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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 93
减持 42
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION COM
-$60.0M
322,974
-62%
减持
FFIU
UVA UNCONSTRAINED MEDIUM-TERM FIXED INCOME ETF
-$38.2M
254,089
-87%
增持
IVV
ISHARES CORE S&P 500 ETF
+$15.8M
318,284
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。
+7%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$14.7M
175,798
+507%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$12.5M
212,263
+166%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$12.3M
422,029
+41%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$11.9M
600,426
+58%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$11.5M
116,550
+844%
建仓
BUFR
FT VEST LADDERED BUFFER ETF
+$10.6M
346,336
减持
SGOL
ABRDN PHYSICAL GOLD SHARES ETF
-$10.2M
55,380
-88%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$9.7M
105,343
+13634%
增持
SMOT
VANECK MORNINGSTAR SMID MOAT ETF
+$9.6M
277,580
+3965329%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$8.9M
112,211
+639%
增持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
+$8.7M
255,399
+207%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$8.6M
493,839
+756%
减持
VGLT
VANGUARD LONG-TERM TREASURY ETF
-$8.5M
67,065
-66%
增持
FBND
FIDELITY TOTAL BOND ETF
+$8.5M
194,183
+3817%
减持
MSFT
MICROSOFT CORP COM
-$7.6M
118,746
-11%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$7.5M
59,944
+72%
清仓
MGC
VANGUARD MEGA CAP ETF
-$7.3M
0
-100%
增持
TSLA
TESLA INC COM
+$6.8M
37,329
+18%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$6.7M
74,860
+108%
增持
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
+$6.2M
704,070
+63%
减持
AVIG
AVANTIS CORE FIXED INCOME ETF
-$5.9M
1,501
-99%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$5.9M
253,230
+1732%
减持
AAPL
APPLE INC COM
-$5.5M
272,948
-14%
增持
AMZN
AMAZON COM INC COM
+$5.5M
152,562
+2%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$5.3M
545,134
+403%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$5.1M
277,321
+15%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$4.9M
7,268
-89%
减持
BAC
BANK AMERICA CORP COM
-$4.9M
71,011
-65%
减持
DMBS
DOUBLELINE MORTGAGE ETF
-$4.4M
22,701
-79%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$4.2M
312,663
+33%
增持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$4.2M
126,054
+420%
减持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$4.1M
348,361
-24%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$4.1M
1,680,738
+10%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$3.8M
37,261
+20%
增持
GLDM
SPDR GOLD MINISHARES TRUST
+$3.8M
179,995
+69%
增持
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
+$3.7M
235,745
+181%
减持
VO
VANGUARD MID-CAP ETF
-$3.7M
7,642
-65%
减持
VTV
VANGUARD VALUE ETF
-$3.4M
60,824
-23%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$3.0M
213,371
-14%
减持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
-$3.0M
102,930
-39%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$3.0M
81,470
+9958%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$3.0M
177,047
+11%
增持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
+$2.9M
175,784
+449%
减持
AVUS
AVANTIS U.S. EQUITY ETF
-$2.8M
48,533
-39%
增持
DIS
DISNEY WALT CO COM
+$2.8M
61,503
+46%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$2.8M
239,051
+13%
增持
SPY
SPDR S&P 500 ETF TRUST
+$2.8M
54,894
+7%
减持
GLD
SPDR GOLD SHARES
-$2.7M
5,733
-66%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$2.6M
116,637
-1%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$2.6M
70,899
+120%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$2.6M
78,196
-20%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$2.5M
308,917
+29%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$2.5M
458,716
+13%
建仓
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
+$2.5M
64,501
建仓
CLIP
GLOBAL X 1-3 MONTH T-BILL ETF
+$2.5M
24,500
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$2.4M
13,067
+926%
减持
RWM
PROSHARES SHORT RUSSELL2000
-$2.4M
18,848
-87%
减持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$2.4M
287,834
-9%
减持
AVGO
BROADCOM INC COM
+$2.4M
51,526
-7%
建仓
TSPA
T. ROWE PRICE U.S. EQUITY RESEARCH ETF
+$2.4M
63,575
建仓
BLK
BLACKROCK INC COM
+$2.3M
2,292
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-$2.3M
416,783
+65%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$2.3M
47,932
+35%
增持
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$2.2M
45,596
+59116%
增持
UCON
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
+$2.2M
130,559
+234%
清仓
—
BLACKROCK INC COM
-$2.2M
0
-100%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$2.2M
24,656
-45%
增持
BUCK
SIMPLIFY STABLE INCOME ETF
+$2.2M
91,067
+2885%
增持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
+$2.1M
75,215
+205%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$2.1M
43,429
+14%
增持
XLG
INVESCO S&P 500 TOP 50 ETF
+$2.1M
168,789
