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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 114 项
建仓 5
增持 54
减持 49
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
DOW
DOW INC
-$9.8M
0
-100%
增持
MOO
VANECK ETF TRUST
+$2.0M
36,979
+373%
增持
GUNR
FLEXSHARES TR
+$1.6M
87,958
+85%
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
+$1.3M
35,232
-1%
减持
GDX
VANECK ETF TRUST
+$1.1M
555,006
-1%
建仓
PICK
ISHARES INC
+$1.0M
24,823
清仓
—
LABORATORY CORP AMER HLDGS
-$726.6K
0
-100%
减持
TOTL
SSGA ACTIVE ETF TR
-$698.4K
247,800
-6%
减持
PSK
SPDR SER TR
-$678.3K
247,200
-5%
减持
JNJ
JOHNSON & JOHNSON
-$626.1K
45,662
-1%
建仓
LH
LABCORP HOLDINGS INC
+$622.9K
3,061
增持
SCHD
SCHWAB STRATEGIC TR
+$598.1K
35,365
+31%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$565.3K
401,059
+1%
减持
CSCO
CISCO SYS INC
-$515.1K
151,553
-2%
减持
—
UNILEVER PLC
+$490.9K
114,043
-1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$467.8K
32,025
+49%
减持
FISV
FISERV INC
-$403.0K
18,613
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$394.5K
209,405
-0%
清仓
DOC
HEALTHPEAK PROPERTIES INC
-$367.6K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$349.5K
8,996
+967%
增持
FDVV
FIDELITY COVINGTON TRUST
+$339.9K
37,909
+20%
减持
PSX
PHILLIPS 66
-$335.7K
9,830
-7%
减持
—
TOTALENERGIES SE
-$319.7K
64,958
-4%
增持
VBR
VANGUARD INDEX FDS
+$315.6K
22,102
+13%
增持
DFAW
DIMENSIONAL ETF TRUST
+$302.2K
15,015
+50%
增持
VIGI
VANGUARD WHITEHALL FDS
+$296.5K
10,886
+51%
增持
DFSD
DIMENSIONAL ETF TRUST
+$287.8K
16,502
+59%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$265.7K
7,925
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$251.9K
292,302
+3%
减持
DFJ
WISDOMTREE TR
-$231.4K
74,800
-1%
增持
MLPA
GLOBAL X FDS
+$230.1K
159,330
+2%
减持
—
MEDTRONIC PLC
-$229.9K
6,274
-24%
减持
NEM
NEWMONT CORP
-$225.6K
7,413
-50%
清仓
CMCSA
COMCAST CORP NEW
-$222.8K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$216.1K
0
-100%
增持
SPYD
SPDR SER TR
+$210.8K
311,606
+3%
建仓
SGDM
SPROTT ETF TRUST
+$206.7K
7,750
增持
DSTL
ETF SER SOLUTIONS
+$202.2K
13,508
+48%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$201.4K
495
增持
PFE
PFIZER INC
+$191.5K
197,835
+3%
减持
GLD
SPDR GOLD TR
+$185.1K
27,981
-1%
减持
IVV
ISHARES TR
-$179.7K
414
-46%
增持
FTGS
FIRST TR EXCHANGE TRADED FD
+$172.1K
15,240
+60%
减持
REM
ISHARES TR
-$161.5K
140,378
-0%
减持
FHLC
FIDELITY COVINGTON TRUST
-$161.2K
61,276
-2%
减持
JOF
JAPAN SMALLER CAPITALIZATION
-$150.7K
196,835
-4%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$143.6K
469,406
-6%
增持
VYMI
VANGUARD WHITEHALL FDS
+$128.2K
375,170
+1%
增持
FNDF
SCHWAB STRATEGIC TR
+$128.0K
718,998
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$126.0K
73,779
-2%
减持
—
EASTERLY GOVT PPTYS INC
-$115.9K
20,735
-36%
增持
SHY
ISHARES TR
+$111.4K
12,456
+12%
减持
MRK
MERCK & CO INC
-$107.5K
12,662
