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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 34
增持 60
减持 47
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
COWZ
PACER FDS TR
+$12.5M
240,982
增持
IVV
ISHARES TR
+$12.0M
66,200
+45%
建仓
RECS
COLUMBIA ETF TR I
+$8.9M
320,019
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。
建仓
ROUS
LATTICE STRATEGIES TR
+$8.3M
188,894
减持
DFAI
DIMENSIONAL ETF TRUST
-$8.3M
145,430
-69%
减持
XSOE
WISDOMTREE TR
-$4.4M
114,901
-60%
增持
IWF
ISHARES TR
+$4.1M
41,246
+31%
增持
TLT
ISHARES TR
+$3.6M
120,986
+28%
清仓
GSST
GOLDMAN SACHS ETF TR
-$3.4M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$3.2M
26,100
+26%
减持
ZROZ
PIMCO ETF TR
-$3.0M
8,195
-84%
减持
CDC
VICTORY PORTFOLIOS II
-$2.3M
12,851
-76%
增持
SYLD
CAMBRIA ETF TR
+$2.1M
132,764
+20%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.0M
80,721
+37%
增持
TIP
ISHARES TR
+$1.9M
24,678
+220%
清仓
XLV
SELECT SECTOR SPDR TR
-$1.7M
0
-100%
增持
DVY
ISHARES TR
+$1.4M
33,549
+42%
建仓
SPYM
SPDR SER TR
+$1.3M
22,914
增持
MOAT
VANECK ETF TRUST
+$1.3M
84,129
+9%
减持
AAPL
APPLE INC
+$1.3M
78,816
-3%
建仓
SEMI
COLUMBIA ETF TR I
+$1.2M
55,765
增持
EDV
VANGUARD WORLD FD
+$1.2M
76,895
+7%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.2M
139,189
+3%
减持
BND
VANGUARD BD INDEX FDS
-$1.0M
21,629
-42%
减持
DBMF
LITMAN GREGORY FDS TR
-$996.6K
110,934
-17%
增持
AGG
ISHARES TR
+$966.0K
163,892
+1%
建仓
IUS
INVESCO EXCH TRD SLF IDX FD
+$960.7K
22,187
建仓
AMD
ADVANCED MICRO DEVICES INC
+$897.3K
6,087
增持
RPAR
TIDAL ETF TR
+$790.2K
177,290
+19%
增持
—
NATIXIS ETF TR
+$787.6K
112,199
+39%
清仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$749.3K
0
-100%
增持
IAU
ISHARES GOLD TR
+$737.5K
145,163
+3%
增持
LQD
ISHARES TR
+$693.0K
64,048
+2%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$683.5K
60,131
+4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$650.3K
117,109
+0%
减持
FBND
FIDELITY MERRIMACK STR TR
-$596.3K
11,003
-57%
增持
FYLD
CAMBRIA ETF TR
+$562.3K
165,103
+7%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$549.6K
36,965
+23%
减持
INDS
PACER FDS TR
-$547.5K
15,109
-55%
减持
GCOW
PACER FDS TR
+$514.3K
359,224
-1%
减持
MSFT
MICROSOFT CORP
+$508.9K
11,197
-4%
清仓
USEP
INNOVATOR ETFS TR
-$463.9K
0
-100%
增持
DFSV
DIMENSIONAL ETF TRUST
+$456.2K
45,738
+32%
减持
LTPZ
PIMCO ETF TR
