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 |
|---|---|---|---|---|---|---|---|---|
| FFLG | FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF | $141.62万 | 0.02% | 50,923 | 10,678 | 26.5% | $29.70万 | 加仓 |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $141.64万 | 0.02% | 25,885 | 4,346 | 20.2% | $23.78万 | 加仓 |
| — | Q3 ALL-SEASON ACTIVE ROTATION ETF | $141.65万 | 0.02% | 50,440 | 49,419 | 4,840.3% | $138.78万 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $141.70万 | 0.02% | 12,610 | -1,583 | -11.2% | -$17.79万 | 减仓 |
| — | INVESCO S&P 500 VALUE WITH MOMENTUM ETF | $141.88万 | 0.02% | 20,613 | 20,613 | — | $141.88万 | 新建仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $142.15万 | 0.02% | 30,008 | 4,498 | 17.6% | $21.31万 | 加仓 |
| OSK | OSHKOSH CORP COM | $142.63万 | 0.02% | 9,688 | 3,480 | 56.1% | $51.23万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $142.69万 | 0.02% | 49,699 | 30,772 | 162.6% | $88.35万 | 加仓 |
| AFLG | FIRST TRUST ACTIVE FACTOR LARGE CAP ETF | $142.79万 | 0.02% | 37,015 | 11,624 | 45.8% | $44.84万 | 加仓 |
| SPXL | DIREXION DAILY S&P 500 BULL 3X ETF | $143.63万 | 0.02% | 7,768 | 3,666 | 89.4% | $67.78万 | 加仓 |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | $143.82万 | 0.02% | 12,049 | 9,302 | 338.6% | $111.03万 | 加仓 |
| TDVG | T. ROWE PRICE DIVIDEND GROWTH ETF | $144.53万 | 0.02% | 32,383 | 16,882 | 108.9% | $75.34万 | 加仓 |
| DECW | ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF | $144.55万 | 0.02% | 43,265 | -5,611 | -11.5% | -$18.75万 | 减仓 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JANUARY | $144.74万 | 0.02% | 53,341 | 26,476 | 98.6% | $71.84万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $145.51万 | 0.02% | 5,070 | 3,672 | 262.7% | $105.39万 | 加仓 |
| URI | UNITED RENTALS INC COM | $145.63万 | 0.02% | 1,998 | 528 | 35.9% | $38.49万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $146.26万 | 0.02% | 5,919 | 3,299 | 125.9% | $81.52万 | 加仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $147.63万 | 0.02% | 72,287 | 19,937 | 38.1% | $40.72万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $147.76万 | 0.02% | 50,919 | 13,036 | 34.4% | $37.83万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $148.01万 | 0.02% | 15,478 | 242 | 1.6% | $2.31万 | 加仓 |
| XYZ | BLOCK INC CL A | $148.07万 | 0.02% | 24,604 | 2,414 | 10.9% | $14.53万 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $148.68万 | 0.02% | 15,220 | 3,973 | 35.3% | $38.81万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $149.18万 | 0.02% | 5,516 | 4,241 | 332.6% | $114.70万 | 加仓 |
| BSJT | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | $149.32万 | 0.02% | 70,984 | 10,758 | 17.9% | $22.63万 | 加仓 |
| TAN | INVESCO SOLAR ETF | $149.44万 | 0.02% | 26,825 | 25,432 | 1,825.7% | $141.68万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $149.48万 | 0.02% | 13,483 | 2,993 | 28.5% | $33.18万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC COM | $149.51万 | 0.02% | 145,153 | 84,003 | 137.4% | $86.52万 | 加仓 |
| QMAR | FT VEST NASDAQ-100 BUFFER ETF - MARCH | $149.51万 | 0.02% | 44,472 | -1,987 | -4.3% | -$6.68万 | 减仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $149.54万 | 0.02% | 86,340 | 65,549 | 315.3% | $113.53万 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $149.69万 | 0.02% | 9,799 | 2,402 | 32.5% | $36.69万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $150.66万 | 0.02% | 49,566 | 33,053 | 200.2% | $100.47万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $150.73万 | 0.02% | 20,714 | 14,038 | 210.3% | $102.15万 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $152.08万 | 0.02% | 10,487 | -7,671 | -42.2% | -$111.25万 | 减仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $152.47万 | 0.02% | 15,975 | 5,166 | 47.8% | $49.31万 | 加仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $152.60万 | 0.02% | 30,651 | 15,221 | 98.6% | $75.78万 | 加仓 |
