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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC COM | $3,927.43万 | 0.61% | 188,586 | 50,674 | 36.7% | $1,055.32万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $3,942.07万 | 0.61% | 183,301 | 124,535 | 211.9% | $2,678.25万 | 加仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $4,027.62万 | 0.62% | 1,095,652 | 488,515 | 80.5% | $1,795.78万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $4,078.68万 | 0.63% | 439,702 | 38,443 | 9.6% | $356.60万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4,307.48万 | 0.66% | 672,488 | 83,707 | 14.2% | $536.17万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $4,517.59万 | 0.70% | 122,043 | 42,248 | 52.9% | $1,563.87万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $4,567.41万 | 0.70% | 1,781,564 | 5,892 | 0.3% | $15.11万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $4,608.48万 | 0.71% | 1,083,369 | 331,293 | 44.1% | $1,409.27万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $4,611.29万 | 0.71% | 543,527 | 110,899 | 25.6% | $940.87万 | 加仓 |
| ABBV | ABBVIE INC COM | $4,959.32万 | 0.77% | 228,025 | 55,990 | 32.5% | $1,217.73万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $4,966.09万 | 0.77% | 1,274,663 | 1,265,583 | 13,938.1% | $4,930.71万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $5,159.85万 | 0.80% | 160,840 | 53,820 | 50.3% | $1,726.58万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $5,299.54万 | 0.82% | 121,335 | 44,085 | 57.1% | $1,925.50万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $5,593.60万 | 0.86% | 387,261 | 110,429 | 39.9% | $1,595.04万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $5,676.03万 | 0.88% | 741,576 | 76,762 | 11.5% | $587.54万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $5,763.50万 | 0.89% | 330,491 | 75,725 | 29.7% | $1,320.58万 | 加仓 |
| FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | $5,815.09万 | 0.90% | 2,774,373 | 1,781,849 | 179.5% | $3,734.76万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $5,907.35万 | 0.91% | 1,925,473 | 312,441 | 19.4% | $958.57万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $5,967.38万 | 0.92% | 282,613 | 241,897 | 594.1% | $5,107.66万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $6,026.65万 | 0.93% | 532,813 | 439,239 | 469.4% | $4,968.23万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $6,057.99万 | 0.94% | 887,227 | 308,346 | 53.3% | $2,105.39万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $6,323.03万 | 0.98% | 97,226 | 11,689 | 13.7% | $760.19万 | 加仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $7,189.00万 | 1.11% | 3,217,996 | 398,433 | 14.1% | $890.10万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $8,064.55万 | 1.24% | 123,462 | 37,866 | 44.2% | $2,473.41万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $8,492.91万 | 1.31% | 1,257,653 | 3,416 | 0.3% | $23.07万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $8,835.22万 | 1.36% | 2,616,292 | 134,350 | 5.4% | $453.70万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $9,249.45万 | 1.43% | 1,147,859 | 374,341 | 48.4% | $3,016.44万 | 加仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $1.02亿 | 1.58% | 4,120,885 | 559,257 | 15.7% | $1,385.28万 | 加仓 |
| AAPL | APPLE INC COM | $1.17亿 | 1.80% | 459,637 | 188,638 | 69.6% | $4,787.19万 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $1.51亿 | 2.33% | 3,830,391 | 1,114,597 | 41.0% | $4,394.86万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1.61亿 | 2.48% | 278,216 | 2,672 | 1.0% | $154.22万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $2.36亿 | 3.64% | 395,174 | -67,113 | -14.5% | -$4,010.35万 | 减仓 |