HARBOUR INVESTMENTS, INC.
MADISON WI · SEC CIK 0000810121
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| WMB | WILLIAMS COS INC COM | $152.74万 | 0.02% | 20,541 | -173 | -0.8% | -$1.29万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC COM | $152.84万 | 0.02% | 141,646 | -3,507 | -2.4% | -$3.78万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $153.11万 | 0.02% | 14,892 | -586 | -3.8% | -$6.02万 | 减仓 |
| FDX | FEDEX CORP COM | $153.60万 | 0.02% | 4,905 | -227 | -4.4% | -$7.11万 | 减仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $153.82万 | 0.02% | 15,587 | 13,531 | 658.1% | $133.53万 | 加仓 |
| — | INVESCO ESG NASDAQ 100 ETF | $154.11万 | 0.02% | 30,082 | 461 | 1.6% | $2.36万 | 加仓 |
| OCTW | ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF | $154.43万 | 0.02% | 37,749 | -8,715 | -18.8% | -$35.65万 | 减仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $154.65万 | 0.02% | 36,901 | 3,350 | 10.0% | $14.04万 | 加仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $155.18万 | 0.02% | 31,105 | 1,097 | 3.7% | $5.47万 | 加仓 |
| SILJ | AMPLIFY JUNIOR SILVER MINERS ETF | $156.62万 | 0.02% | 60,425 | 2,130 | 3.7% | $5.52万 | 加仓 |
| — | ALLSPRING GLOBAL DIVIDEND OPPO COM | $156.72万 | 0.02% | 239,994 | 75 | 0.0% | $490 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $156.74万 | 0.02% | 6,018 | 99 | 1.7% | $2.58万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $157.14万 | 0.02% | 20,646 | 7,850 | 61.3% | $59.75万 | 加仓 |
| — | FIRST TRUST FLEXIBLE MUNICIPAL HIGH INCOME ETF | $157.32万 | 0.02% | 90,569 | -9,860 | -9.8% | -$17.13万 | 减仓 |
| — | CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - DECEMBER | $157.41万 | 0.02% | 57,429 | -2,388 | -4.0% | -$6.55万 | 减仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $157.49万 | 0.02% | 77,332 | 5,045 | 7.0% | $10.27万 | 加仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $157.49万 | 0.02% | 62,570 | 24,703 | 65.2% | $62.18万 | 加仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $159.09万 | 0.02% | 43,466 | 11,926 | 37.8% | $43.65万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $159.21万 | 0.02% | 202,041 | -4,653 | -2.3% | -$3.67万 | 减仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $159.23万 | 0.02% | 31,987 | 1,336 | 4.4% | $6.65万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $159.97万 | 0.02% | 45,954 | -3,612 | -7.3% | -$12.57万 | 减仓 |
| PSCT | INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF | $160.09万 | 0.02% | 17,323 | 10,917 | 170.4% | $100.89万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $160.99万 | 0.02% | 89,787 | 6,621 | 8.0% | $11.87万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $161.55万 | 0.02% | 9,877 | 7,962 | 415.8% | $130.23万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $161.98万 | 0.02% | 126,547 | -125 | -0.1% | -$1,600 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $161.99万 | 0.02% | 16,818 | 3,178 | 23.3% | $30.61万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $162.14万 | 0.02% | 75,765 | -293 | -0.4% | -$6,270 | 减仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $162.45万 | 0.02% | 21,409 | -647 | -2.9% | -$4.91万 | 减仓 |
| XDEC | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER | $162.88万 | 0.02% | 38,026 | -15,102 | -28.4% | -$64.69万 | 减仓 |
| UFOX | DEFIANCE SPACE AND CONNECTIVE TECH ETF | $162.94万 | 0.02% | 17,145 | -10 | -0.1% | -$950 | 减仓 |
| — | INVESCO S&P 500 VALUE WITH MOMENTUM ETF | $163.53万 | 0.02% | 21,969 | 1,356 | 6.6% | $10.09万 | 加仓 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $164.18万 | 0.02% | 11,738 | 356 | 3.1% | $4.98万 | 加仓 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $164.41万 | 0.02% | 26,197 | 1,552 | 6.3% | $9.74万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $164.83万 | 0.02% | 9,827 | 910 | 10.2% | $15.26万 | 加仓 |
