13F 机构持仓

Farther Finance Advisors, LLC

SAN FRANCISCO CA · SEC CIK 0001992825

2026Q22026Q1 更早 9 个季度 🔒
$105.90亿2026Q1 申报市值
5,754持仓数
21.1%前十大占比 · 第一大 5.3%
489 / 189新建仓 / 清仓
申报市值走势$128.09亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 5.3%
VOO 2.5%
AAPL 2.5%
NVDA 2.1%
DFIV 2.0%
VEA 2.0%
SGOV 1.3%
SCHX 1.2%
MSFT 1.1%
VTV 1.0%

2026Q1 买入最多 按季末市值估算

IVV 加仓+$5,682.58万
DFIV 加仓+$4,179.29万
VEA 加仓+$3,933.21万
VOO 加仓+$3,681.86万
SGOV 加仓+$3,605.91万

2026Q1 卖出最多 按季末市值估算

BND 减仓-$1,423.60万
BIL 减仓-$1,380.85万
OEF 减仓-$1,226.44万
SPYM 减仓-$1,196.10万
CGGR 减仓-$1,145.58万

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
HAFC HANMI FINL CORP COM NEW $5,0830.00%191 -23-10.7% -$612 减仓
PSNY POLESTAR AUTOMOTIVE HLDG UK PL SPONSORED ADS $5,1090.00%276 276— $5,109 新建仓
VIR VIR BIOTECHNOLOGY INC COM $5,1140.00%567 514969.8% $4,636 加仓
GLUE MONTE ROSA THERAPEUTICS INC COM $5,1170.00%298 -141-32.1% -$2,421 减仓
SITC SITE CTRS CORP COM $5,1300.00%957 -529-35.6% -$2,836 减仓
— CLOUGH GLOBAL EQUITY FD COM $5,1410.00%680 680— $5,141 新建仓
ALRM ALARM COM HLDGS INC COM $5,1530.00%119 1091,090.0% $4,720 加仓
GRND GRINDR INC COM $5,1620.00%432 18877.0% $2,246 加仓
ATEX ANTERIX INC COM $5,1630.00%132 97.3% $352 加仓
— STARFIGHTERS SPACE INC COMMON STOCK $5,1920.00%847 847— $5,192 新建仓
— ALLSPRING INCOME OPPORTUNIT INC OPPTY FD $5,2110.00%798 798— $5,211 新建仓
— NUVEEN REAL ESTATE INCOME FD COM $5,2240.00%682 -1,732-71.7% -$1.33万 减仓
CIM CHIMERA INVT CORP COM SHS $5,2250.00%416 -93-18.3% -$1,168 减仓
— CRINETICS PHARMACEUTICALS INC COM $5,2300.00%143 -305-68.1% -$1.12万 减仓
QVAL ALPHA ARCHITECT US QUANTITATIVE VALUE ETF $5,2430.00%100 00.0% — 不变
NESR NATIONAL ENERGY SERVICES REUNI SHS $5,2460.00%238 7949.7% $1,741 加仓
EFSC ENTERPRISE FINL SVCS CORP COM $5,2490.00%96 89.1% $437 加仓
SDHY PGIM SHORT DUR HIG YLD OPP FD COM $5,2510.00%328 328— $5,251 新建仓
GENI GENIUS SPORTS LIMITED SHARES CL A $5,2620.00%1,159 1,0581,047.5% $4,803 加仓
TDTT FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND $5,2700.00%218 218— $5,270 新建仓
TMP TOMPKINS FINL CORP COM $5,2980.00%67 34.7% $237 加仓
— ROUNDHILL RUSSELL 2000 0DTE COVERED CALL STRATEGY ETF $5,3080.00%196 00.0% — 不变
UHAL U HAUL HOLDING COMPANY COM $5,3250.00%113 2629.9% $1,225 加仓
— YIELDMAX MSTR OPTION INCOME STRATEGY ETF $5,3480.00%255 -755-74.8% -$1.58万 减仓
KURA KURA ONCOLOGY INC COM $5,3540.00%642 -863-57.3% -$7,197 减仓
— WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND $5,3720.00%122 -1-0.8% -$44 减仓
