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
CP CANADIAN PACIFIC KANSAS CITY COM $59.73万0.01%6,892 781.1% $6,760 加仓
SPGI S&P GLOBAL INC COM $59.77万0.01%1,468 -10-0.7% -$4,071 减仓
ADC AGREE RLTY CORP COM $59.77万0.01%7,891 -254-3.1% -$1.92万 减仓
ICLN ISHARES GLOBAL CLEAN ENERGY ETF $59.90万0.01%29,234 -452-1.5% -$9,261 减仓
P EVERPURE INC CL A $60.07万0.01%7,624 340.4% $2,679 加仓
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF $60.16万0.01%11,977 1,57315.1% $7.90万 加仓
ADX ADAMS DIVERSIFIED EQUITY FD COM $60.19万0.01%23,559 1470.6% $3,756 加仓
BSMU INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF $60.58万0.01%27,640 -1,024-3.6% -$2.24万 减仓
IWB ISHARES RUSSELL 1000 ETF $60.71万0.01%1,483 -18-1.2% -$7,369 减仓
APH AMPHENOL CORP CL A $60.93万0.01%3,456 1454.4% $2.56万 加仓
LEN LENNAR CORP CL A $61.27万0.01%6,771 99417.2% $8.99万 加仓
SPOT SPOTIFY TECHNOLOGY S A SHS $61.36万0.01%1,336 19216.8% $8.82万 加仓
EME EMCOR GROUP INC COM $61.37万0.01%740 -18-2.4% -$1.49万 减仓
— FIRST TRUST BLOOMBERG ARTIFICIAL INTELLIGENCE ETF $61.46万0.01%11,297 8,311278.3% $45.21万 加仓
QLC FLEXSHARES US QUALITY LARGE CAP INDEX FUND $61.56万0.01%6,849 2,57060.1% $23.10万 加仓
— ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF $61.69万0.01%14,714 -1,041-6.6% -$4.36万 减仓
LULU LULULEMON ATHLETICA INC COM $61.81万0.01%5,413 1,30831.9% $14.93万 加仓
BNY BANK OF NY MELLON CORP COM $61.84万0.01%4,276 2225.5% $3.21万 加仓
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY $61.89万0.01%12,506 -4,430-26.2% -$21.92万 减仓
OKE ONEOK INC NEW COM $62.12万0.01%7,145 2393.5% $2.08万 加仓
THO THOR INDS INC COM $62.29万0.01%8,288 -5,527-40.0% -$41.54万 减仓
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF $62.31万0.01%16,424 1390.9% $5,274 加仓
FDLO FIDELITY LOW VOLATILITY FACTOR ETF $62.56万0.01%9,155 5,299137.4% $36.21万 加仓
DJD INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF $62.61万0.01%9,880 -142-1.4% -$8,998 减仓
NTSX WISDOMTREE U.S. EFFICIENT CORE FUND $62.64万0.01%10,608 470.4% $2,775 加仓
IRT INDEPENDENCE RLTY TR INC COM $62.72万0.01%37,582 -6,427-14.6% -$10.73万 减仓
— FT VEST U.S. EQUITY MAX BUFFER ETF - MAY $62.82万0.01%19,089 9,38496.7% $30.88万 加仓
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF $62.91万0.01%28,124 2620.9% $5,861 加仓
BLDR BUILDERS FIRSTSOURCE INC COM $63.21万0.01%7,065 2,71062.2% $24.25万 加仓
VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF $63.43万0.01%6,261 93917.6% $9.51万 加仓
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE $63.49万0.01%15,415 14,2771,254.6% $58.81万 加仓
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF $63.56万0.01%29,356 2771.0% $5,997 加仓
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL $63.69万0.01%11,958 00.0% — 不变
DINO HF SINCLAIR CORP COM $63.74万0.01%9,152 160.2% $1,114 加仓
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND $63.85万0.01%19,958 1,3807.4% $4.41万 加仓
DD DUPONT DE NEMOURS INC COMMON STOCK $63.88万0.01%4,709 -12,834-73.2% -$174.09万 减仓
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF $64.00万0.01%4,682 -12,606-72.9% -$172.31万 减仓
KDP KEURIG DR PEPPER INC COM $64.06万0.01%19,574 -1,144-5.5% -$3.74万 减仓
VKTX VIKING THERAPEUTICS INC COM $64.17万0.01%16,451 -779-4.5% -$3.04万 减仓
VONV VANGUARD RUSSELL 1000 VALUE ETF $64.26万0.01%6,045 2925.1% $3.10万 加仓
TEL TE CONNECTIVITY PLC ORD SHS $64.27万0.01%3,188 -746-19.0% -$15.04万 减仓
— STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF $64.39万0.01%7,645 00.0% — 不变
— INNOVATOR EMERGING MARKETS 10 BUFFER ETF - QUARTERLY TRUST UNITS $64.44万0.01%20,231 -797-3.8% -$2.54万 减仓
BBAI BIGBEAR AI HLDGS INC COM $64.63万0.01%176,093 -1,202-0.7% -$4,411 减仓
— ALLIANZIM U.S. EQUITY BUFFER10 AUG ETF $64.84万0.01%17,036 -1,298-7.1% -$4.94万 减仓
CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF $64.97万0.01%24,623 3,47016.4% $9.16万 加仓
STIP ISHARES 0-5 YEAR TIPS BOND ETF $65.14万0.01%6,376 1362.2% $1.39万 加仓
PNQI INVESCO NASDAQ INTERNET ETF $65.31万0.01%14,330 -186-1.3% -$8,477 减仓
RGLD ROYAL GOLD INC COM $65.56万0.01%3,284 2,761527.9% $55.12万 加仓
