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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 21
增持 39
减持 44
清仓 46
方向
标的
Δ市值
现股数(环比)
增持
DGRO
ISHARES TR
+$10.3M
299,195
+303%
建仓
HDV
ISHARES TR
+$8.6M
85,440
增持
DBMF
LITMAN GREGORY FDS TR
+$5.9M
189,813
+2528%
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
CDC
VICTORY PORTFOLIOS II
+$4.7M
153,748
+101%
建仓
KMLM
KRANESHARES TR
+$4.6M
132,910
增持
AAPL
APPLE INC
+$4.4M
73,317
+127%
减持
PFFD
GLOBAL X FDS
-$3.2M
57,243
-69%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$3.1M
44,154
减持
NTSX
WISDOMTREE TR
-$2.5M
144,308
-20%
增持
EDV
VANGUARD WORLD FD
+$2.4M
87,992
+67%
减持
MOAT
VANECK ETF TRUST
-$2.0M
71,236
-18%
减持
IWY
ISHARES TR
-$1.8M
2,091
-84%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.7M
29,932
+271%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$1.7M
75,734
+63%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.7M
49,731
-24%
增持
STIP
ISHARES TR
+$1.6M
27,703
+147%
减持
VOO
VANGUARD INDEX FDS
-$1.6M
15,838
-8%
建仓
XLV
SELECT SECTOR SPDR TR
+$1.6M
12,251
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$1.5M
36,761
+360%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.5M
167,764
-10%
减持
BIV
VANGUARD BD INDEX FDS
-$1.3M
47,376
-22%
增持
TLT
ISHARES TR
+$1.3M
16,863
+259%
增持
IMCG
ISHARES TR
+$1.3M
76,876
+81%
增持
BCD
ABRDN ETFS
+$1.3M
85,498
+78%
增持
—
NATIXIS ETF TR
+$1.2M
85,793
+148%
清仓
RSPF
INVESCO EXCHANGE TRADED FD T
-$1.2M
0
-100%
建仓
ZROZ
PIMCO ETF TR
+$1.2M
10,995
减持
BND
VANGUARD BD INDEX FDS
-$1.2M
29,689
-31%
减持
HYDB
ISHARES TR
-$1.2M
40,579
-32%
减持
VBK
VANGUARD INDEX FDS
-$1.1M
14,885
-9%
增持
QQQ
INVESCO QQQ TR
-$1.1M
19,217
+8%
增持
GUNR
FLEXSHARES TR
+$1.1M
70,842
+91%
清仓
PSCH
INVESCO EXCH TRADED FD TR II
-$995.0K
0
-100%
减持
CMBS
ISHARES TR
-$973.0K
50,544
-26%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$934.0K
35,982
-29%
减持
GHYB
GOLDMAN SACHS ETF TR
-$934.0K
18,607
-49%
减持
XSOE
WISDOMTREE TR
-$892.0K
156,213
-5%
减持
AGG
ISHARES TR
-$868.0K
69,750
-6%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$816.0K
52,381
+4%
增持
LTPZ
PIMCO ETF TR
+$780.0K
33,462
+97%
清仓
JVAL
J P MORGAN EXCHANGE-TRADED F
-$760.0K
0
-100%
增持
TRTY
CAMBRIA ETF TR
+$733.0K
44,020
+209%
减持
MTUM
ISHARES TR
-$717.0K
16,106
-7%
增持
JNJ
JOHNSON & JOHNSON
+$673.0K
6,519
+139%
减持
DFAI
DIMENSIONAL ETF TRUST
-$672.0K
97,431
-9%
减持
INDS
PACER FDS TR
-$627.0K
37,094
-12%
减持
RODM
LATTICE STRATEGIES TR
-$611.0K
108,622
-5%
建仓
—
SHOCKWAVE MED INC
+$574.0K
3,000
建仓
IEF
ISHARES TR
+$554.0K
5,417
增持
MSFT
MICROSOFT CORP
+$531.0K
8,522
+59%
减持
SJNK
SPDR SER TR
-$527.0K
118,503
-8%
增持
IAU
ISHARES GOLD TR
+$526.0K
116,662
+24%
建仓
TCBK
TRICO BANCSHARES
+$482.0K
10,569
建仓
UJUN
INNOVATOR ETFS TR
+$467.0K
17,565
减持
TIPX
SPDR SER TR
-$427.0K
304,538
-1%
增持
UAPR
INNOVATOR ETFS TR
+$422.0K
41,840
+83%
建仓
MMM
3M CO
+$403.0K
3,110
减持
IWM
ISHARES TR
-$400.0K
8,716
-5%
增持
COST
COSTCO WHSL CORP NEW
+$400.0K
1,307
+232%
建仓
SHV
ISHARES TR
+$399.0K
3,622
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$398.0K
8,248
减持
GQRE
FLEXSHARES TR
-$397.0K
21,990
-6%
建仓
USFR
WISDOMTREE TR
+$385.0K
7,656
增持
TIP
ISHARES TR
+$380.0K
10,659
+59%
增持
PG
PROCTER AND GAMBLE CO
+$370.0K
7,455
+62%
清仓
IHI
ISHARES TR
-$367.0K
0
-100%
增持
FYLD
CAMBRIA ETF TR
-$350.0K
122,059
+5%
增持
SYLD
CAMBRIA ETF TR
-$347.0K
50,425
+4%
减持
UJUL
INNOVATOR ETFS TR
-$332.0K
78,428
-7%
减持
USIG
ISHARES TR
-$330.0K
4,006
-59%
增持
TSLA
TESLA INC
-$312.0K
862
+4%
清仓
IJH
ISHARES TR
-$311.0K
0
-100%
增持
NTSI
WISDOMTREE TR
-$308.0K
60,207
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$308.0K
15,967
+62%
减持
VBR
VANGUARD INDEX FDS
-$305.0K
11,316
-0%
清仓
IWR
ISHARES TR
-$302.0K
0
-100%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$296.0K
7,625
减持
IVW
ISHARES TR
-$295.0K
17,802
-1%
增持
RPAR
TIDAL ETF TR
+$293.0K
48,607
+75%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$292.0K
0
-100%
建仓
SHY
ISHARES TR
+$276.0K
3,336
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$269.0K
0
-100%
清仓
ARKK
ARK ETF TR
-$268.0K
0
-100%
减持
UJAN
INNOVATOR ETFS TR
-$267.0K
19,690
-27%
增持
IWF
ISHARES TR
-$266.0K
28,929
+22%
清仓
PLD
PROLOGIS INC.
