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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 39
减持 79
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
DFAS
DIMENSIONAL ETF TRUST
+$4.8M
792,218
+8%
增持
AVUV
AMERICAN CENTY ETF TR
+$4.6M
507,757
+8%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.4M
3,022,075
+2%
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
AVLV
AMERICAN CENTY ETF TR
+$2.0M
161,387
+25%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.6M
308,889
+3%
增持
SPYM
SPDR SER TR
+$1.4M
341,929
+0%
增持
SCHH
SCHWAB STRATEGIC TR
+$1.2M
909,572
+7%
减持
IVV
ISHARES TR
+$839.7K
31,989
-2%
减持
VOO
VANGUARD INDEX FDS
+$757.8K
38,595
-3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$535.7K
496,468
+3%
增持
SCHR
SCHWAB STRATEGIC TR
+$508.1K
524,876
+4%
增持
SPMD
SPDR SER TR
+$370.0K
149,507
+1%
减持
DFAT
DIMENSIONAL ETF TRUST
+$361.8K
236,578
-1%
减持
DFUV
DIMENSIONAL ETF TRUST
+$361.5K
693,956
-1%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$358.0K
16,178
-27%
减持
SLYV
SPDR SER TR
-$294.5K
24,522
-15%
减持
VTI
VANGUARD INDEX FDS
+$289.2K
18,141
-0%
减持
IWB
ISHARES TR
+$287.6K
16,606
-1%
减持
SCHV
SCHWAB STRATEGIC TR
-$286.8K
43,012
-11%
增持
USRT
ISHARES TR
+$272.8K
102,862
+3%
减持
NVDA
NVIDIA CORPORATION
+$271.1K
1,922
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$222.3K
4,736
-38%
减持
SCHA
SCHWAB STRATEGIC TR
-$219.9K
47,739
-13%
减持
AVSC
AMERICAN CENTY ETF TR
-$170.3K
21,905
-17%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$166.2K
43,095
-8%
减持
DFUS
DIMENSIONAL ETF TRUST
+$155.8K
59,621
-2%
增持
SPTI
SPDR SER TR
-$141.2K
274,785
+0%
减持
MSFT
MICROSOFT CORP
+$141.2K
3,402
-4%
减持
VO
VANGUARD INDEX FDS
+$130.0K
15,844
-0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$120.1K
37,823
+11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$120.0K
1,442
-27%
减持
AAPL
APPLE INC
+$107.4K
11,510
-11%
减持
SCHX
SCHWAB STRATEGIC TR
+$96.5K
30,198
-2%
减持
IVE
ISHARES TR
-$94.7K
9,746
-11%
增持
SCHO
SCHWAB STRATEGIC TR
-$84.1K
185,628
+1%
增持
AVDV
AMERICAN CENTY ETF TR
+$83.5K
358,341
+2%
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$82.8K
0
-100%
减持
VTV
VANGUARD INDEX FDS
+$76.2K
23,262
-1%
减持
DFAR
DIMENSIONAL ETF TRUST
-$73.5K
43,028
-7%
增持
DIS
DISNEY WALT CO
-$71.1K
7,045
+1%
减持
VB
VANGUARD INDEX FDS
+$68.3K
11,982
-2%
增持
—
ROYAL CARIBBEAN GROUP
