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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 102 项
建仓 4
增持 61
减持 31
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$4.8M
710,799
+17%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$4.7M
27,218
-94%
增持
FNDF
SCHWAB STRATEGIC TR
+$3.8M
784,531
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。
+3%
增持
GDX
VANECK ETF TRUST
+$3.5M
576,462
+0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$3.2M
403,847
+2%
减持
PSK
SPDR SERIES TRUST
-$3.1M
104,355
-47%
增持
GUNR
FLEXSHARES TR
+$2.7M
395,851
+17%
增持
EWJ
ISHARES INC
+$2.0M
202,111
+5%
增持
VCRB
VANGUARD MALVERN FDS
+$1.6M
73,231
+38%
减持
LFMD
LIFEMD INC
+$1.4M
171,894
-4%
增持
VTIP
VANGUARD MALVERN FDS
+$1.3M
31,593
+469%
增持
CSCO
CISCO SYS INC
+$1.2M
149,042
+1%
增持
DFJ
WISDOMTREE TR
+$985.6K
85,025
+7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$846.0K
201,452
-0%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$757.6K
0
-100%
增持
IEV
ISHARES TR
+$742.6K
84,189
+7%
减持
RTX
RTX CORPORATION
+$730.9K
54,355
-0%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$729.8K
58,279
-0%
减持
TOTL
SSGA ACTIVE ETF TR
-$707.2K
120,390
-12%
增持
FBND
FIDELITY MERRIMACK STR TR
+$688.8K
76,150
+24%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$687.6K
342,626
+3%
增持
SHY
ISHARES TR
+$603.9K
19,562
+59%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$552.7K
0
-100%
清仓
PFF
ISHARES TR
-$498.9K
0
-100%
增持
MOO
VANECK ETF TRUST
+$471.3K
62,267
+3%
减持
AAPL
APPLE INC
-$439.5K
21,693
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$435.6K
69,428
+0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$405.6K
19,690
+19%
增持
JNJ
JOHNSON & JOHNSON
-$405.1K
45,874
+3%
增持
PG
PROCTER AND GAMBLE CO
+$402.4K
6,994
+67%
建仓
GE
GE AEROSPACE
+$373.9K
1,453
增持
MRK
MERCK & CO INC
+$366.4K
18,772
+50%
增持
DFAW
DIMENSIONAL ETF TRUST
+$348.0K
28,958
+11%
清仓
ES
EVERSOURCE ENERGY
-$336.1K
0
-100%
增持
DFSD
DIMENSIONAL ETF TRUST
+$324.0K
33,931
+24%
减持
FHLC
FIDELITY COVINGTON TRUST
-$316.1K
56,851
-2%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$294.3K
999
减持
GLD
SPDR GOLD TR
+$292.2K
25,623
-2%
增持
—
EXXON MOBIL CORP
+$278.2K
9,246
+53%
增持
ASEA
GLOBAL X FDS
+$270.5K
99,579
+12%
增持
VBR
VANGUARD INDEX FDS
+$237.9K
24,530
+0%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$235.8K
424,868
+1%
清仓
RIO
RIO TINTO PLC
-$212.6K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$210.9K
723
建仓
KO
COCA COLA CO
+$210.3K
2,950
清仓
IP
INTERNATIONAL PAPER CO
-$208.9K
0
-100%
增持
DSTL
ETF SER SOLUTIONS
+$208.4K
25,477
+15%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$205.0K
22,207
-44%
增持
EWS
ISHARES INC
+$200.7K
86,403
+0%
减持
JOF
JAPAN SMALLER CAPITALIZATION
+$178.5K
150,052
-1%
减持
REM
ISHARES TR
-$171.2K
144,845
-1%
增持
PFE
PFIZER INC
-$164.9K
155,092
+0%
减持
ABBV
ABBVIE INC
-$160.2K
1,349
-31%
增持
NVDA
NVIDIA CORPORATION
+$159.5K
3,176
+1%
增持
SPYD
SPDR SERIES TRUST
+$154.2K
375,953
+5%
增持
EWG
ISHARES INC
+$143.7K
27,296
+0%
增持
FDVV
FIDELITY COVINGTON TRUST
+$129.7K
41,908
+1%
增持
AMLP
ALPS ETF TR
+$127.7K
47,733
+12%
增持
—
TOTALENERGIES SE
-$121.9K
65,036
+4%
减持
BAC
BANK AMERICA CORP
-$119.8K
5,444
-40%
增持
DFIC
DIMENSIONAL ETF TRUST
+$92.2K
25,198
+1%
增持
CVX
CHEVRON CORP NEW
-$91.8K
4,020
+1%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$82.9K
17,873
+1%
减持
PICK
ISHARES INC
+$81.8K
96,317
-2%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$81.2K
20,368
+7%
减持
NGG
NATIONAL GRID PLC
+$81.1K
9,242
-0%
增持
EWU
ISHARES TR
+$79.1K
33,032
+0%
减持
SHEL
SHELL PLC
-$66.0K
20,458
-0%
增持
GIS
GENERAL MLS INC
-$64.7K
8,175
+0%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$61.4K
4,087
-2%
减持
META
META PLATFORMS INC
+$60.6K
377
-0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$60.3K
5,305
+18%
增持
MLPA
GLOBAL X FDS
+$57.2K
194,681
+7%
减持
GSK
GSK PLC
-$55.6K
19,203
-6%
增持
AMGN
AMGEN INC
-$55.0K
1,741
+0%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$52.6K
6,527
+0%
增持
SCHD
SCHWAB STRATEGIC TR
-$46.9K
207,441
+5%
增持
DFAC
DIMENSIONAL ETF TRUST
+$45.9K
14,477
+1%
减持
LH
LABCORP HOLDINGS INC
+$44.2K
2,421
-5%
增持
CSX
CSX CORP
+$40.0K
12,060
+0%
增持
PEP
PEPSICO INC
-$37.5K
2,145
+0%
增持
GOOGL
ALPHABET INC
+$35.7K
1,649
+0%
减持
PSX
PHILLIPS 66
-$35.2K
8,174
-0%
减持
IXJ
ISHARES TR
-$31.2K
4,768
-2%
减持
AMZN
AMAZON COM INC
+$29.7K
1,698
-6%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$24.6K
7,016
-1%
增持
XLU
SELECT SECTOR SPDR TR
+$21.7K
5,914
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$20.9K
4,794
+0%
增持
NVS
NOVARTIS AG
+$20.8K
2,110
+0%
减持
VTV
VANGUARD INDEX FDS
+$20.6K
5,586
-1%
减持
GOOG
ALPHABET INC
+$18.8K
1,680
-6%
减持
MFC
MANULIFE FINL CORP
-$17.7K
129,790
-3%
减持
QCOM
QUALCOMM INC
-$16.8K
3,674
-6%
减持
—
ASTRAZENECA PLC
-$16.6K
4,002
-1%
增持
TLT
ISHARES TR
-$13.9K
5,012
+0%
增持
F
FORD MTR CO
+$11.7K
13,430
+1%
增持
EWJV
ISHARES TR
+$10.8K
6,940
+0%
增持
—
CHUBB LIMITED
-$9.3K
824
+0%
增持
ABT
ABBOTT LABS
+$7.1K
1,912
+0%
增持
SPG
SIMON PPTY GROUP INC NEW
-$5.5K
1,407
+1%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$1.4K
17,774
+1%
增持
MO
ALTRIA GROUP INC
+$641
5,136
+1%
