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 |
|---|---|---|---|---|---|---|---|---|
| QSPT | FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER | $83.70万 | 0.01% | 27,338 | -18,142 | -39.9% | -$55.54万 | 减仓 |
| SNA | SNAP ON INC COM | $83.86万 | 0.01% | 2,308 | 1,834 | 386.9% | $66.64万 | 加仓 |
| BSMT | INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF | $83.91万 | 0.01% | 36,443 | 5,546 | 17.9% | $12.77万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $84.47万 | 0.01% | 3,900 | 2,600 | 200.0% | $56.32万 | 加仓 |
| STWD | STARWOOD PPTY TR INC COM | $85.19万 | 0.01% | 49,469 | 49,375 | 52,526.6% | $85.02万 | 加仓 |
| DFSE | DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | $85.22万 | 0.01% | 20,113 | 11,864 | 143.8% | $50.27万 | 加仓 |
| CAIE | CALAMOS AUTOCALLABLE INCOME ETF | $85.24万 | 0.01% | 33,906 | -63,911 | -65.3% | -$160.68万 | 减仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY | $85.45万 | 0.01% | 35,978 | 13,230 | 58.2% | $31.42万 | 加仓 |
| FTNT | FORTINET INC COM | $85.80万 | 0.01% | 10,499 | 9,179 | 695.4% | $75.01万 | 加仓 |
| TBLL | INVESCO SHORT TERM TREASURY ETF | $85.82万 | 0.01% | 8,131 | 7,955 | 4,519.9% | $83.97万 | 加仓 |
| ARKK | ARK INNOVATION ETF | $86.44万 | 0.01% | 12,788 | 6,163 | 93.0% | $41.66万 | 加仓 |
| VFMO | VANGUARD U.S. MOMENTUM FACTOR ETF | $86.61万 | 0.01% | 4,394 | 158 | 3.7% | $3.11万 | 加仓 |
| COR | CENCORA INC COM | $86.71万 | 0.01% | 2,760 | 1,431 | 107.7% | $44.96万 | 加仓 |
| DPZ | DOMINOS PIZZA INC COM | $86.79万 | 0.01% | 2,418 | -129 | -5.1% | -$4.63万 | 减仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $86.79万 | 0.01% | 17,909 | 188 | 1.1% | $9,111 | 加仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $87.20万 | 0.01% | 18,890 | -9,817 | -34.2% | -$45.32万 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $87.41万 | 0.01% | 23,784 | 17,280 | 265.7% | $63.50万 | 加仓 |
| FTQI | FIRST TRUST NASDAQ BUYWRITE INCOME ETF | $87.42万 | 0.01% | 43,884 | 21,660 | 97.5% | $43.15万 | 加仓 |
| NXTG | FIRST TRUST INDXX NEXTG ETF | $87.46万 | 0.01% | 7,814 | 598 | 8.3% | $6.69万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $87.61万 | 0.01% | 12,796 | 12,781 | 85,206.7% | $87.51万 | 加仓 |
| GSAT | GLOBALSTAR INC COM NEW | $87.87万 | 0.01% | 13,229 | 13,213 | 82,581.2% | $87.76万 | 加仓 |
| — | FIRST TRUST MULTI CAP VALUE ALPHADEX FUND | $88.25万 | 0.01% | 9,333 | 2,191 | 30.7% | $20.72万 | 加仓 |
| CSX | CSX CORP COM | $88.60万 | 0.01% | 21,586 | 11,713 | 118.6% | $48.08万 | 加仓 |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | $88.75万 | 0.01% | 25,423 | 6,511 | 34.4% | $22.73万 | 加仓 |
| HRL | HORMEL FOODS CORP COM | $89.31万 | 0.01% | 39,432 | 7,426 | 23.2% | $16.82万 | 加仓 |
| — | WISDOMTREE EUROPEAN OPPORTUNITIES FUND | $89.93万 | 0.01% | 16,744 | 16,077 | 2,410.3% | $86.35万 | 加仓 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $90.30万 | 0.01% | 31,506 | 16,274 | 106.8% | $46.64万 | 加仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $90.33万 | 0.01% | 7,677 | -417 | -5.2% | -$4.91万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $90.35万 | 0.01% | 4,566 | 3,763 | 468.6% | $74.46万 | 加仓 |
| — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER | $90.61万 | 0.01% | 23,458 | 7,580 | 47.7% | $29.28万 | 加仓 |
| CVIE | CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF | $90.64万 | 0.01% | 12,469 | 1,150 | 10.2% | $8.36万 | 加仓 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $91.47万 | 0.01% | 7,866 | 816 | 11.6% | $9.49万 | 加仓 |
| FLQM | FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $91.57万 | 0.01% | 16,669 | 584 | 3.6% | $3.21万 | 加仓 |
