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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $218.65万 | 0.23% | 62,399 | -161 | -0.3% | -$5,641 | 减仓 |
| VB | VANGUARD INDEX FDS | $234.40万 | 0.25% | 8,949 | -295 | -3.2% | -$7.73万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $236.00万 | 0.25% | 39,852 | -384 | -1.0% | -$2.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $263.28万 | 0.28% | 15,097 | 455 | 3.1% | $7.93万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $263.63万 | 0.28% | 35,104 | -770 | -2.1% | -$5.78万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $284.65万 | 0.31% | 115,011 | -6,548 | -5.4% | -$16.21万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $288.25万 | 0.31% | 40,650 | -134 | -0.3% | -$9,502 | 减仓 |
| AAPL | APPLE INC | $331.93万 | 0.36% | 13,079 | 37 | 0.3% | $9,390 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $366.03万 | 0.39% | 170,327 | -2,489 | -1.4% | -$5.35万 | 减仓 |
| VO | VANGUARD INDEX FDS | $374.26万 | 0.40% | 13,032 | -37 | -0.3% | -$1.06万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $388.63万 | 0.42% | 19,808 | -1,068 | -5.1% | -$20.95万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $426.50万 | 0.46% | 50,271 | -5,181 | -9.3% | -$43.96万 | 减仓 |
| IWB | ISHARES TR | $463.74万 | 0.50% | 13,006 | -82 | -0.6% | -$2.92万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $469.83万 | 0.50% | 89,017 | -3,882 | -4.2% | -$20.49万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $471.00万 | 0.51% | 132,564 | -2,453 | -1.8% | -$8.72万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $539.10万 | 0.58% | 16,804 | -342 | -2.0% | -$10.97万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $557.18万 | 0.60% | 72,796 | -1,778 | -2.4% | -$13.61万 | 减仓 |
| BOXX | EA SERIES TRUST | $592.88万 | 0.64% | 50,983 | 8,395 | 19.7% | $97.63万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $818.73万 | 0.88% | 264,449 | -5,231 | -1.9% | -$16.20万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $997.22万 | 1.07% | 293,560 | -6,986 | -2.3% | -$23.73万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,187.86万 | 1.28% | 190,210 | -4,812 | -2.5% | -$30.05万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,263.37万 | 1.36% | 21,143 | -876 | -4.0% | -$52.34万 | 减仓 |
| IVV | ISHARES TR | $1,495.95万 | 1.61% | 22,902 | -356 | -1.5% | -$23.25万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,990.21万 | 2.14% | 587,776 | -9,331 | -1.6% | -$31.59万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,639.05万 | 2.84% | 544,583 | -11,984 | -2.2% | -$58.07万 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $3,299.01万 | 3.55% | 444,730 | 740 | 0.2% | $5.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,416.47万 | 3.67% | 1,444,596 | 86,016 | 6.3% | $203.43万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $3,776.98万 | 4.06% | 378,227 | -20,337 | -5.1% | -$203.09万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $6,902.76万 | 7.42% | 970,443 | 3,827 | 0.4% | $27.22万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $6,991.09万 | 7.51% | 632,849 | -12,698 | -2.0% | -$140.27万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $9,516.10万 | 10.23% | 3,920,931 | 250,417 | 6.8% | $607.76万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $9,707.68万 | 10.43% | 3,897,100 | 240,942 | 6.6% | $600.19万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1.10亿 | 11.77% | 1,358,554 | 219,614 | 19.3% | $1,770.31万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.40亿 | 15.07% | 3,599,322 | -28,388 | -0.8% | -$110.60万 | 减仓 |