Barry Investment Advisors, LLC
NEW BEDFORD MA · SEC CIK 0001631639
$4.78亿2026Q2 申报市值
102持仓数
61.2%前十大占比 · 第一大 9.1%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BIL 加仓+$1,309.35万
SHY 加仓+$612.28万
VCRB 加仓+$310.29万
SCHD 加仓+$238.08万
FBND 加仓+$214.70万
2026Q2 卖出最多 按季末市值估算
JNJ 清仓-$966.87万
VT 减仓-$158.87万
EXXON MOBIL CORP 清仓-$94.32万
JOF 减仓-$68.33万
FDVV 减仓-$45.42万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -39,554 | -100.0% | -$966.87万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -5,559 | -100.0% | -$94.32万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -1,136 | -100.0% | -$27.74万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -591 | -100.0% | -$20.02万 | 清仓 |
| — | COGNITION THERAPEUTICS INC | $1.15万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| REI | RING ENERGY INC | $3.24万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $16.06万 | 0.03% | 13,597 | -2,819 | -17.2% | -$3.33万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $17.13万 | 0.04% | 17,880 | 44 | 0.2% | $422 | 加仓 |
| F | FORD MTR CO | $18.15万 | 0.04% | 13,056 | 15 | 0.1% | $208 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $20.69万 | 0.04% | 632 | 3 | 0.5% | $982 | 重新持有 |
| GIS | GENERAL MILLS INC | $21.52万 | 0.05% | 6,184 | 82 | 1.3% | $2,854 | 加仓 |
| WASH | WASHINGTON TR BANCORP INC | $22.05万 | 0.05% | 6,046 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $22.20万 | 0.05% | 18,214 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $22.75万 | 0.05% | 3,248 | 3,248 | — | $22.75万 | 新建仓 |
| QCOM | QUALCOMM INC | $23.24万 | 0.05% | 1,258 | -207 | -14.1% | -$3.82万 | 重新持有 |
| L | LOEWS CORP | $23.53万 | 0.05% | 2,079 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $23.56万 | 0.05% | 4,135 | -138 | -3.2% | -$7,863 | 减仓 |
| RIO | RIO TINTO PLC | $24.55万 | 0.05% | 2,586 | 35 | 1.4% | $3,322 | 加仓 |
| IWR | ISHARES TR | $24.65万 | 0.05% | 2,234 | 4 | 0.2% | $441 | 加仓 |
| TJX | TJX COS INC NEW | $24.66万 | 0.05% | 1,628 | 3 | 0.2% | $454 | 加仓 |
| LLY | ELI LILLY & CO | $25.05万 | 0.05% | 209 | -94 | -31.0% | -$11.27万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.27万 | 0.05% | 505 | 18 | 3.7% | $9,007 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $25.29万 | 0.05% | 714 | -14 | -1.9% | -$4,959 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $25.57万 | 0.05% | 6,955 | -62 | -0.9% | -$2,279 | 减仓 |
| ABBV | ABBVIE INC | $26.08万 | 0.05% | 1,036 | -24 | -2.3% | -$6,041 | 减仓 |
| WTAI | WISDOMTREE TR | $26.59万 | 0.06% | 5,601 | 5,601 | — | $26.59万 | 新建仓 |
| CLS | CELESTICA INC | $27.51万 | 0.06% | 754 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $27.80万 | 0.06% | 1,602 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $28.06万 | 0.06% | 822 | -8 | -1.0% | -$2,731 | 减仓 |
| MSFT | MICROSOFT CORP | $28.69万 | 0.06% | 769 | -31 | -3.9% | -$1.16万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $28.70万 | 0.06% | 3,357 | 531 | 18.8% | $4.54万 | 加仓 |
| PEP | PEPSICO INC | $29.33万 | 0.06% | 2,166 | 6 | 0.3% | $812 | 加仓 |
