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
FR FIRST INDL RLTY TR INC COM $122.32万0.02%19,951 -552-2.7% -$3.38万 减仓
— COHEN & STEERS SELECT PFD & IN COM $122.55万0.02%60,881 00.0% — 不变
PSI INVESCO SEMICONDUCTORS ETF $122.62万0.02%6,528 4978.2% $9.34万 加仓
AWK AMERICAN WTR WKS CO INC NEW COM $122.62万0.02%9,319 8,447968.7% $111.15万 加仓
SHOP SHOPIFY INC CL A SUB VTG SHS $123.08万0.02%10,780 -438-3.9% -$5.00万 减仓
LALT FIRST TRUST MULTI-STRATEGY ALTERNATIVE ETF $124.15万0.02%51,666 51,20611,131.7% $123.05万 加仓
EXR EXTRA SPACE STORAGE INC COM $125.21万0.02%8,618 5256.5% $7.63万 加仓
FTQI FIRST TRUST NASDAQ BUYWRITE INCOME ETF $125.40万0.02%56,769 12,88529.4% $28.46万 加仓
EPD ENTERPRISE PRODS PARTNERS L P COM $126.31万0.02%34,361 7052.1% $2.59万 加仓
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF $126.46万0.02%12,361 5294.5% $5.41万 加仓
DTE DTE ENERGY CO COM $126.74万0.02%8,318 871.1% $1.33万 加仓
ADI ANALOG DEVICES INC COM $126.83万0.02%3,193 -139-4.2% -$5.52万 减仓
BIBL INSPIRE 100 ETF $127.26万0.02%21,987 1,9349.6% $11.19万 加仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO OCTOBER 2027 $127.27万0.02%47,067 -2,892-5.8% -$7.82万 减仓
WELL WELLTOWER INC COM $127.69万0.02%5,626 1302.4% $2.95万 加仓
VXF VANGUARD EXTENDED MARKET ETF $127.73万0.02%5,188 -439-7.8% -$10.81万 减仓
GM GENERAL MTRS CO COM $128.26万0.02%16,640 360.2% $2,775 加仓
NULG NUVEEN ESG LARGE-CAP GROWTH ETF $128.26万0.02%10,957 5905.7% $6.91万 加仓
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND $129.27万0.02%5,951 -94-1.6% -$2.04万 减仓
JPME JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF $129.46万0.02%10,423 4194.2% $5.20万 加仓
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF $129.69万0.02%55,331 9,90421.8% $23.21万 加仓
— ISABELLA BK CORP COM $130.30万0.02%32,988 5,96722.1% $23.57万 加仓
FCX FREEPORT MCMORAN INC CL B $130.37万0.02%20,735 -7,459-26.5% -$46.90万 减仓
ANET ARISTA NETWORKS INC COM SHS $130.55万0.02%7,685 1,09916.7% $18.67万 加仓
RITM RITHM CAPITAL CORP COM NEW $130.87万0.02%139,374 1,9151.4% $1.80万 加仓
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF $131.76万0.02%13,404 -452-3.3% -$4.44万 减仓
— CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - NOVEMBER $131.93万0.02%47,654 -12,617-20.9% -$34.93万 减仓
IEF ISHARES 7-10 YEAR TREASURY BOND ETF $132.05万0.02%13,963 -2,012-12.6% -$19.03万 减仓
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF $132.24万0.02%27,271 1,8487.3% $8.96万 加仓
FUTY FIDELITY MSCI UTILITIES INDEX ETF $132.50万0.02%22,681 -4,636-17.0% -$27.08万 减仓
FEMB FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF $132.62万0.02%45,387 -426-0.9% -$1.24万 减仓
FITB FIFTH THIRD BANCORP COM $132.74万0.02%23,547 -276-1.2% -$1.56万 减仓
SHEL SHELL PLC SPON ADS $132.97万0.02%17,148 -4,062-19.2% -$31.50万 减仓
FAPR FT VEST U.S. EQUITY BUFFER ETF - APRIL $133.03万0.02%28,462 10,46058.1% $48.89万 加仓
JMUB JPMORGAN MUNICIPAL ETF $133.46万0.02%26,346 8713.4% $4.41万 加仓
CRM SALESFORCE INC COM $133.56万0.02%8,526 1081.3% $1.69万 加仓
FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND $133.57万0.02%12,049 8,450234.8% $93.67万 加仓
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF $133.63万0.02%43,869 1,7034.0% $5.19万 加仓
CLIP GLOBAL X 1-3 MONTH T-BILL ETF $133.89万0.02%13,343 -625-4.5% -$6.27万 减仓
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF $133.99万0.02%12,280 1441.2% $1.57万 加仓
VST VISTRA CORP COM $134.07万0.02%8,452 2,02531.5% $32.12万 加仓
UFO PROCURE SPACE ETF $134.08万0.02%26,461 26,448203,446.2% $134.01万 加仓
XYL XYLEM INC COM $134.29万0.02%11,360 2,07522.3% $24.53万 加仓
SPGP INVESCO S&P 500 GARP ETF $134.39万0.02%10,989 -601-5.2% -$7.35万 减仓
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF $134.59万0.02%26,390 -933-3.4% -$4.76万 减仓
ALAB ASTERA LABS INC COM $134.62万0.02%2,787 -115-4.0% -$5.55万 减仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - OCTOBER $134.72万0.02%59,849 -2,814-4.5% -$6.33万 减仓
FXN FIRST TRUST ENERGY ALPHADEX FUND $136.22万0.02%67,337 47,505239.5% $96.10万 加仓
ISRG INTUITIVE SURGICAL INC COM NEW $136.36万0.02%3,429 -131-3.7% -$5.21万 减仓
— ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF $136.42万0.02%38,305 -2,730-6.7% -$9.72万 减仓
XETYX EATON VANCE TAX-MANAGED DIVERS COM $136.51万0.02%93,887 4550.5% $6,616 加仓
