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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 22
增持 58
减持 65
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DFAI
DIMENSIONAL ETF TRUST
-$2.1M
3,081,145
+2%
增持
DFAS
DIMENSIONAL ETF TRUST
-$1.7M
795,559
+0%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.2M
185,446
+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。
减持
VOO
VANGUARD INDEX FDS
-$1.2M
37,088
-4%
增持
SCHH
SCHWAB STRATEGIC TR
-$1.1M
936,635
+3%
减持
SCHM
SCHWAB STRATEGIC TR
-$1.1M
307,653
-0%
减持
IVV
ISHARES TR
-$1.1M
30,655
-4%
减持
SPYM
SPDR SER TR
-$1.0M
334,092
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.0M
674,272
-3%
减持
DFAX
DIMENSIONAL ETF TRUST
-$600.9K
335,948
-4%
减持
SCHV
SCHWAB STRATEGIC TR
-$564.5K
36,009
-16%
增持
MSFT
MICROSOFT CORP
+$554.2K
5,424
+59%
增持
AVDV
AMERICAN CENTY ETF TR
+$455.9K
364,425
+2%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$449.1K
10,060
-38%
减持
DFAT
DIMENSIONAL ETF TRUST
-$425.6K
230,888
-2%
增持
SCHR
SCHWAB STRATEGIC TR
-$411.9K
530,955
+1%
增持
USRT
ISHARES TR
-$384.7K
103,931
+1%
减持
SPMD
SPDR SER TR
-$319.8K
149,373
-0%
减持
IWB
ISHARES TR
-$289.0K
16,000
-4%
增持
DFAE
DIMENSIONAL ETF TRUST
-$261.4K
504,464
+2%
减持
SLYV
SPDR SER TR
-$249.6K
22,706
-7%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$228.5K
40,801
-5%
减持
SCHF
SCHWAB STRATEGIC TR
-$197.6K
78,621
-2%
减持
DFUS
DIMENSIONAL ETF TRUST
-$197.5K
57,441
-4%
减持
IVE
ISHARES TR
-$188.1K
8,989
-8%
增持
VO
VANGUARD INDEX FDS
-$184.6K
15,864
+0%
减持
NEE
NEXTERA ENERGY INC
-$172.2K
10,107
-0%
减持
VTI
VANGUARD INDEX FDS
-$159.8K
18,061
-0%
增持
SPTI
SPDR SER TR
-$157.5K
276,649
+1%
减持
VB
VANGUARD INDEX FDS
-$152.3K
11,798
-2%
减持
VTV
VANGUARD INDEX FDS
-$129.1K
23,030
-1%
减持
SCHA
SCHWAB STRATEGIC TR
-$128.0K
47,391
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$117.5K
3,686
+290%
增持
DFIC
DIMENSIONAL ETF TRUST
-$111.2K
172,676
+1%
减持
AVSC
AMERICAN CENTY ETF TR
-$111.2K
20,067
-8%
减持
SPYV
SPDR SER TR
-$109.8K
8,077
-21%
减持
SCHO
SCHWAB STRATEGIC TR
-$109.1K
184,008
-1%
减持
SCHC
SCHWAB STRATEGIC TR
-$105.4K
24,678
-8%
减持
IWC
ISHARES TR
-$98.0K
10,440
-0%
增持
—
EXXON MOBIL CORP
+$95.3K
8,372
+1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$95.2K
4,868
+1%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$92.6K
123
-95%
减持
DFIV
