HARBOUR INVESTMENTS, INC.
MADISON WI · SEC CIK 0000810121
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC COM | $620.76万 | 0.10% | 18,162 | 15,520 | 587.4% | $530.46万 | 加仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $615.65万 | 0.10% | 69,573 | 12,327 | 21.5% | $109.08万 | 加仓 |
| FSK | FS KKR CAP CORP COM | $609.65万 | 0.09% | 598,866 | 152,192 | 34.1% | $154.93万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $605.60万 | 0.09% | 41,307 | 12,872 | 45.3% | $188.72万 | 加仓 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | $597.08万 | 0.09% | 47,755 | 2,826 | 6.3% | $35.33万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $596.65万 | 0.09% | 100,752 | 49,498 | 96.6% | $293.13万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $594.86万 | 0.09% | 46,429 | 9,834 | 26.9% | $126.00万 | 加仓 |
| MCK | MCKESSON CORP COM | $592.71万 | 0.09% | 6,849 | 1,453 | 26.9% | $125.74万 | 加仓 |
| CSCO | CISCO SYS INC COM | $592.61万 | 0.09% | 76,377 | 36,850 | 93.2% | $285.92万 | 加仓 |
| ORCL | ORACLE CORP COM | $588.65万 | 0.09% | 40,015 | 10,606 | 36.1% | $156.02万 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $584.35万 | 0.09% | 126,401 | 10,359 | 8.9% | $47.89万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $572.64万 | 0.09% | 40,205 | 1,861 | 4.9% | $26.51万 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $571.47万 | 0.09% | 112,472 | 15,845 | 16.4% | $80.51万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $566.87万 | 0.09% | 100,189 | -6,234 | -5.9% | -$35.27万 | 减仓 |
| SCIO | FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF | $565.08万 | 0.09% | 273,777 | 199,574 | 269.0% | $411.92万 | 加仓 |
| DNOV | FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER | $564.02万 | 0.09% | 117,736 | 36,544 | 45.0% | $175.07万 | 加仓 |
| GEV | GE VERNOVA INC COM | $563.04万 | 0.09% | 6,450 | 1,210 | 23.1% | $105.62万 | 加仓 |
| XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $562.79万 | 0.09% | 124,044 | 11,537 | 10.3% | $52.34万 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $562.10万 | 0.09% | 48,952 | 1,595 | 3.4% | $18.31万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $559.70万 | 0.09% | 8,203 | -260 | -3.1% | -$17.74万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $557.83万 | 0.09% | 93,673 | 22,872 | 32.3% | $136.20万 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $556.15万 | 0.09% | 149,503 | 23,832 | 19.0% | $88.66万 | 加仓 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $550.26万 | 0.08% | 34,648 | 5,047 | 17.1% | $80.15万 | 加仓 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $548.80万 | 0.08% | 161,195 | 18,007 | 12.6% | $61.31万 | 加仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $543.61万 | 0.08% | 152,741 | 128,956 | 542.2% | $458.96万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $542.40万 | 0.08% | 21,797 | 742 | 3.5% | $18.46万 | 加仓 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $541.49万 | 0.08% | 105,585 | 10,796 | 11.4% | $55.37万 | 加仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $532.90万 | 0.08% | 46,617 | -936 | -2.0% | -$10.70万 | 减仓 |
| JPIE | JPMORGAN INCOME ETF | $532.31万 | 0.08% | 115,542 | 20,517 | 21.6% | $94.52万 | 加仓 |
| BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | $529.20万 | 0.08% | 201,445 | 73,199 | 57.1% | $192.29万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $522.13万 | 0.08% | 94,043 | 23,141 | 32.6% | $128.48万 | 加仓 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $520.79万 | 0.08% | 115,578 | 10,443 | 9.9% | $47.06万 | 加仓 |
| EPS | WISDOMTREE U.S. LARGECAP FUND | $515.46万 | 0.08% | 75,680 | 14,716 | 24.1% | $100.23万 | 加仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $511.03万 | 0.08% | 128,625 | 16,188 | 14.4% | $64.31万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $510.44万 | 0.08% | 8,445 | 2,562 | 43.5% | $154.85万 | 加仓 |
| DDEC | FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER | $506.87万 | 0.08% | 114,470 | 24,240 | 26.9% | $107.33万 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $504.04万 | 0.08% | 30,419 | 5,837 | 23.7% | $96.72万 | 加仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $503.78万 | 0.08% | 91,009 | -103,379 | -53.2% | -$572.26万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $500.66万 | 0.08% | 10,020 | 188 | 1.9% | $9.39万 | 加仓 |
| FFEB | FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY | $498.47万 | 0.08% | 89,251 | 21,735 | 32.2% | $121.39万 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $492.79万 | 0.08% | 89,209 | 44,693 | 100.4% | $246.89万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $492.74万 | 0.08% | 296,655 | 296,655 | — | $492.74万 | 新建仓 |
| RPM | RPM INTL INC COM | $490.42万 | 0.08% | 49,337 | 48,130 | 3,987.6% | $478.42万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $489.76万 | 0.08% | 17,259 | 7,988 | 86.2% | $226.68万 | 加仓 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $485.74万 | 0.07% | 289,648 | 88,734 | 44.2% | $148.81万 | 加仓 |
| MRK | MERCK & CO INC COM | $481.52万 | 0.07% | 40,030 | 9,404 | 30.7% | $113.12万 | 加仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $481.28万 | 0.07% | 67,077 | 2,086 | 3.2% | $14.97万 | 加仓 |
