13F 机构持仓

HARBOUR INVESTMENTS, INC.

MADISON WI · SEC CIK 0000810121

2026Q22026Q1 更早 9 个季度 🔒
$64.79亿2026Q1 申报市值
4,665持仓数
18.3%前十大占比 · 第一大 3.6%
903 / 152新建仓 / 清仓
申报市值走势$74.27亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 3.6%
QQQ 2.5%
SDVY 2.3%
AAPL 1.8%
UCON 1.6%
AVEM 1.4%
BUFR 1.4%
IJH 1.3%
IVV 1.2%
CGCP 1.1%

2026Q1 买入最多 按季末市值估算

IVE 加仓+$5,107.66万
IVW 加仓+$4,968.23万
DFAI 加仓+$4,930.71万
AAPL 加仓+$4,787.19万
SDVY 加仓+$4,394.86万

2026Q1 卖出最多 按季末市值估算

VOO 减仓-$4,010.35万
BND 减仓-$2,496.21万
EDV 减仓-$2,249.67万
VXF 减仓-$2,181.17万
VGT 减仓-$1,528.46万

2026Q1 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
RONB BARON FIRST PRINCIPLES ETF $3,4310.00%150 150— $3,431 新建仓
— COLUMBIA LARGE CAP GROWTH ETF $3,4350.00%353 353— $3,435 新建仓
— DIREXION DAILY AMZN BULL 2X ETF $3,4380.00%128 128— $3,438 新建仓
PHIN PHINIA INC COMMON STOCK $3,4410.00%50 -18-26.5% -$1,239 重新持有
SBAC SBA COMMUNICATIONS CORP CL A $3,4430.00%20 12150.0% $2,066 加仓
— ROUNDHILL PLTR WEEKLYPAY ETF $3,4690.00%136 1613.3% $408 加仓
EXP EAGLE MATLS INC COM $3,4730.00%18 9100.0% $1,736 重新持有
— PROSHARES BIG DATA REFINERS ETF $3,4810.00%102 00.0% — 不变
TPG TPG INC COM CL A $3,4840.00%86 00.0% — 不变
— SPOK HLDGS INC COM $3,4880.00%320 200166.7% $2,180 加仓
AUR AURORA INNOVATION INC CLASS A COM $3,4900.00%847 737670.0% $3,037 加仓
— FRANKLIN FTSE CHINA ETF $3,5380.00%158 158— $3,538 新建仓
HOFT HOOKER FURNISHINGS CORPORATION COM $3,5420.00%275 275— $3,542 新建仓
— ARK ISRAEL INNOVATIVE TECHNOLOGY ETF $3,5530.00%132 00.0% — 不变
WMG WARNER MUSIC GROUP CORP COM CL A $3,5990.00%140 140— $3,599 新建仓
TS TENARIS S A SPONSORED ADS $3,6070.00%62 62— $3,607 新建仓
FOX FOX CORP CL B COM $3,6110.00%68 1119.3% $584 加仓
— FLAHERTY & CRUMRINE PFD INCOME COM $3,6160.00%400 400— $3,616 新建仓
MUR MURPHY OIL CORP COM $3,6300.00%88 88— $3,630 新建仓
RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF $3,6300.00%100 100— $3,630 新建仓
— KRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF $3,6310.00%120 120— $3,631 新建仓
DNOW DNOW INC COM $3,6330.00%305 -33-9.8% -$393 减仓
THG HANOVER INS GROUP INC COM $3,6360.00%21 640.0% $1,039 加仓
MBLY MOBILEYE GLOBAL INC COMMON CLASS A $3,6400.00%529 529— $3,640 新建仓
WSFS WSFS FINL CORP COM $3,6490.00%55 35.8% $199 加仓
— HERON THERAPEUTICS INC COM $3,6650.00%4,580 3,580358.0% $2,865 加仓
TDOC TELADOC HEALTH INC COM $3,6710.00%673 -511-43.2% -$2,787 减仓
