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Warwick Investment Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Warwick Investment Management, Inc.
报告期 2026-03-31 · CIK 0001931041
持仓数
137
前50大市值合计
$651.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 100 项
建仓 15
增持 51
减持 31
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
DFUS
DIMENSIONAL ETF TRUST
-$16.7M
0
-100%
增持
XLRE
SELECT SECTOR SPDR TR
+$9.1M
462,940
+112%
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.9M
2,698,140
+6%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
QQQ
INVESCO QQQ TR
+$2.0M
49,002
+1%
建仓
SCHX
SCHWAB STRATEGIC TR
+$1.4M
22,556
增持
AAPL
APPLE INC
+$1.1M
19,737
+11%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.0M
18,291
-47%
减持
VTI
VANGUARD INDEX FDS
-$948.9K
67,652
-8%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$796.8K
48,137
+27%
增持
FBND
FIDELITY MERRIMACK STR TR
+$691.1K
30,987
+100%
增持
NVDA
NVIDIA CORPORATION
+$611.6K
14,817
+998%
增持
VUSB
VANGUARD BD INDEX FDS
+$602.2K
23,337
+109%
减持
SCHD
SCHWAB STRATEGIC TR
-$547.1K
57,202
-8%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$529.4K
158,545
-0%
减持
VB
VANGUARD INDEX FDS
-$520.1K
34,026
-2%
增持
VUG
VANGUARD INDEX FDS
+$407.2K
3,684
+31%
减持
SPY
SPDR S&P 500 ETF TR
+$368.6K
28,734
-2%
建仓
PSX
PHILLIPS 66
+$354.2K
2,509
增持
DFAX
DIMENSIONAL ETF TRUST
+$342.0K
277,276
+5%
建仓
EQIX
EQUINIX INC
+$337.4K
446
建仓
OUNZ
VANECK MERK GOLD TR
+$283.3K
12,615
建仓
CPT
CAMDEN PPTY TR
+$271.1K
2,485
建仓
UNH
UNITEDHEALTH GROUP INC
+$270.4K
531
增持
VOO
VANGUARD INDEX FDS
+$257.3K
7,253
+3%
增持
MSFT
MICROSOFT CORP
+$253.4K
6,350
+3%
建仓
QCOM
QUALCOMM INC
+$244.6K
1,228
建仓
AMGN
AMGEN INC
+$243.9K
780
建仓
DFAI
DIMENSIONAL ETF TRUST
+$237.3K
7,997
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$236.6K
0
-100%
增持
GOOGL
ALPHABET INC
+$236.5K
4,809
+14%
建仓
NEE
NEXTERA ENERGY INC
+$232.0K
3,277
增持
TSLA
TESLA INC
+$225.1K
2,972
+44%
建仓
KO
COCA COLA CO
+$220.9K
3,471
建仓
RTX
RTX CORPORATION
+$216.3K
2,154
建仓
SO
SOUTHERN CO
+$213.1K
2,747
清仓
MA
MASTERCARD INCORPORATED
-$211.9K
0
-100%
增持
GSY
POWERSHARES ACTIVELY MANAGED
+$207.2K
33,161
+14%
建仓
NFLX
NETFLIX INC
+$201.8K
299
减持
VXF
VANGUARD INDEX FDS
-$198.0K
26,737
-1%
增持
AMZN
AMAZON COM INC
+$173.7K
8,482
+4%
增持
VTV
VANGUARD INDEX FDS
-$155.6K
165,065
+1%
减持
VXUS
VANGUARD STAR FDS
-$145.9K
86,315
-3%
增持
AVGO
BROADCOM INC
+$138.4K
281
+19%
增持
LLY
ELI LILLY & CO
+$127.0K
539
+16%
减持
VV
VANGUARD INDEX FDS
+$119.0K
14,286
-1%
增持
BIV
VANGUARD BD INDEX FDS
