13F 机构持仓

HARBOUR INVESTMENTS, INC.

MADISON WI · SEC CIK 0000810121

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.6%
QQQ 2.5%
SDVY 2.3%
AAPL 1.8%
UCON 1.6%
AVEM 1.4%
BUFR 1.4%
IJH 1.3%
IVV 1.2%
CGCP 1.1%

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
AA ALCOA CORP COM $17.79万0.00%2,682 1,810207.6% $12.01万 加仓
PFFD GLOBAL X U.S. PREFERRED ETF $17.71万0.00%9,625 2,94344.0% $5.42万 加仓
— NUVEEN AA-BBB CLO ETF $17.70万0.00%7,098 00.0% — 不变
BKIE BNY MELLON INTERNATIONAL EQUITY ETF $17.66万0.00%1,890 -5-0.3% -$467 减仓
RA BROOKFIELD REAL ASSETS INCOME SHS BEN INT $17.65万0.00%13,721 13,721— $17.65万 新建仓
— ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED OCT ETF $17.64万0.00%6,389 00.0% — 不变
BAP CREDICORP LTD COM $17.62万0.00%519 519— $17.62万 新建仓
BAX BAXTER INTL INC COM $17.62万0.00%10,490 8498.8% $1.43万 加仓
ECOW PACER EMERGING MARKETS CASH COWS 100 ETF $17.48万0.00%6,552 40.1% $107 加仓
BUFY FT VEST LADDERED INTERNATIONAL MODERATE BUFFER ETF $17.44万0.00%7,793 7,793— $17.44万 新建仓
NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER $17.43万0.00%3,093 -1,718-35.7% -$9.68万 减仓
CWST CASELLA WASTE SYS INC CL A $17.39万0.00%2,192 48828.6% $3.87万 加仓
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND $17.29万0.00%3,615 3,3531,279.8% $16.04万 加仓
EDV VANGUARD EXTENDED DURATION TREASURY ETF $17.29万0.00%2,662 -346,369-99.2% -$2,249.67万 减仓
— ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF $17.28万0.00%4,807 -789-14.1% -$2.84万 减仓
— MATTHEWS PACIFIC TIGER ACTIVE ETF $17.10万0.00%4,908 00.0% — 不变
— FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST $17.05万0.00%7,365 00.0% — 不变
— FIRST TRUST SMID CAPITAL STRENGTH ETF $17.00万0.00%4,828 1543.3% $5,421 加仓
CIM CHIMERA INVT CORP COM SHS $16.96万0.00%13,515 -55,390-80.4% -$69.52万 减仓
OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF $16.94万0.00%3,872 1,40056.6% $6.12万 加仓
GRMN GARMIN LTD SHS $16.93万0.00%729 429143.0% $9.97万 加仓
MFC MANULIFE FINL CORP COM $16.88万0.00%4,900 2,787131.9% $9.60万 加仓
DWX STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF $16.85万0.00%3,694 3,6295,583.1% $16.55万 加仓
INGR INGREDION INC COM $16.83万0.00%1,494 -714-32.3% -$8.04万 减仓
PRDO PERDOCEO ED CORP COM $16.83万0.00%4,521 4,521— $16.83万 新建仓
CLOI VANECK CLO ETF $16.76万0.00%3,180 -1,816-36.3% -$9.57万 减仓
OUNZ VANECK MERK GOLD ETF $16.75万0.00%3,718 150.4% $676 加仓
KEY KEYCORP COM $16.73万0.00%8,345 5,165162.4% $10.36万 加仓
SLVP ISHARES MSCI GLOBAL SILVER MINERS ETF $16.70万0.00%4,709 4,5502,861.6% $16.13万 加仓
COHR COHERENT CORP COM $16.63万0.00%698 -2,032-74.4% -$48.40万 减仓
STK COLUMBIA SELIGM PREM TECH GRW COM $16.60万0.00%4,377 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG NAMEN AKT $16.60万0.00%3,489 1,62286.9% $7.72万 加仓
CMG CHIPOTLE MEXICAN GRILL INC COM $16.57万0.00%5,179 81118.6% $2.60万 加仓
— ALLIANZIM U.S. EQUITY BUFFER10 APR ETF $16.56万0.00%3,896 -883-18.5% -$3.75万 减仓
— FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF $16.54万0.00%14,211 3,32630.6% $3.87万 加仓
— PGIM S&P 500 BUFFER 20 ETF - AUGUST $16.48万0.00%5,559 5,559— $16.48万 新建仓
CII BLACKROCK ENHANCED LARGE CAP C COM $16.39万0.00%7,798 3,86598.3% $8.12万 加仓
— EATON VANCE MUN INCOME TR SH BEN INT $16.39万0.00%15,744 15,3233,639.7% $15.95万 加仓
— INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBER $16.37万0.00%4,393 3,365327.3% $12.54万 加仓
EWU ISHARES MSCI UNITED KINGDOM ETF $16.37万0.00%3,593 95336.1% $4.34万 加仓
— ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 MAR/SEP ETF $16.32万0.00%5,222 2,08366.4% $6.51万 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW $16.26万0.00%2,306 1597.4% $1.12万 加仓
BKR BAKER HUGHES COMPANY CL A $16.24万0.00%2,659 1,21784.4% $7.43万 加仓
CPRT COPART INC COM $16.20万0.00%4,880 3,015161.7% $10.01万 加仓
— CALAMOS BITCOIN STRUCTURED ALT PROTECTION ETF - OCTOBER $16.19万0.00%6,644 -624-8.6% -$1.52万 减仓
— CALAMOS BITCOIN STRUCTURED ALT PROTECTION ETF - JULY $16.17万0.00%6,644 -60-0.9% -$1,461 减仓
EXPE EXPEDIA GROUP INC COM NEW $16.16万0.00%699 32687.4% $7.54万 加仓
BAMG BROOKSTONE GROWTH STOCK ETF $16.16万0.00%4,424 3,663481.3% $13.38万 加仓
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF $16.06万0.00%3,827 -12,028-75.9% -$50.47万 减仓
— ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED NOV ETF $16.05万0.00%5,700 2,53179.9% $7.13万 加仓
SNPE XTRACKERS S&P 500 SCORED & SCREENED ETF $16.00万0.00%2,687 2,67726,770.0% $15.94万 加仓
— STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF $15.99万0.00%3,935 1,20444.1% $4.89万 加仓
HYEM VANECK EMERGING MARKETS HIGH YIELD BOND ETF $15.99万0.00%8,104 3,16864.2% $6.25万 加仓
SNPS SYNOPSYS INC COM $15.90万0.00%401 -230-36.5% -$9.12万 减仓
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK $15.84万0.00%6,861 3,42299.5% $7.90万 加仓
— FIRST TRUST NASDAQ OIL & GAS ETF $15.81万0.00%4,095 96130.7% $3.71万 加仓
AON AON PLC SHS CL A $15.81万0.00%489 7016.7% $2.26万 加仓
LEU CENTRUS ENERGY CORP CL A $15.78万0.00%909 21130.2% $3.66万 加仓
CXW CORECIVIC INC COM $15.76万0.00%8,331 2,71648.4% $5.14万 加仓
— ALLIANZIM U.S. EQUITY 6 MONTH FLOOR5 APR/OCT ETF $15.71万0.00%5,784 -123-2.1% -$3,342 减仓
RPG INVESCO S&P 500 PURE GROWTH ETF $15.70万0.00%3,359 -42-1.2% -$1,963 减仓
LVHD FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF $15.69万0.00%3,687 2176.3% $9,236 加仓
S SENTINELONE INC CL A $15.66万0.00%12,162 9728.7% $1.25万 加仓
LUNR INTUITIVE MACHINES INC CLASS A COM $15.65万0.00%8,432 8,432— $15.65万 新建仓
ALAI ALGER AI ENABLERS & ADOPTERS ETF $15.63万0.00%4,731 4,6314,631.0% $15.30万 加仓
