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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 112 项
建仓 7
增持 42
减持 56
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
TOTL
SSGA ACTIVE ETF TR
-$5.4M
328,985
-29%
增持
VYMI
VANGUARD WHITEHALL FDS
+$5.1M
236,245
+37%
增持
GDX
VANECK ETF TRUST
+$3.9M
245,654
+90%
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。
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.8M
178,725
+105%
减持
SHY
ISHARES TR
-$2.8M
16,520
-68%
建仓
IEV
ISHARES TR
+$2.5M
54,354
减持
GLD
SPDR GOLD TR
-$2.2M
49,638
-28%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.2M
545,267
+0%
增持
DOW
DOW INC
+$2.1M
175,965
+15%
增持
NEM
NEWMONT CORP
+$1.7M
175,854
+13%
增持
—
UNILEVER PLC
+$1.5M
207,438
+2%
增持
INTC
INTEL CORP
+$1.4M
201,220
+31%
增持
CSCO
CISCO SYS INC
+$1.3M
158,805
+2%
减持
PFE
PFIZER INC
+$1.3M
191,178
-1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.3M
85,028
-4%
减持
VTIP
VANGUARD MALVERN FDS
-$1.2M
408,897
-3%
减持
FHLC
FIDELITY COVINGTON TRUST
-$1.2M
118,284
-22%
增持
—
TOTALENERGIES SE
+$1.2M
68,864
+3%
建仓
REM
ISHARES TR
+$1.1M
50,079
增持
—
WALGREENS BOOTS ALLIANCE INC
+$1.0M
68,610
+42%
增持
EWS
ISHARES INC
+$1.0M
80,155
+177%
减持
MINT
PIMCO ETF TR
-$934.9K
13,007
-42%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$883.0K
524,539
+10%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$826.1K
373,363
+2%
减持
PSK
SPDR SER TR
-$809.3K
275,311
-3%
增持
DFJ
WISDOMTREE TR
+$705.4K
56,293
+12%
增持
HD
HOME DEPOT INC
+$698.1K
15,782
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$680.2K
37,484
-3%
减持
—
EASTERLY GOVT PPTYS INC
-$635.9K
374,076
-1%
减持
JOF
JAPAN SMALLER CAPITALIZATION
-$620.8K
342,929
-29%
减持
AAPL
APPLE INC
-$522.1K
55,337
-1%
减持
JNJ
JOHNSON & JOHNSON
+$471.6K
50,023
-2%
增持
MMM
3M CO
+$469.3K
48,668
+0%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$426.4K
25,382
减持
TSN
TYSON FOODS INC
-$423.1K
109,959
-0%
增持
C
CITIGROUP INC
+$410.8K
21,220
+61%
建仓
RIO
RIO TINTO PLC
+$365.8K
5,138
增持
MLPA
GLOBAL X FDS
+$358.4K
91,920
+5%
增持
CFG
CITIZENS FINL GROUP INC
+$348.8K
29,814
+24%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$348.3K
81,695
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$333.8K
84,175
-4%
减持
MFC
MANULIFE FINL CORP
+$332.8K
201,222
-3%
清仓
—
PARAMOUNT GLOBAL
-$331.0K
0
-100%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$325.8K
25,610
-49%
清仓
USFR
WISDOMTREE TR
-$321.0K
0
-100%
增持
EWU
ISHARES TR
+$320.5K
30,869
+29%
减持
MRK
MERCK & CO INC
+$311.4K
13,947
-2%
增持
EWG
ISHARES INC
+$288.3K
25,163
+49%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$278.6K
2,372
清仓
EMQQ
EXCHANGE TRADED CONCEPTS TR
-$265.0K
0
-100%
建仓
NAD
NUVEEN QUALITY MUNCP INCOME
+$264.5K
22,419
清仓
SGOL
ABRDN GOLD ETF TRUST
-$244.0K
0
-100%
清仓
OTEX
OPEN TEXT CORP
-$240.0K
0
-100%
清仓
TLT
ISHARES TR
-$239.0K
0
-100%
减持
PSX
PHILLIPS 66
+$218.5K
11,409
-5%
减持
—
VMWARE INC
-$211.8K
1,664
-57%
增持
GSK
GSK PLC
+$211.7K
17,579
+29%
建仓
—
CHUBB LIMITED
+$210.6K
955
清仓
EBAY
EBAY INC.
