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
CHTR CHARTER COMMUNICATIONS INC CL A $3.54万0.00%164 4537.8% $9,715 加仓
DWAS INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF $3.54万0.00%360 -4-1.1% -$394 减仓
BTC GRAYSCALE BITCOIN MINI TRUST ETF $3.55万0.00%1,183 58196.5% $1.74万 加仓
HUBS HUBSPOT INC COM $3.56万0.00%146 6989.6% $1.68万 加仓
— THEMES GOLD MINERS ETF $3.57万0.00%369 369— $3.57万 新建仓
SPIP STATE STREET SPDR PORTFOLIO TIPS ETF $3.57万0.00%1,372 718109.8% $1.87万 加仓
NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW $3.57万0.00%7,648 7,5386,852.7% $3.52万 加仓
UAA UNDER ARMOUR INC CL A $3.58万0.00%6,058 98019.3% $5,792 加仓
BITO PROSHARES BITCOIN ETF $3.58万0.00%3,847 3,5881,385.3% $3.34万 加仓
TDTT FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND $3.59万0.00%1,479 1,142338.9% $2.77万 加仓
WDAY WORKDAY INC CL A $3.59万0.00%276 179184.5% $2.33万 加仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2026 $3.59万0.00%1,238 00.0% — 不变
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR $3.61万0.00%625 233.8% $1,329 加仓
— EATON VANCE TAX MNGED BUY WRIT COM $3.62万0.00%2,513 00.0% — 不变
SEIC SEI INVTS CO COM $3.63万0.00%462 4231,084.6% $3.33万 加仓
KNSL KINSALE CAP GROUP INC COM $3.63万0.00%106 1001,666.7% $3.43万 加仓
MOG/A MOOG INC CL A $3.64万0.00%124 124— $3.64万 新建仓
SXT SENSIENT TECHNOLOGIES CORP COM $3.66万0.00%423 331359.8% $2.86万 加仓
OVV OVINTIV INC COM $3.66万0.00%617 -19-3.0% -$1,128 减仓
NECB NORTHEAST CMNTY BANCORP INC COM $3.66万0.00%1,539 171.1% $405 加仓
FBIN FORTUNE BRANDS INNOVATIONS INC COM $3.67万0.00%942 39371.6% $1.53万 加仓
XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF $3.69万0.00%2,183 00.0% — 不变
BMAY INNOVATOR U.S. EQUITY BUFFER ETF - MAY $3.70万0.00%824 00.0% — 不变
KTB KONTOOR BRANDS INC COM $3.70万0.00%526 386275.7% $2.72万 加仓
ALC ALCON AG ORD SHS $3.70万0.00%491 395411.5% $2.98万 加仓
APOG APOGEE ENTERPRISES INC COM $3.71万0.00%1,106 1,106— $3.71万 新建仓
HEI/A HEICO CORP NEW CL A $3.71万0.00%176 176— $3.71万 新建仓
NIO NIO INC SPON ADS $3.72万0.00%6,169 3,772157.4% $2.27万 加仓
CVE CENOVUS ENERGY INC COM $3.72万0.00%1,403 1229.5% $3,238 加仓
ECAT BLACKROCK ESG CAP ALLC TERM SHS BEN INT $3.73万0.00%2,750 2,750— $3.73万 新建仓
CRCL CIRCLE INTERNET GROUP INC COM CL A $3.74万0.00%392 143.7% $1,336 加仓
UA UNDER ARMOUR INC CL C $3.74万0.00%6,465 1,02218.8% $5,917 加仓
COO COOPER COS INC COM $3.75万0.00%524 301135.0% $2.15万 加仓
CLMT CALUMET INC COM $3.75万0.00%1,045 -95-8.3% -$3,411 减仓
— FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - DECEMBER $3.76万0.00%1,715 -1,698-49.8% -$3.72万 减仓
— BLACKSTONE SENI FLTN RAT 2027 COM $3.76万0.00%2,904 1,04356.0% $1.35万 加仓
— CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JULY $3.77万0.00%1,400 45548.1% $1.23万 加仓
— ISHARES GLOBAL EQUITY FACTOR ETF $3.77万0.00%724 724— $3.77万 新建仓
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A $3.78万0.00%181 8894.6% $1.84万 加仓
XGDVX GABELLI DIVID & INCOME TR COM $3.79万0.00%1,405 1219.4% $3,260 加仓
TRU TRANSUNION COM $3.79万0.00%548 23474.5% $1.62万 加仓
JKHY HENRY JACK & ASSOC INC COM $3.80万0.00%240 -4-1.6% -$633 减仓
WFG WEST FRASER TIMBER CO LTD COM $3.80万0.00%582 309113.2% $2.02万 加仓
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF $3.80万0.00%1,050 26433.6% $9,560 加仓
KEYS KEYSIGHT TECHNOLOGIES INC COM $3.80万0.00%135 5466.7% $1.52万 加仓
WIW WESTERN AST INFL LKD OPP & INM COM $3.81万0.00%4,500 4,500— $3.81万 新建仓
CRUS CIRRUS LOGIC INC COM $3.82万0.00%264 31.1% $434 加仓
UTL UNITIL CORP COM $3.83万0.00%733 533266.5% $2.78万 加仓
SKYW SKYWEST INC COM $3.83万0.00%417 417— $3.83万 新建仓
BURL BURLINGTON STORES INC COM $3.84万0.00%118 87.3% $2,603 加仓
CHRW C H ROBINSON WORLDWIDE IN COM NEW $3.84万0.00%231 190463.4% $3.16万 加仓
