13F 机构持仓

Moisand Fitzgerald Tamayo, LLC

ORLANDO FL · SEC CIK 0001649107

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.24亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFAI 14.9%
AVLV 12.1%
SCHR 9.8%
SCHO 9.6%
DIMENSIONAL ET 7.9%
AVUV 7.7%
AVDV 3.9%
DIMENSIONAL ET 3.7%
AVMV 3.6%
DFUV 2.9%

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
FNDA SCHWAB STRATEGIC TR $7,0040.00%184 00.0% — 不变
NBIS NEBIUS GROUP N.V. $6,9050.00%25 00.0% — 不变
FDX FEDEX CORP $6,8890.00%22 00.0% — 不变
CIEN CIENA CORP $6,8680.00%14 00.0% — 不变
XNEAX NUVEEN AMT FREE QLTY MUN INC $6,8450.00%583 00.0% — 不变
MELI MERCADOLIBRE INC $6,7900.00%4 -2-33.3% -$3,395 减仓
ROL ROLLINS INC $6,7620.00%162 00.0% — 不变
IMO IMPERIAL OIL LTD $6,7220.00%60 60— $6,722 新建仓
REZI RESIDEO TECHNOLOGIES INC $6,5000.00%209 00.0% — 不变
AMTM AMENTUM HOLDINGS INC $6,4910.00%314 00.0% — 不变
— CHART INDS INC $6,4780.00%31 00.0% — 不变
EPR EPR PPTYS $6,4400.00%111 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC $6,4200.00%300 00.0% — 不变
BLW BLACKROCK LTD DURATION INCOM $6,2450.00%500 00.0% — 不变
BALL BALL CORP $6,2400.00%100 00.0% — 不变
MSIF MSC INCOME FUND INC $6,2250.00%538 00.0% — 不变
BEP BROOKFIELD RENEWABLE ENERGY $6,0440.00%174 00.0% — 不变
FNDX SCHWAB STRATEGIC TR $5,8780.00%189 00.0% — 不变
NKE NIKE INC $5,7290.00%140 10.7% $41 加仓
BAC BANK OF AMER CORP 看涨期权 $5,6980.00%100 00.0% — 不变
OLN OLIN CORP $5,6490.00%285 00.0% — 不变
CASY CASEYS GEN STORES INC $5,5640.00%7 00.0% — 不变
BWMN BOWMAN CONSULTING GROUP LTD $5,5480.00%190 00.0% — 不变
HAL HALLIBURTON CO $5,4320.00%160 00.0% — 不变
FSCO FS CREDIT OPPORTUNITIES CORP $5,3050.00%1,063 00.0% — 不变
STLD STEEL DYNAMICS INC $5,2780.00%23 00.0% — 不变
KTB KONTOOR BRANDS INC $5,2510.00%63 00.0% — 不变
VSAT VIASAT INC $5,2090.00%58 58— $5,209 新建仓
PUMP PROPETRO HLDG CORP $5,1920.00%362 00.0% — 不变
BMNR BITMINE IMMERSION TECHS INC $5,1250.00%385 00.0% — 不变
CG CARLYLE GROUP INC $5,0950.00%121 00.0% — 不变
VFC V F CORP $5,0040.00%300 00.0% — 不变
CAH CARDINAL HEALTH INC $4,9890.00%21 00.0% — 不变
NMAX NEWSMAX INC $4,9680.00%600 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $4,9660.00%65 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $4,9270.00%22 22— $4,927 新建仓
C CITIGROUP INC $4,8990.00%35 00.0% — 不变
SDIV GLOBAL X FDS $4,8880.00%200 00.0% — 不变
UTHR UNITED THERAPEUTICS CORP DEL $4,8770.00%9 00.0% — 不变
VET VERMILION ENERGY INC $4,8260.00%515 515— $4,826 新建仓
EVR EVERCORE INC $4,7810.00%14 00.0% — 不变
MUR MURPHY OIL CORP $4,7540.00%146 00.0% — 不变
ILMN ILLUMINA INC $4,7480.00%27 00.0% — 不变
ROST ROSS STORES INC $4,6830.00%22 00.0% — 不变
TCBI TEXAS CAP BANCSHARES INC $4,6470.00%45 00.0% — 不变
VMI VALMONT INDS INC $4,6210.00%8 00.0% — 不变
MATX MATSON INC $4,6140.00%24 00.0% — 不变
