HARBOUR INVESTMENTS, INC.
MADISON WI · SEC CIK 0000810121
$74.27亿2026Q2 申报市值
4,761持仓数
18.8%前十大占比 · 第一大 3.8%
258 / 181新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LIBERTY ONE SPEC 新建仓+$4,320.17万
XOM 新建仓+$1,564.55万
VOO 加仓+$1,361.26万
QQQ 加仓+$1,110.49万
ACYN 加仓+$983.81万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$2,227.61万
THIR 减仓-$862.47万
TQQQ 减仓-$516.20万
SGOL 减仓-$379.48万
Q3 ALL-SEASON TA 减仓-$359.86万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $697.84万 | 0.09% | 131,395 | -33,811 | -20.5% | -$179.57万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $694.90万 | 0.09% | 89,192 | -6,246 | -6.5% | -$48.66万 | 减仓 |
| GDEC | FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER | $694.86万 | 0.09% | 174,568 | -4,274 | -2.4% | -$17.01万 | 减仓 |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $691.30万 | 0.09% | 24,260 | -180 | -0.7% | -$5.13万 | 减仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $690.23万 | 0.09% | 139,299 | 12,898 | 10.2% | $63.91万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $687.89万 | 0.09% | 23,006 | -150 | -0.6% | -$4.49万 | 减仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $687.65万 | 0.09% | 70,456 | 883 | 1.3% | $8.62万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $684.91万 | 0.09% | 46,780 | 351 | 0.8% | $5.14万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $672.91万 | 0.09% | 6,973 | 1,293 | 22.8% | $124.78万 | 加仓 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $672.76万 | 0.09% | 32,630 | -2,018 | -5.8% | -$41.61万 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $671.96万 | 0.09% | 114,046 | 1,574 | 1.4% | $9.27万 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $671.17万 | 0.09% | 48,798 | -154 | -0.3% | -$2.12万 | 减仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $664.57万 | 0.09% | 161,696 | 8,955 | 5.9% | $36.81万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $658.18万 | 0.09% | 17,611 | 352 | 2.0% | $13.16万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $648.01万 | 0.09% | 72,122 | -1,370 | -1.9% | -$12.31万 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $646.79万 | 0.09% | 106,397 | 6,208 | 6.2% | $37.74万 | 加仓 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $643.63万 | 0.09% | 109,257 | 3,672 | 3.5% | $21.63万 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $629.85万 | 0.08% | 156,953 | 7,450 | 5.0% | $29.90万 | 加仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $629.84万 | 0.08% | 101,407 | 11,110 | 12.3% | $69.00万 | 加仓 |
| RTX | RTX CORPORATION COM | $628.50万 | 0.08% | 33,126 | -4,593 | -12.2% | -$87.14万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $627.94万 | 0.08% | 38,226 | -1,979 | -4.9% | -$32.51万 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $618.55万 | 0.08% | 7,783 | 2,259 | 40.9% | $179.53万 | 加仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $609.56万 | 0.08% | 101,105 | -23,704 | -19.0% | -$142.91万 | 减仓 |
| EPS | WISDOMTREE U.S. LARGECAP FUND | $609.13万 | 0.08% | 78,304 | 2,624 | 3.5% | $20.41万 | 加仓 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $607.67万 | 0.08% | 310,509 | 20,861 | 7.2% | $40.82万 | 加仓 |
| SCIO | FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF | $606.79万 | 0.08% | 293,563 | 19,786 | 7.2% | $40.90万 | 加仓 |
| DNOV | FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER | $605.10万 | 0.08% | 117,838 | 102 | 0.1% | $5,238 | 加仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $600.68万 | 0.08% | 32,655 | 10,859 | 49.8% | $199.75万 | 加仓 |
| FSK | FS KKR CAP CORP COM | $600.59万 | 0.08% | 571,995 | -26,871 | -4.5% | -$28.21万 | 减仓 |
