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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 114 项
建仓 8
增持 40
减持 54
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
GDX
VANECK ETF TRUST
+$5.0M
539,277
+23%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$4.7M
268,742
+45%
增持
SPYD
SPDR SER TR
+$4.5M
286,684
+48%
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
VYMI
VANGUARD WHITEHALL FDS
+$3.1M
358,500
+7%
减持
NEM
NEWMONT CORP
-$3.0M
38,152
-69%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.4M
686,751
+5%
清仓
TGT
TARGET CORP
-$2.3M
0
-100%
减持
IAT
ISHARES TR
+$2.2M
290,276
-0%
清仓
TSN
TYSON FOODS INC
-$1.8M
0
-100%
清仓
HD
HOME DEPOT INC
-$1.7M
0
-100%
减持
—
EASTERLY GOVT PPTYS INC
-$1.6M
75,619
-66%
清仓
MMM
3M CO
-$1.3M
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$1.3M
15,446
+65%
增持
GUNR
FLEXSHARES TR
+$1.2M
38,092
+277%
增持
DFJ
WISDOMTREE TR
+$938.6K
73,744
+11%
建仓
SCHD
SCHWAB STRATEGIC TR
+$937.7K
12,317
减持
PFE
PFIZER INC
-$855.5K
190,450
-0%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$722.8K
385,333
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$703.7K
34,587
-2%
减持
TOTL
SSGA ACTIVE ETF TR
-$687.0K
271,340
-10%
减持
RTX
RTX CORPORATION
+$642.0K
54,976
-1%
建仓
PFF
ISHARES TR
+$637.6K
20,444
减持
AAPL
APPLE INC
+$635.7K
35,870
-2%
减持
CSCO
CISCO SYS INC
-$612.9K
155,846
-1%
减持
VTIP
VANGUARD MALVERN FDS
-$599.7K
6,818
-65%
清仓
MINT
PIMCO ETF TR
-$573.6K
0
-100%
减持
MFC
MANULIFE FINL CORP
+$530.3K
182,334
-5%
减持
DOW
DOW INC
+$466.9K
173,140
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$443.9K
210,105
+1%
增持
MLPA
GLOBAL X FDS
+$436.5K
150,682
+8%
清仓
CMCSA
COMCAST CORP NEW
-$435.3K
0
-100%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$434.4K
17,015
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$411.5K
45,424
+326%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$396.1K
530,009
-5%
减持
PSK
SPDR SER TR
-$359.0K
261,729
-7%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$355.4K
12,160
增持
REM
ISHARES TR
+$312.0K
139,669
+7%
清仓
CAG
CONAGRA BRANDS INC
-$292.6K
0
-100%
减持
IEV
ISHARES TR
+$291.6K
82,545
-3%
清仓
IP
INTERNATIONAL PAPER CO
-$274.1K
0
-100%
减持
FHLC
FIDELITY COVINGTON TRUST
-$263.1K
63,566
-12%
清仓
CEF
SPROTT PHYSICAL GOLD & SILVE
-$260.8K
0
-100%
清仓
SONO
SONOS INC
-$258.1K
0
-100%
清仓
WMT
WALMART INC
-$252.4K
0
-100%
建仓
HPQ
HP INC
+$234.5K
7,722
建仓
SPG
SIMON PPTY GROUP INC NEW
+$233.1K
1,634
清仓
USB
US BANCORP DEL
-$228.0K
0
-100%
建仓
AVGO
BROADCOM INC
+$228.0K
204
减持
VT
VANGUARD INTL EQUITY INDEX F
+$223.2K
61,695
-6%
减持
—
UNILEVER PLC
-$216.6K
114,905
-2%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$208.3K
584
减持
QCOM
QUALCOMM INC
+$204.7K
7,721
-6%
减持
JNJ
JOHNSON & JOHNSON
