HARBOUR INVESTMENT MANAGEMENT LLC
EDMONDS WA · SEC CIK 0001275880
$1.84亿2026Q1 申报市值
101持仓数
42.0%前十大占比 · 第一大 6.8%
6 / 4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
VBIL 加仓+$575.72万
VUSB 加仓+$341.26万
JSCP 加仓+$246.27万
JAAA 新建仓+$159.01万
HONEYWELL INTL I 新建仓+$103.11万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$291.43万
COST 减仓-$188.82万
NSC 减仓-$164.71万
AAPL 减仓-$58.47万
IBB 减仓-$53.47万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $1,248.81万 | 6.78% | 33,736 | -7,873 | -18.9% | -$291.43万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,046.29万 | 5.68% | 210,161 | 68,546 | 48.4% | $341.26万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,023.33万 | 5.56% | 10,270 | -1,895 | -15.6% | -$188.82万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $875.15万 | 4.75% | 115,684 | 76,103 | 192.3% | $575.72万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $846.74万 | 4.60% | 167,306 | 4,904 | 3.0% | $24.82万 | 加仓 |
| AAPL | APPLE INC | $772.43万 | 4.19% | 30,436 | -2,304 | -7.0% | -$58.47万 | 减仓 |
| AVGO | BROADCOM INC | $552.46万 | 3.00% | 17,849 | -1,271 | -6.6% | -$39.34万 | 减仓 |
| AMZN | AMAZON COM INC | $534.61万 | 2.90% | 25,669 | -1,892 | -6.9% | -$39.40万 | 减仓 |
| IBB | ISHARES TR | $432.59万 | 2.35% | 25,620 | -3,167 | -11.0% | -$53.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $394.67万 | 2.14% | 8,236 | -899 | -9.8% | -$43.08万 | 减仓 |
| GOOG | ALPHABET INC | $368.79万 | 2.00% | 12,856 | -820 | -6.0% | -$23.52万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $335.12万 | 1.82% | 70,850 | 52,065 | 277.2% | $246.27万 | 加仓 |
| PCAR | PACCAR INC | $314.09万 | 1.71% | 27,194 | -3,695 | -12.0% | -$42.68万 | 减仓 |
| WM | WASTE MGMT INC DEL | $292.20万 | 1.59% | 12,716 | -1,404 | -9.9% | -$32.26万 | 减仓 |
| SBUX | STARBUCKS CORP | $285.21万 | 1.55% | 31,835 | -1,769 | -5.3% | -$15.85万 | 减仓 |
| RTX | RTX CORPORATION | $284.34万 | 1.54% | 14,740 | -1,520 | -9.3% | -$29.32万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $280.49万 | 1.52% | 4,694 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $269.67万 | 1.46% | 7,813 | -775 | -9.0% | -$26.75万 | 减仓 |
| SYK | STRYKER CORPORATION | $262.32万 | 1.42% | 7,962 | -1,376 | -14.7% | -$45.34万 | 减仓 |
| CVX | CHEVRON CORPORATION | $249.59万 | 1.36% | 12,063 | -930 | -7.2% | -$19.24万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $242.48万 | 1.32% | 48,526 | -4,920 | -9.2% | -$24.59万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $240.28万 | 1.30% | 25,870 | -3,060 | -10.6% | -$28.42万 | 减仓 |
| SNA | SNAP ON INC | $224.69万 | 1.22% | 6,186 | -618 | -9.1% | -$22.45万 | 减仓 |
| KO | COCA COLA CO | $204.64万 | 1.11% | 26,722 | -2,235 | -7.7% | -$17.12万 | 减仓 |
| BLK | BLACKROCK INC | $203.21万 | 1.10% | 2,113 | -154 | -6.8% | -$14.81万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $200.48万 | 1.09% | 9,785 | -685 | -6.5% | -$14.03万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $186.19万 | 1.01% | 26,000 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $182.41万 | 0.99% | 17,767 | -1,505 | -7.8% | -$15.45万 | 减仓 |
| NVO | NOVO-NORDISK A S | $181.18万 | 0.98% | 47,720 | -8,760 | -15.5% | -$33.26万 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $177.39万 | 0.96% | 29,529 | -5,455 | -15.6% | -$32.77万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $172.29万 | 0.94% | 5,931 | -600 | -9.2% | -$17.43万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $171.67万 | 0.93% | 11,885 | -734 | -5.8% | -$10.60万 | 减仓 |
| SHEL | SHELL PLC | $169.52万 | 0.92% | 18,228 | -1,625 | -8.2% | -$15.11万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $165.40万 | 0.90% | 59,391 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $159.54万 | 0.87% | 31,295 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $159.01万 | 0.86% | 31,443 | 31,443 | — | $159.01万 | 新建仓 |
| PSX | PHILLIPS 66 | $155.91万 | 0.85% | 8,558 | -930 | -9.8% | -$16.94万 | 减仓 |
| COP | CONOCOPHILLIPS | $154.64万 | 0.84% | 11,715 | -910 | -7.2% | -$12.01万 | 减仓 |
| SGOL | ETFS GOLD TR | $154.16万 | 0.84% | 34,550 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $152.18万 | 0.83% | 9,800 | -615 | -5.9% | -$9.55万 | 减仓 |
| VFH | VANGUARD WORLD FD | $150.87万 | 0.82% | 12,488 | -1,365 | -9.9% | -$16.49万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $141.70万 | 0.77% | 23,364 | -1,629 | -6.5% | -$9.88万 | 减仓 |
| V | VISA INC | $141.39万 | 0.77% | 4,678 | -125 | -2.6% | -$3.78万 | 减仓 |
| DHR | DANAHER CORP DEL | $132.30万 | 0.72% | 6,963 | -390 | -5.3% | -$7.41万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $124.57万 | 0.68% | 8,720 | -940 | -9.7% | -$13.43万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $124.45万 | 0.68% | 24,945 | 0 | 0.0% | — | 不变 |
