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 |
|---|---|---|---|---|---|---|---|---|
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $342.72万 | 0.05% | 39,662 | 5,354 | 15.6% | $46.26万 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $343.31万 | 0.05% | 42,886 | 13,511 | 46.0% | $108.16万 | 加仓 |
| INCM | FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF | $346.10万 | 0.05% | 120,381 | 100,753 | 513.3% | $289.67万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $346.19万 | 0.05% | 149,092 | 18,794 | 14.4% | $43.64万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $347.68万 | 0.05% | 110,130 | 39,493 | 55.9% | $124.68万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $348.91万 | 0.05% | 42,560 | 24,914 | 141.2% | $204.25万 | 加仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $350.64万 | 0.05% | 49,835 | -3,338 | -6.3% | -$23.49万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $352.11万 | 0.05% | 33,935 | 4,822 | 16.6% | $50.03万 | 加仓 |
| DMAR | FT VEST US EQUITY DEEP BUFFER ETF - MARCH | $355.96万 | 0.05% | 83,953 | 51,751 | 160.7% | $219.42万 | 加仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $356.81万 | 0.06% | 39,610 | 30,831 | 351.2% | $277.73万 | 加仓 |
| — | ISHARES MSCI KOKUSAI ETF | $358.06万 | 0.06% | 26,870 | 26,870 | — | $358.06万 | 新建仓 |
| ILDR | FIRST TRUST INNOVATION LEADERS ETF | $358.07万 | 0.06% | 120,237 | 99,169 | 470.7% | $295.33万 | 加仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $358.17万 | 0.06% | 142,894 | -3,007 | -2.1% | -$7.54万 | 减仓 |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $360.42万 | 0.06% | 24,440 | -5,646 | -18.8% | -$83.26万 | 减仓 |
| — | FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF | $362.10万 | 0.06% | 153,172 | 139,622 | 1,030.4% | $330.07万 | 加仓 |
| ENB | ENBRIDGE INC COM | $362.49万 | 0.06% | 67,023 | 54,390 | 430.5% | $294.17万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $362.97万 | 0.06% | 146,673 | 21,376 | 17.1% | $52.90万 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $363.25万 | 0.06% | 71,295 | 5,829 | 8.9% | $29.70万 | 加仓 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $363.32万 | 0.06% | 158,308 | 48,336 | 44.0% | $110.93万 | 加仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $364.04万 | 0.06% | 77,422 | 2,464 | 3.3% | $11.59万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $367.28万 | 0.06% | 108,597 | 64,311 | 145.2% | $217.50万 | 加仓 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | $368.07万 | 0.06% | 73,132 | 8,748 | 13.6% | $44.03万 | 加仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $368.32万 | 0.06% | 84,497 | 15,941 | 23.3% | $69.49万 | 加仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $369.25万 | 0.06% | 53,685 | 4,631 | 9.4% | $31.85万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $374.59万 | 0.06% | 13,413 | 4,013 | 42.7% | $112.07万 | 加仓 |
| SCYB | SCHWAB HIGH YIELD BOND ETF | $375.24万 | 0.06% | 144,321 | 68,565 | 90.5% | $178.27万 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $376.10万 | 0.06% | 17,172 | -1,791 | -9.4% | -$39.23万 | 减仓 |
| — | STF TACTICAL GROWTH ETF | $376.72万 | 0.06% | 101,337 | -66,467 | -39.6% | -$247.09万 | 减仓 |
| CGMM | CAPITAL GROUP U.S. SMALL AND MID CAP ETF | $377.77万 | 0.06% | 128,667 | 70,095 | 119.7% | $205.80万 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $380.10万 | 0.06% | 39,306 | 10,087 | 34.5% | $97.54万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $381.24万 | 0.06% | 14,814 | 4,834 | 48.4% | $124.40万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $382.88万 | 0.06% | 41,308 | -19,432 | -32.0% | -$180.12万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $385.19万 | 0.06% | 49,907 | 8,246 | 19.8% | $63.64万 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $385.37万 | 0.06% | 17,158 | 9,131 | 113.8% | $205.08万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $385.66万 | 0.06% | 77,070 | 58,302 | 310.6% | $291.75万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $387.24万 | 0.06% | 20,188 | -7,142 | -26.1% | -$137.00万 | 减仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $387.88万 | 0.06% | 91,136 | 36,625 | 67.2% | $155.88万 | 加仓 |
| PLD | PROLOGIS INC. COM | $388.11万 | 0.06% | 29,362 | 4,129 | 16.4% | $54.58万 | 加仓 |
| DFEB | FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | $388.84万 | 0.06% | 82,086 | 9,709 | 13.4% | $45.99万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $389.71万 | 0.06% | 25,738 | 14,822 | 135.8% | $224.43万 | 加仓 |
| BP | BP PLC SPONSORED ADR | $390.66万 | 0.06% | 83,119 | 17,814 | 27.3% | $83.73万 | 加仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $390.69万 | 0.06% | 36,171 | 13,049 | 56.4% | $140.94万 | 加仓 |
| UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | $390.74万 | 0.06% | 83,107 | 603 | 0.7% | $2.84万 | 加仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $391.99万 | 0.06% | 21,796 | -6,347 | -22.6% | -$114.15万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $395.49万 | 0.06% | 9,710 | -187 | -1.9% | -$7.62万 | 减仓 |
| FDD | FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND | $397.99万 | 0.06% | 223,462 | 77,697 | 53.3% | $138.38万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $401.22万 | 0.06% | 82,302 | 48,982 | 147.0% | $238.78万 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $402.13万 | 0.06% | 5,524 | 304 | 5.8% | $22.13万 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF | $402.14万 | 0.06% | 17,014 | 8,792 | 106.9% | $207.81万 | 加仓 |
