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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 19
增持 71
减持 53
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$5.8M
11,414
+25%
增持
VTI
VANGUARD INDEX FDS
+$4.7M
66,144
+29%
清仓
VB
VANGUARD INDEX FDS
-$1.9M
0
-100%
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
META
META PLATFORMS INC
+$1.6M
6,098
+64%
增持
GOOGL
ALPHABET INC
+$1.6M
22,377
+74%
增持
AMZN
AMAZON COM INC
+$1.5M
27,133
+20%
增持
IVW
ISHARES TR
+$1.2M
113,389
+1%
增持
JPM
JPMORGAN CHASE &CO
+$919.0K
10,024
+57%
增持
USMV
ISHARES TR
+$880.6K
130,374
+2%
清仓
GOOG
ALPHABET INC
-$818.5K
0
-100%
减持
BA
BOEING CO
-$705.9K
706
-78%
增持
SPY
SPDR S&P 500 ETF TR
+$673.3K
7,268
+10%
增持
IVV
ISHARES TR
+$662.5K
11,783
+2%
增持
QCOM
QUALCOMM INC
+$646.2K
4,413
+532%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$645.4K
8,353
+6%
减持
NEWT
NEWTEKONE INC
-$610.5K
164,323
-6%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$468.1K
1,500
+2900%
增持
VTV
VANGUARD INDEX FDS
+$383.3K
26,423
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$360.9K
2,020
+7980%
增持
LLY
ELI LILLY &CO
+$360.8K
1,051
+34%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$355.2K
45,174
+3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$350.0K
44,900
+17%
减持
VUG
VANGUARD INDEX FDS
+$304.5K
12,989
-3%
增持
PG
PROCTER AND GAMBLE CO
+$267.6K
9,726
+9%
增持
PYPL
PAYPAL HLDGS INC
+$266.4K
4,160
+1980%
减持
ILCV
ISHARES TR
+$257.8K
87,932
-4%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$252.8K
19,595
+53%
增持
AAPL
APPLE INC
+$250.6K
30,987
+18%
增持
CALF
PACER FDS TR
+$239.1K
37,912
+12%
减持
—
EXXON MOBIL CORP
+$228.0K
14,631
-1%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$226.5K
95,470
+2%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$220.8K
19,142
+23%
减持
MSFT
MICROSOFT CORP
+$219.3K
9,635
-6%
增持
SPXL
DIREXION SHS ETF TR
+$201.3K
4,368
+3480%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$201.2K
69,839
+1%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$181.6K
500
-75%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$178.6K
63,218
+1%
建仓
MGM
MGM RESORTS INTERNATIONAL
+$177.0K
3,750
减持
ADBE
ADOBE INC
-$167.7K
286
-45%
增持
XT
ISHARES TR
+$162.6K
89,382
+4%
增持
COWZ
PACER FDS TR
+$159.5K
10,992
+19%
减持
HWM
HOWMET AEROSPACE INC
+$155.0K
12,069
-3%
增持
IBTG
ISHARES TR
+$143.6K
19,412
+49%
减持
MRK
MERCK &CO INC
+$143.6K
6,880
-2%
增持
IBTH
ISHARES TR
+$140.9K
10,600
+152%
建仓
NBBK
NB BANCORP INC
+$136.6K
10,000
减持
—
LAM RESEARCH CORP
-$133.6K
234
-49%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$132.9K
29,517
+0%
增持
—
ISHARES TR
+$130.0K
26,487
+27%
建仓
CG
CARLYLE GROUP INC
+$122.0K
2,600
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$120.3K
8,965
-24%
减持
SLYG
SPDR SER TR
+$118.5K
51,939
-2%
增持
IBTI
ISHARES TR
+$117.9K
7,250
+292%
减持
ARKK
ARK ETF TR
-$115.5K
2,173
-49%
增持
IWD
ISHARES TR
+$108.9K
7,839
+0%
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$105.3K
4,722
+16%
减持
DIS
DISNEY WALT CO
+$101.1K
3,434
-3%
增持
BX
BLACKSTONE INC
+$98.5K
1,696
+79%
增持
ZS
ZSCALER INC
+$94.5K
547
+1016%
减持
MET
METLIFE INC
+$92.6K
13,732
-2%
增持
AVGO
BROADCOM INC
+$88.5K
76
+591%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$81.5K
42,499
-6%
建仓
HACK
AMPLIFY ETF TR
+$76.6K
1,195
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$76.1K
10,651
+18%
增持
SCHB
SCHWAB STRATEGIC TR
+$75.3K
13,767
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$74.2K
2,677
+0%
清仓
—
ETF MANAGERS TR
-$72.2K
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$71.2K
26,785
+4%
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$71.0K
1,000
增持
NKE
NIKE INC
-$70.1K
4,818