DIMENSIONAL ETF TRUST
-$91.2K
94,122
-2%
增持
V
VISA INC
+$86.3K
406
+1253%
增持
AVDE
AMERICAN CENTY ETF TR
-$77.2K
54,461
+1%
减持
IJS
ISHARES TR
-$77.0K
767
-50%
减持
IJH
ISHARES TR
-$68.5K
2,952
-4%
增持
VNQ
VANGUARD INDEX FDS
-$66.8K
10,401
+2%
增持
QCOM
QUALCOMM INC
+$65.9K
2,242
+46%
增持
AAPL
APPLE INC
-$65.5K
12,657
+10%
减持
IWV
ISHARES TR
-$64.8K
5,903
-1%
增持
GOOGL
ALPHABET INC
+$64.1K
1,291
+47%
增持
SCHX
SCHWAB STRATEGIC TR
+$60.0K
32,440
+7%
增持
CVX
CHEVRON CORP NEW
+$56.2K
922
+46%
减持
IWM
ISHARES TR
-$56.1K
5,063
-0%
减持
IJR
ISHARES TR
-$53.6K
8,802
-1%
增持
BABA
ALIBABA GROUP HLDG LTD
+$52.4K
710
+545%
减持
BIV
VANGUARD BD INDEX FDS
-$52.3K
3,011
-16%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$52.2K
0
-100%
建仓
AVGV
AMERICAN CENTY ETF TR
+$51.5K
1,006
增持
JNJ
JOHNSON & JOHNSON
-$49.4K
5,407
+0%
建仓
GPN
GLOBAL PMTS INC
+$47.0K
407
增持
VUG
VANGUARD INDEX FDS
+$46.6K
245
+245%
减持
IXUS
ISHARES TR
-$43.9K
116
-86%
减持
VV
VANGUARD INDEX FDS
-$43.5K
3,478
-3%
增持
CRM
SALESFORCE INC
+$43.2K
384
+134%
建仓
IYH
ISHARES TR
+$42.9K
159
减持
UAL
UNITED AIRLS HLDGS INC
-$42.8K
25
-97%
减持
MAR
MARRIOTT INTL INC NEW
-$41.2K
300
-45%
增持
ORCL
ORACLE CORP
-$40.5K
3,661
+2%
增持
AMZN
AMAZON COM INC
+$39.5K
1,086
+44%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$38.5K
2,148
+91%
增持
CSCO
CISCO SYS INC
+$38.1K
1,666
+68%
增持
LMT
LOCKHEED MARTIN CORP
+$37.6K
164
+156%
增持
OKE
ONEOK INC NEW
+$35.5K
591
+1691%
减持
TFC
TRUIST FINL CORP
-$34.9K
19,249
-0%
清仓
XLK
SELECT SECTOR SPDR TR
-$34.8K
0
-100%
增持
DRI
DARDEN RESTAURANTS INC
-$34.2K
1,463
+0%
增持
GTLS
CHART INDS INC
+$34.1K
231
+645%
减持
DFEV
DIMENSIONAL ETF TRUST
-$34.0K
15,970
-6%
增持
BAC
BANK AMERICA CORP
+$33.7K
3,128
+73%
增持
META
META PLATFORMS INC
+$33.3K
608
+17%
清仓
—
THE NECESSITY RETAIL REIT IN
-$32.2K
0
-100%
增持
KO
COCA COLA CO
-$31.8K
7,921
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$31.6K
1,494
+4%
增持
SO
SOUTHERN CO
+$31.3K
1,522
+59%
增持
VBR
VANGUARD INDEX FDS
-$31.2K
5,588
+0%
建仓
GNL
GLOBAL NET LEASE INC
+$30.6K
3,189
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$30.4K
466
+152%
减持
EFA
ISHARES TR
-$30.3K
8,231
-0%
建仓
—
JOHNSON CTLS INTL PLC
+$30.3K
569
减持
RWR
SPDR SER TR
-$29.9K
3,932
-0%
建仓
ASTE
ASTEC INDS INC
+$28.9K
614
增持
MCD
MCDONALDS CORP
-$28.6K
836
+0%
增持
DFAR
DIMENSIONAL ETF TRUST
-$27.9K
46,007
+7%
减持
SMH
