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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 121 项
建仓 12
增持 54
减持 53
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
TLT
ISHARES TR
-$12.9M
125,587
-42%
增持
PSK
SPDR SER TR
+$11.4M
276,924
+2500%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$10.7M
111,333
+827%
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。
清仓
NSP
INSPERITY INC
-$7.0M
0
-100%
减持
SHY
ISHARES TR
-$3.5M
138,049
-23%
减持
PFE
PFIZER INC
+$3.4M
220,347
-1%
减持
BABA
ALIBABA GROUP HLDG LTD
-$2.3M
10,047
-57%
增持
DLR
DIGITAL RLTY TR INC
+$2.1M
64,850
+0%
减持
AAPL
APPLE INC
+$2.1M
60,354
-1%
减持
JOF
JAPAN SMALLER CAPITALIZATION
-$1.9M
717,492
-14%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$1.7M
58,146
+45%
减持
NGG
NATIONAL GRID PLC
+$1.6M
129,455
-0%
减持
CSCO
CISCO SYS INC
+$1.4M
161,028
-1%
增持
—
EASTERLY GOVT PPTYS INC
+$1.3M
389,085
+5%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$1.2M
269,995
+16%
减持
GIS
GENERAL MLS INC
+$849.0K
131,866
-2%
增持
GLD
SPDR GOLD TR
+$833.0K
73,602
+3%
减持
—
VIACOMCBS INC
-$798.0K
58,587
-10%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$763.0K
111,212
-7%
减持
FISV
FISERV INC
-$738.0K
43,102
-10%
减持
TSN
TYSON FOODS INC
+$723.0K
119,394
-3%
增持
SLV
ISHARES SILVER TR
+$713.0K
414,453
+4%
增持
GDX
VANECK ETF TRUST
+$695.0K
57,145
+48%
增持
NEM
NEWMONT CORP
+$536.0K
24,523
+35%
增持
DFJ
WISDOMTREE TR
+$498.0K
26,398
+47%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$492.0K
41,739
-4%
建仓
CMCSA
COMCAST CORP NEW
+$487.0K
9,667
减持
JNJ
JOHNSON & JOHNSON
+$479.0K
54,698
-0%
增持
GLW
CORNING INC
+$436.0K
18,426
+168%
增持
VTIP
VANGUARD MALVERN FDS
-$373.0K
460,270
+1%
增持
—
MEDTRONIC PLC
+$354.0K
7,490
+124%
建仓
ABBV
ABBVIE INC
+$328.0K
2,422
增持
HAS
HASBRO INC
+$319.0K
11,844
+19%
建仓
BWA
BORGWARNER INC
+$317.0K
7,037
建仓
BOND
PIMCO ETF TR
+$314.0K
2,864
增持
QCOM
QUALCOMM INC
+$314.0K
3,967
+24%
建仓
SGDM
SPROTT ETF TRUST
+$312.0K
11,400
增持
CVX
CHEVRON CORP NEW
+$309.0K
4,802
+92%
增持
—
VMWARE INC
+$279.0K
4,812
+157%
建仓
UGI
UGI CORP NEW
+$274.0K
5,944
增持
MINT
PIMCO ETF TR
+$251.0K
43,622
+6%
建仓
VTI
VANGUARD INDEX FDS
+$250.0K
1,036
增持
O
REALTY INCOME CORP
+$245.0K
10,122
+37%
增持
MCK
MCKESSON CORP
+$245.0K
2,842
+23%
增持
—
PHYSICIANS RLTY TR
+$234.0K
63,180
+16%
建仓
IEFA
ISHARES TR
+$228.0K
3,049
建仓
EWG
ISHARES INC
+$223.0K
6,741
减持
EPI
WISDOMTREE TR
-$222.0K
7,090
-45%
清仓
OBOR
KRANESHARES TR
-$221.0K
0
-100%
建仓
CI
CIGNA CORP NEW
+$212.0K
922
减持
—
ROYAL DUTCH SHELL PLC
-$205.0K
28,191
-12%
建仓
IXJ
ISHARES TR
+$205.0K
2,264
增持
CAG
CONAGRA BRANDS INC
+$204.0K
25,280
+30%
减持
—
JPMORGAN CHASE & CO
-$204.0K
140,530
-6%
增持
ABT
ABBOTT LABS
+$201.0K
3,436
+43%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$155.0K
39,159
+10%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$152.0K
142,000
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$149.0K
13,590
+15%
增持
AMGN
AMGEN INC
+$140.0K
3,171
+18%
增持
AEP
AMERICAN ELEC PWR CO INC
+$137.0K
4,139
+46%
增持
FNDF
SCHWAB STRATEGIC TR
-$134.0K
552,921
+0%
减持
—
LABORATORY CORP AMER HLDGS
+$120.0K
4,329
-2%
减持
WDC
WESTERN DIGITAL CORP.
