13F 机构持仓

Dogwood Wealth Management LLC

LENEXA KS · SEC CIK 0002056922

2026Q22026Q1 更早 9 个季度 🔒
$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
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

FBND 8.1%
PVAL 7.9%
VTI 6.7%
QQQM 5.2%
OUNZ 4.5%
AVUV 4.2%
AVLC 3.9%
SHY 3.9%
REGL 3.6%
IDMO 3.5%

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
MSCI MSCI INC $5390.00%1 1— $539 新建仓
SPYM SPDR SERIES TRUST $5360.00%7 00.0% — 不变
WST WEST PHARMACEUTICAL SVSC INC $5010.00%2 -3-60.0% -$752 减仓
ACGL ARCH CAP GROUP LTD $4800.00%5 -14-73.7% -$1,344 减仓
FE FIRSTENERGY CORP $4050.00%8 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $3820.00%55 00.0% — 不变
BIIB BIOGEN INC $3670.00%2 2— $367 新建仓
TSCO TRACTOR SUPPLY CO $3620.00%8 -4-33.3% -$181 减仓
GRID FIRST TR EXCHANGE-TRADED FD $3270.00%2 00.0% — 不变
CINF CINCINNATI FINL CORP $3150.00%2 00.0% — 不变
JOBY JOBY AVIATION INC $3140.00%38 00.0% — 不变
LDOS LEIDOS HOLDINGS INC $3110.00%2 -7-77.8% -$1,088 减仓
AVT AVNET INC $3080.00%5 00.0% — 不变
— INNOVIZ TECHNOLOGIES LTD $3000.00%475 00.0% — 不变
EIX EDISON INTL $2930.00%4 -102-96.2% -$7,472 重新持有
DTE DTE ENERGY CO $2920.00%2 -9-81.8% -$1,314 减仓
DFIN DONNELLEY FINL SOLUTIONS INC $2830.00%6 00.0% — 不变
— NET LEASE OFFICE PROPERTIES $2650.00%23 00.0% — 不变
SW SMURFIT WESTROCK PLC $2390.00%6 6— $239 新建仓
NWL NEWELL BRANDS INC $2370.00%69 11.5% $3 加仓
BEN FRANKLIN RESOURCES INC $2360.00%10 00.0% — 不变
KVUE KENVUE INC $2240.00%13 00.0% — 不变
STE STERIS PLC $2210.00%1 -7-87.5% -$1,547 减仓
IP INTERNATIONAL PAPER CO $2140.00%6 -1-14.3% -$36 重新持有
TFSL TFS FINL CORP $2110.00%15 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $2010.00%3 00.0% — 不变
FCFS FIRSTCASH HOLDINGS INC $1880.00%1 00.0% — 不变
UA UNDER ARMOUR INC $1850.00%32 00.0% — 不变
SEIC SEI INVTS CO $1570.00%2 -24-92.3% -$1,884 减仓
EL LAUDER ESTEE COS INC $1440.00%2 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $1350.00%3 00.0% — 不变
— ONCOLYTICS BIOTECH INC $1240.00%146 00.0% — 不变
FUL FULLER H B CO $1230.00%2 00.0% — 不变
SFIX STITCH FIX INC $1220.00%37 00.0% — 不变
IOO ISHARES TR $1210.00%1 00.0% — 不变
SCHL SCHOLASTIC CORP $1170.00%3 00.0% — 不变
Q QNITY ELECTRONICS INC $1150.00%1 00.0% — 不变
HASI HA SUSTAINABLE INFRA CAP INC $1100.00%3 00.0% — 不变
ALV AUTOLIV INC $1050.00%1 00.0% — 不变
BTU PEABODY ENGR CORP $990.00%3 00.0% — 不变
— STEM INC $970.00%11 00.0% — 不变
JNK SPDR SERIES TRUST $920.00%1 00.0% — 不变
RVTY REVVITY INC $880.00%1 00.0% — 不变
UBSI UNITED BANKSHARES INC WEST V $830.00%2 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $730.00%0 0— -$75 清仓
COWZ PACER FDS TR $520.00%1 00.0% — 不变
