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 |
|---|---|---|---|---|---|---|---|---|
| FLS | FLOWSERVE CORP COM | $52.51万 | 0.01% | 7,143 | 4,176 | 140.7% | $30.70万 | 加仓 |
| — | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | $52.71万 | 0.01% | 11,381 | -1,708 | -13.0% | -$7.91万 | 减仓 |
| HAL | HALLIBURTON CO COM | $52.79万 | 0.01% | 13,538 | 8,218 | 154.5% | $32.04万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $52.89万 | 0.01% | 4,215 | 23 | 0.5% | $2,886 | 加仓 |
| BSMQ | INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | $52.93万 | 0.01% | 22,403 | 4,553 | 25.5% | $10.76万 | 加仓 |
| FIIG | FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF | $53.24万 | 0.01% | 25,660 | 1,004 | 4.1% | $2.08万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $53.49万 | 0.01% | 6,814 | 4,670 | 217.8% | $36.66万 | 加仓 |
| CI | THE CIGNA GROUP COM | $53.53万 | 0.01% | 2,006 | 947 | 89.4% | $25.27万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $53.54万 | 0.01% | 1,501 | 431 | 40.3% | $15.37万 | 加仓 |
| — | CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT | $53.54万 | 0.01% | 48,020 | -1,680 | -3.4% | -$1.87万 | 减仓 |
| — | RIVERNORTH MANAGED DUR MUN II COM | $53.60万 | 0.01% | 36,484 | 16,984 | 87.1% | $24.95万 | 加仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - DECEMBER | $53.73万 | 0.01% | 16,446 | 3,892 | 31.0% | $12.71万 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $53.78万 | 0.01% | 1,266 | 410 | 47.9% | $17.42万 | 加仓 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $53.83万 | 0.01% | 5,322 | 203 | 4.0% | $2.05万 | 加仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $53.93万 | 0.01% | 5,753 | 1,621 | 39.2% | $15.20万 | 加仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $54.00万 | 0.01% | 23,566 | 2,334 | 11.0% | $5.35万 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $54.10万 | 0.01% | 16,285 | 1,995 | 14.0% | $6.63万 | 加仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $54.30万 | 0.01% | 29,686 | 2,062 | 7.5% | $3.77万 | 加仓 |
| BSMR | INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | $54.30万 | 0.01% | 22,954 | 4,501 | 24.4% | $10.65万 | 加仓 |
| MTZ | MASTEC INC COM | $54.31万 | 0.01% | 1,688 | 1,364 | 421.0% | $43.89万 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $54.55万 | 0.01% | 20,718 | -3,948 | -16.0% | -$10.40万 | 减仓 |
| FEBT | ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF | $54.58万 | 0.01% | 14,572 | 9,041 | 163.5% | $33.86万 | 加仓 |
| NTSX | WISDOMTREE U.S. EFFICIENT CORE FUND | $55.08万 | 0.01% | 10,561 | 3,438 | 48.3% | $17.93万 | 加仓 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY | $55.19万 | 0.01% | 16,265 | 10,666 | 190.5% | $36.19万 | 加仓 |
| R | RYDER SYS INC COM | $55.34万 | 0.01% | 2,703 | 2,135 | 375.9% | $43.71万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $55.38万 | 0.01% | 8,571 | 6,097 | 246.4% | $39.39万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $55.48万 | 0.01% | 1,144 | 537 | 88.5% | $26.04万 | 加仓 |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $55.59万 | 0.01% | 21,153 | 3,359 | 18.9% | $8.83万 | 加仓 |
| — | HIGH INCOME SECS FD SHS BEN INT | $55.71万 | 0.01% | 100,926 | 50,849 | 101.5% | $28.07万 | 加仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $55.81万 | 0.01% | 23,568 | 3,326 | 16.4% | $7.88万 | 加仓 |
| TRP | TC ENERGY CORP COM | $55.85万 | 0.01% | 8,938 | 6,303 | 239.2% | $39.38万 | 加仓 |
| XHLF | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | $55.87万 | 0.01% | 11,100 | 10,952 | 7,400.0% | $55.13万 | 加仓 |
