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 |
|---|---|---|---|---|---|---|---|---|
| EIX | EDISON INTL COM | $42.17万 | 0.01% | 5,664 | -315 | -5.3% | -$2.35万 | 减仓 |
| OIH | VANECK OIL SERVICES ETF | $42.11万 | 0.01% | 1,132 | 59 | 5.5% | $2.19万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF | $42.08万 | 0.01% | 9,563 | -808 | -7.8% | -$3.56万 | 减仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $42.05万 | 0.01% | 47,040 | -3,198 | -6.4% | -$2.86万 | 减仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $42.04万 | 0.01% | 12,834 | 0 | 0.0% | — | 不变 |
| FVAL | FIDELITY VALUE FACTOR ETF | $41.96万 | 0.01% | 5,384 | 3,306 | 159.1% | $25.77万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $41.96万 | 0.01% | 8,799 | -1,323 | -13.1% | -$6.31万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $41.92万 | 0.01% | 4,368 | 153 | 3.6% | $1.47万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $41.90万 | 0.01% | 18,738 | -1,327 | -6.6% | -$2.97万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $41.71万 | 0.01% | 3,405 | -566 | -14.3% | -$6.93万 | 减仓 |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $41.67万 | 0.01% | 8,272 | -1,000 | -10.8% | -$5.04万 | 减仓 |
| — | FRANKLIN UNVL TR SH BEN INT | $41.53万 | 0.01% | 51,496 | 0 | 0.0% | — | 不变 |
| STXF | STRIVE 500 ETF | $41.37万 | 0.01% | 8,566 | -138 | -1.6% | -$6,665 | 减仓 |
| — | FT VEST HIGH YIELD & TARGET INCOME ETF | $41.34万 | 0.01% | 21,627 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC COM | $41.22万 | 0.01% | 10,425 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | $41.17万 | 0.01% | 9,562 | -350 | -3.5% | -$1.51万 | 减仓 |
| CTVA | CORTEVA INC COM | $41.15万 | 0.01% | 4,858 | -30 | -0.6% | -$2,541 | 减仓 |
| — | FT VEST DJIA DOGS 10 TARGET INCOME ETF | $41.13万 | 0.01% | 19,312 | -1,241 | -6.0% | -$2.64万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC COM | $40.94万 | 0.01% | 17,066 | 120 | 0.7% | $2,879 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $40.91万 | 0.01% | 1,049 | 135 | 14.8% | $5.26万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JAN/JUL ETF | $40.81万 | 0.01% | 11,188 | -28 | -0.2% | -$1,021 | 减仓 |
| FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | $40.79万 | 0.01% | 2,040 | 167 | 8.9% | $3.34万 | 加仓 |
| TMAT | MAIN THEMATIC INNOVATION ETF | $40.64万 | 0.01% | 12,929 | -1,655 | -11.3% | -$5.20万 | 减仓 |
| LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | $40.54万 | 0.01% | 20,995 | 9,630 | 84.7% | $18.60万 | 加仓 |
| ROKU | ROKU INC COM CL A | $40.53万 | 0.01% | 2,934 | -29 | -1.0% | -$4,006 | 减仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $40.32万 | 0.01% | 8,008 | 154 | 2.0% | $7,753 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $40.17万 | 0.01% | 3,263 | -458 | -12.3% | -$5.64万 | 减仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $39.87万 | 0.01% | 2,187 | 4 | 0.2% | $729 | 加仓 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $39.75万 | 0.01% | 5,220 | 1 | 0.0% | $76 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF | $39.73万 | 0.01% | 8,525 | -1,521 | -15.1% | -$7.09万 | 减仓 |
| EBAY | EBAY INC. COM | $39.72万 | 0.01% | 3,555 | 127 | 3.7% | $1.42万 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT | $39.71万 | 0.01% | 19,075 | -769 | -3.9% | -$1.60万 | 减仓 |
