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 |
|---|---|---|---|---|---|---|---|---|
| MTCH | MATCH GROUP INC NEW | $7,610 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $7,680 | 0.00% | 48 | -26 | -35.1% | -$4,160 | 减仓 |
| MUR | MURPHY OIL CORP | $7,684 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $7,687 | 0.00% | 39 | 39 | — | $7,687 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $7,702 | 0.00% | 105 | 12 | 12.9% | $880 | 加仓 |
| IQV | IQVIA HLDGS INC | $7,729 | 0.00% | 40 | 22 | 122.2% | $4,251 | 加仓 |
| LZB | LA Z BOY INC | $7,783 | 0.00% | 194 | 145 | 295.9% | $5,817 | 加仓 |
| SPTI | SPDR SERIES TRUST | $7,836 | 0.00% | 276 | 276 | — | $7,836 | 新建仓 |
| CCJ | CAMECO CORP | $7,843 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $7,849 | 0.00% | 14 | -5 | -26.3% | -$2,803 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $7,869 | 0.00% | 28 | 11 | 64.7% | $3,091 | 加仓 |
| VICI | VICI PPTYS INC | $7,912 | 0.00% | 298 | -18 | -5.7% | -$478 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $7,965 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $7,990 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $8,148 | 0.00% | 87 | 51 | 141.7% | $4,776 | 加仓 |
| TER | TERADYNE INC | $8,225 | 0.00% | 17 | 15 | 750.0% | $7,257 | 加仓 |
| CBT | CABOT CORP | $8,265 | 0.00% | 91 | 20 | 28.2% | $1,816 | 加仓 |
| CI | THE CIGNA GROUP | $8,270 | 0.00% | 30 | 11 | 57.9% | $3,032 | 加仓 |
| LSTR | LANDSTAR SYS INC | $8,272 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $8,280 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC | $8,292 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $8,386 | 0.00% | 31 | 10 | 47.6% | $2,705 | 加仓 |
| LMND | LEMONADE INC | $8,391 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $8,411 | 0.00% | 221 | 6 | 2.8% | $228 | 加仓 |
| MELI | MERCADOLIBRE INC | $8,487 | 0.00% | 5 | 3 | 150.0% | $5,092 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $8,502 | 0.00% | 29 | 9 | 45.0% | $2,639 | 加仓 |
| NDAQ | NASDAQ INC | $8,513 | 0.00% | 108 | 43 | 66.2% | $3,389 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $8,600 | 0.00% | 80 | 19 | 31.1% | $2,042 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $8,658 | 0.00% | 17 | -10 | -37.0% | -$5,093 | 减仓 |
| IRM | IRON MTN INC DEL | $8,842 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $8,910 | 0.00% | 58 | -61 | -51.3% | -$9,371 | 减仓 |
| NUE | NUCOR CORP | $8,910 | 0.00% | 40 | 3 | 8.1% | $668 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $9,031 | 0.00% | 30 | 17 | 130.8% | $5,118 | 加仓 |
| CMCSA | COMCAST CORP NEW | $9,133 | 0.00% | 372 | -322 | -46.4% | -$7,905 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $9,147 | 0.00% | 23 | -30 | -56.6% | -$1.19万 | 减仓 |
| IX | ORIX CORP | $9,168 | 0.00% | 241 | 36 | 17.6% | $1,369 | 加仓 |
| CTRE | CARETRUST REIT INC | $9,240 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $9,332 | 0.00% | 19 | 3 | 18.8% | $1,473 | 加仓 |
| AA | ALCOA CORP | $9,333 | 0.00% | 179 | 27 | 17.8% | $1,408 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $9,376 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $9,376 | 0.00% | 36 | 19 | 111.8% | $4,948 | 加仓 |
| TRGP | TARGA RES CORP | $9,385 | 0.00% | 35 | -6 | -14.6% | -$1,609 | 减仓 |
| MMM | 3M CO | $9,391 | 0.00% | 58 | -5 | -7.9% | -$810 | 减仓 |
| FLEX | FLEX LTD | $9,400 | 0.00% | 58 | 25 | 75.8% | $4,052 | 加仓 |
| STLD | STEEL DYNAMICS INC | $9,408 | 0.00% | 41 | 1 | 2.5% | $229 | 加仓 |
| DOV | DOVER CORP | $9,420 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $9,476 | 0.00% | 18 | -11 | -37.9% | -$5,791 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $9,492 | 0.00% | 22 | 17 | 340.0% | $7,335 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $9,507 | 0.00% | 67 | 67 | — | $9,507 | 新建仓 |
| GWW | WW GRAINGER INC | $9,523 | 0.00% | 7 | 3 | 75.0% | $4,081 | 加仓 |
