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 |
|---|---|---|---|---|---|---|---|---|
| LNT | ALLIANT ENERGY CORP COM | $1,212.79万 | 0.19% | 169,006 | 14,156 | 9.1% | $101.58万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $1,209.51万 | 0.19% | 31,547 | -35,045 | -52.6% | -$1,343.63万 | 减仓 |
| EVTR | EATON VANCE TOTAL RETURN BOND ETF | $1,202.16万 | 0.19% | 236,879 | 233,636 | 7,204.3% | $1,185.70万 | 加仓 |
| HD | HOME DEPOT INC COM | $1,189.58万 | 0.18% | 36,169 | 13,418 | 59.0% | $441.31万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $1,184.81万 | 0.18% | 236,016 | 20,769 | 9.6% | $104.26万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $1,181.20万 | 0.18% | 102,030 | 61,944 | 154.5% | $717.13万 | 加仓 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $1,155.81万 | 0.18% | 434,842 | 105,050 | 31.9% | $279.22万 | 加仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $1,120.18万 | 0.17% | 241,417 | 69,347 | 40.3% | $321.77万 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $1,119.14万 | 0.17% | 135,768 | 4,972 | 3.8% | $40.98万 | 加仓 |
| T | AT&T INC COM | $1,116.84万 | 0.17% | 385,249 | 74,046 | 23.8% | $214.66万 | 加仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $1,100.06万 | 0.17% | 641,434 | 94,077 | 17.2% | $161.34万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $1,095.83万 | 0.17% | 74,916 | 17,939 | 31.5% | $262.40万 | 加仓 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $1,086.48万 | 0.17% | 210,763 | 1,545 | 0.7% | $7.96万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $1,077.50万 | 0.17% | 41,138 | 17,083 | 71.0% | $447.44万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1,074.35万 | 0.17% | 82,049 | 22,982 | 38.9% | $300.93万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $1,073.40万 | 0.17% | 116,320 | 13,068 | 12.7% | $120.59万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1,053.24万 | 0.16% | 107,572 | 2,635 | 2.5% | $25.80万 | 加仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $1,046.85万 | 0.16% | 438,565 | 209,228 | 91.2% | $499.43万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,044.62万 | 0.16% | 18,259 | 4,236 | 30.2% | $242.35万 | 加仓 |
| KO | COCA COLA CO COM | $1,042.92万 | 0.16% | 137,136 | 29,334 | 27.2% | $223.09万 | 加仓 |
| XLSR | STATE STREET US SECTOR ROTATION ETF | $1,040.46万 | 0.16% | 180,197 | 20,988 | 13.2% | $121.18万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $1,036.44万 | 0.16% | 220,942 | 23,079 | 11.7% | $108.26万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $1,028.38万 | 0.16% | 176,758 | 11,404 | 6.9% | $66.35万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $1,012.05万 | 0.16% | 165,206 | 63,136 | 61.9% | $386.77万 | 加仓 |
| SO | SOUTHERN CO COM | $1,004.10万 | 0.15% | 104,027 | 22,478 | 27.6% | $216.96万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $999.07万 | 0.15% | 89,114 | -18,884 | -17.5% | -$211.71万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $997.37万 | 0.15% | 75,046 | 23,575 | 45.8% | $313.32万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $985.07万 | 0.15% | 26,808 | 10,520 | 64.6% | $386.56万 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $970.66万 | 0.15% | 196,092 | -1,373 | -0.7% | -$6.80万 | 减仓 |
| VPU | VANGUARD UTILITIES ETF | $968.23万 | 0.15% | 48,865 | 21,328 | 77.5% | $422.60万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $951.72万 | 0.15% | 134,215 | 106,321 | 381.2% | $753.93万 | 加仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $947.31万 | 0.15% | 194,480 | 29,206 | 17.7% | $142.26万 | 加仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $937.49万 | 0.14% | 344,287 | 50,491 | 17.2% | $137.49万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $936.61万 | 0.14% | 50,825 | 19,503 | 62.3% | $359.40万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $933.84万 | 0.14% | 27,642 | 9,583 | 53.1% | $323.75万 | 加仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $929.08万 | 0.14% | 353,801 | 134,299 | 61.2% | $352.67万 | 加仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $924.98万 | 0.14% | 89,482 | 14,876 | 19.9% | $153.77万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $918.96万 | 0.14% | 130,943 | 49,820 | 61.4% | $349.64万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $918.54万 | 0.14% | 38,655 | 9,988 | 34.8% | $237.34万 | 加仓 |
| THIR | THOR INDEX ROTATION ETF | $902.70万 | 0.14% | 291,086 | 287,690 | 8,471.4% | $892.17万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $902.61万 | 0.14% | 302,786 | 252,633 | 503.7% | $753.10万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $858.74万 | 0.13% | 34,626 | 9,666 | 38.7% | $239.72万 | 加仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $855.56万 | 0.13% | 39,612 | 947 | 2.4% | $20.45万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $843.99万 | 0.13% | 106,016 | 74,195 | 233.2% | $590.66万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $842.57万 | 0.13% | 120,852 | 88,101 | 269.0% | $614.23万 | 加仓 |
| MBB | ISHARES MBS ETF | $840.48万 | 0.13% | 88,518 | 7,594 | 9.4% | $72.11万 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $839.71万 | 0.13% | 315,562 | 21,378 | 7.3% | $56.89万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $839.07万 | 0.13% | 36,514 | 6,375 | 21.2% | $146.49万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $832.89万 | 0.13% | 122,231 | 66,808 | 120.5% | $455.23万 | 加仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $830.19万 | 0.13% | 186,158 | 53,121 | 39.9% | $236.90万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $819.69万 | 0.13% | 166,029 | 17,296 | 11.6% | $85.39万 | 加仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $811.45万 | 0.13% | 169,474 | 45,417 | 36.6% | $217.46万 | 加仓 |
| BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $810.90万 | 0.13% | 164,116 | 37,909 | 30.0% | $187.31万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $808.72万 | 0.12% | 24,611 | 17,532 | 247.7% | $576.10万 | 加仓 |
| SECT | MAIN SECTOR ROTATION ETF | $803.81万 | 0.12% | 133,103 | 128,248 | 2,641.6% | $774.49万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $802.17万 | 0.12% | 306,171 | 158,361 | 107.1% | $414.91万 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $802.17万 | 0.12% | 36,680 | 12,337 | 50.7% | $269.80万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $799.38万 | 0.12% | 26,454 | 4,371 | 19.8% | $132.08万 | 加仓 |
| MDIV | MULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $786.93万 | 0.12% | 486,663 | 68,116 | 16.3% | $110.14万 | 加仓 |
| V | VISA INC COM CL A | $785.23万 | 0.12% | 25,980 | 6,780 | 35.3% | $204.92万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $781.89万 | 0.12% | 16,880 | 4,245 | 33.6% | $196.63万 | 加仓 |
| LOW | LOWES COS INC COM | $780.11万 | 0.12% | 33,016 | 24,417 | 284.0% | $576.93万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $775.59万 | 0.12% | 153,979 | -9,146 | -5.6% | -$46.07万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $767.71万 | 0.12% | 37,739 | 9,529 | 33.8% | $193.84万 | 加仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $760.74万 | 0.12% | 428,583 | 8,856 | 2.1% | $15.72万 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $759.66万 | 0.12% | 46,439 | 15,798 | 51.6% | $258.43万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $756.22万 | 0.12% | 27,947 | 5,735 | 25.8% | $155.18万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $748.33万 | 0.12% | 95,438 | 17,981 | 23.2% | $140.99万 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $747.83万 | 0.12% | 86,264 | 74,097 | 609.0% | $642.35万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $739.61万 | 0.11% | 35,001 | -470 | -1.3% | -$9.93万 | 减仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $729.14万 | 0.11% | 47,302 | 23,841 | 101.6% | $367.50万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $729.13万 | 0.11% | 80,539 | 28,055 | 53.5% | $253.98万 | 加仓 |
| RTX | RTX CORPORATION COM | $727.61万 | 0.11% | 37,719 | 10,688 | 39.5% | $206.17万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $725.49万 | 0.11% | 109,939 | 56,755 | 106.7% | $374.53万 | 加仓 |
| PEP | PEPSICO INC COM | $724.10万 | 0.11% | 46,628 | 12,854 | 38.1% | $199.61万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $723.58万 | 0.11% | 11,732 | 2,023 | 20.8% | $124.77万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $712.99万 | 0.11% | 155,369 | 83,098 | 115.0% | $381.34万 | 加仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $702.00万 | 0.11% | 76,014 | -24,590 | -24.4% | -$227.09万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $699.77万 | 0.11% | 29,158 | -5,627 | -16.2% | -$135.04万 | 减仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $699.74万 | 0.11% | 71,621 | 486 | 0.7% | $4.75万 | 加仓 |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETF | $699.38万 | 0.11% | 138,545 | 15,240 | 12.4% | $76.93万 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $695.28万 | 0.11% | 143,890 | 46,112 | 47.2% | $222.81万 | 加仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $684.45万 | 0.11% | 124,809 | -6,396 | -4.9% | -$35.08万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $683.25万 | 0.11% | 20,217 | 7,089 | 54.0% | $239.58万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $676.82万 | 0.10% | 76,774 | 16,768 | 27.9% | $147.82万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $674.07万 | 0.10% | 22,555 | 3,699 | 19.6% | $110.55万 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $671.03万 | 0.10% | 71,644 | 20,431 | 39.9% | $191.36万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $670.75万 | 0.10% | 7,928 | -1,114 | -12.3% | -$94.25万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $663.52万 | 0.10% | 133,002 | 83,475 | 168.5% | $416.44万 | 加仓 |
| GDEC | FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER | $662.07万 | 0.10% | 178,842 | 23,270 | 15.0% | $86.15万 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $660.21万 | 0.10% | 34,823 | 2,284 | 7.0% | $43.30万 | 加仓 |
| ETN | EATON CORP PLC SHS | $657.67万 | 0.10% | 18,387 | 5,194 | 39.4% | $185.78万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $641.44万 | 0.10% | 39,661 | 5,301 | 15.4% | $85.73万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $636.43万 | 0.10% | 208,665 | 98,865 | 90.0% | $301.54万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $636.17万 | 0.10% | 45,992 | 27,387 | 147.2% | $378.82万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $633.08万 | 0.10% | 134,841 | 25,069 | 22.8% | $117.70万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $630.61万 | 0.10% | 23,156 | 4,443 | 23.7% | $121.00万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $628.25万 | 0.10% | 34,629 | 4,615 | 15.4% | $83.73万 | 加仓 |
| — | HONEYWELL INTL INC COM | $627.72万 | 0.10% | 27,771 | 9,609 | 52.9% | $217.20万 | 加仓 |
| NFLX | NETFLIX INC. COM | $622.31万 | 0.10% | 64,724 | 9,275 | 16.7% | $89.18万 | 加仓 |