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Farther Finance Advisors, LLC 13F 持仓 · 2026年Q3

Farther Finance Advisors 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 6,107 只证券,申报市值合计 141.79 亿美元。前几大持仓:IVV(5.12%)、AAPL(2.92%)、VOO(2.83%)。本季前 25 大持仓中:增持 24 只、减持 1 只。

排名代码公司市值占组合股数变动
1IVVISHARES CORE S&P 500 ETF$725.5M5.12%947,354增持
2AAPLAPPLE INC COM$414.5M2.92%1.2M增持
3VOOVANGUARD S&P 500 ETF$401.3M2.83%572,525增持
4NVDANVIDIA CORPORATION COM$331.1M2.34%1.4M增持
5VEAVANGUARD FTSE DEVELOPED MARKETS ETF$287.5M2.03%4.1M增持
6DFIVDIMENSIONAL INTERNATIONAL VALUE ETF$278.9M1.97%5.0M增持
7SCHXSCHWAB U.S. LARGE-CAP ETF$223.8M1.58%7.5M增持
8VTVVANGUARD MORNINGSTAR VALUE ETF$208.5M1.47%964,758增持
9MSFTMICROSOFT CORP COM$197.1M1.39%384,364增持
10SGOVISHARES 0-3 MONTH TREASURY BOND ETF$160.4M1.13%1.6M增持
11AMZNAMAZON COM INC COM$150.9M1.06%605,644增持
12VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$145.0M1.02%1.9M增持
13IEMGISHARES CORE MSCI EMERGING MARKETS ETF$141.3M1.00%1.7M增持
14IUSBISHARES CORE TOTAL USD BOND MARKET ETF$141.7M1.00%3.2M增持
15QQQINVESCO QQQ TRUST SERIES I$129.0M0.91%174,381减持
16STIPISHARES 0-5 YEAR TIPS BOND ETF$127.4M0.90%1.3M增持
17SPTLSTATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF$115.6M0.82%4.8M增持
18GOOGLALPHABET INC CAP STK CL A$114.0M0.80%331,413增持
19LQDISHARES IBOXX USD INVESTMENT GRADE CORPORATE BOND ETF$113.5M0.80%1.1M增持
20IJRISHARES CORE S&P SMALL CAP ETF$112.6M0.79%827,945增持
21GOOGALPHABET INC CAP STK CL C$105.5M0.74%309,531增持
22SPYSTATE STREET SPDR S&P 500 ETF$103.8M0.73%136,068增持
23GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST$97.7M0.69%1.2M增持
24DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF$92.0M0.65%2.1M增持
25SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF$81.0M0.57%902,351增持

来源:SEC 13F 申报文件 · 截至 2026-09-30

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR