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
LILA LIBERTY LATIN AMERICA LTD COM CL A $4.19万0.00%4,847 77919.1% $6,731 加仓
AIS VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF $4.19万0.00%1,000 00.0% — 不变
— NEUBERGER ENERGY TRANSITION & INFRASTRUCTURE ETF $4.22万0.00%1,026 -1,914-65.1% -$7.86万 减仓
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND $4.22万0.00%780 77619,400.0% $4.20万 加仓
— INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF DECEMBER $4.23万0.00%1,298 -8,428-86.7% -$27.44万 减仓
ARMK ARAMARK COM $4.26万0.00%1,050 24230.0% $9,811 加仓
— TRUESHARES STRUCTURED OUTCOME (AUGUST) ETF $4.29万0.00%1,055 -261-19.8% -$1.06万 减仓
— PGIM S&P 500 BUFFER 20 ETF - OCTOBER $4.30万0.00%1,495 00.0% — 不变
LTPZ PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND $4.31万0.00%845 845— $4.31万 新建仓
DFSB DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF $4.33万0.00%836 836— $4.33万 新建仓
FQAL FIDELITY QUALITY FACTOR ETF $4.33万0.00%596 596— $4.33万 新建仓
UTHR UNITED THERAPEUTICS CORP DEL COM $4.33万0.00%73 914.1% $5,337 加仓
DB DEUTSCHE BK AG NAMEN AKT $4.36万0.00%1,465 1,465— $4.36万 新建仓
GL GLOBE LIFE INC COM $4.37万0.00%313 10953.4% $1.52万 加仓
BUFB INNOVATOR LADDERED ALLOCATION BUFFER ETF $4.37万0.00%1,217 40650.1% $1.46万 加仓
— CULLEN ENHANCED EQUITY INCOME ETF $4.39万0.00%1,691 00.0% — 不变
— AMPLIFY ONLINE RETAIL ETF $4.39万0.00%701 17834.0% $1.11万 加仓
SBRA SABRA HEALTH CARE REIT INC COM $4.39万0.00%2,281 84659.0% $1.63万 加仓
XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF $4.39万0.00%172 00.0% — 不变
— STERLING CAPITAL ENHANCED CORE BOND ETF $4.41万0.00%1,759 00.0% — 不变
XCEM COLUMBIA EM CORE EX-CHINA ETF $4.42万0.00%1,082 -526-32.7% -$2.15万 减仓
LECO LINCOLN ELEC HLDGS INC COM $4.43万0.00%178 1641,171.4% $4.08万 加仓
PRFZ INVESCO RAFI US 1500 SMALL-MID ETF $4.44万0.00%968 34054.1% $1.56万 加仓
RBRK RUBRIK INC. CL A $4.45万0.00%908 40881.6% $2.00万 加仓
RCKY ROCKY BRANDS INC COM $4.45万0.00%1,149 00.0% — 不变
EWT ISHARES MSCI TAIWAN ETF $4.45万0.00%628 5791,181.6% $4.11万 加仓
— TRUESHARES STRUCTURED OUTCOME SEPTEMBER ETF $4.47万0.00%1,100 00.0% — 不变
— ISHARES LARGE CAP MAX BUFFER DEC ETF $4.47万0.00%1,683 1,683— $4.47万 新建仓
— INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - MAY $4.48万0.00%1,560 40234.7% $1.16万 加仓
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE $4.49万0.00%1,138 -5,459-82.7% -$21.52万 减仓
— INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER $4.49万0.00%1,323 -8,887-87.0% -$30.15万 减仓
UHS UNIVERSAL HLTH SVCS INC CL B $4.49万0.00%251 195348.2% $3.49万 加仓
WFRD WEATHERFORD INTL PLC ORD SHS $4.50万0.00%475 15950.3% $1.50万 加仓
BRC BRADY CORP CL A $4.50万0.00%553 500943.4% $4.07万 加仓
TAXF AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF $4.50万0.00%899 00.0% — 不变
HRTG HERITAGE INSURANCE HLDGS INC COM $4.51万0.00%1,718 181.1% $473 加仓
SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR $4.52万0.00%1,481 881146.8% $2.69万 加仓
— PGIM S&P 500 BUFFER 12 ETF - AUGUST $4.52万0.00%1,480 00.0% — 不变
IWC ISHARES MICRO-CAP ETF $4.53万0.00%284 00.0% — 不变
DCI DONALDSON INC COM $4.54万0.00%535 21165.1% $1.79万 加仓
— GLOBAL X ALTERNATIVE INCOME ETF $4.56万0.00%3,793 00.0% — 不变
VFVA VANGUARD U.S. VALUE FACTOR ETF $4.58万0.00%340 340— $4.58万 新建仓
APTV APTIV PLC COM SHS $4.58万0.00%659 15631.0% $1.08万 加仓
EGP EASTGROUP PPTYS INC COM $4.59万0.00%247 2372,370.0% $4.40万 加仓
IHAK ISHARES CYBERSECURITY & TECH ETF $4.59万0.00%1,051 -883-45.7% -$3.85万 减仓
TYL TYLER TECHNOLOGIES INC COM $4.59万0.00%134 -84-38.5% -$2.88万 减仓
CMDT PIMCO COMMODITY STRATEGY ACTIVE EXCHANGE-TRADED FUND $4.59万0.00%1,423 00.0% — 不变
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF $4.61万0.00%925 32253.4% $1.60万 加仓
— INNOVATOR GROWTH-100 POWER BUFFER ETF - SEPTEMBER $4.61万0.00%1,604 00.0% — 不变
