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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $4.82万 | 0.01% | 1,069 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $4.74万 | 0.01% | 547 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $4.70万 | 0.01% | 925 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $4.64万 | 0.00% | 504 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $4.62万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $4.52万 | 0.00% | 584 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $4.41万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $4.37万 | 0.00% | 534 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $4.36万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $4.34万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $4.28万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $4.28万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $4.06万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $4.06万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $4.02万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| STBA | S & T BANCORP INC | $3.97万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $3.94万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $3.93万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $3.87万 | 0.00% | 128 | -1 | -0.8% | -$302 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $3.80万 | 0.00% | 1,304 | 0 | 0.0% | — | 不变 |
| NBH | NEUBERGER MUN FD INC | $3.79万 | 0.00% | 3,736 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $3.77万 | 0.00% | 1,291 | -871 | -40.3% | -$2.54万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $3.74万 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $3.71万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $3.65万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $3.65万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $3.58万 | 0.00% | 847 | 6 | 0.7% | $253 | 加仓 |
| DHR | DANAHER CORP DEL | $3.56万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $3.55万 | 0.00% | 741 | 2 | 0.3% | $96 | 加仓 |
| AFL | AFLAC INC | $3.53万 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3.51万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $3.43万 | 0.00% | 297 | -5 | -1.7% | -$577 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $3.33万 | 0.00% | 477 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $3.29万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $3.23万 | 0.00% | 74 | -51 | -40.8% | -$2.23万 | 减仓 |
| EXC | EXELON CORP | $3.22万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $3.17万 | 0.00% | 1,046 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $3.15万 | 0.00% | 1,840 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $3.14万 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $3.11万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $3.02万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $2.96万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.91万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $2.86万 | 0.00% | 608 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $2.85万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $2.73万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $2.67万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.65万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $2.60万 | 0.00% | 2,115 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $2.59万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $2.58万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $2.57万 | 0.00% | 437 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $2.43万 | 0.00% | 792 | 0 | 0.0% | — | 不变 |
| ETHB | ISHARES STAKED ETHEREUM TR E | $2.42万 | 0.00% | 899 | 899 | — | $2.42万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $2.41万 | 0.00% | 1,058 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $2.38万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $2.36万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $2.27万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| — | VANECK ETHEREUM TR | $2.25万 | 0.00% | 734 | -58 | -7.3% | -$1,778 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $2.23万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $2.22万 | 0.00% | 834 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $2.17万 | 0.00% | 2,338 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $2.14万 | 0.00% | 468 | -20 | -4.1% | -$916 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $2.12万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $2.11万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $2.09万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $2.09万 | 0.00% | 1,483 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $2.09万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $2.08万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $2.03万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $2.01万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $2.00万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $1.95万 | 0.00% | 520 | 7 | 1.4% | $263 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1.95万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $1.94万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| ENFR | ALPS ETF TR | $1.91万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1.86万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $1.85万 | 0.00% | 186 | -145 | -43.8% | -$1.44万 | 减仓 |
| CI | THE CIGNA GROUP | $1.79万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1.79万 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $1.78万 | 0.00% | 357 | -136 | -27.6% | -$6,785 | 减仓 |
| IBHG | ISHARES TR | $1.77万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING IN | $1.76万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $1.75万 | 0.00% | 377 | 268 | 245.9% | $1.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $1.74万 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| GNL | GLOBAL NET LEASE INC | $1.73万 | 0.00% | 1,853 | -1,336 | -41.9% | -$1.25万 | 减仓 |
| EMR | EMERSON ELEC CO | $1.73万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $1.71万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $1.70万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1.69万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $1.69万 | 0.00% | 250 | 25 | 11.1% | $1,690 | 加仓 |
| TIP | ISHARES TR | $1.67万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1.64万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1.61万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $1.54万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $1.51万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $1.50万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1.48万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $1.48万 | 0.00% | 602 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.47万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |