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 |
|---|---|---|---|---|---|---|---|---|
| SAP | SAP SE | $1.23万 | 0.00% | 80 | -4 | -4.8% | -$616 | 减仓 |
| ARM | ARM HOLDINGS PLC | $1.24万 | 0.00% | 35 | 10 | 40.0% | $3,546 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $1.25万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION SHARES ETF TRUST | $1.25万 | 0.00% | 47 | 47 | — | $1.25万 | 新建仓 |
| STT | STATE STR CORP | $1.25万 | 0.00% | 74 | 7 | 10.4% | $1,187 | 加仓 |
| T | AT&T INC | $1.26万 | 0.00% | 608 | -128 | -17.4% | -$2,650 | 减仓 |
| SYK | STRYKER CORPORATION | $1.26万 | 0.00% | 40 | 6 | 17.6% | $1,889 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.27万 | 0.00% | 76 | 53 | 230.4% | $8,834 | 加仓 |
| BWA | BORGWARNER INC | $1.27万 | 0.01% | 191 | 33 | 20.9% | $2,191 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.28万 | 0.01% | 33 | 7 | 26.9% | $2,707 | 加仓 |
| USHY | ISHARES TR | $1.29万 | 0.01% | 349 | 79 | 29.3% | $2,925 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1.31万 | 0.01% | 55 | 33 | 150.0% | $7,840 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1.32万 | 0.01% | 91 | 33 | 56.9% | $4,795 | 加仓 |
| IVZ | INVESCO LTD | $1.32万 | 0.01% | 501 | 4 | 0.8% | $106 | 加仓 |
| RIO | RIO TINTO PLC | $1.33万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.34万 | 0.01% | 145 | 69 | 90.8% | $6,354 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.34万 | 0.01% | 27 | 5 | 22.7% | $2,475 | 加仓 |
| MTRN | MATERION CORP | $1.34万 | 0.01% | 45 | 15 | 50.0% | $4,461 | 加仓 |
| EBAY | EBAY INC. | $1.34万 | 0.01% | 120 | 23 | 23.7% | $2,570 | 加仓 |
| AIZ | ASSURANT INC | $1.34万 | 0.01% | 50 | 36 | 257.1% | $9,667 | 加仓 |
| CBRE | CBRE GROUP INC | $1.36万 | 0.01% | 101 | 6 | 6.3% | $808 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $1.40万 | 0.01% | 75 | 34 | 82.9% | $6,358 | 加仓 |
| JBL | JABIL INC | $1.43万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $1.43万 | 0.01% | 255 | 70 | 37.8% | $3,921 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1.43万 | 0.01% | 55 | 5 | 10.0% | $1,303 | 加仓 |
| EFXT | ENERFLEX LTD | $1.44万 | 0.01% | 586 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $1.44万 | 0.01% | 126 | 56 | 80.0% | $6,412 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $1.44万 | 0.01% | 117 | 15 | 14.7% | $1,852 | 加仓 |
| GL | GLOBE LIFE INC | $1.45万 | 0.01% | 81 | 22 | 37.3% | $3,931 | 加仓 |
| ALAB | ASTERA LABS INC | $1.45万 | 0.01% | 30 | 26 | 650.0% | $1.26万 | 重新持有 |
| XPO | XPO INC | $1.46万 | 0.01% | 71 | 10 | 16.4% | $2,053 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1.46万 | 0.01% | 253 | 137 | 118.1% | $7,924 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.48万 | 0.01% | 36 | 1 | 2.9% | $411 | 加仓 |
| GH | GUARDANT HEALTH INC | $1.49万 | 0.01% | 99 | 34 | 52.3% | $5,101 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1.49万 | 0.01% | 69 | 7 | 11.3% | $1,516 | 加仓 |
| WMB | WILLIAMS COS INC | $1.50万 | 0.01% | 202 | 65 | 47.4% | $4,832 | 加仓 |
| PSX | PHILLIPS 66 | $1.50万 | 0.01% | 89 | -49 | -35.5% | -$8,283 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.51万 | 0.01% | 52 | 3 | 6.1% | $872 | 加仓 |
| NET | CLOUDFLARE INC | $1.52万 | 0.01% | 62 | 5 | 8.8% | $1,226 | 加仓 |
| O | REALTY INCOME CORP | $1.53万 | 0.01% | 246 | 49 | 24.9% | $3,041 | 加仓 |
| HAL | HALLIBURTON CO | $1.54万 | 0.01% | 453 | 30 | 7.1% | $1,018 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1.54万 | 0.01% | 168 | 101 | 150.7% | $9,260 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1.55万 | 0.01% | 100 | -4 | -3.8% | -$621 | 减仓 |
| SNOW | SNOWFLAKE INC | $1.55万 | 0.01% | 61 | 9 | 17.3% | $2,290 | 加仓 |
| ADBE | ADOBE INC | $1.56万 | 0.01% | 76 | -3 | -3.8% | -$615 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.57万 | 0.01% | 163 | 58 | 55.2% | $5,575 | 加仓 |
| VTR | VENTAS INC | $1.59万 | 0.01% | 179 | 48 | 36.6% | $4,262 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1.59万 | 0.01% | 253 | 72 | 39.8% | $4,528 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1.59万 | 0.01% | 19 | 5 | 35.7% | $4,197 | 加仓 |
