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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 17
增持 36
减持 82
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
AVLV
AMERICAN CENTY ETF TR
+$23.1M
568,231
+206%
增持
SCHO
SCHWAB STRATEGIC TR
+$13.5M
460,365
+150%
增持
BIV
VANGUARD BD INDEX FDS
+$11.8M
157,331
+5125%
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
BSV
VANGUARD BD INDEX FDS
+$11.7M
157,083
+3201%
增持
DFAI
DIMENSIONAL ETF TRUST
+$11.5M
3,211,570
+4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$7.0M
818,591
+3%
增持
SCHH
SCHWAB STRATEGIC TR
+$6.9M
1,138,184
+22%
增持
AVUV
AMERICAN CENTY ETF TR
+$6.7M
513,679
+2%
增持
SCHR
SCHWAB STRATEGIC TR
+$6.3M
638,799
+20%
减持
SPYM
SPDR SER TR
-$6.3M
188,385
-44%
增持
SCHM
SCHWAB STRATEGIC TR
+$6.2M
358,869
+17%
减持
SPTI
SPDR SER TR
-$4.5M
108,056
-61%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.7M
380,730
+4%
减持
SPMD
SPDR SER TR
-$2.4M
85,589
-43%
减持
USRT
ISHARES TR
-$2.0M
52,687
-49%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.4M
530,109
+5%
减持
SPTS
SPDR SER TR
-$1.3M
39,922
-53%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.1M
223,425
-3%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.1M
644,813
-4%
减持
IVV
ISHARES TR
+$1.0M
29,689
-3%
增持
DFSV
DIMENSIONAL ETF TRUST
+$803.6K
60,508
+60%
减持
VOO
VANGUARD INDEX FDS
+$666.2K
34,869
-6%
增持
AVSC
AMERICAN CENTY ETF TR
+$583.5K
28,826
+44%
建仓
AVIV
AMERICAN CENTY ETF TR
+$528.5K
10,266
增持
AAPL
APPLE INC
+$513.1K
13,920
+10%
减持
DFAX
DIMENSIONAL ETF TRUST
+$490.3K
329,888
-2%
增持
AVDE
AMERICAN CENTY ETF TR
+$430.6K
57,278
+5%
减持
IWB
ISHARES TR
+$422.9K
15,944
-0%
减持
VTI
VANGUARD INDEX FDS
+$376.2K
17,758
-2%
减持
DFIC
DIMENSIONAL ETF TRUST
+$308.3K
170,006
-2%
减持
MSFT
MICROSOFT CORP
+$285.7K
5,314
-2%
减持
NEE
NEXTERA ENERGY INC
-$282.6K
4,881
-52%
减持
VO
VANGUARD INDEX FDS
+$253.7K
15,291
-4%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$246.4K
5,847
-42%
建仓
SGOV
ISHARES TR
+$223.2K
2,226
减持
VTV
VANGUARD INDEX FDS
+$209.6K
22,649
-2%
减持
SCHV
SCHWAB STRATEGIC TR
-$185.8K
30,462
-15%
减持
IVE
ISHARES TR
+$167.6K
8,916
-1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$164.4K
4,805
-1%
增持
DFAR
DIMENSIONAL ETF TRUST
+$161.4K
46,591
+1%
减持
VB
VANGUARD INDEX FDS
+$148.5K
11,153
-5%
增持
DRI
DARDEN RESTAURANTS INC
+$138.3K
2,117
+45%
减持
SCHF
SCHWAB STRATEGIC TR
+$135.0K
75,893
-3%
减持
DFIV
DIMENSIONAL ETF TRUST
+$128.5K
93,095
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$124.2K
39,910
-2%
减持
TSLA
TESLA INC
-$117.9K
306
-61%
增持
NVDA
NVIDIA CORPORATION
+$112.6K
1,863
+0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$111.7K
53,744
-6%
增持
BA
BOEING CO
+$111.2K
662
+107%
减持
VBR
VANGUARD INDEX FDS
+$110.5K
5,566
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$109.2K
2,354
-0%
减持
SCHA
SCHWAB STRATEGIC TR
+$107.8K
43,833
-8%
增持
DIS
DISNEY WALT CO
+$97.1K
8,070
+4%
建仓
GOVT
ISHARES TR
+$96.6K
4,193
减持
IJR
ISHARES TR
+$95.8K
8,555
-3%
减持
AXP
AMERICAN EXPRESS CO
+$92.4K
2,449
-0%
减持
VNQ
VANGUARD INDEX FDS
+$83.0K
9,845
-5%
减持
IWM
ISHARES TR
+$77.8K
4,846
-4%
减持
V
VISA INC
-$76.5K
65
-84%
减持
AGG
ISHARES TR
-$74.6K
1,405
-38%
减持
CRM
SALESFORCE INC
-$74.2K
14
-96%
减持
SLYV
SPDR SER TR
+$69.6K
20,560
-9%
减持
PFE
PFIZER INC
-$61.8K
8,020
-9%
减持
—
SOUTHSTATE CORPORATION
-$57.8K
164
-85%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$55.9K
1,209
-41%
增持
DFEV
DIMENSIONAL ETF TRUST
+$52.5K
17,084
+7%
减持
IJH
ISHARES TR
+$51.2K
2,841
-4%
清仓
RWM
PROSHARES TR
-$49.3K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$49.1K
1,065
