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 |
|---|---|---|---|---|---|---|---|---|
| PYPL | PAYPAL HLDGS INC | $1.46万 | 0.00% | 322 | -200 | -38.3% | -$9,047 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.43万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW | $1.43万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $1.43万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.43万 | 0.00% | 371 | -485 | -56.7% | -$1.86万 | 减仓 |
| HYDB | ISHARES TR | $1.42万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $1.42万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1.41万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $1.41万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $1.41万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1.40万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.36万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $1.36万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $1.35万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $1.34万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $1.33万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $1.28万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $1.28万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $1.26万 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $1.22万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $1.22万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $1.18万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $1.18万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IYZ | ISHARES TR | $1.18万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.18万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $1.16万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $1.15万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $1.15万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $1.15万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $1.15万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $1.14万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.13万 | 0.00% | 200 | 200 | — | $1.13万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $1.10万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC | $1.10万 | 0.00% | 463 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $1.08万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $1.07万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC | $1.06万 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $1.05万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $1.04万 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $1.03万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $1.03万 | 0.00% | 459 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $1.02万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1.02万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1.02万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $1.02万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $9,985 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $9,913 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $9,803 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EBS | EMERGENT BIOSOLUTIONS INC | $9,429 | 0.00% | 1,136 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $9,261 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $9,201 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME OPP | $8,985 | 0.00% | 745 | 0 | 0.0% | — | 不变 |
| PDN | INVESCO EXCH TRADED FD TR II | $8,935 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| DXPE | DXP ENTERPRISES INC | $8,803 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| BYLD | ISHARES TR | $8,697 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $8,661 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $8,653 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $8,632 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $8,474 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $8,392 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $8,388 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $8,321 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $8,308 | 0.00% | 57 | -1 | -1.7% | -$146 | 减仓 |
| VOE | VANGUARD INDEX FDS | $8,293 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| RWX | SPDR INDEX SHS FDS | $8,273 | 0.00% | 311 | 2 | 0.6% | $53 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $8,190 | 0.00% | 314 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $8,172 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $7,885 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $7,836 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $7,617 | 0.00% | 385 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $7,544 | 0.00% | 482 | 482 | — | $7,544 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $7,417 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $7,398 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $7,330 | 0.00% | 139 | 1 | 0.7% | $53 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $7,046 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $7,035 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $6,960 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $6,850 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $6,830 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINL GROUP INC | $6,570 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $6,566 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $6,553 | 0.00% | 538 | 2 | 0.4% | $24 | 重新持有 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $6,548 | 0.00% | 583 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $6,410 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| BLW | BLACKROCK LTD DURATION INCOM | $6,295 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $6,239 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $6,088 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $6,023 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $5,968 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $5,911 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $5,880 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $5,878 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $5,855 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $5,693 | 0.00% | 250 | -160 | -39.0% | -$3,644 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $5,680 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $5,546 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $5,436 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $5,422 | 0.00% | 1,063 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $5,409 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $5,404 | 0.00% | 190 | -6 | -3.1% | -$171 | 减仓 |