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 |
|---|---|---|---|---|---|---|---|---|
| WDFC | WD 40 CO COM | $30.61万 | 0.00% | 1,501 | 1,500 | 150,000.0% | $30.59万 | 加仓 |
| ATFV | ALGER 35 ETF | $30.57万 | 0.00% | 9,745 | 1,204 | 14.1% | $3.78万 | 加仓 |
| SNEX | STONEX GROUP INC COM | $30.53万 | 0.00% | 3,785 | 1,770 | 87.8% | $14.28万 | 加仓 |
| VCRM | VANGUARD CORE TAX-EXEMPT BOND ETF | $30.47万 | 0.00% | 4,055 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $30.44万 | 0.00% | 2,250 | 1,710 | 316.7% | $23.13万 | 加仓 |
| — | STRATEGY INC SERIES A PERP PF | $30.31万 | 0.00% | 4,287 | 3,412 | 389.9% | $24.12万 | 加仓 |
| ONTO | ONTO INNOVATION INC COM | $30.31万 | 0.00% | 1,478 | -258 | -14.9% | -$5.29万 | 减仓 |
| TTC | TORO CO COM | $30.30万 | 0.00% | 3,242 | 1,986 | 158.1% | $18.56万 | 加仓 |
| — | INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF | $30.27万 | 0.00% | 10,261 | 921 | 9.9% | $2.72万 | 加仓 |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | $30.24万 | 0.00% | 6,507 | -1,055 | -14.0% | -$4.90万 | 减仓 |
| BUYW | MAIN BUYWRITE ETF | $30.17万 | 0.00% | 21,428 | 15,709 | 274.7% | $22.12万 | 加仓 |
| — | FRANKLIN INTELLIGENT MACHINES ETF | $30.11万 | 0.00% | 3,404 | -94 | -2.7% | -$8,314 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $30.10万 | 0.00% | 1,083 | 358 | 49.4% | $9.95万 | 加仓 |
| — | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - MARCH | $29.97万 | 0.00% | 9,695 | 9,695 | — | $29.97万 | 新建仓 |
| BSMW | INVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF | $29.91万 | 0.00% | 12,036 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $29.88万 | 0.00% | 3,357 | 806 | 31.6% | $7.17万 | 加仓 |
| EAT | BRINKER INTL INC COM | $29.85万 | 0.00% | 2,091 | 3 | 0.1% | $428 | 加仓 |
| FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | $29.77万 | 0.00% | 1,873 | 1,662 | 787.7% | $26.41万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $29.66万 | 0.00% | 1,564 | 67 | 4.5% | $1.27万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $29.41万 | 0.00% | 34,802 | 6,347 | 22.3% | $5.36万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $29.40万 | 0.00% | 16,335 | -608 | -3.6% | -$1.09万 | 减仓 |
| — | FIRST TRUST LUNT U.S. FACTOR ROTATION ETF | $29.38万 | 0.00% | 8,237 | 2,415 | 41.5% | $8.61万 | 加仓 |
| EDIV | STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF | $29.37万 | 0.00% | 7,440 | 7,440 | — | $29.37万 | 新建仓 |
| EMN | EASTMAN CHEM CO COM | $29.27万 | 0.00% | 3,835 | 2,803 | 271.6% | $21.39万 | 加仓 |
| MAIN | MAIN STR CAP CORP COM | $29.26万 | 0.00% | 5,524 | -3,756 | -40.5% | -$19.89万 | 减仓 |
| NI | NISOURCE INC COM | $29.25万 | 0.00% | 6,268 | 2,893 | 85.7% | $13.50万 | 加仓 |
| HRB | BLOCK H & R INC COM | $29.23万 | 0.00% | 9,208 | -2,931 | -24.1% | -$9.30万 | 减仓 |
| — | THEMES GLOBAL SYSTEMICALLY IMPORTANT BANKS ETF | $29.14万 | 0.00% | 5,725 | 5,725 | — | $29.14万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC COM | $29.09万 | 0.00% | 1,614 | 215 | 15.4% | $3.87万 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $29.07万 | 0.00% | 5,743 | 671 | 13.2% | $3.40万 | 加仓 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $29.03万 | 0.00% | 7,390 | 1,800 | 32.2% | $7.07万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $29.01万 | 0.00% | 3,583 | 2,400 | 202.9% | $19.43万 | 加仓 |
| FPXI | FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF | $28.83万 | 0.00% | 4,669 | 2,671 | 133.7% | $16.49万 | 加仓 |
