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
BIP BROOKFIELD INFRASTRUCTURE PART LP INT UNIT $11.76万0.00%3,257 59622.4% $2.15万 加仓
MISL FIRST TRUST INDXX AEROSPACE & DEFENSE ETF $11.77万0.00%2,633 1,428118.5% $6.38万 加仓
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR $11.79万0.00%5,448 4,189332.7% $9.06万 加仓
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF $11.80万0.00%4,736 1,72857.4% $4.31万 加仓
MUA BLACKROCK MUNIASSETS FD INC COM $11.83万0.00%11,149 11,149— $11.83万 新建仓
CVCO CAVCO INDS INC DEL COM $11.87万0.00%245 211620.6% $10.22万 加仓
AWK AMERICAN WTR WKS CO INC NEW COM $11.88万0.00%872 39582.8% $5.38万 加仓
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF $11.92万0.00%2,482 -4,606-65.0% -$22.12万 减仓
— ALLIANZIM U.S. EQUITY BUFFER15 ETF $11.96万0.00%4,569 4,1941,118.4% $10.98万 加仓
PSEC PROSPECT CAP CORP COM $11.97万0.00%45,861 6,88617.7% $1.80万 加仓
DHS WISDOMTREE U.S. HIGH DIVIDEND FUND $11.98万0.00%1,097 1,097— $11.98万 新建仓
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF $11.99万0.00%3,971 1,24245.5% $3.75万 加仓
RGTI RIGETTI COMPUTING INC COMMON STOCK $12.01万0.00%8,551 3,02454.7% $4.25万 加仓
— STRIVE TOTAL RETURN BOND ETF $12.05万0.00%6,049 -4,455-42.4% -$8.87万 减仓
IQSI NYLI CANDRIAM INTERNATIONAL EQUITY ETF $12.06万0.00%3,423 -780-18.6% -$2.75万 减仓
FXD FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND $12.08万0.00%1,886 1,126148.2% $7.21万 加仓
RIVN RIVIAN AUTOMOTIVE INC COM CL A $12.10万0.00%8,043 730.9% $1,099 加仓
EUAD SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF $12.11万0.00%2,972 2,035217.2% $8.29万 加仓
SNY SANOFI SA SPONSORED ADR $12.16万0.00%2,524 1,487143.4% $7.16万 加仓
BYD BOYD GAMING CORP COM $12.16万0.00%1,479 27923.2% $2.29万 加仓
DXCM DEXCOM INC COM $12.17万0.00%1,938 -4,408-69.5% -$27.69万 减仓
— FT VEST U.S. EQUITY MAX BUFFER ETF - JUNE $12.18万0.00%3,551 1,32659.6% $4.55万 加仓
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF $12.20万0.00%2,611 25010.6% $1.17万 加仓
TFX TELEFLEX INCORPORATED COM $12.24万0.00%1,023 812384.8% $9.72万 加仓
FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF $12.32万0.00%1,820 1488.9% $1.00万 加仓
— PACER BLUESTAR DIGITAL ENTERTAINMENT ETF $12.33万0.00%5,261 -8,293-61.2% -$19.43万 减仓
FDEM FIDELITY EMERGING MARKETS MULTIFACTOR ETF $12.37万0.00%3,917 -32-0.8% -$1,011 减仓
MKC MCCORMICK & CO INC COM NON VTG $12.40万0.00%2,458 -64-2.5% -$3,229 减仓
TRMB TRIMBLE INC COM $12.44万0.00%1,906 78870.5% $5.14万 加仓
— INNOVATOR GROWTH-100 POWER BUFFER ETF - JUNE $12.44万0.00%3,977 -19-0.5% -$594 减仓
GXC STATE STREET SPDR S&P CHINA ETF $12.52万0.00%1,344 32632.0% $3.04万 加仓
HEI HEICO CORP NEW COM $12.56万0.00%458 30.7% $823 加仓
