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 |
|---|---|---|---|---|---|---|---|---|
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF | $21.30万 | 0.00% | 1,705 | 1,529 | 868.8% | $19.11万 | 加仓 |
| UMI | USCF MIDSTREAM ENERGY INCOME FUND ETF | $21.29万 | 0.00% | 3,634 | 0 | 0.0% | — | 不变 |
| VKQ | INVESCO MUNICIPAL TRUST COM | $21.24万 | 0.00% | 22,314 | 22,314 | — | $21.24万 | 新建仓 |
| OEF | ISHARES S&P 100 ETF | $21.24万 | 0.00% | 667 | -145 | -17.9% | -$4.62万 | 减仓 |
| — | ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF | $21.14万 | 0.00% | 6,599 | -304 | -4.4% | -$9,741 | 减仓 |
| ROST | ROSS STORES INC COM | $21.13万 | 0.00% | 975 | 120 | 14.0% | $2.60万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $21.12万 | 0.00% | 4,011 | -16,111 | -80.1% | -$84.82万 | 减仓 |
| XTN | STATE STREET SPDR S&P TRANSPORTATION ETF | $21.11万 | 0.00% | 2,269 | 2,076 | 1,075.6% | $19.31万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $21.10万 | 0.00% | 1,802 | 2 | 0.1% | $234 | 加仓 |
| UFEB | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY | $21.09万 | 0.00% | 5,811 | 4,090 | 237.7% | $14.85万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $21.05万 | 0.00% | 3,599 | 1,164 | 47.8% | $6.81万 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $21.01万 | 0.00% | 1,551 | 246 | 18.9% | $3.33万 | 加仓 |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $20.89万 | 0.00% | 9,342 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $20.85万 | 0.00% | 4,160 | 1,452 | 53.6% | $7.28万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $20.79万 | 0.00% | 10,014 | 5,191 | 107.6% | $10.78万 | 加仓 |
| RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETF | $20.76万 | 0.00% | 3,729 | 3,484 | 1,422.0% | $19.39万 | 加仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $20.75万 | 0.00% | 1,406 | -163 | -10.4% | -$2.41万 | 减仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $20.63万 | 0.00% | 2,838 | 745 | 35.6% | $5.42万 | 加仓 |
| — | FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - JUNE | $20.62万 | 0.00% | 5,972 | 108 | 1.8% | $3,729 | 加仓 |
| — | VANGUARD LONG-TERM TAX-EXEMPT BOND ETF | $20.61万 | 0.00% | 2,011 | 0 | 0.0% | — | 不变 |
| QGRO | AMERICAN CENTURY U.S. QUALITY GROWTH ETF | $20.51万 | 0.00% | 1,952 | 22 | 1.1% | $2,311 | 加仓 |
| — | MATTHEWS ASIA INNOVATORS ACTIVE ETF | $20.51万 | 0.00% | 5,391 | 0 | 0.0% | — | 不变 |
| — | ISHARES LARGE CAP MAX BUFFER JUN ETF | $20.49万 | 0.00% | 7,278 | 0 | 0.0% | — | 不变 |
| — | FT VEST EMERGING MARKET BUFFER ETF - SEPTEMBER | $20.49万 | 0.00% | 8,515 | -3,424 | -28.7% | -$8.24万 | 减仓 |
| TLTD | FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND | $20.46万 | 0.00% | 2,177 | 1,800 | 477.5% | $16.92万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $20.45万 | 0.00% | 2,877 | 2,405 | 509.5% | $17.09万 | 加仓 |
| TRGP | TARGA RES CORP COM | $20.42万 | 0.00% | 814 | 267 | 48.8% | $6.70万 | 加仓 |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $20.39万 | 0.00% | 5,232 | -4,952 | -48.6% | -$19.30万 | 减仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $20.34万 | 0.00% | 5,726 | 5,120 | 844.9% | $18.19万 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $20.26万 | 0.00% | 288 | 195 | 209.7% | $13.72万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER | $20.22万 | 0.00% | 7,567 | -7,608 | -50.1% | -$20.33万 | 减仓 |
| ACWI | ISHARES MSCI ACWI ETF | $20.21万 | 0.00% | 1,460 | 237 | 19.4% | $3.28万 | 加仓 |
| PCMM | BONDBLOXX PRIVATE CREDIT CLO ETF | $20.19万 | 0.00% | 4,106 | -696 | -14.5% | -$3.42万 | 减仓 |
