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
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF $522.85万0.04%128,655 -2,932-2.2% -$11.92万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL CL A $523.66万0.04%7 -1-12.5% -$74.81万 减仓
VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF $524.38万0.04%51,760 20,48465.5% $207.52万 加仓
IDEF ISHARES DEFENSE INDUSTRIALS ACTIVE ETF $524.63万0.04%165,154 55,50950.6% $176.33万 加仓
FSLR FIRST SOLAR INC COM $526.35万0.04%22,308 16,421278.9% $387.45万 加仓
NOW SERVICENOW INC COM $526.51万0.04%53,027 5,86512.4% $58.23万 加仓
FTHI FIRST TRUST BUYWRITE INCOME ETF $527.15万0.04%221,026 68,16544.6% $162.57万 加仓
SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF $529.55万0.04%59,407 -6,087-9.3% -$54.26万 减仓
TBIL F/M US TREASURY 3 MONTH BILL FUND $529.89万0.04%106,276 13,99015.2% $69.75万 加仓
BSVO EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF $530.48万0.04%181,735 -72-0.0% -$2,102 减仓
APUE ACTIVEPASSIVE U.S. EQUITY ETF $531.33万0.04%115,006 -6,482-5.3% -$29.95万 减仓
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF $531.51万0.04%105,249 17,54820.0% $88.62万 加仓
— FT VEST U.S. EQUITY QUARTERLY 2.5 TO 15 BUFFER ETF $533.95万0.04%146,020 146,020— $533.95万 新建仓
ARM ARM HOLDINGS PLC SPONSORED ADS $535.54万0.04%15,107 -136-0.9% -$4.82万 减仓
SBUX STARBUCKS CORP COM $540.60万0.04%52,879 1,2092.3% $12.36万 加仓
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF $542.39万0.04%50,622 28,367127.5% $303.94万 加仓
FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF $547.24万0.04%125,083 -3,057-2.4% -$13.37万 减仓
SYK STRYKER CORPORATION COM $549.28万0.04%17,426 3422.0% $10.78万 加仓
AIPO DEFIANCE AI & POWER INFRASTRUCTURE ETF $550.33万0.04%164,759 -5,073-3.0% -$16.95万 减仓
XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF $550.45万0.04%261,494 56,84427.8% $119.66万 加仓
VPLS VANGUARD CORE PLUS BOND ETF $554.89万0.04%71,521 14,48725.4% $112.40万 加仓
DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF $559.74万0.04%131,189 5,6654.5% $24.17万 加仓
EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF $561.21万0.04%76,605 -4,754-5.8% -$34.83万 减仓
INMU ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF $563.42万0.04%232,339 231,30522,369.9% $560.91万 加仓
LMUB ISHARES LONG-TERM NATIONAL MUNI BOND ETF $565.09万0.04%110,326 86,082355.1% $440.91万 加仓
ADP AUTOMATIC DATA PROCESSING INC COM $566.32万0.04%25,284 1,1884.9% $26.61万 加仓
PSX PHILLIPS 66 COM $570.22万0.04%33,699 5,01617.5% $84.88万 加仓
SPGI S&P GLOBAL INC COM $570.73万0.04%14,013 -407-2.8% -$16.58万 减仓
AVUS AVANTIS U.S. EQUITY ETF $572.18万0.04%44,674 8,04322.0% $103.01万 加仓
DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF $577.31万0.05%106,007 -20,270-16.1% -$110.39万 减仓
CMI CUMMINS INC COM $577.57万0.05%8,103 2833.6% $20.17万 加仓
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF $578.61万0.05%127,604 21,21019.9% $96.18万 加仓
FCX FREEPORT MCMORAN INC CL B $579.89万0.05%92,319 -8,381-8.3% -$52.64万 减仓
IGF ISHARES GLOBAL INFRASTRUCTURE ETF $583.36万0.05%87,564 48,721125.4% $324.58万 加仓
NVS NOVARTIS AG SPONSORED ADR $585.28万0.05%37,340 2,8268.2% $44.30万 加仓
SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF $587.66万0.05%122,519 -3,679-2.9% -$17.65万 减仓
UNP UNION PAC CORP COM $594.39万0.05%21,850 1,1095.3% $30.17万 加仓
DFGX DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF $597.65万0.05%111,512 -8,096-6.8% -$43.39万 减仓
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF $600.66万0.05%113,855 3,5573.2% $18.77万 加仓
IWY ISHARES RUSSELL TOP 200 GROWTH ETF $603.23万0.05%20,757 7,37955.2% $214.44万 加仓
UPS UNITED PARCEL SVCS INC CL B $603.77万0.05%56,154 6031.1% $6.48万 加仓
ANET ARISTA NETWORKS INC COM SHS $605.57万0.05%35,720 3,85512.1% $65.35万 加仓
SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF $606.23万0.05%208,973 23,93612.9% $69.44万 加仓
SHOP SHOPIFY INC CL A SUB VTG SHS $611.55万0.05%53,560 3,3016.6% $37.69万 加仓
LIN LINDE PLC SHS $613.31万0.05%11,829 1,22111.5% $63.31万 加仓
OUNZ VANECK MERK GOLD ETF $614.59万0.05%159,261 -31-0.0% -$1,196 减仓
WM WASTE MGMT INC DEL COM $616.45万0.05%27,657 1,1464.3% $25.54万 加仓
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND $616.60万0.05%227,959 -168,176-42.5% -$454.89万 减仓
XAGG EATON VANCE INCOME OPPORTUNITIES ETF $617.26万0.05%123,469 54,18878.2% $270.90万 加仓
— STATE STREET SPDR S&P 500 ETF 看涨期权 $619.82万0.05%8,300 8,2008,200.0% $612.35万 加仓
IALT ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF $621.24万0.05%221,473 221,473— $621.24万 新建仓
IWMI NEOS RUSSELL 2000 HIGH INCOME ETF $622.34万0.05%116,283 14,24414.0% $76.23万 加仓
QQQI NEOS NASDAQ 100 HIGH INCOME ETF $625.08万0.05%110,068 29,39536.4% $166.93万 加仓
— STRATIFIED LARGECAP INDEX ETF $626.83万0.05%64,507 -781-1.2% -$7.59万 减仓
VPU VANGUARD UTILITIES ETF $629.89万0.05%32,181 1,6785.5% $32.84万 加仓
AXP AMERICAN EXPRESS CO COM $631.17万0.05%18,655 1,99212.0% $67.40万 加仓
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF $631.40万0.05%107,163 37,82554.6% $222.86万 加仓
PH PARKER-HANNIFIN CORP COM $631.63万0.05%6,461 3636.0% $35.49万 加仓
JSML JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF $634.82万0.05%68,220 -4,934-6.7% -$45.91万 减仓
ISRG INTUITIVE SURGICAL INC COM NEW $637.56万0.05%16,027 5,73255.7% $228.02万 加仓
SHW SHERWIN WILLIAMS CO COM $640.89万0.05%18,613 6033.3% $20.76万 加仓
MGK VANGUARD MEGA CAP GROWTH ETF $642.69万0.05%73,108 22,43844.3% $197.25万 加仓
MS MORGAN STANLEY COM NEW $644.02万0.05%30,785 1,5475.3% $32.36万 加仓
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND $644.69万0.05%63,951 10,51819.7% $106.03万 加仓
VXF VANGUARD EXTENDED MARKET ETF $646.23万0.05%26,252 4,87222.8% $119.93万 加仓
FJP FIRST TRUST JAPAN ALPHADEX FUND $646.80万0.05%84,743 73,255637.7% $559.12万 加仓