FCBC FIRST CMNTY BANKSHARES INC VA COM $5,3830.00%129 -66-33.8% -$2,754 减仓
— PACER TRENDPILOT EUROPEAN INDEX ETF $5,3960.00%178 31.7% $91 加仓
OSBC OLD SECOND BANCORP INC DEL COM $5,4000.00%264 00.0% — 不变
— NUVEEN MORTGAGE AND INCOME FD COM $5,4010.00%296 296— $5,401 新建仓
ZD ZIFF DAVIS INC COM $5,4030.00%128 -40-23.8% -$1,688 减仓
IMKTA INGLES MKTS INC CL A $5,4130.00%60 -6-9.1% -$541 减仓
HGTY HAGERTY INC CL A COM $5,4150.00%508 -29-5.4% -$309 减仓
RMT ROYCE MICRO-CAP TR INC COM $5,4210.00%471 471— $5,421 新建仓
— ASTRONOVA INC COM $5,4300.00%600 00.0% — 不变
ESQ ESQUIRE FINL HLDGS INC COM $5,4310.00%50 37284.6% $4,019 加仓
PTLO PORTILLOS INC COM CL A $5,4430.00%1,008 49496.1% $2,668 加仓
CACC CREDIT ACCEP CORP MICH COM $5,4550.00%13 -6-31.6% -$2,518 减仓
USNA USANA HEALTH SCIENCES INC COM $5,4590.00%317 -528-62.5% -$9,093 减仓
FAX ABRDN ASIA PACIFIC INCOME FUND COM NEW $5,4640.00%378 3622,262.5% $5,233 加仓
GUG GUGGENHEIM ACTIVE ALLOC FD COMMON STOCK $5,4690.00%357 357— $5,469 新建仓
IPSC CENTURY THERAPEUTICS INC COM $5,4750.00%2,500 2,500— $5,475 新建仓
MDLN MEDLINE INC COM CL A $5,5000.00%125 125— $5,500 新建仓
JHMB JOHN HANCOCK MORTGAGE-BACKED SECURITIES ETF $5,5050.00%250 00.0% — 不变
— MATTHEWS CHINA DISCOVERY ACTIVE ETF $5,5210.00%150 00.0% — 不变
— LESAKA TECHNOLOGIES INC COM NEW $5,5350.00%1,125 625125.0% $3,075 加仓
MATW MATTHEWS INTL CORP CL A $5,5360.00%219 115.3% $278 加仓
NRIX NURIX THERAPEUTICS INC COM $5,5570.00%359 164.7% $248 加仓
AMRC AMERESCO INC CL A $5,5750.00%226 -5-2.2% -$123 减仓
— FIDELITY YIELD ENHANCED EQUITY ETF $5,5880.00%205 205— $5,588 新建仓
TWFG TWFG INC COM CL A $5,6090.00%313 -24-7.1% -$430 减仓
— BLUE RIDGE BANKSHARES INC VA COM $5,6110.00%1,336 00.0% — 不变
— AUNA S A CLASS A $5,6200.00%1,000 1,000— $5,620 新建仓
— DHI GROUP INC COM $5,6400.00%2,000 2,000— $5,640 新建仓
TOLZ PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF $5,6420.00%94 -256-73.1% -$1.54万 减仓
HYGV FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND $5,6690.00%142 142— $5,669 新建仓
GDOT GREEN DOT CORP CL A $5,7010.00%509 61.2% $67 加仓
— WHITESTONE REIT COM $5,7190.00%351 257.7% $407 加仓
GGB GERDAU SA SPON ADR REP PFD $5,7260.00%1,511 1077.6% $405 加仓
— INVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST $5,7460.00%45 00.0% — 不变
MUA BLACKROCK MUNIASSETS FD INC COM $5,7670.00%543 00.0% — 不变
GCMG GCM GROSVENOR INC COM CL A $5,7920.00%594 -1,549-72.3% -$1.51万 减仓
EGY VAALCO ENERGY INC COM NEW $5,7920.00%951 16020.2% $974 加仓
