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 |
|---|---|---|---|---|---|---|---|---|
| AEM | AGNICO EAGLE MINES LTD | $2.11万 | 0.01% | 104 | 33 | 46.5% | $6,698 | 加仓 |
| T | AT&T INC | $2.13万 | 0.01% | 736 | 404 | 121.7% | $1.17万 | 加仓 |
| IEI | ISHARES TR | $2.15万 | 0.01% | 181 | 137 | 311.4% | $1.62万 | 加仓 |
| SCZ | ISHARES TR | $2.15万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $2.15万 | 0.01% | 119 | 94 | 376.0% | $1.70万 | 加仓 |
| QYLD | GLOBAL X FDS | $2.16万 | 0.01% | 1,261 | 37 | 3.0% | $635 | 加仓 |
| PWR | QUANTA SVCS INC | $2.20万 | 0.01% | 40 | 10 | 33.3% | $5,490 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2.21万 | 0.01% | 307 | -6,902 | -95.7% | -$49.65万 | 减仓 |
| SHV | ISHARES TR | $2.22万 | 0.01% | 201 | 152 | 310.2% | $1.68万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $2.22万 | 0.01% | 238 | 225 | 1,730.8% | $2.10万 | 重新持有 |
| CRM | SALESFORCE INC | $2.24万 | 0.01% | 120 | 12 | 11.1% | $2,240 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2.25万 | 0.01% | 595 | -21 | -3.4% | -$795 | 减仓 |
| EQIX | EQUINIX INC | $2.25万 | 0.01% | 23 | 8 | 53.3% | $7,842 | 重新持有 |
| BLK | BLACKROCK INC | $2.31万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $2.33万 | 0.01% | 118 | 22 | 22.9% | $4,351 | 加仓 |
| ADI | ANALOG DEVICES INC | $2.39万 | 0.01% | 75 | 41 | 120.6% | $1.30万 | 加仓 |
| ECL | ECOLAB INC | $2.40万 | 0.01% | 90 | 9 | 11.1% | $2,402 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $2.44万 | 0.01% | 106 | 34 | 47.2% | $7,836 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2.44万 | 0.01% | 53 | -3 | -5.4% | -$1,383 | 减仓 |
| ROST | ROSS STORES INC | $2.45万 | 0.01% | 113 | 17 | 17.7% | $3,683 | 加仓 |
| PSX | PHILLIPS 66 | $2.51万 | 0.01% | 138 | 99 | 253.8% | $1.80万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2.52万 | 0.01% | 157 | 146 | 1,327.3% | $2.34万 | 加仓 |
| SII | SPROTT INC | $2.59万 | 0.01% | 181 | 26 | 16.8% | $3,715 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.61万 | 0.01% | 264 | 86 | 48.3% | $8,518 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.62万 | 0.01% | 108 | 47 | 77.0% | $1.14万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $2.62万 | 0.01% | 151 | 51 | 51.0% | $8,853 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $2.63万 | 0.01% | 232 | -2,477 | -91.4% | -$28.03万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $2.63万 | 0.01% | 34 | 12 | 54.5% | $9,272 | 加仓 |
| LIN | LINDE PLC | $2.63万 | 0.01% | 53 | 38 | 253.3% | $1.88万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.65万 | 0.01% | 202 | 55 | 37.4% | $7,202 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $2.66万 | 0.01% | 794 | -19,246 | -96.0% | -$64.53万 | 减仓 |
| GLD | SPDR GOLD TR | $2.67万 | 0.01% | 62 | 62 | — | $2.67万 | 新建仓 |
| SNDK | SANDISK CORP | $2.67万 | 0.01% | 42 | 29 | 223.1% | $1.84万 | 加仓 |
| USB | US BANCORP | $2.69万 | 0.01% | 517 | 107 | 26.1% | $5,565 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2.71万 | 0.01% | 100 | 16 | 19.0% | $4,329 | 加仓 |
| OKE | ONEOK INC NEW | $2.75万 | 0.01% | 304 | 240 | 375.0% | $2.17万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $2.75万 | 0.01% | 329 | 40 | 13.8% | $3,349 | 加仓 |
| SLB | SLB LIMITED | $2.79万 | 0.01% | 542 | 228 | 72.6% | $1.17万 | 加仓 |
| TFC | TRUIST FINL CORP | $2.79万 | 0.01% | 606 | 146 | 31.7% | $6,712 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $2.79万 | 0.01% | 235 | 146 | 164.0% | $1.73万 | 加仓 |
| RGLD | ROYAL GOLD INC | $2.80万 | 0.01% | 110 | -27 | -19.7% | -$6,871 | 减仓 |
| — | HONEYWELL INTL INC | $2.81万 | 0.01% | 124 | 58 | 87.9% | $1.32万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $2.82万 | 0.01% | 289 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $2.84万 | 0.01% | 395 | 25 | 6.8% | $1,796 | 加仓 |
| PFE | PFIZER INC | $2.85万 | 0.01% | 1,014 | 502 | 98.0% | $1.41万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $2.86万 | 0.01% | 172 | 4 | 2.4% | $664 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $2.87万 | 0.01% | 138 | 61 | 79.2% | $1.27万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2.91万 | 0.01% | 150 | 78 | 108.3% | $1.51万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.98万 | 0.01% | 76 | 40 | 111.1% | $1.57万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3.01万 | 0.01% | 230 | -5 | -2.1% | -$655 | 减仓 |
