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 |
|---|---|---|---|---|---|---|---|---|
| CFG | CITIZENS FINL GROUP INC | $5,325 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $5,302 | 0.00% | 64 | 64 | — | $5,302 | 新建仓 |
| WY | WEYERHAEUSER CO | $5,291 | 0.00% | 221 | 56 | 33.9% | $1,341 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $5,279 | 0.00% | 55 | -22 | -28.6% | -$2,112 | 减仓 |
| SE | SEA LTD | $5,271 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $5,167 | 0.00% | 21 | -32 | -60.4% | -$7,874 | 减仓 |
| BHP | BHP BILLITON LIMITED | $5,165 | 0.00% | 62 | 25 | 67.6% | $2,083 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $5,148 | 0.00% | 106 | 5 | 5.0% | $243 | 加仓 |
| BDX | BECTON DICKINSON & CO | $5,145 | 0.00% | 34 | -37 | -52.1% | -$5,599 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $5,141 | 0.00% | 37 | -6 | -14.0% | -$834 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $5,138 | 0.00% | 119 | 12 | 11.2% | $518 | 加仓 |
| VTRS | VIATRIS INC | $5,113 | 0.00% | 322 | 89 | 38.2% | $1,413 | 加仓 |
| BCPC | BALCHEM CORP | $5,068 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BAP | CREDICORP LTD | $5,065 | 0.00% | 13 | -1 | -7.1% | -$390 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $5,047 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $4,992 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $4,970 | 0.00% | 34 | 3 | 9.7% | $439 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $4,833 | 0.00% | 9 | 3 | 50.0% | $1,611 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $4,809 | 0.00% | 59 | 38 | 181.0% | $3,097 | 加仓 |
| U | UNITY SOFTWARE INC | $4,630 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $4,623 | 0.00% | 164 | 144 | 720.0% | $4,059 | 加仓 |
| OSK | OSHKOSH CORP | $4,604 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4,601 | 0.00% | 102 | 66 | 183.3% | $2,977 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $4,588 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $4,563 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $4,541 | 0.00% | 88 | -66 | -42.9% | -$3,406 | 减仓 |
| WULF | TERAWULF INC | $4,471 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $4,470 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $4,422 | 0.00% | 26 | -36 | -58.1% | -$6,123 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $4,408 | 0.00% | 32 | -23 | -41.8% | -$3,168 | 减仓 |
| QQQ | INVESCO QQQ TR | $4,392 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $4,385 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $4,371 | 0.00% | 155 | 52 | 50.5% | $1,466 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $4,363 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $4,350 | 0.00% | 144 | 144 | — | $4,350 | 新建仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $4,275 | 0.00% | 179 | 104 | 138.7% | $2,484 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $4,271 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $4,245 | 0.00% | 57 | -41 | -41.8% | -$3,053 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $4,198 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $4,178 | 0.00% | 80 | -122 | -60.4% | -$6,371 | 重新持有 |
| BURL | BURLINGTON STORES INC | $4,118 | 0.00% | 13 | 13 | — | $4,118 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $4,082 | 0.00% | 14 | 6 | 75.0% | $1,749 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $4,061 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $4,037 | 0.00% | 7 | -3 | -30.0% | -$1,730 | 减仓 |
| UDR | UDR INC | $4,032 | 0.00% | 101 | -71 | -41.3% | -$2,834 | 减仓 |
| VRSN | VERISIGN INC | $4,025 | 0.00% | 16 | -18 | -52.9% | -$4,528 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $4,002 | 0.00% | 72 | 72 | — | $4,002 | 新建仓 |
| MSTR | STRATEGY INC | $3,999 | 0.00% | 46 | 6 | 15.0% | $522 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $3,946 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| TIMB | TIM S A | $3,920 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $3,920 | 0.00% | 7 | 6 | 600.0% | $3,360 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $3,916 | 0.00% | 16 | 16 | — | $3,916 | 新建仓 |
