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 |
|---|---|---|---|---|---|---|---|---|
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $142.69万 | 0.01% | 47,311 | 24,872 | 110.8% | $75.01万 | 加仓 |
| FDD | FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND | $142.60万 | 0.01% | 79,133 | 77,185 | 3,962.3% | $139.09万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $141.67万 | 0.01% | 17,762 | -1,294 | -6.8% | -$10.32万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $141.61万 | 0.01% | 5,924 | 4,019 | 211.0% | $96.07万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $141.32万 | 0.01% | 9,080 | 401 | 4.6% | $6.24万 | 加仓 |
| NKE | NIKE INC CL B | $141.12万 | 0.01% | 31,621 | 5,131 | 19.4% | $22.90万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $139.84万 | 0.01% | 8,741 | 3,169 | 56.9% | $50.70万 | 加仓 |
| WWD | WOODWARD INC COM | $139.81万 | 0.01% | 3,720 | 216 | 6.2% | $8.12万 | 加仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $138.91万 | 0.01% | 6,860 | 1,249 | 22.3% | $25.29万 | 加仓 |
| GWW | WW GRAINGER INC COM | $138.88万 | 0.01% | 1,254 | 23 | 1.9% | $2.55万 | 加仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $138.84万 | 0.01% | 8,696 | 3,497 | 67.3% | $55.83万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $138.09万 | 0.01% | 22,272 | 1,881 | 9.2% | $11.66万 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $137.13万 | 0.01% | 8,221 | -22,113 | -72.9% | -$368.87万 | 减仓 |
| MTB | M & T BK CORP COM | $136.76万 | 0.01% | 6,544 | 2,089 | 46.9% | $43.66万 | 加仓 |
| ZTS | ZOETIS INC CL A | $136.58万 | 0.01% | 11,645 | -989 | -7.8% | -$11.60万 | 减仓 |
| QEFA | STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | $136.57万 | 0.01% | 14,458 | 9,073 | 168.5% | $85.70万 | 加仓 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $136.19万 | 0.01% | 24,198 | 1,613 | 7.1% | $9.08万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $136.14万 | 0.01% | 9,952 | -1,003 | -9.2% | -$13.72万 | 减仓 |
| USDU | WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND | $135.74万 | 0.01% | 51,650 | -96,913 | -65.2% | -$254.69万 | 减仓 |
| CHYM | CHIME FINL INC COM SHS CL A | $134.12万 | 0.01% | 71,994 | -372 | -0.5% | -$6,930 | 减仓 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $134.11万 | 0.01% | 46,990 | -1,202 | -2.5% | -$3.43万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $133.36万 | 0.01% | 28,063 | 2,718 | 10.7% | $12.92万 | 加仓 |
| — | GLOBAL X FINTECH ETF | $133.25万 | 0.01% | 58,200 | 28,223 | 94.1% | $64.62万 | 加仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $133.18万 | 0.01% | 23,918 | 1,381 | 6.1% | $7.69万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $133.12万 | 0.01% | 35,433 | -18,803 | -34.7% | -$70.64万 | 减仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $133.03万 | 0.01% | 52,684 | 3,921 | 8.0% | $9.90万 | 加仓 |
| — | INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF | $132.70万 | 0.01% | 45,275 | -647 | -1.4% | -$1.90万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $132.43万 | 0.01% | 54,187 | -4,488 | -7.6% | -$10.97万 | 减仓 |
| JAJL | INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL | $132.41万 | 0.01% | 45,503 | 791 | 1.8% | $2.30万 | 加仓 |
| DX | DYNEX CAP INC COM | $132.05万 | 0.01% | 103,566 | 103,255 | 33,201.0% | $131.65万 | 加仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $131.82万 | 0.01% | 53,176 | -59,753 | -52.9% | -$148.13万 | 减仓 |
| KBWB | INVESCO KBW BANK ETF | $131.34万 | 0.01% | 16,389 | -12,305 | -42.9% | -$98.61万 | 减仓 |
| SYFI | AB SHORT DURATION HIGH YIELD ETF | $131.22万 | 0.01% | 37,090 | 1,123 | 3.1% | $3.97万 | 加仓 |
| EDIV | STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF | $130.75万 | 0.01% | 33,052 | 5,398 | 19.5% | $21.35万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $130.62万 | 0.01% | 3,500 | 110 | 3.2% | $4.11万 | 加仓 |
| STAG | STAG INDUSTRIAL INC COM | $130.07万 | 0.01% | 35,921 | 2,735 | 8.2% | $9.90万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $130.04万 | 0.01% | 8,922 | -2,273 | -20.3% | -$33.13万 | 减仓 |
| TTE | TOTALENERGIES SE ACT | $128.86万 | 0.01% | 14,352 | 14,352 | — | $128.86万 | 新建仓 |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $128.64万 | 0.01% | 28,747 | 6,253 | 27.8% | $27.98万 | 加仓 |
| — | FIRST TRUST AAA CMBS ETF | $128.45万 | 0.01% | 63,228 | -12,380 | -16.4% | -$25.15万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $127.67万 | 0.01% | 54,723 | 52 | 0.1% | $1,213 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $127.45万 | 0.01% | 6,339 | 4,019 | 173.2% | $80.80万 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $127.32万 | 0.01% | 5,691 | 506 | 9.8% | $11.32万 | 加仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $127.26万 | 0.01% | 38,918 | 38,918 | — | $127.26万 | 新建仓 |
| CRWV | COREWEAVE INC COM CL A | $127.22万 | 0.01% | 16,218 | -5,266 | -24.5% | -$41.31万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM | $127.21万 | 0.01% | 28,567 | -3,569 | -11.1% | -$15.89万 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $126.97万 | 0.01% | 18,783 | 2,455 | 15.0% | $16.60万 | 加仓 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $126.78万 | 0.01% | 20,220 | 3,333 | 19.7% | $20.90万 | 加仓 |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | $126.74万 | 0.01% | 19,931 | -1,221 | -5.8% | -$7.76万 | 减仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $126.60万 | 0.01% | 14,795 | -1,321 | -8.2% | -$11.30万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $126.20万 | 0.01% | 6,620 | 4,403 | 198.6% | $83.93万 | 加仓 |
| VST | VISTRA CORP COM | $125.84万 | 0.01% | 8,173 | 472 | 6.1% | $7.27万 | 加仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $125.04万 | 0.01% | 72,489 | 31,684 | 77.6% | $54.65万 | 加仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $124.13万 | 0.01% | 16,633 | 119 | 0.7% | $8,881 | 加仓 |
| AON | AON PLC SHS CL A | $123.85万 | 0.01% | 3,854 | 724 | 23.1% | $23.27万 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $123.75万 | 0.01% | 2,834 | 39 | 1.4% | $1.70万 | 加仓 |
| — | UNITED STATES GASOLINE FUND LP | $123.30万 | 0.01% | 12,392 | 4,297 | 53.1% | $42.76万 | 加仓 |
| EXC | EXELON CORP COM | $123.18万 | 0.01% | 25,201 | 1,729 | 7.4% | $8.45万 | 加仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $122.93万 | 0.01% | 45,990 | 3,042 | 7.1% | $8.13万 | 加仓 |
| AZO | AUTOZONE INC COM | $122.80万 | 0.01% | 358 | -29 | -7.5% | -$9.95万 | 减仓 |
| CWI | STATE STREET SPDR MSCI ACWI EX-US ETF | $122.55万 | 0.01% | 33,123 | -18,249 | -35.5% | -$67.52万 | 减仓 |
| — | INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF | $122.30万 | 0.01% | 24,804 | 173 | 0.7% | $8,530 | 加仓 |
| E | ENI SPA SPONSORED ADR | $122.14万 | 0.01% | 22,255 | 2,887 | 14.9% | $15.84万 | 加仓 |
| UTEN | US TREASURY 10 YEAR NOTE ETF | $122.02万 | 0.01% | 28,024 | -20,442 | -42.2% | -$89.00万 | 减仓 |
