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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | $2.36亿 | 3.64% | 395,174 | -67,113 | -14.5% | -$4,010.35万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1.61亿 | 2.48% | 278,216 | 2,672 | 1.0% | $154.22万 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $1.51亿 | 2.33% | 3,830,391 | 1,114,597 | 41.0% | $4,394.86万 | 加仓 |
| AAPL | APPLE INC COM | $1.17亿 | 1.80% | 459,637 | 188,638 | 69.6% | $4,787.19万 | 加仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $1.02亿 | 1.58% | 4,120,885 | 559,257 | 15.7% | $1,385.28万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $9,249.45万 | 1.43% | 1,147,859 | 374,341 | 48.4% | $3,016.44万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $8,835.22万 | 1.36% | 2,616,292 | 134,350 | 5.4% | $453.70万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $8,492.91万 | 1.31% | 1,257,653 | 3,416 | 0.3% | $23.07万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $8,064.55万 | 1.24% | 123,462 | 37,866 | 44.2% | $2,473.41万 | 加仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $7,189.00万 | 1.11% | 3,217,996 | 398,433 | 14.1% | $890.10万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $6,323.03万 | 0.98% | 97,226 | 11,689 | 13.7% | $760.19万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $6,057.99万 | 0.94% | 887,227 | 308,346 | 53.3% | $2,105.39万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $6,026.65万 | 0.93% | 532,813 | 439,239 | 469.4% | $4,968.23万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $5,967.38万 | 0.92% | 282,613 | 241,897 | 594.1% | $5,107.66万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $5,907.35万 | 0.91% | 1,925,473 | 312,441 | 19.4% | $958.57万 | 加仓 |
| FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | $5,815.09万 | 0.90% | 2,774,373 | 1,781,849 | 179.5% | $3,734.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $5,763.50万 | 0.89% | 330,491 | 75,725 | 29.7% | $1,320.58万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $5,676.03万 | 0.88% | 741,576 | 76,762 | 11.5% | $587.54万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $5,593.60万 | 0.86% | 387,261 | 110,429 | 39.9% | $1,595.04万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $5,299.54万 | 0.82% | 121,335 | 44,085 | 57.1% | $1,925.50万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $5,159.85万 | 0.80% | 160,840 | 53,820 | 50.3% | $1,726.58万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $4,966.09万 | 0.77% | 1,274,663 | 1,265,583 | 13,938.1% | $4,930.71万 | 加仓 |
| ABBV | ABBVIE INC COM | $4,959.32万 | 0.77% | 228,025 | 55,990 | 32.5% | $1,217.73万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $4,611.29万 | 0.71% | 543,527 | 110,899 | 25.6% | $940.87万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $4,608.48万 | 0.71% | 1,083,369 | 331,293 | 44.1% | $1,409.27万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $4,567.41万 | 0.70% | 1,781,564 | 5,892 | 0.3% | $15.11万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $4,517.59万 | 0.70% | 122,043 | 42,248 | 52.9% | $1,563.87万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4,307.48万 | 0.66% | 672,488 | 83,707 | 14.2% | $536.17万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $4,078.68万 | 0.63% | 439,702 | 38,443 | 9.6% | $356.60万 | 加仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $4,027.62万 | 0.62% | 1,095,652 | 488,515 | 80.5% | $1,795.78万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $3,942.07万 | 0.61% | 183,301 | 124,535 | 211.9% | $2,678.25万 | 加仓 |
| AMZN | AMAZON COM INC COM | $3,927.43万 | 0.61% | 188,586 | 50,674 | 36.7% | $1,055.32万 | 加仓 |
| — | LIBERTY ONE TACTICAL INCOME ETF | $3,672.88万 | 0.57% | 1,435,556 | 315,064 | 28.1% | $806.09万 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $3,639.22万 | 0.56% | 730,620 | 201,717 | 38.1% | $1,004.75万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $3,514.25万 | 0.54% | 874,408 | 222,576 | 34.1% | $894.53万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $3,485.26万 | 0.54% | 763,988 | 322,342 | 73.0% | $1,470.50万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $3,339.98万 | 0.52% | 970,642 | 359,126 | 58.7% | $1,235.75万 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $3,259.82万 | 0.50% | 606,253 | 451,157 | 290.9% | $2,425.87万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $3,040.57万 | 0.47% | 486,043 | 98,480 | 25.4% | $616.07万 | 加仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $3,036.68万 | 0.47% | 866,631 | 181,741 | 26.5% | $636.82万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $3,026.22万 | 0.47% | 43,372 | -21,906 | -33.6% | -$1,528.46万 | 减仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $2,936.42万 | 0.45% | 265,067 | 47,270 | 21.7% | $523.66万 | 加仓 |
| GLD | SPDR GOLD SHARES | $2,893.63万 | 0.45% | 67,248 | 7,628 | 12.8% | $328.23万 | 加仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $2,877.55万 | 0.44% | 469,267 | 467,194 | 22,537.1% | $2,864.84万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $2,825.97万 | 0.44% | 588,144 | 148,030 | 33.6% | $711.27万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $2,807.13万 | 0.43% | 1,118,377 | 90,205 | 8.8% | $226.41万 | 加仓 |
| CAT | CATERPILLAR INC COM | $2,654.46万 | 0.41% | 37,468 | 26,766 | 250.1% | $1,896.27万 | 加仓 |
