13F 机构持仓

HARBOUR INVESTMENTS, INC.

MADISON WI · SEC CIK 0000810121

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$74.27亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 3.8%
QQQ 2.9%
SDVY 2.3%
AAPL 1.8%
AVEM 1.5%
UCON 1.4%
IVV 1.3%
IJH 1.3%
BUFR 1.3%
SPY 1.0%

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
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF $24.16万0.00%3,477 -231-6.2% -$1.60万 减仓
— FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF $24.15万0.00%5,357 -4,088-43.3% -$18.43万 减仓
VAW VANGUARD MATERIALS ETF $24.04万0.00%1,051 80.8% $1,830 加仓
— INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER $24.03万0.00%5,814 -1,170-16.8% -$4.84万 减仓
— CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JANUARY $24.00万0.00%9,337 00.0% — 不变
— ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED APR ETF $23.89万0.00%7,482 -4,001-34.8% -$12.77万 减仓
DHT DHT HOLDINGS INC SHS NEW $23.89万0.00%14,451 2,01016.2% $3.32万 加仓
TSCO TRACTOR SUPPLY CO COM $23.85万0.00%7,546 -7,894-51.1% -$24.95万 减仓
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF $23.81万0.00%8,144 -1-0.0% -$29 减仓
UTF COHEN & STEERS INFRASTRUCTURE COM $23.80万0.00%8,628 -5,787-40.1% -$15.97万 减仓
— INVESCO ADVANTAGE MUN INCOME T SH BEN INT $23.75万0.00%25,053 00.0% — 不变
BKR BAKER HUGHES COMPANY CL A $23.68万0.00%4,266 1,60760.4% $8.92万 加仓
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF $23.62万0.00%4,204 -2,709-39.2% -$15.22万 减仓
CPB THE CAMPBELLS COMPANY COM $23.61万0.00%10,601 5725.7% $1.27万 加仓
MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND $23.60万0.00%5,157 1753.5% $8,008 加仓
DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF $23.59万0.00%7,708 1,19018.3% $3.64万 加仓
— STRATEGY INC SERIES A PERP PF $23.59万0.00%4,011 -276-6.4% -$1.62万 减仓
STK COLUMBIA SELIGM PREM TECH GRW COM $23.58万0.00%4,377 00.0% — 不变
— INNOVATOR U.S. SMALL CAP MANAGED FLOOR ETF $23.52万0.00%7,174 4,668186.3% $15.30万 加仓
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF $23.50万0.00%2,399 -1-0.0% -$98 减仓
IYJ ISHARES U.S. INDUSTRIALS ETF $23.44万0.00%1,406 00.0% — 不变
BTI BRITISH AMERN TOB PLC SPONSORED ADR $23.38万0.00%3,786 1875.2% $1.15万 加仓
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF $23.33万0.00%4,620 441.0% $2,222 加仓
— FRANKLIN MUNICIPAL INCOME ETF $23.23万0.00%29,298 5,61623.7% $4.45万 加仓
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER $23.21万0.00%4,378 -180-3.9% -$9,544 减仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JUNE $23.17万0.00%11,947 11,947— $23.17万 新建仓
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF $23.12万0.00%3,089 -273-8.1% -$2.04万 减仓
WTRG ESSENTIAL UTILS INC COM $23.08万0.00%6,024 -284-4.5% -$1.09万 减仓
CBOE CBOE GLOBAL MKTS INC COM $23.08万0.00%951 18223.7% $4.42万 加仓
ROST ROSS STORES INC COM $23.04万0.00%1,083 10811.1% $2.30万 加仓
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF $22.99万0.00%4,993 00.0% — 不变
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF $22.94万0.00%2,463 -228-8.5% -$2.12万 减仓
ACWI ISHARES MSCI ACWI ETF $22.92万0.00%1,460 00.0% — 不变
— ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF $22.85万0.00%6,600 10.0% $35 加仓
OSCR OSCAR HEALTH INC CL A $22.76万0.00%7,980 3,85593.5% $10.99万 加仓
— INVESCO S&P SMALLCAP 600 PURE GROWTH ETF $22.75万0.00%3,129 -257-7.6% -$1.87万 减仓
VEEV VEEVA SYS INC CL A COM $22.68万0.00%1,278 18316.7% $3.25万 加仓
TD TORONTO DOMINION BK ONT COM NEW $22.64万0.00%1,864 -60-3.1% -$7,288 减仓
SMLV STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF $22.61万0.00%1,437 201.4% $3,147 加仓
TTE TOTALENERGIES SE ACT $22.58万0.00%2,904 2007.4% $1.56万 加仓
UFEB INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY $22.46万0.00%5,811 00.0% — 不变
VKQ INVESCO MUNICIPAL TRUST COM $22.40万0.00%22,314 00.0% — 不变
HRB BLOCK H & R INC COM $22.39万0.00%5,879 -3,329-36.2% -$12.68万 减仓
XJQCX NUVEEN CR STRATEGIES INCOME FD COM SHS $22.39万0.00%46,062 00.0% — 不变
CLOI VANECK CLO ETF $22.36万0.00%4,223 1,04332.8% $5.52万 加仓
RKT ROCKET COS INC COM CL A $22.34万0.00%14,184 -1,782-11.2% -$2.81万 减仓
— ISHARES S&P 500 EX S&P 100 ETF $22.33万0.00%7,402 7,402— $22.33万 新建仓
