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
BSY BENTLEY SYS INC COM CL B $1.98万0.00%564 18448.4% $6,462 加仓
— CHEESECAKE FACTORY INC 0.375 06/15/2026 $1.98万0.00%20,000 00.0% — 不变
— TRUESHARES STRUCTURED OUTCOME (JULY) ETF $1.97万0.00%491 300157.1% $1.20万 加仓
— FIRST TRUST AAA CMBS ETF $1.97万0.00%968 -266-21.6% -$5,400 减仓
— VIRTUS CONVERTIBLE & INCOME FD COM NEW $1.96万0.00%1,320 1,320— $1.96万 新建仓
— INVESCO ENERGY EXPLORATION & PRODUCTION ETF $1.96万0.00%500 400400.0% $1.57万 加仓
MICC MAGNUM ICE CREAM CO NV ORD SHS $1.95万0.00%1,316 1,316— $1.95万 新建仓
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF $1.95万0.00%345 14370.8% $8,093 加仓
CXT CRANE NXT CO COM $1.95万0.00%479 12535.3% $5,076 加仓
BYLD ISHARES YIELD OPTIMIZED BOND ETF $1.94万0.00%859 00.0% — 不变
ARKF ARK BLOCKCHAIN & FINTECH INNOVATION ETF $1.93万0.00%509 361243.9% $1.37万 加仓
BIO BIO RAD LABS INC CL A $1.92万0.00%69 23.0% $558 加仓
DIAL COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF $1.92万0.00%1,063 00.0% — 不变
PMT PENNYMAC MTG INVT TR COM $1.92万0.00%1,645 975145.5% $1.14万 加仓
STAG STAG INDUSTRIAL INC COM $1.92万0.00%531 -108-16.9% -$3,897 减仓
FLSP FRANKLIN SYSTEMATIC STYLE PREMIA ETF $1.91万0.00%704 704— $1.91万 新建仓
AGCO AGCO CORP COM $1.91万0.00%165 100153.8% $1.16万 加仓
— DIREXION DAILY ENERGY BULL 2X ETF $1.91万0.00%185 00.0% — 不变
— CROSS TIMBERS RTY TR TR UNIT $1.90万0.00%1,800 1,800— $1.90万 新建仓
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF $1.89万0.00%452 4445,550.0% $1.86万 加仓
IMFL INVESCO INTERNATIONAL DEVELOPED DYNAMIC MULTIFACTOR ETF $1.89万0.00%596 -94-13.6% -$2,974 减仓
NICE NICE LTD SPONSORED ADR $1.88万0.00%171 115205.4% $1.27万 加仓
BBEU JPMORGAN BETABUILDERS EUROPE ETF $1.88万0.00%260 3415.0% $2,462 加仓
OPEN OPENDOOR TECHNOLOGIES INC COM $1.88万0.00%4,020 3,020302.0% $1.41万 加仓
VTS VITESSE ENERGY INC COMMON STOCK $1.88万0.00%1,035 839428.1% $1.52万 加仓
SEI SOLARIS ENERGY INFRAS INC COM CL A $1.88万0.00%332 00.0% — 不变
VTOL BRISTOW GROUP INC COM $1.88万0.00%400 400— $1.88万 新建仓
FSMD FIDELITY SMALL-MID MULTIFACTOR ETF $1.87万0.00%419 00.0% — 不变
GEVO GEVO INC COM PAR $1.87万0.00%6,850 2,00041.2% $5,460 加仓
GIL GILDAN ACTIVEWEAR INC COM $1.87万0.00%336 -13-3.7% -$724 减仓
FEOE FIRST EAGLE OVERSEAS EQUITY ETF $1.87万0.00%370 370— $1.87万 新建仓
— SURO CAPITAL CORP COM NEW $1.86万0.00%1,740 1,535748.8% $1.64万 加仓
— HANCOCK JOHN INCOME SECS TR COM $1.86万0.00%1,700 1,700— $1.86万 新建仓