+0%
减持
PPG
PPG INDS INC
-$65.4K
336
-56%
建仓
CBUS
CIBUS INC
+$65.1K
2,899
增持
DFAU
DIMENSIONAL ETF TRUST
+$62.9K
19,111
+0%
建仓
MOH
MOLINA HEALTHCARE INC
+$61.6K
150
减持
XYL
XYLEM INC
+$59.2K
4,341
-1%
增持
CRM
SALESFORCE INC
+$56.9K
285
+159%
减持
UNH
UNITEDHEALTH GROUP INC
-$56.1K
1,019
-4%
减持
TSLA
TESLA INC
-$52.5K
705
-1%
建仓
IBIC
ISHARES TR
+$51.1K
2,000
建仓
—
ISHARES TR
+$51.1K
2,000
减持
ALGN
ALIGN TECHNOLOGY INC
-$50.5K
323
-43%
减持
PANW
PALO ALTO NETWORKS INC
-$49.4K
1,080
-11%
建仓
RDDT
REDDIT INC
+$49.3K
1,000
减持
HEI
HEICO CORP NEW
-$48.9K
2,675
-15%
减持
MTB
M &T BK CORP
+$48.6K
10,925
-3%
建仓
DAL
DELTA AIR LINES INC DEL
+$47.9K
1,000
增持
IBDT
ISHARES TR
+$47.2K
5,260
+58%
建仓
S
SENTINELONE INC
+$46.6K
2,000
减持
EMR
EMERSON ELEC CO
+$46.6K
6,380
-8%
减持
AMGN
AMGEN INC
-$45.5K
888
-14%
清仓
WPC
WP CAREY INC
-$45.5K
0
-100%
建仓
IBIE
ISHARES TR
+$44.7K
1,750
建仓
IBID
ISHARES TR
+$44.7K
1,750
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$44.3K
6,331
-3%
减持
PSEC
PROSPECT CAP CORP
-$43.6K
43,956
-8%
增持
NVO
NOVO-NORDISK A S
+$43.5K
1,225
+11%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$42.7K
6,320
-3%
增持
IWM
ISHARES TR
+$42.2K
216
+1250%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$41.1K
2,662
-15%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$38.3K
3,444
+28%
建仓
MELI
MERCADOLIBRE INC
+$37.8K
25
减持
XEVVX
EATON VANCE LTD DURATION INC
-$37.7K
10,202
-29%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$37.7K
2,588
-4%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$36.4K
26,039
-3%
增持
—
DUPONT DE NEMOURS INC
+$35.4K
2,145
+28%
增持
COP
CONOCOPHILLIPS
+$35.2K
3,051
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$34.5K
7,630
-19%
增持
JNJ
JOHNSON &JOHNSON
+$33.3K
9,918
+1%
增持
IEFA
ISHARES TR
+$33.2K
8,272
+0%
建仓
—
CYBERARK SOFTWARE LTD
+$33.2K
125
减持
PFF
ISHARES TR
-$33.0K
12,818
-10%
减持
CMCSA
COMCAST CORP NEW
-$31.5K
2,168
-24%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$31.0K
9,189
-4%
增持
DOW
DOW INC
+$30.1K
1,431
+49%
增持
CTVA
CORTEVA INC
+$29.9K
920
+90%
减持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$28.9K
5,980
-3%
清仓
PRFZ
INVESCO EXCHANGE TRADED FD T
-$28.1K
0
-100%
清仓
CGUS
CAPITAL GROUP CORE EQUITY ET
-$28.0K
0
-100%
减持
ORI
OLD REP INTL CORP
-$27.7K
18,112
-9%
增持
WM
WASTE MGMT INC DEL
+$27.4K
801
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$27.3K
708
-7%
减持
HON
HONEYWELL INTL INC
-$26.7K
1,355
-7%
建仓
—
TILRAY BRANDS INC
+$25.9K
10,500
增持
ITOT
ISHARES TR
+$25.6K
2,498
+0%
增持
HDV
ISHARES TR
+$25.3K
2,936
+0%
减持
INTC
INTEL CORP
-$25.1K
3,598
-2%
清仓
—
TEXTAINER GROUP HOLDINGS LTD
-$24.6K
0
-100%
减持
DVYE
ISHARES INC
-$24.2K
19,711
-3%
减持
WASH
WASHINGTON TR BANCORP INC
-$23.1K
3,995
-1%
建仓
IBDU
ISHARES TR
+$22.8K
1,000
增持
LDP
COHEN &STEERS LTD DURATION
+$21.7K
12,386
+1%
减持
TGT
TARGET CORP
+$21.2K
788
-5%
减持
HYG
ISHARES TR
-$20.4K
4,134
-6%
增持
ET
ENERGY TRANSFER L P
+$19.5K
9,644
+1%
增持
MKL
MARKEL GROUP INC
+$19.5K
52
+24%
增持
DHR
DANAHER CORPORATION
+$19.4K
425
+13%
减持
VIOV
VANGUARD ADMIRAL FDS INC
-$19.4K
3,344
-6%
建仓
ROBT
FIRST TR EXCHANGE-TRADED FD
+$19.2K
425
增持
VO
VANGUARD INDEX FDS
+$19.1K
1,093
+0%
增持
IMCB
ISHARES TR
+$18.7K
3,157
+0%
减持
PFE
PFIZER INC
-$18.5K
15,370
-1%
减持
BNY
BANK NEW YORK MELLON CORP
+$18.1K
4,178
-2%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$17.9K
1,414
-37%
增持
JRI
NUVEEN REAL ASSET INCOME &G
+$17.9K
2,000
+300%
增持
DVY
ISHARES TR
+$17.3K
2,629
+1%
增持
DOV
DOVER CORP
+$16.8K
717
+0%
减持
FTF
FRANKLIN LTD DURATION INCOME
-$16.2K
17,350
-14%
增持
IJR
ISHARES TR
+$16.2K
7,083
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$15.9K
18,395
+0%
减持
NEE
NEXTERA ENERGY INC
-$15.7K
1,176
-21%
