13F 机构持仓

HARBOUR INVESTMENTS, INC.

MADISON WI · SEC CIK 0000810121

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$74.27亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 3.8%
QQQ 2.9%
SDVY 2.3%
AAPL 1.8%
AVEM 1.5%
UCON 1.4%
IVV 1.3%
IJH 1.3%
BUFR 1.3%
SPY 1.0%

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
— STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF $64.39万0.01%7,645 00.0% — 不变
TEL TE CONNECTIVITY PLC ORD SHS $64.27万0.01%3,188 -746-19.0% -$15.04万 减仓
VONV VANGUARD RUSSELL 1000 VALUE ETF $64.26万0.01%6,045 2925.1% $3.10万 加仓
VKTX VIKING THERAPEUTICS INC COM $64.17万0.01%16,451 -779-4.5% -$3.04万 减仓
KDP KEURIG DR PEPPER INC COM $64.06万0.01%19,574 -1,144-5.5% -$3.74万 减仓
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF $64.00万0.01%4,682 -12,606-72.9% -$172.31万 减仓
DD DUPONT DE NEMOURS INC COMMON STOCK $63.88万0.01%4,709 -12,834-73.2% -$174.09万 减仓
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND $63.85万0.01%19,958 1,3807.4% $4.41万 加仓
DINO HF SINCLAIR CORP COM $63.74万0.01%9,152 160.2% $1,114 加仓
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL $63.69万0.01%11,958 00.0% — 不变
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF $63.56万0.01%29,356 2771.0% $5,997 加仓
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE $63.49万0.01%15,415 14,2771,254.6% $58.81万 加仓
VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF $63.43万0.01%6,261 93917.6% $9.51万 加仓
BLDR BUILDERS FIRSTSOURCE INC COM $63.21万0.01%7,065 2,71062.2% $24.25万 加仓
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF $62.91万0.01%28,124 2620.9% $5,861 加仓
— FT VEST U.S. EQUITY MAX BUFFER ETF - MAY $62.82万0.01%19,089 9,38496.7% $30.88万 加仓
IRT INDEPENDENCE RLTY TR INC COM $62.72万0.01%37,582 -6,427-14.6% -$10.73万 减仓
NTSX WISDOMTREE U.S. EFFICIENT CORE FUND $62.64万0.01%10,608 470.4% $2,775 加仓
DJD INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF $62.61万0.01%9,880 -142-1.4% -$8,998 减仓
FDLO FIDELITY LOW VOLATILITY FACTOR ETF $62.56万0.01%9,155 5,299137.4% $36.21万 加仓
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF $62.31万0.01%16,424 1390.9% $5,274 加仓
THO THOR INDS INC COM $62.29万0.01%8,288 -5,527-40.0% -$41.54万 减仓
OKE ONEOK INC NEW COM $62.12万0.01%7,145 2393.5% $2.08万 加仓
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY $61.89万0.01%12,506 -4,430-26.2% -$21.92万 减仓
BNY BANK OF NY MELLON CORP COM $61.84万0.01%4,276 2225.5% $3.21万 加仓
LULU LULULEMON ATHLETICA INC COM $61.81万0.01%5,413 1,30831.9% $14.93万 加仓
— ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF $61.69万0.01%14,714 -1,041-6.6% -$4.36万 减仓
QLC FLEXSHARES US QUALITY LARGE CAP INDEX FUND $61.56万0.01%6,849 2,57060.1% $23.10万 加仓
— FIRST TRUST BLOOMBERG ARTIFICIAL INTELLIGENCE ETF $61.46万0.01%11,297 8,311278.3% $45.21万 加仓
