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 |
|---|---|---|---|---|---|---|---|---|
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $520.79万 | 0.08% | 115,578 | 10,443 | 9.9% | $47.06万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $522.13万 | 0.08% | 94,043 | 23,141 | 32.6% | $128.48万 | 加仓 |
| BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | $529.20万 | 0.08% | 201,445 | 73,199 | 57.1% | $192.29万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $532.31万 | 0.08% | 115,542 | 20,517 | 21.6% | $94.52万 | 加仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $532.90万 | 0.08% | 46,617 | -936 | -2.0% | -$10.70万 | 减仓 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $541.49万 | 0.08% | 105,585 | 10,796 | 11.4% | $55.37万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $542.40万 | 0.08% | 21,797 | 742 | 3.5% | $18.46万 | 加仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $543.61万 | 0.08% | 152,741 | 128,956 | 542.2% | $458.96万 | 加仓 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $548.80万 | 0.08% | 161,195 | 18,007 | 12.6% | $61.31万 | 加仓 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $550.26万 | 0.08% | 34,648 | 5,047 | 17.1% | $80.15万 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $556.15万 | 0.09% | 149,503 | 23,832 | 19.0% | $88.66万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $557.83万 | 0.09% | 93,673 | 22,872 | 32.3% | $136.20万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $559.70万 | 0.09% | 8,203 | -260 | -3.1% | -$17.74万 | 减仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $562.10万 | 0.09% | 48,952 | 1,595 | 3.4% | $18.31万 | 加仓 |
| XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $562.79万 | 0.09% | 124,044 | 11,537 | 10.3% | $52.34万 | 加仓 |
| GEV | GE VERNOVA INC COM | $563.04万 | 0.09% | 6,450 | 1,210 | 23.1% | $105.62万 | 加仓 |
| DNOV | FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER | $564.02万 | 0.09% | 117,736 | 36,544 | 45.0% | $175.07万 | 加仓 |
| SCIO | FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF | $565.08万 | 0.09% | 273,777 | 199,574 | 269.0% | $411.92万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $566.87万 | 0.09% | 100,189 | -6,234 | -5.9% | -$35.27万 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $571.47万 | 0.09% | 112,472 | 15,845 | 16.4% | $80.51万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $572.64万 | 0.09% | 40,205 | 1,861 | 4.9% | $26.51万 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $584.35万 | 0.09% | 126,401 | 10,359 | 8.9% | $47.89万 | 加仓 |
| ORCL | ORACLE CORP COM | $588.65万 | 0.09% | 40,015 | 10,606 | 36.1% | $156.02万 | 加仓 |
| CSCO | CISCO SYS INC COM | $592.61万 | 0.09% | 76,377 | 36,850 | 93.2% | $285.92万 | 加仓 |
| MCK | MCKESSON CORP COM | $592.71万 | 0.09% | 6,849 | 1,453 | 26.9% | $125.74万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $594.86万 | 0.09% | 46,429 | 9,834 | 26.9% | $126.00万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $596.65万 | 0.09% | 100,752 | 49,498 | 96.6% | $293.13万 | 加仓 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | $597.08万 | 0.09% | 47,755 | 2,826 | 6.3% | $35.33万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $605.60万 | 0.09% | 41,307 | 12,872 | 45.3% | $188.72万 | 加仓 |
| FSK | FS KKR CAP CORP COM | $609.65万 | 0.09% | 598,866 | 152,192 | 34.1% | $154.93万 | 加仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $615.65万 | 0.10% | 69,573 | 12,327 | 21.5% | $109.08万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $620.76万 | 0.10% | 18,162 | 15,520 | 587.4% | $530.46万 | 加仓 |
| NFLX | NETFLIX INC. COM | $622.31万 | 0.10% | 64,724 | 9,275 | 16.7% | $89.18万 | 加仓 |
| — | HONEYWELL INTL INC COM | $627.72万 | 0.10% | 27,771 | 9,609 | 52.9% | $217.20万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $628.25万 | 0.10% | 34,629 | 4,615 | 15.4% | $83.73万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $630.61万 | 0.10% | 23,156 | 4,443 | 23.7% | $121.00万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $633.08万 | 0.10% | 134,841 | 25,069 | 22.8% | $117.70万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $636.17万 | 0.10% | 45,992 | 27,387 | 147.2% | $378.82万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $636.43万 | 0.10% | 208,665 | 98,865 | 90.0% | $301.54万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $641.44万 | 0.10% | 39,661 | 5,301 | 15.4% | $85.73万 | 加仓 |
| ETN | EATON CORP PLC SHS | $657.67万 | 0.10% | 18,387 | 5,194 | 39.4% | $185.78万 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $660.21万 | 0.10% | 34,823 | 2,284 | 7.0% | $43.30万 | 加仓 |
| GDEC | FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER | $662.07万 | 0.10% | 178,842 | 23,270 | 15.0% | $86.15万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $663.52万 | 0.10% | 133,002 | 83,475 | 168.5% | $416.44万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $670.75万 | 0.10% | 7,928 | -1,114 | -12.3% | -$94.25万 | 减仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $671.03万 | 0.10% | 71,644 | 20,431 | 39.9% | $191.36万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $674.07万 | 0.10% | 22,555 | 3,699 | 19.6% | $110.55万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $676.82万 | 0.10% | 76,774 | 16,768 | 27.9% | $147.82万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $683.25万 | 0.11% | 20,217 | 7,089 | 54.0% | $239.58万 | 加仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $684.45万 | 0.11% | 