| KLAC | KLA CORP COM NEW | $91.85万 | 0.01% | 623 | 127 | 25.6% | $18.72万 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $92.57万 | 0.01% | 8,178 | 4,769 | 139.9% | $53.98万 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $92.65万 | 0.01% | 16,984 | -19,362 | -53.3% | -$105.62万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $93.07万 | 0.01% | 11,832 | 1,372 | 13.1% | $10.79万 | 加仓 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $93.18万 | 0.01% | 49,932 | 9,497 | 23.5% | $17.72万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION COM | $93.35万 | 0.01% | 4,985 | 4,896 | 5,501.1% | $91.68万 | 加仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $93.35万 | 0.01% | 27,019 | 18,510 | 217.5% | $63.95万 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - OCTOBER | $93.63万 | 0.01% | 25,123 | 17,250 | 219.1% | $64.29万 | 加仓 |
| GJAN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN | $93.68万 | 0.01% | 22,352 | 16,802 | 302.7% | $70.42万 | 加仓 |
| FHEQ | FIDELITY HEDGED EQUITY ETF | $93.69万 | 0.01% | 31,847 | 31,847 | — | $93.69万 | 新建仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $93.71万 | 0.01% | 36,775 | 24,902 | 209.7% | $63.45万 | 加仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $93.87万 | 0.01% | 37,867 | 27,578 | 268.0% | $68.37万 | 加仓 |
| FIGB | FIDELITY INVESTMENT GRADE BOND ETF | $93.99万 | 0.01% | 21,837 | 7,553 | 52.9% | $32.51万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $94.01万 | 0.01% | 7,757 | 2,760 | 55.2% | $33.45万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $94.16万 | 0.01% | 13,110 | 7,519 | 134.5% | $54.00万 | 加仓 |
| — | STRATEGY SHARES NASDAQ 7HANDL INDEX ETF | $94.18万 | 0.01% | 43,124 | 4,350 | 11.2% | $9.50万 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $94.29万 | 0.01% | 10,367 | -80 | -0.8% | -$7,276 | 减仓 |
| BIBL | INSPIRE 100 ETF | $94.55万 | 0.01% | 20,053 | 11,367 | 130.9% | $53.60万 | 加仓 |
| QFLR | INNOVATOR NASDAQ-100 MANAGED FLOOR ETF | $94.59万 | 0.01% | 28,406 | -72,801 | -71.9% | -$242.43万 | 减仓 |
| CVLC | CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF | $94.96万 | 0.01% | 11,861 | 2,010 | 20.4% | $16.09万 | 加仓 |
| BIZD | VANECK BDC INCOME ETF | $95.25万 | 0.01% | 74,415 | 23,065 | 44.9% | $29.52万 | 加仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $96.04万 | 0.01% | 6,045 | 3,088 | 104.4% | $49.06万 | 加仓 |
| — | FIRST TRUST CONSUMER STAPLES ALPHADEX FUND | $96.30万 | 0.01% | 15,112 | -1,547 | -9.3% | -$9.86万 | 减仓 |
| MP | MP MATERIALS CORP COM CL A | $96.51万 | 0.01% | 20,023 | 18,293 | 1,057.4% | $88.18万 | 加仓 |
| VST | VISTRA CORP COM | $96.62万 | 0.01% | 6,427 | 3,231 | 101.1% | $48.57万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $96.68万 | 0.01% | 10,287 | 2,537 | 32.7% | $23.84万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $97.02万 | 0.01% | 29,445 | 850 | 3.0% | $2.80万 | 加仓 |
| — | FT VEST US EQUITY MAX BUFFER ETF-FEBRUARY | $97.24万 | 0.02% | 32,071 | 4,456 | 16.1% | $13.51万 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $97.51万 | 0.02% | 4,726 | 856 | 22.1% | $17.66万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS COM | $97.64万 | 0.02% | 98,926 | 72,981 | 281.3% | $72.03万 | 加仓 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $97.72万 | 0.02% | 19,780 | 1,237 | 6.7% | $6.11万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF | $98.23万 | 0.02% | 30,555 | -4,613 | -13.1% | -$14.83万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $98.46万 | 0.02% | 9,781 | 4,644 | 90.4% | $46.75万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | $98.59万 | 0.02% | 57,589 | 1,681 | 3.0% | $2.88万 | 加仓 |
| — | RLJ LODGING TR CUM CONV PFD A | $98.60万 | 0.02% | 40,911 | 40,911 | — | $98.60万 | 新建仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $99.18万 | 0.02% | 22,010 | -5,292 | -19.4% | -$23.85万 | 减仓 |
| SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $99.37万 | 0.02% | 44,719 | 28,243 | 171.4% | $62.76万 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $99.42万 | 0.02% | 10,657 | 6,948 | 187.3% | $64.82万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $100.31万 | 0.02% | 3,426 | 607 | 21.5% | $17.77万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $100.36万 | 0.02% | 80,225 | 80,225 | — | $100.36万 | 新建仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $100.41万 | 0.02% | 30,960 | 5,684 | 22.5% | $18.43万 | 加仓 |
| PAUG | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $100.50万 | 0.02% | 23,526 | 10,038 | 74.4% | $42.88万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $100.90万 | 0.02% | 64,475 | 43,728 | 210.8% | $68.43万 | 加仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $101.19万 | 0.02% | 19,906 | 12,239 | 159.6% | $62.22万 | 加仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $101.41万 | 0.02% | 31,540 | 31,540 | — | $101.41万 | 新建仓 |
| — | ISHARES ETHEREUM TRUST ETF | $101.53万 | 0.02% | 64,136 | 55,330 | 628.3% | $87.59万 | 加仓 |
| JULW | ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF | $102.23万 | 0.02% | 26,339 | -12,553 | -32.3% | -$48.72万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $102.26万 | 0.02% | 8,073 | 7,178 | 802.0% | $90.92万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $102.46万 | 0.02% | 3,936 | 883 | 28.9% | $22.99万 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $102.77万 | 0.02% | 8,907 | 6,400 | 255.3% | $73.84万 | 加仓 |
| EXC | EXELON CORP COM | $102.97万 | 0.02% | 21,005 | 9,824 | 87.9% | $48.16万 | 加仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $103.25万 | 0.02% | 14,393 | -656 | -4.4% | -$4.71万 | 减仓 |
| MSIF | MSC INCOME FUND INC COM | $103.71万 | 0.02% | 85,144 | 39,270 | 85.6% | $47.83万 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $104.46万 | 0.02% | 12,302 | 7,144 | 138.5% | $60.66万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $104.49万 | 0.02% | 26,888 | 15,089 | 127.9% | $58.64万 | 加仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $104.93万 | 0.02% | 55,226 | 33,423 | 153.3% | $63.50万 | 加仓 |
| WWD | WOODWARD INC COM | $105.03万 | 0.02% | 2,934 | 863 | 41.7% | $30.89万 | 加仓 |
| RY | ROYAL BK CDA COM | $105.13万 | 0.02% | 6,498 | 3,089 | 90.6% | $49.98万 | 加仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $105.61万 | 0.02% | 8,798 | 2,473 | 39.1% | $29.69万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $105.74万 | 0.02% | 4,220 | -2,091 | -33.1% | -$52.40万 | 减仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $105.91万 | 0.02% | 45,427 | 10,630 | 30.5% | $24.78万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $106.01万 | 0.02% | 3,332 | 2,151 | 182.1% | $68.44万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $106.12万 | 0.02% | 8,093 | -107 | -1.3% | -$1.40万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $107.66万 | 0.02% | 28,770 | 11,010 | 62.0% | $41.20万 | 加仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $107.89万 | 0.02% | 15,116 | -14,718 | -49.3% | -$105.05万 | 减仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $107.92万 | 0.02% | 23,719 | 797 | 3.5% | $3.63万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $108.02万 | 0.02% | 38,786 | 17,759 | 84.5% | $49.46万 | 加仓 |