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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 111 项
建仓 4
增持 50
减持 53
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
VTIP
VANGUARD MALVERN FDS
-$18.1M
20,022
-95%
建仓
IAT
ISHARES TR
+$9.8M
274,074
清仓
MDU
MDU RES GROUP INC
-$7.0M
0
-100%
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
INTC
INTEL CORP
-$5.3M
0
-100%
增持
GDX
VANECK ETF TRUST
+$3.3M
319,753
+30%
增持
PFE
PFIZER INC
-$1.9M
193,461
+1%
减持
AAPL
APPLE INC
+$1.9M
55,137
-0%
增持
IEV
ISHARES TR
+$1.7M
82,531
+52%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.6M
253,758
+7%
减持
FHLC
FIDELITY COVINGTON TRUST
-$1.6M
97,099
-18%
增持
REM
ISHARES TR
+$1.2M
108,700
+117%
减持
GLD
SPDR GOLD TR
-$1.2M
39,650
-20%
减持
FNDF
SCHWAB STRATEGIC TR
+$1.1M
543,027
-0%
减持
JNJ
JOHNSON & JOHNSON
-$1.1M
49,986
-0%
增持
DOW
DOW INC
+$990.5K
179,813
+2%
减持
TGT
TARGET CORP
+$986.5K
60,210
-0%
增持
CSCO
CISCO SYS INC
+$971.9K
163,316
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$912.5K
195,030
+9%
增持
MLPA
GLOBAL X FDS
+$732.7K
108,847
+18%
增持
MMM
3M CO
-$628.0K
49,550
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$557.2K
36,035
-4%
增持
PSK
SPDR SER TR
+$552.8K
282,348
+3%
建仓
IVV
ISHARES TR
+$460.3K
1,119
增持
DFJ
WISDOMTREE TR
+$427.2K
59,584
+6%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$411.1K
80,924
-1%
增持
NEM
NEWMONT CORP
+$375.5K
176,983
+1%
减持
TOTL
SSGA ACTIVE ETF TR
-$349.7K
312,524
-5%
增持
—
UNILEVER PLC
+$339.9K
207,671
+0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$339.6K
84,156
-1%
增持
QCOM
QUALCOMM INC
+$298.9K
7,299
+27%
减持
SONO
SONOS INC
-$289.5K
39,208
-37%
减持
SHY
ISHARES TR
-$276.0K
12,962
-22%
减持
JOF
JAPAN SMALLER CAPITALIZATION
-$275.6K
281,698
-18%
增持
HD
HOME DEPOT INC
-$273.4K
15,965
+1%
增持
TSN
TYSON FOODS INC
-$268.7K
110,859
+1%
减持
BAR
GRANITESHARES GOLD TR
-$257.8K
22,599
-42%
减持
FISV
FISERV INC
+$248.3K
25,790
-2%
建仓
NVDA
NVIDIA CORPORATION
+$242.8K
874
减持
MCK
MCKESSON CORP
-$241.5K
1,458
-28%
减持
MINT
PIMCO ETF TR
-$233.2K
10,578
-19%
增持
CFG
CITIZENS FINL GROUP INC
-$232.9K
30,978
+4%
建仓
HPQ
HP INC
+$219.5K
7,412
增持
PEP
PEPSICO INC
+$216.7K
2,562
+85%
增持
—
EXXON MOBIL CORP
+$214.0K
7,935
+33%
清仓
—
CHUBB LIMITED
-$210.6K
0
-100%
清仓
—
VMWARE INC
-$204.2K
0
-100%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$184.4K
381,128
+2%
减持
O
REALTY INCOME CORP
-$148.7K
6,516
-27%
增持
—
TOTALENERGIES SE
-$146.9K
69,036
+0%
增持
C
CITIGROUP INC
+$144.3K
23,544
+11%
增持
VOD
VODAFONE GROUP PLC NEW
+$136.3K
41,230
+31%
增持
MSFT
MICROSOFT CORP
+$133.7K
1,744
+13%
减持
XLU
SELECT SECTOR SPDR TR
-$130.8K
12,675
-10%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$117.5K
