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 |
|---|---|---|---|---|---|---|---|---|
| — | FIDELITY STOCKS FOR INFLATION ETF | $14.70万 | 0.00% | 2,990 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $14.62万 | 0.00% | 371 | 97 | 35.4% | $3.82万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $14.62万 | 0.00% | 481 | 481 | — | $14.62万 | 新建仓 |
| — | INVESCO S&P SMALLCAP HEALTH CARE ETF | $14.61万 | 0.00% | 3,551 | -160 | -4.3% | -$6,583 | 减仓 |
| — | THEMES TRANSATLANTIC DEFENSE ETF | $14.60万 | 0.00% | 3,789 | 3,789 | — | $14.60万 | 新建仓 |
| IR | INGERSOLL RAND INC COM | $14.59万 | 0.00% | 1,820 | 164 | 9.9% | $1.31万 | 加仓 |
| SNDK | SANDISK CORP COM | $14.58万 | 0.00% | 230 | 172 | 296.6% | $10.90万 | 加仓 |
| FLJP | FRANKLIN FTSE JAPAN ETF | $14.57万 | 0.00% | 4,027 | 951 | 30.9% | $3.44万 | 加仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $14.56万 | 0.00% | 6,651 | 48 | 0.7% | $1,051 | 加仓 |
| DOCU | DOCUSIGN INC COM | $14.55万 | 0.00% | 3,069 | 2,272 | 285.1% | $10.77万 | 加仓 |
| ACP | ABRDN INCOME CREDIT STRATEGIES COM | $14.52万 | 0.00% | 28,463 | 7,674 | 36.9% | $3.91万 | 加仓 |
| — | EAGLE POINT CREDIT COMPANY INC COM | $14.51万 | 0.00% | 38,600 | 10,292 | 36.4% | $3.87万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $14.50万 | 0.00% | 13,504 | 9,113 | 207.5% | $9.79万 | 加仓 |
| — | FRANKLIN INCOME EQUITY FOCUS ETF | $14.50万 | 0.00% | 2,242 | 2,074 | 1,234.5% | $13.41万 | 加仓 |
| — | WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND | $14.48万 | 0.00% | 2,984 | 677 | 29.3% | $3.28万 | 加仓 |
| — | CION INVT CORP COM | $14.43万 | 0.00% | 21,099 | 1,365 | 6.9% | $9,337 | 加仓 |
| FVAL | FIDELITY VALUE FACTOR ETF | $14.42万 | 0.00% | 2,078 | 2,078 | — | $14.42万 | 新建仓 |
| JABS | JANUS HENDERSON ASSET-BACKED SECURITIES ETF | $14.42万 | 0.00% | 2,893 | 820 | 39.6% | $4.09万 | 加仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $14.42万 | 0.00% | 5,539 | 89 | 1.6% | $2,317 | 加仓 |
| BDEC | INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | $14.39万 | 0.00% | 2,998 | -53 | -1.7% | -$2,544 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | $14.37万 | 0.00% | 7,300 | 7,300 | — | $14.37万 | 新建仓 |
| SVM | SILVERCORP METALS INC COM | $14.36万 | 0.00% | 13,367 | -1,758 | -11.6% | -$1.89万 | 减仓 |
| CBRE | CBRE GROUP INC CL A | $14.34万 | 0.00% | 1,058 | 227 | 27.3% | $3.08万 | 加仓 |
| CVSB | CALVERT ULTRA-SHORT INVESTMENT GRADE ETF | $14.30万 | 0.00% | 2,826 | 504 | 21.7% | $2.55万 | 加仓 |
| ESLT | ELBIT SYS LTD ORD | $14.14万 | 0.00% | 166 | 166 | — | $14.14万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $14.14万 | 0.00% | 692 | -39 | -5.3% | -$7,968 | 减仓 |
| — | INNOVATOR 20 YEAR TREASURY BOND 5 FLOOR ETF - JULY | $14.12万 | 0.00% | 7,158 | 973 | 15.7% | $1.92万 | 加仓 |
| VTRS | VIATRIS INC COM | $14.10万 | 0.00% | 10,434 | 847 | 8.8% | $1.14万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 2028 | $14.09万 | 0.00% | 5,095 | -3,711 | -42.1% | -$10.26万 | 减仓 |
| RGLO | RUSSELL INVESTMENTS GLOBAL EQUITY ETF | $14.05万 | 0.00% | 4,850 | 3,773 | 350.3% | $10.93万 | 加仓 |