| LLY | ELI LILLY & CO COM | $2,529.47万 | 0.39% | 27,501 | 719 | 2.7% | $66.13万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $2,426.15万 | 0.37% | 314,652 | 54,673 | 21.0% | $421.56万 | 加仓 |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | $2,401.53万 | 0.37% | 857,687 | 215,587 | 33.6% | $603.64万 | 加仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $2,388.44万 | 0.37% | 934,811 | 306,371 | 48.8% | $782.78万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $2,372.00万 | 0.37% | 120,907 | 30,812 | 34.2% | $604.48万 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $2,328.72万 | 0.36% | 495,155 | 51,297 | 11.6% | $241.25万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $2,326.82万 | 0.36% | 234,392 | 162,255 | 224.9% | $1,610.71万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $2,285.95万 | 0.35% | 119,109 | 32,186 | 37.0% | $617.72万 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $2,261.03万 | 0.35% | 445,083 | 101,032 | 29.4% | $513.24万 | 加仓 |
| — | EXXON MOBIL CORP COM | $2,227.61万 | 0.34% | 131,293 | 69,244 | 111.6% | $1,174.84万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $2,219.57万 | 0.34% | 438,563 | 45,255 | 11.5% | $229.04万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $2,186.39万 | 0.34% | 217,399 | -43 | -0.0% | -$4,325 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $2,070.45万 | 0.32% | 142,839 | 4,551 | 3.3% | $65.97万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $2,053.93万 | 0.32% | 486,481 | 208,179 | 74.8% | $878.93万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2,049.21万 | 0.32% | 703,835 | 192,005 | 37.5% | $559.02万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $1,977.44万 | 0.31% | 192,601 | 52,114 | 37.1% | $535.06万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,958.98万 | 0.30% | 68,126 | 12,332 | 22.1% | $354.61万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,948.20万 | 0.30% | 79,700 | 23,472 | 41.7% | $573.75万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,894.88万 | 0.29% | 64,417 | 21,043 | 48.5% | $619.00万 | 加仓 |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $1,877.36万 | 0.29% | 471,580 | 403,566 | 593.4% | $1,606.60万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,851.79万 | 0.29% | 342,692 | 38,714 | 12.7% | $209.20万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $1,808.44万 | 0.28% | 319,062 | 78,512 | 32.6% | $445.01万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1,780.74万 | 0.27% | 304,191 | 53,998 | 21.6% | $316.10万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,779.68万 | 0.27% | 72,008 | 22,199 | 44.6% | $548.65万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $1,763.13万 | 0.27% | 458,910 | -46,329 | -9.2% | -$178.00万 | 减仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $1,756.20万 | 0.27% | 152,833 | 40,752 | 36.4% | $468.28万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $1,722.03万 | 0.27% | 59,963 | 20,181 | 50.7% | $579.56万 | 加仓 |
| — | Q3 ALL-SEASON TACTICAL ADVANTAGE ETF | $1,706.36万 | 0.26% | 742,220 | 741,835 | 192,684.4% | $1,705.48万 | 加仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $1,690.87万 | 0.26% | 282,849 | 55,432 | 24.4% | $331.37万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1,664.88万 | 0.26% | 16,708 | 4,329 | 35.0% | $431.37万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $1,653.50万 | 0.26% | 357,978 | 282,530 | 374.5% | $1,305.01万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,607.59万 | 0.25% | 33,547 | 13,238 | 65.2% | $634.37万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1,598.21万 | 0.25% | 224,688 | 62,582 | 38.6% | $445.15万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1,566.28万 | 0.24% | 208,309 | 53,752 | 34.8% | $404.16万 | 加仓 |
| WMT | WALMART INC COM | $1,564.78万 | 0.24% | 125,907 | 52,396 | 71.3% | $651.18万 | 加仓 |
| MCD | MCDONALDS CORP COM | $1,552.95万 | 0.24% | 49,967 | 14,457 | 40.7% | $449.32万 | 加仓 |
| AVGO | BROADCOM INC COM | $1,527.97万 | 0.24% | 49,370 | 14,978 | 43.6% | $463.56万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,501.70万 | 0.23% | 120,804 | 24,179 | 25.0% | $300.57万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $1,487.80万 | 0.23% | 100,459 | 35,256 | 54.1% | $522.14万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $1,472.06万 | 0.23% | 160,407 | -13,468 | -7.7% | -$123.60万 | 减仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $1,461.10万 | 0.23% | 437,848 | 172,308 | 64.9% | $574.99万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $1,445.94万 | 0.22% | 182,407 | 112,502 | 160.9% | $891.81万 | 加仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $1,440.06万 | 0.22% | 430,317 | -32,037 | -6.9% | -$107.21万 | 减仓 |
| TSLA | TESLA INC COM | $1,420.26万 | 0.22% | 38,210 | 12,829 | 50.5% | $476.85万 | 加仓 |
| DE | DEERE & CO COM | $1,419.02万 | 0.22% | 25,191 | 16,534 | 191.0% | $931.37万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $1,413.61万 | 0.22% | 309,665 | 48,679 | 18.7% | $222.22万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1,410.10万 | 0.22% | 191,494 | -338,989 | -63.9% | -$2,496.21万 | 减仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $1,371.71万 | 0.21% | 96,995 | 2,894 | 3.1% | $40.93万 | 加仓 |
| BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | $1,334.10万 | 0.21% | 377,718 | -3,521 | -0.9% | -$12.44万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $1,307.47万 | 0.20% | 364,196 | 99,452 | 37.6% | $357.03万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $1,304.66万 | 0.20% | 63,057 | 22,431 | 55.2% | $464.10万 | 加仓 |
| ESN | ESSENTIAL 40 STOCK ETF | $1,273.50万 | 0.20% | 727,093 | 106,942 | 17.2% | $187.31万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $1,247.97万 | 0.19% | 57,450 | 38,860 | 209.0% | $844.14万 | 加仓 |