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 |
|---|---|---|---|---|---|---|---|---|
| OII | OCEANEERING INTL INC | $1.21万 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $1.22万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.24万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $1.25万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $1.25万 | 0.00% | 13 | 13 | — | $1.25万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $1.25万 | 0.00% | 79 | -31 | -28.2% | -$4,919 | 减仓 |
| SPTM | SPDR SERIES TRUST | $1.26万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $1.27万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| IYZ | ISHARES TR | $1.27万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $1.28万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $1.33万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $1.33万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $1.34万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.36万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.37万 | 0.00% | 39 | 39 | — | $1.37万 | 新建仓 |
| ATI | ATI INC | $1.38万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $1.39万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1.39万 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $1.39万 | 0.00% | 192 | 192 | — | $1.39万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $1.39万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $1.39万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC | $1.41万 | 0.00% | 463 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $1.41万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $1.43万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $1.43万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $1.43万 | 0.00% | 80 | -98 | -55.1% | -$1.75万 | 减仓 |
| HYDB | ISHARES TR | $1.43万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1.44万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $1.44万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $1.50万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.50万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $1.54万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $1.55万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $1.57万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1.61万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $1.65万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC | $1.66万 | 0.00% | 1,853 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $1.66万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $1.67万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW | $1.67万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| — | VANECK ETHEREUM TR | $1.69万 | 0.00% | 734 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1.69万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1.70万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING IN | $1.70万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $1.70万 | 0.00% | 50 | 50 | — | $1.70万 | 新建仓 |
| KRG | KITE REALTY GROUP TRUST | $1.71万 | 0.00% | 602 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $1.72万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1.74万 | 0.00% | 68 | 68 | — | $1.74万 | 新建仓 |
| IBHG | ISHARES TR | $1.77万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $1.81万 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $1.81万 | 0.00% | 2,338 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $1.81万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| ETHB | ISHARES STAKED ETHEREUM TR E | $1.82万 | 0.00% | 899 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $1.83万 | 0.00% | 86 | 50 | 138.9% | $1.07万 | 加仓 |
| CI | THE CIGNA GROUP | $1.85万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1.87万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $1.89万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.90万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $1.90万 | 0.00% | 86 | 86 | — | $1.90万 | 新建仓 |
| ENFR | ALPS ETF TR | $1.91万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $1.91万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $2.03万 | 0.00% | 150 | 115 | 328.6% | $1.56万 | 加仓 |
| MET | METLIFE INC | $2.04万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $2.10万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $2.12万 | 0.00% | 156 | -312 | -66.7% | -$4.23万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $2.13万 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $2.13万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $2.16万 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $2.17万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $2.17万 | 0.00% | 1,483 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $2.18万 | 0.00% | 270 | 20 | 8.0% | $1,616 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $2.20万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $2.21万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $2.21万 | 0.00% | 43 | 15 | 53.6% | $7,704 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2.23万 | 0.00% | 134 | 45 | 50.6% | $7,500 | 加仓 |
| BP | BP PLC | $2.25万 | 0.00% | 608 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $2.27万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.28万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $2.29万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $2.40万 | 0.00% | 172 | 122 | 244.0% | $1.70万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $2.40万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $2.41万 | 0.00% | 61 | 61 | — | $2.41万 | 新建仓 |
| VRSN | VERISIGN INC | $2.42万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $2.42万 | 0.00% | 834 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.45万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $2.51万 | 0.00% | 792 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $2.56万 | 0.00% | 113 | 113 | — | $2.56万 | 新建仓 |
| SMH | VANECK ETF TRUST | $2.62万 | 0.00% | 40 | 29 | 263.6% | $1.90万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $2.71万 | 0.00% | 527 | 7 | 1.3% | $360 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $2.71万 | 0.00% | 1,058 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $2.73万 | 0.00% | 160 | 160 | — | $2.73万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $2.74万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $2.74万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $2.75万 | 0.00% | 437 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.76万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $2.89万 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看涨期权 | $2.89万 | 0.00% | 100 | -200 | -66.7% | -$5.79万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $2.92万 | 0.00% | 34 | 4 | 13.3% | $3,432 | 加仓 |
| TMUS | T-MOBILE US INC | $2.92万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $2.96万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |