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Barry Investment Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Barry Investment Advisors, LLC

No.4360 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.78亿
环比变动 Q1 2026
+$2,446.5万+5.4%
持仓股票数
102
新买入
7
加仓
35
减仓
47
清仓
4
持股不变
13
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S嘉信策略信托SCHC
9.1%8.62%$4,350.9万82.5万股$3,911.5万79.9万股+2.5万股+3.16%加仓
SSPDR道富系列信托BIL
8.98%6.58%$4,294.1万46.9万股$2,984.7万32.6万股+14.3万股+43.87%加仓
V先锋领航白厅基金VYMI
8.74%8.57%$4,179.4万42.6万股$3,885.4万41.2万股+1.3万股+3.23%加仓
V先锋领航斯科茨代尔基金VGLT
8.68%8.88%$4,149.6万75.2万股$4,027.3万72.8万股+2.4万股+3.36%加仓
FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR
6.45%7.26%$3,084.9万62.6万股$3,292.5万59.7万股+2.9万股+4.87%加仓
F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP
4.57%4.57%$2,185.2万50.2万股$2,071.0万47.4万股+2.8万股+5.90%加仓
IiShares安硕EWJ
3.98%3.78%$1,902.0万20.4万股$1,712.9万20.3万股+1,075股+0.53%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
3.94%2.82%$1,884.9万23.0万股$1,279.8万15.5万股+7.5万股+48.11%加仓
VVanEck ETF信托GDX
3.73%4.81%$1,782.6万23.6万股$2,180.1万23.8万股-1,287股-0.54%减仓
IiShares安硕信托ILF
3.05%3.28%$1,457.8万43.2万股$1,486.6万41.9万股+1.3万股+3.20%加仓
AAvantis US Small Cap Value ETFAVDV
3.03%2.98%$1,446.4万14.0万股$1,353.1万13.6万股+4,862股+3.59%加仓
V先锋领航·FSTEVWO
2.96%2.66%$1,414.0万23.7万股$1,206.3万22.3万股+1.4万股+6.14%加仓
V先锋领航·MALVERN FDSVCRB
2.92%2.4%$1,397.2万18.1万股$1,089.0万14.1万股+4.0万股+28.55%加仓
GGlobal X Mlp EtfMLPA
2.28%2.43%$1,089.0万20.5万股$1,104.4万20.5万股+153股+0.07%加仓
S嘉信策略信托SCHD
2.16%1.7%$1,034.7万32.6万股$770.8万25.1万股+7.5万股+29.89%加仓
WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES
1.81%1.91%$864.7万8.2万股$867.1万8.5万股-2,848股-3.35%减仓
F富达·MERRIMACK STR TRFBND
1.67%1.29%$799.7万17.5万股$586.8万12.8万股+4.7万股+36.70%加仓
V先锋领航国际股票指数基金VT
1.45%1.65%$691.5万4.4万股$749.4万5.4万股-1.0万股-18.68%减仓
V先锋领航·SMALLVBR
1.32%1.23%$632.5万2.6万股$555.9万2.6万股+446股+1.74%加仓
苹果AAPL
1.13%1.08%$542.3万1.9万股$489.6万1.9万股-550股-2.85%减仓
IiShares安硕PICK
1.13%1.19%$539.3万9.3万股$537.9万9.5万股-2,306股-2.43%减仓
雷神技术RTX
1.1%1.19%$525.1万2.8万股$538.1万2.8万股-220股-0.79%减仓
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE
1.02%1.27%$485.9万6.2万股$574.6万6.3万股-671股-1.06%减仓
V先锋领航·FTSEVEA
0.99%0.97%$471.8万6.6万股$441.5万6.9万股-2,680股-3.89%减仓
IiShares安硕信托IEV
0.91%0.93%$432.7万5.9万股$422.5万6.2万股-2,792股-4.49%减仓
FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC
0.89%0.88%$427.0万5.5万股$397.9万5.7万股-1,272股-2.25%减仓
SSPDR黄金信托GLD
0.82%1.02%$392.8万1.1万股$462.3万1.1万股-83股-0.77%减仓
DDimensional维度·WORLD EQUITY ETFDFAW
0.62%0.53%$296.1万3.6万股$242.2万3.3万股+2,945股+8.97%加仓
辉瑞PFE
0.58%0.75%$276.6万11.5万股$338.1万12.0万股-5,522股-4.59%减仓
V先锋领航·MALVERN FDSVTIP
0.57%0.59%$274.0万5.5万股$268.7万5.4万股+761股+1.41%加仓
默沙东MRK
0.53%0.53%$254.2万2.0万股$240.5万2.0万股-71股-0.36%减仓
IiShares安硕EWS
0.51%0.51%$242.0万8.2万股$231.5万8.2万股-284股-0.35%减仓
AALPS ETF信托AMLP
0.44%0.47%$209.4万4.0万股$211.8万4.0万股+132股+0.33%加仓
F富达Covington信托FDVV
0.43%0.51%$207.6万3.4万股$231.8万4.2万股-7,534股-17.95%减仓
DDimensional维度ETF信托DFSD
0.42%0.49%$201.2万4.2万股$223.4万4.7万股-4,516股-9.68%减仓
GGlobal X基金ASEA
0.36%0.38%$170.5万8.7万股$171.6万8.8万股-1,360股-1.54%减仓
V先锋领航白厅基金VNQ
0.35%0.44%$165.9万1.8万股$197.4万2.2万股-4,555股-20.41%减仓
F第一信托交易所交易基金SDVY
0.32%0.22%$153.9万3.6万股$101.4万2.6万股+9,963股+38.74%加仓
壳牌SHEL
0.32%0.41%$151.1万1.9万股$185.4万2.0万股-470股-2.37%减仓
IiShares安硕信托EWU
0.3%0.31%$142.8万3.1万股$141.8万3.1万股-173股-0.56%减仓
DDISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFDSTL
0.27%0.34%$130.5万2.2万股$154.2万2.7万股-4,847股-18.20%减仓
Phillips 66PSX
0.25%0.32%$120.5万7,127股$143.2万7,860股-733股-9.33%减仓
IiShares安硕EWG
0.22%0.22%$105.1万2.5万股$101.3万2.6万股-148股-0.58%减仓
V先锋领航指数基金VTV
0.2%0.23%$97.9万4,494股$106.1万5,407股-913股-16.89%减仓
DDimensional维度ETF信托DFIC
0.2%0.2%$94.9万2.5万股$90.3万2.5万股+65股+0.26%加仓
伯克希尔哈撒韦BRK.A
0.16%0.16%$74.9万1股$71.8万1股00.00%持仓不变
LLIFEMD INC COMLFMD
0.15%0.14%$71.0万17.2万股$62.1万17.2万股00.00%持仓不变
NATIONAL GRID SPONSORED ADR NENGG
0.15%0.16%$69.4万8,377股$74.8万8,845股-468股-5.29%减仓
JAPAN SMALLER CAPITALIZATIONJOF
0.14%0.28%$67.7万5.8万股$125.9万11.6万股-5.8万股-50.22%减仓
美国电力AEP
0.14%0.15%$66.1万4,829股$69.6万5,309股-480股-9.04%减仓

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