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Fermata Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Fermata Advisors, LLC
报告期 2026-03-31 · CIK 0001859259
持仓数
232
前50大市值合计
$303.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3
23Q2
23Q1
22Q4
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 23
增持 63
减持 51
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
NTSX
WISDOMTREE TR
+$9.9M
243,512
+993%
减持
RODM
LATTICE STRATEGIES TR
-$4.8M
140,676
-53%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$4.3M
215,830
+45%
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。
减持
VOO
VANGUARD INDEX FDS
-$2.9M
19,501
-33%
增持
BND
VANGUARD BD INDEX FDS
+$2.9M
66,886
+103%
建仓
SYLD
CAMBRIA ETF TR
+$2.8M
43,514
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.8M
111,008
+550%
建仓
FYLD
CAMBRIA ETF TR
+$2.5M
89,705
增持
IVV
ISHARES TR
+$2.3M
25,158
+12%
增持
HYDB
ISHARES TR
+$2.3M
52,528
+507%
增持
JVAL
J P MORGAN EXCHANGE-TRADED F
+$2.0M
58,353
+680%
增持
NTSI
WISDOMTREE TR
+$1.9M
59,376
+389%
建仓
GQRE
FLEXSHARES TR
+$1.7M
23,183
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$1.4M
105,912
+25%
增持
IMCG
ISHARES TR
+$1.4M
27,751
+201%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.4M
18,183
-57%
增持
MOAT
VANECK ETF TRUST
+$1.4M
107,697
+15%
增持
IWF
ISHARES TR
+$1.3M
19,835
+15%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.3M
48,650
+9%
增持
AAPL
APPLE INC
+$1.2M
32,482
+2%
增持
CDC
VICTORY PORTFOLIOS II
+$1.2M
35,180
+84%
减持
GHYB
GOLDMAN SACHS ETF TR
-$1.2M
44,002
-35%
减持
XLE
SELECT SECTOR SPDR TR
-$1.2M
16,240
-59%
增持
TIPX
SPDR SER TR
+$1.1M
282,122
+24%
减持
IWM
ISHARES TR
-$1.1M
11,025
-33%
增持
IWY
ISHARES TR
+$1.1M
11,342
+104%
增持
QQQ
INVESCO QQQ TR
+$1.1M
17,037
+7%
减持
IAGG
ISHARES TR
-$1.1M
12,584
-60%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$1.0M
31,495
+41%
减持
XSOE
WISDOMTREE TR
-$1.0M
174,025
-13%
增持
INDS
PACER FDS TR
+$1.0M
27,373
+132%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.0M
66,645
+22%
建仓
RSPF
INVESCO EXCHANGE TRADED FD T
+$949.0K
14,743
增持
AGG
ISHARES TR
+$904.0K
73,741
+13%
建仓
PSCH
INVESCO EXCH TRADED FD TR II
+$837.0K
4,660
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$758.0K
30,529
+73%
增持
SJNK
SPDR SER TR
+$739.0K
135,881
+26%
增持
PFFD
GLOBAL X FDS
+$737.0K
182,116
+19%
增持
SOXX
ISHARES TR
+$733.0K
1,826
+214%
建仓
UOCT
INNOVATOR ETFS TR
+$706.0K
24,765
增持
BIV
VANGUARD BD INDEX FDS
+$679.0K
61,299
+17%
减持
IAU
ISHARES GOLD TR
-$678.0K
76,905
-23%
减持
MTUM
ISHARES TR
-$640.0K
21,180
-17%
建仓
XLRE
SELECT SECTOR SPDR TR
+$629.0K
12,136
增持
CMBS
ISHARES TR
+$558.0K
75,005
+19%
增持
FBND
FIDELITY MERRIMACK STR TR
+$535.0K
20,837
+94%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$522.0K
0
-100%
增持
USEP
INNOVATOR ETFS TR
+$515.0K
62,098
+36%
减持
DGRO
ISHARES TR
-$506.0K
78,687
-19%
增持
VBK
VANGUARD INDEX FDS
+$485.0K
16,188
+11%
增持
ONEV
SPDR SER TR
+$480.0K
8,540
+78%
增持
—
VICTORY PORTFOLIOS II
+$470.0K
14,234
+94%
增持
MSFT
MICROSOFT CORP
+$442.0K
6,134
+7%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$409.0K
25,420
+9%
增持
STIP
ISHARES TR
+$409.0K
12,452
+45%
减持
USIG
ISHARES TR
-$356.0K
11,231
-34%
减持
BLOK
AMPLIFY ETF TR
-$344.0K
7,076
-50%
增持
—
NATIXIS ETF TR
+$338.0K
28,871
+91%
清仓
BA
BOEING CO
-$333.0K
0
-100%
减持
ENPH
ENPHASE ENERGY INC
+$328.0K
10,320
-1%
增持
ILTB
ISHARES TR
+$324.0K
9,667
+86%
清仓
T
AT&T INC
-$317.0K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$315.0K
3,892
-49%
清仓
HYG
ISHARES TR
-$308.0K
0
-100%
清仓
NFLX
NETFLIX INC
-$305.0K
0
-100%
建仓
MUB
ISHARES TR
+$297.0K
2,552
减持
FCOM
FIDELITY COVINGTON TRUST
-$281.0K
4,434
-53%
清仓
SDY
SPDR SER TR
-$278.0K
0
-100%
建仓
QCOM
QUALCOMM INC
+$276.0K
1,506
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$261.0K
2,497