— XTI AEROSPACE INC COM NEW $3,6760.00%1,776 1,775177,500.0% $3,674 加仓
EIS ISHARES MSCI ISRAEL ETF $3,7130.00%32 32— $3,713 新建仓
— TRADR 2X LONG LRCX DAILY ETF $3,7280.00%120 120— $3,728 新建仓
UCTT ULTRA CLEAN HLDGS INC COM $3,7310.00%60 60— $3,731 新建仓
TRTX TPG RE FIN TR INC COM $3,7330.00%478 478— $3,733 新建仓
WLK WESTLAKE CORPORATION COM $3,7380.00%32 -5-13.5% -$584 减仓
OUST OUSTER INC COM NEW $3,7840.00%206 00.0% — 不变
— DIANA SHIPPING INC COM $3,7870.00%1,514 1,514— $3,787 新建仓
BGS B & G FOODS INC COM $3,8240.00%795 151.9% $72 加仓
— UNITI GROUP LLC COM SHS $3,8270.00%408 408— $3,827 新建仓
TLK TELEKOMUNIKASI IND SPONSORED ADR $3,8290.00%205 205— $3,829 新建仓
BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A $3,8300.00%200 -393-66.3% -$7,526 减仓
— NUVEEN SHORT-TERM REIT ETF $3,8320.00%141 10.7% $27 加仓
UVSP UNIVEST FINANCIAL CORPORATION COM $3,8420.00%113 67145.7% $2,278 加仓
TCBK TRICO BANCSHARES COM $3,8520.00%81 81— $3,852 新建仓
— CBDMD INC COM NEW $3,8580.00%5,200 00.0% — 不变
DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF $3,8660.00%120 -283-70.2% -$9,117 减仓
RNGR RANGER ENERGY SVCS INC COM CL A $3,8740.00%226 121115.2% $2,074 加仓
VICR VICOR CORP COM $3,8750.00%25 -268-91.5% -$4.15万 减仓
AZZ AZZ INC COM $3,8790.00%31 00.0% — 不变
— FT VEST LADDERED ENHANCE & MODERATE BUFFER ETF $3,9040.00%185 185— $3,904 新建仓
BUSE FIRST BUSEY CORP COM NEW $3,9050.00%156 6979.3% $1,727 加仓
TNDM TANDEM DIABETES CARE INC COM NEW $3,9110.00%204 00.0% — 不变
SAM BOSTON BEER INC CL A $3,9170.00%17 -17-50.0% -$3,917 减仓
GDRX GOODRX HLDGS INC COM CL A $3,9200.00%2,000 2,000— $3,920 新建仓
— VISTA GOLD CORP COM NEW $3,9380.00%2,009 90081.2% $1,764 加仓
AMG AFFILIATED MANAGERS GROUP COM $3,9410.00%14 17.7% $282 加仓
— BLACKROCK TCP CAPITAL CORP COM $3,9430.00%1,092 862374.8% $3,113 重新持有
— GLOBAL X CONSCIOUS COMPANIES ETF $3,9470.00%95 00.0% — 不变
UVV UNIVERSAL CORP VA MTNS BK ENT COM $3,9530.00%75 00.0% — 不变
— IMPACT SHARES WOMENS EMPOWERMENT ETF $3,9580.00%100 00.0% — 不变
CORZ CORE SCIENTIFIC INC NEW COM $3,9640.00%265 00.0% — 不变
— ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF $3,9680.00%100 00.0% — 不变
FMC FMC CORP COM NEW $3,9760.00%230 188.5% $311 加仓
LAND GLADSTONE LD CORP COM $3,9780.00%390 00.0% — 不变
— GRANITE PT MTG TR INC COM STK $3,9990.00%2,758 451.7% $65 加仓
— ALPS CLEAN ENERGY ETF $4,0210.00%120 2020.0% $670 加仓
