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 |
|---|---|---|---|---|---|---|---|---|
| SLVM | SYLVAMO CORP | $338 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC | $297 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $263 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $208 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $207 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $162 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $133 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| JETS | ETF SER SOLUTIONS | $99 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $84 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | SPRUCE POWER HOLDING CORP | $54 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $44 | 0.00% | 0 | 0 | — | -$47 | 清仓 |
| — | ORION PROPERTIES INC | $28 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $27 | 0.00% | 0 | 0 | — | -$32 | 清仓 |
| IBHF | ISHARES TR | $23 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | IMPERIAL PETE INC | $9 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BED BATH & BEYOND INC | $4 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | LA ROSA HLDGS CORP | $3 | 0.00% | 5 | 5 | — | $3 | 新建仓 |
| IAGG | ISHARES TR | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| XBIL | RBB FD INC | $0 | 0.00% | 0 | -534 | -100.0% | -$2.67万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -219 | -100.0% | -$1.78万 | 清仓 |
| ETH | GRAYSCALE ETHEREUM MINI TR E | $0 | 0.00% | 0 | -501 | -100.0% | -$1.41万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -144 | -100.0% | -$1.25万 | 清仓 |
| DIS | DISNEY WALT CO 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.14万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -32 | -100.0% | -$1.12万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -35 | -100.0% | -$1.01万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -50 | -100.0% | -$8,779 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -195 | -100.0% | -$8,354 | 清仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | -85 | -100.0% | -$7,981 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -102 | -100.0% | -$6,340 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -70 | -100.0% | -$5,949 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -49 | -100.0% | -$4,104 | 清仓 |
| REXR | REXFORD INDL RLTY INC | $0 | 0.00% | 0 | -9 | -100.0% | -$344 | 清仓 |
| — | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | -12 | -100.0% | -$336 | 清仓 |
| — | LA ROSA HLDGS CORP | $0 | 0.00% | 0 | -56 | -100.0% | -$36 | 清仓 |