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
CPAY CORPAY INC COM SHS $3.02万0.00%103 -46-30.9% -$1.35万 减仓
HG HAMILTON INSURANCE GROUP LTD. CL B $3.02万0.00%1,011 1,011— $3.02万 新建仓
— KKR INCOME OPPORTUNITIES FD COM $3.03万0.00%2,753 2,753— $3.03万 新建仓
TIC TIC SOLUTIONS INC COM $3.03万0.00%4,609 4,609— $3.03万 新建仓
SUSL ISHARES ESG MSCI USA LEADERS ETF $3.03万0.00%267 00.0% — 不变
WK WORKIVA INC COM CL A $3.04万0.00%509 00.0% — 不变
NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL $3.04万0.00%557 00.0% — 不变
ILMN ILLUMINA INC COM $3.05万0.00%247 3214.9% $3,946 加仓
PAHC PHIBRO ANIMAL HEALTH CORP CL A COM $3.05万0.00%551 20057.0% $1.11万 加仓
GWRE GUIDEWIRE SOFTWARE INC COM $3.06万0.00%204 -43-17.4% -$6,442 减仓
— PGIM S&P 500 MAX BUFFER ETF - SEPTEMBER $3.06万0.00%1,200 00.0% — 不变
FCG FIRST TRUST NATURAL GAS ETF $3.07万0.00%967 303.2% $951 加仓
TTMI TTM TECHNOLOGIES INC COM $3.07万0.00%315 155.0% $1,461 加仓
— PGIM S&P 500 MAX BUFFER ETF - AUGUST $3.07万0.00%1,197 16616.1% $4,263 加仓
NRIM NORTHRIM BANCORP INC COM $3.08万0.00%1,344 1,200833.3% $2.75万 加仓
— FIRST TRUST ALERIAN US NEXTGEN INFRASTRUCTURE ETF $3.08万0.00%380 00.0% — 不变
NTGR NETGEAR INC COM $3.10万0.00%1,421 1,234659.9% $2.70万 加仓
HEQT SIMPLIFY HEDGED EQUITY ETF $3.13万0.00%995 00.0% — 不变
— INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF $3.13万0.00%2,500 50025.0% $6,270 加仓
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS $3.15万0.00%709 -231-24.6% -$1.03万 减仓
BST BLACKROCK SCIENCE & TECHNOLOGY SHS $3.15万0.00%866 -589-40.5% -$2.14万 减仓
QS QUANTUMSCAPE CORP COM CL A $3.16万0.00%4,947 2,675117.7% $1.71万 加仓
UPSD APTUS LARGE CAP UPSIDE ETF $3.17万0.00%1,244 1,244— $3.17万 新建仓
CMP COMPASS MINERALS INTL INC COM $3.18万0.00%1,361 63186.4% $1.47万 加仓
CWI STATE STREET SPDR MSCI ACWI EX-US ETF $3.18万0.00%870 10513.7% $3,843 加仓
ARTNA ARTESIAN RES CORP CL A $3.19万0.00%1,000 1,000— $3.19万 新建仓
KIM KIMCO REALTY CORP COM $3.19万0.00%1,418 1,007245.0% $2.26万 加仓
STLA STELLANTIS N.V SHS $3.19万0.00%4,531 71918.9% $5,060 加仓
HDUS HARTFORD DISCIPLINED US EQUITY ETF $3.19万0.00%506 00.0% — 不变
— ELDRIDGE AAA CLO ETF $3.20万0.00%1,250 00.0% — 不变
MAT MATTEL INC COM $3.20万0.00%2,200 1,608271.6% $2.34万 加仓
— GLOBAL X SOCIAL MEDIA ETF $3.20万0.00%739 20037.1% $8,660 加仓
ARWR ARROWHEAD PHARMACEUTICALS INC COM $3.20万0.00%511 326176.2% $2.04万 加仓
— INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - SEPTEMBER $3.21万0.00%1,137 -400-26.0% -$1.13万 减仓
PWRD TCW TRANSFORM SYSTEMS ETF $3.22万0.00%329 00.0% — 不变
ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF $3.22万0.00%268 204318.8% $2.45万 加仓
PAAS PAN AMERN SILVER CORP COM $3.22万0.00%589 14933.9% $8,143 加仓
WGO WINNEBAGO INDS INC COM $3.22万0.00%1,039 735241.8% $2.28万 加仓
— TRUESHARES STRUCTURED OUTCOME (JANUARY) ETF $3.23万0.00%879 -57-6.1% -$2,095 减仓
TPSC TIMOTHY PLAN US SMALL CAP CORE ETF $3.24万0.00%765 -241-24.0% -$1.02万 减仓
— FIRST TRUST DEVELOPED MARKETS EX-US SMALL CAP ALPHADEX FUND $3.24万0.00%501 00.0% — 不变
HE HAWAIIAN ELEC INDS INC MTN BE COM $3.24万0.00%2,183 60037.9% $8,904 加仓
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS $3.24万0.00%242 10070.4% $1.34万 加仓
LODE COMSTOCK INC COM SHS $3.25万0.00%10,658 10,5026,732.1% $3.20万 加仓
HYBB ISHARES BB RATED CORPORATE BOND ETF $3.25万0.00%700 00.0% — 不变
REET ISHARES GLOBAL REIT ETF $3.25万0.00%1,294 37941.4% $9,532 加仓
QSR RESTAURANT BRANDS INTL INC COM $3.26万0.00%441 262146.4% $1.94万 加仓
NFJ VIRTUS DIVIDEND INTEREST & PR COM $3.26万0.00%2,584 2,4341,622.7% $3.07万 加仓
IMO IMPERIAL OIL LTD COM NEW $3.26万0.00%249 140128.4% $1.83万 加仓
KMX CARMAX INC COM $3.26万0.00%784 28055.6% $1.16万 加仓
EQIN COLUMBIA U.S. EQUITY INCOME ETF $3.27万0.00%666 666— $3.27万 新建仓
UFCS UNITED FIRE GROUP INC COM $3.28万0.00%884 10413.3% $3,855 加仓
— PALLADYNE AI CORP COM NEW $3.28万0.00%5,400 5,400— $3.28万 新建仓
EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF $3.29万0.00%475 00.0% — 不变
FRO FRONTLINE PLC COM $3.30万0.00%946 9022,050.0% $3.15万 加仓
— SPROTT ACTIVE GOLD & SILVER MINERS ETF $3.30万0.00%726 726— $3.30万 新建仓
ETG EATON VANCE TX ADV GLBL DIV FD COM $3.30万0.00%1,641 00.0% — 不变
GOVI INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF $3.30万0.00%1,210 47063.5% $1.28万 加仓
— FIRST TRUST S&P 500 DIVERSIFIED FREE CASH FLOW ETF $3.31万0.00%1,303 00.0% — 不变
OC OWENS CORNING NEW COM $3.31万0.00%306 -17-5.3% -$1,838 减仓
IT GARTNER INC COM $3.31万0.00%209 162344.7% $2.57万 加仓
AXGN AXOGEN INC COM $3.31万0.00%1,000 1,000— $3.31万 新建仓
MPT MEDICAL PROPERTIES TRUST INC COM $3.32万0.00%7,165 4,686189.0% $2.17万 加仓
RL RALPH LAUREN CORP CL A $3.34万0.00%97 932,325.0% $3.20万 加仓
— GRAYSCALE COINDESK CRYPTO 5 ETF $3.35万0.00%1,075 1,075— $3.35万 新建仓
IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF $3.35万0.00%1,313 40.3% $102 加仓
A AGILENT TECHNOLOGIES INC COM $3.36万0.00%294 9447.0% $1.07万 加仓
EWZ ISHARES MSCI BRAZIL ETF $3.36万0.00%875 37575.0% $1.44万 加仓
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM $3.36万0.00%3,624 1,44366.2% $1.34万 加仓
NMFC NEW MTN FIN CORP COM $3.37万0.00%4,348 00.0% — 不变
SERV SERVE ROBOTICS INC COM $3.39万0.00%4,011 2717.2% $2,287 加仓
— INVESCO VALUE MUN INCOME TR COM $3.39万0.00%2,785 2,785— $3.39万 新建仓
HSTM HEALTHSTREAM INC COM $3.39万0.00%1,638 1439.6% $2,962 加仓
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF $3.39万0.00%289 -50-14.7% -$5,872 减仓
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF $3.40万0.00%731 647770.2% $3.01万 加仓
REZI RESIDEO TECHNOLOGIES INC COM $3.41万0.00%1,011 591140.7% $1.99万 加仓
NUMG NUVEEN ESG MID-CAP GROWTH ETF $3.41万0.00%830 -276-25.0% -$1.13万 减仓
BBH VANECK BIOTECH ETF $3.42万0.00%182 -13-6.7% -$2,444 减仓
FIG FIGMA INC CLASS A COM STK $3.43万0.00%1,624 890121.3% $1.88万 加仓
VLTO VERALTO CORP COM SHS $3.44万0.00%389 4513.1% $3,979 加仓
XMVM INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF $3.44万0.00%528 9521.9% $6,195 加仓
— FT VEST BITCOIN STRATEGY & TARGET INCOME ETF $3.46万0.00%2,600 2,100420.0% $2.79万 加仓
RDNT RADNET INC COM $3.46万0.00%619 335.6% $1,844 加仓
NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF $3.46万0.00%959 618181.2% $2.23万 加仓
MAYT ALLIANZIM U.S. EQUITY BUFFER10 MAY ETF $3.46万0.00%936 -93-9.0% -$3,442 减仓
RS RELIANCE INC COM $3.46万0.00%114 60111.1% $1.82万 加仓
SMB VANECK SHORT MUNI ETF $3.47万0.00%2,003 -3,158-61.2% -$5.46万 减仓
CALM CAL MAINE FOODS INC COM NEW $3.47万0.00%438 333317.1% $2.64万 加仓
JUCY APTUS ENHANCED YIELD ETF $3.48万0.00%1,571 1,130256.2% $2.50万 加仓
— INVESCO BIOTECHNOLOGY & GENOME ETF $3.49万0.00%441 -78-15.0% -$6,176 减仓
KWEB KRANESHARES CSI CHINA INTERNET ETF $3.49万0.00%1,228 897.8% $2,531 加仓
— PIMCO STRATEGIC INCOME FD COM $3.49万0.00%6,520 500.8% $268 加仓
DT DYNATRACE INC COM NEW $3.50万0.00%946 692272.4% $2.56万 加仓
VVR INVESCO SR INCOME TR COM $3.50万0.00%10,865 -1-0.0% -$3 减仓
DASH DOORDASH INC CL A $3.51万0.00%233 -754-76.4% -$11.35万 减仓
GPK GRAPHIC PACKAGING HLDG CO COM $3.51万0.00%3,527 3,2771,310.8% $3.26万 加仓
PSC PRINCIPAL U.S. SMALL-CAP ETF $3.51万0.00%612 612— $3.51万 新建仓
ZIM ZIM INTEGRATED SHIPPING SERV SHS $3.51万0.00%1,333 00.0% — 不变
— BITWISE 10 CRYPTO INDEX ETF $3.53万0.00%792 792— $3.53万 新建仓
WLKP WESTLAKE CHEM PARTNERS LP COM UNIT RP LP $3.53万0.00%1,600 1,5839,311.8% $3.50万 重新持有