13F 机构持仓

Dogwood Wealth Management LLC

LENEXA KS · SEC CIK 0002056922

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.53亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

FBND 8.1%
PVAL 7.9%
VTI 6.7%
QQQM 5.2%
OUNZ 4.5%
AVUV 4.2%
AVLC 3.9%
SHY 3.9%
REGL 3.6%
IDMO 3.5%

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
PSLV SPROTT ASSET MANAGEMENT LP $14.51万0.06%5,950 5,950— $14.51万 新建仓
MO ALTRIA GROUP INC $14.00万0.06%2,122 1296.5% $8,513 加仓
— AMERICAN CENTY ETF TR $13.60万0.06%2,969 -307-9.4% -$1.41万 减仓
MRK MERCK & CO INC $13.56万0.06%1,127 878.4% $1.05万 加仓
PHYS SPROTT ASSET MANAGEMENT LP $12.77万0.06%3,602 3,602— $12.77万 新建仓
AVDE AMERICAN CENTY ETF TR $12.53万0.05%1,477 -43-2.8% -$3,648 减仓
DFIV DIMENSIONAL ETF TRUST $12.31万0.05%2,331 40.2% $211 加仓
ABBV ABBVIE INC $11.96万0.05%550 7716.3% $1.67万 加仓
SPSM SPDR SERIES TRUST $11.94万0.05%2,472 -54-2.1% -$2,609 减仓
GLW CORNING INC $11.83万0.05%870 8210.4% $1.11万 加仓
AVDS AMERICAN CENTY ETF TR $11.22万0.05%1,561 -60-3.7% -$4,311 减仓
VOO VANGUARD INDEX FDS $10.31万0.04%173 00.0% — 不变
SPPP SPROTT ASSET MANAGEMENT LP $9.78万0.04%6,300 6,300— $9.78万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $9.63万0.04%658 335.3% $4,827 加仓
KO COCA COLA CO $9.55万0.04%1,256 22621.9% $1.72万 加仓
HYD VANECK ETF TRUST $9.49万0.04%1,893 00.0% — 不变
ANET ARISTA NETWORKS INC $9.10万0.04%741 8613.1% $1.06万 加仓
CAT CATERPILLAR INC $8.50万0.04%120 2729.0% $1.91万 加仓
— NEOS ETF TRUST $8.31万0.04%1,622 362.3% $1,845 加仓
SLV ISHARES SILVER TR $7.69万0.03%1,128 00.0% — 不变
DE DEERE & CO $7.38万0.03%131 2220.2% $1.24万 加仓
SPYV SPDR SERIES TRUST $7.30万0.03%1,291 -577-30.9% -$3.26万 减仓
VBIL VANGUARD INSTL INDEX FD $7.18万0.03%949 718.1% $5,373 加仓
BAC BANK AMERICA CORP $7.15万0.03%1,466 36533.2% $1.78万 加仓
MS MORGAN STANLEY $6.93万0.03%421 8324.6% $1.37万 加仓
PLD PROLOGIS INC. $6.78万0.03%513 11428.6% $1.51万 加仓
GS GOLDMAN SACHS GROUP INC $6.77万0.03%80 2750.9% $2.28万 加仓
GEV GE VERNOVA INC $6.46万0.03%74 1934.5% $1.66万 加仓
AMAT APPLIED MATLS INC $6.43万0.03%188 6046.9% $2.05万 加仓
VGK VANGUARD INTL EQUITY INDEX F $6.27万0.03%761 00.0% — 不变
RKLB ROCKET LAB CORP $6.26万0.03%975 798.8% $5,073 加仓
LQD ISHARES TR $6.16万0.03%565 420289.7% $4.58万 加仓
TLT ISHARES TR $6.13万0.03%707 526290.6% $4.56万 加仓
AMD ADVANCED MICRO DEVICES INC $6.12万0.03%301 269.5% $5,289 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $6.12万0.03%181 112162.3% $3.79万 加仓
COP CONOCOPHILLIPS $5.97万0.03%452 307211.7% $4.05万 加仓
C CITIGROUP INC $5.72万0.02%504 19663.6% $2.22万 加仓
INTC INTEL CORP $5.67万0.02%1,284 48861.3% $2.15万 加仓
TMO THERMO FISHER SCIENTIFIC INC $5.46万0.02%111 2833.7% $1.38万 加仓
GILD GILEAD SCIENCES INC $5.44万0.02%390 15767.4% $2.19万 加仓
BA BOEING CO $5.43万0.02%273 3313.8% $6,568 加仓
LRCX LAM RESEARCH CORP $5.38万0.02%252 152152.0% $3.25万 加仓
BCS BARCLAYS PLC $5.31万0.02%2,510 00.0% — 不变
IAU ISHARES GOLD TR $5.28万0.02%599 00.0% — 不变
CME CME GROUP INC $5.23万0.02%177 159.3% $4,430 加仓
VIG VANGUARD SPECIALIZED FUNDS $5.23万0.02%243 00.0% — 不变
RTX RTX CORPORATION $5.21万0.02%270 218.4% $4,051 加仓
