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 |
|---|---|---|---|---|---|---|---|---|
| GWX | STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $245.81万 | 0.04% | 58,208 | 4,438 | 8.3% | $18.74万 | 加仓 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $249.27万 | 0.04% | 25,702 | 4,714 | 22.5% | $45.72万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $249.48万 | 0.04% | 13,675 | -6,444 | -32.0% | -$117.56万 | 减仓 |
| RSPU | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | $249.57万 | 0.04% | 30,769 | 4,428 | 16.8% | $35.92万 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $252.36万 | 0.04% | 98,499 | 28,865 | 41.5% | $73.95万 | 加仓 |
| FXZ | FIRST TRUST MATERIALS ALPHADEX FUND | $253.08万 | 0.04% | 33,208 | 4,388 | 15.2% | $33.44万 | 加仓 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $253.94万 | 0.04% | 31,158 | 976 | 3.2% | $7.95万 | 加仓 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF - OCTOBER | $254.33万 | 0.04% | 93,645 | 6,791 | 7.8% | $18.44万 | 加仓 |
| IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $254.61万 | 0.04% | 70,179 | 20,650 | 41.7% | $74.92万 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $255.07万 | 0.04% | 25,350 | 20,770 | 453.5% | $208.99万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $255.31万 | 0.04% | 10,455 | 6,111 | 140.7% | $149.23万 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $256.14万 | 0.04% | 7,134 | 5,021 | 237.6% | $180.27万 | 加仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $259.34万 | 0.04% | 72,991 | 57,820 | 381.1% | $205.44万 | 加仓 |
| QJUN | FT VEST NASDAQ-100 BUFFER ETF - JUNE | $259.34万 | 0.04% | 83,003 | 728 | 0.9% | $2.27万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $260.37万 | 0.04% | 510,519 | 86,566 | 20.4% | $44.15万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $261.50万 | 0.04% | 2,921 | 1,769 | 153.6% | $158.37万 | 加仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $262.20万 | 0.04% | 57,829 | 4,268 | 8.0% | $19.35万 | 加仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $263.74万 | 0.04% | 97,143 | 22,177 | 29.6% | $60.21万 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $263.90万 | 0.04% | 33,177 | 27,265 | 461.2% | $216.88万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $268.02万 | 0.04% | 25,249 | 14,402 | 132.8% | $152.88万 | 加仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $269.13万 | 0.04% | 58,203 | 21,915 | 60.4% | $101.34万 | 加仓 |
| ALLW | STATE STREET BRIDGEWATER ALL WEATHER ETF | $269.49万 | 0.04% | 93,411 | 82,527 | 758.2% | $238.09万 | 加仓 |
| USB | US BANCORP COM NEW | $269.71万 | 0.04% | 51,857 | 25,340 | 95.6% | $131.79万 | 加仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $269.72万 | 0.04% | 29,787 | 27,204 | 1,053.2% | $246.33万 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $269.81万 | 0.04% | 59,337 | 2,668 | 4.7% | $12.13万 | 加仓 |
| UNP | UNION PAC CORP COM | $269.92万 | 0.04% | 11,125 | 3,490 | 45.7% | $84.68万 | 加仓 |
| TJX | TJX COS INC NEW COM | $270.85万 | 0.04% | 16,960 | 2,880 | 20.5% | $45.99万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $272.03万 | 0.04% | 34,243 | 11,768 | 52.4% | $93.49万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $272.56万 | 0.04% | 28,253 | 6,413 | 29.4% | $61.87万 | 加仓 |
| QDEC | FT VEST NASDAQ-100 BUFFER ETF - DECEMBER | $273.54万 | 0.04% | 86,950 | -4,469 | -4.9% | -$14.06万 | 减仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $273.60万 | 0.04% | 81,574 | 25,423 | 45.3% | $85.27万 | 加仓 |
| NUE | NUCOR CORP COM | $274.30万 | 0.04% | 16,221 | 11,142 | 219.4% | $188.41万 | 加仓 |
| MMM | 3M CO COM | $274.35万 | 0.04% | 18,891 | 9,896 | 110.0% | $143.72万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $275.70万 | 0.04% | 17,774 | 3,462 | 24.2% | $53.70万 | 加仓 |
