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 |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC COM | $108.67万 | 0.02% | 5,496 | 1,487 | 37.1% | $29.40万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $109.14万 | 0.02% | 13,856 | 2,204 | 18.9% | $17.36万 | 加仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $109.69万 | 0.02% | 30,283 | -47,050 | -60.8% | -$170.42万 | 减仓 |
| — | NEUBERGER HIGH YIELD ST FD INC COM | $109.71万 | 0.02% | 169,301 | 59,659 | 54.4% | $38.66万 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $110.24万 | 0.02% | 20,886 | 19,870 | 1,955.7% | $104.87万 | 加仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $110.32万 | 0.02% | 10,952 | 3,370 | 44.4% | $33.95万 | 加仓 |
| THO | THOR INDS INC COM | $110.37万 | 0.02% | 13,815 | 13,757 | 23,719.0% | $109.91万 | 加仓 |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $110.40万 | 0.02% | 21,320 | -5,319 | -20.0% | -$27.54万 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $110.52万 | 0.02% | 6,329 | 2,491 | 64.9% | $43.50万 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $110.68万 | 0.02% | 23,823 | 20,698 | 662.3% | $96.16万 | 加仓 |
| INTU | INTUIT COM | $110.83万 | 0.02% | 2,563 | 465 | 22.2% | $20.11万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $110.95万 | 0.02% | 6,742 | 2,215 | 48.9% | $36.45万 | 加仓 |
| XYL | XYLEM INC COM | $110.96万 | 0.02% | 9,285 | 626 | 7.2% | $7.48万 | 加仓 |
| FIW | FIRST TRUST WATER ETF | $111.00万 | 0.02% | 10,763 | 1,118 | 11.6% | $11.53万 | 加仓 |
| — | COLUMBIA INTERNATIONAL EQUITY INCOME ETF | $111.60万 | 0.02% | 28,586 | 28,571 | 190,473.3% | $111.55万 | 加仓 |
| PATN | PACER NASDAQ INTERNATIONAL PATENT LEADERS ETF | $112.46万 | 0.02% | 39,580 | 38,530 | 3,669.5% | $109.48万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR OCTOBER | $112.48万 | 0.02% | 42,051 | -15,155 | -26.5% | -$40.54万 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $114.26万 | 0.02% | 6,347 | -608 | -8.7% | -$10.94万 | 减仓 |
| JPME | JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | $114.58万 | 0.02% | 10,004 | 2,985 | 42.5% | $34.19万 | 加仓 |
| FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | $114.69万 | 0.02% | 42,166 | 34,689 | 463.9% | $94.35万 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $114.78万 | 0.02% | 12,136 | 10,578 | 678.9% | $100.05万 | 加仓 |
| EMHC | STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | $114.95万 | 0.02% | 46,351 | 8,406 | 22.2% | $20.85万 | 加仓 |
| FISV | FISERV INC COM | $114.96万 | 0.02% | 20,602 | 8,674 | 72.7% | $48.40万 | 加仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $115.37万 | 0.02% | 67,904 | -2,263 | -3.2% | -$3.84万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $115.82万 | 0.02% | 5,627 | -105,969 | -95.0% | -$2,181.17万 | 减仓 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $116.96万 | 0.02% | 17,155 | -253 | -1.5% | -$1.72万 | 减仓 |
| PTNQ | PACER TRENDPILOT 100 ETF | $117.12万 | 0.02% | 16,052 | 2,912 | 22.2% | $21.25万 | 加仓 |
| — | INVESCO ESG NASDAQ 100 ETF | $117.17万 | 0.02% | 29,621 | 1,870 | 6.7% | $7.40万 | 加仓 |
| — | COHEN & STEERS SELECT PFD & IN COM | $118.05万 | 0.02% | 60,881 | 16,250 | 36.4% | $31.51万 | 加仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $118.07万 | 0.02% | 60,455 | 20,077 | 49.7% | $39.21万 | 加仓 |
| FR | FIRST INDL RLTY TR INC COM | $118.61万 | 0.02% | 20,503 | -275 | -1.3% | -$1.59万 | 减仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $118.99万 | 0.02% | 13,522 | 6,624 | 96.0% | $58.29万 | 加仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $119.01万 | 0.02% | 4,685 | 4,095 | 694.1% | $104.02万 | 加仓 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY | $119.41万 | 0.02% | 55,435 | 10,457 | 23.2% | $22.52万 | 加仓 |
| DTE | DTE ENERGY CO COM | $120.37万 | 0.02% | 8,231 | 3,602 | 77.8% | $52.67万 | 加仓 |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | $120.86万 | 0.02% | 25,423 | 7,118 | 38.9% | $33.84万 | 加仓 |
| CLX | CLOROX CO DEL COM | $121.57万 | 0.02% | 11,731 | 1,085 | 10.2% | $11.24万 | 加仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $121.69万 | 0.02% | 33,551 | 5,483 | 19.5% | $19.89万 | 加仓 |
| FLRT | PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF | $121.84万 | 0.02% | 26,308 | 10,598 | 67.5% | $49.08万 | 加仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $121.85万 | 0.02% | 13,640 | 8,644 | 173.0% | $77.22万 | 加仓 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $121.87万 | 0.02% | 56,202 | 2,300 | 4.3% | $4.99万 | 加仓 |
| — | ISABELLA BK CORP COM | $123.40万 | 0.02% | 27,021 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $123.70万 | 0.02% | 16,604 | 6,228 | 60.0% | $46.40万 | 加仓 |
| SPGP | INVESCO S&P 500 GARP ETF | $124.74万 | 0.02% | 11,590 | -1,835 | -13.7% | -$19.75万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $124.96万 | 0.02% | 76,058 | 14,334 | 23.2% | $23.55万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $125.14万 | 0.02% | 20,039 | 12,103 | 152.5% | $75.58万 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE | $126.52万 | 0.02% | 29,448 | -356 | -1.2% | -$1.53万 | 减仓 |
| USVM | VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF | $126.96万 | 0.02% | 13,410 | 13,410 | — | $126.96万 | 新建仓 |
| D | DOMINION ENERGY INC COM | $127.03万 | 0.02% | 20,549 | 10,816 | 111.1% | $66.86万 | 加仓 |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - DECEMBER | $127.14万 | 0.02% | 49,475 | 1,991 | 4.2% | $5.12万 | 加仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $127.35万 | 0.02% | 25,475 | 24,031 | 1,664.2% | $120.13万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $127.35万 | 0.02% | 33,656 | 12,646 | 60.2% | $47.85万 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $127.44万 | 0.02% | 22,368 | 1,501 | 7.2% | $8.55万 | 加仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $127.48万 | 0.02% | 28,411 | -995 | -3.4% | -$4.46万 | 减仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $127.49万 | 0.02% | 31,761 | 877 | 2.8% | $3.52万 | 加仓 |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $128.79万 | 0.02% | 29,198 | 6,651 | 29.5% | $29.34万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS COM | $128.84万 | 0.02% | 93,432 | 70,044 | 299.5% | $96.59万 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - DECEMBER | $129.59万 | 0.02% | 68,449 | 22,398 | 48.6% | $42.40万 | 加仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - OCTOBER | $130.15万 | 0.02% | 40,009 | 27,907 | 230.6% | $90.78万 | 加仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $130.31万 | 0.02% | 137,459 | 27,909 | 25.5% | $26.46万 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $130.66万 | 0.02% | 32,110 | 18,366 | 133.6% | $74.74万 | 加仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $130.76万 | 0.02% | 26,357 | 21,665 | 461.7% | $107.48万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $131.09万 | 0.02% | 6,458 | 2,409 | 59.5% | $48.90万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO OCTOBER 2027 | $131.34万 | 0.02% | 49,959 | 13,749 | 38.0% | $36.15万 | 加仓 |
