13F 机构持仓

HARBOUR INVESTMENTS, INC.

MADISON WI · SEC CIK 0000810121

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.8%
QQQ 2.9%
SDVY 2.3%
AAPL 1.8%
AVEM 1.5%
UCON 1.4%
IVV 1.3%
IJH 1.3%
BUFR 1.3%
SPY 1.0%

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
NUV NUVEEN MUN VALUE FD INC COM $13.08万0.00%14,187 00.0% — 不变
CCI CROWN CASTLE INC COM $13.08万0.00%1,728 -136-7.3% -$1.03万 减仓
— FRANKLIN INCOME EQUITY FOCUS ETF $13.10万0.00%1,966 -276-12.3% -$1.84万 减仓
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF $13.10万0.00%991 161.6% $2,115 加仓
IQSI NYLI CANDRIAM INTERNATIONAL EQUITY ETF $13.11万0.00%3,423 00.0% — 不变
ESLT ELBIT SYS LTD ORD $13.14万0.00%173 74.2% $5,315 加仓
— ALPS ELECTRIFICATION INFRASTRUCTURE ETF $13.15万0.00%2,925 1967.2% $8,809 加仓
XEVVX EATON VANCE LIMITED DURATION I COM $13.15万0.00%14,031 -299-2.1% -$2,802 减仓
— KRANESHARES 100 KWEB DEFINED OUTCOME JANUARY 2027 ETF $13.24万0.00%4,976 00.0% — 不变
GRMN GARMIN LTD SHS $13.24万0.00%557 -172-23.6% -$4.09万 减仓
SRVR PACER DATA & INFRASTRUCTURE REAL ESTATE ETF $13.29万0.00%4,183 -197-4.5% -$6,259 减仓
— CAPITAL GROUP U.S. LARGE GROWTH ETF $13.31万0.00%4,646 2,403107.1% $6.88万 加仓
AA ALCOA CORP COM $13.34万0.00%2,558 -124-4.6% -$6,465 减仓
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF $13.35万0.00%1,396 -954-40.6% -$9.12万 减仓
— PGIM S&P 500 BUFFER 12 ETF - JUNE $13.40万0.00%4,230 4,230— $13.40万 新建仓
— AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF $13.44万0.00%2,025 00.0% — 不变
NXP NUVEEN SELECT TAX-FREE INCOME SH BEN INT $13.51万0.00%9,439 00.0% — 不变
— INNOVATOR EQUITY MANAGED 100 BUFFER ETF $13.52万0.00%5,003 -14,147-73.9% -$38.24万 减仓
INGR INGREDION INC COM $13.55万0.00%1,430 -64-4.3% -$6,062 减仓
UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY $13.57万0.00%2,994 00.0% — 不变
WSM WILLIAMS SONOMA INC COM $13.59万0.00%583 407.4% $9,324 加仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - APRIL $13.63万0.00%6,747 6,747— $13.63万 新建仓
TDG TRANSDIGM GROUP INC COM $13.65万0.00%102 3450.0% $4.55万 加仓
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF $13.68万0.00%3,386 40.1% $162 加仓
INDA ISHARES MSCI INDIA ETF $13.73万0.00%2,779 -1,862-40.1% -$9.20万 减仓
PATH UIPATH INC CL A $13.74万0.00%12,643 -11-0.1% -$120 减仓
— FIRST TRUST DIVIDEND STRENGTH ETF $13.74万0.00%2,240 00.0% — 不变
— INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - FEBRUARY $13.77万0.00%4,432 -62,864-93.4% -$195.32万 减仓
AUB ATLANTIC UN BANKSHARES CORP COM $13.80万0.00%3,262 00.0% — 不变
BCS BARCLAYS PLC ADR $13.86万0.00%5,159 1,21630.8% $3.27万 加仓
MMIN NYLI MACKAY MUNI INSURED ETF $13.87万0.00%5,728 00.0% — 不变
SMTC SEMTECH CORP COM $13.90万0.00%859 -39-4.3% -$6,312 减仓
