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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 127 项
建仓 12
增持 69
减持 34
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
FHLC
FIDELITY COVINGTON TRUST
+$10.3M
156,682
减持
NGG
NATIONAL GRID PLC
-$8.4M
12,169
-91%
建仓
SONO
SONOS INC
+$5.0M
176,587
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。
建仓
HD
HOME DEPOT INC
+$4.6M
15,360
减持
SHY
ISHARES TR
-$4.0M
94,071
-32%
减持
TLT
ISHARES TR
-$2.4M
122,927
-2%
增持
DLR
DIGITAL RLTY TR INC
-$2.2M
65,122
+0%
减持
PFE
PFIZER INC
-$2.0M
211,853
-4%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$1.6M
299,966
+11%
建仓
SHEL
SHELL PLC
+$1.5M
27,990
清仓
KMB
KIMBERLY-CLARK CORP
-$1.4M
0
-100%
减持
MMM
3M CO
-$1.3M
43,731
-1%
增持
TOTL
SSGA ACTIVE ETF TR
-$1.3M
558,418
+0%
减持
CSCO
CISCO SYS INC
-$1.3M
159,776
-1%
清仓
—
ROYAL DUTCH SHELL PLC
-$1.2M
0
-100%
减持
MDU
MDU RES GROUP INC
-$1.1M
259,306
-0%
减持
NEM
NEWMONT CORP
-$1.0M
6,151
-75%
减持
JOF
JAPAN SMALLER CAPITALIZATION
-$1.0M
647,052
-10%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$971.0K
106,413
-4%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$956.0K
131,061
-8%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$849.0K
54,109
-7%
增持
GLD
SPDR GOLD TR
+$761.0K
73,864
+0%
增持
SLV
ISHARES SILVER TR
+$652.0K
418,120
+1%
增持
MFC
MANULIFE FINL CORP
+$608.0K
217,840
+3%
建仓
USFR
WISDOMTREE TR
+$605.0K
12,032
清仓
—
WISDOMTREE TR
-$604.0K
0
-100%
增持
GDX
VANECK ETF TRUST
+$582.0K
62,903
+10%
增持
—
EASTERLY GOVT PPTYS INC
-$516.0K
397,430
+2%
增持
—
PARAMOUNT GLOBAL
+$504.0K
60,114
+3%
增持
MLPA
GLOBAL X FDS
+$498.0K
70,015
+5%
增持
—
MEDTRONIC PLC
+$454.0K
11,079
+48%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$427.0K
39,628
-5%
建仓
USB
US BANCORP DEL
+$383.0K
7,152
减持
—
WALGREENS BOOTS ALLIANCE INC
-$362.0K
38,809
-4%
清仓
VTRS
VIATRIS INC
-$312.0K
0
-100%
建仓
IBB
ISHARES TR
+$302.0K
2,317
减持
DFJ
WISDOMTREE TR
-$286.0K
24,234
-8%
清仓
GM
GENERAL MTRS CO
-$265.0K
0
-100%
减持
AAPL
APPLE INC
-$260.0K
59,886
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$259.0K
6,964
+49%
清仓
EPI
WISDOMTREE TR
-$259.0K
0
-100%
清仓
SJM
SMUCKER J M CO
-$255.0K
0
-100%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$246.0K
120,507
+8%
增持
CMCSA
COMCAST CORP NEW
+$243.0K
15,593
+61%
增持
CVX
CHEVRON CORP NEW
+$240.0K
4,934
+3%
清仓
DFE
WISDOMTREE TR
-$234.0K
0
-100%
增持
PSX
PHILLIPS 66
+$233.0K
13,025
+6%
减持
VTIP
VANGUARD MALVERN FDS
-$233.0K
457,424
-1%
增持
PSK
SPDR SER TR
-$230.0K
298,727
+8%
清仓
IEFA
ISHARES TR
-$228.0K
0
-100%
增持
GLW
CORNING INC
+$226.0K
24,701
+34%
清仓
EWG
ISHARES INC
-$223.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$223.0K
54,054
-1%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$215.0K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$214.0K
5,830
+41%
建仓
—
CHUBB LIMITED
+$207.0K
966
建仓
—
HOLOGIC INC
+$206.0K
2,679
清仓
IXJ
ISHARES TR
-$205.0K
0
-100%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$205.0K
580
增持
—