+$112.5K
59,365
+3%
增持
MMM
3M CO
+$106.7K
3,481
+48%
增持
VNQ
VANGUARD INDEX FDS
-$100.3K
40,566
+0%
减持
LQD
ISHARES TR
-$92.4K
28,094
-1%
增持
GOOG
ALPHABET INC
+$89.8K
2,637
+2%
增持
CCI
CROWN CASTLE INC
-$89.4K
15,683
+2%
减持
PEP
PEPSICO INC
-$78.9K
2,552
-11%
减持
EFA
ISHARES TR
-$78.4K
37,181
-1%
减持
COP
CONOCOPHILLIPS
-$77.2K
5,906
-0%
增持
—
EXXON MOBIL CORP
+$75.6K
24,331
+4%
增持
DFUV
DIMENSIONAL ETF TRUST
-$72.9K
50,438
+0%
减持
SCHA
SCHWAB STRATEGIC TR
-$72.2K
22,696
-3%
增持
VTR
VENTAS INC
+$67.5K
5,264
+13%
减持
UNP
UNION PAC CORP
-$64.6K
1,273
-11%
增持
MRK
MERCK & CO INC
+$64.1K
4,325
+21%
增持
AMAT
APPLIED MATLS INC
+$63.1K
1,323
+10%
减持
JNJ
JOHNSON & JOHNSON
-$62.1K
2,882
-6%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$61.0K
63,923
-0%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$58.2K
12,802
-1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$57.7K
20,597
+5%
增持
META
META PLATFORMS INC
+$57.4K
1,467
+4%
减持
DE
DEERE & CO
-$57.1K
712
-10%
增持
AVB
AVALONBAY CMNTYS INC
+$56.0K
1,407
+11%
增持
PG
PROCTER AND GAMBLE CO
+$54.2K
2,372
+14%
增持
JPM
JPMORGAN CHASE & CO.
+$53.8K
3,048
+9%
减持
DLR
DIGITAL RLTY TR INC
-$53.3K
1,387
-24%
减持
WFC
WELLS FARGO CO NEW
-$52.5K
3,989
-20%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$51.0K
3,196
+1%
增持
FFIN
FIRST FINL BANKSHARES INC
-$50.8K
15,965
+0%
减持
SCHF
SCHWAB STRATEGIC TR
-$45.2K
34,448
-2%
增持
DFAT
DIMENSIONAL ETF TRUST
-$37.0K
15,846
+0%
减持
MPC
MARATHON PETE CORP
-$35.8K
1,263
-0%
减持
COST
COSTCO WHSL CORP NEW
+$32.4K
280
-0%
减持
IEMG
ISHARES INC
+$32.4K
19,727
-1%
减持
WMT
WALMART INC
-$31.8K
7,283
-17%
增持
BAC
BANK AMERICA CORP
+$31.3K
8,623
+5%
增持
IWD
ISHARES TR
-$29.6K
6,523
+0%
减持
VBR
VANGUARD INDEX FDS
-$28.3K
1,284
-6%
增持
CAT
CATERPILLAR INC
-$26.1K
1,113
+3%
建仓
MVIS
MICROVISION INC DEL
+$26.1K
24,622
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$25.5K
14,809
-1%
减持
WELL
WELLTOWER INC
-$24.5K
2,137
-19%
增持
VO
VANGUARD INDEX FDS
+$23.5K
2,601
+7%
增持
HD
HOME DEPOT INC
-$20.5K
992
+5%
增持
XEL
XCEL ENERGY INC
+$16.4K
4,711
+8%
增持
CVX
CHEVRON CORP NEW
+$16.1K
2,996
+4%
增持
ABBV
ABBVIE INC
-$15.4K
1,836
+1%
增持
CFR
CULLEN FROST BANKERS INC
-$14.2K
2,080
+4%
减持
SCHE
SCHWAB STRATEGIC TR
+$8.6K
9,244
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.0K
1,857
+4%
增持
V
VISA INC
+$5.8K
959
+9%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$4.3K
741
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.2K
3,986
+1%
减持
IVV
ISHARES TR
-$526
736
-4%
增持
BND
VANGUARD BD INDEX FDS
-$445
3,486
+1%
