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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 4
增持 118
减持 27
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
SCHD
SCHWAB STRATEGIC TR
+$37.3M
726,554
+186%
增持
CALF
PACER FDS TR
+$20.3M
1,788,580
+14%
增持
IVV
ISHARES TR
+$18.6M
73,776
+91%
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
VOO
VANGUARD INDEX FDS
+$18.5M
236,111
+10%
增持
MGV
VANGUARD WORLD FD
+$16.7M
154,810
+6024%
增持
VXF
VANGUARD INDEX FDS
+$16.2M
99,851
+8228%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$9.4M
2,394,458
+15%
增持
AAPL
APPLE INC
+$7.7M
273,662
+4%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$7.5M
431,136
+41%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$7.2M
316,431
+83%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$7.2M
600,467
+8%
增持
EDV
VANGUARD WORLD FD
+$6.0M
212,178
+33%
增持
GLD
SPDR GOLD TR
+$5.9M
49,912
+136%
增持
SPY
SPDR S&P 500 ETF TR
+$5.7M
58,053
+13%
减持
QQQ
INVESCO QQQ TR
+$5.5M
250,588
-8%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$5.4M
524,830
+11%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$5.3M
768,726
+24%
增持
SCHX
SCHWAB STRATEGIC TR
+$5.2M
671,023
+4%
增持
SPYM
SPDR SER TR
+$5.1M
415,993
+15%
增持
MSFT
MICROSOFT CORP
+$4.7M
57,672
+7%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$4.6M
1,008,098
+4%
增持
FHLC
FIDELITY COVINGTON TRUST
+$4.4M
476,727
+9%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$3.3M
189,608
+84%
增持
VTI
VANGUARD INDEX FDS
+$3.3M
73,862
+10%
增持
EMXC
ISHARES INC
+$3.1M
399,648
+5%
增持
BND
VANGUARD BD INDEX FDS
+$3.0M
531,283
+3%
增持
—
ISHARES TR
+$2.9M
123,075
+2526%
建仓
OCTJ
INNOVATOR ETFS TR
+$2.9M
121,793
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$2.9M
149,193
+249%
清仓
—
ISHARES TR
-$2.8M
0
-100%
减持
AMZN
AMAZON COM INC
+$2.8M
111,326
-0%
减持
FAD
FIRST TR MULTI CAP GROWTH AL
-$2.7M
170
-99%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$2.6M
766,080
+12%
建仓
MFLX
FIRST TR EXCHNG TRADED FD VI
+$2.6M
153,072
增持
IJR
ISHARES TR
+$2.6M
106,851
+12%
增持
COWZ
PACER FDS TR
+$2.6M
320,794
+12%
增持
SPTM
SPDR SER TR
+$2.6M
65,334
+173%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$2.5M
306,731
+25%
增持
VGT
VANGUARD WORLD FDS
+$2.4M
28,439
+4%
减持
TFLO
ISHARES TR
-$2.3M
41,798
-52%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$2.3M
220,183
+38%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$2.3M
128,539
+506%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$2.3M
19,560
-73%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$2.3M
80,705
-38%
增持
MGK
VANGUARD WORLD FD
+$2.3M
15,508
+100%
增持
EQWL
INVESCO EXCHANGE TRADED FD T
+$2.2M
25,092
+192915%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$2.2M
223,639
+20%
增持
DNOV
FIRST TR EXCHNG TRADED FD VI
+$2.1M
81,712
+169%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.0M
111,315
+12%
增持
VUG
VANGUARD INDEX FDS
+$2.0M
40,267
+4%
增持
AGG
ISHARES TR
+$2.0M
95,194
+20%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$1.8M
172,155
+72%
增持
SMH
VANECK ETF TRUST
+$1.8M
57,394
+1%
增持
V
VISA INC
+$1.8M
19,405
+36%
增持
JPM
JPMORGAN CHASE & CO
+$1.8M
47,312
+9%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.7M
195,941
+19%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.7M
261,724
+1%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$1.6M
76,151
+4242%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
216,734
+9%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.6M
37,129
+77%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.6M
183,803
+25%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.6M
18,467
+627%
减持
DGRO
ISHARES TR
-$1.5M
82,605
-31%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
16,931
+7%
增持
XJUN
FIRST TR EXCHNG TRADED FD VI
+$1.5M
166,638
+26%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.5M
124,805
+27%
增持
PG
PROCTER AND GAMBLE CO
+$1.5M
182,898
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.4M
56,439
+7%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$1.4M
26,835
+18%
增持
IVW
ISHARES TR
+$1.3M
66,464
+24%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$1.3M
69,922
-37%
增持
IOO
ISHARES TR
+$1.3M
49,088
+35%
