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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC COM | $990.66万 | 0.13% | 23,835 | -4,112 | -14.7% | -$170.91万 | 减仓 |
| VPU | VANGUARD UTILITIES ETF | $993.44万 | 0.13% | 50,755 | 1,890 | 3.9% | $36.99万 | 加仓 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $994.71万 | 0.13% | 27,200 | 746 | 2.8% | $27.28万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $996.84万 | 0.13% | 78,752 | -3,297 | -4.0% | -$41.73万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,004.06万 | 0.14% | 121,204 | 352 | 0.3% | $2.92万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1,009.52万 | 0.14% | 21,139 | 922 | 4.6% | $44.03万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,017.27万 | 0.14% | 18,059 | -200 | -1.1% | -$11.27万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $1,020.58万 | 0.14% | 61,570 | -1,487 | -2.4% | -$24.65万 | 减仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $1,025.87万 | 0.14% | 207,038 | 10,946 | 5.6% | $54.24万 | 加仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $1,029.40万 | 0.14% | 91,194 | 1,712 | 1.9% | $19.33万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,035.69万 | 0.14% | 136,653 | 5,710 | 4.4% | $43.28万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $1,062.13万 | 0.14% | 323,624 | 20,838 | 6.9% | $68.39万 | 加仓 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $1,068.93万 | 0.14% | 208,735 | -2,028 | -1.0% | -$10.39万 | 减仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $1,100.52万 | 0.15% | 119,350 | 3,030 | 2.6% | $27.94万 | 加仓 |
| KO | COCA COLA CO COM | $1,101.44万 | 0.15% | 135,528 | -1,608 | -1.2% | -$13.07万 | 减仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $1,102.22万 | 0.15% | 95,945 | 24,301 | 33.9% | $279.17万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $1,104.88万 | 0.15% | 32,228 | 3,070 | 10.5% | $105.25万 | 加仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $1,118.53万 | 0.15% | 427,246 | 73,445 | 20.8% | $192.28万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $1,118.86万 | 0.15% | 136,546 | 2,331 | 1.7% | $19.10万 | 加仓 |
| INCM | FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF | $1,131.96万 | 0.15% | 392,293 | 271,912 | 225.9% | $784.60万 | 加仓 |
| MGK | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $1,168.43万 | 0.16% | 132,912 | -1,128 | -0.8% | -$9.92万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $1,177.46万 | 0.16% | 16,286 | -1,876 | -10.3% | -$135.63万 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $1,179.35万 | 0.16% | 156,309 | -4,098 | -2.6% | -$30.92万 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $1,206.64万 | 0.16% | 136,282 | 514 | 0.4% | $4.55万 | 加仓 |
| EVTR | EATON VANCE TOTAL RETURN BOND ETF | $1,242.98万 | 0.17% | 245,116 | 8,237 | 3.5% | $41.77万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $1,254.21万 | 0.17% | 41,397 | 2,742 | 7.1% | $83.07万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $1,254.97万 | 0.17% | 107,473 | 5,443 | 5.3% | $63.56万 | 加仓 |
| LNT | ALLIANT ENERGY CORP COM | $1,258.73万 | 0.17% | 164,993 | -4,013 | -2.4% | -$30.62万 | 减仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $1,260.84万 | 0.17% | 185,391 | 8,633 | 4.9% | $58.71万 | 加仓 |
| HD | HOME DEPOT INC COM | $1,274.30万 | 0.17% | 36,132 | -37 | -0.1% | -$1.30万 | 减仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $1,281.39万 | 0.17% | 42,273 | 1,135 | 2.8% | $34.40万 | 加仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $1,293.14万 | 0.17% | 701,648 | 60,214 | 9.4% | $110.97万 | 加仓 |
| MCD | MCDONALDS CORP COM | $1,305.45万 | 0.18% | 48,295 | -1,672 | -3.3% | -$45.20万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $1,318.05万 | 0.18% | 254,548 | 33,606 | 15.2% | $174.01万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1,324.72万 | 0.18% | 111,331 | 3,759 | 3.5% | $44.73万 | 加仓 |
| XLSR | STATE STREET US SECTOR ROTATION ETF | $1,330.51万 | 0.18% | 205,136 | 24,939 | 13.8% | $161.75万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $1,340.06万 | 0.18% | 357,254 | -6,942 | -1.9% | -$26.04万 | 减仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $1,360.25万 | 0.18% | 40,642 | 1,030 | 2.6% | $34.47万 | 加仓 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $1,362.92万 | 0.18% | 470,460 | 35,618 | 8.2% | $103.19万 | 加仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $1,382.64万 | 0.19% | 271,371 | 29,954 | 12.4% | $152.62万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $1,396.50万 | 0.19% | 277,138 | -32,527 | -10.5% | -$163.90万 | 减仓 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $1,408.56万 | 0.19% | 57,968 | 518 | 0.9% | $12.59万 | 加仓 |
| WMT | WALMART INC COM | $1,421.16万 | 0.19% | 125,477 | -430 | -0.3% | -$4.87万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1,422.34万 | 0.19% | 193,753 | 2,259 | 1.2% | $16.58万 | 加仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $1,451.71万 | 0.20% | 423,609 | -6,708 | -1.6% | -$22.99万 | 减仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $1,513.74万 | 0.20% | 93,707 | 4,593 | 5.2% | $74.20万 | 加仓 |
| BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | $1,516.74万 | 0.20% | 386,233 | 8,515 | 2.3% | $33.44万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1,525.12万 | 0.21% | 80,050 | 5,004 | 6.7% | $95.34万 | 加仓 |
