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
REM ISHARES MORTGAGE REAL ESTATE ETF $195.78万0.03%91,186 1,1091.2% $2.38万 加仓
GLW CORNING INC COM $195.28万0.03%14,362 3,66534.3% $49.83万 加仓
VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF $194.03万0.03%25,647 25,647— $194.03万 新建仓
LW LAMB WESTON HLDGS INC COM $193.44万0.03%45,774 -15,125-24.8% -$63.92万 减仓
TRV TRAVELERS COMPANIES INC COM $192.27万0.03%6,591 5308.7% $15.46万 加仓
GD GENERAL DYNAMICS CORP COM $191.75万0.03%5,586 2,61187.8% $89.63万 加仓
URA GLOBAL X URANIUM ETF $190.29万0.03%39,291 35,314888.0% $171.03万 加仓
MDT MEDTRONIC PLC SHS $190.23万0.03%21,954 8,23060.0% $71.31万 加仓
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF $189.27万0.03%17,771 10,412141.5% $110.89万 加仓
— INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - FEBRUARY $189.00万0.03%67,296 66,0015,096.6% $185.37万 加仓
BLK BLACKROCK INC COM $189.00万0.03%1,965 1649.1% $15.77万 加仓
PSX PHILLIPS 66 COM $188.66万0.03%10,355 6,276153.9% $114.34万 加仓
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF $188.36万0.03%41,996 13,38246.8% $60.02万 加仓
ADBE ADOBE INC COM $188.17万0.03%7,741 4,333127.1% $105.33万 加仓
KMI KINDER MORGAN INC DEL COM $187.38万0.03%55,882 30,174117.4% $101.17万 加仓
TMUS T-MOBILE US INC COM $187.28万0.03%8,917 96712.2% $20.31万 加仓
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF $187.19万0.03%41,432 7,77323.1% $35.12万 加仓
DAUG FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST $186.98万0.03%42,931 16,72263.8% $72.83万 加仓
ORLY OREILLY AUTOMOTIVE INC COM $186.83万0.03%20,239 2471.2% $2.28万 加仓
VONG VANGUARD RUSSELL 1000 GROWTH ETF $186.02万0.03%16,958 5813.5% $6.37万 加仓
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF $185.83万0.03%10,220 8,596529.3% $156.30万 加仓
RTO RENTOKIL INITIAL PLC SPONSORED ADR $185.14万0.03%58,811 -11,448-16.3% -$36.04万 减仓
EFAX STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF $184.28万0.03%37,029 1,3553.8% $6.74万 加仓
BX BLACKSTONE INC COM $183.53万0.03%15,960 7,27383.7% $83.64万 加仓
FJAN FT VEST US EQUITY BUFFER ETF - JANUARY $182.96万0.03%36,295 16,75185.7% $84.44万 加仓
FDX FEDEX CORP COM $182.79万0.03%5,132 3,203166.0% $114.09万 加仓
— FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH $182.78万0.03%45,143 -2,691-5.6% -$10.90万 减仓
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY $182.06万0.03%39,606 30,513335.6% $140.26万 加仓
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF $181.97万0.03%39,974 6,57319.7% $29.92万 加仓
EFA ISHARES MSCI EAFE ETF $181.37万0.03%18,672 -9,674-34.1% -$93.97万 减仓
VIS VANGUARD INDUSTRIALS ETF $181.24万0.03%5,804 1,04822.0% $32.73万 加仓
AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF $181.10万0.03%45,398 15,08649.8% $60.18万 加仓
GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY $180.75万0.03%43,990 12,36339.1% $50.80万 加仓
DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF $180.58万0.03%31,199 2,1717.5% $12.57万 加仓
JFR NUVEEN FLOATING RATE INCOME FD COM $180.19万0.03%239,614 115,64593.3% $86.97万 加仓
— FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE $179.26万0.03%38,109 2,8268.0% $13.29万 加仓
FXO FIRST TRUST FINANCIALS ALPHADEX FUND $179.26万0.03%31,902 -93,035-74.5% -$522.78万 减仓
OCTW ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF $178.75万0.03%46,464 -1,920-4.0% -$7.39万 减仓
VCRB VANGUARD CORE BOND ETF $178.10万0.03%23,015 22,7809,693.6% $176.28万 加仓
VFH VANGUARD FINANCIALS ETF $177.97万0.03%14,731 6,28774.5% $75.96万 加仓
FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF $177.72万0.03%47,404 8,49921.8% $31.86万 加仓
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF $177.65万0.03%8,122 4,909152.8% $107.37万 加仓
BMO BANK MONTREAL MEDIUM COM $177.29万0.03%13,099 6,16789.0% $83.47万 加仓
FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND $176.67万0.03%58,981 45,416334.8% $136.04万 加仓
DFLV DIMENSIONAL US LARGE CAP VALUE ETF $176.66万0.03%49,472 38,026332.2% $135.79万 加仓
LRCX LAM RESEARCH CORP COM NEW $175.02万0.03%8,193 4,873146.8% $104.10万 加仓
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF $174.61万0.03%16,022 4,10334.4% $44.72万 加仓
MLPA GLOBAL X MLP ETF $174.52万0.03%32,397 10,65849.0% $57.42万 加仓
TIP ISHARES TIPS BOND ETF $174.31万0.03%15,794 4,44939.2% $49.10万 加仓
PTLC PACER TRENDPILOT US LARGE CAP ETF $174.07万0.03%33,181 3,26710.9% $17.14万 加仓
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND $173.46万0.03%7,412 -2,478-25.1% -$57.99万 减仓
SILJ AMPLIFY JUNIOR SILVER MINERS ETF $173.25万0.03%58,295 19,18249.0% $57.01万 加仓
— INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY $172.24万0.03%62,883 3,3175.6% $9.09万 加仓
MELI MERCADOLIBRE INC COM $171.66万0.03%992 899.9% $15.40万 加仓
CMI CUMMINS INC COM $171.21万0.03%3,182 1,53893.6% $82.75万 加仓
XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF $170.53万0.03%37,184 1,8015.1% $8.26万 加仓
CIEN CIENA CORP COM NEW $169.73万0.03%4,371 3,309311.6% $128.49万 加仓
IXJ ISHARES GLOBAL HEALTHCARE ETF $169.72万0.03%18,143 2,15413.5% $20.15万 加仓
JRI NUVEEN REAL ASSET INCOME & GRO COM $169.59万0.03%137,879 65,19989.7% $80.19万 加仓
HOOD ROBINHOOD MKTS INC COM CL A $168.67万0.03%24,338 -4,267-14.9% -$29.57万 减仓
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF $168.61万0.03%35,460 8,47031.4% $40.28万 加仓
— FIRST TRUST FLEXIBLE MUNICIPAL HIGH INCOME ETF $168.47万0.03%100,429 -21,230-17.5% -$35.61万 减仓
TCHP T. ROWE PRICE BLUE CHIP GROWTH ETF $167.27万0.03%37,860 3,83011.3% $16.92万 加仓
DJUL FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY $167.25万0.03%35,782 8,55331.4% $39.98万 加仓
CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF $166.92万0.03%65,924 3,7696.1% $9.54万 加仓
FAST FASTENAL CO COM $166.21万0.03%35,820 13,48260.4% $62.56万 加仓