CIEN CIENA CORP $5.12万0.02%132 1241,550.0% $4.81万 加仓
ABT ABBOTT LABORATORIES $4.99万0.02%486 7418.0% $7,598 加仓
SAN BANCO SANTANDER SA $4.94万0.02%4,380 2095.0% $2,358 加仓
VRT VERTIV HOLDINGS CO $4.91万0.02%196 136226.7% $3.41万 加仓
MCD MCDONALDS CORP $4.90万0.02%158 2619.7% $8,063 加仓
ITW ILLINOIS TOOL WKS INC $4.77万0.02%183 3019.6% $7,824 加仓
SRE SEMPRA $4.72万0.02%486 255.4% $2,427 加仓
STPZ PIMCO ETF TR $4.69万0.02%866 -231-21.1% -$1.25万 减仓
MPC MARATHON PETE CORP $4.62万0.02%189 158.6% $3,663 加仓
RCL ROYAL CARIBBEAN GROUP $4.49万0.02%163 2820.7% $7,705 加仓
WFC WELLS FARGO & CO $4.47万0.02%561 50.9% $398 加仓
KLAC KLA CORP $4.27万0.02%29 15107.1% $2.21万 加仓
NEM NEWMONT CORP $4.21万0.02%389 16069.9% $1.73万 加仓
BMY BRISTOL-MYERS SQUIBB CO $4.21万0.02%694 25257.0% $1.53万 加仓
AMGN AMGEN INC $4.19万0.02%119 4458.7% $1.55万 加仓
SPY STATE STR SPDR S&P 500 ETF T $4.10万0.02%63 00.0% — 不变
PM PHILIP MORRIS INTL INC $4.05万0.02%245 6435.4% $1.06万 加仓
LOW LOWES COS INC $3.99万0.02%169 5548.2% $1.30万 加仓
ORCL ORACLE CORP $3.99万0.02%271 -2,583-90.5% -$38.01万 减仓
— QORVO INC $3.86万0.02%499 00.0% — 不变
SHW SHERWIN WILLIAMS CO $3.86万0.02%120 5481.8% $1.74万 加仓
APP APPLOVIN CORP $3.86万0.02%97 3864.4% $1.51万 加仓
UNP UNION PAC CORP $3.83万0.02%158 5451.9% $1.31万 加仓
HYS PIMCO ETF TR $3.81万0.02%409 -228-35.8% -$2.13万 减仓
SPMO INVESCO EXCH TRADED FD TR II $3.70万0.02%330 -40-10.8% -$4,490 减仓
EMR EMERSON ELEC CO $3.69万0.02%282 145.2% $1,833 加仓
DIS DISNEY WALT CO $3.68万0.02%382 205.5% $1,928 加仓
COF CAPITAL ONE FINL CORP $3.67万0.02%201 -27-11.8% -$4,926 减仓
VWO VANGUARD INTL EQUITY INDEX F $3.48万0.02%644 00.0% — 不变
AXP AMERICAN EXPRESS CO $3.48万0.02%115 3238.6% $9,679 加仓
LITE LUMENTUM HLDGS INC $3.37万0.01%48 27128.6% $1.90万 加仓
SCHW SCHWAB CHARLES CORP $3.28万0.01%349 10241.3% $9,586 加仓
CW CURTISS WRIGHT CORP $3.27万0.01%48 1965.5% $1.29万 加仓
VRTX VERTEX PHARMACEUTICALS INC $3.22万0.01%72 3384.6% $1.47万 加仓
SPG SIMON PPTY GROUP INC NEW $3.19万0.01%171 4131.5% $7,648 加仓
PH PARKER-HANNIFIN CORP $3.13万0.01%35 829.6% $7,162 加仓
SHEL SHELL PLC $3.12万0.01%336 7528.7% $6,969 加仓
VZ VERIZON COMMUNICATIONS INC $3.08万0.01%613 29190.4% $1.46万 加仓
APH AMPHENOL CORP $3.07万0.01%243 3516.8% $4,422 加仓
AEP AMERICAN ELEC PWR CO INC $3.01万0.01%230 -5-2.1% -$655 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $2.98万0.01%76 40111.1% $1.57万 加仓
TXN TEXAS INSTRS INC $2.91万0.01%150 78108.3% $1.51万 加仓
PNC PNC FINL SVCS GROUP INC $2.87万0.01%138 6179.2% $1.27万 加仓
CHRW C H ROBINSON WORLDWIDE IN $2.86万0.01%172 42.4% $664 加仓
PFE PFIZER INC $2.85万0.01%1,014 50298.0% $1.41万 加仓
CVS CVS HEALTH CORP $2.84万0.01%395 256.8% $1,796 加仓
VPL VANGUARD INTL EQUITY INDEX F $2.82万0.01%289 00.0% — 不变
— HONEYWELL INTL INC $2.81万0.01%124 5887.9% $1.32万 加仓
RGLD ROYAL GOLD INC $2.80万0.01%110 -27-19.7% -$6,871 减仓
BNY BANK NEW YORK MELLON CORP $2.79万0.01%235 146164.0% $1.73万 加仓
TFC TRUIST FINL CORP $2.79万0.01%606 14631.7% $6,712 加仓
SLB SLB LIMITED $2.79万0.01%542 22872.6% $1.17万 加仓
NYT NEW YORK TIMES CO MTN BE $2.75万0.01%329 4013.8% $3,349 加仓