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 |
|---|---|---|---|---|---|---|---|---|
| ROST | ROSS STORES INC | $3.11万 | 0.01% | 146 | 33 | 29.2% | $7,024 | 加仓 |
| ADI | ANALOG DEVICES INC | $3.06万 | 0.01% | 77 | 2 | 2.7% | $794 | 加仓 |
| PWR | QUANTA SVCS INC | $3.02万 | 0.01% | 42 | 2 | 5.0% | $1,440 | 加仓 |
| SHV | ISHARES TR | $2.98万 | 0.01% | 270 | 69 | 34.3% | $7,614 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $2.96万 | 0.01% | 80 | 18 | 29.0% | $6,671 | 加仓 |
| OKE | ONEOK INC NEW | $2.94万 | 0.01% | 338 | 34 | 11.2% | $2,956 | 加仓 |
| COP | CONOCOPHILLIPS | $2.93万 | 0.01% | 282 | -170 | -37.6% | -$1.77万 | 减仓 |
| CMI | CUMMINS INC | $2.92万 | 0.01% | 41 | 2 | 5.1% | $1,426 | 加仓 |
| SLB | SLB LIMITED | $2.87万 | 0.01% | 618 | 76 | 14.0% | $3,533 | 加仓 |
| ECL | ECOLAB INC | $2.85万 | 0.01% | 102 | 12 | 13.3% | $3,353 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $2.75万 | 0.01% | 200 | 200 | — | $2.75万 | 新建仓 |
| URI | UNITED RENTALS INC | $2.72万 | 0.01% | 24 | 6 | 33.3% | $6,797 | 加仓 |
| EQIX | EQUINIX INC | $2.71万 | 0.01% | 26 | 3 | 13.0% | $3,127 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2.70万 | 0.01% | 293 | -56 | -16.0% | -$5,167 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $2.68万 | 0.01% | 215 | 128 | 147.1% | $1.59万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $2.66万 | 0.01% | 75 | 23 | 44.2% | $8,148 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $2.62万 | 0.01% | 201 | 201 | — | $2.62万 | 新建仓 |
| SHEL | SHELL PLC | $2.60万 | 0.01% | 336 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $2.58万 | 0.01% | 13 | 5 | 62.5% | $9,910 | 加仓 |
| AMT | AMERICAN TOWER CORP | $2.57万 | 0.01% | 157 | 42 | 36.5% | $6,870 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $2.56万 | 0.01% | 327 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $2.55万 | 0.01% | 227 | 46 | 25.4% | $5,168 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $2.52万 | 0.01% | 947 | 206 | 27.8% | $5,492 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $2.51万 | 0.01% | 64 | 5 | 8.5% | $1,957 | 加仓 |
| TFC | TRUIST FINL CORP | $2.49万 | 0.01% | 499 | -107 | -17.7% | -$5,331 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.48万 | 0.01% | 50 | -22 | -30.6% | -$1.09万 | 减仓 |
| QCOM | QUALCOMM INC | $2.48万 | 0.01% | 134 | -2,347 | -94.6% | -$43.37万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $2.47万 | 0.01% | 138 | 19 | 16.0% | $3,406 | 加仓 |
| QYLD | GLOBAL X FDS | $2.40万 | 0.01% | 1,300 | 39 | 3.1% | $719 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $2.35万 | 0.01% | 734 | -60 | -7.6% | -$1,918 | 减仓 |
| GLD | SPDR GOLD TR | $2.28万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.28万 | 0.01% | 269 | 21 | 8.5% | $1,779 | 加仓 |
| SCZ | ISHARES TR | $2.25万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $2.22万 | 0.01% | 135 | 12 | 9.8% | $1,970 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2.20万 | 0.01% | 520 | -93 | -15.2% | -$3,938 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2.19万 | 0.01% | 595 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $2.16万 | 0.01% | 68 | 28 | 70.0% | $8,913 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $2.16万 | 0.01% | 123 | 5 | 4.2% | $879 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2.15万 | 0.01% | 65 | 20 | 44.4% | $6,609 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $2.14万 | 0.01% | 42 | 12 | 40.0% | $6,113 | 加仓 |
| EOG | EOG RES INC | $2.11万 | 0.01% | 163 | 17 | 11.6% | $2,205 | 加仓 |
| PCAR | PACCAR INC | $2.11万 | 0.01% | 176 | 51 | 40.8% | $6,126 | 加仓 |
| DCI | DONALDSON INC | $2.10万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $2.08万 | 0.01% | 431 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $2.06万 | 0.01% | 295 | -34 | -10.3% | -$2,379 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $2.03万 | 0.01% | 229 | 31 | 15.7% | $2,755 | 加仓 |
| GM | GENERAL MTRS CO | $2.03万 | 0.01% | 264 | 53 | 25.1% | $4,085 | 加仓 |
| IEI | ISHARES TR | $2.03万 | 0.01% | 173 | -8 | -4.4% | -$940 | 减仓 |
| — | ELECTRONIC ARTS INC | $2.03万 | 0.01% | 99 | 21 | 26.9% | $4,306 | 加仓 |