-$189.0K
46,932
-3%
增持
BAC
BANK AMERICA CORP
+$184.7K
14,064
+33%
减持
—
EXXON MOBIL CORP
-$172.4K
7,097
-5%
减持
FISV
FISERV INC
+$157.1K
20,114
-10%
减持
VOD
VODAFONE GROUP PLC NEW
-$154.5K
23,696
-39%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$152.2K
74,069
-5%
减持
SHY
ISHARES TR
-$143.3K
5,110
-26%
减持
C
CITIGROUP INC
+$139.4K
21,818
-9%
减持
JOF
JAPAN SMALLER CAPITALIZATION
-$129.8K
211,939
-13%
减持
SHEL
SHELL PLC
-$125.3K
21,480
-10%
增持
IXJ
ISHARES TR
+$111.3K
4,387
+34%
减持
—
PHYSICIANS RLTY TR
-$102.2K
38,201
-24%
减持
CVX
CHEVRON CORP NEW
-$101.0K
4,414
-2%
减持
PSX
PHILLIPS 66
+$98.3K
10,505
-3%
增持
MRK
MERCK & CO INC
+$91.7K
12,911
+1%
增持
EWG
ISHARES INC
+$91.7K
26,267
+0%
增持
EWU
ISHARES TR
+$90.5K
32,929
+4%
减持
GLW
CORNING INC
-$86.1K
11,886
-19%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$85.4K
11,667
-1%
减持
GLD
SPDR GOLD TR
-$79.5K
28,730
-12%
增持
VTV
VANGUARD INDEX FDS
+$79.1K
6,337
+1%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$78.5K
4,101
+16%
减持
—
LABORATORY CORP AMER HLDGS
+$77.6K
3,470
-2%
增持
ASEA
GLOBAL X FDS
+$75.9K
75,294
+1%
增持
AMZN
AMAZON COM INC
+$74.8K
3,000
+0%
减持
—
TOTALENERGIES SE
-$67.8K
67,847
-4%
减持
AMGN
AMGEN INC
-$58.5K
2,520
-14%
增持
NVDA
NVIDIA CORPORATION
+$54.3K
858
+1%
增持
XLU
SELECT SECTOR SPDR TR
+$51.4K
9,087
+2%
减持
MSFT
MICROSOFT CORP
+$49.6K
1,142
-5%
减持
GILD
GILEAD SCIENCES INC
-$47.6K
3,353
-21%
增持
CSX
CSX CORP
+$47.4K
11,792
+0%
增持
IVV
ISHARES TR
+$38.5K
770
+1%
增持
VNQ
VANGUARD INDEX FDS
+$35.1K
2,721
+1%
增持
GOOGL
ALPHABET INC
+$29.8K
2,387
+3%
减持
GSK
GSK PLC
-$28.5K
20,645
-6%
减持
PEP
PEPSICO INC
-$26.6K
2,263
-7%
增持
GIS
GENERAL MLS INC
+$25.5K
7,839
+3%
减持
PG
PROCTER AND GAMBLE CO
-$24.5K
4,432
-4%
减持
NGG
NATIONAL GRID PLC
+$24.4K
8,150
-8%
增持
AMLP
ALPS ETF TR
+$20.8K
40,120
+0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$19.4K
21,712
-10%
增持
EWJ
ISHARES INC
+$17.7K
4,119
+1%
增持
MOO
VANECK ETF TRUST
+$15.4K
3,755
+9%
减持
ABT
ABBOTT LABS
+$11.1K
2,314
-8%
减持
ABBV
ABBVIE INC
+$10.9K
2,033
-0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$10.9K
4,911
-10%
增持
PFFD
GLOBAL X FDS
+$10.4K
11,376
+1%
增持
CI
THE CIGNA GROUP
+$10.3K
747
+0%
减持
EWS
ISHARES INC
+$10.2K
79,121
-1%
增持
STZ
CONSTELLATION BRANDS INC
-$9.9K
1,041
+0%
减持
GOOG
ALPHABET INC
+$9.0K
2,409
-4%
减持
VYM
VANGUARD WHITEHALL FDS
+$7.1K
6,128
-6%
增持
MO
ALTRIA GROUP INC
-$6.1K
4,848
+1%
增持
EWJV
ISHARES TR
+$6.1K
7,700
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$4.9K
551
-3%
减持
META
META PLATFORMS INC
-$3.9K
642
-17%
减持
—
MEDTRONIC PLC
-$3.5K
8,754
-5%
增持
F
FORD MTR CO DEL
-$2.4K
12,511
+0%
减持
—
ASTRAZENECA PLC
-$1.7K
3,971
-0%
增持
NVS
NOVARTIS AG
-$1.3K
2,103
+0%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$509
18,032
+1%