| PATH | UIPATH INC CL A | $14.05万 | 0.00% | 12,654 | 2,390 | 23.3% | $2.65万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $14.01万 | 0.00% | 1,657 | 5 | 0.3% | $423 | 加仓 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $13.99万 | 0.00% | 4,832 | -3,150 | -39.5% | -$9.12万 | 减仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $13.98万 | 0.00% | 1,831 | 854 | 87.4% | $6.52万 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $13.97万 | 0.00% | 819 | 167 | 25.6% | $2.85万 | 加仓 |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $13.93万 | 0.00% | 1,847 | 2 | 0.1% | $151 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP COM | $13.89万 | 0.00% | 2,332 | 0 | 0.0% | — | 不变 |
| ISCG | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | $13.83万 | 0.00% | 2,523 | 1,809 | 253.4% | $9.91万 | 加仓 |
| MEC | MAYVILLE ENGR CO INC COM | $13.82万 | 0.00% | 7,700 | 0 | 0.0% | — | 不变 |
| NBXG | NEUBERGER NEXT GENERATION COMMON STOCK | $13.76万 | 0.00% | 10,695 | 0 | 0.0% | — | 不变 |
| RLY | STATE STREET MULTI-ASSET REAL RETURN ETF | $13.76万 | 0.00% | 3,805 | 112 | 3.0% | $4,049 | 加仓 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $13.73万 | 0.00% | 5,553 | 193 | 3.6% | $4,772 | 加仓 |
| DRSK | APTUS DEFINED RISK ETF | $13.72万 | 0.00% | 5,020 | 3,123 | 164.6% | $8.54万 | 加仓 |
| SRVR | PACER DATA & INFRASTRUCTURE REAL ESTATE ETF | $13.68万 | 0.00% | 4,380 | 3,732 | 575.9% | $11.65万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $13.65万 | 0.00% | 696 | 264 | 61.1% | $5.18万 | 加仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $13.61万 | 0.00% | 1,635 | 44 | 2.8% | $3,662 | 加仓 |
| — | KRANESHARES 100 KWEB DEFINED OUTCOME JANUARY 2027 ETF | $13.60万 | 0.00% | 4,976 | 699 | 16.3% | $1.91万 | 加仓 |
| TVAL | T. ROWE PRICE VALUE ETF | $13.60万 | 0.00% | 3,758 | 292 | 8.4% | $1.06万 | 重新持有 |
| RMBS | RAMBUS INC DEL COM | $13.59万 | 0.00% | 1,580 | 6 | 0.4% | $516 | 加仓 |
| HEGD | SWAN HEDGED EQUITY US LARGE CAP ETF | $13.58万 | 0.00% | 5,499 | 1,898 | 52.7% | $4.69万 | 加仓 |
| MMIN | NYLI MACKAY MUNI INSURED ETF | $13.58万 | 0.00% | 5,728 | 5,728 | — | $13.58万 | 新建仓 |
| IYT | ISHARES US TRANSPORTATION ETF | $13.58万 | 0.00% | 1,819 | 768 | 73.1% | $5.73万 | 加仓 |
| SDIV | GLOBAL X SUPERDIVIDEND ETF | $13.56万 | 0.00% | 5,369 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE U.S. AI ENHANCED VALUE FUND | $13.56万 | 0.00% | 1,172 | 2 | 0.2% | $231 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOME SH BEN INT | $13.54万 | 0.00% | 9,439 | 24 | 0.3% | $344 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION I COM | $13.54万 | 0.00% | 14,330 | 1,642 | 12.9% | $1.55万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $13.54万 | 0.00% | 5,945 | -19,511 | -76.6% | -$44.43万 | 减仓 |
| — | FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND | $13.54万 | 0.00% | 2,324 | 228 | 10.9% | $1.33万 | 加仓 |
| UAN | CVR PARTNERS LP/CVR NITROGEN COM | $13.52万 | 0.00% | 1,067 | 1,000 | 1,492.5% | $12.67万 | 加仓 |
| — | FIRST TRUST DIVIDEND STRENGTH ETF | $13.51万 | 0.00% | 2,240 | 530 | 31.0% | $3.20万 | 加仓 |
| — | ALLIANZIM BUFFER20 ALLOCATION ETF | $13.51万 | 0.00% | 4,964 | -6,421 | -56.4% | -$17.48万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $13.46万 | 0.00% | 5,151 | 4,024 | 357.1% | $10.51万 | 加仓 |
| BALL | BALL CORP COM | $13.43万 | 0.00% | 2,272 | 1,547 | 213.4% | $9.15万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC COM | $13.42万 | 0.00% | 5,683 | 1,427 | 33.5% | $3.37万 | 加仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER | $13.41万 | 0.00% | 4,091 | -10,685 | -72.3% | -$35.04万 | 减仓 |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | $13.39万 | 0.00% | 1,547 | 1,300 | 526.3% | $11.25万 | 加仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $13.38万 | 0.00% | 3,010 | 672 | 28.7% | $2.99万 | 加仓 |
| DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | $13.35万 | 0.00% | 3,201 | 2,299 | 254.9% | $9.59万 | 加仓 |
| APG | API GROUP CORP COM STK | $13.35万 | 0.00% | 3,294 | 2,899 | 733.9% | $11.75万 | 加仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $13.35万 | 0.00% | 2,686 | 57 | 2.2% | $2,832 | 加仓 |
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | $13.34万 | 0.00% | 3,382 | 42 | 1.3% | $1,656 | 加仓 |
| RGLD | ROYAL GOLD INC COM | $13.31万 | 0.00% | 523 | -11 | -2.1% | -$2,798 | 减仓 |
| ELF | E L F BEAUTY INC COM | $13.28万 | 0.00% | 2,190 | -1,185 | -35.1% | -$7.19万 | 减仓 |
| DOX | AMDOCS LTD SHS | $13.16万 | 0.00% | 2,016 | -502 | -19.9% | -$3.28万 | 减仓 |
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | $13.13万 | 0.00% | 3,386 | 1,473 | 77.0% | $5.71万 | 加仓 |
| HUM | HUMANA INC COM | $13.12万 | 0.00% | 756 | 669 | 769.0% | $11.61万 | 加仓 |
| VFMF | VANGUARD U.S. MULTIFACTOR ETF | $13.03万 | 0.00% | 840 | 796 | 1,809.1% | $12.35万 | 重新持有 |
| CLS | CELESTICA INC COM | $12.98万 | 0.00% | 460 | -1,049 | -69.5% | -$29.61万 | 减仓 |
| JD | JD.COM INC SPON ADS CL A | $12.91万 | 0.00% | 4,364 | 3,769 | 633.4% | $11.15万 | 加仓 |
| — | THEMES SILVER MINERS ETF | $12.89万 | 0.00% | 1,909 | 1,909 | — | $12.89万 | 新建仓 |
| BAB | INVESCO TAXABLE MUNICIPAL BOND ETF | $12.88万 | 0.00% | 4,779 | 626 | 15.1% | $1.69万 | 加仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF- JUNE | $12.87万 | 0.00% | 4,374 | 1,795 | 69.6% | $5.28万 | 加仓 |
| TECK | TECK RESOURCES LTD CL B | $12.84万 | 0.00% | 2,482 | 2,482 | — | $12.84万 | 新建仓 |
| SNDA | SONIDA SENIOR LIVING INC COM | $12.83万 | 0.00% | 3,978 | 3,978 | — | $12.83万 | 新建仓 |
| DG | DOLLAR GEN CORP COM | $12.83万 | 0.00% | 1,080 | 439 | 68.5% | $5.21万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $12.80万 | 0.00% | 1,419 | 663 | 87.7% | $5.98万 | 加仓 |
| SE | SEA LTD SPONSORD ADS | $12.77万 | 0.00% | 1,542 | -2,144 | -58.2% | -$17.76万 | 减仓 |
| MTBA | SIMPLIFY MBS ETF | $12.76万 | 0.00% | 2,580 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC COM | $12.75万 | 0.00% | 14,187 | 5,734 | 67.8% | $5.16万 | 加仓 |
| UJAN | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY | $12.73万 | 0.00% | 2,994 | -3,936 | -56.8% | -$16.73万 | 减仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $12.72万 | 0.00% | 2,056 | -1,188 | -36.6% | -$7.35万 | 减仓 |
| HAP | VANECK NATURAL RESOURCES ETF | $12.69万 | 0.00% | 1,751 | 256 | 17.1% | $1.86万 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $12.68万 | 0.00% | 806 | 223 | 38.3% | $3.51万 | 加仓 |
| SEIV | SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF | $12.68万 | 0.00% | 3,125 | 2,306 | 281.6% | $9.36万 | 重新持有 |
| SEIM | SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF | $12.64万 | 0.00% | 2,878 | 2,174 | 308.8% | $9.54万 | 重新持有 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $12.63万 | 0.00% | 2,147 | 1,618 | 305.9% | $9.51万 | 加仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $12.61万 | 0.00% | 1,333 | 633 | 90.4% | $5.99万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $12.60万 | 0.00% | 540 | 74 | 15.9% | $1.73万 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR SHS | $12.59万 | 0.00% | 7,786 | 3,586 | 85.4% | $5.80万 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC COM CL A | $12.58万 | 0.00% | 31,134 | 30,134 | 3,013.4% | $12.17万 | 加仓 |