Dogwood Wealth Management LLC
LENEXA KS · SEC CIK 0002056922
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | $1,862.71万 | 8.09% | 408,309 | 32,640 | 8.7% | $148.90万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1,828.51万 | 7.94% | 394,076 | 24,377 | 6.6% | $113.11万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,533.77万 | 6.66% | 47,809 | 4,504 | 10.4% | $144.49万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,186.98万 | 5.16% | 49,953 | 4,692 | 10.4% | $111.49万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $1,036.51万 | 4.50% | 230,079 | -3,212 | -1.4% | -$14.47万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $967.13万 | 4.20% | 87,547 | 3,230 | 3.8% | $35.68万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $898.44万 | 3.90% | 115,853 | 2,571 | 2.3% | $19.94万 | 加仓 |
| SHY | ISHARES TR | $886.64万 | 3.85% | 107,381 | 5,075 | 5.0% | $41.90万 | 加仓 |
| REGL | PROSHARES TR | $832.31万 | 3.61% | 96,321 | 5,706 | 6.3% | $49.31万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $800.99万 | 3.48% | 146,059 | 12,295 | 9.2% | $67.43万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $701.62万 | 3.05% | 139,294 | 8,899 | 6.8% | $44.82万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $691.87万 | 3.00% | 70,664 | 8,706 | 14.1% | $85.24万 | 加仓 |
| MUB | ISHARES TR | $578.21万 | 2.51% | 54,471 | 2,082 | 4.0% | $22.10万 | 加仓 |
| IVV | ISHARES TR | $573.06万 | 2.49% | 8,773 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $518.00万 | 2.25% | 124,700 | -836 | -0.7% | -$3.47万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $420.40万 | 1.83% | 67,480 | 106 | 0.2% | $6,604 | 加仓 |
| STIP | ISHARES TR | $411.89万 | 1.79% | 39,823 | 1,600 | 4.2% | $16.55万 | 加仓 |
| NLR | VANECK ETF TRUST | $292.49万 | 1.27% | 21,960 | 2,261 | 11.5% | $30.11万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $270.93万 | 1.18% | 15,535 | -334 | -2.1% | -$5.82万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $269.25万 | 1.17% | 34,056 | -242 | -0.7% | -$1.91万 | 减仓 |
| USRT | ISHARES TR | $256.96万 | 1.12% | 43,413 | 1,695 | 4.1% | $10.03万 | 加仓 |
| VO | VANGUARD INDEX FDS | $254.04万 | 1.10% | 8,846 | -74 | -0.8% | -$2.13万 | 减仓 |
| XSVN | BONDBLOXX ETF TRUST | $239.99万 | 1.04% | 50,291 | 6,930 | 16.0% | $33.07万 | 加仓 |
| IEUR | ISHARES TR | $230.80万 | 1.00% | 32,844 | 198 | 0.6% | $1.39万 | 加仓 |
| AAPL | APPLE INC | $230.10万 | 1.00% | 9,067 | -1,151 | -11.3% | -$29.21万 | 减仓 |
| IPAC | ISHARES TR | $226.00万 | 0.98% | 29,538 | -901 | -3.0% | -$6.89万 | 减仓 |
| IYR | ISHARES TR | $210.72万 | 0.92% | 22,284 | 402 | 1.8% | $3.80万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $188.51万 | 0.82% | 76,010 | 1,776 | 2.4% | $4.40万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $181.69万 | 0.79% | 18,194 | -652 | -3.5% | -$6.51万 | 减仓 |
| HYGV | FLEXSHARES TR | $173.56万 | 0.75% | 43,326 | 60 | 0.1% | $2,404 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $171.42万 | 0.74% | 21,274 | -136 | -0.6% | -$1.10万 | 减仓 |
