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
— HEARTBEAM INC COM $1.13万0.00%9,250 00.0% — 不变
— HYPATIA WOMEN CEO ETF $1.13万0.00%339 00.0% — 不变
— FIRST TR SR FLTG RATE INCOME F COM $1.13万0.00%1,169 1,169— $1.13万 新建仓
— YIELDMAX GOLD MINERS OPTION INCOME STRATEGY ETF $1.13万0.00%805 598288.9% $8,370 加仓
CBRL CRACKER BARREL OLD CTRY STORE COM $1.12万0.00%400 400— $1.12万 新建仓
LALT FIRST TRUST MULTI-STRATEGY ALTERNATIVE ETF $1.12万0.00%460 00.0% — 不变
— WISDOMTREE INTERNATIONAL MULTIFACTOR FUND $1.11万0.00%331 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A $1.11万0.00%181 4230.2% $2,579 加仓
NGL NGL ENERGY PARTNERS LP COM UNIT REPST $1.11万0.00%900 900— $1.11万 新建仓
DBX DROPBOX INC CL A $1.11万0.00%486 314182.6% $7,149 加仓
AVRE AVANTIS REAL ESTATE ETF $1.10万0.00%251 2291,040.9% $1.01万 加仓
ARE ALEXANDRIA REAL ESTATE EQ INC COM $1.10万0.00%237 -14-5.6% -$651 减仓
IIIN INSTEEL INDS INC COM $1.10万0.00%328 00.0% — 不变
FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF $1.10万0.00%358 -4,416-92.5% -$13.59万 减仓
— ETC CABANA TARGET BETA ETF $1.10万0.00%452 00.0% — 不变
— FIRST TRUST BLOOMBERG NUCLEAR POWER ETF $1.10万0.00%316 00.0% — 不变
WAFD WAFD INC COM $1.10万0.00%350 00.0% — 不变
COLM COLUMBIA SPORTSWEAR CO COM $1.10万0.00%200 174669.2% $9,537 重新持有
NNN NNN REIT INC COM $1.09万0.00%259 00.0% — 不变
SYFI AB SHORT DURATION HIGH YIELD ETF $1.08万0.00%305 -107-26.0% -$3,801 减仓
TEX TEREX CORP NEW COM $1.08万0.00%183 -125-40.6% -$7,387 减仓
DWM WISDOMTREE INTERNATIONAL EQUITY FUND $1.08万0.00%154 00.0% — 不变
— BLACKROCK FLOATING RATE INC TR COM $1.08万0.00%1,000 1,000— $1.08万 新建仓
ARI APOLLO COML REAL ESTATE FIN COM $1.08万0.00%1,018 759293.1% $8,017 加仓
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF $1.07万0.00%220 220— $1.07万 新建仓
INSP INSPIRE MED SYS INC COM $1.07万0.00%208 168.3% $827 加仓
AROW ARROW FINL CORP COM $1.07万0.00%320 00.0% — 不变
— INNOVATOR EQUITY DUAL DIRECTIONAL 10 BUFFER ETF - SEPTEMBER $1.07万0.00%510 14439.3% $3,027 加仓
RVMD REVOLUTION MEDICINES INC COM $1.07万0.00%110 110— $1.07万 新建仓
ALOY REALLOYS INC COM $1.07万0.00%1,095 1,095— $1.07万 新建仓
— PROSHARES ULTRA MSCI EAFE $1.07万0.00%168 168— $1.07万 新建仓
SEIE SEI SELECT INTERNATIONAL EQUITY ETF $1.07万0.00%332 15385.5% $4,917 加仓
— INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF $1.06万0.00%98 00.0% — 不变
— INNOVATOR GROWTH-100 POWER BUFFER ETF - MARCH $1.06万0.00%362 00.0% — 不变
ARQQ ARQIT QUANTUM INC COM NEW $1.06万0.00%800 600300.0% $7,950 加仓
TK TEEKAY CORPORATION LTD SHS $1.06万0.00%867 121.4% $147 加仓
EWA ISHARES MSCI AUSTRALIA ETF $1.05万0.00%380 -120-24.0% -$3,331 重新持有
PGF INVESCO FINANCIAL PREFERRED ETF $1.05万0.00%765 -1,425-65.1% -$1.96万 减仓
RVT ROYCE SMALL CAP TRUST INC COM $1.05万0.00%634 510411.3% $8,466 加仓
DFTX DEFINIUM THERAPEUTICS INC COM SHS $1.05万0.00%556 556— $1.05万 新建仓
NTB BANK OF N T BUTTERFIELD & SON SHS NEW $1.05万0.00%200 200— $1.05万 新建仓
MFSI MFS ACTIVE INTERNATIONAL ETF $1.05万0.00%352 352— $1.05万 新建仓
RGR STURM RUGER & CO INC COM $1.04万0.00%260 160160.0% $6,414 加仓
— PROSHARES ULTRAPRO RUSSELL2000 $1.04万0.00%201 -1-0.5% -$52 减仓
ADAM ADAMAS TRUST INC. COM $1.04万0.00%1,412 33130.6% $2,437 加仓
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A $1.04万0.00%133 108.1% $781 加仓
DAR DARLING INGREDIENTS INC COM $1.04万0.00%168 1622,700.0% $1.00万 加仓
BKDV BNY MELLON DYNAMIC VALUE ETF $1.04万0.00%349 00.0% — 不变
CHH CHOICE HOTELS INTL INC COM $1.03万0.00%100 81426.3% $8,384 重新持有
