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 |
|---|---|---|---|---|---|---|---|---|
| XHLF | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | $55.87万 | 0.01% | 11,100 | 10,952 | 7,400.0% | $55.13万 | 加仓 |
| TRP | TC ENERGY CORP COM | $55.85万 | 0.01% | 8,938 | 6,303 | 239.2% | $39.38万 | 加仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $55.81万 | 0.01% | 23,568 | 3,326 | 16.4% | $7.88万 | 加仓 |
| — | HIGH INCOME SECS FD SHS BEN INT | $55.71万 | 0.01% | 100,926 | 50,849 | 101.5% | $28.07万 | 加仓 |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $55.59万 | 0.01% | 21,153 | 3,359 | 18.9% | $8.83万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $55.48万 | 0.01% | 1,144 | 537 | 88.5% | $26.04万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $55.38万 | 0.01% | 8,571 | 6,097 | 246.4% | $39.39万 | 加仓 |
| R | RYDER SYS INC COM | $55.34万 | 0.01% | 2,703 | 2,135 | 375.9% | $43.71万 | 加仓 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY | $55.19万 | 0.01% | 16,265 | 10,666 | 190.5% | $36.19万 | 加仓 |
| NTSX | WISDOMTREE U.S. EFFICIENT CORE FUND | $55.08万 | 0.01% | 10,561 | 3,438 | 48.3% | $17.93万 | 加仓 |
| FEBT | ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF | $54.58万 | 0.01% | 14,572 | 9,041 | 163.5% | $33.86万 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $54.55万 | 0.01% | 20,718 | -3,948 | -16.0% | -$10.40万 | 减仓 |
| MTZ | MASTEC INC COM | $54.31万 | 0.01% | 1,688 | 1,364 | 421.0% | $43.89万 | 加仓 |
| BSMR | INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | $54.30万 | 0.01% | 22,954 | 4,501 | 24.4% | $10.65万 | 加仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $54.30万 | 0.01% | 29,686 | 2,062 | 7.5% | $3.77万 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $54.10万 | 0.01% | 16,285 | 1,995 | 14.0% | $6.63万 | 加仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $54.00万 | 0.01% | 23,566 | 2,334 | 11.0% | $5.35万 | 加仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $53.93万 | 0.01% | 5,753 | 1,621 | 39.2% | $15.20万 | 加仓 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $53.83万 | 0.01% | 5,322 | 203 | 4.0% | $2.05万 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $53.78万 | 0.01% | 1,266 | 410 | 47.9% | $17.42万 | 加仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - DECEMBER | $53.73万 | 0.01% | 16,446 | 3,892 | 31.0% | $12.71万 | 加仓 |
| — | RIVERNORTH MANAGED DUR MUN II COM | $53.60万 | 0.01% | 36,484 | 16,984 | 87.1% | $24.95万 | 加仓 |
| — | CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT | $53.54万 | 0.01% | 48,020 | -1,680 | -3.4% | -$1.87万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $53.54万 | 0.01% | 1,501 | 431 | 40.3% | $15.37万 | 加仓 |
| CI | THE CIGNA GROUP COM | $53.53万 | 0.01% | 2,006 | 947 | 89.4% | $25.27万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $53.49万 | 0.01% | 6,814 | 4,670 | 217.8% | $36.66万 | 加仓 |
| FIIG | FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF | $53.24万 | 0.01% | 25,660 | 1,004 | 4.1% | $2.08万 | 加仓 |
| BSMQ | INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | $52.93万 | 0.01% | 22,403 | 4,553 | 25.5% | $10.76万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $52.89万 | 0.01% | 4,215 | 23 | 0.5% | $2,886 | 加仓 |
| HAL | HALLIBURTON CO COM | $52.79万 | 0.01% | 13,538 | 8,218 | 154.5% | $32.04万 | 加仓 |
| — | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | $52.71万 | 0.01% | 11,381 | -1,708 | -13.0% | -$7.91万 | 减仓 |
| FLS | FLOWSERVE CORP COM | $52.51万 | 0.01% | 7,143 | 4,176 | 140.7% | $30.70万 | 加仓 |
| JBL | JABIL INC COM | $52.49万 | 0.01% | 1,975 | 1,929 | 4,193.5% | $51.27万 | 加仓 |
| RKLB | ROCKET LAB CORP COM | $52.37万 | 0.01% | 8,154 | 3,513 | 75.7% | $22.56万 | 加仓 |
| NKE | NIKE INC CL B | $52.29万 | 0.01% | 9,900 | 4,402 | 80.1% | $23.25万 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOBAL COM | $52.07万 | 0.01% | 59,305 | 40,034 | 207.7% | $35.15万 | 加仓 |
| — | INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF | $51.97万 | 0.01% | 13,441 | 3,824 | 39.8% | $14.79万 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $51.97万 | 0.01% | 10,404 | 5,864 | 129.2% | $29.29万 | 加仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $51.94万 | 0.01% | 9,758 | 3,996 | 69.4% | $21.27万 | 加仓 |
| NOW | SERVICENOW INC COM | $51.89万 | 0.01% | 4,963 | 2,495 | 101.1% | $26.09万 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $51.81万 | 0.01% | 3,555 | 2,254 | 173.3% | $32.85万 | 加仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $51.72万 | 0.01% | 36,165 | -1,300 | -3.5% | -$1.86万 | 减仓 |
| — | CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - SEPTEMBER | $51.66万 | 0.01% | 19,012 | -547 | -2.8% | -$1.49万 | 减仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - FEBRUARY | $51.43万 | 0.01% | 27,172 | 27,172 | — | $51.43万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $51.33万 | 0.01% | 3,127 | 1,370 | 78.0% | $22.49万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $51.28万 | 0.01% | 9,106 | 3,781 | 71.0% | $21.29万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD COM | $51.25万 | 0.01% | 23,412 | 123 | 0.5% | $2,693 | 加仓 |
| NVT | NVENT ELEC PLC SHS | $51.14万 | 0.01% | 4,325 | 1,780 | 69.9% | $21.05万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $51.10万 | 0.01% | 3,026 | 508 | 20.2% | $8.58万 | 加仓 |
| FEP | FIRST TRUST EUROPE ALPHADEX FUND | $50.82万 | 0.01% | 9,305 | -21,783 | -70.1% | -$118.96万 | 减仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $50.67万 | 0.01% | 8,092 | 1,389 | 20.7% | $8.70万 | 加仓 |
| — | INNOVATOR EQUITY MANAGED 100 BUFFER ETF | $50.48万 | 0.01% | 19,150 | -54,585 | -74.0% | -$143.89万 | 减仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $50.34万 | 0.01% | 4,212 | -6,378 | -60.2% | -$76.23万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO COM | $50.31万 | 0.01% | 13,392 | 6,262 | 87.8% | $23.53万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $50.23万 | 0.01% | 6,273 | 3,365 | 115.7% | $26.95万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $50.20万 | 0.01% | 29,337 | 18,015 | 159.1% | $30.82万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $50.19万 | 0.01% | 3,971 | 1,411 | 55.1% | $17.83万 | 加仓 |
| LEN | LENNAR CORP CL A | $50.17万 | 0.01% | 5,777 | 4,877 | 541.9% | $42.35万 | 加仓 |
| ZALT | INNOVATOR U.S. EQUITY 10 BUFFER ETF - QUARTERLY | $50.17万 | 0.01% | 15,455 | -17,965 | -53.8% | -$58.31万 | 减仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $49.95万 | 0.01% | 12,165 | 12,165 | — | $49.95万 | 新建仓 |
| FUMB | FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF | $49.89万 | 0.01% | 24,884 | -32,053 | -56.3% | -$64.27万 | 减仓 |
| BMI | BADGER METER INC COM | $49.89万 | 0.01% | 3,274 | 2,510 | 328.5% | $38.25万 | 加仓 |
| CME | CME GROUP INC COM | $49.87万 | 0.01% | 1,688 | 430 | 34.2% | $12.70万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $49.86万 | 0.01% | 9,909 | 2,008 | 25.4% | $10.10万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $49.45万 | 0.01% | 640 | 429 | 203.3% | $33.15万 | 加仓 |
