13F 机构持仓

Farther Finance Advisors, LLC

SAN FRANCISCO CA · SEC CIK 0001992825

2026Q22026Q1 更早 9 个季度 🔒
$128.09亿2026Q2 申报市值
5,982持仓数
21.6%前十大占比 · 第一大 5.3%
397 / 211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 2.9%
AAPL 2.4%
NVDA 2.1%
DFIV 2.0%
VEA 2.0%
SCHX 1.4%
SGOV 1.2%
VTV 1.2%
QQQ 1.1%

2026Q2 买入最多 按季末市值估算

VOO 加仓+$6,966.73万
IVV 加仓+$5,073.98万
DFIV 加仓+$3,742.74万
SCHX 加仓+$2,987.06万
VTV 加仓+$2,803.98万

2026Q2 卖出最多 按季末市值估算

IEF 减仓-$2,431.23万
VTI 减仓-$2,149.74万
DFUS 减仓-$1,426.36万
QUAL 减仓-$1,343.89万
FTSM 减仓-$1,075.83万

2026Q2 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
ARES ARES MANAGEMENT CORPORATION CL A COM STK $102.47万0.01%9,231 1,52719.8% $16.95万 加仓
— AMERICAN CONSERVATIVE VALUES ETF $102.56万0.01%18,808 -1,017-5.1% -$5.55万 减仓
— INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF $102.68万0.01%16,859 -52-0.3% -$3,167 减仓
— BOEING CO DEP CONV PFD A $102.70万0.01%15,260 15,0979,262.0% $101.60万 加仓
RECS COLUMBIA RESEARCH ENHANCED CORE ETF $102.93万0.01%23,782 23,63015,546.1% $102.27万 加仓
— WAHED DOW JONES ISLAMIC WORLD ETF $102.99万0.01%26,095 1,9288.0% $7.61万 加仓
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF $103.07万0.01%44,505 -7,926-15.1% -$18.36万 减仓
USD PROSHARES ULTRA SEMICONDUCTORS $103.18万0.01%9,948 2,63436.0% $27.32万 加仓
UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF $103.26万0.01%41,503 -11,673-22.0% -$29.04万 减仓
CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF $103.37万0.01%27,596 23,864639.4% $89.39万 加仓
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF $103.55万0.01%7,832 1,54624.6% $20.44万 加仓
FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND $103.65万0.01%32,404 -480-1.5% -$1.54万 减仓
HLT HILTON WORLDWIDE HLDGS INC COM $103.74万0.01%3,138 -168-5.1% -$5.55万 减仓
HYEM VANECK EMERGING MARKETS HIGH YIELD BOND ETF $104.30万0.01%51,863 2,9105.9% $5.85万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP COM $104.42万0.01%12,857 1,41612.4% $11.50万 加仓
FTI TECHNIPFMC PLC COM $104.42万0.01%15,777 2,86222.2% $18.94万 加仓
FFEB FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY $104.54万0.01%17,143 2,11614.1% $12.90万 加仓
BTI BRITISH AMERN TOB PLC SPONSORED ADR $104.56万0.01%16,904 1,99913.4% $12.37万 加仓
FTLS FIRST TRUST LONG/SHORT EQUITY ETF $104.68万0.01%14,184 6,20177.7% $45.76万 加仓
CTVA CORTEVA INC COM $104.83万0.01%12,392 1,51613.9% $12.83万 加仓
— ALPS ELECTRIFICATION INFRASTRUCTURE ETF $104.87万0.01%23,336 -646-2.7% -$2.90万 减仓
BNS BANK NOVA SCOTIA B C COM $105.09万0.01%12,103 -1,027-7.8% -$8.92万 减仓
AVGE AVANTIS ALL EQUITY MARKETS ETF $105.16万0.01%10,612 -59-0.6% -$5,847 减仓
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF $105.17万0.01%27,720 1,1054.2% $4.19万 加仓
TEAM ATLASSIAN CORPORATION CL A $105.47万0.01%13,549 2,03417.7% $15.83万 加仓
BR BROADRIDGE FINL SOLUTIONS INC COM $105.67万0.01%7,720 -1,021-11.7% -$13.98万 减仓
IVLU ISHARES MSCI INTL VALUE FACTOR ETF $105.71万0.01%25,278 -1,181-4.5% -$4.94万 减仓
TRGP TARGA RES CORP COM $105.81万0.01%3,945 -489-11.0% -$13.12万 减仓
RF REGIONS FINANCIAL CORP NEW COM $105.87万0.01%35,056 2,7428.5% $8.28万 加仓
HPQ HP INC COM $106.05万0.01%48,301 3,5407.9% $7.77万 加仓
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF $106.21万0.01%12,854 -245-1.9% -$2.02万 减仓
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF $106.27万0.01%7,979 80411.2% $10.71万 加仓
BEN FRANKLIN RESOURCES INC COM $106.37万0.01%31,973 6,05123.3% $20.13万 加仓
VCRB VANGUARD CORE BOND ETF $106.48万0.01%13,787 -974-6.6% -$7.52万 减仓
TPL TEXAS PACIFIC LAND CORPORATION COM $106.55万0.01%2,436 20.1% $875 加仓
ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF $106.69万0.01%16,279 2,12415.0% $13.92万 加仓
— INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF $106.85万0.01%29,223 430.1% $1,572 加仓
GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY $106.91万0.01%24,282 24,0259,348.2% $105.78万 加仓
ES EVERSOURCE ENERGY COM $107.17万0.01%14,809 8005.7% $5.79万 加仓
— MARKETDESK FOCUSED U.S. MOMENTUM ETF $107.18万0.01%24,561 22,061882.4% $96.27万 加仓
TOST TOAST INC CL A $107.71万0.01%38,715 29,196306.7% $81.23万 加仓
AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF $107.75万0.01%15,504 1,92914.2% $13.41万 加仓
CHKP CHECK POINT SOFTWARE TECH LTD ORD $107.96万0.01%8,218 -704-7.9% -$9.25万 减仓
— ALLIANZIM U.S. EQUITY BUFFER20 MAR ETF $108.00万0.01%29,908 -571-1.9% -$2.06万 减仓
MRNA MODERNA INC COM $108.04万0.01%15,429 -4,782-23.7% -$33.48万 减仓
VCR VANGUARD CONSUMER DISCRETIONARY ETF $108.32万0.01%2,731 25310.2% $10.03万 加仓
IDCC INTERDIGITAL INC COM $108.32万0.01%3,828 1,83792.3% $51.98万 加仓
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF $108.47万0.01%49,758 6,24614.4% $13.62万 加仓
BDX BECTON DICKINSON & CO COM $108.74万0.01%7,122 4386.6% $6.69万 加仓
UTES VIRTUS REAVES UTILITIES ETF $109.87万0.01%13,442 13,1945,320.2% $107.85万 加仓
WPM WHEATON PRECIOUS METALS CORP COM $109.98万0.01%9,817 -135-1.4% -$1.51万 减仓
NNN NNN REIT INC COM $110.11万0.01%23,646 9,38765.8% $43.71万 加仓
ROP ROPER TECHNOLOGIES INC COM $110.19万0.01%3,257 -886-21.4% -$29.97万 减仓
— NEOS BOOSTED NASDAQ-100 HIGH INCOME ETF $110.31万0.01%20,735 20,735— $110.31万 新建仓
— APPLIED FINANCE IVS US SMID ETF $110.39万0.01%36,891 1,0753.0% $3.22万 加仓
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF $110.74万0.01%27,934 1,1194.2% $4.44万 加仓
MPWR MONOLITHIC PWR SYS INC COM $110.92万0.01%805 8211.3% $11.30万 加仓
GVIP GOLDMAN SACHS HEDGE INDUSTRY VIP ETF $111.08万0.01%5,889 -902-13.3% -$17.01万 减仓
IHI ISHARES U.S. MEDICAL DEVICES ETF $111.89万0.01%22,528 -219-1.0% -$1.09万 减仓
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER $112.02万0.01%25,265 -1,935-7.1% -$8.58万 减仓
AMP AMERIPRISE FINL INC COM $112.18万0.01%2,449 -385-13.6% -$17.64万 减仓
OGE OGE ENERGY CORP COM $112.26万0.01%23,065 6,70040.9% $32.61万 加仓
YUM YUM BRANDS INC COM $112.36万0.01%7,031 1,23421.3% $19.72万 加仓
BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF $112.47万0.01%14,406 9,549196.6% $74.55万 加仓
WAB WABTEC COM $112.67万0.01%4,180 48513.1% $13.07万 加仓
FXZ FIRST TRUST MATERIALS ALPHADEX FUND $112.75万0.01%14,194 3,76136.0% $29.88万 加仓
KHC KRAFT HEINZ CO COM $112.84万0.01%47,712 8,19820.7% $19.39万 加仓
EW EDWARDS LIFESCIENCES CORP COM $112.92万0.01%12,482 -1,557-11.1% -$14.09万 减仓
CRH CRH PLC ORD $113.40万0.01%10,580 1,75619.9% $18.82万 加仓
GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF $113.42万0.01%20,411 1,4957.9% $8.31万 加仓
POR PORTLAND GEN ELEC CO COM NEW $113.48万0.01%21,894 4,90628.9% $25.43万 加仓
— FIRST TRUST ASIA PACIFIC EX-JAPAN ALPHADEX FUND $113.64万0.01%21,233 -448-2.1% -$2.40万 减仓
PAYX PAYCHEX INC COM $113.77万0.01%11,557 790.7% $7,777 加仓
FEP FIRST TRUST EUROPE ALPHADEX FUND $114.22万0.01%20,022 -6-0.0% -$342 减仓
EVRG EVERGY INC COM $114.23万0.01%13,212 2752.1% $2.38万 加仓
LADR LADDER CAP CORP CL A $114.23万0.01%114,802 3,3883.0% $3.37万 加仓
PSA PUBLIC STORAGE COM $114.29万0.01%3,589 68023.4% $21.65万 加仓
AZO AUTOZONE INC COM $114.54万0.01%359 10.3% $3,190 加仓
SYY SYSCO CORP COM $114.56万0.01%13,709 -1,062-7.2% -$8.87万 减仓
FUTY FIDELITY MSCI UTILITIES INDEX ETF $115.29万0.01%19,734 980.5% $5,725 加仓
DHI D R HORTON INC COM $115.32万0.01%7,077 1,08618.1% $17.70万 加仓
SMMD ISHARES RUSSELL 2500 ETF $115.33万0.01%12,599 -847-6.3% -$7.75万 减仓
NI NISOURCE INC COM $115.40万0.01%24,250 2,75212.8% $13.10万 加仓
JEMA JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF $115.52万0.01%18,097 12,485222.5% $79.69万 加仓
PHM PULTE GROUP INC COM $115.62万0.01%8,426 1,98830.9% $27.28万 加仓
FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF $115.83万0.01%19,663 2201.1% $1.30万 加仓
— ALLIANZIM U.S. EQUITY BUFFER15 ETF $115.91万0.01%42,913 26,401159.9% $71.31万 重新持有
MTSI MACOM TECH SOLUTIONS HLDGS INC COM $116.24万0.01%3,057 1,28072.0% $48.67万 加仓
TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF $116.32万0.01%27,511 1,3425.1% $5.67万 加仓
DOW DOW HLDGS INC COM $116.62万0.01%42,577 -4,495-9.5% -$12.31万 减仓
FDMO FIDELITY MOMENTUM FACTOR ETF $116.64万0.01%11,857 1,85218.5% $18.22万 加仓
SUSL ISHARES ESG MSCI USA LEADERS ETF $116.84万0.01%8,805 4956.0% $6.57万 加仓
IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF $116.86万0.01%51,594 31,301154.2% $70.90万 加仓
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND $116.97万0.01%6,741 90815.6% $15.76万 加仓
FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND $116.98万0.01%25,619 18,221246.3% $83.20万 加仓
— ANGEL OAK MORTGAGE-BACKED SECURITIES ETF $117.10万0.01%135,695 135,695— $117.10万 新建仓
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $117.14万0.01%13,240 -366-2.7% -$3.24万 减仓
CGMM CAPITAL GROUP U.S. SMALL AND MID CAP ETF $117.17万0.01%35,540 25,923269.6% $85.47万 加仓
WRB BERKLEY W R CORP COM $117.19万0.01%16,610 2,03113.9% $14.33万 加仓
AVMC AVANTIS U.S. MID CAP EQUITY ETF $117.43万0.01%14,634 -280-1.9% -$2.25万 减仓