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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 10
增持 77
减持 49
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$14.9M
403,239
+171%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$11.1M
234,347
+158%
增持
VTV
VANGUARD INDEX FDS
+$9.8M
308,508
+17%
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
DFAC
DIMENSIONAL ETF TRUST
+$8.9M
2,606,340
+7%
增持
VUG
VANGUARD INDEX FDS
+$8.2M
47,204
+52%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.4M
219,468
+41%
增持
QQQ
INVESCO QQQ TR
+$3.9M
42,638
+15%
增持
SCHK
SCHWAB STRATEGIC TR
+$2.5M
3,502,454
+0%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$2.5M
185,322
+13%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$2.4M
68,321
+45%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$2.2M
84,468
+94%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.4M
75,535
+53%
减持
—
EXXON MOBIL CORP
-$696.7K
23,220
-25%
增持
AAPL
APPLE INC
+$648.7K
27,074
+3%
增持
XLRE
SELECT SECTOR SPDR TR
-$601.6K
456,517
+1%
增持
GOOGL
ALPHABET INC
+$547.3K
7,267
+2%
增持
CVX
CHEVRON CORP NEW
+$471.6K
6,463
+95%
增持
DFUS
DIMENSIONAL ETF TRUST
+$460.3K
255,284
+0%
清仓
PSLV
SPROTT ASSET MANAGEMENT LP
-$444.5K
0
-100%
增持
LLY
ELI LILLY & CO
+$341.0K
837
+14%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$322.8K
63,005
-6%
减持
OUNZ
VANECK MERK GOLD ETF
-$322.5K
44,725
-24%
减持
SPY
SPDR S&P 500 ETF TR
-$313.6K
14,749
-5%
建仓
MU
MICRON TECHNOLOGY INC
+$266.6K
934
清仓
—
LINDE PLC
-$256.5K
0
-100%
建仓
GM
GENERAL MTRS CO
+$231.9K
2,852
清仓
URI
UNITED RENTALS INC
-$229.1K
0
-100%
建仓
CRM
SALESFORCE INC
+$223.8K
845
清仓
HIW
HIGHWOODS PPTYS INC
-$222.9K
0
-100%
建仓
SDY
SPDR SERIES TRUST
+$220.3K
1,583
减持
DFAX
DIMENSIONAL ETF TRUST
+$217.8K
228,801
-1%
减持
FBND
FIDELITY MERRIMACK STR TR
-$217.0K
70,425
-6%
清仓
T
AT&T INC
-$216.1K
0
-100%
清仓
VICI
VICI PPTYS INC
-$214.4K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$211.6K
0
-100%
增持
MSFT
MICROSOFT CORP
-$211.6K
8,440
+2%
清仓
UBER
UBER TECHNOLOGIES INC
-$211.5K
0
-100%
清仓
—
SILA REALTY TRUST INC
-$210.9K
0
-100%
增持
FFIN
FIRST FINL BANKSHARES INC
-$210.9K
56,238
+0%
清仓
ABT
ABBOTT LABS
-$210.3K
0
-100%
增持
AMZN
AMAZON COM INC
+$207.4K
12,017
+3%
建仓
VLO
VALERO ENERGY CORP
+$207.4K
1,274
建仓
ISRG
INTUITIVE SURGICAL INC
+$205.6K
363
减持
VNQ
VANGUARD INDEX FDS
-$205.4K
43,460
-2%
建仓
PH
PARKER-HANNIFIN CORP
+$204.8K
233
清仓
BXP
BXP INC
-$204.5K
0
-100%
清仓
NOW
SERVICENOW INC
-$202.5K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$202.4K
0
-100%
建仓
IGEB
ISHARES TR
+$201.9K
4,421
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$201.1K
3,728
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$200.2K
11,537
增持
VB
VANGUARD INDEX FDS
+$196.5K
30,284
+1%
增持
VXF
VANGUARD INDEX FDS
+$190.8K
26,708
+4%
减持
ORCL
ORACLE CORP
-$179.3K
1,768
-5%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$176.6K
37,993
-8%
减持
META
META PLATFORMS INC
-$166.7K
2,155
-0%
减持
BIV
VANGUARD BD INDEX FDS
-$162.8K
42,290
-4%
增持
NFLX
NETFLIX INC
-$154.4K
4,440
+833%
增持
SCHF
SCHWAB STRATEGIC TR
+$135.2K
83,377
+4%
减持
VUSB
VANGUARD BD INDEX FDS
-$131.4K
55,292
-4%
减持
HD
HOME DEPOT INC
-$129.9K
1,319
-8%
增持
CAT
CATERPILLAR INC
+$125.1K
1,247
+1%
清仓
WSR
WHITESTONE REIT
-$123.0K
0
-100%
增持
MRK
MERCK & CO INC
+$122.7K
5,078
+3%
增持
WMT
WALMART INC
+$112.1K
8,400
+5%
增持
VGT
VANGUARD WORLD FD
+$111.9K
1,968
+7%
增持
XLE
SELECT SECTOR SPDR TR
+$109.3K
162,110
+103%
增持
JNJ
JOHNSON & JOHNSON
+$107.4K
4,249
+2%
增持
DFUV
DIMENSIONAL ETF TRUST
+$106.4K
51,723
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$103.8K
1,949
+1%
增持
TSLA
TESLA INC
+$101.4K
3,033
+7%
增持
PLD
PROLOGIS INC.
