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
— PUTNAM MANAGED MUN INCOME TR COM $2,8230.00%459 459— $2,823 新建仓
— GOLD RESOURCE CORP COM $2,8180.00%2,348 2,1481,074.0% $2,578 加仓
— ISHARES TECHNOLOGY OPPORTUNITIES ACTIVE ETF $2,8110.00%99 -17-14.7% -$483 减仓
— NUVEEN MULTI ASSET INCOME FUND COM $2,7900.00%225 225— $2,790 新建仓
— VOC ENERGY TR TR UNIT $2,7680.00%800 800— $2,768 新建仓
— TRUESHARES EAGLE GLOBAL RENEWABLE ENERGY INCOME ETF $2,7590.00%86 86— $2,759 新建仓
— DIREXION DAILY ROBOTICS, ARTIFICIAL INTELLIGENCE & AUTOMATION INDEX BULL 2X $2,7570.00%133 00.0% — 不变
HHH HOWARD HUGHES HOLDINGS INC COM $2,7460.00%43 616.2% $383 加仓
PLPC PREFORMED LINE PRODS CO COM $2,7330.00%10 00.0% — 不变
FLIN FRANKLIN FTSE INDIA ETF $2,7240.00%82 59256.5% $1,960 加仓
— APELLIS PHARMACEUTICALS INC COM $2,7240.00%67 67— $2,724 新建仓
CNR CORE NATURAL RESOURCES INC COM SHS $2,7230.00%26 14.0% $105 加仓
ONDS ONDAS INC COM NEW $2,7120.00%300 10050.0% $904 加仓
CAR AVIS BUDGET GROUP INC COM $2,7050.00%18 10125.0% $1,503 加仓
SAIC SCIENCE APPLICATIONS INTL CORP COM $2,7010.00%28 25833.3% $2,412 加仓
LFCR LIFECORE BIOMEDICAL INC COM $2,6970.00%725 725— $2,697 新建仓
KIE STATE STREET SPDR S&P INSURANCE ETF $2,6950.00%49 -347-87.6% -$1.91万 减仓
— WEYCO GROUP INC COM $2,6920.00%84 00.0% — 不变
— OCEAN PARK DOMESTIC ETF $2,6860.00%99 00.0% — 不变
ODD ODDITY TECH LTD SHS CL A $2,6760.00%200 200— $2,676 新建仓
HELE HELEN OF TROY LTD COM $2,6680.00%185 5340.2% $764 重新持有
— WHEELS UP EXPERIENCE INC COM CL A $2,6610.00%5,152 5,152— $2,661 新建仓
MYN BLACKROCK MUNIYIELD N Y QUALIT COM $2,6500.00%276 00.0% — 不变
GOLD GOLD COM INC COM $2,6450.00%66 66— $2,645 新建仓
WIT WIPRO LTD SPON ADR 1 SH $2,6420.00%1,246 -558-30.9% -$1,183 减仓
— ANAVEX LIFE SCIENCES CORP COM NEW $2,6100.00%850 -35-4.0% -$107 减仓
— SUNOPTA INC COM $2,5920.00%400 00.0% — 不变
BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF $2,5850.00%26 16160.0% $1,591 加仓
NEOG NEOGEN CORP COM $2,5830.00%278 278— $2,583 新建仓
FREL FIDELITY MSCI REAL ESTATE INDEX ETF $2,5740.00%95 00.0% — 不变
THC TENET HEALTHCARE CORP COM NEW $2,5720.00%13 -3-18.8% -$594 减仓
EGY VAALCO ENERGY INC COM NEW $2,5720.00%405 10.2% $6 加仓
— NANO DIMENSION LTD SPONSORD ADS NEW $2,5500.00%1,500 1,500— $2,550 新建仓
JTEK JPMORGAN U.S. TECH LEADERS ETF $2,5450.00%32 00.0% — 不变
HY HYSTER-YALE INC CL A $2,5400.00%78 11.3% $33 加仓
SYNA SYNAPTICS INC COM $2,5390.00%36 26260.0% $1,834 加仓
— OUTLOOK THERAPEUTICS INC COM $2,5320.00%12,304 2,15221.2% $443 加仓
— RITHM PPTY TR INC COM NEW SHS $2,5310.00%189 169.2% $214 加仓
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF $2,5310.00%70 3179.5% $1,121 加仓
LCTX LINEAGE CELL THERAPEUTICS INC COM $2,5280.00%1,600 00.0% — 不变
GEO GEO GROUP INC COM $2,5220.00%150 150— $2,522 新建仓
TAC TRANSALTA CORP COM $2,5150.00%192 00.0% — 不变
RLGT RADIANT LOGISTICS INC COM $2,5080.00%355 355— $2,508 新建仓
PHR PHREESIA INC COM $2,4970.00%298 00.0% — 不变
DMC FRESH DEL MONTE PRODUCE INC ORD $2,4960.00%62 571,140.0% $2,295 加仓
PPT PUTNAM PREMIER INCOME TR SH BEN INT $2,4850.00%700 00.0% — 不变
— SOLENO THERAPEUTICS INC COM $2,4780.00%74 74— $2,478 新建仓
SPHR SPHERE ENTERTAINMENT CO CL A $2,4650.00%21 00.0% — 不变
EPRT ESSENTIAL PPTYS RLTY TR INC COM $2,4640.00%81 81— $2,464 新建仓
— ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF $2,4540.00%91 -951-91.3% -$2.56万 减仓
