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 |
|---|---|---|---|---|---|---|---|---|
| BKLN | INVESCO SENIOR LOAN ETF | $34.47万 | 0.01% | 16,887 | 2,945 | 21.1% | $6.01万 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $34.47万 | 0.01% | 4,396 | -34 | -0.8% | -$2,666 | 减仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $34.49万 | 0.01% | 9,597 | 1,625 | 20.4% | $5.84万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 SEP ETF | $34.50万 | 0.01% | 10,042 | -2,307 | -18.7% | -$7.92万 | 减仓 |
| CAVA | CAVA GROUP INC COM | $34.50万 | 0.01% | 4,264 | -1,411 | -24.9% | -$11.42万 | 减仓 |
| — | HARTFORD MULTIFACTOR SMALL CAP ETF | $34.53万 | 0.01% | 7,149 | 1,183 | 19.8% | $5.71万 | 加仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $34.60万 | 0.01% | 2,183 | 2,088 | 2,197.9% | $33.09万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $34.64万 | 0.01% | 3,469 | 473 | 15.8% | $4.72万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $34.76万 | 0.01% | 9,047 | 3,110 | 52.4% | $11.95万 | 加仓 |
| JHML | JOHN HANCOCK MULTIFACTOR LARGE CAP ETF | $34.80万 | 0.01% | 4,446 | 3,925 | 753.4% | $30.72万 | 重新持有 |
| — | ALPHA ARCHITECT AGGREGATE BOND ETF | $35.03万 | 0.01% | 3,330 | 3,047 | 1,076.7% | $32.05万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF | $35.11万 | 0.01% | 9,875 | -5,569 | -36.1% | -$19.80万 | 减仓 |
| VVV | VALVOLINE INC COM | $35.11万 | 0.01% | 10,425 | 0 | 0.0% | — | 不变 |
| EEMX | STATE STREET SPDR MSCI EMERGING MARKETS FOSSIL FUEL RESERVES FREE ETF | $35.13万 | 0.01% | 7,949 | -200 | -2.5% | -$8,840 | 减仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $35.14万 | 0.01% | 4,153 | 2,146 | 106.9% | $18.16万 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $35.21万 | 0.01% | 2,433 | 377 | 18.3% | $5.46万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $35.42万 | 0.01% | 3,738 | 3,097 | 483.2% | $29.34万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $35.55万 | 0.01% | 2,370 | 880 | 59.1% | $13.20万 | 加仓 |
| — | JANUS HENDERSON TRANSFORMATIONAL GROWTH ETF | $35.63万 | 0.01% | 14,388 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $35.77万 | 0.01% | 4,318 | 2,741 | 173.8% | $22.71万 | 加仓 |
| PII | POLARIS INC COM | $35.81万 | 0.01% | 6,569 | 6,468 | 6,404.0% | $35.26万 | 加仓 |
| SGVT | SCHWAB GOVERNMENT MONEY MARKET ETF | $35.83万 | 0.01% | 3,557 | 2,937 | 473.7% | $29.58万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $35.86万 | 0.01% | 4,355 | 3,702 | 566.9% | $30.48万 | 加仓 |
| — | STRIVE U.S. ENERGY ETF | $35.90万 | 0.01% | 9,094 | 457 | 5.3% | $1.80万 | 加仓 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $36.29万 | 0.01% | 4,349 | -202 | -4.4% | -$1.69万 | 减仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $36.35万 | 0.01% | 9,093 | 4,341 | 91.4% | $17.35万 | 加仓 |
| STXF | STRIVE 500 ETF | $36.53万 | 0.01% | 8,704 | -50 | -0.6% | -$2,099 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $36.55万 | 0.01% | 5,824 | -125 | -2.1% | -$7,844 | 减仓 |
| WPC | WP CAREY INC COM | $36.58万 | 0.01% | 5,382 | 903 | 20.2% | $6.14万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $36.61万 | 0.01% | 3,188 | 3,062 | 2,430.2% | $35.16万 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $36.69万 | 0.01% | 2,688 | 57 | 2.2% | $7,781 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $36.69万 | 0.01% | 15,138 | 2,954 | 24.2% | $7.16万 | 加仓 |
