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
HTAB HARTFORD SCHRODERS TAX-AWARE BOND ETF $47.49万0.01%24,760 420.2% $806 加仓
MOD MODINE MFG CO COM $47.66万0.01%1,785 -37-2.0% -$9,880 减仓
BSMQ INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF $47.77万0.01%20,287 -2,116-9.4% -$4.98万 减仓
AEE AMEREN CORP COM $47.80万0.01%4,229 -1-0.0% -$113 减仓
— GLOBAL X DOW 30 COVERED CALL ETF $47.94万0.01%21,652 -200-0.9% -$4,428 减仓
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF $48.09万0.01%6,416 -147-2.2% -$1.10万 减仓
FEBT ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF $48.38万0.01%11,760 -2,812-19.3% -$11.57万 减仓
— INNOVATOR U.S. SMALL CAP 10 BUFFER ETF - QUARTERLY $48.47万0.01%15,595 -162-1.0% -$5,035 减仓
PPH VANECK PHARMACEUTICAL ETF $48.47万0.01%4,433 -123-2.7% -$1.34万 减仓
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF $48.94万0.01%9,338 -2,079-18.2% -$10.90万 减仓
FSMB FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF $49.00万0.01%24,513 4,45422.2% $8.90万 加仓
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF $49.04万0.01%25,095 2360.9% $4,612 加仓
— ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF $49.06万0.01%10,502 -879-7.7% -$4.11万 减仓
BKNG BOOKING HOLDINGS INC COM $49.28万0.01%2,765 29011.7% $5.17万 加仓
CHW CALAMOS GBL DYN INCOME FUND COM $49.28万0.01%55,313 -2,054-3.6% -$1.83万 减仓
SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF $49.38万0.01%16,453 3,06122.9% $9.19万 加仓
BSMR INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF $49.41万0.01%20,899 -2,055-9.0% -$4.86万 减仓
GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY $49.42万0.01%11,364 -158-1.4% -$6,871 减仓
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF $49.60万0.01%4,126 -86-2.0% -$1.03万 减仓
— FT VEST U.S. EQUITY DUAL DIRECTIONAL BUFFER ETF - FEBRUARY $49.73万0.01%15,674 3,10124.7% $9.84万 加仓
TOUS T. ROWE PRICE INTERNATIONAL EQUITY ETF $49.75万0.01%12,965 12,91525,830.0% $49.55万 加仓
IEUR ISHARES CORE MSCI EUROPE ETF $49.91万0.01%6,639 3,28397.8% $24.68万 加仓
GNRC GENERAC HLDGS INC COM $49.91万0.01%1,705 352.1% $1.02万 加仓
DIVB ISHARES CORE DIVIDEND ETF $49.98万0.01%8,114 2,37341.3% $14.62万 加仓
AMP AMERIPRISE FINL INC COM $50.04万0.01%1,091 302.8% $1.38万 加仓
VONE VANGUARD RUSSELL 1000 ETF $50.06万0.01%1,478 00.0% — 不变
IVOV VANGUARD S&P MID-CAP 400 VALUE ETF $50.08万0.01%4,390 -157-3.5% -$1.79万 减仓
ELCV EVENTIDE HIGH DIVIDEND ETF $50.37万0.01%15,323 1671.1% $5,489 加仓
EQIX EQUINIX INC COM $50.39万0.01%483 -176-26.7% -$18.36万 减仓
BSMS INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF $50.59万0.01%21,585 -2,583-10.7% -$6.05万 减仓
NXPI NXP SEMICONDUCTORS N V COM $50.75万0.01%1,806 35924.8% $10.09万 加仓
— FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - FEBRUARY $50.98万0.01%13,633 -2,736-16.7% -$10.23万 减仓
FLXR TCW FLEXIBLE INCOME ETF $51.10万0.01%13,033 6885.6% $2.70万 加仓
FJP FIRST TRUST JAPAN ALPHADEX FUND $51.14万0.01%6,700 1,64032.4% $12.52万 加仓
ALB ALBEMARLE CORP COM $51.16万0.01%3,789 -386-9.2% -$5.21万 减仓
LUV SOUTHWEST AIRLS CO COM $51.45万0.01%10,005 -3,387-25.3% -$17.42万 减仓
PSA PUBLIC STORAGE COM $51.61万0.01%1,621 775.0% $2.45万 加仓
BMI BADGER METER INC COM $51.80万0.01%3,491 2176.6% $3.22万 加仓
XPO XPO INC COM $51.84万0.01%2,525 451.8% $9,238 加仓
— INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF $51.87万0.01%13,425 -16-0.1% -$618 减仓
TPIF TIMOTHY PLAN INTERNATIONAL ETF $51.96万0.01%13,925 -9,136-39.6% -$34.09万 减仓
SPHB INVESCO S&P 500 HIGH BETA ETF $52.02万0.01%3,344 2,594345.9% $40.36万 加仓
ONTO ONTO INNOVATION INC COM $52.45万0.01%1,386 -92-6.2% -$3.48万 减仓
MPLX MPLX LP COM UNIT REP LTD $52.53万0.01%9,326 -1,155-11.0% -$6.51万 减仓
BALI ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF $52.54万0.01%15,531 1,88113.8% $6.36万 加仓
ATO ATMOS ENERGY CORP COM $52.62万0.01%3,054 -50-1.6% -$8,615 减仓
TMSL T. ROWE PRICE SMALL-MID CAP ETF $52.67万0.01%12,011 11,5952,787.3% $50.84万 加仓
FLS FLOWSERVE CORP COM $52.69万0.01%7,104 -39-0.5% -$2,892 减仓
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF $52.74万0.01%6,382 -153-2.3% -$1.26万 减仓
— HIGH INCOME SECS FD SHS BEN INT $52.76万0.01%96,449 -4,477-4.4% -$2.45万 减仓
— FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY $52.88万0.01%20,148 -15,830-44.0% -$41.55万 减仓
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF $52.94万0.01%8,234 -75-0.9% -$4,822 减仓
TFLO ISHARES TREASURY FLOATING RATE BOND ETF $53.44万0.01%10,555 -2,265-17.7% -$11.47万 减仓
PDI PIMCO DYNAMIC INCOME FD SHS $53.57万0.01%32,080 2,7439.3% $4.58万 加仓
EFG ISHARES MSCI EAFE GROWTH ETF $53.81万0.01%4,325 2075.0% $2.58万 加仓
GAPR FT VEST U.S. EQUITY MODERATE BUFFER FUND - APR $53.94万0.01%12,943 1,44412.6% $6.02万 加仓
IBB ISHARES BIOTECHNOLOGY ETF $54.01万0.01%2,840 -186-6.1% -$3.54万 减仓
DTM DT MIDSTREAM INC COMMON STOCK $54.08万0.01%3,685 340.9% $4,989 加仓
IWS ISHARES RUSSELL MID-CAP VALUE ETF $54.11万0.01%3,287 -268-7.5% -$4.41万 减仓
USXF ISHARES ESG ADVANCED MSCI USA ETF $54.62万0.01%7,865 -37-0.5% -$2,570 减仓
— ALLIANZIM U.S. EQUITY 6 MONTH FLOOR5 JAN/JUL ETF $54.63万0.01%16,140 -2,158-11.8% -$7.30万 减仓
BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF $54.85万0.01%33,476 12,84162.2% $21.04万 加仓
VDE VANGUARD ENERGY ETF $54.91万0.01%3,657 1474.2% $2.21万 加仓
RWR STATE STREET SPDR DOW JONES REIT ETF $55.31万0.01%4,896 3,828358.4% $43.24万 加仓
— JANUS HENDERSON GLOBAL ARTIFICIAL INTELLIGENCE ETF $55.37万0.01%15,011 5,84463.8% $21.56万 加仓
BE BLOOM ENERGY CORP COM CL A $55.52万0.01%1,834 28318.2% $8.57万 加仓
