Farther Finance Advisors, LLC
SAN FRANCISCO CA · SEC CIK 0001992825
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $146.38万 | 0.01% | 11,387 | 2,008 | 21.4% | $25.81万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $146.44万 | 0.01% | 2,593 | -690 | -21.0% | -$38.97万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $146.98万 | 0.01% | 8,552 | 392 | 4.8% | $6.74万 | 加仓 |
| PCG | PG&E CORP COM | $147.03万 | 0.01% | 82,832 | 915 | 1.1% | $1.62万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $147.44万 | 0.01% | 4,143 | -994 | -19.3% | -$35.37万 | 减仓 |
| POCT | INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $148.14万 | 0.01% | 34,215 | -5,676 | -14.2% | -$24.58万 | 减仓 |
| GVAL | CAMBRIA GLOBAL VALUE ETF | $148.79万 | 0.01% | 44,336 | -1,429 | -3.1% | -$4.80万 | 减仓 |
| TTC | TORO CO COM | $148.89万 | 0.01% | 15,926 | -2,182 | -12.0% | -$20.40万 | 减仓 |
| JPUS | JPMORGAN DIVERSIFIED RETURN USE EQUITY | $149.85万 | 0.01% | 11,451 | -196 | -1.7% | -$2.56万 | 减仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $150.38万 | 0.01% | 44,036 | 20,058 | 83.7% | $68.50万 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $151.71万 | 0.01% | 18,143 | -7,013 | -27.9% | -$58.64万 | 减仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $153.11万 | 0.01% | 42,250 | 33,683 | 393.2% | $122.07万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $153.15万 | 0.01% | 17,002 | 1,403 | 9.0% | $12.64万 | 加仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $153.35万 | 0.01% | 17,733 | 5,993 | 51.0% | $51.83万 | 加仓 |
| MMIT | NYLI MACKAY MUNI INTERMEDIATE ETF | $153.72万 | 0.01% | 63,625 | 4,092 | 6.9% | $9.89万 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JULY TRUST UNITS | $153.76万 | 0.01% | 74,711 | 61,964 | 486.1% | $127.52万 | 加仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $153.89万 | 0.01% | 13,354 | 77 | 0.6% | $8,873 | 加仓 |
| DTE | DTE ENERGY CO COM | $154.37万 | 0.01% | 10,493 | 1,977 | 23.2% | $29.09万 | 加仓 |
| IAPR | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL | $154.79万 | 0.01% | 48,403 | 680 | 1.4% | $2.17万 | 加仓 |
| TFLR | T. ROWE PRICE FLOATING RATE ETF | $155.12万 | 0.01% | 30,766 | 2,531 | 9.0% | $12.76万 | 加仓 |
| UMBF | UMB FINL CORP COM | $155.40万 | 0.01% | 13,554 | -14 | -0.1% | -$1,605 | 减仓 |
| AR | ANTERO RESOURCES CORP COM | $155.71万 | 0.01% | 38,109 | -4,317 | -10.2% | -$17.64万 | 减仓 |
| PJAN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | $155.76万 | 0.01% | 33,688 | 24 | 0.1% | $1,110 | 加仓 |
| SAP | SAP SE SPON ADR | $155.87万 | 0.01% | 9,096 | 917 | 11.2% | $15.71万 | 加仓 |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | $155.97万 | 0.01% | 57,768 | 7,261 | 14.4% | $19.60万 | 加仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $156.23万 | 0.01% | 16,187 | 1,504 | 10.2% | $14.52万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $156.49万 | 0.01% | 33,610 | 15,634 | 87.0% | $72.79万 | 加仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $157.40万 | 0.01% | 66,302 | 42,058 | 173.5% | $99.85万 | 加仓 |
| AVNM | AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF | $157.64万 | 0.01% | 20,386 | 2,528 | 14.2% | $19.55万 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $158.02万 | 0.01% | 39,753 | -3,602 | -8.3% | -$14.32万 | 减仓 |
| SLB | SLB LIMITED COM STK | $158.03万 | 0.01% | 31,587 | 5,688 | 22.0% | $28.46万 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $158.77万 | 0.01% | 37,622 | -2,037 | -5.1% | -$8.60万 | 减仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $158.94万 | 0.02% | 68,941 | 15,909 | 30.0% | $36.68万 | 加仓 |
| ONDS | ONDAS INC COM NEW | $159.38万 | 0.02% | 180,913 | -8,731 | -4.6% | -$7.69万 | 减仓 |
| PRF | INVESCO RAFI US 1000 ETF | $159.54万 | 0.02% | 33,405 | -1,017 | -3.0% | -$4.86万 | 减仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $159.97万 | 0.02% | 16,873 | 6,613 | 64.5% | $62.70万 | 加仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $160.02万 | 0.02% | 39,317 | 2,907 | 8.0% | $11.83万 | 加仓 |
| ACIO | APTUS COLLARED INVESTMENT OPPORTUNITY ETF | $160.29万 | 0.02% | 37,993 | 11,920 | 45.7% | $50.29万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $161.04万 | 0.02% | 4,550 | 522 | 13.0% | $18.48万 | 加仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $161.09万 | 0.02% | 7,292 | -272 | -3.6% | -$6.01万 | 减仓 |
| MET | METLIFE INC COM | $161.20万 | 0.02% | 22,650 | -7,989 | -26.1% | -$56.86万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $162.13万 | 0.02% | 28,408 | 3,872 | 15.8% | $22.10万 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $162.45万 | 0.02% | 6,886 | 3,550 | 106.4% | $83.75万 | 加仓 |
| IXN | ISHARES GLOBAL TECH ETF | $162.97万 | 0.02% | 16,031 | -173 | -1.1% | -$1.76万 | 减仓 |
| DECW | ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF | $163.45万 | 0.02% | 48,762 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES CORE U.S. REIT ETF | $163.45万 | 0.02% | 27,452 | 11,775 | 75.1% | $70.11万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $163.72万 | 0.02% | 4,127 | 693 | 20.2% | $27.49万 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $163.98万 | 0.02% | 7,821 | 1,751 | 28.8% | $36.71万 | 加仓 |
| — | STRIVE NATURAL RESOURCES AND SECURITY ETF | $164.00万 | 0.02% | 35,547 | 35,547 | — | $164.00万 | 新建仓 |
| CASY | CASEYS GEN STORES INC COM | $164.02万 | 0.02% | 2,225 | 673 | 43.4% | $49.61万 | 加仓 |
| SRE | SEMPRA COM | $164.02万 | 0.02% | 16,838 | 2,158 | 14.7% | $21.02万 | 加仓 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $164.98万 | 0.02% | 36,731 | -5,690 | -13.4% | -$25.56万 | 减仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $166.28万 | 0.02% | 6,028 | 1,279 | 26.9% | $35.28万 | 加仓 |
| — | PROSHARES SHORT QQQ | $166.39万 | 0.02% | 52,341 | 52,335 | 872,250.0% | $166.37万 | 加仓 |
| SH | PROSHARES SHORT S&P500 | $167.27万 | 0.02% | 44,452 | 44,452 | — | $167.27万 | 新建仓 |
| COHR | COHERENT CORP COM | $167.83万 | 0.02% | 6,773 | 3,639 | 116.1% | $90.17万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $167.88万 | 0.02% | 20,609 | 6,802 | 49.3% | $55.41万 | 加仓 |
| RKLB | ROCKET LAB CORP COM | $167.97万 | 0.02% | 25,636 | -2,670 | -9.4% | -$17.49万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $168.44万 | 0.02% | 3,998 | 169 | 4.4% | $7.12万 | 加仓 |
| JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | $168.96万 | 0.02% | 35,849 | 1,864 | 5.5% | $8.79万 | 加仓 |
| SNTH | MRP SYNTHEQUITY ETF | $168.99万 | 0.02% | 64,061 | 23,803 | 59.1% | $62.79万 | 加仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $170.10万 | 0.02% | 14,762 | 14,762 | — | $170.10万 | 新建仓 |
| EME | EMCOR GROUP INC COM | $170.16万 | 0.02% | 2,240 | -484 | -17.8% | -$36.77万 | 减仓 |
| IPKW | INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF | $170.82万 | 0.02% | 30,096 | -7,692 | -20.4% | -$43.66万 | 减仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $172.14万 | 0.02% | 20,142 | 486 | 2.5% | $4.15万 | 加仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $173.36万 | 0.02% | 28,569 | 21,922 | 329.8% | $133.02万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $173.54万 | 0.02% | 9,226 | 3,349 | 57.0% | $62.99万 | 加仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $173.66万 | 0.02% | 35,951 | -1,271 | -3.4% | -$6.14万 | 减仓 |
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $174.03万 | 0.02% | 34,557 | 10,883 | 46.0% | $54.81万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $175.28万 | 0.02% | 15,088 | 1,531 | 11.3% | $17.79万 | 加仓 |
| — | VIRGINIA NATL BK CHRLOTSVLE VA COM | $175.83万 | 0.02% | 45,539 | 5 | 0.0% | $193 | 加仓 |
| SPGP | INVESCO S&P 500 GARP ETF | $176.39万 | 0.02% | 16,333 | -28 | -0.2% | -$3,024 | 减仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $176.45万 | 0.02% | 37,218 | 1,503 | 4.2% | $7.13万 | 加仓 |
| EOI | EATON VANCE ENHANCED EQUITY COM | $176.48万 | 0.02% | 92,010 | 85,735 | 1,366.3% | $164.44万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $176.70万 | 0.02% | 19,719 | 4,902 | 33.1% | $43.93万 | 加仓 |
| TLN | TALEN ENERGY CORP COM | $177.00万 | 0.02% | 5,395 | 1,752 | 48.1% | $57.48万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO COM | $177.02万 | 0.02% | 19,061 | 732 | 4.0% | $6.80万 | 加仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $177.09万 | 0.02% | 90,189 | -67,046 | -42.6% | -$131.65万 | 减仓 |
| — | ARES DYNAMIC CR ALLOCATION FD COM | $177.84万 | 0.02% | 146,491 | 40,996 | 38.9% | $49.77万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $178.01万 | 0.02% | 100,572 | -9,153 | -8.3% | -$16.20万 | 减仓 |
| EIX | EDISON INTL COM | $178.86万 | 0.02% | 24,308 | 5,642 | 30.2% | $41.51万 | 加仓 |
| — | ELDRIDGE AAA CLO ETF | $179.74万 | 0.02% | 70,265 | 70,265 | — | $179.74万 | 新建仓 |
| PDD | PDD HOLDINGS INC SPONSORED ADS | $180.13万 | 0.02% | 17,698 | 4,170 | 30.8% | $42.44万 | 加仓 |
| HFXI | NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | $180.22万 | 0.02% | 52,662 | -13,315 | -20.2% | -$45.57万 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $180.38万 | 0.02% | 9,996 | -960 | -8.8% | -$17.32万 | 减仓 |
| PPL | PPL CORP COM | $180.71万 | 0.02% | 47,097 | 10,475 | 28.6% | $40.19万 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $181.01万 | 0.02% | 24,068 | 2,794 | 13.1% | $21.01万 | 加仓 |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $181.12万 | 0.02% | 37,710 | 10,847 | 40.4% | $52.10万 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $181.82万 | 0.02% | 36,042 | 6,097 | 20.4% | $30.76万 | 加仓 |
| PDEC | INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $181.89万 | 0.02% | 42,571 | -1,677 | -3.8% | -$7.17万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $182.08万 | 0.02% | 83,447 | 2,545 | 3.1% | $5.55万 | 加仓 |
| IBD | INSPIRE CORPORATE BOND ETF | $183.34万 | 0.02% | 76,807 | 76,807 | — | $183.34万 | 新建仓 |
| XEL | XCEL ENERGY INC COM | $183.36万 | 0.02% | 23,003 | 3,814 | 19.9% | $30.40万 | 加仓 |
| GM | GENERAL MTRS CO COM | $183.45万 | 0.02% | 24,447 | 2,890 | 13.4% | $21.69万 | 加仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $183.65万 | 0.02% | 28,912 | 16,028 | 124.4% | $101.81万 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $183.81万 | 0.02% | 32,829 | 3,300 | 11.2% | $18.48万 | 加仓 |
| EQIX | EQUINIX INC COM | $184.16万 | 0.02% | 1,849 | 170 | 10.1% | $16.93万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $184.56万 | 0.02% | 3,927 | -159 | -3.9% | -$7.47万 | 减仓 |
| — | INNOVATOR EQUITY MANAGED 100 BUFFER ETF | $185.43万 | 0.02% | 70,318 | 67,926 | 2,839.7% | $179.12万 | 加仓 |
| LALT | FIRST TRUST MULTI-STRATEGY ALTERNATIVE ETF | $185.57万 | 0.02% | 76,161 | 34,837 | 84.3% | $84.88万 | 加仓 |