| FJP | FIRST TRUST JAPAN ALPHADEX FUND | $36.74万 | 0.01% | 5,060 | 603 | 13.5% | $4.38万 | 加仓 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - OCTOBER | $36.82万 | 0.01% | 16,746 | 455 | 2.8% | $1.00万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $36.83万 | 0.01% | 17,749 | 16,493 | 1,313.1% | $34.22万 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $36.91万 | 0.01% | 10,901 | 10,775 | 8,551.6% | $36.49万 | 加仓 |
| FSIG | FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | $36.93万 | 0.01% | 19,497 | 2,634 | 15.6% | $4.99万 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $36.94万 | 0.01% | 2,658 | 2,418 | 1,007.5% | $33.61万 | 加仓 |
| — | FT VEST U.S. EQUITY DUAL DIRECTIONAL BUFFER ETF - FEBRUARY | $37.00万 | 0.01% | 12,573 | 12,573 | — | $37.00万 | 新建仓 |
| OAIM | ONEASCENT INTERNATIONAL EQUITY ETF | $37.09万 | 0.01% | 8,645 | 2,451 | 39.6% | $10.52万 | 加仓 |
| — | CALAMOS NASDAQ - 100 STRUCTURED ALT PROTECTION ETF -JUNE | $37.11万 | 0.01% | 13,737 | -1,860 | -11.9% | -$5.02万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $37.24万 | 0.01% | 2,147 | 883 | 69.9% | $15.32万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTURE COM | $37.31万 | 0.01% | 14,415 | -30,134 | -67.6% | -$77.99万 | 减仓 |
| DOV | DOVER CORP COM | $37.57万 | 0.01% | 1,802 | 1,622 | 901.1% | $33.81万 | 加仓 |
| QHY | WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND | $37.57万 | 0.01% | 8,250 | 1,623 | 24.5% | $7.39万 | 加仓 |
| — | INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | $37.66万 | 0.01% | 10,926 | 2,859 | 35.4% | $9.85万 | 加仓 |
| FMF | FIRST TRUST MANAGED FUTURES STRATEGY FUND | $37.73万 | 0.01% | 7,453 | 1,046 | 16.3% | $5.29万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JAN/JUL ETF | $37.73万 | 0.01% | 11,216 | 1,653 | 17.3% | $5.56万 | 加仓 |
| TW | TRADEWEB MKTS INC CL A | $37.96万 | 0.01% | 3,226 | 397 | 14.0% | $4.67万 | 加仓 |
| MMIT | NYLI MACKAY MUNI INTERMEDIATE ETF | $38.02万 | 0.01% | 15,773 | 15,773 | — | $38.02万 | 新建仓 |
| — | FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF | $38.20万 | 0.01% | 9,445 | 9,445 | — | $38.20万 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF | $38.27万 | 0.01% | 8,705 | -3,803 | -30.4% | -$16.72万 | 减仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $38.30万 | 0.01% | 3,445 | 163 | 5.0% | $1.81万 | 加仓 |
| PSCT | INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF | $38.48万 | 0.01% | 6,406 | -208 | -3.1% | -$1.25万 | 减仓 |
| — | INVESCO BULLETSHARES 2031 HIGH YIELD CORPORATE BOND ETF | $38.59万 | 0.01% | 14,847 | 6,729 | 82.9% | $17.49万 | 加仓 |
| KJAN | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $38.60万 | 0.01% | 9,252 | 4,696 | 103.1% | $19.59万 | 加仓 |
| — | ISHARES LIFEPATH TARGET DATE 2050 ETF USD | $38.72万 | 0.01% | 10,571 | 10,571 | — | $38.72万 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED FEB ETF | $38.75万 | 0.01% | 14,367 | 9,695 | 207.5% | $26.15万 | 加仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - OCTOBER | $38.79万 | 0.01% | 14,365 | -6,763 | -32.0% | -$18.26万 | 减仓 |
| — | VOLATILITY SHARES TRUST XRP ETF | $38.85万 | 0.01% | 51,250 | 51,250 | — | $38.85万 | 新建仓 |
| — | CREDIT SUISSE HIGH YIELD CREDI SH BEN INT | $38.99万 | 0.01% | 205,210 | 108,557 | 112.3% | $20.63万 | 加仓 |
| IDVO | AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | $39.05万 | 0.01% | 9,649 | 9,649 | — | $39.05万 | 新建仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | $39.11万 | 0.01% | 42,464 | 29,486 | 227.2% | $27.16万 | 加仓 |
| PFFV | GLOBAL X VARIABLE RATE PREFERRED ETF | $39.23万 | 0.01% | 17,971 | 2,225 | 14.1% | $4.86万 | 加仓 |
| — | STRIVE 1000 DIVIDEND GROWTH ETF | $39.27万 | 0.01% | 11,063 | 1,048 | 10.5% | $3.72万 | 加仓 |
