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 |
|---|---|---|---|---|---|---|---|---|
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $12.80万 | 0.01% | 4,064 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $13.09万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $13.28万 | 0.01% | 2,894 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $14.31万 | 0.02% | 730 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $14.59万 | 0.02% | 496 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $14.80万 | 0.02% | 688 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $16.15万 | 0.02% | 185 | 121 | 189.1% | $10.56万 | 加仓 |
| IWD | ISHARES TR | $16.30万 | 0.02% | 763 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $16.65万 | 0.02% | 1,229 | 1,229 | — | $16.65万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $17.14万 | 0.02% | 10,829 | 1,981 | 22.4% | $3.14万 | 加仓 |
| VGT | VANGUARD WORLD FD | $17.44万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $17.76万 | 0.02% | 3,537 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $17.99万 | 0.02% | 626 | 24 | 4.0% | $6,899 | 加仓 |
| SPYV | SPDR SERIES TRUST | $18.63万 | 0.02% | 3,293 | -29 | -0.9% | -$1,641 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $18.81万 | 0.02% | 2,936 | -575 | -16.4% | -$3.68万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $19.33万 | 0.02% | 975 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $20.11万 | 0.02% | 2,174 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $20.37万 | 0.02% | 4,216 | -273 | -6.1% | -$1.32万 | 减仓 |
| CVX | CHEVRON CORPORATION | $20.84万 | 0.02% | 1,007 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $21.04万 | 0.02% | 1,312 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $21.50万 | 0.02% | 676 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $21.77万 | 0.02% | 7,751 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $21.93万 | 0.02% | 2,949 | -113 | -3.7% | -$8,401 | 减仓 |
| AMZN | AMAZON COM INC | $22.66万 | 0.02% | 1,088 | -121 | -10.0% | -$2.52万 | 减仓 |
| DVY | ISHARES TR | $22.71万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $22.74万 | 0.02% | 1,766 | 0 | 0.0% | — | 不变 |
| QVAL | EA SERIES TRUST | $23.10万 | 0.02% | 4,430 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $23.74万 | 0.03% | 764 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $23.87万 | 0.03% | 832 | -1 | -0.1% | -$287 | 减仓 |
| META | META PLATFORMS INC | $25.29万 | 0.03% | 442 | 10 | 2.3% | $5,721 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.43万 | 0.03% | 549 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $25.71万 | 0.03% | 8,970 | -3,891 | -30.3% | -$11.15万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $26.09万 | 0.03% | 7,089 | 4 | 0.1% | $147 | 加仓 |
| LLY | ELI LILLY & CO | $26.54万 | 0.03% | 289 | 1 | 0.3% | $918 | 加仓 |
| COP | CONOCOPHILLIPS | $26.61万 | 0.03% | 2,016 | -2 | -0.1% | -$264 | 减仓 |
| JBL | JABIL INC | $27.17万 | 0.03% | 1,023 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $27.29万 | 0.03% | 3,046 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $27.59万 | 0.03% | 1,326 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $29.25万 | 0.03% | 2,631 | -129 | -4.7% | -$1.43万 | 减仓 |
| T | AT&T INC | $29.78万 | 0.03% | 10,274 | 466 | 4.8% | $1.35万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $30.10万 | 0.03% | 996 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $30.37万 | 0.03% | 1,765 | 14 | 0.8% | $2,409 | 加仓 |
| IWN | ISHARES TR | $33.31万 | 0.04% | 1,757 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $33.36万 | 0.04% | 4,140 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $37.26万 | 0.04% | 2,556 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $37.55万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $37.89万 | 0.04% | 3,752 | -11 | -0.3% | -$1,111 | 减仓 |
| HD | HOME DEPOT INC | $39.76万 | 0.04% | 1,209 | -25 | -2.0% | -$8,222 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $40.72万 | 0.04% | 8,921 | -215 | -2.4% | -$9,815 | 减仓 |
