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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 6
增持 134
减持 10
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$28.4M
297,487
+14%
增持
VOO
VANGUARD S&P 500 ETF
+$24.4M
251,075
+17%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$22.7M
1,525,730
+39%
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
AAPL
APPLE INC COM
+$21.4M
317,153
+31%
增持
MSFT
MICROSOFT CORP COM
+$12.2M
133,942
+35%
增持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$12.2M
223,213
+670%
增持
SPY
SPDR S&P 500 ETF TRUST
+$11.6M
51,244
+57%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$11.4M
609,284
+45%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$10.8M
425,551
+141%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$10.5M
324,075
+537%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$9.3M
300,348
+37%
增持
NVDA
NVIDIA CORPORATION COM
+$9.1M
851,185
+12%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$8.5M
203,065
+157%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$8.1M
331,725
+61%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$7.9M
460,891
+95%
增持
VGLT
VANGUARD LONG-TERM TREASURY ETF
+$7.4M
199,207
+134%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
+$6.2M
212,610
+251%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$6.1M
211,493
+20%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$6.0M
28,948
+1202%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$6.0M
238,982
+254%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$5.9M
108,285
-47%
增持
BAC
BANK AMERICA CORP COM
+$5.6M
201,865
+234%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$5.3M
117,385
+112%
增持
FFIU
UVA UNCONSTRAINED MEDIUM-TERM FIXED INCOME ETF
+$5.0M
1,927,321
+7%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$4.9M
240,965
+23%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$4.7M
243,975
+28%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$4.7M
168,598
+168%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$4.6M
235,563
+45%
增持
DYNF
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF
+$4.5M
381,084
+25%
增持
VTV
VANGUARD VALUE ETF
+$4.2M
78,742
+32%
增持
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
+$4.1M
431,178
+58%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$4.1M
316,296
+22%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$3.7M
80,381
+20%
增持
AVIG
AVANTIS CORE FIXED INCOME ETF
+$3.7M
141,187
+147%
增持
META
META PLATFORMS INC CL A
+$3.7M
20,753
+28%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$3.6M
248,114
-18%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$3.6M
29,062
+355%
增持
CL
COLGATE PALMOLIVE CO COM
+$3.5M
42,005
+392%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$3.3M
169,920
+43%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$3.3M
38,179
+9%
增持
GLDM
SPDR GOLD MINISHARES TRUST
+$3.3M
106,360
+123%
增持
DMBS
DOUBLELINE MORTGAGE ETF
+$3.3M
109,383
+134%
增持
SCHH
SCHWAB U.S. REIT ETF
+$3.2M
141,582
+3374%
增持
AVGO
BROADCOM INC COM
+$3.1M
55,565
+1316%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$3.1M
31,180
+24%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$3.1M
212,640
+32%
增持
LGLV
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF
+$3.1M
18,301
+7049%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$3.0M
169,418
+14%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$3.0M
262,033
+9%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$2.9M
57,704
+123%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$2.8M
102,386
+26%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$2.7M
29,187
+329%
增持
TSLA
TESLA INC COM
+$2.7M
31,542
+19%
增持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
+$2.6M
62,900
+210%
增持
BINC
BLACKROCK FLEXIBLE INCOME ETF
+$2.5M
104,141
+77%
增持
HD
HOME DEPOT INC COM
+$2.5M
22,292
+15%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$2.4M
210,492
+57%
增持
MBB
ISHARES MBS ETF
+$2.3M
143,566
+14%
增持
WMT
WALMART INC COM
+$2.3M
123,063
+9%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$2.3M
159,202
+3%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$2.3M
82,158
+50%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$2.3M
35,929
+42%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$2.1M
49,312
+1894%
增持
ORCL
ORACLE CORP COM
+$2.1M
42,066
+19%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$2.1M
45,170
+73%
增持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$2.1M
89,083
+195%
增持
VO
VANGUARD MID-CAP ETF
+$2.1M
21,639
+42%
建仓
HFXI
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF
+$2.0M
73,513
增持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
+$2.0M
48,341
+460%
增持
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
+$2.0M
119,062
+104%
增持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
+$2.0M
33,145
+124%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$2.0M
34,820
+18%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.9M
53,029
+16%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$1.9M
132,021
+43%
增持
AMZN
AMAZON COM INC COM
+$1.9M
150,089
+13%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$1.9M
13,824
-65%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$1.8M
48,890
+72%
建仓
ARDC
ARES DYNAMIC CR ALLOCATION FD COM
+$1.8M
120,260
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.8M
35,575
+24%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$1.7M
16,560
+51%
减持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$1.7M
331,230
-12%
增持
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
+$1.7M
83,867
+205%
增持
VB
VANGUARD SMALL-CAP ETF
+$1.7M
12,429
+110%
增持
—
EXXON MOBIL CORP COM
+$1.6M
69,291
+23%
增持
QLTY
GMO U.S. QUALITY ETF
+$1.6M
60,495
+411%
增持
COST
COSTCO WHSL CORP NEW COM
+$1.5M
8,421
+20%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$1.5M
132,121
+14%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$1.5M
98,338
+1%
建仓
JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
+$1.5M
32,543
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$1.5M
137,521
+20%
增持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$1.5M
69,473
+41%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$1.5M
58,643
+51%
增持
VUG
VANGUARD GROWTH ETF
+$1.4M
14,752
+31%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$1.4M
415,111
+11%
增持
MCD
MCDONALDS CORP COM
+$1.4M
16,975
+12%
增持
SGOL
ABRDN PHYSICAL GOLD SHARES ETF
+$1.4M
462,116
+0%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$1.4M
22,968
+100%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$1.3M
54,069
+26%
减持
MU
MICRON TECHNOLOGY INC COM
-$1.3M
6,423
-58%
增持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$1.3M
33,973
+62%
增持
RTX
RTX CORPORATION COM
+$1.3M
35,276
+18%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$1.3M
62,754
+66%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$1.3M
12,531
+3%
增持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
+$1.3M
14,585
+3120%
减持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$1.2M
405,699
-1%
增持
ABBV
ABBVIE INC COM
+$1.2M
23,263
+18%
增持
DASH
DOORDASH INC CL A
+$1.2M
9,092
+1284%
减持
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
-$1.2M
5,768
-91%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$1.2M
6,132
+626%
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$1.2M
28,318
+334%
增持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
+$1.2M
17,591
+1322%
增持
MA
MASTERCARD INCORPORATED CL A
+$1.2M
13,319
+8%
增持
PG
PROCTER AND GAMBLE CO COM
+$1.2M
45,411
+10%
建仓
HYBB
ISHARES BB RATED CORPORATE BOND ETF
+$1.2M
24,554
增持
PM
PHILIP MORRIS INTL INC COM
+$1.1M
26,612
+29%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$1.1M
72,234
+23%
增持
AMGN
AMGEN INC COM
+$1.1M
10,870
+42%
增持
DFSU
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
+$1.1M
35,934
+452%
减持
XLG
INVESCO S&P 500 TOP 50 ETF
-$1.1M
133,430
-17%
增持
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
+$1.1M
12,206
+478%
增持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$1.1M
34,201
+302%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$1.1M
19,333
+2%
减持
DOGG
FT VEST DJIA DOGS 10 TARGET INCOME ETF
-$1.1M
44,344
-56%
增持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$1.1M
41,973
+31%
增持
MMM
3M CO COM
+$1.1M
11,375
+128%
增持
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
+$1.0M
107,410
+43%
增持
V
VISA INC COM CL A
+$1.0M
36,301
+7%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.0M
71,360
+21%
增持
CAT
CATERPILLAR INC COM
+$1.0M
8,044
+24%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$1.0M
11,180
+1604%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$1.0M
38,811
+68%
增持
SO
SOUTHERN CO COM
+$1.0M
22,128
+71%
建仓
DECW
ALLIANZIM U.S. LARGE CAP BUFFER20 DEC ETF
+$1.0M
33,000
减持
WDC
WESTERN DIGITAL CORP. COM
-$993.3K
3,053
-81%
增持
LLY
ELI LILLY & CO COM
+$992.3K
13,973
+12%
增持
JPM
JPMORGAN CHASE & CO. COM
+$977.8K
43,895
+9%
增持
SPTI
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
+$975.6K
33,948
+8538%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$970.4K
35,484
+266%
增持
BX
BLACKSTONE INC COM
+$968.7K
13,971
+46%
增持
IRM
IRON MTN INC DEL COM
+$967.4K
9,707
+368%
增持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$957.9K
11,285
+1846%
增持
COWZ
PACER US CASH COWS 100 ETF
+$949.9K
44,106
+49%
增持
DFEV
DIMENSIONAL EMERGING MARKETS VALUE ETF
+$943.6K
33,376
+14603%
增持
AVUS
AVANTIS U.S. EQUITY ETF
+$940.0K
79,154
+8%
增持
SBUX
STARBUCKS CORP COM
+$926.9K
37,398
+6%
增持
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
+$921.2K
85,749
+63%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$905.7K
65,642
+33%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$905.7K
78,946
+35%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$900.1K
72,171
+19%
建仓
FTXL
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
+$899.4K
9,642