| FNOV | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | $278.71万 | 0.04% | 52,198 | 9,040 | 20.9% | $48.27万 | 加仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $278.84万 | 0.04% | 66,899 | 66,521 | 17,598.1% | $277.26万 | 加仓 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $278.85万 | 0.04% | 49,351 | 4,957 | 11.2% | $28.01万 | 加仓 |
| — | GLOBAL X S&P 500 QUALITY DIVIDEND ETF | $286.02万 | 0.04% | 77,772 | 9,244 | 13.5% | $34.00万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $286.11万 | 0.04% | 80,732 | 9,297 | 13.0% | $32.95万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $287.26万 | 0.04% | 4 | 4 | — | $287.26万 | 新建仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $287.38万 | 0.04% | 44,966 | 1,216 | 2.8% | $7.77万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $288.52万 | 0.04% | 38,806 | -3,606 | -8.5% | -$26.81万 | 减仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $289.15万 | 0.04% | 85,700 | -291,166 | -77.3% | -$982.37万 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $289.87万 | 0.04% | 27,344 | 9,387 | 52.3% | $99.51万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $290.82万 | 0.04% | 9,614 | 3,600 | 59.9% | $108.90万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $290.95万 | 0.04% | 147,240 | 17,298 | 13.3% | $34.18万 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $291.41万 | 0.04% | 68,574 | 67,982 | 11,483.4% | $288.89万 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - APRIL | $291.90万 | 0.05% | 79,223 | -3,691 | -4.5% | -$13.60万 | 减仓 |
| DMAY | FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY | $292.24万 | 0.05% | 65,046 | 15,549 | 31.4% | $69.86万 | 加仓 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $294.93万 | 0.05% | 73,478 | 17,668 | 31.7% | $70.92万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $294.99万 | 0.05% | 97,291 | 37,229 | 62.0% | $112.88万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & I SH BEN INT | $295.85万 | 0.05% | 275,461 | 35,964 | 15.0% | $38.63万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $296.80万 | 0.05% | 129,551 | 50,977 | 64.9% | $116.79万 | 加仓 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | $296.83万 | 0.05% | 47,766 | 13,945 | 41.2% | $86.66万 | 加仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $296.87万 | 0.05% | 46,133 | 1,590 | 3.6% | $10.23万 | 加仓 |
| PAPR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | $297.56万 | 0.05% | 74,763 | 3,623 | 5.1% | $14.42万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $297.96万 | 0.05% | 51,693 | -7,306 | -12.4% | -$42.11万 | 减仓 |
| TGT | TARGET CORP COM | $298.65万 | 0.05% | 24,641 | 17,168 | 229.7% | $208.07万 | 加仓 |
| — | FT VEST BUFFERED ALLOCATION DEFENSIVE ETF | $300.25万 | 0.05% | 121,019 | 13,620 | 12.7% | $33.79万 | 加仓 |
| F | FORD MTR CO COM | $300.57万 | 0.05% | 260,456 | 103,058 | 65.5% | $118.93万 | 加仓 |
| DOCT | FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER | $300.90万 | 0.05% | 69,287 | 19,646 | 39.6% | $85.32万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER | $301.01万 | 0.05% | 113,373 | 24,191 | 27.1% | $64.23万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $301.70万 | 0.05% | 36,166 | 18,598 | 105.9% | $155.15万 | 加仓 |
| IOO | ISHARES GLOBAL 100 ETF | $303.06万 | 0.05% | 25,052 | 713 | 2.9% | $8.63万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $303.19万 | 0.05% | 40,388 | 11,237 | 38.5% | $84.35万 | 加仓 |
| — | DIMENSIONAL US VECTOR EQUITY ETF | $303.42万 | 0.05% | 51,124 | 51,124 | — | $303.42万 | 新建仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $303.57万 | 0.05% | 69,530 | 3,513 | 5.3% | $15.34万 | 加仓 |