LABORATORY CORP AMER HLDGS
-$199.0K
4,405
+2%
增持
HAS
HASBRO INC
+$184.0K
16,958
+43%
增持
MINT
PIMCO ETF TR
+$172.0K
45,968
+5%
减持
XLU
SELECT SECTOR SPDR TR
-$165.0K
18,688
-14%
增持
MCK
MCKESSON CORP
+$164.0K
2,844
+0%
减持
AMLP
ALPS ETF TR
+$161.0K
38,599
-4%
增持
IP
INTERNATIONAL PAPER CO
+$159.0K
13,085
+38%
增持
INTC
INTEL CORP
-$159.0K
130,860
+1%
减持
GILD
GILEAD SCIENCES INC
-$156.0K
8,126
-8%
增持
GOOG
ALPHABET INC
+$154.0K
160
+58%
增持
—
VMWARE INC
+$153.0K
6,245
+30%
减持
BABA
ALIBABA GROUP HLDG LTD
-$153.0K
9,559
-5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$144.0K
38,868
-1%
增持
VYMI
VANGUARD WHITEHALL FDS
+$137.0K
16,884
+13%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$134.0K
13,431
-1%
增持
—
EXXON MOBIL CORP
+$132.0K
6,162
+0%
增持
O
REALTY INCOME CORP
+$120.0K
12,148
+20%
增持
—
PHYSICIANS RLTY TR
+$116.0K
73,488
+16%
增持
FNDF
SCHWAB STRATEGIC TR
-$110.0K
554,844
+0%
增持
MRK
MERCK & CO INC
+$109.0K
14,750
+3%
增持
ABBV
ABBVIE INC
+$84.0K
2,540
+5%
建仓
—
GLOBAL X FDS
+$80.0K
10,332
增持
QCOM
QUALCOMM INC
-$79.0K
4,224
+6%
增持
CAG
CONAGRA BRANDS INC
+$78.0K
28,018
+11%
减持
SCHM
SCHWAB STRATEGIC TR
-$76.0K
6,037
-9%
增持
AMGN
AMGEN INC
+$73.0K
3,252
+3%
减持
GIS
GENERAL MLS INC
-$71.0K
130,150
-1%
减持
BAR
GRANITESHARES GOLD TR
+$71.0K
76,879
-1%
增持
FISV
FISERV INC
-$65.0K
43,485
+1%
减持
TSN
TYSON FOODS INC
-$64.0K
115,390
-3%
减持
OTEX
OPEN TEXT CORP
-$63.0K
11,622
-1%
减持
—
JPMORGAN CHASE & CO
-$54.0K
117,120
-17%
增持
VOD
VODAFONE GROUP PLC NEW
+$53.0K
22,195
+5%
减持
—
TOTALENERGIES SE
+$53.0K
62,417
-2%
增持
F
FORD MTR CO DEL
-$47.0K
12,211
+0%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$46.0K
57,521
-5%
增持
PG
PROCTER AND GAMBLE CO
-$45.0K
4,593
+1%
增持
BAC
BK OF AMERICA CORP
-$43.0K
14,153
+1%
增持
—
ASTRAZENECA PLC
+$41.0K
4,898
+1%
建仓
REI
RING ENERGY INC
+$38.0K
10,000
增持
ABT
ABBOTT LABS
-$37.0K
3,776
+10%
增持
VNQ
VANGUARD INDEX FDS
-$37.0K
4,910
+0%
增持
BND
VANGUARD BD INDEX FDS
-$35.0K
8,141
+1%
增持
L
LOEWS CORP
+$35.0K
4,871
+0%
增持
META
META PLATFORMS INC
-$27.0K
924
+34%
增持
MO
ALTRIA GROUP INC
+$25.0K
5,879
+1%
增持
TSLA
TESLA INC
+$25.0K
387
+4%
减持
BOND
PIMCO ETF TR
-$24.0K
2,846
-1%
增持
STZ
CONSTELLATION BRANDS INC
-$22.0K
1,106
+0%
增持
BWA
BORGWARNER INC
+$15.0K
8,542
+21%
增持
COWZ
PACER FDS TR
+$14.0K
5,022
+0%
增持
VTI
VANGUARD INDEX FDS
-$14.0K
1,037
+0%
增持
DIS
DISNEY WALT CO
+$13.0K
2,291
+18%
增持
MSFT
MICROSOFT CORP
-$13.0K
1,775
+7%
增持
AMZN
AMAZON COM INC
+$12.0K
154
+5%
增持
ES
EVERSOURCE ENERGY
-$12.0K
6,365
+1%
增持
EBAY
EBAY INC.
-$11.0K
9,030
+14%
增持
CI
CIGNA CORP NEW
+$10.0K
928
+1%
增持
PEP
PEPSICO INC
-$8.0K
1,453
+1%
增持
GOOGL
ALPHABET INC
+$7.0K
88
+7%
增持
WMT
WALMART INC
+$7.0K
1,569
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$7.0K
928
+0%
增持
VTV
VANGUARD INDEX FDS
+$6.0K
7,760
+0%
减持
EWU
ISHARES TR
+$5.0K
18,014
-1%
增持
UGI
UGI CORP NEW
+$5.0K
7,636
+28%
增持
—
GLAXOSMITHKLINE PLC
+$3.0K
15,818
+0%
增持
CSX
CSX CORP
-$1.0K
11,542
+0%
增持
EMQQ
EXCHANGE TRADED CONCEPTS TR
-$1.0K
15,283
+31%
