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 |
|---|---|---|---|---|---|---|---|---|
| VKQ | INVESCO MUNICIPAL TRUST COM | $22.40万 | 0.00% | 22,314 | 0 | 0.0% | — | 不变 |
| UFEB | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY | $22.46万 | 0.00% | 5,811 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT | $22.58万 | 0.00% | 2,904 | 200 | 7.4% | $1.56万 | 加仓 |
| SMLV | STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF | $22.61万 | 0.00% | 1,437 | 20 | 1.4% | $3,147 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $22.64万 | 0.00% | 1,864 | -60 | -3.1% | -$7,288 | 减仓 |
| VEEV | VEEVA SYS INC CL A COM | $22.68万 | 0.00% | 1,278 | 183 | 16.7% | $3.25万 | 加仓 |
| — | INVESCO S&P SMALLCAP 600 PURE GROWTH ETF | $22.75万 | 0.00% | 3,129 | -257 | -7.6% | -$1.87万 | 减仓 |
| OSCR | OSCAR HEALTH INC CL A | $22.76万 | 0.00% | 7,980 | 3,855 | 93.5% | $10.99万 | 加仓 |
| — | ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF | $22.85万 | 0.00% | 6,600 | 1 | 0.0% | $35 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $22.92万 | 0.00% | 1,460 | 0 | 0.0% | — | 不变 |
| LQDH | ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | $22.94万 | 0.00% | 2,463 | -228 | -8.5% | -$2.12万 | 减仓 |
| SMMV | ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | $22.99万 | 0.00% | 4,993 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC COM | $23.04万 | 0.00% | 1,083 | 108 | 11.1% | $2.30万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $23.08万 | 0.00% | 951 | 182 | 23.7% | $4.42万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC COM | $23.08万 | 0.00% | 6,024 | -284 | -4.5% | -$1.09万 | 减仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $23.12万 | 0.00% | 3,089 | -273 | -8.1% | -$2.04万 | 减仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JUNE | $23.17万 | 0.00% | 11,947 | 11,947 | — | $23.17万 | 新建仓 |
| BOCT | INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | $23.21万 | 0.00% | 4,378 | -180 | -3.9% | -$9,544 | 减仓 |
| — | FRANKLIN MUNICIPAL INCOME ETF | $23.23万 | 0.00% | 29,298 | 5,616 | 23.7% | $4.45万 | 加仓 |
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $23.33万 | 0.00% | 4,620 | 44 | 1.0% | $2,222 | 加仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $23.38万 | 0.00% | 3,786 | 187 | 5.2% | $1.15万 | 加仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $23.44万 | 0.00% | 1,406 | 0 | 0.0% | — | 不变 |
| RSPG | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | $23.50万 | 0.00% | 2,399 | -1 | -0.0% | -$98 | 减仓 |
| — | INNOVATOR U.S. SMALL CAP MANAGED FLOOR ETF | $23.52万 | 0.00% | 7,174 | 4,668 | 186.3% | $15.30万 | 加仓 |
| STK | COLUMBIA SELIGM PREM TECH GRW COM | $23.58万 | 0.00% | 4,377 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC SERIES A PERP PF | $23.59万 | 0.00% | 4,011 | -276 | -6.4% | -$1.62万 | 减仓 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $23.59万 | 0.00% | 7,708 | 1,190 | 18.3% | $3.64万 | 加仓 |
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | $23.60万 | 0.00% | 5,157 | 175 | 3.5% | $8,008 | 加仓 |
| CPB | THE CAMPBELLS COMPANY COM | $23.61万 | 0.00% | 10,601 | 572 | 5.7% | $1.27万 | 加仓 |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $23.62万 | 0.00% | 4,204 | -2,709 | -39.2% | -$15.22万 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $23.68万 | 0.00% | 4,266 | 1,607 | 60.4% | $8.92万 | 加仓 |