| VB | VANGUARD INDEX FDS | $153.56万 | 0.67% | 5,863 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $139.48万 | 0.61% | 41,679 | 41,679 | — | $139.48万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $130.20万 | 0.57% | 14,207 | 1,526 | 12.0% | $13.98万 | 加仓 |
| WMT | WALMART INC | $123.09万 | 0.53% | 9,904 | 771 | 8.4% | $9.58万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $117.96万 | 0.51% | 4,010 | -623 | -13.4% | -$18.33万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $115.20万 | 0.50% | 1,156 | -467 | -28.8% | -$46.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $109.29万 | 0.47% | 2,952 | -911 | -23.6% | -$33.73万 | 减仓 |
| AMZN | AMAZON COM INC | $104.32万 | 0.45% | 5,009 | -2,491 | -33.2% | -$51.88万 | 减仓 |
| AVGO | BROADCOM INC | $99.90万 | 0.43% | 3,228 | -39 | -1.2% | -$1.21万 | 减仓 |
| WELL | WELLTOWER INC | $73.67万 | 0.32% | 3,726 | -380 | -9.3% | -$7.51万 | 减仓 |
| V | VISA INC | $72.82万 | 0.32% | 2,409 | 334 | 16.1% | $10.10万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $71.41万 | 0.31% | 8,051 | -4,344 | -35.0% | -$38.53万 | 减仓 |
| GOOG | ALPHABET INC | $70.78万 | 0.31% | 2,467 | -1,165 | -32.1% | -$33.42万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $70.42万 | 0.31% | 5,378 | -1,751 | -24.6% | -$22.93万 | 减仓 |
| GOOGL | ALPHABET INC | $66.46万 | 0.29% | 2,311 | -693 | -23.1% | -$19.93万 | 减仓 |
| — | EXXON MOBIL CORP | $54.77万 | 0.24% | 3,228 | 383 | 13.5% | $6.50万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $53.85万 | 0.23% | 2,203 | -211 | -8.7% | -$5.16万 | 减仓 |
| META | META PLATFORMS INC | $49.15万 | 0.21% | 859 | -233 | -21.3% | -$13.33万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.82万 | 0.20% | 977 | -323 | -24.8% | -$15.48万 | 减仓 |
| LLY | ELI LILLY & CO | $45.90万 | 0.20% | 499 | -196 | -28.2% | -$18.03万 | 减仓 |
| HD | HOME DEPOT INC | $45.60万 | 0.20% | 1,386 | -591 | -29.9% | -$19.44万 | 减仓 |
| PEP | PEPSICO INC | $45.35万 | 0.20% | 2,921 | -1,022 | -25.9% | -$15.87万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $44.98万 | 0.20% | 9,425 | 9,425 | — | $44.98万 | 新建仓 |
| AGG | ISHARES TR | $44.35万 | 0.19% | 4,468 | 1,033 | 30.1% | $10.25万 | 加仓 |
| SO | SOUTHERN CO | $39.10万 | 0.17% | 4,051 | -1,535 | -27.5% | -$14.82万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $38.57万 | 0.17% | 772 | -208 | -21.2% | -$10.39万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $38.49万 | 0.17% | 352 | -280 | -44.3% | -$30.62万 | 减仓 |
| TJX | TJX COS INC NEW | $38.04万 | 0.17% | 2,382 | -950 | -28.5% | -$15.17万 | 减仓 |
| WM | WASTE MGMT INC DEL | $37.55万 | 0.16% | 1,634 | -734 | -31.0% | -$16.87万 | 减仓 |
| GE | GE AEROSPACE | $37.34万 | 0.16% | 1,316 | -575 | -30.4% | -$16.32万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $32.81万 | 0.14% | 1,615 | -867 | -34.9% | -$17.61万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $32.73万 | 0.14% | 5,362 | -1,524 | -22.1% | -$9.30万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.21万 | 0.14% | 825 | 776 | 1,583.7% | $30.30万 | 加仓 |
| QCOM | QUALCOMM INC | $31.94万 | 0.14% | 2,481 | -1,471 | -37.2% | -$18.94万 | 减仓 |
| NOW | SERVICENOW INC | $31.09万 | 0.14% | 2,974 | -526 | -15.0% | -$5.50万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $31.08万 | 0.13% | 878 | -435 | -33.1% | -$15.40万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $31.06万 | 0.13% | 268 | -196 | -42.2% | -$22.72万 | 减仓 |
| KKR | KKR & CO INC | $30.05万 | 0.13% | 3,248 | -2,126 | -39.6% | -$19.67万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $29.96万 | 0.13% | 5,998 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $29.48万 | 0.13% | 793 | -499 | -38.6% | -$18.55万 | 减仓 |
| PGR | PROGRESSIVE CORP | $29.44万 | 0.13% | 1,485 | -734 | -33.1% | -$14.55万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $29.14万 | 0.13% | 5,840 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $28.42万 | 0.12% | 2,556 | -53 | -2.0% | -$5,893 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $27.38万 | 0.12% | 3,396 | -43 | -1.3% | -$3,466 | 减仓 |
| PG | PROCTER & GAMBLE CO | $25.90万 | 0.11% | 1,793 | 1,324 | 282.3% | $19.13万 | 加仓 |
| INTU | INTUIT | $24.43万 | 0.11% | 565 | 494 | 695.8% | $21.36万 | 加仓 |
| AME | AMETEK INC | $23.64万 | 0.10% | 1,103 | -308 | -21.8% | -$6.60万 | 减仓 |
| KR | KROGER CO | $23.63万 | 0.10% | 3,265 | -4,631 | -58.6% | -$33.51万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $23.44万 | 0.10% | 1,531 | 1,531 | — | $23.44万 | 新建仓 |
| ASML | ASML HLDG NV | $22.59万 | 0.10% | 171 | 157 | 1,121.4% | $20.74万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $21.66万 | 0.09% | 4,248 | -376 | -8.1% | -$1.92万 | 减仓 |
| MDT | MEDTRONIC PLC | $21.40万 | 0.09% | 2,470 | -510 | -17.1% | -$4.42万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $21.29万 | 0.09% | 972 | -213 | -18.0% | -$4.67万 | 减仓 |
| FTV | FORTIVE CORP | $21.13万 | 0.09% | 3,823 | -1,294 | -25.3% | -$7.15万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.02万 | 0.09% | 2,597 | -566 | -17.9% | -$4.58万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $19.93万 | 0.09% | 1,227 | -248 | -16.8% | -$4.03万 | 减仓 |
| TMUS | T-MOBILE US INC | $19.85万 | 0.09% | 945 | -43 | -4.4% | -$9,031 | 减仓 |
| MCO | MOODYS CORP | $19.81万 | 0.09% | 454 | 420 | 1,235.3% | $18.32万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $18.27万 | 0.08% | 5,020 | -998 | -16.6% | -$3.63万 | 减仓 |
| PTC | PTC INC | $18.24万 | 0.08% | 1,280 | -1 | -0.1% | -$142 | 减仓 |
| CSCO | CISCO SYS INC | $18.02万 | 0.08% | 2,323 | -6,853 | -74.7% | -$53.17万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $18.02万 | 0.08% | 1,940 | 139 | 7.7% | $1.29万 | 加仓 |
| DHR | DANAHER CORP DEL | $17.59万 | 0.08% | 928 | 825 | 801.0% | $15.64万 | 加仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $17.57万 | 0.08% | 4,483 | 1,534 | 52.0% | $6.01万 | 加仓 |
| IJS | ISHARES TR | $17.23万 | 0.07% | 1,455 | 1 | 0.1% | $118 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $16.52万 | 0.07% | 489 | 95 | 24.1% | $3.21万 | 加仓 |
| NFLX | NETFLIX INC. | $16.50万 | 0.07% | 1,716 | -4,399 | -71.9% | -$42.29万 | 减仓 |
| IEF | ISHARES TR | $16.43万 | 0.07% | 1,722 | 1,217 | 241.0% | $11.62万 | 加仓 |
| CVX | CHEVRON CORPORATION | $15.49万 | 0.07% | 748 | -3,127 | -80.7% | -$64.74万 | 减仓 |