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
BTQ BTQ TECHNOLOGIES CORP COM $3.77万0.00%14,574 -7,131-32.9% -$1.85万 减仓
HAYW HAYWARD HLDGS INC COM $3.75万0.00%2,781 -935-25.2% -$1.26万 减仓
FEOE FIRST EAGLE OVERSEAS EQUITY ETF $3.75万0.00%734 -976-57.1% -$4.99万 重新持有
FLGV FRANKLIN U.S. TREASURY BOND ETF $3.75万0.00%1,844 -1-0.1% -$20 减仓
NMIH NMI HLDGS INC COM $3.73万0.00%999 -5-0.5% -$187 减仓
PTNQ PACER TRENDPILOT 100 ETF $3.73万0.00%507 40.8% $294 加仓
AS AMER SPORTS INC COM SHS $3.72万0.00%1,099 879399.5% $2.98万 加仓
BMI BADGER METER INC COM $3.72万0.00%241 -245-50.4% -$3.78万 减仓
ANDE ANDERSONS INC COM $3.71万0.00%510 224.5% $1,599 加仓
WGO WINNEBAGO INDS INC COM $3.70万0.00%1,225 19118.5% $5,770 加仓
— FRANKLIN LTD DURATION INCOME T COM $3.70万0.00%6,333 6,1142,791.8% $3.57万 加仓
— KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF $3.70万0.00%1,990 1,990— $3.70万 新建仓
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF $3.69万0.00%638 6112,263.0% $3.53万 加仓
SSB SOUTHSTATE BK CORP COM $3.68万0.00%393 19497.5% $1.82万 加仓
— MFS INTER INCOME TR SH BEN INT $3.68万0.00%14,763 360.2% $90 加仓
INTA INTAPP INC COM $3.67万0.00%1,467 1,187423.9% $2.97万 加仓
MXL MAXLINEAR INC COM $3.66万0.00%2,070 -115-5.3% -$2,034 减仓
EGBN EAGLE BANCORPORATION INC COM $3.66万0.00%1,443 533.8% $1,344 加仓
TU TELUS CORPORATION COM $3.66万0.00%2,819 2,460685.2% $3.19万 加仓
IQQQ PROSHARES NASDAQ-100 HIGH INCOME ETF $3.65万0.00%872 -96,179-99.1% -$402.88万 减仓
HCI HCI GROUP INC COM $3.65万0.00%237 5328.8% $8,159 加仓
YELP YELP INC CL A $3.63万0.00%1,443 1,161411.7% $2.92万 加仓
— INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL $3.63万0.00%1,478 201.4% $491 加仓
FLV AMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF $3.63万0.00%474 00.0% — 不变
— ARK ISRAEL INNOVATIVE TECHNOLOGY ETF $3.63万0.00%1,324 00.0% — 不变
ABEV AMBEV SA SPONSORED ADR $3.62万0.00%12,202 4,58760.2% $1.36万 加仓
— ROYCE QUANT SMALL-CAP QUALITY VALUE ETF $3.60万0.00%811 00.0% — 不变
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF $3.59万0.00%419 -13-3.0% -$1,115 减仓
CTMX CYTOMX THERAPEUTICS INC. COM $3.59万0.00%7,875 00.0% — 不变
CPER UNITED STATES COPPER INDEX FUND $3.57万0.00%1,040 1,0215,373.7% $3.51万 加仓
ITGR INTEGER HLDGS CORP COM $3.57万0.00%413 -106-20.4% -$9,163 减仓
— CLEARWATER ANALYTICS HLDGS INC CL A $3.57万0.00%1,499 -770-33.9% -$1.83万 减仓
CAKE CHEESECAKE FACTORY INC COM $3.56万0.00%643 172.7% $940 加仓
HAE HAEMONETICS CORP MASS COM $3.55万0.00%632 -155-19.7% -$8,717 减仓
MAN MANPOWERGROUP INC WIS COM $3.55万0.00%1,236 749153.8% $2.15万 加仓
IETC ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF $3.55万0.00%398 00.0% — 不变
OII OCEANEERING INTL INC COM $3.55万0.00%1,033 46983.2% $1.61万 加仓
PRLB PROTO LABS INC COM $3.55万0.00%610 101.7% $581 加仓
— GREAT LAKES DREDGE & DOCK CORP COM $3.54万0.00%2,084 -27-1.3% -$459 减仓
— ISHARES MSCI NEW ZEALAND ETF $3.53万0.00%830 830— $3.53万 新建仓
— MFS GOVT MKTS INCOME TR SH BEN INT $3.53万0.00%12,039 8,439234.4% $2.47万 加仓
UVV UNIVERSAL CORP VA MTNS BK ENT COM $3.52万0.00%674 20844.6% $1.09万 加仓
JHX JAMES HARDIE INDS PLC ORD SHS $3.52万0.00%1,835 -480-20.7% -$9,211 减仓
VAC MARRIOTT VACATIONS WORLDWIDE C COM $3.52万0.00%522 5812.5% $3,912 加仓
HQY HEALTHEQUITY INC COM $3.52万0.00%422 -429-50.4% -$3.58万 减仓
— INVESCO BD FD COM $3.52万0.00%2,350 00.0% — 不变
NUV NUVEEN MUN VALUE FD INC COM $3.51万0.00%3,877 00.0% — 不变
EPOL ISHARES MSCI POLAND ETF $3.50万0.00%959 -219-18.6% -$7,989 减仓
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF $3.50万0.00%782 -172-18.0% -$7,692 减仓
