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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 25
增持 71
减持 45
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
RSST
TIDAL TRUST II
+$2.3M
156,949
+104%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.3M
50,732
+140%
增持
GDE
WISDOMTREE TR
+$2.2M
77,456
+81%
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。
增持
RSSB
TIDAL TRUST II
+$1.8M
136,634
+102%
减持
VOO
VANGUARD INDEX FDS
-$1.1M
14,073
-7%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.0M
59,277
+52%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.0M
168,873
-7%
减持
MOAT
VANECK ETF TRUST
-$938.3K
124,240
-1%
增持
GBIL
GOLDMAN SACHS ETF TR
+$937.0K
14,958
+166%
增持
SHV
ISHARES TR
+$929.1K
25,881
+48%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$918.2K
17,271
-46%
减持
GUNR
FLEXSHARES TR
+$903.6K
109,132
-2%
增持
USFR
WISDOMTREE TR
+$842.6K
54,249
+45%
增持
CVX
CHEVRON CORPORATION
+$821.5K
12,163
+9%
建仓
MINT
PIMCO ETF TR
+$807.1K
8,025
减持
FYLD
CAMBRIA ETF TR
+$713.7K
174,779
-2%
增持
JPM
JPMORGAN CHASE & CO
+$709.7K
3,684
+217%
增持
WMT
WALMART INC
+$707.5K
9,366
+129%
增持
TXUE
THORNBURG ETF TR
+$702.8K
151,167
+14%
建仓
RTX
RTX CORPORATION
+$701.1K
3,635
增持
COWZ
PACER FDS TR
+$692.5K
185,303
+2%
增持
—
EXXON MOBIL CORP
+$675.4K
9,216
+25%
建仓
BTGD
TIDAL TRUST II
+$673.2K
24,597
减持
DGRW
WISDOMTREE TR
-$641.4K
50,634
-11%
减持
ENDW
EA SERIES TRUST
-$630.4K
182,228
-12%
减持
VTI
VANGUARD INDEX FDS
-$628.7K
5,451
-23%
增持
PG
PROCTER & GAMBLE CO
+$628.7K
7,765
+126%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$615.2K
243,761
+6%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$614.3K
67,329
+71%
增持
DBMF
LITMAN GREGORY FDS TR
+$601.9K
186,740
+4%
增持
NVDA
NVIDIA CORPORATION
+$599.9K
38,747
+17%
增持
TLT
ISHARES TR
+$586.3K
93,254
+8%
建仓
—
LINDE PLC
+$577.6K
1,165
减持
NTSX
WISDOMTREE TR
-$551.9K
119,495
-3%
减持
JAAA
JANUS DETROIT STR TR
-$541.0K
31,265
-25%
建仓
PM
PHILIP MORRIS INTL INC
+$534.7K
3,234
减持
SYLD
CAMBRIA ETF TR
+$528.9K
101,077
-1%
增持
AAPL
APPLE INC
+$527.5K
61,391
+11%
减持
PJFG
PGIM ETF TR
-$527.3K
26,038
-5%
减持
SEMI
COLUMBIA ETF TR I
-$522.6K
16,386
-50%
增持
JNJ
JOHNSON & JOHNSON
+$513.6K
5,293
+40%
增持
LTPZ
PIMCO ETF TR
+$505.7K
146,045
+9%
减持
DFAI
DIMENSIONAL ETF TRUST
-$503.2K
327,315
-6%
增持
QQQ
INVESCO QQQ TR
+$466.4K
12,584
+14%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$457.5K
29,090
+26%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$449.6K
32,806
+31%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$444.7K
233,470
+7%
清仓
MO
ALTRIA GROUP INC
-$437.4K
0
-100%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$419.0K
110,419
-5%
减持
IGEB
ISHARES TR
-$402.6K
59,642
-12%
清仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$398.3K
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$385.6K
16,102
-21%
增持
EDV
VANGUARD WORLD FD
+$383.5K
95,437
+7%
减持
MBB
ISHARES TR
-$382.9K
36,076
-10%
增持
AVGO
BROADCOM INC
+$373.6K
2,648
+106%
清仓
BND
VANGUARD BD INDEX FDS
-$369.2K
0
-100%
增持
TRTY
CAMBRIA ETF TR
+$359.3K
147,679
+4%
增持
GLD
SPDR GOLD TR
+$357.6K
9,860
+1%
减持
IAU
ISHARES GOLD TR
-$354.9K
71,807
-13%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$348.4K
43,117
-8%
建仓
GEV
GE VERNOVA INC
+$343.1K
393
减持
VXUS
VANGUARD STAR FDS
-$341.3K
4,091
-53%
减持
XLE
SELECT SECTOR SPDR TR
+$335.5K
21,717
-2%
建仓
INTC
INTEL CORP
+$325.5K
7,376
建仓
PEP
PEPSICO INC
+$324.9K
2,092
建仓
TSCO
TRACTOR SUPPLY CO
+$314.0K
6,931
增持
ROAM
LATTICE STRATEGIES TR
+$311.0K
45,574
+20%
建仓
T
AT&T INC
+$309.5K
10,676
增持
AVGE
AMERICAN CENTY ETF TR
+$306.1K
43,094
+6%
建仓
JTEK
J P MORGAN EXCHANGE TRADED F
+$304.7K
3,831
建仓
LOW
LOWES COS INC
+$301.8K
1,277
增持
