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Moisand Fitzgerald Tamayo, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Moisand Fitzgerald Tamayo, LLC
报告期 2026-03-31 · CIK 0001649107
持仓数
518
前50大市值合计
$885.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 23
增持 44
减持 69
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
DFAS
DIMENSIONAL ETF TRUST
+$6.3M
732,677
+16%
增持
DFAI
DIMENSIONAL ETF TRUST
+$6.0M
2,975,584
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$4.4M
469,938
+15%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SCHR
SCHWAB STRATEGIC TR
+$2.7M
502,831
+9%
增持
SPYM
SPDR SER TR
+$2.1M
341,601
+7%
增持
AVLV
AMERICAN CENTY ETF TR
+$2.0M
129,073
+42%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.5M
704,301
-6%
减持
AVDV
AMERICAN CENTY ETF TR
+$1.1M
351,276
-0%
增持
SPTI
SPDR SER TR
+$1.0M
273,493
+12%
增持
IVV
ISHARES TR
+$932.0K
32,641
+0%
增持
SCHH
SCHWAB STRATEGIC TR
+$853.3K
849,613
+4%
减持
VOO
VANGUARD INDEX FDS
+$838.9K
39,783
-1%
增持
SCHM
SCHWAB STRATEGIC TR
+$830.2K
300,010
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$770.9K
482,687
+2%
减持
DFAT
DIMENSIONAL ETF TRUST
-$755.0K
238,495
-8%
增持
SCHO
SCHWAB STRATEGIC TR
+$680.2K
184,575
+7%
增持
USRT
ISHARES TR
+$477.1K
99,512
+8%
减持
WEC
WEC ENERGY GROUP INC
-$470.6K
5,033
-50%
减持
SLYV
SPDR SER TR
-$467.9K
28,713
-20%
增持
AAPL
APPLE INC
+$457.6K
12,887
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$402.8K
61,119
+10%
减持
SCHA
SCHWAB STRATEGIC TR
-$397.6K
55,112
-18%
增持
DFSV
DIMENSIONAL ETF TRUST
+$382.4K
34,172
+80%
增持
SPMD
SPDR SER TR
+$365.0K
147,722
+2%
增持
SPTS
SPDR SER TR
+$325.4K
83,376
+14%
增持
AVDE
AMERICAN CENTY ETF TR
+$289.6K
53,841
+3%
减持
TFC
TRUIST FINL CORP
-$288.0K
19,294
-12%
增持
NVDA
NVIDIA CORPORATION
+$279.0K
1,951
+8%
减持
HD
HOME DEPOT INC
-$255.9K
2,205
-23%
减持
SCHV
SCHWAB STRATEGIC TR
-$220.9K
48,376
-6%
增持
VO
VANGUARD INDEX FDS
+$220.9K
15,921
+3%
减持
VTI
VANGUARD INDEX FDS
+$219.0K
18,162
-0%
减持
IWB
ISHARES TR
+$216.9K
16,694
-1%
减持
AVSC
AMERICAN CENTY ETF TR
-$213.3K
26,524
-17%
减持
KO
COCA COLA CO
-$209.6K
7,891
-28%
减持
IWC
ISHARES TR
-$208.0K
10,589
-13%
减持
WMT
WALMART INC
-$183.7K
1,712
-44%
减持
DFIV
DIMENSIONAL ETF TRUST
-$171.3K
98,817
-10%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$166.3K
22,119
-10%
减持
NEE
NEXTERA ENERGY INC
-$156.1K
10,125
-10%
减持
SCHF
SCHWAB STRATEGIC TR
+$140.0K
81,132
-3%
减持
AMZN
AMAZON COM INC
-$138.1K
1,451
-58%
减持
DFAX
DIMENSIONAL ETF TRUST
+$133.1K
353,237
-5%
减持
MSFT
MICROSOFT CORP
-$117.6K
3,529
-25%
增持
JNJ
JOHNSON & JOHNSON
-$116.4K
5,386
+0%
增持
TSLA
TESLA INC
+$113.3K