| IVW | ISHARES TR | $41.38万 | 0.04% | 3,658 | -15 | -0.4% | -$1,697 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $42.30万 | 0.05% | 1,537 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $43.73万 | 0.05% | 4,708 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $46.05万 | 0.05% | 675 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $46.62万 | 0.05% | 3,751 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $47.77万 | 0.05% | 4,956 | -922 | -15.7% | -$8.89万 | 减仓 |
| CRH | CRH PLC | $48.25万 | 0.05% | 4,590 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $49.21万 | 0.05% | 3,345 | -258 | -7.2% | -$3.80万 | 减仓 |
| DLN | WISDOMTREE TR | $50.60万 | 0.05% | 5,664 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $50.61万 | 0.05% | 2,607 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $50.62万 | 0.05% | 3,170 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $53.19万 | 0.06% | 13,687 | 286 | 2.1% | $1.11万 | 加仓 |
| SCZ | ISHARES TR | $54.67万 | 0.06% | 6,972 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $56.64万 | 0.06% | 4,893 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $57.42万 | 0.06% | 12,491 | -1,505 | -10.8% | -$6.92万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $60.87万 | 0.07% | 8,135 | -684 | -7.8% | -$5.12万 | 减仓 |
| KO | COCA COLA CO | $61.09万 | 0.07% | 8,033 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $63.12万 | 0.07% | 17,641 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $63.56万 | 0.07% | 2,572 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $63.95万 | 0.07% | 2,103 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $69.80万 | 0.08% | 7,869 | -2 | -0.0% | -$177 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $72.23万 | 0.08% | 2,388 | -50 | -2.1% | -$1.51万 | 减仓 |
| EFA | ISHARES TR | $77.94万 | 0.08% | 8,024 | -179 | -2.2% | -$1.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $80.55万 | 0.09% | 1,681 | -131 | -7.2% | -$6.28万 | 减仓 |
| WWD | WOODWARD INC | $81.82万 | 0.09% | 2,286 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $83.87万 | 0.09% | 8,332 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $84.79万 | 0.09% | 12,557 | -80 | -0.6% | -$5,402 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $86.73万 | 0.09% | 18,555 | -552 | -2.9% | -$2.58万 | 减仓 |
| USRT | ISHARES TR | $87.23万 | 0.09% | 14,737 | -267 | -1.8% | -$1.58万 | 减仓 |
| VV | VANGUARD INDEX FDS | $92.67万 | 0.10% | 3,101 | -51 | -1.6% | -$1.52万 | 减仓 |
| DE | DEERE & CO | $94.24万 | 0.10% | 1,673 | -154 | -8.4% | -$8.67万 | 减仓 |
| IJR | ISHARES TR | $98.64万 | 0.11% | 7,935 | -112 | -1.4% | -$1.39万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $110.90万 | 0.12% | 4,537 | -86 | -1.9% | -$2.10万 | 减仓 |
| IWM | ISHARES TR | $111.18万 | 0.12% | 4,483 | -17 | -0.4% | -$4,216 | 减仓 |
| VBR | VANGUARD INDEX FDS | $112.37万 | 0.12% | 5,172 | -32 | -0.6% | -$6,952 | 减仓 |
| SLYV | SPDR SERIES TRUST | $129.46万 | 0.14% | 13,688 | -538 | -3.8% | -$5.09万 | 减仓 |
| IWC | ISHARES TR | $142.32万 | 0.15% | 8,917 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $143.67万 | 0.15% | 8,468 | -3 | -0.0% | -$509 | 减仓 |
| IVE | ISHARES TR | $147.38万 | 0.16% | 6,980 | -337 | -4.6% | -$7.12万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $149.10万 | 0.16% | 2,293 | -22 | -1.0% | -$1.43万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $168.47万 | 0.18% | 27,041 | -177 | -0.7% | -$1.10万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $169.34万 | 0.18% | 42,935 | -247 | -0.6% | -$9,742 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $171.02万 | 0.18% | 4,955 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $183.98万 | 0.20% | 4,970 | 6 | 0.1% | $2,221 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $184.56万 | 0.20% | 60,512 | -1,743 | -2.8% | -$5.32万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $194.66万 | 0.21% | 9,111 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $203.53万 | 0.22% | 79,379 | -1,225 | -1.5% | -$3.14万 | 减仓 |
| IWV | ISHARES TR | $203.87万 | 0.22% | 5,500 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $204.95万 | 0.22% | 70,477 | -1,057 | -1.5% | -$3.07万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $210.52万 | 0.23% | 27,277 | -2,256 | -7.6% | -$17.41万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $211.02万 | 0.23% | 26,913 | -834 | -3.0% | -$6.54万 | 减仓 |