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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 9
增持 76
减持 54
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
GOOG
ALPHABET INC
-$3.6M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$2.6M
64,589
-13%
增持
GOOGL
ALPHABET INC
+$2.3M
17,802
+97%
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
META
META PLATFORMS INC
-$1.9M
5,686
-27%
减持
IVW
ISHARES TR
-$1.7M
156,870
-0%
减持
MSFT
MICROSOFT CORP
-$1.6M
7,422
-17%
增持
—
EXXON MOBIL CORP
+$1.1M
19,131
+6%
减持
VUG
VANGUARD INDEX FDS
-$894.0K
12,075
-4%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$790.1K
0
-100%
减持
AMZN
AMAZON COM INC
-$757.4K
22,964
-4%
增持
IXUS
ISHARES TR
+$531.3K
36,627
+17%
增持
AAPL
APPLE INC
-$485.4K
27,636
+0%
建仓
LDSF
FIRST TR EXCHNG TRADED FD VI
+$407.3K
21,525
建仓
HISF
FIRST TR EXCHANGE-TRADED FD
+$388.0K
8,750
减持
GRID
FIRST TR EXCHANGE-TRADED FD
-$379.3K
1,268
-67%
增持
JNJ
JOHNSON &JOHNSON
+$369.2K
8,773
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$356.0K
101,353
+3%
减持
CVX
CHEVRON CORPORATION
+$349.0K
6,694
-2%
增持
IVV
ISHARES TR
-$333.8K
12,527
+1%
减持
PANW
PALO ALTO NETWORKS INC
-$297.8K
238
-87%
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$297.4K
14,332
增持
VTI
VANGUARD INDEX FDS
-$291.8K
97,024
+4%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$287.1K
9,318
+0%
增持
LDDR
STONE RIDGE TR
+$285.8K
15,746
+32%
增持
BCKT
STONE RIDGE TR
+$274.8K
10,425
+161%
减持
QCOM
QUALCOMM INC
-$237.4K
5,055
-3%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$233.0K
19,394
+177%
清仓
QTUM
ETF SER SOLUTIONS
-$228.1K
0
-100%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$228.0K
21,399
+54%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$221.4K
134,540
+2%
增持
JPM
JPMORGAN CHASE &CO
-$221.0K
9,546
+2%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$218.8K
100
-82%
减持
ILCV
ISHARES TR
-$212.7K
93,588
-1%
增持
IBDT
ISHARES TR
+$211.4K
46,536
+22%
减持
HYG
ISHARES TR
-$207.4K
1,518
-63%
减持
AVGO
BROADCOM INC
-$201.1K
153
-79%
增持
SLYG
SPDR SERIES TRUST
+$194.1K
51,266
+1%
减持
XT
ISHARES TR
-$178.6K
93,972
-0%
增持
IBDS
ISHARES TR
+$171.8K
63,106
+13%
减持
XLK
SELECT SECTOR SPDR TR
-$162.9K
1,322
-44%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$155.6K
61,399
+2%
减持
VRT
VERTIV HOLDINGS CO
-$153.5K
325
-78%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$149.0K
74,704
+5%
清仓
MP
MP MATERIALS CORP
-$146.5K
0
-100%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$145.8K
49,409
+3%
增持
VTV
VANGUARD INDEX FDS
+$141.5K
25,365
+0%
减持
HWM
HOWMET AEROSPACE INC
+$132.3K
9,716
-5%
增持
WCMI
FIRST TR EXCHANGE-TRADED FD
+$129.0K
44,307
+23%
增持
DVYE
ISHARES INC
+$124.5K
21,506
+9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$118.8K
2,569
+2%
增持
IBDU
ISHARES TR
+$114.1K
22,503
+29%
清仓
IBTL
ISHARES TR
-$113.8K
0
-100%
增持
IBDW
ISHARES TR
+$112.6K
7,735
+253%
减持
TDG
TRANSDIGM GROUP INC
-$111.1K
134
-33%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$108.1K
7,090
+8%
增持
COP
CONOCOPHILLIPS
+$106.4K
2,747
+0%
建仓
LIFT
STONE RIDGE TR
+$104.9K
3,950
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$102.3K
990
-29%
增持
GLW
CORNING INC
+$102.0K
2,087
+1%
减持
IBTJ
ISHARES TR
-$100.2K
10,960
-29%
增持
HON
HONEYWELL INTL INC
+$99.9K
1,639
+18%
减持
GEV
GE VERNOVA INC
+$98.6K
461
-1%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$91.2K
13,923
+17%
减持
BSV
VANGUARD BD INDEX FDS
-$91.1K
9,302
-11%
增持
MET
METLIFE INC
-$88.1K
11,093
+0%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
+$86.3K
9,214
-1%
减持
ORI
OLD REP INTL CORP
-$82.5K
13,076
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$81.2K
31,411
+1%
减持
PYPL
PAYPAL HLDGS INC
-$80.3K
2,045
-31%
建仓
CGVV
CAPITAL GROUP EQUITY ETF TR
+$80.3K
3,000
增持
IBTH
ISHARES TR
+$80.2K
46,233
+9%
增持
HEI
HEICO CORP NEW
-$79.3K
1,607
+0%
增持
IBDR
ISHARES TR
+$79.2K
31,769
+11%
增持
LLY
ELI LILLY &CO
-$76.6K
520
+1%
增持
WASH
WASHINGTON TR BANCORP INC
+$75.2K
5,500
+49%
减持
XYL
XYLEM INC
-$74.5K
3,756
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$68.7K
5,388
+13%
增持
LMT
LOCKHEED MARTIN CORP
+$68.4K
555
+0%
增持
ICOW
PACER FDS TR
+$67.7K
17,773
+0%
建仓
DELL
DELL TECHNOLOGIES INC
+$65.7K
400
增持
MU
MICRON TECHNOLOGY INC
+$61.8K
499
+33%
增持
VXUS
VANGUARD STAR FDS
+$59.4K
1,700
+79%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$59.1K
23,075
-5%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$58.4K
28,767
+5%
减持
VOO
VANGUARD INDEX FDS
-$57.7K
1,738
-1%
增持
COF
CAPITAL ONE FINL CORP
-$54.1K
943
+1%
减持
PG
PROCTER &GAMBLE CO
-$53.1K
7,908
-5%
增持
PBA
PEMBINA PIPELINE CORP
+$51.8K
7,395
+1%
增持
CAT
CATERPILLAR INC
+$50.5K
288
+7%
清仓
XLP
SELECT SECTOR SPDR TR
-$50.3K
0
-100%
增持
NFLX
NETFLIX INC.
