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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 148 项
建仓 34
增持 81
减持 30
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
SCHK
SCHWAB STRATEGIC TR
-$9.5M
3,499,310
-14%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$8.4M
148,849
+2389%
增持
VUG
VANGUARD INDEX FDS
+$7.6M
31,010
+87%
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
VTC
VANGUARD SCOTTSDALE FDS
+$6.7M
90,685
+1770%
减持
DFAC
DIMENSIONAL ETF TRUST
+$4.8M
2,444,177
-2%
增持
VTV
VANGUARD INDEX FDS
+$4.3M
263,456
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.6M
155,315
+56%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$2.4M
47,262
+74%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$2.0M
43,540
+444%
增持
QQQ
INVESCO QQQ TR
+$1.8M
37,147
+0%
增持
AAPL
APPLE INC
+$1.6M
26,359
+6%
减持
VIOO
VANGUARD ADMIRAL FDS INC
+$1.4M
163,818
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
-$1.3M
255,026
-14%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
25,255
+17%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
49,405
+75%
减持
VTI
VANGUARD INDEX FDS
+$886.5K
48,539
-2%
清仓
DFAU
DIMENSIONAL ETF TRUST
-$873.5K
0
-100%
增持
GOOGL
ALPHABET INC
+$761.7K
7,105
+30%
减持
SPY
SPDR S&P 500 ETF TR
+$664.0K
15,568
-1%
增持
—
EXXON MOBIL CORP
+$651.2K
30,963
+18%
建仓
VTR
VENTAS INC
+$641.4K
9,164
增持
MSFT
MICROSOFT CORP
+$589.9K
8,289
+11%
建仓
AMT
AMERICAN TOWER CORP NEW
+$512.7K
2,666
增持
EQIX
EQUINIX INC
+$506.0K
907
+253%
增持
VV
VANGUARD INDEX FDS
+$499.5K
16,489
+3%
建仓
DLR
DIGITAL RLTY TR INC
+$497.4K
2,877
建仓
WELL
WELLTOWER INC
+$493.4K
2,770
增持
OUNZ
VANECK MERK GOLD ETF
+$466.4K
58,556
+9%
减持
VB
VANGUARD INDEX FDS
+$463.7K
29,948
-1%
增持
PLD
PROLOGIS INC.
+$454.6K
5,799
+191%
减持
DFAX
DIMENSIONAL ETF TRUST
+$446.2K
231,704
-0%
增持
TSLA
TESLA INC
+$427.4K
2,839
+8%
增持
FBND
FIDELITY MERRIMACK STR TR
+$426.4K
74,814
+13%
建仓
AVB
AVALONBAY CMNTYS INC
+$423.2K
2,191
减持
VXF
VANGUARD INDEX FDS
+$420.9K
25,768
-0%
建仓
CPT
CAMDEN PPTY TR
+$415.8K
3,894
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$407.1K
66,886
+8%
增持
AVGO
BROADCOM INC
+$403.0K
4,872
+12%
增持
XLE
SELECT SECTOR SPDR TR
+$398.4K
79,904
+1%
增持
VUSB
VANGUARD BD INDEX FDS
+$383.1K
57,748
+15%
建仓
HR
HEALTHCARE RLTY TR
+$371.8K
20,623
减持
XLRE
SELECT SECTOR SPDR TR
-$369.7K
451,508
-4%
建仓
PSA
PUBLIC STORAGE OPER CO
+$364.8K
1,263
建仓
REXR
REXFORD INDL RLTY INC
+$355.9K
8,657
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$354.1K
8,429
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$329.3K
1,703
建仓
SUI
SUN CMNTYS INC
+$320.3K
2,483
减持
VOO
VANGUARD INDEX FDS
+$319.0K
7,514
-0%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$313.5K
1,938
建仓
BRX
BRIXMOR PPTY GROUP INC
+$312.9K
11,303
建仓
AMH
AMERICAN HOMES 4 RENT
+$293.1K
8,815
建仓
APH
AMPHENOL CORP NEW
+$277.6K
2,243
减持
VXUS
VANGUARD STAR FDS
+$275.1K
69,031
-1%
建仓
INVH
INVITATION HOMES INC
+$270.0K
9,206
建仓
COF
CAPITAL ONE FINL CORP
+$242.0K
1,138
建仓
ANET
ARISTA NETWORKS INC
+$239.1K
1,641
建仓
URI
UNITED RENTALS INC
+$229.1K
240
清仓
SAIL
SAILPOINT INC
-$228.6K
0
-100%
建仓
C
CITIGROUP INC
+$226.7K
2,233
建仓
AXP
AMERICAN EXPRESS CO
+$224.5K
676
建仓
HIW
HIGHWOODS PPTYS INC
+$222.9K
7,005
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$220.2K
454
清仓
HON
HONEYWELL INTL INC
-$216.8K
0
-100%
建仓
T
AT&T INC
+$216.1K
7,651
建仓
VICI
VICI PPTYS INC
+$214.4K
6,575
建仓
VZ
VERIZON COMMUNICATIONS INC
+$211.6K
4,815
建仓
UBER
UBER TECHNOLOGIES INC
+$211.5K
2,159
建仓
—
SILA REALTY TRUST INC
+$210.9K
8,403
增持
JNJ
JOHNSON & JOHNSON
+$204.7K
4,162
+12%
建仓
BXP
BXP INC
+$204.5K
2,751
建仓
BX
BLACKSTONE INC
+$203.3K
1,190
建仓
NOW
SERVICENOW INC
+$202.5K
220
建仓
MO
ALTRIA GROUP INC
+$202.4K
3,064
增持
ORCL
ORACLE CORP
+$197.3K
1,863
+25%
增持
AMZN
AMAZON COM INC
+$195.6K
11,688
+8%
增持
JPM
JPMORGAN CHASE & CO.
