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 |
|---|---|---|---|---|---|---|---|---|
| O | REALTY INCOME CORP | $1.53万 | 0.01% | 246 | 49 | 24.9% | $3,041 | 加仓 |
| NET | CLOUDFLARE INC | $1.52万 | 0.01% | 62 | 5 | 8.8% | $1,226 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.51万 | 0.01% | 52 | 3 | 6.1% | $872 | 加仓 |
| PSX | PHILLIPS 66 | $1.50万 | 0.01% | 89 | -49 | -35.5% | -$8,283 | 减仓 |
| WMB | WILLIAMS COS INC | $1.50万 | 0.01% | 202 | 65 | 47.4% | $4,832 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1.49万 | 0.01% | 69 | 7 | 11.3% | $1,516 | 加仓 |
| GH | GUARDANT HEALTH INC | $1.49万 | 0.01% | 99 | 34 | 52.3% | $5,101 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.48万 | 0.01% | 36 | 1 | 2.9% | $411 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1.46万 | 0.01% | 253 | 137 | 118.1% | $7,924 | 加仓 |
| XPO | XPO INC | $1.46万 | 0.01% | 71 | 10 | 16.4% | $2,053 | 加仓 |
| ALAB | ASTERA LABS INC | $1.45万 | 0.01% | 30 | 26 | 650.0% | $1.26万 | 重新持有 |
| GL | GLOBE LIFE INC | $1.45万 | 0.01% | 81 | 22 | 37.3% | $3,931 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $1.44万 | 0.01% | 117 | 15 | 14.7% | $1,852 | 加仓 |
| CPT | CAMDEN PPTY TR | $1.44万 | 0.01% | 126 | 56 | 80.0% | $6,412 | 加仓 |
| EFXT | ENERFLEX LTD | $1.44万 | 0.01% | 586 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1.43万 | 0.01% | 55 | 5 | 10.0% | $1,303 | 加仓 |
| MP | MP MATERIALS CORP | $1.43万 | 0.01% | 255 | 70 | 37.8% | $3,921 | 加仓 |
| JBL | JABIL INC | $1.43万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $1.40万 | 0.01% | 75 | 34 | 82.9% | $6,358 | 加仓 |
| CBRE | CBRE GROUP INC | $1.36万 | 0.01% | 101 | 6 | 6.3% | $808 | 加仓 |
| AIZ | ASSURANT INC | $1.34万 | 0.01% | 50 | 36 | 257.1% | $9,667 | 加仓 |
| EBAY | EBAY INC. | $1.34万 | 0.01% | 120 | 23 | 23.7% | $2,570 | 加仓 |
| MTRN | MATERION CORP | $1.34万 | 0.01% | 45 | 15 | 50.0% | $4,461 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.34万 | 0.01% | 27 | 5 | 22.7% | $2,475 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.34万 | 0.01% | 145 | 69 | 90.8% | $6,354 | 加仓 |
| RIO | RIO TINTO PLC | $1.33万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $1.32万 | 0.01% | 501 | 4 | 0.8% | $106 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1.32万 | 0.01% | 91 | 33 | 56.9% | $4,795 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1.31万 | 0.01% | 55 | 33 | 150.0% | $7,840 | 加仓 |
| USHY | ISHARES TR | $1.29万 | 0.01% | 349 | 79 | 29.3% | $2,925 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.28万 | 0.01% | 33 | 7 | 26.9% | $2,707 | 加仓 |
| BWA | BORGWARNER INC | $1.27万 | 0.01% | 191 | 33 | 20.9% | $2,191 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.27万 | 0.00% | 76 | 53 | 230.4% | $8,834 | 加仓 |
| SYK | STRYKER CORPORATION | $1.26万 | 0.00% | 40 | 6 | 17.6% | $1,889 | 加仓 |
| T | AT&T INC | $1.26万 | 0.00% | 608 | -128 | -17.4% | -$2,650 | 减仓 |
| STT | STATE STR CORP | $1.25万 | 0.00% | 74 | 7 | 10.4% | $1,187 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $1.25万 | 0.00% | 47 | 47 | — | $1.25万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $1.25万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $1.24万 | 0.00% | 35 | 10 | 40.0% | $3,546 | 加仓 |
| SAP | SAP SE | $1.23万 | 0.00% | 80 | -4 | -4.8% | -$616 | 减仓 |
| AFL | AFLAC INC | $1.23万 | 0.00% | 105 | 47 | 81.0% | $5,511 | 加仓 |
| VMI | VALMONT INDS INC | $1.21万 | 0.00% | 21 | 8 | 61.5% | $4,621 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $1.21万 | 0.00% | 166 | 43 | 35.0% | $3,138 | 加仓 |
| PFE | PFIZER INC | $1.20万 | 0.00% | 498 | -516 | -50.9% | -$1.24万 | 减仓 |
| F | FORD MTR CO | $1.19万 | 0.00% | 857 | -124 | -12.6% | -$1,724 | 减仓 |
| DHI | D R HORTON INC | $1.19万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP | $1.17万 | 0.00% | 813 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $1.16万 | 0.00% | 62 | -12 | -16.2% | -$2,245 | 减仓 |
| VST | VISTRA CORP | $1.16万 | 0.00% | 73 | 36 | 97.3% | $5,711 | 加仓 |