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND $13.94万0.00%2,591 -95-3.5% -$5,110 减仓
— BROOKSTONE VALUE STOCK ETF $13.95万0.00%3,968 -778-16.4% -$2.74万 减仓
— FT VEST U.S. EQUITY MAX BUFFER ETF - JUNE $13.96万0.00%3,979 42812.1% $1.50万 加仓
APG API GROUP CORP COM STK $13.98万0.00%3,300 60.2% $254 加仓
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES $13.98万0.00%2,154 70.3% $454 加仓
— VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF $14.05万0.00%7,619 2,88360.9% $5.32万 加仓
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF $14.09万0.00%3,142 1324.4% $5,920 加仓
IR INGERSOLL RAND INC COM $14.13万0.00%1,723 -97-5.3% -$7,952 减仓
— INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER $14.15万0.00%4,091 00.0% — 不变
MTB M & T BK CORP COM $14.19万0.00%596 407215.3% $9.69万 加仓
DRSK APTUS DEFINED RISK ETF $14.19万0.00%4,936 -84-1.7% -$2,415 减仓
XTL STATE STREET SPDR S&P TELECOM ETF $14.20万0.00%624 -348-35.8% -$7.92万 减仓
BALL BALL CORP COM $14.24万0.00%2,283 110.5% $686 加仓
— ALLIANZIM BUFFER20 ALLOCATION ETF $14.25万0.00%4,964 00.0% — 不变
FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF $14.25万0.00%1,821 10.1% $78 加仓
CFG CITIZENS FINL GROUP INC COM $14.26万0.00%2,035 1849.9% $1.29万 加仓
DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF $14.27万0.00%3,460 2598.1% $1.07万 加仓
— ALLIANZIM U.S. EQUITY 6 MONTH FLOOR5 APR/OCT ETF $14.28万0.00%5,051 -733-12.7% -$2.07万 减仓
ZTS ZOETIS INC CL A $14.31万0.00%1,991 -173-8.0% -$1.24万 减仓
VIK VIKING HOLDINGS LTD ORD SHS $14.32万0.00%1,368 50859.1% $5.32万 加仓
HLT HILTON WORLDWIDE HLDGS INC COM $14.33万0.00%434 -47-9.8% -$1.55万 减仓
OUNZ VANECK MERK GOLD ETF $14.35万0.00%3,718 00.0% — 不变
— ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUNE ETF $14.37万0.00%4,336 -2,255-34.2% -$7.47万 减仓
STOK STOKE THERAPEUTICS INC COM $14.44万0.00%4,413 1,06131.7% $3.47万 加仓
JABS JANUS HENDERSON ASSET-BACKED SECURITIES ETF $14.44万0.00%2,893 00.0% — 不变
HYEM VANECK EMERGING MARKETS HIGH YIELD BOND ETF $14.51万0.00%7,213 -891-11.0% -$1.79万 减仓
RGA REINSURANCE GROUP AMER INC COM NEW $14.56万0.00%685 -7-1.0% -$1,488 减仓
— FIDELITY STOCKS FOR INFLATION ETF $14.61万0.00%2,674 -316-10.6% -$1.73万 减仓
PAY PAYMENTUS HOLDINGS INC COM CL A $14.61万0.00%6,046 2,22158.1% $5.37万 加仓
HII HUNTINGTON INGALLS INDS INC COM $14.61万0.00%522 122.4% $3,359 加仓
HEGD SWAN HEDGED EQUITY US LARGE CAP ETF $14.66万0.00%5,499 00.0% — 不变
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF $14.67万0.00%6,727 761.1% $1,657 加仓
ACMR ACM RESH INC COM CL A $14.68万0.00%1,157 756188.5% $9.59万 加仓
SEIV SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF $14.74万0.00%3,071 -54-1.7% -$2,592 减仓
