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 |
|---|---|---|---|---|---|---|---|---|
| IUSV | ISHARES CORE S&P US VALUE ETF | $276.99万 | 0.04% | 25,147 | 1,870 | 8.0% | $20.60万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $277.28万 | 0.04% | 1,399 | 257 | 22.5% | $50.94万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $280.18万 | 0.04% | 34,891 | 648 | 1.9% | $5.20万 | 加仓 |
| KR | KROGER CO COM | $280.51万 | 0.04% | 50,515 | -6,907 | -12.0% | -$38.35万 | 减仓 |
| GWX | STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $280.53万 | 0.04% | 64,107 | 5,899 | 10.1% | $25.81万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $280.95万 | 0.04% | 22,237 | -1,647 | -6.9% | -$20.81万 | 减仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $281.63万 | 0.04% | 26,338 | -9,833 | -27.2% | -$105.14万 | 减仓 |
| QCOM | QUALCOMM INC COM | $285.52万 | 0.04% | 15,451 | -660 | -4.1% | -$12.20万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $285.65万 | 0.04% | 2,920 | -1 | -0.0% | -$978 | 减仓 |
| ASB | ASSOCIATED BANC-CORP COM | $286.70万 | 0.04% | 93,175 | 233 | 0.3% | $7,169 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $287.78万 | 0.04% | 14,344 | 669 | 4.9% | $13.42万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $288.74万 | 0.04% | 50,112 | -2,073 | -4.0% | -$11.94万 | 减仓 |
| DIS | DISNEY WALT CO COM | $289.27万 | 0.04% | 30,055 | -1,910 | -6.0% | -$18.38万 | 减仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $290.31万 | 0.04% | 63,387 | 5,558 | 9.6% | $25.46万 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $290.42万 | 0.04% | 36,316 | 3,139 | 9.5% | $25.10万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $291.05万 | 0.04% | 8,535 | 10 | 0.1% | $3,410 | 加仓 |
| MPC | MARATHON PETE CORP COM | $292.49万 | 0.04% | 11,440 | 985 | 9.4% | $25.18万 | 加仓 |
| UUP | INVESCO DB US DOLLAR INDEX BULLISH FUND | $293.20万 | 0.04% | 103,204 | -14,642 | -12.4% | -$41.60万 | 减仓 |
| — | FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL | $294.58万 | 0.04% | 72,060 | 13,297 | 22.6% | $54.36万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $295.58万 | 0.04% | 51,104 | -589 | -1.1% | -$3.41万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $296.55万 | 0.04% | 13,414 | 13,414 | — | $296.55万 | 新建仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $297.95万 | 0.04% | 97,720 | 429 | 0.4% | $1.31万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $297.96万 | 0.04% | 53,055 | -1,633 | -3.0% | -$9.17万 | 减仓 |
| DOCT | FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER | $298.44万 | 0.04% | 63,933 | -5,354 | -7.7% | -$24.99万 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $298.48万 | 0.04% | 147,035 | -205 | -0.1% | -$4,161 | 减仓 |
| MMM | 3M CO COM | $298.91万 | 0.04% | 18,461 | -430 | -2.3% | -$6.96万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $299.54万 | 0.04% | 4 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $299.56万 | 0.04% | 8,791 | -768 | -8.0% | -$26.17万 | 减仓 |
| FISR | STATE STREET FIXED INCOME SECTOR ROTATION ETF | $299.87万 | 0.04% | 116,908 | -4,459 | -3.7% | -$11.44万 | 减仓 |
| AMGN | AMGEN INC COM | $300.38万 | 0.04% | 8,295 | -363 | -4.2% | -$13.15万 | 减仓 |
| HON | HONEYWELL INTL INC COM | $300.49万 | 0.04% | 13,421 | -14,350 | -51.7% | -$321.28万 | 减仓 |
| ALLW | STATE STREET BRIDGEWATER ALL WEATHER ETF | $301.53万 | 0.04% | 103,016 | 9,605 | 10.3% | $28.11万 | 加仓 |
| BP | BP PLC SPONSORED ADR | $302.22万 | 0.04% | 81,791 | -1,328 | -1.6% | -$4.91万 | 减仓 |