-0%
减持
IEV
ISHARES TR
-$105.3K
79,596
-1%
减持
RTX
RTX CORPORATION
+$91.2K
54,596
-1%
减持
MFC
MANULIFE FINL CORP
-$79.8K
166,360
-8%
减持
PFF
ISHARES TR
-$79.8K
17,666
-11%
减持
GSK
GSK PLC
-$79.8K
18,033
-0%
减持
SHEL
SHELL PLC
+$78.4K
21,014
-2%
减持
AMGN
AMGEN INC
-$77.2K
2,057
-19%
增持
EWS
ISHARES INC
+$75.9K
78,910
+1%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$70.4K
36,284
-16%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$69.3K
5,322
+19%
减持
GOOG
ALPHABET INC
+$66.5K
2,363
-2%
减持
ASEA
GLOBAL X FDS
-$66.3K
66,117
-5%
减持
EWG
ISHARES INC
-$60.9K
25,249
-4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$56.9K
1,507
+0%
增持
GIS
GENERAL MLS INC
-$52.1K
7,855
+0%
减持
VOD
VODAFONE GROUP PLC NEW
-$49.7K
10,797
-34%
增持
CSX
CSX CORP
-$41.4K
11,874
+0%
增持
AMZN
AMAZON COM INC
+$40.3K
3,032
+0%
减持
GOOGL
ALPHABET INC
+$40.2K
2,202
-8%
增持
HPQ
HP INC
+$37.5K
7,745
+0%
减持
VTV
VANGUARD INDEX FDS
-$36.4K
5,798
-3%
减持
EWJV
ISHARES TR
-$34.7K
6,946
-10%
增持
AMLP
ALPS ETF TR
+$33.1K
40,557
+1%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$30.8K
4,197
+2%
增持
MSFT
MICROSOFT CORP
+$30.4K
1,147
+0%
减持
QCOM
QUALCOMM INC
+$28.3K
6,653
-13%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$28.2K
14,146
+25%
增持
CI
THE CIGNA GROUP
-$24.4K
747
+0%
增持
PEP
PEPSICO INC
-$24.0K
2,279
+0%
减持
XLU
SELECT SECTOR SPDR TR
+$23.5K
9,554
-0%
增持
NVS
NOVARTIS AG
+$21.8K
2,120
+1%
增持
ABBV
ABBVIE INC
-$21.1K
2,038
+0%
增持
ABT
ABBOTT LABS
-$21.0K
2,160
+0%
增持
ES
EVERSOURCE ENERGY
-$20.3K
5,409
+0%
减持
EWU
ISHARES TR
+$19.3K
32,583
-0%
增持
FPE
FIRST TR EXCH TRADED FD III
+$18.5K
22,803
+4%
增持
DFAC
DIMENSIONAL ETF TRUST
+$18.2K
14,097
+3%
减持
GLW
CORNING INC
-$17.1K
8,628
-19%
增持
MO
ALTRIA GROUP INC
+$16.6K
4,950
+1%
增持
STZ
CONSTELLATION BRANDS INC
-$14.1K
982
+0%
减持
META
META PLATFORMS INC
-$13.4K
544
-8%
增持
EWJ
ISHARES INC
-$12.7K
4,122
+0%
增持
RIO
RIO TINTO PLC
+$11.7K
4,412
+1%
减持
BAC
BANK AMERICA CORP
+$11.6K
15,353
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$10.0K
6,737
+3%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$9.5K
60,836
-2%
减持
VTIP
VANGUARD MALVERN FDS
-$9.3K
6,099
-4%
增持
F
FORD MTR CO DEL
-$8.8K
12,630
+0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$8.2K
23,825
+3%
减持
PG
PROCTER AND GAMBLE CO
+$7.9K
4,260
-0%
增持
—
EXXON MOBIL CORP
-$7.1K
6,793
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
+$6.3K
4,811
-0%
增持
GD
GENERAL DYNAMICS CORP
+$6.0K
716
+0%
增持
SPG
SIMON PPTY GROUP INC NEW
-$5.3K
1,671
+2%
增持
IXJ
ISHARES TR
+$5.1K
5,503
+1%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$4.9K
18,119
+0%
增持
CVX
CHEVRON CORP NEW
-$3.1K
4,094
+0%
清仓
—
TONIX PHARMACEUTICALS HLDG C
-$2.5K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$1.4K
7,091
+0%
增持
—
CHUBB LIMITED
-$332
822
+1%
减持
C
CITIGROUP INC
+$26
20,998
-0%
