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 |
|---|---|---|---|---|---|---|---|---|
| LHX | L3HARRIS TECHNOLOGIES INC | $143.99万 | 0.14% | 4,955 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $147.20万 | 0.14% | 13,491 | -197 | -1.4% | -$2.15万 | 减仓 |
| IVE | ISHARES TR | $157.05万 | 0.15% | 6,916 | -64 | -0.9% | -$1.45万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $171.20万 | 0.17% | 2,293 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $172.30万 | 0.17% | 42,935 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $178.24万 | 0.17% | 8,910 | -7 | -0.1% | -$1,400 | 减仓 |
| MSFT | MICROSOFT CORP | $190.29万 | 0.19% | 5,101 | 131 | 2.6% | $4.89万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $197.37万 | 0.19% | 26,911 | -130 | -0.5% | -$9,534 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $208.59万 | 0.20% | 59,923 | -589 | -1.0% | -$2.05万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $208.98万 | 0.20% | 27,247 | -30 | -0.1% | -$2,301 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $212.39万 | 0.21% | 27,260 | 347 | 1.3% | $2.70万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $232.02万 | 0.23% | 78,837 | -542 | -0.7% | -$1.60万 | 减仓 |
| IWV | ISHARES TR | $234.52万 | 0.23% | 5,500 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $241.24万 | 0.24% | 62,190 | -209 | -0.3% | -$8,107 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $249.01万 | 0.24% | 68,921 | -1,556 | -2.2% | -$5.62万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $263.88万 | 0.26% | 39,058 | -794 | -2.0% | -$5.36万 | 减仓 |
| VB | VANGUARD INDEX FDS | $273.83万 | 0.27% | 9,034 | 85 | 0.9% | $2.58万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $294.02万 | 0.29% | 35,107 | 3 | 0.0% | $251 | 加仓 |
| NVDA | NVIDIA CORPORATION | $302.04万 | 0.29% | 15,095 | -2 | -0.0% | -$400 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $309.11万 | 0.30% | 111,592 | -3,419 | -3.0% | -$9.47万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $335.86万 | 0.33% | 40,988 | 338 | 0.8% | $2.77万 | 加仓 |
| AAPL | APPLE INC | $345.32万 | 0.34% | 11,934 | -1,145 | -8.8% | -$33.13万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $394.81万 | 0.39% | 9,111 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $397.55万 | 0.39% | 167,885 | -2,442 | -1.4% | -$5.78万 | 减仓 |
| VO | VANGUARD INDEX FDS | $416.82万 | 0.41% | 51,734 | -394 | -0.8% | -$3.17万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $430.96万 | 0.42% | 19,775 | -33 | -0.2% | -$7,192 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $442.99万 | 0.43% | 49,662 | -609 | -1.2% | -$5.43万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $469.27万 | 0.46% | 86,870 | -2,147 | -2.4% | -$11.60万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $483.12万 | 0.47% | 129,662 | -2,902 | -2.2% | -$10.81万 | 减仓 |
| IWB | ISHARES TR | $520.31万 | 0.51% | 12,706 | -300 | -2.3% | -$12.29万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $614.03万 | 0.60% | 69,872 | -2,924 | -4.0% | -$25.70万 | 减仓 |
| BOXX | EA SERIES TRUST | $622.57万 | 0.61% | 53,170 | 2,187 | 4.3% | $25.61万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $646.36万 | 0.63% | 17,467 | 663 | 3.9% | $24.53万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $958.37万 | 0.94% | 259,931 | -4,518 | -1.7% | -$16.66万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,072.48万 | 1.05% | 291,117 | -2,443 | -0.8% | -$9.00万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,308.09万 | 1.28% | 187,138 | -3,072 | -1.6% | -$21.47万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,418.48万 | 1.39% | 20,653 | -490 | -2.3% | -$33.65万 | 减仓 |
| IVV | ISHARES TR | $1,680.42万 | 1.64% | 22,439 | -463 | -2.0% | -$34.67万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,372.95万 | 2.32% | 590,139 | 2,363 | 0.4% | $9.50万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,943.59万 | 2.87% | 535,101 | -9,482 | -1.7% | -$52.16万 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $3,652.14万 | 3.57% | 453,485 | 8,755 | 2.0% | $70.51万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,807.55万 | 3.72% | 1,455,484 | 10,888 | 0.8% | $28.48万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $3,957.21万 | 3.86% | 384,008 | 5,781 | 1.5% | $59.57万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $7,879.78万 | 7.70% | 631,595 | -1,254 | -0.2% | -$15.64万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $8,066.22万 | 7.88% | 979,623 | 9,180 | 0.9% | $75.59万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $9,854.78万 | 9.62% | 4,082,346 | 161,415 | 4.1% | $389.66万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1.00亿 | 9.81% | 4,074,314 | 177,214 | 4.5% | $437.01万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1.24亿 | 12.08% | 1,356,674 | -1,880 | -0.1% | -$17.15万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.52亿 | 14.88% | 3,693,307 | 93,985 | 2.6% | $387.69万 | 加仓 |