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
NFG NATIONAL FUEL GAS CO COM $5.43万0.00%577 325.9% $3,012 加仓
ABR ARBOR REALTY TRUST INC COM $5.42万0.00%7,035 5,841489.2% $4.50万 加仓
USAC USA COMPRESSION PARTNERS LP COM UNIT LTDPAR $5.42万0.00%2,000 2,000— $5.42万 新建仓
HQH ABRDN HEALTHCARE INVESTORS SH BEN INT $5.42万0.00%3,046 2,181252.1% $3.88万 加仓
URNM SPROTT URANIUM MINERS ETF $5.41万0.00%855 -219-20.4% -$1.38万 减仓
CDE COEUR MNG INC COM NEW $5.40万0.00%2,875 1,719148.7% $3.23万 加仓
WWW WOLVERINE WORLD WIDE INC COM $5.38万0.00%3,299 50518.1% $8,242 加仓
AI C3 AI INC CL A $5.36万0.00%6,365 3,03491.1% $2.55万 加仓
TTD THE TRADE DESK INC COM CL A $5.36万0.00%2,361 1,03578.1% $2.35万 加仓
CASH PATHWARD FINANCIAL INC COM $5.35万0.00%600 600— $5.35万 新建仓
DBA INVESCO DB AGRICULTURE FUND $5.33万0.00%1,952 -2,576-56.9% -$7.04万 减仓
— LEUTHOLD SELECT INDUSTRIES ETF $5.32万0.00%1,314 1,314— $5.32万 新建仓
WSO WATSCO INC COM $5.32万0.00%146 119440.7% $4.33万 加仓
FLRG FIDELITY U.S. MULTIFACTOR ETF $5.30万0.00%1,439 992221.9% $3.65万 加仓
KHPI KENSINGTON HEDGED PREMIUM INCOME ETF $5.30万0.00%2,187 2,187— $5.30万 新建仓
XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF $5.28万0.00%162 -135-45.5% -$4.40万 减仓
POWL POWELL INDS INC COM $5.26万0.00%97 -721-88.1% -$39.07万 减仓
— LEADERSHARES DYNAMIC YIELD ETF $5.25万0.00%2,342 -926-28.3% -$2.08万 减仓
IXG ISHARES GLOBAL FINANCIALS ETF $5.24万0.00%460 -16-3.4% -$1,824 减仓
AD ARRAY DIGITAL INFRASTRUCTURE I COM $5.24万0.00%1,136 00.0% — 不变
MDB MONGODB INC CL A $5.23万0.00%213 -90-29.7% -$2.21万 减仓
IDA IDACORP INC COM $5.22万0.00%365 6320.9% $9,012 加仓
SPEU STATE STREET SPDR PORTFOLIO EUROPE ETF $5.22万0.00%1,018 37758.8% $1.93万 加仓
SWX SOUTHWEST GAS HLDGS INC COM $5.21万0.00%599 -235-28.2% -$2.04万 减仓
TKO TKO GROUP HOLDINGS INC CL A $5.20万0.00%258 -669-72.2% -$13.49万 减仓
LZB LA Z BOY INC COM $5.15万0.00%1,603 1,603— $5.15万 新建仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST $5.14万0.00%1,930 -10,829-84.9% -$28.83万 减仓
JBBB JANUS HENDERSON B-BBB CLO ETF $5.12万0.00%1,098 -410-27.2% -$1.91万 减仓
MXF MEXICO FD INC COM $5.12万0.00%2,444 2,444— $5.12万 新建仓
KWR QUAKER HOUGHTON COM $5.07万0.00%408 4005,000.0% $4.97万 加仓
— INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - NOVEMBER $5.06万0.00%1,765 -43,430-96.1% -$124.49万 减仓
DABS DOUBLELINE ABS ETF $5.05万0.00%995 00.0% — 不变
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF $5.05万0.00%1,971 80.4% $205 加仓
MBWM MERCANTILE BK CORP COM $5.05万0.00%1,000 1,000— $5.05万 新建仓
JSMD JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF $5.05万0.00%636 -36-5.4% -$2,857 减仓
CPER UNITED STATES COPPER INDEX FUND $5.04万0.00%1,465 00.0% — 不变
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF $5.04万0.00%456 71.6% $774 加仓
— INVESCO ZACKS MULTI-ASSET INCOME ETF $5.02万0.00%1,853 19812.0% $5,360 加仓
ALNY ALNYLAM PHARMACEUTICALS INC COM $5.01万0.00%151 3530.2% $1.16万 加仓
SMR NUSCALE PWR CORP CL A COM $5.00万0.00%4,611 2,19290.6% $2.38万 加仓
EQT EQT CORP COM $4.99万0.00%783 26952.3% $1.71万 加仓
AWR AMER STATES WTR CO COM $4.98万0.00%659 400154.4% $3.02万 加仓
MOO VANECK AGRIBUSINESS ETF $4.98万0.00%589 20051.4% $1.69万 加仓
— EATON VANCE SHORT DURATION DIV COM $4.98万0.00%4,655 4,655— $4.98万 新建仓
FWD AB DISRUPTORS ETF $4.96万0.00%457 00.0% — 不变
— WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND $4.95万0.00%1,309 1,309— $4.95万 新建仓
— BLACKSTONE MORTGAGE TRUST INC 5.5 03/15/2027 $4.95万0.00%50,000 50,000— $4.95万 新建仓
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B $4.93万0.00%609 12525.8% $1.01万 加仓
— INVESCO KBW PREMIUM YIELD EQUITY REIT ETF $4.90万0.00%3,207 00.0% — 不变
— ETC CABANA TARGET LEADING SECTOR MODERATE ETF $4.90万0.00%2,108 -1-0.0% -$23 减仓