| EWJV | ISHARES TR | $30.51万 | 0.06% | 6,940 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $30.75万 | 0.06% | 1,962 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $31.29万 | 0.07% | 1,399 | -18 | -1.3% | -$4,025 | 减仓 |
| AMZN | AMAZON COM INC | $31.94万 | 0.07% | 1,340 | -206 | -13.3% | -$4.91万 | 减仓 |
| GOOG | ALPHABET INC | $32.91万 | 0.07% | 931 | -171 | -15.5% | -$6.04万 | 减仓 |
| GEV | GE VERNOVA INC | $33.92万 | 0.07% | 289 | -28 | -8.8% | -$3.29万 | 减仓 |
| GE | GE AEROSPACE | $36.88万 | 0.08% | 987 | -53 | -5.1% | -$1.98万 | 减仓 |
| AZN | ASTRAZENECA PLC | $37.55万 | 0.08% | 1,980 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $37.59万 | 0.08% | 5,224 | 1 | 0.0% | $72 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $40.98万 | 0.09% | 355 | 355 | — | $40.98万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $41.75万 | 0.09% | 8,751 | 52 | 0.6% | $2,481 | 加仓 |
| GSK | GSK PLC | $42.05万 | 0.09% | 8,022 | -5,521 | -40.8% | -$28.94万 | 减仓 |
| IXJ | ISHARES TR | $45.07万 | 0.09% | 4,582 | -45 | -1.0% | -$4,427 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $47.48万 | 0.10% | 10,472 | -431 | -4.0% | -$1.95万 | 减仓 |
| SGDM | SPROTT ETF TRUST | $48.64万 | 0.10% | 7,736 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $49.25万 | 0.10% | 1,360 | -33 | -2.4% | -$1.20万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $50.70万 | 0.11% | 1,811 | -6 | -0.3% | -$1,680 | 减仓 |
| SNDK | SANDISK CORP | $55.02万 | 0.12% | 242 | 242 | — | $55.02万 | 新建仓 |
| GOOGL | ALPHABET INC | $55.06万 | 0.12% | 1,541 | 1 | 0.1% | $357 | 加仓 |
| CVX | CHEVRON CORPORATION | $55.08万 | 0.12% | 3,323 | -415 | -11.1% | -$6.88万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $57.01万 | 0.12% | 3,888 | 18 | 0.5% | $2,639 | 加仓 |
| NVDA | NVIDIA CORPORATION | $57.71万 | 0.12% | 2,884 | 10 | 0.3% | $2,001 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $59.82万 | 0.13% | 3,785 | -1,017 | -21.2% | -$16.07万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $63.94万 | 0.13% | 14,413 | -144 | -1.0% | -$6,388 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $66.07万 | 0.14% | 4,829 | -480 | -9.0% | -$6.57万 | 减仓 |
| JOF | JAPAN SMALLER CAPITALIZATION | $67.75万 | 0.14% | 57,510 | -58,007 | -50.2% | -$68.33万 | 减仓 |
| NGG | NATIONAL GRID PLC | $69.42万 | 0.15% | 8,377 | -468 | -5.3% | -$3.88万 | 减仓 |
| — | LIFEMD INC | $70.99万 | 0.15% | 171,894 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.16% | 1 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $94.89万 | 0.20% | 25,468 | 65 | 0.3% | $2,422 | 加仓 |
| VTV | VANGUARD INDEX FDS | $97.95万 | 0.20% | 4,494 | -913 | -16.9% | -$19.90万 | 减仓 |
| EWG | ISHARES INC | $105.07万 | 0.22% | 25,397 | -148 | -0.6% | -$6,123 | 减仓 |
| PSX | PHILLIPS 66 | $120.48万 | 0.25% | 7,127 | -733 | -9.3% | -$12.39万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $130.50万 | 0.27% | 21,786 | -4,847 | -18.2% | -$29.03万 | 减仓 |
| EWU | ISHARES TR | $142.83万 | 0.30% | 30,956 | -173 | -0.6% | -$7,982 | 减仓 |