| LIN | LINDE PLC SHS | $152.62万 | 0.02% | 3,078 | 1,569 | 104.0% | $77.80万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $152.71万 | 0.02% | 4,764 | 1,946 | 69.1% | $62.38万 | 加仓 |
| GIS | GENERAL MILLS INC COM | $152.88万 | 0.02% | 41,075 | 7,110 | 20.9% | $26.46万 | 加仓 |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | $152.96万 | 0.02% | 40,253 | 4,477 | 12.5% | $17.01万 | 加仓 |
| FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND | $153.54万 | 0.02% | 18,809 | 584 | 3.2% | $4.77万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $153.56万 | 0.02% | 29,571 | 1,918 | 6.9% | $9.96万 | 加仓 |
| NEM | NEWMONT CORP COM | $154.35万 | 0.02% | 14,260 | 4,935 | 52.9% | $53.42万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $154.45万 | 0.02% | 33,093 | 12,673 | 62.1% | $59.15万 | 加仓 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $154.84万 | 0.02% | 24,645 | 2,369 | 10.6% | $14.88万 | 加仓 |
| CGIB | CAPITAL GROUP INTERNATIONAL BOND ETF (USD-HEDGED) | $155.61万 | 0.02% | 61,663 | 26,363 | 74.7% | $66.53万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $155.63万 | 0.02% | 50,266 | 11,561 | 29.9% | $35.79万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $155.85万 | 0.02% | 206,694 | 109,824 | 113.4% | $82.81万 | 加仓 |
| — | PACER US CASH COWS GROWTH ETF | $156.01万 | 0.02% | 28,858 | 8,513 | 41.8% | $46.02万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $156.19万 | 0.02% | 126,672 | 68,357 | 117.2% | $84.28万 | 加仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $157.04万 | 0.02% | 11,045 | -31 | -0.3% | -$4,408 | 减仓 |
| CRM | SALESFORCE INC COM | $157.14万 | 0.02% | 8,418 | 4,062 | 93.3% | $75.83万 | 加仓 |
| IGLD | FT VEST GOLD STRATEGY TARGET INCOME ETF | $157.17万 | 0.02% | 61,564 | 37,346 | 154.2% | $95.34万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $157.48万 | 0.02% | 1,142 | 820 | 254.7% | $113.08万 | 加仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $157.69万 | 0.02% | 28,853 | 26,221 | 996.2% | $143.30万 | 加仓 |
| — | CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - DECEMBER | $158.96万 | 0.02% | 59,817 | 405 | 0.7% | $1.08万 | 加仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $159.93万 | 0.02% | 81,490 | 20,202 | 33.0% | $39.65万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $160.22万 | 0.02% | 21,906 | 13,810 | 170.6% | $101.01万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER100 PROTECTION ETF | $161.26万 | 0.02% | 62,736 | 12,216 | 24.2% | $31.40万 | 加仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - NOVEMBER | $161.35万 | 0.02% | 60,271 | 9,017 | 17.6% | $24.14万 | 加仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $161.36万 | 0.02% | 27,317 | 6,577 | 31.7% | $38.85万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $162.62万 | 0.03% | 34,483 | 21,236 | 160.3% | $100.15万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $163.81万 | 0.03% | 7,666 | 1,414 | 22.6% | $30.22万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $164.12万 | 0.03% | 3,560 | 1,067 | 42.8% | $49.19万 | 加仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $165.34万 | 0.03% | 30,991 | 20,655 | 199.8% | $110.20万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $165.50万 | 0.03% | 28,194 | 21,714 | 335.1% | $127.46万 | 加仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $165.69万 | 0.03% | 22,284 | 20,708 | 1,314.0% | $153.97万 | 加仓 |
| FAST | FASTENAL CO COM | $166.21万 | 0.03% | 35,820 | 13,482 | 60.4% | $62.56万 | 加仓 |