| — | INVESCO ADVANTAGE MUN INCOME T SH BEN INT | $23.75万 | 0.00% | 25,053 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTURE COM | $23.80万 | 0.00% | 8,628 | -5,787 | -40.1% | -$15.97万 | 减仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $23.81万 | 0.00% | 8,144 | -1 | -0.0% | -$29 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM | $23.85万 | 0.00% | 7,546 | -7,894 | -51.1% | -$24.95万 | 减仓 |
| DHT | DHT HOLDINGS INC SHS NEW | $23.89万 | 0.00% | 14,451 | 2,010 | 16.2% | $3.32万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED APR ETF | $23.89万 | 0.00% | 7,482 | -4,001 | -34.8% | -$12.77万 | 减仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JANUARY | $24.00万 | 0.00% | 9,337 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER | $24.03万 | 0.00% | 5,814 | -1,170 | -16.8% | -$4.84万 | 减仓 |
| VAW | VANGUARD MATERIALS ETF | $24.04万 | 0.00% | 1,051 | 8 | 0.8% | $1,830 | 加仓 |
| — | FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF | $24.15万 | 0.00% | 5,357 | -4,088 | -43.3% | -$18.43万 | 减仓 |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $24.16万 | 0.00% | 3,477 | -231 | -6.2% | -$1.60万 | 减仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $24.23万 | 0.00% | 5,301 | -336 | -6.0% | -$1.54万 | 减仓 |
| — | INFRACAP MLP ETF | $24.26万 | 0.00% | 5,253 | 61 | 1.2% | $2,818 | 加仓 |
| TLTD | FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND | $24.28万 | 0.00% | 2,476 | 299 | 13.7% | $2.93万 | 加仓 |
| — | VANECK RETAIL ETF | $24.35万 | 0.00% | 952 | 0 | 0.0% | — | 不变 |
| TILT | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | $24.38万 | 0.00% | 883 | 65 | 7.9% | $1.79万 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $24.48万 | 0.00% | 22,583 | 1 | 0.0% | $11 | 加仓 |
| WAT | WATERS CORP COM | $24.48万 | 0.00% | 653 | 7 | 1.1% | $2,625 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - SEPTEMBER | $24.65万 | 0.00% | 5,551 | -302 | -5.2% | -$1.34万 | 减仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $24.69万 | 0.00% | 9,107 | 237 | 2.7% | $6,425 | 加仓 |
| PLAB | PHOTRONICS INC COM | $24.73万 | 0.00% | 7,603 | 1,300 | 20.6% | $4.23万 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY | $24.74万 | 0.00% | 12,512 | -111,731 | -89.9% | -$220.89万 | 减仓 |
| — | PACER SOLACTIVE WHITNEY FUTURE OF WARFARE ETF | $24.86万 | 0.00% | 7,400 | 1,500 | 25.4% | $5.04万 | 加仓 |
| DOV | DOVER CORP COM | $24.87万 | 0.00% | 1,109 | -693 | -38.5% | -$15.54万 | 减仓 |
| — | FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF | $24.88万 | 0.00% | 15,676 | -149 | -0.9% | -$2,365 | 减仓 |
| CXW | CORECIVIC INC COM | $24.89万 | 0.00% | 8,194 | -137 | -1.6% | -$4,162 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $24.90万 | 0.00% | 3,022 | -87 | -2.8% | -$7,168 | 减仓 |
| EQAL | INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | $24.90万 | 0.00% | 4,203 | 153 | 3.8% | $9,066 | 加仓 |
| — | INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | $24.91万 | 0.00% | 6,771 | -4,155 | -38.0% | -$15.28万 | 减仓 |
| OUSA | ALPS O'SHARES U.S. QUALITY DIVIDEND ETF | $24.94万 | 0.00% | 4,275 | 1 | 0.0% | $58 | 加仓 |
| ELF | E L F BEAUTY INC COM | $24.95万 | 0.00% | 3,371 | 1,181 | 53.9% | $8.74万 | 加仓 |
| MAYT | ALLIANZIM U.S. EQUITY BUFFER10 MAY ETF | $24.95万 | 0.00% | 6,397 | 5,461 | 583.4% | $21.30万 | 加仓 |
| MKL | MARKEL GROUP INC COM | $25.00万 | 0.00% | 128 | 3 | 2.4% | $5,859 | 加仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - JANUARY | $25.04万 | 0.00% | 7,399 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $25.09万 | 0.00% | 28,125 | 721 | 2.6% | $6,431 | 加仓 |
