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 |
|---|---|---|---|---|---|---|---|---|
| INGR | INGREDION INC | $3,718 | 0.00% | 33 | -20 | -37.7% | -$2,253 | 减仓 |
| RY | ROYAL BK CDA | $3,721 | 0.00% | 23 | 19 | 475.0% | $3,074 | 加仓 |
| ARM | ARM HOLDINGS PLC | $3,782 | 0.00% | 25 | 25 | — | $3,782 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $3,795 | 0.00% | 20 | 8 | 66.7% | $1,518 | 加仓 |
| BROS | DUTCH BROS INC | $3,800 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $3,806 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $3,878 | 0.00% | 32 | 1 | 3.2% | $121 | 加仓 |
| GGG | GRACO INC | $3,894 | 0.00% | 46 | -7 | -13.2% | -$593 | 减仓 |
| VXF | VANGUARD INDEX FDS | $3,910 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $3,921 | 0.00% | 20 | 10 | 100.0% | $1,960 | 重新持有 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $3,922 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $3,922 | 0.00% | 29 | 14 | 93.3% | $1,893 | 加仓 |
| RDN | RADIAN GROUP INC | $3,937 | 0.00% | 119 | 119 | — | $3,937 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $3,944 | 0.00% | 151 | -75 | -33.2% | -$1,959 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $3,950 | 0.00% | 37 | -18 | -32.7% | -$1,922 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,953 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $3,989 | 0.00% | 23 | -11 | -32.4% | -$1,908 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $3,994 | 0.00% | 41 | 41 | — | $3,994 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $4,010 | 0.00% | 28 | 28 | — | $4,010 | 新建仓 |
| WY | WEYERHAEUSER CO | $4,031 | 0.00% | 165 | 75 | 83.3% | $1,832 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $4,074 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $4,165 | 0.00% | 63 | 63 | — | $4,165 | 新建仓 |
| VLO | VALERO ENERGY CORP | $4,200 | 0.00% | 17 | 13 | 325.0% | $3,212 | 加仓 |
| KTB | KONTOOR BRANDS INC | $4,217 | 0.00% | 60 | 58 | 2,900.0% | $4,076 | 加仓 |
| UPST | UPSTART HLDGS INC | $4,232 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $4,257 | 0.00% | 63 | 56 | 800.0% | $3,784 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $4,301 | 0.00% | 13 | -18 | -58.1% | -$5,955 | 减仓 |
| E | ENI SPA | $4,302 | 0.00% | 76 | 76 | — | $4,302 | 新建仓 |
| YELP | YELP INC | $4,330 | 0.00% | 175 | 175 | — | $4,330 | 新建仓 |
| MTRN | MATERION CORP | $4,340 | 0.00% | 30 | -1 | -3.2% | -$145 | 减仓 |
| GWW | WW GRAINGER INC | $4,363 | 0.00% | 4 | 2 | 100.0% | $2,182 | 加仓 |
| HSY | HERSHEY CO | $4,366 | 0.00% | 21 | -1 | -4.5% | -$208 | 减仓 |
| CASY | CASEYS GEN STORES INC | $4,367 | 0.00% | 6 | 6 | — | $4,367 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $4,383 | 0.00% | 172 | 172 | — | $4,383 | 新建仓 |
| OSK | OSHKOSH CORP | $4,416 | 0.00% | 30 | 11 | 57.9% | $1,619 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $4,451 | 0.00% | 136 | 98 | 257.9% | $3,207 | 重新持有 |
| SBAC | SBA COMMUNICATIONS CORP | $4,475 | 0.00% | 26 | 14 | 116.7% | $2,410 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $4,484 | 0.00% | 63 | -4 | -6.0% | -$285 | 减仓 |
| SRAD | SPORTRADAR GROUP AG | $4,486 | 0.00% | 268 | 135 | 101.5% | $2,260 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $4,518 | 0.00% | 242 | 2 | 0.8% | $37 | 加仓 |
| AON | AON PLC | $4,519 | 0.00% | 14 | 8 | 133.3% | $2,582 | 加仓 |
| SE | SEA LTD | $4,555 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $4,557 | 0.00% | 73 | -15 | -17.0% | -$936 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $4,558 | 0.00% | 76 | 76 | — | $4,558 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $4,614 | 0.00% | 213 | 95 | 80.5% | $2,058 | 加仓 |
| CAH | CARDINAL HEALTH INC | $4,649 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $4,683 | 0.00% | 40 | 33 | 471.4% | $3,863 | 加仓 |
| KEY | KEYCORP | $4,712 | 0.00% | 235 | -10 | -4.1% | -$201 | 减仓 |
| RMD | RESMED INC | $4,714 | 0.00% | 21 | 15 | 250.0% | $3,367 | 加仓 |
