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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 7
增持 125
减持 18
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION COM
+$33.6M
758,488
+1030%
增持
IVV
ISHARES CORE S&P 500 ETF
+$27.9M
261,052
+19%
增持
AAPL
APPLE INC COM
+$17.1M
242,375
+16%
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。
增持
MSFT
MICROSOFT CORP COM
+$15.3M
99,508
+40%
增持
AMZN
AMAZON COM INC COM
+$12.6M
132,331
+77%
增持
VOO
VANGUARD S&P 500 ETF
+$10.9M
215,513
+7%
增持
SPY
SPDR S&P 500 ETF TRUST
+$10.2M
32,663
+126%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$9.2M
195,430
+83%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$8.6M
1,096,231
+22%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$7.4M
107,321
+36%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$6.5M
419,536
+47%
增持
DYNF
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF
+$5.8M
303,742
+59%
增持
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
+$5.4M
54,740
+19951%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$5.2M
29,434
+182%
增持
LLY
ELI LILLY & CO COM
+$5.1M
12,453
+50%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$4.5M
96,701
+29%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$4.3M
153,907
+15%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$4.3M
259,745
+41%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$4.2M
162,575
+111%
增持
GOOG
ALPHABET INC CAP STK CL C
+$4.0M
59,097
+34%
增持
WFC
WELLS FARGO CO NEW COM
+$3.9M
76,866
+473%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$3.9M
219,344
+21%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$3.7M
28,364
-62%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$3.7M
149,071
+33%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$3.1M
236,367
+70%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$2.8M
176,382
+22%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$2.8M
205,590
-19%
增持
META
META PLATFORMS INC CL A
+$2.6M
16,275
+43%
增持
V
VISA INC COM CL A
+$2.5M
34,008
+47%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$2.5M
25,046
+17%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$2.5M
224,750
+21%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$2.5M
66,949
+29%
建仓
FCUS
PINNACLE FOCUSED OPPORTUNITIES ETF
+$2.5M
89,282
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$2.5M
190,138
+23%
增持
AVGO
BROADCOM INC COM
+$2.3M
3,923
+27%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$2.2M
118,841
+40%
增持
JPM
JPMORGAN CHASE & CO. COM
+$2.1M
40,291
+30%
增持
CVX
CHEVRON CORP NEW COM
+$2.1M
70,479
+25%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$2.0M
160,928
+35%
建仓
DOGG
FT VEST DJIA DOGS 10 TARGET INCOME ETF
+$2.0M
101,591
增持
COST
COSTCO WHSL CORP NEW COM
+$2.0M
7,012
+28%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$1.8M
302,650
-7%
增持
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
+$1.8M
272,219
+42%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$1.8M
12,199
+41%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$1.8M
35,115
+18%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$1.7M
27,614
+167%
增持
INTU
INTUIT COM
+$1.7M
5,410
+90%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$1.6M
58,564
+83%
增持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$1.6M
20,971
+534%
增持
FTC
FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND
+$1.6M
12,803
+27140%
增持
MU
MICRON TECHNOLOGY INC COM
+$1.5M
15,211
+319%
增持
PG
PROCTER AND GAMBLE CO COM
+$1.5M
41,166
+28%
增持
ADBE
ADOBE INC COM
+$1.5M
8,161
+35%
增持
TSLA
TESLA INC COM
+$1.5M
26,453
+15%
减持
VTV
VANGUARD VALUE ETF
-$1.5M
59,518
-12%
减持
BIBL
INSPIRE 100 ETF
-$1.5M
3,340
-92%
建仓
RFG
INVESCO S&P MIDCAP 400 PURE GROWTH ETF
+$1.5M
30,797
增持
WMT
WALMART INC COM
+$1.5M
112,876
+10%
增持
PANW
PALO ALTO NETWORKS INC COM
+$1.5M
7,928
+79%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.5M
25,363
+59%
减持
FYLD
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF
-$1.4M
4,619
-92%
增持
BKNG
BOOKING HOLDINGS INC COM
+$1.4M
452
+361%
增持
FFIU
UVA UNCONSTRAINED MEDIUM-TERM FIXED INCOME ETF
+$1.4M
1,801,783
+5%
增持
COWZ
PACER US CASH COWS 100 ETF
+$1.4M
29,616
+648%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$1.3M
24,470
+862%
增持
MBB
ISHARES MBS ETF
+$1.3M
125,574
+13%
增持
NFLX
NETFLIX INC COM
+$1.3M
4,317
+62%
增持
SPUS
SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF
+$1.2M
91,886
+38%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$1.2M
41,475
+141%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$1.2M
48,969
-20%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.2M
28,764
+29%
增持
AVUS
AVANTIS U.S. EQUITY ETF
+$1.2M
73,068
+21%
增持
ORCL
ORACLE CORP COM
+$1.2M
35,338
+14%
增持
TJX
TJX COS INC NEW COM
+$1.2M
