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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 62
减持 48
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$14.4M
650,445
+61%
增持
VTV
VANGUARD INDEX FDS
+$10.1M
351,924
+14%
增持
VUG
VANGUARD INDEX FDS
+$8.8M
72,804
+54%
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
+$8.2M
343,930
+47%
减持
DFUS
DIMENSIONAL ETF TRUST
-$7.7M
158,866
-38%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.4M
298,929
+36%
增持
VUSB
VANGUARD BD INDEX FDS
+$5.4M
163,530
+196%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.9M
128,392
+70%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$2.8M
203,512
+10%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$2.7M
134,475
+59%
增持
SCHK
SCHWAB STRATEGIC TR
-$2.7M
3,580,579
+2%
减持
XLE
SELECT SECTOR SPDR TR
+$2.7M
161,939
-0%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$2.4M
87,859
+29%
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.2M
2,599,253
-0%
减持
QQQ
INVESCO QQQ TR
-$1.7M
42,464
-0%
减持
MSFT
MICROSOFT CORP
-$1.0M
8,267
-2%
清仓
PLD
PROLOGIS INC.
-$761.9K
0
-100%
清仓
VTR
VENTAS INC
-$708.2K
0
-100%
清仓
EQIX
EQUINIX INC
-$706.4K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$615.4K
55,607
-12%
减持
OUNZ
VANECK MERK GOLD ETF
-$549.3K
28,988
-35%
增持
VTI
VANGUARD INDEX FDS
-$492.2K
48,116
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$489.1K
136,010
+1%
减持
FBND
FIDELITY MERRIMACK STR TR
-$472.0K
60,726
-14%
清仓
DLR
DIGITAL RLTY TR INC
-$465.5K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$445.8K
6,804
-5%
清仓
CPT
CAMDEN PPTY TR
-$443.7K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$428.4K
0
-100%
增持
CVX
CHEVRON CORPORATION
+$415.0K
6,766
+5%
增持
XLRE
SELECT SECTOR SPDR TR
+$399.2K
460,928
+1%
清仓
AHR
AMERICAN HEALTHCARE REIT INC
-$396.7K
0
-100%
清仓
AVB
AVALONBAY CMNTYS INC
-$385.3K
0
-100%
减持
WELL
WELLTOWER INC
-$360.6K
1,138
-64%
清仓
HR
HEALTHCARE RLTY TR
-$349.6K
0
-100%
清仓
REXR
REXFORD INDL RLTY INC
-$335.2K
0
-100%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$330.0K
0
-100%
清仓
SUI
SUN CMNTYS INC
-$307.2K
0
-100%
减持
TSLA
TESLA INC
-$305.6K
2,847
-6%
清仓
PSA
PUBLIC STORAGE OPER CO
-$304.7K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$304.5K
30,988
+2%
减持
DFAX
DIMENSIONAL ETF TRUST
-$299.8K
211,623
-8%
清仓
SCHB
SCHWAB STRATEGIC TR
-$298.0K
0
-100%
清仓
BRX
BRIXMOR PPTY GROUP INC
-$296.4K
0
-100%
增持
AAPL
APPLE INC
-$289.7K
27,861
+3%
清仓
AMH
AMERICAN HOMES 4 RENT
-$283.0K
0
-100%
建仓
SHY
ISHARES TR
+$282.3K
3,419
减持
—
EXXON MOBIL CORP
+$282.2K
18,133
-22%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$281.3K
15,033
+2%
清仓
COF
CAPITAL ONE FINL CORP
-$276.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$275.9K
25,050
+1%
清仓
INVH
INVITATION HOMES INC
-$275.5K
0
-100%
建仓
IGSB
ISHARES TR
+$271.5K
5,166
清仓
QCOM
QUALCOMM INC
-$257.2K
0
-100%
建仓
WDC
WESTERN DIGITAL CORP
+$256.2K
947
增持
VV
VANGUARD INDEX FDS
-$251.2K
16,438
+0%
减持
FFIN
FIRST FINL BANKSHARES INC
-$244.2K
48,747
-13%
建仓
ADI
ANALOG DEVICES INC
+$244.0K
767
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$242.1K
618
建仓
—
LINDE PLC
+$241.7K
487
减持
VNQ
VANGUARD INDEX FDS
-$238.6K
40,667
-6%
建仓
—
TRANE TECHNOLOGIES PLC
+$224.6K
539
清仓
CRM
SALESFORCE INC
-$223.8K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$222.3K
0
-100%
建仓
KLAC
KLA CORP
+$222.3K
151
建仓
GLW
CORNING INC
+$221.2K
1,627
建仓
GILD
GILEAD SCIENCES INC
+$219.4K
1,574
增持
IEMG
ISHARES INC
+$219.0K
20,781
+14%
建仓
LRCX
LAM RESEARCH CORP
+$212.4K
994
清仓
BX
BLACKSTONE INC
-$212.1K
0
-100%
建仓
SYK
STRYKER CORPORATION
+$210.3K
640
清仓
ISRG
