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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 141 项
建仓 7
增持 6
减持 84
清仓 44
方向
标的
Δ市值
现股数(环比)
减持
SCHD
SCHWAB STRATEGIC TR
-$16.2M
18,825
-92%
减持
DGRO
ISHARES TR
-$16.1M
49,610
-87%
减持
AGG
ISHARES TR
-$9.6M
103,904
-49%
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
RWJ
INVESCO EXCH TRADED FD TR II
-$7.3M
13,252
-84%
减持
UDEC
INNOVATOR ETFS TR
-$6.0M
8,032
-96%
减持
BIV
VANGUARD BD INDEX FDS
-$5.1M
21,008
-77%
减持
VBK
VANGUARD INDEX FDS
-$4.5M
1,696
-93%
减持
XSOE
WISDOMTREE TR
-$4.3M
87,716
-66%
减持
PKW
INVESCO EXCHANGE TRADED FD T
-$4.1M
4,022
-92%
减持
QQQ
INVESCO QQQ TR
-$4.0M
3,774
-81%
清仓
IQLT
ISHARES TR
-$3.9M
0
-100%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$3.8M
43,845
-54%
减持
IMCG
ISHARES TR
-$3.8M
8,649
-89%
减持
HYEM
VANECK ETF TRUST
-$3.6M
57,384
-78%
减持
SYLD
CAMBRIA ETF TR
-$3.5M
16,318
-78%
减持
DBMF
LITMAN GREGORY FDS TR
-$3.3M
36,186
-75%
减持
IGSB
ISHARES TR
-$3.3M
5,178
-93%
清仓
HYDB
ISHARES TR
-$3.2M
0
-100%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$3.1M
51,236
-51%
清仓
XLV
SELECT SECTOR SPDR TR
-$2.9M
0
-100%
减持
IAU
ISHARES GOLD TR
-$2.9M
43,229
-67%
清仓
IYK
ISHARES TR
-$2.7M
0
-100%
减持
SJNK
SPDR SER TR
-$2.7M
9,719
-92%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.6M
189,747
+87%
减持
HDV
ISHARES TR
-$2.5M
99,868
-18%
减持
AAPL
APPLE INC
+$2.3M
72,867
-2%
减持
FYLD
CAMBRIA ETF TR
-$2.3M
39,988
-70%
减持
GUNR
FLEXSHARES TR
-$2.2M
43,466
-54%
减持
IWF
ISHARES TR
-$2.1M
9,326
-54%
建仓
RWK
INVESCO EXCH TRADED FD TR II
+$2.1M
22,795
减持
EDV
VANGUARD WORLD FD
-$2.1M
55,571
-35%
减持
CDC
VICTORY PORTFOLIOS II
-$1.6M
37,826
-39%
减持
MTUM
ISHARES TR
-$1.6M
2,018
-84%
减持
MOAT
VANECK ETF TRUST
-$1.5M
33,765
-46%
减持
XLE
SELECT SECTOR SPDR TR
-$1.5M
4,900
-78%
减持
VOO
VANGUARD INDEX FDS
-$1.5M
8,876
-35%
清仓
VBR
VANGUARD INDEX FDS
-$1.4M
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$1.4M
4,499
-82%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$1.4M
5,731
-84%
减持
NTSX
WISDOMTREE TR
-$1.3M
47,859
-49%
清仓
XSVM
INVESCO EXCHANGE TRADED FD T
-$1.3M
0
-100%
减持
KMLM
KRANESHARES TR
-$1.2M
8,184
-83%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$1.2M
0
-100%
清仓
ONEV
SPDR SER TR
-$1.2M
0
-100%
减持
RODM
LATTICE STRATEGIES TR
-$1.2M
40,687
-55%
减持
TLT
ISHARES TR
-$1.2M
13,669
-48%
减持
LTPZ
PIMCO ETF TR
-$1.1M
62,517
-27%
减持
—
NATIXIS ETF TR
-$1.1M
35,181
-58%
减持
CMBS
ISHARES TR
-$1.1M
66,208
-27%
清仓
GQRE
FLEXSHARES TR
-$1.1M
0
-100%
减持
IWM
ISHARES TR
-$996.5K
2,719
-68%
减持
TIP
ISHARES TR
-$985.0K
5,141
-65%
减持
INDS
PACER FDS TR
-$952.9K
7,966
-77%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$950.4K
101,037
+18%
减持
USFR
WISDOMTREE TR
-$924.1K
32,779
-37%
减持
GLD
SPDR GOLD TR
-$880.0K
2,381
-69%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$800.6K
9,243
-52%
清仓
—
VICTORY PORTFOLIOS II
-$797.3K
0
-100%
清仓
OMFL
INVESCO EXCH TRD SLF IDX FD
-$796.2K
0
-100%
清仓
GCC
WISDOMTREE TR
-$766.3K
0
-100%
减持
NTSI
WISDOMTREE TR
-$760.6K
12,756
-66%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$735.8K
0
-100%
清仓
ILTB
ISHARES TR
-$728.6K
0
-100%
减持
IVV
ISHARES TR
-$695.7K
27,167
-12%
清仓
GDMN
WISDOMTREE TR
-$690.4K
0
-100%
减持
ZROZ
PIMCO ETF TR
-$606.6K
14,118
-37%
减持
IEF
ISHARES TR
-$575.7K
3,991
-61%
清仓
EYLD
CAMBRIA ETF TR
-$570.8K
0
-100%
减持
TRTY
CAMBRIA ETF TR
-$558.9K
66,181
-24%
减持
STIP
ISHARES TR
-$526.6K
14,382
