Warburton Capital Management, LLC
TULSA OK · SEC CIK 0002054795
$2.05亿2026Q1 申报市值
68持仓数
83.0%前十大占比 · 第一大 40.2%
6 / 0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
DFUS 加仓+$779.84万
DFAX 加仓+$459.68万
DIMENSIONAL ETF 加仓+$209.16万
DFAI 新建仓+$176.90万
DIMENSIONAL ETF 加仓+$159.62万
2026Q1 卖出最多 按季末市值估算
WMB 减仓-$30.00万
MSFT 减仓-$22.94万
OKE 减仓-$16.15万
DIMENSIONAL ETF 减仓-$8.08万
ACWI 减仓-$5.00万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NEXTPLAT CORP | $6,000 | 0.00% | 14,000 | -6,000 | -30.0% | -$2,571 | 减仓 |
| POWW | OUTDOOR HOLDING CO | $10.30万 | 0.05% | 50,000 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $20.00万 | 0.10% | 8,080 | 0 | 0.0% | — | 重新持有 |
| LOW | LOWES COS INC | $20.30万 | 0.10% | 821 | 9 | 1.1% | $2,225 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $20.90万 | 0.10% | 660 | 9 | 1.4% | $2,850 | 加仓 |
| PEP | PEPSICO INC | $21.40万 | 0.10% | 1,364 | 1,364 | — | $21.40万 | 新建仓 |
| OKE | ONEOK INC NEW | $21.50万 | 0.10% | 2,506 | -1,882 | -42.9% | -$16.15万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $22.00万 | 0.11% | 438 | -3 | -0.7% | -$1,507 | 减仓 |
| IWR | ISHARES TR | $22.90万 | 0.11% | 2,272 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $23.40万 | 0.11% | 385 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $23.50万 | 0.11% | 702 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $23.70万 | 0.12% | 945 | 61 | 6.9% | $1.53万 | 加仓 |
| NFLX | NETFLIX INC. | $24.00万 | 0.12% | 2,353 | 2,173 | 1,207.2% | $22.16万 | 重新持有 |
| V | VISA INC | $25.00万 | 0.12% | 812 | -64 | -7.3% | -$1.97万 | 减仓 |
| CAT | CATERPILLAR INC | $25.30万 | 0.12% | 322 | 322 | — | $25.30万 | 新建仓 |
| T | AT&T INC | $25.40万 | 0.12% | 9,466 | 741 | 8.5% | $1.99万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $26.50万 | 0.13% | 577 | 1 | 0.2% | $459 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $26.60万 | 0.13% | 3,893 | 32 | 0.8% | $2,186 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $26.70万 | 0.13% | 5,221 | 17 | 0.3% | $869 | 加仓 |
| GILD | GILEAD SCIENCES INC | $26.70万 | 0.13% | 1,884 | 158 | 9.2% | $2.24万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $26.70万 | 0.13% | 793 | 793 | — | $26.70万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.20万 | 0.13% | 1,151 | -76 | -6.2% | -$1.80万 | 减仓 |
| TSLA | TESLA INC | $27.60万 | 0.13% | 801 | -19 | -2.3% | -$6,547 | 减仓 |
| CSX | CSX CORP | $28.90万 | 0.14% | 6,814 | 322 | 5.0% | $1.37万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $29.40万 | 0.14% | 1,137 | 1,137 | — | $29.40万 | 新建仓 |
| ACWI | ISHARES TR | $30.00万 | 0.15% | 2,074 | -346 | -14.3% | -$5.00万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.00万 | 0.15% | 6,291 | 516 | 8.9% | $2.46万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $30.10万 | 0.15% | 1,249 | 192 | 18.2% | $4.63万 | 加仓 |
| APH | AMPHENOL CORP | $34.50万 | 0.17% | 2,511 | 67 | 2.7% | $9,205 | 加仓 |
| KLAC | KLA CORP | $35.40万 | 0.17% | 205 | 18 | 9.6% | $3.11万 | 加仓 |
| HD | HOME DEPOT INC | $37.40万 | 0.18% | 1,103 | 190 | 20.8% | $6.44万 | 加仓 |
| LLY | ELI LILLY & CO | $41.70万 | 0.20% | 437 | 38 | 9.5% | $3.63万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $42.10万 | 0.21% | 8,399 | 30 | 0.4% | $1,504 | 加仓 |
| CSCO | CISCO SYS INC | $44.60万 | 0.22% | 5,363 | 157 | 3.0% | $1.31万 | 加仓 |