BFLY BUTTERFLY NETWORK INC COM CL A $12.58万0.00%31,134 30,1343,013.4% $12.17万 加仓
BBN BLACKROCK TAX MUNICPAL BD TR SHS $12.59万0.00%7,786 3,58685.4% $5.80万 加仓
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $12.60万0.00%540 7415.9% $1.73万 加仓
IYR ISHARES U.S. REAL ESTATE ETF $12.61万0.00%1,333 63390.4% $5.99万 加仓
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES $12.63万0.00%2,147 1,618305.9% $9.51万 加仓
SEIM SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF $12.64万0.00%2,878 2,174308.8% $9.54万 重新持有
SEIV SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF $12.68万0.00%3,125 2,306281.6% $9.36万 重新持有
BDX BECTON DICKINSON & CO COM $12.68万0.00%806 22338.3% $3.51万 加仓
HAP VANECK NATURAL RESOURCES ETF $12.69万0.00%1,751 25617.1% $1.86万 加仓
CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF $12.72万0.00%2,056 -1,188-36.6% -$7.35万 减仓
UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY $12.73万0.00%2,994 -3,936-56.8% -$16.73万 减仓
NUV NUVEEN MUN VALUE FD INC COM $12.75万0.00%14,187 5,73467.8% $5.16万 加仓
MTBA SIMPLIFY MBS ETF $12.76万0.00%2,580 00.0% — 不变
SE SEA LTD SPONSORD ADS $12.77万0.00%1,542 -2,144-58.2% -$17.76万 减仓
TROW PRICE T ROWE GROUP INC COM $12.80万0.00%1,419 66387.7% $5.98万 加仓
DG DOLLAR GEN CORP COM $12.83万0.00%1,080 43968.5% $5.21万 加仓
SNDA SONIDA SENIOR LIVING INC COM $12.83万0.00%3,978 3,978— $12.83万 新建仓
TECK TECK RESOURCES LTD CL B $12.84万0.00%2,482 2,482— $12.84万 新建仓
— INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF- JUNE $12.87万0.00%4,374 1,79569.6% $5.28万 加仓
BAB INVESCO TAXABLE MUNICIPAL BOND ETF $12.88万0.00%4,779 62615.1% $1.69万 加仓
— THEMES SILVER MINERS ETF $12.89万0.00%1,909 1,909— $12.89万 新建仓
JD JD.COM INC SPON ADS CL A $12.91万0.00%4,364 3,769633.4% $11.15万 加仓
CLS CELESTICA INC COM $12.98万0.00%460 -1,049-69.5% -$29.61万 减仓
VFMF VANGUARD U.S. MULTIFACTOR ETF $13.03万0.00%840 7961,809.1% $12.35万 重新持有
HUM HUMANA INC COM $13.12万0.00%756 669769.0% $11.61万 加仓
NUMV NUVEEN ESG MID-CAP VALUE ETF $13.13万0.00%3,386 1,47377.0% $5.71万 加仓
DOX AMDOCS LTD SHS $13.16万0.00%2,016 -502-19.9% -$3.28万 减仓
ELF E L F BEAUTY INC COM $13.28万0.00%2,190 -1,185-35.1% -$7.19万 减仓
RGLD ROYAL GOLD INC COM $13.31万0.00%523 -11-2.1% -$2,798 减仓
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF $13.34万0.00%3,382 421.3% $1,656 加仓
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND $13.35万0.00%2,686 572.2% $2,832 加仓
APG API GROUP CORP COM STK $13.35万0.00%3,294 2,899733.9% $11.75万 加仓
DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF $13.35万0.00%3,201 2,299254.9% $9.59万 加仓
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF $13.38万0.00%3,010 67228.7% $2.99万 加仓
