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 |
|---|---|---|---|---|---|---|---|---|
| PSLV | SPROTT ASSET MANAGEMENT LP | $11.23万 | 0.04% | 5,950 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $10.91万 | 0.04% | 48 | 6 | 14.3% | $1.36万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $10.87万 | 0.04% | 3,602 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $10.83万 | 0.04% | 1,517 | -199 | -11.6% | -$1.42万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $10.80万 | 0.04% | 277 | 241 | 669.4% | $9.40万 | 加仓 |
| KO | COCA COLA CO | $10.64万 | 0.04% | 1,309 | 53 | 4.2% | $4,307 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $10.62万 | 0.04% | 105 | 25 | 31.2% | $2.53万 | 加仓 |
| BAC | BANK OF AMER CORP | $10.61万 | 0.04% | 1,862 | 396 | 27.0% | $2.26万 | 加仓 |
| MS | MORGAN STANLEY | $10.39万 | 0.04% | 497 | 76 | 18.1% | $1.59万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $10.32万 | 0.04% | 216 | 35 | 19.3% | $1.67万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $10.13万 | 0.04% | 105 | 29 | 38.2% | $2.80万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $9.77万 | 0.04% | 235 | 135 | 135.0% | $5.61万 | 加仓 |
| HYD | VANECK ETF TRUST | $9.75万 | 0.04% | 1,893 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $9.40万 | 0.04% | 80 | 6 | 8.1% | $7,049 | 加仓 |
| — | AMERICAN CENTY ETF TR | $9.33万 | 0.04% | 2,002 | -967 | -32.6% | -$4.50万 | 减仓 |
| SPGI | S&P GLOBAL INC | $9.16万 | 0.04% | 225 | 184 | 448.8% | $7.49万 | 加仓 |
| AME | AMETEK INC | $9.12万 | 0.04% | 377 | -726 | -65.8% | -$17.56万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $8.97万 | 0.04% | 301 | 37 | 14.0% | $1.10万 | 加仓 |
| C | CITIGROUP INC | $8.87万 | 0.04% | 634 | 130 | 25.8% | $1.82万 | 加仓 |
| KLAC | KLA CORP | $8.75万 | 0.03% | 290 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $8.75万 | 0.03% | 596 | -1,197 | -66.8% | -$17.57万 | 减仓 |
| RKLB | ROCKET LAB CORP | $8.36万 | 0.03% | 822 | -153 | -15.7% | -$1.56万 | 减仓 |
| DE | DEERE & CO | $8.31万 | 0.03% | 131 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $8.11万 | 0.03% | 242 | 46 | 23.5% | $1.54万 | 加仓 |
| TLT | ISHARES TR | $8.05万 | 0.03% | 931 | 224 | 31.7% | $1.94万 | 加仓 |
| LQD | ISHARES TR | $7.97万 | 0.03% | 731 | 166 | 29.4% | $1.81万 | 加仓 |
| MCO | MOODYS CORP | $7.97万 | 0.03% | 176 | -278 | -61.2% | -$12.59万 | 减仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $7.84万 | 0.03% | 6,300 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $7.64万 | 0.03% | 1,010 | 61 | 6.4% | $4,616 | 加仓 |
| PLD | PROLOGIS INC. | $7.56万 | 0.03% | 558 | 45 | 8.8% | $6,098 | 加仓 |
| DHR | DANAHER CORP DEL | $7.37万 | 0.03% | 387 | -541 | -58.3% | -$10.31万 | 减仓 |
| FTV | FORTIVE CORP | $7.28万 | 0.03% | 1,192 | -2,631 | -68.8% | -$16.07万 | 减仓 |
| MDT | MEDTRONIC PLC | $7.06万 | 0.03% | 903 | -1,567 | -63.4% | -$12.26万 | 减仓 |
| BCS | BARCLAYS PLC | $7.00万 | 0.03% | 2,607 | 97 | 3.9% | $2,605 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $6.74万 | 0.03% | 761 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $6.58万 | 0.03% | 395 | -832 | -67.8% | -$13.87万 | 减仓 |
| BA | BOEING CO | $6.54万 | 0.03% | 302 | 29 | 10.6% | $6,278 | 加仓 |
| CIEN | CIENA CORP | $6.48万 | 0.03% | 132 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $6.35万 | 0.03% | 4,602 | 222 | 5.1% | $3,064 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6.32万 | 0.02% | 126 | 15 | 13.5% | $7,520 | 加仓 |
| RTX | RTX CORPORATION | $6.22万 | 0.02% | 328 | 58 | 21.5% | $1.10万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $6.20万 | 0.02% | 291 | -681 | -70.1% | -$14.51万 | 减仓 |
| SLV | ISHARES SILVER TR | $6.03万 | 0.02% | 1,128 | 0 | 0.0% | — | 不变 |
| SCHQ | SCHWAB STRATEGIC TR | $6.01万 | 0.02% | 1,920 | 1,753 | 1,049.7% | $5.49万 | 加仓 |
| KR | KROGER CO | $5.95万 | 0.02% | 1,071 | -2,194 | -67.2% | -$12.18万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $5.91万 | 0.02% | 673 | -1,267 | -65.3% | -$11.12万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $5.75万 | 0.02% | 90 | 20 | 28.6% | $1.28万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5.68万 | 0.02% | 202 | 94 | 87.0% | $2.64万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $5.54万 | 0.02% | 611 | 125 | 25.7% | $1.13万 | 加仓 |
