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
GROY GOLD ROYALTY CORP COMMON SHARES $10.56万0.00%29,504 29,499589,980.0% $10.56万 加仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JANUARY $10.54万0.00%3,866 2,914306.1% $7.94万 加仓
BNDC FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND $10.51万0.00%4,725 -523-10.0% -$1.16万 减仓
— NEW FOUND GOLD CORP COM $10.50万0.00%54,119 54,119— $10.50万 新建仓
— ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 FEB/AUG ETF $10.48万0.00%3,337 1,803117.5% $5.66万 加仓
NAC NUVEEN CA DIVI ADV MUN COM $10.45万0.00%8,969 00.0% — 不变
BUI BLACKROCK UTILS INFRASTRUCTURE COM $10.43万0.00%3,955 1,37553.3% $3.63万 加仓
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B $10.43万0.00%4,094 2,04299.5% $5.20万 加仓
— LEADERSHARES ALPHAFACTOR US CORE EQUITY ETF $10.41万0.00%2,267 2,267— $10.41万 新建仓
FLEX FLEX LTD ORD $10.40万0.00%1,589 78397.1% $5.13万 加仓
CW CURTISS WRIGHT CORP COM $10.39万0.00%152 -186-55.0% -$12.72万 减仓
NJUL INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY $10.39万0.00%1,455 1,455— $10.39万 新建仓
KGC KINROSS GOLD CORP COM $10.39万0.00%3,403 79930.7% $2.44万 加仓
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF $10.39万0.00%4,158 3,327400.4% $8.31万 加仓
SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF $10.38万0.00%1,375 44748.2% $3.37万 加仓
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF $10.38万0.00%582 22060.8% $3.92万 加仓
J JACOBS SOLUTIONS INC COM $10.38万0.00%815 7812,297.1% $9.94万 加仓
IWL ISHARES RUSSELL TOP 200 ETF $10.37万0.00%646 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC COM $10.31万0.00%1,140 50078.1% $4.52万 加仓
— KURV TECHNOLOGY TITANS SELECT ETF $10.30万0.00%4,262 -58,184-93.2% -$140.60万 减仓
NTAP NETAPP INC COM $10.29万0.00%1,004 29241.0% $2.99万 加仓
— EATON VANCE RISK-MANAGED DIVER COM $10.27万0.00%12,574 6,00091.3% $4.90万 加仓
BWB BRIDGEWATER BANCSHARES INC COM $10.27万0.00%5,802 5,802— $10.27万 新建仓
MPWR MONOLITHIC PWR SYS INC COM $10.25万0.00%93 1620.8% $1.76万 加仓
HNI HNI CORP COM $10.22万0.00%3,061 1946.8% $6,478 加仓
— FT VEST INTERNATIONAL EQUITY MODERATE BUFFER $10.20万0.00%3,728 1,03138.2% $2.82万 加仓
VTWV VANGUARD RUSSELL 2000 VALUE ETF $10.18万0.00%609 12525.8% $2.09万 加仓
CATH GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF $10.17万0.00%1,301 12710.8% $9,925 加仓
— INVESCO S&P SMALLCAP MATERIALS ETF $10.15万0.00%1,025 1,025— $10.15万 新建仓
MQY BLACKROCK MUNIYILD QULT FD INC COM $10.15万0.00%9,242 5,821170.2% $6.39万 加仓
SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF $10.15万0.00%2,121 532.6% $2,535 加仓
YUMC YUM CHINA HLDGS INC COM $10.14万0.00%2,078 96186.0% $4.69万 加仓
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF $10.13万0.00%2,111 2,0593,959.6% $9.88万 加仓
NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF $10.11万0.00%1,536 -370-19.4% -$2.43万 减仓
EOI EATON VANCE ENHANCED EQUITY COM $10.10万0.00%5,376 5,376— $10.10万 新建仓
SIZE ISHARES MSCI USA SIZE FACTOR ETF $10.09万0.00%633 -57-8.3% -$9,090 减仓
— FIRST TRUST HIGH INCOME STRATEGIC FOCUS ETF $10.06万0.00%2,269 2,269— $10.06万 新建仓
DBEU XTRACKERS MSCI EUROPE HEDGED EQUITY ETF $10.05万0.00%2,062 1507.8% $7,308 加仓
EVUS ISHARES ESG AWARE MSCI USA VALUE ETF $10.03万0.00%3,150 3,150— $10.03万 新建仓
IREN IREN LIMITED ORDINARY SHARES $10.02万0.00%2,923 -908-23.7% -$3.11万 减仓
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF $9.98万0.00%2,964 2,9226,957.1% $9.84万 重新持有
VIRT VIRTU FINL INC CL A $9.94万0.00%2,259 27313.7% $1.20万 加仓
— INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - MARCH $9.93万0.00%3,415 1,907126.5% $5.55万 加仓
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT $9.92万0.00%2,410 2,2291,231.5% $9.18万 加仓
WSM WILLIAMS SONOMA INC COM $9.92万0.00%543 -595-52.3% -$10.87万 减仓
VOD VODAFONE GROUP PLC SPONSORED ADR $9.92万0.00%6,602 4,949299.4% $7.43万 加仓
— AMERICAN CENTURY MID CAP GROWTH IMPACT ETF $9.90万0.00%1,620 898124.4% $5.49万 加仓
FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF $9.87万0.00%2,835 2,81011,240.0% $9.78万 加仓