SJNK SPDR SERIES TRUST $500.00%2 00.0% — 不变
SPEM SPDR INDEX SHS FDS $470.00%1 00.0% — 不变
LTBR LIGHTBRIDGE CORP $430.00%4 00.0% — 不变
TIP ISHARES TR $360.00%0 0— -$35 清仓
— REKOR SYSTEMS INC $330.00%40 00.0% — 不变
DIVO AMPLIFY ETF TR $330.00%1 00.0% — 不变
LAB STANDARD BIOTOOLS INC $250.00%27 00.0% — 不变
— SKILLZ INC $210.00%8 00.0% — 不变
— PACER FDS TR $170.00%0 0— -$18 清仓
BND VANGUARD BD INDEX FDS $100.00%0 —— — 申报中断
— WRAP TECHNOLOGIES INC $80.00%5 00.0% — 不变
— TALPHERA INC $70.00%10 00.0% — 不变
— EDESA BIOTECH INC $50.00%1 00.0% — 不变
SLDP SOLID POWER INC $00.00%0 -5,750-100.0% -$2.44万 清仓
OKLO OKLO INC $00.00%0 —— — 申报中断
SMCI SUPER MICRO COMPUTER INC $00.00%0 -443-100.0% -$1.30万 清仓
SFM SPROUTS FMRS MKT INC $00.00%0 -114-100.0% -$9,082 清仓
CBSH COMMERCE BANCSHARES INC $00.00%0 -168-100.0% -$8,793 清仓
PB PROSPERITY BANCSHARES INC $00.00%0 -126-100.0% -$8,783 清仓
CASK MGP INGREDIENTS INC NEW $00.00%0 -305-100.0% -$7,412 清仓
HNI HNI CORP $00.00%0 -172-100.0% -$7,231 清仓
THO THOR INDS INC $00.00%0 -60-100.0% -$6,160 清仓
OMF ONEMAIN HLDGS INC $00.00%0 -83-100.0% -$5,607 清仓
AAL AMERICAN AIRLS GROUP INC $00.00%0 -360-100.0% -$5,519 清仓
TEAM ATLASSIAN CORPORATION $00.00%0 -32-100.0% -$5,188 清仓
VOYA VOYA FINANCIAL INC $00.00%0 —— — 申报中断
RHI ROBERT HALF INC. $00.00%0 —— — 申报中断
CCL CARNIVAL CORP $00.00%0 -147-100.0% -$4,489 清仓
UVV UNIVERSAL CORP VA $00.00%0 -75-100.0% -$3,956 清仓
MC MOELIS & CO $00.00%0 -54-100.0% -$3,712 清仓
AVY AVERY DENNISON CORP $00.00%0 -20-100.0% -$3,638 清仓
ARES ARES MANAGEMENT CORPORATION $00.00%0 -22-100.0% -$3,556 清仓
CSW CSW INDUSTRIALS INC $00.00%0 -11-100.0% -$3,229 清仓
AZN ASTRAZENECA PLC $00.00%0 -15-100.0% -$2,758 清仓
SKYW SKYWEST INC $00.00%0 -27-100.0% -$2,711 清仓
TEM TEMPUS AI INC $00.00%0 -41-100.0% -$2,421 清仓
NUS NU SKIN ENTERPRISES INC $00.00%0 -249-100.0% -$2,395 清仓
CCK CROWN HLDGS INC $00.00%0 —— — 申报中断
FRME FIRST MERCHANTS CORP $00.00%0 -62-100.0% -$2,324 清仓
G GENPACT LIMITED $00.00%0 —— — 申报中断
TTEK TETRA TECH INC NEW $00.00%0 —— — 申报中断
CHE CHEMED CORP NEW $00.00%0 -5-100.0% -$2,139 清仓
BNS BANK NOVA SCOTIA HALIFAX $00.00%0 -27-100.0% -$1,990 清仓
UHS UNIVERSAL HLTH SVCS INC $00.00%0 -9-100.0% -$1,962 清仓
CAE CAE INC $00.00%0 -64-100.0% -$1,947 清仓
ZM ZOOM COMMUNICATIONS INC $00.00%0 —— — 申报中断
AFRM AFFIRM HLDGS INC $00.00%0 —— — 申报中断
— EXACT SCIENCES CORP $00.00%0 -17-100.0% -$1,727 清仓
UNM UNUM GROUP $00.00%0 —— — 申报中断
MEDP MEDPACE HLDGS INC $00.00%0 -3-100.0% -$1,685 清仓
OC OWENS CORNING NEW $00.00%0 —— — 申报中断
ALG ALAMO GROUP INC $00.00%0 -10-100.0% -$1,679 清仓
MDB MONGODB INC $00.00%0 -4-100.0% -$1,679 清仓
IBEX IBEX LTD $00.00%0 -43-100.0% -$1,642 清仓