| MPC | MARATHON PETE CORP | $5.50万 | 0.02% | 215 | 26 | 13.8% | $6,647 | 加仓 |
| WFC | WELLS FARGO & CO | $5.40万 | 0.02% | 654 | 93 | 16.6% | $7,686 | 加仓 |
| APP | APPLOVIN CORP | $5.36万 | 0.02% | 104 | 7 | 7.2% | $3,607 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $5.35万 | 0.02% | 331 | 1 | 0.3% | $162 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $5.31万 | 0.02% | 157 | 42 | 36.5% | $1.42万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $5.29万 | 0.02% | 236 | -1,379 | -85.4% | -$30.92万 | 减仓 |
| TXN | TEXAS INSTRS INC | $5.22万 | 0.02% | 175 | 25 | 16.7% | $7,452 | 加仓 |
| SRE | SEMPRA | $5.08万 | 0.02% | 548 | 62 | 12.8% | $5,748 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5.05万 | 0.02% | 433 | -225 | -34.2% | -$2.63万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $5.02万 | 0.02% | 158 | -5 | -3.1% | -$1,588 | 减仓 |
| CVS | CVS HEALTH CORP | $5.00万 | 0.02% | 483 | 88 | 22.3% | $9,104 | 加仓 |
| APH | AMPHENOL CORP | $4.99万 | 0.02% | 283 | 40 | 16.5% | $7,053 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $4.96万 | 0.02% | 183 | 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 |
| — | QORVO INC | $4.65万 | 0.02% | 499 | 0 | 0.0% | — | 不变 |
| HYS | PIMCO ETF TR | $4.58万 | 0.02% | 490 | 81 | 19.8% | $7,575 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $4.55万 | 0.02% | 53 | 5 | 10.4% | $4,290 | 加仓 |
| IAU | ISHARES GOLD TR | $4.52万 | 0.02% | 599 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $4.47万 | 0.02% | 247 | 2 | 0.8% | $362 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $4.46万 | 0.02% | 237 | 65 | 37.8% | $1.22万 | 加仓 |
| STPZ | PIMCO ETF TR | $4.38万 | 0.02% | 821 | -45 | -5.2% | -$2,400 | 减仓 |
| GILD | GILEAD SCIENCES INC | $4.30万 | 0.02% | 340 | -50 | -12.8% | -$6,317 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $4.29万 | 0.02% | 192 | 21 | 12.3% | $4,697 | 加仓 |
| PTC | PTC INC | $4.26万 | 0.02% | 375 | -905 | -70.7% | -$10.28万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $4.24万 | 0.02% | 56 | 8 | 16.7% | $6,062 | 加仓 |
| ORCL | ORACLE CORP | $4.24万 | 0.02% | 289 | 18 | 6.6% | $2,638 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $4.18万 | 0.02% | 121 | 1 | 0.8% | $346 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $4.16万 | 0.02% | 122 | -35 | -22.3% | -$1.19万 | 减仓 |
| USB | US BANCORP | $4.15万 | 0.02% | 687 | 170 | 32.9% | $1.03万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $4.02万 | 0.02% | 278 | 43 | 18.3% | $6,218 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $4.01万 | 0.02% | 41 | 6 | 17.1% | $5,869 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $3.91万 | 0.02% | 195 | -6 | -3.0% | -$1,204 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.84万 | 0.02% | 644 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $3.76万 | 0.01% | 391 | 9 | 2.4% | $866 | 加仓 |
| BE | BLOOM ENERGY CORP | $3.75万 | 0.01% | 124 | 29 | 30.5% | $8,778 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3.67万 | 0.01% | 268 | 38 | 16.5% | $5,199 | 加仓 |
| SO | SOUTHERN CO | $3.66万 | 0.01% | 382 | -3,669 | -90.6% | -$35.12万 | 减仓 |
| CME | CME GROUP INC | $3.62万 | 0.01% | 164 | -13 | -7.3% | -$2,871 | 减仓 |
| LIN | LINDE PLC | $3.58万 | 0.01% | 69 | 16 | 30.2% | $8,303 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3.44万 | 0.01% | 597 | -97 | -14.0% | -$5,589 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $3.42万 | 0.01% | 192 | 117 | 156.0% | $2.09万 | 加仓 |
| TQQQ | PROSHARES TR | $3.37万 | 0.01% | 416 | 1 | 0.2% | $81 | 加仓 |
| AMGN | AMGEN INC | $3.37万 | 0.01% | 93 | -26 | -21.8% | -$9,415 | 减仓 |
| BLK | BLACKROCK INC | $3.37万 | 0.01% | 35 | 11 | 45.8% | $1.06万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $3.34万 | 0.01% | 289 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $3.33万 | 0.01% | 357 | -32 | -8.2% | -$2,989 | 减仓 |
| EMR | EMERSON ELEC CO | $3.28万 | 0.01% | 229 | -53 | -18.8% | -$7,597 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $3.25万 | 0.01% | 132 | -6 | -4.3% | -$1,477 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $3.23万 | 0.01% | 221 | 19 | 9.4% | $2,776 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $3.23万 | 0.01% | 120 | 14 | 13.2% | $3,764 | 加仓 |
| LOW | LOWES COS INC | $3.18万 | 0.01% | 144 | -25 | -14.8% | -$5,512 | 减仓 |