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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 7
增持 142
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$121.7M
759,861
+28%
增持
AAPL
APPLE INC COM
+$84.1M
955,662
+39%
增持
NVDA
NVIDIA CORPORATION COM
+$72.4M
1,190,555
+48%
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
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$59.1M
3,236,596
+46%
增持
VOO
VANGUARD S&P 500 ETF
+$48.3M
383,021
+22%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$42.7M
2,615,643
+30%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$34.0M
668,964
+190%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$33.0M
276,975
+25%
增持
AMZN
AMAZON COM INC COM
+$32.8M
450,880
+39%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$31.8M
702,893
+97%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$30.7M
3,972,127
+37%
增持
VTV
VANGUARD VALUE ETF
+$30.0M
438,263
+52%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$29.7M
738,524
+66%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$28.5M
152,945
+40%
增持
MSFT
MICROSOFT CORP COM
+$28.3M
291,626
+34%
增持
GOOG
ALPHABET INC CAP STK CL C
+$27.1M
210,378
+32%
增持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$26.0M
767,781
+819%
增持
DFAW
DIMENSIONAL WORLD EQUITY ETF
+$25.7M
348,314
+26611%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$23.4M
1,278,606
+35%
增持
AVGO
BROADCOM INC COM
+$21.9M
166,568
+54%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$19.5M
659,156
+31%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$19.0M
60,594
+506%
增持
FBND
FIDELITY TOTAL BOND ETF
+$18.8M
687,395
+147%
增持
SPTL
STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF
+$18.3M
2,333,330
+45%
增持
LQD
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF
+$18.0M
472,813
+54%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$17.9M
1,042,266
+72%
增持
VUG
VANGUARD GROWTH ETF
+$17.7M
58,353
+160%
增持
JPM
JPMORGAN CHASE & CO. COM
+$17.4M
145,045
+56%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$17.2M
853,803
+310%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$17.1M
107,698
+46%
增持
VO
VANGUARD MID-CAP ETF
+$17.0M
97,737
+153%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$16.2M
337,987
+519%
增持
JPIE
JPMORGAN INCOME ETF
+$15.7M
359,069
+1656%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$15.7M
702,065
+98%
增持
LLY
ELI LILLY & CO COM
+$15.3M
31,145
+31%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$14.7M
259,992
+286%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$14.3M
177,141
+57%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$14.2M
594,483
+43%
增持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
+$13.8M
139,853
+2938%
增持
TSLA
TESLA INC COM
+$13.7M
102,796
+41%
增持
CGGO
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
+$13.3M
465,464
+459%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$13.1M
1,063,335
+19%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$13.0M
516,425
+90%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$12.9M
932,412
+24%
增持
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
+$12.9M
635,706
+17%
增持
DIVB
ISHARES CORE DIVIDEND ETF
+$12.8M
244,014
+7045%
增持
DIHP
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
+$12.7M
418,645
+2057%
增持
SPY
SPDR S&P 500 ETF TRUST
+$12.3M
98,508
+20%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$12.2M
386,527
+32%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$12.2M
444,918
+33%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$12.1M
139,357
+62%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$11.7M
278,902
+497%
增持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$11.5M
595,948
+30%
增持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
+$11.3M
670,081
+24%
增持
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
+$11.3M
258,666
+25%
增持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$11.0M
680,889
+25%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$10.7M
512,026
+31%
增持
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
+$10.4M
109,765
+447%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$9.9M
1,036,896
+53%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$9.9M
194,064
+15%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
-$9.7M
801,536
+4%
增持
ABBV
ABBVIE INC COM
+$9.6M
90,459
+90%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$9.6M
718,126
+25%
增持
—
EXXON MOBIL CORP COM
+$9.5M
206,131
+52%
增持
CAT
CATERPILLAR INC COM
+$9.0M
31,684
+66%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$9.0M
460,086
+41%
增持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$8.8M
407,901
+31%
增持
META
META PLATFORMS INC CL A
+$8.8M
69,632
+37%
增持
WMT
WALMART INC COM
+$8.7M
314,451
+23%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$8.6M
112,126
+102%
增持
IBND
SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF
+$8.6M
1,285,819
+27%
增持
PULS
PGIM ULTRA SHORT BOND ETF
+$8.5M
186,532
+1067%
增持
MU
MICRON TECHNOLOGY INC COM
+$8.5M