— TRUESHARES STRUCTURED OUTCOME (MARCH) ETF $4.89万0.00%1,484 1,184394.7% $3.90万 加仓
AGI ALAMOS GOLD INC COM CL A $4.89万0.00%1,100 30438.2% $1.35万 加仓
SFM SPROUTS FMRS MKT INC COM $4.88万0.00%632 22555.3% $1.74万 加仓
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF $4.87万0.00%1,966 35422.0% $8,772 加仓
— PGIM S&P 500 MAX BUFFER ETF - OCTOBER $4.86万0.00%1,928 00.0% — 不变
SPXC SPX TECHNOLOGIES INC COM $4.84万0.00%242 24012,000.0% $4.80万 加仓
MSA MSA SAFETY INC COM $4.84万0.00%295 295— $4.84万 新建仓
AYI ACUITY INC COM $4.83万0.00%172 153805.3% $4.29万 加仓
— AVALONBAY CMNTYS INC COM $4.82万0.00%295 -25-7.8% -$4,088 减仓
NDSN NORDSON CORP COM $4.82万0.00%181 95.2% $2,395 加仓
— LEADERSHARES ALPHAFACTOR TACTICAL FOCUSED ETF $4.82万0.00%1,222 -951-43.8% -$3.75万 减仓
MAA MID-AMER APT CMNTYS INC COM $4.81万0.00%393 17681.1% $2.15万 加仓
— WISDOMTREE EUROPE DEFENSE FUND $4.81万0.00%1,554 1,554— $4.81万 新建仓
CENX CENTURY ALUM CO COM $4.79万0.00%817 594266.4% $3.49万 加仓
MLKN MILLERKNOLL INC COM $4.76万0.00%3,295 2006.5% $2,892 加仓
EL LAUDER ESTEE COS INC CL A $4.76万0.00%663 21849.0% $1.56万 加仓
— JPMORGAN FUNDAMENTAL DATA SCIENCE LARGE VALUE ETF $4.75万0.00%941 941— $4.75万 新建仓
OSCR OSCAR HEALTH INC CL A $4.73万0.00%4,125 3,220355.8% $3.69万 加仓
— FT VEST U.S. EQUITY MAX BUFFER ETF - APRIL $4.73万0.00%1,510 00.0% — 不变
— EMERGING MARKETS EQUITY ETF $4.73万0.00%1,535 1,214378.2% $3.74万 加仓
HL HECLA MINING COMPANY COM $4.71万0.00%2,526 95660.9% $1.78万 加仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIGH COM $4.69万0.00%4,615 4,033693.0% $4.10万 加仓
VMRK EQUITY RESIDENTIAL SH BEN INT $4.69万0.00%793 712879.0% $4.21万 加仓
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF $4.69万0.00%1,363 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS $4.68万0.00%1,553 47544.1% $1.43万 加仓
ETV EATON VANCE TAX-MANAGED BUY- COM $4.68万0.00%3,421 00.0% — 不变
EMBJ EMBRAER S.A. SPONSORED ADS $4.68万0.00%787 -169-17.7% -$1.00万 减仓
— CARNIVAL PLC ADS $4.67万0.00%1,813 1,422363.7% $3.67万 加仓
ZWS ZURN ELKAY WATER SOLNS CORP COM $4.67万0.00%1,042 600135.7% $2.69万 加仓
— CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - MARCH $4.66万0.00%1,846 00.0% — 不变
LCTD ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF $4.66万0.00%842 25142.5% $1.39万 加仓
PALL ABRDN PHYSICAL PALLADIUM SHARES ETF $4.65万0.00%345 10543.8% $1.41万 加仓
RQI COHEN & STEERS QUALITY INCOME COM $4.62万0.00%3,835 -8,251-68.3% -$9.94万 减仓
— INNOVATOR GROWTH-100 POWER BUFFER ETF - SEPTEMBER $4.61万0.00%1,604 00.0% — 不变
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF $4.61万0.00%925 32253.4% $1.60万 加仓
CMDT PIMCO COMMODITY STRATEGY ACTIVE EXCHANGE-TRADED FUND $4.59万0.00%1,423 00.0% — 不变
TYL TYLER TECHNOLOGIES INC COM $4.59万0.00%134 -84-38.5% -$2.88万 减仓
IHAK ISHARES CYBERSECURITY & TECH ETF $4.59万0.00%1,051 -883-45.7% -$3.85万 减仓
EGP EASTGROUP PPTYS INC COM $4.59万0.00%247 2372,370.0% $4.40万 加仓
APTV APTIV PLC COM SHS $4.58万0.00%659 15631.0% $1.08万 加仓
VFVA VANGUARD U.S. VALUE FACTOR ETF $4.58万0.00%340 340— $4.58万 新建仓
— GLOBAL X ALTERNATIVE INCOME ETF $4.56万0.00%3,793 00.0% — 不变
DCI DONALDSON INC COM $4.54万0.00%535 21165.1% $1.79万 加仓
IWC ISHARES MICRO-CAP ETF $4.53万0.00%284 00.0% — 不变
— PGIM S&P 500 BUFFER 12 ETF - AUGUST $4.52万0.00%1,480 00.0% — 不变
SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR $4.52万0.00%1,481 881146.8% $2.69万 加仓
HRTG HERITAGE INSURANCE HLDGS INC COM $4.51万0.00%1,718 181.1% $473 加仓
TAXF AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF $4.50万0.00%899 00.0% — 不变
BRC BRADY CORP CL A $4.50万0.00%553 500943.4% $4.07万 加仓
WFRD WEATHERFORD INTL PLC ORD SHS $4.50万0.00%475 15950.3% $1.50万 加仓