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 |
|---|---|---|---|---|---|---|---|---|
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $118.99万 | 0.02% | 13,522 | 6,624 | 96.0% | $58.29万 | 加仓 |
| FR | FIRST INDL RLTY TR INC COM | $118.61万 | 0.02% | 20,503 | -275 | -1.3% | -$1.59万 | 减仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $118.07万 | 0.02% | 60,455 | 20,077 | 49.7% | $39.21万 | 加仓 |
| — | COHEN & STEERS SELECT PFD & IN COM | $118.05万 | 0.02% | 60,881 | 16,250 | 36.4% | $31.51万 | 加仓 |
| — | INVESCO ESG NASDAQ 100 ETF | $117.17万 | 0.02% | 29,621 | 1,870 | 6.7% | $7.40万 | 加仓 |
| PTNQ | PACER TRENDPILOT 100 ETF | $117.12万 | 0.02% | 16,052 | 2,912 | 22.2% | $21.25万 | 加仓 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $116.96万 | 0.02% | 17,155 | -253 | -1.5% | -$1.72万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $115.82万 | 0.02% | 5,627 | -105,969 | -95.0% | -$2,181.17万 | 减仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $115.37万 | 0.02% | 67,904 | -2,263 | -3.2% | -$3.84万 | 减仓 |
| FISV | FISERV INC COM | $114.96万 | 0.02% | 20,602 | 8,674 | 72.7% | $48.40万 | 加仓 |
| EMHC | STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | $114.95万 | 0.02% | 46,351 | 8,406 | 22.2% | $20.85万 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $114.78万 | 0.02% | 12,136 | 10,578 | 678.9% | $100.05万 | 加仓 |
| FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | $114.69万 | 0.02% | 42,166 | 34,689 | 463.9% | $94.35万 | 加仓 |
| JPME | JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | $114.58万 | 0.02% | 10,004 | 2,985 | 42.5% | $34.19万 | 加仓 |
| STLD | STEEL DYNAMICS INC COM | $114.26万 | 0.02% | 6,347 | -608 | -8.7% | -$10.94万 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR OCTOBER | $112.48万 | 0.02% | 42,051 | -15,155 | -26.5% | -$40.54万 | 减仓 |
| PATN | PACER NASDAQ INTERNATIONAL PATENT LEADERS ETF | $112.46万 | 0.02% | 39,580 | 38,530 | 3,669.5% | $109.48万 | 加仓 |
| — | COLUMBIA INTERNATIONAL EQUITY INCOME ETF | $111.60万 | 0.02% | 28,586 | 28,571 | 190,473.3% | $111.55万 | 加仓 |
| FIW | FIRST TRUST WATER ETF | $111.00万 | 0.02% | 10,763 | 1,118 | 11.6% | $11.53万 | 加仓 |
| XYL | XYLEM INC COM | $110.96万 | 0.02% | 9,285 | 626 | 7.2% | $7.48万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $110.95万 | 0.02% | 6,742 | 2,215 | 48.9% | $36.45万 | 加仓 |
| INTU | INTUIT COM | $110.83万 | 0.02% | 2,563 | 465 | 22.2% | $20.11万 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $110.68万 | 0.02% | 23,823 | 20,698 | 662.3% | $96.16万 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $110.52万 | 0.02% | 6,329 | 2,491 | 64.9% | $43.50万 | 加仓 |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $110.40万 | 0.02% | 21,320 | -5,319 | -20.0% | -$27.54万 | 减仓 |
| THO | THOR INDS INC COM | $110.37万 | 0.02% | 13,815 | 13,757 | 23,719.0% | $109.91万 | 加仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $110.32万 | 0.02% | 10,952 | 3,370 | 44.4% | $33.95万 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $110.24万 | 0.02% | 20,886 | 19,870 | 1,955.7% | $104.87万 | 加仓 |
| — | NEUBERGER HIGH YIELD ST FD INC COM | $109.71万 | 0.02% | 169,301 | 59,659 | 54.4% | $38.66万 | 加仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $109.69万 | 0.02% | 30,283 | -47,050 | -60.8% | -$170.42万 | 减仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $109.14万 | 0.02% | 13,856 | 2,204 | 18.9% | $17.36万 | 加仓 |
| WELL | WELLTOWER INC COM | $108.67万 | 0.02% | 5,496 | 1,487 | 37.1% | $29.40万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $108.02万 | 0.02% | 38,786 | 17,759 | 84.5% | $49.46万 | 加仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $107.92万 | 0.02% | 23,719 | 797 | 3.5% | $3.63万 | 加仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $107.89万 | 0.02% | 15,116 | -14,718 | -49.3% | -$105.05万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $107.66万 | 0.02% | 28,770 | 11,010 | 62.0% | $41.20万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $106.12万 | 0.02% | 8,093 | -107 | -1.3% | -$1.40万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $106.01万 | 0.02% | 3,332 | 2,151 | 182.1% | $68.44万 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $105.91万 | 0.02% | 45,427 | 10,630 | 30.5% | $24.78万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $105.74万 | 0.02% | 4,220 | -2,091 | -33.1% | -$52.40万 | 减仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $105.61万 | 0.02% | 8,798 | 2,473 | 39.1% | $29.69万 | 加仓 |
| RY | ROYAL BK CDA COM | $105.13万 | 0.02% | 6,498 | 3,089 | 90.6% | $49.98万 | 加仓 |
| WWD | WOODWARD INC COM | $105.03万 | 0.02% | 2,934 | 863 | 41.7% | $30.89万 | 加仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $104.93万 | 0.02% | 55,226 | 33,423 | 153.3% | $63.50万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $104.49万 | 0.02% | 26,888 | 15,089 | 127.9% | $58.64万 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $104.46万 | 0.02% | 12,302 | 7,144 | 138.5% | $60.66万 | 加仓 |
| MSIF | MSC INCOME FUND INC COM | $103.71万 | 0.02% | 85,144 | 39,270 | 85.6% | $47.83万 | 加仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $103.25万 | 0.02% | 14,393 | -656 | -4.4% | -$4.71万 | 减仓 |
| EXC | EXELON CORP COM | $102.97万 | 0.02% | 21,005 | 9,824 | 87.9% | $48.16万 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $102.77万 | 0.02% | 8,907 | 6,400 | 255.3% | $73.84万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $102.46万 | 0.02% | 3,936 | 883 | 28.9% | $22.99万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $102.26万 | 0.02% | 8,073 | 7,178 | 802.0% | $90.92万 | 加仓 |
| JULW | ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF | $102.23万 | 0.02% | 26,339 | -12,553 | -32.3% | -$48.72万 | 减仓 |
| — | ISHARES ETHEREUM TRUST ETF | $101.53万 | 0.02% | 64,136 | 55,330 | 628.3% | $87.59万 | 加仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $101.41万 | 0.02% | 31,540 | 31,540 | — | $101.41万 | 新建仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $101.19万 | 0.02% | 19,906 | 12,239 | 159.6% | $62.22万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $100.90万 | 0.02% | 64,475 | 43,728 | 210.8% | $68.43万 | 加仓 |
| PAUG | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $100.50万 | 0.02% | 23,526 | 10,038 | 74.4% | $42.88万 | 加仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $100.41万 | 0.02% | 30,960 | 5,684 | 22.5% | $18.43万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $100.36万 | 0.02% | 80,225 | 80,225 | — | $100.36万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $100.31万 | 0.02% | 3,426 | 607 | 21.5% | $17.77万 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $99.42万 | 0.02% | 10,657 | 6,948 | 187.3% | $64.82万 | 加仓 |
| SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $99.37万 | 0.02% | 44,719 | 28,243 | 171.4% | $62.76万 | 加仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $99.18万 | 0.02% | 22,010 | -5,292 | -19.4% | -$23.85万 | 减仓 |
