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 |
|---|---|---|---|---|---|---|---|---|
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $436.10万 | 0.04% | 29,526 | -4,621 | -13.5% | -$68.25万 | 减仓 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $438.72万 | 0.04% | 164,068 | 10,373 | 6.7% | $27.74万 | 加仓 |
| VPLS | VANGUARD CORE PLUS BOND ETF | $440.84万 | 0.04% | 57,034 | 47,379 | 490.7% | $366.22万 | 加仓 |
| FDG | AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF | $441.20万 | 0.04% | 38,261 | 2,878 | 8.1% | $33.19万 | 加仓 |
| PDBA | INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF | $441.78万 | 0.04% | 122,140 | 122,140 | — | $441.78万 | 新建仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $441.85万 | 0.04% | 29,256 | 1,185 | 4.2% | $17.90万 | 加仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $442.08万 | 0.04% | 105,939 | 105,939 | — | $442.08万 | 新建仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $443.05万 | 0.04% | 21,380 | 612 | 2.9% | $12.68万 | 加仓 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $448.52万 | 0.04% | 67,527 | 33,073 | 96.0% | $219.67万 | 加仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $451.01万 | 0.04% | 125,524 | 8,091 | 6.9% | $29.07万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $452.03万 | 0.04% | 1,080 | -27 | -2.4% | -$11.30万 | 减仓 |
| WCPB | WEITZ CORE PLUS BOND ETF | $456.15万 | 0.04% | 180,476 | -4,943 | -2.7% | -$12.49万 | 减仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $457.92万 | 0.04% | 131,587 | 59,321 | 82.1% | $206.44万 | 加仓 |
| DEHP | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | $459.13万 | 0.04% | 134,762 | -32,435 | -19.4% | -$110.51万 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $459.90万 | 0.04% | 98,102 | -654 | -0.7% | -$3.07万 | 减仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $460.14万 | 0.04% | 92,286 | 12,016 | 15.0% | $59.91万 | 加仓 |
| BSVO | EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | $462.22万 | 0.04% | 181,807 | 181,807 | — | $462.22万 | 新建仓 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $464.00万 | 0.04% | 272,621 | 110,966 | 68.6% | $188.86万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $467.25万 | 0.04% | 51,670 | -2,506 | -4.6% | -$22.66万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $474.43万 | 0.04% | 51,552 | 8,888 | 20.8% | $81.80万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $478.06万 | 0.05% | 100,984 | 12,698 | 14.4% | $60.11万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $478.15万 | 0.05% | 10,295 | 345 | 3.5% | $16.02万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $478.49万 | 0.05% | 16,672 | 1,458 | 9.6% | $41.85万 | 加仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $483.57万 | 0.05% | 70,584 | -7,380 | -9.5% | -$50.56万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $485.00万 | 0.05% | 24,096 | 5,069 | 26.6% | $102.03万 | 加仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $485.39万 | 0.05% | 128,140 | 20,443 | 19.0% | $77.44万 | 加仓 |
| IWMI | NEOS RUSSELL 2000 HIGH INCOME ETF | $485.71万 | 0.05% | 102,039 | 102,039 | — | $485.71万 | 新建仓 |
| MS | MORGAN STANLEY COM NEW | $485.84万 | 0.05% | 29,238 | -506 | -1.7% | -$8.41万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $489.81万 | 0.05% | 9,904 | 362 | 3.8% | $17.90万 | 加仓 |
| APUE | ACTIVEPASSIVE U.S. EQUITY ETF | $490.33万 | 0.05% | 121,488 | 121,488 | — | $490.33万 | 新建仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $490.57万 | 0.05% | 106,394 | 63,234 | 146.5% | $291.56万 | 加仓 |
| NOW | SERVICENOW INC COM | $490.67万 | 0.05% | 47,162 | 3,893 | 9.0% | $40.50万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $494.03万 | 0.05% | 105,090 | -3,853 | -3.5% | -$18.11万 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $495.28万 | 0.05% | 213,851 | 38,043 | 21.6% | $88.11万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $496.96万 | 0.05% | 146,424 | 2,458 | 1.7% | $8.34万 | 加仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $497.35万 | 0.05% | 81,359 | 1,289 | 1.6% | $7.88万 | 加仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $498.02万 | 0.05% | 65,494 | -3,382 | -4.9% | -$25.72万 | 减仓 |
| DGCB | DIMENSIONAL GLOBAL CREDIT ETF | $498.60万 | 0.05% | 91,975 | 56,470 | 159.0% | $306.12万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $499.28万 | 0.05% | 12,873 | 1,238 | 10.6% | $48.02万 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $501.88万 | 0.05% | 106,489 | 18,127 | 20.5% | $85.43万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $502.32万 | 0.05% | 16,663 | 1,108 | 7.1% | $33.40万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $503.74万 | 0.05% | 152,464 | 10,204 | 7.2% | $33.71万 | 加仓 |
| PSX | PHILLIPS 66 COM | $503.79万 | 0.05% | 28,683 | -2,278 | -7.4% | -$40.01万 | 减仓 |
| UNP | UNION PAC CORP COM | $504.25万 | 0.05% | 20,741 | 5,568 | 36.7% | $135.37万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $510.70万 | 0.05% | 59,342 | -12,357 | -17.2% | -$106.34万 | 减仓 |
| JSML | JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF | $517.69万 | 0.05% | 73,154 | 5,336 | 7.9% | $37.76万 | 加仓 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $520.05万 | 0.05% | 143,186 | 60,155 | 72.4% | $218.48万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $520.14万 | 0.05% | 76,333 | -5,274 | -6.5% | -$35.94万 | 减仓 |
| LIN | LINDE PLC SHS | $523.87万 | 0.05% | 10,608 | 2,296 | 27.6% | $113.39万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $527.93万 | 0.05% | 176,093 | 117,317 | 199.6% | $351.72万 | 加仓 |
| USB | US BANCORP COM NEW | $528.00万 | 0.05% | 100,094 | 15,814 | 18.8% | $83.42万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $529.76万 | 0.05% | 46,268 | -12,393 | -21.1% | -$141.90万 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $531.09万 | 0.05% | 94,737 | 7,001 | 8.0% | $39.25万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $531.55万 | 0.05% | 16,581 | 249 | 1.5% | $7.98万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $534.27万 | 0.05% | 48,267 | 2,682 | 5.9% | $29.69万 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $535.24万 | 0.05% | 34,514 | 136 | 0.4% | $2.11万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $535.82万 | 0.05% | 53,433 | 21,434 | 67.0% | $214.94万 | 加仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $538.27万 | 0.05% | 185,037 | 35,948 | 24.1% | $104.57万 | 加仓 |
| LOW | LOWES COS INC COM | $539.11万 | 0.05% | 22,846 | 1,917 | 9.2% | $45.24万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $543.90万 | 0.05% | 55,551 | 12,856 | 30.1% | $125.87万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $545.76万 | 0.05% | 110,298 | 39,662 | 56.1% | $196.25万 | 加仓 |
| INTU | INTUIT COM | $548.11万 | 0.05% | 12,870 | -51 | -0.4% | -$2.17万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $555.98万 | 0.05% | 9,926 | 2,275 | 29.7% | $127.43万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $561.44万 | 0.05% | 6,098 | 813 | 15.4% | $74.85万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $562.37万 | 0.05% | 13,291 | 3,521 | 36.0% | $148.98万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $562.74万 | 0.05% | 17,084 | 2,291 | 15.5% | $75.46万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $563.37万 | 0.05% | 30,510 | 527 | 1.8% | $9.73万 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $564.21万 | 0.05% | 168,724 | -12,887 | -7.1% | -$43.09万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $568.23万 | 0.05% | 193,606 | 24,812 | 14.7% | $72.82万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $568.60万 | 0.05% | 14,506 | 1,249 | 9.4% | $48.96万 | 加仓 |
| BA | BOEING CO COM | $572.64万 | 0.05% | 27,621 | 3,669 | 15.3% | $76.07万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $573.01万 | 0.05% | 8 | 1 | 14.3% | $71.63万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $575.75万 | 0.05% | 4,030 | 183 | 4.8% | $26.14万 | 加仓 |
| — | STRATIFIED LARGECAP INDEX ETF | $578.57万 | 0.05% | 65,288 | -1,824 | -2.7% | -$16.16万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $580.49万 | 0.05% | 59,691 | 19,255 | 47.6% | $187.25万 | 加仓 |
| SPUS | SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF | $583.60万 | 0.06% | 119,984 | 4,795 | 4.2% | $23.32万 | 加仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $584.78万 | 0.06% | 163,392 | 3,761 | 2.4% | $13.46万 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $585.26万 | 0.06% | 109,210 | 94,371 | 636.0% | $505.73万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $586.59万 | 0.06% | 18,010 | 4,012 | 28.7% | $130.67万 | 加仓 |
| LGOV | FIRST TRUST LONG DURATION OPPORTUNITIES ETF | $587.21万 | 0.06% | 272,486 | 25,165 | 10.2% | $54.23万 | 加仓 |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $590.00万 | 0.06% | 118,976 | 77,550 | 187.2% | $384.57万 | 加仓 |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $591.41万 | 0.06% | 116,857 | -32,245 | -21.6% | -$163.19万 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $595.67万 | 0.06% | 50,259 | 4,335 | 9.4% | $51.38万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $596.29万 | 0.06% | 21,764 | 682 | 3.2% | $18.69万 | 加仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $602.97万 | 0.06% | 126,198 | 3,069 | 2.5% | $14.66万 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $605.77万 | 0.06% | 19,160 | 14,752 | 334.7% | $466.40万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $605.85万 | 0.06% | 47,041 | 23,890 | 103.2% | $307.68万 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $606.92万 | 0.06% | 30,503 | 1,435 | 4.9% | $28.55万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $612.40万 | 0.06% | 26,511 | 1,542 | 6.2% | $35.62万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $613.09万 | 0.06% | 14,420 | 1,263 | 9.6% | $53.70万 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $614.31万 | 0.06% | 83,602 | 32,520 | 63.7% | $238.96万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $616.29万 | 0.06% | 100,700 | 29,939 | 42.3% | $183.23万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $619.77万 | 0.06% | 86,428 | 2,099 | 2.5% | $15.05万 | 加仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $619.83万 | 0.06% | 116,861 | 13,232 | 12.8% | $70.18万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $623.57万 | 0.06% | 20,944 | -2,534 | -10.8% | -$75.45万 | 减仓 |
| QFLR | INNOVATOR NASDAQ-100 MANAGED FLOOR ETF | $623.64万 | 0.06% | 186,049 | 18,732 | 11.2% | $62.79万 | 加仓 |
| AVES | AVANTIS EMERGING MARKETS VALUE ETF | $628.82万 | 0.06% | 104,576 | -18,485 | -15.0% | -$111.15万 | 减仓 |
| DFGX | DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF | $629.02万 | 0.06% | 119,608 | 70,138 | 141.8% | $368.86万 | 加仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $629.79万 | 0.06% | 125,934 | 85,649 | 212.6% | $428.33万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $631.32万 | 0.06% | 362,621 | 275,100 | 314.3% | $478.95万 | 加仓 |