HARBOUR INVESTMENTS, INC.
MADISON WI · SEC CIK 0000810121
$74.27亿2026Q2 申报市值
4,761持仓数
18.8%前十大占比 · 第一大 3.8%
258 / 181新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LIBERTY ONE SPEC 新建仓+$4,320.17万
XOM 新建仓+$1,564.55万
VOO 加仓+$1,361.26万
QQQ 加仓+$1,110.49万
ACYN 加仓+$983.81万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$2,227.61万
THIR 减仓-$862.47万
TQQQ 减仓-$516.20万
SGOL 减仓-$379.48万
Q3 ALL-SEASON TA 减仓-$359.86万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| JPEF | JPMORGAN EQUITY FOCUS ETF | $9.38万 | 0.00% | 1,168 | 346 | 42.1% | $2.78万 | 加仓 |
| GOVI | INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF | $9.40万 | 0.00% | 3,461 | 2,251 | 186.0% | $6.11万 | 加仓 |
| — | INSPIRE CAPITAL APPRECIATION ETF | $9.42万 | 0.00% | 3,066 | 7 | 0.2% | $215 | 加仓 |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - MARCH | $9.42万 | 0.00% | 2,931 | -484 | -14.2% | -$1.56万 | 减仓 |
| — | SANARA MEDTECH INC COM | $9.44万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC COM | $9.44万 | 0.00% | 1,472 | 95 | 6.9% | $6,095 | 加仓 |
| — | BLACKROCK MUNIYIELD MICH QU COM | $9.45万 | 0.00% | 7,700 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF | $9.45万 | 0.00% | 3,153 | -7,108 | -69.3% | -$21.31万 | 减仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER | $9.46万 | 0.00% | 3,300 | -428 | -11.5% | -$1.23万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $9.48万 | 0.00% | 692 | 117 | 20.3% | $1.60万 | 加仓 |
| VFQY | VANGUARD U.S. QUALITY FACTOR ETF | $9.49万 | 0.00% | 557 | 26 | 4.9% | $4,428 | 加仓 |
| CSTL | CASTLE BIOSCIENCES INC COM | $9.49万 | 0.00% | 3,977 | 729 | 22.4% | $1.74万 | 加仓 |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $9.49万 | 0.00% | 330 | 20 | 6.5% | $5,754 | 加仓 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $9.50万 | 0.00% | 810 | 118 | 17.1% | $1.38万 | 加仓 |
| SAP | SAP SE SPON ADR | $9.53万 | 0.00% | 618 | 60 | 10.8% | $9,249 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | $9.53万 | 0.00% | 8,725 | -1,225 | -12.3% | -$1.34万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INCM COM | $9.55万 | 0.00% | 3,450 | 0 | 0.0% | — | 不变 |
| XBGYX | BLACKROCK ENHANCED INTL DIV TR COM BENE INTER | $9.58万 | 0.00% | 16,697 | 116 | 0.7% | $666 | 加仓 |
| ROL | ROLLINS INC COM | $9.59万 | 0.00% | 2,298 | 119 | 5.5% | $4,967 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $9.62万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| PTL | INSPIRE 500 ETF | $9.64万 | 0.00% | 337 | 68 | 25.3% | $1.95万 | 加仓 |
| BJUN | INNOVATOR U.S. EQUITY BUFFER ETF - JUNE | $9.64万 | 0.00% | 1,981 | 741 | 59.8% | $3.61万 | 加仓 |
| VG | VENTURE GLOBAL INC COM CL A | $9.65万 | 0.00% | 8,669 | 1,820 | 26.6% | $2.03万 | 加仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TERM COM SHS | $9.66万 | 0.00% | 6,295 | 0 | 0.0% | — | 不变 |
| EIM | EATON VANCE MUN BD FD COM | $9.67万 | 0.00% | 9,709 | 73 | 0.8% | $727 | 加仓 |
| MTCH | MATCH GROUP INC NEW COM | $9.70万 | 0.00% | 2,550 | 111 | 4.6% | $4,223 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $9.74万 | 0.00% | 532 | 26 | 5.1% | $4,761 | 加仓 |
| — | ISHARES INFLATION HEDGED CORPORATE BOND ETF | $9.79万 | 0.00% | 3,725 | 0 | 0.0% | — | 不变 |
| — | PACER AMERICAN ENERGY INFRASTRUCTURE ETF | $9.85万 | 0.00% | 2,165 | 670 | 44.8% | $3.05万 | 加仓 |
| BKH | BLACK HILLS CORP COM | $9.85万 | 0.00% | 1,324 | 4 | 0.3% | $298 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 10 BUFFER ETF - JULY | $9.85万 | 0.00% | 4,478 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $9.86万 | 0.00% | 1,537 | 152 | 11.0% | $9,746 | 加仓 |
| BNS | BANK NOVA SCOTIA B C COM | $9.89万 | 0.00% | 1,139 | -176 | -13.4% | -$1.53万 | 减仓 |
| — | FIDELITY ENHANCED HIGH YIELD ETF | $9.91万 | 0.00% | 2,021 | 0 | 0.0% | — | 不变 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $9.96万 | 0.00% | 3,979 | -179 | -4.3% | -$4,480 | 减仓 |
| FFA | FIRST TR ENHANCED EQUITY COM | $9.96万 | 0.00% | 4,456 | 0 | 0.0% | — | 不变 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM S COM | $9.97万 | 0.00% | 6,125 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB 1000 INDEX ETF | $10.01万 | 0.00% | 2,776 | -3,111 | -52.8% | -$11.22万 | 减仓 |
| — | FIRST TRUST BALANCED INCOME ETF | $10.02万 | 0.00% | 4,600 | 0 | 0.0% | — | 不变 |
| GXC | STATE STREET SPDR S&P CHINA ETF | $10.03万 | 0.00% | 1,159 | -185 | -13.8% | -$1.60万 | 减仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $10.06万 | 0.00% | 958 | 37 | 4.0% | $3,885 | 加仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $10.11万 | 0.00% | 961 | -66 | -6.4% | -$6,944 | 减仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $10.12万 | 0.00% | 1,926 | -4,448 | -69.8% | -$23.37万 | 减仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $10.13万 | 0.00% | 2,112 | -9 | -0.4% | -$432 | 减仓 |
| TCBX | THIRD COAST BANCSHARES INC COM | $10.18万 | 0.00% | 2,519 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COM | $10.20万 | 0.00% | 1,118 | 59 | 5.6% | $5,381 | 加仓 |
| EL | LAUDER ESTEE COS INC CL A | $10.20万 | 0.00% | 1,292 | 629 | 94.9% | $4.97万 | 加仓 |
| — | ATKORE INC COM | $10.20万 | 0.00% | 1,342 | 0 | 0.0% | — | 不变 |
| PCMM | BONDBLOXX PRIVATE CREDIT CLO ETF | $10.22万 | 0.00% | 2,049 | -2,057 | -50.1% | -$10.26万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $10.22万 | 0.00% | 529 | -1 | -0.2% | -$193 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $10.25万 | 0.00% | 2,051 | 17 | 0.8% | $850 | 加仓 |
| CTAS | CINTAS CORP COM | $10.27万 | 0.00% | 604 | -285 | -32.1% | -$4.85万 | 减仓 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $10.34万 | 0.00% | 1,367 | 793 | 138.2% | $6.00万 | 加仓 |
| AIZ | ASSURANT INC COM | $10.40万 | 0.00% | 387 | 83 | 27.3% | $2.23万 | 加仓 |
| DUBS | APTUS LARGE CAP ENHANCED YIELD ETF | $10.42万 | 0.00% | 2,503 | -177 | -6.6% | -$7,371 | 减仓 |
| POWW | OUTDOOR HOLDING CO COM | $10.44万 | 0.00% | 45,792 | 166 | 0.4% | $378 | 加仓 |
| FCG | FIRST TRUST NATURAL GAS ETF | $10.44万 | 0.00% | 3,924 | 2,957 | 305.8% | $7.87万 | 加仓 |
| PSEC | PROSPECT CAP CORP COM | $10.46万 | 0.00% | 45,279 | -582 | -1.3% | -$1,344 | 减仓 |
| CELC | CELCUITY INC COM | $10.46万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | JOHN HANCOCK U.S. HIGH DIVIDEND ETF | $10.47万 | 0.00% | 2,236 | 6 | 0.3% | $281 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $10.55万 | 0.00% | 2,410 | 0 | 0.0% | — | 不变 |
| KBE | STATE STREET SPDR S&P BANK ETF | $10.55万 | 0.00% | 1,547 | 9 | 0.6% | $614 | 加仓 |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | $10.56万 | 0.00% | 2,121 | 10 | 0.5% | $498 | 加仓 |
| EOI | EATON VANCE ENHANCED EQUITY COM | $10.57万 | 0.00% | 5,376 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC COM | $10.57万 | 0.00% | 1,393 | -38 | -2.7% | -$2,884 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $10.59万 | 0.00% | 2,218 | -646 | -22.6% | -$3.08万 | 减仓 |
| EPR | EPR PPTYS COM SH BEN INT | $10.60万 | 0.00% | 1,827 | 119 | 7.0% | $6,903 | 加仓 |
| TEM | TEMPUS AI INC CL A | $10.60万 | 0.00% | 1,830 | -29 | -1.6% | -$1,680 | 减仓 |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | $10.62万 | 0.00% | 1,559 | 23 | 1.5% | $1,567 | 加仓 |
| — | INVESCO S&P SMALLCAP MATERIALS ETF | $10.64万 | 0.00% | 1,025 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $10.64万 | 0.00% | 4,094 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $10.67万 | 0.00% | 1,236 | -217 | -14.9% | -$1.87万 | 减仓 |
| AVK | ADVENT CONV & INCOME FD COM | $10.69万 | 0.00% | 8,161 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $10.71万 | 0.00% | 4,275 | -1,173 | -21.5% | -$2.94万 | 减仓 |
| SIZE | ISHARES MSCI USA SIZE FACTOR ETF | $10.71万 | 0.00% | 601 | -32 | -5.1% | -$5,704 | 减仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $10.72万 | 0.00% | 3,053 | -97 | -3.1% | -$3,406 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD INC COM | $10.72万 | 0.00% | 9,243 | 1 | 0.0% | $12 | 加仓 |
| — | LEADERSHARES ALPHAFACTOR US CORE EQUITY ETF | $10.73万 | 0.00% | 2,072 | -195 | -8.6% | -$1.01万 | 减仓 |
| BNDC | FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND | $10.74万 | 0.00% | 4,859 | 134 | 2.8% | $2,961 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $10.75万 | 0.00% | 1,481 | 31 | 2.1% | $2,249 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC COM NEW | $10.75万 | 0.00% | 340 | 340 | — | $10.75万 | 新建仓 |
| LII | LENNOX INTL INC COM | $10.77万 | 0.00% | 188 | 2 | 1.1% | $1,146 | 加仓 |
| — | AMPLIFY CASH FLOW DIVIDEND LEADERS ETF | $10.78万 | 0.00% | 2,989 | 2,140 | 252.1% | $7.72万 | 加仓 |
| NFLT | VIRTUS NEWFLEET MULTI-SECTOR BOND ETF | $10.79万 | 0.00% | 4,700 | -16 | -0.3% | -$367 | 减仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER | $10.79万 | 0.00% | 3,431 | -702 | -17.0% | -$2.21万 | 减仓 |
| — | MOTLEY FOOL CAPITAL EFFICIENCY 100 INDEX ETF | $10.80万 | 0.00% | 3,659 | 1,071 | 41.4% | $3.16万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JANUARY | $10.82万 | 0.00% | 3,866 | 0 | 0.0% | — | 不变 |
| — | STF TACTICAL GROWTH & INCOME ETF | $10.84万 | 0.00% | 3,817 | -158 | -4.0% | -$4,485 | 减仓 |
| BCE | BCE INC COM NEW | $10.85万 | 0.00% | 5,044 | 445 | 9.7% | $9,573 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN COM | $10.87万 | 0.00% | 8,969 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC COM | $10.88万 | 0.00% | 863 | 48 | 5.9% | $6,051 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $10.89万 | 0.00% | 311 | 176 | 130.4% | $6.17万 | 加仓 |
| FIVA | FIDELITY INTERNATIONAL VALUE FACTOR ETF | $10.92万 | 0.00% | 2,835 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC COM | $10.94万 | 0.00% | 2,700 | 0 | 0.0% | — | 不变 |
| IBTO | ISHARES IBONDS DEC 2033 TERM TREASURY ETF | $10.96万 | 0.00% | 4,543 | 4,543 | — | $10.96万 | 新建仓 |
| OAIM | ONEASCENT INTERNATIONAL EQUITY ETF | $10.96万 | 0.00% | 2,302 | -6,343 | -73.4% | -$30.21万 | 减仓 |
| ALX | ALEXANDERS INC COM | $11.05万 | 0.00% | 401 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $11.06万 | 0.00% | 773 | -101 | -11.6% | -$1.45万 | 减仓 |
| ALLY | ALLY FINL INC COM | $11.08万 | 0.00% | 2,410 | 6 | 0.2% | $276 | 加仓 |
| EWC | ISHARES MSCI CANADA ETF | $11.08万 | 0.00% | 1,922 | -43 | -2.2% | -$2,479 | 减仓 |