— YIELDMAX SEMICONDUCTOR PORTFOLIO OPTION INCOME ETF $2,4490.00%44 44— $2,449 新建仓
UCB UNITED CMNTY BKS BLAIRSVLE GA COM $2,4470.00%79 62364.7% $1,920 加仓
— EATON VANCE SR FLTNG RTE TR COM $2,4450.00%232 00.0% — 不变
FNKO FUNKO INC COM CL A $2,4380.00%774 774— $2,438 新建仓
EFC ELLINGTON FINANCIAL INC COM $2,4370.00%205 126.2% $143 加仓
ADUS ADDUS HOMECARE CORP COM $2,4350.00%26 00.0% — 不变
— INNOVATOR GROWTH-100 DUAL DIRECTIONAL 5 BUFFER ETF - QUARTERLY $2,4290.00%125 125— $2,429 新建仓
VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF $2,4280.00%96 96— $2,428 新建仓
GLIBK GCI LIBERTY INC COM SER C $2,4190.00%65 65— $2,419 新建仓
COLD AMERICOLD REALTY TRUST INC COM $2,4180.00%211 2312.2% $264 加仓
PAYO PAYONEER GLOBAL INC COM $2,4150.00%500 500— $2,415 新建仓
BLW BLACKROCK LTD DURATION INCOME COM SHS $2,3920.00%190 00.0% — 不变
PTCT PTC THERAPEUTICS INC COM $2,3850.00%35 00.0% — 不变
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUND $2,3820.00%59 00.0% — 不变
AVXC AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF $2,3670.00%35 -20-36.4% -$1,353 减仓
RPV INVESCO S&P 500 PURE VALUE ETF $2,3630.00%22 11100.0% $1,182 加仓
HUT HUT 8 CORP COM $2,3460.00%50 -250-83.3% -$1.17万 重新持有
ACHC ACADIA HEALTHCARE COMPANY INC COM $2,3390.00%100 44.2% $94 加仓
LILAK LIBERTY LATIN AMERICA LTD COM CL C $2,3110.00%262 262— $2,311 新建仓
— URANIUM RTY CORP COM $2,3000.00%630 00.0% — 不变
PTEN PATTERSON-UTI ENERGY INC COM $2,2880.00%211 -1,035-83.1% -$1.12万 减仓
OPK OPKO HEALTH INC COM $2,2800.00%2,000 2,000— $2,280 新建仓
TWIN TWIN DISC INC COM $2,2610.00%150 150— $2,261 新建仓
— CARIBOU BIOSCIENCES INC COM $2,2420.00%1,180 18018.0% $342 加仓
RDY DR REDDYS LABS LTD ADR $2,2300.00%161 3123.8% $429 加仓
— INVESCO S&P SMALLCAP UTILITIES & COMMUNICATION SERVICES ETF $2,2280.00%37 37— $2,228 新建仓
KLAR KLARNA GROUP PLC SHS $2,2250.00%170 6765.0% $877 加仓
BETA BETA TECHNOLOGIES INC COM SHS CL A $2,2220.00%151 151— $2,222 新建仓
GNMA ISHARES GNMA BOND ETF $2,2170.00%50 -241-82.8% -$1.07万 减仓
MHD BLACKROCK MUNIHOLDINGS FD INC COM $2,2110.00%196 00.0% — 不变
— ANFIELD DYNAMIC FIXED INCOME ETF $2,1900.00%258 00.0% — 不变
AVNT AVIENT CORPORATION COM $2,1780.00%60 00.0% — 不变
CENTA CENTRAL GARDEN & PET CO CL A NON-VTG $2,1740.00%67 69.8% $195 加仓
MTRN MATERION CORP COM $2,1700.00%15 00.0% — 不变
EPAM EPAM SYS INC COM $2,1670.00%16 12300.0% $1,625 加仓
IMTB ISHARES CORE 5-10 YEAR USD BOND ETF $2,1560.00%49 00.0% — 不变
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 $2,1540.00%51 51— $2,154 新建仓
BCH BANCO DE CHILE SPONSORED ADS $2,1480.00%58 23.6% $74 加仓
— YIELDMAX ULTRA OPTION INCOME STRATEGY ETF $2,1470.00%70 661,650.0% $2,024 加仓
DRD DRDGOLD LIMITED SPON ADR REPSTG $2,1440.00%73 63630.0% $1,850 加仓
HTLD HEARTLAND EXPRESS INC COM $2,1390.00%205 205— $2,139 新建仓
— KRANESHARES GLOBAL CARBON STRATEGY ETF $2,1380.00%72 00.0% — 不变
PBH PRESTIGE CONSMR HEALTHCARE INC COM $2,1340.00%36 412.5% $237 加仓
AIT APPLIED INDL TECHNOLOGIES INC COM $2,1230.00%8 7700.0% $1,858 加仓
ARVN ARVINAS INC COM $2,1200.00%200 200— $2,120 新建仓
XRAY DENTSPLY SIRONA INC COM $2,1000.00%181 00.0% — 不变
CARY ANGEL OAK INCOME ETF $2,0980.00%101 101— $2,098 新建仓
— GABELLI UTIL TR COM $2,0810.00%344 00.0% — 不变
— FREIGHTCAR AMER INC COM $2,0720.00%260 200333.3% $1,594 加仓
RYAM RAYONIER ADVANCED MATLS INC COM $2,0590.00%186 1813,620.0% $2,004 加仓