13F 机构持仓

Moisand Fitzgerald Tamayo, LLC

ORLANDO FL · SEC CIK 0001649107

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.24亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFAI 15.1%
AVLV 11.8%
SCHR 10.4%
SCHO 10.2%
AVUV 7.5%
DIMENSIONAL ET 7.4%
AVDV 4.1%
DIMENSIONAL ET 3.7%
AVMV 3.5%
DFUV 2.8%

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
XBIL RBB FD INC $00.00%0 -534-100.0% -$2.67万 清仓
IAU ISHARES GOLD TR $00.00%0 -219-100.0% -$1.78万 清仓
ETH GRAYSCALE ETHEREUM MINI TR E $00.00%0 -501-100.0% -$1.41万 清仓
— COMERICA INC $00.00%0 -144-100.0% -$1.25万 清仓
DIS DISNEY WALT CO 看涨期权 $00.00%0 -100-100.0% -$1.14万 清仓
ADBE ADOBE INC $00.00%0 -32-100.0% -$1.12万 清仓
MU MICRON TECHNOLOGY INC $00.00%0 -35-100.0% -$1.01万 清仓
AMT AMERICAN TOWER CORP NEW $00.00%0 -50-100.0% -$8,779 清仓
— CADENCE BANK $00.00%0 -195-100.0% -$8,354 清仓
IYR ISHARES TR $00.00%0 -85-100.0% -$7,981 清仓
IHI ISHARES TR $00.00%0 -102-100.0% -$6,340 清仓
MRVL MARVELL TECHNOLOGY INC $00.00%0 -70-100.0% -$5,949 清仓
VCIT VANGUARD SCOTTSDALE FDS $00.00%0 -49-100.0% -$4,104 清仓
REXR REXFORD INDL RLTY INC $00.00%0 -9-100.0% -$344 清仓
— NATIONAL STORAGE AFFILIATES $00.00%0 -12-100.0% -$336 清仓
— LA ROSA HLDGS CORP $00.00%0 -56-100.0% -$36 清仓
IAGG ISHARES TR $10.00%0 0— -$1 清仓
— LA ROSA HLDGS CORP $30.00%5 5— $3 新建仓
— BED BATH & BEYOND INC $40.00%6 00.0% — 不变
— IMPERIAL PETE INC $90.00%2 00.0% — 不变
IBHF ISHARES TR $230.00%1 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $270.00%0 0— -$32 清仓
— ORION PROPERTIES INC $280.00%13 00.0% — 不变
VST VISTRA CORP $440.00%0 0— -$47 清仓
— SPRUCE POWER HOLDING CORP $540.00%13 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $840.00%12 00.0% — 不变
JETS ETF SER SOLUTIONS $990.00%4 00.0% — 不变
EMBC EMBECTA CORP $1330.00%15 00.0% — 不变
ABR ARBOR REALTY TRUST INC $1620.00%21 00.0% — 不变
GRAL GRAIL INC $2070.00%4 00.0% — 不变
ALL ALLSTATE CORP $2080.00%1 00.0% — 不变
KD KYNDRYL HLDGS INC $2630.00%20 00.0% — 不变
NXH BED BATH & BEYOND INC $2970.00%64 00.0% — 不变
SLVM SYLVAMO CORP $3380.00%8 00.0% — 不变
PRSU PURSUIT ATTRACTIONS AND HOSP $3670.00%10 00.0% — 不变
OGN ORGANON & CO $3690.00%62 00.0% — 不变
SIRI SIRIUSXM HOLDINGS INC $4620.00%20 00.0% — 不变
RUM RUMBLE INC $5100.00%100 00.0% — 不变
DOW DOW HLDGS INC $5840.00%14 -6-30.0% -$250 减仓
— NAVIENT CORPORATION $6390.00%78 00.0% — 不变
IGV ISHARES TR $8020.00%10 00.0% — 不变
MRAM EVERSPIN TECHNOLOGIES INC $8620.00%98 98— $862 新建仓
WU WESTERN UN CO $8730.00%100 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $9630.00%26 26— $963 新建仓
ON ON SEMICONDUCTOR CORP $9910.00%16 16— $991 新建仓
AUR AURORA INNOVATION INC $1,0300.00%250 00.0% — 不变
