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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 109 项
建仓 4
增持 53
减持 45
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
GDX
VANECK ETF TRUST
-$2.9M
571,260
+2%
减持
TOTL
SSGA ACTIVE ETF TR
-$2.7M
160,491
-27%
增持
FNDF
SCHWAB STRATEGIC TR
-$2.2M
760,731
+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
VCRB
VANGUARD MALVERN FDS
+$2.1M
45,786
+173%
减持
PSK
SPDR SER TR
-$1.9M
206,421
-15%
增持
VYMI
VANGUARD WHITEHALL FDS
-$1.6M
390,386
+2%
减持
GUNR
FLEXSHARES TR
-$1.6M
316,176
-0%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$1.2M
417,995
+2%
减持
PFE
PFIZER INC
-$1.1M
174,787
-12%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$1.1M
19,325
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$956.7K
205,528
-2%
增持
CSCO
CISCO SYS INC
+$938.6K
151,601
+0%
减持
JNJ
JOHNSON & JOHNSON
-$819.7K
45,447
-0%
减持
—
TOTALENERGIES SE
-$713.2K
62,941
-2%
减持
MOO
VANECK ETF TRUST
-$682.4K
57,670
-1%
增持
MLPA
GLOBAL X FDS
+$657.5K
175,061
+5%
减持
AAPL
APPLE INC
-$552.3K
29,039
-14%
减持
FHLC
FIDELITY COVINGTON TRUST
-$549.1K
58,940
-2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$506.9K
54,115
+31%
减持
IEV
ISHARES TR
-$499.1K
79,257
-0%
清仓
—
MEDTRONIC PLC
-$482.0K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$480.2K
71,472
-3%
增持
SCHD
SCHWAB STRATEGIC TR
+$476.6K
164,797
+246%
建仓
TLT
ISHARES TR
+$437.6K
5,011
增持
FPE
FIRST TR EXCH TRADED FD III
+$427.5K
47,675
+107%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$412.9K
455,957
-1%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$385.1K
324,627
+6%
清仓
—
UNILEVER PLC
-$319.9K
0
-100%
增持
REM
ISHARES TR
-$310.3K
142,732
+1%
清仓
NEM
NEWMONT CORP
-$269.3K
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$251.9K
0
-100%
清仓
GLW
CORNING INC
-$248.9K
0
-100%
增持
RTX
RTX CORPORATION
-$236.7K
55,044
+1%
清仓
CI
THE CIGNA GROUP
-$233.1K
0
-100%
减持
MRK
MERCK & CO INC
-$225.4K
12,348
-4%
建仓
GM
GENERAL MTRS CO
+$219.7K
4,123
清仓
GD
GENERAL DYNAMICS CORP
-$216.8K
0
-100%
减持
PSX
PHILLIPS 66
-$210.6K
8,474
-5%
建仓
IP
INTERNATIONAL PAPER CO
+$210.5K
3,912
减持
QCOM
QUALCOMM INC
-$191.7K
5,037
-11%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$189.5K
59,880
-1%
减持
GLD
SPDR GOLD TR
-$180.8K
27,143
-2%
增持
DFJ
WISDOMTREE TR
-$173.1K
78,691
+4%
减持
JOF
JAPAN SMALLER CAPITALIZATION
-$162.4K
188,705
-3%
减持
VYM
VANGUARD WHITEHALL FDS
-$144.5K
5,025
-18%
减持
AMGN
AMGEN INC
-$144.0K
1,732
-6%
减持
EWU
ISHARES TR
-$137.7K
32,989
-2%
减持
MFC
MANULIFE FINL CORP
-$129.5K
143,999
-7%
增持
PICK
ISHARES INC
-$127.8K
87,272
+19%
增持
DFSD
DIMENSIONAL ETF TRUST
+$124.8K
22,999
+15%
增持
AMLP
ALPS ETF TR
+$114.1K
42,253
+4%
减持
