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 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $725.5M | 5.12% | 947,354 | 增持 |
| 2 | AAPL | APPLE INC COM | $414.5M | 2.92% | 1.2M | 增持 |
| 3 | VOO | VANGUARD S&P 500 ETF | $401.3M | 2.83% | 572,525 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION COM | $331.1M | 2.34% | 1.4M | 增持 |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $287.5M | 2.03% | 4.1M | 增持 |
| 6 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $278.9M | 1.97% | 5.0M | 增持 |
| 7 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $223.8M | 1.58% | 7.5M | 增持 |
| 8 | VTV | VANGUARD MORNINGSTAR VALUE ETF | $208.5M | 1.47% | 964,758 | 增持 |
| 9 | MSFT | MICROSOFT CORP COM | $197.1M | 1.39% | 384,364 | 增持 |
| 10 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $160.4M | 1.13% | 1.6M | 增持 |
| 11 | AMZN | AMAZON COM INC COM | $150.9M | 1.06% | 605,644 | 增持 |
| 12 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $145.0M | 1.02% | 1.9M | 增持 |
| 13 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $141.3M | 1.00% | 1.7M | 增持 |
| 14 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $141.7M | 1.00% | 3.2M | 增持 |
| 15 | QQQ | INVESCO QQQ TRUST SERIES I | $129.0M | 0.91% | 174,381 | 减持 |
| 16 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $127.4M | 0.90% | 1.3M | 增持 |
| 17 | SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $115.6M | 0.82% | 4.8M | 增持 |
| 18 | GOOGL | ALPHABET INC CAP STK CL A | $114.0M | 0.80% | 331,413 | 增持 |
| 19 | LQD | ISHARES IBOXX USD INVESTMENT GRADE CORPORATE BOND ETF | $113.5M | 0.80% | 1.1M | 增持 |
| 20 | IJR | ISHARES CORE S&P SMALL CAP ETF | $112.6M | 0.79% | 827,945 | 增持 |
| 21 | GOOG | ALPHABET INC CAP STK CL C | $105.5M | 0.74% | 309,531 | 增持 |
| 22 | SPY | STATE STREET SPDR S&P 500 ETF | $103.8M | 0.73% | 136,068 | 增持 |
| 23 | GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $97.7M | 0.69% | 1.2M | 增持 |
| 24 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $92.0M | 0.65% | 2.1M | 增持 |
| 25 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $81.0M | 0.57% | 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