SHY ISHARES 1-3 YEAR TREASURY BOND ETF $65.56万0.01%7,985 -1,199-13.1% -$9.84万 减仓
— CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT $65.60万0.01%48,020 00.0% — 不变
GGOV ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF $65.62万0.01%13,049 13,049— $65.62万 新建仓
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF $65.71万0.01%9,587 1341.4% $9,184 加仓
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN $65.71万0.01%16,334 9996.5% $4.02万 加仓
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF $65.89万0.01%9,799 1701.8% $1.14万 加仓
EDOW FIRST TRUST DOW 30 EQUAL WEIGHT ETF $65.94万0.01%14,955 00.0% — 不变
TBLL INVESCO SHORT TERM TREASURY ETF $65.99万0.01%6,251 -1,880-23.1% -$19.85万 减仓
SMIZ ZACKS SMALL/MID CAP ETF $66.18万0.01%14,832 1,72313.1% $7.69万 加仓
FEP FIRST TRUST EUROPE ALPHADEX FUND $66.19万0.01%11,601 2,29624.7% $13.10万 加仓
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF $66.19万0.01%15,607 1,78912.9% $7.59万 加仓
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $66.28万0.01%7,480 -1,379-15.6% -$12.22万 减仓
CARR CARRIER GLOBAL CORPORATION COM $66.48万0.01%9,064 -42-0.5% -$3,081 减仓
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF $66.75万0.01%8,867 00.0% — 不变
JGRO JPMORGAN ACTIVE GROWTH ETF $67.03万0.01%6,798 5,141310.3% $50.69万 加仓
COR CENCORA INC COM $67.24万0.01%2,376 -384-13.9% -$10.87万 减仓
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF $67.76万0.01%7,144 -26-0.4% -$2,466 减仓
SOUN SOUNDHOUND AI INC CLASS A COM $67.81万0.01%104,809 1,9371.9% $1.25万 加仓
TTEK TETRA TECH INC NEW COM $67.82万0.01%23,475 -7-0.0% -$202 减仓
AKAM AKAMAI TECHNOLOGIES INC COM $67.92万0.01%5,746 2,55880.2% $30.24万 加仓
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF $68.45万0.01%7,804 -38-0.5% -$3,333 减仓
ARKB ARK 21SHARES BITCOIN ETF $68.56万0.01%35,233 -1,243-3.4% -$2.42万 减仓
RY ROYAL BK CDA COM $68.59万0.01%3,314 -3,184-49.0% -$65.90万 减仓
UPRO PROSHARES ULTRAPRO S&P500 $68.92万0.01%4,861 00.0% — 不变
IBD INSPIRE CORPORATE BOND ETF $69.05万0.01%29,051 -163-0.6% -$3,875 减仓
NVT NVENT ELEC PLC SHS $69.08万0.01%4,073 -252-5.8% -$4.27万 减仓
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF $69.09万0.01%29,807 760.3% $1,762 加仓
— SILA REALTY TRUST INC COMMON STOCK $69.30万0.01%22,825 -743-3.2% -$2.26万 减仓
SIVR ABRDN PHYSICAL SILVER SHARES ETF $69.44万0.01%12,351 -2,765-18.3% -$15.54万 减仓
IHE ISHARES U.S. PHARMACEUTICALS ETF $70.07万0.01%7,077 -26-0.4% -$2,574 减仓
AVUS AVANTIS U.S. EQUITY ETF $70.20万0.01%5,481 2,03659.1% $26.08万 加仓
PFG PRINCIPAL FINANCIAL GROUP INC COM $70.96万0.01%6,584 -197-2.9% -$2.12万 减仓
MP MP MATERIALS CORP COM CL A $70.98万0.01%12,673 -7,350-36.7% -$41.17万 减仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - SEPTEMBER $71.01万0.01%32,322 00.0% — 不变
— FT VEST NASDAQ-100 MODERATE BUFFER ETF-FEBRUARY $71.13万0.01%29,282 00.0% — 不变
— INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - NOVEMBER $71.17万0.01%35,452 -1,050-2.9% -$2.11万 减仓
APD AIR PRODUCTS AND CHEMICALS INC COM $71.53万0.01%2,440 1285.5% $3.75万 加仓
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF $71.65万0.01%32,364 3000.9% $6,642 加仓
R RYDER SYS INC COM $71.88万0.01%2,725 220.8% $5,803 加仓
FENY FIDELITY MSCI ENERGY INDEX ETF $71.99万0.01%24,355 1,1254.8% $3.33万 加仓
— INNOVATOR INTERNATIONAL DEVELOPED MANAGED FLOOR ETF $72.06万0.01%13,583 6,792100.0% $36.03万 加仓
PLXS PLEXUS CORP COM $72.25万0.01%2,403 90.4% $2,706 加仓
MCHP MICROCHIP TECHNOLOGY INC. COM $72.50万0.01%7,950 -621-7.2% -$5.66万 减仓
— WARNER BROS DISCOVERY INC COM SER A $72.66万0.01%27,253 -996-3.5% -$2.66万 减仓
— FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER $72.88万0.01%26,460 -54,297-67.2% -$149.56万 减仓
NIC NICOLET BANKSHARES INC COM $73.16万0.01%4,423 40.1% $662 加仓
FE FIRSTENERGY CORP COM $73.23万0.01%15,405 -8-0.1% -$380 减仓
EES WISDOMTREE U.S. SMALLCAP FUND $73.34万0.01%10,819 -6-0.1% -$407 减仓
WTPI WISDOMTREE EQUITY PREMIUM INCOME FUND $73.37万0.01%22,377 7443.4% $2.44万 加仓
— ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF $73.38万0.01%20,456 -1,586-7.2% -$5.69万 减仓
MAR MARRIOTT INTL INC NEW CL A $73.38万0.01%1,980 412.1% $1.52万 加仓