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
NUE NUCOR CORP COM $274.30万0.04%16,221 11,142219.4% $188.41万 加仓
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF $273.60万0.04%81,574 25,42345.3% $85.27万 加仓
QDEC FT VEST NASDAQ-100 BUFFER ETF - DECEMBER $273.54万0.04%86,950 -4,469-4.9% -$14.06万 减仓
KMB KIMBERLY-CLARK CORP COM $272.56万0.04%28,253 6,41329.4% $61.87万 加仓
XEL XCEL ENERGY INC COM $272.03万0.04%34,243 11,76852.4% $93.49万 加仓
TJX TJX COS INC NEW COM $270.85万0.04%16,960 2,88020.5% $45.99万 加仓
UNP UNION PAC CORP COM $269.92万0.04%11,125 3,49045.7% $84.68万 加仓
ESGE ISHARES ESG AWARE MSCI EM ETF $269.81万0.04%59,337 2,6684.7% $12.13万 加仓
ITB ISHARES U.S. HOME CONSTRUCTION ETF $269.72万0.04%29,787 27,2041,053.2% $246.33万 加仓
USB US BANCORP COM NEW $269.71万0.04%51,857 25,34095.6% $131.79万 加仓
ALLW STATE STREET BRIDGEWATER ALL WEATHER ETF $269.49万0.04%93,411 82,527758.2% $238.09万 加仓
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF $269.13万0.04%58,203 21,91560.4% $101.34万 加仓
MUB ISHARES NATIONAL MUNI BOND ETF $268.02万0.04%25,249 14,402132.8% $152.88万 加仓
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF $263.90万0.04%33,177 27,265461.2% $216.88万 加仓
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF $263.74万0.04%97,143 22,17729.6% $60.21万 加仓
TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF $262.20万0.04%57,829 4,2688.0% $19.35万 加仓
PH PARKER-HANNIFIN CORP COM $261.50万0.04%2,921 1,769153.6% $158.37万 加仓
FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK $260.37万0.04%510,519 86,56620.4% $44.15万 加仓
QJUN FT VEST NASDAQ-100 BUFFER ETF - JUNE $259.34万0.04%83,003 7280.9% $2.27万 加仓
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF $259.34万0.04%72,991 57,820381.1% $205.44万 加仓
VCR VANGUARD CONSUMER DISCRETIONARY ETF $256.14万0.04%7,134 5,021237.6% $180.27万 加仓
MPC MARATHON PETE CORP COM $255.31万0.04%10,455 6,111140.7% $149.23万 加仓
IJK ISHARES S&P MID-CAP 400 GROWTH ETF $255.07万0.04%25,350 20,770453.5% $208.99万 加仓
IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY $254.61万0.04%70,179 20,65041.7% $74.92万 加仓
— CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF - OCTOBER $254.33万0.04%93,645 6,7917.8% $18.44万 加仓
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND $253.94万0.04%31,158 9763.2% $7.95万 加仓
FXZ FIRST TRUST MATERIALS ALPHADEX FUND $253.08万0.04%33,208 4,38815.2% $33.44万 加仓
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF $252.36万0.04%98,499 28,86541.5% $73.95万 加仓
RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF $249.57万0.04%30,769 4,42816.8% $35.92万 加仓
COF CAPITAL ONE FINL CORP COM $249.48万0.04%13,675 -6,444-32.0% -$117.56万 减仓
FYC FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND $249.27万0.04%25,702 4,71422.5% $45.72万 加仓
GWX STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF $245.81万0.04%58,208 4,4388.3% $18.74万 加仓
VNQ VANGUARD REAL ESTATE ETF $244.92万0.04%27,611 5,09622.6% $45.20万 加仓
XBI STATE STREET SPDR S&P BIOTECH ETF $244.62万0.04%19,151 18,1341,783.1% $231.63万 加仓
DSEP FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER $242.83万0.04%55,236 20,84460.6% $91.63万 加仓
AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND $242.73万0.04%55,864 10,47923.1% $45.53万 加仓
— PROSHARES ULTRA TECHNOLOGY $242.65万0.04%30,950 3491.1% $2.74万 加仓
MSI MOTOROLA SOLUTIONS INC COM NEW $241.28万0.04%5,559 -292-5.0% -$12.67万 减仓
PNC PNC FINL SVCS GROUP INC COM $240.70万0.04%11,567 6,383123.1% $132.83万 加仓
SCHO SCHWAB SHORT-TERM US TREASURY ETF $240.62万0.04%99,143 -26,421-21.0% -$64.12万 减仓
ASB ASSOCIATED BANC-CORP COM $240.35万0.04%92,942 53,896138.0% $139.38万 加仓
CL COLGATE PALMOLIVE CO COM $240.00万0.04%28,159 5,04421.8% $42.99万 加仓
FDEC FT VEST US EQUITY BUFFER ETF - DECEMBER $239.21万0.04%48,112 6,28115.0% $31.23万 加仓
— FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - DECEMBER $239.04万0.04%80,512 18,11329.0% $53.78万 加仓
IUSV ISHARES CORE S&P US VALUE ETF $238.01万0.04%23,277 2,0559.7% $21.01万 加仓
DJAN FT VEST US EQUITY DEEP BUFFER ETF - JANUARY $237.33万0.04%55,802 29,752114.2% $126.54万 加仓
CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF $235.90万0.04%71,246 50,525243.8% $167.29万 加仓
— FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JANUARY $235.05万0.04%65,066 7741.2% $2.80万 加仓
FMB FIRST TRUST MANAGED MUNICIPAL ETF $234.24万0.04%46,237 17,50260.9% $88.67万 加仓
— FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL $233.67万0.04%58,763 -5,096-8.0% -$20.26万 减仓
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND $233.19万0.04%44,384 10,30230.2% $54.13万 加仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY $233.08万0.04%124,243 124,243— $233.08万 新建仓
UPS UNITED PARCEL SVCS INC CL B $231.63万0.04%23,544 12,274108.9% $120.75万 加仓
MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF $231.62万0.04%24,136 19,830460.5% $190.30万 加仓
AFL AFLAC INC COM $230.49万0.04%21,009 2,47213.3% $27.12万 加仓
CGSD CAPITAL GROUP SHORT DURATION INCOME ETF $230.27万0.04%89,285 35,82067.0% $92.38万 加仓
— BANK FIRST CORPORATION COM $230.26万0.04%17,049 17,049— $230.26万 新建仓
DAL DELTA AIR LINES INC COM NEW $229.69万0.04%34,551 29,660606.4% $197.18万 加仓
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF $225.66万0.03%32,072 2,3397.9% $16.46万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS $222.56万0.03%5,680 4,504383.0% $176.48万 加仓
SYY SYSCO CORP COM $222.39万0.03%31,177 -14,339-31.5% -$102.28万 减仓
SKYY FIRST TRUST CLOUD COMPUTING ETF $222.06万0.03%20,305 11,801138.8% $129.06万 加仓
LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF $221.93万0.03%12,461 7,868171.3% $140.13万 加仓
— FIRST TRUST INCOME OPPORTUNITIES ETF $220.66万0.03%98,049 65,839204.4% $148.17万 加仓
HSY HERSHEY CO COM $220.66万0.03%10,614 1,17412.4% $24.41万 加仓
— WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND $220.58万0.03%60,588 1,8603.2% $6.77万 加仓
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND $220.04万0.03%25,050 1,9428.4% $17.06万 加仓
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF $219.74万0.03%53,818 37,785235.7% $154.28万 加仓
LHX L3HARRIS TECHNOLOGIES INC COM $218.87万0.03%6,341 2,82880.5% $97.61万 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INCME COM $218.77万0.03%194,806 142,569272.9% $160.11万 加仓
C CITIGROUP INC COM NEW $215.53万0.03%19,004 11,656158.6% $132.19万 加仓
XDEC FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER $214.17万0.03%53,128 26,55399.9% $107.04万 加仓
AZN ASTRAZENECA PLC ORD $213.83万0.03%10,874 10,874— $213.83万 新建仓
OSIS OSI SYSTEMS INC COM $213.51万0.03%8,041 -587-6.8% -$15.59万 减仓
— FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER $212.39万0.03%80,757 16,33625.4% $42.96万 加仓
ALL ALLSTATE CORP COM $211.90万0.03%10,220 6,992216.6% $144.97万 加仓
SBUX STARBUCKS CORP COM $211.77万0.03%23,637 8,59357.1% $76.99万 加仓
AEP AMERICAN ELEC PWR CO INC COM $210.72万0.03%16,075 6,16162.1% $80.76万 加仓
SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF $210.36万0.03%79,985 5,6637.6% $14.89万 加仓
IWR ISHARES RUSSELL MIDCAP ETF $210.30万0.03%21,629 14,968224.7% $145.54万 加仓
— FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - JUNE $209.50万0.03%68,199 7,98913.3% $24.54万 加仓
TXN TEXAS INSTRS INC COM $208.78万0.03%10,754 1,17512.3% $22.81万 加仓
FEBW ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF $207.56万0.03%61,995 21,45752.9% $71.84万 加仓
QCOM QUALCOMM INC COM $207.48万0.03%16,111 6,74272.0% $86.82万 加仓
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST $207.20万0.03%21,872 3,08916.4% $29.26万 加仓
QLD PROSHARES ULTRA QQQ $207.14万0.03%33,957 33,90160,537.5% $206.80万 加仓
WPM WHEATON PRECIOUS METALS CORP COM $205.81万0.03%15,709 6,12663.9% $80.26万 加仓
HWKN HAWKINS INC COM $205.05万0.03%13,349 13,349— $205.05万 新建仓
QGRW WISDOMTREE U.S. QUALITY GROWTH FUND $205.03万0.03%38,373 5,87718.1% $31.40万 加仓
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF $204.78万0.03%17,288 16,7092,885.8% $197.92万 加仓
ASML ASML HLDG NV N Y REGISTRY SHS $204.42万0.03%1,547 862125.8% $113.90万 加仓
UBER UBER TECHNOLOGIES INC COM $203.71万0.03%28,321 5,19022.4% $37.33万 加仓
TMO THERMO FISHER SCIENTIFIC INC COM $202.71万0.03%4,124 84825.9% $41.68万 加仓
BSJU INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF $199.74万0.03%78,053 14,18322.2% $36.29万 加仓
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER $198.09万0.03%46,609 -3,514-7.0% -$14.93万 减仓
IDU ISHARES U.S. UTILITIES ETF $197.50万0.03%17,009 1,99613.3% $23.18万 加仓
JANW ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF $197.42万0.03%54,117 18,79653.2% $68.57万 加仓
SHEL SHELL PLC SPON ADS $197.26万0.03%21,210 14,093198.0% $131.07万 加仓
FICS FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF $197.12万0.03%50,498 -8,708-14.7% -$33.99万 减仓
XHB STATE STREET SPDR S&P HOMEBUILDERS ETF $196.82万0.03%19,937 11,016123.5% $108.75万 加仓