13F 机构持仓

HARBOUR INVESTMENTS, INC.

MADISON WI · SEC CIK 0000810121

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.8%
QQQ 2.9%
SDVY 2.3%
AAPL 1.8%
AVEM 1.5%
UCON 1.4%
IVV 1.3%
IJH 1.3%
BUFR 1.3%
SPY 1.0%

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
— MOTLEY FOOL VALUE FACTOR ETF $4,8110.00%240 240— $4,811 新建仓
PFGC PERFORMANCE FOOD GROUP CO COM $4,8070.00%43 1030.3% $1,118 加仓
FXI ISHARES CHINA LARGE-CAP ETF $4,7390.00%150 00.0% — 不变
LCID LUCID GROUP INC COM NEW $4,7230.00%706 -60-7.8% -$401 减仓
— JANUS HENDERSON GROUP PLC ORD SHS $4,6960.00%90 -17-15.9% -$887 减仓
VAC MARRIOTT VACATIONS WORLDWIDE C COM $4,6860.00%46 00.0% — 不变
JTEK JPMORGAN U.S. TECH LEADERS ETF $4,6850.00%42 1031.2% $1,115 加仓
HYMC HYCROFT MINING HOLDING CORP CL A NEW $4,6800.00%200 -73-26.7% -$1,708 减仓
LXEO LEXEO THERAPEUTICS INC COM $4,6550.00%1,000 00.0% — 不变
ARW ARROW ELECTRS INC COM $4,6430.00%22 14.8% $211 加仓
CBRS CEREBRAS SYSTEMS INC COM CL A $4,6410.00%21 21— $4,641 新建仓
— SOUND EQUITY DIVIDEND INCOME ETF $4,6400.00%160 00.0% — 不变
PNFP PINNACLE FINL PARTNERS INC COM $4,6400.00%46 924.3% $908 加仓
— SIMPLIFY TARGET 15 DISTRIBUTION ETF $4,6340.00%187 187— $4,634 新建仓
LMB LIMBACH HLDGS INC COM $4,6200.00%60 00.0% — 不变
— VANECK OIL REFINERS ETF $4,6080.00%100 00.0% — 不变
SBAC SBA COMMUNICATIONS CORP CL A $4,5950.00%26 630.0% $1,060 加仓
— ISHARES MSCI WORLD SMALL-CAP ETF $4,5840.00%130 00.0% — 不变
— VIRTUS TOTAL RETURN FD INC COM $4,5750.00%670 162.4% $109 加仓
DLY DOUBLELINE YIELD OPPORTUNITIES COM $4,5730.00%325 00.0% — 不变
PTCT PTC THERAPEUTICS INC COM $4,5680.00%56 2160.0% $1,713 加仓
WOLF WOLFSPEED INC COM $4,5610.00%95 55.6% $240 加仓
— NUVEEN SHORT-TERM REIT ETF $4,5600.00%141 00.0% — 不变
FNKO FUNKO INC COM CL A $4,5510.00%774 00.0% — 不变
— GLOO HOLDINGS INC CL A $4,5500.00%1,000 1,000— $4,550 新建仓
— GLOBAL X INTERNET OF THINGS ETF $4,5470.00%91 00.0% — 不变
— US VEGAN CLIMATE ETF $4,5240.00%55 55— $4,524 新建仓
— DIREXION DAILY MSCI INDIA BULL 2X ETF $4,5140.00%100 00.0% — 不变
ECO OKEANIS ECO TANKERS COR SHS $4,5110.00%90 00.0% — 不变
EGO ELDORADO GOLD CORP NEW COM $4,4780.00%144 42.9% $124 加仓
CRF CORNERSTONE TOTAL RETURN FD COM $4,4730.00%623 -390-38.5% -$2,800 减仓
FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND $4,4680.00%98 11.0% $46 加仓
— GLOBAL X MORNINGSTAR CAPITAL ALLOCATION LEADERS ETF $4,4630.00%95 00.0% — 不变
MTRN MATERION CORP COM $4,4610.00%15 00.0% — 不变
GAB GABELLI EQUITY TR INC COM $4,4440.00%785 454137.2% $2,570 加仓
— INVESCO BLOOMBERG PRICING POWER ETF $4,4420.00%50 -900-94.7% -$8.00万 减仓
ROE ASTORIA US EQUAL WEIGHT QUALITY KINGS ETF $4,4340.00%104 -23-18.1% -$981 减仓
GEO GEO GROUP INC COM $4,4330.00%150 00.0% — 不变
PTGX PROTAGONIST THERAPEUTICS INC COM $4,4050.00%36 1789.5% $2,080 加仓
EPC EDGEWELL PERSONAL CARE CO COM $4,3780.00%163 -26-13.8% -$698 减仓
EIPX FT ENERGY INCOME PARTNERS STRATEGY ETF $4,3630.00%139 10.7% $31 加仓
TCBK TRICO BANCSHARES COM $4,3630.00%81 00.0% — 不变
— LAZARD GLOBAL TOTAL RETURN & COM $4,3240.00%234 -102-30.4% -$1,885 减仓
— CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - FEBRUARY $4,3240.00%165 00.0% — 不变
— INVESCO MSCI GLOBAL TIMBER ETF $4,3140.00%154 00.0% — 不变
WTS WATTS WATER TECHNOLOGIES INC CL A $4,3060.00%11 00.0% — 不变
— PROSHARES BIG DATA REFINERS ETF $4,2990.00%102 00.0% — 不变
— ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF $4,2980.00%100 00.0% — 不变
