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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | $2.85亿 | 3.84% | 414,994 | 19,820 | 5.0% | $1,361.26万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $2.16亿 | 2.91% | 293,296 | 15,080 | 5.4% | $1,110.49万 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $1.73亿 | 2.33% | 4,017,829 | 187,438 | 4.9% | $808.61万 | 加仓 |
| AAPL | APPLE INC COM | $1.31亿 | 1.77% | 453,496 | -6,141 | -1.3% | -$177.70万 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $1.14亿 | 1.54% | 1,181,713 | 33,854 | 2.9% | $326.66万 | 加仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $1.04亿 | 1.41% | 4,197,950 | 77,065 | 1.9% | $191.74万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $9,913.45万 | 1.33% | 132,375 | 8,913 | 7.2% | $667.49万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $9,838.43万 | 1.32% | 1,275,896 | 18,243 | 1.5% | $140.67万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $9,811.33万 | 1.32% | 2,685,827 | 69,535 | 2.7% | $254.01万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $7,667.83万 | 1.03% | 102,680 | 5,454 | 5.6% | $407.29万 | 加仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $7,609.72万 | 1.02% | 3,413,963 | 195,967 | 6.1% | $436.81万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $7,397.93万 | 1.00% | 912,649 | 25,422 | 2.9% | $206.07万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $7,254.53万 | 0.98% | 527,487 | -5,326 | -1.0% | -$73.25万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $6,900.60万 | 0.93% | 785,230 | 43,654 | 5.9% | $383.63万 | 加仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $6,617.42万 | 0.89% | 768,216 | 40,206 | 5.5% | $346.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $6,559.55万 | 0.88% | 327,830 | -2,661 | -0.8% | -$53.24万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $6,514.22万 | 0.88% | 2,054,311 | 128,838 | 6.7% | $408.55万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $6,279.89万 | 0.85% | 276,574 | -6,039 | -2.1% | -$137.12万 | 减仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $6,017.26万 | 0.81% | 162,611 | 1,771 | 1.1% | $65.53万 | 加仓 |
| FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | $5,992.30万 | 0.81% | 2,873,314 | 98,941 | 3.6% | $206.34万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $5,667.10万 | 0.76% | 386,463 | -798 | -0.2% | -$11.70万 | 减仓 |
| ABBV | ABBVIE INC COM | $5,577.90万 | 0.75% | 221,662 | -6,363 | -2.8% | -$160.12万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $5,443.51万 | 0.73% | 764,009 | 91,521 | 13.6% | $652.08万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $5,355.84万 | 0.72% | 1,819,857 | 38,293 | 2.1% | $112.70万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $5,351.16万 | 0.72% | 1,085,868 | 2,499 | 0.2% | $12.32万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $5,259.95万 | 0.71% | 1,275,139 | 476 | 0.0% | $1.96万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $5,237.02万 | 0.71% | 587,109 | 43,582 | 8.0% | $388.75万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $4,898.20万 | 0.66% | 131,312 | 9,269 | 7.6% | $345.75万 | 加仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $4,760.35万 | 0.64% | 1,140,749 | 45,097 | 4.1% | $188.19万 | 加仓 |
| AMZN | AMAZON COM INC COM | $4,417.16万 | 0.59% | 185,330 | -3,256 | -1.7% | -$77.60万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $4,372.41万 | 0.59% | 184,786 | 1,485 | 0.8% | $35.14万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $4,366.79万 | 0.59% | 925,166 | 50,758 | 5.8% | $239.58万 | 加仓 |
| — | LIBERTY ONE SPECTRUM ETF | $4,320.17万 | 0.58% | 1,594,641 | 1,594,641 | — | $4,320.17万 | 新建仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $4,105.70万 | 0.55% | 343,516 | -3,460 | -1.0% | -$41.35万 | 减仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $4,103.23万 | 0.55% | 436,885 | -2,817 | -0.6% | -$26.46万 | 减仓 |
| — | LIBERTY ONE TACTICAL INCOME ETF | $4,060.46万 | 0.55% | 1,560,574 | 125,018 | 8.7% | $325.28万 | 加仓 |
| CAT | CATERPILLAR INC COM | $4,044.12万 | 0.54% | 37,977 | 509 | 1.4% | $54.20万 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $4,022.34万 | 0.54% | 301,864 | 36,797 | 13.9% | $490.32万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $3,856.16万 | 0.52% | 1,015,848 | 45,206 | 4.7% | $171.60万 | 加仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $3,607.70万 | 0.49% | 930,059 | 63,428 | 7.3% | $246.04万 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $3,578.69万 | 0.48% | 718,902 | -11,718 | -1.6% | -$58.33万 | 减仓 |
| FBND | FIDELITY TOTAL BOND ETF | $3,557.16万 | 0.48% | 781,949 | 17,961 | 2.4% | $81.71万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $3,369.69万 | 0.45% | 1,163,565 | 45,188 | 4.0% | $130.86万 | 加仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $3,331.08万 | 0.45% | 460,857 | -8,410 | -1.8% | -$60.79万 | 减仓 |
| LLY | ELI LILLY & CO COM | $3,320.43万 | 0.45% | 27,683 | 182 | 0.7% | $21.83万 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $3,186.66万 | 0.43% | 595,638 | -10,615 | -1.8% | -$56.79万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $3,049.85万 | 0.41% | 490,316 | 4,273 | 0.9% | $26.58万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $2,922.32万 | 0.39% | 603,409 | 15,265 | 2.6% | $73.93万 | 加仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $2,864.02万 | 0.39% | 974,155 | 39,344 | 4.2% | $115.67万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $2,840.58万 | 0.38% | 24,609 | -3,033 | -11.0% | -$350.09万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $2,800.85万 | 0.38% | 327,624 | 12,972 | 4.1% | $110.90万 | 加仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $2,775.05万 | 0.37% | 127,337 | 6,430 | 5.3% | $140.13万 | 加仓 |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | $2,708.76万 | 0.36% | 911,428 | 53,741 | 6.3% | $159.72万 | 加仓 |
