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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $5.57亿 | 5.26% | 846,215 | 86,354 | 11.4% | $5,682.58万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $2.68亿 | 2.53% | 444,151 | 61,130 | 16.0% | $3,681.86万 | 加仓 |
| AAPL | APPLE INC COM | $2.62亿 | 2.48% | 1,026,507 | 70,845 | 7.4% | $1,811.01万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $2.25亿 | 2.13% | 1,280,750 | 90,195 | 7.6% | $1,585.18万 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $2.14亿 | 2.02% | 4,020,264 | 783,668 | 24.2% | $4,179.29万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2.10亿 | 1.98% | 3,219,453 | 603,810 | 23.1% | $3,933.21万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1.42亿 | 1.34% | 1,412,375 | 359,190 | 34.1% | $3,605.91万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1.27亿 | 1.20% | 4,924,387 | 952,260 | 24.0% | $2,460.63万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1.17亿 | 1.11% | 317,954 | 26,328 | 9.0% | $972.48万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $1.10亿 | 1.04% | 558,234 | 119,971 | 27.4% | $2,359.47万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $1.08亿 | 1.02% | 1,372,055 | 308,720 | 29.0% | $2,440.13万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.06亿 | 1.00% | 1,509,237 | 230,631 | 18.0% | $1,620.87万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1.03亿 | 0.97% | 488,519 | 37,639 | 8.3% | $792.56万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $9,974.81万 | 0.94% | 2,164,194 | 460,804 | 27.1% | $2,123.85万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $9,757.35万 | 0.92% | 946,212 | 207,688 | 28.1% | $2,141.68万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $9,208.75万 | 0.87% | 737,175 | 78,019 | 11.8% | $974.61万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $9,121.29万 | 0.86% | 156,104 | 3,159 | 2.1% | $184.58万 | 加仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $8,880.06万 | 0.84% | 3,393,218 | 1,059,888 | 45.4% | $2,773.73万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $8,555.57万 | 0.81% | 287,688 | 10,713 | 3.9% | $318.59万 | 加仓 |
| LQD | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $7,896.56万 | 0.75% | 726,716 | 253,903 | 53.7% | $2,758.93万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $7,306.42万 | 0.69% | 793,313 | -8,223 | -1.0% | -$75.73万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $7,194.29万 | 0.68% | 222,568 | 28,504 | 14.7% | $921.36万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $6,965.70万 | 0.66% | 106,308 | 7,800 | 7.9% | $511.09万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $6,856.52万 | 0.65% | 232,503 | 22,125 | 10.5% | $652.47万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $6,188.33万 | 0.58% | 1,581,883 | 539,617 | 51.8% | $2,110.98万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $6,181.06万 | 0.58% | 558,513 | 113,595 | 25.5% | $1,257.16万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $6,081.01万 | 0.57% | 748,163 | 152,215 | 25.5% | $1,237.19万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $6,040.65万 | 0.57% | 640,580 | 4,874 | 0.8% | $45.96万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $5,837.28万 | 0.55% | 121,991 | 14,293 | 13.3% | $683.92万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $5,829.84万 | 0.55% | 634,319 | -68,574 | -9.8% | -$630.24万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $5,663.61万 | 0.53% | 532,745 | 56,222 | 11.8% | $597.70万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $5,472.82万 | 0.52% | 765,857 | 84,968 | 12.5% | $607.18万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $5,422.17万 | 0.51% | 738,514 | -193,898 | -20.8% | -$1,423.60万 | 减仓 |
| AVGO | BROADCOM INC COM | $5,409.89万 | 0.51% | 172,570 | 6,002 | 3.6% | $188.16万 | 加仓 |
| IBND | SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF | $5,383.42万 | 0.51% | 1,727,635 | 441,816 | 34.4% | $1,376.73万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $4,829.79万 | 0.46% | 326,935 | 68,269 | 26.4% | $1,008.53万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $4,757.38万 | 0.45% | 797,017 | 127,447 | 19.0% | $760.73万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $4,755.43万 | 0.45% | 597,945 | 85,919 | 16.8% | $683.31万 | 加仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $4,694.71万 | 0.44% | 579,883 | -89,081 | -13.3% | -$721.20万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $4,598.86万 | 0.43% | 588,387 | 109,591 | 22.9% | $856.57万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $4,402.06万 | 0.42% | 152,325 | 54,588 | 55.9% | $1,577.54万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $4,375.05万 | 0.41% | 884,922 | 273,520 | 44.7% | $1,352.28万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $4,296.76万 | 0.41% | 199,219 | 59,862 | 43.0% | $1,291.10万 | 加仓 |
| WMT | WALMART INC COM | $4,272.97万 | 0.40% | 342,550 | 28,099 | 8.9% | $350.51万 | 加仓 |
| TSLA | TESLA INC COM | $4,267.90万 | 0.40% | 111,942 | 9,146 | 8.9% | $348.70万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $4,223.35万 | 0.40% | 142,980 | -2,065 | -1.4% | -$61.00万 | 减仓 |
| META | META PLATFORMS INC CL A | $4,116.31万 | 0.39% | 71,065 | 1,433 | 2.1% | $83.00万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $4,099.74万 | 0.39% | 1,343,731 | 306,835 | 29.6% | $936.16万 | 加仓 |
