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
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND $94.59万0.01%5,833 5,7577,575.0% $93.36万 加仓
GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF $94.58万0.01%18,916 -41,519-68.7% -$207.60万 减仓
AVGE AVANTIS ALL EQUITY MARKETS ETF $94.54万0.01%10,671 -39-0.4% -$3,455 减仓
J JACOBS SOLUTIONS INC COM $94.53万0.01%7,361 94514.7% $12.14万 加仓
ADM ARCHER DANIELS MIDLAND CO COM $94.17万0.01%13,013 3,63438.7% $26.30万 加仓
CRH CRH PLC ORD $93.71万0.01%8,824 4,22491.8% $44.86万 加仓
PYPL PAYPAL HLDGS INC COM $93.69万0.01%20,992 -8,087-27.8% -$36.09万 减仓
— INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF $93.43万0.01%23,963 -1,898-7.3% -$7.40万 减仓
SYLD CAMBRIA SHAREHOLDER YIELD ETF $93.33万0.01%12,405 12,0383,280.1% $90.57万 加仓
— APPLIED FINANCE IVS US SMID ETF $93.29万0.01%35,816 20,175129.0% $52.55万 加仓
LH LABCORP HOLDINGS INC COM SHS $93.21万0.01%3,417 84432.8% $23.02万 加仓
AKRE AKRE FOCUS ETF $93.07万0.01%17,661 2,14413.8% $11.30万 加仓
JBL JABIL INC COM $92.99万0.01%3,419 1584.8% $4.30万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP COM $92.94万0.01%11,441 1,38313.8% $11.23万 加仓
TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF $92.90万0.01%23,472 -6,545-21.8% -$25.91万 减仓
FXU FIRST TRUST UTILITIES ALPHADEX FUND $92.83万0.01%18,622 7,15762.4% $35.68万 加仓
CGCB CAPITAL GROUP CORE BOND ETF $92.69万0.01%35,270 -143-0.4% -$3,758 减仓
— FIRST TRUST CONSUMER STAPLES ALPHADEX FUND $92.61万0.01%14,509 5,37258.8% $34.29万 加仓
NBIS NEBIUS GROUP N.V. SHS CLASS A $92.47万0.01%9,070 -836-8.4% -$8.52万 减仓
PPG PPG INDS INC COM $92.46万0.01%8,684 87711.2% $9.34万 加仓
AMG AFFILIATED MANAGERS GROUP COM $92.25万0.01%3,373 662.0% $1.81万 加仓
BNS BANK NOVA SCOTIA B C COM $92.16万0.01%13,130 8,286171.1% $58.16万 加仓
IEUR ISHARES CORE MSCI EUROPE ETF $91.87万0.01%12,877 -454-3.4% -$3.24万 减仓
PTL INSPIRE 500 ETF $91.67万0.01%3,642 3,642— $91.67万 新建仓
PPTA PERPETUA RESOURCES CORP COM $91.37万0.01%30,951 27,828891.1% $82.15万 加仓
CTVA CORTEVA INC COM $91.15万0.01%10,876 2,46529.3% $20.66万 加仓
ALB ALBEMARLE CORP COM $90.97万0.01%5,097 -211-4.0% -$3.77万 减仓
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF $90.91万0.01%14,178 1,93115.8% $12.38万 加仓
CQQQ INVESCO CHINA TECHNOLOGY ETF $90.78万0.01%19,786 3,26319.7% $14.97万 加仓
IVES DAN IVES WEDBUSH AI REVOLUTION ETF $90.65万0.01%31,609 10,78451.8% $30.93万 加仓
SCYB SCHWAB HIGH YIELD BOND ETF $90.56万0.01%34,911 27,660381.5% $71.75万 加仓
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF $90.52万0.01%13,099 4,60354.2% $31.81万 加仓
— INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF $90.48万0.01%16,911 00.0% — 不变
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF $90.22万0.01%26,615 4,47220.2% $15.16万 加仓
POR PORTLAND GEN ELEC CO COM NEW $90.20万0.01%16,988 12,976323.4% $68.90万 加仓
— INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF $90.18万0.01%9,276 00.0% — 不变
HAL HALLIBURTON CO COM $90.14万0.01%23,721 9,59267.9% $36.45万 加仓
FTI TECHNIPFMC PLC COM $90.14万0.01%12,915 1,0679.0% $7.45万 加仓
CIFR CIPHER DIGITAL INC COM $89.81万0.01%71,052 8481.2% $1.07万 加仓
VCR VANGUARD CONSUMER DISCRETIONARY ETF $89.68万0.01%2,478 -250-9.2% -$9.05万 减仓
SAN BANCO SANTANDER SA ADR $89.27万0.01%77,160 18,97632.6% $21.96万 加仓
ICF ISHARES SELECT U.S. REIT ETF $89.14万0.01%14,323 -694-4.6% -$4.32万 减仓
— TASEKO MINES LTD COM $89.14万0.01%131,674 131,674— $89.14万 新建仓
YUM YUM BRANDS INC COM $89.09万0.01%5,797 1,08122.9% $16.61万 加仓
DHS WISDOMTREE U.S. HIGH DIVIDEND FUND $88.88万0.01%8,182 -348-4.1% -$3.78万 减仓
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND $88.87万0.01%24,632 2,52211.4% $9.10万 加仓
PNW PINNACLE WEST CAP CORP COM $88.73万0.01%8,739 1,02913.3% $10.45万 加仓
PTRB PGIM TOTAL RETURN BOND ETF $88.43万0.01%21,292 9,47280.1% $39.34万 加仓
AER AERCAP HOLDINGS NV SHS $88.18万0.01%6,301 5,283519.0% $73.94万 加仓
CW CURTISS WRIGHT CORP COM $88.10万0.01%1,264 14813.3% $10.32万 加仓
KHC KRAFT HEINZ CO COM $88.00万0.01%39,514 11,44940.8% $25.50万 加仓
AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF $87.89万0.01%13,575 2,28920.3% $14.82万 加仓
LVHD FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF $87.78万0.01%20,663 1030.5% $4,376 加仓
HALO HALOZYME THERAPEUTICS INC COM $87.20万0.01%13,333 9187.4% $6.00万 加仓
AIG AMERICAN INTL GROUP INC COM NEW $87.19万0.01%11,540 8848.3% $6.68万 加仓
BVN COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR $86.95万0.01%23,386 -5,411-18.8% -$20.12万 减仓
ROST ROSS STORES INC COM $86.31万0.01%3,924 58717.6% $12.91万 加仓
BTI BRITISH AMERN TOB PLC SPONSORED ADR $86.29万0.01%14,905 4,30840.7% $24.94万 加仓
LDOS LEIDOS HOLDINGS INC COM $86.21万0.01%5,526 -1,393-20.1% -$21.73万 减仓
RLY STATE STREET MULTI-ASSET REAL RETURN ETF $86.02万0.01%23,827 2,74413.0% $9.91万 加仓
CGBL CAPITAL GROUP CORE BALANCED ETF $85.99万0.01%24,845 -27,382-52.4% -$94.77万 减仓
FJP FIRST TRUST JAPAN ALPHADEX FUND $85.90万0.01%11,488 -278-2.4% -$2.08万 减仓
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF $85.89万0.01%6,450 4056.7% $5.39万 加仓
— FT VEST DJIA DOGS 10 TARGET INCOME ETF $85.87万0.01%40,315 38,9442,840.6% $82.95万 加仓
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF $85.84万0.01%23,371 6,35937.4% $23.36万 加仓
IGM ISHARES EXPANDED TECH SECTOR ETF $85.74万0.01%7,127 5,080248.2% $61.11万 加仓
GII STATE STREET SPDR S&P GLOBAL INFRASTRUCTURE ETF $85.68万0.01%11,230 00.0% — 不变
IXC ISHARES GLOBAL ENERGY ETF $85.55万0.01%15,326 70.0% $391 加仓
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF $85.21万0.01%47,819 -6,769-12.4% -$12.06万 减仓
BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF $85.12万0.01%41,321 41,321— $85.12万 新建仓
BSCX INVESCO BULLETSHARES 2033 CORPORATE BOND ETF $85.11万0.01%40,215 40,215— $85.11万 新建仓
RF REGIONS FINANCIAL CORP NEW COM $85.11万0.01%32,314 6,15523.5% $16.21万 加仓
VTHR VANGUARD RUSSELL 3000 ETF $85.10万0.01%2,937 1987.2% $5.74万 加仓
FLTB FIDELITY LIMITED TERM BOND ETF $85.05万0.01%16,942 15,190867.0% $76.25万 加仓
BSCZ INVESCO BULLETSHARES 2035 CORPORATE BOND ETF $85.05万0.01%41,416 41,416— $85.05万 新建仓
BSCY INVESCO BULLETSHARES 2034 CORPORATE BOND ETF $85.02万0.01%41,043 41,043— $85.02万 新建仓
SOXQ INVESCO PHLX SEMICONDUCTOR ETF $85.01万0.01%13,840 1,2409.8% $7.62万 加仓
TPR TAPESTRY INC COM $84.85万0.01%5,878 1,90447.9% $27.48万 加仓
HPQ HP INC COM $84.82万0.01%44,761 4,40810.9% $8.35万 加仓
FFEB FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY $84.54万0.01%15,027 -3,506-18.9% -$19.72万 减仓
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF $84.43万0.01%48,042 3,8608.7% $6.78万 加仓
SCHK SCHWAB 1000 INDEX ETF $84.33万0.01%26,720 1,8087.3% $5.71万 加仓
— AMAZON COM INC COM 看跌期权 $84.23万0.01%4,000 00.0% — 不变
SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF $84.21万0.01%34,177 9,79140.2% $24.12万 加仓
LNC LINCOLN NATL CORP IND COM $84.06万0.01%23,853 10,49678.6% $36.99万 加仓
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF $83.88万0.01%34,727 4,53715.0% $10.96万 加仓
SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR $83.82万0.01%40,493 16,17766.5% $33.49万 加仓
CNI CANADIAN NATL RY CO COM $83.62万0.01%8,099 1451.8% $1.50万 加仓
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE $83.41万0.01%19,908 14,996305.3% $62.83万 加仓
WSM WILLIAMS SONOMA INC COM $83.24万0.01%4,615 47911.6% $8.64万 加仓
TSN TYSON FOODS INC CL A $83.20万0.01%12,939 -6,529-33.5% -$41.98万 减仓
CNC CENTENE CORP DEL COM $82.84万0.01%24,401 2,0279.1% $6.88万 加仓
DHI D R HORTON INC COM $82.83万0.01%5,991 -240-3.9% -$3.32万 减仓
— WARNER BROS DISCOVERY INC COM SER A $82.81万0.01%30,123 -13,878-31.5% -$38.15万 减仓
— CITY DIFFERENT INVESTMENTS GLOBAL EQUITY ETF $82.78万0.01%33,287 8,00731.7% $19.91万 加仓
FEBW ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF $82.66万0.01%24,566 6,52336.2% $21.95万 加仓
— CULLEN ENHANCED EQUITY INCOME ETF $82.66万0.01%31,889 -220-0.7% -$5,702 减仓
QTUM DEFIANCE QUANTUM ETF $82.31万0.01%7,531 3795.3% $4.14万 加仓
— CSP INC COM $82.24万0.01%101,277 101,277— $82.24万 新建仓
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF $82.13万0.01%8,936 -596-6.3% -$5.48万 减仓