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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 39
增持 49
减持 42
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
FBND
FIDELITY MERRIMACK STR TR
-$26.5M
368,417
-62%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$17.8M
333,318
建仓
DBEZ
DBX ETF TR
+$15.5M
310,400
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
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$9.7M
313,171
建仓
LVHI
LEGG MASON ETF INVT
+$7.3M
225,733
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$7.3M
29,447
-71%
建仓
—
TWO RDS SHARED TR
+$7.1M
772,043
减持
IVV
ISHARES TR
-$6.9M
53,512
-15%
建仓
TIPX
SPDR SER TR
+$6.6M
342,039
减持
IWF
ISHARES TR
-$4.5M
51,225
-11%
减持
BINC
BLACKROCK ETF TRUST II
-$3.7M
20,050
-78%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$3.6M
12,276
-86%
建仓
FNDE
SCHWAB STRATEGIC TR
+$3.2M
102,861
减持
QQQ
INVESCO QQQ TR
-$3.1M
33,923
-9%
减持
XSOE
WISDOMTREE TR
-$3.0M
18,992
-84%
减持
ACIO
ETF SER SOLUTIONS
-$2.8M
13,853
-83%
减持
UJAN
INNOVATOR ETFS TRUST
-$2.0M
498,653
-8%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.8M
273,697
+19%
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$1.7M
54,725
-36%
减持
VBK
VANGUARD INDEX FDS
-$1.6M
8,914
-36%
减持
VTV
VANGUARD INDEX FDS
-$1.5M
34,033
-22%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.4M
105,984
+138%
增持
SCHR
SCHWAB STRATEGIC TR
+$1.3M
70,972
+288%
减持
SYLD
CAMBRIA ETF TR
-$1.3M
141,476
-6%
增持
MBB
ISHARES TR
+$1.2M
25,343
+95%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$1.1M
93,546
-11%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$1.0M
12,744
+294%
减持
NVDA
NVIDIA CORPORATION
-$1.0M
30,251
-6%
建仓
CMA
COMERICA INC
+$1.0M
17,635
增持
IGEB
ISHARES TR
+$987.4K
38,911
+126%
增持
DGRW
WISDOMTREE TR
+$918.5K
34,774
+51%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$873.4K
29,417
减持
AVGO
BROADCOM INC
-$760.1K
7,830
-12%
增持
WFC
WELLS FARGO CO NEW
+$696.1K
12,751
+308%
增持
COWZ
PACER FDS TR
+$631.4K
183,197
+10%
建仓
RSST
TIDAL TR II
+$631.0K
28,564
减持
IAU
ISHARES GOLD TR
+$628.6K
100,971
-6%
减持
AMZN
AMAZON COM INC
-$612.4K
16,316
-4%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$595.1K
46,534
+104%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$576.9K
89,601
+10%
建仓
INEQ
COLUMBIA ETF TR I
+$547.8K
16,901
减持
BND
VANGUARD BD INDEX FDS
-$533.0K
6,800
-53%
增持
GLD
SPDR GOLD TR
+$525.9K
10,788
+1%
减持
UOCT
INNOVATOR ETFS TRUST
-$523.1K
32,144
-31%
减持
GDMN
WISDOMTREE TR
+$522.1K
38,438
-5%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$510.4K
0
-100%
增持
MSFT
MICROSOFT CORP
-$499.7K
11,598
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$495.9K
40,235
+70%
增持
CVX
CHEVRON CORP NEW
+$484.2K
9,773
+23%
增持
TIP
ISHARES TR
+$477.9K
41,071
+7%
建仓
AGZD
WISDOMTREE TR
+$474.6K
21,237
清仓
CMI
CUMMINS INC
-$465.9K
0
-100%
建仓
KO
COCA COLA CO
+$458.7K
6,404
清仓
OEF
ISHARES TR
-$453.3K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$444.9K
190,910
+5%
增持
—
EXXON MOBIL CORP
+$443.0K
11,066
+36%
减持
TSLA
TESLA INC
-$437.4K
2,465
-8%
增持
GDE
WISDOMTREE TR
+$434.2K
18,355
+113%
减持
ANET
ARISTA NETWORKS INC
-$425.0K
3,558
-44%
增持
GUNR
FLEXSHARES TR
+$422.3K
114,882
+3%
建仓
LMT
LOCKHEED MARTIN CORP
+$414.9K
929
减持
GOOGL
ALPHABET INC
-$412.0K
6,435
-13%
建仓
NVO
NOVO-NORDISK A S
+$409.6K
5,898
建仓
PM
PHILIP MORRIS INTL INC
+$407.8K
2,569
建仓
VABS
VIRTUS ETF TR II
+$399.2K
16,365
建仓
SHEL
SHELL PLC
+$391.5K
5,342
增持
AAPL
APPLE INC
+$391.3K
75,589
+15%
清仓
GD
GENERAL DYNAMICS CORP
-$390.2K
0
-100%
增持
RSSB
TIDAL TR II
+$387.8K
25,382
+185%
减持
SHV
ISHARES TR
-$387.6K
19,736
-15%
建仓
APOC
INNOVATOR ETFS TRUST
+$375.6K
14,975
