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
HSBC HSBC HLDGS PLC SPON ADR NEW $7.29万0.00%885 21632.3% $1.78万 加仓
CWT CALIFORNIA WTR SVC GROUP COM $7.29万0.00%1,607 1,007167.8% $4.57万 加仓
BANF BANCFIRST CORP COM $7.29万0.00%672 -23-3.3% -$2,496 减仓
— FIDELITY INTERNATIONAL MULTIFACTOR ETF $7.31万0.00%2,049 2,049— $7.31万 新建仓
— TRUESHARES STRUCTURED OUTCOME (FEBRUARY) ETF $7.32万0.00%2,015 40024.8% $1.45万 加仓
ICF ISHARES SELECT U.S. REIT ETF $7.33万0.00%1,184 26629.0% $1.65万 加仓
MRNA MODERNA INC COM $7.36万0.00%1,449 -1,067-42.4% -$5.42万 减仓
VALE VALE S A SPONSORED ADS $7.37万0.00%4,630 2,19490.1% $3.49万 加仓
EWI ISHARES MSCI ITALY ETF $7.39万0.00%1,384 18415.3% $9,829 加仓
UNM UNUM GROUP COM $7.40万0.00%1,013 13815.8% $1.01万 加仓
CROX CROCS INC COM $7.41万0.00%892 450101.8% $3.74万 加仓
NTR NUTRIEN LTD COM $7.42万0.00%984 28039.8% $2.11万 加仓
AVY AVERY DENNISON CORP COM $7.43万0.00%430 -15-3.4% -$2,592 减仓
INCY INCYTE CORP COM $7.44万0.00%790 33272.5% $3.12万 加仓
BJ BJS WHSL CLUB HLDGS INC COM $7.45万0.00%756 651620.0% $6.41万 加仓
IUS INVESCO RAFI STRATEGIC US ETF $7.46万0.00%1,288 514.1% $2,955 加仓
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF $7.47万0.00%800 10.1% $93 加仓
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF $7.47万0.00%1,086 -1,170-51.9% -$8.05万 减仓
SDCI USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND $7.47万0.00%2,743 2,743— $7.47万 新建仓
IYM ISHARES U.S. BASIC MATERIALS ETF $7.48万0.00%425 307260.2% $5.40万 加仓
ARKG ARK GENOMIC REVOLUTION ETF $7.49万0.00%2,835 74135.4% $1.96万 加仓
MTCH MATCH GROUP INC NEW COM $7.49万0.00%2,439 63735.3% $1.96万 加仓
— BROOKSTONE OPPORTUNITIES ETF $7.53万0.00%2,369 1,911417.2% $6.07万 加仓
VFMV VANGUARD U.S. MINIMUM VOLATILITY ETF $7.54万0.00%566 00.0% — 不变
— CARLYLE CREDIT INCOME FUND SHS BEN INT $7.59万0.00%23,659 23,659— $7.59万 新建仓
IDXX IDEXX LABS INC COM $7.60万0.00%135 -1-0.7% -$563 减仓
— STRIVE NATURAL RESOURCES AND SECURITY ETF $7.61万0.00%1,675 25718.1% $1.17万 加仓
— ELECTRONIC ARTS INC COM $7.64万0.00%374 -23-5.8% -$4,696 减仓
ZION ZIONS BANCORPORATION NATL ASSN COM $7.65万0.00%1,328 896207.4% $5.16万 加仓
— INVESCO S&P SMALLCAP LOW VOLATILITY ETF $7.67万0.00%1,625 967147.0% $4.56万 加仓
— BROOKSTONE ACTIVE ETF $7.69万0.00%2,327 1,902447.5% $6.29万 加仓
LYV LIVE NATION ENTERTAINMENT INC COM $7.72万0.00%506 19361.7% $2.94万 加仓
AVSF AVANTIS SHORT-TERM FIXED INCOME ETF $7.72万0.00%1,649 1,649— $7.72万 新建仓
IBCP INDEPENDENT BK CORP MICH COM NEW $7.72万0.00%2,318 1,357141.2% $4.52万 加仓
CAG CONAGRA BRANDS INC COM $7.72万0.00%4,911 3,338212.2% $5.25万 加仓
