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 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $2.14万 | 0.01% | 42 | 12 | 40.0% | $6,113 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2.15万 | 0.01% | 65 | 20 | 44.4% | $6,609 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $2.16万 | 0.01% | 123 | 5 | 4.2% | $879 | 加仓 |
| PSA | PUBLIC STORAGE | $2.16万 | 0.01% | 68 | 28 | 70.0% | $8,913 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2.19万 | 0.01% | 595 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $2.20万 | 0.01% | 520 | -93 | -15.2% | -$3,938 | 减仓 |
| BPOP | POPULAR INC | $2.22万 | 0.01% | 135 | 12 | 9.8% | $1,970 | 加仓 |
| SCZ | ISHARES TR | $2.25万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.28万 | 0.01% | 269 | 21 | 8.5% | $1,779 | 加仓 |
| GLD | SPDR GOLD TR | $2.28万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $2.35万 | 0.01% | 734 | -60 | -7.6% | -$1,918 | 减仓 |
| QYLD | GLOBAL X FDS | $2.40万 | 0.01% | 1,300 | 39 | 3.1% | $719 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2.47万 | 0.01% | 138 | 19 | 16.0% | $3,406 | 加仓 |
| QCOM | QUALCOMM INC | $2.48万 | 0.01% | 134 | -2,347 | -94.6% | -$43.37万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.48万 | 0.01% | 50 | -22 | -30.6% | -$1.09万 | 减仓 |
| TFC | TRUIST FINL CORP | $2.49万 | 0.01% | 499 | -107 | -17.7% | -$5,331 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $2.51万 | 0.01% | 64 | 5 | 8.5% | $1,957 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $2.52万 | 0.01% | 947 | 206 | 27.8% | $5,492 | 加仓 |
| SII | SPROTT INC | $2.55万 | 0.01% | 227 | 46 | 25.4% | $5,168 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $2.56万 | 0.01% | 327 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $2.57万 | 0.01% | 157 | 42 | 36.5% | $6,870 | 加仓 |
| FIX | COMFORT SYS USA INC | $2.58万 | 0.01% | 13 | 5 | 62.5% | $9,910 | 加仓 |
| SHEL | SHELL PLC | $2.60万 | 0.01% | 336 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $2.62万 | 0.01% | 201 | 201 | — | $2.62万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $2.66万 | 0.01% | 75 | 23 | 44.2% | $8,148 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2.68万 | 0.01% | 215 | 128 | 147.1% | $1.59万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2.70万 | 0.01% | 293 | -56 | -16.0% | -$5,167 | 减仓 |
| EQIX | EQUINIX INC | $2.71万 | 0.01% | 26 | 3 | 13.0% | $3,127 | 加仓 |
| URI | UNITED RENTALS INC | $2.72万 | 0.01% | 24 | 6 | 33.3% | $6,797 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $2.75万 | 0.01% | 200 | 200 | — | $2.75万 | 新建仓 |
| ECL | ECOLAB INC | $2.85万 | 0.01% | 102 | 12 | 13.3% | $3,353 | 加仓 |
| SLB | SLB LIMITED | $2.87万 | 0.01% | 618 | 76 | 14.0% | $3,533 | 加仓 |
| CMI | CUMMINS INC | $2.92万 | 0.01% | 41 | 2 | 5.1% | $1,426 | 加仓 |
| COP | CONOCOPHILLIPS | $2.93万 | 0.01% | 282 | -170 | -37.6% | -$1.77万 | 减仓 |
| OKE | ONEOK INC NEW | $2.94万 | 0.01% | 338 | 34 | 11.2% | $2,956 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $2.96万 | 0.01% | 80 | 18 | 29.0% | $6,671 | 加仓 |
| SHV | ISHARES TR | $2.98万 | 0.01% | 270 | 69 | 34.3% | $7,614 | 加仓 |
| PWR | QUANTA SVCS INC | $3.02万 | 0.01% | 42 | 2 | 5.0% | $1,440 | 加仓 |
| ADI | ANALOG DEVICES INC | $3.06万 | 0.01% | 77 | 2 | 2.7% | $794 | 加仓 |
| ROST | ROSS STORES INC | $3.11万 | 0.01% | 146 | 33 | 29.2% | $7,024 | 加仓 |
| LOW | LOWES COS INC | $3.18万 | 0.01% | 144 | -25 | -14.8% | -$5,512 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $3.23万 | 0.01% | 120 | 14 | 13.2% | $3,764 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $3.23万 | 0.01% | 221 | 19 | 9.4% | $2,776 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $3.25万 | 0.01% | 132 | -6 | -4.3% | -$1,477 | 减仓 |
| EMR | EMERSON ELEC CO | $3.28万 | 0.01% | 229 | -53 | -18.8% | -$7,597 | 减仓 |
| NEM | NEWMONT CORP | $3.33万 | 0.01% | 357 | -32 | -8.2% | -$2,989 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $3.34万 | 0.01% | 289 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $3.37万 | 0.01% | 35 | 11 | 45.8% | $1.06万 | 加仓 |
| AMGN | AMGEN INC | $3.37万 | 0.01% | 93 | -26 | -21.8% | -$9,415 | 减仓 |