| ADBE | ADOBE INC COM | $164.90万 | 0.02% | 8,043 | 302 | 3.9% | $6.19万 | 加仓 |
| TDVG | T. ROWE PRICE DIVIDEND GROWTH ETF | $165.07万 | 0.02% | 33,667 | 1,284 | 4.0% | $6.30万 | 加仓 |
| FTNT | FORTINET INC COM | $165.73万 | 0.02% | 10,788 | 289 | 2.8% | $4.44万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $166.82万 | 0.02% | 21,324 | -630 | -2.9% | -$4.93万 | 减仓 |
| FFLG | FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF | $167.64万 | 0.02% | 48,340 | -2,583 | -5.1% | -$8.96万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $167.74万 | 0.02% | 4,872 | 108 | 2.3% | $3.72万 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $168.37万 | 0.02% | 15,600 | 380 | 2.5% | $4.10万 | 加仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $169.74万 | 0.02% | 86,535 | 5,045 | 6.2% | $9.90万 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $170.24万 | 0.02% | 1,003 | 11 | 1.1% | $1.87万 | 加仓 |
| — | PACER US EXPORT LEADERS ETF | $171.69万 | 0.02% | 22,645 | -874 | -3.7% | -$6.63万 | 减仓 |
| FAST | FASTENAL CO COM | $172.19万 | 0.02% | 35,850 | 30 | 0.1% | $1,441 | 加仓 |
| QMAR | FT VEST NASDAQ-100 BUFFER ETF - MARCH | $172.60万 | 0.02% | 46,355 | 1,883 | 4.2% | $7.01万 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH | $173.13万 | 0.02% | 40,513 | -4,630 | -10.3% | -$19.79万 | 减仓 |
| CGIB | CAPITAL GROUP INTERNATIONAL BOND ETF (USD-HEDGED) | $173.30万 | 0.02% | 67,880 | 6,217 | 10.1% | $15.87万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $173.34万 | 0.02% | 33,238 | -1,245 | -3.6% | -$6.49万 | 减仓 |
| XYZ | BLOCK INC CL A | $173.41万 | 0.02% | 22,817 | -1,787 | -7.3% | -$13.58万 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $173.86万 | 0.02% | 15,888 | 94 | 0.6% | $1.03万 | 加仓 |
| VTEI | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | $174.24万 | 0.02% | 17,257 | 3,457 | 25.1% | $34.91万 | 加仓 |
| OSIS | OSI SYSTEMS INC COM | $175.91万 | 0.02% | 8,044 | 3 | 0.0% | $656 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $176.12万 | 0.02% | 15,680 | -29 | -0.2% | -$3,257 | 减仓 |
| MLPA | GLOBAL X MLP ETF | $176.30万 | 0.02% | 33,213 | 816 | 2.5% | $4.33万 | 加仓 |
| IAI | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | $176.59万 | 0.02% | 10,072 | 9,945 | 7,830.7% | $174.37万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $176.82万 | 0.02% | 7,294 | -372 | -4.9% | -$9.02万 | 减仓 |
| HSY | HERSHEY CO COM | $177.31万 | 0.02% | 10,106 | -508 | -4.8% | -$8.91万 | 减仓 |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $178.41万 | 0.02% | 39,656 | -1,776 | -4.3% | -$7.99万 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $178.43万 | 0.02% | 14,698 | 1,273 | 9.5% | $15.45万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $178.88万 | 0.02% | 23,883 | 1,977 | 9.0% | $14.81万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $179.43万 | 0.02% | 16,853 | -918 | -5.2% | -$9.77万 | 减仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $180.79万 | 0.02% | 38,132 | 2,672 | 7.5% | $12.67万 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $181.68万 | 0.02% | 6,362 | 19 | 0.3% | $5,426 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $181.78万 | 0.02% | 9,609 | -1,265 | -11.6% | -$23.93万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER100 PROTECTION ETF | $181.92万 | 0.02% | 69,119 | 6,383 | 10.2% | $16.80万 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $183.15万 | 0.02% | 11,573 | -7,578 | -39.6% | -$119.92万 | 减仓 |
