小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
HARBOUR INVESTMENTS, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HARBOUR INVESTMENTS, INC.
报告期 2026-03-31 · CIK 0000810121
持仓数
4,673
前50大市值合计
$2.85B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
21Q4
21Q3
21Q2
21Q1
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 9
增持 68
减持 71
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
CALF
PACER FDS TR
+$64.7M
1,572,188
+7666%
减持
IJR
ISHARES TR
-$55.3M
95,216
-85%
减持
COWZ
PACER FDS TR
-$24.5M
285,176
-65%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
EMXC
ISHARES INC
+$18.8M
381,593
+9267%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$13.8M
685,484
+1562%
减持
ISTB
ISHARES TR
-$12.5M
38,373
-87%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$8.7M
290,360
减持
ARKW
ARK ETF TR
-$7.6M
61
-100%
减持
GJAN
FIRST TR EXCHNG TRADED FD VI
-$6.3M
5,458
-97%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$5.5M
245,566
+846%
增持
AAPL
APPLE INC
-$4.7M
262,630
+3%
减持
QQQ
INVESCO QQQ TR
-$4.1M
271,153
-1%
减持
VXF
VANGUARD INDEX FDS
-$3.8M
1,199
-95%
增持
SPY
SPDR S&P 500 ETF TR
+$3.6M
51,260
+24%
建仓
AUGW
AIM ETF PRODUCTS TRUST
+$3.3M
137,974
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$3.2M
971,279
-2%
减持
VDC
VANGUARD WORLD FDS
-$2.6M
10,521
-55%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$2.6M
164,015
-24%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.5M
17,850
+64%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.1M
99,297
+45%
减持
LDUR
PIMCO ETF TR
-$2.1M
3,656
-86%
增持
FHLC
FIDELITY COVINGTON TRUST
+$2.0M
436,770
+13%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$2.0M
65,395
+440%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$2.0M
30,617
-62%
增持
TUGN
LISTED FD TR
+$2.0M
93,268
+17204%
增持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$2.0M
111,255
+95%
增持
DOCT
FIRST TR EXCHNG TRADED FD VI
+$1.9M
93,537
+148%
减持
GOVT
ISHARES TR
-$1.9M
112,634
-41%
减持
NTRL
FIRST TR EXCH TRADED FD III
-$1.9M
20,517
-82%
减持
IVV
ISHARES TR
-$1.8M
38,715
-7%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$1.7M
11,748
+5631%
减持
SPEU
SPDR INDEX SHS FDS
-$1.7M
426
-99%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$1.6M
276,002
-8%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.5M
405,606
-19%
增持
TFLO
ISHARES TR
+$1.5M
87,288
+53%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.5M
2,084,141
+4%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
-$1.5M
203,690
-16%
减持
PECO
PHILLIPS EDISON & CO INC
-$1.5M
24,125
-64%
减持
VTV
VANGUARD INDEX FDS
-$1.5M
52,771
-14%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.4M
618,510
+13%
增持
BND
VANGUARD BD INDEX FDS
-$1.4M
517,170
+0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.4M
146,788
+58%
增持
XLE
SELECT SECTOR SPDR TR
+$1.4M
56,774
+22%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.4M
472,486
-4%
减持
AFGR
FIRST TR EXCHNG TRADED FD VI
-$1.3M
90,933
-38%
增持
VOO
VANGUARD INDEX FDS
+$1.3M
215,475
+5%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.3M
159,044
+53%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.2M
555,249
-1%
减持
ACWV
ISHARES INC
-$1.2M
15,877
-43%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$1.2M
217,519
+37%
增持
GOOG
ALPHABET INC
+$1.2M
35,190
+24%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$1.2M
36,300
-39%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$1.2M
5,421
-67%
减持
JUNW
AIM ETF PRODUCTS TRUST
-$1.2M
6,691
-87%
增持
—
INNOVATOR ETFS TR
+$1.2M
131,708
+56%
增持
RWJ
INVESCO EXCH TRADED FD TR II
-$1.2M
93,923
+133%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.1M
306,475
-6%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$1.1M
156,299
+60%
增持
SPYM
SPDR SER TR
+$1.1M
360,945
+11%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$1.1M
1,754
-97%
减持
XLP
SELECT SECTOR SPDR TR
-$1.1M
30,632
-29%
增持
PEXL
PACER FDS TR
+$1.1M
61,288
+82%
减持
HD
HOME DEPOT INC
-$1.1M
16,679
-15%
建仓
WELD
TEMA ETF TRUST
+$1.1M
38,467
减持
KRE
SPDR SER TR
-$1.1M
7,482
-78%
增持
SPSM
SPDR SER TR
+$1.1M
93,920
+51%
减持
ESGU
ISHARES TR
-$1.0M
104,207
-6%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.0M
185,923
