13F 机构持仓

HARBOUR INVESTMENTS, INC.

MADISON WI · SEC CIK 0000810121

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.8%
QQQ 2.9%
SDVY 2.3%
AAPL 1.8%
AVEM 1.5%
UCON 1.4%
IVV 1.3%
IJH 1.3%
BUFR 1.3%
SPY 1.0%

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
WCN WASTE CONNECTIONS INC COM $8.63万0.00%517 -19-3.5% -$3,170 减仓
DFGX DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF $8.62万0.00%1,608 00.0% — 不变
— BLACKSTONE SENI FLTN RAT 2027 COM $8.61万0.00%6,645 3,741128.8% $4.84万 加仓
IEZ ISHARES U.S. OIL EQUIPMENT & SERVICES ETF $8.58万0.00%3,190 10.0% $27 加仓
CACI CACI INTL INC CL A $8.57万0.00%185 158.8% $6,951 加仓
MRSK TOEWS AGILITY SHARES MANAGED RISK ETF $8.57万0.00%2,219 -809-26.7% -$3.12万 减仓
— BROOKSTONE ULTRA-SHORT BOND ETF $8.55万0.00%3,389 -1,231-26.6% -$3.11万 减仓
TNK TEEKAY TANKERS LTD CL A $8.55万0.00%1,318 00.0% — 不变
BIT BLACKROCK MULTI SECTOR INC TR COM $8.55万0.00%6,826 -401-5.5% -$5,021 减仓
CHKP CHECK POINT SOFTWARE TECH LTD ORD $8.55万0.00%650 -741-53.3% -$9.74万 减仓
— ISHARES BBB RATED CORPORATE BOND ETF $8.51万0.00%984 00.0% — 不变
MSDL MORGAN STANLEY DIRECT LENDING COM SHS $8.49万0.00%5,618 00.0% — 不变
ALC ALCON AG ORD SHS $8.49万0.00%1,265 774157.6% $5.19万 加仓
— PACER CASH COWS FUND OF FUNDS ETF $8.49万0.00%1,803 940108.9% $4.42万 加仓
IUS INVESCO RAFI STRATEGIC US ETF $8.48万0.00%1,293 50.4% $328 加仓
BN BROOKFIELD CORP CL A LTD VT SH $8.47万0.00%1,989 -130-6.1% -$5,537 减仓
— CALAMOS BITCOIN 80 SERIES STRUCTURED ALT PROTECTION ETF - OCTOBER $8.44万0.00%4,287 00.0% — 不变
DEO DIAGEO PLC SPON ADR NEW $8.39万0.00%1,044 -108-9.4% -$8,677 减仓
HROW HARROW INC COM $8.37万0.00%1,970 00.0% — 不变
UAMY UNITED STATES ANTIMONY CORP COM $8.36万0.00%11,515 3,55344.6% $2.58万 加仓
— INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - DECEMBER $8.35万0.00%2,942 -46,533-94.1% -$132.06万 减仓
NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER $8.35万0.00%1,335 -1,758-56.8% -$10.99万 减仓
— NEW FOUND GOLD CORP COM $8.33万0.00%54,119 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC COM $8.30万0.00%144 75.1% $4,032 加仓
— STRIVE NATURAL RESOURCES AND SECURITY ETF $8.29万0.00%1,917 24214.4% $1.05万 加仓
PDM PIEDMONT REALTY TRUST INC COM CL A $8.28万0.00%9,049 -1,140-11.2% -$1.04万 减仓
CX CEMEX SAB DE CV SPON ADR NEW $8.28万0.00%6,899 00.0% — 不变
— INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF $8.28万0.00%800 -42-5.0% -$4,344 减仓
ARKG ARK GENOMIC REVOLUTION ETF $8.27万0.00%1,967 -868-30.6% -$3.65万 减仓
— AB INTERNATIONAL BUFFER ETF INTL BUFFER ETF $8.27万0.00%1,950 00.0% — 不变
