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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 124 项
建仓 21
增持 53
减持 40
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SCHK
SCHWAB STRATEGIC TR
+$12.0M
4,087,699
+0%
减持
DFAC
DIMENSIONAL ETF TRUST
+$6.5M
2,496,805
-1%
清仓
VONE
VANGUARD SCOTTSDALE FDS
-$4.0M
0
-100%
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
QQQ
INVESCO QQQ TR
+$2.4M
37,077
-4%
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$2.1M
40,888
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.0M
295,718
+0%
增持
VUG
VANGUARD INDEX FDS
+$1.9M
16,571
+15%
增持
VTV
VANGUARD INDEX FDS
+$1.6M
253,652
+1%
增持
FFIN
FIRST FINL BANKSHARES INC
+$1.4M
56,102
+249%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
21,565
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
99,665
+13%
增持
MSFT
MICROSOFT CORP
+$995.1K
7,445
+3%
减持
SCHD
SCHWAB STRATEGIC TR
-$917.6K
134,456
-16%
减持
BIV
VANGUARD BD INDEX FDS
-$784.8K
44,340
-19%
清仓
NVR
NVR INC
-$691.0K
0
-100%
减持
LQD
ISHARES TR
-$665.8K
14,369
-30%
增持
XLE
SELECT SECTOR SPDR TR
-$645.7K
79,475
+1%
减持
AAPL
APPLE INC
-$642.6K
24,808
-4%
减持
VIOO
VANGUARD ADMIRAL FDS INC
+$616.6K
165,410
-1%
增持
AVGO
BROADCOM INC
+$582.0K
4,369
+18%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$514.5K
27,167
+15%
建仓
GE
GE AEROSPACE
+$506.9K
1,970
减持
VTI
VANGUARD INDEX FDS
-$500.1K
49,494
-12%
减持
VXUS
VANGUARD STAR FDS
-$478.0K
69,416
-18%
增持
IVV
ISHARES TR
+$453.9K
1,512
+75%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$449.4K
8,008
减持
VV
VANGUARD INDEX FDS
+$421.9K
16,042
-1%
增持
VOO
VANGUARD INDEX FDS
+$409.6K
7,539
+0%
增持
AMZN
AMAZON COM INC
+$407.6K
10,806
+5%
增持
SCHA
SCHWAB STRATEGIC TR
+$375.5K
63,775
+21%
建仓
VTC
VANGUARD SCOTTSDALE FDS
+$375.0K
4,849
清仓
VTR
VENTAS INC
-$365.1K
0
-100%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$351.6K
5,981
减持
DFAX
DIMENSIONAL ETF TRUST
+$348.8K
232,369
-6%
建仓
XEL
XCEL ENERGY INC
+$328.9K
4,830
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$326.9K
2,398
建仓
ORCL
ORACLE CORP
+$326.6K
1,494
增持
FBND
FIDELITY MERRIMACK STR TR
+$316.5K
66,294
+11%
清仓
AMT
AMERICAN TOWER CORP NEW
-$315.5K
0
-100%
清仓
WELL
WELLTOWER INC
-$307.2K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$281.7K
28,293
+15%
减持
XLRE
SELECT SECTOR SPDR TR
-$280.5K
468,173
-0%
清仓
AVB
AVALONBAY CMNTYS INC
-$279.2K
0
-100%
清仓
CPT
CAMDEN PPTY TR
-$278.4K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$257.6K
1,407
建仓
SCHB
SCHWAB STRATEGIC TR
+$254.0K
10,661
建仓
BA
BOEING CO
+$249.6K
1,191
建仓
GS
GOLDMAN SACHS GROUP INC
+$249.1K
352
减持
VB
VANGUARD INDEX FDS
-$246.6K
30,178
-10%
建仓
QCOM
QUALCOMM INC
+$233.9K
1,468
增持
TSLA
TESLA INC
+$232.6K
2,629
+13%
增持
—
EXXON MOBIL CORP
-$229.2K
26,344
+2%
建仓
SAIL
SAILPOINT INC
+$228.6K
10,000
建仓
MPC
MARATHON PETE CORP
+$228.1K
1,373
建仓
MS
MORGAN STANLEY
+$227.8K
1,617
减持
SPY
SPDR S&P 500 ETF TR
-$227.7K
15,711
-12%
增持
VUSB
VANGUARD BD INDEX FDS
+$227.0K
50,216
+10%
建仓
HON
HONEYWELL INTL INC
+$216.8K
931
建仓
DCOR
DIMENSIONAL ETF TRUST
+$214.9K
3,214
建仓
PLD
PROLOGIS INC.
