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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $2.96万 | 0.00% | 299 | 113 | 60.8% | $1.12万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $3.01万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $3.06万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $3.07万 | 0.00% | 1,840 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $3.10万 | 0.00% | 2,115 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $3.14万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $3.19万 | 0.00% | 1,046 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $3.43万 | 0.00% | 1,200 | 1,200 | — | $3.43万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $3.58万 | 0.00% | 749 | 8 | 1.1% | $382 | 加仓 |
| DHR | DANAHER CORP DEL | $3.58万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $3.61万 | 0.00% | 477 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $3.61万 | 0.00% | 856 | 9 | 1.1% | $380 | 加仓 |
| VXUS | VANGUARD STAR FDS | $3.66万 | 0.00% | 428 | 414 | 2,957.1% | $3.54万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $3.75万 | 0.00% | 1,291 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $3.78万 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $3.83万 | 0.00% | 441 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $3.85万 | 0.00% | 447 | 3 | 0.7% | $258 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $3.92万 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| NBH | NEUBERGER MUN FD INC | $3.94万 | 0.00% | 3,736 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.08万 | 0.00% | 350 | 15 | 4.5% | $1,750 | 加仓 |
| BA | BOEING CO | $4.11万 | 0.00% | 190 | -25 | -11.6% | -$5,412 | 减仓 |
| MRK | MERCK & CO INC | $4.20万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC | $4.21万 | 0.00% | 716 | 24 | 3.5% | $1,412 | 加仓 |
| J | JACOBS SOLUTIONS INC | $4.23万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $4.26万 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $4.30万 | 0.00% | 404 | 404 | — | $4.30万 | 新建仓 |
| IEMG | ISHARES INC | $4.34万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| — | FIDELITY MERRIMACK STR TR | $4.37万 | 0.00% | 866 | 866 | — | $4.37万 | 新建仓 |
| V | VISA INC | $4.39万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $4.41万 | 0.00% | 1,304 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $4.47万 | 0.00% | 421 | 1 | 0.2% | $106 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.49万 | 0.00% | 94 | 90 | 2,250.0% | $4.30万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $4.50万 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $4.58万 | 0.00% | 292 | 218 | 294.6% | $3.42万 | 加仓 |
| IWR | ISHARES TR | $4.61万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $4.62万 | 0.00% | 534 | 0 | 0.0% | — | 不变 |
| STBA | S & T BANCORP INC | $4.66万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $4.72万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $4.74万 | 0.00% | 300 | 100 | 50.0% | $1.58万 | 加仓 |
| SYY | SYSCO CORP | $4.76万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $4.78万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $4.85万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $4.88万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $4.96万 | 0.00% | 504 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $4.97万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $5.04万 | 0.00% | 355 | -79 | -18.2% | -$1.12万 | 减仓 |
| IXUS | ISHARES TR | $5.22万 | 0.01% | 547 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $5.30万 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $5.34万 | 0.01% | 284 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $5.45万 | 0.01% | 403 | 2 | 0.5% | $270 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5.53万 | 0.01% | 1,069 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $5.56万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $5.58万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $5.71万 | 0.01% | 134 | 42 | 45.7% | $1.79万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $5.75万 | 0.01% | 533 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $5.81万 | 0.01% | 584 | 0 | 0.0% | — | 不变 |
| FUL | FULLER H B CO | $5.83万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $6.29万 | 0.01% | 655 | 45 | 7.4% | $4,319 | 加仓 |
| XBI | SPDR SERIES TRUST | $6.33万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $6.35万 | 0.01% | 890 | 80 | 9.9% | $5,712 | 加仓 |
| PSX | PHILLIPS 66 | $6.51万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $6.56万 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $6.57万 | 0.01% | 541 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $6.62万 | 0.01% | 2,483 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $6.64万 | 0.01% | 804 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $6.76万 | 0.01% | 1,169 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $7.18万 | 0.01% | 237 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $7.42万 | 0.01% | 749 | 16 | 2.2% | $1,586 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $7.48万 | 0.01% | 3,542 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $7.52万 | 0.01% | 145 | 28 | 23.9% | $1.45万 | 加仓 |
| IMCG | ISHARES TR | $7.61万 | 0.01% | 774 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $7.70万 | 0.01% | 1,620 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $7.79万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $7.81万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $8.05万 | 0.01% | 164 | 29 | 21.5% | $1.42万 | 加仓 |
| BAC | BANK OF AMER CORP | $8.16万 | 0.01% | 1,431 | 1 | 0.1% | $57 | 加仓 |
| NOW | SERVICENOW INC | $8.44万 | 0.01% | 850 | 120 | 16.4% | $1.19万 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $8.46万 | 0.01% | 5,914 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $8.53万 | 0.01% | 2,451 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $9.10万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $9.11万 | 0.01% | 362 | 68 | 23.1% | $1.71万 | 加仓 |
| IEFA | ISHARES TR | $9.34万 | 0.01% | 967 | 633 | 189.5% | $6.11万 | 加仓 |
| AVGO | BROADCOM INC | $9.52万 | 0.01% | 252 | 112 | 80.0% | $4.23万 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $9.54万 | 0.01% | 4,692 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $9.66万 | 0.01% | 763 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $9.79万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $9.93万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $10.03万 | 0.01% | 1,207 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $10.09万 | 0.01% | 371 | 79 | 27.1% | $2.15万 | 加仓 |
| MS | MORGAN STANLEY | $10.26万 | 0.01% | 491 | 114 | 30.2% | $2.38万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $10.39万 | 0.01% | 2,375 | -190 | -7.4% | -$8,314 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $10.44万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $10.60万 | 0.01% | 645 | 645 | — | $10.60万 | 新建仓 |
| RTX | RTX CORPORATION | $10.70万 | 0.01% | 564 | 95 | 20.3% | $1.80万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $10.96万 | 0.01% | 2,981 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $11.23万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $11.33万 | 0.01% | 829 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $11.74万 | 0.01% | 1,966 | 1 | 0.1% | $60 | 加仓 |
| FAS | DIREXION SHARES ETF TRUST | $11.77万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $11.91万 | 0.01% | 957 | -18 | -1.8% | -$2,240 | 减仓 |