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
UHS UNIVERSAL HLTH SVCS INC CL B $4.49万0.00%251 195348.2% $3.49万 加仓
— INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER $4.49万0.00%1,323 -8,887-87.0% -$30.15万 减仓
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE $4.49万0.00%1,138 -5,459-82.7% -$21.52万 减仓
— INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - MAY $4.48万0.00%1,560 40234.7% $1.16万 加仓
— ISHARES LARGE CAP MAX BUFFER DEC ETF $4.47万0.00%1,683 1,683— $4.47万 新建仓
— TRUESHARES STRUCTURED OUTCOME SEPTEMBER ETF $4.47万0.00%1,100 00.0% — 不变
EWT ISHARES MSCI TAIWAN ETF $4.45万0.00%628 5791,181.6% $4.11万 加仓
RCKY ROCKY BRANDS INC COM $4.45万0.00%1,149 00.0% — 不变
RBRK RUBRIK INC. CL A $4.45万0.00%908 40881.6% $2.00万 加仓
PRFZ INVESCO RAFI US 1500 SMALL-MID ETF $4.44万0.00%968 34054.1% $1.56万 加仓
LECO LINCOLN ELEC HLDGS INC COM $4.43万0.00%178 1641,171.4% $4.08万 加仓
XCEM COLUMBIA EM CORE EX-CHINA ETF $4.42万0.00%1,082 -526-32.7% -$2.15万 减仓
— STERLING CAPITAL ENHANCED CORE BOND ETF $4.41万0.00%1,759 00.0% — 不变
XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF $4.39万0.00%172 00.0% — 不变
SBRA SABRA HEALTH CARE REIT INC COM $4.39万0.00%2,281 84659.0% $1.63万 加仓
— AMPLIFY ONLINE RETAIL ETF $4.39万0.00%701 17834.0% $1.11万 加仓
— CULLEN ENHANCED EQUITY INCOME ETF $4.39万0.00%1,691 00.0% — 不变
BUFB INNOVATOR LADDERED ALLOCATION BUFFER ETF $4.37万0.00%1,217 40650.1% $1.46万 加仓
GL GLOBE LIFE INC COM $4.37万0.00%313 10953.4% $1.52万 加仓
DB DEUTSCHE BK AG NAMEN AKT $4.36万0.00%1,465 1,465— $4.36万 新建仓
UTHR UNITED THERAPEUTICS CORP DEL COM $4.33万0.00%73 914.1% $5,337 加仓
FQAL FIDELITY QUALITY FACTOR ETF $4.33万0.00%596 596— $4.33万 新建仓
DFSB DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF $4.33万0.00%836 836— $4.33万 新建仓
LTPZ PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND $4.31万0.00%845 845— $4.31万 新建仓
— PGIM S&P 500 BUFFER 20 ETF - OCTOBER $4.30万0.00%1,495 00.0% — 不变
— TRUESHARES STRUCTURED OUTCOME (AUGUST) ETF $4.29万0.00%1,055 -261-19.8% -$1.06万 减仓
ARMK ARAMARK COM $4.26万0.00%1,050 24230.0% $9,811 加仓
— INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF DECEMBER $4.23万0.00%1,298 -8,428-86.7% -$27.44万 减仓
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND $4.22万0.00%780 77619,400.0% $4.20万 加仓
— NEUBERGER ENERGY TRANSITION & INFRASTRUCTURE ETF $4.22万0.00%1,026 -1,914-65.1% -$7.86万 减仓
AIS VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF $4.19万0.00%1,000 00.0% — 不变
LILA LIBERTY LATIN AMERICA LTD COM CL A $4.19万0.00%4,847 77919.1% $6,731 加仓
IAG IAMGOLD CORP COM $4.18万0.00%2,220 2,1232,188.7% $4.00万 加仓
TRN TRINITY INDS INC COM $4.16万0.00%1,293 825176.3% $2.66万 加仓
— INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF $4.12万0.00%933 -23,381-96.2% -$103.24万 减仓
ISPY PROSHARES S&P 500 HIGH INCOME ETF $4.12万0.00%950 45090.0% $1.95万 加仓
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF $4.12万0.00%1,218 924314.3% $3.12万 加仓
JHPI JOHN HANCOCK PREFERRED INCOME ETF $4.11万0.00%1,820 00.0% — 不变
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO APR/OCT $4.11万0.00%1,609 -11,823-88.0% -$30.20万 减仓
IONS IONIS PHARMACEUTICALS INC COM $4.10万0.00%546 318139.5% $2.39万 加仓
BG BUNGE GLOBAL SA COM SHS $4.08万0.00%321 -68-17.5% -$8,651 减仓
CF CF INDUSTRIES HOLD COM $4.07万0.00%313 -30-8.7% -$3,905 减仓
IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF $4.07万0.00%1,774 22614.6% $5,185 加仓
CRH CRH PLC ORD $4.06万0.00%386 9030.4% $9,467 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN FUND $4.05万0.00%686 527331.4% $3.11万 加仓
RRBI RED RIVER BANCSHARES INC COM $4.04万0.00%447 11534.6% $1.04万 加仓
— INVESCO DB OIL FUND $4.04万0.00%2,052 2,0003,846.2% $3.93万 加仓
LYFT LYFT INC CL A COM $4.03万0.00%3,033 2549.1% $3,378 加仓