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF $13.39万0.00%1,547 1,300526.3% $11.25万 加仓
— INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER $13.41万0.00%4,091 -10,685-72.3% -$35.04万 减仓
BEN FRANKLIN RESOURCES INC COM $13.42万0.00%5,683 1,42733.5% $3.37万 加仓
BALL BALL CORP COM $13.43万0.00%2,272 1,547213.4% $9.15万 加仓
RF REGIONS FINANCIAL CORP NEW COM $13.46万0.00%5,151 4,024357.1% $10.51万 加仓
— ALLIANZIM BUFFER20 ALLOCATION ETF $13.51万0.00%4,964 -6,421-56.4% -$17.48万 减仓
— FIRST TRUST DIVIDEND STRENGTH ETF $13.51万0.00%2,240 53031.0% $3.20万 加仓
UAN CVR PARTNERS LP/CVR NITROGEN COM $13.52万0.00%1,067 1,0001,492.5% $12.67万 加仓
— FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND $13.54万0.00%2,324 22810.9% $1.33万 加仓
SMCI SUPER MICRO COMPUTER INC COM NEW $13.54万0.00%5,945 -19,511-76.6% -$44.43万 减仓
XEVVX EATON VANCE LIMITED DURATION I COM $13.54万0.00%14,330 1,64212.9% $1.55万 加仓
NXP NUVEEN SELECT TAX-FREE INCOME SH BEN INT $13.54万0.00%9,439 240.3% $344 加仓
— WISDOMTREE U.S. AI ENHANCED VALUE FUND $13.56万0.00%1,172 20.2% $231 加仓
SDIV GLOBAL X SUPERDIVIDEND ETF $13.56万0.00%5,369 00.0% — 不变
IYT ISHARES US TRANSPORTATION ETF $13.58万0.00%1,819 76873.1% $5.73万 加仓
MMIN NYLI MACKAY MUNI INSURED ETF $13.58万0.00%5,728 5,728— $13.58万 新建仓
HEGD SWAN HEDGED EQUITY US LARGE CAP ETF $13.58万0.00%5,499 1,89852.7% $4.69万 加仓
RMBS RAMBUS INC DEL COM $13.59万0.00%1,580 60.4% $516 加仓
TVAL T. ROWE PRICE VALUE ETF $13.60万0.00%3,758 2928.4% $1.06万 重新持有
— KRANESHARES 100 KWEB DEFINED OUTCOME JANUARY 2027 ETF $13.60万0.00%4,976 69916.3% $1.91万 加仓
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF $13.61万0.00%1,635 442.8% $3,662 加仓
DGX QUEST DIAGNOSTICS INC COM $13.65万0.00%696 26461.1% $5.18万 加仓
SRVR PACER DATA & INFRASTRUCTURE REAL ESTATE ETF $13.68万0.00%4,380 3,732575.9% $11.65万 加仓
DRSK APTUS DEFINED RISK ETF $13.72万0.00%5,020 3,123164.6% $8.54万 加仓
SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF $13.73万0.00%5,553 1933.6% $4,772 加仓
RLY STATE STREET MULTI-ASSET REAL RETURN ETF $13.76万0.00%3,805 1123.0% $4,049 加仓
NBXG NEUBERGER NEXT GENERATION COMMON STOCK $13.76万0.00%10,695 00.0% — 不变
MEC MAYVILLE ENGR CO INC COM $13.82万0.00%7,700 00.0% — 不变
ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF $13.83万0.00%2,523 1,809253.4% $9.91万 加仓
CECO CECO ENVIRONMENTAL CORP COM $13.89万0.00%2,332 00.0% — 不变
SYLD CAMBRIA SHAREHOLDER YIELD ETF $13.93万0.00%1,847 20.1% $151 加仓
IQV IQVIA HLDGS INC COM $13.97万0.00%819 16725.6% $2.85万 加仓
COPX GLOBAL X COPPER MINERS ETF $13.98万0.00%1,831 85487.4% $6.52万 加仓
DBC INVESCO DB COMMODITY INDEX TRACKING FUND $13.99万0.00%4,832 -3,150-39.5% -$9.12万 减仓