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
— FT VEST LADDERED AUTOCALLABLE BARRIER & RESILIENT INCOME ETF $417.01万0.06%203,025 203,025— $417.01万 新建仓
FDD FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND $415.50万0.06%223,991 5290.2% $9,813 加仓
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF $415.15万0.06%87,016 47,042117.7% $224.44万 加仓
FLOT ISHARES FLOATING RATE BOND ETF $414.35万0.06%81,166 9,87113.8% $50.39万 加仓
DFEB FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY $411.57万0.06%81,511 -575-0.7% -$2.90万 减仓
JCPB JPMORGAN CORE PLUS BOND ETF $411.53万0.06%87,671 1,0131.2% $4.75万 加仓
SDY STATE STREET SPDR S&P DIVIDEND ETF $410.72万0.06%26,989 -997-3.6% -$15.17万 减仓
LMT LOCKHEED MARTIN CORP COM $410.49万0.06%8,057 -388-4.6% -$19.77万 减仓
VRT VERTIV HOLDINGS CO COM CL A $408.52万0.06%12,201 7,981189.1% $267.22万 加仓
SCHF SCHWAB INTERNATIONAL EQUITY ETF $407.10万0.05%146,968 2950.2% $8,171 加仓
— ISHARES MSCI KOKUSAI ETF $406.98万0.05%27,168 2981.1% $4.46万 加仓
DVY ISHARES SELECT DIVIDEND ETF $406.66万0.05%26,018 2801.1% $4.38万 加仓
— FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF $405.68万0.05%149,806 -3,366-2.2% -$9.12万 减仓
XHB STATE STREET SPDR S&P HOMEBUILDERS ETF $405.27万0.05%35,070 15,13375.9% $174.88万 加仓
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF $404.98万0.05%44,699 1,8134.2% $16.43万 加仓
FTHI FIRST TRUST BUYWRITE INCOME ETF $403.52万0.05%169,192 10,8846.9% $25.96万 加仓
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND $401.32万0.05%27,423 1,6486.4% $24.12万 加仓
NEE NEXTERA ENERGY INC COM $400.75万0.05%45,659 -1,472-3.1% -$12.92万 减仓
MOAT VANECK MORNINGSTAR WIDE MOAT ETF $395.30万0.05%38,025 -1,281-3.3% -$13.32万 减仓
PLD PROLOGIS INC. COM $393.56万0.05%29,051 -311-1.1% -$4.21万 减仓
— Q3 ALL-SEASON ACTIVE ROTATION ETF $390.13万0.05%126,114 75,674150.0% $234.10万 加仓
VDC VANGUARD CONSUMER STAPLES ETF $388.49万0.05%17,229 710.4% $1.60万 加仓
NOC NORTHROP GRUMMAN CORP COM $387.13万0.05%7,601 -602-7.3% -$30.66万 减仓
SCHZ SCHWAB US AGGREGATE BOND ETF $385.94万0.05%166,855 17,76311.9% $41.09万 加仓
UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF $382.55万0.05%81,675 -1,432-1.7% -$6.71万 减仓
NLR VANECK URANIUM AND NUCLEAR ETF $382.10万0.05%32,945 7592.4% $8.80万 加仓
ROUS HARTFORD MULTIFACTOR US EQUITY ETF $380.36万0.05%56,433 4,3068.3% $29.02万 加仓
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF $379.07万0.05%38,601 2,6647.4% $26.16万 加仓
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF $377.41万0.05%151,023 8,1295.7% $20.31万 加仓
DMAR FT VEST US EQUITY DEEP BUFFER ETF - MARCH $376.65万0.05%84,201 2480.3% $1.11万 加仓
SFLR INNOVATOR EQUITY MANAGED FLOOR ETF $374.70万0.05%97,124 9,93811.4% $38.34万 加仓
BPRE BLUEROCK PVT REAL ESTATE FD COM $373.17万0.05%286,833 -9,822-3.3% -$12.78万 减仓
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND $371.44万0.05%39,233 -107-0.3% -$1.01万 减仓
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF $371.07万0.05%40,523 8612.2% $7.88万 加仓
FSEP FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER $370.09万0.05%67,191 -5,941-8.1% -$32.72万 减仓
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER $368.43万0.05%195,246 5210.3% $9,831 加仓
CHI CALAMOS CONV OPPORTUNITIES & I SH BEN INT $367.86万0.05%273,702 -1,759-0.6% -$2.36万 减仓
RSG REPUBLIC SVCS INC COM $367.54万0.05%17,249 770.4% $1.64万 加仓
QUAL ISHARES MSCI USA QUALITY FACTOR ETF $367.14万0.05%16,732 -3,456-17.1% -$75.83万 减仓
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF $366.47万0.05%39,990 -5,071-11.3% -$46.47万 减仓
ENB ENBRIDGE INC COM $364.14万0.05%67,169 1460.2% $7,915 加仓
MRVL MARVELL TECHNOLOGY INC COM $364.05万0.05%12,221 4,08950.3% $121.81万 加仓
NUE NUCOR CORP COM $363.26万0.05%16,308 870.5% $1.94万 加仓
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF $361.15万0.05%96,926 23,93532.8% $89.18万 加仓
CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF $359.94万0.05%97,862 -10,735-9.9% -$39.48万 减仓
F FORD MTR CO COM $356.24万0.05%256,289 -4,167-1.6% -$5.79万 减仓
— INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY $356.04万0.05%113,838 -113-0.1% -$3,534 减仓
BIV VANGUARD INTERMEDIATE-TERM BOND ETF $355.17万0.05%46,307 -3,600-7.2% -$27.61万 减仓
CERY STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 E $355.15万0.05%106,238 11,82812.5% $39.54万 加仓
QDPL PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF $354.92万0.05%78,748 5,2707.2% $23.75万 加仓
FXU FIRST TRUST UTILITIES ALPHADEX FUND $354.87万0.05%71,904 44,228159.8% $218.28万 加仓
IUSG ISHARES CORE S&P U.S. GROWTH ETF $353.67万0.05%18,803 1,0295.8% $19.35万 加仓
COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF $352.76万0.05%87,867 2,1672.5% $8.70万 加仓
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF $351.79万0.05%39,522 3,3569.3% $29.87万 加仓
SNDK SANDISK CORP COM $348.70万0.05%1,534 1,304567.0% $296.41万 加仓
GOVT ISHARES U.S. TREASURY BOND ETF $348.47万0.05%152,970 23,41918.1% $53.35万 加仓
BA BOEING CO COM $347.90万0.05%16,072 -299-1.8% -$6.47万 减仓
— DIMENSIONAL US VECTOR EQUITY ETF $344.78万0.05%51,847 7231.4% $4.81万 加仓
IOO ISHARES GLOBAL 100 ETF $343.49万0.05%25,145 930.4% $1.27万 加仓
COP CONOCOPHILLIPS COM $342.58万0.05%32,953 -3,042-8.5% -$31.62万 减仓
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF $342.27万0.05%84,333 2,7113.3% $11.00万 加仓
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF $341.76万0.05%29,141 13,11981.9% $153.86万 加仓
PSFF PACER SWAN SOS FUND OF FUNDS ETF $340.79万0.05%99,327 3940.4% $1.35万 加仓
PFE PFIZER INC COM $339.55万0.05%141,011 -2,419-1.7% -$5.82万 减仓
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND $338.36万0.05%40,401 130.0% $1,089 加仓
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND $337.62万0.05%77,615 8,08511.6% $35.17万 加仓
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND $335.93万0.05%19,360 18,1591,512.0% $315.09万 加仓
FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF $335.31万0.05%76,889 -7,608-9.0% -$33.18万 减仓
TGT TARGET CORP COM $334.62万0.05%25,620 9794.0% $12.79万 加仓
KMB KIMBERLY-CLARK CORP COM $334.54万0.05%30,477 2,2247.9% $24.41万 加仓
SGOL ABRDN PHYSICAL GOLD SHARES ETF $332.20万0.04%86,895 -99,263-53.3% -$379.48万 减仓
FYC FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND $331.89万0.04%26,063 3611.4% $4.60万 加仓
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF $330.78万0.04%49,869 -619-1.2% -$4.11万 减仓
ESGE ISHARES ESG AWARE MSCI EM ETF $330.35万0.04%60,404 1,0671.8% $5.84万 加仓
USMV ISHARES MSCI USA MIN VOL FACTOR ETF $329.60万0.04%34,169 -2,143-5.9% -$20.67万 减仓
BLV VANGUARD BD. IND. FDS. - LONG TERM BOND INDEX FUND $329.50万0.04%47,802 -5,883-11.0% -$40.55万 减仓
ET ENERGY TRANSFER L P COM UT LTD PTN $329.40万0.04%172,280 -634-0.4% -$1.21万 减仓
— FIRST TRUST INTERMEDIATE GOVERNMENT OPPORTUNITIES ETF $329.37万0.04%163,146 -4,313-2.6% -$8.71万 减仓
IEI ISHARES 3-7 YEAR TREASURY BOND ETF $329.34万0.04%28,041 1,1184.2% $13.13万 加仓
AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF $328.27万0.04%47,233 1,1002.4% $7.65万 加仓
LRCX LAM RESEARCH CORP COM NEW $327.71万0.04%7,562 -631-7.7% -$27.34万 减仓
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL $325.97万0.04%77,245 2,4823.3% $10.47万 加仓
QTUM DEFIANCE QUANTUM ETF $324.95万0.04%19,649 12,820187.7% $212.01万 加仓
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR $324.19万0.04%107,453 26,72133.1% $80.62万 加仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY $323.24万0.04%124,394 -312-0.3% -$8,107 减仓
ASML ASML HLDG NV N Y REGISTRY SHS $322.08万0.04%1,619 724.7% $14.32万 加仓
DMAY FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY $321.77万0.04%68,288 3,2425.0% $15.28万 加仓
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE $321.70万0.04%53,661 4,3108.7% $25.84万 加仓
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF $321.49万0.04%47,572 2,6065.8% $17.61万 加仓
AXP AMERICAN EXPRESS CO COM $320.48万0.04%9,475 -139-1.4% -$4.70万 减仓
CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF $319.91万0.04%87,912 16,66623.4% $60.65万 加仓
TXN TEXAS INSTRS INC COM $319.52万0.04%10,720 -34-0.3% -$1.01万 减仓
CEG CONSTELLATION ENERGY CORP COM $319.35万0.04%12,858 -555-4.1% -$13.78万 减仓
— FT VEST BUFFERED ALLOCATION DEFENSIVE ETF $317.42万0.04%122,626 1,6071.3% $4.16万 加仓
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF $317.10万0.04%73,233 15,03025.8% $65.08万 加仓
DAL DELTA AIR LINES INC COM NEW $316.64万0.04%33,807 -744-2.2% -$6.97万 减仓
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF $316.50万0.04%62,550 -14,520-18.8% -$73.47万 减仓
QDEC FT VEST NASDAQ-100 BUFFER ETF - DECEMBER $316.36万0.04%88,841 1,8912.2% $6.73万 加仓
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF $315.10万0.04%67,150 -1,424-2.1% -$6.68万 减仓
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF $315.06万0.04%32,693 18,786135.1% $181.04万 加仓