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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 5
增持 106
减持 39
方向
标的
Δ市值
现股数(环比)
增持
AVDE
AMERICAN CENTY ETF TR
+$35.6M
432,628
+330150%
增持
ABBV
ABBVIE INC
+$33.4M
172,035
+577%
建仓
LOTI
TWO RDS SHARED TR
+$28.3M
1,120,492
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
+$24.5M
462,287
+7%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$22.5M
684,890
增持
DUHP
DIMENSIONAL ETF TRUST
+$22.1M
607,137
+2226%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$18.4M
401,259
-32%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$16.0M
3,561,628
+22%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$15.9M
2,819,563
+34%
增持
LLY
ELI LILLY & CO
+$14.6M
26,782
+45%
增持
ABT
ABBOTT LABS
+$14.1M
140,487
+444%
增持
AVEM
AMERICAN CENTY ETF TR
+$13.7M
773,518
+27%
增持
DFCF
DIMENSIONAL ETF TRUST
+$11.8M
278,302
+126979%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$10.7M
440,114
+105%
增持
DFAS
DIMENSIONAL ETF TRUST
+$9.8M
162,106
+647%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$9.7M
443,858
-32%
增持
DFGR
DIMENSIONAL ETF TRUST
+$8.7M
329,792
+59215%
减持
SCHD
SCHWAB STRATEGIC TR
-$8.1M
1,613,032
-16%
减持
AGG
ISHARES TR
-$7.6M
72,137
-51%
减持
SCHX
SCHWAB STRATEGIC TR
-$7.5M
1,775,672
-15%
增持
QQQ
INVESCO QQQ TR
+$7.3M
275,544
+2%
增持
CAH
CARDINAL HEALTH INC
+$7.1M
35,471
+2602%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$7.0M
2,715,794
-7%
增持
JNJ
JOHNSON & JOHNSON
+$6.3M
56,228
+94%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$6.2M
611,516
+38%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$6.0M
752,076
+18%
增持
DFSD
DIMENSIONAL ETF TRUST
+$5.9M
124,057
+17547%
建仓
DDFO
INNOVATOR ETFS TRUST
+$5.8M
266,410
增持
ESN
NORTHERN LTS FD TR II
+$5.0M
620,151
+88%
增持
MCD
MCDONALDS CORP
+$5.0M
35,510
+84%
增持
GOOG
ALPHABET INC
+$4.9M
49,809
+13%
增持
AMZN
AMAZON COM INC
+$4.9M
137,912
+12%
增持
SO
SOUTHERN CO
+$4.7M
81,549
+225%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$4.6M
578,881
-13%
增持
KO
COCA COLA CO
+$4.6M
107,802
+144%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.5M
588,781
+9%
增持
LNT
ALLIANT ENERGY CORP
+$4.5M
154,850
+89%
增持
SPY
SPDR S&P 500 ETF TR
+$4.4M
85,537
+6%
增持
DUK
DUKE ENERGY CORP NEW
+$4.4M
59,067
+185%
增持
GS
GOLDMAN SACHS GROUP INC
+$4.2M
9,042
+94%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$4.1M
651,832
+15%
增持
WM
WASTE MGMT INC DEL
+$4.1M
30,139
+163%
增持
IQLT
ISHARES TR
+$4.1M
116,042
+321%
增持
BND
VANGUARD BD INDEX FDS
+$4.0M
530,483
+12%
增持
XJH
ISHARES TR
+$3.8M
112,507
+295%
减持
SCHO
SCHWAB STRATEGIC TR
