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
PDD PDD HOLDINGS INC SPONSORED ADS $180.13万0.02%17,698 4,17030.8% $42.44万 加仓
— ELDRIDGE AAA CLO ETF $179.74万0.02%70,265 70,265— $179.74万 新建仓
EIX EDISON INTL COM $178.86万0.02%24,308 5,64230.2% $41.51万 加仓
MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS $178.01万0.02%100,572 -9,153-8.3% -$16.20万 减仓
— ARES DYNAMIC CR ALLOCATION FD COM $177.84万0.02%146,491 40,99638.9% $49.77万 加仓
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF $177.09万0.02%90,189 -67,046-42.6% -$131.65万 减仓
NFG NATIONAL FUEL GAS CO COM $177.02万0.02%19,061 7324.0% $6.80万 加仓
TLN TALEN ENERGY CORP COM $177.00万0.02%5,395 1,75248.1% $57.48万 加仓
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF $176.70万0.02%19,719 4,90233.1% $43.93万 加仓
EOI EATON VANCE ENHANCED EQUITY COM $176.48万0.02%92,010 85,7351,366.3% $164.44万 加仓
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF $176.45万0.02%37,218 1,5034.2% $7.13万 加仓
SPGP INVESCO S&P 500 GARP ETF $176.39万0.02%16,333 -28-0.2% -$3,024 减仓
— VIRGINIA NATL BK CHRLOTSVLE VA COM $175.83万0.02%45,539 50.0% $193 加仓
WEC WEC ENERGY GROUP INC COM $175.28万0.02%15,088 1,53111.3% $17.79万 加仓
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF $174.03万0.02%34,557 10,88346.0% $54.81万 加仓
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF $173.66万0.02%35,951 -1,271-3.4% -$6.14万 减仓
SPG SIMON PPTY GROUP INC NEW COM $173.54万0.02%9,226 3,34957.0% $62.99万 加仓
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF $173.36万0.02%28,569 21,922329.8% $133.02万 加仓
HSBC HSBC HLDGS PLC SPON ADR NEW $172.14万0.02%20,142 4862.5% $4.15万 加仓
IPKW INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF $170.82万0.02%30,096 -7,692-20.4% -$43.66万 减仓
EME EMCOR GROUP INC COM $170.16万0.02%2,240 -484-17.8% -$36.77万 减仓
IVOO VANGUARD S&P MID-CAP 400 ETF $170.10万0.02%14,762 14,762— $170.10万 新建仓
SNTH MRP SYNTHEQUITY ETF $168.99万0.02%64,061 23,80359.1% $62.79万 加仓
JSCP JPMORGAN SHORT DURATION CORE PLUS ETF $168.96万0.02%35,849 1,8645.5% $8.79万 加仓
STRL STERLING INFRASTRUCTURE INC COM $168.44万0.02%3,998 1694.4% $7.12万 加仓
RKLB ROCKET LAB CORP COM $167.97万0.02%25,636 -2,670-9.4% -$17.49万 减仓
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF $167.88万0.02%20,609 6,80249.3% $55.41万 加仓
COHR COHERENT CORP COM $167.83万0.02%6,773 3,639116.1% $90.17万 加仓
SH PROSHARES SHORT S&P500 $167.27万0.02%44,452 44,452— $167.27万 新建仓
— PROSHARES SHORT QQQ $166.39万0.02%52,341 52,335872,250.0% $166.37万 加仓
LNG CHENIERE ENERGY INC COM NEW $166.28万0.02%6,028 1,27926.9% $35.28万 加仓
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF $164.98万0.02%36,731 -5,690-13.4% -$25.56万 减仓
SRE SEMPRA COM $164.02万0.02%16,838 2,15814.7% $21.02万 加仓
CASY CASEYS GEN STORES INC COM $164.02万0.02%2,225 67343.4% $49.61万 加仓
— STRIVE NATURAL RESOURCES AND SECURITY ETF $164.00万0.02%35,547 35,547— $164.00万 新建仓
TM TOYOTA MOTOR CORP ADS $163.98万0.02%7,821 1,75128.8% $36.71万 加仓
SNPS SYNOPSYS INC COM $163.72万0.02%4,127 69320.2% $27.49万 加仓
USRT ISHARES CORE U.S. REIT ETF $163.45万0.02%27,452 11,77575.1% $70.11万 加仓
DECW ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF $163.45万0.02%48,762 00.0% — 不变
IXN ISHARES GLOBAL TECH ETF $162.97万0.02%16,031 -173-1.1% -$1.76万 减仓
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND $162.45万0.02%6,886 3,550106.4% $83.75万 加仓
MDLZ MONDELEZ INTL INC CL A $162.13万0.02%28,408 3,87215.8% $22.10万 加仓
MET METLIFE INC COM $161.20万0.02%22,650 -7,989-26.1% -$56.86万 减仓
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF $161.09万0.02%7,292 -272-3.6% -$6.01万 减仓
LHX L3HARRIS TECHNOLOGIES INC COM $161.04万0.02%4,550 52213.0% $18.48万 加仓
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF $160.29万0.02%37,993 11,92045.7% $50.29万 加仓
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF $160.02万0.02%39,317 2,9078.0% $11.83万 加仓
RIO RIO TINTO PLC SPONSORED ADR $159.97万0.02%16,873 6,61364.5% $62.70万 加仓
PRF INVESCO RAFI US 1000 ETF $159.54万0.02%33,405 -1,017-3.0% -$4.86万 减仓
ONDS ONDAS INC COM NEW $159.38万0.02%180,913 -8,731-4.6% -$7.69万 减仓
