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Farther Finance Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Farther Finance Advisors, LLC
报告期 2026-03-31 · CIK 0001992825
持仓数
5,757
前50大市值合计
$4.76B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 14
增持 91
减持 44
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION COM
+$27.2M
67,131
-1%
增持
IVV
ISHARES CORE S&P 500 ETF
+$23.9M
219,623
+15%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$13.0M
898,233
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+50%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$12.7M
327,139
-33%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$10.0M
404,881
+53%
建仓
DYNF
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF
+$8.5M
190,492
减持
VOO
VANGUARD S&P 500 ETF
+$8.2M
202,353
-1%
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$6.7M
260,910
+119%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$6.0M
133,648
+23%
增持
SPY
SPDR S&P 500 ETF TRUST
+$5.9M
14,484
+324%
增持
MSFT
MICROSOFT CORP COM
+$5.9M
70,941
+10%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$5.9M
181,337
+45%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$5.5M
51,875
+117%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$5.4M
285,457
+53%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$5.3M
106,676
+117%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$5.3M
203,630
+57%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$5.1M
17,174
-86%
增持
VGLT
VANGUARD LONG-TERM TREASURY ETF
+$4.6M
80,100
+5319%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$3.9M
184,454
+61%
减持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
-$3.6M
47,891
-44%
增持
AMZN
AMAZON COM INC COM
+$3.6M
74,837
+14%
增持
AAPL
APPLE INC COM
-$3.1M
208,667
+4%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$3.1M
75,235
+30%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$3.0M
21,489
+35%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$3.0M
39,451
+1570%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$3.0M
84,830
+149%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$2.5M
184,982
-22%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$2.4M
15,922
+901%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$2.4M
111,867
+18%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$2.2M
29,684
+3%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$2.1M
43,550
+100%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$2.1M
226,221
-15%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$2.1M
216,720
-16%
增持
PEP
PEPSICO INC COM
+$2.0M
20,251
+135%
建仓
BINC
BLACKROCK FLEXIBLE INCOME ETF
+$1.9M
36,667
增持
META
META PLATFORMS INC CL A
+$1.9M
11,373
+9%
增持
MBB
ISHARES MBS ETF
+$1.9M
110,700
+26%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.9M
78,715
+6%
增持
LLY
ELI LILLY & CO COM
+$1.9M
8,296
+9%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$1.7M
8,028
-70%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$1.6M
13,610
+40%
建仓
BIBL
INSPIRE 100 ETF
+$1.6M
42,092
建仓
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$1.6M
71,538
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$1.6M
77,156
+50%
建仓
FYLD
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF
+$1.6M
57,781
增持
JPM
JPMORGAN CHASE & CO COM
+$1.6M
30,983
+14%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.5M
144,836
+10%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$1.5M
61,406
-25%
减持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
-$1.5M
97,508
-24%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$1.5M
139,279
+51%
增持
VO
VANGUARD MID-CAP ETF
+$1.4M
11,777
+76%
增持
TSLA
TESLA INC COM
-$1.3M
22,917
+7%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$1.3M
95,489
+24%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.3M
44,145
+11%
减持
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
-$1.3M
34,692
-46%
减持
CL
COLGATE PALMOLIVE CO COM
-$1.3M
10,632
-62%
增持
—
EXXON MOBIL CORP COM
+$1.3M
47,470
+10%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$1.2M
30,546
+91%
增持
DIS
DISNEY WALT CO COM
+$1.2M
32,901
+7%
减持
LRGF
ISHARES U.S. EQUITY FACTOR ETF
-$1.2M
93,707
-28%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$1.2M
9,935
-70%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$1.2M
16,889
-14%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$1.2M
254,327
+5%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$1.2M
55,143
+79%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$1.2M
24,790
+1909%
增持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
+$1.1M
45,023
+144%
增持
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
+$1.1M
191,276
+33%
减持
OEF
ISHARES S&P 100 ETF
-$1.1M
10,269
-36%
建仓
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
+$1.1M
36,502
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$1.0M
70,410
+27%
减持
