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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 130 项
建仓 7
增持 32
减持 71
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
—
UNILEVER PLC
+$8.9M
194,950
减持
DLR
DIGITAL RLTY TR INC
-$8.8M
3,625
-94%
建仓
TGT
TARGET CORP
+$8.3M
59,074
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
GIS
GENERAL MLS INC
-$7.9M
11,738
-91%
建仓
DOW
DOW INC
+$7.2M
140,101
减持
VT
VANGUARD INTL EQUITY INDEX F
-$4.4M
91,447
-24%
减持
TOTL
SSGA ACTIVE ETF TR
-$3.9M
499,274
-11%
增持
VYMI
VANGUARD WHITEHALL FDS
+$3.7M
82,190
+387%
减持
AAPL
APPLE INC
-$2.7M
56,413
-6%
减持
SONO
SONOS INC
-$2.7M
127,374
-28%
减持
TLT
ISHARES TR
-$2.5M
119,897
-2%
清仓
—
JPMORGAN CHASE & CO
-$2.4M
0
-100%
减持
FNDF
SCHWAB STRATEGIC TR
-$2.4M
548,623
-1%
减持
CSCO
CISCO SYS INC
-$2.3M
154,580
-3%
减持
SLV
ISHARES SILVER TR
-$2.1M
401,665
-4%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$1.7M
111,535
-15%
减持
VTIP
VANGUARD MALVERN FDS
-$1.7M
432,845
-5%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$1.6M
39,681
-27%
减持
PSK
SPDR SER TR
-$1.6M
281,646
-6%
增持
INTC
INTEL CORP
-$1.5M
132,781
+1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.5M
94,009
-12%
减持
GLD
SPDR GOLD TR
-$1.5M
70,340
-5%
减持
FISV
FISERV INC
-$1.5M
33,052
-24%
减持
—
PARAMOUNT GLOBAL
-$1.3M
37,927
-37%
减持
—
EASTERLY GOVT PPTYS INC
-$1.3M
372,550
-6%
减持
MINT
PIMCO ETF TR
-$1.2M
34,279
-25%
减持
SHY
ISHARES TR
-$1.2M
80,593
-14%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$1.1M
367,079
+22%
减持
MFC
MANULIFE FINL CORP
-$992.0K
211,110
-3%
减持
FHLC
FIDELITY COVINGTON TRUST
-$947.0K
153,966
-2%
清仓
ITA
ISHARES TR
-$915.0K
0
-100%
增持
DFJ
WISDOMTREE TR
+$912.0K
42,276
+74%
减持
JOF
JAPAN SMALLER CAPITALIZATION
-$901.0K
590,483
-9%
建仓
BLV
VANGUARD BD INDEX FDS
+$844.0K
10,585
减持
TSN
TYSON FOODS INC
-$762.0K
111,312
-4%
建仓
CFG
CITIZENS FINL GROUP INC
+$741.0K
20,762
清仓
—
GLAXOSMITHKLINE PLC
-$699.0K
0
-100%
减持
PFE
PFIZER INC
-$533.0K
199,032
-6%
建仓
C
CITIGROUP INC
+$529.0K
11,498
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$471.0K
39,826
+0%
增持
MMM
3M CO
-$463.0K
46,733
+7%
减持
HD
HOME DEPOT INC
-$439.0K
15,164
-1%
清仓
TSLA
TESLA INC
-$417.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$413.0K
51,641
-4%
减持
BABA
ALIBABA GROUP HLDG LTD
-$377.0K
5,830
-39%
减持
—
MEDTRONIC PLC
-$376.0K
9,440
-15%
增持
GDX
VANECK ETF TRUST
+$354.0K
101,009
+61%
减持
BAR
GRANITESHARES GOLD TR
-$351.0K
62,821
-18%
清仓
L
LOEWS CORP
-$316.0K
0
-100%
清仓
DIS
DISNEY WALT CO
-$314.0K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$291.0K
0
-100%
清仓
BOND
PIMCO ETF TR
-$290.0K
0
-100%
清仓
UGI
UGI CORP NEW
-$279.0K
0
-100%
建仓
PFFD
GLOBAL X FDS
+$265.0K
12,516
清仓
BA
BOEING CO
-$253.0K
0
-100%
清仓
COWZ
PACER FDS TR
-$250.0K
0
-100%
清仓
GOOGL
ALPHABET INC
-$245.0K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$236.0K
0
-100%
清仓
WMT
WALMART INC
-$234.0K
0
-100%
减持
NGG
NATIONAL GRID PLC
-$219.0K
11,069
-9%
增持
MLPA
GLOBAL X FDS
+$211.0K
82,265
+17%
减持
CMCSA
COMCAST CORP NEW
-$211.0K
13,226
-15%
增持
—
TOTALENERGIES SE
+$208.0K
63,913
+2%
减持
O
REALTY INCOME CORP
-$207.0K
9,315
-23%
清仓
—
CHUBB LIMITED
-$207.0K
0
-100%
清仓
—
HOLOGIC INC
-$206.0K
0
-100%
清仓
META
META PLATFORMS INC
-$205.0K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$205.0K
0
-100%
减持
AMLP
ALPS ETF TR
-$200.0K
37,102
-4%
减持
VNQ
VANGUARD INDEX FDS
-$190.0K
3,754
-24%
减持
MDU
MDU RES GROUP INC
-$188.0K
249,136
-4%
减持
ABT
ABBOTT LABS
-$187.0K
2,395
-37%
增持
AMZN
AMAZON COM INC
-$181.0K
3,020
+1861%
减持
GLW
CORNING INC
-$173.0K
23,443
-5%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$169.0K
56,268
-2%
减持
NEM
NEWMONT CORP
-$168.0K
5,384
-12%
减持
VTV
VANGUARD INDEX FDS
-$163.0K
7,458
-4%
减持
SCHM
SCHWAB STRATEGIC TR
-$159.0K
4,774
-21%
减持
MCK
MCKESSON CORP
-$154.0K
2,198
-23%
减持
USFR
WISDOMTREE TR
-$149.0K
9,051
-25%
减持
GOOG
ALPHABET INC
-$141.0K
140
-13%
增持
EBAY
EBAY INC.
