HARBOUR INVESTMENTS, INC.
MADISON WI · SEC CIK 0000810121
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $1,408.56万 | 0.19% | 57,968 | 518 | 0.9% | $12.59万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $1,396.50万 | 0.19% | 277,138 | -32,527 | -10.5% | -$163.90万 | 减仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $1,382.64万 | 0.19% | 271,371 | 29,954 | 12.4% | $152.62万 | 加仓 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $1,362.92万 | 0.18% | 470,460 | 35,618 | 8.2% | $103.19万 | 加仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $1,360.25万 | 0.18% | 40,642 | 1,030 | 2.6% | $34.47万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $1,340.06万 | 0.18% | 357,254 | -6,942 | -1.9% | -$26.04万 | 减仓 |
| XLSR | STATE STREET US SECTOR ROTATION ETF | $1,330.51万 | 0.18% | 205,136 | 24,939 | 13.8% | $161.75万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1,324.72万 | 0.18% | 111,331 | 3,759 | 3.5% | $44.73万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $1,318.05万 | 0.18% | 254,548 | 33,606 | 15.2% | $174.01万 | 加仓 |
| MCD | MCDONALDS CORP COM | $1,305.45万 | 0.18% | 48,295 | -1,672 | -3.3% | -$45.20万 | 减仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $1,293.14万 | 0.17% | 701,648 | 60,214 | 9.4% | $110.97万 | 加仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $1,281.39万 | 0.17% | 42,273 | 1,135 | 2.8% | $34.40万 | 加仓 |
| HD | HOME DEPOT INC COM | $1,274.30万 | 0.17% | 36,132 | -37 | -0.1% | -$1.30万 | 减仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $1,260.84万 | 0.17% | 185,391 | 8,633 | 4.9% | $58.71万 | 加仓 |
| LNT | ALLIANT ENERGY CORP COM | $1,258.73万 | 0.17% | 164,993 | -4,013 | -2.4% | -$30.62万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $1,254.97万 | 0.17% | 107,473 | 5,443 | 5.3% | $63.56万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $1,254.21万 | 0.17% | 41,397 | 2,742 | 7.1% | $83.07万 | 加仓 |
| EVTR | EATON VANCE TOTAL RETURN BOND ETF | $1,242.98万 | 0.17% | 245,116 | 8,237 | 3.5% | $41.77万 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $1,206.64万 | 0.16% | 136,282 | 514 | 0.4% | $4.55万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $1,179.35万 | 0.16% | 156,309 | -4,098 | -2.6% | -$30.92万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $1,177.46万 | 0.16% | 16,286 | -1,876 | -10.3% | -$135.63万 | 减仓 |
| MGK | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $1,168.43万 | 0.16% | 132,912 | -1,128 | -0.8% | -$9.92万 | 减仓 |
| INCM | FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF | $1,131.96万 | 0.15% | 392,293 | 271,912 | 225.9% | $784.60万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $1,118.86万 | 0.15% | 136,546 | 2,331 | 1.7% | $19.10万 | 加仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $1,118.53万 | 0.15% | 427,246 | 73,445 | 20.8% | $192.28万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $1,104.88万 | 0.15% | 32,228 | 3,070 | 10.5% | $105.25万 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $1,102.22万 | 0.15% | 95,945 | 24,301 | 33.9% | $279.17万 | 加仓 |
| KO | COCA COLA CO COM | $1,101.44万 | 0.15% | 135,528 | -1,608 | -1.2% | -$13.07万 | 减仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $1,100.52万 | 0.15% | 119,350 | 3,030 | 2.6% | $27.94万 | 加仓 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $1,068.93万 | 0.14% | 208,735 | -2,028 | -1.0% | -$10.39万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $1,062.13万 | 0.14% | 323,624 | 20,838 | 6.9% | $68.39万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,035.69万 | 0.14% | 136,653 | 5,710 | 4.4% | $43.28万 | 加仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $1,029.40万 | 0.14% | 91,194 | 1,712 | 1.9% | $19.33万 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $1,025.87万 | 0.14% | 207,038 | 10,946 | 5.6% | $54.24万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $1,020.58万 | 0.14% | 61,570 | -1,487 | -2.4% | -$24.65万 | 减仓 |
| META | META PLATFORMS INC CL A | $1,017.27万 | 0.14% | 18,059 | -200 | -1.1% | -$11.27万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1,009.52万 | 0.14% | 21,139 | 922 | 4.6% | $44.03万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,004.06万 | 0.14% | 121,204 | 352 | 0.3% | $2.92万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $996.84万 | 0.13% | 78,752 | -3,297 | -4.0% | -$41.73万 | 减仓 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $994.71万 | 0.13% | 27,200 | 746 | 2.8% | $27.28万 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $993.44万 | 0.13% | 50,755 | 1,890 | 3.9% | $36.99万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $990.66万 | 0.13% | 23,835 | -4,112 | -14.7% | -$170.91万 | 减仓 |
| ACYN | FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF | $985.34万 | 0.13% | 473,948 | 473,212 | 64,295.1% | $983.81万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $972.17万 | 0.13% | 229,611 | -6,405 | -2.7% | -$27.12万 | 减仓 |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $966.09万 | 0.13% | 48,891 | -1,934 | -3.8% | -$38.22万 | 减仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $964.28万 | 0.13% | 15,049 | 894 | 6.3% | $57.28万 | 加仓 |
