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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 6
增持 130
减持 14
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD S&P 500 ETF
-$53.8M
395,174
-15%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$51.0M
282,613
+594%
增持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$49.3M
1,274,663
+13938%
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
IVW
ISHARES S&P 500 GROWTH ETF
+$48.7M
532,813
+469%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$47.0M
3,830,391
+41%
增持
AAPL
APPLE INC COM
+$43.0M
459,637
+70%
增持
FTCB
FIRST TRUST CORE INVESTMENT GRADE ETF
+$37.1M
2,774,373
+180%
增持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$32.9M
1,147,859
+48%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$28.6M
469,267
+22537%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$26.5M
183,301
+212%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$25.2M
191,494
-64%
增持
JBND
JPMORGAN ACTIVE BOND ETF
+$24.2M
606,253
+291%
减持
EDV
VANGUARD EXTENDED DURATION TREASURY ETF
-$22.5M
2,662
-99%
减持
VXF
VANGUARD EXTENDED MARKET ETF
-$22.2M
5,627
-95%
增持
IVV
ISHARES CORE S&P 500 ETF
+$22.0M
123,462
+44%
增持
CAT
CATERPILLAR INC COM
+$20.4M
37,468
+250%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$20.4M
887,227
+53%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$18.9M
43,372
-34%
增持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$17.2M
1,095,652
+80%
增持
QTAC
Q3 ALL-SEASON TACTICAL ADVANTAGE ETF
+$17.1M
742,220
+192684%
增持
PG
PROCTER & GAMBLE CO COM
+$16.3M
387,261
+40%
增持
DIVI
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
+$16.1M
471,580
+593%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$16.1M
234,392
+225%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$15.7M
160,840
+50%
增持
VUG
VANGUARD GROWTH ETF
+$15.3M
121,335
+57%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$14.8M
1,925,473
+19%
增持
—
EXXON MOBIL CORP COM
+$14.8M
131,293
+112%
增持
FBND
FIDELITY TOTAL BOND ETF
+$14.5M
763,988
+73%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$13.3M
1,083,369
+44%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$13.0M
357,978
+374%
增持
UCON
FIRST TRUST SMITH UNCONSTRAINED BOND ETF
+$12.4M
4,120,885
+16%
减持
SMH
VANECK SEMICONDUCTOR ETF
-$11.9M
31,547
-53%
增持
EVTR
EATON VANCE TOTAL RETURN BOND ETF
+$11.9M
236,879
+7204%
增持
CGBL
CAPITAL GROUP CORE BALANCED ETF
+$11.8M
970,642
+59%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$10.5M
543,527
+26%
减持
COWG
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
-$10.4M
85,700
-77%
增持
ABBV
ABBVIE INC COM
+$10.3M
228,025
+33%
增持
DE
DEERE & CO COM
+$10.2M
25,191
+191%
增持
NVDA
NVIDIA CORPORATION COM
+$10.1M
330,491
+30%
增持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
+$10.0M
730,620
+38%
减持
CLIP
GLOBAL X 1-3 MONTH T-BILL ETF
-$9.5M
13,968
-87%
增持
THIR
THOR INDEX ROTATION ETF
+$8.9M
291,086
+8471%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$8.9M
182,407
+161%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$8.7M
486,481
+75%
增持
QQQ
INVESCO QQQ TRUST SERIES I
-$8.7M
278,216
+1%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$8.5M
57,450
+209%
增持
LOTI
LIBERTY ONE TACTICAL INCOME ETF
+$8.5M
1,435,556
+28%
增持
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$8.1M
3,217,996
+14%
增持
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
+$8.0M
265,067
+22%
增持
JNJ
JOHNSON & JOHNSON COM
+$7.8M
79,700
+42%
增持
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
+$7.8M
866,631
+27%
增持
SECT
MAIN SECTOR ROTATION ETF
+$7.7M
133,103
+2642%
增持
WEC
WEC ENERGY GROUP INC COM
+$7.6M
102,030
+155%
增持
CGCV
CAPITAL GROUP CONSERVATIVE EQUITY ETF
+$7.5M
302,786
+504%
增持
WMT
WALMART INC COM
+$7.5M
125,907
+71%
增持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$7.4M
134,215
+381%
增持
AMZN
AMAZON COM INC COM
+$7.4M
188,586
+37%
增持
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
+$7.4M
934,811
+49%
增持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$7.4M
445,083
+29%
增持
COWZ
PACER US CASH COWS 100 ETF
+$7.1M
486,043
+25%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$7.0M
588,144
+34%
增持
CVX
CHEVRON CORPORATION COM
+$6.9M
63,057
+55%
增持
MSFT
MICROSOFT CORP COM
+$6.6M
122,043
+53%
增持
VTV
VANGUARD VALUE ETF
+$6.5M
120,907
+34%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$6.4M
86,264
+609%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$6.3M
672,488
+14%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$6.2M
120,852
+269%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$6.2M
119,109
+37%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$6.2M
874,408
+34%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$6.0M
16,708
+35%
增持
BUFD
FT VEST LADDERED DEEP BUFFER ETF
+$5.9M
857,687
+34%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$5.9M
33,547
+65%
减持
VGLT
VANGUARD LONG-TERM TREASURY ETF
-$5.8M
91,009
-53%
减持
FXO
FIRST TRUST FINANCIALS ALPHADEX FUND
-$5.7M
31,902
-74%
增持
LOW
LOWES COS INC COM
+$5.7M
33,016
+284%
增持
VO
VANGUARD MID-CAP ETF
+$5.7M
59,963
+51%
增持
SYK
STRYKER CORPORATION COM
+$5.6M
24,611
+248%
增持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$5.6M
165,206
+62%
增持
AMAT
APPLIED MATLS INC COM
+$5.5M
18,162
+587%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$5.5M
100,459
+54%
增持
WFC
WELLS FARGO & CO COM
+$5.5M
106,016
+233%
增持
CGGO
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
+$5.4M
437,848
+65%
增持
GLD
SPDR GOLD SHARES
+$5.3M
67,248
+13%
增持
JPM
JPMORGAN CHASE & CO COM
+$5.0M
64,417
+49%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD COM
+$4.9M
296,655
增持
SPY
STATE STREET SPDR S&P 500 ETF
+$4.9M
97,226
+14%
增持
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
+$4.8M
438,565
+91%
增持
RPM
RPM INTL INC COM
+$4.8M
49,337
+3988%
增持
SLV
ISHARES SILVER TRUST
+$4.8M
122,231
+121%
增持
RWL
INVESCO S&P 500 REVENUE ETF
+$4.7M
152,833
+36%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$4.7M
224,688
+39%
增持
MCD
MCDONALDS CORP COM
+$4.7M
49,967
+41%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$4.6M
314,652
+21%
增持
VPU
VANGUARD UTILITIES ETF
+$4.6M
48,865
+77%
增持
VB
VANGUARD SMALL-CAP ETF
+$4.6M
41,138
+71%
增持
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
+$4.5M
152,741
+542%
减持
DDFO
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - OCTOBER
-$4.4M
62,663
-76%
建仓
SSO
PROSHARES ULTRA S&P 500
+$4.3M
83,600
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$4.3M
319,062
+33%
增持
MO
ALTRIA GROUP INC COM
+$4.2M
109,939
+107%
增持
MU
MICRON TECHNOLOGY INC COM
+$4.2M
27,642
+53%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$4.1M
133,002
+169%
增持
SCIO
FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF
+$4.1M
273,777
+269%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$4.1M
306,171
+107%
增持
HD
HOME DEPOT INC COM
+$4.1M
36,169
+59%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$4.1M
208,309
+35%
增持
XLU
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
+$4.0M
155,369
+115%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$3.8M
82,049
+39%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$3.8M
50,825
+62%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$3.8M
703,835
+38%
增持
CPSL
CALAMOS LADDERED S&P 500 STRUCTURED ALT PROTECTION ETF
+$3.8M
170,812
+417%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$3.7M
45,992
+147%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$3.7M
439,702
+10%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWERS ETF
+$3.6M
364,196
+38%
建仓
TOK
ISHARES MSCI KOKUSAI ETF
+$3.6M
26,870
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$3.6M
130,943
+61%
增持
FTC
FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND
+$3.5M
47,302
+102%
增持
LLY
ELI LILLY & CO COM
-$3.5M
27,501
+3%
增持
CGCB
CAPITAL GROUP CORE BOND ETF
+$3.5M
353,801
+61%
增持
T
AT&T INC COM
+$3.4M
385,249
+24%
增持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
+$3.4M
741,576
+12%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$3.4M
120,804
+25%
增持
IFEB
INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY
+$3.4M
113,951
+37884%
增持
AVGO
BROADCOM INC COM
+$3.4M
49,370
+44%
增持
COP
CONOCOPHILLIPS COM
+$3.4M
35,995
+143%
增持
PVAL
PUTNAM FOCUSED LARGE CAP VALUE ETF
+$3.4M
241,417
+40%
增持
BUFR
FT VEST LADDERED BUFFER ETF
+$3.3M
2,616,292
+5%
增持
FTCE
FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF
+$3.3M
153,172
+1030%
增持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
+$3.3M
282,849
+24%
建仓
UUP
INVESCO DB US DOLLAR INDEX BULLISH FUND
+$3.3M
117,846
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$3.1M
26,808
+65%
减持
MLI
MUELLER INDS INC COM
-$3.1M
1,058
-96%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$3.1M
304,191
+22%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$3.1M
236,016
+10%
建仓
DXUV
DIMENSIONAL US VECTOR EQUITY ETF
+$3.0M
51,124
增持
ENB
ENBRIDGE INC COM
+$3.0M
67,023
+431%
增持
SPMD
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
+$3.0M
100,752
+97%
增持
SO
SOUTHERN CO COM
+$2.9M
104,027
+28%
增持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
+$2.9M
77,070
+311%
增持
INCM
FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF
+$2.9M
120,381
+513%
增持
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
+$2.9M
46,439
+52%
减持
SPMO
INVESCO S&P 500 MOMENTUM ETF
-$2.9M
89,114
-17%
增持
KO
COCA COLA CO COM
+$2.9M
137,136
+27%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY ETF
+$2.9M
208,665
+90%
减持
TUG
STF TACTICAL GROWTH ETF
-$2.9M
101,337
-40%
增持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$2.9M
68,574
+11483%
增持
ILDR
FIRST TRUST INNOVATION LEADERS ETF
+$2.9M
120,237
+471%
增持
CSCO
CISCO SYS INC COM
+$2.9M
76,377
+93%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$2.9M
4
增持
DFGR
DIMENSIONAL GLOBAL REAL ESTATE ETF
+$2.8M
434,842
+32%
