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 |
|---|---|---|---|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC | $1.26万 | 0.01% | 3 | 1 | 50.0% | $4,210 | 加仓 |
| SF | STIFEL FINL CORP | $1.24万 | 0.01% | 168 | 22 | 15.5% | $1,663 | 加仓 |
| EFXT | ENERFLEX LTD | $1.23万 | 0.01% | 586 | 66 | 12.7% | $1,381 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1.21万 | 0.01% | 62 | 1 | 1.6% | $195 | 加仓 |
| IVZ | INVESCO LTD | $1.21万 | 0.01% | 497 | 4 | 0.8% | $97 | 加仓 |
| O | REALTY INCOME CORP | $1.21万 | 0.01% | 197 | 129 | 189.7% | $7,900 | 加仓 |
| TPR | TAPESTRY INC | $1.20万 | 0.01% | 85 | 67 | 372.2% | $9,454 | 加仓 |
| VFH | VANGUARD WORLD FD | $1.20万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $1.20万 | 0.01% | 104 | -53 | -33.8% | -$6,094 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1.19万 | 0.01% | 42 | 30 | 250.0% | $8,513 | 加仓 |
| XPO | XPO INC | $1.19万 | 0.01% | 61 | 61 | — | $1.19万 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $1.18万 | 0.01% | 171 | 25 | 17.1% | $1,730 | 加仓 |
| NET | CLOUDFLARE INC | $1.18万 | 0.01% | 57 | -21 | -26.9% | -$4,333 | 减仓 |
| PUMP | PROPETRO HLDG CORP | $1.17万 | 0.01% | 813 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $1.17万 | 0.01% | 202 | 36 | 21.7% | $2,083 | 加仓 |
| QXO | QXO INC | $1.17万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $1.15万 | 0.00% | 74 | 34 | 85.0% | $5,281 | 加仓 |
| D | DOMINION ENERGY INC | $1.14万 | 0.00% | 185 | 47 | 34.1% | $2,906 | 加仓 |
| CB | CHUBB LTD SWITZ | $1.14万 | 0.00% | 35 | 13 | 59.1% | $4,237 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $1.14万 | 0.00% | 117 | 19 | 19.4% | $1,850 | 加仓 |
| F | FORD MTR CO | $1.13万 | 0.00% | 981 | -41 | -4.0% | -$473 | 减仓 |
| SYK | STRYKER CORPORATION | $1.12万 | 0.00% | 34 | 1 | 3.0% | $329 | 加仓 |
| BDX | BECTON DICKINSON & CO | $1.12万 | 0.00% | 71 | 26 | 57.8% | $4,088 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $1.11万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $1.10万 | 0.00% | 8 | 5 | 166.7% | $6,895 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.09万 | 0.00% | 98 | 73 | 292.0% | $8,134 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $1.08万 | 0.00% | 40 | 21 | 110.5% | $5,688 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $1.08万 | 0.00% | 102 | 10 | 10.9% | $1,062 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1.08万 | 0.00% | 156 | 21 | 15.6% | $1,455 | 加仓 |
| BC | BRUNSWICK CORP | $1.08万 | 0.00% | 148 | 29 | 24.4% | $2,110 | 加仓 |
| VTR | VENTAS INC | $1.07万 | 0.00% | 131 | 8 | 6.5% | $654 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $1.07万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $1.07万 | 0.00% | 71 | 12 | 20.3% | $1,802 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1.06万 | 0.00% | 181 | 160 | 761.9% | $9,405 | 加仓 |
| PAYX | PAYCHEX INC | $1.05万 | 0.00% | 114 | 40 | 54.1% | $3,685 | 加仓 |
| CTAS | CINTAS CORP | $1.05万 | 0.00% | 62 | -17 | -21.5% | -$2,875 | 减仓 |
| HSBC | HSBC HLDGS PLC | $1.03万 | 0.00% | 125 | 109 | 681.2% | $8,991 | 加仓 |
| TRGP | TARGA RES CORP | $1.03万 | 0.00% | 41 | 20 | 95.2% | $5,015 | 加仓 |
| — | RENAISSANCE CAP GREENWICH FD | $1.02万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $1.01万 | 0.00% | 96 | 39 | 68.4% | $4,100 | 加仓 |
| AA | ALCOA CORP | $1.01万 | 0.00% | 152 | 17 | 12.6% | $1,128 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1.00万 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $1.00万 | 0.00% | 73 | 4 | 5.8% | $549 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $9,979 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $9,971 | 0.00% | 137 | 82 | 149.1% | $5,968 | 加仓 |
| USHY | ISHARES TR | $9,947 | 0.00% | 270 | 210 | 350.0% | $7,737 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $9,905 | 0.00% | 134 | -37 | -21.6% | -$2,735 | 减仓 |
| IGLB | ISHARES TR | $9,876 | 0.00% | 199 | 153 | 332.6% | $7,593 | 加仓 |