950
+40%
减持
SPYV
SPDR SER TR
-$109.9K
12,090
-22%
减持
PFE
PFIZER INC
-$107.8K
8,630
-4%
增持
PANW
PALO ALTO NETWORKS INC
+$101.6K
760
+111%
减持
LMT
LOCKHEED MARTIN CORP
-$100.1K
64
-76%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$99.5K
2,357
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$96.0K
46,961
-2%
减持
SPSM
SPDR SER TR
-$90.9K
10,214
-21%
清仓
SPYG
SPDR SER TR
-$88.5K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$88.5K
23,383
-1%
减持
SCHX
SCHWAB STRATEGIC TR
+$83.0K
30,701
-1%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$82.8K
300
清仓
LNC
LINCOLN NATL CORP IND
-$82.8K
0
-100%
减持
DFAR
DIMENSIONAL ETF TRUST
-$68.8K
46,509
-8%
减持
DFIC
DIMENSIONAL ETF TRUST
+$63.7K
173,932
-6%
增持
META
META PLATFORMS INC
+$60.0K
553
+16%
减持
DFEV
DIMENSIONAL ETF TRUST
-$59.3K
17,112
-16%
增持
COP
CONOCOPHILLIPS
+$59.0K
875
+271%
增持
AXP
AMERICAN EXPRESS CO
+$58.7K
2,556
+4%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$58.7K
4,816
-0%
建仓
RSPH
INVESCO EXCHANGE TRADED FD T
+$58.3K
200
建仓
RSPN
INVESCO EXCHANGE TRADED FD T
+$56.3K
300
建仓
ILCG
ISHARES TR
+$55.4K
1,000
增持
TXN
TEXAS INSTRS INC
+$54.4K
2,348
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$53.2K
200
+488%
减持
IVE
ISHARES TR
+$50.6K
10,976
-1%
减持
EFV
ISHARES TR
-$50.2K
3,720
-26%
建仓
RSPM
INVESCO EXCHANGE TRADED FD T
+$48.8K
300
增持
V
VISA INC
+$45.6K
230
+667%
建仓
ILCB
ISHARES TR
+$45.1K
800
减持
BSV
VANGUARD BD INDEX FDS
-$45.1K
7,586
-9%
建仓
ILCV
ISHARES TR
+$44.7K
700
建仓
—
LINDE PLC
+$41.6K
117
清仓
—
LINDE PLC
-$38.2K
0
-100%
增持
IMCG
ISHARES TR
+$37.4K
1,374
+78%
增持
UNH
UNITEDHEALTH GROUP INC
+$36.3K
328
+46%
建仓
UAL
UNITED AIRLS HLDGS INC
+$35.4K
800
建仓
RSPF
INVESCO EXCHANGE TRADED FD T
+$35.3K
700
减持
EFG
ISHARES TR
-$34.0K
1,060
-33%
建仓
RSPU
INVESCO EXCHANGE TRADED FD T
+$34.0K
300
减持
VB
VANGUARD INDEX FDS
+$33.6K
12,211
-2%
清仓
VOE
VANGUARD INDEX FDS
-$33.1K
0
-100%
增持
CRM
SALESFORCE INC
+$31.0K
264
+61%
建仓
XLK
SELECT SECTOR SPDR TR
+$30.2K
200
减持
SPDW
SPDR INDEX SHS FDS
+$30.1K
13,535
-1%
增持
GOOGL
ALPHABET INC
+$29.4K
1,103
+15%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$29.0K
0
-100%
清仓
IVOG
VANGUARD ADMIRAL FDS INC
-$28.3K
0
-100%
增持
NKE
NIKE INC
+$27.9K
801
+33%
减持
SCHD
SCHWAB STRATEGIC TR
-$27.8K
292
-55%
增持
MCD
MCDONALDS CORP
+$27.4K
884
+6%
减持
SCHC
SCHWAB STRATEGIC TR
+$27.1K
27,150
-4%
建仓
SMH
VANECK ETF TRUST
+$26.3K
100
减持
VZ
VERIZON COMMUNICATIONS INC
-$26.1K
4,600
-12%
建仓
AX
AXOS FINANCIAL INC
+$24.6K
666
建仓
IMCB
ISHARES TR
+$24.3K
400
清仓
SPIP
SPDR SER TR
-$22.6K
0
-100%
减持
PEP
PEPSICO INC
-$22.4K
454
-22%
减持
PLD
PROLOGIS INC.
