Dogwood Wealth Management LLC
LENEXA KS · SEC CIK 0002056922
$2.53亿2026Q2 申报市值
848持仓数
54.0%前十大占比 · 第一大 8.6%
67 / 92新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FBND 加仓+$188.53万
PVAL 加仓+$166.19万
VTI 加仓+$137.66万
OUNZ 加仓+$115.43万
REGL 加仓+$100.21万
2026Q2 卖出最多 按季末市值估算
BALT 清仓-$139.48万
AVLC 减仓-$58.13万
EXXON MOBIL CORP 清仓-$54.77万
DUK 减仓-$49.40万
VNQ 减仓-$45.53万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $76.85万 | 0.30% | 6,785 | -3,119 | -31.5% | -$35.33万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $80.92万 | 0.32% | 865 | -291 | -25.2% | -$27.22万 | 减仓 |
| LLY | ELI LILLY & CO | $89.48万 | 0.35% | 746 | 247 | 49.5% | $29.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $94.30万 | 0.37% | 2,528 | -424 | -14.4% | -$15.82万 | 减仓 |
| AVGO | BROADCOM INC | $95.28万 | 0.38% | 2,522 | -706 | -21.9% | -$26.67万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $100.85万 | 0.40% | 3,081 | -929 | -23.2% | -$30.41万 | 减仓 |
| AMZN | AMAZON COM INC | $107.15万 | 0.42% | 4,496 | -513 | -10.2% | -$12.23万 | 减仓 |
| BIL | SPDR SERIES TRUST | $143.03万 | 0.56% | 15,608 | 1,401 | 9.9% | $12.84万 | 加仓 |
| VB | VANGUARD INDEX FDS | $177.72万 | 0.70% | 5,863 | 0 | 0.0% | — | 不变 |
| HYGV | FLEXSHARES TR | $181.87万 | 0.72% | 45,174 | 1,848 | 4.3% | $7.44万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $181.88万 | 0.72% | 17,650 | -544 | -3.0% | -$5.61万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $189.55万 | 0.75% | 19,644 | -1,630 | -7.7% | -$15.73万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $194.42万 | 0.77% | 76,422 | 412 | 0.5% | $1.05万 | 加仓 |
| IPAC | ISHARES TR | $235.00万 | 0.93% | 28,683 | -855 | -2.9% | -$7.01万 | 减仓 |
| IEUR | ISHARES TR | $240.60万 | 0.95% | 32,008 | -836 | -2.5% | -$6.28万 | 减仓 |
| IYR | ISHARES TR | $246.34万 | 0.97% | 24,092 | 1,808 | 8.1% | $18.49万 | 加仓 |
| AAPL | APPLE INC | $251.46万 | 0.99% | 8,690 | -377 | -4.2% | -$10.91万 | 减仓 |
| XSVN | BONDBLOXX ETF TRUST | $273.22万 | 1.08% | 57,800 | 7,509 | 14.9% | $35.50万 | 加仓 |
| USRT | ISHARES TR | $285.00万 | 1.12% | 42,890 | -523 | -1.2% | -$3.48万 | 减仓 |
| VO | VANGUARD INDEX FDS | $285.09万 | 1.13% | 35,384 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $290.90万 | 1.15% | 32,041 | -2,015 | -5.9% | -$18.29万 | 减仓 |
| NLR | VANECK ETF TRUST | $304.33万 | 1.20% | 26,240 | 4,280 | 19.5% | $49.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $315.10万 | 1.24% | 15,748 | 213 | 1.4% | $4.26万 | 加仓 |
| STIP | ISHARES TR | $421.25万 | 1.66% | 41,235 | 1,412 | 3.5% | $14.42万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $465.99万 | 1.84% | 63,538 | -3,942 | -5.8% | -$28.91万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $546.81万 | 2.16% | 132,047 | 7,347 | 5.9% | $30.42万 | 加仓 |
| MUB | ISHARES TR | $592.35万 | 2.34% | 55,041 | 570 | 1.0% | $6.13万 | 加仓 |
| IVV | ISHARES TR | $657.00万 | 2.59% | 8,773 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $757.27万 | 2.99% | 149,985 | 10,691 | 7.7% | $53.98万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $890.55万 | 3.51% | 74,843 | 4,179 | 5.9% | $49.73万 | 加仓 |
| SHY | ISHARES TR | $914.74万 | 3.61% | 111,404 | 4,023 | 3.7% | $33.03万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $966.28万 | 3.81% | 160,272 | 14,213 | 9.7% | $85.69万 | 加仓 |
| REGL | PROSHARES TR | $982.22万 | 3.88% | 107,264 | 10,943 | 11.4% | $100.21万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $984.08万 | 3.88% | 109,391 | -6,462 | -5.6% | -$58.13万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $1,003.30万 | 3.96% | 259,990 | 29,911 | 13.0% | $115.43万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,162.11万 | 4.59% | 93,148 | 5,601 | 6.4% | $69.88万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,550.57万 | 6.12% | 51,179 | 1,226 | 2.5% | $37.14万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,906.78万 | 7.53% | 51,529 | 3,720 | 7.8% | $137.66万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,045.93万 | 8.08% | 449,753 | 41,444 | 10.2% | $188.53万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $2,174.00万 | 8.58% | 426,694 | 32,618 | 8.3% | $166.19万 | 加仓 |