| FDX | FEDEX CORP | $1.60万 | 0.01% | 51 | 3 | 6.2% | $939 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $1.60万 | 0.01% | 248 | 175 | 239.7% | $1.13万 | 加仓 |
| THIR | THOR FINL TECHNOLOGIES TR | $1.60万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $1.61万 | 0.01% | 73 | 73 | — | $1.61万 | 新建仓 |
| CRM | SALESFORCE INC | $1.63万 | 0.01% | 104 | -16 | -13.3% | -$2,507 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $1.63万 | 0.01% | 81 | 7 | 9.5% | $1,411 | 加仓 |
| HON | HONEYWELL INTL INC | $1.63万 | 0.01% | 73 | -51 | -41.1% | -$1.14万 | 减仓 |
| CB | CHUBB LIMITED | $1.64万 | 0.01% | 48 | 13 | 37.1% | $4,430 | 加仓 |
| REG | REGENCY CTRS CORP | $1.65万 | 0.01% | 207 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.65万 | 0.01% | 44 | -11 | -20.0% | -$4,128 | 减仓 |
| D | DOMINION ENERGY INC | $1.67万 | 0.01% | 244 | 59 | 31.9% | $4,029 | 加仓 |
| IGSB | ISHARES TR | $1.67万 | 0.01% | 318 | 76 | 31.4% | $3,983 | 加仓 |
| XEL | XCEL ENERGY INC | $1.68万 | 0.01% | 209 | 46 | 28.2% | $3,694 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $1.68万 | 0.01% | 100 | -51 | -33.8% | -$8,561 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.68万 | 0.01% | 142 | 44 | 44.9% | $5,206 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $1.68万 | 0.01% | 83 | 31 | 59.6% | $6,278 | 加仓 |
| TPR | TAPESTRY INC | $1.70万 | 0.01% | 116 | 31 | 36.5% | $4,538 | 加仓 |
| HSBC | HSBC HLDGS PLC | $1.71万 | 0.01% | 180 | 55 | 44.0% | $5,230 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $1.71万 | 0.01% | 158 | 38 | 31.7% | $4,117 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1.71万 | 0.01% | 282 | -1,009 | -78.2% | -$6.13万 | 减仓 |
| RGLD | ROYAL GOLD INC | $1.72万 | 0.01% | 86 | -24 | -21.8% | -$4,791 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $1.72万 | 0.01% | 172 | 16 | 10.3% | $1,604 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1.73万 | 0.01% | 55 | -12 | -17.9% | -$3,775 | 减仓 |
| TTC | TORO CO | $1.73万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $1.74万 | 0.01% | 44 | 14 | 46.7% | $5,523 | 加仓 |
| BX | BLACKSTONE INC | $1.74万 | 0.01% | 148 | 44 | 42.3% | $5,177 | 加仓 |
| KKR | KKR & CO INC | $1.76万 | 0.01% | 192 | -3,056 | -94.1% | -$28.05万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $1.79万 | 0.01% | 78 | 46 | 143.8% | $1.06万 | 加仓 |
| SBUX | STARBUCKS CORP | $1.80万 | 0.01% | 176 | -7 | -3.8% | -$715 | 减仓 |
| ABNB | AIRBNB INC | $1.80万 | 0.01% | 126 | 17 | 15.6% | $2,433 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $1.82万 | 0.01% | 55 | 17 | 44.7% | $5,612 | 加仓 |
| DASH | DOORDASH INC | $1.83万 | 0.01% | 99 | 28 | 39.4% | $5,167 | 加仓 |
| — | WISDOMTREE TR | $1.87万 | 0.01% | 826 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $1.87万 | 0.01% | 114 | 114 | — | $1.87万 | 新建仓 |
| ETN | EATON CORP PLC | $1.87万 | 0.01% | 44 | 1 | 2.3% | $426 | 加仓 |
| IVW | ISHARES TR | $1.88万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $1.89万 | 0.01% | 398 | 74 | 22.8% | $3,517 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1.91万 | 0.01% | 264 | -43 | -14.0% | -$3,103 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $1.91万 | 0.01% | 651 | 21 | 3.3% | $615 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.91万 | 0.01% | 338 | 7 | 2.1% | $396 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2.00万 | 0.01% | 32 | -2 | -5.9% | -$1,247 | 减仓 |
| BC | BRUNSWICK CORP | $2.00万 | 0.01% | 238 | 90 | 60.8% | $7,582 | 加仓 |
| — | ELECTRONIC ARTS INC | $2.03万 | 0.01% | 99 | 21 | 26.9% | $4,306 | 加仓 |
| IEI | ISHARES TR | $2.03万 | 0.01% | 173 | -8 | -4.4% | -$940 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $2.03万 | 0.01% | 229 | 31 | 15.7% | $2,755 | 加仓 |
| GM | GENERAL MTRS CO | $2.03万 | 0.01% | 264 | 53 | 25.1% | $4,085 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $2.06万 | 0.01% | 295 | -34 | -10.3% | -$2,379 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $2.08万 | 0.01% | 431 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $2.10万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $2.11万 | 0.01% | 176 | 51 | 40.8% | $6,126 | 加仓 |
| EOG | EOG RES INC | $2.11万 | 0.01% | 163 | 17 | 11.6% | $2,205 | 加仓 |