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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 112 项
建仓 16
增持 44
减持 46
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
IAT
ISHARES TR
-$12.1M
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$5.7M
0
-100%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.1M
710,123
+3%
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
+$1.7M
371,833
+4%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$1.4M
31,636
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
27,049
+120%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$1.2M
282,742
+5%
增持
SPYD
SPDR SER TR
+$1.1M
302,755
+6%
减持
NEM
NEWMONT CORP
-$1.0M
14,954
-61%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$1.0M
396,512
+3%
增持
GDX
VANECK ETF TRUST
+$1.0M
561,272
+4%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$976.9K
21,480
增持
VBR
VANGUARD INDEX FDS
+$961.0K
19,496
+26%
增持
MLPA
GLOBAL X FDS
+$822.2K
155,483
+3%
减持
AAPL
APPLE INC
-$787.2K
35,683
-1%
增持
RTX
RTX CORPORATION
+$764.0K
55,262
+1%
减持
—
EASTERLY GOVT PPTYS INC
-$643.9K
32,354
-57%
建仓
DFAW
DIMENSIONAL ETF TRUST
+$591.8K
10,008
建仓
VIGI
VANGUARD WHITEHALL FDS
+$588.3K
7,215
清仓
—
PHYSICIANS RLTY TR
-$508.5K
0
-100%
减持
FISV
FISERV INC
+$505.1K
19,879
-1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$495.1K
61,922
+0%
建仓
DSTL
ETF SER SOLUTIONS
+$492.0K
9,126
建仓
DFSD
DIMENSIONAL ETF TRUST
+$487.8K
10,370
增持
SHY
ISHARES TR
+$486.4K
11,074
+117%
减持
MFC
MANULIFE FINL CORP
+$478.7K
180,405
-1%
增持
GUNR
FLEXSHARES TR
+$388.9K
47,450
+25%
减持
TOTL
SSGA ACTIVE ETF TR
-$380.5K
263,196
-3%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$367.6K
19,605
减持
GLD
SPDR GOLD TR
+$338.6K
28,344
-1%
减持
NVDA
NVIDIA CORPORATION
+$336.8K
843
-2%
增持
PSX
PHILLIPS 66
+$324.6K
10,550
+0%
增持
DFJ
WISDOMTREE TR
+$323.5K
75,683
+3%
增持
MOO
VANECK ETF TRUST
+$301.4K
7,819
+108%
减持
DOW
DOW INC
+$297.1K
169,034
-2%
建仓
FTGS
FIRST TR EXCHANGE-TRADED FD
+$293.1K
9,543
减持
PSK
SPDR SER TR
+$292.6K
259,988
-1%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$287.4K
4,125
建仓
NBBK
NB BANCORP INC
+$273.2K
20,000
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$272.4K
499,768
-6%
减持
MRK
MERCK & CO INC
+$267.2K
12,693
-2%
减持
FHLC
FIDELITY COVINGTON TRUST
+$252.6K
62,558
-2%
清仓
VNQ
VANGUARD INDEX FDS
-$240.4K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$224.2K
75,186
+2%
建仓
CMCSA
COMCAST CORP NEW
+$222.8K
5,139
清仓
PFFD
GLOBAL X FDS
-$221.9K
0
-100%
建仓
—
CHUBB LIMITED
+$210.6K
810
减持
C
CITIGROUP INC
+$210.2K
21,070
-3%
增持
—
UNILEVER PLC
+$209.7K
115,168
+0%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$208.3K
0
-100%
增持
AMLP
ALPS ETF TR
+$206.9K
40,303