WSFS WSFS FINL CORP COM $4,2890.00%56 11.8% $77 加仓
CWI STATE STREET SPDR MSCI ACWI EX-US ETF $4,2700.00%105 -765-87.9% -$3.11万 减仓
— PROSHARES ULTRASHORT ENERGY $4,2700.00%200 00.0% — 不变
— ALPS CLEAN ENERGY ETF $4,2520.00%120 00.0% — 不变
— DIREXION DAILY AMZN BULL 2X ETF $4,2520.00%128 00.0% — 不变
— IMPACT SHARES WOMENS EMPOWERMENT ETF $4,2400.00%100 00.0% — 不变
MXL MAXLINEAR INC COM $4,2250.00%33 1257.1% $1,536 加仓
AESI ATLAS ENERGY SOLUTIONS INC COM NEW $4,2040.00%253 00.0% — 不变
UNIT UNITI GROUP LLC COM SHS $4,1980.00%366 3361,120.0% $3,854 重新持有
HOMB HOME BANCSHARES INC COM $4,1970.00%147 -19-11.4% -$542 减仓
— LIBERTY BROADBAND CORP COM SER A $4,1930.00%126 -3-2.3% -$100 减仓
PHIN PHINIA INC COMMON STOCK $4,1790.00%51 12.0% $82 加仓
— 3D PRINTING ETF $4,1770.00%170 -90-34.6% -$2,211 减仓
TPG TPG INC COM CL A $4,1770.00%103 1719.8% $689 加仓
FIVE FIVE BELOW INC COM $4,1690.00%23 00.0% — 不变
UVSP UNIVEST FINANCIAL CORPORATION COM $4,1560.00%95 -18-15.9% -$787 减仓
OMCL OMNICELL COM COM $4,1520.00%100 -100-50.0% -$4,152 减仓
PLPC PREFORMED LINE PRODS CO COM $4,1460.00%10 00.0% — 不变
— GRANITE PT MTG TR INC COM STK $4,1370.00%2,758 00.0% — 不变
— KRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF $4,1290.00%120 00.0% — 不变
EXP EAGLE MATLS INC COM $4,1250.00%18 00.0% — 不变
— CANOPY GROWTH CORPORATION COM NEW $4,1050.00%4,314 00.0% — 不变
— ISHARES TECHNOLOGY OPPORTUNITIES ACTIVE ETF $4,0850.00%96 -3-3.0% -$128 减仓
LNN LINDSAY CORP COM $4,0850.00%33 17106.2% $2,104 加仓
PBYI PUMA BIOTECHNOLOGY INC COM $4,0550.00%500 00.0% — 不变
STPZ PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND $4,0540.00%76 -78-50.6% -$4,161 减仓
AMG AFFILIATED MANAGERS GROUP COM $4,0480.00%12 -2-14.3% -$675 减仓
SBAR SIMPLIFY BARRIER INCOME ETF $4,0450.00%158 158— $4,045 新建仓
— BYRNA TECHNOLOGIES INC COM NEW $4,0260.00%600 400200.0% $2,684 加仓
NVCR NOVOCURE LTD ORD SHS $4,0150.00%265 00.0% — 不变
— ARK ISRAEL INNOVATIVE TECHNOLOGY ETF $4,0100.00%132 00.0% — 不变
BMRN BIOMARIN PHARMACEUTICAL INC COM $4,0050.00%70 -4-5.4% -$229 减仓
TRTX TPG RE FIN TR INC COM $4,0010.00%478 00.0% — 不变
BATRK ATLANTA BRAVES HLDGS INC COM SER C $3,9960.00%77 00.0% — 不变
— COLUMBIA LARGE CAP GROWTH ETF $3,9810.00%353 00.0% — 不变
— REX AI EQUITY PREMIUM INCOME ETF $3,9610.00%107 77.0% $259 加仓
TMC TMC THE METALS COMPANY INC COM $3,9430.00%890 17023.6% $753 加仓
— MCCORMICK & CO INC COM VTG $3,9390.00%78 48160.0% $2,424 加仓
— AVANTIS MODERATE ALLOCATION ETF $3,9360.00%54 54— $3,936 新建仓
CRBG COREBRIDGE FINL INC COM $3,9220.00%137 100270.3% $2,863 加仓
CWCO CONSOLIDATED WATER CO INC ORD $3,9200.00%133 10.8% $29 加仓
UVV UNIVERSAL CORP VA MTNS BK ENT COM $3,9130.00%75 00.0% — 不变
G GENPACT LIMITED SHS $3,9050.00%142 1310.1% $358 加仓
— UBS AG ETRACS SILVER SHARES COVERED CALL ETNS DUE APRIL 21, 2033 ETP 2022-2 $3,9040.00%60 00.0% — 不变
LASR NLIGHT INC COM $3,8990.00%56 00.0% — 不变
— LEVERAGE SHARES 2X SHORT SPCX DAILY ETF $3,8950.00%380 380— $3,895 新建仓
MYGN MYRIAD GENETICS INC COM $3,8830.00%680 00.0% — 不变
WMG WARNER MUSIC GROUP CORP COM CL A $3,8800.00%143 32.1% $81 加仓
— YIELDMAX SEMICONDUCTOR PORTFOLIO OPTION INCOME ETF $3,8780.00%44 00.0% — 不变
VITL VITAL FARMS INC COM $3,8760.00%333 11955.6% $1,385 加仓
— SENSTAR TECHNOLOGIES CORP COM $3,8600.00%2,000 00.0% — 不变
— BLACKROCK TCP CAPITAL CORP COM $3,8560.00%1,148 565.1% $188 加仓