| — | RLJ LODGING TR CUM CONV PFD A | $98.60万 | 0.02% | 40,911 | 40,911 | — | $98.60万 | 新建仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | $98.59万 | 0.02% | 57,589 | 1,681 | 3.0% | $2.88万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $98.46万 | 0.02% | 9,781 | 4,644 | 90.4% | $46.75万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF | $98.23万 | 0.02% | 30,555 | -4,613 | -13.1% | -$14.83万 | 减仓 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $97.72万 | 0.02% | 19,780 | 1,237 | 6.7% | $6.11万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS COM | $97.64万 | 0.02% | 98,926 | 72,981 | 281.3% | $72.03万 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $97.51万 | 0.02% | 4,726 | 856 | 22.1% | $17.66万 | 加仓 |
| — | FT VEST US EQUITY MAX BUFFER ETF-FEBRUARY | $97.24万 | 0.02% | 32,071 | 4,456 | 16.1% | $13.51万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $97.02万 | 0.01% | 29,445 | 850 | 3.0% | $2.80万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $96.68万 | 0.01% | 10,287 | 2,537 | 32.7% | $23.84万 | 加仓 |
| VST | VISTRA CORP COM | $96.62万 | 0.01% | 6,427 | 3,231 | 101.1% | $48.57万 | 加仓 |
| MP | MP MATERIALS CORP COM CL A | $96.51万 | 0.01% | 20,023 | 18,293 | 1,057.4% | $88.18万 | 加仓 |
| — | FIRST TRUST CONSUMER STAPLES ALPHADEX FUND | $96.30万 | 0.01% | 15,112 | -1,547 | -9.3% | -$9.86万 | 减仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $96.04万 | 0.01% | 6,045 | 3,088 | 104.4% | $49.06万 | 加仓 |
| BIZD | VANECK BDC INCOME ETF | $95.25万 | 0.01% | 74,415 | 23,065 | 44.9% | $29.52万 | 加仓 |
| CVLC | CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF | $94.96万 | 0.01% | 11,861 | 2,010 | 20.4% | $16.09万 | 加仓 |
| QFLR | INNOVATOR NASDAQ-100 MANAGED FLOOR ETF | $94.59万 | 0.01% | 28,406 | -72,801 | -71.9% | -$242.43万 | 减仓 |
| BIBL | INSPIRE 100 ETF | $94.55万 | 0.01% | 20,053 | 11,367 | 130.9% | $53.60万 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $94.29万 | 0.01% | 10,367 | -80 | -0.8% | -$7,276 | 减仓 |
| — | STRATEGY SHARES NASDAQ 7HANDL INDEX ETF | $94.18万 | 0.01% | 43,124 | 4,350 | 11.2% | $9.50万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $94.16万 | 0.01% | 13,110 | 7,519 | 134.5% | $54.00万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $94.01万 | 0.01% | 7,757 | 2,760 | 55.2% | $33.45万 | 加仓 |
| FIGB | FIDELITY INVESTMENT GRADE BOND ETF | $93.99万 | 0.01% | 21,837 | 7,553 | 52.9% | $32.51万 | 加仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $93.87万 | 0.01% | 37,867 | 27,578 | 268.0% | $68.37万 | 加仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $93.71万 | 0.01% | 36,775 | 24,902 | 209.7% | $63.45万 | 加仓 |
| FHEQ | FIDELITY HEDGED EQUITY ETF | $93.69万 | 0.01% | 31,847 | 31,847 | — | $93.69万 | 新建仓 |
| GJAN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN | $93.68万 | 0.01% | 22,352 | 16,802 | 302.7% | $70.42万 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - OCTOBER | $93.63万 | 0.01% | 25,123 | 17,250 | 219.1% | $64.29万 | 加仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $93.35万 | 0.01% | 27,019 | 18,510 | 217.5% | $63.95万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION COM | $93.35万 | 0.01% | 4,985 | 4,896 | 5,501.1% | $91.68万 | 加仓 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $93.18万 | 0.01% | 49,932 | 9,497 | 23.5% | $17.72万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $93.07万 | 0.01% | 11,832 | 1,372 | 13.1% | $10.79万 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $92.65万 | 0.01% | 16,984 | -19,362 | -53.3% | -$105.62万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $92.57万 | 0.01% | 8,178 | 4,769 | 139.9% | $53.98万 | 加仓 |
| KLAC | KLA CORP COM NEW | $91.85万 | 0.01% | 623 | 127 | 25.6% | $18.72万 | 加仓 |
| FLQM | FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $91.57万 | 0.01% | 16,669 | 584 | 3.6% | $3.21万 | 加仓 |