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 |
|---|---|---|---|---|---|---|---|---|
| OKE | ONEOK INC NEW | $2.75万 | 0.01% | 304 | 240 | 375.0% | $2.17万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2.71万 | 0.01% | 100 | 16 | 19.0% | $4,329 | 加仓 |
| USB | US BANCORP | $2.69万 | 0.01% | 517 | 107 | 26.1% | $5,565 | 加仓 |
| SNDK | SANDISK CORP | $2.67万 | 0.01% | 42 | 29 | 223.1% | $1.84万 | 加仓 |
| GLD | SPDR GOLD TR | $2.67万 | 0.01% | 62 | 62 | — | $2.67万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $2.66万 | 0.01% | 794 | -19,246 | -96.0% | -$64.53万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.65万 | 0.01% | 202 | 55 | 37.4% | $7,202 | 加仓 |
| LIN | LINDE PLC | $2.63万 | 0.01% | 53 | 38 | 253.3% | $1.88万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2.63万 | 0.01% | 34 | 12 | 54.5% | $9,272 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $2.63万 | 0.01% | 232 | -2,477 | -91.4% | -$28.03万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $2.62万 | 0.01% | 151 | 51 | 51.0% | $8,853 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.62万 | 0.01% | 108 | 47 | 77.0% | $1.14万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.61万 | 0.01% | 264 | 86 | 48.3% | $8,518 | 加仓 |
| SII | SPROTT INC | $2.59万 | 0.01% | 181 | 26 | 16.8% | $3,715 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2.52万 | 0.01% | 157 | 146 | 1,327.3% | $2.34万 | 加仓 |
| PSX | PHILLIPS 66 | $2.51万 | 0.01% | 138 | 99 | 253.8% | $1.80万 | 加仓 |
| ROST | ROSS STORES INC | $2.45万 | 0.01% | 113 | 17 | 17.7% | $3,683 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2.44万 | 0.01% | 53 | -3 | -5.4% | -$1,383 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $2.44万 | 0.01% | 106 | 34 | 47.2% | $7,836 | 加仓 |
| ECL | ECOLAB INC | $2.40万 | 0.01% | 90 | 9 | 11.1% | $2,402 | 加仓 |
| ADI | ANALOG DEVICES INC | $2.39万 | 0.01% | 75 | 41 | 120.6% | $1.30万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $2.33万 | 0.01% | 118 | 22 | 22.9% | $4,351 | 加仓 |
| BLK | BLACKROCK INC | $2.31万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $2.25万 | 0.01% | 23 | 8 | 53.3% | $7,842 | 重新持有 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2.25万 | 0.01% | 595 | -21 | -3.4% | -$795 | 减仓 |
| CRM | SALESFORCE INC | $2.24万 | 0.01% | 120 | 12 | 11.1% | $2,240 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $2.22万 | 0.01% | 238 | 225 | 1,730.8% | $2.10万 | 重新持有 |
| SHV | ISHARES TR | $2.22万 | 0.01% | 201 | 152 | 310.2% | $1.68万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2.21万 | 0.01% | 307 | -6,902 | -95.7% | -$49.65万 | 减仓 |
| PWR | QUANTA SVCS INC | $2.20万 | 0.01% | 40 | 10 | 33.3% | $5,490 | 加仓 |
| QYLD | GLOBAL X FDS | $2.16万 | 0.01% | 1,261 | 37 | 3.0% | $635 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2.15万 | 0.01% | 119 | 94 | 376.0% | $1.70万 | 加仓 |
| SCZ | ISHARES TR | $2.15万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $2.15万 | 0.01% | 181 | 137 | 311.4% | $1.62万 | 加仓 |
| T | AT&T INC | $2.13万 | 0.01% | 736 | 404 | 121.7% | $1.17万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $2.11万 | 0.01% | 104 | 33 | 46.5% | $6,698 | 加仓 |
| EOG | EOG RES INC | $2.11万 | 0.01% | 146 | 99 | 210.6% | $1.43万 | 加仓 |
| CMI | CUMMINS INC | $2.10万 | 0.01% | 39 | 10 | 34.5% | $5,380 | 加仓 |
| CTVA | CORTEVA INC | $2.08万 | 0.01% | 248 | 137 | 123.4% | $1.15万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $2.05万 | 0.01% | 327 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $2.03万 | 0.01% | 741 | 32 | 4.5% | $879 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $2.03万 | 0.01% | 62 | 9 | 17.0% | $2,944 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $2.03万 | 0.01% | 431 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $2.02万 | 0.01% | 170 | 63 | 58.9% | $7,473 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1.99万 | 0.01% | 694 | 472 | 212.6% | $1.36万 | 加仓 |
| DCI | DONALDSON INC | $1.99万 | 0.01% | 234 | 34 | 17.0% | $2,886 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1.98万 | 0.01% | 115 | 53 | 85.5% | $9,147 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1.92万 | 0.01% | 67 | 20 | 42.6% | $5,740 | 加仓 |