16,159
+156%
增持
BINC
BLACKROCK FLEXIBLE INCOME ETF
+$1.1M
58,856
+61%
增持
BAC
BANK AMERICA CORP COM
+$1.1M
60,520
+76%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$1.1M
133,755
+47%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$1.1M
114,472
+20%
增持
OEF
ISHARES S&P 100 ETF
+$1.1M
13,510
+32%
增持
CSCO
CISCO SYS INC COM
+$1.0M
64,354
+59%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$1.0M
25,277
+69%
增持
CRM
SALESFORCE INC COM
+$1.0M
16,686
+55%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$1.0M
6,390
+306%
增持
AMGN
AMGEN INC COM
+$1.0M
7,676
+58%
增持
MRK
MERCK & CO INC COM
+$1.0M
24,807
+50%
增持
WDC
WESTERN DIGITAL CORP. COM
+$1.0M
15,735
+461%
增持
NRG
NRG ENERGY INC COM NEW
+$992.3K
14,191
+785%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$992.1K
55,367
+28%
增持
SUSL
ISHARES ESG MSCI USA LEADERS ETF
+$987.6K
16,545
+149%
增持
VUG
VANGUARD GROWTH ETF
+$987.6K
11,275
+19%
增持
IGEB
ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
+$984.3K
24,058
+1341%
增持
QCOM
QUALCOMM INC COM
+$969.4K
15,378
+25%
增持
MA
MASTERCARD INCORPORATED CL A
+$967.1K
12,345
+33%
增持
PGR
PROGRESSIVE CORP COM
+$965.9K
6,123
+306%
减持
LQD
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF
-$948.7K
16,876
-34%
增持
GE
GE AEROSPACE COM NEW
+$946.1K
21,290
+53%
增持
—
EXXON MOBIL CORP COM
+$919.3K
56,305
+19%
增持
SYK
STRYKER CORPORATION COM
+$914.1K
7,833
+61%
增持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+$881.1K
61,194
+44%
减持
IXC
ISHARES GLOBAL ENERGY ETF
-$875.3K
20,429
-49%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$857.2K
15,350
-40%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$841.6K
26,115
+45%
建仓
SSO
PROSHARES ULTRA S&P 500
+$840.6K
10,133
增持
SNPS
SYNOPSYS INC COM
+$831.1K
2,028
+201%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$813.6K
67,522
+58%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$799.3K
11,053
+216%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$783.1K
31,756
+59%
增持
FISV
FISERV INC COM
+$768.0K
7,456
+259%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$767.7K
81,016
+15%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$738.0K
2,312
+177%
减持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
-$733.5K
39,104
-45%
增持
VO
VANGUARD MID-CAP ETF
+$726.6K
15,193
+29%
减持
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
-$725.6K
2,537
-93%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$723.6K
239,746
+6%
减持
EYLD
CAMBRIA EMERGING SHAREHOLDER YIELD ETF
-$723.3K
1,975
-92%
减持
CVS
CVS HEALTH CORP COM
-$713.8K
18,081
-19%
增持
MPWR
MONOLITHIC PWR SYS INC COM
+$694.9K
959
+605%
增持
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$673.9K
37,728
+444%
增持
SMMU
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF
+$672.9K
24,791
+121%
增持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$670.2K
377,512
+3%
减持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
-$652.1K
41,220
-14%
增持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
+$651.3K
7,384
+1296%
增持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
+$650.4K
15,531
+692%
增持
DHR
DANAHER CORPORATION COM
+$635.6K
7,050
+61%
增持
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE ETF
+$629.8K
10,073
+196%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$629.0K
12,937
+14%
减持
BLV
VANGUARD LONG-TERM BOND ETF
-$626.5K
1,893
-82%
减持
PLD
PROLOGIS INC. COM
-$616.5K
6,540
-38%
增持
SPGI
S&P GLOBAL INC COM
+$613.6K
4,634
+36%
增持
GLDM
SPDR GOLD MINISHARES TRUST
+$610.2K
47,659
+33%
增持
EME
EMCOR GROUP INC COM
+$604.9K
1,726
+3736%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$604.8K
41,833
+32%
增持
BR
BROADRIDGE FINL SOLUTIONS INC COM
+$603.5K
3,639
+562%
建仓
SECT
MAIN SECTOR ROTATION ETF
+$598.3K
11,729
增持
PULS
PGIM ULTRA SHORT BOND ETF
+$596.6K
13,389
+907%
建仓
UCON
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
+$594.5K
24,374
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$593.3K
23,070
+88%
增持
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
+$592.1K
15,426
+290%
建仓
GEV
GE VERNOVA INC COM
+$585.7K
3,496
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$584.7K
14,050
+3%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$583.6K
205,551
-5%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$578.3K
204,862
+1%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$574.4K
18,920
+169%
增持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
+$558.6K
20,293
+86%
增持
PEP
PEPSICO INC COM
+$550.4K
24,884
+23%
增持
—
EATON CORP PLC SHS
+$548.8K
7,879
+29%
增持
FTSL
FIRST TRUST SENIOR LOAN FUND
+$547.4K
12,022
+17074%
增持
AMAT
APPLIED MATLS INC COM
+$542.9K
7,003
+31%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$542.3K
13,960
+74%
增持
MCD
MCDONALDS CORP COM
+$540.5K
15,186
+31%