+$97.8K
5,968
+3%
增持
AVGO
BROADCOM INC
+$95.1K
4,919
+1%
增持
WELL
WELLTOWER INC
+$92.2K
3,155
+14%
减持
COST
COSTCO WHSL CORP NEW
-$90.8K
397
-15%
减持
VOO
VANGUARD INDEX FDS
-$89.8K
7,194
-4%
减持
VV
VANGUARD INDEX FDS
+$87.4K
16,403
-1%
增持
AMAT
APPLIED MATLS INC
+$86.3K
1,460
+3%
增持
NEE
NEXTERA ENERGY INC
+$85.7K
4,636
+22%
减持
AMT
AMERICAN TOWER CORP NEW
-$84.3K
2,440
-8%
增持
JPM
JPMORGAN CHASE & CO.
+$68.8K
3,968
+3%
减持
NVDA
NVIDIA CORPORATION
-$67.5K
24,904
-1%
增持
AMGN
AMGEN INC
+$67.2K
983
+9%
减持
VTR
VENTAS INC
+$66.8K
9,152
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$63.1K
2,536
+5%
减持
PG
PROCTER AND GAMBLE CO
-$61.3K
2,808
-7%
减持
PSA
PUBLIC STORAGE OPER CO
-$60.2K
1,174
-7%
减持
EFA
ISHARES TR
-$56.0K
37,887
-4%
减持
PM
PHILIP MORRIS INTL INC
-$53.9K
1,920
-14%
增持
V
VISA INC
+$52.6K
1,615
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$52.1K
470
+4%
减持
SO
SOUTHERN CO
-$51.5K
3,188
-8%
减持
IWD
ISHARES TR
-$48.5K
6,036
-7%
增持
SCHA
SCHWAB STRATEGIC TR
+$48.3K
64,336
+1%
增持
BAC
BANK AMERICA CORP
+$45.7K
11,864
+1%
增持
CSCO
CISCO SYS INC
+$45.0K
3,797
+5%
减持
IEMG
ISHARES INC
-$39.8K
18,305
-5%
增持
VHT
VANGUARD WORLD FD
+$39.5K
1,374
+0%
减持
SCHD
SCHWAB STRATEGIC TR
-$38.2K
134,295
-1%
减持
AVB
AVALONBAY CMNTYS INC
-$38.0K
2,125
-3%
减持
ANET
ARISTA NETWORKS INC
-$37.6K
1,538
-6%
减持
COP
CONOCOPHILLIPS
-$35.6K
6,762
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$34.9K
3,471
-1%
增持
COF
CAPITAL ONE FINL CORP
+$34.0K
1,139
+0%
增持
IVV
ISHARES TR
+$32.8K
1,527
+1%
增持
GEV
GE VERNOVA INC
+$32.3K
469
+5%
增持
DLR
DIGITAL RLTY TR INC
-$31.9K
3,009
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$30.9K
1,014
+15%
增持
SPGI
S&P GLOBAL INC
+$28.7K
483
+5%
增持
CPT
CAMDEN PPTY TR
+$27.9K
4,031
+4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$25.3K
16,227
+0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$24.9K
18,153
+0%
增持
XEL
XCEL ENERGY INC
-$24.5K
5,095
+3%
减持
DVY
ISHARES TR
-$24.3K
4,712
-3%
减持
LQD
ISHARES TR
-$23.2K
14,457
-0%
增持
SCHB
SCHWAB STRATEGIC TR
+$23.1K
11,360
+6%
增持
BA
BOEING CO
+$20.0K
1,309
+7%
增持
MPC
MARATHON PETE CORP
-$19.3K
1,583
+10%
减持
WFC
WELLS FARGO CO NEW
+$18.8K
4,670
-6%
增持
MMM
3M CO
+$18.2K
3,602
+0%
减持
GS
GOLDMAN SACHS GROUP INC
-$18.1K
301
-15%
减持
RTX
RTX CORPORATION
+$16.4K
2,472
-5%
增持
QCOM
QUALCOMM INC
+$15.5K
1,504
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$14.9K
2,820
+6%
增持
DFAI
DIMENSIONAL ETF TRUST
+$14.6K
7,460
+1%
增持
PEP
PEPSICO INC
+$14.0K
2,452
+2%
减持
SUI
SUN CMNTYS INC
-$13.1K
2,479
-0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$12.9K
729
+0%
增持
DE
DEERE & CO
+$12.9K
775
+2%
减持
UNP
UNION PAC CORP
-$11.6K
1,221
-2%
增持
AMH
AMERICAN HOMES 4 RENT
-$10.1K
8,816
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$9.9K
4,543
+3%
增持
MVIS
MICROVISION INC DEL
-$9.7K
32,622
+10%
减持
VXUS
VANGUARD STAR FDS
+$9.6K
67,347
-2%
减持
C
CITIGROUP INC
+$9.4K
2,023
-9%
减持
GE
GE AEROSPACE
+$8.8K
1,560
-1%
增持
BX
BLACKSTONE INC
+$8.8K
1,376
+16%
减持
SCHE
SCHWAB STRATEGIC TR
-$8.1K
11,794
-0%
增持
INVH
INVITATION HOMES INC
+$5.5K
9,914
+8%
增持
EQIX
EQUINIX INC
-$4.0K
922
+2%
减持
KO
COCA COLA CO
+$3.8K
5,203
-4%
减持
MA
MASTERCARD INCORPORATED
-$3.0K
767
-1%
减持
MCD
MCDONALDS CORP
-$2.9K
769
-2%
减持
MS
MORGAN STANLEY
-$2.4K
1,625
-11%
减持
AXP
AMERICAN EXPRESS CO
-$2.2K
601
-11%
增持
BND
VANGUARD BD INDEX FDS
-$1.0K
4,133
+0%
减持
VTI
VANGUARD INDEX FDS
-$939
47,508
-2%
减持
CFR
CULLEN FROST BANKERS INC
-$790
2,019
-0%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$686
1,706
+0%
增持
ABBV
ABBVIE INC
+$668
2,438
+1%