— KKR & CO INC 6.25 CON SER D $4,0220.00%100 100— $4,022 新建仓
— ALLSPRING UTILITIES AND HIGH I WF UTILITIES INC $4,0290.00%333 333— $4,029 新建仓
DKL DELEK LOGISTICS PARTNERS LP COM UNT RP INT $4,0310.00%81 -19-19.0% -$946 减仓
EPC EDGEWELL PERSONAL CARE CO COM $4,0350.00%189 163626.9% $3,480 加仓
— ISHARES MSCI WORLD SMALL-CAP ETF $4,0380.00%130 00.0% — 不变
NREF NEXPOINT REAL ESTATE FIN INC COM $4,0410.00%300 00.0% — 不变
ENR ENERGIZER HLDGS INC COM $4,0510.00%246 246— $4,051 新建仓
POOL POOL CORP COM $4,0520.00%20 00.0% — 不变
DLB DOLBY LABORATORIES INC COM CL A $4,0840.00%68 1119.3% $661 加仓
— CANOPY GROWTH CORPORATION COM NEW $4,0940.00%4,314 1874.5% $177 加仓
OOMA OOMA INC COM $4,1030.00%282 182182.0% $2,648 加仓
EDD MORGAN STANLEY EMERGING MKTS COM $4,1360.00%815 815— $4,136 新建仓
— DIREXION DAILY MSCI INDIA BULL 2X ETF $4,1540.00%100 100— $4,154 新建仓
SUNB SUNBELT RENTALS HOLDINGS INC SHS $4,1540.00%64 64— $4,154 新建仓
BMRN BIOMARIN PHARMACEUTICAL INC COM $4,1560.00%74 -16-17.8% -$899 减仓
— REX DRONE ETF $4,1630.00%174 174— $4,163 新建仓
LTC LTC PPTYS INC COM $4,1680.00%112 3953.4% $1,451 加仓
RXRX RECURSION PHARMACEUTICALS INC CL A $4,2060.00%1,369 735.6% $224 加仓
— WEBS QQQ DEFINED VOLATILITY ETF $4,2130.00%170 00.0% — 不变
— CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - FEBRUARY $4,2220.00%165 -2,925-94.7% -$7.48万 减仓
MYRG MYR GROUP INC COM $4,2350.00%15 15— $4,235 新建仓
REG REGENCY CTRS CORP COM $4,2400.00%56 -94-62.7% -$7,117 减仓
— GOLDEN ENTMT INC COM $4,3200.00%161 161— $4,320 新建仓
ARGX ARGENX SE SPONSORED ADR $4,3300.00%6 250.0% $1,443 加仓
— VIRTUS TOTAL RETURN FD INC COM $4,3340.00%654 654— $4,334 新建仓
— SOUND EQUITY DIVIDEND INCOME ETF $4,3980.00%160 00.0% — 不变
CWCO CONSOLIDATED WATER CO INC ORD $4,3990.00%132 132— $4,399 新建仓
DXC DXC TECHNOLOGY CO COM $4,4070.00%350 295536.4% $3,714 加仓
FSM FORTUNA MNG CORP COM NEW $4,4190.00%445 -1,330-74.9% -$1.32万 减仓
— YIELDMAX MSTR OPTION INCOME STRATEGY ETF $4,4200.00%207 -238-53.5% -$5,082 减仓
RUSHB RUSH ENTERPRISES INC CL B $4,4220.00%69 3286.5% $2,051 加仓
— INVESCO MSCI GLOBAL TIMBER ETF $4,4220.00%154 154— $4,422 新建仓
HOMB HOME BANCSHARES INC COM $4,4380.00%166 121268.9% $3,235 加仓
ST SENSATA TECHNOLOGIES HLDG PLC SHS $4,4440.00%126 3234.0% $1,129 加仓
EIPX FT ENERGY INCOME PARTNERS STRATEGY ETF $4,4480.00%138 10.7% $32 加仓
FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND $4,4510.00%97 -1-1.0% -$46 减仓