13F 机构持仓

Dogwood Wealth Management LLC

LENEXA KS · SEC CIK 0002056922

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.53亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

PVAL 8.6%
FBND 8.1%
VTI 7.5%
QQQM 6.1%
AVUV 4.6%
OUNZ 4.0%
AVLC 3.9%
REGL 3.9%
IDMO 3.8%
SHY 3.6%

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
MYRG MYR GROUP INC $3,0020.00%6 00.0% — 不变
— ATKORE INC $2,9660.00%39 00.0% — 不变
PRU PRUDENTIAL FINL INC $2,9140.00%27 -5-15.6% -$540 减仓
VOD VODAFONE GROUP PLC $2,8960.00%219 00.0% — 不变
TM TOYOTA MOTOR CORP $2,8630.00%17 00.0% — 不变
ALB ALBEMARLE CORP $2,8360.00%21 861.5% $1,080 加仓
ENS ENERSYS $2,8060.00%12 00.0% — 不变
G GENPACT LIMITED $2,8050.00%102 54112.5% $1,485 重新持有
ALNT ALLIENT INC $2,7790.00%27 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $2,7480.00%91 -60-39.7% -$1,812 减仓
PEY INVESCO EXCHANGE TRADED FD T $2,7350.00%118 10.9% $23 加仓
BBAI BIGBEAR AI HLDGS INC $2,7340.00%745 00.0% — 不变
SNY SANOFI SA $2,7300.00%64 00.0% — 不变
KOP KOPPERS HOLDINGS INC $2,6940.00%60 60— $2,694 新建仓
GRAB GRAB HOLDINGS LIMITED $2,6770.00%710 7511.8% $283 加仓
— RENAISSANCE CAP GREENWICH FD $2,6740.00%45 -199-81.6% -$1.18万 减仓
VEEV VEEVA SYS INC $2,6620.00%15 -5-25.0% -$887 减仓
SYF SYNCHRONY FINANCIAL $2,6620.00%35 00.0% — 不变
LAMR LAMAR ADVERTISING CO $2,6520.00%17 654.5% $936 加仓
SUI SUN CMNTYS INC $2,6380.00%22 1083.3% $1,199 加仓
ILMN ILLUMINA INC $2,6370.00%15 15— $2,637 新建仓
NRG NRG ENERGY INC $2,6290.00%18 14350.0% $2,045 加仓
KRYS KRYSTAL BIOTECH INC $2,6020.00%7 7— $2,602 新建仓
DOC HEALTHPEAK PROPERTIES INC $2,5890.00%121 5583.3% $1,177 加仓
RNR RENAISSANCERE HLDGS LTD $2,5350.00%8 00.0% — 不变
RDN RADIAN GROUP INC $2,5240.00%67 -52-43.7% -$1,959 减仓
DXCM DEXCOM INC $2,4920.00%37 412.1% $269 加仓
YELP YELP INC $2,4770.00%101 -74-42.3% -$1,815 减仓
WDS WOODSIDE ENERGY GROUP LTD $2,4730.00%128 00.0% — 不变
HSY HERSHEY CO $2,4560.00%14 -7-33.3% -$1,228 减仓
ESE ESCO TECHNOLOGIES INC $2,4500.00%7 7— $2,450 新建仓
IFS INTERCORP FINL SVCS INC $2,4490.00%43 -25-36.8% -$1,424 减仓
ASH ASHLAND INC $2,4380.00%37 37— $2,438 新建仓
CVNA CARVANA CO $2,4350.00%37 -3-7.5% -$197 减仓
SMR NUSCALE PWR CORP $2,4170.00%241 10070.9% $1,003 加仓
EXEL EXELIXIS INC $2,3940.00%44 44— $2,394 新建仓
VIAV VIAVI SOLUTIONS INC $2,3880.00%50 50— $2,388 新建仓
TTD THE TRADE DESK INC $2,3870.00%132 00.0% — 不变
INCY INCYTE CORP $2,3810.00%21 531.2% $567 加仓
IR INGERSOLL RAND INC $2,3780.00%29 -46-61.3% -$3,772 减仓
AEE AMEREN CORP $2,3740.00%21 14200.0% $1,583 加仓
GLPI GAMING & LEISURE P $2,3600.00%53 2165.6% $935 加仓
DVN DEVON ENERGY CORP NEW $2,3550.00%57 00.0% — 不变
WF WOORI FINL GROUP INC $2,2960.00%40 00.0% — 不变
SHG SHINHAN FINANCIAL GROUP CO L $2,2770.00%36 00.0% — 不变
ESLT ELBIT SYS LTD $2,2760.00%3 3— $2,276 新建仓