| SHEL | SHELL PLC | $151.10万 | 0.32% | 19,369 | -470 | -2.4% | -$3.67万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $153.91万 | 0.32% | 35,678 | 9,963 | 38.7% | $42.98万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $165.87万 | 0.35% | 17,763 | -4,555 | -20.4% | -$42.53万 | 减仓 |
| — | GLOBAL X FDS | $170.47万 | 0.36% | 86,932 | -1,360 | -1.5% | -$2.67万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $201.19万 | 0.42% | 42,134 | -4,516 | -9.7% | -$21.56万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $207.58万 | 0.43% | 34,429 | -7,534 | -18.0% | -$45.42万 | 减仓 |
| AMLP | ALPS ETF TR | $209.35万 | 0.44% | 40,376 | 132 | 0.3% | $6,844 | 加仓 |
| EWS | ISHARES INC | $242.04万 | 0.51% | 81,742 | -284 | -0.3% | -$8,409 | 减仓 |
| MRK | MERCK & CO INC | $254.19万 | 0.53% | 19,781 | -71 | -0.4% | -$9,124 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $273.99万 | 0.57% | 54,547 | 761 | 1.4% | $3.82万 | 加仓 |
| PFE | PFIZER INC | $276.63万 | 0.58% | 114,880 | -5,522 | -4.6% | -$13.30万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $296.15万 | 0.62% | 35,771 | 2,945 | 9.0% | $24.38万 | 加仓 |
| GLD | SPDR GOLD TR | $392.77万 | 0.82% | 10,662 | -83 | -0.8% | -$3.06万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $427.04万 | 0.89% | 55,280 | -1,272 | -2.2% | -$9.83万 | 减仓 |
| IEV | ISHARES TR | $432.67万 | 0.91% | 59,392 | -2,792 | -4.5% | -$20.34万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $471.77万 | 0.99% | 66,214 | -2,680 | -3.9% | -$19.09万 | 减仓 |
| TTE | TOTALENERGIES SE | $485.90万 | 1.02% | 62,487 | -671 | -1.1% | -$5.22万 | 减仓 |
| RTX | RTX CORPORATION | $525.08万 | 1.10% | 27,675 | -220 | -0.8% | -$4.17万 | 减仓 |
| PICK | ISHARES INC | $539.30万 | 1.13% | 92,743 | -2,306 | -2.4% | -$13.41万 | 减仓 |
| AAPL | APPLE INC | $542.27万 | 1.13% | 18,740 | -550 | -2.9% | -$15.92万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $632.54万 | 1.32% | 26,032 | 446 | 1.7% | $10.84万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $691.46万 | 1.45% | 44,056 | -10,122 | -18.7% | -$158.87万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $799.70万 | 1.67% | 175,149 | 47,024 | 36.7% | $214.70万 | 加仓 |
| DFJ | WISDOMTREE TR | $864.70万 | 1.81% | 82,114 | -2,848 | -3.4% | -$29.99万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,034.74万 | 2.16% | 326,312 | 75,082 | 29.9% | $238.08万 | 加仓 |
| MLPA | GLOBAL X FDS | $1,089.03万 | 2.28% | 205,167 | 153 | 0.1% | $8,121 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,397.19万 | 2.92% | 180,906 | 40,176 | 28.5% | $310.29万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,413.97万 | 2.96% | 236,886 | 13,701 | 6.1% | $81.78万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,446.44万 | 3.03% | 140,363 | 4,862 | 3.6% | $50.10万 | 加仓 |
| ILF | ISHARES TR | $1,457.80万 | 3.05% | 431,940 | 13,413 | 3.2% | $45.27万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,782.65万 | 3.73% | 236,269 | -1,287 | -0.5% | -$9.71万 | 减仓 |
| SHY | ISHARES TR | $1,884.91万 | 3.94% | 229,559 | 74,568 | 48.1% | $612.28万 | 加仓 |
| EWJ | ISHARES INC | $1,902.02万 | 3.98% | 203,927 | 1,075 | 0.5% | $10.03万 | 加仓 |