DGX QUEST DIAGNOSTICS INC COM $14.74万0.00%696 00.0% — 不变
SYLD CAMBRIA SHAREHOLDER YIELD ETF $14.78万0.00%1,868 211.1% $1,661 加仓
IYR ISHARES U.S. REAL ESTATE ETF $14.78万0.00%1,445 1128.4% $1.15万 加仓
ACP ABRDN INCOME CREDIT STRATEGIES COM $14.81万0.00%28,473 100.0% $52 加仓
CBRE CBRE GROUP INC CL A $14.89万0.00%1,106 484.5% $6,464 加仓
SNDR SCHNEIDER NATIONAL INC CL B $14.90万0.00%4,078 -5,554-57.7% -$20.29万 减仓
DBC INVESCO DB COMMODITY INDEX TRACKING FUND $14.92万0.00%5,598 76615.9% $2.04万 加仓
DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF $14.96万0.00%2,747 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC COM NEW $15.03万0.00%5,123 -822-13.8% -$2.41万 减仓
SEIM SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF $15.03万0.00%2,677 -201-7.0% -$1.13万 减仓
CVCO CAVCO INDS INC DEL COM $15.05万0.00%245 00.0% — 不变
CVSB CALVERT ULTRA-SHORT INVESTMENT GRADE ETF $15.07万0.00%2,975 1495.3% $7,546 加仓
— FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY $15.07万0.00%5,311 2,02161.4% $5.74万 加仓
NTAP NETAPP INC COM $15.08万0.00%974 -30-3.0% -$4,645 减仓
SU SUNCOR ENERGY INC NEW COM $15.10万0.00%2,812 90.3% $483 加仓
— EAGLE POINT CR CO COM $15.10万0.00%40,600 2,0005.2% $7,440 加仓
HEI HEICO CORP NEW COM $15.16万0.00%426 -32-7.0% -$1.14万 减仓
BUI BLACKROCK UTILS INFRASTRUCTURE COM $15.18万0.00%5,233 1,27832.3% $3.71万 加仓
BITQ BITWISE CRYPTO INDUSTRY INNOVATORS ETF $15.19万0.00%6,201 00.0% — 不变
— FIRST TRUST HIGH INCOME STRATEGIC FOCUS ETF $15.21万0.00%3,430 1,16151.2% $5.15万 加仓
— WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND $15.22万0.00%3,149 1655.5% $7,974 加仓
— INVESCO BULLETSHARES 2032 HIGH YIELD CORPORATE BOND ETF $15.24万0.00%6,023 00.0% — 不变
NUMV NUVEEN ESG MID-CAP VALUE ETF $15.24万0.00%3,503 1173.5% $5,089 加仓
BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER $15.25万0.00%2,866 -132-4.4% -$7,023 减仓
SIXD ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JUN/DEC ETF $15.25万0.00%4,945 2,18879.4% $6.75万 加仓
ZBH ZIMMER BIOMET HOLDINGS INC COM $15.25万0.00%1,771 63155.4% $5.43万 加仓
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND $15.29万0.00%3,162 -453-12.5% -$2.19万 减仓
— WISDOMTREE U.S. AI ENHANCED VALUE FUND $15.37万0.00%1,172 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TERM COM $15.37万0.00%3,892 -550-12.4% -$2.17万 减仓
— VANGUARD HIGH-YIELD ACTIVE ETF $15.37万0.00%2,054 110.5% $823 加仓
LVHD FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF $15.38万0.00%3,496 -191-5.2% -$8,405 减仓
KSS KOHLS CORP COM $15.41万0.00%8,694 -178-2.0% -$3,154 减仓
VMC VULCAN MATLS CO COM $15.42万0.00%523 -24-4.4% -$7,075 减仓
RACE FERRARI N V COM $15.64万0.00%421 -42-9.1% -$1.56万 减仓