PTIN PACER TRENDPILOT INTERNATIONAL ETF $7.72万0.00%2,375 40020.3% $1.30万 加仓
— PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF $7.72万0.00%1,614 -872-35.1% -$4.17万 减仓
TPR TAPESTRY INC COM $7.73万0.00%547 22871.5% $3.22万 加仓
ODFL OLD DOMINION FREIGHT LINE INC COM $7.74万0.00%396 8627.7% $1.68万 加仓
— SCHWAB CRYPTO THEMATIC ETF $7.75万0.00%1,491 1,3861,320.0% $7.21万 加仓
ARKW ARK NEXT GENERATION INTERNET ETF $7.77万0.00%643 413179.6% $4.99万 加仓
AFDM FIRST TRUST RIVERFRONT DYNAMIC DEVELOPED INTERNATIONAL ETF $7.77万0.00%946 00.0% — 不变
LVS LAS VEGAS SANDS CORP COM $7.79万0.00%1,445 1249.4% $6,681 加仓
CDW CDW CORP COM $7.79万0.00%644 -211-24.7% -$2.55万 减仓
SIXD ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JUN/DEC ETF $7.80万0.00%2,757 65030.8% $1.84万 加仓
MSDL MORGAN STANLEY DIRECT LENDING COM SHS $7.84万0.00%5,618 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC COM $7.85万0.00%1,743 1217.5% $5,449 加仓
— AB INTERNATIONAL BUFFER ETF INTL BUFFER ETF $7.88万0.00%1,950 00.0% — 不变
CX CEMEX SA EURO MTN BE 144A SPON ADR NEW $7.89万0.00%6,899 -418-5.7% -$4,782 减仓
— ATKORE INC COM $7.91万0.00%1,342 423.2% $2,474 加仓
CVNA CARVANA CO CL A $7.91万0.00%251 7845.1% $2.46万 加仓
VFQY VANGUARD U.S. QUALITY FACTOR ETF $7.92万0.00%531 531— $7.92万 新建仓
REVS COLUMBIA RESEARCH ENHANCED VALUE ETF $7.92万0.00%2,768 33713.9% $9,648 加仓
KKR KKR & CO INC COM $7.95万0.00%859 526.4% $4,813 加仓
— FLAHERTY & CRUMRINE DYNAMIC PF SHS $7.95万0.00%3,961 3,050334.8% $6.12万 加仓
TDG TRANSDIGM GROUP INC COM $7.97万0.00%68 -7-9.3% -$8,207 减仓
CSTL CASTLE BIOSCIENCES INC COM $7.97万0.00%3,248 1113.5% $2,725 加仓
— INVESCO INVESTMENT GRADE DEFENSIVE ETF $8.04万0.00%3,270 60522.7% $1.49万 加仓
MLM MARTIN MARIETTA MATLS INC COM $8.07万0.00%137 70104.5% $4.12万 加仓
QCRH QCR HLDGS INC COM $8.09万0.00%947 947— $8.09万 新建仓
— INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF $8.12万0.00%842 -450-34.8% -$4.34万 减仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH $8.15万0.00%2,955 1,44796.0% $3.99万 加仓
MFIC MIDCAP FINANCIAL INVSTMNT CORP COM NEW $8.16万0.00%7,257 84813.2% $9,532 加仓
— INVESCO BLOOMBERG PRICING POWER ETF $8.18万0.00%950 950— $8.18万 新建仓
HSIC SCHEIN HENRY INC COM $8.22万0.00%1,115 40.4% $295 加仓
EWY ISHARES MSCI SOUTH KOREA ETF $8.27万0.00%672 15229.2% $1.87万 加仓
AR ANTERO RESOURCES CORP COM $8.28万0.00%1,951 -150-7.1% -$6,366 减仓
— FT VEST U.S. EQUITY QUARTERLY DYNAMIC BUFFER ETF $8.28万0.00%2,451 00.0% — 不变
IXC ISHARES GLOBAL ENERGY ETF $8.33万0.00%1,445 1037.7% $5,934 加仓
BCS BARCLAYS PLC ADR $8.34万0.00%3,943 2,570187.2% $5.43万 加仓
IDUB APTUS INTERNATIONAL ENHANCED YIELD $8.39万0.00%3,402 3,402— $8.39万 新建仓
JEF JEFFERIES FINANCIAL GROUP INC COM $8.39万0.00%2,034 25014.0% $1.03万 加仓
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF $8.39万0.00%866 -13,572-94.0% -$131.56万 减仓
TEM TEMPUS AI INC CL A $8.41万0.00%1,859 -1,278-40.7% -$5.78万 减仓
BIDU BAIDU INC SPON ADR REP A $8.42万0.00%756 656656.0% $7.31万 加仓
DFGX DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF $8.43万0.00%1,608 1,5001,388.9% $7.87万 加仓
XEVTX EATON VANCE TAX ADVT DIV INCM COM $8.47万0.00%3,450 00.0% — 不变
— FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF $8.48万0.00%4,479 94926.9% $1.80万 加仓
— SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF $8.49万0.00%1,434 1,434— $8.49万 新建仓
— ISHARES BBB RATED CORPORATE BOND ETF $8.50万0.00%984 00.0% — 不变
EPR EPR PPTYS COM SH BEN INT $8.53万0.00%1,708 855.2% $4,247 加仓
— VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF $8.53万0.00%4,736 1,04328.2% $1.88万 加仓
HYGV FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND $8.57万0.00%2,140 -18,383-89.6% -$73.64万 减仓
BN BROOKFIELD CORP CL A LTD VT SH $8.58万0.00%2,119 -3,752-63.9% -$15.19万 减仓
DEO DIAGEO PLC SPON ADR NEW $8.58万0.00%1,152 36045.5% $2.68万 加仓
— CALAMOS BITCOIN 80 SERIES STRUCTURED ALT PROTECTION ETF - OCTOBER $8.60万0.00%4,287 3,515455.3% $7.05万 加仓
STNG SCORPIO TANKERS INC SHS $8.61万0.00%1,153 1,153— $8.61万 新建仓
LII LENNOX INTL INC COM $8.63万0.00%186 149402.7% $6.92万 加仓
AGM FEDERAL AGRIC MTG CORP CL C $8.64万0.00%582 582— $8.64万 新建仓
— FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY $8.66万0.00%3,290 2,143186.8% $5.64万 加仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 10 BUFFER ETF - JANUARY $8.68万0.00%4,675 4,675— $8.68万 新建仓
NOK NOKIA CORP SPONSORED ADR $8.69万0.00%10,805 5,23494.0% $4.21万 加仓
— FT VEST EMERGING MARKETS BUFFER ETF - DECEMBER $8.69万0.00%3,569 42013.3% $1.02万 加仓
SPHB INVESCO S&P 500 HIGH BETA ETF $8.70万0.00%750 750— $8.70万 新建仓
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A $8.70万0.00%46 421,050.0% $7.94万 加仓
AFMC FIRST TRUST ACTIVE FACTOR MID CAP ETF $8.70万0.00%2,451 50025.6% $1.78万 加仓
WCN WASTE CONNECTIONS INC COM $8.71万0.00%536 -21-3.8% -$3,411 减仓
— WESTERN ASSET PREMIER BD FD SHS BEN INT $8.71万0.00%8,229 500.6% $529 加仓
IBMS ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF $8.71万0.00%3,373 2,370236.3% $6.12万 加仓
— ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF $8.73万0.00%3,400 2,385235.0% $6.12万 加仓