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF $136.77万0.02%26,902 5452.1% $2.77万 加仓
EMHC STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF $137.18万0.02%53,921 7,57016.3% $19.26万 加仓
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF $137.23万0.02%44,127 5,34113.8% $16.61万 加仓
DELL DELL TECHNOLOGIES INC CL C $137.54万0.02%3,188 612.0% $2.63万 加仓
FLRT PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF $137.58万0.02%29,504 3,19612.1% $14.90万 加仓
PSX PHILLIPS 66 COM $137.89万0.02%8,157 -2,198-21.2% -$37.16万 减仓
CVS CVS HEALTH CORP COM $138.07万0.02%13,346 2361.8% $2.44万 加仓
AUSF GLOBAL X ADAPTIVE U.S. FACTOR ETF $138.29万0.02%28,303 -424-1.5% -$2.07万 减仓
NVO NOVO-NORDISK A S ADR $138.60万0.02%28,912 5,12821.6% $24.58万 加仓
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND $139.17万0.02%5,614 -1,376-19.7% -$34.11万 减仓
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF $139.21万0.02%12,994 -489-3.6% -$5.24万 减仓
— ALLIANZIM U.S. EQUITY BUFFER20 MAR ETF $139.36万0.02%38,593 -2,338-5.7% -$8.44万 减仓
CVLC CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF $139.67万0.02%14,784 2,92324.6% $27.61万 加仓
HR HEALTHCARE RLTY TR CL A COM $139.85万0.02%69,337 1,4332.1% $2.89万 加仓
JXN JACKSON FINANCIAL INC COM CL A $140.44万0.02%13,716 6495.0% $6.65万 加仓
CALF PACER US SMALL CAP CASH COWS ETF $141.61万0.02%27,981 -430-1.5% -$2.18万 减仓
PTNQ PACER TRENDPILOT 100 ETF $141.62万0.02%15,975 -77-0.5% -$6,826 减仓
THIR THOR INDEX ROTATION ETF $141.78万0.02%41,095 -249,991-85.9% -$862.47万 减仓
— ISHARES ETHEREUM TRUST ETF $142.25万0.02%119,635 55,49986.5% $65.99万 加仓
GMAY FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY $142.69万0.02%33,152 25,247319.4% $108.66万 加仓
ARM ARM HOLDINGS PLC SPONSORED ADS $142.76万0.02%4,026 1,84984.9% $65.57万 加仓
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF $143.13万0.02%35,525 3,76411.9% $15.17万 加仓
ETR ENTERGY CORP NEW COM $143.42万0.02%12,486 -124-1.0% -$1.42万 减仓
IHI ISHARES U.S. MEDICAL DEVICES ETF $143.67万0.02%29,078 -1,913-6.2% -$9.45万 减仓
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF $143.73万0.02%56,322 -42,177-42.8% -$107.64万 减仓
— FT VEST U.S. EQUITY MAX BUFFER ETF - OCTOBER $143.75万0.02%42,783 2,7746.9% $9.32万 加仓
XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF $143.78万0.02%31,545 -5,639-15.2% -$25.70万 减仓
RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF $144.03万0.02%18,573 -699-3.6% -$5.42万 减仓
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF $144.74万0.02%38,030 7,07022.8% $26.91万 加仓
RTO RENTOKIL INITIAL PLC SPONSORED ADR $144.85万0.02%50,629 -8,182-13.9% -$23.41万 减仓
STLD STEEL DYNAMICS INC COM $144.86万0.02%6,313 -34-0.5% -$7,802 减仓
— WISDOMTREE MORTGAGE PLUS BOND FUND $144.89万0.02%32,807 1,2273.9% $5.42万 加仓
EFA ISHARES MSCI EAFE ETF $145.57万0.02%14,014 -4,658-24.9% -$48.39万 减仓
USVM VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF $145.61万0.02%13,258 -152-1.1% -$1.67万 减仓
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF $146.33万0.02%15,332 -586-3.7% -$5.59万 减仓
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF $146.58万0.02%8,092 -30-0.4% -$5,434 减仓
OSK OSHKOSH CORP COM $147.76万0.02%9,627 -61-0.6% -$9,362 减仓
ELV ELEVANCE HEALTH INC FORMERLY A COM $147.88万0.02%3,824 39811.6% $15.39万 加仓
— DIMENSIONAL U.S. TARGETED VALUE ETF $148.11万0.02%21,189 1,1505.7% $8.04万 加仓
— CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JANUARY $148.43万0.02%53,039 -302-0.6% -$8,451 减仓
LHX L3HARRIS TECHNOLOGIES INC COM $149.36万0.02%5,140 -1,201-18.9% -$34.90万 减仓
DDWM WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND $149.92万0.02%32,463 3,26511.2% $15.08万 加仓
UL UNILEVER PLC SPON ADR NEW $150.09万0.02%24,966 2,59811.6% $15.62万 加仓
FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY $150.16万0.02%25,220 -665-2.6% -$3.96万 减仓
EMR EMERSON ELEC CO COM $150.48万0.02%10,512 -2-0.0% -$286 减仓
MS MORGAN STANLEY COM NEW $150.49万0.02%7,199 4576.8% $9.55万 加仓
GIS GENERAL MILLS INC COM $151.91万0.02%43,652 2,5776.3% $8.97万 加仓
BSJT INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF $151.92万0.02%71,895 9111.3% $1.92万 加仓
NSC NORFOLK SOUTHN CORP COM $152.54万0.02%4,849 -221-4.4% -$6.95万 减仓