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 |
|---|---|---|---|---|---|---|---|---|
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $37.01万 | 0.00% | 7,110 | -3,264 | -31.5% | -$16.99万 | 减仓 |
| TECK | TECK RESOURCES LTD CL B | $37.00万 | 0.00% | 6,958 | 539 | 8.4% | $2.87万 | 加仓 |
| — | MICROSOFT CORP COM 看跌期权 | $36.99万 | 0.00% | 1,000 | -700 | -41.2% | -$25.89万 | 减仓 |
| VLTO | VERALTO CORP COM SHS | $36.97万 | 0.00% | 4,199 | 783 | 22.9% | $6.89万 | 加仓 |
| ALAB | ASTERA LABS INC COM | $36.91万 | 0.00% | 3,472 | 1,311 | 60.7% | $13.94万 | 加仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $36.89万 | 0.00% | 12,104 | 2,729 | 29.1% | $8.32万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC COM | $36.77万 | 0.00% | 7,461 | 637 | 9.3% | $3.14万 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $36.61万 | 0.00% | 1,733 | 379 | 28.0% | $8.01万 | 加仓 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $36.55万 | 0.00% | 15,773 | -3,892 | -19.8% | -$9.02万 | 减仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC PF SHS | $36.48万 | 0.00% | 17,937 | 92 | 0.5% | $1,871 | 加仓 |
| USD | PROSHARES ULTRA SEMICONDUCTORS | $36.48万 | 0.00% | 7,314 | 990 | 15.7% | $4.94万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $36.42万 | 0.00% | 29,109 | 426 | 1.5% | $5,329 | 加仓 |
| HP | HELMERICH & PAYNE INC COM | $36.40万 | 0.00% | 10,537 | -9 | -0.1% | -$311 | 减仓 |
| BALL | BALL CORP COM | $36.23万 | 0.00% | 6,001 | 984 | 19.6% | $5.94万 | 加仓 |
| MBWM | MERCANTILE BK CORP COM | $36.13万 | 0.00% | 7,078 | 4,978 | 237.0% | $25.41万 | 加仓 |
| BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | $36.10万 | 0.00% | 4,857 | -202 | -4.0% | -$1.50万 | 减仓 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $36.00万 | 0.00% | 5,133 | -67 | -1.3% | -$4,699 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER | $35.96万 | 0.00% | 13,503 | 5,654 | 72.0% | $15.06万 | 加仓 |
| RMD | RESMED INC COM | $35.86万 | 0.00% | 1,609 | -1,048 | -39.4% | -$23.36万 | 减仓 |
| IPAC | ISHARES CORE MSCI PACIFIC ETF | $35.85万 | 0.00% | 4,587 | -36 | -0.8% | -$2,814 | 减仓 |
| PRIM | PRIMORIS SVCS CORP COM | $35.80万 | 0.00% | 2,376 | -2,361 | -49.8% | -$35.58万 | 减仓 |
| — | FIRST TRUST LUNT U.S. FACTOR ROTATION ETF | $35.77万 | 0.00% | 10,002 | -1,491 | -13.0% | -$5.33万 | 减仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $35.74万 | 0.00% | 2,395 | 450 | 23.1% | $6.71万 | 加仓 |
| INSM | INSMED INC COM PAR USD.01 | $35.64万 | 0.00% | 2,162 | -154 | -6.6% | -$2.54万 | 减仓 |
| CHWY | CHEWY INC CL A | $35.62万 | 0.00% | 13,380 | 377 | 2.9% | $1.00万 | 加仓 |
| GLNG | GOLAR LNG LTD SHS | $35.60万 | 0.00% | 6,636 | -1,054 | -13.7% | -$5.65万 | 减仓 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $35.59万 | 0.00% | 16,394 | -4,418 | -21.2% | -$9.59万 | 减仓 |
| — | ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF | $35.59万 | 0.00% | 4,198 | -66 | -1.5% | -$5,595 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC COM | $35.56万 | 0.00% | 4,063 | 178 | 4.6% | $1.56万 | 加仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $35.53万 | 0.00% | 5,526 | 77 | 1.4% | $4,951 | 加仓 |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | $35.47万 | 0.00% | 1,986 | -340 | -14.6% | -$6.07万 | 减仓 |
| HURN | HURON CONSULTING GROUP INC COM | $35.47万 | 0.00% | 2,766 | 1,048 | 61.0% | $13.44万 | 加仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $35.45万 | 0.00% | 4,221 | 1,837 | 77.1% | $15.43万 | 加仓 |
| IWC | ISHARES MICRO-CAP ETF | $35.41万 | 0.00% | 2,205 | -49 | -2.2% | -$7,870 | 减仓 |
| BSJT | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | $35.34万 | 0.00% | 16,759 | -4,849 | -22.4% | -$10.22万 | 减仓 |
| CNDT | CONDUENT INC COM | $35.28万 | 0.00% | 265,270 | 371 | 0.1% | $493 | 加仓 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $35.16万 | 0.00% | 8,523 | 764 | 9.8% | $3.15万 | 加仓 |
| CRUS | CIRRUS LOGIC INC COM | $35.11万 | 0.00% | 2,386 | -246 | -9.3% | -$3.62万 | 减仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $35.10万 | 0.00% | 14,760 | 1,562 | 11.8% | $3.71万 | 加仓 |
| JLL | JONES LANG LASALLE INC COM | $35.04万 | 0.00% | 1,146 | -384 | -25.1% | -$11.74万 | 减仓 |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $35.01万 | 0.00% | 10,673 | -4,998 | -31.9% | -$16.39万 | 减仓 |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $34.96万 | 0.00% | 15,609 | -4,566 | -22.6% | -$10.23万 | 减仓 |
| — | JPMORGAN HIGH YIELD MUNICIPAL ETF | $34.90万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $34.87万 | 0.00% | 4,017 | 3,618 | 906.8% | $31.41万 | 加仓 |
| — | AVANTIS ALL EQUITY MARKETS VALUE ETF | $34.78万 | 0.00% | 4,458 | 1,126 | 33.8% | $8.79万 | 加仓 |
| PAX | PATRIA INVESTMENTS LIMITED COM CL A | $34.78万 | 0.00% | 27,516 | 670 | 2.5% | $8,469 | 加仓 |
| DAUG | FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST | $34.75万 | 0.00% | 7,945 | -3,546 | -30.9% | -$15.51万 | 减仓 |
| PL | PLANET LABS PBC COM CL A | $34.68万 | 0.00% | 11,293 | 2,894 | 34.5% | $8.89万 | 加仓 |
| DFCA | DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF | $34.65万 | 0.00% | 6,941 | -100 | -1.4% | -$4,992 | 减仓 |
| — | AFFINITY BANCSHARES INC COM | $34.54万 | 0.00% | 15,476 | -751 | -4.6% | -$1.68万 | 减仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $34.40万 | 0.00% | 7,956 | 2,610 | 48.8% | $11.28万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $34.35万 | 0.00% | 9,042 | 694 | 8.3% | $2.64万 | 加仓 |
| CALI | ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF | $34.30万 | 0.00% | 6,810 | 2,474 | 57.1% | $12.46万 | 加仓 |
| MAYW | ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF | $34.30万 | 0.00% | 10,124 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC COM | $34.19万 | 0.00% | 6,330 | 559 | 9.7% | $3.02万 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 10 BUFFER ETF - JULY | $34.18万 | 0.00% | 16,420 | -53,141 | -76.4% | -$110.63万 | 减仓 |
| — | PACER TRENDPILOT US BOND ETF | $34.12万 | 0.00% | 17,930 | -989 | -5.2% | -$1.88万 | 减仓 |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | $34.08万 | 0.00% | 4,886 | 3,446 | 239.3% | $24.03万 | 加仓 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $33.96万 | 0.00% | 5,731 | 417 | 7.8% | $2.47万 | 加仓 |
| FEMS | FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND | $33.85万 | 0.00% | 7,398 | 2,064 | 38.7% | $9.44万 | 加仓 |
| CCI | CROWN CASTLE INC COM | $33.83万 | 0.00% | 4,185 | -674 | -13.9% | -$5.45万 | 减仓 |
| ROL | ROLLINS INC COM | $33.80万 | 0.00% | 6,320 | 316 | 5.3% | $1.69万 | 加仓 |
| TXT | TEXTRON INC COM | $33.80万 | 0.00% | 3,801 | 66 | 1.8% | $5,868 | 加仓 |
| OR | OR ROYALTIES INC. COM SHS | $33.79万 | 0.00% | 8,425 | -1,909 | -18.5% | -$7.66万 | 减仓 |
| — | BUILD BOND INNOVATION ETF | $33.77万 | 0.00% | 13,359 | 1,223 | 10.1% | $3.09万 | 加仓 |
| GSC | GOLDMAN SACHS SMALL CAP EQUITY ETF | $33.76万 | 0.00% | 6,103 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $33.73万 | 0.00% | 11,152 | 1,468 | 15.2% | $4.44万 | 加仓 |
| VRSN | VERISIGN INC COM | $33.70万 | 0.00% | 1,344 | -127 | -8.6% | -$3.18万 | 减仓 |
| PCEF | INVESCO CEF INCOME COMPOSITE ETF | $33.68万 | 0.00% | 17,641 | 12,035 | 214.7% | $22.98万 | 加仓 |
| WCC | WESCO INTL INC COM | $33.67万 | 0.00% | 1,192 | -802 | -40.2% | -$22.65万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC COM | $33.66万 | 0.00% | 3,353 | 2,287 | 214.5% | $22.96万 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $33.65万 | 0.00% | 9,435 | -105 | -1.1% | -$3,744 | 减仓 |
| JHML | JOHN HANCOCK MULTIFACTOR LARGE CAP ETF | $33.59万 | 0.00% | 4,263 | 1,581 | 58.9% | $12.46万 | 加仓 |
| BSJU | INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF | $33.56万 | 0.00% | 13,077 | -4,701 | -26.4% | -$12.06万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $33.46万 | 0.00% | 17,828 | 7,959 | 80.6% | $14.94万 | 加仓 |
| KMX | CARMAX INC COM | $33.46万 | 0.00% | 8,300 | -924 | -10.0% | -$3.72万 | 减仓 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $33.34万 | 0.00% | 17,871 | -6,276 | -26.0% | -$11.71万 | 减仓 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $33.32万 | 0.00% | 7,092 | -438 | -5.8% | -$2.06万 | 减仓 |
| SPBO | STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | $33.24万 | 0.00% | 11,489 | -2,618 | -18.6% | -$7.57万 | 减仓 |
| AVY | AVERY DENNISON CORP COM | $33.20万 | 0.00% | 1,918 | -143 | -6.9% | -$2.48万 | 减仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $33.16万 | 0.00% | 5,611 | 747 | 15.4% | $4.41万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $33.06万 | 0.00% | 5,207 | 614 | 13.4% | $3.90万 | 加仓 |
| — | PROSHARES ULTRA XRP ETF | $33.04万 | 0.00% | 88,581 | 85,530 | 2,803.3% | $31.90万 | 加仓 |
| — | CAMBRIA TAX AWARE ETF | $33.01万 | 0.00% | 12,037 | -2,510 | -17.3% | -$6.88万 | 减仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $33.01万 | 0.00% | 16,160 | -4,264 | -20.9% | -$8.71万 | 减仓 |
| — | BARINGS CORPORATE INVS COM | $32.70万 | 0.00% | 18,402 | -4,045 | -18.0% | -$7.19万 | 减仓 |
| NOMD | NOMAD FOODS LTD USD ORD SHS | $32.59万 | 0.00% | 34,058 | 1,229 | 3.7% | $1.18万 | 加仓 |
| HUBS | HUBSPOT INC COM | $32.43万 | 0.00% | 1,336 | -370 | -21.7% | -$8.98万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $32.33万 | 0.00% | 8,101 | 417 | 5.4% | $1.66万 | 加仓 |
| JULW | ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF | $32.16万 | 0.00% | 8,258 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD RUSSELL 1000 ETF | $32.16万 | 0.00% | 1,082 | -636 | -37.0% | -$18.90万 | 减仓 |
| — | HEDGEYE 130/30 EQUITY ETF | $32.02万 | 0.00% | 13,600 | 12,517 | 1,155.8% | $29.47万 | 加仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $31.89万 | 0.00% | 6,121 | 728 | 13.5% | $3.79万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $31.88万 | 0.00% | 4,505 | 1,093 | 32.0% | $7.74万 | 加仓 |
| BUFB | INNOVATOR LADDERED ALLOCATION BUFFER ETF | $31.85万 | 0.00% | 8,796 | 8,796 | — | $31.85万 | 新建仓 |
| MSIF | MSC INCOME FUND INC COM | $31.81万 | 0.00% | 26,049 | -390 | -1.5% | -$4,762 | 减仓 |
| JGLO | JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF | $31.63万 | 0.00% | 4,828 | -107 | -2.2% | -$7,010 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $31.60万 | 0.00% | 2,979 | 278 | 10.3% | $2.95万 | 加仓 |
| EPP | ISHARES MSCI PACIFIC EX-JAPAN ETF | $31.51万 | 0.00% | 5,874 | 1,453 | 32.9% | $7.80万 | 加仓 |
| — | THOMSON REUTERS CORP COM | $31.45万 | 0.00% | 3,572 | -435 | -10.9% | -$3.83万 | 减仓 |