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 |
|---|---|---|---|---|---|---|---|---|
| IR | INGERSOLL RAND INC | $2,378 | 0.00% | 29 | -46 | -61.3% | -$3,772 | 减仓 |
| INCY | INCYTE CORP | $2,381 | 0.00% | 21 | 5 | 31.2% | $567 | 加仓 |
| TTD | THE TRADE DESK INC | $2,387 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $2,388 | 0.00% | 50 | 50 | — | $2,388 | 新建仓 |
| EXEL | EXELIXIS INC | $2,394 | 0.00% | 44 | 44 | — | $2,394 | 新建仓 |
| SMR | NUSCALE PWR CORP | $2,417 | 0.00% | 241 | 100 | 70.9% | $1,003 | 加仓 |
| CVNA | CARVANA CO | $2,435 | 0.00% | 37 | -3 | -7.5% | -$197 | 减仓 |
| ASH | ASHLAND INC | $2,438 | 0.00% | 37 | 37 | — | $2,438 | 新建仓 |
| IFS | INTERCORP FINL SVCS INC | $2,449 | 0.00% | 43 | -25 | -36.8% | -$1,424 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $2,450 | 0.00% | 7 | 7 | — | $2,450 | 新建仓 |
| HSY | HERSHEY CO | $2,456 | 0.00% | 14 | -7 | -33.3% | -$1,228 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $2,473 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC | $2,477 | 0.00% | 101 | -74 | -42.3% | -$1,815 | 减仓 |
| DXCM | DEXCOM INC | $2,492 | 0.00% | 37 | 4 | 12.1% | $269 | 加仓 |
| RDN | RADIAN GROUP INC | $2,524 | 0.00% | 67 | -52 | -43.7% | -$1,959 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $2,535 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $2,589 | 0.00% | 121 | 55 | 83.3% | $1,177 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $2,602 | 0.00% | 7 | 7 | — | $2,602 | 新建仓 |
| NRG | NRG ENERGY INC | $2,629 | 0.00% | 18 | 14 | 350.0% | $2,045 | 加仓 |
| ILMN | ILLUMINA INC | $2,637 | 0.00% | 15 | 15 | — | $2,637 | 新建仓 |
| SUI | SUN CMNTYS INC | $2,638 | 0.00% | 22 | 10 | 83.3% | $1,199 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $2,652 | 0.00% | 17 | 6 | 54.5% | $936 | 加仓 |
| VEEV | VEEVA SYS INC | $2,662 | 0.00% | 15 | -5 | -25.0% | -$887 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $2,662 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | RENAISSANCE CAP GREENWICH FD | $2,674 | 0.00% | 45 | -199 | -81.6% | -$1.18万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $2,677 | 0.00% | 710 | 75 | 11.8% | $283 | 加仓 |
| KOP | KOPPERS HOLDINGS INC | $2,694 | 0.00% | 60 | 60 | — | $2,694 | 新建仓 |
| SNY | SANOFI SA | $2,730 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $2,734 | 0.00% | 745 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $2,735 | 0.00% | 118 | 1 | 0.9% | $23 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $2,748 | 0.00% | 91 | -60 | -39.7% | -$1,812 | 减仓 |
| ALNT | ALLIENT INC | $2,779 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $2,805 | 0.00% | 102 | 54 | 112.5% | $1,485 | 重新持有 |
| ENS | ENERSYS | $2,806 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $2,836 | 0.00% | 21 | 8 | 61.5% | $1,080 | 加仓 |
| TM | TOYOTA MOTOR CORP | $2,863 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $2,896 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $2,914 | 0.00% | 27 | -5 | -15.6% | -$540 | 减仓 |
| — | ATKORE INC | $2,966 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC | $3,002 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $3,003 | 0.00% | 74 | 74 | — | $3,003 | 新建仓 |
| PHM | PULTE GROUP INC | $3,019 | 0.00% | 22 | -61 | -73.5% | -$8,371 | 减仓 |
| OC | OWENS CORNING NEW | $3,020 | 0.00% | 19 | 4 | 26.7% | $636 | 重新持有 |
| ECHO | ECHOSTAR CORP | $3,045 | 0.00% | 30 | -10 | -25.0% | -$1,015 | 减仓 |
| HDB | HDFC BANK LTD | $3,048 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $3,068 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $3,091 | 0.00% | 32 | 32 | — | $3,091 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $3,104 | 0.00% | 324 | 103 | 46.6% | $987 | 加仓 |
| IDCC | INTERDIGITAL INC | $3,114 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $3,120 | 0.00% | 76 | -28 | -26.9% | -$1,149 | 减仓 |
| KAI | KADANT INC | $3,142 | 0.00% | 10 | 5 | 100.0% | $1,571 | 加仓 |
| LFUS | LITTELFUSE INC | $3,187 | 0.00% | 7 | 2 | 40.0% | $911 | 加仓 |
| GSK | GSK PLC | $3,198 | 0.00% | 61 | 25 | 69.4% | $1,311 | 加仓 |
| NNI | NELNET INC | $3,200 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $3,252 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| IMOS | CHIPMOS TECHNOLOGIES INC | $3,277 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SENEA | SENECA FOODS CORP NEW | $3,305 | 0.00% | 19 | -19 | -50.0% | -$3,305 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $3,309 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $3,315 | 0.00% | 24 | -26 | -52.0% | -$3,591 | 减仓 |
| NDSN | NORDSON CORP | $3,319 | 0.00% | 11 | 2 | 22.2% | $603 | 加仓 |
| EME | EMCOR GROUP INC | $3,320 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $3,328 | 0.00% | 41 | -2,556 | -98.4% | -$20.75万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $3,334 | 0.00% | 5 | -3 | -37.5% | -$2,000 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $3,343 | 0.00% | 141 | 54 | 62.1% | $1,280 | 加仓 |
| CYD | CHINA YUCHAI INTL LTD | $3,366 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $3,382 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $3,412 | 0.00% | 32 | -4 | -11.1% | -$426 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $3,421 | 0.00% | 26 | -10 | -27.8% | -$1,316 | 减仓 |
| SEIC | SEI INVTS CO | $3,421 | 0.00% | 39 | 37 | 1,850.0% | $3,246 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $3,445 | 0.00% | 67 | -15 | -18.3% | -$771 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $3,447 | 0.00% | 28 | -60 | -68.2% | -$7,386 | 减仓 |
| RMD | RESMED INC | $3,508 | 0.00% | 18 | -3 | -14.3% | -$585 | 减仓 |
| VMC | VULCAN MATLS CO | $3,540 | 0.00% | 12 | -7 | -36.8% | -$2,065 | 减仓 |
| MKSI | MKS INC. | $3,558 | 0.00% | 8 | 8 | — | $3,558 | 新建仓 |
| MRNA | MODERNA INC | $3,572 | 0.00% | 51 | 36 | 240.0% | $2,521 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $3,582 | 0.00% | 14 | 2 | 16.7% | $512 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $3,640 | 0.00% | 15 | 3 | 25.0% | $728 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3,648 | 0.00% | 40 | 2 | 5.3% | $182 | 加仓 |
| CDE | COEUR MNG INC | $3,672 | 0.00% | 225 | 99 | 78.6% | $1,616 | 加仓 |
| R | RYDER SYS INC | $3,693 | 0.00% | 14 | 14 | — | $3,693 | 新建仓 |
| SMTC | SEMTECH CORP | $3,723 | 0.00% | 23 | 23 | — | $3,723 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $3,769 | 0.00% | 24 | 24 | — | $3,769 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $3,793 | 0.00% | 7 | 3 | 75.0% | $1,626 | 加仓 |
| HL | HECLA MINING COMPANY | $3,842 | 0.00% | 249 | -46 | -15.6% | -$710 | 减仓 |
| TDW | TIDEWATER INC NEW | $3,865 | 0.00% | 58 | -22 | -27.5% | -$1,466 | 减仓 |
| PEBO | PEOPLES BANCORP INC | $3,879 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $3,880 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $3,916 | 0.00% | 16 | 16 | — | $3,916 | 新建仓 |
| CNC | CENTENE CORP DEL | $3,916 | 0.00% | 61 | 61 | — | $3,916 | 新建仓 |
| TIMB | TIM S A | $3,920 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $3,920 | 0.00% | 7 | 6 | 600.0% | $3,360 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $3,946 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $3,999 | 0.00% | 46 | 6 | 15.0% | $522 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $4,002 | 0.00% | 72 | 72 | — | $4,002 | 新建仓 |
| VRSN | VERISIGN INC | $4,025 | 0.00% | 16 | -18 | -52.9% | -$4,528 | 减仓 |
| UDR | UDR INC | $4,032 | 0.00% | 101 | -71 | -41.3% | -$2,834 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $4,037 | 0.00% | 7 | -3 | -30.0% | -$1,730 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $4,061 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $4,082 | 0.00% | 14 | 6 | 75.0% | $1,749 | 加仓 |
| BURL | BURLINGTON STORES INC | $4,118 | 0.00% | 13 | 13 | — | $4,118 | 新建仓 |