| SPBU | ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF | $480.53万 | 0.07% | 176,861 | 40,768 | 30.0% | $110.77万 | 加仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $480.12万 | 0.07% | 107,168 | -27,156 | -20.2% | -$121.66万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $475.14万 | 0.07% | 35,995 | 21,184 | 143.0% | $279.63万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $474.93万 | 0.07% | 194,725 | -26,371 | -11.9% | -$64.32万 | 减仓 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $466.94万 | 0.07% | 55,155 | 8,230 | 17.5% | $69.68万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $465.24万 | 0.07% | 14,155 | 2,885 | 25.6% | $94.82万 | 加仓 |
| — | CALAMOS LADDERED S&P 500 STRUCTURED ALT PROTECTION ETF | $465.19万 | 0.07% | 170,812 | 137,789 | 417.3% | $375.25万 | 加仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $463.76万 | 0.07% | 58,659 | -1,912 | -3.2% | -$15.12万 | 减仓 |
| SDVD | FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $463.74万 | 0.07% | 213,703 | 116,674 | 120.2% | $253.18万 | 加仓 |
| MGEE | MGE ENERGY INC COM | $461.79万 | 0.07% | 59,747 | 12,587 | 26.7% | $97.29万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $460.65万 | 0.07% | 73,492 | -271 | -0.4% | -$1.70万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $460.62万 | 0.07% | 81,109 | -21,109 | -20.7% | -$119.88万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $458.89万 | 0.07% | 18,932 | 7,691 | 68.4% | $186.42万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $457.74万 | 0.07% | 27,685 | 15,669 | 130.4% | $259.07万 | 加仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $455.38万 | 0.07% | 85,871 | 1,594 | 1.9% | $8.45万 | 加仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $455.08万 | 0.07% | 112,171 | 59,755 | 114.0% | $242.43万 | 加仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $452.57万 | 0.07% | 90,297 | 12,881 | 16.6% | $64.56万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $451.68万 | 0.07% | 10,592 | 2,050 | 24.0% | $87.42万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $442.54万 | 0.07% | 11,335 | 3,082 | 37.3% | $120.33万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $441.18万 | 0.07% | 53,315 | 14,359 | 36.9% | $118.82万 | 加仓 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $439.79万 | 0.07% | 90,697 | 10,494 | 13.1% | $50.89万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $437.76万 | 0.07% | 47,131 | 11,231 | 31.3% | $104.31万 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $433.75万 | 0.07% | 34,663 | 1,970 | 6.0% | $24.65万 | 加仓 |
| SSO | PROSHARES ULTRA S&P 500 | $433.72万 | 0.07% | 83,600 | 83,600 | — | $433.72万 | 新建仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $428.97万 | 0.07% | 145,461 | 12,247 | 9.2% | $36.12万 | 加仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $428.69万 | 0.07% | 32,186 | 6,959 | 27.6% | $92.69万 | 加仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $427.18万 | 0.07% | 44,212 | 11,203 | 33.9% | $108.24万 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $419.42万 | 0.06% | 30,903 | 10,481 | 51.3% | $142.25万 | 加仓 |
| KR | KROGER CO COM | $415.52万 | 0.06% | 57,422 | -1,136 | -1.9% | -$8.22万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $415.39万 | 0.06% | 37,601 | 5,187 | 16.0% | $57.30万 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $412.97万 | 0.06% | 36,783 | 4,422 | 13.7% | $49.65万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $412.94万 | 0.06% | 45,061 | 12,331 | 37.7% | $113.00万 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JULY TRUST UNITS | $411.08万 | 0.06% | 200,098 | 32,694 | 19.5% | $67.17万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $408.44万 | 0.06% | 27,986 | 13,871 | 98.3% | $202.44万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $407.99万 | 0.06% | 86,658 | 17,300 | 24.9% | $81.45万 | 加仓 |
| PFE | PFIZER INC COM | $402.75万 | 0.06% | 143,430 | 45,601 | 46.6% | $128.05万 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF | $402.14万 | 0.06% | 17,014 | 8,792 | 106.9% | $207.81万 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $402.13万 | 0.06% | 5,524 | 304 | 5.8% | $22.13万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $401.22万 | 0.06% | 82,302 | 48,982 | 147.0% | $238.78万 | 加仓 |
| FDD | FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND | $397.99万 | 0.06% | 223,462 | 77,697 | 53.3% | $138.38万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $395.49万 | 0.06% | 9,710 | -187 | -1.9% | -$7.62万 | 减仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $391.99万 | 0.06% | 21,796 | -6,347 | -22.6% | -$114.15万 | 减仓 |
| UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | $390.74万 | 0.06% | 83,107 | 603 | 0.7% | $2.84万 | 加仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $390.69万 | 0.06% | 36,171 | 13,049 | 56.4% | $140.94万 | 加仓 |
| BP | BP PLC SPONSORED ADR | $390.66万 | 0.06% | 83,119 | 17,814 | 27.3% | $83.73万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $389.71万 | 0.06% | 25,738 | 14,822 | 135.8% | $224.43万 | 加仓 |
| DFEB | FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | $388.84万 | 0.06% | 82,086 | 9,709 | 13.4% | $45.99万 | 加仓 |
| PLD | PROLOGIS INC. COM | $388.11万 | 0.06% | 29,362 | 4,129 | 16.4% | $54.58万 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $387.88万 | 0.06% | 91,136 | 36,625 | 67.2% | $155.88万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $387.24万 | 0.06% | 20,188 | -7,142 | -26.1% | -$137.00万 | 减仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $385.66万 | 0.06% | 77,070 | 58,302 | 310.6% | $291.75万 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $385.37万 | 0.06% | 17,158 | 9,131 | 113.8% | $205.08万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $385.19万 | 0.06% | 49,907 | 8,246 | 19.8% | $63.64万 | 加仓 |