Warwick Investment Management, Inc.
BRYAN TX · SEC CIK 0001931041
$8.91亿2026Q2 申报市值
149持仓数
68.0%前十大占比 · 第一大 14.5%
17 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VGSH 加仓+$2,378.92万
VUG 加仓+$1,660.79万
VUSB 加仓+$1,485.98万
VTV 加仓+$1,393.03万
VTC 加仓+$1,334.22万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$271.07万
DIMENSIONAL ETF 减仓-$231.64万
VOO 减仓-$211.13万
EFA 减仓-$152.17万
VNQ 减仓-$129.79万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| OUNZ | VANECK MERK GOLD ETF | $36.80万 | 0.04% | 9,537 | -19,451 | -67.1% | -$75.06万 | 减仓 |
| UNP | UNION PAC CORP | $36.67万 | 0.04% | 1,348 | 73 | 5.7% | $1.99万 | 加仓 |
| AMGN | AMGEN INC | $35.64万 | 0.04% | 984 | -35 | -3.4% | -$1.27万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $35.60万 | 0.04% | 352 | 24 | 7.3% | $2.43万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $35.58万 | 0.04% | 1,672 | 187 | 12.6% | $3.98万 | 加仓 |
| DE | DEERE & CO | $33.43万 | 0.04% | 527 | 34 | 6.9% | $2.16万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $33.31万 | 0.04% | 5,910 | 5,910 | — | $33.31万 | 新建仓 |
| NFLX | NETFLIX INC. | $33.29万 | 0.04% | 4,663 | -17 | -0.4% | -$1,214 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $32.86万 | 0.04% | 1,103 | 1,103 | — | $32.86万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $32.40万 | 0.04% | 950 | 950 | — | $32.40万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $32.17万 | 0.04% | 7,800 | 107 | 1.4% | $4,414 | 加仓 |
| PEP | PEPSICO INC | $32.01万 | 0.04% | 2,364 | -62 | -2.6% | -$8,395 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $31.20万 | 0.04% | 2,019 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $30.76万 | 0.03% | 1,032 | 1,032 | — | $30.76万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.54万 | 0.03% | 2,618 | -47 | -1.8% | -$5,483 | 减仓 |
| LIN | LINDE PLC | $30.40万 | 0.03% | 586 | 99 | 20.3% | $5.14万 | 加仓 |
| PSX | PHILLIPS 66 | $30.19万 | 0.03% | 1,786 | 127 | 7.7% | $2.15万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $29.79万 | 0.03% | 580 | -168 | -22.5% | -$8.63万 | 减仓 |
| C | CITIGROUP INC | $29.50万 | 0.03% | 2,108 | 141 | 7.2% | $1.97万 | 加仓 |
| URI | UNITED RENTALS INC | $29.34万 | 0.03% | 259 | 259 | — | $29.34万 | 新建仓 |
| ORCL | ORACLE CORP | $28.69万 | 0.03% | 1,958 | 261 | 15.4% | $3.82万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $28.45万 | 0.03% | 1,675 | 137 | 8.9% | $2.33万 | 重新持有 |
| BA | BOEING CO | $28.21万 | 0.03% | 1,303 | 89 | 7.3% | $1.93万 | 加仓 |
| QCOM | QUALCOMM INC | $27.61万 | 0.03% | 1,494 | -10 | -0.7% | -$1,848 | 重新持有 |
| IJH | ISHARES TR | $27.57万 | 0.03% | 3,576 | 3,576 | — | $27.57万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $27.18万 | 0.03% | 3,702 | -431 | -10.4% | -$3.16万 | 减仓 |
| ASML | ASML HLDG NV | $25.86万 | 0.03% | 130 | 130 | — | $25.86万 | 新建仓 |
| WELL | WELLTOWER INC | $25.83万 | 0.03% | 1,138 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $24.95万 | 0.03% | 958 | 97 | 11.3% | $2.53万 | 加仓 |
| MO | ALTRIA GROUP INC | $24.82万 | 0.03% | 3,449 | 3,449 | — | $24.82万 | 新建仓 |
| SNDK | SANDISK CORP | $24.56万 | 0.03% | 108 | 108 | — | $24.56万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $24.20万 | 0.03% | 561 | 561 | — | $24.20万 | 新建仓 |
| IWF | ISHARES TR | $23.93万 | 0.03% | 1,927 | 1,927 | — | $23.93万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $23.77万 | 0.03% | 243 | 10 | 4.3% | $9,781 | 重新持有 |
| GM | GENERAL MTRS CO | $23.52万 | 0.03% | 3,052 | 193 | 6.8% | $1.49万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.56万 | 0.03% | 450 | 14 | 3.2% | $7,019 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $22.39万 | 0.03% | 662 | 61 | 10.1% | $2.06万 | 重新持有 |
| SYK | STRYKER CORPORATION | $21.94万 | 0.02% | 697 | 57 | 8.9% | $1.79万 | 加仓 |
| PLD | PROLOGIS INC. | $21.90万 | 0.02% | 1,616 | -4,352 | -72.9% | -$58.97万 | 重新持有 |
| SDY | SPDR SERIES TRUST | $21.84万 | 0.02% | 1,435 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $21.29万 | 0.02% | 1,061 | -78 | -6.8% | -$1.56万 | 重新持有 |
| TJX | TJX COS INC NEW | $21.26万 | 0.02% | 1,403 | 1,403 | — | $21.26万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $20.73万 | 0.02% | 11,693 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $20.45万 | 0.02% | 936 | 936 | — | $20.45万 | 新建仓 |
| DIS | DISNEY WALT CO | $20.23万 | 0.02% | 2,101 | 2,101 | — | $20.23万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $10.14万 | 0.01% | 10,587 | 10,587 | — | $10.14万 | 新建仓 |
| ANGX | ANGEL STUDIOS INC. | $4.91万 | 0.01% | 13,376 | 0 | 0.0% | — | 不变 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $1.48万 | 0.00% | 11,300 | 11,300 | — | $1.48万 | 新建仓 |
| — | MICROVISION INC DEL | $1.39万 | 0.00% | 42,622 | 5,000 | 13.3% | $1,635 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $0 | 0.00% | 0 | -730 | -100.0% | -$33.82万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -3,419 | -100.0% | -$28.23万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -5,166 | -100.0% | -$27.15万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -844 | -100.0% | -$26.23万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -767 | -100.0% | -$24.40万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -554 | -100.0% | -$23.57万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -539 | -100.0% | -$22.46万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,574 | -100.0% | -$21.94万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -3,041 | -100.0% | -$21.92万 | 清仓 |
| IGEB | ISHARES TR | $0 | 0.00% | 0 | -4,635 | -100.0% | -$20.89万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -930 | -100.0% | -$20.20万 | 清仓 |