13F 机构持仓

Farther Finance Advisors, LLC

SAN FRANCISCO CA · SEC CIK 0001992825

2026Q22026Q1 更早 9 个季度 🔒
$128.09亿2026Q2 申报市值
5,982持仓数
21.6%前十大占比 · 第一大 5.3%
397 / 211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 2.9%
AAPL 2.4%
NVDA 2.1%
DFIV 2.0%
VEA 2.0%
SCHX 1.4%
SGOV 1.2%
VTV 1.2%
QQQ 1.1%

2026Q2 买入最多 按季末市值估算

VOO 加仓+$6,966.73万
IVV 加仓+$5,073.98万
DFIV 加仓+$3,742.74万
SCHX 加仓+$2,987.06万
VTV 加仓+$2,803.98万

2026Q2 卖出最多 按季末市值估算

IEF 减仓-$2,431.23万
VTI 减仓-$2,149.74万
DFUS 减仓-$1,426.36万
QUAL 减仓-$1,343.89万
FTSM 减仓-$1,075.83万

2026Q2 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
ICLR ICON PUB LTD CO SHS $180.21万0.01%10,374 10,0733,346.5% $174.98万 加仓
HCA HCA HEALTHCARE INC COM $179.77万0.01%4,610 -50-1.1% -$1.95万 减仓
NUSC NUVEEN ESG SMALL-CAP ETF $179.60万0.01%34,459 28,371466.0% $147.87万 加仓
HUM HUMANA INC COM $179.39万0.01%4,518 1,84469.0% $73.22万 加仓
— FIRST TRUST LATIN AMERICA ALPHADEX FUND $178.94万0.01%72,372 40,796129.2% $100.87万 加仓
JAVA JPMORGAN ACTIVE VALUE ETF $178.06万0.01%22,422 15,908244.2% $126.33万 加仓
WWD WOODWARD INC COM $177.79万0.01%4,179 45912.3% $19.53万 加仓
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $177.70万0.01%7,487 1,56326.4% $37.10万 加仓
DGX QUEST DIAGNOSTICS INC COM $177.23万0.01%8,362 5,824229.5% $123.44万 加仓
AAL AMERICAN AIRLINES GROUP INC COM $175.99万0.01%97,392 3,0643.2% $5.54万 加仓
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER $175.92万0.01%37,908 3,69310.8% $17.14万 加仓
B BARRICK MNG CORP COM SHS $174.97万0.01%47,632 10,01026.6% $36.77万 加仓
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF $174.20万0.01%36,101 1500.4% $7,238 加仓
SKYY FIRST TRUST CLOUD COMPUTING ETF $173.43万0.01%12,889 -101-0.8% -$1.36万 减仓
DLR DIGITAL RLTY TR INC COM $172.10万0.01%9,569 -427-4.3% -$7.68万 减仓
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND $171.91万0.01%6,935 751.1% $1.86万 加仓
RIO RIO TINTO PLC SPONSORED ADR $171.55万0.01%18,079 1,2067.1% $11.44万 加仓
DECW ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF $170.29万0.01%47,768 -994-2.0% -$3.54万 减仓
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF $170.01万0.01%45,324 23,473107.4% $88.05万 加仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JULY TRUST UNITS $169.88万0.01%80,018 5,3077.1% $11.27万 加仓
HSY HERSHEY CO COM $169.66万0.01%9,662 -709-6.8% -$12.45万 减仓
ADSK AUTODESK INC COM $169.39万0.01%8,712 83110.5% $16.16万 加仓
GWW WW GRAINGER INC COM $169.16万0.01%1,244 -10-0.8% -$1.36万 减仓
RQI COHEN & STEERS QUALITY INCOME COM $168.63万0.01%136,982 102,219294.0% $125.83万 加仓
DWX STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF $167.68万0.01%36,485 36,43572,870.0% $167.45万 加仓
AON AON PLC SHS CL A $165.88万0.01%5,005 1,15129.9% $38.15万 加仓
STLD STEEL DYNAMICS INC COM $165.80万0.01%7,199 1,45425.3% $33.49万 加仓
SNPS SYNOPSYS INC COM $165.28万0.01%3,705 -422-10.2% -$18.83万 减仓
USXF ISHARES ESG ADVANCED MSCI USA ETF $165.15万0.01%23,779 -139-0.6% -$9,654 减仓
