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 |
|---|---|---|---|---|---|---|---|---|
| BAUG | INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | $25.32万 | 0.00% | 5,183 | 1,194 | 29.9% | $5.83万 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $25.28万 | 0.00% | 7,441 | 3,968 | 114.3% | $13.48万 | 加仓 |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $25.27万 | 0.00% | 3,708 | 1,270 | 52.1% | $8.65万 | 加仓 |
| MAYW | ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF | $25.23万 | 0.00% | 7,465 | -8,139 | -52.2% | -$27.50万 | 减仓 |
| CR | CRANE COMPANY COMMON STOCK | $25.21万 | 0.00% | 1,474 | 126 | 9.3% | $2.15万 | 加仓 |
| VOLT | TEMA ELECTRIFICATION ETF | $25.08万 | 0.00% | 7,326 | 6,876 | 1,528.0% | $23.54万 | 加仓 |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $25.07万 | 0.00% | 5,619 | 73 | 1.3% | $3,257 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $25.01万 | 0.00% | 3,451 | 2,357 | 215.4% | $17.08万 | 加仓 |
| KBWB | INVESCO KBW BANK ETF | $24.97万 | 0.00% | 3,156 | 64 | 2.1% | $5,064 | 加仓 |
| TLN | TALEN ENERGY CORP COM | $24.96万 | 0.00% | 782 | 187 | 31.4% | $5.97万 | 加仓 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $24.96万 | 0.00% | 3,647 | 1,259 | 52.7% | $8.62万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $24.96万 | 0.00% | 1,258 | -213 | -14.5% | -$4.23万 | 减仓 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $24.91万 | 0.00% | 3,856 | 3,773 | 4,545.8% | $24.37万 | 加仓 |
| LQDH | ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | $24.85万 | 0.00% | 2,691 | 228 | 9.3% | $2.11万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $24.80万 | 0.00% | 2,583 | 1,049 | 68.4% | $10.07万 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $24.70万 | 0.00% | 2,704 | 1,200 | 79.8% | $10.96万 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $24.57万 | 0.00% | 22,582 | 5,554 | 32.6% | $6.04万 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - SEPTEMBER | $24.51万 | 0.00% | 5,853 | -316 | -5.1% | -$1.32万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $24.50万 | 0.00% | 588 | -63 | -9.7% | -$2.62万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC COM | $24.45万 | 0.00% | 16,946 | 13,072 | 337.4% | $18.86万 | 加仓 |
| PHM | PULTE GROUP INC COM | $24.44万 | 0.00% | 2,078 | 488 | 30.7% | $5.74万 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $24.36万 | 0.00% | 11,336 | 8,820 | 350.6% | $18.95万 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $24.36万 | 0.00% | 5,252 | 501 | 10.5% | $2.32万 | 加仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $24.31万 | 0.00% | 5,637 | 645 | 12.9% | $2.78万 | 加仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - JANUARY | $24.27万 | 0.00% | 7,399 | 7,399 | — | $24.27万 | 新建仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COM | $24.20万 | 0.00% | 22,341 | 20,041 | 871.3% | $21.70万 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - AUGUST | $24.15万 | 0.00% | 6,507 | -5,904 | -47.6% | -$21.92万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $24.13万 | 0.00% | 12,199 | 5,355 | 78.2% | $10.59万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $24.12万 | 0.00% | 1,221 | 725 | 146.2% | $14.32万 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $24.12万 | 0.00% | 9,872 | 8,463 | 600.6% | $20.67万 | 加仓 |
| PJUN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $24.07万 | 0.00% | 5,755 | -3,491 | -37.8% | -$14.60万 | 减仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $24.06万 | 0.00% | 2,149 | 1,770 | 467.0% | $19.81万 | 加仓 |