— AMERICAS CAR-MART INC COM $5,8150.00%479 153.2% $182 加仓
HELE HELEN OF TROY LTD COM $5,8250.00%402 -949-70.2% -$1.38万 减仓
IGLD FT VEST GOLD STRATEGY TARGET INCOME ETF $5,8310.00%230 -76-24.8% -$1,927 减仓
ITRN ITURAN LOCATION AND CONTROL SHS $5,8330.00%115 00.0% — 不变
ATLC ATLANTICUS HOLDINGS CORP COM $5,8410.00%108 -327-75.2% -$1.77万 减仓
GSBC GREAT SOUTHN BANCORP INC COM $5,8560.00%92 -33-26.4% -$2,101 减仓
DMC FRESH DEL MONTE PRODUCE INC ORD $5,8640.00%146 3531.5% $1,406 加仓
SLI STANDARD LITHIUM CORP COM $5,8650.00%1,700 00.0% — 不变
GPOR GULFPORT ENERGY CORP COMMON SHARES $5,8660.00%28 -23-45.1% -$4,818 减仓
WMK WEIS MKTS INC COM $5,8660.00%86 -9-9.5% -$614 减仓
— WEAVE COMMUNICATIONS INC COM $5,8680.00%1,238 695.9% $327 加仓
— FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY $5,8780.00%271 271— $5,878 新建仓
— DIANA SHIPPING INC COM $5,8910.00%2,366 00.0% — 不变
ICFI ICF INTL INC COM $5,8930.00%90 -32-26.2% -$2,095 减仓
MCFT MASTERCRAFT BOAT HLDGS INC COM $5,8980.00%289 -142-32.9% -$2,898 减仓
— FLAHERTY & CRUMRINE TOTAL RETU COM $5,9400.00%354 354— $5,940 新建仓
— SOLITARIO RESOURCES CORP COM $5,9430.00%6,919 4,500186.0% $3,865 加仓
OPRA OPERA LTD SPONSORED ADS $5,9450.00%410 362754.2% $5,249 加仓
RECS COLUMBIA RESEARCH ENHANCED CORE ETF $5,9520.00%152 21.3% $78 加仓
COTY COTY INC COM CL A $5,9530.00%2,918 2,320388.0% $4,733 加仓
— PIMCO STRATEGIC INCOME FD COM $5,9570.00%1,085 00.0% — 不变
— ESCALADE INC COM $5,9710.00%329 3182,890.9% $5,771 加仓
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A $5,9870.00%1,535 1,4832,851.9% $5,784 加仓
— EUROSEAS LTD SHS $5,9960.00%89 00.0% — 不变
NGVT INGEVITY CORP COM $5,9990.00%83 1623.9% $1,156 加仓
WTBA WEST BANCORPORATION INC CAP STK $6,0590.00%251 00.0% — 不变
— SOLENO THERAPEUTICS INC COM $6,0660.00%164 -1-0.6% -$37 减仓
— STELLAR BANCORP INC COM $6,0720.00%165 7787.5% $2,834 加仓
HLF HERBALIFE LTD COM SHS $6,0730.00%422 4812.8% $691 加仓
VTS VITESSE ENERGY INC COMMON STOCK $6,1070.00%347 3410.9% $598 加仓
BV BRIGHTVIEW HLDGS INC COM $6,1090.00%519 13936.6% $1,636 加仓
— INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER $6,1320.00%180 180— $6,132 新建仓
TEN TSAKOS ENERGY NAVIGATION LTD SHS $6,1340.00%157 00.0% — 不变
— NORTHFIELD BANCORP INC DEL COM $6,1470.00%454 30.7% $41 加仓
— GABELLI MULTIMEDIA TR INC COM $6,1740.00%1,567 00.0% — 不变
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND $6,1860.00%151 00.0% — 不变
— YIELDMAX ULTRA OPTION INCOME STRATEGY ETF $6,1890.00%203 00.0% — 不变