HARBOUR INVESTMENTS, INC.
MADISON WI · SEC CIK 0000810121
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $382.88万 | 0.06% | 41,308 | -19,432 | -32.0% | -$180.12万 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $381.24万 | 0.06% | 14,814 | 4,834 | 48.4% | $124.40万 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $380.10万 | 0.06% | 39,306 | 10,087 | 34.5% | $97.54万 | 加仓 |
| CGMM | CAPITAL GROUP U.S. SMALL AND MID CAP ETF | $377.77万 | 0.06% | 128,667 | 70,095 | 119.7% | $205.80万 | 加仓 |
| — | STF TACTICAL GROWTH ETF | $376.72万 | 0.06% | 101,337 | -66,467 | -39.6% | -$247.09万 | 减仓 |
| RSG | REPUBLIC SVCS INC COM | $376.10万 | 0.06% | 17,172 | -1,791 | -9.4% | -$39.23万 | 减仓 |
| SCYB | SCHWAB HIGH YIELD BOND ETF | $375.24万 | 0.06% | 144,321 | 68,565 | 90.5% | $178.27万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $374.59万 | 0.06% | 13,413 | 4,013 | 42.7% | $112.07万 | 加仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $369.25万 | 0.06% | 53,685 | 4,631 | 9.4% | $31.85万 | 加仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $368.32万 | 0.06% | 84,497 | 15,941 | 23.3% | $69.49万 | 加仓 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | $368.07万 | 0.06% | 73,132 | 8,748 | 13.6% | $44.03万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $367.28万 | 0.06% | 108,597 | 64,311 | 145.2% | $217.50万 | 加仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $364.04万 | 0.06% | 77,422 | 2,464 | 3.3% | $11.59万 | 加仓 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $363.32万 | 0.06% | 158,308 | 48,336 | 44.0% | $110.93万 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $363.25万 | 0.06% | 71,295 | 5,829 | 8.9% | $29.70万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $362.97万 | 0.06% | 146,673 | 21,376 | 17.1% | $52.90万 | 加仓 |
| ENB | ENBRIDGE INC COM | $362.49万 | 0.06% | 67,023 | 54,390 | 430.5% | $294.17万 | 加仓 |
| — | FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF | $362.10万 | 0.06% | 153,172 | 139,622 | 1,030.4% | $330.07万 | 加仓 |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $360.42万 | 0.06% | 24,440 | -5,646 | -18.8% | -$83.26万 | 减仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $358.17万 | 0.06% | 142,894 | -3,007 | -2.1% | -$7.54万 | 减仓 |
| ILDR | FIRST TRUST INNOVATION LEADERS ETF | $358.07万 | 0.06% | 120,237 | 99,169 | 470.7% | $295.33万 | 加仓 |
| — | ISHARES MSCI KOKUSAI ETF | $358.06万 | 0.06% | 26,870 | 26,870 | — | $358.06万 | 新建仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $356.81万 | 0.06% | 39,610 | 30,831 | 351.2% | $277.73万 | 加仓 |
| DMAR | FT VEST US EQUITY DEEP BUFFER ETF - MARCH | $355.96万 | 0.05% | 83,953 | 51,751 | 160.7% | $219.42万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $352.11万 | 0.05% | 33,935 | 4,822 | 16.6% | $50.03万 | 加仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $350.64万 | 0.05% | 49,835 | -3,338 | -6.3% | -$23.49万 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $348.91万 | 0.05% | 42,560 | 24,914 | 141.2% | $204.25万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $347.68万 | 0.05% | 110,130 | 39,493 | 55.9% | $124.68万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $346.19万 | 0.05% | 149,092 | 18,794 | 14.4% | $43.64万 | 加仓 |
| INCM | FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF | $346.10万 | 0.05% | 120,381 | 100,753 | 513.3% | $289.67万 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $343.31万 | 0.05% | 42,886 | 13,511 | 46.0% | $108.16万 | 加仓 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $342.72万 | 0.05% | 39,662 | 5,354 | 15.6% | $46.26万 | 加仓 |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | $341.99万 | 0.05% | 39,340 | 30,179 | 329.4% | $262.35万 | 加仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY | $339.69万 | 0.05% | 113,951 | 113,651 | 37,883.7% | $338.80万 | 加仓 |
