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 |
|---|---|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | $9,376 | 0.00% | 36 | 19 | 111.8% | $4,948 | 加仓 |
| AA | ALCOA CORP | $9,333 | 0.00% | 179 | 27 | 17.8% | $1,408 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $9,332 | 0.00% | 19 | 3 | 18.8% | $1,473 | 加仓 |
| CTRE | CARETRUST REIT INC | $9,240 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $9,168 | 0.00% | 241 | 36 | 17.6% | $1,369 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $9,147 | 0.00% | 23 | -30 | -56.6% | -$1.19万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $9,133 | 0.00% | 372 | -322 | -46.4% | -$7,905 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $9,031 | 0.00% | 30 | 17 | 130.8% | $5,118 | 加仓 |
| FTNT | FORTINET INC | $8,910 | 0.00% | 58 | -61 | -51.3% | -$9,371 | 减仓 |
| NUE | NUCOR CORP | $8,910 | 0.00% | 40 | 3 | 8.1% | $668 | 加仓 |
| IRM | IRON MTN INC DEL | $8,842 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $8,658 | 0.00% | 17 | -10 | -37.0% | -$5,093 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $8,600 | 0.00% | 80 | 19 | 31.1% | $2,042 | 加仓 |
| NDAQ | NASDAQ INC | $8,513 | 0.00% | 108 | 43 | 66.2% | $3,389 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $8,502 | 0.00% | 29 | 9 | 45.0% | $2,639 | 加仓 |
| MELI | MERCADOLIBRE INC | $8,487 | 0.00% | 5 | 3 | 150.0% | $5,092 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $8,411 | 0.00% | 221 | 6 | 2.8% | $228 | 加仓 |
| LMND | LEMONADE INC | $8,391 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $8,386 | 0.00% | 31 | 10 | 47.6% | $2,705 | 加仓 |
| NPO | ENPRO INC | $8,292 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $8,280 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $8,272 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $8,270 | 0.00% | 30 | 11 | 57.9% | $3,032 | 加仓 |
| CBT | CABOT CORP | $8,265 | 0.00% | 91 | 20 | 28.2% | $1,816 | 加仓 |
| TER | TERADYNE INC | $8,225 | 0.00% | 17 | 15 | 750.0% | $7,257 | 加仓 |
| DAL | DELTA AIR LINES INC | $8,148 | 0.00% | 87 | 51 | 141.7% | $4,776 | 加仓 |
| PHIN | PHINIA INC | $7,990 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $7,965 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $7,912 | 0.00% | 298 | -18 | -5.7% | -$478 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $7,869 | 0.00% | 28 | 11 | 64.7% | $3,091 | 加仓 |
| AXON | AXON ENTERPRISE INC | $7,849 | 0.00% | 14 | -5 | -26.3% | -$2,803 | 减仓 |
| CCJ | CAMECO CORP | $7,843 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $7,836 | 0.00% | 276 | 276 | — | $7,836 | 新建仓 |
| LZB | LA Z BOY INC | $7,783 | 0.00% | 194 | 145 | 295.9% | $5,817 | 加仓 |
| IQV | IQVIA HLDGS INC | $7,729 | 0.00% | 40 | 22 | 122.2% | $4,251 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $7,702 | 0.00% | 105 | 12 | 12.9% | $880 | 加仓 |
| ATI | ATI INC | $7,687 | 0.00% | 39 | 39 | — | $7,687 | 新建仓 |
| MUR | MURPHY OIL CORP | $7,684 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $7,680 | 0.00% | 48 | -26 | -35.1% | -$4,160 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $7,610 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $7,608 | 0.00% | 112 | 76 | 211.1% | $5,163 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $7,597 | 0.00% | 178 | 139 | 356.4% | $5,932 | 加仓 |
| SANM | SANMINA CORP | $7,592 | 0.00% | 30 | 14 | 87.5% | $3,543 | 加仓 |
| WAB | WABTEC | $7,549 | 0.00% | 28 | 4 | 16.7% | $1,078 | 加仓 |
| MTZ | MASTEC INC | $7,489 | 0.00% | 18 | 18 | — | $7,489 | 新建仓 |
| ETR | ENTERGY CORP NEW | $7,466 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $7,409 | 0.00% | 31 | -11 | -26.2% | -$2,629 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $7,304 | 0.00% | 39 | 15 | 62.5% | $2,809 | 加仓 |
| TRNO | TERRENO RLTY CORP | $7,254 | 0.00% | 112 | 34 | 43.6% | $2,202 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $7,144 | 0.00% | 40 | -49 | -55.1% | -$8,751 | 减仓 |