+$446.7K
126,086
-1%
增持
VBK
VANGUARD INDEX FDS
+$433.1K
14,368
+2%
增持
NTSX
WISDOMTREE TR
+$429.3K
96,927
+0%
增持
TRTY
CAMBRIA ETF TR
+$428.5K
137,578
+11%
减持
ILTB
ISHARES TR
-$423.4K
4,390
-68%
增持
DGRO
ISHARES TR
+$421.4K
72,752
+3%
增持
EYLD
CAMBRIA ETF TR
+$380.6K
45,602
+25%
增持
BIV
VANGUARD BD INDEX FDS
+$374.7K
82,433
+1%
减持
RWK
INVESCO EXCH TRADED FD TR II
+$367.4K
60,419
-5%
减持
IMCG
ISHARES TR
+$359.9K
59,468
-2%
减持
RWJ
INVESCO EXCH TRADED FD TR II
+$351.3K
86,399
-3%
减持
VO
VANGUARD INDEX FDS
+$346.5K
17,971
-2%
减持
SHV
ISHARES TR
-$336.2K
18,573
-14%
减持
MUNI
PIMCO ETF TR
+$323.5K
170,305
-2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$322.4K
56,624
+13%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$322.3K
6,914
增持
DSTL
ETF SER SOLUTIONS
+$318.4K
36,441
+10%
减持
VGIT
VANGUARD SCOTTSDALE FDS
+$317.1K
213,558
-1%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$310.3K
28,616
-14%
建仓
GNR
SPDR INDEX SHS FDS
+$302.1K
5,333
增持
CMBS
ISHARES TR
+$301.3K
150,827
+1%
建仓
SNPE
DBX ETF TR
+$299.5K
6,878
增持
COST
COSTCO WHSL CORP NEW
+$294.5K
2,531
+4%
建仓
QUAL
ISHARES TR
+$289.1K
1,965
建仓
SCHW
SCHWAB CHARLES CORP
+$285.6K
4,151
增持
AVGE
AMERICAN CENTY ETF TR
+$281.6K
16,951
+22%
建仓
TXN
TEXAS INSTRS INC
+$277.6K
1,628
建仓
EFG
ISHARES TR
+$275.5K
2,845
减持
AMZN
AMAZON COM INC
+$269.2K
14,493
-5%
建仓
EFV
ISHARES TR
+$257.2K
4,936
建仓
TJUL
INNOVATOR ETFS TR
+$255.3K
9,945
建仓
ADBE
ADOBE INC
+$242.8K
407
增持
MTUM
ISHARES TR
+$242.7K
12,208
+2%
减持
VOO
VANGUARD INDEX FDS
+$242.0K
11,078
-5%
建仓
—
ALCON AG
+$237.9K
3,045
建仓
BALT
INNOVATOR ETFS TR
+$233.5K
8,172
建仓
WFC
WELLS FARGO CO NEW
+$230.2K
4,676
建仓
—
BLACKROCK INC
+$222.6K
274
增持
GDMN
WISDOMTREE TR
+$221.4K
40,923
+12%
清仓
HYEM
VANECK ETF TRUST
-$220.9K
0
-100%
建仓
IUSB
ISHARES TR
+$217.0K
4,710
建仓
—
EATON CORP PLC
+$211.4K
878
建仓
DUK
DUKE ENERGY CORP NEW
+$209.8K
2,162
清仓
UPS
UNITED PARCEL SERVICE INC
-$209.0K
0
-100%
建仓
INTC
INTEL CORP
+$208.0K
4,140
建仓
IJH
ISHARES TR
+$206.7K
746
增持
NVDA
NVIDIA CORPORATION
+$203.7K
1,691
+16%
建仓
XOP
SPDR SER TR
+$203.6K
1,487
建仓
DTE
DTE ENERGY CO
+$201.9K
1,831
建仓
INTU
INTUIT
+$201.9K
323
清仓
TSCO
TRACTOR SUPPLY CO
-$201.8K
0
-100%
建仓
UNP
UNION PAC CORP
+$201.8K
822
建仓
—
ISHARES TR
+$200.5K
2,410
清仓
FTLS
FIRST TR EXCH TRADED FD III
-$200.4K
0
-100%
增持
NTSI
