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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 116 项建仓 18增持 36减持 16清仓 46

方向

标的

Δ市值

现股数(环比)

减持

IVV ISHARES TR

-$10.7M

1,036 -96%

清仓

HDV ISHARES TR

-$10.2M

0 -100%

减持

AGG ISHARES TR

-$10.1M

2,669 -97%

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

AAPL APPLE INC

-$9.9M

10,866 -85%

清仓

MUNI PIMCO ETF TR

-$9.0M

0 -100%

清仓

FTCS FIRST TR EXCHANGE-TRADED FD

-$7.4M

0 -100%

清仓

GSST GOLDMAN SACHS ETF TR

-$4.6M

0 -100%

清仓

VCIT VANGUARD SCOTTSDALE FDS

-$3.5M

0 -100%

增持

LTPZ PIMCO ETF TR

+$3.4M

120,212 +92%

增持

MOAT VANECK ETF TRUST

+$3.1M

70,301 +108%

增持

IAU ISHARES GOLD TR

+$3.1M

129,668 +200%

清仓

CMBS ISHARES TR

-$3.1M

0 -100%

增持

ZROZ PIMCO ETF TR

+$2.8M

44,745 +217%

增持

SYLD CAMBRIA ETF TR

+$2.6M

58,339 +258%

增持

FYLD CAMBRIA ETF TR

+$2.4M

141,865 +255%

增持

TLT ISHARES TR

+$2.3M

36,509 +167%

清仓

CDC VICTORY PORTFOLIOS II

-$2.3M

0 -100%

清仓

IWF ISHARES TR

-$2.3M

0 -100%

清仓

RWK INVESCO EXCH TRADED FD TR II

-$2.1M

0 -100%

减持

DFAI DIMENSIONAL ETF TRUST

-$2.1M

111,997 -41%

增持

BND VANGUARD BD INDEX FDS

+$1.9M

31,157 +593%

增持

VGIT VANGUARD SCOTTSDALE FDS

+$1.7M

81,563 +59%

清仓

BIV VANGUARD BD INDEX FDS

-$1.6M

0 -100%

减持

MSFT MICROSOFT CORP

-$1.6M

1,740 -77%

增持

NTSX WISDOMTREE TR

+$1.6M

87,608 +83%

增持

VOO VANGUARD INDEX FDS

+$1.6M

12,016 +35%

清仓

RWJ INVESCO EXCH TRADED FD TR II

-$1.5M

0 -100%

增持

MTUM ISHARES TR

+$1.3M

11,230 +456%

增持

GUNR FLEXSHARES TR

+$1.3M

78,335 +80%

清仓

QQQ INVESCO QQQ TR

-$1.2M

0 -100%

建仓

XSVM INVESCO EXCHANGE TRADED FD T

+$1.2M

25,606

建仓

VBR VANGUARD INDEX FDS

+$1.2M

7,008

增持

RPAR TIDAL ETF TR

+$1.1M

138,606 +79%

减持

SCHD SCHWAB STRATEGIC TR

-$1.1M

3,358 -82%

清仓

HYEM VANECK ETF TRUST

-$1.1M

0 -100%

增持

TRTY CAMBRIA ETF TR

+$1.1M

108,679 +64%

增持

RODM LATTICE STRATEGIES TR

+$1.0M

79,796 +96%

增持

IWM ISHARES TR

+$984.9K

7,844 +188%

清仓

VO VANGUARD INDEX FDS

-$917.2K

0 -100%

建仓

EYLD CAMBRIA ETF TR

+$852.4K

30,614

建仓

GDMN WISDOMTREE TR

+$851.7K

35,071

清仓

— NATIXIS ETF TR

-$835.6K

0 -100%

建仓

GQRE FLEXSHARES TR

+$788.6K

14,855

增持

VT VANGUARD INTL EQUITY INDEX F

+$768.3K

16,694 +81%

建仓

AVGE AMERICAN CENTY ETF TR

+$715.4K

11,921

清仓

PG PROCTER AND GAMBLE CO

-$685.6K

0 -100%

减持

DGRO ISHARES TR

-$665.2K

35,211 -29%

增持

DSTL ETF SER SOLUTIONS

+$624.2K

29,658 +78%

清仓

CVX CHEVRON CORP NEW

-$623.7K

0 -100%

增持

NTSI WISDOMTREE TR

+$604.1K

30,249 +137%

减持

SPY SPDR S&P 500 ETF TR

-$596.5K

455 -77%

清仓

— EXXON MOBIL CORP

-$590.3K

0 -100%

清仓

IVW ISHARES TR

-$590.1K

0 -100%

清仓

TIP ISHARES TR

-$566.8K

0 -100%

清仓

— SHOCKWAVE MED INC

-$563.8K

0 -100%

减持

COST COSTCO WHSL CORP NEW

-$556.5K

741 -61%

建仓

