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
GVA GRANITE CONSTR INC COM $27.18万0.00%2,222 47727.3% $5.83万 加仓
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF $27.14万0.00%5,502 2,800103.6% $13.81万 加仓
FTV FORTIVE CORP COM $27.11万0.00%4,850 91523.3% $5.11万 加仓
AUR AURORA INNOVATION INC CLASS A COM $27.10万0.00%64,841 14,80629.6% $6.19万 加仓
RL RALPH LAUREN CORP CL A $27.09万0.00%767 -130-14.5% -$4.59万 减仓
FDLO FIDELITY LOW VOLATILITY FACTOR ETF $27.05万0.00%4,168 -1,732-29.4% -$11.24万 减仓
SNEX STONEX GROUP INC COM $27.04万0.00%3,348 55519.9% $4.48万 加仓
IDHQ INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF $27.00万0.00%7,473 -166-2.2% -$5,997 减仓
ALK ALASKA AIR GROUP INC COM $26.96万0.00%7,160 1,92936.9% $7.26万 加仓
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS $26.85万0.00%2,008 68051.2% $9.09万 加仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER $26.84万0.00%10,460 -5,968-36.3% -$15.31万 减仓
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF $26.82万0.00%1,503 1228.8% $2.18万 加仓
— MANZIL RUSSELL HALAL USA BROAD MARKET ETF $26.64万0.00%5,230 2,08466.2% $10.61万 加仓
PNFP PINNACLE FINL PARTNERS INC COM $26.62万0.00%3,030 1314.5% $1.15万 加仓
BIP BROOKFIELD INFRASTRUCTURE PART LP INT UNIT $26.60万0.00%7,318 -348-4.5% -$1.26万 减仓
INFY INFOSYS LTD SPONSORED ADR $26.59万0.00%19,992 4,39628.2% $5.85万 加仓
OTEX OPEN TEXT CORP COM $26.57万0.00%11,788 3,32739.3% $7.50万 加仓
— ADVISORSHARES INSIDER ADVANTAGE ETF $26.54万0.00%2,081 00.0% — 不变
PSIX POWER SOLUTIONS INTL INC COM NEW $26.52万0.00%4,007 -957-19.3% -$6.33万 减仓
ISPY PROSHARES S&P 500 HIGH INCOME ETF $26.52万0.00%6,115 5,6901,338.8% $24.67万 加仓
IGHG PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED $26.46万0.00%3,411 200.6% $1,551 加仓
HTGC HERCULES CAPITAL INC COM $26.45万0.00%18,166 4,87036.6% $7.09万 加仓
OKTA OKTA INC CL A $26.43万0.00%3,340 -263-7.3% -$2.08万 减仓
LYV LIVE NATION ENTERTAINMENT INC COM $26.36万0.00%1,727 1559.9% $2.37万 加仓
— ALPS MEDICAL BREAKTHROUGHS ETF $26.31万0.00%4,978 00.0% — 不变
BRTR ISHARES TOTAL RETURN ACTIVE ETF $26.23万0.00%5,241 2,46688.9% $12.34万 加仓
RJF RAYMOND JAMES FINL INC COM $26.23万0.00%1,829 1015.8% $1.45万 加仓
TTD THE TRADE DESK INC COM CL A $26.23万0.00%11,932 2,36824.8% $5.21万 加仓
FNB F N B CORP COM $26.13万0.00%15,460 -4,117-21.0% -$6.96万 减仓
JBTM JBT MAREL CORPORATION COM $26.13万0.00%2,029 1,9643,021.5% $25.29万 加仓
PODD INSULET CORP COM $26.12万0.00%1,262 16314.8% $3.37万 加仓
— STATE STREET SPDR S&P KENSHO CLEAN POWER ETF $26.08万0.00%2,853 -87-3.0% -$7,952 减仓
IVOG VANGUARD S&P MID-CAP 400 GROWTH ETF $26.07万0.00%2,061 41325.1% $5.22万 加仓
VMI VALMONT INDS INC COM $26.03万0.00%640 16835.6% $6.83万 加仓
EMBJ EMBRAER S.A. SPONSORED ADS $25.95万0.00%4,160 2606.7% $1.62万 加仓
PAG PENSKE AUTOMOTIVE GRP INC COM $25.94万0.00%1,739 1197.3% $1.78万 加仓
— GLOBAL X S&P 500 COVERED CALL & GROWTH ETF $25.85万0.00%9,751 -909-8.5% -$2.41万 减仓
BUCK SIMPLIFY TREASURY OPTION INCOME ETF $25.84万0.00%10,974 -55,555-83.5% -$130.80万 减仓
LPX LOUISIANA PAC CORP COM $25.82万0.00%3,552 210.6% $1,527 加仓
EMN EASTMAN CHEM CO COM $25.79万0.00%3,402 78129.8% $5.92万 加仓
— SOUND EQUITY DIVIDEND INCOME ETF $25.76万0.00%9,358 -404-4.1% -$1.11万 减仓
SMCI SUPER MICRO COMPUTER INC COM NEW $25.65万0.00%11,394 -810-6.6% -$1.82万 减仓
TRP TC ENERGY CORP COM $25.63万0.00%4,118 1,51158.0% $9.40万 加仓
NBBK NB BANCORP INC COM $25.54万0.00%12,018 160.1% $340 加仓
TXRH TEXAS ROADHOUSE INC COM $25.52万0.00%1,574 1298.9% $2.09万 加仓
NAC NUVEEN CA DIVI ADV MUN COM $25.51万0.00%21,822 -5,327-19.6% -$6.23万 减仓
WT WISDOMTREE INC COM $25.48万0.00%17,610 17,2294,522.0% $24.93万 加仓
MSGK MADISON SQUARE GRDN SPRT CORP CL A $25.43万0.00%798 512179.0% $16.32万 加仓
IHAK ISHARES CYBERSECURITY & TECH ETF $25.38万0.00%5,732 -2,155-27.3% -$9.54万 减仓
GDXJ VANECK JUNIOR GOLD MINERS ETF $25.30万0.00%2,020 -896-30.7% -$11.22万 减仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY $25.28万0.00%9,962 -1,694-14.5% -$4.30万 减仓
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF $25.20万0.00%5,310 -379-6.7% -$1.80万 减仓
FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND $25.15万0.00%1,608 -8,127-83.5% -$127.13万 减仓
VRP INVESCO VARIABLE RATE PREFERRED ETF $25.12万0.00%10,433 2502.5% $6,020 加仓
MANH MANHATTAN ASSOCIATES INC COM $25.11万0.00%1,870 -558-23.0% -$7.49万 减仓
SDRL SEADRILL LTD COM $25.11万0.00%5,636 3,128124.7% $13.94万 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW $25.11万0.00%3,708 34610.3% $2.34万 加仓
S SENTINELONE INC CL A $25.10万0.00%18,856 4,00327.0% $5.33万 加仓
G GENPACT LIMITED SHS $25.05万0.00%6,728 2904.5% $1.08万 加仓
SDIV GLOBAL X SUPERDIVIDEND ETF $25.04万0.00%9,949 6,217166.6% $15.65万 加仓
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF $25.01万0.00%5,837 -2,262-27.9% -$9.69万 减仓
— STRIVE 1000 VALUE ETF $24.97万0.00%7,110 -135-1.9% -$4,741 减仓
BJ BJS WHSL CLUB HLDGS INC COM $24.87万0.00%2,629 -210-7.4% -$1.99万 减仓
BBWI BATH & BODY WORKS INC COM $24.82万0.00%12,839 1,56813.9% $3.03万 加仓
TOST TOAST INC CL A $24.82万0.00%9,519 1,54919.4% $4.04万 加仓
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF $24.76万0.00%5,477 4,9921,029.3% $22.57万 加仓
ARGX ARGENX SE SPONSORED ADR $24.75万0.00%333 -22-6.2% -$1.64万 减仓
QDEF FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND $24.75万0.00%3,089 -7-0.2% -$561 减仓
CG CARLYLE GROUP INC COM $24.73万0.00%5,215 62913.7% $2.98万 加仓
EWU ISHARES MSCI UNITED KINGDOM ETF $24.73万0.00%5,335 4,057317.4% $18.80万 加仓
SAIC SCIENCE APPLICATIONS INTL CORP COM $24.71万0.00%2,539 -734-22.4% -$7.14万 减仓
AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF $24.67万0.00%5,190 1,59644.4% $7.59万 加仓
— ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF $24.62万0.00%7,615 00.0% — 不变
MHK MOHAWK INDS INC COM $24.60万0.00%2,474 43921.6% $4.37万 加仓
AVA AVISTA CORP COM $24.60万0.00%6,048 2,05751.5% $8.37万 加仓
MWA MUELLER WTR PRODS INC COM SER A $24.58万0.00%8,760 831.0% $2,329 加仓
SYBT STOCK YDS BANCORP INC COM $24.58万0.00%3,694 1303.6% $8,649 加仓
EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF $24.52万0.00%6,240 3,518129.2% $13.82万 加仓
BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF $24.51万0.00%5,366 -673-11.1% -$3.07万 减仓
— IDX DYNAMIC FIXED INCOME ETF $24.49万0.00%10,761 10,761— $24.49万 新建仓
IVT INVENTRUST PPTYS CORP COM NEW $24.48万0.00%8,045 1,76028.0% $5.36万 加仓
MQY BLACKROCK MUNIYILD QULT FD INC COM $24.48万0.00%22,090 22,090— $24.48万 新建仓
TLTW ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF $24.46万0.00%10,818 10,6456,153.2% $24.07万 加仓
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK $24.45万0.00%10,445 5635.7% $1.32万 加仓
— GLOBAL X AGING POPULATION ETF $24.39万0.00%6,757 5,543456.6% $20.00万 加仓
STM STMICROELECTRONICS N V NY REGISTRY $24.38万0.00%7,064 4,254151.4% $14.68万 加仓
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF $24.27万0.00%6,789 -370-5.2% -$1.32万 减仓
JPIN JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF $24.26万0.00%3,361 -230-6.4% -$1.66万 减仓
— FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL $24.23万0.00%6,087 -549-8.3% -$2.19万 减仓
FSS FEDERAL SIGNAL CORP COM $24.19万0.00%2,205 -293-11.7% -$3.21万 减仓
— SP FUNDS S&P GLOBAL REIT SHARIA ETF $24.14万0.00%12,186 3,89246.9% $7.71万 加仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH $24.10万0.00%8,725 4,883127.1% $13.49万 加仓
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF $24.07万0.00%9,556 870.9% $2,192 加仓
FLQM FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF $24.04万0.00%4,370 -634-12.7% -$3.49万 减仓
CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF $24.02万0.00%9,468 2,44534.8% $6.20万 加仓
PBA PEMBINA PIPELINE CORP COM $23.96万0.00%5,477 1202.2% $5,250 加仓
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF $23.91万0.00%3,210 -6,307-66.3% -$46.98万 减仓
MDIV MULTI-ASSET DIVERSIFIED INCOME INDEX FUND $23.90万0.00%14,781 -529-3.5% -$8,553 减仓
PTY PIMCO CORPORATE & INCOME OPPOR COM $23.88万0.00%19,576 6,34347.9% $7.74万 加仓
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF $23.85万0.00%3,099 -316-9.3% -$2.43万 减仓