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 |
|---|---|---|---|---|---|---|---|---|
| ACWI | ISHARES MSCI ACWI ETF | $20.21万 | 0.00% | 1,460 | 237 | 19.4% | $3.28万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER | $20.22万 | 0.00% | 7,567 | -7,608 | -50.1% | -$20.33万 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $20.26万 | 0.00% | 288 | 195 | 209.7% | $13.72万 | 加仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $20.34万 | 0.00% | 5,726 | 5,120 | 844.9% | $18.19万 | 加仓 |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $20.39万 | 0.00% | 5,232 | -4,952 | -48.6% | -$19.30万 | 减仓 |
| TRGP | TARGA RES CORP COM | $20.42万 | 0.00% | 814 | 267 | 48.8% | $6.70万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $20.45万 | 0.00% | 2,877 | 2,405 | 509.5% | $17.09万 | 加仓 |
| TLTD | FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND | $20.46万 | 0.00% | 2,177 | 1,800 | 477.5% | $16.92万 | 加仓 |
| — | FT VEST EMERGING MARKET BUFFER ETF - SEPTEMBER | $20.49万 | 0.00% | 8,515 | -3,424 | -28.7% | -$8.24万 | 减仓 |
| — | ISHARES LARGE CAP MAX BUFFER JUN ETF | $20.49万 | 0.00% | 7,278 | 0 | 0.0% | — | 不变 |
| — | MATTHEWS ASIA INNOVATORS ACTIVE ETF | $20.51万 | 0.00% | 5,391 | 0 | 0.0% | — | 不变 |
| QGRO | AMERICAN CENTURY U.S. QUALITY GROWTH ETF | $20.51万 | 0.00% | 1,952 | 22 | 1.1% | $2,311 | 加仓 |
| — | VANGUARD LONG-TERM TAX-EXEMPT BOND ETF | $20.61万 | 0.00% | 2,011 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - JUNE | $20.62万 | 0.00% | 5,972 | 108 | 1.8% | $3,729 | 加仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $20.63万 | 0.00% | 2,838 | 745 | 35.6% | $5.42万 | 加仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $20.75万 | 0.00% | 1,406 | -163 | -10.4% | -$2.41万 | 减仓 |
| RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETF | $20.76万 | 0.00% | 3,729 | 3,484 | 1,422.0% | $19.39万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $20.79万 | 0.00% | 10,014 | 5,191 | 107.6% | $10.78万 | 加仓 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $20.85万 | 0.00% | 4,160 | 1,452 | 53.6% | $7.28万 | 加仓 |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $20.89万 | 0.00% | 9,342 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP COM CL A | $21.01万 | 0.00% | 1,551 | 246 | 18.9% | $3.33万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $21.05万 | 0.00% | 3,599 | 1,164 | 47.8% | $6.81万 | 加仓 |
| UFEB | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY | $21.09万 | 0.00% | 5,811 | 4,090 | 237.7% | $14.85万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $21.10万 | 0.00% | 1,802 | 2 | 0.1% | $234 | 加仓 |
| XTN | STATE STREET SPDR S&P TRANSPORTATION ETF | $21.11万 | 0.00% | 2,269 | 2,076 | 1,075.6% | $19.31万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $21.12万 | 0.00% | 4,011 | -16,111 | -80.1% | -$84.82万 | 减仓 |
| ROST | ROSS STORES INC COM | $21.13万 | 0.00% | 975 | 120 | 14.0% | $2.60万 | 加仓 |
| — | ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF | $21.14万 | 0.00% | 6,599 | -304 | -4.4% | -$9,741 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $21.24万 | 0.00% | 667 | -145 | -17.9% | -$4.62万 | 减仓 |
| VKQ | INVESCO MUNICIPAL TRUST COM | $21.24万 | 0.00% | 22,314 | 22,314 | — | $21.24万 | 新建仓 |
| UMI | USCF MIDSTREAM ENERGY INCOME FUND ETF | $21.29万 | 0.00% | 3,634 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF | $21.30万 | 0.00% | 1,705 | 1,529 | 868.8% | $19.11万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $21.33万 | 0.00% | 2,767 | 1,701 | 159.6% | $13.11万 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $21.33万 | 0.00% | 5,576 | 739 | 15.3% | $2.83万 | 加仓 |
