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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 113 项
增持 40
减持 65
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SPYD
SPDR SER TR
+$4.9M
193,131
+291%
减持
TGT
TARGET CORP
-$4.4M
21,106
-59%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$4.4M
185,874
+139%
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
AAPL
APPLE INC
-$4.2M
36,624
-32%
减持
TSN
TYSON FOODS INC
-$2.8M
36,568
-59%
增持
VYMI
VANGUARD WHITEHALL FDS
+$2.7M
334,574
+17%
减持
NEM
NEWMONT CORP
-$2.5M
123,729
-25%
减持
—
EASTERLY GOVT PPTYS INC
-$2.5M
225,037
-35%
减持
HD
HOME DEPOT INC
-$2.3M
5,584
-57%
减持
MMM
3M CO
-$2.3M
14,140
-61%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.3M
654,778
+14%
减持
RTX
RTX CORPORATION
-$1.5M
55,352
-0%
增持
MLPA
GLOBAL X FDS
+$1.4M
139,912
+24%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.3M
65,723
-14%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$1.3M
0
-100%
增持
GDX
VANECK ETF TRUST
+$1.2M
436,709
+25%
减持
TOTL
SSGA ACTIVE ETF TR
-$1.1M
300,349
-4%
减持
FHLC
FIDELITY COVINGTON TRUST
-$1.1M
72,222
-16%
减持
GLD
SPDR GOLD TR
-$978.8K
32,498
-12%
增持
—
TOTALENERGIES SE
+$654.5K
70,549
+2%
增持
PFE
PFIZER INC
-$653.9K
191,093
+0%
增持
DFJ
WISDOMTREE TR
+$607.8K
66,535
+11%
清仓
CFG
CITIZENS FINL GROUP INC
-$560.6K
0
-100%
减持
FISV
FISERV INC
-$554.0K
22,263
-8%
增持
VBR
VANGUARD INDEX FDS
+$542.5K
9,340
+63%
减持
JNJ
JOHNSON & JOHNSON
-$523.9K
48,444
-1%
减持
CAG
CONAGRA BRANDS INC
-$515.6K
10,669
-55%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$497.3K
559,406
+3%
增持
IAT
ISHARES TR
+$421.7K
291,559
+4%
减持
GLW
CORNING INC
-$408.3K
14,705
-40%
减持
—
UNILEVER PLC
-$395.3K
117,149
-1%
减持
MINT
PIMCO ETF TR
-$388.8K
5,728
-41%
减持
SHY
ISHARES TR
-$388.4K
6,947
-41%
减持
DOW
DOW INC
-$388.1K
175,100
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$375.9K
35,303
+3%
减持
PSK
SPDR SER TR
-$356.7K
281,336
-1%
清仓
O
REALTY INCOME CORP
-$326.1K
0
-100%
清仓
BAR
GRANITESHARES GOLD TR
-$296.2K
0
-100%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$286.8K
376,497
-1%
减持
MFC
MANULIFE FINL CORP
-$277.0K
191,429
-4%
减持
IEV
ISHARES TR
-$275.8K
85,307
-1%
清仓
SGDM
SPROTT ETF TRUST
-$275.5K
0
-100%
减持
SONO
SONOS INC
-$270.7K
19,994
-38%
减持
PSX
PHILLIPS 66
+$250.6K
10,822
-2%
减持
CSCO
CISCO SYS INC
+$243.1K
157,855
-1%
清仓
HPQ
HP INC
-$229.9K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$220.9K
77,668
-1%
清仓
BWA
BORGWARNER INC
-$218.3K
0
-100%
清仓
AVGO
BROADCOM INC
-$216.4K
0
-100%
减持
MSFT
MICROSOFT CORP
-$206.0K
1,203
-30%
增持
AMLP
ALPS ETF TR
+$205.6K
39,931
+6%
减持
MRK
MERCK & CO INC
-$172.9K
12,787
-1%
减持
—
LABORATORY CORP AMER HLDGS
-$169.3K
3,537
-3%
减持
USB