VEU VANGUARD INTL EQUITY INDEX F

+$554.8K

10,195

建仓

VTI VANGUARD INDEX FDS

+$554.3K

2,516

建仓

GCC WISDOMTREE TR

+$533.5K

31,276

减持

AMZN AMAZON COM INC

-$524.0K

4,490 -53%

减持

JNJ JOHNSON & JOHNSON

-$512.2K

1,396 -68%

清仓

IMCG ISHARES TR

-$497.9K

0 -100%

清仓

LQD ISHARES TR

-$495.6K

0 -100%

增持

DFSV DIMENSIONAL ETF TRUST

+$495.5K

27,547 +223%

清仓

VCLT VANGUARD SCOTTSDALE FDS

-$493.0K

0 -100%

增持

ENPH ENPHASE ENERGY INC

-$468.6K

11,440 +1%

清仓

GLD SPDR GOLD TR

-$436.2K

0 -100%

增持

BNDX VANGUARD CHARLOTTE FDS

+$418.6K

15,835 +118%

清仓

CGGO CAPITAL GROUP GBL GROWTH EQT

-$404.2K

0 -100%

清仓

IEF ISHARES TR

-$395.6K

0 -100%

清仓

TCBK TRICO BANCSHARES

-$394.1K

0 -100%

减持

DBMF LITMAN GREGORY FDS TR

-$389.5K

20,355 -44%

清仓

SHY ISHARES TR

-$381.6K

0 -100%

建仓

VXUS VANGUARD STAR FDS

+$379.0K

6,759

增持

JPST J P MORGAN EXCHANGE TRADED F

+$370.5K

62,499 +14%

清仓

VBK VANGUARD INDEX FDS

-$367.0K

0 -100%

增持

USFR WISDOMTREE TR

+$366.1K

40,824 +25%

增持

XSOE WISDOMTREE TR

+$361.6K

100,294 +14%

清仓

FVD FIRST TR VALUE LINE DIVID IN

-$344.2K

0 -100%

清仓

PKW INVESCO EXCHANGE TRADED FD T

-$342.2K

0 -100%

清仓

PFFD GLOBAL X FDS

-$340.0K

0 -100%

清仓

LMBS FIRST TR EXCHANGE-TRADED FD

-$340.0K

0 -100%

增持

SHV ISHARES TR

+$326.6K

22,593 +17%

清仓

INDS PACER FDS TR

-$322.6K

0 -100%

建仓

META META PLATFORMS INC

+$308.2K

1,074

建仓

COPX GLOBAL X FDS

+$303.6K

8,060

清仓

TIPX SPDR SER TR

-$301.1K

0 -100%

清仓

USMV ISHARES TR

-$267.0K

0 -100%

清仓

NVDA NVIDIA CORPORATION

-$263.0K

0 -100%

清仓

IGSB ISHARES TR

-$261.7K

0 -100%

清仓

IJR ISHARES TR

-$249.3K

0 -100%

建仓

CTA SIMPLIFY EXCHANGE TRADED FUN

+$242.9K

9,530

清仓

SJNK SPDR SER TR

-$241.4K

0 -100%

清仓

KMLM KRANESHARES TR

-$241.3K

0 -100%

清仓

HD HOME DEPOT INC

-$236.1K

0 -100%

清仓

UDEC INNOVATOR ETFS TR

-$229.0K

0 -100%

建仓

HFND TIDAL ETF TR

+$227.7K

11,040

建仓

WTMF WISDOMTREE TR

+$217.3K

6,210

增持

XLE SELECT SECTOR SPDR TR

+$213.5K

7,632 +56%

减持

EDV VANGUARD WORLD FD

-$211.6K

55,346 -0%

建仓

SPDW SPDR INDEX SHS FDS

+$208.7K

6,413

增持

GBIL GOLDMAN SACHS ETF TR

+$208.6K

7,312 +40%

清仓

MLPA GLOBAL X FDS

-$206.5K

0 -100%

清仓

MUST COLUMBIA ETF TR I

-$201.7K

0 -100%

增持

FMF FIRST TR EXCHANGE-TRADED FD

+$162.9K

9,036 +58%

增持

GOOG ALPHABET INC

+$162.3K

3,869 +81%

增持

GOOGL ALPHABET INC

+$161.8K

3,518 +107%

建仓

— OXFORD LANE CAP CORP

+$124.1K

25,647

增持

VEA VANGUARD TAX-MANAGED FDS

+$101.9K

7,440 +39%

减持

TSLA TESLA INC

-$68.0K

1,262 -34%

增持

DIS DISNEY WALT CO

-$65.2K

2,337 +18%

增持

V VISA INC

+$60.1K

2,828 +4%

增持

IWR ISHARES TR

+$54.2K

6,248 +9%

减持

STIP ISHARES TR

-$50.7K

14,101 -2%

减持

HTRB HARTFORD FDS EXCHANGE TRADED

-$32.4K

10,611 -7%

建仓

— FUELCELL ENERGY INC

+$25.3K

11,720