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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $31.67万 | 0.03% | 1,714 | -52 | -2.9% | -$9,609 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.26万 | 0.03% | 4,388 | 1,452 | 49.5% | $10.35万 | 加仓 |
| SBUX | STARBUCKS CORP | $31.13万 | 0.03% | 3,046 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $31.05万 | 0.03% | 1,782 | 17 | 1.0% | $2,962 | 加仓 |
| QQQ | INVESCO QQQ TR | $30.89万 | 0.03% | 419 | 245 | 140.8% | $18.06万 | 加仓 |
| GOOG | ALPHABET INC | $30.70万 | 0.03% | 869 | 37 | 4.4% | $1.31万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $28.68万 | 0.03% | 549 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $27.59万 | 0.03% | 475 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $25.47万 | 0.02% | 8,970 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $25.42万 | 0.02% | 451 | 9 | 2.0% | $5,073 | 加仓 |
| AMZN | AMAZON COM INC | $24.84万 | 0.02% | 1,042 | -46 | -4.2% | -$1.10万 | 减仓 |
| OEF | ISHARES TR | $24.73万 | 0.02% | 676 | 0 | 0.0% | — | 不变 |
| QVAL | EA SERIES TRUST | $24.56万 | 0.02% | 4,430 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $23.90万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $23.89万 | 0.02% | 4,143 | -73 | -1.7% | -$4,210 | 减仓 |
| GOOGL | ALPHABET INC | $23.53万 | 0.02% | 658 | 32 | 5.1% | $1.14万 | 加仓 |
| DVY | ISHARES TR | $23.45万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $22.59万 | 0.02% | 7,091 | 2 | 0.0% | $64 | 加仓 |
| EFV | ISHARES TR | $22.43万 | 0.02% | 2,930 | -19 | -0.6% | -$1,454 | 减仓 |
| GEV | GE VERNOVA INC | $21.73万 | 0.02% | 185 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $21.72万 | 0.02% | 2,174 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.60万 | 0.02% | 913 | 225 | 32.7% | $5.32万 | 加仓 |
| MCD | MCDONALDS CORP | $21.57万 | 0.02% | 798 | 34 | 4.5% | $9,191 | 加仓 |
| T | AT&T INC | $21.27万 | 0.02% | 10,274 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $20.96万 | 0.02% | 2,016 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $18.67万 | 0.02% | 7,751 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $18.62万 | 0.02% | 3,063 | -230 | -7.0% | -$1.40万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $18.53万 | 0.02% | 566 | 70 | 14.1% | $2.29万 | 加仓 |
| IWD | ISHARES TR | $18.50万 | 0.02% | 763 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $17.39万 | 0.02% | 609 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $16.69万 | 0.02% | 1,007 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $15.04万 | 0.01% | 730 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $14.99万 | 0.01% | 1,393 | 407 | 41.3% | $4.38万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $14.98万 | 0.01% | 3,537 | 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 |
| CAT | CATERPILLAR INC | $14.48万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $14.26万 | 0.01% | 4,064 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $14.18万 | 0.01% | 744 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $13.92万 | 0.01% | 4,808 | 13 | 0.3% | $376 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $13.76万 | 0.01% | 331 | 0 | 0.0% | — | 不变 |
| SBSI | SOUTHSIDE BANCSHARES INC | $13.40万 | 0.01% | 3,807 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $13.36万 | 0.01% | 475 | 32 | 7.2% | $8,999 | 加仓 |
| DES | WISDOMTREE TR | $13.22万 | 0.01% | 3,249 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $13.19万 | 0.01% | 1,060 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $13.12万 | 0.01% | 2,894 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $12.88万 | 0.01% | 10,829 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $12.27万 | 0.01% | 1,045 | 159 | 17.9% | $1.87万 | 加仓 |
| ICF | ISHARES TR | $12.21万 | 0.01% | 1,805 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $12.01万 | 0.01% | 819 | -51 | -5.9% | -$7,479 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $11.91万 | 0.01% | 957 | -18 | -1.8% | -$2,240 | 减仓 |
| FAS | DIREXION SHARES ETF TRUST | $11.77万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $11.74万 | 0.01% | 1,966 | 1 | 0.1% | $60 | 加仓 |
| IJS | ISHARES TR | $11.33万 | 0.01% | 829 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $11.23万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $10.96万 | 0.01% | 2,981 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $10.70万 | 0.01% | 564 | 95 | 20.3% | $1.80万 | 加仓 |
| ITOT | ISHARES TR | $10.60万 | 0.01% | 645 | 645 | — | $10.60万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $10.44万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $10.39万 | 0.01% | 2,375 | -190 | -7.4% | -$8,314 | 减仓 |
| MS | MORGAN STANLEY | $10.26万 | 0.01% | 491 | 114 | 30.2% | $2.38万 | 加仓 |
| UNP | UNION PAC CORP | $10.09万 | 0.01% | 371 | 79 | 27.1% | $2.15万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $10.03万 | 0.01% | 1,207 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $9.93万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $9.79万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $9.66万 | 0.01% | 763 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP PA | $9.54万 | 0.01% | 4,692 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $9.52万 | 0.01% | 252 | 112 | 80.0% | $4.23万 | 加仓 |
| IEFA | ISHARES TR | $9.34万 | 0.01% | 967 | 633 | 189.5% | $6.11万 | 加仓 |
| ABBV | ABBVIE INC | $9.11万 | 0.01% | 362 | 68 | 23.1% | $1.71万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $9.10万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $8.53万 | 0.01% | 2,451 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $8.46万 | 0.01% | 5,914 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $8.44万 | 0.01% | 850 | 120 | 16.4% | $1.19万 | 加仓 |
| BAC | BANK OF AMER CORP | $8.16万 | 0.01% | 1,431 | 1 | 0.1% | $57 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $8.05万 | 0.01% | 164 | 29 | 21.5% | $1.42万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $7.81万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $7.79万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $7.70万 | 0.01% | 1,620 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $7.61万 | 0.01% | 774 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $7.52万 | 0.01% | 145 | 28 | 23.9% | $1.45万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $7.48万 | 0.01% | 3,542 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $7.42万 | 0.01% | 749 | 16 | 2.2% | $1,586 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $7.18万 | 0.01% | 237 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $6.76万 | 0.01% | 1,169 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $6.64万 | 0.01% | 804 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $6.62万 | 0.01% | 2,483 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $6.57万 | 0.01% | 541 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $6.56万 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $6.51万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $6.35万 | 0.01% | 890 | 80 | 9.9% | $5,712 | 加仓 |
| XBI | SPDR SERIES TRUST | $6.33万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $6.29万 | 0.01% | 655 | 45 | 7.4% | $4,319 | 加仓 |
| FUL | FULLER H B CO | $5.83万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $5.81万 | 0.01% | 584 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $5.75万 | 0.01% | 533 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $5.71万 | 0.01% | 134 | 42 | 45.7% | $1.79万 | 加仓 |
| LOW | LOWES COS INC | $5.58万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $5.56万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $5.53万 | 0.01% | 1,069 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $5.45万 | 0.01% | 403 | 2 | 0.5% | $270 | 加仓 |