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 |
|---|---|---|---|---|---|---|---|---|
| IBHG | ISHARES TR | $1.77万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1.74万 | 0.00% | 68 | 68 | — | $1.74万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $1.72万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $1.71万 | 0.00% | 602 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $1.70万 | 0.00% | 50 | 50 | — | $1.70万 | 新建仓 |
| SSRM | SSR MINING IN | $1.70万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1.70万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1.69万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| — | VANECK ETHEREUM TR | $1.69万 | 0.00% | 734 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW | $1.67万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $1.67万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $1.66万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC | $1.66万 | 0.00% | 1,853 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $1.65万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1.61万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $1.57万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $1.55万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $1.54万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.50万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $1.50万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $1.44万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1.44万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $1.43万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $1.43万 | 0.00% | 80 | -98 | -55.1% | -$1.75万 | 减仓 |
| IRM | IRON MTN INC DEL | $1.43万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $1.43万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $1.41万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC | $1.41万 | 0.00% | 463 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $1.39万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $1.39万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $1.39万 | 0.00% | 192 | 192 | — | $1.39万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $1.39万 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $1.39万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $1.38万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.37万 | 0.00% | 39 | 39 | — | $1.37万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.36万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $1.34万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $1.33万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $1.33万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $1.28万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| IYZ | ISHARES TR | $1.27万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $1.27万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $1.26万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1.25万 | 0.00% | 79 | -31 | -28.2% | -$4,919 | 减仓 |
| BLK | BLACKROCK INC | $1.25万 | 0.00% | 13 | 13 | — | $1.25万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $1.25万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.24万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $1.22万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC | $1.21万 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $1.19万 | 0.00% | 70 | 70 | — | $1.19万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1.19万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $1.18万 | 0.00% | 635 | 635 | — | $1.18万 | 新建仓 |
| ITA | ISHARES TR | $1.16万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $1.16万 | 0.00% | 459 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $1.15万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $1.15万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $1.15万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.14万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.13万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $1.11万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $1.10万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN XRP TRUST | $1.09万 | 0.00% | 964 | 725 | 303.3% | $8,229 | 加仓 |
| APA | APA CORPORATION | $1.08万 | 0.00% | 332 | 209 | 169.9% | $6,808 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $1.07万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $1.07万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| DXPE | DXP ENTERPRISES INC | $1.06万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $1.04万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1.03万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $1.02万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1.01万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $1.01万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $9,932 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $9,700 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EBS | EMERGENT BIOSOLUTIONS INC | $9,520 | 0.00% | 1,136 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $9,503 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $9,383 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| PDN | INVESCO EXCH TRADED FD TR II | $9,267 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $8,984 | 0.00% | 99 | 63 | 175.0% | $5,717 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $8,963 | 0.00% | 745 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $8,960 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $8,892 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $8,836 | 0.00% | 197 | 197 | — | $8,836 | 新建仓 |
| SYK | STRYKER CORPORATION | $8,816 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $8,750 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| BYLD | ISHARES TR | $8,743 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $8,546 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| RWX | SPDR INDEX SHS FDS | $8,499 | 0.00% | 315 | 4 | 1.3% | $108 | 加仓 |
| O | REALTY INCOME CORP | $8,427 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $8,376 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINL GROUP INC | $8,157 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $7,865 | 0.00% | 317 | 317 | — | $7,865 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $7,798 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $7,541 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $7,479 | 0.00% | 181 | 34 | 23.1% | $1,405 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $7,445 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $7,392 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $7,354 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $7,333 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $7,155 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $7,035 | 0.00% | 500 | 0 | 0.0% | — | 不变 |