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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 99 项
建仓 5
增持 29
减持 55
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SERIES TRUST
+$11.0M
330,702
+58%
增持
SHY
ISHARES TR
+$8.4M
130,042
+348%
增持
GUNR
FLEXSHARES TR
+$6.3M
575,792
+26%
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
MOO
VANECK ETF TRUST
-$4.5M
0
-100%
清仓
—
TOTALENERGIES SE
-$3.9M
0
-100%
清仓
TOTL
SSGA ACTIVE ETF TR
-$3.7M
0
-100%
清仓
REM
ISHARES TR
-$3.1M
0
-100%
减持
GDX
VANECK ETF TRUST
+$1.9M
494,029
-7%
清仓
PSK
SPDR SERIES TRUST
-$1.9M
0
-100%
减持
VYMI
VANGUARD WHITEHALL FDS
+$1.8M
408,201
-1%
减持
FNDF
SCHWAB STRATEGIC TR
+$1.8M
793,737
-0%
增持
VCRB
VANGUARD MALVERN FDS
+$1.7M
121,431
+23%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$1.1M
717,499
-1%
减持
IEV
ISHARES TR
-$881.2K
62,198
-21%
减持
GLD
SPDR GOLD TR
+$827.9K
24,631
-2%
减持
SPYD
SPDR SERIES TRUST
-$647.7K
379,329
-2%
减持
PICK
ISHARES INC
+$626.2K
95,644
-1%
减持
VTIP
VANGUARD MALVERN FDS
-$566.9K
53,462
-16%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$503.5K
0
-100%
减持
PFE
PFIZER INC
-$453.2K
121,890
-11%
增持
MRK
MERCK & CO INC
+$439.2K
19,854
+1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$436.8K
104,530
+10%
清仓
CSX
CSX CORP
-$430.0K
0
-100%
增持
FHLC
FIDELITY COVINGTON TRUST
+$424.3K
56,810
+0%
增持
DFAW
DIMENSIONAL ETF TRUST
+$418.3K
36,164
+15%
清仓
DJD
INVESCO EXCHANGE TRADED FD T
-$416.8K
0
-100%
减持
RTX
RTX CORPORATION
+$404.4K
27,858
-1%
建仓
AXP
AMERICAN EXPRESS CO
+$400.0K
1,081
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$376.7K
462,367
+3%
清仓
HD
HOME DEPOT INC
-$365.4K
0
-100%
减持
MSFT
MICROSOFT CORP
-$358.0K
797
-44%
减持
AMLP
ALPS ETF TR
-$343.6K
40,109
-16%
建仓
LLY
ELI LILLY & CO
+$325.4K
303
增持
DFSD
DIMENSIONAL ETF TRUST
+$311.3K
48,882
+16%
减持
QCOM
QUALCOMM INC
-$306.9K
1,465
-56%
增持
VIGI
VANGUARD WHITEHALL FDS
+$276.7K
25,381
+11%
减持
JOF
JAPAN SMALLER CAPITALIZATION
-$267.6K
115,120
-22%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$253.6K
209,349
+3%
建仓
CLS
CELESTICA INC
+$222.9K
754
清仓
CAT
CATERPILLAR INC
-$222.3K
0
-100%
建仓
GEV
GE VERNOVA INC
+$206.8K
316
增持
VEA
VANGUARD TAX-MANAGED FDS
+$206.0K
69,540
+1%
建仓
RIO
RIO TINTO PLC
+$204.2K
2,551
减持
JPM
JPMORGAN CHASE & CO.
