Warburton Capital Management, LLC
TULSA OK · SEC CIK 0002054795
$2.46亿2026Q2 申报市值
75持仓数
83.1%前十大占比 · 第一大 37.1%
13 / 8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
DFUS 加仓+$1,197.83万
DFAI 加仓+$237.76万
DIMENSIONAL ETF 加仓+$231.45万
DFAX 加仓+$224.75万
DIMENSIONAL ETF 加仓+$185.40万
2026Q2 卖出最多 按季末市值估算
DUSB 清仓-$59.80万
KTOS 清仓-$26.60万
T 清仓-$25.40万
NFLX 清仓-$24.00万
PEP 清仓-$21.40万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $9,118.40万 | 37.09% | 2,055,556 | 23,575 | 1.2% | $104.58万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4,780.50万 | 19.44% | 1,297,654 | 61,008 | 4.9% | $224.75万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,011.30万 | 12.25% | 367,506 | 146,186 | 66.1% | $1,197.83万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,070.10万 | 4.35% | 256,447 | 44,430 | 21.0% | $185.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $494.10万 | 2.01% | 127,403 | 59,680 | 88.1% | $231.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $472.30万 | 1.92% | 180,576 | 20,781 | 13.0% | $54.35万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $442.50万 | 1.80% | 118,772 | 839 | 0.7% | $3.13万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $416.60万 | 1.69% | 101,006 | 57,645 | 132.9% | $237.76万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $334.20万 | 1.36% | 40,371 | 2,147 | 5.6% | $17.77万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $303.10万 | 1.23% | 15,148 | -33 | -0.2% | -$6,603 | 减仓 |
| AAPL | APPLE INC | $291.30万 | 1.18% | 10,069 | 687 | 7.3% | $19.88万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $237.60万 | 0.97% | 58,475 | 1,542 | 2.7% | $6.27万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $213.40万 | 0.87% | 44,170 | 801 | 1.8% | $3.87万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $209.10万 | 0.85% | 2,801 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $208.20万 | 0.85% | 5,584 | 1,137 | 25.6% | $42.39万 | 加仓 |
| GOOGL | ALPHABET INC | $154.90万 | 0.63% | 4,337 | 38 | 0.9% | $1.36万 | 加仓 |
| AMZN | AMAZON COM INC | $154.00万 | 0.63% | 6,463 | 418 | 6.9% | $9.96万 | 加仓 |
| GOOG | ALPHABET INC | $145.50万 | 0.59% | 4,120 | 28 | 0.7% | $9,888 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $144.10万 | 0.59% | 12,356 | -232 | -1.8% | -$2.71万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $142.40万 | 0.58% | 2,846 | 8 | 0.3% | $4,003 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $131.40万 | 0.53% | 1,139 | 49 | 4.5% | $5.65万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $112.70万 | 0.46% | 21,816 | 914 | 4.4% | $4.72万 | 加仓 |
| BAC | BANK AMERICA CORP | $96.70万 | 0.39% | 16,973 | 138 | 0.8% | $7,862 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.80万 | 0.30% | 1 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $72.10万 | 0.29% | 5,278 | -125 | -2.3% | -$1.71万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $71.80万 | 0.29% | 15,057 | 389 | 2.7% | $1.85万 | 加仓 |
| META | META PLATFORMS INC | $68.30万 | 0.28% | 1,214 | -76 | -5.9% | -$4.28万 | 减仓 |
| CSCO | CISCO SYS INC | $64.40万 | 0.26% | 5,490 | 127 | 2.4% | $1.49万 | 加仓 |
| WMT | WALMART INC | $64.00万 | 0.26% | 5,653 | 22 | 0.4% | $2,491 | 加仓 |
| KLAC | KLA CORP | $60.80万 | 0.25% | 2,017 | -33 | -1.6% | -$9,947 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $58.70万 | 0.24% | 1,795 | 59 | 3.4% | $1.93万 | 加仓 |
| LLY | ELI LILLY & CO | $56.60万 | 0.23% | 472 | 35 | 8.0% | $4.20万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $54.70万 | 0.22% | 797 | 1 | 0.1% | $686 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $51.80万 | 0.21% | 11,117 | 26 | 0.2% | $1,211 | 加仓 |
| AVGO | BROADCOM INC | $51.40万 | 0.21% | 1,362 | 64 | 4.9% | $2.42万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $50.90万 | 0.21% | 797 | 4 | 0.5% | $2,555 | 加仓 |
