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
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A $5.96万0.00%2,453 57630.7% $1.40万 加仓
— FIDELITY DISRUPTIVE TECHNOLOGY ETF $5.97万0.00%1,616 -1,135-41.3% -$4.19万 减仓
XHR XENIA HOTELS & RESORTS INC COM $5.99万0.00%4,038 1,78579.2% $2.65万 加仓
LRGE CLEARBRIDGE LARGE CAP GROWTH SELECT ETF $5.99万0.00%797 00.0% — 不变
— FIRST TRUST EXPANDED TECHNOLOGY ETF $6.02万0.00%1,832 -1-0.1% -$33 减仓
DEFR APTUS DEFERRED INCOME ETF $6.02万0.00%2,263 1,608245.5% $4.28万 加仓
RBC RBC BEARINGS INC COM $6.03万0.00%111 75208.3% $4.07万 加仓
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 $6.04万0.00%5,363 4,9571,220.9% $5.59万 加仓
ALGN ALIGN TECHNOLOGY INC COM $6.05万0.00%353 239209.6% $4.10万 加仓
SOBO SOUTH BOW CORP COM $6.07万0.00%1,828 1,412339.4% $4.69万 加仓
PSMJ PACER SWAN SOS MODERATE (JULY) ETF $6.09万0.00%1,912 -2,536-57.0% -$8.07万 减仓
OSCV OPUS SMALL CAP VALUE ETF $6.09万0.00%1,544 1,097245.4% $4.33万 加仓
SAIA SAIA INC COM $6.11万0.00%174 150625.0% $5.27万 加仓
SGI SOMNIGROUP INTERNATIONAL INC COM $6.12万0.00%828 7851,825.6% $5.80万 加仓
GEN GEN DIGITAL INC COM $6.12万0.00%3,252 93040.1% $1.75万 加仓
— VIRTUS REAL ASSET INCOME ETF $6.14万0.00%2,265 00.0% — 不变
QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF $6.18万0.00%360 102.9% $1,716 加仓
NWBI NORTHWEST BANCSHARES INC COM $6.18万0.00%4,871 2715.9% $3,439 加仓
— FT VEST U.S. EQUITY MAX BUFFER ETF - JULY $6.19万0.00%1,845 00.0% — 不变
— ISHARES MSCI AUSTRIA ETF $6.20万0.00%1,749 46436.1% $1.64万 加仓
— FIRST TRUST MERGER ARBITRAGE ETF $6.20万0.00%2,996 -154-4.9% -$3,188 减仓
OLN OLIN CORP COM PAR $1 $6.23万0.00%2,095 54635.2% $1.62万 加仓
THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF $6.24万0.00%1,057 -788-42.7% -$4.65万 减仓
SEIQ SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF $6.25万0.00%1,751 1,357344.4% $4.84万 重新持有
SOFR AMPLIFY SAMSUNG SOFR ETF $6.25万0.00%624 624— $6.25万 新建仓
LPX LOUISIANA PAC CORP COM $6.27万0.00%861 508143.9% $3.70万 加仓
ADME APTUS DRAWDOWN MANAGED EQUITY ETF $6.29万0.00%1,272 928269.8% $4.59万 加仓
MGA MAGNA INTL INC COM $6.30万0.00%1,128 48776.0% $2.72万 加仓
— FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF $6.30万0.00%1,449 875152.4% $3.80万 加仓
STM STMICROELECTRONICS N V NY REGISTRY $6.31万0.00%1,828 1327.8% $4,558 加仓
FDM FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND $6.31万0.00%769 00.0% — 不变
VIK VIKING HOLDINGS LTD ORD SHS $6.32万0.00%860 -217-20.1% -$1.59万 减仓
QUBT QUANTUM COMPUTING INC COM $6.42万0.00%9,374 7,364366.4% $5.04万 加仓
EWL ISHARES MSCI SWITZERLAND ETF $6.43万0.00%1,093 27133.0% $1.59万 加仓
CGNX COGNEX CORP COM $6.45万0.00%1,315 1,162759.5% $5.70万 加仓
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND $6.47万0.00%1,173 1,0911,330.5% $6.02万 加仓
DKNG DRAFTKINGS INC NEW COM CL A $6.48万0.00%2,996 31611.8% $6,832 加仓
RMD RESMED INC COM $6.49万0.00%289 5925.7% $1.32万 加仓
— NUVEEN REAL ESTATE INCOME FD COM $6.50万0.00%8,710 3303.9% $2,462 加仓
FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW $6.50万0.00%4,934 2,848136.5% $3.75万 加仓
MOS MOSAIC CO COM $6.56万0.00%2,574 2,243677.6% $5.72万 加仓
— ACQUIRERS SMALL AND MICRO DEEP VALUE ETF $6.57万0.00%1,800 00.0% — 不变
MDLN MEDLINE INC COM CL A $6.58万0.00%1,479 10.1% $45 加仓
BNO UNITED STATES BRENT OIL FUND LP $6.59万0.00%1,267 881228.2% $4.58万 加仓
— ALTRIUS GLOBAL DIVIDEND ETF $6.59万0.00%1,606 80.5% $328 加仓
— INVESCO CURRENCYSHARES SWISS FRANC TRUST $6.61万0.00%599 599— $6.61万 新建仓
AME AMETEK INC COM $6.63万0.00%309 4517.0% $9,650 加仓
AIZ ASSURANT INC COM $6.64万0.00%304 238360.6% $5.20万 加仓
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $6.64万0.00%13,206 6,820106.8% $3.43万 加仓
FLNG FLEX LNG LTD SHS $6.64万0.00%2,235 2,235— $6.64万 新建仓
PBA PEMBINA PIPELINE CORP COM $6.65万0.00%1,485 100.7% $448 加仓
DFVX DIMENSIONAL US LARGE CAP VECTOR ETF $6.65万0.00%895 895— $6.65万 新建仓
FBIZ FIRST BUSINESS FINL SVCS INC W COM $6.67万0.00%1,237 1,001424.2% $5.40万 加仓
ACHR ARCHER AVIATION INC COM CL A $6.68万0.00%12,912 4,02845.3% $2.08万 加仓
PDM PIEDMONT REALTY TRUST INC COM CL A $6.69万0.00%10,189 3,72557.6% $2.45万 加仓
— FIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF $6.71万0.00%1,302 988.1% $5,047 加仓
— CAPITAL GROUP U.S. LARGE VALUE ETF $6.71万0.00%2,510 79546.4% $2.13万 加仓
IBMR ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF $6.73万0.00%2,653 100.4% $254 加仓
PTL INSPIRE 500 ETF $6.74万0.00%269 4419.6% $1.10万 加仓
— EATON VANCE HIGH YIELD ETF $6.75万0.00%1,300 1,300— $6.75万 新建仓
ORI OLD REP INTL CORP COM $6.75万0.00%1,692 1,6172,156.0% $6.46万 加仓
HYT BLACKROCK CORPOR HI YLD FD INC COM $6.76万0.00%7,935 00.0% — 不变
RINT INTERNATIONAL DEVELOPED EQUITY ETF $6.81万0.00%2,340 1,841368.9% $5.36万 加仓
— CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF $6.83万0.00%1,066 47480.1% $3.04万 加仓
PSBD PALMER SQUARE CAPITAL BDC INC COM SHS $6.84万0.00%7,000 00.0% — 不变
HUBB HUBBELL INC COM $6.84万0.00%139 76120.6% $3.74万 加仓
TGRW T. ROWE PRICE GROWTH STOCK ETF $6.84万0.00%1,689 35826.9% $1.45万 加仓