FUBO FUBOTV INC COM NEW CL A $1.86万0.00%1,966 1,966— $1.86万 新建仓
— INVESCO ACTIVE U.S. REAL ESTATE FUND $1.85万0.00%200 200— $1.85万 新建仓
HST HOST HOTELS & RESORTS INC COM $1.85万0.00%965 824584.4% $1.58万 加仓
AFRM AFFIRM HLDGS INC COM CL A $1.85万0.00%402 -100-19.9% -$4,593 减仓
— ISHARES SELF-DRIVING EV & TECH ETF $1.85万0.00%479 -478-49.9% -$1.84万 减仓
NB NIOCORP DEVS LTD COM NEW $1.85万0.00%4,138 100.2% $45 加仓
CSGP COSTAR GROUP INC COM $1.84万0.00%457 358361.6% $1.44万 加仓
— SPROTT JUNIOR COPPER MINERS ETF $1.84万0.00%473 473— $1.84万 新建仓
NEWT NEWTEKONE INC COM NEW $1.84万0.00%1,682 1,682— $1.84万 新建仓
MWA MUELLER WTR PRODS INC COM SER A $1.84万0.00%669 404152.5% $1.11万 加仓
— INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF $1.84万0.00%375 00.0% — 不变
NXE NEXGEN ENERGY LTD COM $1.82万0.00%1,570 1,570— $1.82万 新建仓
NMAX NEWSMAX INC COM SHS CLASS B $1.82万0.00%3,487 -4,989-58.9% -$2.60万 减仓
SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR $1.82万0.00%161 87117.6% $9,827 重新持有
— FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF $1.82万0.00%531 -1,494-73.8% -$5.11万 减仓
— TEUCRIUM WHEAT FUND $1.81万0.00%769 -710-48.0% -$1.67万 减仓
CMDY ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF $1.81万0.00%305 181146.0% $1.08万 加仓
— MOTLEY FOOL GLOBAL OPPORTUNITIES ETF $1.81万0.00%641 00.0% — 不变
BBRE JPMORGAN BETABUILDERS MSCI US REIT ETF $1.81万0.00%189 -27-12.5% -$2,584 减仓
RJF RAYMOND JAMES FINL INC COM $1.81万0.00%124 10.8% $146 加仓
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW $1.80万0.00%2,004 2,004— $1.80万 新建仓
HQL ABRDN LIFE SCIENCES INVESTORS SH BEN INT $1.80万0.00%1,104 1,09613,700.0% $1.78万 加仓
POR PORTLAND GEN ELEC CO COM NEW $1.79万0.00%339 339— $1.79万 新建仓
GFS GLOBALFOUNDRIES INC ORDINARY SHARES $1.79万0.00%402 205.2% $890 加仓
— FT VEST U.S. EQUITY MAX BUFFER ETF - AUGUST $1.79万0.00%527 00.0% — 不变
JPUS JPMORGAN DIVERSIFIED RETURN USE EQUITY $1.78万0.00%137 00.0% — 不变
— ABRDN FOCUSED U.S. SMALL CAP ACTIVE ETF $1.78万0.00%579 00.0% — 不变
RYN RAYONIER INC COM $1.77万0.00%860 596225.8% $1.23万 加仓
MTD METTLER TOLEDO INTERNATIONAL COM $1.77万0.00%14 327.3% $3,784 加仓
— TRENCHLESS FUND ETF $1.76万0.00%643 500349.7% $1.37万 加仓
LBTYK LIBERTY GLOBAL LTD COM CL C $1.76万0.00%1,503 1,503— $1.76万 新建仓
GSBD GOLDMAN SACHS BDC INC SHS $1.76万0.00%1,982 35421.7% $3,145 加仓
— TEMA DURABLE QUALITY ETF $1.76万0.00%521 -847-61.9% -$2.86万 减仓
