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 |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY TOTAL BOND ETF | $3,557.16万 | 0.48% | 781,949 | 17,961 | 2.4% | $81.71万 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $3,578.69万 | 0.48% | 718,902 | -11,718 | -1.6% | -$58.33万 | 减仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $3,607.70万 | 0.49% | 930,059 | 63,428 | 7.3% | $246.04万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $3,856.16万 | 0.52% | 1,015,848 | 45,206 | 4.7% | $171.60万 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $4,022.34万 | 0.54% | 301,864 | 36,797 | 13.9% | $490.32万 | 加仓 |
| CAT | CATERPILLAR INC COM | $4,044.12万 | 0.54% | 37,977 | 509 | 1.4% | $54.20万 | 加仓 |
| — | LIBERTY ONE TACTICAL INCOME ETF | $4,060.46万 | 0.55% | 1,560,574 | 125,018 | 8.7% | $325.28万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $4,103.23万 | 0.55% | 436,885 | -2,817 | -0.6% | -$26.46万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $4,105.70万 | 0.55% | 343,516 | -3,460 | -1.0% | -$41.35万 | 减仓 |
| — | LIBERTY ONE SPECTRUM ETF | $4,320.17万 | 0.58% | 1,594,641 | 1,594,641 | — | $4,320.17万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $4,366.79万 | 0.59% | 925,166 | 50,758 | 5.8% | $239.58万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $4,372.41万 | 0.59% | 184,786 | 1,485 | 0.8% | $35.14万 | 加仓 |
| AMZN | AMAZON COM INC COM | $4,417.16万 | 0.59% | 185,330 | -3,256 | -1.7% | -$77.60万 | 减仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $4,760.35万 | 0.64% | 1,140,749 | 45,097 | 4.1% | $188.19万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $4,898.20万 | 0.66% | 131,312 | 9,269 | 7.6% | $345.75万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $5,237.02万 | 0.71% | 587,109 | 43,582 | 8.0% | $388.75万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $5,259.95万 | 0.71% | 1,275,139 | 476 | 0.0% | $1.96万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $5,351.16万 | 0.72% | 1,085,868 | 2,499 | 0.2% | $12.32万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $5,355.84万 | 0.72% | 1,819,857 | 38,293 | 2.1% | $112.70万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $5,443.51万 | 0.73% | 764,009 | 91,521 | 13.6% | $652.08万 | 加仓 |
| ABBV | ABBVIE INC COM | $5,577.90万 | 0.75% | 221,662 | -6,363 | -2.8% | -$160.12万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $5,667.10万 | 0.76% | 386,463 | -798 | -0.2% | -$11.70万 | 减仓 |
| FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | $5,992.30万 | 0.81% | 2,873,314 | 98,941 | 3.6% | $206.34万 | 加仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $6,017.26万 | 0.81% | 162,611 | 1,771 | 1.1% | $65.53万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $6,279.89万 | 0.85% | 276,574 | -6,039 | -2.1% | -$137.12万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $6,514.22万 | 0.88% | 2,054,311 | 128,838 | 6.7% | $408.55万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $6,559.55万 | 0.88% | 327,830 | -2,661 | -0.8% | -$53.24万 | 减仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $6,617.42万 | 0.89% | 768,216 | 40,206 | 5.5% | $346.33万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $6,900.60万 | 0.93% | 785,230 | 43,654 | 5.9% | $383.63万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $7,254.53万 | 0.98% | 527,487 | -5,326 | -1.0% | -$73.25万 | 减仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $7,397.93万 | 1.00% | 912,649 | 25,422 | 2.9% | $206.07万 | 加仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $7,609.72万 | 1.02% | 3,413,963 | 195,967 | 6.1% | $436.81万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $7,667.83万 | 1.03% | 102,680 | 5,454 | 5.6% | $407.29万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $9,811.33万 | 1.32% | 2,685,827 | 69,535 | 2.7% | $254.01万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $9,838.43万 | 1.32% | 1,275,896 | 18,243 | 1.5% | $140.67万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $9,913.45万 | 1.33% | 132,375 | 8,913 | 7.2% | $667.49万 | 加仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $1.04亿 | 1.41% | 4,197,950 | 77,065 | 1.9% | $191.74万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $1.14亿 | 1.54% | 1,181,713 | 33,854 | 2.9% | $326.66万 | 加仓 |
| AAPL | APPLE INC COM | $1.31亿 | 1.77% | 453,496 | -6,141 | -1.3% | -$177.70万 | 减仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $1.73亿 | 2.33% | 4,017,829 | 187,438 | 4.9% | $808.61万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $2.16亿 | 2.91% | 293,296 | 15,080 | 5.4% | $1,110.49万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $2.85亿 | 3.84% | 414,994 | 19,820 | 5.0% | $1,361.26万 | 加仓 |