— ELECTRONIC ARTS INC COM $8.25万0.00%403 297.8% $5,939 加仓
AFDM FIRST TRUST RIVERFRONT DYNAMIC DEVELOPED INTERNATIONAL ETF $8.24万0.00%946 00.0% — 不变
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF $8.24万0.00%801 10.1% $103 加仓
— MATTHEWS ASIA DIVIDEND ACTIVE ETF $8.23万0.00%1,788 1,7688,840.0% $8.13万 加仓
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A $8.22万0.00%1,056 634150.2% $4.94万 加仓
— FLAHERTY & CRUMRINE DYNAMIC PF SHS $8.22万0.00%3,976 150.4% $310 加仓
HALO HALOZYME THERAPEUTICS INC COM $8.21万0.00%1,048 -304-22.5% -$2.38万 减仓
GXO GXO LOGISTICS INCORPORATED COMMON STOCK $8.20万0.00%1,618 -506-23.8% -$2.57万 减仓
REVS COLUMBIA RESEARCH ENHANCED VALUE ETF $8.18万0.00%2,603 -165-6.0% -$5,187 减仓
GROY GOLD ROYALTY CORP COMMON SHARES $8.14万0.00%29,504 00.0% — 不变
CVNA CARVANA CO CL A $8.04万0.00%1,221 -34-2.7% -$2,238 减仓
SUI SUN CMNTYS INC COM $8.03万0.00%670 -47-6.6% -$5,636 减仓
ICF ISHARES SELECT U.S. REIT ETF $8.02万0.00%1,185 10.1% $68 加仓
USRT ISHARES CORE U.S. REIT ETF $7.99万0.00%1,203 272.3% $1,794 加仓
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $7.99万0.00%13,706 5003.8% $2,915 加仓
STNG SCORPIO TANKERS INC SHS $7.99万0.00%1,153 00.0% — 不变
HUBB HUBBELL INC COM $7.94万0.00%152 139.4% $6,788 加仓
PKG PACKAGING CORP AMER COM $7.94万0.00%333 30.9% $715 加仓
VFMV VANGUARD U.S. MINIMUM VOLATILITY ETF $7.89万0.00%566 00.0% — 不变
URTH ISHARES MSCI WORLD ETF $7.88万0.00%389 7925.5% $1.60万 加仓
FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW $7.88万0.00%5,272 3386.9% $5,050 加仓
— FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - SEPTEMBER $7.86万0.00%3,397 -15,843-82.3% -$36.68万 减仓
CVI CVR ENERGY INC COM $7.86万0.00%2,853 10.0% $28 加仓
SCI SERVICE CORP INTL COM $7.85万0.00%1,033 -41-3.8% -$3,114 减仓
CWT CALIFORNIA WTR SVC GROUP COM $7.84万0.00%1,611 40.2% $195 加仓
BROS DUTCH BROS INC CL A $7.83万0.00%1,091 191.8% $1,364 加仓
MFIC MIDCAP FINANCIAL INVSTMNT CORP COM NEW $7.83万0.00%7,770 5137.1% $5,171 加仓
FMF FIRST TRUST MANAGED FUTURES STRATEGY FUND $7.83万0.00%1,562 -5,891-79.0% -$29.53万 减仓
FBIZ FIRST BUSINESS FINL SVCS INC W COM $7.83万0.00%1,239 20.2% $126 加仓
— PGIM S&P 500 BUFFER 12 ETF - FEBRUARY $7.82万0.00%2,300 00.0% — 不变
TGRW T. ROWE PRICE GROWTH STOCK ETF $7.82万0.00%1,638 -51-3.0% -$2,434 减仓
DKNG DRAFTKINGS INC NEW COM CL A $7.77万0.00%3,077 812.7% $2,046 加仓
YUMC YUM CHINA HLDGS INC COM $7.77万0.00%1,901 -177-8.5% -$7,234 减仓
— ONEASCENT ENHANCED SMALL AND MID CAP ETF INSTITUTIONAL SHS ONEASCENT EMERGI $7.77万0.00%1,574 1,574— $7.77万 新建仓
PBI PITNEY BOWES INC COM $7.76万0.00%4,429 4,429— $7.76万 新建仓
— FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER $7.75万0.00%2,859 00.0% — 不变
OKTA OKTA INC CL A $7.74万0.00%567 21259.7% $2.89万 加仓
FWD AB DISRUPTORS ETF $7.73万0.00%522 6514.2% $9,628 加仓
JFLX JPMORGAN FLEXIBLE DEBT ETF $7.73万0.00%1,533 1,533— $7.73万 新建仓
H HYATT HOTELS CORP COM CL A $7.71万0.00%398 00.0% — 不变
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF $7.71万0.00%762 -104-12.0% -$1.05万 减仓
— FIRST TRUST EXPANDED TECHNOLOGY ETF $7.67万0.00%1,833 10.1% $42 加仓
HTGC HERCULES CAPITAL INC COM $7.66万0.00%4,858 -55-1.1% -$867 减仓
TY TRI CONTL CORP COM $7.66万0.00%2,225 00.0% — 不变
— ACQUIRERS SMALL AND MICRO DEEP VALUE ETF $7.63万0.00%1,800 00.0% — 不变
JBHT HUNT J B TRANS SVCS INC COM $7.61万0.00%263 -18-6.4% -$5,210 减仓
— ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED NOV ETF $7.59万0.00%2,461 -3,239-56.8% -$9.99万 减仓
PBA PEMBINA PIPELINE CORP COM $7.57万0.00%1,637 15210.2% $7,030 加仓
IBCP INDEPENDENT BK CORP MICH COM NEW $7.52万0.00%2,086 -232-10.0% -$8,368 减仓
PTC PTC INC COM $7.52万0.00%662 -149-18.4% -$1.69万 减仓
PRFZ INVESCO RAFI US 1500 SMALL-MID ETF $7.48万0.00%1,342 37438.6% $2.09万 加仓
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF $7.47万0.00%5,290 -530-9.1% -$7,489 减仓
BANF BANCFIRST CORP COM $7.47万0.00%672 00.0% — 不变
BAB INVESCO TAXABLE MUNICIPAL BOND ETF $7.46万0.00%2,779 -2,000-41.8% -$5.37万 减仓
RINT INTERNATIONAL DEVELOPED EQUITY ETF $7.44万0.00%2,333 -7-0.3% -$223 减仓
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND $7.43万0.00%826 12317.5% $1.11万 加仓
— INVESCO INVESTMENT GRADE DEFENSIVE ETF $7.41万0.00%3,030 -240-7.3% -$5,869 减仓
NWBI NORTHWEST BANCSHARES INC COM $7.39万0.00%4,876 50.1% $76 加仓
SEIQ SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF $7.38万0.00%1,872 1216.9% $4,769 加仓
AZO AUTOZONE INC COM $7.37万0.00%23 -3-11.5% -$9,616 减仓
FAAR FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF $7.37万0.00%2,329 -3,520-60.2% -$11.13万 减仓
DFVX DIMENSIONAL US LARGE CAP VECTOR ETF $7.37万0.00%896 10.1% $82 加仓
— FIDELITY INTERNATIONAL MULTIFACTOR ETF $7.35万0.00%2,072 231.1% $816 加仓
— NUVEEN REAL ESTATE INCOME FD COM $7.34万0.00%8,710 00.0% — 不变
SAIA SAIA INC COM $7.33万0.00%174 00.0% — 不变
RBRK RUBRIK INC. CL A $7.33万0.00%913 50.6% $401 加仓
— FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND $7.32万0.00%970 50.5% $377 加仓
— NYLI MACKAY DEFINEDTERM MUNI COM $7.32万0.00%4,720 00.0% — 不变
— WESTERN ASSET GBL HIGH INC FD COM $7.30万0.00%12,253 2732.3% $1,627 加仓
PSBD PALMER SQUARE CAPITAL BDC INC COM SHS $7.29万0.00%7,000 00.0% — 不变