HARBOUR INVESTMENTS, INC.
MADISON WI · SEC CIK 0000810121
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $169.74万 | 0.02% | 86,535 | 5,045 | 6.2% | $9.90万 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $168.37万 | 0.02% | 15,600 | 380 | 2.5% | $4.10万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $167.74万 | 0.02% | 4,872 | 108 | 2.3% | $3.72万 | 加仓 |
| FFLG | FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF | $167.64万 | 0.02% | 48,340 | -2,583 | -5.1% | -$8.96万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $166.82万 | 0.02% | 21,324 | -630 | -2.9% | -$4.93万 | 减仓 |
| FTNT | FORTINET INC COM | $165.73万 | 0.02% | 10,788 | 289 | 2.8% | $4.44万 | 加仓 |
| TDVG | T. ROWE PRICE DIVIDEND GROWTH ETF | $165.07万 | 0.02% | 33,667 | 1,284 | 4.0% | $6.30万 | 加仓 |
| ADBE | ADOBE INC COM | $164.90万 | 0.02% | 8,043 | 302 | 3.9% | $6.19万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $164.83万 | 0.02% | 9,827 | 910 | 10.2% | $15.26万 | 加仓 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $164.41万 | 0.02% | 26,197 | 1,552 | 6.3% | $9.74万 | 加仓 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $164.18万 | 0.02% | 11,738 | 356 | 3.1% | $4.98万 | 加仓 |
| — | INVESCO S&P 500 VALUE WITH MOMENTUM ETF | $163.53万 | 0.02% | 21,969 | 1,356 | 6.6% | $10.09万 | 加仓 |
| UFOX | DEFIANCE SPACE AND CONNECTIVE TECH ETF | $162.94万 | 0.02% | 17,145 | -10 | -0.1% | -$950 | 减仓 |
| XDEC | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER | $162.88万 | 0.02% | 38,026 | -15,102 | -28.4% | -$64.69万 | 减仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $162.45万 | 0.02% | 21,409 | -647 | -2.9% | -$4.91万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $162.14万 | 0.02% | 75,765 | -293 | -0.4% | -$6,270 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $161.99万 | 0.02% | 16,818 | 3,178 | 23.3% | $30.61万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $161.98万 | 0.02% | 126,547 | -125 | -0.1% | -$1,600 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $161.55万 | 0.02% | 9,877 | 7,962 | 415.8% | $130.23万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $160.99万 | 0.02% | 89,787 | 6,621 | 8.0% | $11.87万 | 加仓 |
| PSCT | INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF | $160.09万 | 0.02% | 17,323 | 10,917 | 170.4% | $100.89万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $159.97万 | 0.02% | 45,954 | -3,612 | -7.3% | -$12.57万 | 减仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $159.23万 | 0.02% | 31,987 | 1,336 | 4.4% | $6.65万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $159.21万 | 0.02% | 202,041 | -4,653 | -2.3% | -$3.67万 | 减仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $159.09万 | 0.02% | 43,466 | 11,926 | 37.8% | $43.65万 | 加仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $157.49万 | 0.02% | 62,570 | 24,703 | 65.2% | $62.18万 | 加仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $157.49万 | 0.02% | 77,332 | 5,045 | 7.0% | $10.27万 | 加仓 |
| — | CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - DECEMBER | $157.41万 | 0.02% | 57,429 | -2,388 | -4.0% | -$6.55万 | 减仓 |
| — | FIRST TRUST FLEXIBLE MUNICIPAL HIGH INCOME ETF | $157.32万 | 0.02% | 90,569 | -9,860 | -9.8% | -$17.13万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $157.14万 | 0.02% | 20,646 | 7,850 | 61.3% | $59.75万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $156.74万 | 0.02% | 6,018 | 99 | 1.7% | $2.58万 | 加仓 |
| — | ALLSPRING GLOBAL DIVIDEND OPPO COM | $156.72万 | 0.02% | 239,994 | 75 | 0.0% | $490 | 加仓 |
