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 |
|---|---|---|---|---|---|---|---|---|
| JAVA | JPMORGAN ACTIVE VALUE ETF | $572.03万 | 0.08% | 72,035 | 4,958 | 7.4% | $39.37万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $578.68万 | 0.08% | 76,637 | -137 | -0.2% | -$1.03万 | 减仓 |
| SPBU | ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF | $580.02万 | 0.08% | 191,804 | 14,943 | 8.4% | $45.19万 | 加仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $582.58万 | 0.08% | 44,676 | -1,941 | -4.2% | -$25.31万 | 减仓 |
| FXZ | FIRST TRUST MATERIALS ALPHADEX FUND | $586.11万 | 0.08% | 73,781 | 40,573 | 122.2% | $322.31万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $586.34万 | 0.08% | 85,710 | 4,601 | 5.7% | $31.48万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $586.48万 | 0.08% | 99,437 | 5,764 | 6.2% | $34.00万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $590.69万 | 0.08% | 126,188 | -8,653 | -6.4% | -$40.50万 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $593.72万 | 0.08% | 68,701 | -17,563 | -20.4% | -$151.78万 | 减仓 |
| BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | $593.96万 | 0.08% | 212,660 | 11,215 | 5.6% | $31.32万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $593.96万 | 0.08% | 111,084 | -11,147 | -9.1% | -$59.60万 | 减仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $594.40万 | 0.08% | 171,692 | 26,231 | 18.0% | $90.81万 | 加仓 |
| PEP | PEPSICO INC COM | $599.02万 | 0.08% | 44,241 | -2,387 | -5.1% | -$32.32万 | 减仓 |
| FSK | FS KKR CAP CORP COM | $600.59万 | 0.08% | 571,995 | -26,871 | -4.5% | -$28.21万 | 减仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $600.68万 | 0.08% | 32,655 | 10,859 | 49.8% | $199.75万 | 加仓 |
| DNOV | FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER | $605.10万 | 0.08% | 117,838 | 102 | 0.1% | $5,238 | 加仓 |
| SCIO | FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF | $606.79万 | 0.08% | 293,563 | 19,786 | 7.2% | $40.90万 | 加仓 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $607.67万 | 0.08% | 310,509 | 20,861 | 7.2% | $40.82万 | 加仓 |
| EPS | WISDOMTREE U.S. LARGECAP FUND | $609.13万 | 0.08% | 78,304 | 2,624 | 3.5% | $20.41万 | 加仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $609.56万 | 0.08% | 101,105 | -23,704 | -19.0% | -$142.91万 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $618.55万 | 0.08% | 7,783 | 2,259 | 40.9% | $179.53万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $627.94万 | 0.08% | 38,226 | -1,979 | -4.9% | -$32.51万 | 减仓 |
| RTX | RTX CORPORATION COM | $628.50万 | 0.08% | 33,126 | -4,593 | -12.2% | -$87.14万 | 减仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $629.84万 | 0.08% | 101,407 | 11,110 | 12.3% | $69.00万 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $629.85万 | 0.08% | 156,953 | 7,450 | 5.0% | $29.90万 | 加仓 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $643.63万 | 0.09% | 109,257 | 3,672 | 3.5% | $21.63万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $646.79万 | 0.09% | 106,397 | 6,208 | 6.2% | $37.74万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $648.01万 | 0.09% | 72,122 | -1,370 | -1.9% | -$12.31万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $658.18万 | 0.09% | 17,611 | 352 | 2.0% | $13.16万 | 加仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $664.57万 | 0.09% | 161,696 | 8,955 | 5.9% | $36.81万 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $671.17万 | 0.09% | 48,798 | -154 | -0.3% | -$2.12万 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $671.96万 | 0.09% | 114,046 | 1,574 | 1.4% | $9.27万 | 加仓 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $672.76万 | 0.09% | 32,630 | -2,018 | -5.8% | -$41.61万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $672.91万 | 0.09% | 6,973 | 1,293 | 22.8% | $124.78万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $684.91万 | 0.09% | 46,780 | 351 | 0.8% | $5.14万 | 加仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $687.65万 | 0.09% | 70,456 | 883 | 1.3% | $8.62万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $687.89万 | 0.09% | 23,006 | -150 | -0.6% | -$4.49万 | 减仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $690.23万 | 0.09% | 139,299 | 12,898 | 10.2% | $63.91万 | 加仓 |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $691.30万 | 0.09% | 24,260 | -180 | -0.7% | -$5.13万 | 减仓 |
| GDEC | FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER | $694.86万 | 0.09% | 174,568 | -4,274 | -2.4% | -$17.01万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $694.90万 | 0.09% | 89,192 | -6,246 | -6.5% | -$48.66万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $697.84万 | 0.09% | 131,395 | -33,811 | -20.5% | -$179.57万 | 减仓 |
| LOW | LOWES COS INC COM | $701.55万 | 0.09% | 31,818 | -1,198 | -3.6% | -$26.41万 | 减仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $712.29万 | 0.10% | 105,431 | 4,679 | 4.6% | $31.61万 | 加仓 |
| XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $713.10万 | 0.10% | 136,740 | 12,696 | 10.2% | $66.21万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $720.67万 | 0.10% | 45,917 | -75 | -0.2% | -$1.18万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $726.40万 | 0.10% | 143,614 | 10,612 | 8.0% | $53.68万 | 加仓 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | $728.36万 | 0.10% | 49,785 | 2,030 | 4.3% | $29.70万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $747.96万 | 0.10% | 40,380 | 719 | 1.8% | $13.32万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $752.14万 | 0.10% | 47,406 | 6,099 | 14.8% | $96.77万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $761.25万 | 0.10% | 32,045 | -2,956 | -8.4% | -$70.22万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $770.11万 | 0.10% | 34,815 | -8 | -0.0% | -$1,770 | 减仓 |
