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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 18
增持 35
减持 79
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
EDV
VANGUARD WORLD FD
+$6.4M
52,538
减持
NTSX
WISDOMTREE TR
-$3.5M
180,818
-26%
增持
CDC
VICTORY PORTFOLIOS II
+$3.0M
76,338
+117%
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
OMFL
INVESCO EXCH TRD SLF IDX FD
-$3.0M
50,754
-52%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$2.6M
186,228
-14%
减持
BND
VANGUARD BD INDEX FDS
-$2.3M
42,779
-36%
建仓
BCD
ABRDN ETFS
+$1.8M
48,006
建仓
GUNR
FLEXSHARES TR
+$1.7M
37,178
减持
MOAT
VANECK ETF TRUST
-$1.7M
87,159
-19%
减持
JVAL
J P MORGAN EXCHANGE-TRADED F
-$1.5M
20,549
-65%
建仓
LTPZ
PIMCO ETF TR
+$1.4M
16,985
减持
VOO
VANGUARD INDEX FDS
-$1.4M
17,157
-12%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$1.2M
46,591
+48%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$1.1M
33,303
+213%
减持
XSOE
WISDOMTREE TR
-$1.0M
164,512
-5%
减持
MTUM
ISHARES TR
-$939.0K
17,306
-18%
减持
RODM
LATTICE STRATEGIES TR
-$921.0K
113,831
-19%
增持
IAU
ISHARES GOLD TR
+$800.0K
94,404
+23%
增持
IVV
ISHARES TR
+$768.0K
28,138
+12%
增持
FYLD
CAMBRIA ETF TR
+$735.0K
116,091
+29%
增持
IMCG
ISHARES TR
+$698.0K
42,472
+53%
建仓
RPAR
TIDAL ETF TR
+$656.0K
27,708
建仓
TLT
ISHARES TR
+$620.0K
4,695
增持
INDS
PACER FDS TR
+$608.0K
42,145
+54%
减持
IWM
ISHARES TR
-$577.0K
9,134
-17%
减持
CMBS
ISHARES TR
-$573.0K
68,308
-9%
建仓
ELS
EQUITY LIFESTYLE PPTYS INC
+$559.0K
7,314
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$552.0K
65,447
-2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$548.0K
8,074
+221%
增持
IWF
ISHARES TR
+$531.0K
23,744
+20%
增持
VBK
VANGUARD INDEX FDS
-$501.0K
16,366
+1%
减持
GHYB
GOLDMAN SACHS ETF TR
-$476.0K
36,231
-18%
增持
UJAN
INNOVATOR ETFS TR
+$474.0K
27,156
+134%
增持
AGG
ISHARES TR
-$453.0K
74,322
+1%
减持
IAGG
ISHARES TR
-$420.0K
5,106
-59%
减持
DGRO
ISHARES TR
-$409.0K
74,221
-6%
清仓
WCLD
WISDOMTREE TR
-$406.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$406.0K
5,376
-12%
增持
TIPX
SPDR SER TR
+$394.0K
307,200
+9%
建仓
TRTY
CAMBRIA ETF TR
+$392.0K
14,224
增持
GLD
SPDR GOLD TR
+$389.0K
4,179
+95%
减持
BIV
VANGUARD BD INDEX FDS
-$369.0K
61,071
-0%
减持
VO
VANGUARD INDEX FDS
-$369.0K
5,904
-15%
清仓
ARKQ
ARK ETF TR
-$358.0K
0
-100%
减持
IGSB
ISHARES TR
-$355.0K
27,659
-17%
减持
META
META PLATFORMS INC
-$346.0K
1,598
-23%
建仓
EYLD
CAMBRIA ETF TR
+$334.0K
10,567
建仓
DNL
WISDOMTREE TR
+$333.0K
8,382
增持
PFFD
GLOBAL X FDS
-$320.0K
186,020
+2%
清仓
MSCI
MSCI INC
-$313.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
-$311.0K
17,830
+5%
清仓
ARKG
ARK ETF TR
-$309.0K
0
-100%
建仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$308.0K
17,443
减持
SJNK
SPDR SER TR
-$304.0K
129,009
-5%
增持
SYLD
CAMBRIA ETF TR
+$280.0K
48,381
+11%
清仓
EFX
EQUIFAX INC
-$263.0K
0
-100%
清仓
AGZ
ISHARES TR
-$261.0K
0
-100%
减持
DFAI
DIMENSIONAL ETF TRUST
-$259.0K
107,390
-3%
增持
RSPF
INVESCO EXCHANGE TRADED FD T
+$253.0K
18,867
+28%
减持
ARKK
ARK ETF TR
-$248.0K
4,038
-26%
减持
SPY
SPDR S&P 500 ETF TR
-$247.0K
3,143
-10%
建仓
LMT
LOCKHEED MARTIN CORP
+$239.0K
537
建仓
HYG
ISHARES TR
+$238.0K
2,894
清仓
INFL
LISTED FD TR
-$232.0K
0
-100%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$231.0K
4,345
增持
GCC
WISDOMTREE TR
+$231.0K
46,133
+3%
清仓
FCOM
FIDELITY COVINGTON TRUST
-$228.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$227.0K
6,474
-8%
减持
NTSI
WISDOMTREE TR
-$227.0K
58,946
-1%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$227.0K
50,205
+3%
清仓
CRM
SALESFORCE COM INC
-$223.0K
0
-100%
增持
HYDB
ISHARES TR
+$222.0K
59,966
+14%
清仓
AMT
AMERICAN TOWER CORP NEW
