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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $595.67万 | 0.06% | 50,259 | 4,335 | 9.4% | $51.38万 | 加仓 |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $591.41万 | 0.06% | 116,857 | -32,245 | -21.6% | -$163.19万 | 减仓 |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $590.00万 | 0.06% | 118,976 | 77,550 | 187.2% | $384.57万 | 加仓 |
| LGOV | FIRST TRUST LONG DURATION OPPORTUNITIES ETF | $587.21万 | 0.06% | 272,486 | 25,165 | 10.2% | $54.23万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $586.59万 | 0.06% | 18,010 | 4,012 | 28.7% | $130.67万 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $585.26万 | 0.06% | 109,210 | 94,371 | 636.0% | $505.73万 | 加仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $584.78万 | 0.06% | 163,392 | 3,761 | 2.4% | $13.46万 | 加仓 |
| SPUS | SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF | $583.60万 | 0.06% | 119,984 | 4,795 | 4.2% | $23.32万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $580.49万 | 0.05% | 59,691 | 19,255 | 47.6% | $187.25万 | 加仓 |
| — | STRATIFIED LARGECAP INDEX ETF | $578.57万 | 0.05% | 65,288 | -1,824 | -2.7% | -$16.16万 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $575.75万 | 0.05% | 4,030 | 183 | 4.8% | $26.14万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $573.01万 | 0.05% | 8 | 1 | 14.3% | $71.63万 | 加仓 |
| BA | BOEING CO COM | $572.64万 | 0.05% | 27,621 | 3,669 | 15.3% | $76.07万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $568.60万 | 0.05% | 14,506 | 1,249 | 9.4% | $48.96万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $568.23万 | 0.05% | 193,606 | 24,812 | 14.7% | $72.82万 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $564.21万 | 0.05% | 168,724 | -12,887 | -7.1% | -$43.09万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $563.37万 | 0.05% | 30,510 | 527 | 1.8% | $9.73万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $562.74万 | 0.05% | 17,084 | 2,291 | 15.5% | $75.46万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $562.37万 | 0.05% | 13,291 | 3,521 | 36.0% | $148.98万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $561.44万 | 0.05% | 6,098 | 813 | 15.4% | $74.85万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $555.98万 | 0.05% | 9,926 | 2,275 | 29.7% | $127.43万 | 加仓 |
| INTU | INTUIT COM | $548.11万 | 0.05% | 12,870 | -51 | -0.4% | -$2.17万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $545.76万 | 0.05% | 110,298 | 39,662 | 56.1% | $196.25万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $543.90万 | 0.05% | 55,551 | 12,856 | 30.1% | $125.87万 | 加仓 |
| LOW | LOWES COS INC COM | $539.11万 | 0.05% | 22,846 | 1,917 | 9.2% | $45.24万 | 加仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $538.27万 | 0.05% | 185,037 | 35,948 | 24.1% | $104.57万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $535.82万 | 0.05% | 53,433 | 21,434 | 67.0% | $214.94万 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $535.24万 | 0.05% | 34,514 | 136 | 0.4% | $2.11万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $534.27万 | 0.05% | 48,267 | 2,682 | 5.9% | $29.69万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $531.55万 | 0.05% | 16,581 | 249 | 1.5% | $7.98万 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $531.09万 | 0.05% | 94,737 | 7,001 | 8.0% | $39.25万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $529.76万 | 0.05% | 46,268 | -12,393 | -21.1% | -$141.90万 | 减仓 |
| USB | US BANCORP COM NEW | $528.00万 | 0.05% | 100,094 | 15,814 | 18.8% | $83.42万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $527.93万 | 0.05% | 176,093 | 117,317 | 199.6% | $351.72万 | 加仓 |
| LIN | LINDE PLC SHS | $523.87万 | 0.05% | 10,608 | 2,296 | 27.6% | $113.39万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $520.14万 | 0.05% | 76,333 | -5,274 | -6.5% | -$35.94万 | 减仓 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $520.05万 | 0.05% | 143,186 | 60,155 | 72.4% | $218.48万 | 加仓 |
| JSML | JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF | $517.69万 | 0.05% | 73,154 | 5,336 | 7.9% | $37.76万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $510.70万 | 0.05% | 59,342 | -12,357 | -17.2% | -$106.34万 | 减仓 |
| UNP | UNION PAC CORP COM | $504.25万 | 0.05% | 20,741 | 5,568 | 36.7% | $135.37万 | 加仓 |
| PSX | PHILLIPS 66 COM | $503.79万 | 0.05% | 28,683 | -2,278 | -7.4% | -$40.01万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $503.74万 | 0.05% | 152,464 | 10,204 | 7.2% | $33.71万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $502.32万 | 0.05% | 16,663 | 1,108 | 7.1% | $33.40万 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $501.88万 | 0.05% | 106,489 | 18,127 | 20.5% | $85.43万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $499.28万 | 0.05% | 12,873 | 1,238 | 10.6% | $48.02万 | 加仓 |
| DGCB | DIMENSIONAL GLOBAL CREDIT ETF | $498.60万 | 0.05% | 91,975 | 56,470 | 159.0% | $306.12万 | 加仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $498.02万 | 0.05% | 65,494 | -3,382 | -4.9% | -$25.72万 | 减仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $497.35万 | 0.05% | 81,359 | 1,289 | 1.6% | $7.88万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $496.96万 | 0.05% | 146,424 | 2,458 | 1.7% | $8.34万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $495.28万 | 0.05% | 213,851 | 38,043 | 21.6% | $88.11万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $494.03万 | 0.05% | 105,090 | -3,853 | -3.5% | -$18.11万 | 减仓 |
