Farther Finance Advisors, LLC
SAN FRANCISCO CA · SEC CIK 0001992825
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $6.84亿 | 5.34% | 913,970 | 67,755 | 8.0% | $5,073.98万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $3.75亿 | 2.93% | 545,605 | 101,454 | 22.8% | $6,966.73万 | 加仓 |
| AAPL | APPLE INC COM | $3.11亿 | 2.43% | 1,075,763 | 49,256 | 4.8% | $1,424.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $2.69亿 | 2.10% | 1,345,788 | 65,038 | 5.1% | $1,300.17万 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $2.55亿 | 1.99% | 4,713,116 | 692,852 | 17.2% | $3,742.74万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2.51亿 | 1.96% | 3,516,435 | 296,982 | 9.2% | $2,115.90万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1.75亿 | 1.36% | 5,939,378 | 1,014,991 | 20.6% | $2,987.06万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1.57亿 | 1.23% | 1,561,558 | 149,183 | 10.6% | $1,501.83万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $1.50亿 | 1.17% | 686,893 | 128,659 | 23.0% | $2,803.98万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1.42亿 | 1.11% | 192,548 | 36,444 | 23.3% | $2,683.49万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.31亿 | 1.02% | 1,579,899 | 70,662 | 4.7% | $585.26万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $1.29亿 | 1.00% | 1,628,320 | 256,265 | 18.7% | $2,025.28万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1.28亿 | 1.00% | 343,272 | 25,318 | 8.0% | $944.12万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1.27亿 | 0.99% | 530,949 | 42,430 | 8.7% | $1,011.44万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $1.20亿 | 0.93% | 2,594,856 | 430,662 | 19.9% | $1,987.56万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1.18亿 | 0.92% | 792,656 | 55,481 | 7.5% | $822.78万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $1.14亿 | 0.89% | 1,118,491 | 172,279 | 18.2% | $1,760.02万 | 加仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $1.10亿 | 0.86% | 4,177,217 | 783,999 | 23.1% | $2,056.92万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1.10亿 | 0.86% | 306,682 | 18,994 | 6.6% | $678.58万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1.01亿 | 0.79% | 135,693 | 29,385 | 27.6% | $2,192.81万 | 加仓 |
| LQD | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $9,959.37万 | 0.78% | 913,046 | 186,330 | 25.6% | $2,032.46万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $9,356.88万 | 0.73% | 264,851 | 32,348 | 13.9% | $1,142.82万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $7,856.90万 | 0.61% | 629,767 | 71,254 | 12.8% | $888.96万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $7,708.37万 | 0.60% | 799,019 | 50,856 | 6.8% | $490.62万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $7,262.98万 | 0.57% | 788,763 | -4,550 | -0.6% | -$41.90万 | 减仓 |
| AVGO | BROADCOM INC COM | $7,043.46万 | 0.55% | 186,541 | 13,971 | 8.1% | $527.52万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $6,797.75万 | 0.53% | 1,532,405 | -49,478 | -3.1% | -$219.48万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $6,660.37万 | 0.52% | 57,711 | 6,294 | 12.2% | $726.38万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $6,658.12万 | 0.52% | 618,645 | 85,900 | 16.1% | $924.49万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $6,468.48万 | 0.51% | 407,509 | 80,574 | 24.6% | $1,278.97万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $6,423.83万 | 0.50% | 128,402 | 6,411 | 5.3% | $320.74万 | 加仓 |
| IBND | STATE STREET SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF | $6,398.11万 | 0.50% | 2,051,921 | 324,286 | 18.8% | $1,011.16万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $6,285.02万 | 0.49% | 614,537 | 16,592 | 2.8% | $169.69万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $6,085.57万 | 0.48% | 164,469 | -58,099 | -26.1% | -$2,149.74万 | 减仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $6,028.06万 | 0.47% | 892,359 | 95,342 | 12.0% | $644.05万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $5,869.59万 | 0.46% | 607,759 | -26,560 | -4.2% | -$256.51万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $5,741.75万 | 0.45% | 722,956 | 82,376 | 12.9% | $654.23万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $5,476.24万 | 0.43% | 167,272 | 24,292 | 17.0% | $795.28万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $5,336.62万 | 0.42% | 607,263 | 92,278 | 17.9% | $810.94万 | 加仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $5,295.36万 | 0.41% | 580,568 | 685 | 0.1% | $6.25万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $5,273.61万 | 0.41% | 983,664 | 98,742 | 11.2% | $529.37万 | 加仓 |
| LLY | ELI LILLY & CO COM | $5,258.92万 | 0.41% | 43,809 | 1,615 | 3.8% | $193.87万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $5,245.49万 | 0.41% | 714,515 | -23,999 | -3.2% | -$176.18万 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $5,218.02万 | 0.41% | 170,376 | 32,536 | 23.6% | $996.46万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $5,049.95万 | 0.39% | 626,783 | 17,483 | 2.9% | $140.86万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $5,019.79万 | 0.39% | 212,151 | 12,932 | 6.5% | $305.99万 | 加仓 |