VXUS VANGUARD STAR FDS $1,0800.00%14 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD $1,1450.00%38 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $1,1980.00%20 00.0% — 不变
— ALLIANCE ENTERTAINMENT HOLDI $1,3100.00%200 00.0% — 不变
ASML ASML HLDG NV $1,3210.00%1 1— $1,321 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $1,3520.00%4 00.0% — 不变
FIX COMFORT SYS USA INC $1,3830.00%1 -1-50.0% -$1,383 减仓
IMOS CHIPMOS TECHNOLOGIES INC $1,3960.00%39 00.0% — 不变
POOL POOL CORP $1,4170.00%7 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $1,5050.00%100 00.0% — 不变
NOK NOKIA CORP $1,6080.00%200 00.0% — 不变
INSM INSMED INC $1,6360.00%10 00.0% — 不变
DHI D R HORTON INC $1,6470.00%12 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $1,6750.00%41 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP $1,7130.00%43 00.0% — 不变
— COTERRA ENERGY INC $1,7220.00%49 00.0% — 不变
AKR ACADIA RLTY TR $1,8550.00%97 00.0% — 不变
XPO XPO INC $1,9460.00%10 00.0% — 不变
AIG AMERICAN INTL GROUP INC $2,0320.00%27 00.0% — 不变
IQV IQVIA HLDGS INC $2,0470.00%12 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $2,0570.00%27 00.0% — 不变
SMR NUSCALE PWR CORP $2,1680.00%200 00.0% — 不变
FSLY FASTLY INC $2,1800.00%75 00.0% — 不变
INTC INTEL CORP $2,2070.00%50 50— $2,207 新建仓
ET ENERGY TRANSFER L P $2,2390.00%116 00.0% — 不变
TDG TRANSDIGM GROUP INC $2,3180.00%2 00.0% — 不变
CAL CALERES INC $2,4560.00%233 00.0% — 不变
URBN URBAN OUTFITTERS INC $2,4710.00%39 00.0% — 不变
LSTR LANDSTAR SYS INC $2,5650.00%16 00.0% — 不变
DFIN DONNELLEY FINL SOLUTIONS INC $2,5930.00%55 00.0% — 不变
NBIS NEBIUS GROUP N.V. $2,5940.00%25 00.0% — 不变
SPHD INVESCO EXCH TRADED FD TR II $2,6300.00%53 00.0% — 不变
VMC VULCAN MATLS CO $2,7230.00%10 00.0% — 不变
SF STIFEL FINL CORP $2,7360.00%37 -0-1.3% -$37 减仓
GD GENERAL DYNAMICS CORP $2,7460.00%8 00.0% — 不变
GL GLOBE LIFE INC $2,7840.00%20 00.0% — 不变
RKT ROCKET COS INC $2,8500.00%200 -200-50.0% -$2,850 减仓
ROK ROCKWELL AUTOMATION INC $2,8720.00%8 00.0% — 不变
SNA SNAP ON INC $2,9060.00%8 00.0% — 不变
JSMD JANUS DETROIT STR TR $2,9360.00%37 00.0% — 不变
WAT WATERS CORP $2,9780.00%10 10— $2,978 新建仓
NMAX NEWSMAX INC $3,1320.00%600 00.0% — 不变
VMI VALMONT INDS INC $3,1970.00%8 00.0% — 不变
BYD BOYD GAMING CORP $3,2060.00%39 00.0% — 不变
IP INTERNATIONAL PAPER CO $3,2130.00%90 00.0% — 不变
YUM YUM BRANDS INC $3,2660.00%21 00.0% — 不变
SUSA ISHARES TR $3,3030.00%25 00.0% — 不变
ILMN ILLUMINA INC $3,3290.00%27 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $3,3460.00%47 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT IN $3,3560.00%22 00.0% — 不变
AZO AUTOZONE INC $3,3780.00%1 00.0% — 不变
PNR PENTAIR PLC $3,3980.00%39 00.0% — 不变
— FRANKLIN XRP TRUST $3,4880.00%239 239— $3,488 新建仓
CTVA CORTEVA INC $3,6000.00%43 -15-25.9% -$1,256 减仓