-$266.0K
0
-100%
清仓
CSCO
CISCO SYS INC
-$261.0K
0
-100%
清仓
WRB
BERKLEY W R CORP
-$257.0K
0
-100%
清仓
POOL
POOL CORP
-$256.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$251.0K
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$249.0K
0
-100%
清仓
BLOK
AMPLIFY ETF TR
-$247.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$244.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$243.0K
6,973
+63%
清仓
CDW
CDW CORP
-$242.0K
0
-100%
清仓
CRL
CHARLES RIV LABS INTL INC
-$240.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$239.0K
1,419
-15%
清仓
LMT
LOCKHEED MARTIN CORP
-$239.0K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$239.0K
0
-100%
清仓
HYG
ISHARES TR
-$238.0K
0
-100%
清仓
VHT
VANGUARD WORLD FDS
-$238.0K
0
-100%
清仓
IVOL
KRANESHARES TR
-$237.0K
0
-100%
建仓
BAPR
INNOVATOR ETFS TR
+$234.0K
7,829
清仓
LOW
LOWES COS INC
-$234.0K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$233.0K
0
-100%
减持
USEP
INNOVATOR ETFS TR
-$229.0K
54,749
-7%
建仓
DVY
ISHARES TR
+$228.0K
1,935
清仓
—
COOPER COS INC
-$226.0K
0
-100%
清仓
—
EATON CORP PLC
-$226.0K
0
-100%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$223.0K
15,052
-19%
建仓
SRE
SEMPRA
+$222.0K
1,480
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$221.0K
0
-100%
清仓
QYLD
GLOBAL X FDS
-$221.0K
0
-100%
减持
COPX
GLOBAL X FDS
-$220.0K
13,942
-1%
清仓
SBUX
STARBUCKS CORP
-$219.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$218.0K
0
-100%
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$216.0K
0
-100%
清仓
LPLA
LPL FINL HLDGS INC
-$216.0K
0
-100%
减持
USMV
ISHARES TR
-$215.0K
6,098
-26%
清仓
NDSN
NORDSON CORP
-$213.0K
0
-100%
清仓
CPRT
COPART INC
-$213.0K
0
-100%
建仓
KO
COCA COLA CO
+$211.0K
3,355
清仓
QCOM
QUALCOMM INC
-$211.0K
0
-100%
清仓
TER
TERADYNE INC
-$211.0K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$210.0K
0
-100%
清仓
CCI
CROWN CASTLE INTL CORP NEW
-$210.0K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$208.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
-$208.0K
3,210
+2%
建仓
PAPR
INNOVATOR ETFS TR
+$206.0K
7,614
增持
GDMN
WISDOMTREE TR
+$205.0K
18,524
+184%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$204.0K
20,337
-4%
清仓
BSV
VANGUARD BD INDEX FDS
-$203.0K
0
-100%
清仓
USB
US BANCORP DEL
-$203.0K
0
-100%
清仓
XMVM
INVESCO EXCHANGE TRADED FD T
-$203.0K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$203.0K
0
-100%
建仓
UMAY
INNOVATOR ETFS TR
+$202.0K
7,776
减持
JPM
JPMORGAN CHASE & CO
-$202.0K
2,405
-31%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$190.0K
0
-100%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$189.0K
15,140
-7%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$186.0K
10,368
+139%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
-$185.0K
30,447
+7%
减持
XLRE
SELECT SECTOR SPDR TR
-$177.0K
6,576
-29%
减持
VB
VANGUARD INDEX FDS
-$176.0K
2,593
-13%
减持
—
VICTORY PORTFOLIOS II
-$173.0K
14,968
-10%
增持
SOXX
ISHARES TR
-$153.0K
2,358
+14%
减持
ELS
EQUITY LIFESTYLE PPTYS INC
-$140.0K
5,949
-19%
减持
AVGO
BROADCOM INC
-$135.0K
680
-8%
减持
TXN
TEXAS INSTRS INC
-$122.0K
1,329
-25%
增持
PFE
PFIZER INC
+$119.0K
8,647
+34%
减持
HD
HOME DEPOT INC
-$117.0K
977
-24%
