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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC COM | $958.39万 | 0.09% | 41,998 | 1,563 | 3.9% | $35.67万 | 加仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $947.52万 | 0.09% | 94,526 | -17,573 | -15.7% | -$176.15万 | 减仓 |
| TJX | TJX COS INC NEW COM | $936.84万 | 0.09% | 57,819 | 9,854 | 20.5% | $159.66万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $921.64万 | 0.09% | 71,790 | 1,559 | 2.2% | $20.01万 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $921.13万 | 0.09% | 184,855 | 67,250 | 57.2% | $335.11万 | 加仓 |
| DIVB | ISHARES CORE DIVIDEND ETF | $919.49万 | 0.09% | 170,782 | -73,232 | -30.0% | -$394.28万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $916.10万 | 0.09% | 41,997 | 5,065 | 13.7% | $110.48万 | 加仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $909.80万 | 0.09% | 87,137 | -52,716 | -37.7% | -$550.41万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $903.01万 | 0.09% | 103,071 | 6,800 | 7.1% | $59.58万 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $898.27万 | 0.08% | 236,885 | -14,634 | -5.8% | -$55.49万 | 减仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $897.70万 | 0.08% | 195,621 | -5,565 | -2.8% | -$25.54万 | 减仓 |
| BUXX | STRIVE ENHANCED INCOME SHORT MATURITY ETF | $897.11万 | 0.08% | 443,453 | 326,455 | 279.0% | $660.42万 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $894.81万 | 0.08% | 207,565 | -15,216 | -6.8% | -$65.60万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $894.37万 | 0.08% | 190,009 | 134,208 | 240.5% | $631.72万 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $888.09万 | 0.08% | 179,340 | -7,192 | -3.9% | -$35.61万 | 减仓 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $884.92万 | 0.08% | 195,691 | 800 | 0.4% | $3.62万 | 加仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $884.14万 | 0.08% | 167,577 | 136,536 | 439.9% | $720.36万 | 加仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $870.68万 | 0.08% | 218,217 | 5,471 | 2.6% | $21.83万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $866.06万 | 0.08% | 146,858 | 37,278 | 34.0% | $219.84万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $853.76万 | 0.08% | 182,311 | -7,815 | -4.1% | -$36.60万 | 减仓 |
| VGUS | VANGUARD ULTRA-SHORT TREASURY ETF | $839.97万 | 0.08% | 111,336 | 5,923 | 5.6% | $44.69万 | 加仓 |
| GLW | CORNING INC COM | $835.01万 | 0.08% | 58,646 | 6,505 | 12.5% | $92.62万 | 加仓 |
| SFLR | INNOVATOR EQUITY MANAGED FLOOR ETF | $829.50万 | 0.08% | 232,287 | 67,148 | 40.7% | $239.79万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $815.32万 | 0.08% | 17,516 | 600 | 3.5% | $27.93万 | 加仓 |
| ETN | EATON CORP PLC SHS | $813.41万 | 0.08% | 22,251 | 2,129 | 10.6% | $77.83万 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $810.40万 | 0.08% | 60,491 | 5,360 | 9.7% | $71.81万 | 加仓 |
| CRM | SALESFORCE INC COM | $809.73万 | 0.08% | 43,478 | 7,013 | 19.2% | $130.61万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $808.67万 | 0.08% | 87,880 | -2,001 | -2.2% | -$18.41万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $808.67万 | 0.08% | 23,070 | 480 | 2.1% | $16.83万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $808.53万 | 0.08% | 85,100 | 43,468 | 104.4% | $412.99万 | 加仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $808.20万 | 0.08% | 111,246 | 110,505 | 14,913.0% | $802.82万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $804.87万 | 0.08% | 61,488 | 7,627 | 14.2% | $99.84万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $802.42万 | 0.08% | 48,800 | 20,598 | 73.0% | $338.69万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $800.62万 | 0.08% | 56,208 | 3,502 | 6.6% | $49.88万 | 加仓 |
| EVSM | EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF | $800.34万 | 0.08% | 159,336 | 47,227 | 42.1% | $237.22万 | 加仓 |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $794.85万 | 0.08% | 162,347 | 157,821 | 3,487.0% | $772.69万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $794.17万 | 0.07% | 56,605 | -207 | -0.4% | -$2.90万 | 减仓 |
| CAIE | CALAMOS AUTOCALLABLE INCOME ETF | $792.04万 | 0.07% | 317,707 | 76,504 | 31.7% | $190.72万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $788.69万 | 0.07% | 184,316 | 97,693 | 112.8% | $418.03万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | $786.22万 | 0.07% | 234,621 | 11,011 | 4.9% | $36.90万 | 加仓 |
| DIS | DISNEY WALT CO COM | $775.75万 | 0.07% | 80,339 | 9,788 | 13.9% | $94.51万 | 加仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $769.33万 | 0.07% | 76,330 | 3,120 | 4.3% | $31.45万 | 加仓 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $760.85万 | 0.07% | 76,729 | -986 | -1.3% | -$9.78万 | 减仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $760.19万 | 0.07% | 151,311 | 11,301 | 8.1% | $56.78万 | 加仓 |
| PFE | PFIZER INC COM | $755.02万 | 0.07% | 264,455 | 43,681 | 19.8% | $124.71万 | 加仓 |
| RSPG | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | $754.52万 | 0.07% | 71,228 | -7,646 | -9.7% | -$80.99万 | 减仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $751.67万 | 0.07% | 122,103 | 110,157 | 922.1% | $678.13万 | 加仓 |
| BSY | BENTLEY SYS INC COM CL B | $746.84万 | 0.07% | 218,375 | 3,102 | 1.4% | $10.61万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $745.51万 | 0.07% | 72,818 | 10,668 | 17.2% | $109.22万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $743.80万 | 0.07% | 43,913 | -5,244 | -10.7% | -$88.82万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $741.26万 | 0.07% | 53,065 | -11,040 | -17.2% | -$154.22万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $741.05万 | 0.07% | 191,783 | 6,612 | 3.6% | $25.55万 | 加仓 |