EME EMCOR GROUP INC COM $61.37万0.01%740 -18-2.4% -$1.49万 减仓
SPOT SPOTIFY TECHNOLOGY S A SHS $61.36万0.01%1,336 19216.8% $8.82万 加仓
LEN LENNAR CORP CL A $61.27万0.01%6,771 99417.2% $8.99万 加仓
APH AMPHENOL CORP CL A $60.93万0.01%3,456 1454.4% $2.56万 加仓
IWB ISHARES RUSSELL 1000 ETF $60.71万0.01%1,483 -18-1.2% -$7,369 减仓
BSMU INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF $60.58万0.01%27,640 -1,024-3.6% -$2.24万 减仓
ADX ADAMS DIVERSIFIED EQUITY FD COM $60.19万0.01%23,559 1470.6% $3,756 加仓
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF $60.16万0.01%11,977 1,57315.1% $7.90万 加仓
P EVERPURE INC CL A $60.07万0.01%7,624 340.4% $2,679 加仓
ICLN ISHARES GLOBAL CLEAN ENERGY ETF $59.90万0.01%29,234 -452-1.5% -$9,261 减仓
ADC AGREE RLTY CORP COM $59.77万0.01%7,891 -254-3.1% -$1.92万 减仓
SPGI S&P GLOBAL INC COM $59.77万0.01%1,468 -10-0.7% -$4,071 减仓
CP CANADIAN PACIFIC KANSAS CITY COM $59.73万0.01%6,892 781.1% $6,760 加仓
HPE HEWLETT PACKARD ENTERPRISE CO COM $59.67万0.01%13,227 1,31511.0% $5.93万 加仓
TRP TC ENERGY CORP COM $59.66万0.01%9,008 700.8% $4,636 加仓
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF $59.50万0.01%14,293 4,89352.1% $20.37万 加仓
QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF $59.17万0.01%3,707 -1,246-25.2% -$19.89万 减仓
CME CME GROUP INC COM $58.97万0.01%2,670 98258.2% $21.69万 加仓
WINN HARBOR LONG-TERM GROWERS ETF $58.96万0.01%18,159 3,09220.5% $10.04万 加仓
ADM ARCHER DANIELS MIDLAND CO COM $58.87万0.01%7,705 -616-7.4% -$4.71万 减仓
XLG INVESCO S&P 500 TOP 50 ETF $58.81万0.01%9,605 -7,379-43.4% -$45.18万 减仓
SRE SEMPRA COM $58.78万0.01%6,341 -454-6.7% -$4.21万 减仓
ETW EATON VANCE TAX-MANAGED GLOBAL COM $58.40万0.01%60,577 1,2722.1% $1.23万 加仓
— ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF $58.05万0.01%17,385 -1,220-6.6% -$4.07万 减仓
ZECP ZACKS EARNINGS CONSISTENT PORTFOLIO ETF $57.98万0.01%15,364 5,50655.9% $20.78万 加仓
RIO RIO TINTO PLC SPONSORED ADR $57.95万0.01%6,104 -4,553-42.7% -$43.22万 减仓
IONQ IONQ INC COM $57.89万0.01%10,870 9679.8% $5.15万 加仓
VFLO VICTORYSHARES FREE CASH FLOW ETF $57.57万0.01%12,583 3482.8% $1.59万 加仓
TEQI T. ROWE PRICE EQUITY INCOME ETF $57.56万0.01%11,425 2,12422.8% $10.70万 加仓
ISMD INSPIRE SMALL/MID CAP ETF $57.31万0.01%11,462 2,36926.1% $11.84万 加仓
RWO STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF $57.30万0.01%11,528 1,60916.2% $8.00万 加仓
LNG CHENIERE ENERGY INC COM NEW $57.17万0.01%2,392 231.0% $5,498 加仓
YUM YUM BRANDS INC COM $57.02万0.01%3,567 -280-7.3% -$4.48万 减仓
GAUG FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST $56.97万0.01%13,755 -3,064-18.2% -$12.69万 减仓
FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF $56.95万0.01%30,205 10,70854.9% $20.19万 加仓
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND $56.87万0.01%4,646 59614.7% $7.30万 加仓
GNTX GENTEX CORP COM $56.74万0.01%22,453 1580.7% $3,993 加仓
— RIVERNORTH MANAGED DUR MUN II COM $56.62万0.01%37,647 1,1633.2% $1.75万 加仓
EW EDWARDS LIFESCIENCES CORP COM $56.48万0.01%6,244 -29-0.5% -$2,623 减仓
CCL CARNIVAL CORP LTD COMMON SHARES $56.35万0.01%19,724 2,24012.8% $6.40万 加仓
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF $56.07万0.01%12,735 -41,083-76.3% -$180.89万 减仓
EVRG EVERGY INC COM $56.03万0.01%6,483 -699-9.7% -$6.04万 减仓
XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF $55.84万0.01%11,102 20.0% $101 加仓
PNR PENTAIR PLC SHS $55.71万0.01%7,268 -65-0.9% -$4,983 减仓
PTY PIMCO CORPORATE & INCOME OPPOR COM $55.69万0.01%46,293 -8,191-15.0% -$9.85万 减仓
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER $55.65万0.01%12,085 -1,256-9.4% -$5.78万 减仓
HFSI HARTFORD STRATEGIC INCOME ETF $55.64万0.01%15,826 2,30717.1% $8.11万 加仓
BE BLOOM ENERGY CORP COM CL A $55.52万0.01%1,834 28318.2% $8.57万 加仓
— JANUS HENDERSON GLOBAL ARTIFICIAL INTELLIGENCE ETF $55.37万0.01%15,011 5,84463.8% $21.56万 加仓
RWR STATE STREET SPDR DOW JONES REIT ETF $55.31万0.01%4,896 3,828358.4% $43.24万 加仓
VDE VANGUARD ENERGY ETF $54.91万0.01%3,657 1474.2% $2.21万 加仓
BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF $54.85万0.01%33,476 12,84162.2% $21.04万 加仓
— ALLIANZIM U.S. EQUITY 6 MONTH FLOOR5 JAN/JUL ETF $54.63万0.01%16,140 -2,158-11.8% -$7.30万 减仓
USXF ISHARES ESG ADVANCED MSCI USA ETF $54.62万0.01%7,865 -37-0.5% -$2,570 减仓
IWS ISHARES RUSSELL MID-CAP VALUE ETF $54.11万0.01%3,287 -268-7.5% -$4.41万 减仓
DTM DT MIDSTREAM INC COMMON STOCK $54.08万0.01%3,685 340.9% $4,989 加仓
IBB ISHARES BIOTECHNOLOGY ETF $54.01万0.01%2,840 -186-6.1% -$3.54万 减仓
GAPR FT VEST U.S. EQUITY MODERATE BUFFER FUND - APR $53.94万0.01%12,943 1,44412.6% $6.02万 加仓
EFG ISHARES MSCI EAFE GROWTH ETF $53.81万0.01%4,325 2075.0% $2.58万 加仓
PDI PIMCO DYNAMIC INCOME FD SHS $53.57万0.01%32,080 2,7439.3% $4.58万 加仓
TFLO ISHARES TREASURY FLOATING RATE BOND ETF $53.44万0.01%10,555 -2,265-17.7% -$11.47万 减仓
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF $52.94万0.01%8,234 -75-0.9% -$4,822 减仓
— FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY $52.88万0.01%20,148 -15,830-44.0% -$41.55万 减仓
— HIGH INCOME SECS FD SHS BEN INT $52.76万0.01%96,449 -4,477-4.4% -$2.45万 减仓
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF $52.74万0.01%6,382 -153-2.3% -$1.26万 减仓
FLS FLOWSERVE CORP COM $52.69万0.01%7,104 -39-0.5% -$2,892 减仓
TMSL T. ROWE PRICE SMALL-MID CAP ETF $52.67万0.01%12,011 11,5952,787.3% $50.84万 加仓
ATO ATMOS ENERGY CORP COM $52.62万0.01%3,054 -50-1.6% -$8,615 减仓
BALI ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF $52.54万0.01%15,531 1,88113.8% $6.36万 加仓
MPLX MPLX LP COM UNIT REP LTD $52.53万0.01%9,326 -1,155-11.0% -$6.51万 减仓
ONTO ONTO INNOVATION INC COM $52.45万0.01%1,386 -92-6.2% -$3.48万 减仓