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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 150 项建仓 14增持 127减持 8清仓 1

方向

标的

Δ市值

现股数(环比)

增持

ORLY OREILLY AUTOMOTIVE INC COM

+$72.6M

50,957 +17471%

增持

BND VANGUARD TOTAL BOND MARKET ETF

+$41.7M

815,260 +222%

增持

AAPL APPLE INC COM

+$40.7M

488,752

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

IVV ISHARES CORE S&P 500 ETF

+$38.6M

400,853 +26%

增持

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF

+$37.2M

546,328 +211%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$24.8M

1,098,854 +68%

增持

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF

+$17.1M

2,021,255 +20%

增持

VOO VANGUARD S&P 500 ETF

+$15.9M

285,979 +17%

增持

SPY SPDR S&P 500 ETF TRUST

+$15.3M

84,669 +54%

增持

QUAL ISHARES MSCI USA QUALITY FACTOR ETF

+$12.7M

258,131 +46%

增持

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

+$11.4M

167,333 +35963%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

+$10.2M

56,127 +29%

增持

NVDA NVIDIA CORPORATION COM

+$9.5M

479,890 +49%

增持

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

+$9.2M

385,434 +2000%

增持

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF

+$9.1M

379,089 +882%

增持

WMT WALMART INC COM

+$9.0M

229,311 +82%

增持

VTI VANGUARD TOTAL STOCK MARKET ETF

+$8.9M

95,409 +59%

增持

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

+$8.9M

342,194 +7464%

增持

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF

+$8.7M

380,451 +68%

增持

SCHF SCHWAB INTERNATIONAL EQUITY ETF

+$8.1M

638,073 +159%

增持

DFCF DIMENSIONAL CORE FIXED INCOME ETF

+$8.1M

291,905 +184%

增持

HFXI NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF

+$8.0M

369,966 +330%

增持

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

+$7.9M

181,026 +333%

增持

VNQ VANGUARD REAL ESTATE ETF

+$7.8M

163,317 +109%

增持

QQQ INVESCO QQQ TRUST SERIES I

+$7.5M

56,247 +51%

增持

IAU ISHARES GOLD TRUST

+$7.4M

156,418 +338%

增持

IVE ISHARES S&P 500 VALUE ETF

+$7.4M

127,174 +44%

增持

BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

+$7.3M

192,371 +71%

增持

SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

+$7.2M

284,413 +206%

增持

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

+$7.2M

212,445 +9384%

增持

FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF

+$7.0M

133,128 +2333%

增持

PDP INVESCO DORSEY WRIGHT MOMENTUM ETF

+$7.0M

71,148 +5210%

增持

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF

+$6.8M

187,715 +285%

增持

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

+$6.7M

102,646 +239%

增持

TLH ISHARES 10-20 YEAR TREASURY BOND ETF

+$6.7M

92,335 +220%

增持

OEF ISHARES S&P 100 ETF

+$6.7M

40,560 +172%

建仓

XUSP INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF

+$6.6M

175,621

增持

IVW ISHARES S&P 500 GROWTH ETF

+$6.3M

368,731 +33%

建仓

EFIV SPDR S&P 500 ESG ETF

+$6.1M

114,158

增持

VNLA JANUS HENDERSON SHORT DURATION INCOME ETF

+$6.1M

142,752 +667%

增持

GLDM SPDR GOLD MINISHARES TRUST

+$6.1M

249,390 +39%

增持

BIV VANGUARD INTERMEDIATE-TERM BOND ETF

+$6.0M

526,783 +15%

增持

SCHD SCHWAB US DIVIDEND EQUITY ETF

+$6.0M

700,385 +42%

增持

AMZN AMAZON COM INC COM

+$5.8M

204,311 +34%

增持

PG PROCTER AND GAMBLE CO COM

+$5.7M

78,990 +70%

增持

BSV VANGUARD SHORT-TERM BOND ETF

+$5.6M

283,364 +33%

增持

PULS PGIM ULTRA SHORT BOND ETF

+$5.6M

137,365 +467%

增持

MSFT MICROSOFT CORP COM

+$5.6M

145,618 +23%

