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 |
|---|---|---|---|---|---|---|---|---|
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $181.10万 | 0.03% | 45,398 | 15,086 | 49.8% | $60.18万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $181.24万 | 0.03% | 5,804 | 1,048 | 22.0% | $32.73万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $181.37万 | 0.03% | 18,672 | -9,674 | -34.1% | -$93.97万 | 减仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $181.97万 | 0.03% | 39,974 | 6,573 | 19.7% | $29.92万 | 加仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $182.06万 | 0.03% | 39,606 | 30,513 | 335.6% | $140.26万 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH | $182.78万 | 0.03% | 45,143 | -2,691 | -5.6% | -$10.90万 | 减仓 |
| FDX | FEDEX CORP COM | $182.79万 | 0.03% | 5,132 | 3,203 | 166.0% | $114.09万 | 加仓 |
| FJAN | FT VEST US EQUITY BUFFER ETF - JANUARY | $182.96万 | 0.03% | 36,295 | 16,751 | 85.7% | $84.44万 | 加仓 |
| BX | BLACKSTONE INC COM | $183.53万 | 0.03% | 15,960 | 7,273 | 83.7% | $83.64万 | 加仓 |
| EFAX | STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | $184.28万 | 0.03% | 37,029 | 1,355 | 3.8% | $6.74万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $185.14万 | 0.03% | 58,811 | -11,448 | -16.3% | -$36.04万 | 减仓 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $185.83万 | 0.03% | 10,220 | 8,596 | 529.3% | $156.30万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $186.02万 | 0.03% | 16,958 | 581 | 3.5% | $6.37万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $186.83万 | 0.03% | 20,239 | 247 | 1.2% | $2.28万 | 加仓 |
| DAUG | FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST | $186.98万 | 0.03% | 42,931 | 16,722 | 63.8% | $72.83万 | 加仓 |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $187.19万 | 0.03% | 41,432 | 7,773 | 23.1% | $35.12万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $187.28万 | 0.03% | 8,917 | 967 | 12.2% | $20.31万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $187.38万 | 0.03% | 55,882 | 30,174 | 117.4% | $101.17万 | 加仓 |
| ADBE | ADOBE INC COM | $188.17万 | 0.03% | 7,741 | 4,333 | 127.1% | $105.33万 | 加仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $188.36万 | 0.03% | 41,996 | 13,382 | 46.8% | $60.02万 | 加仓 |
| PSX | PHILLIPS 66 COM | $188.66万 | 0.03% | 10,355 | 6,276 | 153.9% | $114.34万 | 加仓 |
| BLK | BLACKROCK INC COM | $189.00万 | 0.03% | 1,965 | 164 | 9.1% | $15.77万 | 加仓 |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - FEBRUARY | $189.00万 | 0.03% | 67,296 | 66,001 | 5,096.6% | $185.37万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $189.27万 | 0.03% | 17,771 | 10,412 | 141.5% | $110.89万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $190.23万 | 0.03% | 21,954 | 8,230 | 60.0% | $71.31万 | 加仓 |
| URA | GLOBAL X URANIUM ETF | $190.29万 | 0.03% | 39,291 | 35,314 | 888.0% | $171.03万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $191.75万 | 0.03% | 5,586 | 2,611 | 87.8% | $89.63万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $192.27万 | 0.03% | 6,591 | 530 | 8.7% | $15.46万 | 加仓 |
| LW | LAMB WESTON HLDGS INC COM | $193.44万 | 0.03% | 45,774 | -15,125 | -24.8% | -$63.92万 | 减仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $194.03万 | 0.03% | 25,647 | 25,647 | — | $194.03万 | 新建仓 |
| GLW | CORNING INC COM | $195.28万 | 0.03% | 14,362 | 3,665 | 34.3% | $49.83万 | 加仓 |
| REM | ISHARES MORTGAGE REAL ESTATE ETF | $195.78万 | 0.03% | 91,186 | 1,109 | 1.2% | $2.38万 | 加仓 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $196.82万 | 0.03% | 19,937 | 11,016 | 123.5% | $108.75万 | 加仓 |