| JHML | JOHN HANCOCK MULTIFACTOR LARGE CAP ETF | $39.71万 | 0.01% | 4,452 | 6 | 0.1% | $535 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $39.68万 | 0.01% | 636 | -4 | -0.6% | -$2,495 | 减仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $39.60万 | 0.01% | 5,145 | 3,314 | 181.0% | $25.51万 | 加仓 |
| PFFV | GLOBAL X VARIABLE RATE PREFERRED ETF | $39.59万 | 0.01% | 17,971 | 0 | 0.0% | — | 不变 |
| TAFI | AB TAX-AWARE SHORT DURATION MUNICIPAL ETF | $39.56万 | 0.01% | 15,687 | 6,966 | 79.9% | $17.57万 | 加仓 |
| OTTR | OTTER TAIL CORP COM | $39.55万 | 0.01% | 4,395 | -215 | -4.7% | -$1.93万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $39.51万 | 0.01% | 13,922 | 0 | 0.0% | — | 不变 |
| MMIT | NYLI MACKAY MUNI INTERMEDIATE ETF | $39.46万 | 0.01% | 16,206 | 433 | 2.7% | $1.05万 | 加仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $39.46万 | 0.01% | 9,699 | 102 | 1.1% | $4,149 | 加仓 |
| NKE | NIKE INC CL B | $39.27万 | 0.01% | 9,566 | -334 | -3.4% | -$1.37万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $39.20万 | 0.01% | 1,044 | -39 | -3.6% | -$1.46万 | 减仓 |
| SE | SEA LTD SPONSORD ADS | $39.20万 | 0.01% | 4,090 | 2,548 | 165.2% | $24.42万 | 加仓 |
| QHY | WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND | $39.04万 | 0.01% | 8,523 | 273 | 3.3% | $1.25万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF | $38.99万 | 0.01% | 10,317 | 5,510 | 114.6% | $20.82万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF | $38.85万 | 0.01% | 9,812 | -1,955 | -16.6% | -$7.74万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $38.76万 | 0.01% | 39,508 | 112 | 0.3% | $1,099 | 加仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - SEPTEMBER | $38.73万 | 0.01% | 11,799 | -1,350 | -10.3% | -$4.43万 | 减仓 |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | $38.69万 | 0.01% | 6,310 | -197 | -3.0% | -$1.21万 | 减仓 |
| CCJ | CAMECO CORP COM | $38.63万 | 0.01% | 3,793 | 730 | 23.8% | $7.43万 | 加仓 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $38.62万 | 0.01% | 4,268 | -50 | -1.2% | -$4,524 | 减仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $38.53万 | 0.01% | 7,326 | 1,185 | 19.3% | $6.23万 | 加仓 |
| — | INVESCO BULLETSHARES 2031 HIGH YIELD CORPORATE BOND ETF | $38.48万 | 0.01% | 14,660 | -187 | -1.3% | -$4,909 | 减仓 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY | $38.40万 | 0.01% | 16,435 | -39,000 | -70.4% | -$91.12万 | 减仓 |
| FPXI | FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF | $38.32万 | 0.01% | 4,576 | -93 | -2.0% | -$7,788 | 减仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $38.31万 | 0.01% | 3,553 | 9 | 0.3% | $970 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $38.23万 | 0.01% | 2,532 | 2,532 | — | $38.23万 | 新建仓 |
| YYY | AMPLIFY CEF HIGH INCOME ETF | $38.22万 | 0.01% | 33,150 | 3,335 | 11.2% | $3.85万 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $38.16万 | 0.01% | 6,937 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $38.13万 | 0.01% | 3,954 | 1,032 | 35.3% | $9.95万 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - NOVEMBER | $38.03万 | 0.01% | 9,597 | -1,688 | -15.0% | -$6.69万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $37.86万 | 0.01% | 7,040 | -9,295 | -56.9% | -$49.99万 | 减仓 |
| IBTL | ISHARES IBONDS DEC 2031 TERM TREASURY ETF | $37.62万 | 0.01% | 18,633 | 1,997 | 12.0% | $4.03万 | 加仓 |
| TFLR | T. ROWE PRICE FLOATING RATE ETF | $37.59万 | 0.01% | 7,457 | 1,292 | 21.0% | $6.51万 | 加仓 |