| — | Q3 ALL-SEASON TACTICAL ADVANTAGE ETF | $1,528.77万 | 0.21% | 600,798 | -141,422 | -19.1% | -$359.86万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1,550.15万 | 0.21% | 16,571 | -137 | -0.8% | -$12.82万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $1,564.55万 | 0.21% | 114,436 | 114,436 | — | $1,564.55万 | 新建仓 |
| DE | DEERE & CO COM | $1,568.41万 | 0.21% | 24,725 | -466 | -1.8% | -$29.56万 | 减仓 |
| TSLA | TESLA INC COM | $1,605.89万 | 0.22% | 38,181 | -29 | -0.1% | -$1.22万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $1,608.09万 | 0.22% | 101,759 | 1,300 | 1.3% | $20.54万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $1,679.42万 | 0.23% | 102,610 | 5,615 | 5.8% | $91.90万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,682.23万 | 0.23% | 113,426 | -7,378 | -6.1% | -$109.42万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,682.50万 | 0.23% | 33,624 | 77 | 0.2% | $3.85万 | 加仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $1,684.09万 | 0.23% | 281,951 | -898 | -0.3% | -$5.36万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $1,691.16万 | 0.23% | 186,374 | -6,227 | -3.2% | -$56.50万 | 减仓 |
| ESN | ESSENTIAL 40 STOCK ETF | $1,709.03万 | 0.23% | 859,522 | 132,429 | 18.2% | $263.32万 | 加仓 |
| AVGO | BROADCOM INC COM | $1,724.78万 | 0.23% | 45,659 | -3,711 | -7.5% | -$140.18万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,777.32万 | 0.24% | 69,981 | -9,719 | -12.2% | -$246.83万 | 减仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $1,828.56万 | 0.25% | 396,222 | 38,244 | 10.7% | $176.50万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $1,831.32万 | 0.25% | 231,725 | 49,318 | 27.0% | $389.76万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $1,834.76万 | 0.25% | 324,851 | 5,789 | 1.8% | $32.70万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1,837.67万 | 0.25% | 315,750 | 11,559 | 3.8% | $67.27万 | 加仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $1,853.53万 | 0.25% | 230,052 | -9,800 | -4.1% | -$78.96万 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1,970.62万 | 0.27% | 239,327 | 14,639 | 6.5% | $120.54万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1,986.55万 | 0.27% | 220,483 | 12,174 | 5.8% | $109.69万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2,022.27万 | 0.27% | 34,812 | -2,927 | -7.8% | -$170.03万 | 减仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $2,039.50万 | 0.27% | 159,636 | 6,803 | 4.5% | $86.91万 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $2,053.51万 | 0.28% | 485,120 | 47,272 | 10.8% | $200.10万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $2,060.44万 | 0.28% | 31,414 | -133 | -0.4% | -$8.72万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $2,064.43万 | 0.28% | 63,069 | -1,348 | -2.1% | -$44.12万 | 减仓 |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $2,100.59万 | 0.28% | 491,712 | 20,132 | 4.3% | $86.00万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $2,137.79万 | 0.29% | 480,619 | 21,709 | 4.7% | $96.56万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2,148.12万 | 0.29% | 359,880 | 17,188 | 5.0% | $102.60万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2,160.20万 | 0.29% | 71,110 | -898 | -1.2% | -$27.28万 | 减仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $2,181.05万 | 0.29% | 516,715 | 30,234 | 6.2% | $127.62万 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $2,219.10万 | 0.30% | 460,586 | -34,569 | -7.0% | -$166.55万 | 减仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $2,219.81万 | 0.30% | 456,188 | 11,105 | 2.5% | $54.04万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $2,254.08万 | 0.30% | 223,597 | 6,198 | 2.9% | $62.48万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $2,261.33万 | 0.30% | 447,169 | 8,606 | 2.0% | $43.52万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $2,291.42万 | 0.31% | 231,503 | -2,889 | -1.2% | -$28.60万 | 减仓 |
| MGV | VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | $2,341.91万 | 0.32% | 143,280 | 441 | 0.3% | $7.21万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,356.59万 | 0.32% | 65,943 | -2,183 | -3.2% | -$78.01万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2,485.14万 | 0.33% | 734,379 | 30,544 | 4.3% | $103.36万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $2,533.02万 | 0.34% | 119,050 | -59 | -0.0% | -$1.26万 | 减仓 |
| GLD | SPDR GOLD SHARES | $2,645.85万 | 0.36% | 71,824 | 4,576 | 6.8% | $168.57万 | 加仓 |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | $2,708.76万 | 0.36% | 911,428 | 53,741 | 6.3% | $159.72万 | 加仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $2,775.05万 | 0.37% | 127,337 | 6,430 | 5.3% | $140.13万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $2,800.85万 | 0.38% | 327,624 | 12,972 | 4.1% | $110.90万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $2,840.58万 | 0.38% | 24,609 | -3,033 | -11.0% | -$350.09万 | 减仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $2,864.02万 | 0.39% | 974,155 | 39,344 | 4.2% | $115.67万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $2,922.32万 | 0.39% | 603,409 | 15,265 | 2.6% | $73.93万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $3,049.85万 | 0.41% | 490,316 | 4,273 | 0.9% | $26.58万 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $3,186.66万 | 0.43% | 595,638 | -10,615 | -1.8% | -$56.79万 | 减仓 |
| LLY | ELI LILLY & CO COM | $3,320.43万 | 0.45% | 27,683 | 182 | 0.7% | $21.83万 | 加仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $3,331.08万 | 0.45% | 460,857 | -8,410 | -1.8% | -$60.79万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $3,369.69万 | 0.45% | 1,163,565 | 45,188 | 4.0% | $130.86万 | 加仓 |