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
— GLOBAL X SOCIAL MEDIA ETF $3.20万0.00%739 20037.1% $8,660 加仓
MAT MATTEL INC COM $3.20万0.00%2,200 1,608271.6% $2.34万 加仓
— ELDRIDGE AAA CLO ETF $3.20万0.00%1,250 00.0% — 不变
HDUS HARTFORD DISCIPLINED US EQUITY ETF $3.19万0.00%506 00.0% — 不变
STLA STELLANTIS N.V SHS $3.19万0.00%4,531 71918.9% $5,060 加仓
KIM KIMCO REALTY CORP COM $3.19万0.00%1,418 1,007245.0% $2.26万 加仓
ARTNA ARTESIAN RES CORP CL A $3.19万0.00%1,000 1,000— $3.19万 新建仓
CWI STATE STREET SPDR MSCI ACWI EX-US ETF $3.18万0.00%870 10513.7% $3,843 加仓
CMP COMPASS MINERALS INTL INC COM $3.18万0.00%1,361 63186.4% $1.47万 加仓
UPSD APTUS LARGE CAP UPSIDE ETF $3.17万0.00%1,244 1,244— $3.17万 新建仓
QS QUANTUMSCAPE CORP COM CL A $3.16万0.00%4,947 2,675117.7% $1.71万 加仓
BST BLACKROCK SCIENCE & TECHNOLOGY SHS $3.15万0.00%866 -589-40.5% -$2.14万 减仓
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS $3.15万0.00%709 -231-24.6% -$1.03万 减仓
— INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF $3.13万0.00%2,500 50025.0% $6,270 加仓
HEQT SIMPLIFY HEDGED EQUITY ETF $3.13万0.00%995 00.0% — 不变
NTGR NETGEAR INC COM $3.10万0.00%1,421 1,234659.9% $2.70万 加仓
— FIRST TRUST ALERIAN US NEXTGEN INFRASTRUCTURE ETF $3.08万0.00%380 00.0% — 不变
NRIM NORTHRIM BANCORP INC COM $3.08万0.00%1,344 1,200833.3% $2.75万 加仓
— PGIM S&P 500 MAX BUFFER ETF - AUGUST $3.07万0.00%1,197 16616.1% $4,263 加仓
TTMI TTM TECHNOLOGIES INC COM $3.07万0.00%315 155.0% $1,461 加仓
FCG FIRST TRUST NATURAL GAS ETF $3.07万0.00%967 303.2% $951 加仓
— PGIM S&P 500 MAX BUFFER ETF - SEPTEMBER $3.06万0.00%1,200 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC COM $3.06万0.00%204 -43-17.4% -$6,442 减仓
PAHC PHIBRO ANIMAL HEALTH CORP CL A COM $3.05万0.00%551 20057.0% $1.11万 加仓
ILMN ILLUMINA INC COM $3.05万0.00%247 3214.9% $3,946 加仓
NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL $3.04万0.00%557 00.0% — 不变
WK WORKIVA INC COM CL A $3.04万0.00%509 00.0% — 不变
SUSL ISHARES ESG MSCI USA LEADERS ETF $3.03万0.00%267 00.0% — 不变
TIC TIC SOLUTIONS INC COM $3.03万0.00%4,609 4,609— $3.03万 新建仓
— KKR INCOME OPPORTUNITIES FD COM $3.03万0.00%2,753 2,753— $3.03万 新建仓
HG HAMILTON INSURANCE GROUP LTD. CL B $3.02万0.00%1,011 1,011— $3.02万 新建仓
CPAY CORPAY INC COM SHS $3.02万0.00%103 -46-30.9% -$1.35万 减仓
BRTR ISHARES TOTAL RETURN ACTIVE ETF $3.01万0.00%600 10020.0% $5,019 加仓
LPLA LPL FINL HLDGS INC COM $3.01万0.00%100 4478.6% $1.32万 加仓
— ROCKWELL MED INC COM NEW $3.01万0.00%33,674 33,674— $3.01万 新建仓
— GOLDMAN SACHS ACCESS HIGH YIELD CORPORATE BOND ETF $3.00万0.00%672 -106-13.6% -$4,725 减仓
— PUTNAM MUN OPPORTUNITIES TR SH BEN INT $3.00万0.00%2,908 1,500106.5% $1.54万 加仓
MOH MOLINA HEALTHCARE INC COM $3.00万0.00%224 2205,500.0% $2.94万 加仓
— GLOBAL X VIDEO GAMES & ESPORTS ETF $2.99万0.00%1,163 1,163— $2.99万 新建仓
UUUU ENERGY FUELS INC COM NEW $2.99万0.00%1,639 -97-5.6% -$1,770 减仓
— INNOVATOR PREMIUM INCOME 15 BUFFER ETF - APRIL $2.98万0.00%1,193 00.0% — 不变
— INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY $2.98万0.00%989 00.0% — 不变
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF $2.98万0.00%658 60.9% $272 加仓
APAM ARTISAN PARTNERS ASSET MGMT I CL A $2.98万0.00%818 313.9% $1,129 加仓
LNTH LANTHEUS HLDGS INC COM $2.97万0.00%392 -983-71.5% -$7.46万 减仓
MMSI MERIT MED SYS INC COM $2.96万0.00%429 -6-1.4% -$414 减仓
MD PEDIATRIX MEDICAL GROUP INC COM $2.95万0.00%1,379 665.0% $1,412 加仓
— ROUNDHILL INNOVATION-100 0DTE COVERED CALL STRATEGY ETF $2.94万0.00%1,073 11812.4% $3,238 加仓
LFUS LITTELFUSE INC COM $2.94万0.00%86 53160.6% $1.81万 加仓