| EME | EMCOR GROUP INC COM | $56.03万 | 0.01% | 758 | 395 | 108.8% | $29.20万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC COM | $56.07万 | 0.01% | 17,230 | 3,389 | 24.5% | $11.03万 | 加仓 |
| IPAC | ISHARES CORE MSCI PACIFIC ETF | $56.19万 | 0.01% | 7,344 | 7,343 | 734,300.0% | $56.18万 | 加仓 |
| TDVI | FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF | $56.42万 | 0.01% | 21,242 | 10,252 | 93.3% | $27.23万 | 加仓 |
| BSMS | INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF | $56.54万 | 0.01% | 24,168 | 5,474 | 29.3% | $12.81万 | 加仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $56.83万 | 0.01% | 9,453 | 8,545 | 941.1% | $51.37万 | 加仓 |
| PSI | INVESCO SEMICONDUCTORS ETF | $56.92万 | 0.01% | 6,031 | 1,387 | 29.9% | $13.09万 | 加仓 |
| DINO | HF SINCLAIR CORP COM | $57.00万 | 0.01% | 9,136 | 6,679 | 271.8% | $41.67万 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $57.35万 | 0.01% | 3,104 | 1,635 | 111.3% | $30.21万 | 加仓 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $57.40万 | 0.01% | 8,867 | -399 | -4.3% | -$2.58万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH FLOOR5 JAN/JUL ETF | $57.43万 | 0.01% | 18,298 | 1,926 | 11.8% | $6.04万 | 加仓 |
| PSEP | INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $57.45万 | 0.01% | 13,341 | -4,362 | -24.6% | -$18.78万 | 减仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - FEBRUARY | $57.63万 | 0.01% | 16,369 | 1,939 | 13.4% | $6.83万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $58.40万 | 0.01% | 2,945 | 1,240 | 72.7% | $24.59万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $58.47万 | 0.01% | 13,818 | 4,458 | 47.6% | $18.86万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $58.53万 | 0.01% | 3,721 | 419 | 12.7% | $6.59万 | 加仓 |
| BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | $58.57万 | 0.01% | 11,958 | 0 | 0.0% | — | 不变 |
| SHYM | ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF | $58.71万 | 0.01% | 26,662 | -4,857 | -15.4% | -$10.70万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF | $58.77万 | 0.01% | 18,605 | -6,421 | -25.7% | -$20.28万 | 减仓 |
| EVRG | EVERGY INC COM | $58.84万 | 0.01% | 7,182 | 5,719 | 390.9% | $46.85万 | 加仓 |
| LGOV | FIRST TRUST LONG DURATION OPPORTUNITIES ETF | $58.93万 | 0.01% | 27,321 | -1,403 | -4.9% | -$3.03万 | 减仓 |
| FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $59.32万 | 0.01% | 18,578 | 419 | 2.3% | $1.34万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $59.52万 | 0.01% | 27,708 | 3,052 | 12.4% | $6.56万 | 加仓 |
| — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $59.81万 | 0.01% | 7,645 | 6,481 | 556.8% | $50.71万 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $59.82万 | 0.01% | 10,481 | 3,395 | 47.9% | $19.38万 | 加仓 |
| YUM | YUM BRANDS INC COM | $59.82万 | 0.01% | 3,847 | 1,479 | 62.5% | $23.00万 | 加仓 |
| DJD | INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF | $59.88万 | 0.01% | 10,022 | 1,170 | 13.2% | $6.99万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $60.01万 | 0.01% | 11,417 | -713 | -5.9% | -$3.75万 | 减仓 |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETF | $60.34万 | 0.01% | 14,419 | 7,914 | 121.7% | $33.12万 | 加仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE | $60.37万 | 0.01% | 23,446 | 875 | 3.9% | $2.25万 | 加仓 |
| GWW | WW GRAINGER INC COM | $60.43万 | 0.01% | 554 | 346 | 166.3% | $37.74万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF | $60.44万 | 0.01% | 15,755 | 3,821 | 32.0% | $14.66万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $60.49万 | 0.01% | 8,321 | 5,890 | 242.3% | $42.82万 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $60.63万 | 0.01% | 1,159 | 933 | 412.8% | $48.81万 | 加仓 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $60.65万 | 0.01% | 16,865 | 3,585 | 27.0% | $12.89万 | 加仓 |
