Warwick Investment Management, Inc.
BRYAN TX · SEC CIK 0001931041
$6.90亿2026Q1 申报市值
137持仓数
67.3%前十大占比 · 第一大 16.3%
13 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VGSH 加仓+$1,447.14万
VUG 加仓+$1,118.18万
VTV 加仓+$851.82万
VTC 加仓+$841.93万
VUSB 加仓+$538.86万
2026Q1 卖出最多 按季末市值估算
DFUS 减仓-$683.70万
EXXON MOBIL CORP 减仓-$86.31万
OUNZ 减仓-$70.90万
VTR 清仓-$70.82万
EQIX 清仓-$70.64万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $90.61万 | 0.13% | 1,279 | 32 | 2.6% | $2.27万 | 加仓 |
| VO | VANGUARD INDEX FDS | $93.08万 | 0.13% | 3,241 | 202 | 6.6% | $5.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $98.18万 | 0.14% | 4,016 | -233 | -5.5% | -$5.70万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $101.67万 | 0.15% | 16,281 | 54 | 0.3% | $3,372 | 加仓 |
| GOOG | ALPHABET INC | $102.15万 | 0.15% | 3,561 | 141 | 4.1% | $4.04万 | 加仓 |
| IVV | ISHARES TR | $102.52万 | 0.15% | 1,570 | 43 | 2.8% | $2.81万 | 加仓 |
| TSLA | TESLA INC | $105.84万 | 0.15% | 2,847 | -186 | -6.1% | -$6.91万 | 减仓 |
| WMT | WALMART INC | $108.01万 | 0.16% | 8,691 | 291 | 3.5% | $3.62万 | 加仓 |
| IWS | ISHARES TR | $109.67万 | 0.16% | 7,525 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $115.97万 | 0.17% | 3,942 | -26 | -0.7% | -$7,649 | 减仓 |
| META | META PLATFORMS INC | $125.44万 | 0.18% | 2,193 | 38 | 1.8% | $2.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $127.89万 | 0.19% | 17,979 | -174 | -1.0% | -$1.24万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $128.13万 | 0.19% | 2,674 | 138 | 5.4% | $6.61万 | 加仓 |
| IWD | ISHARES TR | $129.04万 | 0.19% | 6,039 | 3 | 0.0% | $641 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $130.59万 | 0.19% | 28,988 | -15,737 | -35.2% | -$70.90万 | 减仓 |
| VGT | VANGUARD WORLD FD | $136.55万 | 0.20% | 1,957 | -11 | -0.6% | -$7,675 | 减仓 |
| CVX | CHEVRON CORPORATION | $140.00万 | 0.20% | 6,766 | 303 | 4.7% | $6.27万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $143.56万 | 0.21% | 48,747 | -7,491 | -13.3% | -$22.06万 | 减仓 |
| IEMG | ISHARES INC | $144.95万 | 0.21% | 20,781 | 2,476 | 13.5% | $17.27万 | 加仓 |
| LQD | ISHARES TR | $146.14万 | 0.21% | 13,409 | -1,048 | -7.2% | -$11.42万 | 减仓 |
| AVGO | BROADCOM INC | $158.81万 | 0.23% | 5,131 | 212 | 4.3% | $6.56万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $173.50万 | 0.25% | 67,668 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $185.07万 | 0.27% | 36,925 | -1,068 | -2.8% | -$5.35万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $187.66万 | 0.27% | 64,532 | 196 | 0.3% | $5,700 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $205.21万 | 0.30% | 82,914 | -463 | -0.6% | -$1.15万 | 减仓 |
| GOOGL | ALPHABET INC | $212.36万 | 0.31% | 7,385 | 118 | 1.6% | $3.39万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $251.56万 | 0.36% | 51,910 | 187 | 0.4% | $9,062 | 加仓 |
| AMZN | AMAZON COM INC | $258.94万 | 0.38% | 12,433 | 416 | 3.5% | $8.66万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $277.03万 | 0.40% | 60,726 | -9,699 | -13.8% | -$44.25万 | 减仓 |
| MSFT | MICROSOFT CORP | $306.03万 | 0.44% | 8,267 | -173 | -2.0% | -$6.40万 | 减仓 |
| — | EXXON MOBIL CORP | $307.65万 | 0.45% | 18,133 | -5,087 | -21.9% | -$86.31万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $309.48万 | 0.45% | 40,099 | -2,191 | -5.2% | -$16.91万 | 减仓 |
| EFA | ISHARES TR | $348.12万 | 0.50% | 35,841 | -2,046 | -5.4% | -$19.87万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $360.72万 | 0.52% | 40,667 | -2,793 | -6.4% | -$24.77万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $406.57万 | 0.59% | 6,804 | -390 | -5.4% | -$23.30万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $417.28万 | 0.60% | 136,010 | 1,715 | 1.3% | $5.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $436.87万 | 0.63% | 25,050 | 146 | 0.6% | $2.55万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $440.80万 | 0.64% | 55,607 | -7,398 | -11.7% | -$58.64万 | 减仓 |
| VV | VANGUARD INDEX FDS | $491.25万 | 0.71% | 16,438 | 35 | 0.2% | $1.05万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $524.01万 | 0.76% | 67,956 | 609 | 0.9% | $4.70万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $556.30万 | 0.81% | 27,031 | 323 | 1.2% | $6.65万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $693.96万 | 1.01% | 128,392 | 52,857 | 70.0% | $285.69万 | 加仓 |
| AAPL | APPLE INC | $707.08万 | 1.02% | 27,861 | 787 | 2.9% | $19.97万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $718.88万 | 1.04% | 211,623 | -17,178 | -7.5% | -$58.35万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $742.08万 | 1.08% | 209,390 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $744.39万 | 1.08% | 134,475 | 50,007 | 59.2% | $276.81万 | 加仓 |
| VB | VANGUARD INDEX FDS | $811.63万 | 1.18% | 30,988 | 704 | 2.3% | $18.44万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $814.13万 | 1.18% | 163,530 | 108,238 | 195.8% | $538.86万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $977.63万 | 1.42% | 15,033 | 284 | 1.9% | $18.47万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $992.04万 | 1.44% | 161,939 | -171 | -0.1% | -$1.05万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $1,004.41万 | 1.46% | 87,859 | 19,538 | 28.6% | $223.36万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,126.52万 | 1.63% | 158,866 | -96,418 | -37.8% | -$683.70万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,543.60万 | 2.24% | 48,116 | 608 | 1.3% | $19.51万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $1,881.97万 | 2.73% | 460,928 | 4,411 | 1.0% | $18.01万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,915.54万 | 2.78% | 298,929 | 79,461 | 36.2% | $509.19万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $2,336.93万 | 3.39% | 203,512 | 18,190 | 9.8% | $208.88万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,450.91万 | 3.55% | 42,464 | -174 | -0.4% | -$10.04万 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $2,642.41万 | 3.83% | 343,930 | 109,583 | 46.8% | $841.93万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,180.01万 | 4.61% | 72,804 | 25,600 | 54.2% | $1,118.18万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,807.71万 | 5.52% | 650,445 | 247,206 | 61.3% | $1,447.14万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $6,904.75万 | 10.01% | 351,924 | 43,416 | 14.1% | $851.82万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.01亿 | 14.64% | 2,599,253 | -7,087 | -0.3% | -$27.54万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $1.12亿 | 16.26% | 3,580,579 | 78,125 | 2.2% | $244.77万 | 加仓 |