-$221.0K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$216.0K
0
-100%
建仓
GDMN
WISDOMTREE TR
+$215.0K
6,521
清仓
TDF
TEMPLETON DRAGON FD INC
-$214.0K
0
-100%
清仓
ROM
PROSHARES TR
-$214.0K
0
-100%
减持
HD
HOME DEPOT INC
-$213.0K
1,286
-11%
清仓
THO
THOR INDS INC
-$212.0K
0
-100%
减持
IVOL
KRANESHARES TR
-$211.0K
9,234
-45%
清仓
FLNA
CASSAVA SCIENCES INC
-$211.0K
0
-100%
建仓
DBMF
LITMAN GREGORY FDS TR
+$207.0K
7,224
清仓
TFC
TRUIST FINL CORP
-$206.0K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$204.0K
0
-100%
清仓
PAYX
PAYCHEX INC
-$202.0K
0
-100%
减持
IHI
ISHARES TR
-$201.0K
6,011
-30%
减持
IVW
ISHARES TR
-$185.0K
17,929
-3%
减持
XLRE
SELECT SECTOR SPDR TR
-$183.0K
9,234
-24%
减持
UJUL
INNOVATOR ETFS TR
-$171.0K
84,266
-6%
减持
AMZN
AMAZON COM INC
-$169.0K
484
-8%
增持
PSCH
INVESCO EXCH TRADED FD TR II
+$158.0K
6,181
+33%
减持
JPM
JPMORGAN CHASE & CO
-$155.0K
3,464
-13%
增持
FBND
FIDELITY MERRIMACK STR TR
+$150.0K
25,212
+21%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$147.0K
27,310
+7%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$146.0K
601
-9%
减持
STIP
ISHARES TR
-$144.0K
11,195
-10%
增持
IWY
ISHARES TR
+$140.0K
13,255
+17%
减持
USIG
ISHARES TR
-$137.0K
9,707
-14%
减持
AAPL
APPLE INC
-$133.0K
32,272
-1%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$132.0K
1,369
-6%
增持
—
EXXON MOBIL CORP
+$128.0K
4,282
+16%
增持
ONEV
SPDR SER TR
+$126.0K
10,033
+17%
增持
—
NATIXIS ETF TR
+$120.0K
34,588
+20%
减持
TER
TERADYNE INC
-$118.0K
1,785
-11%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$116.0K
21,179
-3%
减持
GOOGL
ALPHABET INC
-$115.0K
214
-13%
减持
POOL
POOL CORP
-$114.0K
603
-8%
减持
BSV
VANGUARD BD INDEX FDS
-$112.0K
2,599
-33%
减持
NTSE
WISDOMTREE TR
-$111.0K
13,283
-10%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$109.0K
4,219
-31%
减持
XSVM
INVESCO EXCHANGE TRADED FD T
-$107.0K
28,539
-7%
减持
CRL
CHARLES RIV LABS INTL INC
-$105.0K
845
-8%
减持
VBR
VANGUARD INDEX FDS
-$104.0K
11,364
-3%
减持
USEP
INNOVATOR ETFS TR
-$104.0K
59,178
-5%
减持
UAUG
INNOVATOR ETFS TR
-$101.0K
29,574
-10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$97.0K
1,717
+1%
减持
LOW
LOWES COS INC
-$97.0K
1,156
-10%
建仓
EQX
EQUINOX GOLD CORP
+$91.0K
11,003
减持
NEE
NEXTERA ENERGY INC
-$90.0K
4,356
-11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$89.0K
3,117
-10%
减持
SBUX
STARBUCKS CORP
-$89.0K
2,402
-8%
减持
SMG
SCOTTS MIRACLE-GRO CO
-$87.0K
1,752
-7%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$86.0K
13,996
-24%
增持
—
VICTORY PORTFOLIOS II
+$84.0K
16,660
+17%
减持
JNJ
JOHNSON & JOHNSON
-$81.0K
2,732
-17%
增持
KRBN
KRANESHARES TR
+$80.0K
7,143
+44%
减持
—
BLACKROCK INC
-$79.0K
377
-6%
减持
TXN
TEXAS INSTRS INC
-$78.0K
1,776
-17%
减持
CSCO
CISCO SYS INC
-$74.0K
4,680
-11%
减持
VZ
VERIZON COMMUNICATIONS INC
-$73.0K
9,851
-11%
减持
BAC
BK OF AMERICA CORP
-$72.0K
8,701
-10%
减持
XLE
SELECT SECTOR SPDR TR
+$70.0K
12,706
-22%
增持
GQRE
FLEXSHARES TR
-$69.0K
23,456
+1%
建仓
—
FUELCELL ENERGY INC
+$68.0K
11,720
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$68.0K
1,281
+42%
减持
CDW
CDW CORP
-$68.0K
1,349
-11%
减持
ABT
ABBOTT LABS
-$68.0K
2,058
-7%
减持
CMCSA
COMCAST CORP NEW
-$67.0K
7,504
-10%
增持
IWP
ISHARES TR
+$67.0K
3,100
+47%
减持
COPX
GLOBAL X FDS
+$67.0K
14,150
-9%
减持
QCOM
QUALCOMM INC
-$65.0K
1,375
-9%
减持
APD
AIR PRODS & CHEMS INC
-$63.0K
835
-7%
减持
ABBV
ABBVIE INC
+$61.0K
2,552
-2%
减持
CPRT
COPART INC
-$60.0K
1,699
-6%
减持
PFE
PFIZER INC
-$58.0K
6,455
-3%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$57.0K
13,230
-3%
减持
PG
PROCTER AND GAMBLE CO
-$55.0K
4,590
-1%
减持
AVGO
BROADCOM INC
-$53.0K
737
-5%
减持
GOOG
ALPHABET INC
-$53.0K
206
-5%
减持
SPDW
SPDR INDEX SHS FDS
-$51.0K
8,304
-10%