| NBOS | NEUBERGER OPTION STRATEGY ETF | $23.99万 | 0.00% | 8,971 | 8,971 | — | $23.99万 | 新建仓 |
| — | INFRACAP MLP ETF | $23.93万 | 0.00% | 5,192 | 2,947 | 131.3% | $13.58万 | 加仓 |
| MKL | MARKEL GROUP INC COM | $23.93万 | 0.00% | 125 | -5 | -3.8% | -$9,570 | 减仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $23.91万 | 0.00% | 11,448 | -7,309 | -39.0% | -$15.27万 | 减仓 |
| IDCC | INTERDIGITAL INC COM | $23.89万 | 0.00% | 791 | 228 | 40.5% | $6.89万 | 加仓 |
| — | VANECK RETAIL ETF | $23.89万 | 0.00% | 952 | 75 | 8.6% | $1.88万 | 加仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $23.86万 | 0.00% | 2,344 | 85 | 3.8% | $8,653 | 加仓 |
| OUSA | ALPS O'SHARES U.S. QUALITY DIVIDEND ETF | $23.80万 | 0.00% | 4,274 | 4,274 | — | $23.80万 | 新建仓 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER | $23.61万 | 0.00% | 6,174 | -17,750 | -74.2% | -$67.88万 | 减仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $23.58万 | 0.00% | 3,356 | 354 | 11.8% | $2.49万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $23.54万 | 0.00% | 2,557 | -1,391 | -35.2% | -$12.81万 | 减仓 |
| VAW | VANGUARD MATERIALS ETF | $23.52万 | 0.00% | 1,043 | 645 | 162.1% | $14.54万 | 加仓 |
| — | JANUS HENDERSON GLOBAL ARTIFICIAL INTELLIGENCE ETF | $23.50万 | 0.00% | 9,167 | 9,167 | — | $23.50万 | 新建仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $23.48万 | 0.00% | 2,781 | 1,161 | 71.7% | $9.80万 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $23.47万 | 0.00% | 1,139 | 447 | 64.6% | $9.21万 | 加仓 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $23.43万 | 0.00% | 35,341 | 15,588 | 78.9% | $10.34万 | 加仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $23.39万 | 0.00% | 8,145 | 5,886 | 260.6% | $16.91万 | 加仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JANUARY | $23.36万 | 0.00% | 9,337 | 794 | 9.3% | $1.99万 | 加仓 |
| JPSE | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | $23.34万 | 0.00% | 4,452 | 4,452 | — | $23.34万 | 新建仓 |
| OMER | OMEROS CORP COM | $23.26万 | 0.00% | 22,025 | 190 | 0.9% | $2,006 | 加仓 |
| — | TRUESHARES STRUCTURED OUTCOME (DECEMBER) ETF | $23.20万 | 0.00% | 5,974 | 180 | 3.1% | $6,989 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $23.16万 | 0.00% | 2,253 | -1,008 | -30.9% | -$10.36万 | 减仓 |
| IESC | IES HOLDINGS INC COM | $23.14万 | 0.00% | 485 | 130 | 36.6% | $6.20万 | 加仓 |
| — | SPECIAL OPPORTUNITIES FD INC COM | $23.14万 | 0.00% | 16,813 | 529 | 3.2% | $7,279 | 加仓 |
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $23.09万 | 0.00% | 4,576 | -1,092 | -19.3% | -$5.51万 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MAY | $23.07万 | 0.00% | 9,008 | 164 | 1.9% | $4,200 | 加仓 |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | $23.03万 | 0.00% | 2,667 | 2,667 | — | $23.03万 | 新建仓 |
| SOLV | SOLVENTUM CORP COM SHS | $22.89万 | 0.00% | 3,505 | 1,919 | 121.0% | $12.53万 | 加仓 |
| RKT | ROCKET COS INC COM CL A | $22.75万 | 0.00% | 15,966 | 938 | 6.2% | $1.34万 | 加仓 |
| DHT | DHT HOLDINGS INC SHS NEW | $22.73万 | 0.00% | 12,441 | 5,204 | 71.9% | $9.51万 | 加仓 |
| — | DEMOCRATIC LARGE CAP CORE ETF | $22.66万 | 0.00% | 5,636 | 5,636 | — | $22.66万 | 新建仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $22.64万 | 0.00% | 27,404 | 19,958 | 268.0% | $16.49万 | 加仓 |
| LDUR | PIMCO ENHANCED LOW DURATION ACTIVE ETF | $22.52万 | 0.00% | 2,350 | 1,699 | 261.0% | $16.28万 | 加仓 |
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | $22.50万 | 0.00% | 4,982 | 220 | 4.6% | $9,937 | 加仓 |
| STT | STATE STR CORP COM | $22.50万 | 0.00% | 1,777 | 778 | 77.9% | $9.85万 | 加仓 |