| LNC | LINCOLN NATL CORP IND COM | $28.64万 | 0.00% | 8,068 | 6,698 | 488.9% | $23.78万 | 加仓 |
| LONZ | PIMCO SENIOR LOAN ACTIVE EXCHANGE-TRADED FUND | $28.61万 | 0.00% | 5,793 | -711 | -10.9% | -$3.51万 | 减仓 |
| IONQ | IONQ INC COM | $28.55万 | 0.00% | 9,903 | 927 | 10.3% | $2.67万 | 加仓 |
| SYBT | STOCK YDS BANCORP INC COM | $28.50万 | 0.00% | 4,299 | 4,299 | — | $28.50万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $28.49万 | 0.00% | 1,447 | 557 | 62.6% | $10.97万 | 加仓 |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | $28.44万 | 0.00% | 4,445 | -2,090 | -32.0% | -$13.37万 | 减仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $28.42万 | 0.00% | 7,207 | 4,595 | 175.9% | $18.12万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $28.39万 | 0.00% | 19,884 | 3,850 | 24.0% | $5.50万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $28.36万 | 0.00% | 11,912 | 6,528 | 121.2% | $15.54万 | 加仓 |
| — | INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY | $28.29万 | 0.00% | 9,686 | 1,010 | 11.6% | $2.95万 | 加仓 |
| GPC | GENUINE PARTS CO COM | $28.27万 | 0.00% | 2,673 | 1,209 | 82.6% | $12.79万 | 加仓 |
| — | FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF | $28.25万 | 0.00% | 15,825 | -290 | -1.8% | -$5,176 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $28.21万 | 0.00% | 11,910 | 319 | 2.8% | $7,557 | 加仓 |
| TOPT | ISHARES TOP 20 U.S. STOCKS ETF | $28.19万 | 0.00% | 9,850 | 4,650 | 89.4% | $13.31万 | 加仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $28.15万 | 0.00% | 11,613 | 5,209 | 81.3% | $12.63万 | 加仓 |
| NTRS | NORTHERN TR CORP COM | $28.15万 | 0.00% | 2,016 | 1,088 | 117.2% | $15.19万 | 加仓 |
| USAR | USA RARE EARTH INC COM | $28.07万 | 0.00% | 18,607 | 18,605 | 930,250.0% | $28.06万 | 加仓 |
| BJUL | INNOVATOR U.S. EQUITY BUFFER ETF - JULY | $28.05万 | 0.00% | 5,645 | -16 | -0.3% | -$795 | 减仓 |
| KHC | KRAFT HEINZ CO COM | $28.05万 | 0.00% | 12,470 | 6,999 | 127.9% | $15.74万 | 加仓 |
| ROKU | ROKU INC COM CL A | $28.04万 | 0.00% | 2,963 | 122 | 4.3% | $1.15万 | 加仓 |
| PCAR | PACCAR INC COM | $27.91万 | 0.00% | 2,416 | 322 | 15.4% | $3.72万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $27.85万 | 0.00% | 3,148 | 2,029 | 181.3% | $17.95万 | 加仓 |
| CLOZ | ELDRIDGE BBB-B CLO ETF | $27.77万 | 0.00% | 10,827 | -1,549 | -12.5% | -$3.97万 | 减仓 |
| TER | TERADYNE INC COM | $27.63万 | 0.00% | 931 | 386 | 70.8% | $11.45万 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD III COM | $27.56万 | 0.00% | 19,353 | 18,753 | 3,125.5% | $26.70万 | 加仓 |
| EIPI | FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | $27.48万 | 0.00% | 12,218 | 10,073 | 469.6% | $22.65万 | 加仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $27.45万 | 0.00% | 2,922 | -1,586 | -35.2% | -$14.90万 | 减仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $27.29万 | 0.00% | 9,351 | 1,333 | 16.6% | $3.89万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $27.25万 | 0.00% | 1,374 | 1,283 | 1,409.9% | $25.44万 | 加仓 |
| LSTR | LANDSTAR SYS INC COM | $27.20万 | 0.00% | 1,696 | 108 | 6.8% | $1.73万 | 加仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $27.14万 | 0.00% | 5,200 | 1,488 | 40.1% | $7.77万 | 加仓 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER | $27.01万 | 0.00% | 6,984 | -3,546 | -33.7% | -$13.71万 | 减仓 |
| — | ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF | $26.96万 | 0.00% | 11,151 | 157 | 1.4% | $3,796 | 加仓 |
