Moisand Fitzgerald Tamayo, LLC
ORLANDO FL · SEC CIK 0001649107
$9.31亿2026Q1 申报市值
515持仓数
76.5%前十大占比 · 第一大 15.1%
15 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVLV 加仓+$1,770.31万
SCHO 加仓+$607.76万
SCHR 加仓+$600.19万
DIMENSIONAL ETF 加仓+$203.43万
BOXX 加仓+$97.63万
2026Q1 卖出最多 按季末市值估算
AVDV 减仓-$203.09万
AVUV 减仓-$140.27万
DFAI 减仓-$110.60万
DFUV 减仓-$58.07万
VOO 减仓-$52.34万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ETN | EATON CORP PLC | $3.29万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $3.33万 | 0.00% | 477 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $3.43万 | 0.00% | 297 | -5 | -1.7% | -$577 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3.51万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $3.53万 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $3.55万 | 0.00% | 741 | 2 | 0.3% | $96 | 加仓 |
| DHR | DANAHER CORP DEL | $3.56万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $3.58万 | 0.00% | 847 | 6 | 0.7% | $253 | 加仓 |
| TMUS | T-MOBILE US INC | $3.65万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $3.65万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $3.71万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $3.74万 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $3.77万 | 0.00% | 1,291 | -871 | -40.3% | -$2.54万 | 减仓 |
| NBH | NEUBERGER MUN FD INC | $3.79万 | 0.00% | 3,736 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $3.80万 | 0.00% | 1,304 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $3.87万 | 0.00% | 128 | -1 | -0.8% | -$302 | 减仓 |
| MRK | MERCK & CO INC | $3.93万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $3.94万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| STBA | S & T BANCORP INC | $3.97万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $4.02万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $4.06万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $4.06万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $4.28万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $4.28万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $4.34万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $4.36万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $4.37万 | 0.00% | 534 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $4.41万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $4.52万 | 0.00% | 584 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $4.62万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $4.64万 | 0.00% | 504 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $4.70万 | 0.01% | 925 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $4.74万 | 0.01% | 547 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $4.82万 | 0.01% | 1,069 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC | $4.89万 | 0.01% | 692 | 19 | 2.8% | $1,343 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.90万 | 0.01% | 335 | 18 | 5.7% | $2,633 | 加仓 |
| WM | WASTE MGMT INC DEL | $5.03万 | 0.01% | 219 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $5.05万 | 0.01% | 541 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $5.11万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $5.16万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $5.21万 | 0.01% | 533 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $5.43万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $5.49万 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $5.50万 | 0.01% | 441 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $5.59万 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $5.62万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5.63万 | 0.01% | 237 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $5.65万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $5.80万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $5.98万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $6.10万 | 0.01% | 774 | 0 | 0.0% | — | 不变 |
| FUL | FULLER H B CO | $6.17万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $6.20万 | 0.01% | 377 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $6.23万 | 0.01% | 401 | 2 | 0.5% | $311 | 加仓 |
| ABBV | ABBVIE INC | $6.39万 | 0.01% | 294 | -20 | -6.4% | -$4,350 | 减仓 |
| WFC | WELLS FARGO & CO | $6.40万 | 0.01% | 804 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $6.45万 | 0.01% | 733 | 16 | 2.2% | $1,408 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $6.62万 | 0.01% | 3,542 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $6.65万 | 0.01% | 1,620 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $6.74万 | 0.01% | 1,169 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $6.82万 | 0.01% | 2,483 | 38 | 1.6% | $1,043 | 加仓 |
| CSCO | CISCO SYS INC | $6.87万 | 0.01% | 886 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $6.97万 | 0.01% | 1,430 | 1 | 0.1% | $49 | 加仓 |
| PSX | PHILLIPS 66 | $7.01万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $7.08万 | 0.01% | 292 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $7.43万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看涨期权 | $7.61万 | 0.01% | 300 | 100 | 50.0% | $2.54万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $7.61万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $7.63万 | 0.01% | 730 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $7.65万 | 0.01% | 610 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $7.79万 | 0.01% | 810 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP PA | $8.25万 | 0.01% | 4,692 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $8.49万 | 0.01% | 5,914 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $8.93万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $8.96万 | 0.01% | 331 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $9.05万 | 0.01% | 469 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $9.12万 | 0.01% | 2,451 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $9.25万 | 0.01% | 153 | 58 | 61.1% | $3.51万 | 加仓 |
| FAS | DIREXION SHARES ETF TRUST | $9.48万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $9.53万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $9.64万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $9.66万 | 0.01% | 475 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $9.82万 | 0.01% | 829 | 32 | 4.0% | $3,791 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $9.89万 | 0.01% | 744 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $9.89万 | 0.01% | 1,207 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $9.99万 | 0.01% | 763 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $10.07万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $10.47万 | 0.01% | 986 | -72 | -6.8% | -$7,643 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $10.62万 | 0.01% | 1,965 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $10.74万 | 0.01% | 443 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $10.83万 | 0.01% | 2,565 | -64 | -2.4% | -$2,703 | 减仓 |
| ICF | ISHARES TR | $11.17万 | 0.01% | 1,805 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $11.28万 | 0.01% | 2,981 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $11.68万 | 0.01% | 3,249 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $11.81万 | 0.01% | 1,060 | 0 | 0.0% | — | 不变 |
| SBSI | SOUTHSIDE BANCSHARES INC | $11.84万 | 0.01% | 3,807 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $11.96万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $12.04万 | 0.01% | 4,795 | -2,064 | -30.1% | -$5.18万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $12.57万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $12.67万 | 0.01% | 609 | -43 | -6.6% | -$8,946 | 减仓 |