HARBOUR INVESTMENTS, INC.
MADISON WI · SEC CIK 0000810121
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $14.01万 | 0.00% | 1,657 | 5 | 0.3% | $423 | 加仓 |
| PATH | UIPATH INC CL A | $14.05万 | 0.00% | 12,654 | 2,390 | 23.3% | $2.65万 | 加仓 |
| RGLO | RUSSELL INVESTMENTS GLOBAL EQUITY ETF | $14.05万 | 0.00% | 4,850 | 3,773 | 350.3% | $10.93万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 2028 | $14.09万 | 0.00% | 5,095 | -3,711 | -42.1% | -$10.26万 | 减仓 |
| VTRS | VIATRIS INC COM | $14.10万 | 0.00% | 10,434 | 847 | 8.8% | $1.14万 | 加仓 |
| — | INNOVATOR 20 YEAR TREASURY BOND 5 FLOOR ETF - JULY | $14.12万 | 0.00% | 7,158 | 973 | 15.7% | $1.92万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $14.14万 | 0.00% | 692 | -39 | -5.3% | -$7,968 | 减仓 |
| ESLT | ELBIT SYS LTD ORD | $14.14万 | 0.00% | 166 | 166 | — | $14.14万 | 新建仓 |
| CVSB | CALVERT ULTRA-SHORT INVESTMENT GRADE ETF | $14.30万 | 0.00% | 2,826 | 504 | 21.7% | $2.55万 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $14.34万 | 0.00% | 1,058 | 227 | 27.3% | $3.08万 | 加仓 |
| SVM | SILVERCORP METALS INC COM | $14.36万 | 0.00% | 13,367 | -1,758 | -11.6% | -$1.89万 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | $14.37万 | 0.00% | 7,300 | 7,300 | — | $14.37万 | 新建仓 |
| BDEC | INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | $14.39万 | 0.00% | 2,998 | -53 | -1.7% | -$2,544 | 减仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $14.42万 | 0.00% | 5,539 | 89 | 1.6% | $2,317 | 加仓 |
| JABS | JANUS HENDERSON ASSET-BACKED SECURITIES ETF | $14.42万 | 0.00% | 2,893 | 820 | 39.6% | $4.09万 | 加仓 |
| FVAL | FIDELITY VALUE FACTOR ETF | $14.42万 | 0.00% | 2,078 | 2,078 | — | $14.42万 | 新建仓 |
| — | CION INVT CORP COM | $14.43万 | 0.00% | 21,099 | 1,365 | 6.9% | $9,337 | 加仓 |
| — | WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND | $14.48万 | 0.00% | 2,984 | 677 | 29.3% | $3.28万 | 加仓 |
| — | FRANKLIN INCOME EQUITY FOCUS ETF | $14.50万 | 0.00% | 2,242 | 2,074 | 1,234.5% | $13.41万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $14.50万 | 0.00% | 13,504 | 9,113 | 207.5% | $9.79万 | 加仓 |
| — | EAGLE POINT CREDIT COMPANY INC COM | $14.51万 | 0.00% | 38,600 | 10,292 | 36.4% | $3.87万 | 加仓 |
| ACP | ABRDN INCOME CREDIT STRATEGIES COM | $14.52万 | 0.00% | 28,463 | 7,674 | 36.9% | $3.91万 | 加仓 |
| DOCU | DOCUSIGN INC COM | $14.55万 | 0.00% | 3,069 | 2,272 | 285.1% | $10.77万 | 加仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $14.56万 | 0.00% | 6,651 | 48 | 0.7% | $1,051 | 加仓 |
| FLJP | FRANKLIN FTSE JAPAN ETF | $14.57万 | 0.00% | 4,027 | 951 | 30.9% | $3.44万 | 加仓 |
| SNDK | SANDISK CORP COM | $14.58万 | 0.00% | 230 | 172 | 296.6% | $10.90万 | 加仓 |
| IR | INGERSOLL RAND INC COM | $14.59万 | 0.00% | 1,820 | 164 | 9.9% | $1.31万 | 加仓 |
| — | THEMES TRANSATLANTIC DEFENSE ETF | $14.60万 | 0.00% | 3,789 | 3,789 | — | $14.60万 | 新建仓 |
| — | INVESCO S&P SMALLCAP HEALTH CARE ETF | $14.61万 | 0.00% | 3,551 | -160 | -4.3% | -$6,583 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $14.62万 | 0.00% | 481 | 481 | — | $14.62万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $14.62万 | 0.00% | 371 | 97 | 35.4% | $3.82万 | 加仓 |
| — | FIDELITY STOCKS FOR INFLATION ETF | $14.70万 | 0.00% | 2,990 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF | $14.73万 | 0.00% | 4,089 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES U.S. ENERGY ETF | $14.82万 | 0.00% | 2,288 | 1,076 | 88.8% | $6.97万 | 加仓 |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $14.83万 | 0.00% | 2,747 | 2,747 | — | $14.83万 | 新建仓 |