| HWKN | HAWKINS INC COM | $184.35万 | 0.02% | 12,973 | -376 | -2.8% | -$5.34万 | 减仓 |
| DSTL | DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | $184.44万 | 0.02% | 30,791 | -408 | -1.3% | -$2.44万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $185.49万 | 0.02% | 51,340 | 421 | 0.8% | $1.52万 | 加仓 |
| VCRB | VANGUARD CORE BOND ETF | $185.50万 | 0.02% | 24,018 | 1,003 | 4.4% | $7.75万 | 加仓 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $185.52万 | 0.02% | 36,996 | 1,214 | 3.4% | $6.09万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $186.15万 | 0.03% | 50,488 | 222 | 0.4% | $8,185 | 加仓 |
| FJAN | FT VEST US EQUITY BUFFER ETF - JANUARY | $186.70万 | 0.03% | 33,890 | -2,405 | -6.6% | -$13.25万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $187.10万 | 0.03% | 20,317 | 78 | 0.4% | $7,183 | 加仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $187.53万 | 0.03% | 32,188 | -993 | -3.0% | -$5.79万 | 减仓 |
| FMAY | FT VEST U.S. EQUITY BUFFER FUND - MAY | $187.94万 | 0.03% | 33,441 | 7,276 | 27.8% | $40.89万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME FD COM | $188.26万 | 0.03% | 245,449 | 5,835 | 2.4% | $4.48万 | 加仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $188.65万 | 0.03% | 19,730 | -5,320 | -21.2% | -$50.87万 | 减仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY | $189.05万 | 0.03% | 62,313 | -570 | -0.9% | -$1.73万 | 减仓 |
| GFEB | FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | $189.31万 | 0.03% | 42,997 | -993 | -2.3% | -$4.37万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC COM | $189.83万 | 0.03% | 9,215 | 5,382 | 140.4% | $110.87万 | 加仓 |
| RDDT | REDDIT INC CL A | $191.37万 | 0.03% | 11,025 | 630 | 6.1% | $10.94万 | 加仓 |
| BX | BLACKSTONE INC COM | $191.51万 | 0.03% | 16,276 | 316 | 2.0% | $3.72万 | 加仓 |
| WWD | WOODWARD INC COM | $193.19万 | 0.03% | 4,541 | 1,607 | 54.8% | $68.37万 | 加仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $193.21万 | 0.03% | 39,585 | -21 | -0.1% | -$1,025 | 减仓 |
| REM | ISHARES MORTGAGE REAL ESTATE ETF | $193.39万 | 0.03% | 87,705 | -3,481 | -3.8% | -$7.68万 | 减仓 |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | $193.84万 | 0.03% | 19,703 | 1,560 | 8.6% | $15.35万 | 加仓 |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JUNE | $194.82万 | 0.03% | 65,298 | 65,139 | 40,967.9% | $194.35万 | 加仓 |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $196.33万 | 0.03% | 39,196 | 1,336 | 3.5% | $6.69万 | 加仓 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $197.27万 | 0.03% | 47,557 | 2,159 | 4.8% | $8.96万 | 加仓 |
| JANW | ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF | $197.79万 | 0.03% | 51,143 | -2,974 | -5.5% | -$11.50万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $198.46万 | 0.03% | 5,602 | 16 | 0.3% | $5,668 | 加仓 |
| EFAX | STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | $199.02万 | 0.03% | 36,772 | -257 | -0.7% | -$1.39万 | 减仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $199.41万 | 0.03% | 26,349 | 702 | 2.7% | $5.31万 | 加仓 |
| FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND | $199.45万 | 0.03% | 21,889 | 3,080 | 16.4% | $28.06万 | 加仓 |
| PBW | INVESCO WILDERHILL CLEAN ENERGY ETF | $199.61万 | 0.03% | 51,169 | 8,423 | 19.7% | $32.86万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $199.92万 | 0.03% | 18,597 | -4,947 | -21.0% | -$53.18万 | 减仓 |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - MAY | $200.54万 | 0.03% | 66,012 | 64,452 | 4,131.5% | $195.81万 | 加仓 |
| FEBW | ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF | $200.77万 | 0.03% | 56,491 | -5,504 | -8.9% | -$19.56万 | 减仓 |