小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 6
增持 77
减持 54
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$3.7M
91,100
+6%
增持
IVW
ISHARES TR
+$2.8M
154,458
+7%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.6M
94,589
+23%
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。
减持
NVDA
NVIDIA CORPORATION
+$1.5M
73,503
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.3M
29,299
+20%
增持
USMV
ISHARES TR
+$1.2M
168,720
+6%
增持
VB
VANGUARD INDEX FDS
+$1.0M
17,632
+21%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$891.7K
9,297
+13%
增持
ILCV
ISHARES TR
+$890.4K
95,408
+3%
减持
AAPL
APPLE INC
+$860.7K
28,235
-8%
增持
IXUS
ISHARES TR
+$778.6K
24,367
+53%
增持
SPY
SPDR S&P 500 ETF TR
+$745.3K
9,229
+6%
增持
VUG
VANGUARD INDEX FDS
+$677.1K
13,039
+3%
增持
XT
ISHARES TR
+$670.5K
92,993
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$622.4K
595
-67%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$616.4K
130,487
+8%
增持
GOOGL
ALPHABET INC
+$603.9K
9,019
+0%
减持
IVV
ISHARES TR
+$540.0K
12,368
-1%
减持
GOOG
ALPHABET INC
+$474.7K
9,912
-9%
增持
VTV
VANGUARD INDEX FDS
+$439.5K
25,959
+4%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$359.9K
67,798
+5%
增持
CALF
PACER FDS TR
+$291.5K
54,584
+4%
增持
IBDT
ISHARES TR
+$274.6K
31,970
+50%
减持
SLYG
SPDR SERIES TRUST
+$270.8K
50,547
-0%
增持
HWM
HOWMET AEROSPACE INC
+$229.3K
10,402
+7%
增持
AVGO
BROADCOM INC
+$228.3K
803
+504%
减持
JPM
JPMORGAN CHASE &CO.
+$222.9K
10,699
-2%
减持
JNJ
JOHNSON &JOHNSON
+$203.5K
9,096
-6%
减持
META
META PLATFORMS INC
-$202.9K
6,440
-4%
减持
LLY
ELI LILLY &CO
-$181.1K
522
-30%
减持
MSFT
MICROSOFT CORP
-$176.0K
8,348
-8%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$174.9K
62,032
-0%
建仓
APP
APPLOVIN CORP
+$163.1K
227
减持
PANW
PALO ALTO NETWORKS INC
-$158.7K
1,072
-42%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$156.2K
10,876
+92%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$141.0K
31,125
+0%
建仓
IBDW
ISHARES TR
+$140.0K
6,735
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$138.3K
48,354
+0%
增持
WCMI
FIRST TR EXCHANGE-TRADED FD
+$137.1K
30,100
+29%
增持
IEFA
ISHARES TR
+$120.5K
9,668
+12%
增持
DVY
ISHARES TR
+$119.8K
4,045
+18%
减持
BSX
BOSTON SCIENTIFIC CORP
-$119.6K
3,442
-19%
增持
LDDR
STONE RIDGE TR
+$118.2K
9,145
+20%
减持
ET
ENERGY TRANSFER L P
-$111.8K
12,018
-31%
增持
GRNY
TIDAL TRUST I
+$107.4K
8,925
+75%
增持
IBTH
ISHARES TR
+$100.7K
38,038
+13%
减持
AMZN
AMAZON COM INC
-$100.1K
23,002
-2%
增持
IBDR
ISHARES TR
+$99.4K
28,501
+17%
清仓
—
LINDE PLC
-$98.5K
0
-100%
清仓
IBTL
ISHARES TR
-$92.1K
0
-100%
增持
BAC
BANK AMERICA CORP
+$90.4K
21,141
+0%
增持
GE
GE AEROSPACE
+$89.8K
2,065
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$88.9K
1,925
-32%
清仓
WSO
WATSCO INC
-$88.3K
0
-100%
减持
HEI
HEICO CORP NEW
-$87.3K
2,997
-7%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$86.9K
26,386
+2%
增持
NSSC
NAPCO SEC TECHNOLOGIES INC
+$79.9K
6,013
+0%
增持
TSLA
TESLA INC
+$79.7K
620
+0%
减持
V
VISA INC
-$79.5K
597
-25%
建仓
QTUM
ETF SER SOLUTIONS
+$78.8K
751
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$78.6K
19,547
-1%
增持
—
EXXON MOBIL CORP
+$78.3K
15,792
+0%
增持
IWD
ISHARES TR
+$78.2K
8,102
+0%
增持
IBDU
ISHARES TR
+$71.1K
7,958
+61%
减持
HON
HONEYWELL INTL INC
-$69.8K
1,384
-11%
减持
TPG
TPG INC
-$69.4K
1,850
-45%
减持
PYPL
PAYPAL HLDGS INC
-$68.3K
3,260
-16%
增持
IJR
ISHARES TR
+$67.0K
7,016
+0%
增持
IBDV
ISHARES TR
+$66.8K
5,086
+144%
减持
XLE
SELECT SECTOR SPDR TR
-$66.2K
364
-69%
增持
DFAU
DIMENSIONAL ETF TRUST
+$66.1K
17,546
+1%
增持
GLW
CORNING INC
+$60.9K
2,054
+0%
增持
NFLX
NETFLIX INC
+$59.2K
151
+66%
减持
VRT
VERTIV HOLDINGS CO
-$56.9K
325
-61%
减持
SMCI
SUPER MICRO COMPUTER INC
-$56.2K
2,800
-28%
减持
HD
HOME DEPOT INC
-$55.3K
314
-37%
增持
IBTI
ISHARES TR
+$54.8K
23,928
+11%
减持
BSY
BENTLEY SYS INC
-$54.7K
300
-77%
增持
ORI
OLD REP INTL CORP
+$54.3K
13,225
+0%
增持
IBTJ
ISHARES TR
+$53.5K
10,660
+29%
减持
SCHB
SCHWAB STRATEGIC TR
+$53.4K
40,581
-2%
减持
UNP
UNION PAC CORP
-$53.1K
341
-41%
减持
DOV
DOVER CORP
-$51.3K
390
-39%
减持
TJX
TJX COS INC NEW
-$50.2K
86
-83%
增持
IBTK
ISHARES TR
+$48.3K
6,588
+58%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$47.1K
100
-60%
增持
DFAI
DIMENSIONAL ETF TRUST
+$46.2K
25,851
+0%
减持
MCD
MCDONALDS CORP
-$45.4K
705
-21%
增持
PG
PROCTER AND GAMBLE CO
-$44.6K
9,003
+1%
减持
PGR
PROGRESSIVE CORP
-$44.3K
11
-94%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$44.0K
8,967
+9%
增持
ICOW
PACER FDS TR
+$43.9K
18,251
+0%
清仓
PLD
PROLOGIS INC.