80,812
-4%
增持
GSK
GSK PLC
+$116.9K
20,451
+16%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$113.2K
544,818
+4%
增持
EWG
ISHARES INC
+$112.9K
25,833
+3%
减持
USB
US BANCORP DEL
-$102.7K
12,657
-2%
增持
EWS
ISHARES INC
+$101.7K
81,079
+1%
减持
MRK
MERCK & CO INC
-$100.2K
13,508
-3%
减持
BND
VANGUARD BD INDEX FDS
-$99.5K
4,275
-26%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$94.8K
19,271
-25%
减持
MFC
MANULIFE FINL CORP
+$94.1K
200,649
-0%
增持
ASEA
GLOBAL X FDS
+$90.8K
62,954
+9%
减持
AMGN
AMGEN INC
-$84.5K
2,914
-3%
减持
GLW
CORNING INC
+$81.1K
24,506
-0%
减持
CAG
CONAGRA BRANDS INC
-$76.5K
25,460
-5%
减持
WASH
WASHINGTON TR BANCORP INC
-$72.3K
6,045
-0%
增持
CVX
CHEVRON CORP NEW
-$71.9K
4,474
+0%
减持
CI
THE CIGNA GROUP
-$70.9K
926
-0%
增持
NGG
NATIONAL GRID PLC
+$70.6K
8,938
+0%
减持
AMZN
AMAZON COM INC
+$56.4K
2,991
-1%
减持
—
LABORATORY CORP AMER HLDGS
-$55.7K
3,687
-4%
减持
SHEL
SHELL PLC
-$54.4K
24,367
-5%
减持
VTV
VANGUARD INDEX FDS
-$53.7K
6,345
-4%
增持
UNH
UNITEDHEALTH GROUP INC
-$51.1K
916
+0%
增持
—
EASTERLY GOVT PPTYS INC
-$50.0K
384,865
+3%
减持
EWU
ISHARES TR
+$49.1K
30,860
-0%
增持
CMCSA
COMCAST CORP NEW
+$48.4K
13,400
+2%
增持
GOOG
ALPHABET INC
+$46.0K
2,612
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$44.2K
12,517
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$43.4K
6,554
-3%
减持
LFMD
LIFEMD INC
-$43.0K
178,369
-0%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$42.2K
72,906
+6%
减持
PSX
PHILLIPS 66
-$38.0K
11,338
-1%
减持
—
MEDTRONIC PLC
+$33.1K
9,973
-0%
减持
ES
EVERSOURCE ENERGY
-$32.0K
5,526
-0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$31.5K
24,743
-3%
增持
AMLP
ALPS ETF TR
+$29.9K
37,544
+1%
减持
BWA
BORGWARNER INC
+$25.8K
6,684
-11%
减持
GILD
GILEAD SCIENCES INC
-$24.1K
5,484
-2%
减持
SPG
SIMON PPTY GROUP INC NEW
-$24.1K
2,273
-4%
增持
BAC
BANK AMERICA CORP
-$22.7K
15,899
+10%
增持
ABT
ABBOTT LABS
-$21.2K
2,562
+0%
减持
—
PHYSICIANS RLTY TR
-$19.5K
69,647
-5%
增持
AEP
AMERICAN ELEC PWR CO INC
-$16.6K
5,411
+1%
减持
IP
INTERNATIONAL PAPER CO
+$15.9K
12,096
-0%
增持
F
FORD MTR CO DEL
+$14.1K
12,400
+1%
减持
RIO
RIO TINTO PLC
-$13.4K
5,137
-0%
增持
WMT
WALMART INC
+$12.5K
1,607
+2%
增持
CSX
CSX CORP
-$10.8K
11,671
+0%
增持
PG
PROCTER AND GAMBLE CO
-$10.6K
4,696
+0%
增持
—
ASTRAZENECA PLC
+$8.9K
4,337
+1%
增持
PFFD
GLOBAL X FDS
+$8.5K
12,853
+1%
减持
STZ
CONSTELLATION BRANDS INC
-$6.2K
1,040
-0%
减持
VNQ
VANGUARD INDEX FDS
-$6.1K
2,880
-3%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
-$5.1K
22,423
+0%
增持
ABBV
ABBVIE INC
-$4.3K
2,090
+0%
增持
MO
ALTRIA GROUP INC
-$3.3K
4,714
+1%
减持
GIS
GENERAL MLS INC
+$1.9K
9,577
-2%
减持
MFG
MIZUHO FINANCIAL GROUP INC
-$1.8K
18,094
-3%