| MOD | MODINE MFG CO COM | $39.48万 | 0.01% | 1,822 | 359 | 24.5% | $7.78万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $39.54万 | 0.01% | 7,854 | 525 | 7.2% | $2.64万 | 加仓 |
| — | COTERRA ENERGY INC COM | $39.62万 | 0.01% | 11,273 | 7,770 | 221.8% | $27.31万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $39.67万 | 0.01% | 888 | 395 | 80.1% | $17.65万 | 加仓 |
| TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $39.69万 | 0.01% | 8,545 | 8,195 | 2,341.4% | $38.06万 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $39.74万 | 0.01% | 5,276 | 4,527 | 604.4% | $34.10万 | 加仓 |
| PFEB | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | $39.75万 | 0.01% | 9,912 | 4,445 | 81.3% | $17.82万 | 加仓 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $39.90万 | 0.01% | 9,400 | 8,588 | 1,057.6% | $36.45万 | 加仓 |
| AVAV | AEROVIRONMENT INC COM | $40.03万 | 0.01% | 2,187 | 1,010 | 85.8% | $18.49万 | 加仓 |
| FSMB | FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF | $40.04万 | 0.01% | 20,059 | 12,369 | 160.8% | $24.69万 | 加仓 |
| LMND | LEMONADE INC COM | $40.16万 | 0.01% | 6,437 | 3,275 | 103.6% | $20.43万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $40.27万 | 0.01% | 13,392 | 4,522 | 51.0% | $13.60万 | 加仓 |
| OTTR | OTTER TAIL CORP COM | $40.47万 | 0.01% | 4,610 | 308 | 7.2% | $2.70万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $40.67万 | 0.01% | 857 | 4 | 0.5% | $1,898 | 加仓 |
| — | SPROTT ACTIVE METALS & MINERS ETF | $40.78万 | 0.01% | 15,167 | 15,167 | — | $40.78万 | 新建仓 |
| CTVA | CORTEVA INC COM | $40.92万 | 0.01% | 4,888 | 2,515 | 106.0% | $21.05万 | 加仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $40.95万 | 0.01% | 1,534 | 343 | 28.8% | $9.16万 | 加仓 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $41.02万 | 0.01% | 5,857 | 4,720 | 415.1% | $33.06万 | 加仓 |
| — | FRANKLIN UNVL TR SH BEN INT | $41.25万 | 0.01% | 51,496 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - SEPTEMBER | $41.41万 | 0.01% | 19,240 | -285 | -1.5% | -$6,134 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF | $41.60万 | 0.01% | 10,371 | -1,403 | -11.9% | -$5.63万 | 减仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - SEPTEMBER | $41.63万 | 0.01% | 13,149 | 11,799 | 874.0% | $37.35万 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND COM | $41.65万 | 0.01% | 57,367 | 14,602 | 34.1% | $10.60万 | 加仓 |
| — | FT VEST HIGH YIELD & TARGET INCOME ETF | $41.65万 | 0.01% | 21,627 | 4,058 | 23.1% | $7.82万 | 加仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $41.69万 | 0.01% | 18,383 | 10,204 | 124.8% | $23.14万 | 加仓 |
| WINN | HARBOR LONG-TERM GROWERS ETF | $41.78万 | 0.01% | 15,067 | 170 | 1.1% | $4,714 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $41.83万 | 0.01% | 23,212 | 3,325 | 16.7% | $5.99万 | 加仓 |
| APH | AMPHENOL CORP CL A | $41.83万 | 0.01% | 3,311 | 307 | 10.2% | $3.88万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $41.85万 | 0.01% | 1,544 | 199 | 14.8% | $5.39万 | 加仓 |
| TEQI | T. ROWE PRICE EQUITY INCOME ETF | $41.87万 | 0.01% | 9,301 | 9,001 | 3,000.3% | $40.52万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $41.98万 | 0.01% | 99 | 44 | 80.0% | $18.66万 | 加仓 |
| BALI | ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF | $42.06万 | 0.01% | 13,650 | 5 | 0.0% | $154 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF | $42.13万 | 0.01% | 11,767 | -7,546 | -39.1% | -$27.01万 | 减仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - NOVEMBER | $42.20万 | 0.01% | 11,285 | 6,092 | 117.3% | $22.78万 | 加仓 |
| — | STRIVE 1000 VALUE ETF | $42.21万 | 0.01% | 12,014 | 1,194 | 11.0% | $4.20万 | 加仓 |