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
— ACCENTURE PLC IRELAND SHS CLASS A 看跌期权 $23.75万0.00%1,200 1,200— $23.75万 新建仓
AVBC AVIDIA BANCORP INC COMMON STOCK $23.74万0.00%12,000 00.0% — 不变
SM SM ENERGY COMPANY COM $23.73万0.00%8,044 7,019684.8% $20.71万 加仓
NTAP NETAPP INC COM $23.72万0.00%2,325 974.4% $9,897 加仓
RMBS RAMBUS INC DEL COM $23.71万0.00%2,636 29312.5% $2.64万 加仓
IT GARTNER INC COM $23.61万0.00%1,525 443.0% $6,811 加仓
PGX INVESCO PREFERRED ETF $23.46万0.00%21,389 1680.8% $1,843 加仓
AGO ASSURED GUARANTY LTD COM $23.44万0.00%2,907 1073.8% $8,629 加仓
OWL BLUE OWL CAPITAL INC COM CL A $23.42万0.00%26,890 8,85349.1% $7.71万 加仓
ALC ALCON AG ORD SHS $23.42万0.00%3,101 -426-12.1% -$3.22万 减仓
INGR INGREDION INC COM $23.39万0.00%2,102 32718.4% $3.64万 加仓
ARMK ARAMARK COM $23.38万0.00%5,584 1,11124.8% $4.65万 加仓
WF WOORI FINL GROUP INC SPONSORED ADS $23.28万0.00%3,469 2608.1% $1.74万 加仓
— PIMCO BROAD U.S. TIPS INDEX ETF $23.27万0.00%4,393 1062.5% $5,615 加仓
SHC SOTERA HEALTH CO COM $23.26万0.00%15,643 7004.7% $1.04万 加仓
— ISHARES BLOCKCHAIN AND TECH ETF $23.21万0.00%6,361 00.0% — 不变
YYY AMPLIFY CEF HIGH INCOME ETF $23.17万0.00%20,972 20,972— $23.17万 新建仓
LPG DORIAN LPG LTD SHS USD $23.06万0.00%6,858 -1,143-14.3% -$3.84万 减仓
NDSN NORDSON CORP COM $23.04万0.00%862 -6,095-87.6% -$162.93万 减仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR OCTOBER $23.04万0.00%8,597 00.0% — 不变
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST $23.02万0.00%4,846 3,616294.0% $17.18万 加仓
JD JD.COM INC SPON ADS CL A $23.02万0.00%7,973 -9,712-54.9% -$28.04万 减仓
APLD APPLIED DIGITAL CORP COM NEW $22.93万0.00%9,361 1,04412.6% $2.56万 加仓
VNO VORNADO RLTY TR SH BEN INT $22.91万0.00%8,960 1,25416.3% $3.21万 加仓
MTDR MATADOR RES CO COM $22.91万0.00%3,776 2,526202.1% $15.32万 加仓
MOH MOLINA HEALTHCARE INC COM $22.89万0.00%1,685 1,047164.1% $14.22万 加仓
ECHO ECHOSTAR CORP CL A $22.89万0.00%1,898 1,199171.5% $14.46万 加仓
BWX SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF $22.86万0.00%10,411 9,8931,909.8% $21.73万 加仓
OZK BANK OZK LITTLE ROCK ARK COM $22.79万0.00%4,936 1,14730.3% $5.30万 加仓
SPXC SPX TECHNOLOGIES INC COM $22.73万0.00%1,119 484.5% $9,752 加仓
DMAR FT VEST US EQUITY DEEP BUFFER ETF - MARCH $22.68万0.00%5,333 -1,066-16.7% -$4.53万 减仓
CTRE CARETRUST REIT INC COM $22.67万0.00%6,105 -656-9.7% -$2.44万 减仓
— GLOBAL X MSCI SUPERDIVIDEND EAFE ETF $22.60万0.00%10,613 5,963128.2% $12.70万 加仓
GAL STATE STREET GLOBAL ALLOCATION ETF $22.56万0.00%4,532 270.6% $1,344 加仓