LIT GLOBAL X LITHIUM & BATTERY TECH ETF $165.69万0.03%22,284 20,7081,314.0% $153.97万 加仓
FCX FREEPORT MCMORAN INC CL B $165.50万0.03%28,194 21,714335.1% $127.46万 加仓
IHI ISHARES U.S. MEDICAL DEVICES ETF $165.34万0.03%30,991 20,655199.8% $110.20万 加仓
ISRG INTUITIVE SURGICAL INC COM NEW $164.12万0.03%3,560 1,06742.8% $49.19万 加仓
IWD ISHARES RUSSELL 1000 VALUE ETF $163.81万0.03%7,666 1,41422.6% $30.22万 加仓
AHR AMERICAN HEALTHCARE REIT INC COM SHS $162.62万0.03%34,483 21,236160.3% $100.15万 加仓
FUTY FIDELITY MSCI UTILITIES INDEX ETF $161.36万0.02%27,317 6,57731.7% $38.85万 加仓
— CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - NOVEMBER $161.35万0.02%60,271 9,01717.6% $24.14万 加仓
— ALLIANZIM U.S. EQUITY BUFFER100 PROTECTION ETF $161.26万0.02%62,736 12,21624.2% $31.40万 加仓
SPLV INVESCO S&P 500 LOW VOLATILITY ETF $160.22万0.02%21,906 13,810170.6% $101.01万 加仓
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF $159.93万0.02%81,490 20,20233.0% $39.65万 加仓
— CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - DECEMBER $158.96万0.02%59,817 4050.7% $1.08万 加仓
FRDM FREEDOM 100 EMERGING MARKETS ETF $157.69万0.02%28,853 26,221996.2% $143.30万 加仓
FIX COMFORT SYS USA INC COM $157.48万0.02%1,142 820254.7% $113.08万 加仓
IGLD FT VEST GOLD STRATEGY TARGET INCOME ETF $157.17万0.02%61,564 37,346154.2% $95.34万 加仓
CRM SALESFORCE INC COM $157.14万0.02%8,418 4,06293.3% $75.83万 加仓
VLUE ISHARES MSCI USA VALUE FACTOR ETF $157.04万0.02%11,045 -31-0.3% -$4,408 减仓
NVG NUVEEN AMT FREE MUN CR INC FD COM $156.19万0.02%126,672 68,357117.2% $84.28万 加仓
— PACER US CASH COWS GROWTH ETF $156.01万0.02%28,858 8,51341.8% $46.02万 加仓
JPC NUVEEN PFD & INCOME OPPORTUNIT COM $155.85万0.02%206,694 109,824113.4% $82.81万 加仓
SCHM SCHWAB U.S. MID-CAP ETF $155.63万0.02%50,266 11,56129.9% $35.79万 加仓
CGIB CAPITAL GROUP INTERNATIONAL BOND ETF (USD-HEDGED) $155.61万0.02%61,663 26,36374.7% $66.53万 加仓
VCEB VANGUARD ESG U.S. CORPORATE BOND ETF $154.84万0.02%24,645 2,36910.6% $14.88万 加仓
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF $154.45万0.02%33,093 12,67362.1% $59.15万 加仓
NEM NEWMONT CORP COM $154.35万0.02%14,260 4,93552.9% $53.42万 加仓
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF $153.56万0.02%29,571 1,9186.9% $9.96万 加仓
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND $153.54万0.02%18,809 5843.2% $4.77万 加仓
FESM FIDELITY ENHANCED SMALL CAP ETF $152.96万0.02%40,253 4,47712.5% $17.01万 加仓
GIS GENERAL MILLS INC COM $152.88万0.02%41,075 7,11020.9% $26.46万 加仓
SHW SHERWIN WILLIAMS CO COM $152.71万0.02%4,764 1,94669.1% $62.38万 加仓
LIN LINDE PLC SHS $152.62万0.02%3,078 1,569104.0% $77.80万 加仓
VUSB VANGUARD ULTRA-SHORT BOND ETF $152.60万0.02%30,651 15,22198.6% $75.78万 加仓
IEF ISHARES 7-10 YEAR TREASURY BOND ETF $152.47万0.02%15,975 5,16647.8% $49.31万 加仓
XMMO INVESCO S&P MIDCAP MOMENTUM ETF $152.08万0.02%10,487 -7,671-42.2% -$111.25万 减仓