| CSCO | CISCO SYS INC COM | $959.93万 | 0.13% | 81,724 | 5,347 | 7.0% | $62.81万 | 加仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $957.34万 | 0.13% | 189,571 | -4,909 | -2.5% | -$24.79万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $954.33万 | 0.13% | 31,763 | -2,863 | -8.3% | -$86.02万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $952.78万 | 0.13% | 177,724 | 11,695 | 7.0% | $62.70万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $931.21万 | 0.13% | 36,919 | 2,290 | 6.6% | $57.76万 | 加仓 |
| SO | SOUTHERN CO COM | $927.17万 | 0.12% | 96,869 | -7,158 | -6.9% | -$68.51万 | 减仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $923.12万 | 0.12% | 337,767 | -6,520 | -1.9% | -$17.82万 | 减仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $918.82万 | 0.12% | 47,918 | 1,479 | 3.2% | $28.36万 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $912.90万 | 0.12% | 37,663 | 983 | 2.7% | $23.83万 | 加仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $910.45万 | 0.12% | 46,986 | -316 | -0.7% | -$6.12万 | 减仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $899.10万 | 0.12% | 325,171 | -113,394 | -25.9% | -$313.53万 | 减仓 |
| MDIV | MULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $898.00万 | 0.12% | 543,420 | 56,757 | 11.7% | $93.79万 | 加仓 |
| V | VISA INC COM CL A | $893.31万 | 0.12% | 26,037 | 57 | 0.2% | $1.96万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $885.38万 | 0.12% | 16,949 | 69 | 0.4% | $3.60万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $885.24万 | 0.12% | 32,054 | -1,881 | -5.5% | -$51.95万 | 减仓 |
| INTC | INTEL CORP COM | $880.07万 | 0.12% | 63,028 | -5,844 | -8.5% | -$81.60万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $879.42万 | 0.12% | 75,377 | 461 | 0.6% | $5.38万 | 加仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $870.29万 | 0.12% | 182,259 | 12,785 | 7.5% | $61.05万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $869.69万 | 0.12% | 327,937 | 21,766 | 7.1% | $57.72万 | 加仓 |
| MBB | ISHARES MBS ETF | $866.83万 | 0.12% | 91,708 | 3,190 | 3.6% | $30.15万 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $856.91万 | 0.12% | 323,361 | 7,799 | 2.5% | $20.67万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $847.32万 | 0.11% | 11,103 | -232 | -2.0% | -$17.70万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $842.93万 | 0.11% | 102,000 | -4,016 | -3.8% | -$33.19万 | 减仓 |
| GEV | GE VERNOVA INC COM | $838.94万 | 0.11% | 7,141 | 691 | 10.7% | $81.18万 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $836.69万 | 0.11% | 145,082 | 1,192 | 0.8% | $6.87万 | 加仓 |
| SECT | MAIN SECTOR ROTATION ETF | $836.09万 | 0.11% | 116,026 | -17,077 | -12.8% | -$123.06万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $830.19万 | 0.11% | 85,959 | 5,420 | 6.7% | $52.35万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $828.89万 | 0.11% | 11,785 | 53 | 0.5% | $3.73万 | 加仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $827.66万 | 0.11% | 71,545 | -76 | -0.1% | -$8,792 | 减仓 |
| BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $821.50万 | 0.11% | 155,941 | -8,175 | -5.0% | -$43.07万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $820.43万 | 0.11% | 114,028 | 4,089 | 3.7% | $29.42万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $820.04万 | 0.11% | 232,702 | 24,037 | 11.5% | $84.71万 | 加仓 |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETF | $811.41万 | 0.11% | 136,371 | -2,174 | -1.6% | -$12.94万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $808.94万 | 0.11% | 160,219 | 6,240 | 4.1% | $31.51万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $807.41万 | 0.11% | 9,619 | -91 | -0.9% | -$7.64万 | 减仓 |
| ETN | EATON CORP PLC SHS | $790.63万 | 0.11% | 18,554 | 167 | 0.9% | $7.12万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $789.57万 | 0.11% | 7,807 | -121 | -1.5% | -$12.24万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $789.18万 | 0.11% | 35,408 | -1,106 | -3.0% | -$24.65万 | 减仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $787.64万 | 0.11% | 440,514 | 11,931 | 2.8% | $21.33万 | 加仓 |
| VV | VANGUARD MORNINGSTAR LARGE-CAP ETF | $784.85万 | 0.11% | 22,821 | 266 | 1.2% | $9.15万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $775.99万 | 0.10% | 24,647 | 36 | 0.1% | $1.13万 | 加仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $775.93万 | 0.10% | 80,159 | 4,145 | 5.5% | $40.12万 | 加仓 |
| T | AT&T INC COM | $774.04万 | 0.10% | 373,935 | -11,314 | -2.9% | -$23.42万 | 减仓 |
| GLW | CORNING INC COM | $773.13万 | 0.10% | 30,268 | 15,906 | 110.8% | $406.28万 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $770.11万 | 0.10% | 34,815 | -8 | -0.0% | -$1,770 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $761.25万 | 0.10% | 32,045 | -2,956 | -8.4% | -$70.22万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $752.14万 | 0.10% | 47,406 | 6,099 | 14.8% | $96.77万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $747.96万 | 0.10% | 40,380 | 719 | 1.8% | $13.32万 | 加仓 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | $728.36万 | 0.10% | 49,785 | 2,030 | 4.3% | $29.70万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $726.40万 | 0.10% | 143,614 | 10,612 | 8.0% | $53.68万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $720.67万 | 0.10% | 45,917 | -75 | -0.2% | -$1.18万 | 减仓 |
| XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $713.10万 | 0.10% | 136,740 | 12,696 | 10.2% | $66.21万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $712.29万 | 0.10% | 105,431 | 4,679 | 4.6% | $31.61万 | 加仓 |
| LOW | LOWES COS INC COM | $701.55万 | 0.09% | 31,818 | -1,198 | -3.6% | -$26.41万 | 减仓 |