| WAB | WABTEC COM | $37.57万 | 0.01% | 1,393 | 38 | 2.8% | $1.02万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF | $37.51万 | 0.01% | 7,851 | -854 | -9.8% | -$4.08万 | 减仓 |
| RH | RH COM | $37.41万 | 0.01% | 2,271 | 72 | 3.3% | $1.19万 | 加仓 |
| COHR | COHERENT CORP COM | $37.36万 | 0.01% | 947 | 249 | 35.7% | $9.82万 | 加仓 |
| FTXO | FIRST TRUST NASDAQ BANK ETF | $37.34万 | 0.01% | 9,035 | 359 | 4.1% | $1.48万 | 加仓 |
| — | VOLATILITY SHARES TRUST XRP ETF | $37.23万 | 0.01% | 64,854 | 13,604 | 26.5% | $7.81万 | 加仓 |
| — | CREDIT SUISSE HIGH YIELD CREDI SH BEN INT | $36.98万 | 0.00% | 207,751 | 2,541 | 1.2% | $4,523 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $36.93万 | 0.00% | 3,583 | 114 | 3.3% | $1.17万 | 加仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $36.91万 | 0.00% | 5,723 | -113 | -1.9% | -$7,288 | 减仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $36.90万 | 0.00% | 5,506 | 3 | 0.1% | $201 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $36.89万 | 0.00% | 5,151 | -21 | -0.4% | -$1,504 | 减仓 |
| IP | INTERNATIONAL PAPER CO COM | $36.79万 | 0.00% | 9,656 | 38 | 0.4% | $1,448 | 加仓 |
| IWC | ISHARES MICRO-CAP ETF | $36.71万 | 0.00% | 1,835 | 1,551 | 546.1% | $31.03万 | 加仓 |
| WDFC | WD 40 CO COM | $36.67万 | 0.00% | 1,505 | 4 | 0.3% | $975 | 加仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $36.61万 | 0.00% | 3,007 | 663 | 28.3% | $8.07万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $36.48万 | 0.00% | 734 | -154 | -17.3% | -$7.65万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $36.47万 | 0.00% | 5,698 | -928 | -14.0% | -$5.94万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $36.46万 | 0.00% | 833 | -24 | -2.8% | -$1.05万 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $36.37万 | 0.00% | 4,421 | 25 | 0.6% | $2,057 | 加仓 |
| DRAM | ROUNDHILL MEMORY ETF | $36.35万 | 0.00% | 4,922 | 4,922 | — | $36.35万 | 新建仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $36.34万 | 0.00% | 5,456 | 547 | 11.1% | $3.64万 | 加仓 |
| FLEX | FLEX LTD ORD | $36.25万 | 0.00% | 2,237 | 648 | 40.8% | $10.50万 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $35.83万 | 0.00% | 4,920 | -356 | -6.7% | -$2.59万 | 减仓 |
| — | VANECK CEF MUNI INCOME ETF | $35.83万 | 0.00% | 16,039 | 1,000 | 6.6% | $2.23万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED FEB ETF | $35.82万 | 0.00% | 12,066 | -2,301 | -16.0% | -$6.83万 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $35.62万 | 0.00% | 691 | 49 | 7.6% | $2.53万 | 加仓 |
| — | FIRST TRUST SMALL CAP VALUE ALPHADEX FUND | $35.56万 | 0.00% | 5,093 | -145 | -2.8% | -$1.01万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $35.45万 | 0.00% | 27,957 | 0 | 0.0% | — | 不变 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $35.36万 | 0.00% | 567 | 405 | 250.0% | $25.26万 | 加仓 |
| EAT | BRINKER INTL INC COM | $35.33万 | 0.00% | 2,103 | 12 | 0.6% | $2,016 | 加仓 |
| — | ALPHA ARCHITECT AGGREGATE BOND ETF | $35.26万 | 0.00% | 3,330 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC COM | $35.03万 | 0.00% | 4,463 | 199 | 4.7% | $1.56万 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $34.97万 | 0.00% | 4,838 | 75 | 1.6% | $5,420 | 加仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $34.93万 | 0.00% | 4,219 | 0 | 0.0% | — | 不变 |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | $34.85万 | 0.00% | 4,450 | 0 | 0.0% | — | 不变 |