| APH | AMPHENOL CORP | $3.07万 | 0.01% | 243 | 35 | 16.8% | $4,422 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3.08万 | 0.01% | 613 | 291 | 90.4% | $1.46万 | 加仓 |
| SHEL | SHELL PLC | $3.12万 | 0.01% | 336 | 75 | 28.7% | $6,969 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $3.13万 | 0.01% | 35 | 8 | 29.6% | $7,162 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $3.19万 | 0.01% | 171 | 41 | 31.5% | $7,648 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3.22万 | 0.01% | 72 | 33 | 84.6% | $1.47万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $3.27万 | 0.01% | 48 | 19 | 65.5% | $1.29万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $3.28万 | 0.01% | 349 | 102 | 41.3% | $9,586 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $3.37万 | 0.01% | 48 | 27 | 128.6% | $1.90万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3.48万 | 0.02% | 115 | 32 | 38.6% | $9,679 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.48万 | 0.02% | 644 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $3.67万 | 0.02% | 201 | -27 | -11.8% | -$4,926 | 减仓 |
| DIS | DISNEY WALT CO | $3.68万 | 0.02% | 382 | 20 | 5.5% | $1,928 | 加仓 |
| EMR | EMERSON ELEC CO | $3.69万 | 0.02% | 282 | 14 | 5.2% | $1,833 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $3.70万 | 0.02% | 330 | -40 | -10.8% | -$4,490 | 减仓 |
| HYS | PIMCO ETF TR | $3.81万 | 0.02% | 409 | -228 | -35.8% | -$2.13万 | 减仓 |
| UNP | UNION PAC CORP | $3.83万 | 0.02% | 158 | 54 | 51.9% | $1.31万 | 加仓 |
| APP | APPLOVIN CORP | $3.86万 | 0.02% | 97 | 38 | 64.4% | $1.51万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $3.86万 | 0.02% | 120 | 54 | 81.8% | $1.74万 | 加仓 |
| — | QORVO INC | $3.86万 | 0.02% | 499 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $3.99万 | 0.02% | 271 | -2,583 | -90.5% | -$38.01万 | 减仓 |
| LOW | LOWES COS INC | $3.99万 | 0.02% | 169 | 55 | 48.2% | $1.30万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $4.05万 | 0.02% | 245 | 64 | 35.4% | $1.06万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4.10万 | 0.02% | 63 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $4.19万 | 0.02% | 119 | 44 | 58.7% | $1.55万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4.21万 | 0.02% | 694 | 252 | 57.0% | $1.53万 | 加仓 |
| NEM | NEWMONT CORP | $4.21万 | 0.02% | 389 | 160 | 69.9% | $1.73万 | 加仓 |
| KLAC | KLA CORP | $4.27万 | 0.02% | 29 | 15 | 107.1% | $2.21万 | 加仓 |
| WFC | WELLS FARGO & CO | $4.47万 | 0.02% | 561 | 5 | 0.9% | $398 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $4.49万 | 0.02% | 163 | 28 | 20.7% | $7,705 | 加仓 |
| MPC | MARATHON PETE CORP | $4.62万 | 0.02% | 189 | 15 | 8.6% | $3,663 | 加仓 |
| STPZ | PIMCO ETF TR | $4.69万 | 0.02% | 866 | -231 | -21.1% | -$1.25万 | 减仓 |
| SRE | SEMPRA | $4.72万 | 0.02% | 486 | 25 | 5.4% | $2,427 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $4.77万 | 0.02% | 183 | 30 | 19.6% | $7,824 | 加仓 |
| MCD | MCDONALDS CORP | $4.90万 | 0.02% | 158 | 26 | 19.7% | $8,063 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $4.91万 | 0.02% | 196 | 136 | 226.7% | $3.41万 | 加仓 |
| SAN | BANCO SANTANDER SA | $4.94万 | 0.02% | 4,380 | 209 | 5.0% | $2,358 | 加仓 |
| ABT | ABBOTT LABORATORIES | $4.99万 | 0.02% | 486 | 74 | 18.0% | $7,598 | 加仓 |
| CIEN | CIENA CORP | $5.12万 | 0.02% | 132 | 124 | 1,550.0% | $4.81万 | 加仓 |
| RTX | RTX CORPORATION | $5.21万 | 0.02% | 270 | 21 | 8.4% | $4,051 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $5.23万 | 0.02% | 243 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $5.23万 | 0.02% | 177 | 15 | 9.3% | $4,430 | 加仓 |
| IAU | ISHARES GOLD TR | $5.28万 | 0.02% | 599 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $5.31万 | 0.02% | 2,510 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $5.38万 | 0.02% | 252 | 152 | 152.0% | $3.25万 | 加仓 |
| BA | BOEING CO | $5.43万 | 0.02% | 273 | 33 | 13.8% | $6,568 | 加仓 |
| GILD | GILEAD SCIENCES INC | $5.44万 | 0.02% | 390 | 157 | 67.4% | $2.19万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5.46万 | 0.02% | 111 | 28 | 33.7% | $1.38万 | 加仓 |
| INTC | INTEL CORP | $5.67万 | 0.02% | 1,284 | 488 | 61.3% | $2.15万 | 加仓 |
| C | CITIGROUP INC | $5.72万 | 0.02% | 504 | 196 | 63.6% | $2.22万 | 加仓 |