+1%
减持
SCHX
SCHWAB STRATEGIC TR
+$49.1K
29,974
-8%
增持
RWR
SPDR SER TR
+$48.8K
3,934
+0%
建仓
IUSB
ISHARES TR
+$48.1K
1,045
清仓
GPN
GLOBAL PMTS INC
-$47.0K
0
-100%
清仓
—
PROSHARES TR
-$45.8K
0
-100%
减持
QCOM
QUALCOMM INC
+$45.8K
2,038
-9%
减持
DFAC
DIMENSIONAL ETF TRUST
+$45.5K
15,687
-0%
减持
GOOGL
ALPHABET INC
-$43.2K
900
-30%
清仓
IYH
ISHARES TR
-$42.9K
0
-100%
减持
DE
DEERE & CO
+$42.8K
1,988
-0%
建仓
FV
FIRST TR EXCHANGE-TRADED FD
+$40.5K
786
减持
PNC
PNC FINL SVCS GROUP INC
+$40.1K
1,326
-1%
减持
CSCO
CISCO SYS INC
-$39.3K
994
-40%
减持
SCZ
ISHARES TR
+$38.8K
7,270
-0%
清仓
MPC
MARATHON PETE CORP
-$38.6K
0
-100%
建仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$38.0K
347
减持
GIS
GENERAL MLS INC
-$36.5K
570
-50%
减持
MAR
MARRIOTT INTL INC NEW
-$36.4K
100
-67%
增持
AVGE
AMERICAN CENTY ETF TR
+$35.4K
587
+1234%
减持
OKE
ONEOK INC NEW
-$35.2K
33
-94%
增持
EFV
ISHARES TR
+$35.2K
4,047
+13%
减持
GTLS
CHART INDS INC
-$34.8K
31
-87%
建仓
MBB
ISHARES TR
+$33.7K
358
增持
IEFA
ISHARES TR
+$33.5K
653
+238%
减持
SO
SOUTHERN CO
-$33.5K
927
-39%
减持
SCHC
SCHWAB STRATEGIC TR
+$33.1K
23,758
-4%
减持
SBSI
SOUTHSIDE BANCSHARES INC
-$32.5K
3,807
-28%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$32.4K
574
+5%
建仓
FTA
FIRST TR LRG CP VL ALPHADEX
+$31.7K
448
减持
F
FORD MTR CO DEL
-$31.3K
1,425
-64%
减持
BAC
BANK AMERICA CORP
-$31.2K
1,616
-48%
建仓
ITOT
ISHARES TR
+$31.1K
296
建仓
D
DOMINION ENERGY INC
+$30.4K
646
增持
IVW
ISHARES TR
+$30.3K
3,676
+2%
清仓
—
JOHNSON CTLS INTL PLC
-$30.3K
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$30.0K
156
减持
DOW
DOW INC
-$29.4K
71
-89%
增持
PG
PROCTER AND GAMBLE CO
+$29.0K
3,583
+5%
清仓
ASTE
ASTEC INDS INC
-$28.9K
0
-100%
减持
GWX
SPDR INDEX SHS FDS
-$28.7K
4,664
-23%
建仓
QUAL
ISHARES TR
+$28.4K
193
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$27.5K
185
-60%
减持
MCD
MCDONALDS CORP
+$27.1K
834
-0%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$26.9K
1,948
-11%
建仓
IGIB
ISHARES TR
+$26.1K
501
增持
IEMG
ISHARES INC
+$25.3K
610
+421%
减持
CARR
CARRIER GLOBAL CORPORATION
-$25.0K
403
-54%
建仓
QVAL
EA SERIES TRUST
+$24.9K
615
清仓
LIT
GLOBAL X FDS
-$24.4K
0
-100%
减持
MET
METLIFE INC
-$24.3K
254
-61%
清仓
BBDC
BARINGS BDC INC
-$24.2K
0
-100%
减持
CTVA
CORTEVA INC
-$24.1K
58
-89%
清仓
—
PROSHARES TR
-$23.9K
0
-100%
增持
KO
COCA COLA CO
+$23.9K
7,930
+0%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$22.9K
0
-100%
减持
RJF
RAYMOND JAMES FINL INC
-$22.7K
342
-44%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$22.6K
1,404
-6%
减持
DVN
DEVON ENERGY CORP NEW
-$22.5K
97
-83%
减持
TIP
ISHARES TR
-$21.8K
271
-45%
清仓
—
ACTIVISION BLIZZARD INC
-$21.5K
0
-100%
清仓
FIZZ
NATIONAL BEVERAGE CORP
-$20.8K
0
-100%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$20.5K
788
减持
NKE
NIKE INC
-$19.5K
646
-31%
减持
—
EATON CORP PLC
-$19.2K
92
-53%
减持
SPSM
SPDR SER TR
-$18.8K
6,723
-18%
减持
SJM
SMUCKER J M CO
-$18.7K
133
-54%
减持
OTIS
OTIS WORLDWIDE CORP
-$18.5K
27
-90%
减持
T
AT&T INC
+$18.2K
10,789
-0%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$18.1K
303
减持
PK
PARK HOTELS & RESORTS INC
-$17.9K
292
-84%
减持
META
META PLATFORMS INC
-$17.9K
465
-24%
减持
VUG
VANGUARD INDEX FDS
-$17.3K
159
-35%
增持
SBUX
STARBUCKS CORP
+$17.1K
3,074
+1%
增持
EFG
ISHARES TR
+$16.9K
1,208
+4%
建仓
COIN
COINBASE GLOBAL INC
+$16.9K
97
增持
IJS
ISHARES TR
+$16.7K
826
+8%
减持
SPDW
SPDR INDEX SHS FDS
+$16.6K
11,553
-5%
清仓
IDCC
INTERDIGITAL INC
-$16.4K
0
-100%
清仓
PRTH
PRIORITY TECHNOLOGY HLDGS IN
-$16.2K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$15.5K
3,688
+0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$15.4K
445
-54%