| IXN | ISHARES GLOBAL TECH ETF | $49.35万 | 0.01% | 4,936 | 256 | 5.5% | $2.56万 | 加仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $49.18万 | 0.01% | 3,651 | 1,469 | 67.3% | $19.79万 | 加仓 |
| IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $49.02万 | 0.01% | 24,859 | 5,793 | 30.4% | $11.42万 | 加仓 |
| GNTX | GENTEX CORP COM | $48.72万 | 0.01% | 22,295 | 22,250 | 49,444.4% | $48.62万 | 加仓 |
| SMIZ | ZACKS SMALL/MID CAP ETF | $48.60万 | 0.01% | 13,109 | 2,094 | 19.0% | $7.76万 | 加仓 |
| — | FT VEST GOLD STRATEGY QUARTERLY BUFFER ETF | $48.55万 | 0.01% | 28,328 | 7,759 | 37.7% | $13.30万 | 加仓 |
| PLXS | PLEXUS CORP COM | $48.49万 | 0.01% | 2,394 | 1,991 | 494.0% | $40.33万 | 加仓 |
| — | CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - MARCH | $48.48万 | 0.01% | 18,601 | 66 | 0.4% | $1,720 | 加仓 |
| FLXR | TCW FLEXIBLE INCOME ETF | $48.48万 | 0.01% | 12,345 | 7,637 | 162.2% | $29.99万 | 加仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $48.30万 | 0.01% | 12,235 | 3,658 | 42.6% | $14.44万 | 加仓 |
| XPO | XPO INC COM | $48.25万 | 0.01% | 2,480 | 2,389 | 2,625.3% | $46.48万 | 加仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $48.15万 | 0.01% | 8,309 | -21,341 | -72.0% | -$123.66万 | 减仓 |
| — | CHART INDS INC COM | $48.11万 | 0.01% | 2,327 | 738 | 46.4% | $15.26万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $48.10万 | 0.01% | 4,054 | 1,953 | 93.0% | $23.17万 | 加仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF | $48.05万 | 0.01% | 16,652 | -5,448 | -24.7% | -$15.72万 | 减仓 |
| — | STRIVE U.S. SEMICONDUCTOR ETF | $47.69万 | 0.01% | 6,621 | 1,011 | 18.0% | $7.28万 | 加仓 |
| ECHO | ECHOSTAR CORP CL A | $47.67万 | 0.01% | 4,072 | 4,007 | 6,164.6% | $46.91万 | 加仓 |
| MSTR | STRATEGY INC CL A NEW | $47.56万 | 0.01% | 3,810 | 904 | 31.1% | $11.28万 | 加仓 |
| PPH | VANECK PHARMACEUTICAL ETF | $47.34万 | 0.01% | 4,556 | 90 | 2.0% | $9,351 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $47.19万 | 0.01% | 1,061 | 90 | 9.3% | $4.00万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $47.17万 | 0.01% | 6,626 | 2,883 | 77.0% | $20.52万 | 加仓 |
| UPRO | PROSHARES ULTRAPRO S&P500 | $47.14万 | 0.01% | 4,861 | 4,850 | 44,090.9% | $47.04万 | 加仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $47.02万 | 0.01% | 50,238 | 10,166 | 25.4% | $9.52万 | 加仓 |
| GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | $46.98万 | 0.01% | 11,522 | 7,868 | 215.3% | $32.08万 | 加仓 |
| HTAB | HARTFORD SCHRODERS TAX-AWARE BOND ETF | $46.96万 | 0.01% | 24,718 | 1,042 | 4.4% | $1.98万 | 加仓 |
| HFSI | HARTFORD STRATEGIC INCOME ETF | $46.94万 | 0.01% | 13,519 | 13,519 | — | $46.94万 | 新建仓 |
| ULST | STATE STREET ULTRA SHORT TERM BOND ETF | $46.76万 | 0.01% | 11,546 | 5,518 | 91.5% | $22.35万 | 加仓 |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $46.68万 | 0.01% | 9,272 | -11,447 | -55.2% | -$57.62万 | 减仓 |
| GAPR | FT VEST U.S. EQUITY MODERATE BUFFER FUND - APR | $46.54万 | 0.01% | 11,499 | 2,715 | 30.9% | $10.99万 | 加仓 |
| AEE | AMEREN CORP COM | $46.50万 | 0.01% | 4,230 | 2,632 | 164.7% | $28.93万 | 加仓 |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | $46.36万 | 0.01% | 4,547 | 509 | 12.6% | $5.19万 | 加仓 |
| — | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - SEPTEMBER | $46.18万 | 0.01% | 15,408 | 13,513 | 713.1% | $40.50万 | 加仓 |
| — | INNOVATOR U.S. SMALL CAP 10 BUFFER ETF - QUARTERLY | $46.15万 | 0.01% | 15,757 | 346 | 2.2% | $1.01万 | 加仓 |
| — | GLOBAL X DOW 30 COVERED CALL ETF | $45.98万 | 0.01% | 21,852 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $45.87万 | 0.01% | 4,118 | -456 | -10.0% | -$5.08万 | 减仓 |