TMF DIREXION DAILY 20 YEAR TREASURY BULL 3X ETF $1.75万0.00%485 4703,133.3% $1.69万 加仓
— FT VEST U.S. EQUITY DUAL DIRECTIONAL BUFFER ETF - AUGUST $1.75万0.00%567 16039.3% $4,924 加仓
KBH KB HOME COM $1.74万0.00%337 175108.0% $9,056 加仓
DEC DIVERSIFIED ENERGY CO COMMON STOCK $1.74万0.00%1,000 1,000— $1.74万 新建仓
FUL FULLER H B CO COM $1.73万0.00%281 166144.3% $1.02万 加仓
— VISTASHARES TARGET 15 USA QUALITY INCOME ETF $1.72万0.00%1,002 00.0% — 不变
LOAR LOAR HOLDINGS INC COM SHS $1.72万0.00%300 00.0% — 不变
MEDP MEDPACE HLDGS INC COM $1.72万0.00%35 331,650.0% $1.62万 重新持有
E ENI SPA SPONSORED ADR $1.71万0.00%302 202202.0% $1.14万 重新持有
FCF FIRST COMWLTH FINL CORP PA COM $1.71万0.00%972 972— $1.71万 新建仓
— DIREXION DAILY MSCI BRAZIL BULL 2X ETF $1.71万0.00%153 153— $1.71万 新建仓
BHK BLACKROCK CORE BD TR SHS BEN INT $1.70万0.00%1,860 -1-0.1% -$9 减仓
— RIVERNORTH MANAGED DUR MUN INM COM $1.70万0.00%1,250 00.0% — 不变
SPSC SPS COMM INC COM $1.70万0.00%306 165.5% $891 加仓
— PACER TRENDPILOT US BOND ETF $1.70万0.00%897 -7,364-89.1% -$13.98万 减仓
— INNOVATOR PREMIUM INCOME 30 BARRIER ETF - JANUARY $1.70万0.00%701 -5,014-87.7% -$12.15万 减仓
GFI GOLD FIELDS LTD SPONSORED ADR $1.70万0.00%373 335881.6% $1.52万 加仓
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF $1.69万0.00%147 82126.2% $9,450 加仓
IIPR INNOVATIVE INDL PPTYS INC COM $1.69万0.00%337 4615.8% $2,309 加仓
GRPM INVESCO S&P MIDCAP 400 GARP ETF $1.69万0.00%143 00.0% — 不变
FDS FACTSET RESH SYS INC COM $1.69万0.00%77 56266.7% $1.23万 加仓
MUSA MURPHY USA INC COM $1.68万0.00%34 333,300.0% $1.63万 加仓
KLIC KULICKE & SOFFA INDS INC COM $1.68万0.00%255 255— $1.68万 新建仓
TSEM TOWER SEMICONDUCTOR LTD SHS NEW $1.67万0.00%95 95— $1.67万 新建仓
— LIBERTY BROADBAND CORP COM SER C $1.65万0.00%329 32832,800.0% $1.65万 加仓
— FIRST TRUST WCM DEVELOPING WORLD EQUITY ETF $1.65万0.00%985 985— $1.65万 新建仓
CSL CARLISLE COS INC COM $1.65万0.00%49 -310-86.4% -$10.46万 减仓
CRESY CRESUD S A C I F Y A SPONSORED ADR $1.65万0.00%1,299 00.0% — 不变
SMOT VANECK MORNINGSTAR SMID MOAT ETF $1.63万0.00%463 00.0% — 不变
— KURV GOLD ENHANCED INCOME ETF $1.63万0.00%500 500— $1.63万 新建仓
JMOM JPMORGAN U.S. MOMENTUM FACTOR ETF $1.63万0.00%239 -343-58.9% -$2.33万 减仓
— INVESCO S&P 500 EQUAL WEIGHT COMMUNICATION SERVICES ETF $1.62万0.00%434 434— $1.62万 新建仓
DSM BNY MELLON STRATEGIC MUN BD FD COM $1.62万0.00%2,700 2,700— $1.62万 新建仓
— FIDELITY CORPORATE BOND ETF $1.62万0.00%344 00.0% — 不变