-$22.1K
45
-82%
增持
CAT
CATERPILLAR INC
+$21.4K
236
+74%
减持
CVS
CVS HEALTH CORP
-$20.1K
323
-32%
减持
IVW
ISHARES TR
+$19.5K
3,621
-0%
减持
SCZ
ISHARES TR
+$18.4K
7,465
-1%
减持
IJH
ISHARES TR
+$18.2K
3,305
-1%
减持
DISV
DIMENSIONAL ETF TRUST
+$18.1K
44,865
-5%
减持
DIS
DISNEY WALT CO
+$18.0K
6,992
-11%
减持
VBR
VANGUARD INDEX FDS
-$17.8K
6,137
-2%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$17.6K
3,873
-2%
减持
CMCSA
COMCAST CORP NEW
-$17.6K
1,202
-33%
清仓
EMB
ISHARES TR
-$16.9K
0
-100%
增持
MRK
MERCK & CO INC
+$15.5K
758
+29%
清仓
CION
CION INVT CORP
-$14.8K
0
-100%
建仓
MIDD
MIDDLEBY CORP
+$14.7K
100
清仓
HYG
ISHARES TR
-$14.7K
0
-100%
减持
WBD
WARNER BROS DISCOVERY INC
+$14.0K
2,722
-5%
减持
NOBL
PROSHARES TR
-$13.9K
157
-50%
增持
FIVE
FIVE BELOW INC
+$13.2K
76
+443%
建仓
TREX
TREX CO INC
+$12.9K
266
减持
DFAC
DIMENSIONAL ETF TRUST
+$12.4K
14,386
-1%
建仓
VEEV
VEEVA SYS INC
+$12.1K
66
减持
—
EXXON MOBIL CORP
-$12.1K
8,242
-1%
减持
BAC
BANK AMERICA CORP
-$11.4K
1,810
-5%
清仓
GSK
GSK PLC
-$11.3K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
+$11.1K
4,000
-1%
减持
MUB
ISHARES TR
-$11.1K
2,005
-7%
建仓
VSGX
VANGUARD WORLD FD
+$10.9K
209
建仓
PODD
INSULET CORP
+$10.5K
33
减持
GOOG
ALPHABET INC
+$10.1K
953
-5%
清仓
JNK
SPDR SER TR
-$10.1K
0
-100%
减持
GWX
SPDR INDEX SHS FDS
+$9.9K
6,780
-0%
清仓
—
LHC GROUP INC
-$9.5K
0
-100%
减持
BDX
BECTON DICKINSON & CO
-$9.2K
305
-8%
增持
CVX
CHEVRON CORP NEW
+$8.8K
748
+19%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$8.3K
0
-100%
减持
T
AT&T INC
-$8.3K
10,589
-8%
增持
PG
PROCTER AND GAMBLE CO
-$8.0K
3,481
+0%
增持
MET
METLIFE INC
-$7.9K
676
+4%
减持
FITB
FIFTH THIRD BANCORP
-$7.8K
197
-50%
减持
IJT
ISHARES TR
-$7.7K
376
-17%
建仓
BND
VANGUARD BD INDEX FDS
+$7.7K
104
减持
BA
BOEING CO
+$7.4K
381
-1%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$7.4K
90
减持
MAR
MARRIOTT INTL INC NEW
+$7.2K
500
-2%
增持
RJF
RAYMOND JAMES FINL INC
-$7.2K
617
+2%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$7.0K
3,045
+2%
