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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 102 项
建仓 16
增持 38
减持 33
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
VTV
VANGUARD INDEX FDS
+$38.8M
228,955
建仓
DFUS
DIMENSIONAL ETF TRUST
+$18.8M
295,166
增持
SCHK
SCHWAB STRATEGIC TR
+$8.2M
4,387,948
+109%
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。
减持
SPY
SPDR S&P 500 ETF TR
-$6.1M
17,670
-39%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$4.5M
58,135
减持
QQQ
INVESCO QQQ TR
-$4.5M
38,173
-22%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$4.2M
15,575
减持
DFAC
DIMENSIONAL ETF TRUST
-$3.4M
2,564,113
-4%
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$2.4M
47,160
减持
VTI
VANGUARD INDEX FDS
-$2.3M
58,907
-14%
增持
VUG
VANGUARD INDEX FDS
+$2.2M
9,905
+101%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$2.1M
50,871
增持
XLRE
SELECT SECTOR SPDR TR
-$1.8M
468,728
+0%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$1.7M
38,442
建仓
VGT
VANGUARD WORLD FD
+$1.1M
1,837
减持
LQD
ISHARES TR
-$764.4K
22,639
-20%
减持
DFAX
DIMENSIONAL ETF TRUST
-$762.5K
270,846
-2%
建仓
IVV
ISHARES TR
+$507.7K
863
清仓
EQIX
EQUINIX INC
-$415.4K
0
-100%
减持
AAPL
APPLE INC
+$393.8K
23,321
-0%
增持
VXF
VANGUARD INDEX FDS
+$351.3K
27,421
+3%
清仓
VTR
VENTAS INC
-$345.4K
0
-100%
增持
AMZN
AMAZON COM INC
+$337.7K
8,829
+3%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$328.4K
4,091
建仓
XEL
XCEL ENERGY INC
+$323.1K
4,785
清仓
CPT
CAMDEN PPTY TR
-$317.5K
0
-100%
清仓
AVB
AVALONBAY CMNTYS INC
-$317.4K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$310.9K
0
-100%
增持
—
EXXON MOBIL CORP
+$309.9K
29,985
+21%
增持
NVDA
NVIDIA CORPORATION
+$309.4K
15,877
+6%
增持
VXUS
VANGUARD STAR FDS
-$308.3K
90,301
+4%
减持
MSFT
MICROSOFT CORP
-$286.3K
6,086
-8%
清仓
WELL
WELLTOWER INC
-$276.0K
0
-100%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$271.5K
16,730
+18%
增持
TSLA
TESLA INC
+$260.0K
1,747
+3%
清仓
AMAT
APPLIED MATLS INC
-$256.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$247.9K
1,947
-21%
建仓
BND
VANGUARD BD INDEX FDS
+$247.5K
3,442
清仓
AMT
AMERICAN TOWER CORP NEW
-$241.6K
0
-100%
增持
AVGO
BROADCOM INC
+$235.8K
3,174
+9%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$235.7K
8,070
建仓
SO
SOUTHERN CO
+$233.9K
2,841
增持
VIOO
VANGUARD ADMIRAL FDS INC
-$232.6K
175,803
+1%
清仓
DLR
DIGITAL RLTY TR INC
-$225.4K
0
-100%
清仓
BX
BLACKSTONE INC
-$221.0K
0
-100%
清仓
PEP
PEPSICO INC
-$220.8K
0
-100%
建仓
VBR
VANGUARD INDEX FDS
+$216.0K
1,090
清仓
MPC
MARATHON PETE CORP
-$211.8K
0
-100%
清仓
EXR
EXTRA SPACE STORAGE INC
-$202.2K
0
-100%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$200.3K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
-$199.6K
170,461
+197%
清仓
NMRK
NEWMARK GROUP INC
-$195.6K
0
-100%
增持
VUSB
VANGUARD BD INDEX FDS
+$162.5K
30,784
+13%
减持
MRK
MERCK & CO INC
-$149.8K
3,699
-19%
增持
GOOGL
ALPHABET INC
+$143.8K
4,753
+4%
减持
JNJ
JOHNSON & JOHNSON
-$140.4K
2,623
-18%
增持
XLE
SELECT SECTOR SPDR TR
-$130.2K
78,648
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$102.5K
72,033
+7%
增持
OUNZ
VANECK MERK GOLD ETF
+$101.1K
54,436
+8%
增持
BIV
VANGUARD BD INDEX FDS
-$89.3K
61,347
+3%
减持
LLY
ELI LILLY & CO
-$88.6K
513
-6%
减持
JPM
JPMORGAN CHASE & CO.
+$83.1K
3,103
-1%
减持
VV
VANGUARD INDEX FDS
+$78.6K
14,239
-0%
增持
WFC
WELLS FARGO CO NEW
+$72.3K
5,105
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$70.2K
19,379
+18%
减持
PSX
PHILLIPS 66
-$69.4K
2,461
-8%
增持
SCHF
SCHWAB STRATEGIC TR
-$65.7K
74,912
+112%
减持
UNH
UNITEDHEALTH GROUP INC
-$64.6K
568
-6%
增持
NFLX
NETFLIX INC
+$61.3K
298
+3%
减持
NEE
NEXTERA ENERGY INC
-$49.7K
3,258
-3%
增持
AMGN
AMGEN INC
-$48.0K
784
+0%
减持
GOOG
ALPHABET INC
+$47.3K
2,517
-3%
增持
V
VISA INC
+$45.8K
987
+2%
减持
WMT
WALMART INC
+$45.1K
7,827
-5%
减持
VOO
VANGUARD INDEX FDS
+$39.3K
7,176
-1%
减持
KO
COCA COLA CO
-$39.0K
3,514
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$38.1K
67,668
+200%
建仓
MVIS
MICROVISION INC DEL
+$37.5K
28,622
减持
VB
VANGUARD INDEX FDS
-$36.0K
33,478
-2%
减持
UNP
UNION PAC CORP
-$35.9K
1,117
-5%
减持
PG
PROCTER AND GAMBLE CO
-$34.2K
2,222
-5%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$32.1K
21,615
+28%
减持
BAC
BANK AMERICA CORP
+$31.7K
8,565
-1%
增持
CAT
CATERPILLAR INC
-$31.5K
1,137
+0%
减持
IWS
ISHARES TR
-$28.9K
8,081
-1%
增持
ABBV
ABBVIE INC
-$27.8K
1,924
+3%
增持
COP
CONOCOPHILLIPS
+$25.3K
6,403
+11%
减持
HD
HOME DEPOT INC
-$23.9K
1,017
-2%
增持
IEMG
ISHARES INC
+$23.7K
22,334
+12%
增持
SCHE
SCHWAB STRATEGIC TR
-$16.9K
9,567
+3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$16.8K
20,610
+0%
减持
DE
DEERE & CO
-$16.1K
741
-6%
减持
RTX
RTX CORPORATION
-$13.3K
2,167
-1%
增持
COST
COSTCO WHSL CORP NEW
+$11.6K
329
+1%
减持
MA
MASTERCARD INCORPORATED
+$9.6K
460
-2%
减持
SPGI
S&P GLOBAL INC
-$8.6K
413
-0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$6.7K
18,370
+0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$5.8K
724
-2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.8K
15,963
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$2.4K
46,221
+100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.2K
3,182
+0%
减持
VO
VANGUARD INDEX FDS
+$512
2,586
-0%