| TQQQ | PROSHARES TR | $3.37万 | 0.01% | 416 | 1 | 0.2% | $81 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $3.42万 | 0.01% | 192 | 117 | 156.0% | $2.09万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3.44万 | 0.01% | 597 | -97 | -14.0% | -$5,589 | 减仓 |
| LIN | LINDE PLC | $3.58万 | 0.01% | 69 | 16 | 30.2% | $8,303 | 加仓 |
| CME | CME GROUP INC | $3.62万 | 0.01% | 164 | -13 | -7.3% | -$2,871 | 减仓 |
| SO | SOUTHERN CO | $3.66万 | 0.01% | 382 | -3,669 | -90.6% | -$35.12万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3.67万 | 0.01% | 268 | 38 | 16.5% | $5,199 | 加仓 |
| BE | BLOOM ENERGY CORP | $3.75万 | 0.01% | 124 | 29 | 30.5% | $8,778 | 加仓 |
| DIS | DISNEY WALT CO | $3.76万 | 0.01% | 391 | 9 | 2.4% | $866 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.84万 | 0.02% | 644 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $3.91万 | 0.02% | 195 | -6 | -3.0% | -$1,204 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $4.01万 | 0.02% | 41 | 6 | 17.1% | $5,869 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $4.02万 | 0.02% | 278 | 43 | 18.3% | $6,218 | 加仓 |
| USB | US BANCORP | $4.15万 | 0.02% | 687 | 170 | 32.9% | $1.03万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $4.16万 | 0.02% | 122 | -35 | -22.3% | -$1.19万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $4.18万 | 0.02% | 121 | 1 | 0.8% | $346 | 加仓 |
| ORCL | ORACLE CORP | $4.24万 | 0.02% | 289 | 18 | 6.6% | $2,638 | 加仓 |
| CW | CURTISS WRIGHT CORP | $4.24万 | 0.02% | 56 | 8 | 16.7% | $6,062 | 加仓 |
| PTC | PTC INC | $4.26万 | 0.02% | 375 | -905 | -70.7% | -$10.28万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $4.29万 | 0.02% | 192 | 21 | 12.3% | $4,697 | 加仓 |
| GILD | GILEAD SCIENCES INC | $4.30万 | 0.02% | 340 | -50 | -12.8% | -$6,317 | 减仓 |
| STPZ | PIMCO ETF TR | $4.38万 | 0.02% | 821 | -45 | -5.2% | -$2,400 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $4.46万 | 0.02% | 237 | 65 | 37.8% | $1.22万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $4.47万 | 0.02% | 247 | 2 | 0.8% | $362 | 加仓 |
| IAU | ISHARES GOLD TR | $4.52万 | 0.02% | 599 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $4.55万 | 0.02% | 53 | 5 | 10.4% | $4,290 | 加仓 |
| HYS | PIMCO ETF TR | $4.58万 | 0.02% | 490 | 81 | 19.8% | $7,575 | 加仓 |
| — | QORVO INC | $4.65万 | 0.02% | 499 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4.70万 | 0.02% | 63 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $4.96万 | 0.02% | 183 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $4.99万 | 0.02% | 283 | 40 | 16.5% | $7,053 | 加仓 |
| CVS | CVS HEALTH CORP | $5.00万 | 0.02% | 483 | 88 | 22.3% | $9,104 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $5.02万 | 0.02% | 158 | -5 | -3.1% | -$1,588 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5.05万 | 0.02% | 433 | -225 | -34.2% | -$2.63万 | 减仓 |
| SRE | SEMPRA | $5.08万 | 0.02% | 548 | 62 | 12.8% | $5,748 | 加仓 |
| TXN | TEXAS INSTRS INC | $5.22万 | 0.02% | 175 | 25 | 16.7% | $7,452 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $5.29万 | 0.02% | 236 | -1,379 | -85.4% | -$30.92万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $5.31万 | 0.02% | 157 | 42 | 36.5% | $1.42万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $5.35万 | 0.02% | 331 | 1 | 0.3% | $162 | 加仓 |
| APP | APPLOVIN CORP | $5.36万 | 0.02% | 104 | 7 | 7.2% | $3,607 | 加仓 |
| WFC | WELLS FARGO & CO | $5.40万 | 0.02% | 654 | 93 | 16.6% | $7,686 | 加仓 |
| MPC | MARATHON PETE CORP | $5.50万 | 0.02% | 215 | 26 | 13.8% | $6,647 | 加仓 |
| ABT | ABBOTT LABORATORIES | $5.54万 | 0.02% | 611 | 125 | 25.7% | $1.13万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5.68万 | 0.02% | 202 | 94 | 87.0% | $2.64万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $5.75万 | 0.02% | 90 | 20 | 28.6% | $1.28万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $5.91万 | 0.02% | 673 | -1,267 | -65.3% | -$11.12万 | 减仓 |
| KR | KROGER CO | $5.95万 | 0.02% | 1,071 | -2,194 | -67.2% | -$12.18万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $6.01万 | 0.02% | 1,920 | 1,753 | 1,049.7% | $5.49万 | 加仓 |
| SLV | ISHARES SILVER TR | $6.03万 | 0.02% | 1,128 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $6.20万 | 0.02% | 291 | -681 | -70.1% | -$14.51万 | 减仓 |
| RTX | RTX CORPORATION | $6.22万 | 0.02% | 328 | 58 | 21.5% | $1.10万 | 加仓 |