| — | ARCOSA INC COM | $20.12万 | 0.00% | 1,896 | 1,172 | 161.9% | $12.44万 | 加仓 |
| — | UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF | $20.04万 | 0.00% | 4,749 | 2,801 | 143.8% | $11.82万 | 加仓 |
| FLTR | VANECK IG FLOATING RATE ETF | $19.99万 | 0.00% | 7,844 | 1,458 | 22.8% | $3.72万 | 加仓 |
| — | NEOS NASDAQ 100 HEDGED EQUITY INCOME ETF | $19.95万 | 0.00% | 3,891 | 2,627 | 207.8% | $13.47万 | 加仓 |
| — | INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | $19.87万 | 0.00% | 9,517 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $19.87万 | 0.00% | 1,391 | 929 | 201.1% | $13.27万 | 加仓 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - APRIL | $19.80万 | 0.00% | 8,253 | -1,000 | -10.8% | -$2.40万 | 减仓 |
| TILT | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | $19.74万 | 0.00% | 818 | 648 | 381.2% | $15.64万 | 加仓 |
| FAAR | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF | $19.74万 | 0.00% | 5,849 | 204 | 3.6% | $6,885 | 加仓 |
| FLR | FLUOR CORP COM | $19.70万 | 0.00% | 4,222 | 4,184 | 11,010.5% | $19.52万 | 加仓 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $19.65万 | 0.00% | 6,518 | 4,759 | 270.6% | $14.35万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC COM | $19.64万 | 0.00% | 4,550 | 1,193 | 35.5% | $5.15万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $19.53万 | 0.00% | 1,363 | 1,268 | 1,334.7% | $18.17万 | 加仓 |
| RAAX | VANECK REAL ASSETS ETF | $19.44万 | 0.00% | 4,776 | 0 | 0.0% | — | 不变 |
| SMLV | STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF | $19.43万 | 0.00% | 1,417 | 1,350 | 2,014.9% | $18.51万 | 加仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $19.42万 | 0.00% | 2,409 | 1,112 | 85.7% | $8.96万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $19.37万 | 0.00% | 510 | 52 | 11.4% | $1.98万 | 加仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $19.32万 | 0.00% | 9,336 | 5,849 | 167.7% | $12.10万 | 加仓 |
| FLGB | FRANKLIN FTSE UNITED KINGDOM ETF | $19.30万 | 0.00% | 5,551 | 5,551 | — | $19.30万 | 新建仓 |
| — | INVESCO S&P SMALLCAP 600 PURE GROWTH ETF | $19.29万 | 0.00% | 3,386 | -262 | -7.2% | -$1.49万 | 减仓 |
| VEEV | VEEVA SYS INC CL A COM | $19.25万 | 0.00% | 1,095 | 398 | 57.1% | $7.00万 | 加仓 |
| WAT | WATERS CORP COM | $19.24万 | 0.00% | 646 | 634 | 5,283.3% | $18.88万 | 加仓 |
| — | INNOVATOR 20 YEAR TREASURY BOND 9 BUFFER ETF - JULY | $19.15万 | 0.00% | 9,623 | 952 | 11.0% | $1.89万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUNE ETF | $19.10万 | 0.00% | 6,591 | 2,188 | 49.7% | $6.34万 | 加仓 |
| — | PACER SOLACTIVE WHITNEY FUTURE OF WARFARE ETF | $19.10万 | 0.00% | 5,900 | 5,000 | 555.6% | $16.18万 | 加仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD SHS | $19.09万 | 0.00% | 15,622 | 15,422 | 7,711.0% | $18.85万 | 加仓 |
| XYLD | GLOBAL X S&P 500 COVERED CALL ETF | $19.07万 | 0.00% | 4,873 | 4,873 | — | $19.07万 | 新建仓 |
| SAN | BANCO SANTANDER SA ADR | $19.06万 | 0.00% | 16,913 | 9,027 | 114.5% | $10.17万 | 加仓 |
| OKLO | OKLO INC COM CL A | $19.06万 | 0.00% | 3,843 | 1,064 | 38.3% | $5.28万 | 加仓 |
| USO | UNITED STATES OIL FUND LP | $19.05万 | 0.00% | 1,497 | 357 | 31.3% | $4.54万 | 加仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $19.05万 | 0.00% | 1,201 | 561 | 87.7% | $8.90万 | 加仓 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $19.03万 | 0.00% | 2,245 | 228 | 11.3% | $1.93万 | 加仓 |
| BAR | GRANITESHARES GOLD SHARES | $19.01万 | 0.00% | 4,122 | 0 | 0.0% | — | 不变 |
