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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $30.44万 | 0.04% | 4,133 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $30.22万 | 0.04% | 1,659 | -875 | -34.5% | -$15.94万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $29.97万 | 0.04% | 7,693 | 233 | 3.1% | $9,078 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $28.50万 | 0.04% | 1,485 | -22 | -1.5% | -$4,222 | 减仓 |
| SHY | ISHARES TR | $28.23万 | 0.04% | 3,419 | 3,419 | — | $28.23万 | 新建仓 |
| MS | MORGAN STANLEY | $28.14万 | 0.04% | 1,710 | 85 | 5.2% | $1.40万 | 加仓 |
| DE | DEERE & CO | $27.77万 | 0.04% | 493 | -282 | -36.4% | -$15.89万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.75万 | 0.04% | 328 | 27 | 9.0% | $2.28万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $27.68万 | 0.04% | 2,019 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $27.15万 | 0.04% | 5,166 | 5,166 | — | $27.15万 | 新建仓 |
| MCD | MCDONALDS CORP | $26.23万 | 0.04% | 844 | 75 | 9.8% | $2.33万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $25.62万 | 0.04% | 947 | 947 | — | $25.62万 | 新建仓 |
| ORCL | ORACLE CORP | $24.96万 | 0.04% | 1,697 | -71 | -4.0% | -$1.04万 | 减仓 |
| ADI | ANALOG DEVICES INC | $24.40万 | 0.04% | 767 | 767 | — | $24.40万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.21万 | 0.04% | 618 | 618 | — | $24.21万 | 新建仓 |
| LIN | LINDE PLC | $24.17万 | 0.04% | 487 | -53 | -9.8% | -$2.63万 | 重新持有 |
| BA | BOEING CO | $24.16万 | 0.04% | 1,214 | -95 | -7.3% | -$1.89万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.60万 | 0.03% | 872 | -142 | -14.0% | -$3.84万 | 减仓 |
| SPGI | S&P GLOBAL INC | $23.57万 | 0.03% | 554 | 71 | 14.7% | $3.02万 | 加仓 |
| WELL | WELLTOWER INC | $22.50万 | 0.03% | 1,138 | -2,017 | -63.9% | -$39.88万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $22.46万 | 0.03% | 539 | 539 | — | $22.46万 | 新建仓 |
| C | CITIGROUP INC | $22.31万 | 0.03% | 1,967 | -56 | -2.8% | -$6,351 | 减仓 |
| KLAC | KLA CORP | $22.23万 | 0.03% | 151 | 151 | — | $22.23万 | 新建仓 |
| GLW | CORNING INC | $22.12万 | 0.03% | 1,627 | 1,627 | — | $22.12万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $21.94万 | 0.03% | 1,574 | 1,574 | — | $21.94万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $21.92万 | 0.03% | 3,041 | -173 | -5.4% | -$1.25万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.43万 | 0.03% | 436 | -34 | -7.2% | -$1.67万 | 减仓 |
| GM | GENERAL MTRS CO | $21.30万 | 0.03% | 2,859 | 7 | 0.2% | $522 | 加仓 |
| VLO | VALERO ENERGY CORP | $21.27万 | 0.03% | 861 | -413 | -32.4% | -$10.20万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $21.24万 | 0.03% | 994 | 994 | — | $21.24万 | 新建仓 |
| SYK | STRYKER CORPORATION | $21.03万 | 0.03% | 640 | 640 | — | $21.03万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $20.94万 | 0.03% | 1,435 | -148 | -9.3% | -$2.16万 | 减仓 |
| IGEB | ISHARES TR | $20.89万 | 0.03% | 4,635 | 214 | 4.8% | $9,643 | 加仓 |
| VBR | VANGUARD INDEX FDS | $20.20万 | 0.03% | 930 | 930 | — | $20.20万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $18.30万 | 0.03% | 11,693 | 156 | 1.4% | $2,441 | 加仓 |
| ANGX | ANGEL STUDIOS INC | $4.08万 | 0.01% | 13,376 | 13,376 | — | $4.08万 | 新建仓 |
| — | MICROVISION INC DEL | $2.41万 | 0.00% | 37,622 | 5,000 | 15.3% | $3,206 | 加仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -9,152 | -100.0% | -$70.82万 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -922 | -100.0% | -$70.64万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -3,009 | -100.0% | -$46.55万 | 清仓 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | -4,031 | -100.0% | -$44.37万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -2,440 | -100.0% | -$42.84万 | 清仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $0 | 0.00% | 0 | -8,429 | -100.0% | -$39.67万 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -2,125 | -100.0% | -$38.53万 | 清仓 |
| HR | HEALTHCARE RLTY TR | $0 | 0.00% | 0 | -20,623 | -100.0% | -$34.96万 | 清仓 |
| REXR | REXFORD INDL RLTY INC | $0 | 0.00% | 0 | -8,657 | -100.0% | -$33.52万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $0 | 0.00% | 0 | -1,706 | -100.0% | -$33.00万 | 清仓 |
| SUI | SUN CMNTYS INC | $0 | 0.00% | 0 | -2,479 | -100.0% | -$30.72万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -1,174 | -100.0% | -$30.47万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -11,360 | -100.0% | -$29.80万 | 清仓 |
| BRX | BRIXMOR PPTY GROUP INC | $0 | 0.00% | 0 | -11,303 | -100.0% | -$29.64万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | -8,816 | -100.0% | -$28.30万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -9,914 | -100.0% | -$27.55万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -845 | -100.0% | -$22.38万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,376 | -100.0% | -$21.21万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -363 | -100.0% | -$20.56万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -3,728 | -100.0% | -$20.11万 | 清仓 |