-$118.0K
7,586
-30%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$117.0K
40,239
-4%
增持
MSFT
MICROSOFT CORP
+$116.0K
1,665
+6%
增持
NVDA
NVIDIA CORPORATION
+$108.0K
1,065
+8%
增持
UNH
UNITEDHEALTH GROUP INC
+$104.0K
927
+0%
减持
XLU
SELECT SECTOR SPDR TR
+$104.0K
21,759
-4%
减持
SCHM
SCHWAB STRATEGIC TR
-$102.0K
6,629
-20%
增持
EBAY
EBAY INC.
+$98.0K
7,942
+29%
减持
PG
PROCTER AND GAMBLE CO
+$96.0K
4,568
-2%
增持
CSX
CSX CORP
+$92.0K
11,505
+0%
增持
—
GLAXOSMITHKLINE PLC
+$86.0K
15,780
+0%
减持
VOD
VODAFONE GROUP PLC NEW
-$85.0K
21,142
-18%
增持
IP
INTERNATIONAL PAPER CO
-$82.0K
9,478
+1%
减持
VTV
VANGUARD INDEX FDS
+$81.0K
7,757
-1%
建仓
—
COMPANHIA PARANAENSE ENERG C
+$80.0K
14,138
增持
EMQQ
EXCHANGE TRADED CONCEPTS TR
+$80.0K
11,704
+38%
减持
EWU
ISHARES TR
-$78.0K
18,134
-14%
减持
F
FORD MTR CO DEL
+$78.0K
12,179
-2%
减持
KMB
KIMBERLY-CLARK CORP
-$77.0K
9,375
-12%
减持
MMM
3M CO
-$74.0K
44,090
-2%
增持
GOOG
ALPHABET INC
+$74.0K
101
+23%
减持
MDU
MDU RES GROUP INC
-$69.0K
259,853
-5%
减持
BAR
GRANITESHARES GOLD TR
-$65.0K
77,431
-8%
增持
ES
EVERSOURCE ENERGY
+$61.0K
6,299
+1%
减持
VNQ
VANGUARD INDEX FDS
+$55.0K
4,905
-3%
增持
DIS
DISNEY WALT CO
+$54.0K
1,941
+33%
增持
MLPA
GLOBAL X FDS
+$53.0K
66,436
+3%
减持
COWZ
PACER FDS TR
-$53.0K
5,017
-24%
减持
BAC
BK OF AMERICA CORP
-$45.0K
14,071
-11%
减持
STZ
CONSTELLATION BRANDS INC
+$44.0K
1,103
-0%
增持
MRK
MERCK & CO INC
+$44.0K
14,373
+2%
增持
PEP
PEPSICO INC
+$36.0K
1,436
+1%
增持
GOOGL
ALPHABET INC
+$35.0K
82
+8%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$34.0K
24,837
-18%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$33.0K
60,244
-0%
减持
DFE
WISDOMTREE TR
-$28.0K
3,141
-14%
增持
GM
GENERAL MTRS CO
+$27.0K
4,518
+0%
减持
PSX
PHILLIPS 66
+$26.0K
12,313
-0%
减持
—
WISDOMTREE TR
-$24.0K
24,071
-4%
增持
AMZN
AMAZON COM INC
+$24.0K
147
+4%
减持
OTEX
OPEN TEXT CORP
-$23.0K
11,705
-1%
减持
VYM
VANGUARD WHITEHALL FDS
+$21.0K
4,669
-4%
增持
TOTL
SSGA ACTIVE ETF TR
+$20.0K
555,678
+2%
减持
VTRS
VIATRIS INC
-$20.0K
23,044
-6%
增持
VYMI
VANGUARD WHITEHALL FDS
+$19.0K
14,955
+0%
减持
—
TOTALENERGIES SE
-$18.0K
63,621
-2%
减持
L
LOEWS CORP
+$18.0K
4,869
-0%
增持
AMLP
ALPS ETF TR
-$18.0K
40,238
+0%
增持
INTC
INTEL CORP
-$16.0K
129,001
+3%
增持
MO
ALTRIA GROUP INC
+$12.0K
5,844
+1%
减持
SGOL
ABERDEEN STD GOLD ETF TR
+$12.0K
16,889
-0%
减持
—
EXXON MOBIL CORP
-$11.0K
6,157
-7%
减持
BND
VANGUARD BD INDEX FDS
-$7.0K
8,061
-0%
增持
MFC
MANULIFE FINL CORP
+$7.0K
212,002
+1%
减持
MFG
MIZUHO FINANCIAL GROUP INC
-$7.0K
19,324
-2%
减持
GILD
GILEAD SCIENCES INC
+$6.0K
8,799
-3%
减持
SJM
SMUCKER J M CO
+$3.0K
1,877
-11%
增持
META
META PLATFORMS INC
+$2.0K
689
+2%
增持
SCHZ
SCHWAB STRATEGIC TR
-$1.0K
3,987
+0%