| TDV | PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF | $18.99万 | 0.00% | 2,242 | -2,562 | -53.3% | -$21.70万 | 减仓 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $18.87万 | 0.00% | 3,249 | 1,559 | 92.2% | $9.05万 | 加仓 |
| EVSM | EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF | $18.70万 | 0.00% | 3,726 | 3,726 | — | $18.70万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP COM | $18.68万 | 0.00% | 1,854 | 1,009 | 119.4% | $10.17万 | 加仓 |
| ZAP | GLOBAL X U.S. ELECTRIFICATION ETF | $18.63万 | 0.00% | 5,793 | 5,793 | — | $18.63万 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $18.62万 | 0.00% | 2,432 | 2,012 | 479.0% | $15.40万 | 加仓 |
| IDLV | INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF | $18.59万 | 0.00% | 5,394 | -111 | -2.0% | -$3,825 | 减仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $18.58万 | 0.00% | 2,242 | 2,242 | — | $18.58万 | 新建仓 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $18.57万 | 0.00% | 4,541 | 4,541 | — | $18.57万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW COM | $18.53万 | 0.00% | 2,803 | 1,643 | 141.6% | $10.86万 | 加仓 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $18.49万 | 0.00% | 3,661 | 683 | 22.9% | $3.45万 | 加仓 |
| — | FRANKLIN MUNICIPAL INCOME ETF | $18.45万 | 0.00% | 23,682 | 20,633 | 676.7% | $16.07万 | 加仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $18.45万 | 0.00% | 5,887 | 195 | 3.4% | $6,110 | 加仓 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - NOVEMBER | $18.38万 | 0.00% | 8,070 | 0 | 0.0% | — | 不变 |
| — | INVESCO PHARMACEUTICALS ETF | $18.36万 | 0.00% | 1,769 | 1,399 | 378.1% | $14.52万 | 加仓 |
| CRBN | ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF | $18.30万 | 0.00% | 821 | 279 | 51.5% | $6.22万 | 加仓 |
| XTL | STATE STREET SPDR S&P TELECOM ETF | $18.28万 | 0.00% | 972 | -7 | -0.7% | -$1,317 | 减仓 |
| — | UNITED STATES COMMODITY INDEX FUND | $18.22万 | 0.00% | 1,912 | -1,034 | -35.1% | -$9.86万 | 减仓 |
| — | ASTORIA REAL ASSETS ETF | $18.18万 | 0.00% | 8,741 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND COM | $18.18万 | 0.00% | 8,224 | 2,007 | 32.3% | $4.44万 | 加仓 |
| RYLD | GLOBAL X RUSSELL 2000 COVERED CALL ETF | $18.17万 | 0.00% | 12,155 | 0 | 0.0% | — | 不变 |
| RSPN | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | $18.15万 | 0.00% | 3,151 | 3,128 | 13,600.0% | $18.02万 | 加仓 |
| XAGG | EATON VANCE INCOME OPPORTUNITIES ETF | $18.10万 | 0.00% | 3,645 | 3,211 | 739.9% | $15.95万 | 加仓 |
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $18.09万 | 0.00% | 7,448 | 6,633 | 813.9% | $16.11万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | $18.06万 | 0.00% | 2,779 | 1,126 | 68.1% | $7.32万 | 加仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $17.98万 | 0.00% | 1,857 | 763 | 69.7% | $7.39万 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $17.96万 | 0.00% | 1,924 | -642 | -25.0% | -$5.99万 | 减仓 |
| PPL | PPL CORP COM | $17.90万 | 0.00% | 4,686 | 2,686 | 134.3% | $10.26万 | 加仓 |
| IVZ | INVESCO LTD SHS | $17.89万 | 0.00% | 7,365 | 124 | 1.7% | $3,012 | 加仓 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - MAY | $17.84万 | 0.00% | 7,184 | -14,970 | -67.6% | -$37.18万 | 减仓 |
| FLTW | FRANKLIN FTSE TAIWAN ETF | $17.83万 | 0.00% | 2,618 | 31 | 1.2% | $2,112 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JAN ETF | $17.83万 | 0.00% | 6,522 | 3,862 | 145.2% | $10.56万 | 加仓 |
| MSCI | MSCI INC COM | $17.82万 | 0.00% | 330 | 26 | 8.6% | $1.40万 | 加仓 |
| HMOP | HARTFORD MUNICIPAL OPPORTUNITIES ETF | $17.81万 | 0.00% | 4,598 | 41 | 0.9% | $1,588 | 加仓 |