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF $22.55万0.00%5,667 3386.3% $1.35万 加仓
VALQ AMERICAN CENTURY U.S. QUALITY VALUE ETF $22.54万0.00%3,475 00.0% — 不变
EPS WISDOMTREE U.S. LARGECAP FUND $22.51万0.00%3,284 3,284— $22.51万 新建仓
CLB CORE LABORATORIES INC COM $22.48万0.00%13,955 4,01040.3% $6.46万 加仓
PTLC PACER TRENDPILOT US LARGE CAP ETF $22.46万0.00%4,267 -1,149-21.2% -$6.05万 减仓
— HOLOGIC INC COM $22.44万0.00%2,968 -287-8.8% -$2.17万 减仓
CHD CHURCH & DWIGHT CO INC COM $22.43万0.00%2,416 421.8% $3,900 加仓
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF $22.41万0.00%4,435 00.0% — 不变
FAF FIRST AMERN FINL CORP COM $22.41万0.00%3,780 2105.9% $1.25万 加仓
— ADVISORSHARES DORSEY WRIGHT FSM ALL CAP WORLD ETF $22.41万0.00%5,158 -4,038-43.9% -$17.54万 减仓
FLR FLUOR CORP COM $22.40万0.00%4,712 -384-7.5% -$1.83万 减仓
LVS LAS VEGAS SANDS CORP COM $22.33万0.00%4,111 -5,644-57.9% -$30.66万 减仓
EWC ISHARES MSCI CANADA ETF $22.31万0.00%4,044 3,7151,129.2% $20.50万 加仓
RRC RANGE RES CORP COM $22.26万0.00%5,117 -598-10.5% -$2.60万 减仓
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH $22.23万0.00%4,115 80124.2% $4.33万 加仓
AVT AVNET INC COM $22.18万0.00%3,525 36511.6% $2.30万 加仓
JPC NUVEEN PFD & INCOME OPPORTUNIT COM $22.18万0.00%28,466 6,76631.2% $5.27万 加仓
SCMB SCHWAB MUNICIPAL BOND ETF $22.16万0.00%8,706 7,706770.6% $19.61万 加仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST $22.15万0.00%8,292 -26,923-76.5% -$71.93万 减仓
AFRM AFFIRM HLDGS INC COM CL A $22.15万0.00%4,864 84921.1% $3.87万 加仓
BSMS INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF $22.14万0.00%9,448 -5,519-36.9% -$12.93万 减仓
— FIDELITY INTERNATIONAL HIGH DIVIDEND ETF $22.04万0.00%7,944 76610.7% $2.13万 加仓
VSXY VICTORIAS SECRET AND CO COMMON STOCK $21.95万0.00%4,639 1,32039.8% $6.25万 加仓
— SOUND ENHANCED FIXED INCOME ETF $21.95万0.00%12,740 -117-0.9% -$2,016 减仓
CSQ CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT $21.84万0.00%12,561 8,527211.4% $14.83万 加仓
HECA HEDGEYE CAPITAL ALLOCATION ETF $21.83万0.00%7,622 7,622— $21.83万 新建仓
TREX TREX INC COM $21.78万0.00%5,956 -353-5.6% -$1.29万 减仓
— AVALONBAY CMNTYS INC COM $21.76万0.00%1,319 -236-15.2% -$3.89万 减仓
XPH STATE STREET SPDR S&P PHARMACEUTICALS ETF $21.71万0.00%3,968 3,968— $21.71万 新建仓
ICLN ISHARES GLOBAL CLEAN ENERGY ETF $21.71万0.00%11,897 1,64516.0% $3.00万 加仓
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST $21.68万0.00%4,539 2,895176.1% $13.83万 加仓
PAAS PAN AMERN SILVER CORP COM $21.66万0.00%3,898 -20-0.5% -$1,112 减仓
— INVESCO S&P SMALLCAP ENERGY ETF $21.63万0.00%3,662 1,06240.8% $6.27万 加仓
BSMR INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF $21.58万0.00%9,129 -5,658-38.3% -$13.38万 减仓
IYK ISHARES U.S. CONSUMER STAPLES ETF $21.56万0.00%3,099 -2,866-48.0% -$19.94万 减仓
MDU MDU RES GROUP INC COM $21.49万0.00%10,219 8739.3% $1.84万 加仓
DGT STATE STREET SPDR GLOBAL DOW ETF $21.42万0.00%1,252 1,252— $21.42万 新建仓
BAX BAXTER INTL INC COM $21.41万0.00%12,757 -1,465-10.3% -$2.46万 减仓
— INNOVATOR PREMIUM INCOME 15 BUFFER ETF - JANUARY $21.40万0.00%8,814 1,98229.0% $4.81万 加仓
KBE STATE STREET SPDR S&P BANK ETF $21.36万0.00%3,553 1173.4% $7,033 加仓
FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW $21.33万0.00%15,956 13,964701.0% $18.67万 加仓
EFX EQUIFAX INC COM $21.32万0.00%1,187 25927.9% $4.65万 加仓
ASTE ASTEC INDS INC COM $21.29万0.00%3,791 2,245145.2% $12.61万 加仓
PJT PJT PARTNERS INC COM CL A $21.28万0.00%1,511 -574-27.5% -$8.08万 减仓
MUSA MURPHY USA INC COM $21.23万0.00%429 16461.9% $8.12万 加仓
TPG TPG INC COM CL A $21.17万0.00%5,431 1,03323.5% $4.03万 加仓
LEVI LEVI STRAUSS & CO NEW CL A COM STK $21.16万0.00%11,135 2,34226.6% $4.45万 加仓
— STATE STREET SPDR S&P GLOBAL DIVIDEND ETF $21.07万0.00%2,723 -209-7.1% -$1.62万 减仓
TAGG T. ROWE PRICE QM U.S. BOND ETF $21.07万0.00%4,940 4008.8% $1.71万 加仓
FTAI FTAI AVIATION LTD SHS $20.96万0.00%839 10013.5% $2.50万 加仓
FAD FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND $20.96万0.00%1,302 00.0% — 不变
AEO AMERICAN EAGLE OUTFITTERS INC COM $20.95万0.00%12,096 10,322581.8% $17.88万 加仓
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A $20.89万0.00%8,807 -18,281-67.5% -$43.36万 减仓
GMF STATE STREET SPDR S&P EMERGING ASIA PACIFIC ETF $20.84万0.00%1,525 -7-0.5% -$956 减仓
BNL BROADSTONE NET LEASE INC COM $20.82万0.00%11,253 -4-0.0% -$74 减仓
EL LAUDER ESTEE COS INC CL A $20.80万0.00%2,942 49720.3% $3.51万 加仓
NTES NETEASE COM INC SPONSORED ADS $20.80万0.00%1,846 693.9% $7,775 加仓
FEGE FIRST EAGLE GLOBAL EQUITY ETF $20.80万0.00%4,396 -6,009-57.8% -$28.43万 减仓
EWBC EAST WEST BANCORP INC COM $20.69万0.00%1,892 34822.5% $3.80万 加仓
— JANUS HENDERSON GROUP PLC ORD SHS $20.63万0.00%4,012 56916.5% $2.93万 加仓
LYFT LYFT INC CL A COM $20.54万0.00%15,455 -8,878-36.5% -$11.80万 减仓
— SIMPLIFY INTEREST RATE HEDGE ETF $20.51万0.00%4,507 3,910654.9% $17.79万 加仓
BBRE JPMORGAN BETABUILDERS MSCI US REIT ETF $20.50万0.00%2,130 -431-16.8% -$4.15万 减仓
HESM HESS MIDSTREAM LP CL A SHS $20.50万0.00%5,377 2,01760.0% $7.69万 加仓
— BITWISE 10 CRYPTO INDEX ETF $20.43万0.00%4,548 4,548— $20.43万 新建仓
— NEXTERA ENERGY INC COM 看跌期权 $20.43万0.00%2,200 2,200— $20.43万 新建仓