+$66.4K
1,587
+6%
减持
SPSM
SPDR SER TR
-$58.4K
8,428
-17%
清仓
RSPH
INVESCO EXCHANGE TRADED FD T
-$58.3K
0
-100%
清仓
RSPN
INVESCO EXCHANGE TRADED FD T
-$56.3K
0
-100%
减持
RWR
SPDR SER TR
-$55.5K
3,937
-15%
清仓
ILCG
ISHARES TR
-$55.4K
0
-100%
减持
DFAU
DIMENSIONAL ETF TRUST
-$55.1K
869
-70%
减持
VV
VANGUARD INDEX FDS
+$53.1K
3,572
-1%
减持
VBR
VANGUARD INDEX FDS
-$51.8K
5,577
-9%
减持
AMZN
AMAZON COM INC
-$51.3K
756
-48%
增持
DFAC
DIMENSIONAL ETF TRUST
+$50.1K
15,347
+7%
减持
SPYV
SPDR SER TR
-$49.2K
10,256
-15%
清仓
RSPM
INVESCO EXCHANGE TRADED FD T
-$48.8K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$47.3K
224
-32%
减持
SPY
SPDR S&P 500 ETF TR
+$46.8K
2,299
-3%
增持
IJR
ISHARES TR
+$46.4K
8,870
+2%
清仓
ILCB
ISHARES TR
-$45.1K
0
-100%
清仓
ILCV
ISHARES TR
-$44.7K
0
-100%
减持
V
VISA INC
-$44.7K
30
-87%
减持
IWM
ISHARES TR
+$44.7K
5,078
-0%
减持
SCHF
SCHWAB STRATEGIC TR
+$44.2K
80,438
-1%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$43.6K
3,435
-11%
减持
DFIC
DIMENSIONAL ETF TRUST
-$42.4K
170,714
-2%
增持
AVDE
AMERICAN CENTY ETF TR
+$37.4K
54,145
+1%
减持
IWC
ISHARES TR
+$36.4K
10,458
-1%
增持
SO
SOUTHERN CO
+$35.6K
957
+111%
清仓
RSPF
INVESCO EXCHANGE TRADED FD T
-$35.3K
0
-100%
增持
T
AT&T INC
-$34.9K
10,591
+0%
清仓
RSPU
INVESCO EXCHANGE TRADED FD T
-$34.0K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$33.6K
12,328
-9%
减持
META
META PLATFORMS INC
+$32.0K
520
-6%
减持
IMCG
ISHARES TR
-$31.9K
774
-44%
减持
NKE
NIKE INC
-$31.9K
601
-25%
建仓
EVRG
EVERGY INC
+$31.2K
534
清仓
AX
AXOS FINANCIAL INC
-$24.6K
0
-100%
建仓
SCHG
SCHWAB STRATEGIC TR
+$24.4K
326
清仓
IMCB
ISHARES TR
-$24.3K
0
-100%
减持
DFIV
DIMENSIONAL ETF TRUST
-$23.4K
96,239
-3%
减持
TSLA
TESLA INC
+$23.1K
841
-11%
减持
CVX
CHEVRON CORP NEW
-$22.8K
631
-16%
减持
IJH
ISHARES TR
-$22.1K
3,077
-7%
减持
IVW
ISHARES TR
+$21.8K
3,592
-1%
减持
DFAX
DIMENSIONAL ETF TRUST
+$20.8K
350,342
-1%
清仓
VAC
MARRIOTT VACATIONS WORLDWIDE
-$20.8K
0
-100%
增持
RWM
PROSHARES TR
+$20.6K
2,035
+89%
减持
CAT
CATERPILLAR INC
-$20.5K
136
-42%
减持
TXN
TEXAS INSTRS INC
-$20.2K
2,314
-1%
减持
BIV
VANGUARD BD INDEX FDS
-$19.5K
3,589
-5%
减持
GWX
SPDR INDEX SHS FDS
-$18.2K
6,286
-7%
减持
CRM
SALESFORCE INC
-$18.1K
164
-38%
增持
MAR
MARRIOTT INTL INC NEW
+$17.2K
545
+9%
建仓
CTO
CTO RLTY GROWTH INC NEW
+$16.4K
954
减持
MRK
MERCK & CO INC
-$16.1K
559
-26%
减持
GOOG
ALPHABET INC
+$15.6K
948
-1%
建仓
PKST
PEAKSTONE REALTY TRUST