SPMO INVESCO S&P 500 MOMENTUM ETF $648.51万0.05%40,146 -6,122-13.2% -$98.89万 减仓
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF $649.12万0.05%193,998 25,27415.0% $84.57万 加仓
UL UNILEVER PLC SPON ADR NEW $651.00万0.05%108,261 13,52414.3% $81.32万 加仓
IBIT ISHARES BITCOIN TRUST ETF $655.04万0.05%196,745 4,9622.6% $16.52万 加仓
— PINNACLE FOCUSED OPPORTUNITIES ETF $655.85万0.05%146,277 74,683104.3% $334.85万 加仓
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND $656.33万0.05%136,225 29,73627.9% $143.27万 加仓
TMO THERMO FISHER SCIENTIFIC INC COM $656.94万0.05%13,098 3,19432.2% $160.20万 加仓
DEHP DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF $660.07万0.05%154,330 19,56814.5% $83.69万 加仓
UBER UBER TECHNOLOGIES INC COM $660.84万0.05%91,327 4,8995.7% $35.45万 加仓
VOE VANGUARD MID-CAP VALUE ETF $667.66万0.05%33,788 3,27810.7% $64.77万 加仓
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF $669.20万0.05%101,998 1,0141.0% $6.65万 加仓
TER TERADYNE INC COM $670.18万0.05%13,871 1,56712.7% $75.71万 加仓
ABT ABBOTT LABORATORIES COM $671.42万0.05%73,946 1,1281.5% $10.24万 加仓
VRT VERTIV HOLDINGS CO COM CL A $676.47万0.05%20,300 5,24934.9% $174.91万 加仓
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF $682.75万0.05%137,790 -4,205-3.0% -$20.84万 减仓
APP APPLOVIN CORP COM CL A $683.21万0.05%13,271 3983.1% $20.49万 加仓
ACN ACCENTURE PLC IRELAND SHS CLASS A $683.24万0.05%54,904 -130-0.2% -$1.62万 减仓
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND $688.75万0.05%141,542 -9,769-6.5% -$47.54万 减仓
USB US BANCORP COM NEW $693.39万0.05%114,749 14,65514.6% $88.56万 加仓
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF $700.48万0.05%71,506 2780.4% $2.72万 加仓
QFLR INNOVATOR NASDAQ-100 MANAGED FLOOR ETF $702.61万0.05%192,601 6,5523.5% $23.90万 加仓
SCHW SCHWAB CHARLES CORP COM $705.02万0.06%76,446 3,5094.8% $32.36万 加仓
ADI ANALOG DEVICES INC COM $706.63万0.06%17,801 1,2207.4% $48.43万 加仓
BNY BANK OF NY MELLON CORP COM $706.71万0.06%48,877 -4,351-8.2% -$62.91万 减仓
BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF $710.08万0.06%71,451 -5,278-6.9% -$52.45万 减仓
SCHZ SCHWAB US AGGREGATE BOND ETF $710.53万0.06%307,187 93,33643.6% $215.89万 加仓
RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF $717.25万0.06%198,141 107,409118.4% $388.81万 加仓
TXN TEXAS INSTRS INC COM $718.99万0.06%24,167 5,28828.0% $157.32万 加仓
SPUS SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF $719.20万0.06%125,102 5,1184.3% $29.42万 加仓
IWS ISHARES RUSSELL MID-CAP VALUE ETF $720.44万0.06%43,769 24,891131.9% $409.71万 加仓
IWP ISHARES RUSSELL MID-CAP GROWTH ETF $723.48万0.06%49,415 2,3745.0% $34.76万 加仓
JIVE JPMORGAN INTERNATIONAL VALUE ETF $725.03万0.06%78,847 78,0589,893.3% $717.78万 加仓
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF $725.11万0.06%136,376 19,51516.7% $103.76万 加仓
SCHE SCHWAB EMERGING MARKETS EQUITY ETF $725.56万0.06%200,099 47,63531.2% $172.72万 加仓