124,809 | -6,396 | -4.9% | -$35.08万 | 减仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $695.28万 | 0.11% | 143,890 | 46,112 | 47.2% | $222.81万 | 加仓 |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETF | $699.38万 | 0.11% | 138,545 | 15,240 | 12.4% | $76.93万 | 加仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $699.74万 | 0.11% | 71,621 | 486 | 0.7% | $4.75万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $699.77万 | 0.11% | 29,158 | -5,627 | -16.2% | -$135.04万 | 减仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $702.00万 | 0.11% | 76,014 | -24,590 | -24.4% | -$227.09万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $712.99万 | 0.11% | 155,369 | 83,098 | 115.0% | $381.34万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $723.58万 | 0.11% | 11,732 | 2,023 | 20.8% | $124.77万 | 加仓 |
| PEP | PEPSICO INC COM | $724.10万 | 0.11% | 46,628 | 12,854 | 38.1% | $199.61万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $725.49万 | 0.11% | 109,939 | 56,755 | 106.7% | $374.53万 | 加仓 |
| RTX | RTX CORPORATION COM | $727.61万 | 0.11% | 37,719 | 10,688 | 39.5% | $206.17万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $729.13万 | 0.11% | 80,539 | 28,055 | 53.5% | $253.98万 | 加仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $729.14万 | 0.11% | 47,302 | 23,841 | 101.6% | $367.50万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $739.61万 | 0.11% | 35,001 | -470 | -1.3% | -$9.93万 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $747.83万 | 0.12% | 86,264 | 74,097 | 609.0% | $642.35万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $748.33万 | 0.12% | 95,438 | 17,981 | 23.2% | $140.99万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $756.22万 | 0.12% | 27,947 | 5,735 | 25.8% | $155.18万 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $759.66万 | 0.12% | 46,439 | 15,798 | 51.6% | $258.43万 | 加仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $760.74万 | 0.12% | 428,583 | 8,856 | 2.1% | $15.72万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $767.71万 | 0.12% | 37,739 | 9,529 | 33.8% | $193.84万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $775.59万 | 0.12% | 153,979 | -9,146 | -5.6% | -$46.07万 | 减仓 |
| LOW | LOWES COS INC COM | $780.11万 | 0.12% | 33,016 | 24,417 | 284.0% | $576.93万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $781.89万 | 0.12% | 16,880 | 4,245 | 33.6% | $196.63万 | 加仓 |
| V | VISA INC COM CL A | $785.23万 | 0.12% | 25,980 | 6,780 | 35.3% | $204.92万 | 加仓 |
| MDIV | MULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $786.93万 | 0.12% | 486,663 | 68,116 | 16.3% | $110.14万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $799.38万 | 0.12% | 26,454 | 4,371 | 19.8% | $132.08万 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $802.17万 | 0.12% | 36,680 | 12,337 | 50.7% | $269.80万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $802.17万 | 0.12% | 306,171 | 158,361 | 107.1% | $414.91万 | 加仓 |
| SECT | MAIN SECTOR ROTATION ETF | $803.81万 | 0.12% | 133,103 | 128,248 | 2,641.6% | $774.49万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $808.72万 | 0.12% | 24,611 | 17,532 | 247.7% | $576.10万 | 加仓 |
| BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $810.90万 | 0.13% | 164,116 | 37,909 | 30.0% | $187.31万 | 加仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $811.45万 | 0.13% | 169,474 | 45,417 | 36.6% | $217.46万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $819.69万 | 0.13% | 166,029 | 17,296 | 11.6% | $85.39万 | 加仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $830.19万 | 0.13% | 186,158 | 53,121 | 39.9% | $236.90万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $832.89万 | 0.13% | 122,231 | 66,808 | 120.5% | $455.23万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $839.07万 | 0.13% | 36,514 | 6,375 | 21.2% | $146.49万 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $839.71万 | 0.13% | 315,562 | 21,378 | 7.3% | $56.89万 | 加仓 |
| MBB | ISHARES MBS ETF | $840.48万 | 0.13% | 88,518 | 7,594 | 9.4% | $72.11万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $842.57万 | 0.13% | 120,852 | 88,101 | 269.0% | $614.23万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $843.99万 | 0.13% | 106,016 | 74,195 | 233.2% | $590.66万 | 加仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $855.56万 | 0.13% | 39,612 | 947 | 2.4% | $20.45万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $858.74万 | 0.13% | 34,626 | 9,666 | 38.7% | $239.72万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $902.61万 | 0.14% | 302,786 | 252,633 | 503.7% | $753.10万 | 加仓 |
| THIR | THOR INDEX ROTATION ETF | $902.70万 | 0.14% | 291,086 | 287,690 | 8,471.4% | $892.17万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $918.54万 | 0.14% | 38,655 | 9,988 | 34.8% | $237.34万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $918.96万 | 0.14% | 130,943 | 49,820 | 61.4% | $349.64万 | 加仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $924.98万 | 0.14% | 89,482 | 14,876 | 19.9% | $153.77万 | 加仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $929.08万 | 0.14% | 353,801 | 134,299 | 61.2% | $352.67万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $933.84万 | 0.14% | 27,642 | 9,583 | 53.1% | $323.75万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $936.61万 | 0.14% | 50,825 | 19,503 | 62.3% | $359.40万 | 加仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $937.49万 | 0.14% | 344,287 | 50,491 | 17.2% | $137.49万 | 加仓 |