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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 2
增持 28
减持 84
清仓 36
方向
标的
Δ市值
现股数(环比)
增持
AVLV
AMERICAN CENTY ETF TR
+$15.5M
751,306
+32%
增持
BSV
VANGUARD BD INDEX FDS
+$12.0M
313,781
+100%
增持
BIV
VANGUARD BD INDEX FDS
+$11.6M
313,154
+99%
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
DFAI
DIMENSIONAL ETF TRUST
+$8.8M
3,333,486
+4%
增持
SCHO
SCHWAB STRATEGIC TR
+$8.6M
641,775
+39%
增持
SCHM
SCHWAB STRATEGIC TR
+$3.7M
377,757
+5%
增持
DFAS
DIMENSIONAL ETF TRUST
+$3.6M
840,043
+3%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.2M
526,716
+3%
减持
SPYM
SPDR SER TR
-$2.7M
126,652
-33%
增持
SCHR
SCHWAB STRATEGIC TR
+$2.4M
696,828
+9%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.3M
396,370
+4%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.7M
628,903
-2%
增持
SCHH
SCHWAB STRATEGIC TR
+$1.7M
1,244,689
+9%
减持
SPTI
SPDR SER TR
-$1.7M
49,714
-54%
减持
USRT
ISHARES TR
-$1.0M
33,874
-36%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.0M
558,373
+5%
减持
IVV
ISHARES TR
+$921.8K
28,726
-3%
减持
SPMD
SPDR SER TR
-$797.0K
63,234
-26%
减持
NVDA
NVIDIA CORPORATION
+$726.4K
1,825
-2%
减持
VOO
VANGUARD INDEX FDS
+$642.0K
33,020
-5%
减持
SPTS
SPDR SER TR
-$559.6K
20,752
-48%
增持
DFIV
DIMENSIONAL ETF TRUST
+$331.4K
96,058
+3%
减持
VTI
VANGUARD INDEX FDS
+$320.1K
17,440
-2%
建仓
BOXX
EA SERIES TRUST
+$309.4K
2,906
减持
DFAT
DIMENSIONAL ETF TRUST
+$304.0K
220,390
-1%
减持
AAPL
APPLE INC
-$293.6K
13,917
-0%
减持
DFAX
DIMENSIONAL ETF TRUST
+$292.9K
328,175
-1%
减持
VTV
VANGUARD INDEX FDS
+$274.5K
22,477
-1%
增持
AVDE
AMERICAN CENTY ETF TR
+$264.0K
58,445
+2%
减持
VO
VANGUARD INDEX FDS
+$243.9K
15,213
-1%
减持
MSFT
MICROSOFT CORP
+$227.7K
5,291
-0%
减持
DIS
DISNEY WALT CO
+$185.0K
7,467
-7%
建仓
BITB
BITWISE BITCOIN ETF TR
+$157.7K
4,074
减持
SCHX
SCHWAB STRATEGIC TR
+$126.9K
29,285
-2%
减持
IWB
ISHARES TR
+$120.0K
14,934
-6%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$117.8K
3,896
-33%
减持
SLYV
SPDR SER TR
-$111.3K
19,304
-6%
增持
XLK
SELECT SECTOR SPDR TR
+$105.8K
652
+318%
增持
NOC
NORTHROP GRUMMAN CORP
+$97.1K
684
+39%
清仓
GOVT
ISHARES TR
-$96.6K
0
-100%
减持
BA
BOEING CO
-$92.3K
416
-37%
增持
IJH
ISHARES TR
+$85.9K
14,378
+406%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$84.6K
1,392
-1%
减持
VB
VANGUARD INDEX FDS
+$81.4K
10,764
-3%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$77.9K
39,531
-1%
增持
AVIV
AMERICAN CENTY ETF TR
+$75.4K
11,167
+9%
减持
AXP
AMERICAN EXPRESS CO
+$73.5K
2,338
-5%
减持
AGG
ISHARES TR
-$73.0K
678
-52%
减持
IVE
ISHARES TR
+$65.3K
8,649
-3%
减持
DFIC
DIMENSIONAL ETF TRUST
+$63.3K
164,619
-3%
减持
VBR
VANGUARD INDEX FDS
+$62.1K
5,544
-0%
减持
HD
HOME DEPOT INC
+$61.5K
1,866
-1%
增持
DFAR
DIMENSIONAL ETF TRUST
+$51.5K
49,665
+7%
减持
IWC
ISHARES TR
+$51.3K
10,419
-0%
减持
DISV
DIMENSIONAL ETF TRUST
+$50.8K
43,038
-1%
增持
QVAL
EA SERIES TRUST
+$50.3K
1,674
+172%
减持
DFSV
DIMENSIONAL ETF TRUST
+$48.4K
60,145
-1%
清仓
IUSB
ISHARES TR
-$48.1K
0
-100%
减持
PAYX
PAYCHEX INC
-$46.8K
880
-32%
减持
AVGV
AMERICAN CENTY ETF TR