—
EASTERLY GOVT PPTYS INC
-$109.2K
12,470
-32%
增持
EWS
ISHARES INC
+$108.2K
86,523
+8%
增持
SHY
ISHARES TR
+$103.3K
18,494
+9%
减持
FISV
FISERV INC
-$99.6K
13,513
-16%
减持
—
EXXON MOBIL CORP
-$98.1K
6,037
-5%
减持
SHEL
SHELL PLC
-$81.3K
20,334
-1%
增持
GSK
GSK PLC
-$73.3K
20,461
+9%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$71.1K
6,802
+11%
减持
AEP
AMERICAN ELEC PWR CO INC
-$71.1K
4,512
-5%
增持
IXJ
ISHARES TR
-$65.9K
5,495
+0%
增持
SPYD
SPDR SER TR
+$65.6K
346,050
+6%
减持
RIO
RIO TINTO PLC
-$61.7K
4,317
-3%
减持
PEP
PEPSICO INC
-$60.5K
2,128
-7%
减持
—
CHUBB LIMITED
-$59.7K
821
-18%
减持
AMZN
AMAZON COM INC
+$58.5K
1,820
-0%
增持
ES
EVERSOURCE ENERGY
-$57.4K
5,411
+0%
减持
CVX
CHEVRON CORP NEW
-$55.8K
3,962
-7%
减持
PFF
ISHARES TR
-$55.4K
16,992
-4%
增持
DFIC
DIMENSIONAL ETF TRUST
-$54.0K
24,828
+0%
增持
DFAW
DIMENSIONAL ETF TRUST
+$49.8K
18,455
+6%
增持
DSTL
ETF SER SOLUTIONS
+$45.9K
15,972
+9%
减持
HPQ
HP INC
-$45.5K
7,093
-8%
增持
NVDA
NVIDIA CORPORATION
+$44.1K
3,151
+1%
增持
ASEA
GLOBAL X FDS
-$43.0K
66,820
+3%
增持
UNH
UNITEDHEALTH GROUP INC
-$42.2K
555
+1%
增持
GOOG
ALPHABET INC
+$41.8K
1,787
+0%
减持
XLU
SELECT SECTOR SPDR TR
-$40.6K
5,833
-2%
增持
GOOGL
ALPHABET INC
+$40.1K
1,699
+0%
减持
BAC
BANK AMERICA CORP
-$40.1K
12,467
-16%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$40.0K
9,010
-15%
增持
ABBV
ABBVIE INC
-$38.2K
1,957
+0%
增持
STZ
CONSTELLATION BRANDS INC
-$35.9K
983
+0%
减持
VTV
VANGUARD INDEX FDS
-$35.2K
5,798
-0%
增持
EWG
ISHARES INC
-$31.7K
27,270
+3%
减持
LH
LABCORP HOLDINGS INC
-$31.0K
2,554
-7%
增持
VIGI
VANGUARD WHITEHALL FDS
+$29.1K
14,239
+13%
减持
PG
PROCTER AND GAMBLE CO
-$27.7K
4,162
-1%
减持
ABT
ABBOTT LABS
-$27.4K
1,920
-10%
增持
NGG
NATIONAL GRID PLC
+$26.8K
9,074
+21%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$26.7K
17,934
+4%
增持
CSX
CSX CORP
-$25.6K
11,959
+0%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$23.0K
40,949
+12%
增持
VBR
VANGUARD INDEX FDS
+$22.8K
24,486
+2%
减持
EWJ
ISHARES INC
-$19.8K
4,090
-1%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$17.4K
11,986
+6%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$16.0K
7,093
+0%
增持
FDVV
FIDELITY COVINGTON TRUST
+$12.6K
40,318
+2%
增持
EWJV
ISHARES TR
-$12.0K
6,924
+0%
增持
GIS
GENERAL MLS INC
-$10.8K
8,158
+13%
减持
MFG
MIZUHO FINANCIAL GROUP INC
+$10.7K
17,682
-2%
增持
MO
ALTRIA GROUP INC
+$8.7K
5,046
+1%
增持
META
META PLATFORMS INC
+$7.5K
388
+1%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$6.8K
4,183
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.8K
14,308
+0%
增持
MSFT
MICROSOFT CORP
-$5.2K
815
+0%
增持
VTIP
VANGUARD MALVERN FDS
-$4.6K
6,130
+0%
减持
SPG
SIMON PPTY GROUP INC NEW
+$4.3K
1,387
-0%
增持
F
FORD MTR CO
-$1.8K
13,333
+5%