| EOS | EATON VANCE ENHANCED EQUITY IN COM | $14.83万 | 0.00% | 7,250 | 1,406 | 24.1% | $2.88万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $14.86万 | 0.00% | 499 | 191 | 62.0% | $5.69万 | 加仓 |
| VMC | VULCAN MATLS CO COM | $14.91万 | 0.00% | 547 | 365 | 200.5% | $9.95万 | 加仓 |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | $14.92万 | 0.00% | 2,366 | 1,871 | 378.0% | $11.80万 | 重新持有 |
| PTMC | PACER TRENDPILOT US MID CAP ETF | $14.94万 | 0.00% | 4,085 | 740 | 22.1% | $2.71万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $14.98万 | 0.00% | 4,048 | 2,488 | 159.5% | $9.21万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | $14.99万 | 0.00% | 17,386 | 3,993 | 29.8% | $3.44万 | 加仓 |
| VMI | VALMONT INDS INC COM | $15.00万 | 0.00% | 375 | 374 | 37,400.0% | $14.96万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $15.01万 | 0.00% | 8,107 | 3,495 | 75.8% | $6.47万 | 加仓 |
| — | INVESCO S&P SMALLCAP INDUSTRIALS ETF | $15.03万 | 0.00% | 972 | 970 | 48,500.0% | $15.00万 | 加仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $15.04万 | 0.00% | 1,993 | 859 | 75.7% | $6.48万 | 加仓 |
| CTAS | CINTAS CORP COM | $15.04万 | 0.00% | 889 | 288 | 47.9% | $4.87万 | 加仓 |
| WHR | WHIRLPOOL CORP COM | $15.08万 | 0.00% | 2,796 | 2,275 | 436.7% | $12.27万 | 加仓 |
| — | ZACKS QUALITY INTERNATIONAL ETF | $15.11万 | 0.00% | 5,606 | 3,565 | 174.7% | $9.61万 | 加仓 |
| CCI | CROWN CASTLE INC COM | $15.16万 | 0.00% | 1,864 | 873 | 88.1% | $7.10万 | 加仓 |
| — | INVESCO BULLETSHARES 2032 HIGH YIELD CORPORATE BOND ETF | $15.16万 | 0.00% | 6,023 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | $15.19万 | 0.00% | 3,718 | -2,668 | -41.8% | -$10.90万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $15.20万 | 0.00% | 473 | 111 | 30.7% | $3.57万 | 加仓 |
| — | VANGUARD HIGH-YIELD ACTIVE ETF | $15.20万 | 0.00% | 2,043 | 972 | 90.8% | $7.23万 | 加仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $15.24万 | 0.00% | 5,714 | 1,100 | 23.8% | $2.93万 | 加仓 |
| APPF | APPFOLIO INC COM CL A | $15.26万 | 0.00% | 967 | 967 | — | $15.26万 | 新建仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $15.29万 | 0.00% | 1,657 | 1,654 | 55,133.3% | $15.26万 | 加仓 |
| — | PIMCO RAFI ESG U.S. ETF | $15.31万 | 0.00% | 3,678 | 3,678 | — | $15.31万 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED AUG ETF | $15.33万 | 0.00% | 5,400 | -1,971 | -26.7% | -$5.60万 | 减仓 |
| ASH | ASHLAND INC COM | $15.37万 | 0.00% | 2,763 | 4 | 0.1% | $222 | 加仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $15.37万 | 0.00% | 3,093 | 1,745 | 129.5% | $8.67万 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS FD COM | $15.38万 | 0.00% | 14,959 | 0 | 0.0% | — | 不变 |
| — | BROOKSTONE VALUE STOCK ETF | $15.43万 | 0.00% | 4,746 | 3,917 | 472.5% | $12.73万 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $15.43万 | 0.00% | 1,409 | 1,112 | 374.4% | $12.18万 | 加仓 |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | $15.47万 | 0.00% | 1,281 | 687 | 115.7% | $8.30万 | 加仓 |
| — | INSPIRE GROWTH ETF | $15.52万 | 0.00% | 4,241 | -42,355 | -90.9% | -$155.01万 | 减仓 |
| RACE | FERRARI N V COM | $15.55万 | 0.00% | 463 | 117 | 33.8% | $3.93万 | 加仓 |
| ALAI | ALGER AI ENABLERS & ADOPTERS ETF | $15.63万 | 0.00% | 4,731 | 4,631 | 4,631.0% | $15.30万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $15.65万 | 0.00% | 8,432 | 8,432 | — | $15.65万 | 新建仓 |