| INTC | INTEL CORP COM | $303.92万 | 0.05% | 68,872 | 33,586 | 95.2% | $148.21万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER | $304.33万 | 0.05% | 118,761 | -77,925 | -39.6% | -$199.68万 | 减仓 |
| AMGN | AMGEN INC COM | $304.66万 | 0.05% | 8,658 | 2,540 | 41.5% | $89.38万 | 加仓 |
| ROUS | HARTFORD MULTIFACTOR US EQUITY ETF | $307.76万 | 0.05% | 52,127 | 41,637 | 396.9% | $245.83万 | 加仓 |
| DIS | DISNEY WALT CO COM | $308.09万 | 0.05% | 31,965 | 13,535 | 73.4% | $130.45万 | 加仓 |
| SFLR | INNOVATOR EQUITY MANAGED FLOOR ETF | $308.73万 | 0.05% | 87,186 | -23,299 | -21.1% | -$82.50万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $310.26万 | 0.05% | 5,651 | 1,068 | 23.3% | $58.64万 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $311.58万 | 0.05% | 9,559 | -400 | -4.0% | -$13.04万 | 减仓 |
| FISR | STATE STREET FIXED INCOME SECTOR ROTATION ETF | $312.16万 | 0.05% | 121,367 | 44,328 | 57.5% | $114.01万 | 加仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $313.30万 | 0.05% | 109,127 | 12,361 | 12.8% | $35.49万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $316.47万 | 0.05% | 52,185 | 19,240 | 58.4% | $116.68万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY | $316.63万 | 0.05% | 124,706 | 4,941 | 4.1% | $12.55万 | 加仓 |
| PSFF | PACER SWAN SOS FUND OF FUNDS ETF | $317.02万 | 0.05% | 98,933 | -358 | -0.4% | -$1.15万 | 减仓 |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | $317.92万 | 0.05% | 50,488 | 10,332 | 25.7% | $65.06万 | 加仓 |
| FOCT | FT VEST U.S. EQUITY BUFFER ETF - OCTOBER | $319.23万 | 0.05% | 66,953 | 20,549 | 44.3% | $97.98万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $319.32万 | 0.05% | 26,923 | 2,315 | 9.4% | $27.46万 | 加仓 |
| — | INNOVATOR PREMIUM INCOME 30 BARRIER ETF - OCTOBER | $323.69万 | 0.05% | 136,753 | 8,889 | 7.0% | $21.04万 | 加仓 |
| BA | BOEING CO COM | $325.84万 | 0.05% | 16,371 | 8,536 | 108.9% | $169.89万 | 加仓 |
| UUP | INVESCO DB US DOLLAR INDEX BULLISH FUND | $327.38万 | 0.05% | 117,846 | 117,846 | — | $327.38万 | 新建仓 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $330.55万 | 0.05% | 25,775 | 12,260 | 90.7% | $157.23万 | 加仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $330.90万 | 0.05% | 81,622 | 20,392 | 33.3% | $82.67万 | 加仓 |
| CERY | STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 E | $332.70万 | 0.05% | 94,410 | 26,393 | 38.8% | $93.01万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $332.87万 | 0.05% | 23,884 | 4,363 | 22.4% | $60.81万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $333.72万 | 0.05% | 172,914 | 43,217 | 33.3% | $83.41万 | 加仓 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - OCTOBER | $335.28万 | 0.05% | 142,794 | 8,246 | 6.1% | $19.36万 | 加仓 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL | $336.73万 | 0.05% | 137,309 | 8,003 | 6.2% | $19.63万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $336.76万 | 0.05% | 36,312 | 13,568 | 59.7% | $125.83万 | 加仓 |
| — | INNOVATOR PREMIUM INCOME 30 BARRIER ETF - APRIL | $336.97万 | 0.05% | 137,538 | 8,132 | 6.3% | $19.92万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $338.67万 | 0.05% | 35,937 | 21,297 | 145.5% | $200.70万 | 加仓 |
| O | REALTY INCOME CORP COM | $338.95万 | 0.05% | 55,401 | -12,292 | -18.2% | -$75.20万 | 减仓 |
| — | FIRST TRUST INTERMEDIATE GOVERNMENT OPPORTUNITIES ETF | $339.56万 | 0.05% | 167,459 | 13,274 | 8.6% | $26.92万 | 加仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY | $339.69万 | 0.05% | 113,951 | 113,651 | 37,883.7% | $338.80万 | 加仓 |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | $341.99万 | 0.05% | 39,340 | 30,179 | 329.4% | $262.35万 | 加仓 |