GSY INVESCO ULTRA SHORT DURATION ETF $22.31万0.00%4,448 2886.9% $1.44万 加仓
— CHART INDS INC COM $22.23万0.00%1,064 -1,263-54.3% -$26.39万 减仓
— MATTHEWS PACIFIC TIGER ACTIVE ETF $22.22万0.00%4,908 00.0% — 不变
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF $22.20万0.00%9,587 981.0% $2,270 加仓
AMCR AMCOR PLC COM NEW $22.18万0.00%5,116 -1,396-21.4% -$6.05万 减仓
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF $22.16万0.00%8,777 -1,555-15.1% -$3.93万 减仓
— FT VEST EMERGING MARKET BUFFER ETF - SEPTEMBER $22.14万0.00%8,515 00.0% — 不变
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF $22.14万0.00%5,579 30.1% $119 加仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH $22.12万0.00%7,839 4,884165.3% $13.78万 加仓
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK $22.09万0.00%7,478 6179.0% $1.82万 加仓
SAN BANCO SANTANDER SA ADR $22.02万0.00%15,958 -955-5.6% -$1.32万 减仓
— NEOS NASDAQ 100 HEDGED EQUITY INCOME ETF $22.02万0.00%3,944 531.4% $2,959 加仓
OMER OMEROS CORP COM $22.01万0.00%23,139 1,1145.1% $1.06万 加仓
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF $21.95万0.00%1,423 -8,797-86.1% -$135.70万 减仓
FLR FLUOR CORP COM $21.90万0.00%4,180 -42-1.0% -$2,200 减仓
— ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF $21.83万0.00%4,805 4,805— $21.83万 新建仓
VMI VALMONT INDS INC COM $21.72万0.00%376 10.3% $578 加仓
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF $21.71万0.00%3,743 140.4% $812 加仓
BKIE BNY MELLON INTERNATIONAL EQUITY ETF $21.65万0.00%2,152 26213.9% $2.64万 加仓
RPG INVESCO S&P 500 PURE GROWTH ETF $21.45万0.00%3,359 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - $21.40万0.00%4,064 -133-3.2% -$7,003 减仓
ONB OLD NATL BANCORP IND COM $21.39万0.00%8,257 330.4% $855 加仓
— INVESCO PHARMACEUTICALS ETF $21.36万0.00%1,803 341.9% $4,028 加仓
ULTA ULTA BEAUTY INC COM $21.31万0.00%473 -686-59.2% -$30.91万 减仓
QQQI NEOS NASDAQ 100 HIGH INCOME ETF $21.23万0.00%3,739 64620.9% $3.67万 加仓
— ISHARES LARGE CAP MAX BUFFER JUN ETF $21.20万0.00%7,278 00.0% — 不变
JGH NUVEEN GLOBAL HIGH INCOME FD SHS $21.18万0.00%16,636 1,0146.5% $1.29万 加仓
CECO CECO ENVIRONMENTAL CORP COM $21.16万0.00%2,332 00.0% — 不变
ALSN ALLISON TRANSMISSION HLDGS INC COM $21.12万0.00%1,873 713.9% $8,005 加仓
QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF $21.10万0.00%1,787 -165-8.5% -$1.95万 减仓
SGVT SCHWAB GOVERNMENT MONEY MARKET ETF $21.09万0.00%2,094 -1,463-41.1% -$14.74万 减仓
FNV FRANCO NEV CORP COM $21.08万0.00%1,011 -727-41.8% -$15.16万 减仓
— VANGUARD LONG-TERM TAX-EXEMPT BOND ETF $21.07万0.00%2,011 00.0% — 不变
STM STMICROELECTRONICS N V NY REGISTRY $21.06万0.00%2,812 98453.8% $7.37万 加仓
— INNOVATOR 20 YEAR TREASURY BOND 5 FLOOR ETF - JULY $21.05万0.00%10,764 3,60650.4% $7.05万 加仓
RMBS RAMBUS INC DEL COM $20.97万0.00%1,580 00.0% — 不变
UMI USCF MIDSTREAM ENERGY INCOME FUND ETF $20.94万0.00%3,559 -75-2.1% -$4,413 减仓
CRBN ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF $20.92万0.00%827 60.7% $1,518 加仓
BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF $20.88万0.00%9,342 00.0% — 不变
MISL FIRST TRUST INDXX AEROSPACE & DEFENSE ETF $20.72万0.00%4,528 1,89572.0% $8.67万 加仓
TRGP TARGA RES CORP COM $20.70万0.00%772 -42-5.2% -$1.13万 减仓
BAP CREDICORP LTD COM $20.54万0.00%527 81.5% $3,118 加仓
TROW PRICE T ROWE GROUP INC COM $20.54万0.00%1,807 38827.3% $4.41万 加仓
OTIS OTIS WORLDWIDE CORP COM $20.53万0.00%2,867 1003.6% $7,160 加仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 $20.51万0.00%6,785 -838-11.0% -$2.53万 减仓
IDCC INTERDIGITAL INC COM $20.50万0.00%724 -67-8.5% -$1.90万 减仓
RA BROOKFIELD REAL ASSETS INCOME SHS BEN INT $20.49万0.00%15,909 2,18815.9% $2.82万 加仓
CMS CMS ENERGY CORP COM $20.46万0.00%2,674 -1,540-36.5% -$11.78万 减仓
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF $20.40万0.00%2,233 -12-0.5% -$1,097 减仓
— INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER $20.39万0.00%4,961 -1,213-19.6% -$4.99万 减仓
CII BLACKROCK ENHANCED LARGE CAP C COM $20.39万0.00%7,799 10.0% $26 加仓
VTRS VIATRIS INC COM $20.27万0.00%12,765 2,33122.3% $3.70万 加仓
— FT VEST NASDAQ-100 MODERATE BUFFER ETF - NOVEMBER $20.25万0.00%8,070 00.0% — 不变