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
-$1.0M
62,519
-40%
增持
AVGO
BROADCOM INC COM
+$982.8K
3,078
+8%
增持
VTV
VANGUARD VALUE ETF
+$982.1K
67,883
+1%
减持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
-$978.2K
4,732
-65%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$972.4K
31,631
+85%
增持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
+$954.7K
70,127
+37%
清仓
REET
ISHARES GLOBAL REIT ETF
-$950.7K
0
-100%
减持
NKE
NIKE INC CL B
-$940.5K
26,363
-15%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH
+$903.5K
10,332
+687%
增持
GE
GE AEROSPACE COM NEW
+$903.2K
13,905
+16%
增持
—
EATON CORP PLC SHS
+$872.5K
6,129
+42%
减持
SBUX
STARBUCKS CORP COM
-$834.6K
31,989
-18%
增持
V
VISA INC COM CL A
+$818.4K
23,143
+7%
减持
OKE
ONEOK INC NEW COM
-$816.0K
8,501
-60%
增持
PG
PROCTER AND GAMBLE CO COM
+$807.2K
32,071
+8%
减持
JKHY
HENRY JACK & ASSOC INC COM
-$792.3K
1,947
-72%
建仓
EYLD
CAMBRIA EMERGING SHAREHOLDER YIELD ETF
+$791.7K
23,569
减持
S
SENTINELONE INC CL A
-$790.0K
13,224
-67%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$789.2K
154,555
+10%
减持
GILD
GILEAD SCIENCES INC COM
-$785.9K
17,149
-32%
建仓
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
+$785.9K
36,091
减持
SGOL
ABRDN PHYSICAL GOLD SHARES ETF
+$783.7K
460,775
-0%
建仓
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
+$781.4K
35,516
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$778.2K
2,148
+197%
增持
JNJ
JOHNSON & JOHNSON COM
+$756.0K
39,329
+13%
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$754.7K
10,684
+29578%
增持
ORCL
ORACLE CORP COM
+$753.8K
31,049
+4%
增持
CRM
SALESFORCE INC COM
+$741.7K
10,772
+13%
减持
ADBE
ADOBE INC COM
-$738.7K
6,036
-4%
减持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$738.3K
367,109
-4%
增持
IXC
ISHARES GLOBAL ENERGY ETF
+$734.2K
39,908
+57%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$720.9K
61,433
+42%
增持
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
+$717.2K
16,382
+97%
增持
PLD
PROLOGIS INC. COM
+$712.3K
10,543
+121%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$704.5K
95,628
+16%
增持
SPUS
SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF
+$703.2K
66,361
+25%
减持
—
STERIS PLC SHS USD
-$702.8K
2,676
-55%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$700.9K
35,954
-14%
增持
ABBV
ABBVIE INC COM
+$698.6K
18,312
+9%
减持
POOL
POOL CORP COM
-$690.7K
1,537
-53%
增持
WMT
WALMART INC COM
+$685.3K
102,504
+196%
增持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+$681.8K
42,457
+52%
增持
KO
COCA COLA CO COM
+$677.5K
33,665
+45%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$670.3K
36,339
+181%
增持
TECH
BIO-TECHNE CORP COM
+$665.2K
9,785
+5306%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$664.5K
359,665
+12%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$659.4K
25,732
-28%
减持
RSG
REPUBLIC SVCS INC COM
-$656.7K
5,108
-48%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$639.4K
29,866
-28%
减持
FSV
FIRSTSERVICE CORP NEW COM
-$631.8K
4,816
-45%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$627.1K
96,304
-19%
建仓
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
+$613.3K
25,835
减持
CME
CME GROUP INC COM
-$608.1K
3,956
-42%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$604.4K
68,046
+1%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
+$602.8K
58,651
+27%
增持
TXN
TEXAS INSTRS INC COM
+$602.2K
6,777
+102%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$598.7K
3,393
-25%
增持
CAT
CATERPILLAR INC COM
+$590.4K
5,960
+12%
减持
—
THOMSON REUTERS CORP. COM
-$589.1K
5,576
-44%
增持
MRK
MERCK & CO INC COM
+$587.9K
16,561
+14%
减持
NDAQ
NASDAQ INC COM
-$577.8K
12,212
-47%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$577.5K
43,150
+21%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$577.1K
13,692
+4%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$574.2K
22,304
+9%
建仓
IBMQ
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
+$569.0K
22,590
减持
SPGI
S&P GLOBAL INC COM
-$568.1K
3,406
-26%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$564.8K
74,383
-7%
建仓
IBMP
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
+$564.5K
22,505
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$562.5K
70,569
+26%
增持
PANW
PALO ALTO NETWORKS INC COM
+$562.3K
4,432
+93%
建仓
IBMO
ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF
+$561.2K
22,190
增持
NEE
NEXTERA ENERGY INC COM
+$559.5K
54,757
+14%
建仓
SMMU
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF
+$559.0K
11,222
增持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$554.8K
5,514
+718%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$553.8K
1,032
+3125%
增持
AVUS
AVANTIS U.S. EQUITY ETF
+$551.8K
60,561
+2%
增持
AEE
AMEREN CORP COM
+$538.2K
8,232
+821%
增持
FFIU
UVA UNCONSTRAINED MEDIUM-TERM FIXED INCOME ETF
-$536.1K
1,720,678
+1%
减持
—
BLACKROCK INC COM
-$534.4K
2,059
-25%
减持
GQRE
FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND
-$534.0K
3,355
-74%
