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
NKE NIKE INC CL B $39.27万0.01%9,566 -334-3.4% -$1.37万 减仓
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND $39.46万0.01%9,699 1021.1% $4,149 加仓
MMIT NYLI MACKAY MUNI INTERMEDIATE ETF $39.46万0.01%16,206 4332.7% $1.05万 加仓
KRG KITE REALTY GROUP TRUST COM NEW $39.51万0.01%13,922 00.0% — 不变
OTTR OTTER TAIL CORP COM $39.55万0.01%4,395 -215-4.7% -$1.93万 减仓
TAFI AB TAX-AWARE SHORT DURATION MUNICIPAL ETF $39.56万0.01%15,687 6,96679.9% $17.57万 加仓
PFFV GLOBAL X VARIABLE RATE PREFERRED ETF $39.59万0.01%17,971 00.0% — 不变
COPX GLOBAL X COPPER MINERS ETF $39.60万0.01%5,145 3,314181.0% $25.51万 加仓
REGN REGENERON PHARMACEUTICALS COM $39.68万0.01%636 -4-0.6% -$2,495 减仓
JHML JOHN HANCOCK MULTIFACTOR LARGE CAP ETF $39.71万0.01%4,452 60.1% $535 加仓
PDX PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT $39.71万0.01%19,075 -769-3.9% -$1.60万 减仓
EBAY EBAY INC. COM $39.72万0.01%3,555 1273.7% $1.42万 加仓
— ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF $39.73万0.01%8,525 -1,521-15.1% -$7.09万 减仓
TMFC MOTLEY FOOL 100 INDEX ETF $39.75万0.01%5,220 10.0% $76 加仓
IYY ISHARES DOW JONES U.S. ETF $39.87万0.01%2,187 40.2% $729 加仓
ICE INTERCONTINENTAL EXCHANGE INC COM $40.17万0.01%3,263 -458-12.3% -$5.64万 减仓
USFR WISDOMTREE FLOATING RATE TREASURY FUND $40.32万0.01%8,008 1542.0% $7,753 加仓
ROKU ROKU INC COM CL A $40.53万0.01%2,934 -29-1.0% -$4,006 减仓
LQTI FT VEST INVESTMENT GRADE & TARGET INCOME ETF $40.54万0.01%20,995 9,63084.7% $18.60万 加仓
TMAT MAIN THEMATIC INNOVATION ETF $40.64万0.01%12,929 -1,655-11.3% -$5.20万 减仓
FAD FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND $40.79万0.01%2,040 1678.9% $3.34万 加仓
— ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JAN/JUL ETF $40.81万0.01%11,188 -28-0.2% -$1,021 减仓
HCA HCA HEALTHCARE INC COM $40.91万0.01%1,049 13514.8% $5.26万 加仓
QBTS D-WAVE QUANTUM INC COM $40.94万0.01%17,066 1200.7% $2,879 加仓
— FT VEST DJIA DOGS 10 TARGET INCOME ETF $41.13万0.01%19,312 -1,241-6.0% -$2.64万 减仓
CTVA CORTEVA INC COM $41.15万0.01%4,858 -30-0.6% -$2,541 减仓
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY $41.17万0.01%9,562 -350-3.5% -$1.51万 减仓
VVV VALVOLINE INC COM $41.22万0.01%10,425 00.0% — 不变
— FT VEST HIGH YIELD & TARGET INCOME ETF $41.34万0.01%21,627 00.0% — 不变
STXF STRIVE 500 ETF $41.37万0.01%8,566 -138-1.6% -$6,665 减仓
— FRANKLIN UNVL TR SH BEN INT $41.53万0.01%51,496 00.0% — 不变
MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF $41.67万0.01%8,272 -1,000-10.8% -$5.04万 减仓
CPK CHESAPEAKE UTILS CORP COM $41.71万0.01%3,405 -566-14.3% -$6.93万 减仓
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW $41.90万0.01%18,738 -1,327-6.6% -$2.97万 减仓