| SILJ | AMPLIFY JUNIOR SILVER MINERS ETF | $156.62万 | 0.02% | 60,425 | 2,130 | 3.7% | $5.52万 | 加仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $155.18万 | 0.02% | 31,105 | 1,097 | 3.7% | $5.47万 | 加仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $154.65万 | 0.02% | 36,901 | 3,350 | 10.0% | $14.04万 | 加仓 |
| OCTW | ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF | $154.43万 | 0.02% | 37,749 | -8,715 | -18.8% | -$35.65万 | 减仓 |
| — | INVESCO ESG NASDAQ 100 ETF | $154.11万 | 0.02% | 30,082 | 461 | 1.6% | $2.36万 | 加仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $153.82万 | 0.02% | 15,587 | 13,531 | 658.1% | $133.53万 | 加仓 |
| FDX | FEDEX CORP COM | $153.60万 | 0.02% | 4,905 | -227 | -4.4% | -$7.11万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $153.11万 | 0.02% | 14,892 | -586 | -3.8% | -$6.02万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC COM | $152.84万 | 0.02% | 141,646 | -3,507 | -2.4% | -$3.78万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $152.74万 | 0.02% | 20,541 | -173 | -0.8% | -$1.29万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $152.54万 | 0.02% | 4,849 | -221 | -4.4% | -$6.95万 | 减仓 |
| BSJT | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | $151.92万 | 0.02% | 71,895 | 911 | 1.3% | $1.92万 | 加仓 |
| GIS | GENERAL MILLS INC COM | $151.91万 | 0.02% | 43,652 | 2,577 | 6.3% | $8.97万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $150.49万 | 0.02% | 7,199 | 457 | 6.8% | $9.55万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $150.48万 | 0.02% | 10,512 | -2 | -0.0% | -$286 | 减仓 |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $150.16万 | 0.02% | 25,220 | -665 | -2.6% | -$3.96万 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $150.09万 | 0.02% | 24,966 | 2,598 | 11.6% | $15.62万 | 加仓 |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $149.92万 | 0.02% | 32,463 | 3,265 | 11.2% | $15.08万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $149.36万 | 0.02% | 5,140 | -1,201 | -18.9% | -$34.90万 | 减仓 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JANUARY | $148.43万 | 0.02% | 53,039 | -302 | -0.6% | -$8,451 | 减仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $148.11万 | 0.02% | 21,189 | 1,150 | 5.7% | $8.04万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $147.88万 | 0.02% | 3,824 | 398 | 11.6% | $15.39万 | 加仓 |
| OSK | OSHKOSH CORP COM | $147.76万 | 0.02% | 9,627 | -61 | -0.6% | -$9,362 | 减仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $146.58万 | 0.02% | 8,092 | -30 | -0.4% | -$5,434 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $146.33万 | 0.02% | 15,332 | -586 | -3.7% | -$5.59万 | 减仓 |
| USVM | VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF | $145.61万 | 0.02% | 13,258 | -152 | -1.1% | -$1.67万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $145.57万 | 0.02% | 14,014 | -4,658 | -24.9% | -$48.39万 | 减仓 |
| — | WISDOMTREE MORTGAGE PLUS BOND FUND | $144.89万 | 0.02% | 32,807 | 1,227 | 3.9% | $5.42万 | 加仓 |
| STLD | STEEL DYNAMICS INC COM | $144.86万 | 0.02% | 6,313 | -34 | -0.5% | -$7,802 | 减仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $144.85万 | 0.02% | 50,629 | -8,182 | -13.9% | -$23.41万 | 减仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $144.74万 | 0.02% | 38,030 | 7,070 | 22.8% | $26.91万 | 加仓 |