+27%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$2.0M
114,967
+58%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$2.0M
43,864
+32%
建仓
APRH
INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL
+$2.0M
82,023
减持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
-$1.9M
30,621
-51%
减持
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
-$1.9M
42,670
-60%
增持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+$1.9M
99,521
+74%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$1.9M
207,942
+23%
减持
MCD
MCDONALDS CORP COM
-$1.9M
11,307
-33%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$1.8M
19,505
-69%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.8M
272,618
+28%
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$1.8M
94,083
-8%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$1.8M
59,555
+88%
增持
PAPR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
+$1.8M
57,831
+554%
增持
RTX
RTX CORPORATION COM
+$1.8M
52,524
+49%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$1.8M
97,925
+549%
增持
AM
ANTERO MIDSTREAM CORP COM
+$1.8M
118,195
+5845%
增持
CRM
SALESFORCE INC COM
+$1.7M
18,275
+15%
增持
DDEC
FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER
+$1.7M
44,156
+3882%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.7M
51,776
+79%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$1.6M
3,430
+272%
增持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
+$1.6M
80,173
+66%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$1.6M
4,994
+2385%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$1.5M
393,050
+18%
增持
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
+$1.5M
147,942
+73%
减持
GBAB
GUGGENHEIM TAXABLE MUNICP BOND COM
-$1.5M
9,335
-90%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$1.5M
184,231
+361%
增持
—
UNILEVER PLC SPON ADR NEW
+$1.5M
80,747
+70%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$1.5M
9,074
+321%
增持
LLY
ELI LILLY & CO COM
-$1.5M
14,125
+1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$1.5M
70,339
-1%
减持
V
VISA INC COM CL A
+$1.5M
36,186
-0%
减持
ELS
EQUITY LIFESTYLE PPTYS INC COM
-$1.5M
807
-96%
增持
WMT
WALMART INC COM
+$1.4M
125,888
+2%
减持
GE
GE AEROSPACE COM NEW
-$1.4M
13,423
-31%
增持
META
META PLATFORMS INC CL A
+$1.4M
22,703
+9%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$1.3M
14,087
-24%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$1.3M
16,241
+1383%
增持
MSTR
MICROSTRATEGY INC CL A NEW
+$1.3M
6,580
+83%
减持
EFA
ISHARES MSCI EAFE ETF
-$1.3M
17,717
-44%
减持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$1.3M
17,612
-71%
建仓
GLIN
VANECK INDIA GROWTH LEADERS ETF
+$1.3M
25,725
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.3M
22,863
+79%
增持
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
+$1.2M
54,492
+1762%
增持
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
+$1.2M
10,465
+883%
减持
BIIB
BIOGEN INC COM
-$1.2M
1,595
-79%
增持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
+$1.2M
37,671
+191%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$1.2M
168,723
-12%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$1.2M
18,458
+404%
增持
SCHH
SCHWAB U.S. REIT ETF
+$1.2M
210,945
+49%
清仓
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
-$1.2M
0
-100%
增持
—
MEDTRONIC PLC SHS
+$1.1M
57,522
+50%
增持
WFC
WELLS FARGO CO NEW COM
+$1.1M
79,542
+1%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$1.1M
67,744
+91%
建仓
XBIL
US TREASURY 6 MONTH BILL ETF
+$1.1M
22,692
增持
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
+$1.1M
22,636
+40321%
增持
SVOL
SIMPLIFY VOLATILITY PREMIUM ETF
+$1.1M
55,470
+2421%
增持
PULS
PGIM ULTRA SHORT BOND ETF
+$1.1M
24,244
+1035%
减持
JNJ
JOHNSON & JOHNSON COM
-$1.1M
51,897
-2%
增持
FTNT
FORTINET INC COM
+$1.1M
17,004
+148%
减持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
-$1.1M
6,900
-87%
建仓
LRCX
LAM RESEARCH CORP COM NEW
+$1.1M
14,773
增持
POCT
INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
+$1.1M
34,917
+330%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$1.1M
10,088
+1101%
建仓
PNOV
INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
+$1.1M
27,974
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$1.0M
9,253
增持
PSEP
INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
+$1.0M
28,786
+863%
清仓
—
LAM RESEARCH CORP COM
-$1.0M
0
-100%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$979.8K
88,162
+10%
减持
BBN
BLACKROCK TAX MUNICPAL BD TR SHS
-$976.8K
6,771
-89%
增持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
+$971.8K
15,120
+1091%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$958.7K
125,593
+21%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$955.2K
652,889
+7%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$953.9K
12,598
+1%
减持
SCHW
SCHWAB CHARLES CORP COM
-$952.8K
11,076
-60%
增持
XONE
BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF
+$943.5K
20,529
+1296%
增持
ORCL
ORACLE CORP COM
+$940.1K
48,654
+16%