| FAST | FASTENAL CO | $1.16万 | 0.00% | 241 | -117 | -32.7% | -$5,619 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.16万 | 0.00% | 33 | 19 | 135.7% | $6,651 | 加仓 |
| CRH | CRH PLC | $1.14万 | 0.00% | 107 | 11 | 11.5% | $1,177 | 加仓 |
| HUT | HUT 8 CORP | $1.14万 | 0.00% | 99 | 27 | 37.5% | $3,117 | 加仓 |
| SHOP | SHOPIFY INC | $1.14万 | 0.00% | 100 | -70 | -41.2% | -$7,993 | 减仓 |
| GHC | GRAHAM HLDGS CO | $1.14万 | 0.00% | 10 | 2 | 25.0% | $2,283 | 加仓 |
| MCK | MCKESSON CORP | $1.13万 | 0.00% | 15 | 9 | 150.0% | $6,800 | 加仓 |
| NVS | NOVARTIS AG | $1.13万 | 0.00% | 72 | 22 | 44.0% | $3,448 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $1.12万 | 0.00% | 87 | 50 | 135.1% | $6,455 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $1.12万 | 0.00% | 430 | 53 | 14.1% | $1,382 | 加仓 |
| DDOG | DATADOG INC | $1.12万 | 0.00% | 43 | -14 | -24.6% | -$3,645 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $1.12万 | 0.00% | 138 | 21 | 17.9% | $1,699 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $1.12万 | 0.00% | 146 | -25 | -14.6% | -$1,911 | 减仓 |
| HUM | HUMANA INC | $1.11万 | 0.00% | 28 | 27 | 2,700.0% | $1.07万 | 重新持有 |
| IGLB | ISHARES TR | $1.11万 | 0.00% | 222 | 23 | 11.6% | $1,151 | 加仓 |
| KGC | KINROSS GOLD CORP | $1.11万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP | $1.11万 | 0.00% | 14 | 3 | 27.3% | $2,374 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1.11万 | 0.00% | 69 | -46 | -40.0% | -$7,379 | 减仓 |
| WCC | WESCO INTL INC | $1.11万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1.10万 | 0.00% | 145 | 31 | 27.2% | $2,356 | 加仓 |
| EXC | EXELON CORP | $1.10万 | 0.00% | 236 | 62 | 35.6% | $2,890 | 加仓 |
| QUAL | ISHARES TR | $1.10万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $1.09万 | 0.00% | 33 | 19 | 135.7% | $6,302 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $1.08万 | 0.00% | 70 | 19 | 37.3% | $2,936 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.07万 | 0.00% | 45 | -10 | -18.2% | -$2,373 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $1.06万 | 0.00% | 173 | -29 | -14.4% | -$1,778 | 减仓 |
| MET | METLIFE INC | $1.06万 | 0.00% | 125 | 37 | 42.0% | $3,130 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1.05万 | 0.00% | 77 | 13 | 20.3% | $1,768 | 加仓 |
| TGT | TARGET CORP | $1.04万 | 0.00% | 80 | 48 | 150.0% | $6,269 | 加仓 |
| TOL | TOLL BROTHERS INC | $1.04万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $1.04万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $1.03万 | 0.00% | 136 | 36 | 36.0% | $2,726 | 加仓 |
| SF | STIFEL FINL CORP | $1.01万 | 0.00% | 145 | -23 | -13.7% | -$1,605 | 减仓 |
| SPAB | SPDR SERIES TRUST | $1.00万 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $9,993 | 0.00% | 42 | 12 | 40.0% | $2,855 | 加仓 |
| SHYG | ISHARES TR | $9,839 | 0.00% | 232 | 63 | 37.3% | $2,672 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $9,806 | 0.00% | 29 | 5 | 20.8% | $1,691 | 加仓 |
| NTRA | NATERA INC | $9,772 | 0.00% | 36 | 10 | 38.5% | $2,714 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $9,642 | 0.00% | 42 | 29 | 223.1% | $6,658 | 加仓 |
| — | AVALONBAY CMNTYS INC | $9,623 | 0.00% | 51 | 32 | 168.4% | $6,038 | 加仓 |
| ADSK | AUTODESK INC | $9,527 | 0.00% | 49 | -17 | -25.8% | -$3,305 | 减仓 |
| GWW | WW GRAINGER INC | $9,523 | 0.00% | 7 | 3 | 75.0% | $4,081 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $9,507 | 0.00% | 67 | 67 | — | $9,507 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $9,492 | 0.00% | 22 | 17 | 340.0% | $7,335 | 加仓 |
| IDXX | IDEXX LABS INC | $9,476 | 0.00% | 18 | -11 | -37.9% | -$5,791 | 减仓 |
| DOV | DOVER CORP | $9,420 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $9,408 | 0.00% | 41 | 1 | 2.5% | $229 | 加仓 |
| FLEX | FLEX LTD | $9,400 | 0.00% | 58 | 25 | 75.8% | $4,052 | 加仓 |
| MMM | 3M CO | $9,391 | 0.00% | 58 | -5 | -7.9% | -$810 | 减仓 |
| TRGP | TARGA RES CORP | $9,385 | 0.00% | 35 | -6 | -14.6% | -$1,609 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $9,376 | 0.00% | 363 | 0 | 0.0% | — | 不变 |