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
— PROSHARES ULTRA XRP ETF $33.04万0.00%88,581 85,5302,803.3% $31.90万 加仓
UCTT ULTRA CLEAN HLDGS INC COM $33.06万0.00%5,207 61413.4% $3.90万 加仓
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES $33.16万0.00%5,611 74715.4% $4.41万 加仓
AVY AVERY DENNISON CORP COM $33.20万0.00%1,918 -143-6.9% -$2.48万 减仓
SPBO STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF $33.24万0.00%11,489 -2,618-18.6% -$7.57万 减仓
DJUL FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY $33.32万0.00%7,092 -438-5.8% -$2.06万 减仓
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF $33.34万0.00%17,871 -6,276-26.0% -$11.71万 减仓
KMX CARMAX INC COM $33.46万0.00%8,300 -924-10.0% -$3.72万 减仓
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS $33.46万0.00%17,828 7,95980.6% $14.94万 加仓
BSJU INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF $33.56万0.00%13,077 -4,701-26.4% -$12.06万 减仓
JHML JOHN HANCOCK MULTIFACTOR LARGE CAP ETF $33.59万0.00%4,263 1,58158.9% $12.46万 加仓
IP INTERNATIONAL PAPER CO COM $33.65万0.00%9,435 -105-1.1% -$3,744 减仓
TMDX TRANSMEDICS GROUP INC COM $33.66万0.00%3,353 2,287214.5% $22.96万 加仓
WCC WESCO INTL INC COM $33.67万0.00%1,192 -802-40.2% -$22.65万 减仓
PCEF INVESCO CEF INCOME COMPOSITE ETF $33.68万0.00%17,641 12,035214.7% $22.98万 加仓
VRSN VERISIGN INC COM $33.70万0.00%1,344 -127-8.6% -$3.18万 减仓
— TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS $33.73万0.00%11,152 1,46815.2% $4.44万 加仓
GSC GOLDMAN SACHS SMALL CAP EQUITY ETF $33.76万0.00%6,103 00.0% — 不变
— BUILD BOND INNOVATION ETF $33.77万0.00%13,359 1,22310.1% $3.09万 加仓
OR OR ROYALTIES INC. COM SHS $33.79万0.00%8,425 -1,909-18.5% -$7.66万 减仓
TXT TEXTRON INC COM $33.80万0.00%3,801 661.8% $5,868 加仓
ROL ROLLINS INC COM $33.80万0.00%6,320 3165.3% $1.69万 加仓
CCI CROWN CASTLE INC COM $33.83万0.00%4,185 -674-13.9% -$5.45万 减仓
FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND $33.85万0.00%7,398 2,06438.7% $9.44万 加仓
KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF $33.96万0.00%5,731 4177.8% $2.47万 加仓
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF $34.08万0.00%4,886 3,446239.3% $24.03万 加仓
— PACER TRENDPILOT US BOND ETF $34.12万0.00%17,930 -989-5.2% -$1.88万 减仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 10 BUFFER ETF - JULY $34.18万0.00%16,420 -53,141-76.4% -$110.63万 减仓
OMF ONEMAIN HLDGS INC COM $34.19万0.00%6,330 5599.7% $3.02万 加仓
MAYW ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF $34.30万0.00%10,124 00.0% — 不变
CALI ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF $34.30万0.00%6,810 2,47457.1% $12.46万 加仓
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN $34.35万0.00%9,042 6948.3% $2.64万 加仓
TQQQ PROSHARES ULTRAPRO QQQ $34.40万0.00%7,956 2,61048.8% $11.28万 加仓
— AFFINITY BANCSHARES INC COM $34.54万0.00%15,476 -751-4.6% -$1.68万 减仓
DFCA DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF $34.65万0.00%6,941 -100-1.4% -$4,992 减仓
PL PLANET LABS PBC COM CL A $34.68万0.00%11,293 2,89434.5% $8.89万 加仓
DAUG FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST $34.75万0.00%7,945 -3,546-30.9% -$15.51万 减仓
PAX PATRIA INVESTMENTS LIMITED COM CL A $34.78万0.00%27,516 6702.5% $8,469 加仓
— AVANTIS ALL EQUITY MARKETS VALUE ETF $34.78万0.00%4,458 1,12633.8% $8.79万 加仓
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF $34.87万0.00%4,017 3,618906.8% $31.41万 加仓
— JPMORGAN HIGH YIELD MUNICIPAL ETF $34.90万0.00%7,000 00.0% — 不变
BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF $34.96万0.00%15,609 -4,566-22.6% -$10.23万 减仓
FENY FIDELITY MSCI ENERGY INDEX ETF $35.01万0.00%10,673 -4,998-31.9% -$16.39万 减仓
JLL JONES LANG LASALLE INC COM $35.04万0.00%1,146 -384-25.1% -$11.74万 减仓
— SILA REALTY TRUST INC COMMON STOCK $35.10万0.00%14,760 1,56211.8% $3.71万 加仓
CRUS CIRRUS LOGIC INC COM $35.11万0.00%2,386 -246-9.3% -$3.62万 减仓
TSPA T. ROWE PRICE U.S. EQUITY RESEARCH ETF $35.16万0.00%8,523 7649.8% $3.15万 加仓
CNDT CONDUENT INC COM $35.28万0.00%265,270 3710.1% $493 加仓
