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 |
|---|---|---|---|---|---|---|---|---|
| UTHR | UNITED THERAPEUTICS CORP DEL | $5,337 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $5,308 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $5,264 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $5,221 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $5,218 | 0.00% | 452 | 1 | 0.2% | $12 | 加仓 |
| PUMP | PROPETRO HLDG CORP | $5,217 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $5,126 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $5,097 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $5,096 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL X FDS | $5,052 | 0.00% | 200 | 200 | — | $5,052 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $4,929 | 0.00% | 300 | 300 | — | $4,929 | 新建仓 |
| PARR | PAR PAC HOLDINGS INC | $4,886 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP 看涨期权 | $4,875 | 0.00% | 100 | 100 | — | $4,875 | 新建仓 |
| ROST | ROSS STORES INC | $4,766 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $4,733 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $4,725 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $4,627 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $4,438 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $4,429 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAP BANCSHARES INC | $4,270 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $4,218 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $4,203 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $4,180 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $4,175 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $4,149 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $4,140 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AVES | AMERICAN CENTY ETF TR | $4,139 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $3,970 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $3,935 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $3,934 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $3,807 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $3,732 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $3,697 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $3,657 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $3,600 | 0.00% | 43 | -15 | -25.9% | -$1,256 | 减仓 |
| — | FRANKLIN XRP TRUST | $3,488 | 0.00% | 239 | 239 | — | $3,488 | 新建仓 |
| PNR | PENTAIR PLC | $3,398 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $3,378 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3,356 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3,346 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $3,329 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $3,303 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $3,266 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $3,213 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $3,206 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $3,197 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $3,132 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2,978 | 0.00% | 10 | 10 | — | $2,978 | 新建仓 |
| JSMD | JANUS DETROIT STR TR | $2,936 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $2,906 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $2,872 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $2,850 | 0.00% | 200 | -200 | -50.0% | -$2,850 | 减仓 |
| GL | GLOBE LIFE INC | $2,784 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $2,746 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $2,736 | 0.00% | 37 | -0 | -1.3% | -$37 | 减仓 |
| VMC | VULCAN MATLS CO | $2,723 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $2,630 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $2,594 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $2,593 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $2,565 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC | $2,471 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| CAL | CALERES INC | $2,456 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $2,318 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $2,239 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $2,207 | 0.00% | 50 | 50 | — | $2,207 | 新建仓 |
| FSLY | FASTLY INC | $2,180 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $2,168 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,057 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $2,047 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $2,032 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $1,946 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA RLTY TR | $1,855 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $1,722 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $1,713 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $1,675 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $1,647 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $1,636 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $1,608 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,505 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $1,417 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IMOS | CHIPMOS TECHNOLOGIES INC | $1,396 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $1,383 | 0.00% | 1 | -1 | -50.0% | -$1,383 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,352 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $1,321 | 0.00% | 1 | 1 | — | $1,321 | 新建仓 |
| — | ALLIANCE ENTERTAINMENT HOLDI | $1,310 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $1,198 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1,145 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $1,080 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $1,030 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $991 | 0.00% | 16 | 16 | — | $991 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $963 | 0.00% | 26 | 26 | — | $963 | 新建仓 |
| WU | WESTERN UN CO | $873 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $862 | 0.00% | 98 | 98 | — | $862 | 新建仓 |
| IGV | ISHARES TR | $802 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | NAVIENT CORPORATION | $639 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $584 | 0.00% | 14 | -6 | -30.0% | -$250 | 减仓 |
| RUM | RUMBLE INC | $510 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $462 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $369 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $367 | 0.00% | 10 | 0 | 0.0% | — | 不变 |