| THIR | THOR INDEX ROTATION ETF | $739.74万 | 0.07% | 237,325 | 21,238 | 9.8% | $66.20万 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $736.16万 | 0.07% | 49,737 | 16,827 | 51.1% | $249.06万 | 加仓 |
| JUST | GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | $736.05万 | 0.07% | 78,937 | 1,826 | 2.4% | $17.03万 | 加仓 |
| KLAC | KLA CORP COM NEW | $732.81万 | 0.07% | 4,822 | 759 | 18.7% | $115.35万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $730.19万 | 0.07% | 159,292 | -24,094 | -13.1% | -$110.45万 | 减仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $728.23万 | 0.07% | 128,029 | -3,572 | -2.7% | -$20.32万 | 减仓 |
| DE | DEERE & CO COM | $726.04万 | 0.07% | 12,722 | 939 | 8.0% | $53.59万 | 加仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $720.75万 | 0.07% | 215,085 | 3,345 | 1.6% | $11.21万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $712.25万 | 0.07% | 64,539 | 10,403 | 19.2% | $114.81万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $703.36万 | 0.07% | 113,941 | 35,658 | 45.6% | $220.12万 | 加仓 |
| — | STATE STREET SPDR S&P 500 ETF 看跌期权 | $701.11万 | 0.07% | 10,700 | -1,800 | -14.4% | -$117.94万 | 减仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $695.09万 | 0.07% | 78,907 | -12,851 | -14.0% | -$113.20万 | 减仓 |
| APH | AMPHENOL CORP CL A | $694.65万 | 0.07% | 54,397 | -1,666 | -3.0% | -$21.27万 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $694.48万 | 0.07% | 125,086 | 41,223 | 49.2% | $228.87万 | 加仓 |
| C | CITIGROUP INC COM NEW | $692.69万 | 0.07% | 60,077 | 2,685 | 4.7% | $30.96万 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $690.89万 | 0.07% | 21,118 | 993 | 4.9% | $32.49万 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $688.37万 | 0.07% | 67,659 | 559 | 0.8% | $5.69万 | 加仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $684.97万 | 0.06% | 306,339 | 87,916 | 40.3% | $196.58万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $684.02万 | 0.06% | 104,463 | -24,115 | -18.8% | -$157.90万 | 减仓 |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $682.85万 | 0.06% | 126,277 | 41,231 | 48.5% | $222.96万 | 加仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $681.63万 | 0.06% | 264,710 | 108,168 | 69.1% | $278.53万 | 加仓 |
| BX | BLACKSTONE INC COM | $678.19万 | 0.06% | 59,317 | 10,640 | 21.9% | $121.65万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $673.65万 | 0.06% | 72,937 | 9,553 | 15.1% | $88.23万 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $665.53万 | 0.06% | 141,995 | 126,371 | 808.8% | $592.30万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $663.35万 | 0.06% | 66,870 | -1,738 | -2.5% | -$17.24万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $657.97万 | 0.06% | 40,952 | 9,024 | 28.3% | $144.99万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $650.91万 | 0.06% | 31,108 | 14,245 | 84.5% | $298.06万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $647.74万 | 0.06% | 78,495 | 12,432 | 18.8% | $102.59万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $645.02万 | 0.06% | 16,400 | -440 | -2.6% | -$17.31万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $643.90万 | 0.06% | 53,228 | 3,917 | 7.9% | $47.38万 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $642.20万 | 0.06% | 189,049 | -276,415 | -59.4% | -$938.98万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $631.32万 | 0.06% | 362,621 | 275,100 | 314.3% | $478.95万 | 加仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $629.79万 | 0.06% | 125,934 | 85,649 | 212.6% | $428.33万 | 加仓 |
| DFGX | DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF | $629.02万 | 0.06% | 119,608 | 70,138 | 141.8% | $368.86万 | 加仓 |
| AVES | AVANTIS EMERGING MARKETS VALUE ETF | $628.82万 | 0.06% | 104,576 | -18,485 | -15.0% | -$111.15万 | 减仓 |
| QFLR | INNOVATOR NASDAQ-100 MANAGED FLOOR ETF | $623.64万 | 0.06% | 186,049 | 18,732 | 11.2% | $62.79万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $623.57万 | 0.06% | 20,944 | -2,534 | -10.8% | -$75.45万 | 减仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $619.83万 | 0.06% | 116,861 | 13,232 | 12.8% | $70.18万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $619.77万 | 0.06% | 86,428 | 2,099 | 2.5% | $15.05万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $616.29万 | 0.06% | 100,700 | 29,939 | 42.3% | $183.23万 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $614.31万 | 0.06% | 83,602 | 32,520 | 63.7% | $238.96万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $613.09万 | 0.06% | 14,420 | 1,263 | 9.6% | $53.70万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $612.40万 | 0.06% | 26,511 | 1,542 | 6.2% | $35.62万 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $606.92万 | 0.06% | 30,503 | 1,435 | 4.9% | $28.55万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $605.85万 | 0.06% | 47,041 | 23,890 | 103.2% | $307.68万 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $605.77万 | 0.06% | 19,160 | 14,752 | 334.7% | $466.40万 | 加仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $602.97万 | 0.06% | 126,198 | 3,069 | 2.5% | $14.66万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $596.29万 | 0.06% | 21,764 | 682 | 3.2% | $18.69万 | 加仓 |