| JBL | JABIL INC | $9,828 | 0.00% | 37 | 25 | 208.3% | $6,641 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $9,763 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $9,762 | 0.00% | 83 | 27 | 48.2% | $3,176 | 加仓 |
| MUR | MURPHY OIL CORP | $9,735 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $9,725 | 0.00% | 119 | 68 | 133.3% | $5,557 | 加仓 |
| WPC | WP CAREY INC | $9,696 | 0.00% | 143 | 27 | 23.3% | $1,831 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $9,660 | 0.00% | 77 | 72 | 1,440.0% | $9,033 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $9,625 | 0.00% | 52 | 6 | 13.0% | $1,111 | 加仓 |
| QUAL | ISHARES TR | $9,590 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $9,263 | 0.00% | 134 | 125 | 1,388.9% | $8,641 | 加仓 |
| — | TRI POINTE HOMES INC | $9,206 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $9,149 | 0.00% | 63 | -49 | -43.8% | -$7,116 | 减仓 |
| SNPS | SYNOPSYS INC | $9,119 | 0.00% | 23 | 8 | 53.3% | $3,172 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $8,987 | 0.00% | 120 | 52 | 76.5% | $3,894 | 加仓 |
| MP | MP MATERIALS CORP | $8,928 | 0.00% | 185 | 121 | 189.1% | $5,839 | 加仓 |
| EBAY | EBAY INC. | $8,829 | 0.00% | 97 | -14 | -12.6% | -$1,274 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $8,774 | 0.00% | 50 | 34 | 212.5% | $5,966 | 加仓 |
| WCC | WESCO INTL INC | $8,756 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $8,755 | 0.00% | 42 | 39 | 1,300.0% | $8,130 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $8,692 | 0.00% | 55 | 24 | 77.4% | $3,793 | 加仓 |
| VICI | VICI PPTYS INC | $8,633 | 0.00% | 316 | 226 | 251.1% | $6,174 | 加仓 |
| TOL | TOLL BROTHERS INC | $8,598 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $8,573 | 0.00% | 158 | 36 | 29.5% | $1,953 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $8,570 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $8,529 | 0.00% | 174 | 42 | 31.8% | $2,059 | 加仓 |
| STT | STATE STR CORP | $8,480 | 0.00% | 67 | 38 | 131.0% | $4,810 | 加仓 |
| GHC | GRAHAM HLDGS CO | $8,458 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $8,444 | 0.00% | 34 | 33 | 3,300.0% | $8,196 | 加仓 |
| CTRE | CARETRUST REIT INC | $8,393 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $8,363 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $8,211 | 0.00% | 59 | 12 | 25.5% | $1,670 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $8,132 | 0.00% | 123 | 42 | 51.9% | $2,777 | 加仓 |
| CCI | CROWN CASTLE INC | $8,131 | 0.00% | 100 | 76 | 316.7% | $6,180 | 加仓 |
| VIS | VANGUARD WORLD FD | $8,118 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $8,086 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $8,069 | 0.00% | 19 | 8 | 72.7% | $3,397 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $8,053 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $7,895 | 0.00% | 22 | 5 | 29.4% | $1,794 | 加仓 |
| SNOW | SNOWFLAKE INC | $7,843 | 0.00% | 52 | -32 | -38.1% | -$4,826 | 减仓 |
| OVV | OVINTIV INC | $7,776 | 0.00% | 131 | -845 | -86.6% | -$5.02万 | 重新持有 |
| STAG | STAG INDUSTRIAL INC | $7,753 | 0.00% | 215 | 102 | 90.3% | $3,678 | 加仓 |
| MGK | VANGUARD WORLD FD | $7,716 | 0.00% | 21 | -1 | -4.5% | -$367 | 减仓 |
| NVS | NOVARTIS AG | $7,638 | 0.00% | 50 | 28 | 127.3% | $4,277 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $7,612 | 0.00% | 26 | -7 | -21.2% | -$2,049 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $7,608 | 0.00% | 105 | 10 | 10.5% | $725 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $7,606 | 0.00% | 58 | 25 | 75.8% | $3,278 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $7,472 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $7,303 | 0.00% | 65 | 34 | 109.7% | $3,820 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $7,277 | 0.00% | 98 | 48 | 96.0% | $3,564 | 加仓 |
| STLD | STEEL DYNAMICS INC | $7,200 | 0.00% | 40 | 2 | 5.3% | $360 | 加仓 |
| SHYG | ISHARES TR | $7,150 | 0.00% | 169 | 138 | 445.2% | $5,838 | 加仓 |
| IRM | IRON MTN INC DEL | $7,150 | 0.00% | 70 | -2 | -2.8% | -$204 | 重新持有 |