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS $41.92万0.01%4,368 1533.6% $1.47万 加仓
OHI OMEGA HEALTHCARE INVS INC COM $41.96万0.01%8,799 -1,323-13.1% -$6.31万 减仓
FVAL FIDELITY VALUE FACTOR ETF $41.96万0.01%5,384 3,306159.1% $25.77万 加仓
OUT OUTFRONT MEDIA INC COM NEW $42.04万0.01%12,834 00.0% — 不变
GNL GLOBAL NET LEASE INC COM NEW $42.05万0.01%47,040 -3,198-6.4% -$2.86万 减仓
— ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF $42.08万0.01%9,563 -808-7.8% -$3.56万 减仓
OIH VANECK OIL SERVICES ETF $42.11万0.01%1,132 595.5% $2.19万 加仓
EIX EDISON INTL COM $42.17万0.01%5,664 -315-5.3% -$2.35万 减仓
— PGIM MUNICIPAL INCOME OPPORTUNITIES ETF $42.25万0.01%8,270 -6,535-44.1% -$33.38万 减仓
EEMX STATE STREET SPDR MSCI EMERGING MARKETS FOSSIL FUEL RESERVES FREE ETF $42.30万0.01%7,811 -138-1.7% -$7,473 减仓
— HARTFORD MULTIFACTOR SMALL CAP ETF $42.30万0.01%7,561 4125.8% $2.30万 加仓
ZALT INNOVATOR U.S. EQUITY 10 BUFFER ETF - QUARTERLY $42.30万0.01%12,490 -2,965-19.2% -$10.04万 减仓
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF $42.33万0.01%18,697 3141.7% $7,109 加仓
— FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - JUNE $42.34万0.01%11,365 5,39390.3% $20.09万 加仓
TOL TOLL BROTHERS INC COM $42.55万0.01%2,583 -105-3.9% -$1.73万 减仓
NTES NETEASE COM INC SPONSORED ADS $42.72万0.01%3,334 1,18555.1% $15.18万 加仓
CMG CHIPOTLE MEXICAN GRILL INC COM $42.75万0.01%12,573 7,394142.8% $25.14万 加仓
NBOS NEUBERGER OPTION STRATEGY ETF $42.75万0.01%15,261 6,29070.1% $17.62万 加仓
CI THE CIGNA GROUP COM $42.77万0.01%1,552 -454-22.6% -$12.51万 减仓
WTFC WINTRUST FINL CORP COM $42.83万0.01%2,665 70.3% $1,125 加仓
— FT VEST NASDAQ-100 MODERATE BUFFER ETF - MAY $42.90万0.01%16,195 9,011125.4% $23.87万 加仓
SLF SUN LIFE FINANCIAL INC. COM $43.01万0.01%5,485 -24-0.4% -$1,882 减仓
— SPROTT ACTIVE METALS & MINERS ETF $43.10万0.01%16,757 1,59010.5% $4.09万 加仓
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF $43.24万0.01%11,680 -6,694-36.4% -$24.78万 减仓
CM CANADIAN IMPERIAL BANK OF COMM COM $43.26万0.01%3,762 240.6% $2,760 加仓
— FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - SEPTEMBER $43.29万0.01%14,206 -1,202-7.8% -$3.66万 减仓
LH LABCORP HOLDINGS INC COM SHS $43.31万0.01%1,547 130.8% $3,640 加仓
AVAV AEROVIRONMENT INC COM $43.35万0.01%2,626 43920.1% $7.25万 加仓
NMZ NUVEEN MUN HIGH INCOME OPPORTU COM $43.42万0.01%41,081 00.0% — 不变
WPC WP CAREY INC COM $43.48万0.01%6,081 69913.0% $5.00万 加仓
MCO MOODYS CORP COM $43.56万0.01%962 -7-0.7% -$3,169 减仓
TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF $43.68万0.01%8,676 1311.5% $6,596 加仓
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF $43.71万0.01%2,447 140.6% $2,501 加仓
