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 |
|---|---|---|---|---|---|---|---|---|
| CTAS | CINTAS CORP | $1.05万 | 0.00% | 62 | -17 | -21.5% | -$2,875 | 减仓 |
| PAYX | PAYCHEX INC | $1.05万 | 0.00% | 114 | 40 | 54.1% | $3,685 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1.06万 | 0.00% | 181 | 160 | 761.9% | $9,405 | 加仓 |
| DASH | DOORDASH INC | $1.07万 | 0.00% | 71 | 12 | 20.3% | $1,802 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $1.07万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $1.07万 | 0.00% | 131 | 8 | 6.5% | $654 | 加仓 |
| BC | BRUNSWICK CORP | $1.08万 | 0.00% | 148 | 29 | 24.4% | $2,110 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1.08万 | 0.00% | 156 | 21 | 15.6% | $1,455 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $1.08万 | 0.00% | 102 | 10 | 10.9% | $1,062 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $1.08万 | 0.00% | 40 | 21 | 110.5% | $5,688 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.09万 | 0.00% | 98 | 73 | 292.0% | $8,134 | 加仓 |
| FIX | COMFORT SYS USA INC | $1.10万 | 0.00% | 8 | 5 | 166.7% | $6,895 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $1.11万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.12万 | 0.00% | 71 | 26 | 57.8% | $4,088 | 加仓 |
| SYK | STRYKER CORPORATION | $1.12万 | 0.00% | 34 | 1 | 3.0% | $329 | 加仓 |
| F | FORD MTR CO | $1.13万 | 0.00% | 981 | -41 | -4.0% | -$473 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $1.14万 | 0.00% | 117 | 19 | 19.4% | $1,850 | 加仓 |
| CB | CHUBB LTD SWITZ | $1.14万 | 0.00% | 35 | 13 | 59.1% | $4,237 | 加仓 |
| D | DOMINION ENERGY INC | $1.14万 | 0.00% | 185 | 47 | 34.1% | $2,906 | 加仓 |
| YUM | YUM BRANDS INC | $1.15万 | 0.00% | 74 | 34 | 85.0% | $5,281 | 加仓 |
| QXO | QXO INC | $1.17万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $1.17万 | 0.01% | 202 | 36 | 21.7% | $2,083 | 加仓 |
| PUMP | PROPETRO HLDG CORP | $1.17万 | 0.01% | 813 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $1.18万 | 0.01% | 57 | -21 | -26.9% | -$4,333 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $1.18万 | 0.01% | 171 | 25 | 17.1% | $1,730 | 加仓 |
| XPO | XPO INC | $1.19万 | 0.01% | 61 | 61 | — | $1.19万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $1.19万 | 0.01% | 42 | 30 | 250.0% | $8,513 | 加仓 |
| BX | BLACKSTONE INC | $1.20万 | 0.01% | 104 | -53 | -33.8% | -$6,094 | 减仓 |
| VFH | VANGUARD WORLD FD | $1.20万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $1.20万 | 0.01% | 85 | 67 | 372.2% | $9,454 | 加仓 |
| O | REALTY INCOME CORP | $1.21万 | 0.01% | 197 | 129 | 189.7% | $7,900 | 加仓 |
| IVZ | INVESCO LTD | $1.21万 | 0.01% | 497 | 4 | 0.8% | $97 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1.21万 | 0.01% | 62 | 1 | 1.6% | $195 | 加仓 |
| EFXT | ENERFLEX LTD | $1.23万 | 0.01% | 586 | 66 | 12.7% | $1,381 | 加仓 |
| SF | STIFEL FINL CORP | $1.24万 | 0.01% | 168 | 22 | 15.5% | $1,663 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1.26万 | 0.01% | 3 | 1 | 50.0% | $4,210 | 加仓 |
| IGSB | ISHARES TR | $1.27万 | 0.01% | 242 | 180 | 290.3% | $9,461 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.28万 | 0.01% | 55 | -4 | -6.8% | -$933 | 减仓 |
| CBRE | CBRE GROUP INC | $1.29万 | 0.01% | 95 | -31 | -24.6% | -$4,199 | 减仓 |
| BE | BLOOM ENERGY CORP | $1.29万 | 0.01% | 95 | 56 | 143.6% | $7,588 | 加仓 |
| XEL | XCEL ENERGY INC | $1.29万 | 0.01% | 163 | 26 | 19.0% | $2,065 | 加仓 |
| RIO | RIO TINTO PLC | $1.31万 | 0.01% | 140 | 68 | 94.4% | $6,344 | 加仓 |
| URI | UNITED RENTALS INC | $1.31万 | 0.01% | 18 | 1 | 5.9% | $729 | 加仓 |
| CSX | CSX CORP | $1.33万 | 0.01% | 324 | 152 | 88.4% | $6,240 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.37万 | 0.01% | 45 | 20 | 80.0% | $6,082 | 加仓 |
| ABNB | AIRBNB INC | $1.38万 | 0.01% | 109 | 20 | 22.5% | $2,526 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.38万 | 0.01% | 88 | 42 | 91.3% | $6,606 | 加仓 |
| THC | TENET HEALTHCARE CORP | $1.40万 | 0.01% | 74 | 14 | 23.3% | $2,642 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.40万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $1.43万 | 0.01% | 470 | 63 | 15.5% | $1,923 | 加仓 |