| — | FIRST TRUST INTERMEDIATE GOVERNMENT OPPORTUNITIES ETF | $339.56万 | 0.05% | 167,459 | 13,274 | 8.6% | $26.92万 | 加仓 |
| O | REALTY INCOME CORP COM | $338.95万 | 0.05% | 55,401 | -12,292 | -18.2% | -$75.20万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $338.67万 | 0.05% | 35,937 | 21,297 | 145.5% | $200.70万 | 加仓 |
| — | INNOVATOR PREMIUM INCOME 30 BARRIER ETF - APRIL | $336.97万 | 0.05% | 137,538 | 8,132 | 6.3% | $19.92万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $336.76万 | 0.05% | 36,312 | 13,568 | 59.7% | $125.83万 | 加仓 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL | $336.73万 | 0.05% | 137,309 | 8,003 | 6.2% | $19.63万 | 加仓 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - OCTOBER | $335.28万 | 0.05% | 142,794 | 8,246 | 6.1% | $19.36万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $333.72万 | 0.05% | 172,914 | 43,217 | 33.3% | $83.41万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $332.87万 | 0.05% | 23,884 | 4,363 | 22.4% | $60.81万 | 加仓 |
| CERY | STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 E | $332.70万 | 0.05% | 94,410 | 26,393 | 38.8% | $93.01万 | 加仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $330.90万 | 0.05% | 81,622 | 20,392 | 33.3% | $82.67万 | 加仓 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $330.55万 | 0.05% | 25,775 | 12,260 | 90.7% | $157.23万 | 加仓 |
| UUP | INVESCO DB US DOLLAR INDEX BULLISH FUND | $327.38万 | 0.05% | 117,846 | 117,846 | — | $327.38万 | 新建仓 |
| BA | BOEING CO COM | $325.84万 | 0.05% | 16,371 | 8,536 | 108.9% | $169.89万 | 加仓 |
| — | INNOVATOR PREMIUM INCOME 30 BARRIER ETF - OCTOBER | $323.69万 | 0.05% | 136,753 | 8,889 | 7.0% | $21.04万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $319.32万 | 0.05% | 26,923 | 2,315 | 9.4% | $27.46万 | 加仓 |
| FOCT | FT VEST U.S. EQUITY BUFFER ETF - OCTOBER | $319.23万 | 0.05% | 66,953 | 20,549 | 44.3% | $97.98万 | 加仓 |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | $317.92万 | 0.05% | 50,488 | 10,332 | 25.7% | $65.06万 | 加仓 |
| PSFF | PACER SWAN SOS FUND OF FUNDS ETF | $317.02万 | 0.05% | 98,933 | -358 | -0.4% | -$1.15万 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY | $316.63万 | 0.05% | 124,706 | 4,941 | 4.1% | $12.55万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $316.47万 | 0.05% | 52,185 | 19,240 | 58.4% | $116.68万 | 加仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $313.30万 | 0.05% | 109,127 | 12,361 | 12.8% | $35.49万 | 加仓 |
| FISR | STATE STREET FIXED INCOME SECTOR ROTATION ETF | $312.16万 | 0.05% | 121,367 | 44,328 | 57.5% | $114.01万 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $311.58万 | 0.05% | 9,559 | -400 | -4.0% | -$13.04万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $310.26万 | 0.05% | 5,651 | 1,068 | 23.3% | $58.64万 | 加仓 |
| SFLR | INNOVATOR EQUITY MANAGED FLOOR ETF | $308.73万 | 0.05% | 87,186 | -23,299 | -21.1% | -$82.50万 | 减仓 |
| DIS | DISNEY WALT CO COM | $308.09万 | 0.05% | 31,965 | 13,535 | 73.4% | $130.45万 | 加仓 |
| ROUS | HARTFORD MULTIFACTOR US EQUITY ETF | $307.76万 | 0.05% | 52,127 | 41,637 | 396.9% | $245.83万 | 加仓 |
| AMGN | AMGEN INC COM | $304.66万 | 0.05% | 8,658 | 2,540 | 41.5% | $89.38万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER | $304.33万 | 0.05% | 118,761 | -77,925 | -39.6% | -$199.68万 | 减仓 |
| INTC | INTEL CORP COM | $303.92万 | 0.05% | 68,872 | 33,586 | 95.2% | $148.21万 | 加仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $303.57万 | 0.05% | 69,530 | 3,513 | 5.3% | $15.34万 | 加仓 |