| JLL | JONES LANG LASALLE INC | $7,129 | 0.00% | 23 | 4 | 21.1% | $1,240 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $7,105 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $7,006 | 0.00% | 60 | 8 | 15.4% | $934 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $6,978 | 0.00% | 89 | -45 | -33.6% | -$3,528 | 减仓 |
| OVV | OVINTIV INC | $6,897 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $6,854 | 0.00% | 180 | 109 | 153.5% | $4,150 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $6,749 | 0.00% | 27 | 3 | 12.5% | $750 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $6,684 | 0.00% | 25 | 8 | 47.1% | $2,139 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $6,666 | 0.00% | 266 | 53 | 24.9% | $1,328 | 加仓 |
| MTB | M & T BK CORP | $6,664 | 0.00% | 28 | -1 | -3.4% | -$238 | 减仓 |
| B | BARRICK MNG CORP | $6,611 | 0.00% | 180 | 38 | 26.8% | $1,396 | 加仓 |
| VALE | VALE S A | $6,588 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. | $6,570 | 0.00% | 214 | 40 | 23.0% | $1,228 | 重新持有 |
| SOUN | SOUNDHOUND AI INC | $6,567 | 0.00% | 1,015 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $6,509 | 0.00% | 23 | 3 | 15.0% | $849 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $6,444 | 0.00% | 96 | 64 | 200.0% | $4,296 | 加仓 |
| RY | ROYAL BK CDA | $6,416 | 0.00% | 31 | 8 | 34.8% | $1,656 | 加仓 |
| CASY | CASEYS GEN STORES INC | $6,358 | 0.00% | 8 | 2 | 33.3% | $1,590 | 加仓 |
| TTEK | TETRA TECH INC NEW | $6,356 | 0.00% | 220 | 155 | 238.5% | $4,478 | 重新持有 |
| EW | EDWARDS LIFESCIENCES CORP | $6,332 | 0.00% | 70 | 25 | 55.6% | $2,261 | 加仓 |
| USFD | US FOODS HLDG CORP | $6,237 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $6,168 | 0.00% | 10 | 10 | — | $6,168 | 新建仓 |
| WPC | WP CAREY INC | $6,078 | 0.00% | 85 | -58 | -40.6% | -$4,147 | 减仓 |
| AZN | ASTRAZENECA PLC | $6,068 | 0.00% | 32 | 7 | 28.0% | $1,327 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $6,011 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| FELE | FRANKLIN ELEC INC | $6,003 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $5,998 | 0.00% | 61 | -53 | -46.5% | -$5,211 | 减仓 |
| KIM | KIMCO REALTY CORP | $5,983 | 0.00% | 236 | -18 | -7.1% | -$456 | 减仓 |
| FTI | TECHNIPFMC PLC | $5,901 | 0.00% | 89 | -45 | -33.6% | -$2,984 | 减仓 |
| UPST | UPSTART HLDGS INC | $5,846 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $5,830 | 0.00% | 85 | 33 | 63.5% | $2,263 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $5,780 | 0.00% | 122 | -2 | -1.6% | -$95 | 减仓 |
| TWLO | TWILIO INC | $5,777 | 0.00% | 28 | 23 | 460.0% | $4,745 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $5,762 | 0.00% | 49 | 49 | — | $5,762 | 新建仓 |
| FHI | FEDERATED HERMES INC | $5,688 | 0.00% | 103 | -20 | -16.3% | -$1,104 | 减仓 |
| VUG | VANGUARD INDEX FDS | $5,685 | 0.00% | 66 | -126 | -65.6% | -$1.09万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $5,685 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $5,669 | 0.00% | 285 | 77 | 37.0% | $1,532 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $5,654 | 0.00% | 244 | 2 | 0.8% | $46 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $5,631 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| E | ENI SPA | $5,623 | 0.00% | 120 | 44 | 57.9% | $2,062 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $5,579 | 0.00% | 42 | -10 | -19.2% | -$1,328 | 减仓 |
| DBX | DROPBOX INC | $5,549 | 0.00% | 202 | 139 | 220.6% | $3,818 | 加仓 |
| KEY | KEYCORP | $5,417 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $5,400 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $5,395 | 0.00% | 250 | 250 | — | $5,395 | 新建仓 |
| BROS | DUTCH BROS INC | $5,386 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $5,340 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $5,327 | 0.00% | 95 | 30 | 46.2% | $1,682 | 加仓 |
| NI | NISOURCE INC | $5,326 | 0.00% | 112 | 39 | 53.4% | $1,855 | 加仓 |