| FEMB | FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF | $131.66万 | 0.02% | 45,813 | 7,756 | 20.4% | $22.29万 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $131.98万 | 0.02% | 6,343 | 1,452 | 29.7% | $30.21万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $132.07万 | 0.02% | 83,166 | 13,078 | 18.7% | $20.77万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $132.16万 | 0.02% | 28,173 | 8,039 | 39.9% | $37.71万 | 加仓 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - OCTOBER | $132.61万 | 0.02% | 41,507 | 3,326 | 8.7% | $10.63万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $133.07万 | 0.02% | 11,218 | -3,787 | -25.2% | -$44.92万 | 减仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $133.12万 | 0.02% | 13,907 | 9,494 | 215.1% | $90.88万 | 加仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $133.31万 | 0.02% | 22,056 | -2,151 | -8.9% | -$13.00万 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $134.28万 | 0.02% | 13,425 | 10,991 | 451.6% | $109.93万 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - OCTOBER | $134.42万 | 0.02% | 62,663 | -203,747 | -76.5% | -$437.07万 | 减仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $134.57万 | 0.02% | 56,686 | 47,642 | 526.8% | $113.10万 | 加仓 |
| PBW | INVESCO WILDERHILL CLEAN ENERGY ETF | $135.00万 | 0.02% | 42,746 | 42,716 | 142,386.7% | $134.90万 | 加仓 |
| — | AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF | $135.40万 | 0.02% | 90,932 | 90,647 | 31,806.0% | $134.97万 | 加仓 |
| TSN | TYSON FOODS INC CL A | $135.62万 | 0.02% | 21,167 | -675 | -3.1% | -$4.32万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF | $136.58万 | 0.02% | 41,035 | -5,050 | -11.0% | -$16.81万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $136.67万 | 0.02% | 8,525 | 3,666 | 75.4% | $58.77万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $136.83万 | 0.02% | 21,050 | 3,456 | 19.6% | $22.47万 | 加仓 |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | $137.21万 | 0.02% | 27,676 | 19,723 | 248.0% | $97.78万 | 加仓 |
| NUGT | DIREXION DAILY GOLD MINERS INDEX BULL 2X ETF | $137.57万 | 0.02% | 7,308 | 3,179 | 77.0% | $59.84万 | 加仓 |
| RSPF | INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF | $137.58万 | 0.02% | 19,272 | 3,454 | 21.8% | $24.66万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $137.76万 | 0.02% | 10,514 | 4,231 | 67.3% | $55.43万 | 加仓 |
| VTEI | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | $137.92万 | 0.02% | 13,800 | 2,639 | 23.6% | $26.37万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $137.92万 | 0.02% | 15,918 | 12,723 | 398.2% | $110.24万 | 加仓 |
| — | PACER US EXPORT LEADERS ETF | $138.02万 | 0.02% | 23,519 | 485 | 2.1% | $2.85万 | 加仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $138.15万 | 0.02% | 13,067 | 12,615 | 2,790.9% | $133.37万 | 加仓 |
| FMAY | FT VEST U.S. EQUITY BUFFER FUND - MAY | $138.15万 | 0.02% | 26,165 | 10,639 | 68.5% | $56.17万 | 加仓 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $138.79万 | 0.02% | 11,382 | 655 | 6.1% | $7.99万 | 加仓 |
| AUSF | GLOBAL X ADAPTIVE U.S. FACTOR ETF | $138.90万 | 0.02% | 28,727 | -2,804 | -8.9% | -$13.56万 | 减仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $139.30万 | 0.02% | 27,323 | -5,291 | -16.2% | -$26.97万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 MAR ETF | $139.53万 | 0.02% | 40,931 | 19,130 | 87.7% | $65.21万 | 加仓 |
| — | WISDOMTREE MORTGAGE PLUS BOND FUND | $139.59万 | 0.02% | 31,580 | 6,045 | 23.7% | $26.72万 | 加仓 |
| — | ALLSPRING GLOBAL DIVIDEND OPPO COM | $139.87万 | 0.02% | 239,919 | 141,100 | 142.8% | $82.26万 | 加仓 |
| RDDT | REDDIT INC CL A | $139.97万 | 0.02% | 10,395 | 5,600 | 116.8% | $75.40万 | 加仓 |
| — | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | $140.00万 | 0.02% | 45,871 | 44,350 | 2,915.8% | $135.36万 | 加仓 |
| CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | $140.19万 | 0.02% | 13,968 | -94,523 | -87.1% | -$948.68万 | 减仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $140.37万 | 0.02% | 6,990 | 626 | 9.8% | $12.57万 | 加仓 |