| — | DIMENSIONAL US VECTOR EQUITY ETF | $303.42万 | 0.05% | 51,124 | 51,124 | — | $303.42万 | 新建仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $303.19万 | 0.05% | 40,388 | 11,237 | 38.5% | $84.35万 | 加仓 |
| IOO | ISHARES GLOBAL 100 ETF | $303.06万 | 0.05% | 25,052 | 713 | 2.9% | $8.63万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $301.70万 | 0.05% | 36,166 | 18,598 | 105.9% | $155.15万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER | $301.01万 | 0.05% | 113,373 | 24,191 | 27.1% | $64.23万 | 加仓 |
| DOCT | FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER | $300.90万 | 0.05% | 69,287 | 19,646 | 39.6% | $85.32万 | 加仓 |
| F | FORD MTR CO COM | $300.57万 | 0.05% | 260,456 | 103,058 | 65.5% | $118.93万 | 加仓 |
| — | FT VEST BUFFERED ALLOCATION DEFENSIVE ETF | $300.25万 | 0.05% | 121,019 | 13,620 | 12.7% | $33.79万 | 加仓 |
| TGT | TARGET CORP COM | $298.65万 | 0.05% | 24,641 | 17,168 | 229.7% | $208.07万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $297.96万 | 0.05% | 51,693 | -7,306 | -12.4% | -$42.11万 | 减仓 |
| PAPR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | $297.56万 | 0.05% | 74,763 | 3,623 | 5.1% | $14.42万 | 加仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $296.87万 | 0.05% | 46,133 | 1,590 | 3.6% | $10.23万 | 加仓 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | $296.83万 | 0.05% | 47,766 | 13,945 | 41.2% | $86.66万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $296.80万 | 0.05% | 129,551 | 50,977 | 64.9% | $116.79万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & I SH BEN INT | $295.85万 | 0.05% | 275,461 | 35,964 | 15.0% | $38.63万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $294.99万 | 0.05% | 97,291 | 37,229 | 62.0% | $112.88万 | 加仓 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $294.93万 | 0.05% | 73,478 | 17,668 | 31.7% | $70.92万 | 加仓 |
| DMAY | FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY | $292.24万 | 0.05% | 65,046 | 15,549 | 31.4% | $69.86万 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - APRIL | $291.90万 | 0.05% | 79,223 | -3,691 | -4.5% | -$13.60万 | 减仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $291.41万 | 0.04% | 68,574 | 67,982 | 11,483.4% | $288.89万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $290.95万 | 0.04% | 147,240 | 17,298 | 13.3% | $34.18万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $290.82万 | 0.04% | 9,614 | 3,600 | 59.9% | $108.90万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $289.87万 | 0.04% | 27,344 | 9,387 | 52.3% | $99.51万 | 加仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $289.15万 | 0.04% | 85,700 | -291,166 | -77.3% | -$982.37万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $288.52万 | 0.04% | 38,806 | -3,606 | -8.5% | -$26.81万 | 减仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $287.38万 | 0.04% | 44,966 | 1,216 | 2.8% | $7.77万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $287.26万 | 0.04% | 4 | 4 | — | $287.26万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $286.11万 | 0.04% | 80,732 | 9,297 | 13.0% | $32.95万 | 加仓 |
| — | GLOBAL X S&P 500 QUALITY DIVIDEND ETF | $286.02万 | 0.04% | 77,772 | 9,244 | 13.5% | $34.00万 | 加仓 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $278.85万 | 0.04% | 49,351 | 4,957 | 11.2% | $28.01万 | 加仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $278.84万 | 0.04% | 66,899 | 66,521 | 17,598.1% | $277.26万 | 加仓 |
| FNOV | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | $278.71万 | 0.04% | 52,198 | 9,040 | 20.9% | $48.27万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $275.70万 | 0.04% | 17,774 | 3,462 | 24.2% | $53.70万 | 加仓 |
| MMM | 3M CO COM | $274.35万 | 0.04% | 18,891 | 9,896 | 110.0% | $143.72万 | 加仓 |