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
VIK VIKING HOLDINGS LTD ORD SHS $6.32万0.00%860 -217-20.1% -$1.59万 减仓
FDM FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND $6.31万0.00%769 00.0% — 不变
STM STMICROELECTRONICS N V NY REGISTRY $6.31万0.00%1,828 1327.8% $4,558 加仓
— FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF $6.30万0.00%1,449 875152.4% $3.80万 加仓
MGA MAGNA INTL INC COM $6.30万0.00%1,128 48776.0% $2.72万 加仓
ADME APTUS DRAWDOWN MANAGED EQUITY ETF $6.29万0.00%1,272 928269.8% $4.59万 加仓
LPX LOUISIANA PAC CORP COM $6.27万0.00%861 508143.9% $3.70万 加仓
SOFR AMPLIFY SAMSUNG SOFR ETF $6.25万0.00%624 624— $6.25万 新建仓
SEIQ SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF $6.25万0.00%1,751 1,357344.4% $4.84万 重新持有
THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF $6.24万0.00%1,057 -788-42.7% -$4.65万 减仓
OLN OLIN CORP COM PAR $1 $6.23万0.00%2,095 54635.2% $1.62万 加仓
— FIRST TRUST MERGER ARBITRAGE ETF $6.20万0.00%2,996 -154-4.9% -$3,188 减仓
— ISHARES MSCI AUSTRIA ETF $6.20万0.00%1,749 46436.1% $1.64万 加仓
— FT VEST U.S. EQUITY MAX BUFFER ETF - JULY $6.19万0.00%1,845 00.0% — 不变
NWBI NORTHWEST BANCSHARES INC COM $6.18万0.00%4,871 2715.9% $3,439 加仓
QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF $6.18万0.00%360 102.9% $1,716 加仓
— VIRTUS REAL ASSET INCOME ETF $6.14万0.00%2,265 00.0% — 不变
GEN GEN DIGITAL INC COM $6.12万0.00%3,252 93040.1% $1.75万 加仓
SGI SOMNIGROUP INTERNATIONAL INC COM $6.12万0.00%828 7851,825.6% $5.80万 加仓
SAIA SAIA INC COM $6.11万0.00%174 150625.0% $5.27万 加仓
OSCV OPUS SMALL CAP VALUE ETF $6.09万0.00%1,544 1,097245.4% $4.33万 加仓
PSMJ PACER SWAN SOS MODERATE (JULY) ETF $6.09万0.00%1,912 -2,536-57.0% -$8.07万 减仓
SOBO SOUTH BOW CORP COM $6.07万0.00%1,828 1,412339.4% $4.69万 加仓
ALGN ALIGN TECHNOLOGY INC COM $6.05万0.00%353 239209.6% $4.10万 加仓
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 $6.04万0.00%5,363 4,9571,220.9% $5.59万 加仓
RBC RBC BEARINGS INC COM $6.03万0.00%111 75208.3% $4.07万 加仓
DEFR APTUS DEFERRED INCOME ETF $6.02万0.00%2,263 1,608245.5% $4.28万 加仓
— FIRST TRUST EXPANDED TECHNOLOGY ETF $6.02万0.00%1,832 -1-0.1% -$33 减仓
LRGE CLEARBRIDGE LARGE CAP GROWTH SELECT ETF $5.99万0.00%797 00.0% — 不变
XHR XENIA HOTELS & RESORTS INC COM $5.99万0.00%4,038 1,78579.2% $2.65万 加仓
— FIDELITY DISRUPTIVE TECHNOLOGY ETF $5.97万0.00%1,616 -1,135-41.3% -$4.19万 减仓
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A $5.96万0.00%2,453 57630.7% $1.40万 加仓
JBHT HUNT J B TRANS SVCS INC COM $5.95万0.00%281 72.6% $1,483 加仓
— XAI MADISON EQUITY PREMIUM INC COM $5.94万0.00%10,193 10,193— $5.94万 新建仓
— INVESCO LEISURE AND ENTERTAINMENT ETF $5.94万0.00%1,024 00.0% — 不变
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND $5.94万0.00%637 455250.0% $4.24万 加仓
PKW INVESCO BUYBACK ACHIEVERS ETF $5.92万0.00%451 5714.5% $7,484 加仓
FAN FIRST TRUST GLOBAL WIND ENERGY ETF $5.91万0.00%2,388 1,280115.5% $3.17万 加仓
JPEF JPMORGAN EQUITY FOCUS ETF $5.90万0.00%822 -2,817-77.4% -$20.23万 减仓
PCG PG&E CORP COM $5.90万0.00%3,357 952.9% $1,669 加仓
HLN HALEON PLC SPON ADS $5.89万0.00%5,879 5,024587.6% $5.03万 加仓
— INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY $5.88万0.00%1,837 42630.2% $1.36万 加仓
XEMDX WESTERN ASSET EMERGING MKTS DE COM $5.88万0.00%5,985 1192.0% $1,169 加仓
— YIELDMAX UNIVERSE FUND OF OPTION INCOME ETFS $5.88万0.00%7,503 1,33321.6% $1.04万 加仓
BIIB BIOGEN INC COM $5.87万0.00%320 10548.8% $1.92万 加仓
— ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED MAR ETF $5.86万0.00%2,183 2,183— $5.86万 新建仓
— PARNASSUS VALUE SELECT ETF $5.86万0.00%2,126 00.0% — 不变
JHMD JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF $5.84万0.00%1,378 1,378— $5.84万 新建仓
RING ISHARES MSCI GLOBAL GOLD MINERS ETF $5.84万0.00%739 -538-42.1% -$4.25万 减仓
— INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - APRIL $5.83万0.00%1,747 -770-30.6% -$2.57万 减仓
TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF $5.82万0.00%1,407 -14-1.0% -$579 减仓
CELH CELSIUS HLDGS INC COM NEW $5.82万0.00%1,639 61660.2% $2.19万 加仓
TSLX SIXTH STREET SPECIALTY LENDING COM $5.80万0.00%3,156 2,9781,673.0% $5.47万 加仓
BCX BLACKROCK RES & COMMODITIES ST SHS $5.78万0.00%4,799 90823.3% $1.09万 加仓
KVUE KENVUE INC COM $5.77万0.00%3,345 1,08648.1% $1.87万 加仓
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY $5.77万0.00%1,444 -7,203-83.3% -$28.77万 减仓
FAF FIRST AMERN FINL CORP COM $5.76万0.00%956 685252.8% $4.13万 加仓
NNE NANO NUCLEAR ENERGY INC COM $5.76万0.00%2,812 1,636139.1% $3.35万 加仓
ITT ITT INC COM $5.76万0.00%303 265697.4% $5.04万 加仓
— GLOBAL X SUPERINCOME PREFERRED ETF $5.74万0.00%6,461 00.0% — 不变
AES AES CORP COM $5.74万0.00%4,076 1,74074.5% $2.45万 加仓
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE $5.74万0.00%1,240 00.0% — 不变
— GLOBAL X FINTECH ETF $5.73万0.00%2,479 -542-17.9% -$1.25万 减仓
GRNJ FUNDSTRAT GRANNY SHOTS US SMALL- & MID-CAP ETF $5.72万0.00%2,289 1,689281.5% $4.22万 加仓
— FRANKLIN EXPONENTIAL DATA ETF $5.72万0.00%2,716 -2,502-47.9% -$5.27万 减仓
H HYATT HOTELS CORP COM CL A $5.72万0.00%398 00.0% — 不变
DECK DECKERS OUTDOOR CORP COM $5.70万0.00%569 412262.4% $4.13万 加仓
WULF TERAWULF INC COM $5.69万0.00%3,946 60017.9% $8,658 加仓
GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF $5.69万0.00%761 551262.4% $4.12万 加仓
— CAPITAL GROUP U.S. LARGE GROWTH ETF $5.68万0.00%2,243 98978.9% $2.51万 加仓
— GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF $5.67万0.00%1,385 -1,143-45.2% -$4.68万 减仓
HAS HASBRO INC COM $5.66万0.00%605 19848.6% $1.85万 加仓
EXEL EXELIXIS INC COM $5.66万0.00%1,319 21419.4% $9,178 加仓
— HANCOCK JOHN PREM DIVID FD COM SH BEN INT $5.66万0.00%4,317 4,317— $5.66万 新建仓
EWS ISHARES MSCI SINGAPORE ETF $5.65万0.00%2,002 19010.5% $5,362 加仓
WRB BERKLEY W R CORP COM $5.64万0.00%851 -2,725-76.2% -$18.07万 减仓
APA APA CORPORATION COM $5.64万0.00%1,328 47756.1% $2.03万 加仓
TOST TOAST INC CL A $5.61万0.00%2,116 -620-22.7% -$1.64万 减仓
— FIRST TRUST S&P REIT INDEX FUND $5.60万0.00%1,968 1,710662.8% $4.87万 加仓
MLN VANECK LONG MUNI ETF $5.60万0.00%3,209 1,04448.2% $1.82万 加仓
— GUINNESS ATKINSON DIVIDEND BUILDER ETF $5.59万0.00%1,841 18110.9% $5,494 加仓
URTH ISHARES MSCI WORLD ETF $5.58万0.00%310 310— $5.58万 新建仓
— ALPS ACTIVE REIT ETF $5.57万0.00%2,038 18910.2% $5,168 加仓
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND $5.56万0.00%703 703— $5.56万 新建仓
XBOEX BLACKROCK ENHANCED GLOBAL COM $5.55万0.00%5,067 390.8% $427 加仓
— CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF AUGUST $5.55万0.00%2,063 -1,032-33.3% -$2.78万 减仓
— INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF NOVEMBER $5.55万0.00%1,599 -67,892-97.7% -$235.53万 减仓
FFBC 1ST FINL BANCORP COM $5.54万0.00%1,988 62545.9% $1.74万 加仓
IBKR INTERACTIVE BROKERS GROUP INC COM CL A $5.53万0.00%824 444116.8% $2.98万 加仓
ON ON SEMICONDUCTOR CORP COM $5.50万0.00%887 29950.9% $1.85万 加仓
BRX BRIXMOR PPTY GROUP INC COM $5.49万0.00%1,906 1,906— $5.49万 新建仓
— HOLOGIC INC COM $5.48万0.00%724 533279.1% $4.03万 加仓
GSSC TR ACTIVEBETA US SMALL CAP EQUITY ETF $5.48万0.00%735 9014.0% $6,709 加仓
EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF $5.47万0.00%906 00.0% — 不变
IOCT INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER $5.47万0.00%1,561 -1,181-43.1% -$4.14万 减仓
MYI BLACKROCK MUNIYIELD QUALITY FD COM $5.47万0.00%5,200 00.0% — 不变
— FRANKLIN GENOMIC ADVANCEMENTS ETF $5.46万0.00%1,650 1389.1% $4,563 加仓
FEZ STATE STREET SPDR EURO STOXX 50 ETF $5.45万0.00%877 40686.2% $2.52万 加仓
NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS $5.43万0.00%2,906 43417.6% $8,116 加仓
BROS DUTCH BROS INC CL A $5.43万0.00%1,072 845372.2% $4.28万 加仓