| NOW | SERVICENOW INC COM | $490.67万 | 0.05% | 47,162 | 3,893 | 9.0% | $40.50万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $490.57万 | 0.05% | 106,394 | 63,234 | 146.5% | $291.56万 | 加仓 |
| APUE | ACTIVEPASSIVE U.S. EQUITY ETF | $490.33万 | 0.05% | 121,488 | 121,488 | — | $490.33万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $489.81万 | 0.05% | 9,904 | 362 | 3.8% | $17.90万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $485.84万 | 0.05% | 29,238 | -506 | -1.7% | -$8.41万 | 减仓 |
| IWMI | NEOS RUSSELL 2000 HIGH INCOME ETF | $485.71万 | 0.05% | 102,039 | 102,039 | — | $485.71万 | 新建仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $485.39万 | 0.05% | 128,140 | 20,443 | 19.0% | $77.44万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $485.00万 | 0.05% | 24,096 | 5,069 | 26.6% | $102.03万 | 加仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $483.57万 | 0.05% | 70,584 | -7,380 | -9.5% | -$50.56万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $478.49万 | 0.05% | 16,672 | 1,458 | 9.6% | $41.85万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $478.15万 | 0.05% | 10,295 | 345 | 3.5% | $16.02万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $478.06万 | 0.05% | 100,984 | 12,698 | 14.4% | $60.11万 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $474.43万 | 0.04% | 51,552 | 8,888 | 20.8% | $81.80万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $467.25万 | 0.04% | 51,670 | -2,506 | -4.6% | -$22.66万 | 减仓 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $464.00万 | 0.04% | 272,621 | 110,966 | 68.6% | $188.86万 | 加仓 |
| BSVO | EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | $462.22万 | 0.04% | 181,807 | 181,807 | — | $462.22万 | 新建仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $460.14万 | 0.04% | 92,286 | 12,016 | 15.0% | $59.91万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $459.90万 | 0.04% | 98,102 | -654 | -0.7% | -$3.07万 | 减仓 |
| DEHP | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | $459.13万 | 0.04% | 134,762 | -32,435 | -19.4% | -$110.51万 | 减仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $457.92万 | 0.04% | 131,587 | 59,321 | 82.1% | $206.44万 | 加仓 |
| WCPB | WEITZ CORE PLUS BOND ETF | $456.15万 | 0.04% | 180,476 | -4,943 | -2.7% | -$12.49万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $452.03万 | 0.04% | 1,080 | -27 | -2.4% | -$11.30万 | 减仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $451.01万 | 0.04% | 125,524 | 8,091 | 6.9% | $29.07万 | 加仓 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $448.52万 | 0.04% | 67,527 | 33,073 | 96.0% | $219.67万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $443.05万 | 0.04% | 21,380 | 612 | 2.9% | $12.68万 | 加仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $442.08万 | 0.04% | 105,939 | 105,939 | — | $442.08万 | 新建仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $441.85万 | 0.04% | 29,256 | 1,185 | 4.2% | $17.90万 | 加仓 |
| PDBA | INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF | $441.78万 | 0.04% | 122,140 | 122,140 | — | $441.78万 | 新建仓 |
| FDG | AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF | $441.20万 | 0.04% | 38,261 | 2,878 | 8.1% | $33.19万 | 加仓 |
| VPLS | VANGUARD CORE PLUS BOND ETF | $440.84万 | 0.04% | 57,034 | 47,379 | 490.7% | $366.22万 | 加仓 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $438.72万 | 0.04% | 164,068 | 10,373 | 6.7% | $27.74万 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $436.10万 | 0.04% | 29,526 | -4,621 | -13.5% | -$68.25万 | 减仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $432.00万 | 0.04% | 48,523 | 13,461 | 38.4% | $119.84万 | 加仓 |
| AIPO | DEFIANCE AI & POWER INFRASTRUCTURE ETF | $431.37万 | 0.04% | 169,832 | 27,575 | 19.4% | $70.04万 | 加仓 |
| CMI | CUMMINS INC COM | $430.19万 | 0.04% | 7,820 | 201 | 2.6% | $11.06万 | 加仓 |
| ENB | ENBRIDGE INC COM | $429.88万 | 0.04% | 80,125 | -6,173 | -7.2% | -$33.12万 | 减仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $427.11万 | 0.04% | 87,701 | -49,245 | -36.0% | -$239.82万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $427.02万 | 0.04% | 40,141 | -3,017 | -7.0% | -$32.09万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $424.07万 | 0.04% | 12,526 | -2,918 | -18.9% | -$98.79万 | 减仓 |
| CEFS | SABA CLOSED END FUNDS ETF | $415.97万 | 0.04% | 181,791 | -134,371 | -42.5% | -$307.46万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $413.60万 | 0.04% | 5,934 | 302 | 5.4% | $21.05万 | 加仓 |
| ACLO | TCW AAA CLO ETF | $409.96万 | 0.04% | 81,700 | 81,700 | — | $409.96万 | 新建仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $409.93万 | 0.04% | 36,631 | 1,109 | 3.1% | $12.41万 | 加仓 |
| BLK | BLACKROCK INC COM | $409.62万 | 0.04% | 4,278 | 224 | 5.5% | $21.45万 | 加仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $408.91万 | 0.04% | 164,816 | 106,098 | 180.7% | $263.23万 | 加仓 |
| AVMV | AVANTIS U.S. MID CAP VALUE ETF | $408.64万 | 0.04% | 55,073 | 876 | 1.6% | $6.50万 | 加仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $407.74万 | 0.04% | 40,811 | -11,042 | -21.3% | -$110.32万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $407.69万 | 0.04% | 65,408 | 8,548 | 15.0% | $53.28万 | 加仓 |
| — | VANECK INDIA GROWTH LEADERS ETF | $407.29万 | 0.04% | 98,930 | 2,160 | 2.2% | $8.89万 | 加仓 |