| LLY | ELI LILLY & CO COM | $4,027.48万 | 0.38% | 42,194 | 11,049 | 35.5% | $1,054.64万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $3,971.56万 | 0.38% | 514,985 | -155,096 | -23.1% | -$1,196.10万 | 减仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $3,921.17万 | 0.37% | 778,937 | 500,035 | 179.3% | $2,517.18万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $3,877.28万 | 0.37% | 201,135 | -7,432 | -3.6% | -$143.27万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $3,811.77万 | 0.36% | 332,587 | -53,940 | -14.0% | -$618.21万 | 减仓 |
| — | EXXON MOBIL CORP COM | $3,725.48万 | 0.35% | 231,713 | 25,582 | 12.4% | $411.31万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $3,680.30万 | 0.35% | 478,577 | -20,619 | -4.1% | -$158.56万 | 减仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $3,645.42万 | 0.34% | 620,709 | -97,417 | -13.6% | -$572.13万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $3,627.77万 | 0.34% | 669,207 | 152,782 | 29.6% | $828.23万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $3,618.13万 | 0.34% | 531,296 | 71,210 | 15.5% | $484.94万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $3,616.20万 | 0.34% | 480,438 | -114,045 | -19.2% | -$858.40万 | 减仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $3,595.85万 | 0.34% | 654,624 | 383,193 | 141.2% | $2,104.88万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $3,591.41万 | 0.34% | 137,840 | 36,442 | 35.9% | $949.49万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $3,536.24万 | 0.33% | 761,956 | 318,099 | 71.7% | $1,476.30万 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $3,421.09万 | 0.32% | 415,585 | 96,630 | 30.3% | $795.46万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $3,342.55万 | 0.32% | 158,047 | -19,094 | -10.8% | -$403.82万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $3,329.78万 | 0.31% | 138,415 | 52,684 | 61.5% | $1,267.39万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $3,219.09万 | 0.30% | 167,192 | 8,508 | 5.4% | $163.81万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $3,159.81万 | 0.30% | 692,789 | 5,394 | 0.8% | $24.60万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $3,096.38万 | 0.29% | 126,839 | 20,385 | 19.1% | $497.64万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $2,916.20万 | 0.28% | 1,160,052 | 241,821 | 26.3% | $607.90万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $2,909.08万 | 0.27% | 65,882 | 7,529 | 12.9% | $332.45万 | 加仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $2,890.47万 | 0.27% | 781,419 | 13,638 | 1.8% | $50.45万 | 加仓 |
| GLD | SPDR GOLD SHARES | $2,884.35万 | 0.27% | 65,880 | 26,430 | 67.0% | $1,157.16万 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $2,834.52万 | 0.27% | 924,800 | 114,222 | 14.1% | $350.09万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $2,802.21万 | 0.26% | 294,845 | -19,807 | -6.3% | -$188.25万 | 减仓 |
| V | VISA INC COM CL A | $2,746.69万 | 0.26% | 92,013 | 9,532 | 11.6% | $284.54万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $2,728.25万 | 0.26% | 381,467 | 61,525 | 19.2% | $440.03万 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $2,727.58万 | 0.26% | 561,231 | 83,595 | 17.5% | $406.27万 | 加仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $2,719.57万 | 0.26% | 568,116 | 222,379 | 64.3% | $1,064.53万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $2,704.68万 | 0.26% | 563,358 | 147,581 | 35.5% | $708.54万 | 加仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $2,690.93万 | 0.25% | 362,171 | 13,857 | 4.0% | $102.96万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $2,682.39万 | 0.25% | 135,879 | 11,932 | 9.6% | $235.55万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $2,674.08万 | 0.25% | 298,181 | 126,606 | 73.8% | $1,135.40万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $2,665.14万 | 0.25% | 269,206 | 45,273 | 20.2% | $448.20万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $2,659.21万 | 0.25% | 629,547 | 359,715 | 133.3% | $1,519.44万 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $2,621.88万 | 0.25% | 303,951 | 14,911 | 5.2% | $128.62万 | 加仓 |
| CAT | CATERPILLAR INC COM | $2,476.11万 | 0.23% | 33,904 | 2,220 | 7.0% | $162.13万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $2,473.40万 | 0.23% | 167,178 | 127,724 | 323.7% | $1,889.68万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $2,393.67万 | 0.23% | 24,019 | 2,884 | 13.6% | $287.41万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $2,347.38万 | 0.22% | 256,824 | -151,077 | -37.0% | -$1,380.85万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $2,342.23万 | 0.22% | 93,857 | 38,900 | 70.8% | $970.76万 | 加仓 |
| ABBV | ABBVIE INC COM | $2,316.83万 | 0.22% | 107,770 | 17,311 | 19.1% | $372.15万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $2,235.56万 | 0.21% | 51,977 | 5,761 | 12.5% | $247.78万 | 加仓 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $2,235.36万 | 0.21% | 739,944 | 436,011 | 143.5% | $1,317.18万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2,229.59万 | 0.21% | 758,106 | 89,488 | 13.4% | $263.18万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2,190.42万 | 0.21% | 149,527 | -12,778 | -7.9% | -$187.18万 | 减仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $2,105.43万 | 0.20% | 611,688 | 60,425 | 11.0% | $207.98万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $2,085.56万 | 0.20% | 402,307 | 80,579 | 25.0% | $417.72万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $2,059.31万 | 0.19% | 902,012 | 74,094 | 8.9% | $169.16万 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $2,021.21万 | 0.19% | 183,613 | 11,591 | 6.7% | $127.59万 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $2,014.79万 | 0.19% | 399,043 | 132,095 | 49.5% | $666.95万 | 加仓 |