| CGHM | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | $166.92万 | 0.03% | 65,924 | 3,769 | 6.1% | $9.54万 | 加仓 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $167.25万 | 0.03% | 35,782 | 8,553 | 31.4% | $39.98万 | 加仓 |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $167.27万 | 0.03% | 37,860 | 3,830 | 11.3% | $16.92万 | 加仓 |
| — | FIRST TRUST FLEXIBLE MUNICIPAL HIGH INCOME ETF | $168.47万 | 0.03% | 100,429 | -21,230 | -17.5% | -$35.61万 | 减仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $168.61万 | 0.03% | 35,460 | 8,470 | 31.4% | $40.28万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $168.67万 | 0.03% | 24,338 | -4,267 | -14.9% | -$29.57万 | 减仓 |
| JRI | NUVEEN REAL ASSET INCOME & GRO COM | $169.59万 | 0.03% | 137,879 | 65,199 | 89.7% | $80.19万 | 加仓 |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | $169.72万 | 0.03% | 18,143 | 2,154 | 13.5% | $20.15万 | 加仓 |
| CIEN | CIENA CORP COM NEW | $169.73万 | 0.03% | 4,371 | 3,309 | 311.6% | $128.49万 | 加仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $170.53万 | 0.03% | 37,184 | 1,801 | 5.1% | $8.26万 | 加仓 |
| CMI | CUMMINS INC COM | $171.21万 | 0.03% | 3,182 | 1,538 | 93.6% | $82.75万 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $171.66万 | 0.03% | 992 | 89 | 9.9% | $15.40万 | 加仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY | $172.24万 | 0.03% | 62,883 | 3,317 | 5.6% | $9.09万 | 加仓 |
| SILJ | AMPLIFY JUNIOR SILVER MINERS ETF | $173.25万 | 0.03% | 58,295 | 19,182 | 49.0% | $57.01万 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $173.46万 | 0.03% | 7,412 | -2,478 | -25.1% | -$57.99万 | 减仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $174.07万 | 0.03% | 33,181 | 3,267 | 10.9% | $17.14万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $174.31万 | 0.03% | 15,794 | 4,449 | 39.2% | $49.10万 | 加仓 |
| MLPA | GLOBAL X MLP ETF | $174.52万 | 0.03% | 32,397 | 10,658 | 49.0% | $57.42万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $174.61万 | 0.03% | 16,022 | 4,103 | 34.4% | $44.72万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $175.02万 | 0.03% | 8,193 | 4,873 | 146.8% | $104.10万 | 加仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $176.66万 | 0.03% | 49,472 | 38,026 | 332.2% | $135.79万 | 加仓 |
| FEM | FIRST TRUST EMERGING MARKETS ALPHADEX FUND | $176.67万 | 0.03% | 58,981 | 45,416 | 334.8% | $136.04万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM COM | $177.29万 | 0.03% | 13,099 | 6,167 | 89.0% | $83.47万 | 加仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $177.65万 | 0.03% | 8,122 | 4,909 | 152.8% | $107.37万 | 加仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $177.72万 | 0.03% | 47,404 | 8,499 | 21.8% | $31.86万 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $177.97万 | 0.03% | 14,731 | 6,287 | 74.5% | $75.96万 | 加仓 |
| VCRB | VANGUARD CORE BOND ETF | $178.10万 | 0.03% | 23,015 | 22,780 | 9,693.6% | $176.28万 | 加仓 |
| OCTW | ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF | $178.75万 | 0.03% | 46,464 | -1,920 | -4.0% | -$7.39万 | 减仓 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $179.26万 | 0.03% | 31,902 | -93,035 | -74.5% | -$522.78万 | 减仓 |
| — | FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE | $179.26万 | 0.03% | 38,109 | 2,826 | 8.0% | $13.29万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME FD COM | $180.19万 | 0.03% | 239,614 | 115,645 | 93.3% | $86.97万 | 加仓 |
| DSTL | DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | $180.58万 | 0.03% | 31,199 | 2,171 | 7.5% | $12.57万 | 加仓 |
| GFEB | FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | $180.75万 | 0.03% | 43,990 | 12,363 | 39.1% | $50.80万 | 加仓 |