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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 116 项
建仓 13
增持 32
减持 67
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
—
UNILEVER PLC
-$4.6M
118,597
-43%
建仓
DJD
INVESCO EXCHANGE TRADED FD T
+$3.3M
77,921
减持
TGT
TARGET CORP
-$3.2M
51,158
-15%
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
RTX
RAYTHEON TECHNOLOGIES CORP
-$2.8M
55,563
-34%
增持
VYMI
VANGUARD WHITEHALL FDS
+$2.3M
284,824
+12%
减持
TSN
TYSON FOODS INC
-$2.0M
90,059
-19%
建仓
SPYD
SPDR SER TR
+$1.8M
49,446
减持
NEM
NEWMONT CORP
-$1.6M
165,615
-6%
减持
MMM
3M CO
-$1.6M
36,005
-27%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.5M
572,287
+5%
减持
AAPL
APPLE INC
+$1.4M
54,164
-2%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$1.3M
44,609
-39%
建仓
VBR
VANGUARD INDEX FDS
+$947.2K
5,727
减持
PFE
PFIZER INC
-$900.8K
190,635
-1%
减持
GLD
SPDR GOLD TR
-$714.1K
36,746
-7%
减持
HD
HOME DEPOT INC
-$701.3K
12,910
-19%
增持
REM
ISHARES TR
+$553.6K
124,050
+14%
减持
FHLC
FIDELITY COVINGTON TRUST
-$540.0K
86,005
-11%
清仓
MCK
MCKESSON CORP
-$520.2K
0
-100%
减持
DOW
DOW INC
-$441.1K
176,799
-2%
减持
CFG
CITIZENS FINL GROUP INC
-$380.3K
21,494
-31%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$376.6K
202,947
+4%
减持
JNJ
JOHNSON & JOHNSON
+$321.3K
48,750
-2%
清仓
BND
VANGUARD BD INDEX FDS
-$315.7K
0
-100%
增持
MLPA
GLOBAL X FDS
+$303.0K
112,534
+3%
减持
CSCO
CISCO SYS INC
-$294.2K
159,319
-2%
增持
IAT
ISHARES TR
-$288.4K
281,262
+3%
建仓
IXJ
ISHARES TR
+$276.0K
3,248
建仓
GOOGL
ALPHABET INC
+$275.1K
2,298
减持
—
PHYSICIANS RLTY TR
-$271.4K
54,924
-21%
建仓
GUNR
FLEXSHARES TR
+$267.0K
6,663
建仓
MOO
VANECK ETF TRUST
+$265.4K
3,247
清仓
SPG
SIMON PPTY GROUP INC NEW
-$254.5K
0
-100%
建仓
EWJ
ISHARES INC
+$253.1K
4,090
减持
—
EASTERLY GOVT PPTYS INC
-$252.0K
347,316
-10%
减持
SONO
SONOS INC
-$240.5K
32,382
-17%
减持
GIS
GENERAL MLS INC
-$235.9K
7,595
-21%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$231.9K
2,555
建仓
META
META PLATFORMS INC
+$221.0K
770
增持
IEV
ISHARES TR
+$219.3K
86,021
+4%
建仓
AVGO
BROADCOM INC
+$216.4K
249
增持
GDX
VANECK ETF TRUST
+$216.0K
350,714
+10%
清仓
WASH
WASHINGTON TR BANCORP INC
-$212.9K
0
-100%
建仓
NVS
NOVARTIS AG
+$211.4K
2,095
建仓
EWJV
ISHARES TR
+$209.5K
7,658
减持
XLU
SELECT SECTOR SPDR TR
-$174.4K
10,446
-18%
减持
FISV
FISERV INC
+$153.8K
24,327
-6%
减持
TOTL
SSGA ACTIVE ETF TR
-$152.8K
312,457
-0%
减持
CAG
CONAGRA BRANDS INC
-$148.1K
23,967
-6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$146.9K
34,206
-5%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$145.9K
540,937
-1%
减持
BAR
GRANITESHARES GOLD TR
-$144.7K
15,581
-31%
增持
ASEA
GLOBAL X FDS
+$140.5K
73,700
+17%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$138.8K
10,668
-52%
减持
GILD
GILEAD SCIENCES INC
-$123.8K