| PNW | PINNACLE WEST CAP CORP COM | $25.09万 | 0.00% | 2,345 | 491 | 26.5% | $5.25万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED DEC ETF | $25.15万 | 0.00% | 8,604 | -1,384 | -13.9% | -$4.05万 | 减仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $25.18万 | 0.00% | 2,699 | -82 | -2.9% | -$7,649 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $25.21万 | 0.00% | 1,127 | -314 | -21.8% | -$7.02万 | 减仓 |
| — | WBI POWER FACTOR HIGH DIVIDEND ETF | $25.60万 | 0.00% | 7,326 | -300 | -3.9% | -$1.05万 | 减仓 |
| MSTR | STRATEGY INC CL A NEW | $25.69万 | 0.00% | 2,955 | -855 | -22.4% | -$7.43万 | 减仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $25.74万 | 0.00% | 3,178 | -63,721 | -95.2% | -$516.20万 | 减仓 |
| BSCW | INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | $25.98万 | 0.00% | 12,667 | 8,102 | 177.5% | $16.62万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI COM | $26.01万 | 0.00% | 13,954 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO APR/OCT | $26.05万 | 0.00% | 9,914 | 8,305 | 516.2% | $21.82万 | 加仓 |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $26.15万 | 0.00% | 6,041 | 809 | 15.5% | $3.50万 | 加仓 |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETF | $26.16万 | 0.00% | 4,470 | 743 | 19.9% | $4.35万 | 加仓 |
| ZAP | GLOBAL X U.S. ELECTRIFICATION ETF | $26.18万 | 0.00% | 7,564 | 1,771 | 30.6% | $6.13万 | 加仓 |
| XTN | STATE STREET SPDR S&P TRANSPORTATION ETF | $26.28万 | 0.00% | 2,273 | 4 | 0.2% | $462 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $26.36万 | 0.00% | 720 | 53 | 7.9% | $1.94万 | 加仓 |
| PMAY | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | $26.47万 | 0.00% | 6,410 | 4,966 | 343.9% | $20.51万 | 加仓 |
| VRP | INVESCO VARIABLE RATE PREFERRED ETF | $26.50万 | 0.00% | 10,902 | 0 | 0.0% | — | 不变 |
| TAFM | AB TAX-AWARE INTERMEDIATE MUNICIPAL ETF | $26.57万 | 0.00% | 10,345 | 8,774 | 558.5% | $22.53万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $26.57万 | 0.00% | 2,765 | -686 | -19.9% | -$6.59万 | 减仓 |
| PPG | PPG INDS INC COM | $26.66万 | 0.00% | 2,198 | 94 | 4.5% | $1.14万 | 加仓 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - OCTOBER | $26.71万 | 0.00% | 11,168 | -5,578 | -33.3% | -$13.34万 | 减仓 |
| — | TEMA U.S. MANUFACTURING & RESHORING ETF | $26.72万 | 0.00% | 4,250 | -843 | -16.6% | -$5.30万 | 减仓 |
| SOLV | SOLVENTUM CORP COM SHS | $26.74万 | 0.00% | 3,466 | -39 | -1.1% | -$3,009 | 减仓 |
| JPSE | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | $26.79万 | 0.00% | 4,452 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $26.84万 | 0.00% | 5,619 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC COM | $26.85万 | 0.00% | 1,957 | -121 | -5.8% | -$1.66万 | 减仓 |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | $26.87万 | 0.00% | 2,698 | 1,151 | 74.4% | $11.46万 | 加仓 |
| APPF | APPFOLIO INC COM CL A | $26.89万 | 0.00% | 1,677 | 710 | 73.4% | $11.38万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 APR ETF | $27.01万 | 0.00% | 5,887 | 1,991 | 51.1% | $9.13万 | 加仓 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF - OCTOBER | $27.01万 | 0.00% | 9,587 | -84,058 | -89.8% | -$236.83万 | 减仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $27.04万 | 0.00% | 11,681 | -2,054 | -15.0% | -$4.76万 | 减仓 |
| LW | LAMB WESTON HLDGS INC COM | $27.14万 | 0.00% | 6,286 | -39,488 | -86.3% | -$170.52万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $27.15万 | 0.00% | 1,395 | 134 | 10.6% | $2.61万 | 加仓 |
| GAM | GENERAL AMERN INVS CO INC COM | $27.16万 | 0.00% | 4,260 | -322 | -7.0% | -$2.05万 | 减仓 |