| ADBE | ADOBE INC | $1.92万 | 0.01% | 79 | 20 | 33.9% | $4,862 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1.90万 | 0.01% | 115 | 9 | 8.5% | $1,483 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.89万 | 0.01% | 70 | 63 | 900.0% | $1.70万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.88万 | 0.01% | 331 | 6 | 1.8% | $340 | 加仓 |
| — | WISDOMTREE TR | $1.86万 | 0.01% | 826 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $1.84万 | 0.01% | 27 | 12 | 80.0% | $8,187 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1.81万 | 0.01% | 30 | 13 | 76.5% | $7,857 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1.78万 | 0.01% | 52 | 3 | 6.1% | $1,030 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.74万 | 0.01% | 41 | 3 | 7.9% | $1,276 | 加仓 |
| ZTS | ZOETIS INC | $1.74万 | 0.01% | 147 | 59 | 67.0% | $6,974 | 加仓 |
| TQQQ | PROSHARES TR | $1.73万 | 0.01% | 415 | -416 | -50.1% | -$1.74万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1.73万 | 0.01% | 87 | 33 | 61.1% | $6,543 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1.71万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.71万 | 0.01% | 48 | 34 | 242.9% | $1.21万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1.70万 | 0.01% | 36 | 11 | 44.0% | $5,206 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $1.70万 | 0.01% | 630 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.69万 | 0.01% | 49 | 7 | 16.7% | $2,416 | 加仓 |
| TTC | TORO CO | $1.66万 | 0.01% | 178 | 11 | 6.6% | $1,028 | 加仓 |
| FAST | FASTENAL CO | $1.66万 | 0.01% | 358 | 14 | 4.1% | $650 | 加仓 |
| BPOP | POPULAR INC | $1.65万 | 0.01% | 123 | 24 | 24.2% | $3,220 | 加仓 |
| HAL | HALLIBURTON CO | $1.65万 | 0.01% | 423 | 130 | 44.4% | $5,069 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $1.64万 | 0.01% | 198 | 130 | 191.2% | $1.08万 | 加仓 |
| SBUX | STARBUCKS CORP | $1.64万 | 0.01% | 183 | 75 | 69.4% | $6,719 | 加仓 |
| IDXX | IDEXX LABS INC | $1.63万 | 0.01% | 29 | 14 | 93.3% | $7,867 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $1.61万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1.59万 | 0.01% | 78 | 4 | 5.4% | $815 | 加仓 |
| ADSK | AUTODESK INC | $1.58万 | 0.01% | 66 | -16 | -19.5% | -$3,830 | 减仓 |
| GM | GENERAL MTRS CO | $1.57万 | 0.01% | 211 | 66 | 45.5% | $4,917 | 加仓 |
| REG | REGENCY CTRS CORP | $1.57万 | 0.01% | 207 | 22 | 11.9% | $1,665 | 加仓 |
| IVW | ISHARES TR | $1.55万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1.55万 | 0.01% | 74 | 39 | 111.4% | $8,152 | 加仓 |
| ETN | EATON CORP PLC | $1.54万 | 0.01% | 43 | 16 | 59.3% | $5,723 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.53万 | 0.01% | 55 | -10 | -15.4% | -$2,779 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.50万 | 0.01% | 35 | 19 | 118.8% | $8,154 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1.48万 | 0.01% | 53 | -4 | -7.0% | -$1,117 | 减仓 |
| PCAR | PACCAR INC | $1.44万 | 0.01% | 125 | 20 | 19.0% | $2,310 | 加仓 |
| THIR | THOR FINL TECHNOLOGIES TR | $1.44万 | 0.01% | 465 | 465 | — | $1.44万 | 新建仓 |
| SAP | SAP SE | $1.44万 | 0.01% | 84 | 15 | 21.7% | $2,568 | 加仓 |
| KGC | KINROSS GOLD CORP | $1.43万 | 0.01% | 470 | 63 | 15.5% | $1,923 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.40万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $1.40万 | 0.01% | 74 | 14 | 23.3% | $2,642 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.38万 | 0.01% | 88 | 42 | 91.3% | $6,606 | 加仓 |
| ABNB | AIRBNB INC | $1.38万 | 0.01% | 109 | 20 | 22.5% | $2,526 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.37万 | 0.01% | 45 | 20 | 80.0% | $6,082 | 加仓 |
| CSX | CSX CORP | $1.33万 | 0.01% | 324 | 152 | 88.4% | $6,240 | 加仓 |
| URI | UNITED RENTALS INC | $1.31万 | 0.01% | 18 | 1 | 5.9% | $729 | 加仓 |
| RIO | RIO TINTO PLC | $1.31万 | 0.01% | 140 | 68 | 94.4% | $6,344 | 加仓 |
| XEL | XCEL ENERGY INC | $1.29万 | 0.01% | 163 | 26 | 19.0% | $2,065 | 加仓 |
| BE | BLOOM ENERGY CORP | $1.29万 | 0.01% | 95 | 56 | 143.6% | $7,588 | 加仓 |
| CBRE | CBRE GROUP INC | $1.29万 | 0.01% | 95 | -31 | -24.6% | -$4,199 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.28万 | 0.01% | 55 | -4 | -6.8% | -$933 | 减仓 |
| IGSB | ISHARES TR | $1.27万 | 0.01% | 242 | 180 | 290.3% | $9,461 | 加仓 |