US BANCORP DEL
-$168.9K
6,795
-43%
减持
XLU
SELECT SECTOR SPDR TR
-$159.5K
8,893
-15%
减持
JOF
JAPAN SMALLER CAPITALIZATION
-$158.4K
244,507
-7%
减持
—
PHYSICIANS RLTY TR
-$157.7K
50,097
-9%
减持
UNH
UNITEDHEALTH GROUP INC
-$156.2K
566
-38%
增持
GUNR
FLEXSHARES TR
+$141.7K
10,105
+52%
减持
AMGN
AMGEN INC
+$136.2K
2,918
-0%
减持
—
MEDTRONIC PLC
-$132.0K
9,239
-5%
减持
IVV
ISHARES TR
-$120.6K
763
-24%
增持
C
CITIGROUP INC
-$112.6K
23,899
+0%
减持
CMCSA
COMCAST CORP NEW
-$112.2K
9,817
-26%
减持
GIS
GENERAL MLS INC
-$97.4K
7,581
-0%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$91.7K
3,547
+39%
增持
GSK
GSK PLC
+$90.8K
21,908
+11%
减持
SHEL
SHELL PLC
+$86.0K
23,899
-1%
减持
QCOM
QUALCOMM INC
-$73.2K
8,211
-1%
减持
ES
EVERSOURCE ENERGY
-$73.2K
5,407
-1%
减持
BAC
BANK AMERICA CORP
-$69.5K
10,549
-16%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$68.4K
11,785
+0%
减持
NGG
NATIONAL GRID PLC
-$67.3K
8,894
-1%
减持
AEP
AMERICAN ELEC PWR CO INC
-$66.9K
5,447
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$64.5K
208,911
+3%
增持
REM
ISHARES TR
+$55.2K
130,246
+5%
减持
IP
INTERNATIONAL PAPER CO
-$54.1K
7,728
-25%
增持
CVX
CHEVRON CORP NEW
+$52.2K
4,504
+0%
减持
CI
THE CIGNA GROUP
-$45.9K
746
-19%
减持
—
ASTRAZENECA PLC
-$41.2K
3,975
-8%
减持
PFFD
GLOBAL X FDS
-$40.1K
11,242
-13%
增持
CSX
CSX CORP
-$37.9K
11,753
+0%
增持
PEP
PEPSICO INC
-$37.6K
2,443
+0%
减持
VOD
VODAFONE GROUP PLC NEW
-$35.8K
38,617
-9%
增持
F
FORD MTR CO DEL
-$33.3K
12,470
+0%
减持
ABT
ABBOTT LABS
-$33.1K
2,515
-1%
减持
—
EXXON MOBIL CORP
+$30.6K
7,501
-6%
增持
ABBV
ABBVIE INC
+$29.6K
2,040
+0%
增持
GOOGL
ALPHABET INC
+$28.5K
2,320
+1%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$28.0K
15,059
-6%
增持
PG
PROCTER AND GAMBLE CO
-$24.5K
4,621
+0%
减持
VNQ
VANGUARD INDEX FDS
-$22.3K
2,687
-0%
增持
VTV
VANGUARD INDEX FDS
-$20.1K
6,295
+1%
减持
GOOG
ALPHABET INC
+$19.5K
2,507
-3%
减持
EWS
ISHARES INC
-$19.1K
80,074
-0%
减持
VYM
VANGUARD WHITEHALL FDS
-$18.3K
6,551
-0%
增持
EWU
ISHARES TR
-$15.7K
31,536
+1%
增持
MO
ALTRIA GROUP INC
-$13.4K
4,798
+1%
增持
ASEA
GLOBAL X FDS
-$12.3K
74,296
+1%
减持
GILD
GILEAD SCIENCES INC
-$12.0K
4,260
-1%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
-$12.0K
10,675
+0%
增持
AMZN
AMAZON COM INC
-$9.3K
2,997
+0%
减持
EWJV
ISHARES TR
+$9.1K
7,657
-0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$7.7K
24,134
-2%
增持
IXJ
ISHARES TR
-$6.8K
3,266
+1%
减持
EWJ
ISHARES INC
-$6.6K
4,089
-0%
减持
MFG
MIZUHO FINANCIAL GROUP INC
+$5.7K
17,936
-1%
增持
MOO
VANECK ETF TRUST
+$5.4K
3,440
+6%
增持
WMT
WALMART INC
+$4.9K
1,578
+0%
增持
NVS
NOVARTIS AG
+$2.3K
2,097
+0%
减持
NVDA
NVIDIA CORPORATION
+$897
852
-3%
增持
RIO
RIO TINTO PLC
+$645
5,110
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$202
19,532
+0%