+$190.5K
3,835
+9%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$180.0K
28,315
+31%
增持
SCHA
SCHWAB STRATEGIC TR
+$170.5K
63,943
+0%
增持
ABBV
ABBVIE INC
+$169.9K
2,403
+15%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$159.4K
2,666
+11%
增持
SCHD
SCHWAB STRATEGIC TR
+$158.8K
136,333
+1%
增持
CAT
CATERPILLAR INC
+$141.3K
1,235
+7%
减持
GOOG
ALPHABET INC
+$136.5K
3,420
-13%
增持
META
META PLATFORMS INC
+$135.9K
2,164
+10%
增持
DFUV
DIMENSIONAL ETF TRUST
+$133.8K
51,542
+0%
增持
VHT
VANGUARD WORLD FD
+$130.2K
1,371
+51%
增持
FFIN
FIRST FINL BANKSHARES INC
-$127.8K
56,187
+0%
建仓
WSR
WHITESTONE REIT
+$123.0K
10,016
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$116.2K
2,410
+7%
增持
HD
HOME DEPOT INC
+$115.3K
1,441
+13%
减持
IEMG
ISHARES INC
+$112.8K
19,270
-0%
增持
VO
VANGUARD INDEX FDS
+$108.9K
3,039
+8%
增持
VNQ
VANGUARD INDEX FDS
+$105.7K
44,314
+0%
增持
BAC
BANK AMERICA CORP
+$105.1K
11,762
+11%
增持
CVX
CHEVRON CORP NEW
+$98.3K
3,306
+14%
增持
RTX
RTX CORPORATION
+$88.4K
2,611
+9%
增持
MA
MASTERCARD INCORPORATED
+$85.1K
775
+22%
减持
SCHF
SCHWAB STRATEGIC TR
+$79.4K
80,293
-1%
增持
PEP
PEPSICO INC
+$74.5K
2,406
+21%
增持
IVV
ISHARES TR
+$74.5K
1,513
+0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$72.8K
16,162
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$72.4K
880
+19%
增持
XEL
XCEL ENERGY INC
+$71.9K
4,970
+3%
增持
GEV
GE VERNOVA INC
+$67.9K
446
+14%
增持
WMT
WALMART INC
+$65.1K
7,993
+3%
减持
DFAS
DIMENSIONAL ETF TRUST
+$64.8K
18,110
-2%
增持
IWD
ISHARES TR
+$63.2K
6,474
+0%
增持
MS
MORGAN STANLEY
+$63.1K
1,830
+13%
增持
WFC
WELLS FARGO CO NEW
+$62.2K
4,968
+12%
增持
MRK
MERCK & CO INC
+$59.7K
4,907
+10%
减持
DE
DEERE & CO
-$54.2K
761
-4%
增持
COST
COSTCO WHSL CORP NEW
+$53.1K
468
+22%
增持
MPC
MARATHON PETE CORP
+$48.7K
1,436
+5%
增持
PG
PROCTER AND GAMBLE CO
+$41.3K
3,017
+14%
增持
LQD
ISHARES TR
+$41.2K
14,499
+1%
减持
PSX
PHILLIPS 66
+$40.3K
2,534
-1%
增持
NFLX
NETFLIX INC
+$39.1K
476
+20%
增持
NEE
NEXTERA ENERGY INC
+$38.8K
3,795
+6%
减持
SCHE
SCHWAB STRATEGIC TR
+$37.2K
11,817
-0%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$35.6K
41,521
+2%
增持
COP
CONOCOPHILLIPS
+$35.5K
7,068
+0%
减持
GE
GE AEROSPACE
-$35.2K
1,568
-20%
增持
GS
GOLDMAN SACHS GROUP INC
+$33.6K
355
+1%
增持
AMAT
APPLIED MATLS INC
+$31.3K
1,411
+0%
减持
BIV
VANGUARD BD INDEX FDS
+$27.1K
44,261
-0%
增持
SO
SOUTHERN CO
+$27.0K
3,477
+6%
减持
IWS
ISHARES TR
-$23.7K
7,525
-7%
增持
KO
COCA COLA CO
+$20.9K
5,427
+13%
增持
SCHB
SCHWAB STRATEGIC TR
+$20.8K
10,690
+0%
增持
MCD
MCDONALDS CORP
+$18.5K
783
+4%
减持
ABT
ABBOTT LABS
-$17.4K
1,570
-6%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$17.3K
728
+0%
减持
BND
VANGUARD BD INDEX FDS
-$16.8K
4,130
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$14.7K
3,520
+3%
增持
BA
BOEING CO
+$14.6K
1,224
+3%
增持
LLY
ELI LILLY & CO
+$14.4K
732
+5%
减持
DFAI
DIMENSIONAL ETF TRUST
-$12.7K
7,418
-9%
减持
CFR
CULLEN FROST BANKERS INC
-$10.9K
2,023
-3%
减持
MMM
3M CO
+$10.4K
3,599
-0%
增持
SPGI
S&P GLOBAL INC
-$10.0K
459
+4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$9.4K
4,406
+1%
增持
V
VISA INC
-$8.5K
1,505
+2%
减持
QCOM
QUALCOMM INC
+$7.9K
1,453
-1%
增持
—
LINDE PLC
+$6.5K
540
+1%
减持
CSCO
CISCO SYS INC
-$6.0K
3,617
-1%
增持
MVIS
MICROVISION INC DEL
+$4.1K
29,622
+3%
增持
PM
PHILIP MORRIS INTL INC
+$4.0K
2,231
+14%
减持
AMGN
AMGEN INC
+$1.7K
902
-0%