| S | SENTINELONE INC CL A | $15.66万 | 0.00% | 12,162 | 972 | 8.7% | $1.25万 | 加仓 |
| LVHD | FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $15.69万 | 0.00% | 3,687 | 217 | 6.3% | $9,236 | 加仓 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $15.70万 | 0.00% | 3,359 | -42 | -1.2% | -$1,963 | 减仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH FLOOR5 APR/OCT ETF | $15.71万 | 0.00% | 5,784 | -123 | -2.1% | -$3,342 | 减仓 |
| CXW | CORECIVIC INC COM | $15.76万 | 0.00% | 8,331 | 2,716 | 48.4% | $5.14万 | 加仓 |
| LEU | CENTRUS ENERGY CORP CL A | $15.78万 | 0.00% | 909 | 211 | 30.2% | $3.66万 | 加仓 |
| AON | AON PLC SHS CL A | $15.81万 | 0.00% | 489 | 70 | 16.7% | $2.26万 | 加仓 |
| — | FIRST TRUST NASDAQ OIL & GAS ETF | $15.81万 | 0.00% | 4,095 | 961 | 30.7% | $3.71万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $15.84万 | 0.00% | 6,861 | 3,422 | 99.5% | $7.90万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $15.90万 | 0.00% | 401 | -230 | -36.5% | -$9.12万 | 减仓 |
| HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $15.99万 | 0.00% | 8,104 | 3,168 | 64.2% | $6.25万 | 加仓 |
| — | STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | $15.99万 | 0.00% | 3,935 | 1,204 | 44.1% | $4.89万 | 加仓 |
| SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | $16.00万 | 0.00% | 2,687 | 2,677 | 26,770.0% | $15.94万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED NOV ETF | $16.05万 | 0.00% | 5,700 | 2,531 | 79.9% | $7.13万 | 加仓 |
| ACIO | APTUS COLLARED INVESTMENT OPPORTUNITY ETF | $16.06万 | 0.00% | 3,827 | -12,028 | -75.9% | -$50.47万 | 减仓 |
| BAMG | BROOKSTONE GROWTH STOCK ETF | $16.16万 | 0.00% | 4,424 | 3,663 | 481.3% | $13.38万 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $16.16万 | 0.00% | 699 | 326 | 87.4% | $7.54万 | 加仓 |
| — | CALAMOS BITCOIN STRUCTURED ALT PROTECTION ETF - JULY | $16.17万 | 0.00% | 6,644 | -60 | -0.9% | -$1,461 | 减仓 |
| — | CALAMOS BITCOIN STRUCTURED ALT PROTECTION ETF - OCTOBER | $16.19万 | 0.00% | 6,644 | -624 | -8.6% | -$1.52万 | 减仓 |
| CPRT | COPART INC COM | $16.20万 | 0.00% | 4,880 | 3,015 | 161.7% | $10.01万 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $16.24万 | 0.00% | 2,659 | 1,217 | 84.4% | $7.43万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $16.26万 | 0.00% | 2,306 | 159 | 7.4% | $1.12万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 MAR/SEP ETF | $16.32万 | 0.00% | 5,222 | 2,083 | 66.4% | $6.51万 | 加仓 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $16.37万 | 0.00% | 3,593 | 953 | 36.1% | $4.34万 | 加仓 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBER | $16.37万 | 0.00% | 4,393 | 3,365 | 327.3% | $12.54万 | 加仓 |
| — | EATON VANCE MUN INCOME TR SH BEN INT | $16.39万 | 0.00% | 15,744 | 15,323 | 3,639.7% | $15.95万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP C COM | $16.39万 | 0.00% | 7,798 | 3,865 | 98.3% | $8.12万 | 加仓 |
| — | PGIM S&P 500 BUFFER 20 ETF - AUGUST | $16.48万 | 0.00% | 5,559 | 5,559 | — | $16.48万 | 新建仓 |
| — | FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF | $16.54万 | 0.00% | 14,211 | 3,326 | 30.6% | $3.87万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 APR ETF | $16.56万 | 0.00% | 3,896 | -883 | -18.5% | -$3.75万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $16.57万 | 0.00% | 5,179 | 811 | 18.6% | $2.60万 | 加仓 |