VANECK ETF TRUST
-$26.7K
26
-87%
减持
RTX
RTX CORPORATION
-$26.5K
571
-17%
减持
TSLA
TESLA INC
-$26.2K
775
-8%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$25.7K
1,494
建仓
DFSD
DIMENSIONAL ETF TRUST
+$25.5K
550
增持
TXN
TEXAS INSTRS INC
-$25.1K
2,462
+6%
减持
SPSM
SPDR SER TR
-$24.9K
8,195
-3%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$24.9K
616
减持
SPDW
SPDR INDEX SHS FDS
-$24.8K
12,135
-2%
建仓
LIT
GLOBAL X FDS
+$24.4K
442
增持
PFE
PFIZER INC
-$23.8K
8,825
+2%
增持
F
FORD MTR CO DEL
+$23.8K
3,917
+138%
减持
AGG
ISHARES TR
-$23.5K
2,276
-6%
增持
NKE
NIKE INC
+$23.3K
937
+56%
减持
SCZ
ISHARES TR
-$21.6K
7,283
-1%
减持
IWN
ISHARES TR
-$21.6K
1,757
-5%
减持
WMT
WALMART INC
-$21.5K
1,438
-10%
减持
DISV
DIMENSIONAL ETF TRUST
-$21.3K
43,413
-3%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$21.2K
3,374
-2%
建仓
FIZZ
NATIONAL BEVERAGE CORP
+$20.8K
443
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$20.7K
2,032
+34%
减持
MPC
MARATHON PETE CORP
-$20.3K
255
-50%
增持
GOOG
ALPHABET INC
+$19.4K
1,017
+7%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$19.3K
131
减持
C
CITIGROUP INC
-$18.9K
35
-92%
增持
PG
PROCTER AND GAMBLE CO
-$17.0K
3,401
+1%
增持
ZTS
ZOETIS INC
+$16.9K
187
+105%
减持
BA
BOEING CO
-$16.8K
320
-14%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$16.5K
977
+998%
建仓
IDCC
INTERDIGITAL INC
+$16.4K
204
建仓
PRTH
PRIORITY TECHNOLOGY HLDGS IN
+$16.2K
5,000
减持
MUB
ISHARES TR
-$15.7K
1,826
-4%
减持
GIS
GENERAL MLS INC
-$15.4K
1,150
-1%
增持
INTC
INTEL CORP
+$15.3K
632
+197%
减持
IWD
ISHARES TR
-$15.2K
880
-7%
减持
CVS
CVS HEALTH CORP
-$15.0K
105
-67%
减持
GWX
SPDR INDEX SHS FDS
-$15.0K
6,068
-3%
建仓
XPO
XPO INC
+$14.9K
200
清仓
DG
DOLLAR GEN CORP NEW
-$14.8K
0
-100%
建仓
IBB
ISHARES TR
+$14.7K
120
增持
BP
BP PLC
+$14.5K
1,277
+29%
清仓
AIG
AMERICAN INTL GROUP INC
-$14.4K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$14.2K
377
+252%
减持
MRK
MERCK & CO INC
-$13.9K
491
-12%
建仓
NTRA
NATERA INC
+$13.6K
308
减持
GE
GENERAL ELECTRIC CO
-$13.5K
151
-45%
建仓
FNCL
FIDELITY COVINGTON TRUST
+$13.1K
282
增持
IHI
ISHARES TR
+$12.8K
383
+275%
减持
FIVE
FIVE BELOW INC
-$12.7K
14
-82%
减持
SCHB
SCHWAB STRATEGIC TR
-$12.6K
3,820
-3%
增持
HE
HAWAIIAN ELEC INDUSTRIES
-$12.4K
543
+3%
建仓
IEFA
ISHARES TR
+$12.4K
193
建仓
ESML
ISHARES TR
+$12.2K
362
建仓
ESGU
ISHARES TR
+$12.1K
129
建仓
XLE
SELECT SECTOR SPDR TR
+$11.8K
131