INTUITIVE SURGICAL INC
-$205.6K
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$204.8K
0
-100%
建仓
VBR
VANGUARD INDEX FDS
+$202.0K
930
清仓
ANET
ARISTA NETWORKS INC
-$201.5K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$201.1K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$200.8K
3,413
-2%
减持
BIV
VANGUARD BD INDEX FDS
-$198.7K
40,099
-5%
增持
CAT
CATERPILLAR INC
+$191.8K
1,279
+3%
增持
AMZN
AMAZON COM INC
-$184.3K
12,433
+3%
增持
META
META PLATFORMS INC
-$168.1K
2,193
+2%
增持
VXUS
VANGUARD STAR FDS
+$159.5K
67,956
+1%
减持
EFA
ISHARES TR
-$157.1K
35,841
-5%
增持
GOOGL
ALPHABET INC
-$150.9K
7,385
+2%
增持
WMT
WALMART INC
+$144.2K
8,691
+3%
增持
AMAT
APPLIED MATLS INC
+$144.0K
1,519
+4%
减持
LLY
ELI LILLY & CO
-$141.6K
824
-2%
减持
MMM
3M CO
-$141.0K
3,000
-17%
增持
COST
COSTCO WHOLESALE CORPORATION
+$137.9K
482
+21%
减持
ABBV
ABBVIE INC
-$132.1K
1,954
-20%
减持
LQD
ISHARES TR
-$131.6K
13,409
-7%
减持
MPC
MARATHON PETE CORP
+$126.4K
1,572
-1%
减持
JPM
JPMORGAN CHASE & CO
-$118.8K
3,942
-1%
减持
VGT
VANGUARD WORLD FD
-$118.0K
1,957
-1%
增持
AVGO
BROADCOM INC
-$114.4K
5,131
+4%
增持
MU
MICRON TECHNOLOGY INC
+$113.2K
1,124
+20%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$111.4K
2,665
-5%
增持
GEV
GE VERNOVA INC
+$109.0K
476
+1%
减持
COP
CONOCOPHILLIPS
-$107.2K
3,984
-41%
增持
DFUV
DIMENSIONAL ETF TRUST
+$105.8K
51,910
+0%
减持
JNJ
JOHNSON & JOHNSON
+$102.5K
4,016
-5%
减持
UNH
UNITEDHEALTH GROUP INC
-$98.8K
872
-14%
减持
ORCL
ORACLE CORP
-$95.0K
1,697
-4%
减持
DE
DEERE & CO
-$83.2K
493
-36%
减持
BAC
BANK AMERICA CORP
-$82.8K
11,687
-1%
减持
HD
HOME DEPOT INC
-$69.6K
1,169
-11%
增持
APH
AMPHENOL CORP
+$69.5K
2,949
+31%
增持
NEE
NEXTERA ENERGY INC
+$65.9K
4,717
+2%
减持
MA
MASTERCARD INCORPORATED
-$64.1K
748
-2%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$58.4K
36,925
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$58.0K
436
-7%
增持
SO
SOUTHERN CO
+$52.0K
3,419
+7%
增持
GOOG
ALPHABET INC
-$51.7K
3,561
+4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$50.6K
16,281
+0%
增持
VO
VANGUARD INDEX FDS
+$48.8K
3,241
+7%
减持
SCHF
SCHWAB STRATEGIC TR
+$47.7K
82,914
-1%
增持
WFC
WELLS FARGO & CO
+$45.0K
6,033
+29%
增持
SCHA
SCHWAB STRATEGIC TR
+$44.3K
64,532
+0%
减持
BA
BOEING CO
-$42.6K
1,214
-7%
建仓
ANGX
ANGEL STUDIOS INC
+$40.8K
13,376
增持
RTX
RTX CORPORATION
+$40.5K
2,561
+4%
增持
GE
GE AEROSPACE
-$37.6K
1,561
+0%
增持
AMGN
AMGEN INC
+$36.7K
1,019
+4%
减持
MRK
MERCK & CO INC
+$35.0K
4,734
-7%
增持
NFLX
NETFLIX INC.
+$33.7K
4,680
+5%
增持
PM
PHILIP MORRIS INTL INC
+$30.3K
2,046
+7%
增持
V
VISA INC
-$29.6K
1,776
+10%
减持
PG
PROCTER & GAMBLE CO
-$28.8K
2,586
-8%
增持
MCD
MCDONALDS CORP
+$27.3K
844
+10%
增持
UNP
UNION PAC CORP
+$26.9K
1,275
+4%
减持
PEP
PEPSICO INC
+$24.8K
2,426
-1%
减持
PSX
PHILLIPS 66
-$24.8K
1,659
-35%
增持
VXF
VANGUARD INDEX FDS
-$22.2K
27,031
+1%
增持
IWD
ISHARES TR
+$20.9K
6,039
+0%
增持
VHT
VANGUARD WORLD FD
-$20.9K
1,375
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$20.7K
1,950
+0%
增持
IVV
ISHARES TR
-$20.5K
1,570
+3%
增持
GM
GENERAL MTRS CO
-$18.9K
2,859
+0%
增持
CSCO
CISCO SYS INC
+$18.4K
4,007
+6%
减持
DCOR
DIMENSIONAL ETF TRUST
-$17.5K
3,041
-5%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$17.2K
11,693
+1%
增持
SPGI
S&P GLOBAL INC
-$16.6K
554
+15%
增持
DFAI
DIMENSIONAL ETF TRUST
+$15.4K
7,693
+3%
减持
KO
COCA COLA CO
+$14.7K
4,976
-4%
减持
DFAS
DIMENSIONAL ETF TRUST
+$14.2K
17,979
-1%
减持
C
CITIGROUP INC
-$13.0K
1,967
-3%
增持
GS
GOLDMAN SACHS GROUP INC
+$12.9K
328
+9%
增持
DIA
STATE STR SPDR DOW JONES IND
-$12.1K
730
+0%
减持
SDY
SPDR SERIES TRUST
-$10.9K
1,435
-9%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$7.7K
4,505
-1%
增持
MS
MORGAN STANLEY
-$7.1K
1,710
+5%
