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
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF $91.47万0.01%7,866 81611.6% $9.49万 加仓
CVIE CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF $90.64万0.01%12,469 1,15010.2% $8.36万 加仓
— FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER $90.61万0.01%23,458 7,58047.7% $29.28万 加仓
FANG DIAMONDBACK ENERGY INC COM $90.35万0.01%4,566 3,763468.6% $74.46万 加仓
IYF ISHARES U.S. FINANCIALS ETF $90.33万0.01%7,677 -417-5.2% -$4.91万 减仓
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF $90.30万0.01%31,506 16,274106.8% $46.64万 加仓
— WISDOMTREE EUROPEAN OPPORTUNITIES FUND $89.93万0.01%16,744 16,0772,410.3% $86.35万 加仓
HRL HORMEL FOODS CORP COM $89.31万0.01%39,432 7,42623.2% $16.82万 加仓
FELV FIDELITY ENHANCED LARGE CAP VALUE ETF $88.75万0.01%25,423 6,51134.4% $22.73万 加仓
CSX CSX CORP COM $88.60万0.01%21,586 11,713118.6% $48.08万 加仓
— FIRST TRUST MULTI CAP VALUE ALPHADEX FUND $88.25万0.01%9,333 2,19130.7% $20.72万 加仓
GSAT GLOBALSTAR INC COM NEW $87.87万0.01%13,229 13,21382,581.2% $87.76万 加仓
ACWX ISHARES MSCI ACWI EX U.S. ETF $87.61万0.01%12,796 12,78185,206.7% $87.51万 加仓
NXTG FIRST TRUST INDXX NEXTG ETF $87.46万0.01%7,814 5988.3% $6.69万 加仓
FTQI FIRST TRUST NASDAQ BUYWRITE INCOME ETF $87.42万0.01%43,884 21,66097.5% $43.15万 加仓
NVO NOVO-NORDISK A S ADR $87.41万0.01%23,784 17,280265.7% $63.50万 加仓
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF $87.20万0.01%18,890 -9,817-34.2% -$45.32万 减仓
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF $86.79万0.01%17,909 1881.1% $9,111 加仓
DPZ DOMINOS PIZZA INC COM $86.79万0.01%2,418 -129-5.1% -$4.63万 减仓
COR CENCORA INC COM $86.71万0.01%2,760 1,431107.7% $44.96万 加仓
VFMO VANGUARD U.S. MOMENTUM FACTOR ETF $86.61万0.01%4,394 1583.7% $3.11万 加仓
ARKK ARK INNOVATION ETF $86.44万0.01%12,788 6,16393.0% $41.66万 加仓
TBLL INVESCO SHORT TERM TREASURY ETF $85.82万0.01%8,131 7,9554,519.9% $83.97万 加仓
FTNT FORTINET INC COM $85.80万0.01%10,499 9,179695.4% $75.01万 加仓
— FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY $85.45万0.01%35,978 13,23058.2% $31.42万 加仓
CAIE CALAMOS AUTOCALLABLE INCOME ETF $85.24万0.01%33,906 -63,911-65.3% -$160.68万 减仓
DFSE DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF $85.22万0.01%20,113 11,864143.8% $50.27万 加仓
STWD STARWOOD PPTY TR INC COM $85.19万0.01%49,469 49,37552,526.6% $85.02万 加仓
AJG GALLAGHER ARTHUR J & CO COM $84.47万0.01%3,900 2,600200.0% $56.32万 加仓
BSMT INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF $83.91万0.01%36,443 5,54617.9% $12.77万 加仓
SNA SNAP ON INC COM $83.86万0.01%2,308 1,834386.9% $66.64万 加仓
QSPT FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER $83.70万0.01%27,338 -18,142-39.9% -$55.54万 减仓
ADP AUTOMATIC DATA PROCESSING INC COM $83.42万0.01%4,105 2,087103.4% $42.41万 加仓