| GLD | SPDR GOLD SHARES | $2,645.85万 | 0.36% | 71,824 | 4,576 | 6.8% | $168.57万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $2,533.02万 | 0.34% | 119,050 | -59 | -0.0% | -$1.26万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2,485.14万 | 0.33% | 734,379 | 30,544 | 4.3% | $103.36万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,356.59万 | 0.32% | 65,943 | -2,183 | -3.2% | -$78.01万 | 减仓 |
| MGV | VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | $2,341.91万 | 0.32% | 143,280 | 441 | 0.3% | $7.21万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $2,291.42万 | 0.31% | 231,503 | -2,889 | -1.2% | -$28.60万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $2,261.33万 | 0.30% | 447,169 | 8,606 | 2.0% | $43.52万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $2,254.08万 | 0.30% | 223,597 | 6,198 | 2.9% | $62.48万 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $2,219.81万 | 0.30% | 456,188 | 11,105 | 2.5% | $54.04万 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $2,219.10万 | 0.30% | 460,586 | -34,569 | -7.0% | -$166.55万 | 减仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $2,181.05万 | 0.29% | 516,715 | 30,234 | 6.2% | $127.62万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2,160.20万 | 0.29% | 71,110 | -898 | -1.2% | -$27.28万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2,148.12万 | 0.29% | 359,880 | 17,188 | 5.0% | $102.60万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $2,137.79万 | 0.29% | 480,619 | 21,709 | 4.7% | $96.56万 | 加仓 |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $2,100.59万 | 0.28% | 491,712 | 20,132 | 4.3% | $86.00万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $2,064.43万 | 0.28% | 63,069 | -1,348 | -2.1% | -$44.12万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $2,060.44万 | 0.28% | 31,414 | -133 | -0.4% | -$8.72万 | 减仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $2,053.51万 | 0.28% | 485,120 | 47,272 | 10.8% | $200.10万 | 加仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $2,039.50万 | 0.27% | 159,636 | 6,803 | 4.5% | $86.91万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2,022.27万 | 0.27% | 34,812 | -2,927 | -7.8% | -$170.03万 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1,986.55万 | 0.27% | 220,483 | 12,174 | 5.8% | $109.69万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1,970.62万 | 0.27% | 239,327 | 14,639 | 6.5% | $120.54万 | 加仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $1,853.53万 | 0.25% | 230,052 | -9,800 | -4.1% | -$78.96万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1,837.67万 | 0.25% | 315,750 | 11,559 | 3.8% | $67.27万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $1,834.76万 | 0.25% | 324,851 | 5,789 | 1.8% | $32.70万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $1,831.32万 | 0.25% | 231,725 | 49,318 | 27.0% | $389.76万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $1,828.56万 | 0.25% | 396,222 | 38,244 | 10.7% | $176.50万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,777.32万 | 0.24% | 69,981 | -9,719 | -12.2% | -$246.83万 | 减仓 |
| AVGO | BROADCOM INC COM | $1,724.78万 | 0.23% | 45,659 | -3,711 | -7.5% | -$140.18万 | 减仓 |
| ESN | ESSENTIAL 40 STOCK ETF | $1,709.03万 | 0.23% | 859,522 | 132,429 | 18.2% | $263.32万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $1,691.16万 | 0.23% | 186,374 | -6,227 | -3.2% | -$56.50万 | 减仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $1,684.09万 | 0.23% | 281,951 | -898 | -0.3% | -$5.36万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,682.50万 | 0.23% | 33,624 | 77 | 0.2% | $3.85万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,682.23万 | 0.23% | 113,426 | -7,378 | -6.1% | -$109.42万 | 减仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $1,679.42万 | 0.23% | 102,610 | 5,615 | 5.8% | $91.90万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $1,608.09万 | 0.22% | 101,759 | 1,300 | 1.3% | $20.54万 | 加仓 |
| TSLA | TESLA INC COM | $1,605.89万 | 0.22% | 38,181 | -29 | -0.1% | -$1.22万 | 减仓 |
| DE | DEERE & CO COM | $1,568.41万 | 0.21% | 24,725 | -466 | -1.8% | -$29.56万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $1,564.55万 | 0.21% | 114,436 | 114,436 | — | $1,564.55万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1,550.15万 | 0.21% | 16,571 | -137 | -0.8% | -$12.82万 | 减仓 |
| — | Q3 ALL-SEASON TACTICAL ADVANTAGE ETF | $1,528.77万 | 0.21% | 600,798 | -141,422 | -19.1% | -$359.86万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1,525.12万 | 0.21% | 80,050 | 5,004 | 6.7% | $95.34万 | 加仓 |
| BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | $1,516.74万 | 0.20% | 386,233 | 8,515 | 2.3% | $33.44万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $1,513.74万 | 0.20% | 93,707 | 4,593 | 5.2% | $74.20万 | 加仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $1,451.71万 | 0.20% | 423,609 | -6,708 | -1.6% | -$22.99万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1,422.34万 | 0.19% | 193,753 | 2,259 | 1.2% | $16.58万 | 加仓 |
| WMT | WALMART INC COM | $1,421.16万 | 0.19% | 125,477 | -430 | -0.3% | -$4.87万 | 减仓 |