-7%
减持
SMH
VANECK ETF TRUST
-$1.0M
56,780
-7%
增持
IVW
ISHARES TR
+$996.1K
53,699
+41%
减持
VBR
VANGUARD INDEX FDS
-$958.1K
6,957
-44%
增持
EFV
ISHARES TR
+$937.5K
81,528
+31%
减持
FEBW
AIM ETF PRODUCTS TRUST
-$930.9K
5,478
-87%
减持
XLB
SELECT SECTOR SPDR TR
-$922.8K
1,389
-89%
增持
XLF
SELECT SECTOR SPDR TR
+$915.3K
81,856
+53%
增持
APRJ
INNOVATOR ETFS TR
+$878.4K
99,116
+57%
减持
IYW
ISHARES TR
-$876.0K
20,772
-26%
增持
USFR
WISDOMTREE TR
+$870.1K
64,343
+37%
增持
MSFT
MICROSOFT CORP
-$847.4K
53,739
+3%
清仓
APRW
AIM ETF PRODUCTS TRUST
-$844.6K
0
-100%
减持
QUAL
ISHARES TR
-$841.6K
48,620
-10%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$839.4K
172,543
+11%
增持
SCHX
SCHWAB STRATEGIC TR
+$835.7K
645,660
+6%
减持
TLH
ISHARES TR
-$832.2K
3,129
-70%
增持
TLT
ISHARES TR
+$827.8K
21,350
+106%
增持
—
EXXON MOBIL CORP
+$793.5K
50,156
+5%
增持
ABBV
ABBVIE INC
+$789.9K
18,569
+26%
增持
NVDA
NVIDIA CORPORATION
+$781.4K
15,845
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$774.6K
6,151
+831%
建仓
SEPT
AIM ETF PRODUCTS TRUST
+$774.5K
32,029
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$738.0K
81,831
-22%
减持
IEMG
ISHARES INC
-$736.7K
51,533
-20%
增持
FTQI
FIRST TR EXCHANGE-TRADED FD
+$731.9K
233,262
+26%
增持
SPEM
SPDR INDEX SHS FDS
+$731.2K
149,852
+20%
减持
EXAS
EXACT SCIENCES CORP
-$728.2K
26,634
-2%
增持
EDV
VANGUARD WORLD FD
-$681.2K
160,111
+17%
减持
EFG
ISHARES TR
-$672.7K
45,110
-6%
建仓
TOLL
TEMA ETF TRUST
+$672.5K
27,177
减持
IEFA
ISHARES TR
-$629.5K
33,031
-19%
增持
SCHI
SCHWAB STRATEGIC TR
+$613.9K
21,419
+225%
减持
HYG
ISHARES TR
-$611.9K
11,991
-40%
减持
ICVT
ISHARES TR
-$609.6K
951
-89%
减持
GAPR
FIRST TR EXCHNG TRADED FD VI
-$608.2K
2,255
-90%
减持
JNJ
JOHNSON & JOHNSON
-$607.4K
25,032
-8%
减持
AMD
ADVANCED MICRO DEVICES INC
-$588.7K
27,662
-8%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$585.3K
30,871
-24%
增持
APRH
INNOVATOR ETFS TR
+$574.5K
64,935
+58%
建仓
JFR
NUVEEN FLOATING RATE INCOME
+$564.4K
68,742
减持
IYK
ISHARES TR
-$559.9K
1,328
-67%
增持
EPS
WISDOMTREE TR
+$559.2K
13,496
+983%
减持
SPTM
SPDR SER TR
-$555.3K
23,896
-28%
清仓
—
THE NECESSITY RETAIL REIT IN
-$554.1K
0
-100%
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$543.0K
24,336
+36%
减持
FRME
FIRST MERCHANTS CORP
-$542.5K
430
-98%
减持
IWN
ISHARES TR
-$539.8K
18,236
-15%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$533.8K
77,578
+12%
减持
UNH
UNITEDHEALTH GROUP INC
-$530.9K
5,910
-19%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$527.5K
103,126
+22%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$525.2K
6,404
+5282%
减持
MAYW
AIM ETF PRODUCTS TRUST
-$523.7K
21,097
-49%
建仓
DISV
DIMENSIONAL ETF TRUST
+$523.6K
22,017
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$510.8K
25,231
-22%
建仓
GAUG
FIRST TR EXCHNG TRADED FD VI
+$510.4K
17,331
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$508.5K
85,392
+19%
减持
GOOGL
ALPHABET INC
+$502.6K
45,863
-0%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$501.9K
42,703
+89%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$500.8K
35,294
-4%
增持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$490.8K
184,951
+9%
减持
BIL
SPDR SER TR
-$485.6K
20,903
-20%
减持
IOO
ISHARES TR
-$478.3K
36,311
-12%
减持
MBB
ISHARES TR
-$475.0K
35,049
-9%
增持
RTX
RTX CORPORATION
-$472.0K
22,084
+5%
增持
PG
PROCTER AND GAMBLE CO
-$471.8K
173,782
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$470.5K
10,103
+108%
减持
VCR
VANGUARD WORLD FDS
-$464.7K
1,896
-45%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$459.6K
47,826
+82%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$450.0K
20,977
+37%
减持
MTUM
ISHARES TR
-$448.3K
36,871
-5%
减持
GIS
GENERAL MLS INC
-$441.6K
33,461
-1%
建仓
SEPW
AIM ETF PRODUCTS TRUST
+$436.9K
17,861
减持
CATH
GLOBAL X FDS
-$434.9K
1,140
-87%
增持
IWY
ISHARES TR
+$423.7K
14,543
+27%
减持
FEBT
AIM ETF PRODUCTS TRUST
-$416.3K
3,295
-82%
增持
CVX
CHEVRON CORP NEW
+$409.7K
18,354
+8%
增持
MCD
MCDONALDS CORP
-$403.4K
14,735
+3%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$397.8K
131,045
+6%
增持
EUDG
WISDOMTREE TR
+$396.1K
31,995
+89%
增持
IJH
ISHARES TR
+$387.7K
23,095
+12%
减持
XLU
SELECT SECTOR SPDR TR
-$386.0K
24,577
-12%
增持
SCHO
SCHWAB STRATEGIC TR
+$383.5K
179,043
+5%