— FIRST TRUST MULTI-MANAGER LARGE GROWTH ETF $83.27万0.01%26,562 -1,094-4.0% -$3.43万 减仓
IWO ISHARES RUSSELL 2000 GROWTH ETF $83.12万0.01%2,651 -53-2.0% -$1.66万 减仓
TPIF TIMOTHY PLAN INTERNATIONAL ETF $83.00万0.01%23,061 14,782178.5% $53.20万 加仓
JAJL INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL $82.80万0.01%28,484 4,53919.0% $13.19万 加仓
— FRANKLIN FTSE BRAZIL ETF $82.62万0.01%34,584 33,7133,870.6% $80.54万 加仓
TEL TE CONNECTIVITY PLC ORD SHS $82.24万0.01%3,934 2,741229.8% $57.30万 加仓
ARKB ARK 21SHARES BITCOIN ETF $82.04万0.01%36,476 36,476— $82.04万 新建仓
PAAA PGIM AAA CLO ETF $81.89万0.01%16,000 1,76112.4% $9.01万 加仓
PYPL PAYPAL HLDGS INC COM $81.71万0.01%18,065 12,449221.7% $56.31万 加仓
BBJP JPMORGAN BETABUILDERS JAPAN ETF $81.71万0.01%11,856 4113.6% $2.83万 加仓
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF $81.48万0.01%48,736 9,72024.9% $16.25万 加仓
HFRO HIGHLAND OPPS & INCOME FD HIGHLAND INCOME $81.22万0.01%142,243 142,243— $81.22万 新建仓
ANET ARISTA NETWORKS INC COM SHS $80.87万0.01%6,586 4,067161.5% $49.94万 加仓
FAPR FT VEST U.S. EQUITY BUFFER ETF - APRIL $80.84万0.01%18,002 -2,034-10.2% -$9.13万 减仓
MRVL MARVELL TECHNOLOGY INC COM $80.54万0.01%8,132 5,208178.1% $51.58万 加仓
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN $80.47万0.01%36,035 35,74412,283.2% $79.82万 加仓
— FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER $80.41万0.01%30,724 12,30666.8% $32.21万 加仓
— DUPONT DE NEMOURS INC COM $80.35万0.01%17,543 12,700262.2% $58.16万 加仓
— FRANKLIN U.S. SMALL CAP MULTIFACTOR INDEX ETF $80.23万0.01%18,797 5713.1% $2.44万 加仓
SCHE SCHWAB EMERGING MARKETS EQUITY ETF $79.74万0.01%24,199 13,736131.3% $45.26万 加仓
FENY FIDELITY MSCI ENERGY INDEX ETF $79.03万0.01%23,230 8,96562.8% $30.50万 加仓
DHI D R HORTON INC COM $78.91万0.01%5,750 5,3581,366.8% $73.53万 加仓
PAYX PAYCHEX INC COM $78.65万0.01%8,538 3,75778.6% $34.61万 加仓
TBIL F/M US TREASURY 3 MONTH BILL FUND $78.46万0.01%15,736 7,71896.3% $38.48万 加仓
RCL ROYAL CARIBBEAN GROUP COM $78.42万0.01%2,850 1,39595.9% $38.38万 加仓
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY $78.13万0.01%16,936 -2,194-11.5% -$10.12万 减仓
FE FIRSTENERGY CORP COM $78.08万0.01%15,413 5,06849.0% $25.67万 加仓
GVAL CAMBRIA GLOBAL VALUE ETF $77.95万0.01%23,563 23,563— $77.95万 新建仓
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF $77.90万0.01%7,147 3,30185.8% $35.98万 加仓
— WARNER BROS DISCOVERY INC COM SER A $77.57万0.01%28,249 13,34589.5% $36.64万 加仓
LDOS LEIDOS HOLDINGS INC COM $77.49万0.01%4,982 66615.4% $10.36万 加仓
ECL ECOLAB INC COM $77.33万0.01%2,906 1,17167.5% $31.16万 加仓
GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH $77.24万0.01%18,527 12,907229.7% $53.81万 加仓
GSEP FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER $77.20万0.01%20,257 7,89163.8% $30.07万 加仓
