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BARRETT & COMPANY, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BARRETT & COMPANY, INC.
报告期 2026-03-31 · CIK 0000887602
持仓数
651
前50大市值合计
$228.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 9
增持 92
减持 39
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$1.5M
11,632
-8%
减持
AAPL
APPLE INC
+$757.8K
26,812
-5%
增持
VTI
VANGUARD INDEX FDS
+$675.6K
36,382
+3%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VUG
VANGUARD INDEX FDS
+$669.9K
14,416
+5%
增持
IVW
ISHARES TR
+$642.8K
108,179
+1%
减持
NEWT
NEWTEKONE INC
-$634.1K
182,980
-0%
减持
MTB
M &T BK CORP
-$615.4K
20,344
-3%
增持
AMZN
AMAZON COM INC
+$581.5K
29,707
+0%
增持
MSFT
MICROSOFT CORP
+$547.0K
10,313
+2%
增持
BAC
BANK AMERICA CORP
+$523.2K
20,633
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$500.1K
787
-0%
增持
XT
ISHARES TR
+$483.2K
85,579
+1%
减持
ILCV
ISHARES TR
-$308.6K
86,890
-6%
增持
META
META PLATFORMS INC
+$298.8K
3,045
+6%
增持
CALF
PACER FDS TR
+$282.2K
21,638
+44%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$270.2K
63,355
+3%
增持
HEI
HEICO CORP NEW
+$240.6K
3,133
+63%
减持
IVV
ISHARES TR
+$239.7K
11,675
-2%
增持
ARKK
ARK ETF TR
+$219.0K
7,061
+235%
增持
MET
METLIFE INC
-$207.2K
14,790
+1%
增持
—
LAM RESEARCH CORP
+$204.3K
406
+1524%
建仓
PANW
PALO ALTO NETWORKS INC
+$202.7K
1,015
增持
—
ISHARES TR
+$197.8K
53,260
+17%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$196.3K
575
+667%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$196.3K
65,547
-1%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$194.6K
0
-100%
增持
JNJ
JOHNSON &JOHNSON
-$190.3K
9,258
+1%
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$185.4K
2,000
增持
CVS
CVS HEALTH CORP
-$183.7K
11,365
+3%
清仓
—
ISHARES TR
-$183.4K
0
-100%
增持
ALGN
ALIGN TECHNOLOGY INC
+$181.1K
571
+1141%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$154.8K
8,187
+1%
增持
PFE
PFIZER INC
-$139.1K
16,177
+4%
增持
ICOW
PACER FDS TR
+$130.6K
9,739
+68%
清仓
SBNY
SIGNATURE BK NEW YORK N Y
-$130.4K
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$128.5K
29,340
+8%
增持
IBDR
ISHARES TR
+$125.7K
8,725
+151%
减持
UNH
UNITEDHEALTH GROUP INC
-$123.0K
654
-20%
增持
USMV
ISHARES TR
+$117.0K
126,133
+0%
增持
IBDS
ISHARES TR
+$115.6K
6,716
+253%
增持
T
AT&T INC
+$102.5K
13,642
+57%
增持
—
ISHARES TR
+$100.0K
38,417
+11%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$96.4K
7,713
+84%
增持
CVX
CHEVRON CORP NEW
-$87.6K
6,188
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$87.6K
4,428
-2%
减持
EMR
EMERSON ELEC CO
-$85.6K
6,601
-4%
增持
BF/B
BROWN FORMAN CORP
+$77.5K
3,754
+51%
增持
IBTG
ISHARES TR
+$77.4K
12,384
+35%
增持
VB
VANGUARD INDEX FDS
+$72.5K
6,610
+3%
增持
ABT
ABBOTT LABS
+$72.4K
2,905
+84%
增持
VNQ
VANGUARD INDEX FDS
+$72.2K
5,505
+18%
减持
HON
HONEYWELL INTL INC
-$70.6K
2,152
-4%
增持
VIOV
VANGUARD ADMIRAL FDS INC
-$70.2K
2,954
+50%
减持
XLF
SELECT SECTOR SPDR TR
-$67.2K
4,438
-28%
建仓
BL
BLACKLINE INC
+$67.2K
1,000
减持
IWD
ISHARES TR
-$67.0K
8,502
-5%
增持
—
ISHARES TR
+$66.4K
20,322
+15%
增持
COWZ
PACER FDS TR
+$65.6K
4,253
+47%
增持
—
ISHARES TR
+$64.0K
36,000
+7%
增持
CMCSA
COMCAST CORP NEW
+$63.9K
2,486
+186%
建仓
FICS
FIRST TR EXCHANGE-TRADED FD
+$62.9K
2,000
减持
BA
BOEING CO
-$62.6K
4,092
-16%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$61.8K
87,725
+1%
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$61.0K
3,083
+10%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$58.5K
713
减持
PPG
PPG INDS INC
-$58.0K
690
-42%
增持
—
ISHARES TR
+$55.1K
22,820
+10%
清仓
RWX
SPDR INDEX SHS FDS
-$49.7K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$47.3K
9,563
+16%
建仓
PRFZ
INVESCO EXCHANGE TRADED FD T
+$47.2K
287
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$47.2K
18,225
+3%
增持
IEFA
ISHARES TR
+$47.1K
7,989
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$46.4K
9,254
+6%
增持
SCHB
SCHWAB STRATEGIC TR
+$44.0K
14,051
+0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$43.6K
965
-23%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$43.0K
26,875
+2%
增持
IBTH
ISHARES TR
+$39.6K
4,200
+68%
减持
COP
CONOCOPHILLIPS
-$39.5K
2,805
-24%
增持
CSCO
CISCO SYS INC
+$38.9K
8,047
+0%
减持
HWM
HOWMET AEROSPACE INC
+$38.3K
14,174
-1%
减持
MINT
PIMCO ETF TR
-$36.1K
3,851
-9%
增持
IBDT
ISHARES TR
+$35.6K
2,306
+156%
减持
MRK
MERCK &CO INC
-$35.6K
6,824
-1%
减持
VOO
VANGUARD INDEX FDS
+$35.4K
1,646
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$33.1K
13,771
+0%
减持
DFAU
DIMENSIONAL ETF TRUST
+$32.7K
19,703
-0%
增持
PEY
INVESCO EXCHANGE TRADED FD T
-$32.6K
46,057
+0%
增持
SCHW
SCHWAB CHARLES CORP
-$32.4K
1,588
+14%
增持
GE
GENERAL ELECTRIC CO
+$32.4K
2,163
+4%
清仓
JRI
NUVEEN REAL ASSET INCOME &G
-$30.1K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$30.1K
1,326
-14%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$28.6K
14,097
+3%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
-$28.3K
3,998
-38%
增持
VTV
VANGUARD INDEX FDS
+$27.9K
26,442
+2%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$27.7K
1,178
建仓
VXUS
VANGUARD STAR FDS
+$27.6K
500
减持
DOC
HEALTHPEAK PROPERTIES INC
-$26.5K
2,996
-19%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$25.9K
3,251
-1%
增持
SHY
ISHARES TR
+$25.8K
9,650
+2%
减持
GSK
GSK PLC
-$25.7K
7,404
-10%
减持
SLYG
SPDR SER TR
+$25.6K
52,610
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$25.2K
6,873
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$25.0K
11,664
+1%
增持
XYL
XYLEM INC
-$24.8K
4,376
+0%
增持
TER
TERADYNE INC
+$24.5K
1,213
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$24.0K
713
-25%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$23.9K
2,509
+0%
增持
IJS
ISHARES TR
+$23.7K
5,156
+3%
增持
PG
PROCTER AND GAMBLE CO
-$23.5K
8,530
+202%
增持
LLY
LILLY ELI &CO
-$23.4K
1,111
+0%
增持
FDX
FEDEX CORP
+$22.5K
403
+0%
增持
INTC
INTEL CORP
+$22.2K
3,550
+0%
增持
JPM
JPMORGAN CHASE &CO
-$22.0K
6,140
+0%
增持
BTX
BLACKROCK INNOVATION AND GRW
+$22.0K
15,753
+3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$21.6K
812
-16%
增持
TW
TRADEWEB MKTS INC
+$21.3K
615
+46%
增持
BIV
VANGUARD BD INDEX FDS
+$21.2K
6,205
+1%
增持
TIP
ISHARES TR
+$21.1K
1,352
+12%
清仓
EQIX
EQUINIX INC
-$19.9K
0
-100%
增持
IVE
ISHARES TR
+$19.0K
2,802
+0%
清仓
COIN
COINBASE GLOBAL INC
-$18.6K
0
-100%
减持
DFAI
DIMENSIONAL ETF TRUST
+$18.0K
11,564
-1%
清仓
CVV
CVD EQUIP CORP
-$17.9K
0
-100%
减持
ORI
OLD REP INTL CORP
+$16.4K
22,063
-0%
减持
HLN
HALEON PLC
-$16.3K
8,851
-20%
增持
LMT
LOCKHEED MARTIN CORP
-$15.9K
1,464
+1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$15.9K
7,146
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$15.8K
6,715
+0%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$15.8K
1,457
+1%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$15.8K
11,078
-5%
减持
KHC
KRAFT HEINZ CO
-$15.4K
2,610
-9%
增持
ITOT
ISHARES TR
+$14.8K
2,474
+0%
增持
AMGN
AMGEN INC
+$14.1K
1,024
+15%
增持
OLN
OLIN CORP
+$14.0K
5,235
+0%
增持
TGT
TARGET CORP
+$13.9K
825
+0%
减持
BX
BLACKSTONE INC
+$13.6K
1,120
-2%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$13.5K
6,145
+3%
增持
LDP
COHEN &STEERS LTD DURATION
-$13.5K
12,450
+1%
增持
PFF
ISHARES TR
+$13.4K
18,565
+0%
增持
CME
CME GROUP INC
+$13.3K
451
+4%
清仓
—
STERIS PLC
-$12.9K
0
-100%
增持
WASH
WASHINGTON TR BANCORP INC
-$12.7K
2,909
+21%
减持
DVYE
ISHARES INC
+$12.5K
22,503
-90%
清仓
—
NEW YORK MTG TR INC
-$11.8K
0
-100%
减持
—
ARCONIC CORPORATION
-$11.5K
42
-93%
建仓
ADAM
NEW YORK MTG TR INC
+$11.5K
1,152
增持
PBA
PEMBINA PIPELINE CORP
-$10.8K
7,426
+0%
增持
SO
SOUTHERN CO
+$10.3K
216
+227%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$10.2K
985
+68%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$10.2K
75
+25%