| — | GLOBAL X S&P 500 QUALITY DIVIDEND ETF | $302.36万 | 0.04% | 81,196 | 3,424 | 4.4% | $12.75万 | 加仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $303.12万 | 0.04% | 112,058 | 2,931 | 2.7% | $7.93万 | 加仓 |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | $304.62万 | 0.04% | 46,133 | 7,760 | 20.2% | $51.24万 | 加仓 |
| FOCT | FT VEST U.S. EQUITY BUFFER ETF - OCTOBER | $305.62万 | 0.04% | 58,447 | -8,506 | -12.7% | -$44.48万 | 减仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - MAY | $306.57万 | 0.04% | 153,054 | 153,054 | — | $306.57万 | 新建仓 |
| UNP | UNION PAC CORP COM | $307.50万 | 0.04% | 11,305 | 180 | 1.6% | $4.90万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $310.55万 | 0.04% | 28,856 | 3,607 | 14.3% | $38.82万 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $312.33万 | 0.04% | 93,345 | 11,771 | 14.4% | $39.39万 | 加仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $313.13万 | 0.04% | 40,425 | 815 | 2.1% | $6.31万 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $315.06万 | 0.04% | 32,693 | 18,786 | 135.1% | $181.04万 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $315.10万 | 0.04% | 67,150 | -1,424 | -2.1% | -$6.68万 | 减仓 |
| QDEC | FT VEST NASDAQ-100 BUFFER ETF - DECEMBER | $316.36万 | 0.04% | 88,841 | 1,891 | 2.2% | $6.73万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $316.50万 | 0.04% | 62,550 | -14,520 | -18.8% | -$73.47万 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $316.64万 | 0.04% | 33,807 | -744 | -2.2% | -$6.97万 | 减仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $317.10万 | 0.04% | 73,233 | 15,030 | 25.8% | $65.08万 | 加仓 |
| — | FT VEST BUFFERED ALLOCATION DEFENSIVE ETF | $317.42万 | 0.04% | 122,626 | 1,607 | 1.3% | $4.16万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $319.35万 | 0.04% | 12,858 | -555 | -4.1% | -$13.78万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $319.52万 | 0.04% | 10,720 | -34 | -0.3% | -$1.01万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | $319.91万 | 0.04% | 87,912 | 16,666 | 23.4% | $60.65万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $320.48万 | 0.04% | 9,475 | -139 | -1.4% | -$4.70万 | 减仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $321.49万 | 0.04% | 47,572 | 2,606 | 5.8% | $17.61万 | 加仓 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $321.70万 | 0.04% | 53,661 | 4,310 | 8.7% | $25.84万 | 加仓 |
| DMAY | FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY | $321.77万 | 0.04% | 68,288 | 3,242 | 5.0% | $15.28万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $322.08万 | 0.04% | 1,619 | 72 | 4.7% | $14.32万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY | $323.24万 | 0.04% | 124,394 | -312 | -0.3% | -$8,107 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $324.19万 | 0.04% | 107,453 | 26,721 | 33.1% | $80.62万 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $324.95万 | 0.04% | 19,649 | 12,820 | 187.7% | $212.01万 | 加仓 |
| PAPR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | $325.97万 | 0.04% | 77,245 | 2,482 | 3.3% | $10.47万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $327.71万 | 0.04% | 7,562 | -631 | -7.7% | -$27.34万 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $328.27万 | 0.04% | 47,233 | 1,100 | 2.4% | $7.65万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $329.34万 | 0.04% | 28,041 | 1,118 | 4.2% | $13.13万 | 加仓 |
| — | FIRST TRUST INTERMEDIATE GOVERNMENT OPPORTUNITIES ETF | $329.37万 | 0.04% | 163,146 | -4,313 | -2.6% | -$8.71万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $329.40万 | 0.04% | 172,280 | -634 | -0.4% | -$1.21万 | 减仓 |
| BLV | VANGUARD BD. IND. FDS. - LONG TERM BOND INDEX FUND | $329.50万 | 0.04% | 47,802 | -5,883 | -11.0% | -$40.55万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $329.60万 | 0.04% | 34,169 | -2,143 | -5.9% | -$20.67万 | 减仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $330.35万 | 0.04% | 60,404 | 1,067 | 1.8% | $5.84万 | 加仓 |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | $330.78万 | 0.04% | 49,869 | -619 | -1.2% | -$4.11万 | 减仓 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $331.89万 | 0.04% | 26,063 | 361 | 1.4% | $4.60万 | 加仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $332.20万 | 0.04% | 86,895 | -99,263 | -53.3% | -$379.48万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $334.54万 | 0.05% | 30,477 | 2,224 | 7.9% | $24.41万 | 加仓 |
| TGT | TARGET CORP COM | $334.62万 | 0.05% | 25,620 | 979 | 4.0% | $12.79万 | 加仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $335.31万 | 0.05% | 76,889 | -7,608 | -9.0% | -$33.18万 | 减仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $335.93万 | 0.05% | 19,360 | 18,159 | 1,512.0% | $315.09万 | 加仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $337.62万 | 0.05% | 77,615 | 8,085 | 11.6% | $35.17万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $338.36万 | 0.05% | 40,401 | 13 | 0.0% | $1,089 | 加仓 |
| PFE | PFIZER INC COM | $339.55万 | 0.05% | 141,011 | -2,419 | -1.7% | -$5.82万 | 减仓 |
| PSFF | PACER SWAN SOS FUND OF FUNDS ETF | $340.79万 | 0.05% | 99,327 | 394 | 0.4% | $1.35万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $341.76万 | 0.05% | 29,141 | 13,119 | 81.9% | $153.86万 | 加仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $342.27万 | 0.05% | 84,333 | 2,711 | 3.3% | $11.00万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $342.58万 | 0.05% | 32,953 | -3,042 | -8.5% | -$31.62万 | 减仓 |
| IOO | ISHARES GLOBAL 100 ETF | $343.49万 | 0.05% | 25,145 | 93 | 0.4% | $1.27万 | 加仓 |
| — | DIMENSIONAL US VECTOR EQUITY ETF | $344.78万 | 0.05% | 51,847 | 723 | 1.4% | $4.81万 | 加仓 |
| BA | BOEING CO COM | $347.90万 | 0.05% | 16,072 | -299 | -1.8% | -$6.47万 | 减仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $348.47万 | 0.05% | 152,970 | 23,419 | 18.1% | $53.35万 | 加仓 |
| SNDK | SANDISK CORP COM | $348.70万 | 0.05% | 1,534 | 1,304 | 567.0% | $296.41万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $351.79万 | 0.05% | 39,522 | 3,356 | 9.3% | $29.87万 | 加仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $352.76万 | 0.05% | 87,867 | 2,167 | 2.5% | $8.70万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $353.67万 | 0.05% | 18,803 | 1,029 | 5.8% | $19.35万 | 加仓 |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | $354.87万 | 0.05% | 71,904 | 44,228 | 159.8% | $218.28万 | 加仓 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $354.92万 | 0.05% | 78,748 | 5,270 | 7.2% | $23.75万 | 加仓 |
| CERY | STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 E | $355.15万 | 0.05% | 106,238 | 11,828 | 12.5% | $39.54万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $355.17万 | 0.05% | 46,307 | -3,600 | -7.2% | -$27.61万 | 减仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY | $356.04万 | 0.05% | 113,838 | -113 | -0.1% | -$3,534 | 减仓 |
| F | FORD MTR CO COM | $356.24万 | 0.05% | 256,289 | -4,167 | -1.6% | -$5.79万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $359.94万 | 0.05% | 97,862 | -10,735 | -9.9% | -$39.48万 | 减仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $361.15万 | 0.05% | 96,926 | 23,935 | 32.8% | $89.18万 | 加仓 |
| NUE | NUCOR CORP COM | $363.26万 | 0.05% | 16,308 | 87 | 0.5% | $1.94万 | 加仓 |