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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $26.54万 | 0.03% | 289 | 1 | 0.3% | $918 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $26.09万 | 0.03% | 7,089 | 4 | 0.1% | $147 | 加仓 |
| SPTI | SPDR SERIES TRUST | $25.71万 | 0.03% | 8,970 | -3,891 | -30.3% | -$11.15万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.43万 | 0.03% | 549 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $25.29万 | 0.03% | 442 | 10 | 2.3% | $5,721 | 加仓 |
| GOOG | ALPHABET INC | $23.87万 | 0.03% | 832 | -1 | -0.1% | -$287 | 减仓 |
| MCD | MCDONALDS CORP | $23.74万 | 0.03% | 764 | 0 | 0.0% | — | 不变 |
| QVAL | EA SERIES TRUST | $23.10万 | 0.02% | 4,430 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $22.74万 | 0.02% | 1,766 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $22.71万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $22.66万 | 0.02% | 1,088 | -121 | -10.0% | -$2.52万 | 减仓 |
| EFV | ISHARES TR | $21.93万 | 0.02% | 2,949 | -113 | -3.7% | -$8,401 | 减仓 |
| PFE | PFIZER INC | $21.77万 | 0.02% | 7,751 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $21.50万 | 0.02% | 676 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $21.04万 | 0.02% | 1,312 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $20.84万 | 0.02% | 1,007 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $20.37万 | 0.02% | 4,216 | -273 | -6.1% | -$1.32万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $20.11万 | 0.02% | 2,174 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $19.33万 | 0.02% | 975 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $18.81万 | 0.02% | 2,936 | -575 | -16.4% | -$3.68万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $18.63万 | 0.02% | 3,293 | -29 | -0.9% | -$1,641 | 减仓 |
| GOOGL | ALPHABET INC | $17.99万 | 0.02% | 626 | 24 | 4.0% | $6,899 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $17.76万 | 0.02% | 3,537 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $17.44万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $17.14万 | 0.02% | 10,829 | 1,981 | 22.4% | $3.14万 | 加仓 |
| CBRE | CBRE GROUP INC | $16.65万 | 0.02% | 1,229 | 1,229 | — | $16.65万 | 新建仓 |
| IWD | ISHARES TR | $16.30万 | 0.02% | 763 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $16.15万 | 0.02% | 185 | 121 | 189.1% | $10.56万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $14.80万 | 0.02% | 688 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $14.59万 | 0.02% | 496 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $14.31万 | 0.02% | 730 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $13.28万 | 0.01% | 2,894 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $13.09万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $12.80万 | 0.01% | 4,064 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $12.67万 | 0.01% | 609 | -43 | -6.6% | -$8,946 | 减仓 |
| PG | PROCTER & GAMBLE CO | $12.57万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $12.04万 | 0.01% | 4,795 | -2,064 | -30.1% | -$5.18万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $11.96万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| SBSI | SOUTHSIDE BANCSHARES INC | $11.84万 | 0.01% | 3,807 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $11.81万 | 0.01% | 1,060 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $11.68万 | 0.01% | 3,249 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $11.28万 | 0.01% | 2,981 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $11.17万 | 0.01% | 1,805 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $10.83万 | 0.01% | 2,565 | -64 | -2.4% | -$2,703 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $10.74万 | 0.01% | 443 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $10.62万 | 0.01% | 1,965 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $10.47万 | 0.01% | 986 | -72 | -6.8% | -$7,643 | 减仓 |
| QQQ | INVESCO QQQ TR | $10.07万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $9.99万 | 0.01% | 763 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $9.89万 | 0.01% | 1,207 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $9.89万 | 0.01% | 744 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $9.82万 | 0.01% | 829 | 32 | 4.0% | $3,791 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $9.66万 | 0.01% | 475 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $9.64万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $9.53万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| FAS | DIREXION SHARES ETF TRUST | $9.48万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $9.25万 | 0.01% | 153 | 58 | 61.1% | $3.51万 | 加仓 |
| GIS | GENERAL MILLS INC | $9.12万 | 0.01% | 2,451 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $9.05万 | 0.01% | 469 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $8.96万 | 0.01% | 331 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $8.93万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $8.49万 | 0.01% | 5,914 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP PA | $8.25万 | 0.01% | 4,692 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $7.79万 | 0.01% | 810 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $7.65万 | 0.01% | 610 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $7.63万 | 0.01% | 730 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $7.61万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看涨期权 | $7.61万 | 0.01% | 300 | 100 | 50.0% | $2.54万 | 加仓 |
| GE | GE AEROSPACE | $7.43万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $7.08万 | 0.01% | 292 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $7.01万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $6.97万 | 0.01% | 1,430 | 1 | 0.1% | $49 | 加仓 |
| CSCO | CISCO SYS INC | $6.87万 | 0.01% | 886 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $6.82万 | 0.01% | 2,483 | 38 | 1.6% | $1,043 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $6.74万 | 0.01% | 1,169 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $6.65万 | 0.01% | 1,620 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $6.62万 | 0.01% | 3,542 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $6.45万 | 0.01% | 733 | 16 | 2.2% | $1,408 | 加仓 |
| WFC | WELLS FARGO & CO | $6.40万 | 0.01% | 804 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $6.39万 | 0.01% | 294 | -20 | -6.4% | -$4,350 | 减仓 |
| PEP | PEPSICO INC | $6.23万 | 0.01% | 401 | 2 | 0.5% | $311 | 加仓 |
| MS | MORGAN STANLEY | $6.20万 | 0.01% | 377 | 0 | 0.0% | — | 不变 |
| FUL | FULLER H B CO | $6.17万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $6.10万 | 0.01% | 774 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $5.98万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $5.80万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $5.65万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5.63万 | 0.01% | 237 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $5.62万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $5.59万 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $5.50万 | 0.01% | 441 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $5.49万 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $5.43万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $5.21万 | 0.01% | 533 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $5.16万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $5.11万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $5.05万 | 0.01% | 541 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $5.03万 | 0.01% | 219 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.90万 | 0.01% | 335 | 18 | 5.7% | $2,633 | 加仓 |
| — | STRATEGY INC | $4.89万 | 0.01% | 692 | 19 | 2.8% | $1,343 | 加仓 |