| BC | BRUNSWICK CORP | $2.00万 | 0.01% | 238 | 90 | 60.8% | $7,582 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2.00万 | 0.01% | 32 | -2 | -5.9% | -$1,247 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.91万 | 0.01% | 338 | 7 | 2.1% | $396 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $1.91万 | 0.01% | 651 | 21 | 3.3% | $615 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1.91万 | 0.01% | 264 | -43 | -14.0% | -$3,103 | 减仓 |
| CSX | CSX CORP | $1.89万 | 0.01% | 398 | 74 | 22.8% | $3,517 | 加仓 |
| IVW | ISHARES TR | $1.88万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $1.87万 | 0.01% | 44 | 1 | 2.3% | $426 | 加仓 |
| ITOT | ISHARES TR | $1.87万 | 0.01% | 114 | 114 | — | $1.87万 | 新建仓 |
| — | WISDOMTREE TR | $1.87万 | 0.01% | 826 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $1.83万 | 0.01% | 99 | 28 | 39.4% | $5,167 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $1.82万 | 0.01% | 55 | 17 | 44.7% | $5,612 | 加仓 |
| ABNB | AIRBNB INC | $1.80万 | 0.01% | 126 | 17 | 15.6% | $2,433 | 加仓 |
| SBUX | STARBUCKS CORP | $1.80万 | 0.01% | 176 | -7 | -3.8% | -$715 | 减仓 |
| FDS | FACTSET RESH SYS INC | $1.79万 | 0.01% | 78 | 46 | 143.8% | $1.06万 | 加仓 |
| KKR | KKR & CO INC | $1.76万 | 0.01% | 192 | -3,056 | -94.1% | -$28.05万 | 减仓 |
| BX | BLACKSTONE INC | $1.74万 | 0.01% | 148 | 44 | 42.3% | $5,177 | 加仓 |
| COHR | COHERENT CORP | $1.74万 | 0.01% | 44 | 14 | 46.7% | $5,523 | 加仓 |
| TTC | TORO CO | $1.73万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $1.73万 | 0.01% | 55 | -12 | -17.9% | -$3,775 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $1.72万 | 0.01% | 172 | 16 | 10.3% | $1,604 | 加仓 |
| RGLD | ROYAL GOLD INC | $1.72万 | 0.01% | 86 | -24 | -21.8% | -$4,791 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1.71万 | 0.01% | 282 | -1,009 | -78.2% | -$6.13万 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $1.71万 | 0.01% | 158 | 38 | 31.7% | $4,117 | 加仓 |
| HSBC | HSBC HLDGS PLC | $1.71万 | 0.01% | 180 | 55 | 44.0% | $5,230 | 加仓 |
| TPR | TAPESTRY INC | $1.70万 | 0.01% | 116 | 31 | 36.5% | $4,538 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $1.68万 | 0.01% | 83 | 31 | 59.6% | $6,278 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.68万 | 0.01% | 142 | 44 | 44.9% | $5,206 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $1.68万 | 0.01% | 100 | -51 | -33.8% | -$8,561 | 减仓 |
| XEL | XCEL ENERGY INC | $1.68万 | 0.01% | 209 | 46 | 28.2% | $3,694 | 加仓 |
| IGSB | ISHARES TR | $1.67万 | 0.01% | 318 | 76 | 31.4% | $3,983 | 加仓 |
| D | DOMINION ENERGY INC | $1.67万 | 0.01% | 244 | 59 | 31.9% | $4,029 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.65万 | 0.01% | 44 | -11 | -20.0% | -$4,128 | 减仓 |
| REG | REGENCY CTRS CORP | $1.65万 | 0.01% | 207 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $1.64万 | 0.01% | 48 | 13 | 37.1% | $4,430 | 加仓 |
| HON | HONEYWELL INTL INC | $1.63万 | 0.01% | 73 | -51 | -41.1% | -$1.14万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $1.63万 | 0.01% | 81 | 7 | 9.5% | $1,411 | 加仓 |
| CRM | SALESFORCE INC | $1.63万 | 0.01% | 104 | -16 | -13.3% | -$2,507 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $1.61万 | 0.01% | 73 | 73 | — | $1.61万 | 新建仓 |
| THIR | THOR FINL TECHNOLOGIES TR | $1.60万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $1.60万 | 0.01% | 248 | 175 | 239.7% | $1.13万 | 加仓 |
| FDX | FEDEX CORP | $1.60万 | 0.01% | 51 | 3 | 6.2% | $939 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1.59万 | 0.01% | 19 | 5 | 35.7% | $4,197 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1.59万 | 0.01% | 253 | 72 | 39.8% | $4,528 | 加仓 |
| VTR | VENTAS INC | $1.59万 | 0.01% | 179 | 48 | 36.6% | $4,262 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.57万 | 0.01% | 163 | 58 | 55.2% | $5,575 | 加仓 |
| ADBE | ADOBE INC | $1.56万 | 0.01% | 76 | -3 | -3.8% | -$615 | 减仓 |
| SNOW | SNOWFLAKE INC | $1.55万 | 0.01% | 61 | 9 | 17.3% | $2,290 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1.55万 | 0.01% | 100 | -4 | -3.8% | -$621 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $1.54万 | 0.01% | 168 | 101 | 150.7% | $9,260 | 加仓 |
| HAL | HALLIBURTON CO | $1.54万 | 0.01% | 453 | 30 | 7.1% | $1,018 | 加仓 |