| PEP | PEPSICO INC COM | $599.02万 | 0.08% | 44,241 | -2,387 | -5.1% | -$32.32万 | 减仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $594.40万 | 0.08% | 171,692 | 26,231 | 18.0% | $90.81万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $593.96万 | 0.08% | 111,084 | -11,147 | -9.1% | -$59.60万 | 减仓 |
| BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | $593.96万 | 0.08% | 212,660 | 11,215 | 5.6% | $31.32万 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $593.72万 | 0.08% | 68,701 | -17,563 | -20.4% | -$151.78万 | 减仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $590.69万 | 0.08% | 126,188 | -8,653 | -6.4% | -$40.50万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $586.48万 | 0.08% | 99,437 | 5,764 | 6.2% | $34.00万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $586.34万 | 0.08% | 85,710 | 4,601 | 5.7% | $31.48万 | 加仓 |
| FXZ | FIRST TRUST MATERIALS ALPHADEX FUND | $586.11万 | 0.08% | 73,781 | 40,573 | 122.2% | $322.31万 | 加仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $582.58万 | 0.08% | 44,676 | -1,941 | -4.2% | -$25.31万 | 减仓 |
| SPBU | ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF | $580.02万 | 0.08% | 191,804 | 14,943 | 8.4% | $45.19万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $578.68万 | 0.08% | 76,637 | -137 | -0.2% | -$1.03万 | 减仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $572.03万 | 0.08% | 72,035 | 4,958 | 7.4% | $39.37万 | 加仓 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $570.32万 | 0.08% | 154,131 | -7,064 | -4.4% | -$26.14万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $569.70万 | 0.08% | 45,880 | 3,512 | 8.3% | $43.61万 | 加仓 |
| SSO | PROSHARES ULTRA S&P 500 | $564.34万 | 0.08% | 83,755 | 155 | 0.2% | $1.04万 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $563.89万 | 0.08% | 31,921 | 1,502 | 4.9% | $26.53万 | 加仓 |
| SDVD | FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $559.92万 | 0.08% | 242,494 | 28,791 | 13.5% | $66.48万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $558.41万 | 0.08% | 19,858 | 926 | 4.9% | $26.04万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $549.83万 | 0.07% | 18,919 | -2,878 | -13.2% | -$83.64万 | 减仓 |
| RPM | RPM INTL INC COM | $547.83万 | 0.07% | 49,287 | -50 | -0.1% | -$5,558 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $544.54万 | 0.07% | 90,320 | 1,111 | 1.2% | $6.70万 | 加仓 |
| ORCL | ORACLE CORP COM | $541.14万 | 0.07% | 36,926 | -3,089 | -7.7% | -$45.27万 | 减仓 |
| DDEC | FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER | $540.07万 | 0.07% | 113,999 | -471 | -0.4% | -$2.23万 | 减仓 |
| FFEB | FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY | $537.83万 | 0.07% | 88,198 | -1,053 | -1.2% | -$6.42万 | 减仓 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | $535.52万 | 0.07% | 50,240 | 2,474 | 5.2% | $26.37万 | 加仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $532.69万 | 0.07% | 44,715 | 503 | 1.1% | $5.99万 | 加仓 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $531.68万 | 0.07% | 56,310 | 1,155 | 2.1% | $10.91万 | 加仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $528.97万 | 0.07% | 134,017 | 5,392 | 4.2% | $21.28万 | 加仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $526.11万 | 0.07% | 95,344 | 4,335 | 4.8% | $23.92万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $525.78万 | 0.07% | 114,175 | -1,367 | -1.2% | -$6.30万 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $521.70万 | 0.07% | 84,885 | -9,158 | -9.7% | -$56.29万 | 减仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $521.02万 | 0.07% | 128,171 | 16,000 | 14.3% | $65.04万 | 加仓 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $519.84万 | 0.07% | 115,238 | -340 | -0.3% | -$1.53万 | 减仓 |
| MRK | MERCK & CO INC COM | $518.70万 | 0.07% | 40,366 | 336 | 0.8% | $4.32万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $515.58万 | 0.07% | 10,038 | 18 | 0.2% | $9,245 | 加仓 |