| PFE | PFIZER INC COM | $402.75万 | 0.06% | 143,430 | 45,601 | 46.6% | $128.05万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $407.99万 | 0.06% | 86,658 | 17,300 | 24.9% | $81.45万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $408.44万 | 0.06% | 27,986 | 13,871 | 98.3% | $202.44万 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JULY TRUST UNITS | $411.08万 | 0.06% | 200,098 | 32,694 | 19.5% | $67.17万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $412.94万 | 0.06% | 45,061 | 12,331 | 37.7% | $113.00万 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $412.97万 | 0.06% | 36,783 | 4,422 | 13.7% | $49.65万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $415.39万 | 0.06% | 37,601 | 5,187 | 16.0% | $57.30万 | 加仓 |
| KR | KROGER CO COM | $415.52万 | 0.06% | 57,422 | -1,136 | -1.9% | -$8.22万 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $419.42万 | 0.06% | 30,903 | 10,481 | 51.3% | $142.25万 | 加仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $427.18万 | 0.07% | 44,212 | 11,203 | 33.9% | $108.24万 | 加仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $428.69万 | 0.07% | 32,186 | 6,959 | 27.6% | $92.69万 | 加仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $428.97万 | 0.07% | 145,461 | 12,247 | 9.2% | $36.12万 | 加仓 |
| SSO | PROSHARES ULTRA S&P 500 | $433.72万 | 0.07% | 83,600 | 83,600 | — | $433.72万 | 新建仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $433.75万 | 0.07% | 34,663 | 1,970 | 6.0% | $24.65万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $437.76万 | 0.07% | 47,131 | 11,231 | 31.3% | $104.31万 | 加仓 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $439.79万 | 0.07% | 90,697 | 10,494 | 13.1% | $50.89万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $441.18万 | 0.07% | 53,315 | 14,359 | 36.9% | $118.82万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $442.54万 | 0.07% | 11,335 | 3,082 | 37.3% | $120.33万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $451.68万 | 0.07% | 10,592 | 2,050 | 24.0% | $87.42万 | 加仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $452.57万 | 0.07% | 90,297 | 12,881 | 16.6% | $64.56万 | 加仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $455.08万 | 0.07% | 112,171 | 59,755 | 114.0% | $242.43万 | 加仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $455.38万 | 0.07% | 85,871 | 1,594 | 1.9% | $8.45万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $457.74万 | 0.07% | 27,685 | 15,669 | 130.4% | $259.07万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $458.89万 | 0.07% | 18,932 | 7,691 | 68.4% | $186.42万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $460.62万 | 0.07% | 81,109 | -21,109 | -20.7% | -$119.88万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $460.65万 | 0.07% | 73,492 | -271 | -0.4% | -$1.70万 | 减仓 |
| MGEE | MGE ENERGY INC COM | $461.79万 | 0.07% | 59,747 | 12,587 | 26.7% | $97.29万 | 加仓 |
| SDVD | FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $463.74万 | 0.07% | 213,703 | 116,674 | 120.2% | $253.18万 | 加仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $463.76万 | 0.07% | 58,659 | -1,912 | -3.2% | -$15.12万 | 减仓 |
| — | CALAMOS LADDERED S&P 500 STRUCTURED ALT PROTECTION ETF | $465.19万 | 0.07% | 170,812 | 137,789 | 417.3% | $375.25万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $465.24万 | 0.07% | 14,155 | 2,885 | 25.6% | $94.82万 | 加仓 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $466.94万 | 0.07% | 55,155 | 8,230 | 17.5% | $69.68万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $474.93万 | 0.07% | 194,725 | -26,371 | -11.9% | -$64.32万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $475.14万 | 0.07% | 35,995 | 21,184 | 143.0% | $279.63万 | 加仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $480.12万 | 0.07% | 107,168 | -27,156 | -20.2% | -$121.66万 | 减仓 |
| SPBU | ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF | $480.53万 | 0.07% | 176,861 | 40,768 | 30.0% | $110.77万 | 加仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $481.28万 | 0.07% | 67,077 | 2,086 | 3.2% | $14.97万 | 加仓 |
| MRK | MERCK & CO INC COM | $481.52万 | 0.07% | 40,030 | 9,404 | 30.7% | $113.12万 | 加仓 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $485.74万 | 0.07% | 289,648 | 88,734 | 44.2% | $148.81万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $489.76万 | 0.08% | 17,259 | 7,988 | 86.2% | $226.68万 | 加仓 |
| RPM | RPM INTL INC COM | $490.42万 | 0.08% | 49,337 | 48,130 | 3,987.6% | $478.42万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $492.74万 | 0.08% | 296,655 | 296,655 | — | $492.74万 | 新建仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $492.79万 | 0.08% | 89,209 | 44,693 | 100.4% | $246.89万 | 加仓 |
| FFEB | FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY | $498.47万 | 0.08% | 89,251 | 21,735 | 32.2% | $121.39万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $500.66万 | 0.08% | 10,020 | 188 | 1.9% | $9.39万 | 加仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $503.78万 | 0.08% | 91,009 | -103,379 | -53.2% | -$572.26万 | 减仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $504.04万 | 0.08% | 30,419 | 5,837 | 23.7% | $96.72万 | 加仓 |
| DDEC | FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER | $506.87万 | 0.08% | 114,470 | 24,240 | 26.9% | $107.33万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $510.44万 | 0.08% | 8,445 | 2,562 | 43.5% | $154.85万 | 加仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $511.03万 | 0.08% | 128,625 | 16,188 | 14.4% | $64.31万 | 加仓 |
| EPS | WISDOMTREE U.S. LARGECAP FUND | $515.46万 | 0.08% | 75,680 | 14,716 | 24.1% | $100.23万 | 加仓 |