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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 30
增持 84
减持 26
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
FBND
FIDELITY MERRIMACK STR TR
+$43.5M
1,046,658
+771%
减持
SGOV
ISHARES TR
-$21.2M
9,607
-96%
减持
YEAR
AB ACTIVE ETFS INC
-$14.1M
12,375
-96%
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
RWL
INVESCO EXCH TRADED FD TR II
+$9.0M
92,025
减持
SCHD
SCHWAB STRATEGIC TR
-$5.4M
25,652
-74%
减持
SOXX
ISHARES TR
-$3.6M
1,899
-89%
增持
IVV
ISHARES TR
+$2.9M
61,366
+3%
增持
MOAT
VANECK ETF TRUST
+$2.5M
111,313
+16%
增持
QQQ
INVESCO QQQ TR
+$1.9M
41,516
+8%
增持
AAPL
APPLE INC
+$1.8M
69,485
+2%
增持
IWF
ISHARES TR
+$1.8M
54,462
+7%
增持
AGG
ISHARES TR
+$1.7M
28,060
+143%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.7M
95,313
+14%
增持
VTV
VANGUARD INDEX FDS
+$1.6M
37,766
+21%
增持
VOO
VANGUARD INDEX FDS
+$1.4M
12,467
+21%
增持
UJAN
INNOVATOR ETFS TRUST
+$1.4M
559,943
+4%
增持
SYLD
CAMBRIA ETF TR
+$1.2M
156,525
+5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.1M
188,478
+14%
减持
NFLT
ETFIS SER TR I
-$1.1M
90,871
-36%
增持
ROUS
LATTICE STRATEGIES TR
+$995.0K
82,850
+21%
增持
EDV
VANGUARD WORLD FD
+$969.8K
88,699
+7%
增持
IAU
ISHARES GOLD TR
+$959.6K
141,271
+2%
增持
TLT
ISHARES TR
+$955.4K
75,526
+7%
增持
VTI
VANGUARD INDEX FDS
+$877.8K
6,321
+85%
增持
LTPZ
PIMCO ETF TR
+$831.8K
139,985
+4%
增持
RODM
LATTICE STRATEGIES TR
+$808.1K
89,183
+29%
清仓
—
NATIXIS ETF TR
-$771.5K
0
-100%
增持
DFSV
DIMENSIONAL ETF TRUST
+$718.3K
96,279
+23%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$713.1K
19,654
+119%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$702.3K
77,584
+9%
增持
COWZ
PACER FDS TR
+$677.8K
144,358
+3%
建仓
IEFA
ISHARES TR
+$670.7K
8,593
增持
VO
VANGUARD INDEX FDS
+$656.0K
5,396
+70%
增持
DSTL
ETF SER SOLUTIONS
+$634.6K
49,663
+17%
建仓
IXUS
ISHARES TR
+$619.2K
8,525
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$563.1K
75,235
+9%
增持
FYLD
CAMBRIA ETF TR
+$545.2K
174,442
+7%
增持
DGRW
WISDOMTREE TR
+$511.2K
12,534
+84%
建仓
VGT
VANGUARD WORLD FD
+$505.0K
861
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$496.2K
87,239
+6%
增持
XSOE
WISDOMTREE TR
+$493.5K
123,952
+5%
增持
GUNR
FLEXSHARES TR
+$455.5K
101,934
+9%
增持
VBK
VANGUARD INDEX FDS
+$441.5K
12,489
+8%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$411.5K
4,263
减持
GCOW
PACER FDS TR
+$410.6K
193,212
-2%
清仓
TCBK
TRICO BANCSHARES
-$406.6K
0
-100%
增持
TIP
ISHARES TR
+$394.0K
35,425
+7%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$370.4K
8,143
建仓
PULS
PGIM ETF TR
+$364.8K
7,328
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$349.5K
13,430
清仓
MU
MICRON TECHNOLOGY INC
-$346.3K
0
-100%
增持
NTSX
WISDOMTREE TR
+$344.1K
98,372
+1%
增持
GDMN
WISDOMTREE TR
+$343.5K
39,172
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$341.9K
14,267
+71%
减持
DGRO
ISHARES TR
+$333.3K
72,389
-1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$319.3K
8,601
-34%
建仓
USG
USCF ETF TR
+$310.7K
10,533
建仓
CSCO
CISCO SYS INC
+$299.6K
5,630
增持
META
META PLATFORMS INC
+$297.5K
2,532
+11%
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$293.8K
11,261
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$290.6K
510
清仓
EAGG
ISHARES TR
-$275.9K
0
-100%
清仓
OEF
ISHARES TR
-$274.7K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$273.2K
2,919
+11%
增持
MBB
ISHARES TR
+$262.8K
8,436
+42%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$257.7K
44,997
+6%
建仓
UOCT
INNOVATOR ETFS TRUST
+$249.3K
7,162
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$248.4K
6,113
建仓
SCHG
SCHWAB STRATEGIC TR
+$245.3K
2,354
减持
GLD
SPDR GOLD TR
+$244.3K
10,288
-2%
建仓
PRFZ
INVESCO EXCHANGE TRADED FD T
+$239.6K
