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 |
|---|---|---|---|---|---|---|---|---|
| MTD | METTLER TOLEDO INTERNATIONAL | $1,278 | 0.00% | 1 | -1 | -50.0% | -$1,278 | 减仓 |
| KVUE | KENVUE INC | $1,280 | 0.00% | 67 | 54 | 415.4% | $1,032 | 加仓 |
| JD | JD.COM INC | $1,295 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $1,307 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $1,312 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1,316 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $1,322 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $1,323 | 0.00% | 99 | -63 | -38.9% | -$842 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,326 | 0.00% | 39 | -65 | -62.5% | -$2,210 | 减仓 |
| RMBS | RAMBUS INC DEL | $1,327 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1,346 | 0.00% | 27 | -49 | -64.5% | -$2,443 | 减仓 |
| AMP | AMERIPRISE FINL INC | $1,376 | 0.00% | 3 | 1 | 50.0% | $459 | 加仓 |
| JOE | ST JOE CO | $1,378 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $1,380 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $1,382 | 0.00% | 237 | 237 | — | $1,382 | 新建仓 |
| SPBO | SPDR SERIES TRUST | $1,394 | 0.00% | 48 | 48 | — | $1,394 | 新建仓 |
| MSA | MSA SAFETY INC | $1,397 | 0.00% | 8 | -2 | -20.0% | -$349 | 减仓 |
| — | TONIX PHARMACEUTICALS HLDG C | $1,404 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $1,409 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $1,418 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $1,420 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $1,427 | 0.00% | 13 | 3 | 30.0% | $329 | 重新持有 |
| RRX | REGAL REXNORD CORPORATION | $1,429 | 0.00% | 6 | 6 | — | $1,429 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,432 | 0.00% | 20 | -5 | -20.0% | -$358 | 减仓 |
| UL | UNILEVER PLC | $1,443 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $1,453 | 0.00% | 10 | -7 | -41.2% | -$1,017 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $1,466 | 0.00% | 17 | 14 | 466.7% | $1,207 | 加仓 |
| WDAY | WORKDAY INC | $1,469 | 0.00% | 12 | -7 | -36.8% | -$857 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $1,471 | 0.00% | 11 | 11 | — | $1,471 | 新建仓 |
| MLI | MUELLER INDS INC | $1,475 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $1,477 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $1,491 | 0.00% | 2 | 2 | — | $1,491 | 新建仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $1,510 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $1,518 | 0.00% | 20 | -6 | -23.1% | -$455 | 减仓 |
| M | MACYS INC | $1,531 | 0.00% | 65 | 65 | — | $1,531 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $1,539 | 0.00% | 17 | -52 | -75.4% | -$4,708 | 重新持有 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1,580 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $1,590 | 0.00% | 207 | 152 | 276.4% | $1,168 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $1,590 | 0.00% | 9 | 9 | — | $1,590 | 新建仓 |
| SONY | SONY GROUP CORP | $1,605 | 0.00% | 80 | -28 | -25.9% | -$562 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $1,616 | 0.00% | 9 | -11 | -55.0% | -$1,975 | 减仓 |
| BALL | BALL CORP | $1,622 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $1,626 | 0.00% | 56 | -40 | -41.7% | -$1,161 | 减仓 |
| J | JACOBS SOLUTIONS INC | $1,638 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $1,640 | 0.00% | 22 | 4 | 22.2% | $298 | 加仓 |
| NTES | NETEASE COM INC | $1,666 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $1,680 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NHC | NATIONAL HEALTHCARE CORP | $1,691 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $1,692 | 0.00% | 141 | 141 | — | $1,692 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1,694 | 0.00% | 50 | -58 | -53.7% | -$1,965 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $1,695 | 0.00% | 25 | -24 | -49.0% | -$1,627 | 减仓 |
| WWD | WOODWARD INC | $1,702 | 0.00% | 4 | 2 | 100.0% | $851 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $1,703 | 0.00% | 71 | 71 | — | $1,703 | 新建仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $1,708 | 0.00% | 28 | 28 | — | $1,708 | 新建仓 |
| THG | HANOVER INS GROUP INC | $1,713 | 0.00% | 8 | 8 | — | $1,713 | 新建仓 |
| NNN | NNN REIT INC | $1,722 | 0.00% | 37 | 14 | 60.9% | $652 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $1,731 | 0.00% | 23 | 23 | — | $1,731 | 新建仓 |
| — | BANCO BRADESCO S A | $1,761 | 0.00% | 587 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $1,763 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| VIV | TELEFONICA BRASIL SA | $1,803 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| ACIW | ACI WORLDWIDE INC | $1,810 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| AVNT | AVIENT CORPORATION | $1,848 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| UCTT | ULTRA CLEAN HLDGS INC | $1,854 | 0.00% | 13 | 13 | — | $1,854 | 新建仓 |
| HRL | HORMEL FOODS CORP | $1,886 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| NGVC | NATURAL GROCERS BY VITAMIN | $1,892 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1,897 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $1,899 | 0.00% | 14 | -2 | -12.5% | -$271 | 减仓 |
| CCK | CROWN HLDGS INC | $1,901 | 0.00% | 17 | -6 | -26.1% | -$671 | 重新持有 |
| PATH | UIPATH INC | $1,902 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $1,907 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $1,916 | 0.00% | 28 | -3 | -9.7% | -$205 | 减仓 |
| MATX | MATSON INC | $1,922 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $2,001 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $2,010 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $2,011 | 0.00% | 71 | -6 | -7.8% | -$170 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $2,017 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $2,032 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $2,061 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $2,095 | 0.00% | 64 | 58 | 966.7% | $1,899 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $2,102 | 0.00% | 19 | -213 | -91.8% | -$2.36万 | 减仓 |
| NVO | NOVO-NORDISK A S | $2,109 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC-CORP | $2,123 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| FER | FERROVIAL NV | $2,127 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $2,156 | 0.00% | 30 | -117 | -79.6% | -$8,408 | 减仓 |
| EQT | EQT CORP | $2,180 | 0.00% | 41 | -11 | -21.2% | -$585 | 减仓 |
| NVT | NVENT ELEC PLC | $2,205 | 0.00% | 13 | -2 | -13.3% | -$339 | 减仓 |
| PRDO | PERDOCEO ED CORP | $2,208 | 0.00% | 69 | 69 | — | $2,208 | 新建仓 |
| LTM | LATAM AIRLINES GROUP SA | $2,214 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $2,235 | 0.00% | 25 | 3 | 13.6% | $268 | 重新持有 |
| ATO | ATMOS ENERGY CORP | $2,240 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $2,253 | 0.00% | 17 | -12 | -41.4% | -$1,590 | 减仓 |
| PPL | PPL CORP | $2,254 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| NTB | BANK OF N T BUTTERFIELD & SO | $2,261 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $2,265 | 0.00% | 15 | 15 | — | $2,265 | 新建仓 |
| ESLT | ELBIT SYS LTD | $2,276 | 0.00% | 3 | 3 | — | $2,276 | 新建仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $2,277 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| WF | WOORI FINL GROUP INC | $2,296 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $2,355 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $2,360 | 0.00% | 53 | 21 | 65.6% | $935 | 加仓 |
| AEE | AMEREN CORP | $2,374 | 0.00% | 21 | 14 | 200.0% | $1,583 | 加仓 |