GOOGL
ALPHABET INC
+$301.4K
4,948
+38%
增持
RPAR
TIDAL TRUST I
+$290.0K
207,713
+3%
增持
MLPX
GLOBAL X FDS
+$288.4K
18,203
+4%
增持
ALLW
SSGA ACTIVE TR
+$283.5K
51,450
+18%
增持
TIP
ISHARES TR
+$274.9K
46,605
+5%
增持
MU
MICRON TECHNOLOGY INC
+$270.3K
1,622
+67%
建仓
GE
GE AEROSPACE
+$266.3K
939
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$264.3K
677
建仓
AEP
AMERICAN ELEC PWR CO INC
+$259.6K
1,980
建仓
TER
TERADYNE INC
+$259.1K
874
增持
STIP
ISHARES TR
+$258.4K
19,100
+14%
增持
META
META PLATFORMS INC
+$258.2K
2,236
+45%
清仓
CRM
SALESFORCE INC
-$256.7K
0
-100%
增持
ET
ENERGY TRANSFER L P
+$236.8K
27,701
+53%
减持
AGG
ISHARES TR
-$235.7K
9,689
-19%
清仓
INTU
INTUIT
-$235.7K
0
-100%
建仓
FNV
FRANCO NEV CORP
+$235.2K
952
建仓
GLDM
WORLD GOLD TR
+$232.5K
2,508
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$232.4K
1,774
增持
ROUS
LATTICE STRATEGIES TR
+$228.9K
124,610
+1%
建仓
—
EATON CORP PLC
+$227.5K
636
建仓
FTCA
PUTNAM ETF TRUST
+$221.2K
30,382
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$215.0K
623
建仓
JOE
ST JOE CO
+$213.2K
3,394
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$212.5K
44,253
+7%
建仓
COWG
PACER FDS TR
+$209.1K
6,196
清仓
NTSE
WISDOMTREE TR
-$208.7K
0
-100%
清仓
—
SEABRIDGE GOLD INC
-$207.5K
0
-100%
建仓
SDY
SPDR SERIES TRUST
+$203.3K
1,393
增持
COST
COSTCO WHOLESALE CORPORATION
+$202.6K
1,034
+8%
增持
RLY
SSGA ACTIVE ETF TR
+$198.8K
21,876
+16%
增持
RSBT
TIDAL TRUST II
+$196.4K
44,600
+24%
减持
SCHD
SCHWAB STRATEGIC TR
+$191.4K
79,082
-3%
减持
IVV
ISHARES TR
-$185.6K
1,139
-16%
减持
DFSV
DIMENSIONAL ETF TRUST
+$183.0K
136,293
-2%
减持
SCHR
SCHWAB STRATEGIC TR
-$179.7K
100,412
-6%
减持
EYLD
CAMBRIA ETF TR
+$178.6K
74,049
-2%
减持
SOFI
SOFI TECHNOLOGIES INC
-$177.7K
14,710
-6%
清仓
—
SFL CORPORATION LTD
-$177.3K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$175.7K
7,800
+47%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$175.4K
3,193
+18%
增持
GOOG
ALPHABET INC
+$160.1K
4,474
+25%
减持
FNDE
SCHWAB STRATEGIC TR
+$159.0K
105,144
-2%
增持
EFV
ISHARES TR
+$154.7K
8,546
+27%
增持
AMZN
AMAZON COM INC
+$154.3K
11,929
+18%
减持
GDMN
WISDOMTREE TR
-$151.1K
21,538
-14%
减持
EELV
INVESCO EXCH TRADED FD TR II
-$145.9K
76,702
-9%
增持
FRDM
EA SERIES TRUST
+$145.2K
11,814
+21%
减持
IWM
ISHARES TR
-$144.0K
3,435
-15%
清仓
RITM
RITHM CAPITAL CORP
-$136.2K
0
-100%
增持
RECS
COLUMBIA ETF TR I
-$133.8K
95,849
+1%
增持
BAC
BANK AMERICA CORP
+$121.7K
9,484
+53%
增持
KMLM
KRANESHARES TRUST
+$121.0K
29,342
+8%
减持
DGRO
ISHARES TR
-$118.0K
46,906
-5%
减持
MTUM
ISHARES TR
-$107.1K
7,360
-2%
减持
XSOE
WISDOMTREE TR
-$102.8K
12,701
-19%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$98.9K
13,017
+6%
减持
MUNI
PIMCO ETF TR
-$98.2K
114,683
-1%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$96.6K
19,241
+3%
减持
DSTL
ETF SER SOLUTIONS
-$95.7K
80,468
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$92.4K
1,393
+48%
增持
NFLX
NETFLIX INC.
+$91.7K
3,138
+40%
增持
VTV
VANGUARD INDEX FDS
+$90.1K
12,760
+1%
减持
VBR
VANGUARD INDEX FDS
-$88.2K
4,292
-11%
增持
WFC
WELLS FARGO & CO
-$88.1K
8,396
+3%
增持
LLY
ELI LILLY & CO
+$85.4K
392
+53%
减持
NTSI
WISDOMTREE TR
-$84.8K
53,236
-3%
增持
IDR
IDAHO STRATEGIC RESOURCES
-$84.5K
10,338
+0%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$79.9K
1,308
+16%
减持
IDOG
ALPS ETF TR
+$76.2K
26,188
-0%
增持
IBTA
IBOTTA INC
+$75.4K
10,412
+0%
增持
MPLX
MPLX LP
+$73.7K
5,167
+25%
减持
FMDE
FIDELITY COVINGTON TRUST
-$71.7K
15,461
-10%
减持
ENFR
ALPS ETF TR
+$71.0K
10,690
-0%
增持
IWD
ISHARES TR
+$69.4K
1,650
+23%
增持
SCHZ
SCHWAB STRATEGIC TR
+$68.9K
19,325
+19%
减持
CEF
SPROTT ASSET MANAGEMENT LP
-$68.7K
8,650
-18%
增持
CAT
CATERPILLAR INC
+$68.3K
474
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$63.7K
2,048
+24%