— FIDELITY ENHANCED HIGH YIELD ETF $9.81万0.00%2,021 1,796798.2% $8.72万 加仓
SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR $9.81万0.00%4,966 4,120487.0% $8.14万 加仓
ESI ELEMENT SOLUTIONS INC COM $9.78万0.00%2,864 71633.3% $2.45万 加仓
— PROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF $9.76万0.00%1,925 1,925— $9.76万 新建仓
GPN GLOBAL PMTS INC COM $9.76万0.00%1,450 24620.4% $1.66万 加仓
NVTS NAVITAS SEMICONDUCTOR CORP COM $9.75万0.00%11,120 4,25061.9% $3.73万 加仓
VPLS VANGUARD CORE PLUS BOND ETF $9.75万0.00%1,256 1,044492.5% $8.10万 加仓
— ISHARES INFLATION HEDGED CORPORATE BOND ETF $9.74万0.00%3,725 00.0% — 不变
— CAPITAL GROUP HIGH YIELD BOND ETF $9.73万0.00%3,881 3,190461.6% $7.99万 加仓
FALN ISHARES FALLEN ANGELS USD BOND ETF $9.72万0.00%3,636 73825.5% $1.97万 加仓
PAY PAYMENTUS HOLDINGS INC COM CL A $9.72万0.00%3,825 3,825— $9.72万 新建仓
XCHYX CALAMOS CONV & HIGH INCOME FD COM SHS $9.71万0.00%8,917 6,917345.8% $7.53万 加仓
DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF $9.70万0.00%4,047 1,73374.9% $4.15万 加仓
— COLUMBIA SELECT TECHNOLOGY ETF $9.68万0.00%3,353 250.8% $722 加仓
BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF $9.67万0.00%775 -120-13.4% -$1.50万 减仓
WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND $9.67万0.00%3,425 2,850495.7% $8.05万 加仓
DUBS APTUS LARGE CAP ENHANCED YIELD ETF $9.66万0.00%2,680 1,973279.1% $7.11万 加仓
TNK TEEKAY TANKERS LTD CL A $9.66万0.00%1,318 1,2501,838.2% $9.17万 加仓
CVI CVR ENERGY INC COM $9.60万0.00%2,852 2,131295.6% $7.17万 加仓
— FIRST TRUST BALANCED INCOME ETF $9.59万0.00%4,600 2,300100.0% $4.79万 加仓
OII OCEANEERING INTL INC COM $9.58万0.00%2,700 2,700— $9.58万 新建仓
FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF $9.57万0.00%2,563 30013.3% $1.12万 加仓
SAP SAP SE SPON ADR $9.56万0.00%558 9219.7% $1.58万 加仓
ETD ETHAN ALLEN INTERIORS INC COM $9.55万0.00%4,290 1,34145.5% $2.99万 加仓
SBLK STAR BULK CARRIERS CORP. SHS PAR $9.55万0.00%4,156 3,9561,978.0% $9.09万 加仓
HGER HARBOR COMMODITY ALL-WEATHER STRATEGY ETF $9.54万0.00%3,077 00.0% — 不变
EWH ISHARES MSCI HONG KONG ETF $9.54万0.00%4,132 1,01332.5% $2.34万 加仓
TCBX THIRD COAST BANCSHARES INC COM $9.53万0.00%2,519 2,519— $9.53万 新建仓
IWX ISHARES RUSSELL TOP 200 VALUE ETF $9.52万0.00%1,027 19823.9% $1.84万 加仓
TLTE FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND $9.50万0.00%1,414 1,173486.7% $7.88万 加仓
XFFCX FLAHERTY & CRUMRIN PFD & INM S COM $9.49万0.00%6,125 2,12553.1% $3.29万 加仓
ALX ALEXANDERS INC COM $9.47万0.00%401 00.0% — 不变
ALLY ALLY FINL INC COM $9.43万0.00%2,404 -145-5.7% -$5,689 减仓
NTLA INTELLIA THERAPEUTICS INC COM $9.42万0.00%7,349 5247.7% $6,718 加仓
EIM EATON VANCE MUN BD FD COM $9.41万0.00%9,636 5,496132.8% $5.37万 加仓
LAC LITHIUM AMERS CORP NEW COM SHS $9.41万0.00%23,828 8,64056.9% $3.41万 加仓
BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF $9.40万0.00%4,565 1262.8% $2,594 加仓
VGUS VANGUARD ULTRA-SHORT TREASURY ETF $9.35万0.00%1,235 1,235— $9.35万 新建仓
BR BROADRIDGE FINL SOLUTIONS INC COM $9.35万0.00%575 -16-2.7% -$2,601 减仓
GKOS GLAUKOS CORP COM $9.31万0.00%865 10213.4% $1.10万 加仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - MARCH $9.31万0.00%4,959 4,959— $9.31万 新建仓
CACI CACI INTL INC CL A $9.28万0.00%170 2517.2% $1.36万 加仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 10 BUFFER ETF - JULY $9.26万0.00%4,478 00.0% — 不变
— FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF $9.26万0.00%1,603 21515.5% $1.24万 加仓
IEZ ISHARES U.S. OIL EQUIPMENT & SERVICES ETF $9.23万0.00%3,189 31811.1% $9,208 加仓
BBY BEST BUY INC COM $9.19万0.00%1,431 864152.4% $5.55万 加仓
KB KB FINL GROUP INC SPONSORED ADR $9.19万0.00%921 638225.4% $6.37万 加仓
TECH BIO-TECHNE CORP COM $9.18万0.00%1,756 1,6051,062.9% $8.39万 加仓
POWW OUTDOOR HOLDING CO COM $9.17万0.00%45,626 29,626185.2% $5.95万 加仓
KBE STATE STREET SPDR S&P BANK ETF $9.16万0.00%1,538 80.5% $477 加仓
BKH BLACK HILLS CORP COM $9.16万0.00%1,320 998.1% $6,872 加仓
EUFN ISHARES MSCI EUROPE FINANCIALS ETF $9.16万0.00%2,627 -3,521-57.3% -$12.27万 减仓