Barrett & Company, Inc. 13F 持仓 · 2026年Q2
Barrett & Company 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 707 只证券，申报市值合计 3.57 亿美元。前几大持仓：VTI（10.75%）、IVW（6.37%）、USMV（5.18%）。本季前 25 大持仓中：新建仓 1 只、增持 22 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $38.4M | 10.75% | 103,784 | 增持 |
| 2 | IVW | ISHARES TR | $22.7M | 6.37% | 165,307 | 增持 |
| 3 | USMV | ISHARES TR | $18.5M | 5.18% | 191,781 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $16.4M | 4.59% | 81,864 | 增持 |
| 5 | ILCV | ISHARES TR | $9.9M | 2.78% | 98,106 | 增持 |
| 6 | IVV | ISHARES TR | $9.7M | 2.71% | 12,919 | 增持 |
| 7 | AAPL | APPLE INC | $9.2M | 2.57% | 31,718 | 增持 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $8.9M | 2.48% | 105,924 | 增持 |
| 9 | AMZN | AMAZON COM INC | $8.8M | 2.46% | 36,795 | 增持 |
| 10 | XT | ISHARES TR | $8.5M | 2.38% | 102,727 | 增持 |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $8.1M | 2.26% | 34,124 | 增持 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $7.4M | 2.08% | 9,964 | 增持 |
| 13 | FVD | FIRST TR EXCHANGETRADED FD | $7.1M | 1.98% | 146,592 | 增持 |
| 14 | MDY | STATE STR SPDR S&P MIDCAP 40 | $6.7M | 1.87% | 9,494 | 增持 |
| 15 | SLYG | SPDR SERIES TRUST | $6.4M | 1.80% | 53,858 | 增持 |
| 16 | VUG | VANGUARD INDEX FDS | $6.2M | 1.73% | 71,941 | 增持 |
| 17 | VTV | VANGUARD INDEX FDS | $5.5M | 1.55% | 25,383 | 增持 |
| 18 | VB | VANGUARD INDEX FDS | $5.4M | 1.51% | 17,851 | 增持 |
| 19 | GOOGL | ALPHABET INC | $4.8M | 1.35% | 13,445 | 减持 |
| 20 | FTCS | FIRST TR EXCHANGETRADED FD | $4.7M | 1.31% | 49,891 | 增持 |
| 21 | VEA | VANGUARD TAXMANAGED FDS | $4.4M | 1.22% | 61,073 | 减持 |
| 22 | GOOG | ALPHABET INC | $4.2M | 1.18% | 11,957 | 新建仓 |
| 23 | IXUS | ISHARES TR | $4.2M | 1.18% | 44,234 | 增持 |
| 24 | CGGR | CAPITAL GROUP GROWTH ETF | $3.9M | 1.10% | 82,948 | 增持 |
| 25 | META | META PLATFORMS INC | $3.5M | 0.99% | 6,276 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR