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 |
|---|---|---|---|---|---|---|---|---|
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $36.69万 | 0.01% | 15,138 | 2,954 | 24.2% | $7.16万 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $36.69万 | 0.01% | 2,688 | 57 | 2.2% | $7,781 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $36.61万 | 0.01% | 3,188 | 3,062 | 2,430.2% | $35.16万 | 加仓 |
| WPC | WP CAREY INC COM | $36.58万 | 0.01% | 5,382 | 903 | 20.2% | $6.14万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $36.55万 | 0.01% | 5,824 | -125 | -2.1% | -$7,844 | 减仓 |
| STXF | STRIVE 500 ETF | $36.53万 | 0.01% | 8,704 | -50 | -0.6% | -$2,099 | 减仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $36.35万 | 0.01% | 9,093 | 4,341 | 91.4% | $17.35万 | 加仓 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $36.29万 | 0.01% | 4,349 | -202 | -4.4% | -$1.69万 | 减仓 |
| — | STRIVE U.S. ENERGY ETF | $35.90万 | 0.01% | 9,094 | 457 | 5.3% | $1.80万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $35.86万 | 0.01% | 4,355 | 3,702 | 566.9% | $30.48万 | 加仓 |
| SGVT | SCHWAB GOVERNMENT MONEY MARKET ETF | $35.83万 | 0.01% | 3,557 | 2,937 | 473.7% | $29.58万 | 加仓 |
| PII | POLARIS INC COM | $35.81万 | 0.01% | 6,569 | 6,468 | 6,404.0% | $35.26万 | 加仓 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $35.77万 | 0.01% | 4,318 | 2,741 | 173.8% | $22.71万 | 加仓 |
| — | JANUS HENDERSON TRANSFORMATIONAL GROWTH ETF | $35.63万 | 0.01% | 14,388 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $35.55万 | 0.01% | 2,370 | 880 | 59.1% | $13.20万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $35.42万 | 0.01% | 3,738 | 3,097 | 483.2% | $29.34万 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $35.21万 | 0.01% | 2,433 | 377 | 18.3% | $5.46万 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $35.14万 | 0.01% | 4,153 | 2,146 | 106.9% | $18.16万 | 加仓 |
| EEMX | STATE STREET SPDR MSCI EMERGING MARKETS FOSSIL FUEL RESERVES FREE ETF | $35.13万 | 0.01% | 7,949 | -200 | -2.5% | -$8,840 | 减仓 |
| VVV | VALVOLINE INC COM | $35.11万 | 0.01% | 10,425 | 0 | 0.0% | — | 不变 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF | $35.11万 | 0.01% | 9,875 | -5,569 | -36.1% | -$19.80万 | 减仓 |
| — | ALPHA ARCHITECT AGGREGATE BOND ETF | $35.03万 | 0.01% | 3,330 | 3,047 | 1,076.7% | $32.05万 | 加仓 |
| JHML | JOHN HANCOCK MULTIFACTOR LARGE CAP ETF | $34.80万 | 0.01% | 4,446 | 3,925 | 753.4% | $30.72万 | 重新持有 |
| IBIT | ISHARES BITCOIN TRUST ETF | $34.76万 | 0.01% | 9,047 | 3,110 | 52.4% | $11.95万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $34.64万 | 0.01% | 3,469 | 473 | 15.8% | $4.72万 | 加仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $34.60万 | 0.01% | 2,183 | 2,088 | 2,197.9% | $33.09万 | 加仓 |
| — | HARTFORD MULTIFACTOR SMALL CAP ETF | $34.53万 | 0.01% | 7,149 | 1,183 | 19.8% | $5.71万 | 加仓 |
| CAVA | CAVA GROUP INC COM | $34.50万 | 0.01% | 4,264 | -1,411 | -24.9% | -$11.42万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 SEP ETF | $34.50万 | 0.01% | 10,042 | -2,307 | -18.7% | -$7.92万 | 减仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $34.49万 | 0.01% | 9,597 | 1,625 | 20.4% | $5.84万 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $34.47万 | 0.01% | 4,396 | -34 | -0.8% | -$2,666 | 减仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $34.47万 | 0.01% | 16,887 | 2,945 | 21.1% | $6.01万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $34.46万 | 0.01% | 5,509 | 2,128 | 62.9% | $13.31万 | 加仓 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $34.43万 | 0.01% | 5,219 | -232 | -4.3% | -$1.53万 | 减仓 |
| IP | INTERNATIONAL PAPER CO COM | $34.34万 | 0.01% | 9,618 | 6,003 | 166.1% | $21.43万 | 加仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED MANAGED FLOOR ETF | $34.22万 | 0.01% | 6,791 | 6,791 | — | $34.22万 | 新建仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $34.18万 | 0.01% | 13,922 | 13,200 | 1,828.3% | $32.41万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $34.12万 | 0.01% | 39,396 | 19,218 | 95.2% | $16.64万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $34.11万 | 0.01% | 5,172 | -576 | -10.0% | -$3.80万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $34.05万 | 0.01% | 27,957 | -3,047 | -9.8% | -$3.71万 | 减仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $34.01万 | 0.01% | 12,834 | 11,839 | 1,189.8% | $31.37万 | 加仓 |
| BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $33.97万 | 0.01% | 20,635 | 7,519 | 57.3% | $12.38万 | 加仓 |
| IBTL | ISHARES IBONDS DEC 2031 TERM TREASURY ETF | $33.94万 | 0.01% | 16,636 | -1,858 | -10.0% | -$3.79万 | 减仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $33.92万 | 0.01% | 5,503 | -3,340 | -37.8% | -$20.59万 | 减仓 |
| WAB | WABTEC COM | $33.89万 | 0.01% | 1,355 | 466 | 52.4% | $11.65万 | 加仓 |
| TMAT | MAIN THEMATIC INNOVATION ETF | $33.82万 | 0.01% | 14,584 | 10,678 | 273.4% | $24.76万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $33.81万 | 0.01% | 4,197 | 3,313 | 374.8% | $26.69万 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $33.62万 | 0.01% | 6,937 | 1,234 | 21.6% | $5.98万 | 加仓 |
| QLC | FLEXSHARES US QUALITY LARGE CAP INDEX FUND | $33.45万 | 0.01% | 4,279 | 3,671 | 603.8% | $28.70万 | 加仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $33.36万 | 0.01% | 6,374 | 4,245 | 199.4% | $22.22万 | 加仓 |
| ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | $33.35万 | 0.01% | 9,858 | 6,363 | 182.1% | $21.53万 | 加仓 |
| CCJ | CAMECO CORP COM | $33.27万 | 0.01% | 3,063 | -1,509 | -33.0% | -$16.39万 | 减仓 |
| MGNR | AMERICAN BEACON GLG NATURAL RESOURCES ETF | $33.25万 | 0.01% | 6,446 | 821 | 14.6% | $4.23万 | 加仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $33.20万 | 0.01% | 4,490 | 1,016 | 29.2% | $7.51万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $33.05万 | 0.01% | 1,915 | 927 | 93.8% | $16.00万 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $33.00万 | 0.01% | 4,763 | 1,297 | 37.4% | $8.99万 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $32.95万 | 0.01% | 2,177 | 489 | 29.0% | $7.40万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED APR ETF | $32.95万 | 0.01% | 11,483 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $32.89万 | 0.01% | 4,909 | 2,681 | 120.3% | $17.96万 | 加仓 |
| YYY | AMPLIFY CEF HIGH INCOME ETF | $32.89万 | 0.01% | 29,815 | 13,673 | 84.7% | $15.08万 | 加仓 |
| PFFA | VIRTUS INFRACAP U.S. PREFERRED STOCK ETF | $32.84万 | 0.01% | 16,128 | 6,509 | 67.7% | $13.25万 | 加仓 |
| CMS | CMS ENERGY CORP COM | $32.70万 | 0.01% | 4,214 | 1,484 | 54.4% | $11.51万 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $32.64万 | 0.01% | 1,670 | 529 | 46.4% | $10.34万 | 加仓 |
| FNY | FIRST TRUST MID CAP GROWTH ALPHADEX FUND | $32.57万 | 0.01% | 3,599 | 500 | 16.1% | $4.52万 | 加仓 |
| NDAQ | NASDAQ INC COM | $32.53万 | 0.01% | 3,832 | 332 | 9.5% | $2.82万 | 加仓 |
| BUFG | FT VEST BUFFERED ALLOCATION GROWTH ETF | $32.50万 | 0.01% | 12,101 | -17,065 | -58.5% | -$45.84万 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $32.48万 | 0.01% | 6,499 | 4,235 | 187.1% | $21.16万 | 加仓 |
| GMAY | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | $32.46万 | 0.01% | 7,905 | 5,725 | 262.6% | $23.51万 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $32.43万 | 0.01% | 3,544 | 2,163 | 156.6% | $19.80万 | 加仓 |
| — | FIRST TRUST SMALL CAP VALUE ALPHADEX FUND | $32.37万 | 0.00% | 5,238 | -241 | -4.4% | -$1.49万 | 减仓 |
| — | VANECK CEF MUNI INCOME ETF | $32.33万 | 0.00% | 15,039 | 12 | 0.1% | $258 | 加仓 |
| APRW | ALLIANZIM U.S. EQUITY BUFFER20 APR ETF | $32.32万 | 0.00% | 9,137 | -199 | -2.1% | -$7,040 | 减仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $32.05万 | 0.00% | 6,141 | -140 | -2.2% | -$7,308 | 减仓 |
| GSK | GSK PLC SPONSORED ADR | $31.96万 | 0.00% | 5,791 | 3,487 | 151.3% | $19.25万 | 加仓 |
| VTC | VANGUARD TOTAL CORPORATE BOND ETF | $31.91万 | 0.00% | 4,153 | 1,667 | 67.1% | $12.81万 | 加仓 |
| SLB | SLB LIMITED COM STK | $31.84万 | 0.00% | 6,195 | 3,445 | 125.3% | $17.71万 | 加仓 |
| ALAB | ASTERA LABS INC COM | $31.81万 | 0.00% | 2,902 | -910 | -23.9% | -$9.97万 | 减仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $31.78万 | 0.00% | 13,735 | 263 | 2.0% | $6,085 | 加仓 |
| PML | PIMCO MUN INCOME FD II COM | $31.67万 | 0.00% | 41,833 | 28,174 | 206.3% | $21.33万 | 加仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST | $31.64万 | 0.00% | 12,290 | -1,284 | -9.5% | -$3.31万 | 减仓 |
| PPTA | PERPETUA RESOURCES CORP COM | $31.53万 | 0.00% | 11,286 | 3,172 | 39.1% | $8.86万 | 加仓 |
| FTAI | FTAI AVIATION LTD SHS | $31.46万 | 0.00% | 1,284 | -124 | -8.8% | -$3.04万 | 减仓 |
| FTXO | FIRST TRUST NASDAQ BANK ETF | $31.38万 | 0.00% | 8,676 | 367 | 4.4% | $1.33万 | 加仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - MAY | $31.33万 | 0.00% | 9,705 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $31.22万 | 0.00% | 7,653 | 1,584 | 26.1% | $6.46万 | 加仓 |
| ENSG | ENSIGN GROUP INC COM | $31.21万 | 0.00% | 1,549 | 1,548 | 154,800.0% | $31.19万 | 加仓 |
| EBAY | EBAY INC. COM | $31.21万 | 0.00% | 3,428 | 1,394 | 68.5% | $12.69万 | 加仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - SEPTEMBER | $31.17万 | 0.00% | 11,556 | -3,939 | -25.4% | -$10.63万 | 减仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $31.13万 | 0.00% | 4,219 | 4,219 | — | $31.13万 | 新建仓 |
| TFLR | T. ROWE PRICE FLOATING RATE ETF | $31.05万 | 0.00% | 6,165 | 923 | 17.6% | $4.65万 | 加仓 |
| EOG | EOG RES INC COM | $31.02万 | 0.00% | 2,145 | 734 | 52.0% | $10.62万 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $31.01万 | 0.00% | 6,524 | -71 | -1.1% | -$3,375 | 减仓 |
| DIVB | ISHARES CORE DIVIDEND ETF | $30.98万 | 0.00% | 5,741 | 3,589 | 166.8% | $19.37万 | 加仓 |
| EUSB | ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | $30.96万 | 0.00% | 7,117 | 452 | 6.8% | $1.97万 | 加仓 |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | $30.93万 | 0.00% | 4,450 | -400 | -8.2% | -$2.78万 | 减仓 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $30.87万 | 0.00% | 13,433 | 1,857 | 16.0% | $4.27万 | 加仓 |
| RH | RH COM | $30.75万 | 0.00% | 2,199 | 2,167 | 6,771.9% | $30.30万 | 加仓 |
| — | PGIM SHORT DURATION HIGH YIELD ETF | $30.67万 | 0.00% | 6,184 | 86 | 1.4% | $4,266 | 加仓 |
| QDEF | FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND | $30.65万 | 0.00% | 3,840 | 951 | 32.9% | $7.59万 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $30.65万 | 0.00% | 2,102 | 1,382 | 191.9% | $20.15万 | 加仓 |