| FICS | FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF | $197.12万 | 0.03% | 50,498 | -8,708 | -14.7% | -$33.99万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $197.26万 | 0.03% | 21,210 | 14,093 | 198.0% | $131.07万 | 加仓 |
| JANW | ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF | $197.42万 | 0.03% | 54,117 | 18,796 | 53.2% | $68.57万 | 加仓 |
| IDU | ISHARES U.S. UTILITIES ETF | $197.50万 | 0.03% | 17,009 | 1,996 | 13.3% | $23.18万 | 加仓 |
| PDEC | INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $198.09万 | 0.03% | 46,609 | -3,514 | -7.0% | -$14.93万 | 减仓 |
| BSJU | INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF | $199.74万 | 0.03% | 78,053 | 14,183 | 22.2% | $36.29万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $202.71万 | 0.03% | 4,124 | 848 | 25.9% | $41.68万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $203.71万 | 0.03% | 28,321 | 5,190 | 22.4% | $37.33万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $204.42万 | 0.03% | 1,547 | 862 | 125.8% | $113.90万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $204.78万 | 0.03% | 17,288 | 16,709 | 2,885.8% | $197.92万 | 加仓 |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | $205.03万 | 0.03% | 38,373 | 5,877 | 18.1% | $31.40万 | 加仓 |
| HWKN | HAWKINS INC COM | $205.05万 | 0.03% | 13,349 | 13,349 | — | $205.05万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $205.81万 | 0.03% | 15,709 | 6,126 | 63.9% | $80.26万 | 加仓 |
| QLD | PROSHARES ULTRA QQQ | $207.14万 | 0.03% | 33,957 | 33,901 | 60,537.5% | $206.80万 | 加仓 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $207.20万 | 0.03% | 21,872 | 3,089 | 16.4% | $29.26万 | 加仓 |
| QCOM | QUALCOMM INC COM | $207.48万 | 0.03% | 16,111 | 6,742 | 72.0% | $86.82万 | 加仓 |
| FEBW | ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF | $207.56万 | 0.03% | 61,995 | 21,457 | 52.9% | $71.84万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $208.78万 | 0.03% | 10,754 | 1,175 | 12.3% | $22.81万 | 加仓 |
| — | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - JUNE | $209.50万 | 0.03% | 68,199 | 7,989 | 13.3% | $24.54万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $210.30万 | 0.03% | 21,629 | 14,968 | 224.7% | $145.54万 | 加仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $210.36万 | 0.03% | 79,985 | 5,663 | 7.6% | $14.89万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $210.72万 | 0.03% | 16,075 | 6,161 | 62.1% | $80.76万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $211.77万 | 0.03% | 23,637 | 8,593 | 57.1% | $76.99万 | 加仓 |
| ALL | ALLSTATE CORP COM | $211.90万 | 0.03% | 10,220 | 6,992 | 216.6% | $144.97万 | 加仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER | $212.39万 | 0.03% | 80,757 | 16,336 | 25.4% | $42.96万 | 加仓 |
| OSIS | OSI SYSTEMS INC COM | $213.51万 | 0.03% | 8,041 | -587 | -6.8% | -$15.59万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $213.83万 | 0.03% | 10,874 | 10,874 | — | $213.83万 | 新建仓 |
| XDEC | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER | $214.17万 | 0.03% | 53,128 | 26,553 | 99.9% | $107.04万 | 加仓 |
| C | CITIGROUP INC COM NEW | $215.53万 | 0.03% | 19,004 | 11,656 | 158.6% | $132.19万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $218.77万 | 0.03% | 194,806 | 142,569 | 272.9% | $160.11万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $218.87万 | 0.03% | 6,341 | 2,828 | 80.5% | $97.61万 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $219.74万 | 0.03% | 53,818 | 37,785 | 235.7% | $154.28万 | 加仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $220.04万 | 0.03% | 25,050 | 1,942 | 8.4% | $17.06万 | 加仓 |
| — | WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND | $220.58万 | 0.03% | 60,588 | 1,860 | 3.2% | $6.77万 | 加仓 |