+$50.2K
1,407
+55%
增持
NKE
NIKE INC
-$49.9K
4,648
+0%
减持
GE
GE AEROSPACE
-$49.6K
1,796
-1%
增持
DIS
DISNEY WALT CO
-$49.2K
3,521
+3%
减持
CVS
CVS HEALTH CORP
-$48.2K
4,364
-4%
减持
TSLA
TESLA INC
-$48.1K
605
-0%
建仓
ARM
ARM HOLDINGS PLC
+$45.4K
300
增持
DVY
ISHARES TR
+$45.2K
4,098
+1%
增持
SCHB
SCHWAB STRATEGIC TR
-$44.9K
40,662
+0%
增持
CALF
PACER FDS TR
+$44.1K
51,928
+1%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$43.7K
32,720
+4%
增持
HDV
ISHARES TR
+$43.6K
3,023
+0%
减持
ETW
EATON VANCE TAX-MANAGED GLOB
-$42.4K
2,250
-66%
清仓
—
NEBIUS GROUP N.V.
-$41.9K
0
-100%
增持
PFE
PFIZER INC
+$41.5K
13,030
+0%
增持
XLY
SELECT SECTOR SPDR TR
+$41.4K
1,772
+57%
减持
CMCSA
COMCAST CORP NEW
-$41.2K
1,107
-55%
减持
MTB
M &T BK CORP
+$40.6K
9,076
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$39.9K
1,275
+24%
清仓
ZS
ZSCALER INC
-$39.4K
0
-100%
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$37.7K
4,350
减持
ITOT
ISHARES TR
-$37.5K
2,341
-6%
增持
DFAI
DIMENSIONAL ETF TRUST
+$37.0K
25,461
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
+$36.6K
6,495
-9%
减持
VB
VANGUARD INDEX FDS
+$35.7K
17,362
-1%
增持
COWZ
PACER FDS TR
+$35.1K
14,311
+0%
减持
DFAU
DIMENSIONAL ETF TRUST
-$35.1K
16,595
-1%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$34.6K
5,850
-11%
清仓
—
CYBERARK SOFTWARE LTD
-$33.5K
0
-100%
减持
IWD
ISHARES TR
-$31.6K
7,792
-3%
增持
WM
WASTE MGMT INC DEL
+$31.2K
895
+13%
清仓
S
SENTINELONE INC
-$30.0K
0
-100%
减持
GLDM
WORLD GOLD TR
-$29.4K
622
-39%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$29.3K
600
-43%
减持
V
VISA INC
-$28.9K
596
-0%
减持
FIX
COMFORT SYS USA INC
+$28.8K
75
-6%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$28.6K
545
+0%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$28.6K
4,169
+37%
清仓
APP
APPLOVIN CORP
-$27.0K
0
-100%
增持
IDV
ISHARES TR
+$26.1K
7,915
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$26.1K
684
+42%
增持
BA
BOEING CO
+$24.2K
460
+48%
增持
USMV
ISHARES TR
+$24.0K
177,987
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$23.6K
1,116
+0%
增持
AMGN
AMGEN INC
+$23.4K
914
+0%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$23.0K
4,875
-13%
减持
MRK
MERCK &CO INC
+$21.3K
4,696
-9%
减持
WBD
WARNER BROS DISCOVERY INC
-$20.5K
2,577
-19%
增持
QQEW
FIRST TR EXCHANGE-TRADED FD
-$20.5K
5,290
+9%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$20.4K
50
增持
IBTI
ISHARES TR
+$20.1K
28,110
+4%
减持
ET
ENERGY TRANSFER L P
+$19.9K
9,720
-4%
增持
BP
BP PLC
+$19.9K
1,614
+0%
减持
EFA
ISHARES TR
-$19.4K
1,084
-16%
减持
IEFA
ISHARES TR
-$18.8K
9,234
-3%
增持
DOW
DOW HLDGS INC
+$18.8K
1,021
+0%
增持
SHEL
SHELL PLC
+$18.6K
952
+0%
减持
Q
QNITY ELECTRONICS INC
+$18.5K
574
-2%
增持
FDX
FEDEX CORP
+$18.2K
265
+0%
减持
PEY
INVESCO EXCHANGE TRADED FD T
+$17.7K
38,878
-3%
