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
LYV LIVE NATION ENTERTAINMENT INC COM $7.72万0.00%506 19361.7% $2.94万 加仓
— BROOKSTONE ACTIVE ETF $7.69万0.00%2,327 1,902447.5% $6.29万 加仓
— INVESCO S&P SMALLCAP LOW VOLATILITY ETF $7.67万0.00%1,625 967147.0% $4.56万 加仓
ZION ZIONS BANCORPORATION NATL ASSN COM $7.65万0.00%1,328 896207.4% $5.16万 加仓
— ELECTRONIC ARTS INC COM $7.64万0.00%374 -23-5.8% -$4,696 减仓
— STRIVE NATURAL RESOURCES AND SECURITY ETF $7.61万0.00%1,675 25718.1% $1.17万 加仓
IDXX IDEXX LABS INC COM $7.60万0.00%135 -1-0.7% -$563 减仓
— CARLYLE CREDIT INCOME FUND SHS BEN INT $7.59万0.00%23,659 23,659— $7.59万 新建仓
VFMV VANGUARD U.S. MINIMUM VOLATILITY ETF $7.54万0.00%566 00.0% — 不变
— BROOKSTONE OPPORTUNITIES ETF $7.53万0.00%2,369 1,911417.2% $6.07万 加仓
MTCH MATCH GROUP INC NEW COM $7.49万0.00%2,439 63735.3% $1.96万 加仓
ARKG ARK GENOMIC REVOLUTION ETF $7.49万0.00%2,835 74135.4% $1.96万 加仓
IYM ISHARES U.S. BASIC MATERIALS ETF $7.48万0.00%425 307260.2% $5.40万 加仓
SDCI USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND $7.47万0.00%2,743 2,743— $7.47万 新建仓
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF $7.47万0.00%1,086 -1,170-51.9% -$8.05万 减仓
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF $7.47万0.00%800 10.1% $93 加仓
IUS INVESCO RAFI STRATEGIC US ETF $7.46万0.00%1,288 514.1% $2,955 加仓
BJ BJS WHSL CLUB HLDGS INC COM $7.45万0.00%756 651620.0% $6.41万 加仓
INCY INCYTE CORP COM $7.44万0.00%790 33272.5% $3.12万 加仓
AVY AVERY DENNISON CORP COM $7.43万0.00%430 -15-3.4% -$2,592 减仓
NTR NUTRIEN LTD COM $7.42万0.00%984 28039.8% $2.11万 加仓
CROX CROCS INC COM $7.41万0.00%892 450101.8% $3.74万 加仓
UNM UNUM GROUP COM $7.40万0.00%1,013 13815.8% $1.01万 加仓
EWI ISHARES MSCI ITALY ETF $7.39万0.00%1,384 18415.3% $9,829 加仓
VALE VALE S A SPONSORED ADS $7.37万0.00%4,630 2,19490.1% $3.49万 加仓
MRNA MODERNA INC COM $7.36万0.00%1,449 -1,067-42.4% -$5.42万 减仓
ICF ISHARES SELECT U.S. REIT ETF $7.33万0.00%1,184 26629.0% $1.65万 加仓
— TRUESHARES STRUCTURED OUTCOME (FEBRUARY) ETF $7.32万0.00%2,015 40024.8% $1.45万 加仓
— FIDELITY INTERNATIONAL MULTIFACTOR ETF $7.31万0.00%2,049 2,049— $7.31万 新建仓
BANF BANCFIRST CORP COM $7.29万0.00%672 -23-3.3% -$2,496 减仓
CWT CALIFORNIA WTR SVC GROUP COM $7.29万0.00%1,607 1,007167.8% $4.57万 加仓
HSBC HSBC HLDGS PLC SPON ADR NEW $7.29万0.00%885 21632.3% $1.78万 加仓
— INNOVATOR U.S. SMALL CAP MANAGED FLOOR ETF $7.28万0.00%2,506 -48,099-95.0% -$139.67万 减仓
