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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $12.01万 | 0.01% | 819 | -51 | -5.9% | -$7,479 | 减仓 |
| ICF | ISHARES TR | $12.21万 | 0.01% | 1,805 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $12.27万 | 0.01% | 1,045 | 159 | 17.9% | $1.87万 | 加仓 |
| — | ISHARES ETHEREUM TR | $12.88万 | 0.01% | 10,829 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $13.12万 | 0.01% | 2,894 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $13.19万 | 0.01% | 1,060 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $13.22万 | 0.01% | 3,249 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $13.36万 | 0.01% | 475 | 32 | 7.2% | $8,999 | 加仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $13.40万 | 0.01% | 3,807 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $13.76万 | 0.01% | 331 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $13.92万 | 0.01% | 4,808 | 13 | 0.3% | $376 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $14.18万 | 0.01% | 744 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $14.26万 | 0.01% | 4,064 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $14.48万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $14.55万 | 0.01% | 2,850 | 2,850 | — | $14.55万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $14.98万 | 0.01% | 3,537 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $14.99万 | 0.01% | 1,393 | 407 | 41.3% | $4.38万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $15.04万 | 0.01% | 730 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $16.69万 | 0.02% | 1,007 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $17.39万 | 0.02% | 609 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $18.50万 | 0.02% | 763 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $18.53万 | 0.02% | 566 | 70 | 14.1% | $2.29万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $18.62万 | 0.02% | 3,063 | -230 | -7.0% | -$1.40万 | 减仓 |
| PFE | PFIZER INC | $18.67万 | 0.02% | 7,751 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $20.96万 | 0.02% | 2,016 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $21.27万 | 0.02% | 10,274 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $21.57万 | 0.02% | 798 | 34 | 4.5% | $9,191 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.60万 | 0.02% | 913 | 225 | 32.7% | $5.32万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $21.72万 | 0.02% | 2,174 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $21.73万 | 0.02% | 185 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $22.43万 | 0.02% | 2,930 | -19 | -0.6% | -$1,454 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $22.59万 | 0.02% | 7,091 | 2 | 0.0% | $64 | 加仓 |
| DVY | ISHARES TR | $23.45万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $23.53万 | 0.02% | 658 | 32 | 5.1% | $1.14万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $23.89万 | 0.02% | 4,143 | -73 | -1.7% | -$4,210 | 减仓 |
| VGT | VANGUARD WORLD FD | $23.90万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| QVAL | EA SERIES TRUST | $24.56万 | 0.02% | 4,430 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $24.73万 | 0.02% | 676 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $24.84万 | 0.02% | 1,042 | -46 | -4.2% | -$1.10万 | 减仓 |
| META | META PLATFORMS INC | $25.42万 | 0.02% | 451 | 9 | 2.0% | $5,073 | 加仓 |
| SPTI | SPDR SERIES TRUST | $25.47万 | 0.02% | 8,970 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $27.59万 | 0.03% | 475 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $28.68万 | 0.03% | 549 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $30.70万 | 0.03% | 869 | 37 | 4.4% | $1.31万 | 加仓 |
| QQQ | INVESCO QQQ TR | $30.89万 | 0.03% | 419 | 245 | 140.8% | $18.06万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $31.05万 | 0.03% | 1,782 | 17 | 1.0% | $2,962 | 加仓 |
| SBUX | STARBUCKS CORP | $31.13万 | 0.03% | 3,046 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.26万 | 0.03% | 4,388 | 1,452 | 49.5% | $10.35万 | 加仓 |