| TSLA | TESLA INC COM | $4,974.91万 | 0.39% | 118,339 | 6,397 | 5.7% | $268.93万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $4,959.15万 | 0.39% | 636,517 | 48,130 | 8.2% | $374.98万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $4,849.07万 | 0.38% | 591,783 | -174,074 | -22.7% | -$1,426.36万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $4,774.82万 | 0.37% | 1,505,767 | 162,036 | 12.1% | $513.82万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $4,758.89万 | 0.37% | 82,050 | 3,906 | 5.0% | $226.55万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $4,532.28万 | 0.35% | 329,558 | -3,029 | -0.9% | -$41.66万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $4,368.06万 | 0.34% | 144,178 | 5,763 | 4.2% | $174.60万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $4,348.22万 | 0.34% | 563,919 | 32,623 | 6.1% | $251.55万 | 加仓 |
| META | META PLATFORMS INC CL A | $4,320.25万 | 0.34% | 76,700 | 5,635 | 7.9% | $317.40万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $4,238.66万 | 0.33% | 623,332 | 2,623 | 0.4% | $17.84万 | 加仓 |
| CAT | CATERPILLAR INC COM | $4,064.47万 | 0.32% | 38,184 | 4,280 | 12.6% | $455.58万 | 加仓 |
| WMT | WALMART INC COM | $4,030.80万 | 0.31% | 355,814 | 13,264 | 3.9% | $150.26万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $3,920.39万 | 0.31% | 455,234 | 59,942 | 15.2% | $516.21万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $3,907.07万 | 0.31% | 654,631 | -14,576 | -2.2% | -$86.99万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $3,891.65万 | 0.30% | 204,500 | 68,448 | 50.3% | $1,302.57万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $3,886.98万 | 0.30% | 771,383 | 9,427 | 1.2% | $47.50万 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $3,849.93万 | 0.30% | 468,870 | 53,285 | 12.8% | $437.53万 | 加仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $3,798.59万 | 0.30% | 910,279 | 128,860 | 16.5% | $537.73万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $3,748.54万 | 0.29% | 488,716 | 10,139 | 2.1% | $77.77万 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $3,720.36万 | 0.29% | 607,616 | -47,008 | -7.2% | -$287.82万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $3,630.99万 | 0.28% | 1,310,887 | 150,835 | 13.0% | $417.79万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $3,562.67万 | 0.28% | 167,433 | 241 | 0.1% | $5.13万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $3,445.58万 | 0.27% | 135,612 | 8,773 | 6.9% | $222.90万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $3,312.98万 | 0.26% | 145,908 | -12,139 | -7.7% | -$275.63万 | 减仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $3,302.70万 | 0.26% | 655,948 | -122,989 | -15.8% | -$619.25万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $3,289.96万 | 0.26% | 679,310 | 115,952 | 20.6% | $561.57万 | 加仓 |
| — | EXXON MOBIL CORP COM | $3,280.34万 | 0.26% | 239,963 | 8,250 | 3.6% | $112.78万 | 加仓 |
| V | VISA INC COM CL A | $3,262.28万 | 0.25% | 95,097 | 3,084 | 3.4% | $105.80万 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $3,204.76万 | 0.25% | 582,567 | 21,336 | 3.8% | $117.37万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $3,195.60万 | 0.25% | 388,136 | 6,669 | 1.7% | $54.91万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $3,069.36万 | 0.24% | 139,887 | -61,248 | -30.5% | -$1,343.89万 | 减仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $3,034.62万 | 0.24% | 366,544 | 4,373 | 1.2% | $36.20万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $3,021.65万 | 0.24% | 664,235 | -28,554 | -4.1% | -$129.89万 | 减仓 |
| ABBV | ABBVIE INC COM | $3,019.10万 | 0.24% | 119,959 | 12,189 | 11.3% | $306.77万 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $3,012.21万 | 0.24% | 976,402 | 51,602 | 5.6% | $159.19万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $3,001.59万 | 0.23% | 887,030 | 128,924 | 17.0% | $436.26万 | 加仓 |
| GLD | SPDR GOLD SHARES | $2,971.28万 | 0.23% | 80,658 | 14,778 | 22.4% | $544.39万 | 加仓 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $2,924.85万 | 0.23% | 955,584 | 215,640 | 29.1% | $660.03万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $2,790.25万 | 0.22% | 58,502 | 9,431 | 19.2% | $449.81万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $2,775.37万 | 0.22% | 92,382 | -1,475 | -1.6% | -$44.31万 | 减仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $2,768.16万 | 0.22% | 579,720 | 11,604 | 2.0% | $55.41万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $2,740.46万 | 0.21% | 276,853 | 7,647 | 2.8% | $75.69万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $2,713.84万 | 0.21% | 171,729 | 4,551 | 2.7% | $71.92万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $2,702.45万 | 0.21% | 294,898 | 38,074 | 14.8% | $348.91万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $2,690.04万 | 0.21% | 351,408 | -129,030 | -26.9% | -$987.73万 | 减仓 |
| INTC | INTEL CORP COM | $2,675.93万 | 0.21% | 191,897 | -15,909 | -7.7% | -$221.85万 | 减仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $2,616.05万 | 0.20% | 273,588 | 194,681 | 246.7% | $1,861.54万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $2,606.58万 | 0.20% | 166,078 | 113,013 | 213.0% | $1,773.73万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $2,576.77万 | 0.20% | 27,536 | 3,517 | 14.6% | $329.11万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $2,555.08万 | 0.20% | 205,814 | -2,094 | -1.0% | -$26.00万 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $2,535.85万 | 0.20% | 293,397 | -10,554 | -3.5% | -$91.22万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $2,526.76万 | 0.20% | 58,476 | 4,102 | 7.5% | $177.25万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $2,457.66万 | 0.19% | 148,219 | 12,340 | 9.1% | $204.61万 | 加仓 |
| CSCO | CISCO SYS INC COM | $2,381.28万 | 0.19% | 202,720 | 42,537 | 26.6% | $499.67万 | 加仓 |