| EDOW | FIRST TRUST DOW 30 EQUAL WEIGHT ETF | $60.67万 | 0.01% | 14,955 | 2,307 | 18.2% | $9.36万 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $60.75万 | 0.01% | 3,510 | 1,147 | 48.5% | $19.85万 | 加仓 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $60.82万 | 0.01% | 6,353 | 1,285 | 25.4% | $12.30万 | 加仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $61.06万 | 0.01% | 7,170 | 4,819 | 205.0% | $41.04万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $61.11万 | 0.01% | 6,781 | 4,494 | 196.5% | $40.50万 | 加仓 |
| ADC | AGREE RLTY CORP COM | $61.40万 | 0.01% | 8,145 | -1,225 | -13.1% | -$9.23万 | 减仓 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $61.57万 | 0.01% | 7,103 | 5,304 | 294.8% | $45.98万 | 加仓 |
| ATI | ATI INC COM | $62.00万 | 0.01% | 4,262 | 389 | 10.0% | $5.66万 | 加仓 |
| — | INNOVATOR EMERGING MARKETS 10 BUFFER ETF - QUARTERLY TRUST UNITS | $62.04万 | 0.01% | 21,028 | 5,644 | 36.7% | $16.65万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $62.25万 | 0.01% | 1,734 | 450 | 35.0% | $16.15万 | 加仓 |
| EBND | STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $62.35万 | 0.01% | 30,213 | 5,554 | 22.5% | $11.46万 | 加仓 |
| TWLO | TWILIO INC CL A | $62.36万 | 0.01% | 4,956 | 1,734 | 53.8% | $21.82万 | 加仓 |
| BBAI | BIGBEAR AI HLDGS INC COM | $62.41万 | 0.01% | 177,295 | 39,984 | 29.1% | $14.07万 | 加仓 |
| OKE | ONEOK INC NEW COM | $62.43万 | 0.01% | 6,906 | 4,552 | 193.4% | $41.15万 | 加仓 |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $62.50万 | 0.01% | 27,862 | 4,928 | 21.5% | $11.05万 | 加仓 |
| BSMU | INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF | $62.53万 | 0.01% | 28,664 | 1,925 | 7.2% | $4.20万 | 加仓 |
| POCT | INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $62.56万 | 0.01% | 14,511 | -4,822 | -24.9% | -$20.79万 | 减仓 |
| EES | WISDOMTREE U.S. SMALLCAP FUND | $62.84万 | 0.01% | 10,825 | 3,971 | 57.9% | $23.05万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC COM | $62.86万 | 0.01% | 4,105 | 371 | 9.9% | $5.68万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $62.88万 | 0.01% | 1,478 | 489 | 49.4% | $20.80万 | 加仓 |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | $62.90万 | 0.01% | 4,953 | -526 | -9.6% | -$6.68万 | 减仓 |
| IRM | IRON MTN INC DEL COM | $63.07万 | 0.01% | 6,174 | -1,248 | -16.8% | -$12.75万 | 减仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $63.08万 | 0.01% | 12,776 | -5,156 | -28.8% | -$25.46万 | 减仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $63.16万 | 0.01% | 8,339 | 2,722 | 48.5% | $20.62万 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $63.24万 | 0.01% | 9,629 | 5,084 | 111.9% | $33.39万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $63.45万 | 0.01% | 1,939 | 1,070 | 123.1% | $35.01万 | 加仓 |
| IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $63.52万 | 0.01% | 29,079 | 4,471 | 18.2% | $9.77万 | 加仓 |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $63.68万 | 0.01% | 29,731 | 6,466 | 27.8% | $13.85万 | 加仓 |
| PNR | PENTAIR PLC SHS | $63.88万 | 0.01% | 7,333 | 1,016 | 16.1% | $8.85万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 AUG ETF | $63.89万 | 0.01% | 18,334 | -2,513 | -12.1% | -$8.76万 | 减仓 |
| JUNW | ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF | $63.97万 | 0.01% | 19,181 | -4,220 | -18.0% | -$14.07万 | 减仓 |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETF | $64.05万 | 0.01% | 9,847 | 739 | 8.1% | $4.81万 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $64.20万 | 0.01% | 1,575 | 554 | 54.3% | $22.58万 | 加仓 |