| QCOM | QUALCOMM INC | $31.67万 | 0.03% | 1,714 | -52 | -2.9% | -$9,609 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $32.65万 | 0.03% | 1,326 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $33.70万 | 0.03% | 2,631 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $34.38万 | 0.03% | 675 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $34.62万 | 0.03% | 289 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $36.42万 | 0.04% | 996 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $38.86万 | 0.04% | 1,757 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $39.43万 | 0.04% | 1,023 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $39.65万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $39.95万 | 0.04% | 4,140 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $42.32万 | 0.04% | 3,746 | -6 | -0.2% | -$678 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $42.38万 | 0.04% | 2,747 | 191 | 7.5% | $2.95万 | 加仓 |
| WMT | WALMART INC | $42.48万 | 0.04% | 3,751 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $42.57万 | 0.04% | 4,850 | 142 | 3.0% | $1.25万 | 加仓 |
| HD | HOME DEPOT INC | $42.76万 | 0.04% | 1,212 | 3 | 0.2% | $1,058 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $43.75万 | 0.04% | 8,682 | -239 | -2.7% | -$1.20万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $44.74万 | 0.04% | 1,312 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $46.50万 | 0.05% | 4,831 | -125 | -2.5% | -$1.20万 | 减仓 |
| TJX | TJX COS INC NEW | $46.78万 | 0.05% | 3,088 | -82 | -2.6% | -$1.24万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $48.80万 | 0.05% | 1,537 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $49.11万 | 0.05% | 4,590 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $50.13万 | 0.05% | 3,645 | -13 | -0.4% | -$1,788 | 减仓 |
| ORCL | ORACLE CORP | $53.31万 | 0.05% | 3,638 | 293 | 8.8% | $4.29万 | 加仓 |
| DLN | WISDOMTREE TR | $54.56万 | 0.05% | 5,664 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $57.13万 | 0.06% | 4,893 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $57.15万 | 0.06% | 7,382 | -753 | -9.3% | -$5.83万 | 减仓 |
| SCZ | ISHARES TR | $57.44万 | 0.06% | 6,981 | 9 | 0.1% | $740 | 加仓 |
| TFC | TRUIST FINL CORP | $59.14万 | 0.06% | 11,871 | -620 | -5.0% | -$3.09万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $61.55万 | 0.06% | 13,874 | 187 | 1.4% | $8,295 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $63.99万 | 0.06% | 10,862 | 10,862 | — | $63.99万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $65.64万 | 0.06% | 2,520 | -52 | -2.0% | -$1.35万 | 减仓 |
| KO | COCA COLA CO | $66.58万 | 0.07% | 8,192 | 159 | 2.0% | $1.29万 | 加仓 |
| TSLA | TESLA INC | $67.38万 | 0.07% | 1,602 | 1,250 | 355.1% | $52.58万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $69.50万 | 0.07% | 2,103 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $75.61万 | 0.07% | 7,841 | -28 | -0.4% | -$2,700 | 减仓 |
| TXN | TEXAS INSTRS INC | $75.83万 | 0.07% | 2,544 | -63 | -2.4% | -$1.88万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $75.89万 | 0.07% | 17,787 | 146 | 0.8% | $6,229 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $82.43万 | 0.08% | 2,437 | 49 | 2.1% | $1.66万 | 加仓 |
| EFA | ISHARES TR | $83.09万 | 0.08% | 7,999 | -25 | -0.3% | -$2,597 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $84.12万 | 0.08% | 1,681 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $84.64万 | 0.08% | 8,408 | 76 | 0.9% | $7,651 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $85.26万 | 0.08% | 17,718 | -837 | -4.5% | -$4.03万 | 减仓 |
| IJH | ISHARES TR | $96.83万 | 0.09% | 12,558 | 1 | 0.0% | $77 | 加仓 |
| USRT | ISHARES TR | $97.01万 | 0.09% | 14,599 | -138 | -0.9% | -$9,170 | 减仓 |
| WWD | WOODWARD INC | $97.26万 | 0.09% | 2,286 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $106.12万 | 0.10% | 1,673 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $106.37万 | 0.10% | 3,093 | -8 | -0.3% | -$2,751 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $113.83万 | 0.11% | 4,482 | -55 | -1.2% | -$1.40万 | 减仓 |
| — | EXXON MOBIL CORP | $116.83万 | 0.11% | 8,545 | 77 | 0.9% | $1.05万 | 加仓 |
| IJR | ISHARES TR | $117.65万 | 0.11% | 7,933 | -2 | -0.0% | -$297 | 减仓 |
| VBR | VANGUARD INDEX FDS | $125.70万 | 0.12% | 5,173 | 1 | 0.0% | $243 | 加仓 |
| IWM | ISHARES TR | $131.81万 | 0.13% | 4,387 | -96 | -2.1% | -$2.88万 | 减仓 |