TR TOOTSIE ROLL INDS INC COM $4.02万0.00%940 22030.6% $9,406 加仓
PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF $4.01万0.00%574 -328-36.4% -$2.29万 减仓
RBLX ROBLOX CORP CL A $4.01万0.00%709 -1,652-70.0% -$9.35万 减仓
— FT VEST U.S. EQUITY MAX BUFFER ETF - NOVEMBER $4.01万0.00%1,226 00.0% — 不变
LWLG LIGHTWAVE LOGIC INC COM $4.01万0.00%5,700 5,700— $4.01万 新建仓
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF $4.00万0.00%927 13617.2% $5,875 加仓
FTI TECHNIPFMC PLC COM $4.00万0.00%578 25981.2% $1.79万 加仓
AGOX ADAPTIVE ALPHA OPPORTUNITIES ETF $3.99万0.00%1,500 1,500— $3.99万 新建仓
— FIRST TRUST ACTIVE FACTOR SMALL CAP ETF $3.99万0.00%1,215 00.0% — 不变
— XTRACKERS ARTIFICIAL INTELLIGENCE AND BIG DATA ETF $3.98万0.00%998 35555.2% $1.42万 加仓
TAFM AB TAX-AWARE INTERMEDIATE MUNICIPAL ETF $3.97万0.00%1,571 1,571— $3.97万 新建仓
PFM INVESCO DIVIDEND ACHIEVERS ETF $3.96万0.00%774 774— $3.96万 新建仓
KNTK KINETIK HOLDINGS INC COM NEW CL A $3.95万0.00%816 8046,700.0% $3.89万 加仓
— PACER CASH COWS FUND OF FUNDS ETF $3.95万0.00%863 -37-4.1% -$1,693 减仓
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH $3.95万0.00%760 37798.4% $1.96万 加仓
KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF $3.94万0.00%674 00.0% — 不变
FCAL FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF $3.94万0.00%805 -97-10.8% -$4,745 减仓
DSU BLACKROCK DEBT STRATEGIES FD I COM NEW $3.94万0.00%4,104 3,139325.3% $3.01万 加仓
MSEX MIDDLESEX WTR CO COM $3.94万0.00%756 500195.3% $2.60万 加仓
BRSL BRIGHTSTAR LOTTERY PLC SHS USD $3.93万0.00%3,086 2,8841,427.7% $3.67万 加仓
— XTRACKERS MSCI EUROZONE HEDGED EQUITY ETF $3.92万0.00%712 549336.8% $3.02万 加仓
MTW MANITOWOC CO INC COM NEW $3.91万0.00%3,360 2,213192.9% $2.58万 加仓
CG CARLYLE GROUP INC COM $3.91万0.00%810 582255.3% $2.81万 加仓
WCC WESCO INTL INC COM $3.91万0.00%143 80127.0% $2.19万 加仓
MTB M & T BK CORP COM $3.91万0.00%189 -20-9.6% -$4,135 减仓
— SPEAR ALPHA ETF $3.89万0.00%1,094 20022.4% $7,119 加仓
BUG GLOBAL X CYBERSECURITY ETF $3.89万0.00%1,548 00.0% — 不变
— SPROTT JUNIOR URANIUM MINERS ETF $3.88万0.00%1,325 19517.3% $5,714 加仓
UGI UGI CORP NEW COM $3.88万0.00%1,066 915606.0% $3.33万 加仓
CHWY CHEWY INC CL A $3.88万0.00%1,437 53058.4% $1.43万 加仓
KAPR INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL $3.86万0.00%1,065 -17-1.6% -$616 减仓
FICO FAIR ISAAC CORP COM $3.86万0.00%36 516.1% $5,355 加仓
TLTW ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF $3.85万0.00%1,702 62758.3% $1.42万 加仓
CHRW C H ROBINSON WORLDWIDE IN COM NEW $3.84万0.00%231 190463.4% $3.16万 加仓
BURL BURLINGTON STORES INC COM $3.84万0.00%118 87.3% $2,603 加仓
SKYW SKYWEST INC COM $3.83万0.00%417 417— $3.83万 新建仓
UTL UNITIL CORP COM $3.83万0.00%733 533266.5% $2.78万 加仓
CRUS CIRRUS LOGIC INC COM $3.82万0.00%264 31.1% $434 加仓
WIW WESTERN AST INFL LKD OPP & INM COM $3.81万0.00%4,500 4,500— $3.81万 新建仓
KEYS KEYSIGHT TECHNOLOGIES INC COM $3.80万0.00%135 5466.7% $1.52万 加仓
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF $3.80万0.00%1,050 26433.6% $9,560 加仓
JKHY HENRY JACK & ASSOC INC COM $3.80万0.00%240 -4-1.6% -$633 减仓
WFG WEST FRASER TIMBER CO LTD COM $3.80万0.00%582 309113.2% $2.02万 加仓
TRU TRANSUNION COM $3.79万0.00%548 23474.5% $1.62万 加仓
XGDVX GABELLI DIVID & INCOME TR COM $3.79万0.00%1,405 1219.4% $3,260 加仓
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A $3.78万0.00%181 8894.6% $1.84万 加仓
— ISHARES GLOBAL EQUITY FACTOR ETF $3.77万0.00%724 724— $3.77万 新建仓
— CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JULY $3.77万0.00%1,400 45548.1% $1.23万 加仓
— BLACKSTONE SENI FLTN RAT 2027 COM $3.76万0.00%2,904 1,04356.0% $1.35万 加仓
— FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - DECEMBER $3.76万0.00%1,715 -1,698-49.8% -$3.72万 减仓
CLMT CALUMET INC COM $3.75万0.00%1,045 -95-8.3% -$3,411 减仓
COO COOPER COS INC COM $3.75万0.00%524 301135.0% $2.15万 加仓