| CGMM | CAPITAL GROUP U.S. SMALL AND MID CAP ETF | $511.58万 | 0.07% | 155,166 | 26,499 | 20.6% | $87.37万 | 加仓 |
| MGEE | MGE ENERGY INC COM | $510.96万 | 0.07% | 62,664 | 2,917 | 4.9% | $23.79万 | 加仓 |
| O | REALTY INCOME CORP COM | $509.25万 | 0.07% | 82,191 | 26,790 | 48.4% | $165.99万 | 加仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $508.75万 | 0.07% | 113,687 | 6,519 | 6.1% | $29.17万 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $502.93万 | 0.07% | 38,032 | 1,249 | 3.4% | $16.52万 | 加仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $501.82万 | 0.07% | 55,273 | -3,386 | -5.8% | -$30.74万 | 减仓 |
| ILDR | FIRST TRUST INNOVATION LEADERS ETF | $500.26万 | 0.07% | 127,470 | 7,233 | 6.0% | $28.39万 | 加仓 |
| MCK | MCKESSON CORP COM | $496.86万 | 0.07% | 6,576 | -273 | -4.0% | -$20.63万 | 减仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $496.23万 | 0.07% | 81,215 | -4,656 | -5.4% | -$28.45万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $490.08万 | 0.07% | 27,090 | -595 | -2.1% | -$10.76万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $485.18万 | 0.07% | 107,010 | -48,359 | -31.1% | -$219.26万 | 减仓 |
| — | PROSHARES ULTRA TECHNOLOGY | $480.35万 | 0.06% | 30,951 | 1 | 0.0% | $155 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $477.41万 | 0.06% | 33,647 | -1,016 | -2.9% | -$14.42万 | 减仓 |
| — | STF TACTICAL GROWTH ETF | $469.16万 | 0.06% | 99,174 | -2,163 | -2.1% | -$10.23万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $467.65万 | 0.06% | 37,484 | -117 | -0.3% | -$1.46万 | 减仓 |
| VOT | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | $463.39万 | 0.06% | 15,129 | 315 | 2.1% | $9.65万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $461.56万 | 0.06% | 7,226 | 1,710 | 31.0% | $109.23万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $457.81万 | 0.06% | 55,391 | 2,076 | 3.9% | $17.16万 | 加仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $457.75万 | 0.06% | 81,844 | 4,422 | 5.7% | $24.73万 | 加仓 |
| SCYB | SCHWAB HIGH YIELD BOND ETF | $455.54万 | 0.06% | 174,002 | 29,681 | 20.6% | $77.70万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $455.18万 | 0.06% | 121,511 | 11,381 | 10.3% | $42.63万 | 加仓 |
| MGC | VANGUARD MORNINGSTAR MEGA CAP ETF | $451.73万 | 0.06% | 16,509 | -505 | -3.0% | -$13.82万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $450.91万 | 0.06% | 79,134 | -3,168 | -3.8% | -$18.05万 | 减仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $450.36万 | 0.06% | 85,425 | 55,980 | 190.1% | $295.13万 | 加仓 |
| — | CALAMOS LADDERED S&P 500 STRUCTURED ALT PROTECTION ETF | $449.73万 | 0.06% | 161,079 | -9,733 | -5.7% | -$27.17万 | 减仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $448.79万 | 0.06% | 60,812 | 10,977 | 22.0% | $81.01万 | 加仓 |
| NFLX | NETFLIX INC. COM | $439.57万 | 0.06% | 61,565 | -3,159 | -4.9% | -$22.56万 | 减仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH | $436.63万 | 0.06% | 143,417 | 134,313 | 1,475.3% | $408.92万 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - APRIL | $435.40万 | 0.06% | 115,323 | 36,100 | 45.6% | $136.30万 | 加仓 |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | $433.30万 | 0.06% | 30,029 | 17,980 | 149.2% | $259.44万 | 加仓 |
| FEM | FIRST TRUST EMERGING MARKETS ALPHADEX FUND | $429.82万 | 0.06% | 134,363 | 75,382 | 127.8% | $241.14万 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $425.63万 | 0.06% | 155,283 | 768 | 0.5% | $2.11万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $423.28万 | 0.06% | 5,879 | 228 | 4.0% | $16.42万 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $423.25万 | 0.06% | 102,160 | 11,024 | 12.1% | $45.67万 | 加仓 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $421.55万 | 0.06% | 80,664 | -10,033 | -11.1% | -$52.43万 | 减仓 |