ROP ROPER TECHNOLOGIES INC COM $7.26万0.00%205 4225.8% $1.49万 加仓
HTGC HERCULES CAPITAL INC COM $7.26万0.00%4,913 2,10775.1% $3.11万 加仓
ONON ON HLDG AG NAMEN AKT A $7.25万0.00%2,132 -3,542-62.4% -$12.05万 减仓
— INNOVATOR UNCAPPED BITCOIN 20 FLOOR ETF - QUARTERLY $7.25万0.00%4,246 1,23541.0% $2.11万 加仓
SON SONOCO PRODS CO COM $7.25万0.00%1,340 1,201864.0% $6.50万 加仓
VALQ AMERICAN CENTURY U.S. QUALITY VALUE ETF $7.25万0.00%1,114 30.3% $195 加仓
AIG AMERICAN INTL GROUP INC COM NEW $7.20万0.00%957 26939.1% $2.02万 加仓
— PGIM S&P 500 BUFFER 12 ETF - FEBRUARY $7.19万0.00%2,300 1,300130.0% $4.07万 加仓
UEC URANIUM ENERGY CORP COM $7.18万0.00%5,321 1,85553.5% $2.50万 加仓
TAP MOLSON COORS BEVERAGE CO CL B $7.10万0.00%1,649 -277-14.4% -$1.19万 减仓
VTWG VANGUARD RUSSELL 2000 GROWTH ETF $7.10万0.00%310 310— $7.10万 新建仓
— FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER $7.09万0.00%2,859 -4,542-61.4% -$11.27万 减仓
— WESTERN ASSET GBL HIGH INC FD COM $7.07万0.00%11,980 11,6163,191.2% $6.85万 加仓
— MOTLEY FOOL CAPITAL EFFICIENCY 100 INDEX ETF $7.05万0.00%2,588 793.1% $2,152 加仓
— BROOKSTONE YIELD ETF $7.04万0.00%2,576 2,107449.3% $5.76万 加仓
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF $7.04万0.00%692 6410.2% $6,511 加仓
TY TRI CONTL CORP COM $7.03万0.00%2,225 1,974786.5% $6.24万 加仓
— PACER AMERICAN ENERGY INFRASTRUCTURE ETF $7.03万0.00%1,495 1,105283.3% $5.19万 加仓
HNST HONEST CO INC COM $7.02万0.00%23,891 4,37022.4% $1.28万 加仓
— NYLI MACKAY DEFINEDTERM MUNI COM $7.01万0.00%4,720 4,720— $7.01万 新建仓
PKG PACKAGING CORP AMER COM $7.00万0.00%330 165.1% $3,396 加仓
ICLO INVESCO AAA CLO FLOATING RATE NOTE ETF $6.99万0.00%2,740 -2,010-42.3% -$5.13万 减仓
USRT ISHARES CORE U.S. REIT ETF $6.96万0.00%1,176 750176.1% $4.44万 加仓
UAMY UNITED STATES ANTIMONY CORP COM $6.95万0.00%7,962 00.0% — 不变
HROW HARROW INC COM $6.95万0.00%1,970 -775-28.2% -$2.73万 减仓
— FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND $6.94万0.00%965 965— $6.94万 新建仓
VICI VICI PPTYS INC COM $6.93万0.00%2,536 44021.0% $1.20万 加仓
SMTC SEMTECH CORP COM $6.90万0.00%898 725419.1% $5.57万 加仓
SF STIFEL FINL CORP COM $6.90万0.00%933 810658.5% $5.99万 加仓
— SANARA MEDTECH INC COM $6.87万0.00%4,000 4,000— $6.87万 新建仓
CHD CHURCH & DWIGHT CO INC COM $6.85万0.00%734 659.7% $6,067 加仓
PALC PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF $6.85万0.00%1,322 -665-33.5% -$3.45万 减仓
TGRW T. ROWE PRICE GROWTH STOCK ETF $6.84万0.00%1,689 35826.9% $1.45万 加仓