| CNC | CENTENE CORP DEL | $3,916 | 0.00% | 61 | 61 | — | $3,916 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $3,880 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| PEBO | PEOPLES BANCORP INC | $3,879 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| TDW | TIDEWATER INC NEW | $3,865 | 0.00% | 58 | -22 | -27.5% | -$1,466 | 减仓 |
| HL | HECLA MINING COMPANY | $3,842 | 0.00% | 249 | -46 | -15.6% | -$710 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $3,793 | 0.00% | 7 | 3 | 75.0% | $1,626 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $3,769 | 0.00% | 24 | 24 | — | $3,769 | 新建仓 |
| SMTC | SEMTECH CORP | $3,723 | 0.00% | 23 | 23 | — | $3,723 | 新建仓 |
| R | RYDER SYS INC | $3,693 | 0.00% | 14 | 14 | — | $3,693 | 新建仓 |
| CDE | COEUR MNG INC | $3,672 | 0.00% | 225 | 99 | 78.6% | $1,616 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3,648 | 0.00% | 40 | 2 | 5.3% | $182 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $3,640 | 0.00% | 15 | 3 | 25.0% | $728 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $3,582 | 0.00% | 14 | 2 | 16.7% | $512 | 加仓 |
| MRNA | MODERNA INC | $3,572 | 0.00% | 51 | 36 | 240.0% | $2,521 | 加仓 |
| MKSI | MKS INC. | $3,558 | 0.00% | 8 | 8 | — | $3,558 | 新建仓 |
| VMC | VULCAN MATLS CO | $3,540 | 0.00% | 12 | -7 | -36.8% | -$2,065 | 减仓 |
| RMD | RESMED INC | $3,508 | 0.00% | 18 | -3 | -14.3% | -$585 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $3,447 | 0.00% | 28 | -60 | -68.2% | -$7,386 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $3,445 | 0.00% | 67 | -15 | -18.3% | -$771 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $3,421 | 0.00% | 26 | -10 | -27.8% | -$1,316 | 减仓 |
| SEIC | SEI INVTS CO | $3,421 | 0.00% | 39 | 37 | 1,850.0% | $3,246 | 加仓 |
| INSM | INSMED INC | $3,412 | 0.00% | 32 | -4 | -11.1% | -$426 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $3,382 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| CYD | CHINA YUCHAI INTL LTD | $3,366 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $3,343 | 0.00% | 141 | 54 | 62.1% | $1,280 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $3,334 | 0.00% | 5 | -3 | -37.5% | -$2,000 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $3,328 | 0.00% | 41 | -2,556 | -98.4% | -$20.75万 | 减仓 |
| EME | EMCOR GROUP INC | $3,320 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $3,319 | 0.00% | 11 | 2 | 22.2% | $603 | 加仓 |
| ROKU | ROKU INC | $3,315 | 0.00% | 24 | -26 | -52.0% | -$3,591 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $3,309 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SENEA | SENECA FOODS CORP NEW | $3,305 | 0.00% | 19 | -19 | -50.0% | -$3,305 | 减仓 |
| IMOS | CHIPMOS TECHNOLOGIES INC | $3,277 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $3,252 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC | $3,200 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $3,198 | 0.00% | 61 | 25 | 69.4% | $1,311 | 加仓 |
| LFUS | LITTELFUSE INC | $3,187 | 0.00% | 7 | 2 | 40.0% | $911 | 加仓 |
| KAI | KADANT INC | $3,142 | 0.00% | 10 | 5 | 100.0% | $1,571 | 加仓 |
| NKE | NIKE INC | $3,120 | 0.00% | 76 | -28 | -26.9% | -$1,149 | 减仓 |
| IDCC | INTERDIGITAL INC | $3,114 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $3,104 | 0.00% | 324 | 103 | 46.6% | $987 | 加仓 |
| IEFA | ISHARES TR | $3,091 | 0.00% | 32 | 32 | — | $3,091 | 新建仓 |
| NWG | NATWEST GROUP PLC | $3,068 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $3,048 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $3,045 | 0.00% | 30 | -10 | -25.0% | -$1,015 | 减仓 |
| OC | OWENS CORNING NEW | $3,020 | 0.00% | 19 | 4 | 26.7% | $636 | 重新持有 |
| PHM | PULTE GROUP INC | $3,019 | 0.00% | 22 | -61 | -73.5% | -$8,371 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $3,003 | 0.00% | 74 | 74 | — | $3,003 | 新建仓 |