TLTW ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF $3.85万0.00%1,702 62758.3% $1.42万 加仓
FICO FAIR ISAAC CORP COM $3.86万0.00%36 516.1% $5,355 加仓
KAPR INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL $3.86万0.00%1,065 -17-1.6% -$616 减仓
CHWY CHEWY INC CL A $3.88万0.00%1,437 53058.4% $1.43万 加仓
— SPROTT JUNIOR URANIUM MINERS ETF $3.88万0.00%1,325 19517.3% $5,714 加仓
UGI UGI CORP NEW COM $3.88万0.00%1,066 915606.0% $3.33万 加仓
BUG GLOBAL X CYBERSECURITY ETF $3.89万0.00%1,548 00.0% — 不变
— SPEAR ALPHA ETF $3.89万0.00%1,094 20022.4% $7,119 加仓
MTB M & T BK CORP COM $3.91万0.00%189 -20-9.6% -$4,135 减仓
WCC WESCO INTL INC COM $3.91万0.00%143 80127.0% $2.19万 加仓
CG CARLYLE GROUP INC COM $3.91万0.00%810 582255.3% $2.81万 加仓
MTW MANITOWOC CO INC COM NEW $3.91万0.00%3,360 2,213192.9% $2.58万 加仓
— XTRACKERS MSCI EUROZONE HEDGED EQUITY ETF $3.92万0.00%712 549336.8% $3.02万 加仓
BRSL BRIGHTSTAR LOTTERY PLC SHS USD $3.93万0.00%3,086 2,8841,427.7% $3.67万 加仓
MSEX MIDDLESEX WTR CO COM $3.94万0.00%756 500195.3% $2.60万 加仓
DSU BLACKROCK DEBT STRATEGIES FD I COM NEW $3.94万0.00%4,104 3,139325.3% $3.01万 加仓
FCAL FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF $3.94万0.00%805 -97-10.8% -$4,745 减仓
KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF $3.94万0.00%674 00.0% — 不变
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH $3.95万0.00%760 37798.4% $1.96万 加仓
— PACER CASH COWS FUND OF FUNDS ETF $3.95万0.00%863 -37-4.1% -$1,693 减仓
KNTK KINETIK HOLDINGS INC COM NEW CL A $3.95万0.00%816 8046,700.0% $3.89万 加仓
PFM INVESCO DIVIDEND ACHIEVERS ETF $3.96万0.00%774 774— $3.96万 新建仓
TAFM AB TAX-AWARE INTERMEDIATE MUNICIPAL ETF $3.97万0.00%1,571 1,571— $3.97万 新建仓
— XTRACKERS ARTIFICIAL INTELLIGENCE AND BIG DATA ETF $3.98万0.00%998 35555.2% $1.42万 加仓
— FIRST TRUST ACTIVE FACTOR SMALL CAP ETF $3.99万0.00%1,215 00.0% — 不变
AGOX ADAPTIVE ALPHA OPPORTUNITIES ETF $3.99万0.00%1,500 1,500— $3.99万 新建仓
FTI TECHNIPFMC PLC COM $4.00万0.00%578 25981.2% $1.79万 加仓
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF $4.00万0.00%927 13617.2% $5,875 加仓
LWLG LIGHTWAVE LOGIC INC COM $4.01万0.00%5,700 5,700— $4.01万 新建仓
— FT VEST U.S. EQUITY MAX BUFFER ETF - NOVEMBER $4.01万0.00%1,226 00.0% — 不变
RBLX ROBLOX CORP CL A $4.01万0.00%709 -1,652-70.0% -$9.35万 减仓
PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF $4.01万0.00%574 -328-36.4% -$2.29万 减仓
TR TOOTSIE ROLL INDS INC COM $4.02万0.00%940 22030.6% $9,406 加仓
LYFT LYFT INC CL A COM $4.03万0.00%3,033 2549.1% $3,378 加仓
— INVESCO DB OIL FUND $4.04万0.00%2,052 2,0003,846.2% $3.93万 加仓
RRBI RED RIVER BANCSHARES INC COM $4.04万0.00%447 11534.6% $1.04万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN FUND $4.05万0.00%686 527331.4% $3.11万 加仓
CRH CRH PLC ORD $4.06万0.00%386 9030.4% $9,467 加仓
IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF $4.07万0.00%1,774 22614.6% $5,185 加仓
CF CF INDUSTRIES HOLD COM $4.07万0.00%313 -30-8.7% -$3,905 减仓
BG BUNGE GLOBAL SA COM SHS $4.08万0.00%321 -68-17.5% -$8,651 减仓
IONS IONIS PHARMACEUTICALS INC COM $4.10万0.00%546 318139.5% $2.39万 加仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO APR/OCT $4.11万0.00%1,609 -11,823-88.0% -$30.20万 减仓
JHPI JOHN HANCOCK PREFERRED INCOME ETF $4.11万0.00%1,820 00.0% — 不变
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF $4.12万0.00%1,218 924314.3% $3.12万 加仓
ISPY PROSHARES S&P 500 HIGH INCOME ETF $4.12万0.00%950 45090.0% $1.95万 加仓
— INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF $4.12万0.00%933 -23,381-96.2% -$103.24万 减仓
TRN TRINITY INDS INC COM $4.16万0.00%1,293 825176.3% $2.66万 加仓
IAG IAMGOLD CORP COM $4.18万0.00%2,220 2,1232,188.7% $4.00万 加仓