| ROKU | ROKU INC | $4,731 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $4,733 | 0.00% | 28 | 8 | 40.0% | $1,352 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $4,740 | 0.00% | 24 | -7 | -22.6% | -$1,382 | 减仓 |
| BAP | CREDICORP LTD | $4,749 | 0.00% | 14 | 13 | 1,300.0% | $4,410 | 加仓 |
| PRI | PRIMERICA INC | $4,759 | 0.00% | 19 | -11 | -36.7% | -$2,755 | 减仓 |
| TRNO | TERRENO RLTY CORP | $4,791 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $4,840 | 0.00% | 107 | 66 | 161.0% | $2,985 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $4,840 | 0.00% | 8 | 6 | 300.0% | $3,630 | 加仓 |
| TIMB | TIM S A | $4,848 | 0.00% | 183 | 183 | — | $4,848 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $4,899 | 0.00% | 36 | 18 | 100.0% | $2,450 | 加仓 |
| AZN | ASTRAZENECA PLC | $4,930 | 0.00% | 25 | 25 | — | $4,930 | 新建仓 |
| VPU | VANGUARD WORLD FD | $4,954 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $4,992 | 0.00% | 40 | -150 | -78.9% | -$1.87万 | 减仓 |
| CI | THE CIGNA GROUP | $5,068 | 0.00% | 19 | 14 | 280.0% | $3,734 | 加仓 |
| BCPC | BALCHEM CORP | $5,084 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $5,144 | 0.00% | 27 | 17 | 170.0% | $3,239 | 加仓 |
| FTAI | FTAI AVIATION LTD | $5,145 | 0.00% | 21 | 21 | — | $5,145 | 新建仓 |
| FELE | FRANKLIN ELEC INC | $5,162 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $5,174 | 0.00% | 19 | 2 | 11.8% | $545 | 加仓 |
| MCK | MCKESSON CORP | $5,192 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $5,194 | 0.00% | 13 | -4 | -23.5% | -$1,598 | 减仓 |
| NTRA | NATERA INC | $5,200 | 0.00% | 26 | 12 | 85.7% | $2,400 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $5,237 | 0.00% | 93 | -13 | -12.3% | -$732 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $5,249 | 0.00% | 167 | 167 | — | $5,249 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $5,251 | 0.00% | 43 | 23 | 115.0% | $2,809 | 加仓 |
| — | SUN CTRY AIRLS HLDGS INC | $5,253 | 0.00% | 318 | -170 | -34.8% | -$2,808 | 减仓 |
| CBT | CABOT CORP | $5,347 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $5,359 | 0.00% | 76 | 57 | 300.0% | $4,019 | 加仓 |
| COIN | COINBASE GLOBAL INC | $5,413 | 0.00% | 31 | 11 | 55.0% | $1,921 | 加仓 |
| RBLX | ROBLOX CORP | $5,430 | 0.00% | 96 | 3 | 3.2% | $170 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $5,458 | 0.00% | 124 | -17 | -12.1% | -$748 | 减仓 |
| NKE | NIKE INC | $5,493 | 0.00% | 104 | 1 | 1.0% | $53 | 加仓 |
| HL | HECLA MINING COMPANY | $5,496 | 0.00% | 295 | 258 | 697.3% | $4,807 | 加仓 |
| NPO | ENPRO INC | $5,514 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $5,518 | 0.00% | 65 | 13 | 25.0% | $1,104 | 加仓 |
| VST | VISTRA CORP | $5,562 | 0.00% | 37 | -65 | -63.7% | -$9,771 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $5,599 | 0.00% | 51 | -13 | -20.3% | -$1,427 | 减仓 |
| USFD | US FOODS HLDG CORP | $5,625 | 0.00% | 61 | 61 | — | $5,625 | 新建仓 |
| GUNR | FLEXSHARES TR | $5,681 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $5,702 | 0.00% | 14 | 14 | — | $5,702 | 新建仓 |
| KIM | KIMCO REALTY CORP | $5,707 | 0.00% | 254 | 31 | 13.9% | $697 | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $5,710 | 0.00% | 67 | 13 | 24.1% | $1,108 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $5,743 | 0.00% | 38 | 38 | — | $5,743 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $5,782 | 0.00% | 19 | 3 | 18.8% | $913 | 加仓 |
| B | BARRICK MNG CORP | $5,792 | 0.00% | 142 | 142 | — | $5,792 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $5,810 | 0.00% | 20 | 18 | 900.0% | $5,229 | 加仓 |
| UDR | UDR INC | $5,810 | 0.00% | 172 | 172 | — | $5,810 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $5,815 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $5,887 | 0.00% | 10 | 2 | 25.0% | $1,177 | 加仓 |
| INSM | INSMED INC | $5,887 | 0.00% | 36 | 11 | 44.0% | $1,799 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $5,892 | 0.00% | 64 | 2 | 3.2% | $184 | 加仓 |