清仓
VCR
VANGUARD WORLD FDS
-$258.0K
0
-100%
建仓
UNP
UNION PAC CORP
+$257.0K
1,018
增持
TSLA
TESLA INC
+$257.0K
874
+2%
建仓
KRBN
KRANESHARES TR
+$253.0K
4,969
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$251.0K
13,702
-30%
增持
NTSE
WISDOMTREE TR
+$249.0K
14,682
+88%
清仓
LQD
ISHARES TR
-$233.0K
0
-100%
建仓
INFL
LISTED FD TR
+$232.0K
7,444
建仓
QYLD
GLOBAL X FDS
+$230.0K
10,350
减持
ARKG
ARK ETF TR
-$228.0K
5,047
-30%
建仓
UPS
UNITED PARCEL SERVICE INC
+$225.0K
1,046
清仓
PYPL
PAYPAL HLDGS INC
-$223.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$221.0K
0
-100%
清仓
JNK
SPDR SER TR
-$220.0K
0
-100%
建仓
ITW
ILLINOIS TOOL WKS INC
+$216.0K
870
建仓
TDF
TEMPLETON DRAGON FD INC
+$214.0K
12,601
建仓
ROM
PROSHARES TR
+$214.0K
1,680
建仓
COST
COSTCO WHSL CORP NEW
+$213.0K
375
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$212.0K
7,883
-34%
减持
V
VISA INC
-$211.0K
4,955
-14%
建仓
DTE
DTE ENERGY CO
+$211.0K
1,763
清仓
AMGN
AMGEN INC
-$208.0K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$205.0K
0
-100%
建仓
PNC
PNC FINL SVCS GROUP INC
+$204.0K
1,013
减持
ARKK
ARK ETF TR
-$203.0K
5,451
-16%
建仓
PAYX
PAYCHEX INC
+$202.0K
1,481
建仓
LPLA
LPL FINL HLDGS INC
+$200.0K
1,251
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$188.0K
10,656
-26%
增持
TIP
ISHARES TR
+$187.0K
6,734
+26%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$173.0K
2,513
-42%
减持
GLD
SPDR GOLD TR
-$170.0K
2,143
-34%
减持
WCLD
WISDOMTREE TR
-$165.0K
7,837
-21%
减持
WTMF
WISDOMTREE TR
-$163.0K
17,211
-9%
增持
AVGO
BROADCOM INC
+$151.0K
778
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$144.0K
3,507
-1%
增持
PFE
PFIZER INC
+$138.0K
6,642
+13%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$132.0K
21,799
-9%
减持
HD
HOME DEPOT INC
+$125.0K
1,440
-0%
增持
PG
PROCTER AND GAMBLE CO
+$116.0K
4,622
+1%
增持
TER
TERADYNE INC
+$110.0K
2,012
+0%
减持
IVOL
KRANESHARES TR
-$109.0K
16,693
-16%
减持
CVX
CHEVRON CORP NEW
+$108.0K
7,054
-1%
增持
IGSB
ISHARES TR
+$106.0K
33,143
+8%
减持
FLNA
CASSAVA SCIENCES INC
-$105.0K
4,821
-5%
增持
ARKQ
ARK ETF TR
+$103.0K
4,644
+42%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$103.0K
1,701
+14%
减持
NVDA
NVIDIA CORPORATION
+$90.0K
1,456
-11%
减持
VZ
VERIZON COMMUNICATIONS INC
-$90.0K
11,056
-10%
增持
DIS
DISNEY WALT CO
+$89.0K
2,875
+37%
增持
LLY
LILLY ELI & CO
+$88.0K
1,669
+3%
减持
POOL
POOL CORP
+$85.0K
652
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$84.0K
624
+6%
增持
GOOGL
ALPHABET INC
+$82.0K
245
+4%
增持
AMZN
AMAZON COM INC
+$81.0K
524
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$80.0K
3,459
-21%
增持
ABBV
ABBVIE INC
+$74.0K
2,610
+1%
减持
AGZ
ISHARES TR
-$74.0K
2,227
-21%
减持
COPX
GLOBAL X FDS
-$73.0K
15,619
-18%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$71.0K
16,122
+1%
减持
PLD
PROLOGIS INC.
+$69.0K
1,710
-3%
增持
INMB
INMUNE BIO INC
-$66.0K
17,955
+40%
减持
LOW
LOWES COS INC
+$66.0K
1,281
-2%
减持
VB
VANGUARD INDEX FDS
-$64.0K
2,888
-12%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$61.0K
1,880
+14%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$55.0K
1,455
-3%
增持
BAC
BK OF AMERICA CORP
+$55.0K
9,692
+9%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$53.0K
18,392
+24%
增持
GCC
WISDOMTREE TR
+$53.0K
44,861
+14%
减持
NEE
NEXTERA ENERGY INC
+$52.0K
4,913
-5%
减持
CMCSA
COMCAST CORP NEW
-$52.0K
8,300
-1%
减持
CRL
CHARLES RIV LABS INTL INC
-$52.0K
915
-5%
增持
MRSH
MARSH & MCLENNAN COS INC
+$52.0K
1,719
+5%
减持
JPM
JPMORGAN CHASE & CO
-$50.0K
3,962
-4%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$50.0K
664
-1%
减持
ABT
ABBOTT LABS
+$47.0K
2,211
-1%
减持
UJUL
INNOVATOR ETFS TR
+$47.0K
89,947
-1%
增持
—
MEDTRONIC PLC
-$46.0K
2,350
+2%
增持
MDLZ
MONDELEZ INTL INC
+$46.0K
3,725
+8%
减持
META
META PLATFORMS INC
-$45.0K
2,084
-5%
减持
THO
THOR INDS INC
-$41.0K
2,043
-1%