VLGEA VILLAGE SUPER MKT INC CL A NEW $3.49万0.00%815 -117-12.6% -$5,009 减仓
BSM BLACK STONE MINERALS L P COM UNIT $3.49万0.00%2,375 00.0% — 不变
HTHT H WORLD GROUP LTD SPONSORED ADS $3.48万0.00%675 23051.7% $1.19万 加仓
JUCY APTUS ENHANCED YIELD ETF $3.47万0.00%1,566 1,4421,162.9% $3.20万 加仓
DIOD DIODES INC COM $3.47万0.00%504 -85-14.4% -$5,858 减仓
ALKT ALKAMI TECHNOLOGY INC COM $3.47万0.00%2,169 -94-4.2% -$1,505 减仓
FLTW FRANKLIN FTSE TAIWAN ETF $3.46万0.00%503 408429.5% $2.81万 加仓
PTGX PROTAGONIST THERAPEUTICS INC COM $3.45万0.00%333 3612.1% $3,732 加仓
AUPH AURINIA PHARMACEUTICALS INC COM $3.44万0.00%2,222 -268-10.8% -$4,146 减仓
SLVM SYLVAMO CORP COMMON STOCK $3.43万0.00%804 -34-4.1% -$1,452 减仓
— ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF $3.43万0.00%1,415 -86-5.7% -$2,084 减仓
LTC LTC PPTYS INC COM $3.42万0.00%910 101.1% $376 加仓
FSUN FIRSTSUN CAP BANCORP COM $3.41万0.00%929 92630,866.7% $3.40万 加仓
TCBK TRICO BANCSHARES COM $3.41万0.00%711 -24-3.3% -$1,150 减仓
XRAY DENTSPLY SIRONA INC COM $3.40万0.00%2,920 -853-22.6% -$9,946 减仓
AMPX AMPRIUS TECHNOLOGIES INC COMMON STOCK $3.40万0.00%2,193 2,0151,132.0% $3.13万 加仓
FCPT FOUR CORNERS PPTY TR INC COM $3.39万0.00%1,441 32629.2% $7,667 加仓
DSP VIANT TECHNOLOGY INC COM CL A $3.39万0.00%3,017 60.2% $67 加仓
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF $3.39万0.00%724 -183-20.2% -$8,562 减仓
CHPX GLOBAL X AI SEMICONDUCTOR & QUANTUM ETF $3.39万0.00%575 00.0% — 不变
BHK BLACKROCK CORE BD TR SHS BEN INT $3.38万0.00%3,699 872.4% $796 加仓
VCYT VERACYTE INC COM $3.38万0.00%1,042 634155.4% $2.05万 加仓
LPTH LIGHTPATH TECHNOLOGIES INC COM CL A $3.37万0.00%3,300 00.0% — 不变
WLK WESTLAKE CORPORATION COM $3.37万0.00%289 -11-3.7% -$1,282 减仓
WK WORKIVA INC COM CL A $3.37万0.00%564 -105-15.7% -$6,269 减仓
KEP KOREA ELEC PWR CORP SPONSORED ADR $3.37万0.00%2,317 40621.2% $5,899 加仓
UPSD APTUS LARGE CAP UPSIDE ETF $3.37万0.00%1,315 1,315— $3.37万 新建仓
IPGP IPG PHOTONICS CORP COM $3.36万0.00%291 184172.0% $2.13万 加仓
PSEC PROSPECT CAP CORP COM $3.36万0.00%12,822 -114-0.9% -$299 减仓
— SPROTT ACTIVE METALS & MINERS ETF $3.36万0.00%1,220 00.0% — 不变
ATEN A10 NETWORKS INC COM $3.35万0.00%1,393 -862-38.2% -$2.08万 减仓
ICLR ICON PLC SHS $3.35万0.00%301 186.4% $2,006 加仓
CARG CARGURUS INC COM CL A $3.35万0.00%998 -214-17.7% -$7,180 减仓
DQ DAQO NEW ENERGY CORP SPNSRD ADS NEW $3.35万0.00%1,564 23417.6% $5,005 加仓
JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF $3.34万0.00%1,705 00.0% — 不变
NAMS NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES $3.34万0.00%1,018 29440.6% $9,646 加仓
FLDR FIDELITY LOW DURATION BOND FACTOR ETF $3.34万0.00%667 -1,333-66.6% -$6.67万 减仓
PAYO PAYONEER GLOBAL INC COM $3.34万0.00%6,905 2,27949.3% $1.10万 加仓
TALO TALOS ENERGY INC COM $3.32万0.00%2,221 60.3% $90 加仓
KLIC KULICKE & SOFFA INDS INC COM $3.31万0.00%500 16147.5% $1.07万 加仓
AVTR AVANTOR INC COM $3.31万0.00%4,263 -3,675-46.3% -$2.86万 减仓
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF $3.31万0.00%334 172106.2% $1.71万 加仓
FFA FIRST TR ENHANCED EQUITY COM $3.31万0.00%1,600 00.0% — 不变
GNL GLOBAL NET LEASE INC COM NEW $3.30万0.00%3,485 1805.4% $1,705 加仓
ASO ACADEMY SPORTS & OUTDOORS INC COM $3.29万0.00%571 14333.4% $8,250 加仓
XJQCX NUVEEN CR STRATEGIES INCOME FD COM SHS $3.29万0.00%6,812 -1,531-18.4% -$7,395 减仓
ACIW ACI WORLDWIDE INC COM $3.29万0.00%802 26649.6% $1.09万 加仓
CVLT COMMVAULT SYS INC COM $3.28万0.00%418 16363.9% $1.28万 加仓
EXPO EXPONENT INC COM $3.27万0.00%503 -599-54.4% -$3.90万 减仓
— ARCOSA INC COM $3.27万0.00%303 -4-1.3% -$432 减仓
UAA UNDER ARMOUR INC CL A $3.27万0.00%5,687 1,89550.0% $1.09万 加仓