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 |
|---|---|---|---|---|---|---|---|---|
| PVAL | PUTNAM ETF TRUST | $2,174.00万 | 8.58% | 426,694 | 32,618 | 8.3% | $166.19万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,045.93万 | 8.08% | 449,753 | 41,444 | 10.2% | $188.53万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,906.78万 | 7.53% | 51,529 | 3,720 | 7.8% | $137.66万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,550.57万 | 6.12% | 51,179 | 1,226 | 2.5% | $37.14万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,162.11万 | 4.59% | 93,148 | 5,601 | 6.4% | $69.88万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $1,003.30万 | 3.96% | 259,990 | 29,911 | 13.0% | $115.43万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $984.08万 | 3.88% | 109,391 | -6,462 | -5.6% | -$58.13万 | 减仓 |
| REGL | PROSHARES TR | $982.22万 | 3.88% | 107,264 | 10,943 | 11.4% | $100.21万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $966.28万 | 3.81% | 160,272 | 14,213 | 9.7% | $85.69万 | 加仓 |
| SHY | ISHARES TR | $914.74万 | 3.61% | 111,404 | 4,023 | 3.7% | $33.03万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $890.55万 | 3.51% | 74,843 | 4,179 | 5.9% | $49.73万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $757.27万 | 2.99% | 149,985 | 10,691 | 7.7% | $53.98万 | 加仓 |
| IVV | ISHARES TR | $657.00万 | 2.59% | 8,773 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $592.35万 | 2.34% | 55,041 | 570 | 1.0% | $6.13万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $546.81万 | 2.16% | 132,047 | 7,347 | 5.9% | $30.42万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $465.99万 | 1.84% | 63,538 | -3,942 | -5.8% | -$28.91万 | 减仓 |
| STIP | ISHARES TR | $421.25万 | 1.66% | 41,235 | 1,412 | 3.5% | $14.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $315.10万 | 1.24% | 15,748 | 213 | 1.4% | $4.26万 | 加仓 |
| NLR | VANECK ETF TRUST | $304.33万 | 1.20% | 26,240 | 4,280 | 19.5% | $49.64万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $290.90万 | 1.15% | 32,041 | -2,015 | -5.9% | -$18.29万 | 减仓 |
| VO | VANGUARD INDEX FDS | $285.09万 | 1.13% | 35,384 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $285.00万 | 1.12% | 42,890 | -523 | -1.2% | -$3.48万 | 减仓 |
| XSVN | BONDBLOXX ETF TRUST | $273.22万 | 1.08% | 57,800 | 7,509 | 14.9% | $35.50万 | 加仓 |
| AAPL | APPLE INC | $251.46万 | 0.99% | 8,690 | -377 | -4.2% | -$10.91万 | 减仓 |
| IYR | ISHARES TR | $246.34万 | 0.97% | 24,092 | 1,808 | 8.1% | $18.49万 | 加仓 |
| IEUR | ISHARES TR | $240.60万 | 0.95% | 32,008 | -836 | -2.5% | -$6.28万 | 减仓 |
| IPAC | ISHARES TR | $235.00万 | 0.93% | 28,683 | -855 | -2.9% | -$7.01万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $194.42万 | 0.77% | 76,422 | 412 | 0.5% | $1.05万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $189.55万 | 0.75% | 19,644 | -1,630 | -7.7% | -$15.73万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $181.88万 | 0.72% | 17,650 | -544 | -3.0% | -$5.61万 | 减仓 |
| HYGV | FLEXSHARES TR | $181.87万 | 0.72% | 45,174 | 1,848 | 4.3% | $7.44万 | 加仓 |
| VB | VANGUARD INDEX FDS | $177.72万 | 0.70% | 5,863 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $143.03万 | 0.56% | 15,608 | 1,401 | 9.9% | $12.84万 | 加仓 |
| AMZN | AMAZON COM INC | $107.15万 | 0.42% | 4,496 | -513 | -10.2% | -$12.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $100.85万 | 0.40% | 3,081 | -929 | -23.2% | -$30.41万 | 减仓 |
| AVGO | BROADCOM INC | $95.28万 | 0.38% | 2,522 | -706 | -21.9% | -$26.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $94.30万 | 0.37% | 2,528 | -424 | -14.4% | -$15.82万 | 减仓 |
| LLY | ELI LILLY & CO | $89.48万 | 0.35% | 746 | 247 | 49.5% | $29.63万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $80.92万 | 0.32% | 865 | -291 | -25.2% | -$27.22万 | 减仓 |
| WMT | WALMART INC | $76.85万 | 0.30% | 6,785 | -3,119 | -31.5% | -$35.33万 | 减仓 |
| GOOGL | ALPHABET INC | $74.69万 | 0.29% | 2,090 | -221 | -9.6% | -$7.90万 | 减仓 |
| V | VISA INC | $74.00万 | 0.29% | 2,157 | -252 | -10.5% | -$8.65万 | 减仓 |
| GOOG | ALPHABET INC | $69.47万 | 0.27% | 1,966 | -501 | -20.3% | -$17.70万 | 减仓 |
| META | META PLATFORMS INC | $68.21万 | 0.27% | 1,211 | 352 | 41.0% | $19.83万 | 加仓 |
| WELL | WELLTOWER INC | $67.02万 | 0.26% | 2,953 | -773 | -20.7% | -$17.54万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $61.87万 | 0.24% | 536 | 47 | 9.6% | $5.43万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $56.12万 | 0.22% | 1,295 | 1,043 | 413.9% | $45.20万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $49.38万 | 0.19% | 647 | -178 | -21.6% | -$13.58万 | 减仓 |