| RSPF | INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF | $144.03万 | 0.02% | 18,573 | -699 | -3.6% | -$5.42万 | 减仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $143.78万 | 0.02% | 31,545 | -5,639 | -15.2% | -$25.70万 | 减仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - OCTOBER | $143.75万 | 0.02% | 42,783 | 2,774 | 6.9% | $9.32万 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $143.73万 | 0.02% | 56,322 | -42,177 | -42.8% | -$107.64万 | 减仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $143.67万 | 0.02% | 29,078 | -1,913 | -6.2% | -$9.45万 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $143.42万 | 0.02% | 12,486 | -124 | -1.0% | -$1.42万 | 减仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $143.13万 | 0.02% | 35,525 | 3,764 | 11.9% | $15.17万 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $142.76万 | 0.02% | 4,026 | 1,849 | 84.9% | $65.57万 | 加仓 |
| GMAY | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | $142.69万 | 0.02% | 33,152 | 25,247 | 319.4% | $108.66万 | 加仓 |
| — | ISHARES ETHEREUM TRUST ETF | $142.25万 | 0.02% | 119,635 | 55,499 | 86.5% | $65.99万 | 加仓 |
| THIR | THOR INDEX ROTATION ETF | $141.78万 | 0.02% | 41,095 | -249,991 | -85.9% | -$862.47万 | 减仓 |
| PTNQ | PACER TRENDPILOT 100 ETF | $141.62万 | 0.02% | 15,975 | -77 | -0.5% | -$6,826 | 减仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $141.61万 | 0.02% | 27,981 | -430 | -1.5% | -$2.18万 | 减仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $140.44万 | 0.02% | 13,716 | 649 | 5.0% | $6.65万 | 加仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $139.85万 | 0.02% | 69,337 | 1,433 | 2.1% | $2.89万 | 加仓 |
| CVLC | CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF | $139.67万 | 0.02% | 14,784 | 2,923 | 24.6% | $27.61万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 MAR ETF | $139.36万 | 0.02% | 38,593 | -2,338 | -5.7% | -$8.44万 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $139.21万 | 0.02% | 12,994 | -489 | -3.6% | -$5.24万 | 减仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $139.17万 | 0.02% | 5,614 | -1,376 | -19.7% | -$34.11万 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $138.60万 | 0.02% | 28,912 | 5,128 | 21.6% | $24.58万 | 加仓 |
| AUSF | GLOBAL X ADAPTIVE U.S. FACTOR ETF | $138.29万 | 0.02% | 28,303 | -424 | -1.5% | -$2.07万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $138.07万 | 0.02% | 13,346 | 236 | 1.8% | $2.44万 | 加仓 |
| PSX | PHILLIPS 66 COM | $137.89万 | 0.02% | 8,157 | -2,198 | -21.2% | -$37.16万 | 减仓 |
| FLRT | PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF | $137.58万 | 0.02% | 29,504 | 3,196 | 12.1% | $14.90万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $137.54万 | 0.02% | 3,188 | 61 | 2.0% | $2.63万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $137.23万 | 0.02% | 44,127 | 5,341 | 13.8% | $16.61万 | 加仓 |
| EMHC | STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | $137.18万 | 0.02% | 53,921 | 7,570 | 16.3% | $19.26万 | 加仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $136.77万 | 0.02% | 26,902 | 545 | 2.1% | $2.77万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS COM | $136.51万 | 0.02% | 93,887 | 455 | 0.5% | $6,616 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF | $136.42万 | 0.02% | 38,305 | -2,730 | -6.7% | -$9.72万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $136.36万 | 0.02% | 3,429 | -131 | -3.7% | -$5.21万 | 减仓 |
| FXN | FIRST TRUST ENERGY ALPHADEX FUND | $136.22万 | 0.02% | 67,337 | 47,505 | 239.5% | $96.10万 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - OCTOBER | $134.72万 | 0.02% | 59,849 | -2,814 | -4.5% | -$6.33万 | 减仓 |
| ALAB | ASTERA LABS INC COM | $134.62万 | 0.02% | 2,787 | -115 | -4.0% | -$5.55万 | 减仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $134.59万 | 0.02% | 26,390 | -933 | -3.4% | -$4.76万 | 减仓 |
| SPGP | INVESCO S&P 500 GARP ETF | $134.39万 | 0.02% | 10,989 | -601 | -5.2% | -$7.35万 | 减仓 |
| XYL | XYLEM INC COM | $134.29万 | 0.02% | 11,360 | 2,075 | 22.3% | $24.53万 | 加仓 |