BSJT INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF $35.34万0.00%16,759 -4,849-22.4% -$10.22万 减仓
IWC ISHARES MICRO-CAP ETF $35.41万0.00%2,205 -49-2.2% -$7,870 减仓
ASTS AST SPACEMOBILE INC COM CL A $35.45万0.00%4,221 1,83777.1% $15.43万 加仓
HURN HURON CONSULTING GROUP INC COM $35.47万0.00%2,766 1,04861.0% $13.44万 加仓
LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF $35.47万0.00%1,986 -340-14.6% -$6.07万 减仓
CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF $35.53万0.00%5,526 771.4% $4,951 加仓
SWX SOUTHWEST GAS HLDGS INC COM $35.56万0.00%4,063 1784.6% $1.56万 加仓
— ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF $35.59万0.00%4,198 -66-1.5% -$5,595 减仓
BSJS INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF $35.59万0.00%16,394 -4,418-21.2% -$9.59万 减仓
GLNG GOLAR LNG LTD SHS $35.60万0.00%6,636 -1,054-13.7% -$5.65万 减仓
CHWY CHEWY INC CL A $35.62万0.00%13,380 3772.9% $1.00万 加仓
INSM INSMED INC COM PAR USD.01 $35.64万0.00%2,162 -154-6.6% -$2.54万 减仓
IYJ ISHARES U.S. INDUSTRIALS ETF $35.74万0.00%2,395 45023.1% $6.71万 加仓
— FIRST TRUST LUNT U.S. FACTOR ROTATION ETF $35.77万0.00%10,002 -1,491-13.0% -$5.33万 减仓
PRIM PRIMORIS SVCS CORP COM $35.80万0.00%2,376 -2,361-49.8% -$35.58万 减仓
IPAC ISHARES CORE MSCI PACIFIC ETF $35.85万0.00%4,587 -36-0.8% -$2,814 减仓
RMD RESMED INC COM $35.86万0.00%1,609 -1,048-39.4% -$23.36万 减仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER $35.96万0.00%13,503 5,65472.0% $15.06万 加仓
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF $36.00万0.00%5,133 -67-1.3% -$4,699 减仓
BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF $36.10万0.00%4,857 -202-4.0% -$1.50万 减仓
MBWM MERCANTILE BK CORP COM $36.13万0.00%7,078 4,978237.0% $25.41万 加仓
BALL BALL CORP COM $36.23万0.00%6,001 98419.6% $5.94万 加仓
HP HELMERICH & PAYNE INC COM $36.40万0.00%10,537 -9-0.1% -$311 减仓
NVG NUVEEN AMT FREE MUN CR INC FD COM $36.42万0.00%29,109 4261.5% $5,329 加仓
USD PROSHARES ULTRA SEMICONDUCTORS $36.48万0.00%7,314 99015.7% $4.94万 加仓
— FLAHERTY & CRUMRINE DYNAMIC PF SHS $36.48万0.00%17,937 920.5% $1,871 加仓
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF $36.55万0.00%15,773 -3,892-19.8% -$9.02万 减仓
PKG PACKAGING CORP AMER COM $36.61万0.00%1,733 37928.0% $8.01万 加仓
CBSH COMMERCE BANCSHARES INC COM $36.77万0.00%7,461 6379.3% $3.14万 加仓
DB DEUTSCHE BK AG NAMEN AKT $36.89万0.00%12,104 2,72929.1% $8.32万 加仓
ALAB ASTERA LABS INC COM $36.91万0.00%3,472 1,31160.7% $13.94万 加仓
VLTO VERALTO CORP COM SHS $36.97万0.00%4,199 78322.9% $6.89万 加仓
— MICROSOFT CORP COM 看跌期权 $36.99万0.00%1,000 -700-41.2% -$25.89万 减仓
TECK TECK RESOURCES LTD CL B $37.00万0.00%6,958 5398.4% $2.87万 加仓
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST $37.01万0.00%7,110 -3,264-31.5% -$16.99万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A $37.07万0.00%6,052 73813.9% $4.52万 加仓
TEM TEMPUS AI INC CL A $37.12万0.00%7,893 1,50323.5% $7.07万 加仓
GWRE GUIDEWIRE SOFTWARE INC COM $37.15万0.00%2,500 -519-17.2% -$7.71万 减仓
CRBN ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF $37.26万0.00%1,655 -343-17.2% -$7.72万 减仓
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF $37.27万0.00%4,337 -79-1.8% -$6,788 减仓
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF $37.28万0.00%7,747 -14,652-65.4% -$70.50万 减仓
KYN KAYNE ANDERSON ENERGY INFRSTR COM $37.33万0.00%27,106 3771.4% $5,191 加仓
— MASIMO CORP COM $37.70万0.00%2,118 -26-1.2% -$4,628 减仓
CF CF INDUSTRIES HOLD COM $37.72万0.00%2,947 58224.6% $7.45万 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM $38.04万0.00%1,919 -128-6.3% -$2.54万 减仓
ANF ABERCROMBIE & FITCH CO CL A $38.05万0.00%4,037 -849-17.4% -$8.00万 减仓
BWA BORGWARNER INC COM $38.07万0.00%6,976 2,75265.2% $15.02万 加仓
FLYW FLYWIRE CORPORATION COM VTG $38.08万0.00%32,880 2,5518.4% $2.95万 加仓
ONTO ONTO INNOVATION INC COM $38.13万0.00%1,801 923105.1% $19.54万 加仓
CGBD CARLYLE SECURED LENDING INC COM $38.20万0.00%35,178 13,97865.9% $15.18万 加仓
FNF FIDELITY NATL FINL INC COM SHS $38.22万0.00%8,275 -649-7.3% -$3.00万 减仓
PSC PRINCIPAL U.S. SMALL-CAP ETF $38.29万0.00%6,633 65410.9% $3.77万 加仓