| ADSK | AUTODESK INC | $9,527 | 0.00% | 49 | -17 | -25.8% | -$3,305 | 减仓 |
| — | AVALONBAY CMNTYS INC | $9,623 | 0.00% | 51 | 32 | 168.4% | $6,038 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $9,642 | 0.00% | 42 | 29 | 223.1% | $6,658 | 加仓 |
| NTRA | NATERA INC | $9,772 | 0.00% | 36 | 10 | 38.5% | $2,714 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $9,806 | 0.00% | 29 | 5 | 20.8% | $1,691 | 加仓 |
| SHYG | ISHARES TR | $9,839 | 0.00% | 232 | 63 | 37.3% | $2,672 | 加仓 |
| ALL | ALLSTATE CORP | $9,993 | 0.00% | 42 | 12 | 40.0% | $2,855 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1.00万 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $1.01万 | 0.00% | 145 | -23 | -13.7% | -$1,605 | 减仓 |
| CCI | CROWN CASTLE INC | $1.03万 | 0.00% | 136 | 36 | 36.0% | $2,726 | 加仓 |
| QXO | QXO INC | $1.04万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $1.04万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $1.04万 | 0.00% | 80 | 48 | 150.0% | $6,269 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1.05万 | 0.00% | 77 | 13 | 20.3% | $1,768 | 加仓 |
| MET | METLIFE INC | $1.06万 | 0.00% | 125 | 37 | 42.0% | $3,130 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $1.06万 | 0.00% | 173 | -29 | -14.4% | -$1,778 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.07万 | 0.00% | 45 | -10 | -18.2% | -$2,373 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $1.08万 | 0.00% | 70 | 19 | 37.3% | $2,936 | 加仓 |
| AON | AON PLC | $1.09万 | 0.00% | 33 | 19 | 135.7% | $6,302 | 加仓 |
| QUAL | ISHARES TR | $1.10万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $1.10万 | 0.00% | 236 | 62 | 35.6% | $2,890 | 加仓 |
| XYZ | BLOCK INC | $1.10万 | 0.00% | 145 | 31 | 27.2% | $2,356 | 加仓 |
| WCC | WESCO INTL INC | $1.11万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1.11万 | 0.00% | 69 | -46 | -40.0% | -$7,379 | 减仓 |
| NEU | NEWMARKET CORP | $1.11万 | 0.00% | 14 | 3 | 27.3% | $2,374 | 加仓 |
| KGC | KINROSS GOLD CORP | $1.11万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES TR | $1.11万 | 0.00% | 222 | 23 | 11.6% | $1,151 | 加仓 |
| HUM | HUMANA INC | $1.11万 | 0.00% | 28 | 27 | 2,700.0% | $1.07万 | 重新持有 |
| TNL | TRAVEL PLUS LEISURE CO | $1.12万 | 0.00% | 146 | -25 | -14.6% | -$1,911 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $1.12万 | 0.00% | 138 | 21 | 17.9% | $1,699 | 加仓 |
| DDOG | DATADOG INC | $1.12万 | 0.00% | 43 | -14 | -24.6% | -$3,645 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $1.12万 | 0.00% | 430 | 53 | 14.1% | $1,382 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $1.12万 | 0.00% | 87 | 50 | 135.1% | $6,455 | 加仓 |
| NVS | NOVARTIS AG | $1.13万 | 0.00% | 72 | 22 | 44.0% | $3,448 | 加仓 |
| MCK | MCKESSON CORP | $1.13万 | 0.00% | 15 | 9 | 150.0% | $6,800 | 加仓 |
| GHC | GRAHAM HLDGS CO | $1.14万 | 0.00% | 10 | 2 | 25.0% | $2,283 | 加仓 |
| SHOP | SHOPIFY INC | $1.14万 | 0.00% | 100 | -70 | -41.2% | -$7,993 | 减仓 |
| HUT | HUT 8 CORP | $1.14万 | 0.00% | 99 | 27 | 37.5% | $3,117 | 加仓 |
| CRH | CRH PLC | $1.14万 | 0.00% | 107 | 11 | 11.5% | $1,177 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.16万 | 0.00% | 33 | 19 | 135.7% | $6,651 | 加仓 |
| FAST | FASTENAL CO | $1.16万 | 0.00% | 241 | -117 | -32.7% | -$5,619 | 减仓 |
| VST | VISTRA CORP | $1.16万 | 0.00% | 73 | 36 | 97.3% | $5,711 | 加仓 |
| THC | TENET HEALTHCARE CORP | $1.16万 | 0.00% | 62 | -12 | -16.2% | -$2,245 | 减仓 |
| PUMP | PROPETRO HLDG CORP | $1.17万 | 0.00% | 813 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $1.19万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1.19万 | 0.00% | 857 | -124 | -12.6% | -$1,724 | 减仓 |
| PFE | PFIZER INC | $1.20万 | 0.00% | 498 | -516 | -50.9% | -$1.24万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $1.21万 | 0.00% | 166 | 43 | 35.0% | $3,138 | 加仓 |
| VMI | VALMONT INDS INC | $1.21万 | 0.00% | 21 | 8 | 61.5% | $4,621 | 加仓 |
| AFL | AFLAC INC | $1.23万 | 0.00% | 105 | 47 | 81.0% | $5,511 | 加仓 |