| — | MOTLEY FOOL NEXT INDEX ETF | $26.96万 | 0.00% | 13,499 | 3,527 | 35.4% | $7.04万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $26.94万 | 0.00% | 2,418 | 563 | 30.4% | $6.27万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $26.89万 | 0.00% | 1,441 | 891 | 162.0% | $16.62万 | 加仓 |
| UMBF | UMB FINL CORP COM | $26.80万 | 0.00% | 2,376 | 2,373 | 79,100.0% | $26.77万 | 加仓 |
| GAM | GENERAL AMERN INVS CO INC COM | $26.79万 | 0.00% | 4,582 | 1,564 | 51.8% | $9.14万 | 加仓 |
| CNH | CNH INDL N V SHS | $26.78万 | 0.00% | 24,346 | 19,447 | 397.0% | $21.39万 | 加仓 |
| VMO | INVESCO MUN OPPORTUNIT TR COM | $26.62万 | 0.00% | 27,994 | 19,428 | 226.8% | $18.48万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED DEC ETF | $26.55万 | 0.00% | 9,988 | -254 | -2.5% | -$6,751 | 减仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH | $26.43万 | 0.00% | 9,104 | 8,970 | 6,694.0% | $26.04万 | 加仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $26.42万 | 0.00% | 5,836 | 2,402 | 69.9% | $10.87万 | 加仓 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $26.40万 | 0.00% | 3,760 | 972 | 34.9% | $6.82万 | 加仓 |
| NJAN | INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | $26.40万 | 0.00% | 4,946 | 2,422 | 96.0% | $12.93万 | 加仓 |
| VTR | VENTAS INC COM | $26.39万 | 0.00% | 3,227 | 1,046 | 48.0% | $8.55万 | 加仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $26.30万 | 0.00% | 2,754 | 2,754 | — | $26.30万 | 新建仓 |
| RSPG | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | $26.28万 | 0.00% | 2,400 | 519 | 27.6% | $5.68万 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $26.17万 | 0.00% | 10,332 | 2,249 | 27.8% | $5.70万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $26.16万 | 0.00% | 1,384 | 20 | 1.5% | $3,781 | 加仓 |
| VRP | INVESCO VARIABLE RATE PREFERRED ETF | $26.14万 | 0.00% | 10,902 | 3,783 | 53.1% | $9.07万 | 加仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $26.07万 | 0.00% | 5,602 | 892 | 18.9% | $4.15万 | 加仓 |
| PHO | INVESCO WATER RESOURCES ETF | $26.00万 | 0.00% | 3,888 | -157 | -3.9% | -$1.05万 | 减仓 |
| AMCR | AMCOR PLC COM NEW | $25.89万 | 0.00% | 6,512 | 6,512 | — | $25.89万 | 新建仓 |
| — | WBI POWER FACTOR HIGH DIVIDEND ETF | $25.88万 | 0.00% | 7,626 | 1,300 | 20.6% | $4.41万 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $25.85万 | 0.00% | 1,951 | 351 | 21.9% | $4.65万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $25.79万 | 0.00% | 1,261 | 719 | 132.7% | $14.70万 | 加仓 |
| BSEP | INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER | $25.77万 | 0.00% | 5,360 | -1,743 | -24.5% | -$8.38万 | 减仓 |
| BFEB | INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY | $25.73万 | 0.00% | 5,394 | 3,043 | 129.4% | $14.52万 | 加仓 |
| ZTS | ZOETIS INC CL A | $25.59万 | 0.00% | 2,164 | 1,038 | 92.2% | $12.27万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $25.58万 | 0.00% | 642 | 150 | 30.5% | $5.98万 | 加仓 |
| IYZ | ISHARES U.S. TELECOMMUNICATIONS ETF | $25.48万 | 0.00% | 6,480 | -12,610 | -66.1% | -$49.58万 | 减仓 |
| PLAB | PHOTRONICS INC COM | $25.47万 | 0.00% | 6,303 | 6,303 | — | $25.47万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC COM | $25.41万 | 0.00% | 6,308 | 3,452 | 120.9% | $13.90万 | 加仓 |
| — | UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF | $25.39万 | 0.00% | 6,748 | 6,692 | 11,950.0% | $25.18万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $25.39万 | 0.00% | 9,632 | 5,444 | 130.0% | $14.35万 | 加仓 |
| — | TEMA AMERICAN RESHORING ETF | $25.36万 | 0.00% | 5,093 | -13,424 | -72.5% | -$66.84万 | 减仓 |