-$207.0K
0
-100%
减持
MDU
MDU RES GROUP INC
+$168.9K
227,397
-8%
减持
BND
VANGUARD BD INDEX FDS
-$165.9K
5,779
-29%
减持
CAG
CONAGRA BRANDS INC
+$149.8K
26,688
-1%
减持
BAR
GRANITESHARES GOLD TR
-$138.3K
38,710
-24%
增持
—
EXXON MOBIL CORP
+$137.1K
5,949
+0%
减持
CVX
CHEVRON CORP NEW
+$136.9K
4,468
-3%
增持
ASEA
GLOBAL X FDS
+$121.0K
57,701
+6%
增持
PG
PROCTER AND GAMBLE CO
+$120.9K
4,677
+0%
减持
SHEL
SHELL PLC
+$102.5K
25,575
-6%
增持
VYM
VANGUARD WHITEHALL FDS
+$101.9K
6,791
+2%
增持
GLW
CORNING INC
+$100.5K
24,531
+4%
减持
AMGN
AMGEN INC
+$97.9K
3,004
-2%
增持
USB
US BANCORP DEL
+$92.1K
12,958
+10%
减持
AMZN
AMAZON COM INC
-$87.4K
3,007
-0%
减持
GILD
GILEAD SCIENCES INC
+$87.2K
5,582
-12%
减持
VTV
VANGUARD INDEX FDS
+$86.1K
6,626
-3%
增持
AMLP
ALPS ETF TR
+$66.2K
37,331
+1%
增持
TGT
TARGET CORP
+$62.1K
60,293
+0%
增持
ABBV
ABBVIE INC
+$59.4K
2,088
+1%
减持
SONO
SONOS INC
-$58.3K
62,646
-22%
减持
XLU
SELECT SECTOR SPDR TR
-$53.2K
14,026
-12%
减持
CMCSA
COMCAST CORP NEW
+$52.6K
13,144
-5%
减持
BWA
BORGWARNER INC
+$52.5K
7,516
-6%
增持
CSX
CSX CORP
+$51.2K
11,628
+0%
增持
CI
CIGNA CORP NEW
+$50.7K
929
+0%
减持
FISV
FISERV INC
+$50.7K
26,385
-6%
减持
IP
INTERNATIONAL PAPER CO
-$49.7K
12,136
-18%
减持
—
PHYSICIANS RLTY TR
-$49.6K
73,212
-1%
减持
NGG
NATIONAL GRID PLC
+$47.1K
8,905
-6%
减持
O
REALTY INCOME CORP
+$46.0K
8,876
-0%
增持
ABT
ABBOTT LABS
+$44.7K
2,557
+5%
减持
AEP
AMERICAN ELEC PWR CO INC
+$44.0K
5,361
-0%
增持
BAC
BANK AMERICA CORP
+$43.4K
14,414
+0%
减持
GOOG
ALPHABET INC
-$43.3K
2,544
-9%
增持
ES
EVERSOURCE ENERGY
+$32.6K
5,541
+0%
减持
MO
ALTRIA GROUP INC
-$32.4K
4,674
-21%
减持
GIS
GENERAL MLS INC
+$30.6K
9,738
-5%
减持
MCK
MCKESSON CORP
+$26.6K
2,027
-6%
减持
VNQ
VANGUARD INDEX FDS
-$25.7K
2,974
-12%
减持
—
ASTRAZENECA PLC
+$25.1K
4,309
-12%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$22.2K
12,673
-3%
减持
WMT
WALMART INC
+$19.6K
1,578
-0%
减持
PEP
PEPSICO INC
+$17.5K
1,387
-3%
减持
UNH
UNITEDHEALTH GROUP INC
+$16.4K
914
-1%
增持
—
MEDTRONIC PLC
-$15.8K
9,975
+2%
增持
PFFD
GLOBAL X FDS
-$12.2K
12,739
+1%
减持
MFG
MIZUHO FINANCIAL GROUP INC
+$10.8K
18,602
-2%
增持
QCOM
QUALCOMM INC
+$9.4K
5,752
+4%
减持
—
LABORATORY CORP AMER HLDGS
+$8.6K
3,829
-12%
减持
STZ
CONSTELLATION BRANDS INC
-$7.6K
1,042
-4%
减持
MSFT
MICROSOFT CORP
-$5.7K
1,540
-4%
增持
F
FORD MTR CO DEL
+$5.2K
12,224
+0%
增持
VOD
VODAFONE GROUP PLC NEW
-$3.1K
31,513
+11%
