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
VFH VANGUARD FINANCIALS ETF $185.71万0.02%15,368 6,91081.7% $83.50万 加仓
EOG EOG RES INC COM $186.26万0.02%13,264 2,88927.8% $40.57万 加仓
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW $186.94万0.02%88,469 9,51612.1% $20.11万 加仓
ADSK AUTODESK INC COM $187.46万0.02%7,881 430.5% $1.02万 加仓
PKW INVESCO BUYBACK ACHIEVERS ETF $188.14万0.02%14,245 6,49583.8% $85.78万 加仓
FAST FASTENAL CO COM $188.20万0.02%40,360 6,02717.6% $28.10万 加仓
LITE LUMENTUM HLDGS INC COM $188.33万0.02%2,463 1,258104.4% $96.19万 加仓
PWZ INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF $188.41万0.02%78,602 7190.9% $1.72万 加仓
ALLW STATE STREET BRIDGEWATER ALL WEATHER ETF $188.45万0.02%65,051 48,293288.2% $139.90万 加仓
XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF $188.94万0.02%31,168 -1,283-4.0% -$7.78万 减仓
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF $189.61万0.02%17,269 10,719163.6% $117.69万 加仓
MSI MOTOROLA SOLUTIONS INC COM NEW $189.92万0.02%4,375 88825.5% $38.55万 加仓
DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF $190.43万0.02%45,976 9,96127.7% $41.26万 加仓
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF $191.12万0.02%8,546 -10,784-55.8% -$241.18万 减仓
DOW DOW HLDGS INC COM $191.54万0.02%47,072 21,82286.4% $88.79万 加仓
— FIRST CAP INC COM $192.49万0.02%38,398 -10,782-21.9% -$54.05万 减仓
— FT VEST U.S. EQUITY DUAL DIRECTIONAL BUFFER ETF - AUGUST $192.69万0.02%62,310 20,31048.4% $62.81万 加仓
FBCG FIDELITY BLUE CHIP GROWTH ETF $193.96万0.02%38,061 21,536130.3% $109.75万 加仓
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF $194.24万0.02%26,715 -190-0.7% -$1.38万 减仓
KMB KIMBERLY-CLARK CORP COM $194.49万0.02%19,933 3,69022.7% $36.00万 加仓
CTAS CINTAS CORP COM $194.72万0.02%11,318 690.6% $1.19万 加仓
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF $195.22万0.02%43,047 2,0425.0% $9.26万 加仓
ET ENERGY TRANSFER L P COM UT LTD PTN $195.53万0.02%102,800 -34,178-25.0% -$65.01万 减仓
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF $195.59万0.02%37,319 4,86315.0% $25.49万 加仓
JCI JOHNSON CTLS INTL PLC SHS $195.77万0.02%14,531 1901.3% $2.56万 加仓
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE $196.11万0.02%34,520 -576-1.6% -$3.27万 减仓
SCHH SCHWAB U.S. REIT ETF $197.52万0.02%91,529 51,356127.8% $110.83万 加仓
SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF $198.15万0.02%62,429 1,2622.1% $4.01万 加仓
DSI ISHARES ESG MSCI KLD 400 ETF $199.27万0.02%16,314 1,2648.4% $15.44万 加仓
URI UNITED RENTALS INC COM $199.39万0.02%2,726 240.9% $1.76万 加仓
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF $199.55万0.02%25,016 8,10147.9% $64.62万 加仓
AGI ALAMOS GOLD INC COM CL A $199.61万0.02%43,746 31,975271.6% $145.90万 加仓
PRU PRUDENTIAL FINL INC COM $200.11万0.02%20,423 3,58621.3% $35.14万 加仓
ILF ISHARES LATIN AMERICA 40 ETF $200.32万0.02%56,142 -62,636-52.7% -$223.49万 减仓
IJJ ISHARES S&P MID-CAP 400 VALUE ETF $200.62万0.02%15,067 1,3199.6% $17.56万 加仓
PLD PROLOGIS INC. COM $200.79万0.02%15,060 1,1017.9% $14.68万 加仓
APIE ACTIVEPASSIVE INTERNATIONAL EQUITY ETF $201.46万0.02%56,432 56,432— $201.46万 新建仓
CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF $201.84万0.02%68,491 11,03419.2% $32.52万 加仓
SCIO FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF $202.08万0.02%97,931 47,80195.4% $98.64万 加仓
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF $202.34万0.02%32,041 1,2524.1% $7.91万 加仓
RCL ROYAL CARIBBEAN GROUP COM $203.42万0.02%7,212 1,19219.8% $33.62万 加仓
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF $203.68万0.02%104,345 -61,178-37.0% -$119.42万 减仓
JGRO JPMORGAN ACTIVE GROWTH ETF $204.77万0.02%23,983 -296-1.2% -$2.53万 减仓
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF $205.06万0.02%68,651 -493-0.7% -$1.47万 减仓
VGLT VANGUARD LONG-TERM TREASURY ETF $205.15万0.02%37,233 20,844127.2% $114.85万 加仓
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF $207.29万0.02%22,085 -15,274-40.9% -$143.36万 减仓
IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF $207.73万0.02%36,845 -10,032-21.4% -$56.56万 减仓
COR CENCORA INC COM $207.97万0.02%6,547 3054.9% $9.69万 加仓
VEEV VEEVA SYS INC CL A COM $208.07万0.02%12,045 1,57515.0% $27.21万 加仓
FDX FEDEX CORP COM $208.12万0.02%5,792 1,02021.4% $36.65万 加仓
VLUE ISHARES MSCI USA VALUE FACTOR ETF $208.28万0.02%14,388 7445.5% $10.77万 加仓
ICVT ISHARES CONVERTIBLE BOND ETF $208.74万0.02%20,302 4,49628.4% $46.23万 加仓
ED CONSOLIDATED EDISON INC COM $208.81万0.02%18,331 1,87311.4% $21.34万 加仓
PAAA PGIM AAA CLO ETF $209.44万0.02%40,906 -22,411-35.4% -$114.74万 减仓
RIVN RIVIAN AUTOMOTIVE INC COM CL A $209.59万0.02%140,285 2,6912.0% $4.02万 加仓
APD AIR PRODUCTS AND CHEMICALS INC COM $210.10万0.02%7,259 2,60155.8% $75.28万 加仓
HSY HERSHEY CO COM $210.42万0.02%10,371 1,29014.2% $26.17万 加仓
FTNT FORTINET INC COM $210.66万0.02%25,959 -4,088-13.6% -$33.17万 减仓
SCZ ISHARES MSCI EAFE SMALL-CAP ETF $210.90万0.02%26,469 1,6296.6% $12.98万 加仓
— WAHED FTSE USA SHARIAH ETF $211.05万0.02%35,234 -488-1.4% -$2.92万 减仓
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND $211.19万0.02%23,615 4,83125.7% $43.20万 加仓
CDNS CADENCE DESIGN SYSTEM INC COM $211.30万0.02%7,541 -238-3.1% -$6.67万 减仓
IQV IQVIA HLDGS INC COM $212.23万0.02%12,310 1,49013.8% $25.69万 加仓
VRTX VERTEX PHARMACEUTICALS INC COM $212.55万0.02%4,752 3317.5% $14.80万 加仓
RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF $213.30万0.02%26,152 5,20124.8% $42.42万 加仓
LCTU ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF $213.69万0.02%30,216 3,45412.9% $24.43万 加仓
APCB ACTIVEPASSIVE CORE BOND ETF $214.14万0.02%72,912 72,912— $214.14万 新建仓
PCAR PACCAR INC COM $214.18万0.02%18,204 9365.4% $11.01万 加仓
QDPL PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF $215.05万0.02%53,190 -12,085-18.5% -$48.86万 减仓
CI THE CIGNA GROUP COM $215.45万0.02%8,060 6719.1% $17.94万 加仓
— INVESCO QQQ TRUST SERIES I 看跌期权 $216.19万0.02%3,700 3,700— $216.19万 新建仓
CIEN CIENA CORP COM NEW $217.48万0.02%5,236 2,09766.8% $87.10万 加仓
PWB INVESCO LARGE CAP GROWTH ETF $220.21万0.02%17,204 6,21356.5% $79.53万 加仓
BAR GRANITESHARES GOLD SHARES $220.53万0.02%46,991 2,0214.5% $9.48万 加仓
— INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF $221.05万0.02%63,870 63,870— $221.05万 新建仓
HCA HCA HEALTHCARE INC COM $221.23万0.02%4,660 3919.2% $18.56万 加仓
VOOG VANGUARD S&P 500 GROWTH ETF $221.32万0.02%5,359 70715.2% $29.20万 加仓
IREN IREN LIMITED ORDINARY SHARES $221.98万0.02%65,115 -849-1.3% -$2.89万 减仓
CLS CELESTICA INC COM $222.20万0.02%7,697 5427.6% $15.65万 加仓
SNOW SNOWFLAKE INC COM SHS $222.73万0.02%14,546 2,16317.5% $33.12万 加仓
AMT AMERICAN TOWER CORP COM $223.28万0.02%13,056 1,35611.6% $23.19万 加仓
QLTY GMO US QUALITY ETF $223.29万0.02%61,024 -3,040-4.7% -$11.12万 减仓
— INVESCO S&P 500 EQUAL WEIGHT COMMUNICATION SERVICES ETF $223.40万0.02%59,670 -1,183-1.9% -$4.43万 减仓
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF $223.98万0.02%26,403 13,934111.7% $118.20万 加仓
ALL ALLSTATE CORP COM $224.06万0.02%10,978 2,33427.0% $47.64万 加仓
WELL WELLTOWER INC COM $224.40万0.02%11,284 1,14111.2% $22.69万 加仓
KCE STATE STREET SPDR S&P CAPITAL MARKETS ETF $225.08万0.02%16,411 -8,264-33.5% -$113.34万 减仓
F FORD MTR CO COM $225.14万0.02%192,760 -3,756-1.9% -$4.39万 减仓
MLPA GLOBAL X MLP ETF $225.41万0.02%42,140 -5,783-12.1% -$30.93万 减仓
JSI JANUS HENDERSON SECURITIZED INCOME ETF $225.69万0.02%43,781 -21,798-33.2% -$112.37万 减仓
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF $226.31万0.02%109,647 21,50524.4% $44.39万 加仓
SIVR ABRDN PHYSICAL SILVER SHARES ETF $226.97万0.02%31,713 3771.2% $2.70万 加仓
KR KROGER CO COM $226.99万0.02%32,179 -9,392-22.6% -$66.25万 减仓
SFLO VICTORYSHARES SMALL CAP FREE CASH FLOW ETF $228.28万0.02%75,724 -15,413-16.9% -$46.46万 减仓
CHRW C H ROBINSON WORLDWIDE IN COM NEW $228.95万0.02%13,588 -2,799-17.1% -$47.16万 减仓
HWKN HAWKINS INC COM $229.34万0.02%14,680 -410-2.7% -$6.41万 减仓
RDDT REDDIT INC CL A $229.40万0.02%16,845 3,88830.0% $52.95万 加仓
IBB ISHARES BIOTECHNOLOGY ETF $229.63万0.02%13,498 4,42448.8% $75.26万 加仓
ETR ENTERGY CORP NEW COM $229.78万0.02%20,231 -2,038-9.2% -$23.15万 减仓
ESGE ISHARES ESG AWARE MSCI EM ETF $229.90万0.02%50,197 14,47240.5% $66.28万 加仓