Moisand Fitzgerald Tamayo, LLC
ORLANDO FL · SEC CIK 0001649107
$10.24亿2026Q2 申报市值
536持仓数
76.0%前十大占比 · 第一大 14.9%
31 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHR 加仓+$437.01万
SCHO 加仓+$389.66万
DFAI 加仓+$387.69万
DIMENSIONAL ETF 加仓+$75.59万
AVMV 加仓+$70.51万
2026Q2 卖出最多 按季末市值估算
DFUV 减仓-$52.16万
IVV 减仓-$34.67万
VOO 减仓-$33.65万
AAPL 减仓-$33.13万
SPYM 减仓-$25.70万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AVES | AMERICAN CENTY ETF TR | $4,527 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $4,587 | 0.00% | 330 | -122 | -27.0% | -$1,696 | 减仓 |
| MATX | MATSON INC | $4,614 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $4,621 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAP BANCSHARES INC | $4,647 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $4,683 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $4,748 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $4,754 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $4,781 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VET | VERMILION ENERGY INC | $4,826 | 0.00% | 515 | 515 | — | $4,826 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $4,877 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL X FDS | $4,888 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $4,899 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4,927 | 0.00% | 22 | 22 | — | $4,927 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $4,966 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $4,968 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $4,989 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $5,004 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $5,095 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC | $5,125 | 0.00% | 385 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP | $5,192 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $5,209 | 0.00% | 58 | 58 | — | $5,209 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $5,251 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $5,278 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $5,305 | 0.00% | 1,063 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $5,432 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $5,548 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $5,564 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $5,649 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP 看涨期权 | $5,698 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $5,729 | 0.00% | 140 | 1 | 0.7% | $41 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $5,878 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $6,044 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $6,225 | 0.00% | 538 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $6,240 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BLW | BLACKROCK LTD DURATION INCOM | $6,245 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $6,420 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $6,440 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $6,478 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $6,491 | 0.00% | 314 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $6,500 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $6,722 | 0.00% | 60 | 60 | — | $6,722 | 新建仓 |
| ROL | ROLLINS INC | $6,762 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $6,790 | 0.00% | 4 | -2 | -33.3% | -$3,395 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $6,845 | 0.00% | 583 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $6,868 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $6,889 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $6,905 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $7,004 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $7,035 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $7,155 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $7,333 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $7,354 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $7,392 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $7,445 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $7,479 | 0.00% | 181 | 34 | 23.1% | $1,405 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $7,541 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $7,798 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $7,865 | 0.00% | 317 | 317 | — | $7,865 | 新建仓 |
| CNO | CNO FINL GROUP INC | $8,157 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $8,376 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $8,427 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| RWX | SPDR INDEX SHS FDS | $8,499 | 0.00% | 315 | 4 | 1.3% | $108 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $8,546 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| BYLD | ISHARES TR | $8,743 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $8,750 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $8,816 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $8,836 | 0.00% | 197 | 197 | — | $8,836 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $8,892 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $8,960 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME OPP | $8,963 | 0.00% | 745 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $8,984 | 0.00% | 99 | 63 | 175.0% | $5,717 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $9,267 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $9,383 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $9,503 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| EBS | EMERGENT BIOSOLUTIONS INC | $9,520 | 0.00% | 1,136 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $9,700 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $9,932 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $1.01万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1.01万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $1.02万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1.03万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $1.04万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DXPE | DXP ENTERPRISES INC | $1.06万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $1.07万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $1.07万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $1.08万 | 0.00% | 332 | 209 | 169.9% | $6,808 | 加仓 |
| — | FRANKLIN XRP TRUST | $1.09万 | 0.00% | 964 | 725 | 303.3% | $8,229 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.10万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $1.11万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.13万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.14万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $1.15万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $1.15万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $1.15万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $1.16万 | 0.00% | 459 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $1.16万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $1.18万 | 0.00% | 635 | 635 | — | $1.18万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1.19万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $1.19万 | 0.00% | 70 | 70 | — | $1.19万 | 新建仓 |