+$209.5K
1,993
建仓
GEV
GE VERNOVA INC
+$206.4K
390
清仓
VBR
VANGUARD INDEX FDS
-$203.1K
0
-100%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$202.8K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$202.0K
0
-100%
增持
BAC
BANK AMERICA CORP
+$180.9K
10,602
+38%
增持
OUNZ
VANECK MERK GOLD ETF
+$178.3K
53,661
+6%
减持
SCHF
SCHWAB STRATEGIC TR
+$176.1K
80,987
-1%
增持
NFLX
NETFLIX INC
+$173.5K
397
+3%
减持
EQIX
EQUINIX INC
-$169.8K
257
-44%
增持
JPM
JPMORGAN CHASE & CO.
+$165.8K
3,516
+1%
减持
VXF
VANGUARD INDEX FDS
+$163.1K
25,808
-8%
增持
GOOG
ALPHABET INC
+$152.6K
3,926
+13%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$151.8K
3,419
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$145.4K
2,255
-3%
增持
GOOGL
ALPHABET INC
+$143.0K
5,479
+3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$142.1K
62,127
-3%
减持
ABBV
ABBVIE INC
-$99.4K
2,082
-10%
减持
CVX
CHEVRON CORP NEW
-$92.3K
2,899
-4%
增持
COP
CONOCOPHILLIPS
-$90.0K
7,055
+2%
减持
PG
PROCTER AND GAMBLE CO
-$82.5K
2,651
-10%
增持
DFAU
DIMENSIONAL ETF TRUST
+$81.0K
20,620
+0%
增持
UNH
UNITEDHEALTH GROUP INC
-$78.6K
742
+25%
增持
HD
HOME DEPOT INC
+$76.0K
1,278
+19%
增持
DFAS
DIMENSIONAL ETF TRUST
+$75.5K
18,443
+0%
增持
PM
PHILIP MORRIS INTL INC
+$71.8K
1,965
+9%
增持
BND
VANGUARD BD INDEX FDS
+$71.0K
4,400
+28%
增持
VO
VANGUARD INDEX FDS
+$66.4K
2,801
+1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$64.8K
51,314
+0%
减持
CAT
CATERPILLAR INC
+$63.1K
1,154
-1%
增持
IWS
ISHARES TR
+$56.7K
8,133
+1%
减持
JNJ
JOHNSON & JOHNSON
-$54.4K
3,712
-1%
增持
IWD
ISHARES TR
+$46.9K
6,461
+1%
减持
AMGN
AMGEN INC
-$44.7K
906
-5%
增持
DFAT
DIMENSIONAL ETF TRUST
+$43.5K
16,086
+0%
增持
KO
COCA COLA CO
+$39.2K
4,792
+14%
增持
RTX
RTX CORPORATION
+$38.4K
2,387
+2%
建仓
MVIS
MICROVISION INC DEL
+$32.6K
28,622
减持
WFC
WELLS FARGO CO NEW
-$31.1K
4,421
-18%
增持
PEP
PEPSICO INC
+$30.3K
1,995
+28%
减持
PSX
PHILLIPS 66
-$29.8K
2,551
-6%
增持
DFAI
DIMENSIONAL ETF TRUST
+$29.7K
8,167
+1%
减持
DE
DEERE & CO
+$28.6K
791
-1%
减持
SCHE
SCHWAB STRATEGIC TR
+$27.1K
11,848
-1%
减持
SPGI
S&P GLOBAL INC
-$24.9K
443
-13%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$24.3K
4,356
+6%
减持
MA
MASTERCARD INCORPORATED
-$24.1K
633
-9%
增持
MMM
3M CO
+$23.3K
3,600
+1%
减持
IEMG
ISHARES INC
+$23.3K
19,281
-8%
增持
VNQ
VANGUARD INDEX FDS
-$21.8K
44,302
+1%
增持
SO
SOUTHERN CO
+$19.9K
3,294
+7%
减持
UNP
UNION PAC CORP
-$17.8K
1,244
-3%
增持
—
LINDE PLC
+$16.9K
533
+7%
增持
V
VISA INC
+$16.2K
1,471
+2%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$15.5K
726
+0%
减持
DVY
ISHARES TR
-$13.1K
4,851
-1%
减持
NEE
NEXTERA ENERGY INC
-$12.9K
3,567
-3%
增持
LLY
ELI LILLY & CO
-$11.7K
698
+4%
增持
ABT
ABBOTT LABS
+$11.2K
1,674
+3%
增持
MRK
MERCK & CO INC
+$5.5K
4,448
+15%
减持
CSCO
CISCO SYS INC
-$4.9K
3,653
-13%
减持
WMT
WALMART INC
+$2.9K
7,759
-10%
减持
CFR
CULLEN FROST BANKERS INC
+$2.7K
2,080
-2%
增持
MCD
MCDONALDS CORP
-$1.4K
751
+6%
减持
COST
COSTCO WHSL CORP NEW
+$1.1K
384
-4%