| LRCX | LAM RESEARCH CORP | $50.30万 | 0.20% | 1,162 | 25 | 2.2% | $1.08万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $46.30万 | 0.19% | 8,427 | 28 | 0.3% | $1,538 | 加仓 |
| APH | AMPHENOL CORP | $44.90万 | 0.18% | 2,550 | 39 | 1.6% | $6,867 | 加仓 |
| WMB | WILLIAMS COS INC | $44.80万 | 0.18% | 6,030 | -256 | -4.1% | -$1.90万 | 减仓 |
| CAT | CATERPILLAR INC | $35.60万 | 0.14% | 335 | 13 | 4.0% | $1.38万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $34.70万 | 0.14% | 4,031 | 569 | 16.4% | $4.90万 | 加仓 |
| V | VISA INC | $34.60万 | 0.14% | 1,009 | 197 | 24.3% | $6.76万 | 加仓 |
| TSLA | TESLA INC | $34.10万 | 0.14% | 813 | 12 | 1.5% | $5,033 | 加仓 |
| HD | HOME DEPOT INC | $33.60万 | 0.14% | 953 | -150 | -13.6% | -$5.29万 | 减仓 |
| SNDK | SANDISK CORP | $33.40万 | 0.14% | 147 | 147 | — | $33.40万 | 新建仓 |
| CSX | CSX CORP | $32.60万 | 0.13% | 6,868 | 54 | 0.8% | $2,563 | 加仓 |
| INTC | INTEL CORP | $32.40万 | 0.13% | 2,327 | 2,327 | — | $32.40万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $32.20万 | 0.13% | 556 | 556 | — | $32.20万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.80万 | 0.13% | 1,132 | -19 | -1.7% | -$5,337 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $30.40万 | 0.12% | 5,269 | 48 | 0.9% | $2,769 | 加仓 |
| QQQ | INVESCO QQQ TR | $28.30万 | 0.12% | 385 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $28.20万 | 0.11% | 391 | 391 | — | $28.20万 | 新建仓 |
| ACWI | ISHARES TR | $28.00万 | 0.11% | 1,789 | -285 | -13.7% | -$4.46万 | 减仓 |
| UNP | UNION PAC CORP | $26.20万 | 0.11% | 964 | 19 | 2.0% | $5,164 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $26.00万 | 0.11% | 6,153 | -138 | -2.2% | -$5,831 | 减仓 |
| VTI | VANGUARD INDEX FDS | $25.90万 | 0.11% | 702 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $25.50万 | 0.10% | 1,006 | -243 | -19.5% | -$6.16万 | 减仓 |
| IWR | ISHARES TR | $25.00万 | 0.10% | 2,272 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $24.30万 | 0.10% | 215 | 215 | — | $24.30万 | 新建仓 |
| WMT | WALMART INC 看跌期权 | $23.70万 | 0.10% | 2,100 | 2,100 | — | $23.70万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $23.10万 | 0.09% | 684 | 24 | 3.6% | $8,105 | 加仓 |
| ABBV | ABBVIE INC | $22.50万 | 0.09% | 897 | 2 | 0.2% | $502 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $22.40万 | 0.09% | 437 | -1 | -0.2% | -$513 | 减仓 |
| MS | MORGAN STANLEY | $22.30万 | 0.09% | 1,069 | 1,069 | — | $22.30万 | 新建仓 |
| GLW | CORNING INC | $22.10万 | 0.09% | 869 | 869 | — | $22.10万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $21.90万 | 0.09% | 1,740 | -144 | -7.6% | -$1.81万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $21.20万 | 0.09% | 1,114 | 1,114 | — | $21.20万 | 新建仓 |
| OKE | ONEOK INC NEW | $21.10万 | 0.09% | 2,435 | -71 | -2.8% | -$6,152 | 减仓 |
| ORCL | ORACLE CORP | $20.70万 | 0.08% | 1,417 | 296 | 26.4% | $4.32万 | 重新持有 |
| MRK | MERCK & CO INC | $20.70万 | 0.08% | 1,611 | 1,611 | — | $20.70万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $20.10万 | 0.08% | 4,980 | 4,980 | — | $20.10万 | 新建仓 |
| C | CITIGROUP INC | $20.00万 | 0.08% | 1,432 | 1,432 | — | $20.00万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $20.00万 | 0.08% | 101 | 101 | — | $20.00万 | 新建仓 |
| POWW | OUTDOOR HOLDING CO | $11.40万 | 0.05% | 50,000 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -11,784 | -100.0% | -$59.80万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -3,893 | -100.0% | -$26.60万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,466 | -100.0% | -$25.40万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,353 | -100.0% | -$24.00万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,364 | -100.0% | -$21.40万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -821 | -100.0% | -$20.30万 | 清仓 |
| WY | WEYERHAEUSER CO | $0 | 0.00% | 0 | -8,080 | -100.0% | -$20.00万 | 清仓 |
| — | NEXTPLAT CORP | $0 | 0.00% | 0 | -14,000 | -100.0% | -$6,000 | 清仓 |