CARR CARRIER GLOBAL CORPORATION COM $163.76万0.01%22,325 1,2546.0% $9.20万 加仓
SRE SEMPRA COM $163.56万0.01%17,632 7944.7% $7.37万 加仓
CIFR CIPHER DIGITAL INC COM $163.49万0.01%66,717 -4,335-6.1% -$10.62万 减仓
EOG EOG RES INC COM $163.15万0.01%12,568 -696-5.2% -$9.03万 减仓
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF $163.03万0.01%18,145 -13,896-43.4% -$124.85万 减仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE $162.90万0.01%59,465 19,73649.7% $54.07万 加仓
GVAL CAMBRIA GLOBAL VALUE ETF $162.55万0.01%45,127 7911.8% $2.85万 加仓
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF $161.73万0.01%21,492 18,282569.5% $137.57万 加仓
CRWV COREWEAVE INC COM CL A $161.22万0.01%16,204 -14-0.1% -$1,393 减仓
IPKW INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF $160.98万0.01%28,578 -1,518-5.0% -$8.55万 减仓
— INNOVATOR GROWTH ACCELERATED PLUS ETF - APRIL $160.48万0.01%31,327 31,327— $160.48万 新建仓
AAUA ALPHA ARCHITECT US EQUITY 3 ETF $160.24万0.01%28,150 28,150— $160.24万 新建仓
DDOG DATADOG INC CL A COM $159.86万0.01%6,150 1,49932.2% $38.96万 加仓
SLB SLB LIMITED COM STK $159.52万0.01%34,315 2,7288.6% $12.68万 加仓
NFG NATIONAL FUEL GAS CO COM $159.14万0.01%20,610 1,5498.1% $11.96万 加仓
JMUB JPMORGAN MUNICIPAL ETF $158.94万0.01%31,376 -94,558-75.1% -$478.99万 减仓
— GLOBAL X FINTECH ETF $158.50万0.01%64,189 5,98910.3% $14.79万 加仓
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY $158.46万0.01%32,020 -1,668-5.0% -$8.25万 减仓
IAPR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL $158.42万0.01%47,703 -700-1.4% -$2.32万 减仓
JPUS JPMORGAN DIVERSIFIED RETURN USE EQUITY $158.19万0.01%11,280 -171-1.5% -$2.40万 减仓
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF $157.57万0.01%80,703 -23,642-22.7% -$46.16万 减仓
PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF $157.44万0.01%20,814 2611.3% $1.97万 加仓
IYY ISHARES DOW JONES U.S. ETF $157.14万0.01%8,621 -75-0.9% -$1.37万 减仓
— WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND $156.70万0.01%38,361 -4,828-11.2% -$19.72万 减仓
PCMM BONDBLOXX PRIVATE CREDIT CLO ETF $156.67万0.01%31,412 1,6715.6% $8.33万 加仓
— FIRST TRUST AAA CMBS ETF $156.47万0.01%77,040 13,81221.8% $28.05万 加仓
SAP SAP SE SPON ADR $156.11万0.01%10,127 1,03111.3% $15.89万 加仓
KCE STATE STREET SPDR S&P CAPITAL MARKETS ETF $155.99万0.01%10,594 -5,817-35.4% -$85.65万 减仓
JUNW ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF $155.19万0.01%45,134 9,68427.3% $33.30万 加仓
VST VISTRA CORP COM $155.07万0.01%9,768 1,59519.5% $25.32万 加仓
SNY SANOFI SA SPONSORED ADR $155.02万0.01%36,313 -20,587-36.2% -$87.88万 减仓
MMIT NYLI MACKAY MUNI INTERMEDIATE ETF $154.93万0.01%63,625 00.0% — 不变
VGK VANGUARD FTSE EUROPE ETF $154.46万0.01%17,445 -698-3.8% -$6.18万 减仓
— ALLIANZIM U.S. EQUITY BUFFER100 PROTECTION ETF $154.30万0.01%58,626 58,626— $154.30万 新建仓
FREL FIDELITY MSCI REAL ESTATE INDEX ETF $154.05万0.01%52,577 -5,191-9.0% -$15.21万 减仓
