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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 100 项
建仓 1
增持 50
减持 43
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$34.0M
609,521
+3054%
增持
EWJ
ISHARES INC
+$12.9M
191,940
+4593%
增持
GDX
VANECK ETF TRUST
+$7.1M
576,225
+1%
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。
清仓
FISV
FISERV INC
-$2.8M
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$2.7M
395,762
+1%
减持
AAPL
APPLE INC
-$2.4M
22,015
-24%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.4M
764,957
+1%
增持
GUNR
FLEXSHARES TR
+$1.7M
339,378
+7%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$1.1M
331,950
+2%
增持
MLPA
GLOBAL X FDS
+$1.1M
182,522
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.0M
198,287
+20%
减持
GLD
SPDR GOLD TR
+$946.4K
26,093
-4%
减持
JNJ
JOHNSON & JOHNSON
+$839.9K
44,697
-2%
增持
SPYD
SPDR SER TR
+$838.0K
357,018
+3%
减持
RTX
RTX CORPORATION
+$836.4K
54,402
-1%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$799.5K
418,805
+0%
减持
TOTL
SSGA ACTIVE ETF TR
-$785.8K
137,404
-14%
减持
PFE
PFIZER INC
-$712.7K
154,871
-11%
减持
—
TOTALENERGIES SE
+$684.1K
62,776
-0%
增持
VCRB
VANGUARD MALVERN FDS
+$644.8K
53,155
+16%
减持
SHY
ISHARES TR
-$499.1K
12,293
-34%
增持
PICK
ISHARES INC
+$486.1K
98,644
+13%
减持
IEV
ISHARES TR
+$456.2K
78,734
-1%
增持
DFAW
DIMENSIONAL ETF TRUST
+$441.8K
26,020
+41%
减持
PSK
SPDR SER TR
-$395.9K
198,020
-4%
增持
MOO
VANECK ETF TRUST
+$391.9K
60,581
+5%
增持
DFJ
WISDOMTREE TR
+$387.7K
79,482
+1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$367.6K
61,273
+13%
增持
DSTL
ETF SER SOLUTIONS
+$324.5K
22,156
+39%
增持
ASEA
GLOBAL X FDS
+$307.2K
88,631
+33%
增持
VBR
VANGUARD INDEX FDS
-$284.7K
24,521
+0%
清仓
UNH
UNITEDHEALTH GROUP INC
-$280.7K
0
-100%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$274.5K
58,303
-3%
减持
MFC
MANULIFE FINL CORP
-$256.4K
133,734
-7%
清仓
HPQ
HP INC
-$233.5K
0
-100%
增持
SHEL
SHELL PLC
+$232.5K
20,560
+1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$229.9K
16,504
+16%
增持
DFSD
DIMENSIONAL ETF TRUST
+$226.9K
27,463
+19%
增持
REM
ISHARES TR
+$220.7K
145,633
+2%
清仓
GM
GENERAL MTRS CO
-$219.7K
0
-100%
建仓
CI
THE CIGNA GROUP
+$219.1K
666
清仓
STZ
CONSTELLATION BRANDS INC
-$217.2K
0
-100%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$207.7K
19,026
+59%
减持
JOF
JAPAN SMALLER CAPITALIZATION
-$179.4K
151,136
-20%
减持
CSCO
CISCO SYS INC
+$174.1K
148,257
-2%
减持
QCOM
QUALCOMM INC
-$171.9K
3,918
-22%
减持
BAC
BANK AMERICA CORP
-$170.5K
9,045
-27%
增持
AMLP
ALPS ETF TR
+$169.6K
42,444
+0%
减持
EWS
ISHARES INC
+$153.5K
86,029
-1%
清仓
—
EASTERLY GOVT PPTYS INC
-$141.7K
0
-100%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$122.0K
445,418
-2%
减持
EWU
ISHARES TR
+$114.6K
32,904
-0%
减持
GSK
GSK PLC
+$108.0K
20,435
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$104.7K
69,300
-3%
增持
MRK
MERCK & CO INC
-$104.2K
12,523
+1%
减持
FHLC
FIDELITY COVINGTON TRUST
+$100.0K
57,841
-2%
增持
CVX
CHEVRON CORP NEW
+$93.5K
3,989
+1%
增持
AMGN
AMGEN INC
+$89.4K
1,736
+0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$86.3K
43,067
-10%
增持
NVDA
NVIDIA CORPORATION
-$80.8K
3,158
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
+$74.0K
4,485
-1%
增持
—
EXXON MOBIL CORP
+$69.1K
6,041
+0%
减持
GOOGL
ALPHABET INC
-$66.8K
1,648
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$66.3K
201,453
-2%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$63.0K
6,511
-4%
增持
ABBV
ABBVIE INC
+$62.8K
1,959
+0%
增持
NGG
NATIONAL GRID PLC
+$58.3K
9,246
+2%
减持
AMZN
AMAZON COM INC
-$56.4K
1,802
-1%
增持
DFIC
DIMENSIONAL ETF TRUST
+$49.5K
24,889
+0%
减持
PSX
PHILLIPS 66
+$44.9K
8,182
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$43.1K
9,062
+1%
增持
MO
ALTRIA GROUP INC
+$41.9K
5,094
+1%
减持
RIO
RIO TINTO PLC
-$41.2K
3,466
-20%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$38.2K
493
-0%
增持
MSFT
MICROSOFT CORP
-$37.5K
816
+0%
增持
FDVV
FIDELITY COVINGTON TRUST
+$36.9K
41,339
+3%
减持
ABT
ABBOTT LABS
+$35.8K
1,907
-1%
减持
PFF
ISHARES TR
-$35.3K
16,235
-4%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$34.9K
17,754
-1%
增持
—
ASTRAZENECA PLC
+$33.7K
4,031
+1%
增持
CSX
CSX CORP
-$32.4K
12,012
+0%
增持
GIS
GENERAL MLS INC
-$32.0K
8,166
+0%
减持
IXJ
ISHARES TR
-$30.7K
4,843
-12%
减持
NVS
NOVARTIS AG
+$28.2K
2,103
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$23.0K
4,793
-5%
增持
DFAC
DIMENSIONAL ETF TRUST
-$22.0K
14,335
+0%
增持
—
CHUBB LIMITED
+$21.2K
822
+0%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$21.1K
4,172
-0%
减持
VTIP
VANGUARD MALVERN FDS
-$20.0K
5,548
-9%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$19.8K
7,095
+0%
增持
XLU
SELECT SECTOR SPDR TR
+$19.7K
5,850
+0%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$18.9K
39,551
-3%
增持
PG
PROCTER AND GAMBLE CO
+$14.1K
4,178
+0%
减持
VTV
VANGUARD INDEX FDS
-$9.6K
5,627
-3%
减持
META
META PLATFORMS INC
-$9.1K
378
-3%
增持
SPG
SIMON PPTY GROUP INC NEW
-$7.2K
1,395
+1%
增持
PEP
PEPSICO INC
-$6.0K
2,139
+1%
减持
LH
LABCORP HOLDINGS INC
+$5.6K
2,541
-1%
增持
F
FORD MTR CO
+$2.0K
13,358
+0%
增持
IP
INTERNATIONAL PAPER CO
-$1.6K
3,916
+0%