| VGUS | VANGUARD INSTL INDEX FD | $124.45万 | 0.68% | 16,448 | 11,118 | 208.6% | $84.12万 | 重新持有 |
| INTC | INTEL CORP | $120.90万 | 0.66% | 27,397 | -2,175 | -7.4% | -$9.60万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $112.52万 | 0.61% | 11,437 | -545 | -4.5% | -$5.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $105.10万 | 0.57% | 6,026 | -504 | -7.7% | -$8.79万 | 减仓 |
| — | HONEYWELL INTL INC | $103.11万 | 0.56% | 4,562 | 4,562 | — | $103.11万 | 新建仓 |
| CSCO | CISCO SYS INC | $102.42万 | 0.56% | 13,200 | -4,050 | -23.5% | -$31.42万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $99.93万 | 0.54% | 10,225 | -1,130 | -10.0% | -$11.04万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $98.55万 | 0.54% | 8,921 | -840 | -8.6% | -$9.28万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $94.79万 | 0.51% | 11,122 | -1,090 | -8.9% | -$9.29万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $92.43万 | 0.50% | 3,416 | 79 | 2.4% | $2.14万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $90.91万 | 0.49% | 36,731 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $83.01万 | 0.45% | 8,613 | -768 | -8.2% | -$7.40万 | 减仓 |
| GLD | SPDR GOLD TR | $82.06万 | 0.45% | 1,907 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $79.57万 | 0.43% | 15,930 | 15,930 | — | $79.57万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $77.40万 | 0.42% | 2,697 | -5,739 | -68.0% | -$164.71万 | 减仓 |
| — | EXXON MOBIL CORP | $73.06万 | 0.40% | 4,306 | -1,670 | -27.9% | -$28.33万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.39% | 1 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $70.79万 | 0.38% | 6,115 | -815 | -11.8% | -$9.44万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $68.66万 | 0.37% | 4,367 | -645 | -12.9% | -$10.14万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $66.75万 | 0.36% | 26,034 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $66.71万 | 0.36% | 2,729 | -334 | -10.9% | -$8.16万 | 减仓 |
| SAP | SAP SE | $66.12万 | 0.36% | 3,862 | -395 | -9.3% | -$6.76万 | 减仓 |
| GOOGL | ALPHABET INC | $63.29万 | 0.34% | 2,201 | -10 | -0.5% | -$2,876 | 减仓 |
| PFE | PFIZER INC | $63.07万 | 0.34% | 22,460 | -3,525 | -13.6% | -$9.90万 | 减仓 |
| IVV | ISHARES TR | $61.47万 | 0.33% | 941 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $60.49万 | 0.33% | 15,248 | -1,625 | -9.6% | -$6.45万 | 减仓 |
| TTE | TOTALENERGIES SE | $59.40万 | 0.32% | 6,459 | -475 | -6.9% | -$4.37万 | 减仓 |
| MUB | ISHARES TR | $57.00万 | 0.31% | 5,370 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $55.13万 | 0.30% | 7,887 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $54.75万 | 0.30% | 8,544 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $51.20万 | 0.28% | 29,700 | -3,014 | -9.2% | -$5.20万 | 减仓 |
| VB | VANGUARD INDEX FDS | $51.13万 | 0.28% | 1,952 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $50.65万 | 0.28% | 819 | -14 | -1.7% | -$8,658 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $50.48万 | 0.27% | 11,004 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $47.59万 | 0.26% | 4,950 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $46.49万 | 0.25% | 3,361 | 0 | 0.0% | — | 不变 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $45.76万 | 0.25% | 9,214 | 118 | 1.3% | $5,861 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $43.98万 | 0.24% | 1,495 | 150 | 11.2% | $4.41万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $40.21万 | 0.22% | 12,400 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $37.66万 | 0.20% | 12,164 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $37.50万 | 0.20% | 9,190 | -264 | -2.8% | -$1.08万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $36.89万 | 0.20% | 7,539 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $36.86万 | 0.20% | 2,960 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $36.64万 | 0.20% | 8,975 | -20 | -0.2% | -$817 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $28.14万 | 0.15% | 2,571 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.13万 | 0.15% | 416 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $25.77万 | 0.14% | 590 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $25.58万 | 0.14% | 3,314 | 3,314 | — | $25.58万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $22.11万 | 0.12% | 1,625 | -335 | -17.1% | -$4.56万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $21.95万 | 0.12% | 7,547 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $21.66万 | 0.12% | 2,653 | 1 | 0.0% | $82 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.64万 | 0.11% | 609 | 609 | — | $20.64万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $20.20万 | 0.11% | 4,402 | 4,402 | — | $20.20万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $20.05万 | 0.11% | 347 | -47 | -11.9% | -$2.72万 | 减仓 |