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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 94 项
建仓 8
增持 38
减持 37
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
GDX
VANECK ETF TRUST
-$20.6M
237,556
-52%
减持
SPYD
SPDR SERIES TRUST
-$16.0M
8,699
-98%
建仓
ILF
ISHARES TR
+$14.9M
418,527
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。
建仓
AVDV
AMERICAN CENTY ETF TR
+$13.5M
135,501
清仓
CSCO
CISCO SYS INC
-$10.2M
0
-100%
增持
GUNR
FLEXSHARES TR
+$6.5M
596,907
+4%
建仓
—
TOTALENERGIES SE
+$5.7M
63,158
减持
GLD
SPDR GOLD TR
-$5.1M
10,745
-56%
清仓
MFC
MANULIFE FINL CORP
-$3.9M
0
-100%
增持
FNDF
SCHWAB STRATEGIC TR
+$3.2M
799,398
+1%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$3.2M
474,357
+3%
增持
VYMI
VANGUARD WHITEHALL FDS
+$2.1M
412,284
+1%
增持
SHY
ISHARES TR
+$2.0M
154,991
+19%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.7M
251,230
+14%
减持
JNJ
JOHNSON & JOHNSON
+$1.5M
39,554
-0%
增持
VCRB
VANGUARD MALVERN FDS
+$1.4M
140,730
+16%
增持
MLPA
GLOBAL X FDS
+$1.1M
205,014
+0%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.0M
128,125
+23%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$808.5K
223,185
+7%
增持
EWJ
ISHARES INC
+$796.6K
202,852
+0%
减持
DFJ
WISDOMTREE TR
+$471.3K
84,962
-0%
减持
PICK
ISHARES INC
+$468.4K
95,049
-1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$418.1K
54,178
-3%
清仓
AXP
AMERICAN EXPRESS CO
-$400.0K
0
-100%
减持
SHEL
SHELL PLC
+$393.7K
19,839
-0%
建仓
—
ASTRAZENECA PLC
+$390.5K
1,980
减持
PSX
PHILLIPS 66
+$386.9K
7,860
-3%
减持
AAPL
APPLE INC
-$384.5K
19,290
-1%
减持
BIL
SPDR SERIES TRUST
-$372.2K
325,702
-2%
清仓
—
ASTRAZENECA PLC
-$364.2K
0
-100%
减持
VIGI
VANGUARD WHITEHALL FDS
-$346.9K
22,318
-12%
减持
PFE
PFIZER INC
+$345.8K
120,402
-1%
清仓
LLY
ELI LILLY & CO
-$325.4K
0
-100%
减持
MRK
MERCK & CO INC
+$315.0K
19,852
-0%
建仓
MPC
MARATHON PETE CORP
+$277.4K
1,136
增持
RTX
RTX CORPORATION
+$271.8K
27,895
+0%
清仓
NEM
NEWMONT CORP
-$254.4K
0
-100%
减持
DFAW
DIMENSIONAL ETF TRUST
-$253.5K
32,826
-9%
清仓
QCOM
QUALCOMM INC
-$250.6K
0
-100%
减持
FHLC
FIDELITY COVINGTON TRUST
-$240.9K
56,552
-0%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$236.7K
727,544
+1%
增持
AMLP
ALPS ETF TR
+$232.5K
40,244
+0%
清仓
META
META PLATFORMS INC
-$229.5K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$217.9K
2,826
清仓
ABT
ABBOTT LABS
-$214.5K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO.
-$202.6K
0
-100%
建仓
WASH
WASHINGTON TR BANCORP INC
+$202.3K
6,046
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$200.2K
591
增持
VBR
VANGUARD INDEX FDS
+$194.9K
25,586
+1%
减持
CVX
CHEVRON CORPORATION
+$192.0K
3,738
-2%
减持
—
EXXON MOBIL CORP
+$171.8K
5,559
-13%
减持
NVDA
NVIDIA CORPORATION
-$137.3K
2,874
-16%
减持
DSTL
ETF SER SOLUTIONS
-$130.8K
26,633
-6%
减持
FDVV
FIDELITY COVINGTON TRUST
-$127.9K
41,963
-3%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$126.1K
25,715
+11%
减持
DFSD
DIMENSIONAL ETF TRUST
-$110.3K
46,650
-5%
减持
PG
PROCTER & GAMBLE CO
-$108.7K
3,870
-17%
减持
GOOG
ALPHABET INC
-$105.9K
1,102
-18%
减持
BAC
BANK AMERICA CORP
-$96.8K
4,273
-23%
增持
MSFT
MICROSOFT CORP
-$89.4K
800
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
+$80.0K
5,309
-1%
减持
GSK
GSK PLC
+$79.7K
13,543
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$70.6K
68,894
-1%
增持
GEV
GE VERNOVA INC
+$69.5K
317
+0%
增持
ASEA
GLOBAL X FDS
+$66.8K
88,292
+0%
减持
NGG
NATIONAL GRID PLC
+$62.0K
8,845
-0%
清仓
GGN
GAMCO GLOBAL GOLD NAT RES &
-$59.0K
0
-100%
增持
GIS
GENERAL MILLS INC
-$54.3K
6,102
+1%
减持
EWS
ISHARES INC
+$48.7K
82,026
-0%
减持
EWU
ISHARES TR
+$48.3K
31,129
-0%
增持
MO
ALTRIA GROUP INC
+$43.6K
5,223
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$42.4K
53,786
+1%
减持
IEV
ISHARES TR
-$42.0K
62,184
-0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$40.6K
7,017
+0%
减持
AMGN
AMGEN INC
+$34.1K
1,393
-0%
减持
SGDM
SPROTT ETF TRUST
+$33.9K
7,736
-2%
减持
XLU
SELECT SECTOR SPDR TR
+$33.5K
10,903
-0%
增持
REI
RING ENERGY INC
+$32.9K
30,000
+100%
增持
NVS
NOVARTIS AG
+$32.3K
1,962
+1%
增持
VTV
VANGUARD INDEX FDS
+$29.9K
5,407
+0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$28.4K
25,403
+0%
增持
GE
GE AEROSPACE
-$25.0K
1,040
+0%
增持
PEP
PEPSICO INC
+$23.8K
2,160
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$22.7K
4,802
+0%
增持
F
FORD MTR CO
-$20.4K
13,041
+0%
增持
EWG
ISHARES INC
-$20.3K
25,545
+5%
增持
JOF
JAPAN SMALLER CAPITALIZATION
-$16.4K
115,517
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$14.4K
487
-1%
增持
—
CHUBB LTD SWITZ
+$14.4K
830
+1%
增持
TJX
TJX COS INC NEW
+$10.3K
1,625
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
-$9.5K
14,557
+0%
减持
LH
LABCORP HOLDINGS INC
+$8.5K
1,817
-4%
增持
GD
GENERAL DYNAMICS CORP
+$5.3K
728
+0%
增持
IWR
ISHARES TR
+$2.5K
2,230
+0%