SJM SMUCKER J M CO COM NEW $77.11万0.01%7,995 3,34371.9% $32.24万 加仓
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF $77.04万0.01%15,745 7,82398.8% $38.28万 加仓
JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND $76.75万0.01%15,707 15,707— $76.75万 新建仓
JOET VIRTUS TERRANOVA US QUALITY MOMENTUM ETF $76.50万0.01%19,111 6,95357.2% $27.83万 加仓
— CALAMOS BITCOIN STRUCTURED ALT PROTECTION ETF - JANUARY $76.49万0.01%32,211 -3,405-9.6% -$8.09万 减仓
SHY ISHARES 1-3 YEAR TREASURY BOND ETF $75.83万0.01%9,184 6,084196.3% $50.24万 加仓
TFC TRUIST FINL CORP COM $75.73万0.01%16,474 7,37181.0% $33.88万 加仓
FFSM FIDELITY FUNDAMENTAL SMALL-MID CAP ETF $75.60万0.01%23,662 -45-0.2% -$1,438 减仓
DRI DARDEN RESTAURANTS INC COM $75.16万0.01%3,833 92131.6% $18.06万 加仓
AGNC AGNC INVT CORP COM $75.12万0.01%74,891 25,27650.9% $25.35万 加仓
ALB ALBEMARLE CORP COM $74.95万0.01%4,175 2,712185.4% $48.69万 加仓
HWM HOWMET AEROSPACE INC COM $74.80万0.01%3,245 30910.5% $7.12万 加仓
— PGIM MUNICIPAL INCOME OPPORTUNITIES ETF $74.76万0.01%14,805 -925-5.9% -$4.67万 减仓
TIPX STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF $74.64万0.01%38,894 7,01922.0% $13.47万 加仓
— ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF $74.46万0.01%22,042 3,18616.9% $10.76万 加仓
TYG TORTOISE ENERGY INFRSTRCTR CP COM $74.14万0.01%14,871 7,977115.7% $39.77万 加仓
PCEF INVESCO CEF INCOME COMPOSITE ETF $74.13万0.01%39,389 6,62720.2% $12.47万 加仓
QTUM DEFIANCE QUANTUM ETF $73.28万0.01%6,829 1,65331.9% $17.74万 加仓
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN $73.18万0.01%15,335 -4,296-21.9% -$20.50万 减仓
VOOV VANGUARD S&P 500 VALUE ETF $72.97万0.01%3,580 87232.2% $17.77万 加仓
SCCO SOUTHERN COPPER CORP COM $72.55万0.01%4,216 2,943231.2% $50.64万 加仓
— INNOVATOR INTERNATIONAL DEVELOPED 10 BUFFER ETF - QUARTERLY $72.21万0.01%24,462 1,2145.2% $3.58万 加仓
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND $71.85万0.01%18,104 3,17521.3% $12.60万 加仓
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF $71.65万0.01%7,842 5,832290.1% $53.29万 加仓
FSLR FIRST SOLAR INC COM $71.48万0.01%3,623 1,47868.9% $29.16万 加仓
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF $71.45万0.01%32,064 4,58716.7% $10.22万 加仓
SNOW SNOWFLAKE INC COM SHS $71.02万0.01%4,709 82821.3% $12.49万 加仓
CINF CINCINNATI FINL CORP COM $70.90万0.01%4,505 3,495346.0% $55.00万 加仓
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF $70.85万0.01%9,319 90710.8% $6.90万 加仓
TTEK TETRA TECH INC NEW COM $70.73万0.01%23,482 70.0% $211 加仓
SOUN SOUNDHOUND AI INC CLASS A COM $70.67万0.01%102,872 31,74644.6% $21.81万 加仓
SHLD GLOBAL X DEFENSE TECH ETF $70.03万0.01%9,886 2,74838.5% $19.47万 加仓
TSCO TRACTOR SUPPLY CO COM $69.94万0.01%15,440 10,927242.1% $49.50万 加仓