ARCC ARES CAPITAL CORP COM $43.85万0.01%23,665 4532.0% $8,394 加仓
EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF $43.85万0.01%20,079 7,86164.3% $17.17万 加仓
— ISHARES LIFEPATH TARGET DATE 2050 ETF USD $43.86万0.01%10,571 00.0% — 不变
— STRIVE 1000 DIVIDEND GROWTH ETF $43.86万0.01%11,025 -38-0.3% -$1,512 减仓
XAODX ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT $44.01万0.01%42,688 2240.5% $2,309 加仓
— FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - MARCH $44.03万0.01%13,988 4,29344.3% $13.51万 加仓
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF $44.05万0.01%19,243 -4,323-18.3% -$9.90万 减仓
UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER $44.14万0.01%10,589 -367-3.3% -$1.53万 减仓
TER TERADYNE INC COM $44.73万0.01%924 -7-0.8% -$3,388 减仓
— FT VEST GOLD STRATEGY QUARTERLY BUFFER ETF $44.77万0.01%27,485 -843-3.0% -$1.37万 减仓
PII POLARIS INC COM $44.83万0.01%6,550 -19-0.3% -$1,300 减仓
GNOV FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER $44.86万0.01%10,734 -311-2.8% -$1.30万 减仓
— STRIVE 1000 VALUE ETF $44.87万0.01%11,837 -177-1.5% -$6,710 减仓
FUMB FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF $44.89万0.01%22,384 -2,500-10.0% -$5.01万 减仓
BEN FRANKLIN RESOURCES INC COM $45.17万0.01%13,578 7,895138.9% $26.27万 加仓
COKE COCA COLA CONS INC COM $45.35万0.01%2,375 00.0% — 不变
HPQ HP INC COM $45.47万0.01%20,723 -1,405-6.3% -$3.08万 减仓
ATFV ALGER 35 ETF $45.60万0.01%11,010 1,26513.0% $5.24万 加仓
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND $45.85万0.01%4,917 2,25084.4% $20.98万 加仓
— FRANKLIN INTELLIGENT MACHINES ETF $45.85万0.01%3,692 2888.5% $3.58万 加仓
IYK ISHARES U.S. CONSUMER STAPLES ETF $45.87万0.01%6,314 4577.8% $3.32万 加仓
BSX BOSTON SCIENTIFIC CORP COM $46.32万0.01%10,853 5,02986.3% $21.46万 加仓
HFRO HIGHLAND OPPS & INCOME FD HIGHLAND INCOME $46.43万0.01%65,120 -77,123-54.2% -$54.99万 减仓
— CALAMOS NASDAQ - 100 STRUCTURED ALT PROTECTION ETF -JUNE $46.47万0.01%16,818 3,08122.4% $8.51万 加仓
HIMS HIMS & HERS HEALTH INC COM CL A $46.49万0.01%13,410 3,39633.9% $11.77万 加仓
ULST STATE STREET ULTRA SHORT TERM BOND ETF $46.66万0.01%11,543 -3-0.0% -$121 减仓
AG FIRST MAJESTIC SILVER CORP COM $46.83万0.01%27,613 -95-0.3% -$1,611 减仓
IWV ISHARES RUSSELL 3000 ETF $46.83万0.01%1,098 -72-6.2% -$3.07万 减仓
GARP ISHARES MSCI USA QUALITY GARP ETF $46.97万0.01%5,690 1,24528.0% $10.28万 加仓
— JANUS HENDERSON TRANSFORMATIONAL GROWTH ETF $47.06万0.01%14,388 00.0% — 不变
LCTU ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF $47.17万0.01%5,884 -215-3.5% -$1.72万 减仓
NTRS NORTHERN TR CORP COM $47.21万0.01%2,716 70034.7% $12.17万 加仓
SNEX STONEX GROUP INC COM $47.25万0.01%3,987 2025.3% $2.39万 加仓