WISDOMTREE TR
+$176.5K
33,657
+5%
增持
GQRE
FLEXSHARES TR
+$164.7K
16,798
+6%
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$164.1K
10,276
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$159.9K
8,584
-35%
增持
USFR
WISDOMTREE TR
+$159.8K
44,503
+8%
减持
IWM
ISHARES TR
+$157.9K
7,638
-2%
增持
SHY
ISHARES TR
+$156.1K
6,906
+36%
减持
GLD
SPDR GOLD TR
+$151.7K
9,614
-2%
增持
RODM
LATTICE STRATEGIES TR
+$149.4K
76,837
+1%
建仓
AGNC
AGNC INVT CORP
+$148.9K
15,174
减持
XLE
SELECT SECTOR SPDR TR
-$143.0K
11,354
-6%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$139.4K
15,743
-1%
增持
WMT
WALMART INC
+$135.8K
3,139
+40%
增持
STIP
ISHARES TR
+$119.1K
18,993
+5%
减持
SPY
SPDR S&P 500 ETF TR
+$111.6K
2,938
-2%
增持
—
EXXON MOBIL CORP
-$110.0K
7,726
+3%
减持
JNJ
JOHNSON & JOHNSON
-$107.5K
6,280
-10%
增持
META
META PLATFORMS INC
+$103.6K
1,816
+1%
增持
DHR
DANAHER CORPORATION
+$97.0K
1,289
+59%
增持
CVX
CHEVRON CORP NEW
-$94.7K
6,457
+3%
减持
AVGO
BROADCOM INC
+$91.2K
380
-5%
减持
—
VICTORY PORTFOLIOS II
-$90.8K
11,870
-15%
建仓
PESI
PERMA-FIX ENVIRONMENTAL SVCS
+$90.4K
11,500
减持
IVW
ISHARES TR
+$89.0K
13,800
-0%
增持
—
ACCENTURE PLC IRELAND
+$88.6K
1,209
+11%
减持
HYDB
ISHARES TR
+$85.6K
50,648
-1%
增持
EAGG
ISHARES TR
+$74.7K
11,085
+10%
减持
ENPH
ENPHASE ENERGY INC
+$74.3K
6,970
-1%
增持
HFND
TIDAL ETF TR
+$73.1K
17,533
+22%
增持
FISV
FISERV INC
+$71.4K
2,047
+15%
增持
—
FUELCELL ENERGY INC
+$70.4K
53,387
+356%
减持
ONEV
SPDR SER TR
+$67.4K
10,776
-3%
增持
GOOGL
ALPHABET INC
+$66.7K
4,246
+6%
增持
ADI
ANALOG DEVICES INC
+$65.0K
2,114
+4%
减持
IEF
ISHARES TR
-$64.0K
3,612
-20%
增持
USMV
ISHARES TR
+$59.0K
5,914
+6%
增持
URNM
SPROTT FDS TR
+$58.2K
6,053
+22%
减持
PFE
PFIZER INC
-$57.1K
7,964
-8%
减持
PSX
PHILLIPS 66
-$54.4K
1,755
-27%
减持
VTI
VANGUARD INDEX FDS
+$54.3K
2,811
-3%
减持
IGSB
ISHARES TR
+$53.2K
60,676
-1%
减持
INMB
INMUNE BIO INC
-$52.6K
29,426
-48%
增持
DIS
DISNEY WALT CO
+$46.4K
3,437
+6%
增持
LLY
ELI LILLY & CO
+$44.7K
871
+1%
增持
KMLM
KRANESHARES TR
+$44.7K
55,835
+16%
减持
SJNK
SPDR SER TR
+$44.5K
89,275
-1%
增持
BDX
BECTON DICKINSON & CO
+$44.1K
1,105
+27%
减持
CMCSA
COMCAST CORP NEW
-$40.1K
7,168
-10%
减持
ELS
EQUITY LIFESTYLE PPTYS INC
+$39.5K
5,933
-0%
减持
IWY
ISHARES TR
-$38.9K
1,816
-22%
清仓
—
PAGAYA TECHNOLOGIES LTD
-$37.7K
0
-100%
减持
HD
HOME DEPOT INC
+$36.8K
858
-0%
增持
—
LINDE PLC
+$35.8K
670
+4%