| ASML | ASML HLDG NV | $44.56万 | 0.18% | 224 | 53 | 31.0% | $10.54万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.78万 | 0.17% | 875 | -102 | -10.4% | -$5.10万 | 减仓 |
| GE | GE AEROSPACE | $41.75万 | 0.16% | 1,117 | -199 | -15.1% | -$7.44万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $41.64万 | 0.16% | 1,639 | -564 | -25.6% | -$14.33万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $36.98万 | 0.15% | 720 | -52 | -6.7% | -$2.67万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $36.25万 | 0.14% | 2,134 | 1,393 | 188.0% | $23.66万 | 加仓 |
| NOW | SERVICENOW INC | $35.97万 | 0.14% | 3,623 | 649 | 21.8% | $6.44万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $34.10万 | 0.13% | 256 | -12 | -4.5% | -$1.60万 | 减仓 |
| TSLA | TESLA INC | $33.94万 | 0.13% | 807 | 14 | 1.8% | $5,888 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $33.57万 | 0.13% | 992 | 114 | 13.0% | $3.86万 | 加仓 |
| WM | WASTE MGMT INC DEL | $33.50万 | 0.13% | 1,503 | -131 | -8.0% | -$2.92万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $32.81万 | 0.13% | 6,533 | 535 | 8.9% | $2.69万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $32.68万 | 0.13% | 2,552 | -4 | -0.2% | -$512 | 减仓 |
| PEP | PEPSICO INC | $32.33万 | 0.13% | 2,388 | -533 | -18.2% | -$7.22万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $32.11万 | 0.13% | 3,330 | -4,721 | -58.6% | -$45.53万 | 减仓 |
| TJX | TJX COS INC NEW | $31.47万 | 0.12% | 2,077 | -305 | -12.8% | -$4.62万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $30.97万 | 0.12% | 3,396 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $30.78万 | 0.12% | 1,409 | -76 | -5.1% | -$1.66万 | 减仓 |
| UNP | UNION PAC CORP | $30.55万 | 0.12% | 1,123 | 965 | 610.8% | $26.25万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $29.54万 | 0.12% | 5,840 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $28.88万 | 0.11% | 7,178 | -2,247 | -23.8% | -$9.04万 | 减仓 |
| CSCO | CISCO SYS INC | $28.34万 | 0.11% | 2,413 | 90 | 3.9% | $1.06万 | 加仓 |
| SNPS | SYNOPSYS INC | $27.43万 | 0.11% | 615 | 592 | 2,573.9% | $26.41万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $26.54万 | 0.10% | 192 | -160 | -45.5% | -$22.12万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $26.19万 | 0.10% | 3,568 | 3,568 | — | $26.19万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.27万 | 0.10% | 435 | 134 | 44.5% | $7.78万 | 加仓 |
| AGG | ISHARES TR | $23.01万 | 0.09% | 2,325 | -2,143 | -48.0% | -$21.21万 | 减仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $22.46万 | 0.09% | 6,622 | 2,139 | 47.7% | $7.25万 | 加仓 |
| IJS | ISHARES TR | $19.90万 | 0.08% | 1,456 | 1 | 0.1% | $137 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $19.62万 | 0.08% | 3,848 | -400 | -9.4% | -$2.04万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $18.67万 | 0.07% | 1,475 | -3,903 | -72.6% | -$49.40万 | 减仓 |
| INTU | INTUIT | $17.70万 | 0.07% | 678 | 113 | 20.0% | $2.95万 | 加仓 |
| IEF | ISHARES TR | $17.65万 | 0.07% | 1,866 | 144 | 8.4% | $1.36万 | 加仓 |
| AMAT | APPLIED MATLS INC | $16.99万 | 0.07% | 235 | 47 | 25.0% | $3.40万 | 加仓 |
| INTC | INTEL CORP | $16.83万 | 0.07% | 1,205 | -79 | -6.2% | -$1.10万 | 减仓 |
| TMUS | T-MOBILE US INC | $15.60万 | 0.06% | 930 | -15 | -1.6% | -$2,516 | 减仓 |
| MCD | MCDONALDS CORP | $15.60万 | 0.06% | 577 | 419 | 265.2% | $11.33万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $14.94万 | 0.06% | 2,691 | -2,671 | -49.8% | -$14.82万 | 减仓 |
| CAT | CATERPILLAR INC | $14.59万 | 0.06% | 137 | 17 | 14.2% | $1.81万 | 加仓 |
| HD | HOME DEPOT INC | $14.47万 | 0.06% | 410 | -976 | -70.4% | -$34.44万 | 减仓 |
| MO | ALTRIA GROUP INC | $14.15万 | 0.06% | 1,966 | -156 | -7.4% | -$1.12万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $13.86万 | 0.05% | 811 | 811 | — | $13.86万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $13.51万 | 0.05% | 2,343 | -129 | -5.2% | -$7,438 | 减仓 |
| MRK | MERCK & CO INC | $13.24万 | 0.05% | 1,030 | -97 | -8.6% | -$1.25万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $13.20万 | 0.05% | 1,480 | 3 | 0.2% | $268 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $12.78万 | 0.05% | 2,366 | 35 | 1.5% | $1,891 | 加仓 |
| ABBV | ABBVIE INC | $12.15万 | 0.05% | 483 | -67 | -12.2% | -$1.69万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $11.86万 | 0.05% | 173 | 0 | 0.0% | — | 不变 |
| AVDS | AMERICAN CENTY ETF TR | $11.75万 | 0.05% | 1,561 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $11.65万 | 0.05% | 456 | -414 | -47.6% | -$10.57万 | 减仓 |
| CVX | CHEVRON CORPORATION | $11.51万 | 0.05% | 694 | -54 | -7.2% | -$8,957 | 减仓 |
| — | NEOS ETF TRUST | $11.40万 | 0.05% | 2,042 | 420 | 25.9% | $2.35万 | 加仓 |