-$138.0K
9,099
+1%
增持
BAC
BK OF AMERICA CORP
-$137.0K
14,339
+1%
减持
—
LABORATORY CORP AMER HLDGS
-$132.0K
4,390
-0%
减持
CVX
CHEVRON CORP NEW
-$129.0K
4,654
-6%
减持
EWU
ISHARES TR
-$126.0K
16,024
-11%
减持
XLU
SELECT SECTOR SPDR TR
-$117.0K
18,176
-3%
减持
MSFT
MICROSOFT CORP
-$111.0K
1,696
-4%
清仓
—
COMPANHIA PARANAENSE ENERG C
-$111.0K
0
-100%
增持
ASEA
GLOBAL X FDS
+$109.0K
20,848
+83%
增持
USB
US BANCORP DEL
+$108.0K
10,554
+48%
增持
CSX
CSX CORP
-$95.0K
11,581
+0%
减持
OTEX
OPEN TEXT CORP
-$95.0K
10,505
-10%
减持
ES
EVERSOURCE ENERGY
-$94.0K
5,528
-13%
减持
ABBV
ABBVIE INC
-$86.0K
2,129
-16%
减持
MRK
MERCK & CO INC
+$84.0K
14,198
-4%
清仓
—
GLOBAL X FDS
-$80.0K
0
-100%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$77.0K
43,791
+13%
减持
F
FORD MTR CO DEL
-$70.0K
12,183
-0%
增持
SHEL
SHELL PLC
-$66.0K
28,141
+1%
减持
PSX
PHILLIPS 66
-$64.0K
12,944
-1%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$56.0K
23,535
-5%
增持
MO
ALTRIA GROUP INC
-$55.0K
5,909
+1%
减持
BWA
BORGWARNER INC
-$49.0K
8,490
-1%
增持
IP
INTERNATIONAL PAPER CO
+$46.0K
15,544
+19%
增持
VYM
VANGUARD WHITEHALL FDS
-$46.0K
7,239
+4%
减持
IBB
ISHARES TR
-$42.0K
2,207
-5%
减持
WDC
WESTERN DIGITAL CORP.
-$37.0K
7,578
-0%
增持
PG
PROCTER AND GAMBLE CO
-$35.0K
4,637
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$34.0K
13,185
-2%
减持
SGOL
ABRDN GOLD ETF TRUST
-$34.0K
16,176
-4%
减持
GILD
GILEAD SCIENCES INC
-$33.0K
7,278
-10%
增持
BND
VANGUARD BD INDEX FDS
+$32.0K
9,030
+11%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TR
-$31.0K
14,533
-5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$24.0K
43,631
+12%
增持
CI
CIGNA CORP NEW
+$23.0K
929
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
-$22.0K
5,837
+0%
减持
CAG
CONAGRA BRANDS INC
-$17.0K
26,989
-4%
增持
—
PHYSICIANS RLTY TR
-$17.0K
73,864
+1%
减持
—
VMWARE INC
-$15.0K
6,109
-2%
减持
—
EXXON MOBIL CORP
+$14.0K
6,110
-1%
减持
AMGN
AMGEN INC
-$13.0K
3,176
-2%
增持
VOD
VODAFONE GROUP PLC NEW
+$12.0K
24,480
+10%
减持
MFG
MIZUHO FINANCIAL GROUP INC
-$7.0K
18,977
-2%
增持
QCOM
QUALCOMM INC
-$5.0K
5,020
+19%
增持
PEP
PEPSICO INC
+$5.0K
1,490
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.0K
930
+0%
减持
—
ASTRAZENECA PLC
-$4.0K
4,858
-1%
增持
STZ
CONSTELLATION BRANDS INC
+$3.0K
1,107
+0%
增持
HAS
HASBRO INC
+$0
16,964
+0%