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Barry Investment Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Barry Investment Advisors, LLC
报告期 2026-03-31 · CIK 0001631639
持仓数
99
前50大市值合计
$437.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 114 项
建仓 7
增持 55
减持 45
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
SHY
ISHARES TR
-$4.0M
178,279
-21%
减持
BABA
ALIBABA GROUP HLDG LTD
-$3.0M
23,356
-18%
增持
SLV
ISHARES SILVER TR
-$1.5M
399,692
+0%
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
NSP
INSPERITY INC
+$1.2M
63,371
-2%
减持
MMM
3M CO
-$1.1M
45,069
-1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$912.0K
120,219
-9%
减持
PFE
PFIZER INC
+$782.0K
223,126
-1%
减持
TSN
TYSON FOODS INC
+$614.0K
122,658
-0%
减持
NGG
NATIONAL GRID PLC
-$580.0K
130,003
-0%
增持
MINT
PIMCO ETF TR
+$564.0K
41,021
+16%
清仓
ACI
ALBERTSONS COS INC
-$550.0K
0
-100%
减持
TLT
ISHARES TR
-$546.0K
218,246
-2%
减持
MDU
MDU RES GROUP INC
-$504.0K
272,411
-1%
建仓
MCK
MCKESSON CORP
+$463.0K
2,317
减持
FNDF
SCHWAB STRATEGIC TR
-$460.0K
552,301
-1%
减持
—
JPMORGAN CHASE & CO
-$447.0K
149,003
-7%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$441.0K
146,616
-4%
减持
DLR
DIGITAL RLTY TR INC
-$437.0K
64,720
-0%
清仓
DXJ
WISDOMTREE TR
-$400.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$371.0K
43,697
-1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$357.0K
12,009
+44%
增持
MLPA
GLOBAL X FDS
+$342.0K
64,390
+29%
增持
GDX
VANECK ETF TRUST
+$318.0K
38,513
+60%
减持
JNJ
JOHNSON & JOHNSON
-$314.0K
54,971
-1%
减持
IP
INTERNATIONAL PAPER CO
-$308.0K
9,425
-31%
减持
JOF
JAPAN SMALLER CAPITALIZATION
-$287.0K
830,923
-4%
建仓
—
VMWARE INC
+$279.0K
1,876
增持
VTIP
VANGUARD MALVERN FDS
+$275.0K
457,044
+1%
建仓
MO
ALTRIA GROUP INC
+$270.0K
5,813
增持
—
VIACOMCBS INC
-$266.0K
64,942
+4%
增持
PSK
SPDR SER TR
+$261.0K
10,651
+133%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$241.0K
42,116
-0%
增持
INTC
INTEL CORP
-$236.0K
125,008
+2%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$231.0K
2,844
增持
BAR
GRANITESHARES GOLD TR
+$229.0K
84,311
+19%
减持
—
TOTALENERGIES SE
+$222.0K
64,992
-0%
清仓
CI
CIGNA CORP NEW
-$220.0K
0
-100%
建仓
GOOG
ALPHABET INC
+$219.0K
82
清仓
MGA
MAGNA INTL INC
-$216.0K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$213.0K
0
-100%
清仓
ABBV
ABBVIE INC
-$209.0K
0
-100%
增持
O
REALTY INCOME CORP
+$208.0K
7,379
+81%
增持
TOTL
SSGA ACTIVE ETF TR
+$206.0K
544,001
+1%
建仓
NVDA
NVIDIA CORPORATION
+$205.0K
988
建仓
GOOGL
ALPHABET INC
+$203.0K
76
清仓
—
GENERAL ELECTRIC CO
-$202.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$197.0K
1,575
+73%
增持
EMQQ
EXCHANGE TRADED CONCEPTS TR
+$195.0K
8,507
+137%
增持
PSX
PHILLIPS 66
-$193.0K
12,363
+0%
减持
GIS
GENERAL MLS INC
-$189.0K
134,339
-0%
增持
EWU
ISHARES TR
+$183.0K
21,061
+39%
减持
CSCO
CISCO SYS INC
+$179.0K
162,574
-1%
减持
WDC
WESTERN DIGITAL CORP.