RQI COHEN & STEERS QUALITY INCOME COM $4.62万0.00%3,835 -8,251-68.3% -$9.94万 减仓
PALL ABRDN PHYSICAL PALLADIUM SHARES ETF $4.65万0.00%345 10543.8% $1.41万 加仓
LCTD ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF $4.66万0.00%842 25142.5% $1.39万 加仓
— CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - MARCH $4.66万0.00%1,846 00.0% — 不变
ZWS ZURN ELKAY WATER SOLNS CORP COM $4.67万0.00%1,042 600135.7% $2.69万 加仓
— CARNIVAL PLC ADS $4.67万0.00%1,813 1,422363.7% $3.67万 加仓
EMBJ EMBRAER S.A. SPONSORED ADS $4.68万0.00%787 -169-17.7% -$1.00万 减仓
ETV EATON VANCE TAX-MANAGED BUY- COM $4.68万0.00%3,421 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS $4.68万0.00%1,553 47544.1% $1.43万 加仓
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF $4.69万0.00%1,363 00.0% — 不变
VMRK EQUITY RESIDENTIAL SH BEN INT $4.69万0.00%793 712879.0% $4.21万 加仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIGH COM $4.69万0.00%4,615 4,033693.0% $4.10万 加仓
HL HECLA MINING COMPANY COM $4.71万0.00%2,526 95660.9% $1.78万 加仓
— EMERGING MARKETS EQUITY ETF $4.73万0.00%1,535 1,214378.2% $3.74万 加仓
— FT VEST U.S. EQUITY MAX BUFFER ETF - APRIL $4.73万0.00%1,510 00.0% — 不变
OSCR OSCAR HEALTH INC CL A $4.73万0.00%4,125 3,220355.8% $3.69万 加仓
— JPMORGAN FUNDAMENTAL DATA SCIENCE LARGE VALUE ETF $4.75万0.00%941 941— $4.75万 新建仓
EL LAUDER ESTEE COS INC CL A $4.76万0.00%663 21849.0% $1.56万 加仓
MLKN MILLERKNOLL INC COM $4.76万0.00%3,295 2006.5% $2,892 加仓
CENX CENTURY ALUM CO COM $4.79万0.00%817 594266.4% $3.49万 加仓
— WISDOMTREE EUROPE DEFENSE FUND $4.81万0.00%1,554 1,554— $4.81万 新建仓
MAA MID-AMER APT CMNTYS INC COM $4.81万0.00%393 17681.1% $2.15万 加仓
— LEADERSHARES ALPHAFACTOR TACTICAL FOCUSED ETF $4.82万0.00%1,222 -951-43.8% -$3.75万 减仓
NDSN NORDSON CORP COM $4.82万0.00%181 95.2% $2,395 加仓
— AVALONBAY CMNTYS INC COM $4.82万0.00%295 -25-7.8% -$4,088 减仓
AYI ACUITY INC COM $4.83万0.00%172 153805.3% $4.29万 加仓
MSA MSA SAFETY INC COM $4.84万0.00%295 295— $4.84万 新建仓
SPXC SPX TECHNOLOGIES INC COM $4.84万0.00%242 24012,000.0% $4.80万 加仓
— PGIM S&P 500 MAX BUFFER ETF - OCTOBER $4.86万0.00%1,928 00.0% — 不变
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF $4.87万0.00%1,966 35422.0% $8,772 加仓
SFM SPROUTS FMRS MKT INC COM $4.88万0.00%632 22555.3% $1.74万 加仓
AGI ALAMOS GOLD INC COM CL A $4.89万0.00%1,100 30438.2% $1.35万 加仓
— TRUESHARES STRUCTURED OUTCOME (MARCH) ETF $4.89万0.00%1,484 1,184394.7% $3.90万 加仓
— ETC CABANA TARGET LEADING SECTOR MODERATE ETF $4.90万0.00%2,108 -1-0.0% -$23 减仓
— INVESCO KBW PREMIUM YIELD EQUITY REIT ETF $4.90万0.00%3,207 00.0% — 不变
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B $4.93万0.00%609 12525.8% $1.01万 加仓
— BLACKSTONE MORTGAGE TRUST INC 5.5 03/15/2027 $4.95万0.00%50,000 50,000— $4.95万 新建仓
— WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND $4.95万0.00%1,309 1,309— $4.95万 新建仓
FWD AB DISRUPTORS ETF $4.96万0.00%457 00.0% — 不变
— EATON VANCE SHORT DURATION DIV COM $4.98万0.00%4,655 4,655— $4.98万 新建仓
MOO VANECK AGRIBUSINESS ETF $4.98万0.00%589 20051.4% $1.69万 加仓
AWR AMER STATES WTR CO COM $4.98万0.00%659 400154.4% $3.02万 加仓
EQT EQT CORP COM $4.99万0.00%783 26952.3% $1.71万 加仓
SMR NUSCALE PWR CORP CL A COM $5.00万0.00%4,611 2,19290.6% $2.38万 加仓
ALNY ALNYLAM PHARMACEUTICALS INC COM $5.01万0.00%151 3530.2% $1.16万 加仓
— INVESCO ZACKS MULTI-ASSET INCOME ETF $5.02万0.00%1,853 19812.0% $5,360 加仓
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF $5.04万0.00%456 71.6% $774 加仓
CPER UNITED STATES COPPER INDEX FUND $5.04万0.00%1,465 00.0% — 不变
JSMD JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF $5.05万0.00%636 -36-5.4% -$2,857 减仓
MBWM MERCANTILE BK CORP COM $5.05万0.00%1,000 1,000— $5.05万 新建仓
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF $5.05万0.00%1,971 80.4% $205 加仓