+$15.5K
554
增持
—
EXXON MOBIL CORP
-$14.7K
8,290
+1%
清仓
MIDD
MIDDLEBY CORP
-$14.7K
0
-100%
增持
SBUX
STARBUCKS CORP
-$14.5K
3,046
+0%
减持
DISV
DIMENSIONAL ETF TRUST
-$14.4K
44,552
-1%
减持
SCHC
SCHWAB STRATEGIC TR
-$14.0K
26,687
-2%
减持
MUB
ISHARES TR
-$13.1K
1,901
-5%
清仓
TREX
TREX CO INC
-$12.9K
0
-100%
增持
DAL
DELTA AIR LINES INC DEL
+$12.3K
563
+36%
清仓
VEEV
VEEVA SYS INC
-$12.1K
0
-100%
减持
DFEV
DIMENSIONAL ETF TRUST
+$12.0K
16,907
-1%
减持
SCHB
SCHWAB STRATEGIC TR
+$11.6K
3,927
-2%
减持
SCZ
ISHARES TR
-$11.3K
7,340
-2%
建仓
ITA
ISHARES TR
+$11.1K
95
清仓
VSGX
VANGUARD WORLD FD
-$10.9K
0
-100%
减持
AVUS
AMERICAN CENTY ETF TR
+$10.1K
2,823
-1%
减持
GOOGL
ALPHABET INC
-$9.6K
876
-21%
减持
NBH
NEUBERGER BERMAN MUN FD INC
-$9.0K
4,401
-11%
增持
SPTS
SPDR SER TR
-$9.0K
84,337
+1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$8.6K
556
+1%
增持
IXUS
ISHARES TR
+$8.4K
812
+19%
减持
PYPL
PAYPAL HLDGS INC
-$8.3K
576
-6%
减持
WBD
WARNER BROS DISCOVERY INC
-$8.1K
2,630
-3%
清仓
BND
VANGUARD BD INDEX FDS
-$7.7K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$7.6K
71
+42%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$7.2K
74
建仓
—
MIND MEDICINE MINDMED INC
+$7.1K
2,000
建仓
SHOP
SHOPIFY INC
+$6.5K
100
建仓
BWMN
BOWMAN CONSULTING GROUP LTD
+$6.4K
201
减持
AXP
AMERICAN EXPRESS CO
+$6.2K
2,456
-4%
减持
RJF
RAYMOND JAMES FINL INC
+$5.3K
606
-2%
增持
—
NEW YORK CMNTY BANCORP INC
+$5.3K
2,329
+1%
增持
OXSQ
OXFORD SQUARE CAP CORP
-$5.1K
12,709
+4%
减持
EFV
ISHARES TR
-$4.8K
3,591
-3%
减持
PG
PROCTER AND GAMBLE CO
-$4.6K
3,381
-3%
增持
PLD
PROLOGIS INC.
+$4.3K
81
+80%
增持
F
FORD MTR CO DEL
+$4.2K
1,644
+0%
建仓
CLB
CORE LABORATORIES INC
+$4.2K
180
增持
SMH
VANECK ETF TRUST
+$4.1K
200
+100%
清仓
D
DOMINION ENERGY INC
-$4.0K
0
-100%
清仓
—
CORE LABORATORIES N V
-$4.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$3.5K
747
-7%
增持
VLY
VALLEY NATL BANCORP
-$3.4K
2,288
+0%
减持
HD
HOME DEPOT INC
+$3.4K
2,105
-5%
减持
TGT
TARGET CORP
-$3.3K
69
-8%
增持
DJT
DIGITAL WORLD ACQUISITION CO
+$3.3K
1,788
+31%
清仓
—
CANADIAN PAC RY LTD
-$3.1K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
+$3.0K
10,217
-0%
清仓
Z
ZILLOW GROUP INC
-$2.9K
0
-100%
减持
BA
BOEING CO
-$2.8K
370
-3%
减持
SHY
ISHARES TR
-$2.7K
114
-21%
减持
—
BLACKROCK INC
-$2.6K
5
-44%
建仓
AVGE
AMERICAN CENTY ETF TR
+$2.4K
40
增持
PRSU
VIAD CORP
+$2.3K
217
+29%
减持
MET
METLIFE INC
-$2.3K
652
-4%