| LMUB | ISHARES LONG-TERM NATIONAL MUNI BOND ETF | $121.61万 | 0.01% | 24,244 | 24,244 | — | $121.61万 | 新建仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $121.54万 | 0.01% | 22,747 | 2,792 | 14.0% | $14.92万 | 加仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $121.53万 | 0.01% | 52,431 | 11,096 | 26.8% | $25.72万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $121.39万 | 0.01% | 9,696 | 2,990 | 44.6% | $37.43万 | 加仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $121.23万 | 0.01% | 19,516 | 9,266 | 90.4% | $57.56万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $119.89万 | 0.01% | 21,071 | 5,350 | 34.0% | $30.44万 | 加仓 |
| JUNW | ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF | $118.61万 | 0.01% | 35,450 | 0 | 0.0% | — | 不变 |
| FLHY | FRANKLIN HIGH YIELD CORPORATE ETF | $118.55万 | 0.01% | 49,293 | 41,856 | 562.8% | $100.66万 | 加仓 |
| DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $117.67万 | 0.01% | 27,249 | 1,444 | 5.6% | $6.24万 | 加仓 |
| FSLR | FIRST SOLAR INC COM | $117.39万 | 0.01% | 5,887 | 669 | 12.8% | $13.34万 | 加仓 |
| CINF | CINCINNATI FINL CORP COM | $116.86万 | 0.01% | 7,412 | 1,870 | 33.7% | $29.48万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $116.66万 | 0.01% | 24,008 | 2,779 | 13.1% | $13.50万 | 加仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $116.56万 | 0.01% | 19,636 | 11,139 | 131.1% | $66.12万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $116.38万 | 0.01% | 38,308 | 3,445 | 9.9% | $10.47万 | 加仓 |
| PSEP | INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $116.18万 | 0.01% | 26,875 | 64 | 0.2% | $2,767 | 加仓 |
| CLOI | VANECK CLO ETF | $115.94万 | 0.01% | 22,091 | 6,244 | 39.4% | $32.77万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $115.37万 | 0.01% | 5,450 | -625 | -10.3% | -$13.23万 | 减仓 |
| STWD | STARWOOD PPTY TR INC COM | $115.06万 | 0.01% | 67,367 | 3,285 | 5.1% | $5.61万 | 加仓 |
| AME | AMETEK INC COM | $114.83万 | 0.01% | 5,252 | -390 | -6.9% | -$8.53万 | 减仓 |
| VTEI | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | $114.74万 | 0.01% | 11,478 | 2,466 | 27.4% | $24.65万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $114.24万 | 0.01% | 15,698 | -1,818 | -10.4% | -$13.23万 | 减仓 |
| BIZD | VANECK BDC INCOME ETF | $114.13万 | 0.01% | 94,198 | -1,967 | -2.0% | -$2.38万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $114.08万 | 0.01% | 14,039 | 716 | 5.4% | $5.82万 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $114.06万 | 0.01% | 17,387 | 256 | 1.5% | $1.68万 | 加仓 |
| CCJ | CAMECO CORP COM | $113.93万 | 0.01% | 10,252 | -2,609 | -20.3% | -$28.99万 | 减仓 |
| BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $113.87万 | 0.01% | 69,158 | 66,719 | 2,735.5% | $109.85万 | 加仓 |
| VCRB | VANGUARD CORE BOND ETF | $113.86万 | 0.01% | 14,761 | 8,332 | 129.6% | $64.27万 | 加仓 |
| SILJ | AMPLIFY JUNIOR SILVER MINERS ETF | $113.30万 | 0.01% | 36,774 | -3,530 | -8.8% | -$10.88万 | 减仓 |
| KVUE | KENVUE INC COM | $112.20万 | 0.01% | 64,559 | 11,102 | 20.8% | $19.30万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $112.09万 | 0.01% | 12,472 | 3,027 | 32.0% | $27.20万 | 加仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $112.00万 | 0.01% | 29,739 | 29,739 | — | $112.00万 | 新建仓 |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $111.83万 | 0.01% | 45,945 | 2,045 | 4.7% | $4.98万 | 加仓 |
| PNOV | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | $111.63万 | 0.01% | 27,200 | -99 | -0.4% | -$4,063 | 减仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $111.30万 | 0.01% | 24,514 | 16,092 | 191.1% | $73.06万 | 加仓 |
| GIS | GENERAL MILLS INC COM | $111.06万 | 0.01% | 29,846 | 6,896 | 30.0% | $25.66万 | 加仓 |
| FEP | FIRST TRUST EUROPE ALPHADEX FUND | $111.06万 | 0.01% | 20,028 | -442 | -2.2% | -$2.45万 | 减仓 |