| SKY | CHAMPION HOMES INC COM | $21.44万 | 0.00% | 2,883 | -2,878 | -50.0% | -$21.40万 | 减仓 |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETF | $21.49万 | 0.00% | 3,727 | 3,532 | 1,811.3% | $20.36万 | 加仓 |
| — | CALAMOS NASDAQ AUTOCALLABLE INCOME ETF | $21.54万 | 0.00% | 9,036 | 9,036 | — | $21.54万 | 新建仓 |
| LCII | LCI INDS COM | $21.55万 | 0.00% | 1,752 | 1,752 | — | $21.55万 | 新建仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $21.56万 | 0.00% | 8,870 | 1,605 | 22.1% | $3.90万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $21.57万 | 0.00% | 3,109 | 1,687 | 118.6% | $11.71万 | 加仓 |
| — | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND | $21.63万 | 0.00% | 7,776 | 1,300 | 20.1% | $3.62万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $21.63万 | 0.00% | 769 | 609 | 380.6% | $17.13万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $21.65万 | 0.00% | 4,442 | 1,915 | 75.8% | $9.33万 | 加仓 |
| — | INVESCO ADVANTAGE MUN INCOME T SH BEN INT | $21.70万 | 0.00% | 25,053 | 23,053 | 1,152.7% | $19.96万 | 加仓 |
| INDA | ISHARES MSCI INDIA ETF | $21.74万 | 0.00% | 4,641 | 2,116 | 83.8% | $9.91万 | 加仓 |
| RSPA | INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF | $21.75万 | 0.00% | 4,350 | 4,350 | — | $21.75万 | 新建仓 |
| SMMV | ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | $21.78万 | 0.00% | 4,993 | 520 | 11.6% | $2.27万 | 加仓 |
| UBS | UBS GROUP AG SHS | $21.82万 | 0.00% | 5,586 | 369 | 7.1% | $1.44万 | 加仓 |
| BOCT | INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | $21.87万 | 0.00% | 4,558 | 567 | 14.2% | $2.72万 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $21.90万 | 0.00% | 3,362 | 336 | 11.1% | $2.19万 | 加仓 |
| TAFI | AB TAX-AWARE SHORT DURATION MUNICIPAL ETF | $21.96万 | 0.00% | 8,721 | -33,758 | -79.5% | -$85.01万 | 减仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $22.07万 | 0.00% | 9,489 | 63 | 0.7% | $1,465 | 加仓 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $22.18万 | 0.00% | 7,282 | -1,949 | -21.1% | -$5.94万 | 减仓 |
| AKRE | AKRE FOCUS ETF | $22.23万 | 0.00% | 4,206 | -3,601 | -46.1% | -$19.03万 | 减仓 |
| LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | $22.25万 | 0.00% | 11,365 | 3,624 | 46.8% | $7.10万 | 加仓 |
| EQAL | INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | $22.32万 | 0.00% | 4,050 | 94 | 2.4% | $5,179 | 加仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - DECEMBER | $22.32万 | 0.00% | 8,283 | -245 | -2.9% | -$6,602 | 减仓 |
| CPB | THE CAMPBELLS COMPANY COM | $22.33万 | 0.00% | 10,029 | 2,467 | 32.6% | $5.49万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $22.34万 | 0.00% | 4,234 | 3,167 | 296.8% | $16.71万 | 加仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $22.38万 | 0.00% | 8,916 | 8,847 | 12,821.7% | $22.20万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 | $22.38万 | 0.00% | 7,623 | -687 | -8.3% | -$2.02万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI COM | $22.42万 | 0.00% | 13,954 | 13,954 | — | $22.42万 | 新建仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME FD COM SHS | $22.43万 | 0.00% | 46,062 | 2,783 | 6.4% | $1.36万 | 加仓 |
| SN | SHARKNINJA INC COM SHS | $22.47万 | 0.00% | 2,122 | -18 | -0.8% | -$1,906 | 减仓 |
| PPG | PPG INDS INC COM | $22.49万 | 0.00% | 2,104 | 1,899 | 926.3% | $20.30万 | 加仓 |
| STT | STATE STR CORP COM | $22.50万 | 0.00% | 1,777 | 778 | 77.9% | $9.85万 | 加仓 |