-$192.8K
629
-50%
减持
MFC
MANULIFE FINL CORP
+$177.1K
107,809
-10%
减持
CSCO
CISCO SYS INC
+$165.1K
132,209
-10%
减持
GIS
GENERAL MLS INC
-$130.5K
6,051
-26%
减持
PG
PROCTER AND GAMBLE CO
-$122.8K
4,659
-9%
增持
VBR
VANGUARD INDEX FDS
+$110.2K
25,326
+1%
减持
GSK
GSK PLC
-$106.7K
13,749
-24%
减持
SCHD
SCHWAB STRATEGIC TR
-$105.6K
220,803
-2%
增持
DSTL
ETF SER SOLUTIONS
+$104.6K
28,393
+5%
减持
EWS
ISHARES INC
-$99.0K
82,373
-1%
减持
LH
LABCORP HOLDINGS INC
-$95.4K
1,899
-5%
减持
BAC
BANK AMERICA CORP
-$91.4K
5,547
-28%
减持
JNJ
JOHNSON & JOHNSON
+$88.6K
39,627
-9%
增持
—
EXXON MOBIL CORP
+$74.4K
6,410
+4%
减持
META
META PLATFORMS INC
-$74.1K
348
-16%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$72.0K
23,169
+8%
增持
FDVV
FIDELITY COVINGTON TRUST
+$67.4K
43,146
+1%
减持
EWG
ISHARES INC
-$65.8K
24,321
-8%
减持
ASEA
GLOBAL X FDS
-$65.3K
88,166
-12%
增持
PSX
PHILLIPS 66
-$52.9K
8,099
+0%
减持
NVDA
NVIDIA CORPORATION
-$50.3K
3,424
-7%
减持
CVX
CHEVRON CORP NEW
-$47.1K
3,814
-6%
增持
DFIC
DIMENSIONAL ETF TRUST
+$45.6K
25,367
+0%
增持
MO
ALTRIA GROUP INC
-$41.2K
5,221
+1%
减持
ABT
ABBOTT LABS
-$39.6K
1,712
-10%
减持
GOOGL
ALPHABET INC
-$39.3K
1,540
-28%
减持
MLPA
GLOBAL X FDS
-$35.4K
204,424
-0%
减持
AMGN
AMGEN INC
+$35.3K
1,394
-7%
减持
DFJ
WISDOMTREE TR
+$31.6K
85,115
-1%
减持
NEM
NEWMONT CORP
+$30.8K
2,548
-4%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$28.9K
56,089
-3%
减持
IXJ
ISHARES TR
+$28.8K
4,627
-3%
减持
ABBV
ABBVIE INC
-$21.6K
1,060
-7%
减持
GOOG
ALPHABET INC
-$20.0K
1,345
-26%
增持
AEP
AMERICAN ELEC PWR CO INC
+$17.5K
5,341
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$15.6K
14,528
+0%
增持
TJX
TJX COS INC NEW
+$15.5K
1,622
+0%
减持
REI
RING ENERGY INC
-$14.2K
15,000
-40%
减持
VTV
VANGUARD INDEX FDS
-$13.5K
5,397
-3%
减持
F
FORD MTR CO
+$13.2K
13,023
-1%
减持
AAPL
APPLE INC
-$13.1K
19,422
-7%
增持
VYM
VANGUARD WHITEHALL FDS
+$12.8K
4,797
+0%
减持
AMZN
AMAZON COM INC
-$12.2K
1,546
-8%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$11.5K
17,836
+0%
减持
NGG
NATIONAL GRID PLC
+$10.7K
8,872
-5%
减持
PEP
PEPSICO INC
-$10.7K
2,150
-6%
增持
XLU
SELECT SECTOR SPDR TR
-$8.7K
10,936
+101%
减持
SHEL
SHELL PLC
+$7.6K
19,873
-2%
减持
GE
GE AEROSPACE
+$6.7K
1,039
-0%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$6.6K
16,416
-5%
减持
—
CHUBB LIMITED
+$6.3K
821
-7%
减持
EWJ
ISHARES INC
+$6.3K
202,282
-1%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$3.7K
18,214
-4%
减持
EWU
ISHARES TR
+$3.2K
31,150
-4%
增持
GD
GENERAL DYNAMICS CORP
-$2.6K
727
+0%
增持
IWR
ISHARES TR
-$280
2,226
+0%