+0%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$206.9K
7,089
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$205.0K
1,506
建仓
GD
GENERAL DYNAMICS CORP
+$201.6K
713
增持
DFIC
DIMENSIONAL ETF TRUST
+$183.7K
23,107
+36%
减持
QCOM
QUALCOMM INC
+$180.1K
7,659
-1%
减持
CSCO
CISCO SYS INC
-$158.0K
154,585
-1%
增持
PFE
PFIZER INC
-$139.1K
192,573
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$133.7K
209,936
-0%
增持
BAC
BANK AMERICA CORP
+$125.5K
15,697
+12%
增持
IXJ
ISHARES TR
+$125.3K
5,429
+24%
减持
ASEA
GLOBAL X FDS
-$108.7K
69,467
-8%
增持
VYM
VANGUARD WHITEHALL FDS
+$104.9K
6,521
+6%
减持
RIO
RIO TINTO PLC
-$101.3K
4,381
-14%
减持
IEV
ISHARES TR
+$100.6K
80,186
-3%
增持
AMZN
AMAZON COM INC
+$89.8K
3,025
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$80.8K
13,654
+12%
减持
—
EXXON MOBIL CORP
+$79.5K
6,789
-4%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$75.6K
4,486
+9%
减持
VOD
VODAFONE GROUP PLC NEW
-$66.0K
16,348
-31%
减持
—
LABORATORY CORP AMER HLDGS
-$62.2K
3,326
-4%
减持
META
META PLATFORMS INC
+$60.5K
592
-8%
减持
JNJ
JOHNSON & JOHNSON
-$56.2K
46,147
-2%
减持
GILD
GILEAD SCIENCES INC
-$55.6K
2,949
-12%
增持
ABBV
ABBVIE INC
+$55.6K
2,035
+0%
增持
MSFT
MICROSOFT CORP
+$52.6K
1,146
+0%
增持
XLU
SELECT SECTOR SPDR TR
+$51.9K
9,557
+5%
减持
CI
THE CIGNA GROUP
+$47.3K
746
-0%
减持
PG
PROCTER AND GAMBLE CO
+$45.0K
4,280
-3%
减持
EWS
ISHARES INC
-$40.4K
78,387
-1%
增持
IVV
ISHARES TR
+$38.4K
773
+0%
增持
GIS
GENERAL MLS INC
+$38.3K
7,846
+0%
减持
JOF
JAPAN SMALLER CAPITALIZATION
+$34.1K
205,857
-3%
减持
NGG
NATIONAL GRID PLC
-$34.1K
7,762
-5%
增持
CSX
CSX CORP
+$29.7K
11,830
+0%
减持
EWU
ISHARES TR
+$28.9K
32,656
-1%
增持
GOOGL
ALPHABET INC
+$27.4K
2,391
+0%
减持
SHEL
SHELL PLC
+$25.0K
21,455
-0%
减持
VTV
VANGUARD INDEX FDS
+$24.9K
5,969
-6%
减持
—
TOTALENERGIES SE
+$24.7K
67,574
-0%
增持
REM
ISHARES TR
-$22.5K
140,802
+1%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$20.6K
43,388
-4%
减持
VTIP
VANGUARD MALVERN FDS
-$18.4K
6,376
-6%
增持
UNH
UNITEDHEALTH GROUP INC
-$17.3K
552
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$17.0K
11,352
-3%
减持
AEP
AMERICAN ELEC PWR CO INC
+$16.9K
4,829
-2%
减持
STZ
CONSTELLATION BRANDS INC
+$15.0K
981
-6%
减持
CVX
CHEVRON CORP NEW
-$15.0K
4,079
-8%
增持
F
FORD MTR CO DEL
+$14.7K
12,592
+1%
增持
MO
ALTRIA GROUP INC
+$13.4K
4,899
+1%
增持
PEP
PEPSICO INC
+$12.5K
2,268
+0%
增持
FPE
FIRST TR EXCH TRADED FD III
+$12.3K
21,843
+1%
减持
GLW
CORNING INC
-$9.7K
10,688
-10%
减持
ABT
ABBOTT LABS
-$9.2K
2,159
-7%
增持
NVS
NOVARTIS AG
-$8.5K
2,107
+0%
增持
AMGN
AMGEN INC
-$6.0K
2,531
+0%
减持
—
MEDTRONIC PLC
-$3.5K
8,304
-5%
增持
—
ASTRAZENECA PLC
+$3.2K
3,996
+1%
建仓
—
TONIX PHARMACEUTICALS HLDG C
+$2.5K
13,326
减持
GSK
GSK PLC
+$1.6K
18,054
-13%
增持
HPQ
HP INC
+$1.4K
7,733
+0%
减持
PFF
ISHARES TR
-$487
19,769
-3%
