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
AME AMETEK INC COM $114.83万0.01%5,252 -390-6.9% -$8.53万 减仓
STWD STARWOOD PPTY TR INC COM $115.06万0.01%67,367 3,2855.1% $5.61万 加仓
TEL TE CONNECTIVITY PLC ORD SHS $115.37万0.01%5,450 -625-10.3% -$13.23万 减仓
CLOI VANECK CLO ETF $115.94万0.01%22,091 6,24439.4% $32.77万 加仓
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER $116.18万0.01%26,875 640.2% $2,767 加仓
PFF ISHARES PREFERRED & INCOME SECURITIES ETF $116.38万0.01%38,308 3,4459.9% $10.47万 加仓
FUTY FIDELITY MSCI UTILITIES INDEX ETF $116.56万0.01%19,636 11,139131.1% $66.12万 加仓
DVN DEVON ENERGY CORP NEW COM $116.66万0.01%24,008 2,77913.1% $13.50万 加仓
CINF CINCINNATI FINL CORP COM $116.86万0.01%7,412 1,87033.7% $29.48万 加仓
FSLR FIRST SOLAR INC COM $117.39万0.01%5,887 66912.8% $13.34万 加仓
DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF $117.67万0.01%27,249 1,4445.6% $6.24万 加仓
FLHY FRANKLIN HIGH YIELD CORPORATE ETF $118.55万0.01%49,293 41,856562.8% $100.66万 加仓
JUNW ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF $118.61万0.01%35,450 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION COM $119.89万0.01%21,071 5,35034.0% $30.44万 加仓
IYH ISHARES U.S. HEALTHCARE ETF $121.23万0.01%19,516 9,26690.4% $57.56万 加仓
ABNB AIRBNB INC COM CL A $121.39万0.01%9,696 2,99044.6% $37.43万 加仓
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF $121.53万0.01%52,431 11,09626.8% $25.72万 加仓
IHI ISHARES U.S. MEDICAL DEVICES ETF $121.54万0.01%22,747 2,79214.0% $14.92万 加仓
LMUB ISHARES LONG-TERM NATIONAL MUNI BOND ETF $121.61万0.01%24,244 24,244— $121.61万 新建仓
UTEN US TREASURY 10 YEAR NOTE ETF $122.02万0.01%28,024 -20,442-42.2% -$89.00万 减仓
E ENI SPA SPONSORED ADR $122.14万0.01%22,255 2,88714.9% $15.84万 加仓
— INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF $122.30万0.01%24,804 1730.7% $8,530 加仓
CWI STATE STREET SPDR MSCI ACWI EX-US ETF $122.55万0.01%33,123 -18,249-35.5% -$67.52万 减仓
AZO AUTOZONE INC COM $122.80万0.01%358 -29-7.5% -$9.95万 减仓
FALN ISHARES FALLEN ANGELS USD BOND ETF $122.93万0.01%45,990 3,0427.1% $8.13万 加仓
EXC EXELON CORP COM $123.18万0.01%25,201 1,7297.4% $8.45万 加仓
— UNITED STATES GASOLINE FUND LP $123.30万0.01%12,392 4,29753.1% $42.76万 加仓
AMP AMERIPRISE FINL INC COM $123.75万0.01%2,834 391.4% $1.70万 加仓
AON AON PLC SHS CL A $123.85万0.01%3,854 72423.1% $23.27万 加仓
DEO DIAGEO PLC SPON ADR NEW $124.13万0.01%16,633 1190.7% $8,881 加仓
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF $125.04万0.01%72,489 31,68477.6% $54.65万 加仓
VST VISTRA CORP COM $125.84万0.01%8,173 4726.1% $7.27万 加仓
FANG DIAMONDBACK ENERGY INC COM $126.20万0.01%6,620 4,403198.6% $83.93万 加仓
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF $126.60万0.01%14,795 -1,321-8.2% -$11.30万 减仓
EFIV STATE STREET SPDR S&P 500 ESG ETF $126.74万0.01%19,931 -1,221-5.8% -$7.76万 减仓
AVSC AVANTIS U.S SMALL CAP EQUITY ETF $126.78万0.01%20,220 3,33319.7% $20.90万 加仓
DAL DELTA AIR LINES INC COM NEW $126.97万0.01%18,783 2,45515.0% $16.60万 加仓
TSCO TRACTOR SUPPLY CO COM $127.21万0.01%28,567 -3,569-11.1% -$15.89万 减仓
CRWV COREWEAVE INC COM CL A $127.22万0.01%16,218 -5,266-24.5% -$41.31万 减仓
CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF $127.26万0.01%38,918 38,918— $127.26万 新建仓
VDC VANGUARD CONSUMER STAPLES ETF $127.32万0.01%5,691 5069.8% $11.32万 加仓
TKO TKO GROUP HOLDINGS INC CL A $127.45万0.01%6,339 4,019173.2% $80.80万 加仓
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK $127.67万0.01%54,723 520.1% $1,213 加仓
— FIRST TRUST AAA CMBS ETF $128.45万0.01%63,228 -12,380-16.4% -$25.15万 减仓
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH $128.64万0.01%28,747 6,25327.8% $27.98万 加仓
TTE TOTALENERGIES SE ACT $128.86万0.01%14,352 14,352— $128.86万 新建仓
CHKP CHECK POINT SOFTWARE TECH LTD ORD $130.04万0.01%8,922 -2,273-20.3% -$33.13万 减仓
STAG STAG INDUSTRIAL INC COM $130.07万0.01%35,921 2,7358.2% $9.90万 加仓
IWV ISHARES RUSSELL 3000 ETF $130.62万0.01%3,500 1103.2% $4.11万 加仓
EDIV STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF $130.75万0.01%33,052 5,39819.5% $21.35万 加仓
SYFI AB SHORT DURATION HIGH YIELD ETF $131.22万0.01%37,090 1,1233.1% $3.97万 加仓