HUBB HUBBELL INC COM $6.84万0.00%139 76120.6% $3.74万 加仓
PSBD PALMER SQUARE CAPITAL BDC INC COM SHS $6.84万0.00%7,000 00.0% — 不变
— CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF $6.83万0.00%1,066 47480.1% $3.04万 加仓
RINT INTERNATIONAL DEVELOPED EQUITY ETF $6.81万0.00%2,340 1,841368.9% $5.36万 加仓
HYT BLACKROCK CORPOR HI YLD FD INC COM $6.76万0.00%7,935 00.0% — 不变
ORI OLD REP INTL CORP COM $6.75万0.00%1,692 1,6172,156.0% $6.46万 加仓
— EATON VANCE HIGH YIELD ETF $6.75万0.00%1,300 1,300— $6.75万 新建仓
PTL INSPIRE 500 ETF $6.74万0.00%269 4419.6% $1.10万 加仓
IBMR ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF $6.73万0.00%2,653 100.4% $254 加仓
— CAPITAL GROUP U.S. LARGE VALUE ETF $6.71万0.00%2,510 79546.4% $2.13万 加仓
— FIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF $6.71万0.00%1,302 988.1% $5,047 加仓
PDM PIEDMONT REALTY TRUST INC COM CL A $6.69万0.00%10,189 3,72557.6% $2.45万 加仓
ACHR ARCHER AVIATION INC COM CL A $6.68万0.00%12,912 4,02845.3% $2.08万 加仓
FBIZ FIRST BUSINESS FINL SVCS INC W COM $6.67万0.00%1,237 1,001424.2% $5.40万 加仓
DFVX DIMENSIONAL US LARGE CAP VECTOR ETF $6.65万0.00%895 895— $6.65万 新建仓
PBA PEMBINA PIPELINE CORP COM $6.65万0.00%1,485 100.7% $448 加仓
FLNG FLEX LNG LTD SHS $6.64万0.00%2,235 2,235— $6.64万 新建仓
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $6.64万0.00%13,206 6,820106.8% $3.43万 加仓
AIZ ASSURANT INC COM $6.64万0.00%304 238360.6% $5.20万 加仓
AME AMETEK INC COM $6.63万0.00%309 4517.0% $9,650 加仓
— INVESCO CURRENCYSHARES SWISS FRANC TRUST $6.61万0.00%599 599— $6.61万 新建仓
— ALTRIUS GLOBAL DIVIDEND ETF $6.59万0.00%1,606 80.5% $328 加仓
BNO UNITED STATES BRENT OIL FUND LP $6.59万0.00%1,267 881228.2% $4.58万 加仓
MDLN MEDLINE INC COM CL A $6.58万0.00%1,479 10.1% $45 加仓
— ACQUIRERS SMALL AND MICRO DEEP VALUE ETF $6.57万0.00%1,800 00.0% — 不变
MOS MOSAIC CO COM $6.56万0.00%2,574 2,243677.6% $5.72万 加仓
FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW $6.50万0.00%4,934 2,848136.5% $3.75万 加仓
— NUVEEN REAL ESTATE INCOME FD COM $6.50万0.00%8,710 3303.9% $2,462 加仓
RMD RESMED INC COM $6.49万0.00%289 5925.7% $1.32万 加仓
DKNG DRAFTKINGS INC NEW COM CL A $6.48万0.00%2,996 31611.8% $6,832 加仓
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND $6.47万0.00%1,173 1,0911,330.5% $6.02万 加仓
CGNX COGNEX CORP COM $6.45万0.00%1,315 1,162759.5% $5.70万 加仓
EWL ISHARES MSCI SWITZERLAND ETF $6.43万0.00%1,093 27133.0% $1.59万 加仓
QUBT QUANTUM COMPUTING INC COM $6.42万0.00%9,374 7,364366.4% $5.04万 加仓