| PPG | PPG INDS INC COM | $22.49万 | 0.00% | 2,104 | 1,899 | 926.3% | $20.30万 | 加仓 |
| SN | SHARKNINJA INC COM SHS | $22.47万 | 0.00% | 2,122 | -18 | -0.8% | -$1,906 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME FD COM SHS | $22.43万 | 0.00% | 46,062 | 2,783 | 6.4% | $1.36万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI COM | $22.42万 | 0.00% | 13,954 | 13,954 | — | $22.42万 | 新建仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 | $22.38万 | 0.00% | 7,623 | -687 | -8.3% | -$2.02万 | 减仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $22.38万 | 0.00% | 8,916 | 8,847 | 12,821.7% | $22.20万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $22.34万 | 0.00% | 4,234 | 3,167 | 296.8% | $16.71万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY COM | $22.33万 | 0.00% | 10,029 | 2,467 | 32.6% | $5.49万 | 加仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - DECEMBER | $22.32万 | 0.00% | 8,283 | -245 | -2.9% | -$6,602 | 减仓 |
| EQAL | INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | $22.32万 | 0.00% | 4,050 | 94 | 2.4% | $5,179 | 加仓 |
| LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | $22.25万 | 0.00% | 11,365 | 3,624 | 46.8% | $7.10万 | 加仓 |
| AKRE | AKRE FOCUS ETF | $22.23万 | 0.00% | 4,206 | -3,601 | -46.1% | -$19.03万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $22.18万 | 0.00% | 7,282 | -1,949 | -21.1% | -$5.94万 | 减仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $22.07万 | 0.00% | 9,489 | 63 | 0.7% | $1,465 | 加仓 |
| TAFI | AB TAX-AWARE SHORT DURATION MUNICIPAL ETF | $21.96万 | 0.00% | 8,721 | -33,758 | -79.5% | -$85.01万 | 减仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $21.90万 | 0.00% | 3,362 | 336 | 11.1% | $2.19万 | 加仓 |
| BOCT | INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | $21.87万 | 0.00% | 4,558 | 567 | 14.2% | $2.72万 | 加仓 |
| UBS | UBS GROUP AG SHS | $21.82万 | 0.00% | 5,586 | 369 | 7.1% | $1.44万 | 加仓 |
| SMMV | ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | $21.78万 | 0.00% | 4,993 | 520 | 11.6% | $2.27万 | 加仓 |
| RSPA | INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF | $21.75万 | 0.00% | 4,350 | 4,350 | — | $21.75万 | 新建仓 |
| INDA | ISHARES MSCI INDIA ETF | $21.74万 | 0.00% | 4,641 | 2,116 | 83.8% | $9.91万 | 加仓 |
| — | INVESCO ADVANTAGE MUN INCOME T SH BEN INT | $21.70万 | 0.00% | 25,053 | 23,053 | 1,152.7% | $19.96万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $21.65万 | 0.00% | 4,442 | 1,915 | 75.8% | $9.33万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $21.63万 | 0.00% | 769 | 609 | 380.6% | $17.13万 | 加仓 |
| — | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND | $21.63万 | 0.00% | 7,776 | 1,300 | 20.1% | $3.62万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $21.57万 | 0.00% | 3,109 | 1,687 | 118.6% | $11.71万 | 加仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $21.56万 | 0.00% | 8,870 | 1,605 | 22.1% | $3.90万 | 加仓 |
| LCII | LCI INDS COM | $21.55万 | 0.00% | 1,752 | 1,752 | — | $21.55万 | 新建仓 |
| — | CALAMOS NASDAQ AUTOCALLABLE INCOME ETF | $21.54万 | 0.00% | 9,036 | 9,036 | — | $21.54万 | 新建仓 |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETF | $21.49万 | 0.00% | 3,727 | 3,532 | 1,811.3% | $20.36万 | 加仓 |
| SKY | CHAMPION HOMES INC COM | $21.44万 | 0.00% | 2,883 | -2,878 | -50.0% | -$21.40万 | 减仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $21.33万 | 0.00% | 5,576 | 739 | 15.3% | $2.83万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $21.33万 | 0.00% | 2,767 | 1,701 | 159.6% | $13.11万 | 加仓 |