| HSY | HERSHEY CO COM | $220.66万 | 0.03% | 10,614 | 1,174 | 12.4% | $24.41万 | 加仓 |
| — | FIRST TRUST INCOME OPPORTUNITIES ETF | $220.66万 | 0.03% | 98,049 | 65,839 | 204.4% | $148.17万 | 加仓 |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | $221.93万 | 0.03% | 12,461 | 7,868 | 171.3% | $140.13万 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $222.06万 | 0.03% | 20,305 | 11,801 | 138.8% | $129.06万 | 加仓 |
| SYY | SYSCO CORP COM | $222.39万 | 0.03% | 31,177 | -14,339 | -31.5% | -$102.28万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $222.56万 | 0.03% | 5,680 | 4,504 | 383.0% | $176.48万 | 加仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $225.66万 | 0.03% | 32,072 | 2,339 | 7.9% | $16.46万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $229.69万 | 0.04% | 34,551 | 29,660 | 606.4% | $197.18万 | 加仓 |
| — | BANK FIRST CORPORATION COM | $230.26万 | 0.04% | 17,049 | 17,049 | — | $230.26万 | 新建仓 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $230.27万 | 0.04% | 89,285 | 35,820 | 67.0% | $92.38万 | 加仓 |
| AFL | AFLAC INC COM | $230.49万 | 0.04% | 21,009 | 2,472 | 13.3% | $27.12万 | 加仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $231.62万 | 0.04% | 24,136 | 19,830 | 460.5% | $190.30万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $231.63万 | 0.04% | 23,544 | 12,274 | 108.9% | $120.75万 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY | $233.08万 | 0.04% | 124,243 | 124,243 | — | $233.08万 | 新建仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $233.19万 | 0.04% | 44,384 | 10,302 | 30.2% | $54.13万 | 加仓 |
| — | FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL | $233.67万 | 0.04% | 58,763 | -5,096 | -8.0% | -$20.26万 | 减仓 |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | $234.24万 | 0.04% | 46,237 | 17,502 | 60.9% | $88.67万 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JANUARY | $235.05万 | 0.04% | 65,066 | 774 | 1.2% | $2.80万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | $235.90万 | 0.04% | 71,246 | 50,525 | 243.8% | $167.29万 | 加仓 |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $237.33万 | 0.04% | 55,802 | 29,752 | 114.2% | $126.54万 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $238.01万 | 0.04% | 23,277 | 2,055 | 9.7% | $21.01万 | 加仓 |
| — | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - DECEMBER | $239.04万 | 0.04% | 80,512 | 18,113 | 29.0% | $53.78万 | 加仓 |
| FDEC | FT VEST US EQUITY BUFFER ETF - DECEMBER | $239.21万 | 0.04% | 48,112 | 6,281 | 15.0% | $31.23万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $240.00万 | 0.04% | 28,159 | 5,044 | 21.8% | $42.99万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP COM | $240.35万 | 0.04% | 92,942 | 53,896 | 138.0% | $139.38万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $240.62万 | 0.04% | 99,143 | -26,421 | -21.0% | -$64.12万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $240.70万 | 0.04% | 11,567 | 6,383 | 123.1% | $132.83万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $241.28万 | 0.04% | 5,559 | -292 | -5.0% | -$12.67万 | 减仓 |
| — | PROSHARES ULTRA TECHNOLOGY | $242.65万 | 0.04% | 30,950 | 349 | 1.1% | $2.74万 | 加仓 |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | $242.73万 | 0.04% | 55,864 | 10,479 | 23.1% | $45.53万 | 加仓 |
| DSEP | FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER | $242.83万 | 0.04% | 55,236 | 20,844 | 60.6% | $91.63万 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $244.62万 | 0.04% | 19,151 | 18,134 | 1,783.1% | $231.63万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $244.92万 | 0.04% | 27,611 | 5,096 | 22.6% | $45.20万 | 加仓 |