| GLW | CORNING INC COM | $773.13万 | 0.10% | 30,268 | 15,906 | 110.8% | $406.28万 | 加仓 |
| T | AT&T INC COM | $774.04万 | 0.10% | 373,935 | -11,314 | -2.9% | -$23.42万 | 减仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $775.93万 | 0.10% | 80,159 | 4,145 | 5.5% | $40.12万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $775.99万 | 0.10% | 24,647 | 36 | 0.1% | $1.13万 | 加仓 |
| VV | VANGUARD MORNINGSTAR LARGE-CAP ETF | $784.85万 | 0.11% | 22,821 | 266 | 1.2% | $9.15万 | 加仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $787.64万 | 0.11% | 440,514 | 11,931 | 2.8% | $21.33万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $789.18万 | 0.11% | 35,408 | -1,106 | -3.0% | -$24.65万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $789.57万 | 0.11% | 7,807 | -121 | -1.5% | -$12.24万 | 减仓 |
| ETN | EATON CORP PLC SHS | $790.63万 | 0.11% | 18,554 | 167 | 0.9% | $7.12万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $807.41万 | 0.11% | 9,619 | -91 | -0.9% | -$7.64万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $808.94万 | 0.11% | 160,219 | 6,240 | 4.1% | $31.51万 | 加仓 |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETF | $811.41万 | 0.11% | 136,371 | -2,174 | -1.6% | -$12.94万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $820.04万 | 0.11% | 232,702 | 24,037 | 11.5% | $84.71万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $820.43万 | 0.11% | 114,028 | 4,089 | 3.7% | $29.42万 | 加仓 |
| BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $821.50万 | 0.11% | 155,941 | -8,175 | -5.0% | -$43.07万 | 减仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $827.66万 | 0.11% | 71,545 | -76 | -0.1% | -$8,792 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $828.89万 | 0.11% | 11,785 | 53 | 0.5% | $3.73万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $830.19万 | 0.11% | 85,959 | 5,420 | 6.7% | $52.35万 | 加仓 |
| SECT | MAIN SECTOR ROTATION ETF | $836.09万 | 0.11% | 116,026 | -17,077 | -12.8% | -$123.06万 | 减仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $836.69万 | 0.11% | 145,082 | 1,192 | 0.8% | $6.87万 | 加仓 |
| GEV | GE VERNOVA INC COM | $838.94万 | 0.11% | 7,141 | 691 | 10.7% | $81.18万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $842.93万 | 0.11% | 102,000 | -4,016 | -3.8% | -$33.19万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $847.32万 | 0.11% | 11,103 | -232 | -2.0% | -$17.70万 | 减仓 |
| SCHP | SCHWAB US TIPS ETF | $856.91万 | 0.12% | 323,361 | 7,799 | 2.5% | $20.67万 | 加仓 |
| MBB | ISHARES MBS ETF | $866.83万 | 0.12% | 91,708 | 3,190 | 3.6% | $30.15万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $869.69万 | 0.12% | 327,937 | 21,766 | 7.1% | $57.72万 | 加仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $870.29万 | 0.12% | 182,259 | 12,785 | 7.5% | $61.05万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $879.42万 | 0.12% | 75,377 | 461 | 0.6% | $5.38万 | 加仓 |
| INTC | INTEL CORP COM | $880.07万 | 0.12% | 63,028 | -5,844 | -8.5% | -$81.60万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $885.24万 | 0.12% | 32,054 | -1,881 | -5.5% | -$51.95万 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $885.38万 | 0.12% | 16,949 | 69 | 0.4% | $3.60万 | 加仓 |
| V | VISA INC COM CL A | $893.31万 | 0.12% | 26,037 | 57 | 0.2% | $1.96万 | 加仓 |
| MDIV | MULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $898.00万 | 0.12% | 543,420 | 56,757 | 11.7% | $93.79万 | 加仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $899.10万 | 0.12% | 325,171 | -113,394 | -25.9% | -$313.53万 | 减仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $910.45万 | 0.12% | 46,986 | -316 | -0.7% | -$6.12万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $912.90万 | 0.12% | 37,663 | 983 | 2.7% | $23.83万 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $918.82万 | 0.12% | 47,918 | 1,479 | 3.2% | $28.36万 | 加仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $923.12万 | 0.12% | 337,767 | -6,520 | -1.9% | -$17.82万 | 减仓 |
| SO | SOUTHERN CO COM | $927.17万 | 0.12% | 96,869 | -7,158 | -6.9% | -$68.51万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $931.21万 | 0.13% | 36,919 | 2,290 | 6.6% | $57.76万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $952.78万 | 0.13% | 177,724 | 11,695 | 7.0% | $62.70万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $954.33万 | 0.13% | 31,763 | -2,863 | -8.3% | -$86.02万 | 减仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $957.34万 | 0.13% | 189,571 | -4,909 | -2.5% | -$24.79万 | 减仓 |
| CSCO | CISCO SYS INC COM | $959.93万 | 0.13% | 81,724 | 5,347 | 7.0% | $62.81万 | 加仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $964.28万 | 0.13% | 15,049 | 894 | 6.3% | $57.28万 | 加仓 |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $966.09万 | 0.13% | 48,891 | -1,934 | -3.8% | -$38.22万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $972.17万 | 0.13% | 229,611 | -6,405 | -2.7% | -$27.12万 | 减仓 |
| ACYN | FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF | $985.34万 | 0.13% | 473,948 | 473,212 | 64,295.1% | $983.81万 | 加仓 |