FDXF FEDEX FGHT HLDG CO INC $2,2650.00%15 15— $2,265 新建仓
NTB BANK OF N T BUTTERFIELD & SO $2,2610.00%38 00.0% — 不变
PPL PPL CORP $2,2540.00%62 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $2,2530.00%17 -12-41.4% -$1,590 减仓
ATO ATMOS ENERGY CORP $2,2400.00%13 00.0% — 不变
UNM UNUM GROUP $2,2350.00%25 313.6% $268 重新持有
LTM LATAM AIRLINES GROUP SA $2,2140.00%38 00.0% — 不变
PRDO PERDOCEO ED CORP $2,2080.00%69 69— $2,208 新建仓
NVT NVENT ELEC PLC $2,2050.00%13 -2-13.3% -$339 减仓
EQT EQT CORP $2,1800.00%41 -11-21.2% -$585 减仓
ZTS ZOETIS INC $2,1560.00%30 -117-79.6% -$8,408 减仓
FER FERROVIAL NV $2,1270.00%31 00.0% — 不变
ASB ASSOCIATED BANC-CORP $2,1230.00%69 00.0% — 不变
NVO NOVO-NORDISK A S $2,1090.00%44 00.0% — 不变
ED CONSOLIDATED EDISON INC $2,1020.00%19 -213-91.8% -$2.36万 减仓
KDP KEURIG DR PEPPER INC $2,0950.00%64 58966.7% $1,899 重新持有
TSN TYSON FOODS INC $2,0610.00%36 00.0% — 不变
UBS UBS GROUP AG $2,0320.00%41 00.0% — 不变
VCTR VICTORY CAP HLDGS INC DEL $2,0170.00%24 00.0% — 不变
CSGP COSTAR GROUP INC $2,0110.00%71 -6-7.8% -$170 减仓
XYL XYLEM INC $2,0100.00%17 00.0% — 不变
HXL HEXCEL CORP NEW $2,0010.00%20 00.0% — 不变
MATX MATSON INC $1,9220.00%10 00.0% — 不变
PII POLARIS INC $1,9160.00%28 -3-9.7% -$205 减仓
PDD PDD HOLDINGS INC $1,9070.00%25 00.0% — 不变
PATH UIPATH INC $1,9020.00%175 00.0% — 不变
CCK CROWN HLDGS INC $1,9010.00%17 -6-26.1% -$671 重新持有
DD DUPONT DE NEMOURS INC $1,8990.00%14 -2-12.5% -$271 减仓
ENB ENBRIDGE INC $1,8970.00%35 00.0% — 不变
NGVC NATURAL GROCERS BY VITAMIN $1,8920.00%61 00.0% — 不变
HRL HORMEL FOODS CORP $1,8860.00%76 00.0% — 不变
UCTT ULTRA CLEAN HLDGS INC $1,8540.00%13 13— $1,854 新建仓
AVNT AVIENT CORPORATION $1,8480.00%50 00.0% — 不变
ACIW ACI WORLDWIDE INC $1,8100.00%36 00.0% — 不变
VIV TELEFONICA BRASIL SA $1,8030.00%137 00.0% — 不变
DOCS DOXIMITY INC $1,7630.00%85 00.0% — 不变
— BANCO BRADESCO S A $1,7610.00%587 00.0% — 不变
VCLT VANGUARD SCOTTSDALE FDS $1,7310.00%23 23— $1,731 新建仓
NNN NNN REIT INC $1,7220.00%37 1460.9% $652 加仓
THG HANOVER INS GROUP INC $1,7130.00%8 8— $1,713 新建仓
ITRN ITURAN LOCATION AND CONTROL $1,7080.00%28 28— $1,708 新建仓
QBTS D-WAVE QUANTUM INC $1,7030.00%71 71— $1,703 新建仓
WWD WOODWARD INC $1,7020.00%4 2100.0% $851 加仓
SWKS SKYWORKS SOLUTIONS INC $1,6950.00%25 -24-49.0% -$1,627 减仓
— TEVA PHARMACEUTICAL INDS LTD $1,6940.00%50 -58-53.7% -$1,965 减仓
CX CEMEX SA EURO MTN BE 144A $1,6920.00%141 141— $1,692 新建仓
NHC NATIONAL HEALTHCARE CORP $1,6910.00%8 00.0% — 不变
IMO IMPERIAL OIL LTD $1,6800.00%15 00.0% — 不变
NTES NETEASE COM INC $1,6660.00%13 00.0% — 不变
AIG AMERICAN INTL GROUP INC $1,6400.00%22 422.2% $298 加仓
J JACOBS SOLUTIONS INC $1,6380.00%13 00.0% — 不变
IBN ICICI BANK LIMITED $1,6260.00%56 -40-41.7% -$1,161 减仓
BALL BALL CORP $1,6220.00%26 00.0% — 不变
VRSK VERISK ANALYTICS INC $1,6160.00%9 -11-55.0% -$1,975 减仓