清仓
BRO
BROWN & BROWN INC
-$369.3K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$367.5K
2,708
+14%
清仓
DHI
D R HORTON INC
-$366.4K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$364.5K
10,975
+12%
增持
TLT
ISHARES TR
+$360.3K
69,136
+2%
清仓
UNOV
INNOVATOR ETFS TRUST
-$349.8K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$328.9K
12,863
+64%
增持
LLY
ELI LILLY & CO
+$328.1K
1,251
+37%
减持
SYK
STRYKER CORPORATION
-$326.4K
1,092
-46%
增持
FYLD
CAMBRIA ETF TR
+$323.6K
169,497
+1%
增持
JAJL
INNOVATOR ETFS TRUST
+$321.5K
21,255
+126%
减持
GCOW
PACER FDS TR
+$317.3K
110,795
-1%
清仓
COR
CENCORA INC
-$314.7K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$306.0K
560
建仓
—
UNILEVER PLC
+$305.7K
5,134
减持
ADBE
ADOBE INC
-$302.0K
794
-42%
增持
BAC
BANK AMERICA CORP
+$300.6K
14,083
+116%
增持
RPAR
TIDAL ETF TR
+$299.8K
178,085
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$297.0K
30,504
+16%
建仓
—
ASTRAZENECA PLC
+$293.0K
3,986
建仓
UBER
UBER TECHNOLOGIES INC
+$291.9K
4,007
清仓
ELV
ELEVANCE HEALTH INC
-$287.2K
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$287.1K
2,846
清仓
AMD
ADVANCED MICRO DEVICES INC
-$285.8K
0
-100%
增持
GOOG
ALPHABET INC
-$284.8K
9,771
+3%
增持
AOR
ISHARES TR
+$284.4K
8,539
+136%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$282.9K
1,704
清仓
MUB
ISHARES TR
-$282.6K
0
-100%
增持
PJFG
PGIM ETF TR
-$277.9K
29,845
+1%
增持
NOW
SERVICENOW INC
+$276.0K
637
+192%
建仓
ZDEK
INNOVATOR ETFS TRUST
+$275.9K
11,650
建仓
RISR
TIDAL ETF TR
+$269.0K
7,404
建仓
IWD
ISHARES TR
+$268.3K
1,426
增持
BALT
INNOVATOR ETFS TRUST
+$252.1K
18,685
+76%
建仓
XYLD
GLOBAL X FDS
+$252.0K
6,382
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$238.9K
0
-100%
减持
EOG
EOG RES INC
-$237.0K
1,605
-56%
清仓
SOXX
ISHARES TR
-$236.0K
0
-100%
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$233.8K
0
-100%
清仓
RWK
INVESCO EXCH TRADED FD TR II
-$231.6K
0
-100%
建仓
FNV
FRANCO NEV CORP
+$227.4K
1,443
建仓
T
AT&T INC
+$227.2K
8,034
清仓
EQIN
COLUMBIA ETF TR I
-$224.1K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$224.1K
7,506
+75%
增持
JPM
JPMORGAN CHASE & CO.
+$221.0K
3,022
+39%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$220.9K
42,964
+11%
清仓
TDW
TIDEWATER INC NEW
-$217.2K
0
-100%
减持
ORCL
ORACLE CORP
-$211.9K
5,558
-6%
增持
SPAB
SPDR SER TR
+$210.3K
87,235
+8%
建仓
USIG
ISHARES TR
+$208.6K
4,084
清仓
ESGU
ISHARES TR
-$208.0K
0
-100%
建仓
CBRE
CBRE GROUP INC
+$207.3K
1,585
建仓
PTLC
PACER FDS TR
+$206.9K
4,021
清仓
REGN
REGENERON PHARMACEUTICALS
-$206.6K
0
-100%
增持
BLK
BLACKROCK INC
+$205.4K
483
+96%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$204.0K
820
清仓
SPUU
DIREXION SHS ETF TR
-$203.7K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$203.4K
4,485
建仓
BDX
BECTON DICKINSON & CO
+$201.5K
880
增持
DSTL
ETF SER SOLUTIONS
+$200.8K
69,696
+7%
建仓
BRLN
BLACKROCK ETF TRUST II
+$200.6K
3,867
减持
IWM
ISHARES TR
-$200.0K
5,421
-7%
增持
CRM
SALESFORCE INC
+$197.7K
2,199
+87%
增持
STIP
ISHARES TR
+$196.0K
16,217
+10%
增持
SCHD
SCHWAB STRATEGIC TR
+$195.5K
92,841
+6%
减持
UDEC
INNOVATOR ETFS TRUST
-$193.3K
23,921
-17%
减持
—
ACCENTURE PLC IRELAND
-$191.5K
1,110
-27%
建仓
—
OXFORD LANE CAP CORP
+$190.6K
40,383
减持
LTPZ
PIMCO ETF TR
+$186.2K
143,482
-3%
减持
IVW
ISHARES TR
-$180.9K
13,122
-5%
增持
INMB
INMUNE BIO INC
+$171.0K
49,997
+6%
减持
—
EATON CORP PLC
-$165.0K
2,058
-6%
增持
WMT
WALMART INC
+$163.1K
14,191
+18%
减持
ICOW
PACER FDS TR
+$159.9K
102,719
-2%
减持
V
VISA INC
+$157.4K
4,641
-0%
增持
SMTH
ALPS ETF TR
+$157.3K
84,791
+6%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$156.5K
6,110
-25%
减持
BUFP
PGIM ROCK ETF TR
-$154.4K
166,433
-2%
减持
PH
PARKER-HANNIFIN CORP
-$136.7K
459
-30%