42,550
+93%
增持
OEF
ISHARES S&P 100 ETF
+$8.4M
79,213
+40%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$8.3M
827,918
+78%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$8.3M
46,216
+59%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$8.2M
1,053,185
+9%
增持
BSY
BENTLEY SYS INC COM CL B
+$8.2M
215,273
+20094%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$8.1M
91,758
+5352%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$7.9M
551,263
+71%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$7.9M
223,933
+55%
增持
V
VISA INC COM CL A
+$7.8M
82,481
+34%
增持
GLD
SPDR GOLD SHARES
+$7.7M
39,450
+77%
建仓
USTB
VICTORYSHARES SHORT-TERM BOND ETF
+$7.6M
149,102
增持
ILCG
ISHARES MORNINGSTAR GROWTH ETF
+$7.5M
79,438
+950%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$7.5M
1,703,390
+11%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$7.4M
415,777
+61%
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$7.2M
533,218
+126%
增持
CEFS
SABA CLOSED END FUNDS ETF
+$7.2M
316,162
+9861%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$7.1M
321,728
+73%
增持
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
+$7.1M
314,844
+3410%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$7.0M
668,618
+44%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$6.9M
101,398
+39%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$6.7M
478,796
+22%
增持
JNJ
JOHNSON & JOHNSON COM
+$6.7M
106,454
+28%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$6.6M
318,955
+34%
增持
JUST
GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF
+$6.6M
77,111
+762%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$6.6M
108,621
+166%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$6.5M
45,753
+73%
增持
CMF
ISHARES CALIFORNIA MUNI BOND ETF
+$6.5M
131,601
+602%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$6.5M
52,169
+64%
建仓
CAIE
CALAMOS AUTOCALLABLE INCOME ETF
+$6.4M
241,203
增持
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
+$6.3M
611,402
+21%
增持
AVES
AVANTIS EMERGING MARKETS VALUE ETF
+$6.3M
123,061
+665%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$6.2M
662,755
+52%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$6.1M
918,231
+34%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$6.1M
54,957
+78%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$6.0M
85,731
+35%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$5.9M
207,389
+140%
建仓
SSPY
STRATIFIED LARGECAP INDEX ETF
+$5.8M
67,112
建仓
UL
UNILEVER PLC SPON ADR NEW
+$5.7M
87,736
增持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
+$5.6M
117,605
+2326%
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$5.5M
96,271
+204%
建仓
JPLD
JPMORGAN LIMITED DURATION BOND ETF
+$5.5M
104,553
增持
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$5.4M
251,519
+136%
增持
BAC
BANK AMERICA CORP COM
+$5.4M
249,524
+56%
增持
DEHP
DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF
+$5.4M
167,197
+12303%
增持
GDX
VANECK GOLD MINERS ETF
+$5.3M
123,438
+79%
增持
SPMD
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
+$5.3M
669,570
+14%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$5.1M
9,671
+128%
增持
JIVE
JPMORGAN INTERNATIONAL VALUE ETF
+$5.1M
64,212
+11880%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$5.0M
226,694
+55%
增持
MA
MASTERCARD INCORPORATED CL A
+$5.0M
28,380
+44%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$4.9M
538,826
+42%
增持
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
+$4.9M
406,031
+53%
增持
SO
SOUTHERN CO COM
+$4.9M
123,122
+99%
增持
EFA
ISHARES MSCI EAFE ETF
+$4.9M
168,386
+39%
增持
BILS
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
+$4.9M
77,715
+172%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$4.8M
158,024
+73%
增持
VV
VANGUARD LARGE-CAP ETF
+$4.8M
39,839
+59%
增持
MRK
MERCK & CO INC COM
+$4.8M
97,818
+49%
增持
XOVR
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF
+$4.8M
238,574
+18834%
建仓
WCPB
WEITZ CORE PLUS BOND ETF
+$4.7M
185,419
增持
IAU
ISHARES GOLD TRUST
+$4.7M
171,575
+35%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$4.7M
319,942
+24%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$4.6M
60,775
+18%
增持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
+$4.6M
232,679
+70%
增持
SCHW
SCHWAB CHARLES CORP COM
+$4.5M
63,384
+229%
清仓
—
UNILEVER PLC SPON ADR NEW
-$4.5M
0
-100%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$4.4M
49,779
+63%
增持
AMGN
AMGEN INC COM
+$4.4M
28,191
+65%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$4.4M
64,105
+90%
增持
SCHP
SCHWAB US TIPS ETF
+$4.3M
190,389
+607%
建仓
IQQQ
PROSHARES NASDAQ-100 HIGH INCOME ETF
+$4.3M
97,051
增持
SPGI
S&P GLOBAL INC COM
+$4.3M
13,157
+149%
增持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+$4.3M
345,737
+35%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$4.3M
499,196
+13%
增持
QCOM
QUALCOMM INC COM
+$4.3M
83,069
+39%
增持
SPTS
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$4.2M
149,089
+3577%
增持
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
+$4.1M
303,933
+89%