RACE FERRARI N V COM $15.55万0.00%463 11733.8% $3.93万 加仓
— INSPIRE GROWTH ETF $15.52万0.00%4,241 -42,355-90.9% -$155.01万 减仓
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF $15.47万0.00%1,281 687115.7% $8.30万 加仓
DLTR DOLLAR TREE INC COM $15.43万0.00%1,409 1,112374.4% $12.18万 加仓
— BROOKSTONE VALUE STOCK ETF $15.43万0.00%4,746 3,917472.5% $12.73万 加仓
MMU WESTERN ASSET MANAGED MUNS FD COM $15.38万0.00%14,959 00.0% — 不变
QQQI NEOS NASDAQ 100 HIGH INCOME ETF $15.37万0.00%3,093 1,745129.5% $8.67万 加仓
ASH ASHLAND INC COM $15.37万0.00%2,763 40.1% $222 加仓
— ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED AUG ETF $15.33万0.00%5,400 -1,971-26.7% -$5.60万 减仓
— PIMCO RAFI ESG U.S. ETF $15.31万0.00%3,678 3,678— $15.31万 新建仓
RHP RYMAN HOSPITALITY PPTYS INC COM $15.29万0.00%1,657 1,65455,133.3% $15.26万 加仓
APPF APPFOLIO INC COM CL A $15.26万0.00%967 967— $15.26万 新建仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS $15.24万0.00%5,714 1,10023.8% $2.93万 加仓
— VANGUARD HIGH-YIELD ACTIVE ETF $15.20万0.00%2,043 97290.8% $7.23万 加仓
MSGK MADISON SQUARE GRDN SPRT CORP CL A $15.20万0.00%473 11130.7% $3.57万 加仓
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER $15.19万0.00%3,718 -2,668-41.8% -$10.90万 减仓
— INVESCO BULLETSHARES 2032 HIGH YIELD CORPORATE BOND ETF $15.16万0.00%6,023 00.0% — 不变
CCI CROWN CASTLE INC COM $15.16万0.00%1,864 87388.1% $7.10万 加仓
— ZACKS QUALITY INTERNATIONAL ETF $15.11万0.00%5,606 3,565174.7% $9.61万 加仓
WHR WHIRLPOOL CORP COM $15.08万0.00%2,796 2,275436.7% $12.27万 加仓
CTAS CINTAS CORP COM $15.04万0.00%889 28847.9% $4.87万 加仓
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF $15.04万0.00%1,993 85975.7% $6.48万 加仓
— INVESCO S&P SMALLCAP INDUSTRIALS ETF $15.03万0.00%972 97048,500.0% $15.00万 加仓
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS $15.01万0.00%8,107 3,49575.8% $6.47万 加仓
VMI VALMONT INDS INC COM $15.00万0.00%375 37437,400.0% $14.96万 加仓
BDJ BLACKROCK ENHANCED EQUITY DIVI COM $14.99万0.00%17,386 3,99329.8% $3.44万 加仓
MGM MGM RESORTS INTERNATIONAL COM $14.98万0.00%4,048 2,488159.5% $9.21万 加仓
PTMC PACER TRENDPILOT US MID CAP ETF $14.94万0.00%4,085 74022.1% $2.71万 加仓
EFIV STATE STREET SPDR S&P 500 ESG ETF $14.92万0.00%2,366 1,871378.0% $11.80万 重新持有
VMC VULCAN MATLS CO COM $14.91万0.00%547 365200.5% $9.95万 加仓
RNR RENAISSANCERE HLDGS LTD COM $14.86万0.00%499 19162.0% $5.69万 加仓
EOS EATON VANCE ENHANCED EQUITY IN COM $14.83万0.00%7,250 1,40624.1% $2.88万 加仓
DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF $14.83万0.00%2,747 2,747— $14.83万 新建仓
IYE ISHARES U.S. ENERGY ETF $14.82万0.00%2,288 1,07688.8% $6.97万 加仓
— FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF $14.73万0.00%4,089 00.0% — 不变