Barry Investment Advisors, LLC 13F 持仓 · 2026年Q2
Barry Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 102 只证券，申报市值合计 4.78 亿美元。前几大持仓：FNDF（9.10%）、BIL（8.98%）、VYMI（8.74%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | $43.5M | 9.10% | 824,655 | 增持 |
| 2 | BIL | SPDR SERIES TRUST | $42.9M | 8.98% | 468,582 | 增持 |
| 3 | VYMI | VANGUARD WHITEHALL FDS | $41.8M | 8.74% | 425,601 | 增持 |
| 4 | VGLT | VANGUARD SCOTTSDALE FDS | $41.5M | 8.68% | 752,013 | 增持 |
| 5 | GUNR | FLEXSHARES TR | $30.8M | 6.45% | 626,000 | 增持 |
| 6 | EMLP | FIRST TR EXCHANGE-TRADED FD | $21.9M | 4.57% | 502,343 | 增持 |
| 7 | EWJ | ISHARES INC | $19.0M | 3.98% | 203,927 | 增持 |
| 8 | SHY | ISHARES TR | $18.8M | 3.94% | 229,559 | 增持 |
| 9 | GDX | VANECK ETF TRUST | $17.8M | 3.73% | 236,269 | 减持 |
| 10 | ILF | ISHARES TR | $14.6M | 3.05% | 431,940 | 增持 |
| 11 | AVDV | AMERICAN CENTY ETF TR | $14.5M | 3.03% | 140,363 | 增持 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $14.1M | 2.96% | 236,886 | 增持 |
| 13 | VCRB | VANGUARD MALVERN FDS | $14.0M | 2.92% | 180,906 | 增持 |
| 14 | MLPA | GLOBAL X FDS | $10.9M | 2.28% | 205,167 | 增持 |
| 15 | SCHD | SCHWAB STRATEGIC TR | $10.3M | 2.16% | 326,312 | 增持 |
| 16 | DFJ | WISDOMTREE TR | $8.6M | 1.81% | 82,114 | 减持 |
| 17 | FBND | FIDELITY MERRIMACK STR TR | $8.0M | 1.67% | 175,149 | 增持 |
| 18 | VT | VANGUARD INTL EQUITY INDEX F | $6.9M | 1.45% | 44,056 | 减持 |
| 19 | VBR | VANGUARD INDEX FDS | $6.3M | 1.32% | 26,032 | 增持 |
| 20 | AAPL | APPLE INC | $5.4M | 1.13% | 18,740 | 减持 |
| 21 | PICK | ISHARES INC | $5.4M | 1.13% | 92,743 | 减持 |
| 22 | RTX | RTX CORPORATION | $5.3M | 1.10% | 27,675 | 减持 |
| 23 | TTE | TOTALENERGIES SE | $4.9M | 1.02% | 62,487 | 减持 |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $4.7M | 0.99% | 66,214 | 减持 |
| 25 | IEV | ISHARES TR | $4.3M | 0.91% | 59,392 | 减持 |
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