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF $158.94万0.02%68,941 15,90930.0% $36.68万 加仓
B BARRICK MNG CORP COM SHS $158.77万0.01%37,622 -2,037-5.1% -$8.60万 减仓
SLB SLB LIMITED COM STK $158.03万0.01%31,587 5,68822.0% $28.46万 加仓
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF $158.02万0.01%39,753 -3,602-8.3% -$14.32万 减仓
AVNM AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF $157.64万0.01%20,386 2,52814.2% $19.55万 加仓
— DIMENSIONAL US REAL ESTATE ETF $157.40万0.01%66,302 42,058173.5% $99.85万 加仓
CNQ CANADIAN NAT RES LTD MED TERM COM $156.49万0.01%33,610 15,63487.0% $72.79万 加仓
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF $156.23万0.01%16,187 1,50410.2% $14.52万 加仓
FREL FIDELITY MSCI REAL ESTATE INDEX ETF $155.97万0.01%57,768 7,26114.4% $19.60万 加仓
SAP SAP SE SPON ADR $155.87万0.01%9,096 91711.2% $15.71万 加仓
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY $155.76万0.01%33,688 240.1% $1,110 加仓
AR ANTERO RESOURCES CORP COM $155.71万0.01%38,109 -4,317-10.2% -$17.64万 减仓
UMBF UMB FINL CORP COM $155.40万0.01%13,554 -14-0.1% -$1,605 减仓
TFLR T. ROWE PRICE FLOATING RATE ETF $155.12万0.01%30,766 2,5319.0% $12.76万 加仓
IAPR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL $154.79万0.01%48,403 6801.4% $2.17万 加仓
DTE DTE ENERGY CO COM $154.37万0.01%10,493 1,97723.2% $29.09万 加仓
RWL INVESCO S&P 500 REVENUE ETF $153.89万0.01%13,354 770.6% $8,873 加仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JULY TRUST UNITS $153.76万0.01%74,711 61,964486.1% $127.52万 加仓
MMIT NYLI MACKAY MUNI INTERMEDIATE ETF $153.72万0.01%63,625 4,0926.9% $9.89万 加仓
EWJ ISHARES MSCI JAPAN ETF $153.35万0.01%17,733 5,99351.0% $51.83万 加仓
PFG PRINCIPAL FINANCIAL GROUP INC COM $153.15万0.01%17,002 1,4039.0% $12.64万 加仓
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF $153.11万0.01%42,250 33,683393.2% $122.07万 加仓
VGK VANGUARD FTSE EUROPE ETF $151.71万0.01%18,143 -7,013-27.9% -$58.64万 减仓
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF $150.38万0.01%44,036 20,05883.7% $68.50万 加仓
JPUS JPMORGAN DIVERSIFIED RETURN USE EQUITY $149.85万0.01%11,451 -196-1.7% -$2.56万 减仓
TTC TORO CO COM $148.89万0.01%15,926 -2,182-12.0% -$20.40万 减仓
GVAL CAMBRIA GLOBAL VALUE ETF $148.79万0.01%44,336 -1,429-3.1% -$4.80万 减仓
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER $148.14万0.01%34,215 -5,676-14.2% -$24.58万 减仓
ROP ROPER TECHNOLOGIES INC COM $147.44万0.01%4,143 -994-19.3% -$35.37万 减仓
PCG PG&E CORP COM $147.03万0.01%82,832 9151.1% $1.62万 加仓
MRSH MARSH & MCLENNAN COS INC COM $146.98万0.01%8,552 3924.8% $6.74万 加仓
IDXX IDEXX LABS INC COM $146.44万0.01%2,593 -690-21.0% -$38.97万 减仓
XBI STATE STREET SPDR S&P BIOTECH ETF $146.38万0.01%11,387 2,00821.4% $25.81万 加仓
NUE NUCOR CORP COM $145.92万0.01%8,400 2,95554.3% $51.33万 加仓
PRN INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF $145.84万0.01%7,280 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO COM $145.73万0.01%6,736 -521-7.2% -$11.27万 减仓
PCMM BONDBLOXX PRIVATE CREDIT CLO ETF $145.70万0.01%29,741 -713-2.3% -$3.49万 减仓
PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF $145.39万0.01%20,553 00.0% — 不变
REGN REGENERON PHARMACEUTICALS COM $145.38万0.01%1,870 -122-6.1% -$9.48万 减仓
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND $145.34万0.01%52,413 8,71719.9% $24.17万 加仓
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF $145.26万0.01%6,894 -771-10.1% -$16.25万 减仓
MNA NYLI MERGER ARBITRAGE ETF $145.08万0.01%40,177 3,5559.7% $12.84万 加仓
TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF $145.05万0.01%32,021 24,557329.0% $111.24万 加仓
MSTR STRATEGY INC CL A NEW $145.04万0.01%11,813 5294.7% $6.49万 加仓
— WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND $144.72万0.01%43,189 38,824889.4% $130.09万 加仓
— IMPERIAL PETE INC COM NEW $144.00万0.01%334,117 84,04633.6% $36.22万 加仓
NDAQ NASDAQ INC COM $143.73万0.01%16,880 890.5% $7,578 加仓
SKYY FIRST TRUST CLOUD COMPUTING ETF $143.32万0.01%12,990 -1,990-13.3% -$21.96万 减仓
CFG CITIZENS FINL GROUP INC COM $143.07万0.01%23,621 3,48017.3% $21.08万 加仓
WTM WHITE MTNS INS GROUP LTD COM $142.91万0.01%656 8615.1% $18.73万 加仓