-$3.8M
125,564
-55%
减持
COWZ
PACER FDS TR
-$3.7M
387,563
-18%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$3.6M
227,417
-21%
增持
RSG
REPUBLIC SVCS INC
+$3.6M
18,963
+959%
增持
T
AT&T INC
+$3.6M
311,203
+113%
增持
FENI
FIDELITY COVINGTON TRUST
+$3.6M
125,671
+343%
增持
VUG
VANGUARD INDEX FDS
+$3.6M
77,250
+9%
增持
MSFT
MICROSOFT CORP
+$3.4M
79,795
+18%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$3.3M
219,502
+134%
增持
MCK
MCKESSON CORP
+$3.3M
5,396
+279%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.3M
28,667
+80%
减持
GOOGL
ALPHABET INC
+$3.3M
55,794
-4%
增持
NOC
NORTHROP GRUMMAN CORP
+$3.3M
8,463
+229%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$3.2M
154,557
+35%
减持
AAPL
APPLE INC
+$3.2M
270,999
-2%
增持
KR
KROGER CO
+$3.2M
58,558
+702%
减持
DDFL
INNOVATOR ETFS TRUST
-$2.9M
167,404
-47%
减持
PSFF
PACER FDS TR
-$2.9M
99,291
-49%
增持
SYY
SYSCO CORP
+$2.9M
45,516
+656%
增持
—
CHUBB LIMITED
+$2.8M
9,959
+884%
减持
ORCL
ORACLE CORP
-$2.8M
29,409
-3%
减持
XSLV
INVESCO EXCH TRADED FD TR II
-$2.7M
658
-99%
减持
MTUM
ISHARES TR
-$2.6M
34,785
-21%
增持
SMH
VANECK ETF TRUST
+$2.6M
66,592
+2%
增持
MDLZ
MONDELEZ INTL INC
+$2.6M
58,999
+540%
减持
ETHO
AMPLIFY ETF TR
-$2.6M
15,220
-73%
增持
MINT
PIMCO ETF TR
+$2.6M
217,442
+14%
增持
AVGO
BROADCOM INC
+$2.5M
34,392
+21%
增持
LW
LAMB WESTON HLDGS INC
+$2.5M
60,899
+11283%
增持
IEI
ISHARES TR
+$2.5M
24,608
+548%
建仓
INOV
INNOVATOR ETFS TRUST
+$2.4M
69,491
建仓
ZNOV
INNOVATOR ETFS TRUST
+$2.4M
89,182
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.4M
528,903
+9%
增持
O
REALTY INCOME CORP
+$2.4M
67,693
+182%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$2.3M
221,096
+19%
增持
CAT
CATERPILLAR INC
+$2.3M
10,702
+33%
增持
PVAL
PUTNAM ETF TRUST
+$2.3M
172,070
+32%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.3M
28,210
+21%
增持
CASY
CASEYS GEN STORES INC
+$2.2M
5,220
+362%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.2M
22,212
+50%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$2.2M
505,239
+10%
增持
COF
CAPITAL ONE FINL CORP
+$2.2M
20,119
+60%
减持
MGEE
MGE ENERGY INC
-$2.2M
47,160
-32%
增持
NFLX
NETFLIX INC
-$2.2M
55,449
+804%
减持
GLD
SPDR GOLD TR
+$2.1M
59,620
-1%
增持
IUSG
ISHARES TR
+$2.1M
14,312
+786%
增持
RTO
RENTOKIL INITIAL PLC
+$2.1M
70,259
+13308%
增持
VXF
VANGUARD INDEX FDS
+$2.0M
111,596
+10%
增持
WMT
WALMART INC
+$2.0M
73,511
+23%
增持
IUSV
ISHARES TR
+$2.0M
21,222
+1521%
减持
MU
MICRON TECHNOLOGY INC
+$2.0M
18,059
-3%
增持
GSLC
GOLDMAN SACHS ETF TR
+$2.0M
32,693
+80%
减持
HIMS
HIMS & HERS HEALTH INC
-$1.9M
4,823
-87%
增持
CVX
CHEVRON CORP NEW
+$1.9M
40,626
+48%
增持
PLD
PROLOGIS INC.
+$1.9M
25,233
+122%
减持
COIN
COINBASE GLOBAL INC
-$1.9M
3,838
-53%
减持
STRL
STERLING INFRASTRUCTURE INC
-$1.9M
9,897
-32%
增持
SPDW
SPDR INDEX SHS FDS
+$1.9M
260,986
+15%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$1.9M
30,641
+65%
减持
JAAA
JANUS DETROIT STR TR
-$1.9M
163,125
-18%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$1.8M
992,524
+10%
增持
SPBU
AIM ETF PRODUCTS TRUST
+$1.8M
136,093
+90%
增持
JPM
JPMORGAN CHASE & CO.
+$1.8M
43,374
+13%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.8M
56,977
-13%
减持
CPSM
CALAMOS ETF TR
-$1.8M
22,100
-74%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.8M
32,414
+114%
增持
SLV
ISHARES SILVER TR
+$1.8M
55,423
+31%
增持
MSI
MOTOROLA SOLUTIONS INC
+$1.8M
5,851
+463%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.8M
8,253
-28%
增持
FOCT
FIRST TR EXCHNG TRADED FD VI
+$1.8M
46,404
+326%
增持
PULS
PGIM ETF TR
+$1.8M
197,465
+22%
增持
VGT
VANGUARD WORLD FD
+$1.8M
65,278
+3%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$1.8M
155,096
+27%
减持
IJUN
INNOVATOR ETFS TRUST
-$1.7M
2,579
-96%
增持
PG
PROCTER AND GAMBLE CO
+$1.7M
276,832
+12%
增持
PEP
PEPSICO INC
+$1.7M
33,774
+50%
增持
FLOT
ISHARES TR
+$1.6M
65,466
+99%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$1.6M
265,540
+20%
增持
CPRO
CALAMOS ETF TR
+$1.6M
86,854
+230%
增持
RSPU
INVESCO EXCHANGE TRADED FD T
+$1.6M
26,341
+511%
增持
IJAN
INNOVATOR ETFS TRUST
+$1.6M
49,529
+968%
增持
GILD
GILEAD SCIENCES INC
+$1.6M
19,521
+173%
减持
WDC
WESTERN DIGITAL CORP
-$1.6M
1,275
-92%
减持
PMAY
INNOVATOR ETFS TRUST
-$1.6M
8,647
-83%
增持
RTX
RTX CORPORATION
+$1.6M
27,031
+34%
增持
CPNQ
CALAMOS ETF TR
+$1.6M
59,412
+36574%
减持
UBER
UBER TECHNOLOGIES INC
-$1.6M
23,131
-34%
减持
IAUG
INNOVATOR ETFS TRUST
-$1.5M
1,743
-97%
增持
GLRY
NORTHERN LTS FD TR IV
+$1.5M
46,596
+1206%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$1.5M
1,176
-85%
减持
GE
GE AEROSPACE
-$1.5M
9,271
-36%
增持
VTV
VANGUARD INDEX FDS
+$1.5M
90,095
+7%
增持
TJX
TJX COS INC NEW
+$1.5M
14,080
+212%
增持
XAPR
FIRST TR EXCHNG TRADED FD VI
+$1.5M
82,914
+96%
减持
META
META PLATFORMS INC
-$1.5M
14,023
-4%
增持
VXUS
VANGUARD STAR FDS
+$1.5M
259,979
+5%
减持
—
FTAI AVIATION LTD
-$1.5M
1,408
-87%
减持
TLN
TALEN ENERGY CORP
-$1.5M
595
-85%
减持
PJAN
INNOVATOR ETFS TRUST
-$1.4M
19,130
-63%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.4M
441,646
+8%
增持
SIVR
ABRDN SILVER ETF TRUST
+$1.4M
29,834
+126%
增持
TRV
TRAVELERS COMPANIES INC
+$1.4M
6,061
+399%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$1.4M
642,100
+6%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$1.4M
264,744
+14%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.4M
215,247
+28%