| SAP | SAP SE | $1.44万 | 0.01% | 84 | 15 | 21.7% | $2,568 | 加仓 |
| THIR | THOR FINL TECHNOLOGIES TR | $1.44万 | 0.01% | 465 | 465 | — | $1.44万 | 新建仓 |
| PCAR | PACCAR INC | $1.44万 | 0.01% | 125 | 20 | 19.0% | $2,310 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1.48万 | 0.01% | 53 | -4 | -7.0% | -$1,117 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.50万 | 0.01% | 35 | 19 | 118.8% | $8,154 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.53万 | 0.01% | 55 | -10 | -15.4% | -$2,779 | 减仓 |
| ETN | EATON CORP PLC | $1.54万 | 0.01% | 43 | 16 | 59.3% | $5,723 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $1.55万 | 0.01% | 74 | 39 | 111.4% | $8,152 | 加仓 |
| IVW | ISHARES TR | $1.55万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP | $1.57万 | 0.01% | 207 | 22 | 11.9% | $1,665 | 加仓 |
| GM | GENERAL MTRS CO | $1.57万 | 0.01% | 211 | 66 | 45.5% | $4,917 | 加仓 |
| ADSK | AUTODESK INC | $1.58万 | 0.01% | 66 | -16 | -19.5% | -$3,830 | 减仓 |
| — | ELECTRONIC ARTS INC | $1.59万 | 0.01% | 78 | 4 | 5.4% | $815 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $1.61万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $1.63万 | 0.01% | 29 | 14 | 93.3% | $7,867 | 加仓 |
| SBUX | STARBUCKS CORP | $1.64万 | 0.01% | 183 | 75 | 69.4% | $6,719 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $1.64万 | 0.01% | 198 | 130 | 191.2% | $1.08万 | 加仓 |
| HAL | HALLIBURTON CO | $1.65万 | 0.01% | 423 | 130 | 44.4% | $5,069 | 加仓 |
| BPOP | POPULAR INC | $1.65万 | 0.01% | 123 | 24 | 24.2% | $3,220 | 加仓 |
| FAST | FASTENAL CO | $1.66万 | 0.01% | 358 | 14 | 4.1% | $650 | 加仓 |
| TTC | TORO CO | $1.66万 | 0.01% | 178 | 11 | 6.6% | $1,028 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.69万 | 0.01% | 49 | 7 | 16.7% | $2,416 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $1.70万 | 0.01% | 630 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $1.70万 | 0.01% | 36 | 11 | 44.0% | $5,206 | 加仓 |
| FDX | FEDEX CORP | $1.71万 | 0.01% | 48 | 34 | 242.9% | $1.21万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1.71万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $1.73万 | 0.01% | 87 | 33 | 61.1% | $6,543 | 加仓 |
| TQQQ | PROSHARES TR | $1.73万 | 0.01% | 415 | -416 | -50.1% | -$1.74万 | 减仓 |
| ZTS | ZOETIS INC | $1.74万 | 0.01% | 147 | 59 | 67.0% | $6,974 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.74万 | 0.01% | 41 | 3 | 7.9% | $1,276 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1.78万 | 0.01% | 52 | 3 | 6.1% | $1,030 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1.81万 | 0.01% | 30 | 13 | 76.5% | $7,857 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1.84万 | 0.01% | 27 | 12 | 80.0% | $8,187 | 加仓 |
| — | WISDOMTREE TR | $1.86万 | 0.01% | 826 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.88万 | 0.01% | 331 | 6 | 1.8% | $340 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.89万 | 0.01% | 70 | 63 | 900.0% | $1.70万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1.90万 | 0.01% | 115 | 9 | 8.5% | $1,483 | 加仓 |
| ADBE | ADOBE INC | $1.92万 | 0.01% | 79 | 20 | 33.9% | $4,862 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1.92万 | 0.01% | 67 | 20 | 42.6% | $5,740 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1.98万 | 0.01% | 115 | 53 | 85.5% | $9,147 | 加仓 |
| DCI | DONALDSON INC | $1.99万 | 0.01% | 234 | 34 | 17.0% | $2,886 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1.99万 | 0.01% | 694 | 472 | 212.6% | $1.36万 | 加仓 |
| SHOP | SHOPIFY INC | $2.02万 | 0.01% | 170 | 63 | 58.9% | $7,473 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $2.03万 | 0.01% | 431 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $2.03万 | 0.01% | 62 | 9 | 17.0% | $2,944 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $2.03万 | 0.01% | 741 | 32 | 4.5% | $879 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $2.05万 | 0.01% | 327 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.08万 | 0.01% | 248 | 137 | 123.4% | $1.15万 | 加仓 |
| CMI | CUMMINS INC | $2.10万 | 0.01% | 39 | 10 | 34.5% | $5,380 | 加仓 |
| EOG | EOG RES INC | $2.11万 | 0.01% | 146 | 99 | 210.6% | $1.43万 | 加仓 |