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 |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | $1.52亿 | 14.88% | 3,693,307 | 93,985 | 2.6% | $387.69万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1.24亿 | 12.08% | 1,356,674 | -1,880 | -0.1% | -$17.15万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $1.00亿 | 9.81% | 4,074,314 | 177,214 | 4.5% | $437.01万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $9,854.78万 | 9.62% | 4,082,346 | 161,415 | 4.1% | $389.66万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8,066.22万 | 7.88% | 979,623 | 9,180 | 0.9% | $75.59万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $7,879.78万 | 7.70% | 631,595 | -1,254 | -0.2% | -$15.64万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $3,957.21万 | 3.86% | 384,008 | 5,781 | 1.5% | $59.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,807.55万 | 3.72% | 1,455,484 | 10,888 | 0.8% | $28.48万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $3,652.14万 | 3.57% | 453,485 | 8,755 | 2.0% | $70.51万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,943.59万 | 2.87% | 535,101 | -9,482 | -1.7% | -$52.16万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,372.95万 | 2.32% | 590,139 | 2,363 | 0.4% | $9.50万 | 加仓 |
| IVV | ISHARES TR | $1,680.42万 | 1.64% | 22,439 | -463 | -2.0% | -$34.67万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,418.48万 | 1.39% | 20,653 | -490 | -2.3% | -$33.65万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,308.09万 | 1.28% | 187,138 | -3,072 | -1.6% | -$21.47万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,072.48万 | 1.05% | 291,117 | -2,443 | -0.8% | -$9.00万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $958.37万 | 0.94% | 259,931 | -4,518 | -1.7% | -$16.66万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $646.36万 | 0.63% | 17,467 | 663 | 3.9% | $24.53万 | 加仓 |
| BOXX | EA SERIES TRUST | $622.57万 | 0.61% | 53,170 | 2,187 | 4.3% | $25.61万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $614.03万 | 0.60% | 69,872 | -2,924 | -4.0% | -$25.70万 | 减仓 |
| IWB | ISHARES TR | $520.31万 | 0.51% | 12,706 | -300 | -2.3% | -$12.29万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $483.12万 | 0.47% | 129,662 | -2,902 | -2.2% | -$10.81万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $469.27万 | 0.46% | 86,870 | -2,147 | -2.4% | -$11.60万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $442.99万 | 0.43% | 49,662 | -609 | -1.2% | -$5.43万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $430.96万 | 0.42% | 19,775 | -33 | -0.2% | -$7,192 | 减仓 |
| VO | VANGUARD INDEX FDS | $416.82万 | 0.41% | 51,734 | -394 | -0.8% | -$3.17万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $397.55万 | 0.39% | 167,885 | -2,442 | -1.4% | -$5.78万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $394.81万 | 0.39% | 9,111 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $345.32万 | 0.34% | 11,934 | -1,145 | -8.8% | -$33.13万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $335.86万 | 0.33% | 40,988 | 338 | 0.8% | $2.77万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $309.11万 | 0.30% | 111,592 | -3,419 | -3.0% | -$9.47万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $302.04万 | 0.29% | 15,095 | -2 | -0.0% | -$400 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $294.02万 | 0.29% | 35,107 | 3 | 0.0% | $251 | 加仓 |
| VB | VANGUARD INDEX FDS | $273.83万 | 0.27% | 9,034 | 85 | 0.9% | $2.58万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $263.88万 | 0.26% | 39,058 | -794 | -2.0% | -$5.36万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $249.01万 | 0.24% | 68,921 | -1,556 | -2.2% | -$5.62万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $241.24万 | 0.24% | 62,190 | -209 | -0.3% | -$8,107 | 减仓 |
| IWV | ISHARES TR | $234.52万 | 0.23% | 5,500 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $232.02万 | 0.23% | 78,837 | -542 | -0.7% | -$1.60万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $212.39万 | 0.21% | 27,260 | 347 | 1.3% | $2.70万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $208.98万 | 0.20% | 27,247 | -30 | -0.1% | -$2,301 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $208.59万 | 0.20% | 59,923 | -589 | -1.0% | -$2.05万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $197.37万 | 0.19% | 26,911 | -130 | -0.5% | -$9,534 | 减仓 |
| MSFT | MICROSOFT CORP | $190.29万 | 0.19% | 5,101 | 131 | 2.6% | $4.89万 | 加仓 |
| IWC | ISHARES TR | $178.24万 | 0.17% | 8,910 | -7 | -0.1% | -$1,400 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $172.30万 | 0.17% | 42,935 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $171.20万 | 0.17% | 2,293 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $157.05万 | 0.15% | 6,916 | -64 | -0.9% | -$1.45万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $147.20万 | 0.14% | 13,491 | -197 | -1.4% | -$2.15万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $143.99万 | 0.14% | 4,955 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $131.81万 | 0.13% | 4,387 | -96 | -2.1% | -$2.88万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $125.70万 | 0.12% | 5,173 | 1 | 0.0% | $243 | 加仓 |
| IJR | ISHARES TR | $117.65万 | 0.11% | 7,933 | -2 | -0.0% | -$297 | 减仓 |
| — | EXXON MOBIL CORP | $116.83万 | 0.11% | 8,545 | 77 | 0.9% | $1.05万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $113.83万 | 0.11% | 4,482 | -55 | -1.2% | -$1.40万 | 减仓 |
| VV | VANGUARD INDEX FDS | $106.37万 | 0.10% | 3,093 | -8 | -0.3% | -$2,751 | 减仓 |
| DE | DEERE & CO | $106.12万 | 0.10% | 1,673 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $97.26万 | 0.09% | 2,286 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $97.01万 | 0.09% | 14,599 | -138 | -0.9% | -$9,170 | 减仓 |
| IJH | ISHARES TR | $96.83万 | 0.09% | 12,558 | 1 | 0.0% | $77 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $85.26万 | 0.08% | 17,718 | -837 | -4.5% | -$4.03万 | 减仓 |
| SGOV | ISHARES TR | $84.64万 | 0.08% | 8,408 | 76 | 0.9% | $7,651 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $84.12万 | 0.08% | 1,681 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $83.09万 | 0.08% | 7,999 | -25 | -0.3% | -$2,597 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $82.43万 | 0.08% | 2,437 | 49 | 2.1% | $1.66万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $75.89万 | 0.07% | 17,787 | 146 | 0.8% | $6,229 | 加仓 |
| TXN | TEXAS INSTRS INC | $75.83万 | 0.07% | 2,544 | -63 | -2.4% | -$1.88万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $75.61万 | 0.07% | 7,841 | -28 | -0.4% | -$2,700 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $69.50万 | 0.07% | 2,103 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $67.38万 | 0.07% | 1,602 | 1,250 | 355.1% | $52.58万 | 加仓 |
| KO | COCA COLA CO | $66.58万 | 0.07% | 8,192 | 159 | 2.0% | $1.29万 | 加仓 |
| VLO | VALERO ENERGY CORP | $65.64万 | 0.06% | 2,520 | -52 | -2.0% | -$1.35万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $63.99万 | 0.06% | 10,862 | 10,862 | — | $63.99万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $61.55万 | 0.06% | 13,874 | 187 | 1.4% | $8,295 | 加仓 |
| TFC | TRUIST FINL CORP | $59.14万 | 0.06% | 11,871 | -620 | -5.0% | -$3.09万 | 减仓 |
| SCZ | ISHARES TR | $57.44万 | 0.06% | 6,981 | 9 | 0.1% | $740 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $57.15万 | 0.06% | 7,382 | -753 | -9.3% | -$5.83万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $57.13万 | 0.06% | 4,893 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $54.56万 | 0.05% | 5,664 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $53.31万 | 0.05% | 3,638 | 293 | 8.8% | $4.29万 | 加仓 |
| IVW | ISHARES TR | $50.13万 | 0.05% | 3,645 | -13 | -0.4% | -$1,788 | 减仓 |
| CRH | CRH PLC | $49.11万 | 0.05% | 4,590 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $48.80万 | 0.05% | 1,537 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $46.78万 | 0.05% | 3,088 | -82 | -2.6% | -$1.24万 | 减仓 |
| DIS | DISNEY WALT CO | $46.50万 | 0.05% | 4,831 | -125 | -2.5% | -$1.20万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $44.74万 | 0.04% | 1,312 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $43.75万 | 0.04% | 8,682 | -239 | -2.7% | -$1.20万 | 减仓 |
| HD | HOME DEPOT INC | $42.76万 | 0.04% | 1,212 | 3 | 0.2% | $1,058 | 加仓 |
| NEE | NEXTERA ENERGY INC | $42.57万 | 0.04% | 4,850 | 142 | 3.0% | $1.25万 | 加仓 |
| WMT | WALMART INC | $42.48万 | 0.04% | 3,751 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $42.38万 | 0.04% | 2,747 | 191 | 7.5% | $2.95万 | 加仓 |
| RWR | SPDR SERIES TRUST | $42.32万 | 0.04% | 3,746 | -6 | -0.2% | -$678 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $39.95万 | 0.04% | 4,140 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $39.65万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $39.43万 | 0.04% | 1,023 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $38.86万 | 0.04% | 1,757 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $36.42万 | 0.04% | 996 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $34.62万 | 0.03% | 289 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $34.38万 | 0.03% | 675 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $33.70万 | 0.03% | 2,631 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $32.65万 | 0.03% | 1,326 | 0 | 0.0% | — | 不变 |