Dogwood Wealth Management LLC
LENEXA KS · SEC CIK 0002056922
$2.30亿2026Q1 申报市值
856持仓数
51.4%前十大占比 · 第一大 8.1%
163 / 63新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FBND 加仓+$148.90万
VTI 加仓+$144.49万
BALT 新建仓+$139.48万
PVAL 加仓+$113.11万
QQQM 加仓+$111.49万
2026Q1 卖出最多 按季末市值估算
CVX 减仓-$64.74万
KMI 减仓-$64.53万
CSCO 减仓-$53.17万
AMZN 减仓-$51.88万
UBER 减仓-$49.65万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| XYL | XYLEM INC | $2,032 | 0.00% | 17 | 13 | 325.0% | $1,554 | 重新持有 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $2,066 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $2,072 | 0.00% | 33 | 10 | 43.5% | $628 | 加仓 |
| SANM | SANMINA CORP | $2,074 | 0.00% | 16 | 16 | — | $2,074 | 新建仓 |
| ENS | ENERSYS | $2,085 | 0.00% | 12 | 12 | — | $2,085 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $2,129 | 0.00% | 36 | -10 | -21.7% | -$591 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $2,145 | 0.00% | 13 | 2 | 18.2% | $330 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $2,160 | 0.00% | 33 | 11 | 50.0% | $720 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $2,180 | 0.00% | 28 | 28 | — | $2,180 | 新建仓 |
| VIV | TELEFONICA BRASIL SA | $2,180 | 0.00% | 137 | 137 | — | $2,180 | 新建仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $2,208 | 0.00% | 36 | 36 | — | $2,208 | 新建仓 |
| SONY | SONY GROUP CORP | $2,236 | 0.00% | 108 | 108 | — | $2,236 | 新建仓 |
| HRB | BLOCK H & R INC | $2,254 | 0.00% | 71 | 71 | — | $2,254 | 新建仓 |
| NTR | NUTRIEN LTD | $2,264 | 0.00% | 30 | 30 | — | $2,264 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $2,279 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | ATKORE INC | $2,297 | 0.00% | 39 | -243 | -86.2% | -$1.43万 | 重新持有 |
| TSN | TYSON FOODS INC | $2,307 | 0.00% | 36 | 36 | — | $2,307 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $2,324 | 0.00% | 635 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $2,328 | 0.00% | 162 | 162 | — | $2,328 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $2,334 | 0.00% | 24 | 16 | 200.0% | $1,556 | 加仓 |
| ALB | ALBEMARLE CORP | $2,334 | 0.00% | 13 | 11 | 550.0% | $1,975 | 加仓 |
| CDE | COEUR MNG INC | $2,365 | 0.00% | 126 | 93 | 281.8% | $1,746 | 加仓 |
| PPL | PPL CORP | $2,368 | 0.00% | 62 | 34 | 121.4% | $1,299 | 重新持有 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,372 | 0.00% | 4 | 4 | — | $2,372 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2,373 | 0.00% | 5 | 5 | — | $2,373 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $2,378 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $2,381 | 0.00% | 35 | -5 | -12.5% | -$340 | 减仓 |
| DAL | DELTA AIR LINES INC | $2,393 | 0.00% | 36 | 22 | 157.1% | $1,462 | 加仓 |
| NDSN | NORDSON CORP | $2,395 | 0.00% | 9 | 7 | 350.0% | $1,863 | 加仓 |
| ATO | ATMOS ENERGY CORP | $2,401 | 0.00% | 13 | 2 | 18.2% | $369 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2,425 | 0.00% | 5 | 5 | — | $2,425 | 新建仓 |
| PNR | PENTAIR PLC | $2,439 | 0.00% | 28 | 27 | 2,700.0% | $2,352 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,447 | 0.00% | 39 | -4 | -9.3% | -$251 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2,455 | 0.00% | 38 | 1 | 2.7% | $65 | 加仓 |
| WDAY | WORKDAY INC | $2,468 | 0.00% | 19 | -2 | -9.5% | -$260 | 减仓 |
| IBN | ICICI BANK LIMITED | $2,486 | 0.00% | 96 | 96 | — | $2,486 | 新建仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $2,497 | 0.00% | 117 | 2 | 1.7% | $43 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $2,512 | 0.00% | 35 | -4,021 | -99.1% | -$28.86万 | 减仓 |
| CVNA | CARVANA CO | $2,515 | 0.00% | 8 | -6 | -42.9% | -$1,886 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,522 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $2,554 | 0.00% | 25 | 25 | — | $2,554 | 新建仓 |
| NWG | NATWEST GROUP PLC | $2,593 | 0.00% | 174 | -1,629 | -90.3% | -$2.43万 | 减仓 |
| WULF | TERAWULF INC | $2,612 | 0.00% | 181 | 181 | — | $2,612 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $2,622 | 0.00% | 745 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $2,624 | 0.00% | 49 | 25 | 104.2% | $1,339 | 重新持有 |
| CIFR | CIPHER DIGITAL INC | $2,651 | 0.00% | 206 | 206 | — | $2,651 | 新建仓 |
| WF | WOORI FINL GROUP INC | $2,664 | 0.00% | 40 | 40 | — | $2,664 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $2,691 | 0.00% | 37 | 37 | — | $2,691 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $2,704 | 0.00% | 103 | -263 | -71.9% | -$6,904 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $2,729 | 0.00% | 19 | -50 | -72.5% | -$7,182 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $2,732 | 0.00% | 126 | 126 | — | $2,732 | 新建仓 |
| CYD | CHINA YUCHAI INTL LTD | $2,734 | 0.00% | 71 | 24 | 51.1% | $924 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $2,771 | 0.00% | 12 | 9 | 300.0% | $2,078 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2,816 | 0.00% | 13 | -6 | -31.6% | -$1,300 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $2,868 | 0.00% | 17 | 17 | — | $2,868 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $2,868 | 0.00% | 57 | 57 | — | $2,868 | 新建仓 |
| HDB | HDFC BANK LTD | $2,936 | 0.00% | 118 | 118 | — | $2,936 | 新建仓 |
| EME | EMCOR GROUP INC | $2,953 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $2,995 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $3,049 | 0.00% | 14 | 14 | — | $3,049 | 新建仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $3,057 | 0.00% | 128 | 128 | — | $3,057 | 新建仓 |
| IQV | IQVIA HLDGS INC | $3,070 | 0.00% | 18 | -22 | -55.0% | -$3,752 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $3,081 | 0.00% | 82 | -132 | -61.7% | -$4,960 | 重新持有 |
| SNY | SANOFI SA | $3,084 | 0.00% | 64 | 64 | — | $3,084 | 新建仓 |
| NNI | NELNET INC | $3,095 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $3,104 | 0.00% | 19 | -7 | -26.9% | -$1,144 | 减仓 |
| CSGP | COSTAR GROUP INC | $3,106 | 0.00% | 77 | -32 | -29.4% | -$1,291 | 减仓 |
| ES | EVERSOURCE ENERGY | $3,118 | 0.00% | 45 | 27 | 150.0% | $1,871 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $3,118 | 0.00% | 65 | 44 | 209.5% | $2,111 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $3,126 | 0.00% | 32 | -57 | -64.0% | -$5,568 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $3,135 | 0.00% | 52 | -27 | -34.2% | -$1,628 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $3,141 | 0.00% | 6 | 6 | — | $3,141 | 新建仓 |
| VTRS | VIATRIS INC | $3,148 | 0.00% | 233 | 145 | 164.8% | $1,959 | 加仓 |
| FLR | FLUOR CORP | $3,172 | 0.00% | 68 | 68 | — | $3,172 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $3,252 | 0.00% | 70 | 8 | 12.9% | $372 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $3,253 | 0.00% | 108 | 108 | — | $3,253 | 新建仓 |
| AGX | ARGAN INC | $3,268 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $3,289 | 0.00% | 219 | 219 | — | $3,289 | 新建仓 |
| EQT | EQT CORP | $3,309 | 0.00% | 52 | 5 | 10.6% | $318 | 加仓 |
| PEBO | PEOPLES BANCORP INC | $3,320 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $3,320 | 0.00% | 12 | 12 | — | $3,320 | 新建仓 |
| IDCC | INTERDIGITAL INC | $3,322 | 0.00% | 11 | 11 | — | $3,322 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3,329 | 0.00% | 104 | 7 | 7.2% | $224 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $3,338 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $3,347 | 0.00% | 17 | -4 | -19.0% | -$788 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $3,373 | 0.00% | 12 | 6 | 100.0% | $1,686 | 加仓 |
| HUT | HUT 8 CORP | $3,378 | 0.00% | 72 | 40 | 125.0% | $1,877 | 加仓 |
| NI | NISOURCE INC | $3,406 | 0.00% | 73 | -5,976 | -98.8% | -$27.88万 | 减仓 |
| IFS | INTERCORP FINL SVCS INC | $3,414 | 0.00% | 68 | 68 | — | $3,414 | 新建仓 |
| QQQ | INVESCO QQQ TR | $3,442 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $3,458 | 0.00% | 2 | -1 | -33.3% | -$1,729 | 重新持有 |
| FFIV | F5 INC | $3,472 | 0.00% | 12 | 12 | — | $3,472 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $3,476 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $3,490 | 0.00% | 101 | 101 | — | $3,490 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $3,504 | 0.00% | 17 | 17 | — | $3,504 | 新建仓 |
| VEEV | VEEVA SYS INC | $3,513 | 0.00% | 20 | 2 | 11.1% | $351 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $3,530 | 0.00% | 208 | 208 | — | $3,530 | 新建仓 |
| U | UNITY SOFTWARE INC | $3,554 | 0.00% | 162 | 82 | 102.5% | $1,799 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3,604 | 0.00% | 45 | -44 | -49.4% | -$3,524 | 减仓 |
| RBA | RB GLOBAL INC | $3,642 | 0.00% | 38 | 38 | — | $3,642 | 新建仓 |