JMSI JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF $153.81万0.01%30,494 30,488508,133.3% $153.78万 加仓
EUFN ISHARES MSCI EUROPE FINANCIALS ETF $153.52万0.01%39,401 24,711168.2% $96.28万 加仓
CQQQ INVESCO CHINA TECHNOLOGY ETF $153.19万0.01%26,862 7,07635.8% $40.35万 加仓
TROW PRICE T ROWE GROUP INC COM $152.22万0.01%13,385 9137.3% $10.38万 加仓
SPOT SPOTIFY TECHNOLOGY S A SHS $152.05万0.01%3,310 -617-15.7% -$28.34万 减仓
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF $152.01万0.01%32,956 -5,037-13.3% -$23.23万 减仓
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF $151.75万0.01%41,552 -698-1.7% -$2.55万 减仓
OMC OMNICOM GROUP INC COM $151.65万0.01%20,817 -3,251-13.5% -$23.68万 减仓
AVSC AVANTIS U.S SMALL CAP EQUITY ETF $150.01万0.01%20,455 2351.2% $1.72万 加仓
WTM WHITE MTNS INS GROUP LTD COM $149.98万0.01%723 6710.2% $13.90万 加仓
TM TOYOTA MOTOR CORP ADS $149.75万0.01%8,880 1,05913.5% $17.86万 加仓
MNA NYLI MERGER ARBITRAGE ETF $149.41万0.01%40,957 7801.9% $2.85万 加仓
TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF $149.33万0.01%32,604 5831.8% $2.67万 加仓
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND $149.30万0.01%43,203 8,82625.7% $30.50万 加仓
AJG GALLAGHER ARTHUR J & CO COM $149.23万0.01%6,503 -233-3.5% -$5.35万 减仓
FDD FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND $148.25万0.01%79,917 7841.0% $1.45万 加仓
— INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF $147.42万0.01%24,668 -136-0.5% -$8,127 减仓
JBL JABIL INC COM $146.97万0.01%3,816 39711.6% $15.29万 加仓
MTB M & T BK CORP COM $146.87万0.01%6,170 -374-5.7% -$8.90万 减仓
CGCB CAPITAL GROUP CORE BOND ETF $146.53万0.01%55,971 20,70158.7% $54.20万 加仓
TTMI TTM TECHNOLOGIES INC COM $146.31万0.01%7,824 6,834690.3% $127.80万 加仓
CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF $146.04万0.01%56,298 -12,193-17.8% -$31.63万 减仓
NXH BED BATH & BEYOND INC COM $146.03万0.01%252,205 251,42832,358.8% $145.58万 加仓
SJM SMUCKER J M CO COM NEW $145.46万0.01%12,925 7,084121.3% $79.73万 加仓
CHYM CHIME FINL INC COM SHS CL A $145.40万0.01%70,994 -1,000-1.4% -$2.05万 减仓
WWJD INSPIRE INTERNATIONAL ETF $145.19万0.01%38,078 8,33928.0% $31.80万 加仓
ROK ROCKWELL AUTOMATION INC COM $144.26万0.01%2,917 -85-2.8% -$4.20万 减仓
— SALESFORCE INC COM 看跌期权 $144.17万0.01%9,200 9,200— $144.17万 新建仓
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF $144.02万0.01%21,012 -7,557-26.5% -$51.80万 减仓
NKE NIKE INC CL B $143.92万0.01%35,054 3,43310.9% $14.10万 加仓
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY $143.92万0.01%33,422 6,62424.7% $28.52万 加仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL $143.70万0.01%53,940 51,8402,468.6% $138.10万 加仓
FBCG FIDELITY BLUE CHIP GROWTH ETF $143.39万0.01%23,086 -14,975-39.3% -$93.01万 减仓
VIS VANGUARD INDUSTRIALS ETF $142.72万0.01%3,960 57517.0% $20.72万 加仓
PPL PPL CORP COM $142.59万0.01%39,222 -7,875-16.7% -$28.63万 减仓
ALAB ASTERA LABS INC COM $142.47万0.01%2,980 -492-14.2% -$23.52万 减仓