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | $22.50万 | 0.00% | 4,982 | 220 | 4.6% | $9,937 | 加仓 |
| LDUR | PIMCO ENHANCED LOW DURATION ACTIVE ETF | $22.52万 | 0.00% | 2,350 | 1,699 | 261.0% | $16.28万 | 加仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $22.64万 | 0.00% | 27,404 | 19,958 | 268.0% | $16.49万 | 加仓 |
| — | DEMOCRATIC LARGE CAP CORE ETF | $22.66万 | 0.00% | 5,636 | 5,636 | — | $22.66万 | 新建仓 |
| DHT | DHT HOLDINGS INC SHS NEW | $22.73万 | 0.00% | 12,441 | 5,204 | 71.9% | $9.51万 | 加仓 |
| RKT | ROCKET COS INC COM CL A | $22.75万 | 0.00% | 15,966 | 938 | 6.2% | $1.34万 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $22.89万 | 0.00% | 3,505 | 1,919 | 121.0% | $12.53万 | 加仓 |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | $23.03万 | 0.00% | 2,667 | 2,667 | — | $23.03万 | 新建仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MAY | $23.07万 | 0.00% | 9,008 | 164 | 1.9% | $4,200 | 加仓 |
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $23.09万 | 0.00% | 4,576 | -1,092 | -19.3% | -$5.51万 | 减仓 |
| — | SPECIAL OPPORTUNITIES FD INC COM | $23.14万 | 0.00% | 16,813 | 529 | 3.2% | $7,279 | 加仓 |
| IESC | IES HOLDINGS INC COM | $23.14万 | 0.00% | 485 | 130 | 36.6% | $6.20万 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $23.16万 | 0.00% | 2,253 | -1,008 | -30.9% | -$10.36万 | 减仓 |
| — | TRUESHARES STRUCTURED OUTCOME (DECEMBER) ETF | $23.20万 | 0.00% | 5,974 | 180 | 3.1% | $6,989 | 加仓 |
| OMER | OMEROS CORP COM | $23.26万 | 0.00% | 22,025 | 190 | 0.9% | $2,006 | 加仓 |
| JPSE | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | $23.34万 | 0.00% | 4,452 | 4,452 | — | $23.34万 | 新建仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JANUARY | $23.36万 | 0.00% | 9,337 | 794 | 9.3% | $1.99万 | 加仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $23.39万 | 0.00% | 8,145 | 5,886 | 260.6% | $16.91万 | 加仓 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $23.43万 | 0.00% | 35,341 | 15,588 | 78.9% | $10.34万 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $23.47万 | 0.00% | 1,139 | 447 | 64.6% | $9.21万 | 加仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $23.48万 | 0.00% | 2,781 | 1,161 | 71.7% | $9.80万 | 加仓 |
| — | JANUS HENDERSON GLOBAL ARTIFICIAL INTELLIGENCE ETF | $23.50万 | 0.00% | 9,167 | 9,167 | — | $23.50万 | 新建仓 |
| VAW | VANGUARD MATERIALS ETF | $23.52万 | 0.00% | 1,043 | 645 | 162.1% | $14.54万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $23.54万 | 0.00% | 2,557 | -1,391 | -35.2% | -$12.81万 | 减仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $23.58万 | 0.00% | 3,356 | 354 | 11.8% | $2.49万 | 加仓 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER | $23.61万 | 0.00% | 6,174 | -17,750 | -74.2% | -$67.88万 | 减仓 |
| OUSA | ALPS O'SHARES U.S. QUALITY DIVIDEND ETF | $23.80万 | 0.00% | 4,274 | 4,274 | — | $23.80万 | 新建仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $23.86万 | 0.00% | 2,344 | 85 | 3.8% | $8,653 | 加仓 |
| — | VANECK RETAIL ETF | $23.89万 | 0.00% | 952 | 75 | 8.6% | $1.88万 | 加仓 |
| IDCC | INTERDIGITAL INC COM | $23.89万 | 0.00% | 791 | 228 | 40.5% | $6.89万 | 加仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $23.91万 | 0.00% | 11,448 | -7,309 | -39.0% | -$15.27万 | 减仓 |
| MKL | MARKEL GROUP INC COM | $23.93万 | 0.00% | 125 | -5 | -3.8% | -$9,570 | 减仓 |
| — | INFRACAP MLP ETF | $23.93万 | 0.00% | 5,192 | 2,947 | 131.3% | $13.58万 | 加仓 |
| NBOS | NEUBERGER OPTION STRATEGY ETF | $23.99万 | 0.00% | 8,971 | 8,971 | — | $23.99万 | 新建仓 |