4,299
-22%
减持
EWS
ISHARES INC
-$120.9K
80,416
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$115.2K
11,766
-6%
减持
SHY
ISHARES TR
-$114.0K
11,728
-10%
减持
BWA
BORGWARNER INC
-$109.9K
4,464
-33%
减持
IP
INTERNATIONAL PAPER CO
-$107.9K
10,320
-15%
减持
PSX
PHILLIPS 66
-$99.7K
11,006
-3%
增持
PSK
SPDR SER TR
-$99.7K
283,504
+0%
减持
BAC
BANK AMERICA CORP
-$96.4K
12,490
-21%
减持
MFC
MANULIFE FINL CORP
+$92.4K
199,699
-0%
增持
—
TOTALENERGIES SE
-$88.5K
69,124
+0%
减持
O
REALTY INCOME CORP
-$88.2K
5,431
-17%
减持
MINT
PIMCO ETF TR
-$87.5K
9,648
-9%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$84.4K
379,031
-1%
减持
MSFT
MICROSOFT CORP
+$82.9K
1,721
-1%
增持
AMZN
AMAZON COM INC
+$81.4K
2,994
+0%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$75.6K
16,027
-17%
减持
USB
US BANCORP DEL
-$65.5K
11,839
-6%
减持
ABBV
ABBVIE INC
-$58.5K
2,038
-2%
增持
AMGN
AMGEN INC
-$56.4K
2,919
+0%
减持
—
MEDTRONIC PLC
+$54.3K
9,716
-3%
增持
QCOM
QUALCOMM INC
+$53.9K
8,276
+13%
增持
VOD
VODAFONE GROUP PLC NEW
-$53.3K
42,530
+3%
减持
MRK
MERCK & CO INC
+$51.6K
12,907
-4%
减持
SHEL
SHELL PLC
+$50.5K
24,058
-1%
增持
CSX
CSX CORP
+$49.9K
11,711
+0%
减持
JOF
JAPAN SMALLER CAPITALIZATION
-$49.7K
263,453
-6%
减持
ES
EVERSOURCE ENERGY
-$44.9K
5,466
-1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$40.2K
76,430
-6%
减持
CMCSA
COMCAST CORP NEW
+$39.5K
13,178
-2%
减持
GOOG
ALPHABET INC
+$39.4K
2,572
-2%
减持
—
LABORATORY CORP AMER HLDGS
+$34.5K
3,648
-1%
减持
VTIP
VANGUARD MALVERN FDS
-$34.2K
19,471
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$33.8K
78,314
-3%
增持
F
FORD MTR CO DEL
+$31.9K
12,435
+0%
增持
AMLP
ALPS ETF TR
+$28.4K
37,732
+1%
减持
RIO
RIO TINTO PLC
-$27.8K
5,085
-1%
减持
GSK
GSK PLC
-$24.4K
19,720
-4%
增持
CVX
CHEVRON CORP NEW
-$22.7K
4,495
+0%
减持
CI
THE CIGNA GROUP
+$22.7K
925
-0%
增持
—
EXXON MOBIL CORP
-$18.7K
7,939
+0%
增持
EWU
ISHARES TR
+$18.0K
31,331
+2%
减持
ABT
ABBOTT LABS
+$17.2K
2,538
-1%
增持
AEP
AMERICAN ELEC PWR CO INC
-$15.7K
5,661
+5%
减持
PEP
PEPSICO INC
-$15.5K
2,439
-5%
增持
EWG
ISHARES INC
+$15.2K
26,266
+2%
减持
VTV
VANGUARD INDEX FDS
+$12.1K
6,252
-1%
减持
VNQ
VANGUARD INDEX FDS
-$11.5K
2,694
-6%
减持
WMT
WALMART INC
+$10.5K
1,575
-2%
增持
HPQ
HP INC
+$10.4K
7,424
+0%
减持
IVV
ISHARES TR
-$10.2K
1,010
-10%
增持
MO
ALTRIA GROUP INC
+$9.5K
4,755
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.5K
919
+0%
增持
C
CITIGROUP INC
-$8.4K
23,796
+1%
减持
GLW
CORNING INC
-$8.2K
24,439
-0%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$4.8K
18,193
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.7K
6,555
+0%
增持
PFFD
GLOBAL X FDS
-$3.6K
12,976
+1%
增持
DFJ
WISDOMTREE TR
-$2.2K
59,758
+0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.8K
24,616
-1%
增持
NGG
NATIONAL GRID PLC
-$1.1K
9,010
+1%
减持
PG
PROCTER AND GAMBLE CO
+$311
4,604
-2%
