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 |
|---|---|---|---|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC | $6.32万 | 0.02% | 126 | 15 | 13.5% | $7,520 | 加仓 |
| SAN | BANCO SANTANDER SA | $6.35万 | 0.03% | 4,602 | 222 | 5.1% | $3,064 | 加仓 |
| CIEN | CIENA CORP | $6.48万 | 0.03% | 132 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $6.54万 | 0.03% | 302 | 29 | 10.6% | $6,278 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $6.58万 | 0.03% | 395 | -832 | -67.8% | -$13.87万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $6.74万 | 0.03% | 761 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $7.00万 | 0.03% | 2,607 | 97 | 3.9% | $2,605 | 加仓 |
| MDT | MEDTRONIC PLC | $7.06万 | 0.03% | 903 | -1,567 | -63.4% | -$12.26万 | 减仓 |
| FTV | FORTIVE CORP | $7.28万 | 0.03% | 1,192 | -2,631 | -68.8% | -$16.07万 | 减仓 |
| DHR | DANAHER CORP DEL | $7.37万 | 0.03% | 387 | -541 | -58.3% | -$10.31万 | 减仓 |
| PLD | PROLOGIS INC. | $7.56万 | 0.03% | 558 | 45 | 8.8% | $6,098 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $7.64万 | 0.03% | 1,010 | 61 | 6.4% | $4,616 | 加仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $7.84万 | 0.03% | 6,300 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $7.97万 | 0.03% | 176 | -278 | -61.2% | -$12.59万 | 减仓 |
| LQD | ISHARES TR | $7.97万 | 0.03% | 731 | 166 | 29.4% | $1.81万 | 加仓 |
| TLT | ISHARES TR | $8.05万 | 0.03% | 931 | 224 | 31.7% | $1.94万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $8.11万 | 0.03% | 242 | 46 | 23.5% | $1.54万 | 加仓 |
| DE | DEERE & CO | $8.31万 | 0.03% | 131 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $8.36万 | 0.03% | 822 | -153 | -15.7% | -$1.56万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $8.75万 | 0.03% | 596 | -1,197 | -66.8% | -$17.57万 | 减仓 |
| KLAC | KLA CORP | $8.75万 | 0.03% | 290 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $8.87万 | 0.04% | 634 | 130 | 25.8% | $1.82万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $8.97万 | 0.04% | 301 | 37 | 14.0% | $1.10万 | 加仓 |
| AME | AMETEK INC | $9.12万 | 0.04% | 377 | -726 | -65.8% | -$17.56万 | 减仓 |
| SPGI | S&P GLOBAL INC | $9.16万 | 0.04% | 225 | 184 | 448.8% | $7.49万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $9.33万 | 0.04% | 2,002 | -967 | -32.6% | -$4.50万 | 减仓 |
| GEV | GE VERNOVA INC | $9.40万 | 0.04% | 80 | 6 | 8.1% | $7,049 | 加仓 |
| HYD | VANECK ETF TRUST | $9.75万 | 0.04% | 1,893 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $9.77万 | 0.04% | 235 | 135 | 135.0% | $5.61万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $10.13万 | 0.04% | 105 | 29 | 38.2% | $2.80万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $10.32万 | 0.04% | 216 | 35 | 19.3% | $1.67万 | 加仓 |
| MS | MORGAN STANLEY | $10.39万 | 0.04% | 497 | 76 | 18.1% | $1.59万 | 加仓 |
| BAC | BANK OF AMER CORP | $10.61万 | 0.04% | 1,862 | 396 | 27.0% | $2.26万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $10.62万 | 0.04% | 105 | 25 | 31.2% | $2.53万 | 加仓 |
| KO | COCA COLA CO | $10.64万 | 0.04% | 1,309 | 53 | 4.2% | $4,307 | 加仓 |
| HCA | HCA HEALTHCARE INC | $10.80万 | 0.04% | 277 | 241 | 669.4% | $9.40万 | 加仓 |
| NFLX | NETFLIX INC. | $10.83万 | 0.04% | 1,517 | -199 | -11.6% | -$1.42万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $10.87万 | 0.04% | 3,602 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $10.91万 | 0.04% | 48 | 6 | 14.3% | $1.36万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $11.23万 | 0.04% | 5,950 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $11.40万 | 0.05% | 2,042 | 420 | 25.9% | $2.35万 | 加仓 |
| CVX | CHEVRON CORPORATION | $11.51万 | 0.05% | 694 | -54 | -7.2% | -$8,957 | 减仓 |
| GLW | CORNING INC | $11.65万 | 0.05% | 456 | -414 | -47.6% | -$10.57万 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $11.75万 | 0.05% | 1,561 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $11.86万 | 0.05% | 173 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $12.15万 | 0.05% | 483 | -67 | -12.2% | -$1.69万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $12.78万 | 0.05% | 2,366 | 35 | 1.5% | $1,891 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $13.20万 | 0.05% | 1,480 | 3 | 0.2% | $268 | 加仓 |
| MRK | MERCK & CO INC | $13.24万 | 0.05% | 1,030 | -97 | -8.6% | -$1.25万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $13.51万 | 0.05% | 2,343 | -129 | -5.2% | -$7,438 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $13.86万 | 0.05% | 811 | 811 | — | $13.86万 | 新建仓 |
| MO | ALTRIA GROUP INC | $14.15万 | 0.06% | 1,966 | -156 | -7.4% | -$1.12万 | 减仓 |
| HD | HOME DEPOT INC | $14.47万 | 0.06% | 410 | -976 | -70.4% | -$34.44万 | 减仓 |
| CAT | CATERPILLAR INC | $14.59万 | 0.06% | 137 | 17 | 14.2% | $1.81万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $14.94万 | 0.06% | 2,691 | -2,671 | -49.8% | -$14.82万 | 减仓 |
| MCD | MCDONALDS CORP | $15.60万 | 0.06% | 577 | 419 | 265.2% | $11.33万 | 加仓 |
| TMUS | T-MOBILE US INC | $15.60万 | 0.06% | 930 | -15 | -1.6% | -$2,516 | 减仓 |
| INTC | INTEL CORP | $16.83万 | 0.07% | 1,205 | -79 | -6.2% | -$1.10万 | 减仓 |
| AMAT | APPLIED MATLS INC | $16.99万 | 0.07% | 235 | 47 | 25.0% | $3.40万 | 加仓 |
| IEF | ISHARES TR | $17.65万 | 0.07% | 1,866 | 144 | 8.4% | $1.36万 | 加仓 |
| INTU | INTUIT | $17.70万 | 0.07% | 678 | 113 | 20.0% | $2.95万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $18.67万 | 0.07% | 1,475 | -3,903 | -72.6% | -$49.40万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $19.62万 | 0.08% | 3,848 | -400 | -9.4% | -$2.04万 | 减仓 |
| IJS | ISHARES TR | $19.90万 | 0.08% | 1,456 | 1 | 0.1% | $137 | 加仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $22.46万 | 0.09% | 6,622 | 2,139 | 47.7% | $7.25万 | 加仓 |
| AGG | ISHARES TR | $23.01万 | 0.09% | 2,325 | -2,143 | -48.0% | -$21.21万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.27万 | 0.10% | 435 | 134 | 44.5% | $7.78万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $26.19万 | 0.10% | 3,568 | 3,568 | — | $26.19万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $26.54万 | 0.10% | 192 | -160 | -45.5% | -$22.12万 | 减仓 |
| SNPS | SYNOPSYS INC | $27.43万 | 0.11% | 615 | 592 | 2,573.9% | $26.41万 | 加仓 |
| CSCO | CISCO SYS INC | $28.34万 | 0.11% | 2,413 | 90 | 3.9% | $1.06万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $28.88万 | 0.11% | 7,178 | -2,247 | -23.8% | -$9.04万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $29.54万 | 0.12% | 5,840 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $30.55万 | 0.12% | 1,123 | 965 | 610.8% | $26.25万 | 加仓 |
| PGR | PROGRESSIVE CORP | $30.78万 | 0.12% | 1,409 | -76 | -5.1% | -$1.66万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $30.97万 | 0.12% | 3,396 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $31.47万 | 0.12% | 2,077 | -305 | -12.8% | -$4.62万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $32.11万 | 0.13% | 3,330 | -4,721 | -58.6% | -$45.53万 | 减仓 |
| PEP | PEPSICO INC | $32.33万 | 0.13% | 2,388 | -533 | -18.2% | -$7.22万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $32.68万 | 0.13% | 2,552 | -4 | -0.2% | -$512 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $32.81万 | 0.13% | 6,533 | 535 | 8.9% | $2.69万 | 加仓 |
| WM | WASTE MGMT INC DEL | $33.50万 | 0.13% | 1,503 | -131 | -8.0% | -$2.92万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $33.57万 | 0.13% | 992 | 114 | 13.0% | $3.86万 | 加仓 |
| TSLA | TESLA INC | $33.94万 | 0.13% | 807 | 14 | 1.8% | $5,888 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $34.10万 | 0.13% | 256 | -12 | -4.5% | -$1.60万 | 减仓 |
| NOW | SERVICENOW INC | $35.97万 | 0.14% | 3,623 | 649 | 21.8% | $6.44万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $36.25万 | 0.14% | 2,134 | 1,393 | 188.0% | $23.66万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $36.98万 | 0.15% | 720 | -52 | -6.7% | -$2.67万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $41.64万 | 0.16% | 1,639 | -564 | -25.6% | -$14.33万 | 减仓 |
| GE | GE AEROSPACE | $41.75万 | 0.16% | 1,117 | -199 | -15.1% | -$7.44万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.78万 | 0.17% | 875 | -102 | -10.4% | -$5.10万 | 减仓 |
| ASML | ASML HLDG NV | $44.56万 | 0.18% | 224 | 53 | 31.0% | $10.54万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $49.38万 | 0.19% | 647 | -178 | -21.6% | -$13.58万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $56.12万 | 0.22% | 1,295 | 1,043 | 413.9% | $45.20万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $61.87万 | 0.24% | 536 | 47 | 9.6% | $5.43万 | 加仓 |
| WELL | WELLTOWER INC | $67.02万 | 0.26% | 2,953 | -773 | -20.7% | -$17.54万 | 减仓 |
| META | META PLATFORMS INC | $68.21万 | 0.27% | 1,211 | 352 | 41.0% | $19.83万 | 加仓 |
| GOOG | ALPHABET INC | $69.47万 | 0.27% | 1,966 | -501 | -20.3% | -$17.70万 | 减仓 |
| V | VISA INC | $74.00万 | 0.29% | 2,157 | -252 | -10.5% | -$8.65万 | 减仓 |
| GOOGL | ALPHABET INC | $74.69万 | 0.29% | 2,090 | -221 | -9.6% | -$7.90万 | 减仓 |