HFSI HARTFORD STRATEGIC INCOME ETF $55.64万0.01%15,826 2,30717.1% $8.11万 加仓
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER $55.65万0.01%12,085 -1,256-9.4% -$5.78万 减仓
PTY PIMCO CORPORATE & INCOME OPPOR COM $55.69万0.01%46,293 -8,191-15.0% -$9.85万 减仓
PNR PENTAIR PLC SHS $55.71万0.01%7,268 -65-0.9% -$4,983 减仓
XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF $55.84万0.01%11,102 20.0% $101 加仓
EVRG EVERGY INC COM $56.03万0.01%6,483 -699-9.7% -$6.04万 减仓
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF $56.07万0.01%12,735 -41,083-76.3% -$180.89万 减仓
CCL CARNIVAL CORP LTD COMMON SHARES $56.35万0.01%19,724 2,24012.8% $6.40万 加仓
EW EDWARDS LIFESCIENCES CORP COM $56.48万0.01%6,244 -29-0.5% -$2,623 减仓
— RIVERNORTH MANAGED DUR MUN II COM $56.62万0.01%37,647 1,1633.2% $1.75万 加仓
GNTX GENTEX CORP COM $56.74万0.01%22,453 1580.7% $3,993 加仓
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND $56.87万0.01%4,646 59614.7% $7.30万 加仓
FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF $56.95万0.01%30,205 10,70854.9% $20.19万 加仓
GAUG FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST $56.97万0.01%13,755 -3,064-18.2% -$12.69万 减仓
YUM YUM BRANDS INC COM $57.02万0.01%3,567 -280-7.3% -$4.48万 减仓
LNG CHENIERE ENERGY INC COM NEW $57.17万0.01%2,392 231.0% $5,498 加仓
RWO STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF $57.30万0.01%11,528 1,60916.2% $8.00万 加仓
ISMD INSPIRE SMALL/MID CAP ETF $57.31万0.01%11,462 2,36926.1% $11.84万 加仓
TEQI T. ROWE PRICE EQUITY INCOME ETF $57.56万0.01%11,425 2,12422.8% $10.70万 加仓
VFLO VICTORYSHARES FREE CASH FLOW ETF $57.57万0.01%12,583 3482.8% $1.59万 加仓
IONQ IONQ INC COM $57.89万0.01%10,870 9679.8% $5.15万 加仓
RIO RIO TINTO PLC SPONSORED ADR $57.95万0.01%6,104 -4,553-42.7% -$43.22万 减仓
ZECP ZACKS EARNINGS CONSISTENT PORTFOLIO ETF $57.98万0.01%15,364 5,50655.9% $20.78万 加仓
— ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF $58.05万0.01%17,385 -1,220-6.6% -$4.07万 减仓
ETW EATON VANCE TAX-MANAGED GLOBAL COM $58.40万0.01%60,577 1,2722.1% $1.23万 加仓
SRE SEMPRA COM $58.78万0.01%6,341 -454-6.7% -$4.21万 减仓
XLG INVESCO S&P 500 TOP 50 ETF $58.81万0.01%9,605 -7,379-43.4% -$45.18万 减仓
ADM ARCHER DANIELS MIDLAND CO COM $58.87万0.01%7,705 -616-7.4% -$4.71万 减仓
WINN HARBOR LONG-TERM GROWERS ETF $58.96万0.01%18,159 3,09220.5% $10.04万 加仓
CME CME GROUP INC COM $58.97万0.01%2,670 98258.2% $21.69万 加仓
QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF $59.17万0.01%3,707 -1,246-25.2% -$19.89万 减仓
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF $59.50万0.01%14,293 4,89352.1% $20.37万 加仓
TRP TC ENERGY CORP COM $59.66万0.01%9,008 700.8% $4,636 加仓
HPE HEWLETT PACKARD ENTERPRISE CO COM $59.67万0.01%13,227 1,31511.0% $5.93万 加仓