-29%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$524.2K
0
-100%
建仓
LQD
ISHARES TR
+$495.6K
4,522
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$493.0K
6,183
减持
SPY
SPDR S&P 500 ETF TR
-$489.6K
1,949
-42%
清仓
PFE
PFIZER INC
-$460.9K
0
-100%
增持
ENPH
ENPHASE ENERGY INC
-$446.0K
11,340
+6%
清仓
PRF
INVESCO EXCHANGE TRADED FD T
-$426.1K
0
-100%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$404.2K
17,530
减持
CVX
CHEVRON CORP NEW
-$380.8K
2,872
-49%
清仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$357.8K
0
-100%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$354.7K
0
-100%
清仓
COPX
GLOBAL X FDS
-$352.2K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$343.9K
54,912
-11%
建仓
PFFD
GLOBAL X FDS
+$340.0K
17,121
清仓
LLY
LILLY ELI & CO
-$315.9K
0
-100%
减持
TIPX
SPDR SER TR
-$315.3K
15,821
-53%
增持
VO
VANGUARD INDEX FDS
+$303.1K
4,348
+44%
清仓
IWY
ISHARES TR
-$293.5K
0
-100%
清仓
USEP
INNOVATOR ETFS TR
-$290.2K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$287.2K
4,395
-25%
减持
IVW
ISHARES TR
-$286.3K
9,235
-38%
减持
SHV
ISHARES TR
-$268.7K
19,266
-13%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$266.3K
0
-100%
减持
V
VISA INC
-$263.4K
2,712
-36%
建仓
NVDA
NVIDIA CORPORATION
+$263.0K
797
清仓
UJUN
INNOVATOR ETFS TR
-$261.4K
0
-100%
清仓
WTMF
WISDOMTREE TR
-$253.2K
0
-100%
清仓
MLPX
GLOBAL X FDS
-$252.6K
0
-100%
清仓
BCD
ABRDN ETFS
-$250.1K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$238.7K
0
-100%
减持
GBIL
GOLDMAN SACHS ETF TR
-$232.1K
5,223
-31%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$223.6K
0
-100%
清仓
PULS
PGIM ETF TR
-$222.3K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$221.6K
0
-100%
清仓
NTSE
WISDOMTREE TR
-$220.9K
0
-100%
清仓
UNP
UNION PAC CORP
-$217.8K
0
-100%
清仓
UAPR
INNOVATOR ETFS TR
-$216.6K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$214.7K
4,111
-31%
清仓
SPDW
SPDR INDEX SHS FDS
-$212.7K
0
-100%
清仓
DTE
DTE ENERGY CO
-$208.5K
0
-100%
清仓
AVGO
BROADCOM INC
-$205.1K
0
-100%
清仓
PEP
PEPSICO INC
-$202.3K
0
-100%
建仓
MUST
COLUMBIA ETF TR I
+$201.7K
9,780
减持
—
EXXON MOBIL CORP
-$192.6K
5,383
-24%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$187.5K
7,265
-37%
减持
DFSV
DIMENSIONAL ETF TRUST
-$163.3K
8,522
-44%
清仓
INMB
INMUNE BIO INC
-$156.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$139.6K
1,923
+8%
减持
TCBK
TRICO BANCSHARES
-$129.9K
9,475
-8%
减持
USMV
ISHARES TR
-$110.1K
3,670
-30%
减持
MSFT
MICROSOFT CORP
+$101.0K
7,615
-13%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$97.4K
5,350
-34%
减持
HD
HOME DEPOT INC
-$79.1K
300
-70%
增持
DSTL
ETF SER SOLUTIONS
+$69.7K
16,649
+5%
减持
TSLA
TESLA INC
+$69.7K
1,920
-28%
减持
GOOG
ALPHABET INC
-$67.3K
2,140
-49%
减持
IJR
ISHARES TR
-$61.1K
2,579
-21%
减持
MLPA
GLOBAL X FDS
-$55.4K
4,965
-22%
减持
MUNI
PIMCO ETF TR
-$55.0K
173,008
-2%
减持
GOOGL
ALPHABET INC
-$52.8K
1,700
-52%
减持
RPAR
TIDAL ETF TR
+$50.1K
77,617
-1%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$47.4K
11,386
-13%
减持
IWR
ISHARES TR
-$44.3K
5,750
-13%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$39.4K
8,571
-11%
减持
SHY
ISHARES TR
-$37.6K
4,644
-10%
清仓
—
FUELCELL ENERGY INC
-$32.6K
0
-100%
减持
DIS
DISNEY WALT CO
-$32.4K
1,985
-44%
清仓
—
TFF PHARMACEUTICALS INC
-$30.0K
0
-100%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$27.3K
7,102
-8%
减持
AMZN
AMAZON COM INC
+$25.6K
9,540
-26%
减持
GSST
GOLDMAN SACHS ETF TR
-$18.0K
91,715
-1%