| WMB | WILLIAMS COS INC | $45.70万 | 0.22% | 6,286 | -4,127 | -39.6% | -$30.00万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $45.90万 | 0.22% | 1,090 | 224 | 25.9% | $9.43万 | 加仓 |
| AVGO | BROADCOM INC | $46.00万 | 0.22% | 1,298 | 144 | 12.5% | $5.10万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $47.70万 | 0.23% | 11,091 | 26 | 0.2% | $1,118 | 加仓 |
| VOO | VANGUARD INDEX FDS | $49.70万 | 0.24% | 796 | 144 | 22.1% | $8.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $53.80万 | 0.26% | 1,736 | 197 | 12.8% | $6.11万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $59.80万 | 0.29% | 11,784 | 11,784 | — | $59.80万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $70.40万 | 0.34% | 14,668 | 3,787 | 34.8% | $18.18万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $72.70万 | 0.35% | 1 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $72.70万 | 0.35% | 5,631 | 234 | 4.3% | $3.02万 | 加仓 |
| META | META PLATFORMS INC | $81.00万 | 0.40% | 1,290 | 285 | 28.4% | $17.90万 | 加仓 |
| — | EXXON MOBIL CORP | $83.70万 | 0.41% | 5,403 | 473 | 9.6% | $7.33万 | 加仓 |
| BAC | BANK AMERICA CORP | $88.70万 | 0.43% | 16,835 | 596 | 3.7% | $3.14万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $98.40万 | 0.48% | 20,902 | 9,379 | 81.4% | $44.15万 | 加仓 |
| GOOG | ALPHABET INC | $129.40万 | 0.63% | 4,092 | 35 | 0.9% | $1.11万 | 加仓 |
| GOOGL | ALPHABET INC | $136.90万 | 0.67% | 4,299 | 62 | 1.5% | $1.97万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $137.60万 | 0.67% | 2,838 | 85 | 3.1% | $4.12万 | 加仓 |
| AMZN | AMAZON COM INC | $141.20万 | 0.69% | 6,045 | 452 | 8.1% | $10.56万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $164.20万 | 0.80% | 12,588 | -14 | -0.1% | -$1,826 | 减仓 |
| MSFT | MICROSOFT CORP | $165.90万 | 0.81% | 4,447 | -615 | -12.1% | -$22.94万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $176.90万 | 0.86% | 43,361 | 43,361 | — | $176.90万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $190.40万 | 0.93% | 2,801 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $208.50万 | 1.02% | 56,933 | 86 | 0.2% | $3,149 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $209.30万 | 1.02% | 43,369 | 314 | 0.7% | $1.52万 | 加仓 |
| AAPL | APPLE INC | $244.30万 | 1.19% | 9,382 | 817 | 9.5% | $21.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $246.10万 | 1.20% | 67,723 | 43,924 | 184.6% | $159.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $279.10万 | 1.36% | 15,181 | 2,653 | 21.2% | $48.77万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $294.80万 | 1.44% | 38,224 | 1,980 | 5.5% | $15.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $396.40万 | 1.93% | 159,795 | 36,915 | 30.0% | $91.57万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $439.00万 | 2.14% | 117,933 | 164 | 0.1% | $6,105 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $807.50万 | 3.94% | 212,017 | 54,917 | 35.0% | $209.16万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,640.40万 | 8.00% | 221,320 | 105,215 | 90.6% | $779.84万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4,427.10万 | 21.59% | 1,236,646 | 128,405 | 11.6% | $459.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8,251.80万 | 40.24% | 2,031,981 | -1,990 | -0.1% | -$8.08万 | 减仓 |