F FORD MTR CO $4,5870.00%330 -122-27.0% -$1,696 减仓
AVES AMERICAN CENTY ETF TR $4,5270.00%69 00.0% — 不变
PARR PAR PAC HOLDINGS INC $4,3750.00%78 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $4,3650.00%7 00.0% — 不变
GPC GENUINE PARTS CO $4,2480.00%36 00.0% — 不变
WMB WILLIAMS COS INC $4,2380.00%57 00.0% — 不变
FLR FLUOR CORP $4,1920.00%80 00.0% — 不变
NNN NNN REIT INC $4,0490.00%87 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT IN $4,0290.00%22 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $3,9610.00%8 00.0% — 不变
VRSK VERISK ANALYTICS INC $3,9500.00%22 00.0% — 不变
HCA HCA HEALTHCARE INC $3,8990.00%10 00.0% — 不变
SUSA ISHARES TR $3,8580.00%25 00.0% — 不变
WAT WATERS CORP $3,7510.00%10 00.0% — 不变
JSMD JANUS DETROIT STR TR $3,7460.00%37 00.0% — 不变
IDXX IDEXX LABS INC $3,6860.00%7 00.0% — 不变
CTVA CORTEVA INC $3,6420.00%43 00.0% — 不变
GL GLOBE LIFE INC $3,5740.00%20 00.0% — 不变
BYD BOYD GAMING CORP $3,4450.00%39 00.0% — 不变
IP INTERNATIONAL PAPER CO $3,4290.00%90 00.0% — 不变
YUM YUM BRANDS INC $3,3580.00%21 00.0% — 不变
LSTR LANDSTAR SYS INC $3,3090.00%16 00.0% — 不变
BPRE BLUEROCK PVT REAL ESTATE FD $3,2920.00%253 00.0% — 不变
SNA SNAP ON INC $3,2200.00%8 00.0% — 不变
AZO AUTOZONE INC $3,1960.00%1 00.0% — 不变
RKT ROCKET COS INC $3,1500.00%200 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $3,0090.00%47 00.0% — 不变
PNR PENTAIR PLC $2,9900.00%39 00.0% — 不变
VMC VULCAN MATLS CO $2,9510.00%10 00.0% — 不变
CAL CALERES INC $2,8830.00%233 00.0% — 不变
GD GENERAL DYNAMICS CORP $2,8340.00%8 00.0% — 不变
URBN URBAN OUTFITTERS INC $2,7640.00%39 00.0% — 不变
SPHD INVESCO EXCH TRADED FD TR II $2,6950.00%53 00.0% — 不变
VOD VODAFONE GROUP PLC $2,6720.00%202 202— $2,672 新建仓
TDG TRANSDIGM GROUP INC $2,6650.00%2 00.0% — 不变
NOK NOKIA CORP $2,6560.00%200 00.0% — 不变
SF STIFEL FINL CORP $2,5820.00%37 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $2,5700.00%29 27.4% $177 加仓
IMOS CHIPMOS TECHNOLOGIES INC $2,5060.00%39 00.0% — 不变
MRAM EVERSPIN TECHNOLOGIES INC $2,3700.00%98 00.0% — 不变
SKM SK TELECOM CO LTD $2,3480.00%73 73— $2,348 新建仓
IQV IQVIA HLDGS INC $2,3190.00%12 00.0% — 不变
DFIN DONNELLEY FINL SOLUTIONS INC $2,3080.00%55 00.0% — 不变
ET ENERGY TRANSFER L P $2,2180.00%116 00.0% — 不变
GILT GILAT SATELLITE NETWORKS LTD $2,0640.00%155 155— $2,064 新建仓
XPO XPO INC $2,0530.00%10 00.0% — 不变
AKR ACADIA RLTY TR $2,0290.00%97 00.0% — 不变
AIG AMERICAN INTL GROUP INC $2,0130.00%27 00.0% — 不变
SMR NUSCALE PWR CORP $2,0060.00%200 00.0% — 不变
DHI D R HORTON INC $1,9550.00%12 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $1,8060.00%41 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $1,7350.00%100 00.0% — 不变
AUR AURORA INNOVATION INC $1,7050.00%250 00.0% — 不变