5,766
建仓
DE
DEERE & CO
+$238.5K
572
建仓
BTCO
INVESCO GALAXY BITCOIN ETF
+$238.2K
3,749
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$234.4K
1,309
增持
AVGE
AMERICAN CENTY ETF TR
+$232.8K
19,493
+12%
建仓
GOLD
A-MARK PRECIOUS METALS INC
+$232.1K
5,257
清仓
EMR
EMERSON ELEC CO
-$229.0K
0
-100%
建仓
USB
US BANCORP DEL
+$228.5K
4,997
增持
IWM
ISHARES TR
+$226.4K
7,412
+7%
增持
—
ACCENTURE PLC IRELAND
+$221.1K
2,077
+23%
清仓
WTMF
WISDOMTREE TR
-$220.0K
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$217.8K
49,157
-3%
建仓
FISV
FISERV INC
+$214.7K
1,195
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$212.6K
5,883
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$210.5K
761
建仓
TJX
TJX COS INC NEW
+$209.4K
1,782
清仓
PFE
PFIZER INC
-$207.7K
0
-100%
建仓
EUSB
ISHARES TR
+$207.1K
4,676
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$207.1K
5,683
建仓
—
ASTRAZENECA PLC
+$206.9K
2,655
增持
IGEB
ISHARES TR
+$206.8K
9,719
+76%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$206.5K
1,828
建仓
ESGU
ISHARES TR
+$203.8K
1,615
减持
TRTY
CAMBRIA ETF TR
-$203.4K
130,491
-8%
增持
NTSI
WISDOMTREE TR
+$188.9K
37,167
+7%
增持
SPYM
SPDR SER TR
+$187.9K
32,265
+4%
增持
EYLD
CAMBRIA ETF TR
+$185.9K
58,140
+10%
增持
AVGO
BROADCOM INC
+$184.0K
7,965
+975%
增持
BALT
INNOVATOR ETFS TRUST
+$183.6K
12,526
+86%
增持
WMT
WALMART INC
+$183.3K
9,037
+12%
增持
GQRE
FLEXSHARES TR
+$182.5K
17,472
+5%
增持
VXUS
VANGUARD STAR FDS
+$175.2K
9,151
+32%
减持
SEMI
COLUMBIA ETF TR I
-$172.1K
39,650
-9%
减持
SHV
ISHARES TR
-$168.6K
14,668
-10%
增持
GNR
SPDR INDEX SHS FDS
+$168.6K
8,165
+51%
增持
IWR
ISHARES TR
+$167.7K
7,991
+21%
增持
CRM
SALESFORCE INC
+$162.8K
1,896
+37%
减持
TSLA
TESLA INC
+$161.4K
2,696
-2%
增持
DHR
DANAHER CORPORATION
+$149.7K
2,079
+21%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$149.4K
10,289
-38%
增持
PH
PARKER-HANNIFIN CORP
+$148.6K
619
+29%
减持
PSFD
PACER FDS TR
-$146.8K
27,916
-16%
增持
PG
PROCTER AND GAMBLE CO
+$143.3K
6,027
+10%
减持
USFR
WISDOMTREE TR
-$132.7K
37,988
-6%
减持
MUNI
PIMCO ETF TR
+$129.3K
160,947
-0%
增持
HD
HOME DEPOT INC
+$129.2K
1,488
+8%
减持
RECS
COLUMBIA ETF TR I
+$128.7K
169,870
-3%
增持
ORCL
ORACLE CORP
+$125.8K
2,991
+10%
增持
NVDA
NVIDIA CORPORATION
+$120.2K
32,669
+5%
增持
SCHZ
SCHWAB STRATEGIC TR
+$110.0K
10,804
+22%
增持
PSA
PUBLIC STORAGE OPER CO
+$109.6K
883
+20%
增持
USEP
INNOVATOR ETFS TRUST
+$108.6K
9,249
+47%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$102.7K
1,972
+25%
清仓
TZOO
TRAVELZOO
-$100.8K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$100.0K
2,659
+19%
增持
—
EXXON MOBIL CORP
+$99.8K
7,768
+10%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$94.2K
6,292
+39%
减持
SPAB
SPDR SER TR
+$89.8K
88,592
-0%
减持
XOP
SPDR SER TR
-$89.6K
2,013
-17%
减持
DIS
DISNEY WALT CO
-$86.6K
3,764
-17%
减持
VBR
VANGUARD INDEX FDS
+$86.2K
6,252
-2%
增持
AGNC
AGNC INVT CORP
+$85.5K
45,461
+11%
增持
UNH
UNITEDHEALTH GROUP INC
+$83.3K
605
+14%
增持
V
VISA INC
+$83.1K
3,401
+5%
增持
NEE
NEXTERA ENERGY INC
+$82.6K
4,423
+8%
增持
COST
COSTCO WHSL CORP NEW
+$81.1K
1,968
+1%
增持
GOOGL
ALPHABET INC
+$80.5K
7,376
+18%
增持
BND
VANGUARD BD INDEX FDS
+$78.5K
15,416
+3%
清仓
JFIN
JIAYIN GROUP INC
-$78.4K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$78.2K
7,868
+14%
增持
USMV
ISHARES TR
+$77.6K
9,978
+1%
增持
SYK
STRYKER CORPORATION
+$75.6K
1,427
+10%
增持
—
ARISTA NETWORKS INC
+$74.9K
1,070
+12%
增持
INMB
INMUNE BIO INC
-$70.8K
42,730
+25%
增持
NVO
NOVO-NORDISK A S
-$69.4K
3,847
+4%
减持
XLE
SELECT SECTOR SPDR TR
-$68.9K
10,036
-4%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$65.1K
4,312
-19%
减持
RWK
INVESCO EXCH TRADED FD TR II
-$65.0K
2,695
-22%
增持
ECL
ECOLAB INC
+$63.9K
1,382
+14%
增持
ABT
ABBOTT LABS
+$62.8K
2,492
+17%