-$43.6K
0
-100%
清仓
BF/A
BROWN FORMAN CORP
-$43.4K
0
-100%
增持
BF/B
BROWN FORMAN CORP
+$42.9K
4,074
+63%
清仓
RRC
RANGE RES CORP
-$41.0K
0
-100%
减持
MKL
MARKEL GROUP INC
-$41.0K
12
-63%
减持
BLK
BLACKROCK INC
-$39.2K
24
-63%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$39.0K
131
-48%
增持
COWZ
PACER FDS TR
+$36.6K
15,297
+0%
减持
XLF
SELECT SECTOR SPDR TR
-$36.1K
2,129
-26%
增持
CVS
CVS HEALTH CORP
+$35.9K
5,554
+0%
清仓
AIG
AMERICAN INTL GROUP INC
-$35.1K
0
-100%
减持
DHR
DANAHER CORPORATION
-$34.3K
345
-34%
减持
CPRT
COPART INC
-$34.0K
870
-42%
减持
EMR
EMERSON ELEC CO
-$33.7K
5,741
-3%
减持
PSEC
PROSPECT CAP CORP
-$33.3K
44,773
-9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$33.2K
2,730
+0%
减持
MTB
M &T BK CORP
-$32.9K
9,601
-4%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$32.7K
11,918
+0%
增持
DIS
DISNEY WALT CO
-$32.2K
3,416
+0%
清仓
NVS
NOVARTIS AG
-$31.5K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$30.8K
0
-100%
减持
LRCX
LAM RESEARCH CORP
-$30.2K
262
-61%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$30.0K
541
+0%
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$30.0K
3,106
+0%
减持
IJS
ISHARES TR
+$29.3K
4,943
-5%
增持
PEY
INVESCO EXCHANGE TRADED FD T
+$28.6K
39,860
+0%
清仓
—
PIONEER HIGH INCOME FUND INC
-$28.3K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$27.4K
6,498
-2%
增持
GS
GOLDMAN SACHS GROUP INC
+$27.0K
293
+1%
增持
ITOT
ISHARES TR
+$26.9K
2,510
+0%
减持
UNH
UNITEDHEALTH GROUP INC
+$26.8K
1,145
-3%
清仓
EQT
EQT CORP
-$26.8K
0
-100%
减持
QCOM
QUALCOMM INC
+$26.5K
5,178
-1%
建仓
IBDY
ISHARES TR
+$26.2K
1,000
建仓
—
ALCON AG
+$26.1K
350
减持
ZS
ZSCALER INC
-$26.0K
175
-30%
增持
IUSG
ISHARES TR
+$25.1K
1,552
+1%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$24.9K
5,625
+15%
增持
MET
METLIFE INC
+$24.6K
11,194
+0%
减持
NEE
NEXTERA ENERGY INC
-$24.3K
976
-31%
减持
WEC
WEC ENERGY GROUP INC
-$24.2K
540
-35%
增持
PBA
PEMBINA PIPELINE CORP
+$23.8K
7,280
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$23.3K
490
+1%
增持
QQEW
FIRST TR EXCHANGE-TRADED FD
+$22.5K
4,870
+0%
建仓
FDIG
FIDELITY COVINGTON TRUST
+$22.1K
450
清仓
—
MEDTRONIC PLC
-$21.7K
0
-100%
清仓
SPXL
DIREXION SHS ETF TR
-$21.4K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$21.4K
549
+1%
减持
ADBE
ADOBE INC
-$20.9K
23
-69%
减持
PFF
ISHARES TR
-$20.3K
7,100
-11%
增持
IDV
ISHARES TR
+$18.6K
7,759
+1%
增持
IGV
ISHARES TR
+$18.5K
223
+243%
增持
PFE
PFIZER INC
+$18.3K
14,477
+0%
增持
HDV
ISHARES TR
+$17.0K
3,002
+0%
增持
VIS
VANGUARD WORLD FD
+$16.7K
169
+42%
增持
ETV
EATON VANCE TAX-MANAGED BUY-
+$16.6K
3,600
+44%
增持
COP
CONOCOPHILLIPS
+$16.1K
3,124
+0%
增持
NVO
NOVO-NORDISK A S
-$15.3K
1,169
+1%