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 |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | $5.34万 | 0.01% | 284 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $5.30万 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $5.22万 | 0.01% | 547 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $5.04万 | 0.00% | 355 | -79 | -18.2% | -$1.12万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $4.97万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $4.96万 | 0.00% | 504 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $4.88万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $4.85万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $4.78万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $4.76万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $4.74万 | 0.00% | 300 | 100 | 50.0% | $1.58万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $4.72万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| STBA | S & T BANCORP INC | $4.66万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $4.62万 | 0.00% | 534 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $4.61万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $4.58万 | 0.00% | 292 | 218 | 294.6% | $3.42万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $4.50万 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.49万 | 0.00% | 94 | 90 | 2,250.0% | $4.30万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $4.47万 | 0.00% | 421 | 1 | 0.2% | $106 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $4.41万 | 0.00% | 1,304 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $4.39万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| — | FIDELITY MERRIMACK STR TR | $4.37万 | 0.00% | 866 | 866 | — | $4.37万 | 新建仓 |
| IEMG | ISHARES INC | $4.34万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $4.30万 | 0.00% | 404 | 404 | — | $4.30万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $4.26万 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $4.23万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC | $4.21万 | 0.00% | 716 | 24 | 3.5% | $1,412 | 加仓 |
| MRK | MERCK & CO INC | $4.20万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $4.11万 | 0.00% | 190 | -25 | -11.6% | -$5,412 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.08万 | 0.00% | 350 | 15 | 4.5% | $1,750 | 加仓 |
| NBH | NEUBERGER MUN FD INC | $3.94万 | 0.00% | 3,736 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $3.92万 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $3.85万 | 0.00% | 447 | 3 | 0.7% | $258 | 加仓 |
| MSTR | STRATEGY INC | $3.83万 | 0.00% | 441 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $3.78万 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $3.75万 | 0.00% | 1,291 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $3.66万 | 0.00% | 428 | 414 | 2,957.1% | $3.54万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3.61万 | 0.00% | 856 | 9 | 1.1% | $380 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $3.61万 | 0.00% | 477 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $3.58万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $3.58万 | 0.00% | 749 | 8 | 1.1% | $382 | 加仓 |
| CCL | CARNIVAL CORP LTD | $3.43万 | 0.00% | 1,200 | 1,200 | — | $3.43万 | 新建仓 |
| PFF | ISHARES TR | $3.19万 | 0.00% | 1,046 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $3.14万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $3.10万 | 0.00% | 2,115 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $3.07万 | 0.00% | 1,840 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $3.06万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $3.01万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $2.96万 | 0.00% | 299 | 113 | 60.8% | $1.12万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2.96万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $2.92万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $2.92万 | 0.00% | 34 | 4 | 13.3% | $3,432 | 加仓 |
| AAPL | APPLE INC 看涨期权 | $2.89万 | 0.00% | 100 | -200 | -66.7% | -$5.79万 | 减仓 |
| CLX | CLOROX CO DEL | $2.89万 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.76万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $2.75万 | 0.00% | 437 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $2.74万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $2.74万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $2.73万 | 0.00% | 160 | 160 | — | $2.73万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $2.71万 | 0.00% | 1,058 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $2.71万 | 0.00% | 527 | 7 | 1.3% | $360 | 加仓 |
| SMH | VANECK ETF TRUST | $2.62万 | 0.00% | 40 | 29 | 263.6% | $1.90万 | 加仓 |
| WELL | WELLTOWER INC | $2.56万 | 0.00% | 113 | 113 | — | $2.56万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $2.51万 | 0.00% | 792 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.45万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $2.42万 | 0.00% | 834 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $2.42万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $2.41万 | 0.00% | 61 | 61 | — | $2.41万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $2.40万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $2.40万 | 0.00% | 172 | 122 | 244.0% | $1.70万 | 加仓 |
| EG | EVEREST GROUP LTD | $2.29万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.28万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $2.27万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $2.25万 | 0.00% | 608 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $2.23万 | 0.00% | 134 | 45 | 50.6% | $7,500 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2.21万 | 0.00% | 43 | 15 | 53.6% | $7,704 | 加仓 |
| PGR | PROGRESSIVE CORP | $2.21万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $2.20万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $2.18万 | 0.00% | 270 | 20 | 8.0% | $1,616 | 加仓 |
| AES | AES CORP | $2.17万 | 0.00% | 1,483 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $2.17万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $2.16万 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $2.13万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $2.13万 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $2.12万 | 0.00% | 156 | -312 | -66.7% | -$4.23万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $2.10万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $2.04万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $2.03万 | 0.00% | 150 | 115 | 328.6% | $1.56万 | 加仓 |
| ENFR | ALPS ETF TR | $1.91万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $1.91万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $1.90万 | 0.00% | 86 | 86 | — | $1.90万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.90万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $1.89万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1.87万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $1.85万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $1.83万 | 0.00% | 86 | 50 | 138.9% | $1.07万 | 加仓 |
| ETHB | ISHARES STAKED ETHEREUM TR E | $1.82万 | 0.00% | 899 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $1.81万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $1.81万 | 0.00% | 2,338 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $1.81万 | 0.00% | 357 | 0 | 0.0% | — | 不变 |