建仓

VFLO VICTORYSHARES FREE CASH FLOW ETF

+$5.6M

162,859

清仓

FFIU UVA UNCONSTRAINED MEDIUM-TERM FIXED INCOME ETF

-$5.4M

0 -100%

建仓

TMSL T. ROWE PRICE SMALL-MID CAP ETF

+$5.4M

175,217

增持

SPYV SPDR PORTFOLIO S&P 500 VALUE ETF

+$5.3M

126,003 +463%

增持

DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF

+$5.2M

208,172 +109%

建仓

— SPDR S&P 500 ETF TRUST

+$5.2M

9,300

增持

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

+$5.2M

318,356 +37%

增持

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF

+$4.9M

37,343 +186%

建仓

HEQT SIMPLIFY HEDGED EQUITY ETF

+$4.9M

169,796

增持

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

+$4.9M

106,154 +855%

增持

CVX CHEVRON CORP NEW COM

+$4.8M

90,290 +26%

增持

META META PLATFORMS INC CL A

+$4.8M

30,837 +36%

增持

STIP ISHARES 0-5 YEAR TIPS BOND ETF

+$4.6M

47,885 +1581%

增持

AVEM AVANTIS EMERGING MARKETS EQUITY ETF

+$4.6M

155,606 +90%

增持

SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF

+$4.5M

420,487 +34%

增持

V VISA INC COM CL A

+$4.5M

46,067 +27%

增持

— EXXON MOBIL CORP COM

+$4.4M

99,701 +44%

增持

IEI ISHARES 3-7 YEAR TREASURY BOND ETF

+$4.3M

37,895 +2861%

增持

SHV ISHARES SHORT TREASURY BOND ETF

+$4.2M

155,017 +33%

增持

AVLV AVANTIS U.S. LARGE CAP VALUE ETF

+$4.0M

133,809 +89%

增持

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF

+$4.0M

97,081 +722%

增持

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF

+$3.9M

56,491 +677%

增持

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

+$3.8M

90,080 +421%

建仓

QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF

+$3.8M

48,200

增持

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF

+$3.8M

196,962 +57%

建仓

SFLO VICTORYSHARES SMALL CAP FREE CASH FLOW ETF

+$3.7M

151,851

建仓

RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF

+$3.7M

51,534

增持

EFV ISHARES MSCI EAFE VALUE ETF

+$3.7M

412,826 +5%

增持

BLV VANGUARD LONG-TERM BOND ETF

+$3.7M

57,484 +993%

建仓

THIR THOR INDEX ROTATION ETF

+$3.6M

145,286

增持

QCOM QUALCOMM INC COM

+$3.5M

41,860 +122%

增持

SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF

+$3.5M

857,993 +22%

增持

LLY ELI LILLY & CO COM

+$3.4M

17,825 +26%

增持

VXF VANGUARD EXTENDED MARKET ETF

+$3.4M

22,771 +722%

增持

XLG INVESCO S&P 500 TOP 50 ETF

+$3.4M

255,644 +51%

增持

IJH ISHARES CORE S&P MID-CAP ETF

+$3.3M

195,302 +50%

增持

XCEM COLUMBIA EM CORE EX-CHINA ETF

+$3.3M

111,283 +130821%

增持

DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF

+$3.3M

172,893 +322%

增持

RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF

+$3.3M

121,697 +1189%

增持

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

+$3.2M

144,425 +569%

增持

CGGR CAPITAL GROUP GROWTH ETF

+$3.2M

181,178 +122%

增持

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

+$3.2M

119,356 +51%

增持

SPLV INVESCO S&P 500 LOW VOLATILITY ETF

+$3.2M

65,720 +172%

建仓

RSPN INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF

+$3.2M

65,198

减持

SCHO SCHWAB SHORT-TERM US TREASURY ETF

-$3.2M

281,247 -33%

增持

JAAA JANUS HENDERSON AAA CLO ETF

+$3.2M

143,451 +79%

增持

GLD SPDR GOLD SHARES

+$3.2M

15,790 +175%

减持

SCHH SCHWAB U.S. REIT ETF

-$3.1M

61,028 -71%

增持

VTV VANGUARD VALUE ETF

+$3.1M

77,896 +28%

增持

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF

+$3.1M

333,882 +16%

建仓

BKAG BNY MELLON CORE BOND ETF

+$3.1M

73,798

增持

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

+$3.1M

87,041 +75%

增持

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

+$3.1M

692,343 +15%

增持

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

+$3.0M

296,597 +46%

增持

ABBV ABBVIE INC COM

+$3.0M

34,192 +50%

增持

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

+$3.0M

434,553 +25%

增持

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF

+$3.0M

250,691 +27%

增持

VGSH VANGUARD SHORT-TERM TREASURY ETF

+$3.0M

203,446 +32%

增持

JPM JPMORGAN CHASE & CO. COM

+$2.9M

52,427 +28%

增持

VOOG VANGUARD S&P 500 GROWTH ETF

+$2.9M

9,763 +900%

增持

CLIP GLOBAL X 1-3 MONTH T-BILL ETF

+$2.9M

53,075 +117%

增持

RSPD INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF

+$2.8M

56,570 +27229%

减持

EFG ISHARES MSCI EAFE GROWTH ETF

-$2.8M

173,261 -17%

增持

SCHE SCHWAB EMERGING MARKETS EQUITY ETF

+$2.8M

112,227 +781%

增持

TFLO ISHARES TREASURY FLOATING RATE BOND ETF

+$2.8M

310,086 +21%

增持

IEFA ISHARES CORE MSCI EAFE ETF

+$2.7M

312,960 +5%

增持

DFAS DIMENSIONAL U.S. SMALL CAP ETF

+$2.7M

259,313 +32%

增持

IBM INTERNATIONAL BUSINESS MACHS COM

+$2.7M

26,892 +48%

增持

TSLA TESLA INC COM

-$2.7M

46,063 +23%

增持

GOOG ALPHABET INC CAP STK CL C

+$2.7M

101,237 +44%

增持

JNJ JOHNSON & JOHNSON COM

+$2.7M

66,328 +28%

增持

DVOL FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF

+$2.6M

75,000 +7217%

增持

HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF

+$2.6M

370,300 +19%

增持

PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY

+$2.6M

76,977 +536%

增持

RSP INVESCO S&P 500 EQUAL WEIGHT ETF

+$2.6M

90,427 +21%

增持

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF

+$2.5M

399,758 +29%

增持

VOOV VANGUARD S&P 500 VALUE ETF

+$2.5M

14,451 +1298%

增持

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

+$2.5M

56,547 +289%

增持

MBB ISHARES MBS ETF

+$2.4M

181,320 +14%

增持

RSPC INVESCO S&P 500 EQUAL WEIGHT COMMUNICATION SERVICES ETF

+$2.4M

68,303 +6830200%

增持

GILD GILEAD SCIENCES INC COM

+$2.4M

37,487 +94%

增持

SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF

+$2.4M

109,475 +4379%

减持

LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF

-$2.3M

6,684 -68%

增持

SCHM SCHWAB U.S. MID-CAP ETF

+$2.3M

352,630 +39%

增持

NOW SERVICENOW INC COM

+$2.2M

7,171 +113%

增持

SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF

+$2.2M

306,182 +30%

增持

AVUV AVANTIS U.S. SMALL CAP VALUE ETF

+$2.2M

92,616 +51%

增持

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

+$2.2M

9,409 +128%

增持

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF

+$2.1M

122,889 +61%

减持

SMOT VANECK MORNINGSTAR SMID MOAT ETF

-$2.1M

226,920 -18%

增持

MCD MCDONALDS CORP COM

+$2.0M

16,976 +50%

建仓

NOVM FT VEST U.S. EQUITY MAX BUFFER ETF - NOVEMBER

+$2.0M

66,296

增持

GOVT ISHARES U.S. TREASURY BOND ETF

+$2.0M

492,523 +22%

增持

IJJ ISHARES S&P MID-CAP 400 VALUE ETF

+$2.0M

17,364 +1549%

建仓

PTF INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF

+$1.9M

32,782

增持

IWM ISHARES RUSSELL 2000 ETF

+$1.9M

23,712 +87%

减持

IFRA ISHARES U.S. INFRASTRUCTURE ETF

-$1.9M

30,198 -57%

减持

APRH INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL

-$1.9M

4,492 -95%

增持

XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF

+$1.9M

59,031 +188%

增持

IBIT ISHARES BITCOIN TRUST ETF

+$1.9M

96,017 +85%

减持

IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-$1.9M

7,371 -84%

增持

T AT&T INC COM

+$1.9M

152,843 +40%