减持
SEIX
VIRTUS ETF TR II
-$1.3M
1,051
-98%
减持
XLE
SELECT SECTOR SPDR TR
-$1.3M
46,128
-19%
增持
IWY
ISHARES TR
+$1.2M
19,866
+37%
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
8,349
+10%
增持
IVE
ISHARES TR
+$1.2M
29,695
+16%
增持
OEF
ISHARES TR
+$1.2M
5,512
+8252%
减持
TMFC
RBB FD INC
-$1.2M
4,089
-89%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.2M
14,120
+15%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$1.2M
39,137
+67%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$1.2M
84,542
+9%
减持
BIL
SPDR SER TR
-$1.1M
8,450
-60%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
27,075
-2%
减持
ICSH
ISHARES TR
-$1.1M
8,518
-72%
增持
VXUS
VANGUARD STAR FDS
+$1.1M
133,352
+7%
减持
EFG
ISHARES TR
-$1.1M
29,003
-36%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.1M
19,928
+20%
增持
LLY
ELI LILLY & CO
+$1.0M
7,573
+21%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$1.0M
281,492
+2%
减持
ESGU
ISHARES TR
+$1.0M
103,099
-1%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.0M
104,568
+6%
增持
GOOG
ALPHABET INC
+$1.0M
40,208
+14%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$1.0M
93,590
+10%
增持
GJUL
FIRST TR EXCHNG TRADED FD VI
+$998.0K
302,100
+4%
减持
SCHZ
SCHWAB STRATEGIC TR
-$995.2K
95,505
-22%
减持
ET
ENERGY TRANSFER L P
-$979.6K
115,005
-37%
增持
KMB
KIMBERLY-CLARK CORP
+$975.1K
25,950
+44%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
-$975.0K
5,747
-78%
增持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$970.5K
40,917
+130%
增持
GDX
VANECK ETF TRUST
+$968.8K
201,275
+3%
增持
AVGO
BROADCOM INC
+$963.9K
2,935
+5%
建仓
MGOV
FIRST TR EXCHANGE-TRADED FD
+$959.6K
46,752
增持
IJH
ISHARES TR
+$941.7K
24,176
+5%
增持
MLPA
GLOBAL X FDS
+$941.6K
21,255
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$939.4K
47,078
+56%
增持
VZ
VERIZON COMMUNICATIONS INC
+$935.0K
113,701
+10%
增持
FIGB
FIDELITY MERRIMACK STR TR
+$922.9K
35,611
+133%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$895.3K
20,042
+12%
增持
BOND
PIMCO ETF TR
+$893.0K
35,980
+30%
增持
VPU
VANGUARD WORLD FDS
+$881.9K
19,013
+41%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$859.7K
5,152
-64%
减持
USMV
ISHARES TR
-$840.0K
36,484
-28%
增持
VTV
VANGUARD INDEX FDS
+$835.0K
54,272
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$827.7K
10,197
+105%
增持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$824.8K
81,753
+31%
增持
IWP
ISHARES TR
+$811.3K
20,327
+42%
增持
XLB
SELECT SECTOR SPDR TR
+$810.6K
10,752
+674%
增持
BA
BOEING CO
+$808.0K
10,226
+6%
增持
—
EXXON MOBIL CORP
-$803.0K
50,954
+2%
增持
SQ
BLOCK INC
+$795.0K
19,376
+22%
增持
XLV
SELECT SECTOR SPDR TR
+$787.9K
29,721
+17%
增持
GOOGL
ALPHABET INC
+$771.8K
48,489
+6%
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$771.8K
48,473
+51%
减持
—
BROOKFIELD INFRAST PARTNERS
-$770.4K
1,106
-96%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$765.6K
10,339
+206%
增持
EPS
WISDOMTREE TR
+$763.7K
27,559
+104%
增持
MCD
MCDONALDS CORP
+$756.8K
15,644
+6%
增持
TFI
SPDR SER TR
+$756.8K
38,538
+60%
增持
SPYG
SPDR SER TR
+$755.1K
88,986
+5%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$754.3K
236,852
+9%
增持
MGEE
MGE ENERGY INC
+$752.4K
66,304
+12%
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$739.3K
64,720
-31%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$737.8K
55,473
+23%
增持
VBR
VANGUARD INDEX FDS
+$736.3K
10,257
+47%
增持
MTUM
ISHARES TR
+$728.6K
37,476
+2%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$724.3K
174,068
+11%
增持
UOCT
INNOVATOR ETFS TR
+$723.8K
29,240
+301%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$710.8K
159,225
-11%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$699.6K
11,496
+8111%
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$696.8K
10,733
+98%
减持
HD
HOME DEPOT INC
+$688.6K
16,530
-1%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$684.9K
25,052
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$684.0K
69,187
+45%
减持
MOAT
VANECK ETF TRUST
-$676.9K
35,539
-27%
增持
SPSM
SPDR SER TR
+$668.5K
98,013
+4%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$665.6K
435,608
-15%
增持
SPDW
SPDR INDEX SHS FDS
+$663.1K
178,912
+2%
增持
ITA
ISHARES TR
+$660.5K
14,670
+30%
增持
KO
COCA COLA CO
+$657.6K
43,672
+28%