— OCCIDENTAL PETE CORP WT EXP 080327 $2.94万0.00%686 686— $2.94万 新建仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 10 BUFFER ETF - DECEMBER $2.93万0.00%1,570 00.0% — 不变
Z ZILLOW GROUP INC CL C CAP STK $2.92万0.00%706 29370.9% $1.21万 加仓
SPBO STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF $2.90万0.00%1,000 00.0% — 不变
SLVM SYLVAMO CORP COMMON STOCK $2.90万0.00%687 605737.8% $2.56万 加仓
BHE BENCHMARK ELECTRS INC COM $2.89万0.00%515 515— $2.89万 新建仓
— QORVO INC COM $2.88万0.00%372 16983.3% $1.31万 加仓
WTW WILLIS TOWERS WATSON PLC LTD SHS $2.88万0.00%99 73280.8% $2.12万 加仓
— FIRST TRUST NASDAQ PHARMACEUTICALS ETF $2.87万0.00%836 00.0% — 不变
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN $2.87万0.00%766 7211,602.2% $2.70万 加仓
RELX RELX PLC SPONSORED ADR $2.87万0.00%865 13418.3% $4,444 加仓
MRP MILLROSE PPTYS INC COM CL A $2.86万0.00%1,022 693210.6% $1.94万 加仓
THFF FIRST FINANCIAL CORPORATION COM $2.86万0.00%453 453— $2.86万 新建仓
L LOEWS CORP COM $2.85万0.00%267 8445.9% $8,975 加仓
EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND $2.85万0.00%288 -323-52.9% -$3.20万 减仓
BTZ BLACKROCK CR ALLOCATION COM $2.84万0.00%2,814 2,137315.7% $2.16万 加仓
GPRE GREEN PLAINS INC COM $2.84万0.00%1,726 1,726— $2.84万 新建仓
— FLAHERTY & CRUMRINE TOTAL RETU COM $2.84万0.00%1,709 1,709— $2.84万 新建仓
PLOW DOUGLAS DYNAMICS INC COM $2.84万0.00%674 435182.0% $1.83万 加仓
IDEF ISHARES DEFENSE INDUSTRIALS ACTIVE ETF $2.83万0.00%866 866— $2.83万 新建仓
PINS PINTEREST INC CL A $2.83万0.00%1,545 48545.8% $8,895 加仓
UBSI UNITED BANKSHARES INC WEST VA COM $2.83万0.00%684 404144.3% $1.67万 加仓
BTU PEABODY ENERGY CORP COM $2.82万0.00%855 7910.2% $2,605 加仓
— ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF $2.81万0.00%986 00.0% — 不变
GT GOODYEAR TIRE & RUBR CO COM $2.81万0.00%4,240 2,572154.2% $1.71万 加仓
— AMPLIFY CASH FLOW DIVIDEND LEADERS ETF $2.80万0.00%849 -736-46.4% -$2.43万 减仓
SMMD ISHARES RUSSELL 2500 ETF $2.80万0.00%366 00.0% — 不变
— INVESCO ZACKS MID-CAP ETF $2.80万0.00%254 00.0% — 不变
OKTA OKTA INC CL A $2.80万0.00%355 265294.4% $2.09万 加仓
USFD US FOODS HLDG CORP COM $2.79万0.00%302 6628.0% $6,102 加仓
EQNR EQUINOR ASA SPONSORED ADR $2.78万0.00%659 546483.2% $2.30万 加仓
TNA DIREXION DAILY SMALL CAP BULL 3X ETF $2.78万0.00%630 630— $2.78万 新建仓
EWP ISHARES MSCI SPAIN ETF $2.78万0.00%511 511— $2.78万 新建仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 10 BUFFER ETF - MARCH $2.77万0.00%1,491 1,491— $2.77万 新建仓
FFIV F5 INC COM $2.77万0.00%95 -368-79.5% -$10.71万 减仓
UFPI UFP INDUSTRIES INC COM $2.76万0.00%300 300— $2.76万 新建仓
— INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF $2.76万0.00%832 685466.0% $2.27万 加仓
VSNT VERSANT MEDIA GROUP INC COM CL A $2.75万0.00%744 744— $2.75万 新建仓
CBLL CERIBELL INC COM $2.75万0.00%1,500 00.0% — 不变
SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK $2.75万0.00%907 907— $2.75万 新建仓
— STATE STREET SPDR FACTSET INNOVATIVE TECHNOLOGY ETF $2.74万0.00%187 00.0% — 不变
— FIRST TRUST HORIZON MANAGED VOLATILITY DEVELOPED INTL ETF $2.73万0.00%742 -74-9.1% -$2,724 减仓
SANM SANMINA CORP COM $2.72万0.00%210 4527.3% $5,834 加仓
— RIVERFRONT STRATEGIC INCOME FUND $2.72万0.00%1,189 1,189— $2.72万 新建仓
OSBC OLD SECOND BANCORP INC DEL COM $2.72万0.00%1,347 00.0% — 不变
— XTRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETF $2.71万0.00%1,101 20022.2% $4,927 加仓
— FRANKLIN RESPONSIBLY SOURCED GOLD ETF $2.71万0.00%436 -73-14.3% -$4,538 减仓
OGN ORGANON & CO COMMON STOCK $2.71万0.00%4,523 1,99879.1% $1.20万 加仓
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS $2.69万0.00%297 12168.8% $1.10万 加仓
REPX RILEY EXPLORATION PERMIAN INC COM $2.69万0.00%738 -16-2.1% -$583 减仓
PRGO PERRIGO CO PLC SHS $2.69万0.00%2,505 1,804257.3% $1.94万 加仓