-$175.0K
10,867
-2%
减持
FISV
FISERV INC
-$169.0K
48,033
-5%
增持
DFJ
WISDOMTREE TR
+$167.0K
18,019
+9%
增持
NEM
NEWMONT CORP
+$138.0K
18,146
+36%
减持
SCHM
SCHWAB STRATEGIC TR
-$134.0K
8,297
-16%
减持
AMLP
ALPS ETF TR
-$131.0K
40,062
-0%
减持
AAPL
APPLE INC
+$120.0K
60,778
-2%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$120.0K
40,009
+4%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$100.0K
233,514
+2%
增持
—
EASTERLY GOVT PPTYS INC
-$94.0K
370,387
+1%
增持
MFC
MANULIFE FINL CORP
-$93.0K
209,754
+0%
增持
PG
PROCTER AND GAMBLE CO
+$91.0K
4,656
+12%
增持
UNH
UNITEDHEALTH GROUP INC
+$91.0K
925
+37%
增持
AMGN
AMGEN INC
-$82.0K
2,693
+0%
增持
AMZN
AMAZON COM INC
+$81.0K
142
+27%
增持
GLD
SPDR GOLD TR
-$80.0K
71,548
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$72.0K
4,854
-11%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$71.0K
30,392
-7%
减持
COWZ
PACER FDS TR
-$60.0K
6,604
-19%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$59.0K
11,799
+4%
减持
SJM
SMUCKER J M CO
-$54.0K
2,100
-11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$53.0K
35,633
+12%
增持
HAS
HASBRO INC
-$52.0K
9,931
+0%
增持
VOD
VODAFONE GROUP PLC NEW
+$52.0K
25,937
+27%
减持
SGOL
ABERDEEN STD GOLD ETF TR
-$50.0K
16,898
-14%
减持
EPI
WISDOMTREE TR
+$39.0K
12,853
-2%
减持
—
WISDOMTREE TR
-$39.0K
25,035
-6%
减持
GILD
GILEAD SCIENCES INC
-$36.0K
9,059
-7%
减持
OTEX
OPEN TEXT CORP
-$32.0K
11,878
-1%
减持
PEP
PEPSICO INC
-$31.0K
1,427
-14%
减持
GM
GENERAL MTRS CO
-$29.0K
4,514
-0%
增持
—
EXXON MOBIL CORP
-$27.0K
6,590
+0%
增持
VYMI
VANGUARD WHITEHALL FDS
-$27.0K
14,923
+0%
增持
CSX
CSX CORP
-$25.0K
11,456
+0%
增持
XLU
SELECT SECTOR SPDR TR
+$25.0K
22,747
+1%
增持
GLW
CORNING INC
-$24.0K
6,865
+2%
增持
BAC
BK OF AMERICA CORP
+$23.0K
15,808
+1%
减持
VTRS
VIATRIS INC
-$23.0K
24,504
-1%
增持
CVX
CHEVRON CORP NEW
+$21.0K
2,505
+13%
增持
—
GLAXOSMITHKLINE PLC
-$19.0K
15,746
+1%
减持
VNQ
VANGUARD INDEX FDS
-$18.0K
5,049
-3%
增持
CAG
CONAGRA BRANDS INC
+$17.0K
19,447
+10%
增持
VTV
VANGUARD INDEX FDS
-$15.0K
7,832
+0%
增持
ES
EVERSOURCE ENERGY
+$14.0K
6,257
+1%
增持
F
FORD MTR CO DEL
-$9.0K
12,390
+0%
增持
—
MEDTRONIC PLC
+$7.0K
3,340
+0%
减持
ASEA
GLOBAL X FDS
-$7.0K
11,394
-3%
增持
—
PHYSICIANS RLTY TR
+$7.0K
54,283
+6%
增持
ABT
ABBOTT LABS
+$6.0K
2,395
+0%
减持
—
LABORATORY CORP AMER HLDGS
+$6.0K
4,405
-2%
增持
KMB
KIMBERLY-CLARK CORP
-$6.0K
10,687
+1%
增持
MRK
MERCK & CO INC
+$5.0K
14,085
+4%
增持
DFE
WISDOMTREE TR
-$5.0K
3,649
+0%
减持
L
LOEWS CORP
-$4.0K
4,880
-0%
减持
OBOR
KRANESHARES TR
-$3.0K
7,167
-3%
增持
QCOM
QUALCOMM INC
-$3.0K
3,188
+10%
增持
EBAY
EBAY INC.
-$2.0K
6,168
+0%
减持
—
ROYAL DUTCH SHELL PLC
-$2.0K
32,073
-9%
增持
WMT
WALMART INC
-$2.0K
1,563
+0%
增持
BND
VANGUARD BD INDEX FDS
-$1.0K
8,076
+0%
增持
—
ASTRAZENECA PLC
+$1.0K
4,868
+0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$0
3,973
+0%