PALC PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF $6.85万0.00%1,322 -665-33.5% -$3.45万 减仓
CHD CHURCH & DWIGHT CO INC COM $6.85万0.00%734 659.7% $6,067 加仓
— SANARA MEDTECH INC COM $6.87万0.00%4,000 4,000— $6.87万 新建仓
SF STIFEL FINL CORP COM $6.90万0.00%933 810658.5% $5.99万 加仓
SMTC SEMTECH CORP COM $6.90万0.00%898 725419.1% $5.57万 加仓
VICI VICI PPTYS INC COM $6.93万0.00%2,536 44021.0% $1.20万 加仓
— FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND $6.94万0.00%965 965— $6.94万 新建仓
HROW HARROW INC COM $6.95万0.00%1,970 -775-28.2% -$2.73万 减仓
UAMY UNITED STATES ANTIMONY CORP COM $6.95万0.00%7,962 00.0% — 不变
USRT ISHARES CORE U.S. REIT ETF $6.96万0.00%1,176 750176.1% $4.44万 加仓
ICLO INVESCO AAA CLO FLOATING RATE NOTE ETF $6.99万0.00%2,740 -2,010-42.3% -$5.13万 减仓
PKG PACKAGING CORP AMER COM $7.00万0.00%330 165.1% $3,396 加仓
— NYLI MACKAY DEFINEDTERM MUNI COM $7.01万0.00%4,720 4,720— $7.01万 新建仓
HNST HONEST CO INC COM $7.02万0.00%23,891 4,37022.4% $1.28万 加仓
— PACER AMERICAN ENERGY INFRASTRUCTURE ETF $7.03万0.00%1,495 1,105283.3% $5.19万 加仓
TY TRI CONTL CORP COM $7.03万0.00%2,225 1,974786.5% $6.24万 加仓
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF $7.04万0.00%692 6410.2% $6,511 加仓
— BROOKSTONE YIELD ETF $7.04万0.00%2,576 2,107449.3% $5.76万 加仓
— MOTLEY FOOL CAPITAL EFFICIENCY 100 INDEX ETF $7.05万0.00%2,588 793.1% $2,152 加仓
— WESTERN ASSET GBL HIGH INC FD COM $7.07万0.00%11,980 11,6163,191.2% $6.85万 加仓
— FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER $7.09万0.00%2,859 -4,542-61.4% -$11.27万 减仓
VTWG VANGUARD RUSSELL 2000 GROWTH ETF $7.10万0.00%310 310— $7.10万 新建仓
TAP MOLSON COORS BEVERAGE CO CL B $7.10万0.00%1,649 -277-14.4% -$1.19万 减仓
UEC URANIUM ENERGY CORP COM $7.18万0.00%5,321 1,85553.5% $2.50万 加仓
— PGIM S&P 500 BUFFER 12 ETF - FEBRUARY $7.19万0.00%2,300 1,300130.0% $4.07万 加仓
AIG AMERICAN INTL GROUP INC COM NEW $7.20万0.00%957 26939.1% $2.02万 加仓
VALQ AMERICAN CENTURY U.S. QUALITY VALUE ETF $7.25万0.00%1,114 30.3% $195 加仓
SON SONOCO PRODS CO COM $7.25万0.00%1,340 1,201864.0% $6.50万 加仓
— INNOVATOR UNCAPPED BITCOIN 20 FLOOR ETF - QUARTERLY $7.25万0.00%4,246 1,23541.0% $2.11万 加仓
ONON ON HLDG AG NAMEN AKT A $7.25万0.00%2,132 -3,542-62.4% -$12.05万 减仓
HTGC HERCULES CAPITAL INC COM $7.26万0.00%4,913 2,10775.1% $3.11万 加仓
ROP ROPER TECHNOLOGIES INC COM $7.26万0.00%205 4225.8% $1.49万 加仓
— INNOVATOR U.S. SMALL CAP MANAGED FLOOR ETF $7.28万0.00%2,506 -48,099-95.0% -$139.67万 减仓