KBWB INVESCO KBW BANK ETF $131.34万0.01%16,389 -12,305-42.9% -$98.61万 减仓
UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF $131.82万0.01%53,176 -59,753-52.9% -$148.13万 减仓
DX DYNEX CAP INC COM $132.05万0.01%103,566 103,25533,201.0% $131.65万 加仓
JAJL INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL $132.41万0.01%45,503 7911.8% $2.30万 加仓
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER $132.43万0.01%54,187 -4,488-7.6% -$10.97万 减仓
— INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF $132.70万0.01%45,275 -647-1.4% -$1.90万 减仓
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF $133.03万0.01%52,684 3,9218.0% $9.90万 加仓
HASI HA SUSTAINABLE INFRA CAP INC COM $133.12万0.01%35,433 -18,803-34.7% -$70.64万 减仓
USXF ISHARES ESG ADVANCED MSCI USA ETF $133.18万0.01%23,918 1,3816.1% $7.69万 加仓
— GLOBAL X FINTECH ETF $133.25万0.01%58,200 28,22394.1% $64.62万 加仓
AHR AMERICAN HEALTHCARE REIT INC COM SHS $133.36万0.01%28,063 2,71810.7% $12.92万 加仓
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF $134.11万0.01%46,990 -1,202-2.5% -$3.43万 减仓
CHYM CHIME FINL INC COM SHS CL A $134.12万0.01%71,994 -372-0.5% -$6,930 减仓
USDU WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND $135.74万0.01%51,650 -96,913-65.2% -$254.69万 减仓
WPM WHEATON PRECIOUS METALS CORP COM $136.14万0.01%9,952 -1,003-9.2% -$13.72万 减仓
FXO FIRST TRUST FINANCIALS ALPHADEX FUND $136.19万0.01%24,198 1,6137.1% $9.08万 加仓
QEFA STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF $136.57万0.01%14,458 9,073168.5% $85.70万 加仓
ZTS ZOETIS INC CL A $136.58万0.01%11,645 -989-7.8% -$11.60万 减仓
MTB M & T BK CORP COM $136.76万0.01%6,544 2,08946.9% $43.66万 加仓
VDE VANGUARD ENERGY ETF $137.13万0.01%8,221 -22,113-72.9% -$368.87万 减仓
BSX BOSTON SCIENTIFIC CORP COM $138.09万0.01%22,272 1,8819.2% $11.66万 加仓
IYY ISHARES DOW JONES U.S. ETF $138.84万0.01%8,696 3,49767.3% $55.83万 加仓
GWW WW GRAINGER INC COM $138.88万0.01%1,254 231.9% $2.55万 加仓
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND $138.91万0.01%6,860 1,24922.3% $25.29万 加仓
WWD WOODWARD INC COM $139.81万0.01%3,720 2166.2% $8.12万 加仓
BR BROADRIDGE FINL SOLUTIONS INC COM $139.84万0.01%8,741 3,16956.9% $50.70万 加仓
NKE NIKE INC CL B $141.12万0.01%31,621 5,13119.4% $22.90万 加仓
JKHY HENRY JACK & ASSOC INC COM $141.32万0.01%9,080 4014.6% $6.24万 加仓
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $141.61万0.01%5,924 4,019211.0% $96.07万 加仓
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF $141.67万0.01%17,762 -1,294-6.8% -$10.32万 减仓
FDD FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND $142.60万0.01%79,133 77,1853,962.3% $139.09万 加仓
BTC GRAYSCALE BITCOIN MINI TRUST ETF $142.69万0.01%47,311 24,872110.8% $75.01万 加仓
WTM WHITE MTNS INS GROUP LTD COM $142.91万0.01%656 8615.1% $18.73万 加仓
CFG CITIZENS FINL GROUP INC COM $143.07万0.01%23,621 3,48017.3% $21.08万 加仓
SKYY FIRST TRUST CLOUD COMPUTING ETF $143.32万0.01%12,990 -1,990-13.3% -$21.96万 减仓
NDAQ NASDAQ INC COM $143.73万0.01%16,880 890.5% $7,578 加仓
— IMPERIAL PETE INC COM NEW $144.00万0.01%334,117 84,04633.6% $36.22万 加仓
— WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND $144.72万0.01%43,189 38,824889.4% $130.09万 加仓
MSTR STRATEGY INC CL A NEW $145.04万0.01%11,813 5294.7% $6.49万 加仓
TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF $145.05万0.01%32,021 24,557329.0% $111.24万 加仓
MNA NYLI MERGER ARBITRAGE ETF $145.08万0.01%40,177 3,5559.7% $12.84万 加仓
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF $145.26万0.01%6,894 -771-10.1% -$16.25万 减仓
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND $145.34万0.01%52,413 8,71719.9% $24.17万 加仓
REGN REGENERON PHARMACEUTICALS COM $145.38万0.01%1,870 -122-6.1% -$9.48万 减仓
PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF $145.39万0.01%20,553 00.0% — 不变
PCMM BONDBLOXX PRIVATE CREDIT CLO ETF $145.70万0.01%29,741 -713-2.3% -$3.49万 减仓
AJG GALLAGHER ARTHUR J & CO COM $145.73万0.01%6,736 -521-7.2% -$11.27万 减仓
PRN INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF $145.84万0.01%7,280 00.0% — 不变
NUE NUCOR CORP COM $145.92万0.01%8,400 2,95554.3% $51.33万 加仓