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF $1.03万0.00%174 00.0% — 不变
BMRC BANK OF MARIN BANCORP COM $1.03万0.00%400 400— $1.03万 新建仓
NUBD NUVEEN ESG U.S. AGGREGATE BOND ETF $1.02万0.00%461 -7,208-94.0% -$16.01万 减仓
CRMD CORMEDIX INC COM $1.02万0.00%1,500 00.0% — 不变
SHAK SHAKE SHACK INC CL A $1.02万0.00%115 115— $1.02万 新建仓
WPP WPP PLC NEW ADR $1.02万0.00%653 474264.8% $7,375 加仓
AXSM AXSOME THERAPEUTICS INC. COM $1.01万0.00%60 00.0% — 不变
— PIMCO INCOME STRATEGY FD II COM $1.01万0.00%1,465 1027.5% $703 加仓
SMG SCOTTS MIRACLE-GRO CO CL A $1.01万0.00%166 105172.1% $6,385 加仓
— PIMCO HIGH INCOME FD COM SHS $1.01万0.00%2,175 1758.8% $810 加仓
IBRX IMMUNITYBIO INC COM $1.01万0.00%1,311 -3,149-70.6% -$2.42万 减仓
LPTH LIGHTPATH TECHNOLOGIES INC COM CL A $1.00万0.00%1,000 1,000— $1.00万 新建仓
LDP COHEN & STEERS LTD DURATION PF COM $9,9850.00%500 500— $9,985 新建仓
EPOL ISHARES MSCI POLAND ETF $9,9760.00%274 211334.9% $7,682 加仓
FSLY FASTLY INC CL A $9,9390.00%342 200140.8% $5,812 加仓
— INNOVATOR PREMIUM INCOME 15 BUFFER ETF - JULY $9,9390.00%417 417— $9,939 新建仓
NUTX NUTEX HEALTH INC COM $9,9350.00%104 104— $9,935 新建仓
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF $9,8730.00%426 00.0% — 不变
SMMT SUMMIT THERAPEUTICS INC COM $9,8590.00%520 463812.3% $8,778 加仓
— PRO-DEX INC COLO COM NEW $9,8240.00%200 00.0% — 不变
NTRA NATERA INC COM $9,8000.00%49 -1,677-97.2% -$33.54万 减仓
IGOV ISHARES INTERNATIONAL TREASURY BOND ETF $9,7720.00%238 00.0% — 不变
FTHY FIRST TR HIGH YIELD OPPRT 2027 COM $9,7230.00%718 718— $9,723 新建仓
PEGA PEGASYSTEMS INC COM $9,7040.00%228 8458.3% $3,575 加仓
— GATES INDL CORP PLC ORD SHS $9,6770.00%428 -897-67.7% -$2.03万 减仓
ALGM ALLEGRO MICROSYSTEMS INC COM $9,6480.00%306 175133.6% $5,518 重新持有
IFF INTERNATIONAL FLAVORS&FRAGRANC COM $9,6390.00%133 4043.0% $2,899 加仓
HYMC HYCROFT MINING HOLDING CORP CL A NEW $9,6100.00%273 273— $9,610 新建仓
IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF $9,6090.00%418 30.7% $69 加仓
— VIRTUS CONVERTIBLE & INC FD II COM NEW $9,6020.00%716 716— $9,602 新建仓
SBGI SINCLAIR INC CL A $9,5740.00%739 739— $9,574 新建仓
— AMPLIFY TLT U.S. TREASURY 12 OPTION INCOME ETF $9,5440.00%446 446— $9,544 新建仓
RDN RADIAN GROUP INC COM $9,4920.00%286 4418.2% $1,460 加仓
CAE CAE INC COM $9,4890.00%364 364— $9,489 新建仓
RUM RUMBLE INC COM CL A $9,4810.00%1,859 -7,073-79.2% -$3.61万 减仓
— STRATEGY SHARES NEWFOUND/RESOLVE ROBUST MOMENTUM ETF $9,4780.00%301 00.0% — 不变
NML NEUBERGER ENGY INFRSTR & INC COM $9,4590.00%900 600200.0% $6,306 加仓
ANIP ANI PHARMACEUTICALS INC COM $9,4590.00%123 91284.4% $6,998 加仓
SMC SUMMIT MIDSTREAM CORPORATION COM $9,4350.00%312 312— $9,435 新建仓
HXL HEXCEL CORP NEW COM $9,3910.00%116 1122,800.0% $9,067 加仓
CHYM CHIME FINL INC COM SHS CL A $9,3650.00%500 00.0% — 不变
EWW ISHARES MSCI MEXICO ETF $9,3290.00%124 124— $9,329 新建仓
GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND $9,3210.00%156 128457.1% $7,648 加仓
NWL NEWELL BRANDS INC COM $9,3100.00%2,714 66332.3% $2,274 加仓
JMEE JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF $9,3030.00%139 6280.5% $4,150 加仓
— VANECK ROBOTICS ETF $9,3030.00%175 175— $9,303 新建仓
JOUT JOHNSON OUTDOORS INC CL A $9,3020.00%200 100100.0% $4,651 重新持有
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND $9,2930.00%193 -111-36.5% -$5,345 减仓
— VIRTUS PRIVATE CREDIT STRATEGY ETF $9,2900.00%614 00.0% — 不变
DSGX DESCARTES SYS GROUP INC COM $9,2860.00%129 129— $9,286 新建仓
ETH GRAYSCALE ETHEREUM STAKING MINI ETF $9,2750.00%467 273140.7% $5,422 加仓