-$44.7K
195
-81%
减持
DFAC
DIMENSIONAL ETF TRUST
-$44.4K
12,961
-17%
减持
META
META PLATFORMS INC
+$44.4K
430
-8%
清仓
FV
FIRST TR EXCHANGE-TRADED FD
-$40.5K
0
-100%
减持
VV
VANGUARD INDEX FDS
+$38.7K
3,326
-4%
减持
PG
PROCTER AND GAMBLE CO
+$38.1K
3,471
-3%
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$38.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$36.7K
5,177
-5%
减持
—
ACCENTURE PLC IRELAND
-$35.8K
975
-8%
减持
IWM
ISHARES TR
+$35.1K
4,792
-1%
减持
EFA
ISHARES TR
+$34.9K
8,203
-0%
清仓
MBB
ISHARES TR
-$33.7K
0
-100%
减持
ORCL
ORACLE CORP
+$33.1K
3,313
-9%
清仓
FTA
FIRST TR LRG CP VL ALPHADEX
-$31.7K
0
-100%
减持
SCHV
SCHWAB STRATEGIC TR
+$30.9K
28,511
-6%
清仓
D
DOMINION ENERGY INC
-$30.4K
0
-100%
减持
DFUS
DIMENSIONAL ETF TRUST
+$29.7K
49,407
-8%
增持
AMZN
AMAZON COM INC
+$28.8K
884
+3%
清仓
QUAL
ISHARES TR
-$28.4K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$26.4K
9,754
-1%
清仓
IGIB
ISHARES TR
-$26.1K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$25.3K
70
-56%
减持
IVW
ISHARES TR
+$25.0K
3,565
-3%
减持
DAL
DELTA AIR LINES INC DEL
-$24.7K
377
-65%
减持
SCHF
SCHWAB STRATEGIC TR
+$22.6K
72,466
-5%
减持
SPYV
SPDR SER TR
-$22.3K
6,080
-13%
增持
WMT
WALMART INC
+$21.5K
4,119
+187%
减持
IEFA
ISHARES TR
-$21.1K
334
-49%
增持
DFEV
DIMENSIONAL ETF TRUST
+$20.7K
17,380
+2%
减持
IEMG
ISHARES INC
-$20.5K
200
-67%
增持
SGOV
ISHARES TR
+$20.4K
2,419
+9%
增持
KO
COCA COLA CO
+$19.4K
7,955
+0%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$18.1K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$17.4K
190
-34%
清仓
COIN
COINBASE GLOBAL INC
-$16.9K
0
-100%
减持
SBUX
STARBUCKS CORP
-$16.8K
3,046
-1%
清仓
IBB
ISHARES TR
-$16.3K
0
-100%
减持
EFV
ISHARES TR
-$15.9K
3,584
-11%
减持
PFE
PFIZER INC
-$15.9K
7,749
-3%
减持
GOOGL
ALPHABET INC
-$15.8K
728
-19%
增持
PRU
PRUDENTIAL FINL INC
+$15.6K
889
+4%
减持
JPM
JPMORGAN CHASE & CO
+$15.5K
712
-5%
减持
SCHA
SCHWAB STRATEGIC TR
+$14.4K
42,345
-3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$14.1K
150
-85%
清仓
ESGU
ISHARES TR
-$14.1K
0
-100%
清仓
ESML
ISHARES TR
-$13.9K
0
-100%
清仓
PAVE
GLOBAL X FDS
-$13.8K
0
-100%
清仓
ABNB
AIRBNB INC
-$13.6K
0
-100%
清仓
DBEF
DBX ETF TR
-$13.6K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
+$13.2K
11,331
-2%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$13.1K
0
-100%
减持
TIP
ISHARES TR
-$12.9K
151
-44%
清仓
TLH
ISHARES TR
-$12.8K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
+$12.7K
3,439
-3%
清仓
TFLO
ISHARES TR
-$11.9K
0
-100%
清仓
USIG
ISHARES TR
-$11.5K
0
-100%
清仓
—
PAYSAFE LIMITED
-$11.3K
0
-100%
清仓
FNX
FIRST TR MID CAP CORE ALPHAD
-$11.1K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$10.9K
264
-37%
清仓
IYW
ISHARES TR
-$10.8K
0
-100%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$10.8K
0
-100%
清仓
FYX
FIRST TR SML CP CORE ALPHA F
-$10.5K
0
-100%
清仓
TLT
ISHARES TR
-$10.5K
0
-100%
减持
NKE
NIKE INC
-$10.3K
637
-1%
减持
TFC
TRUIST FINL CORP
-$9.4K
17,990
-7%
减持
SCZ
ISHARES TR
+$9.4K
7,254
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$9.2K
224
-2%
清仓
SOXX
ISHARES TR
-$9.2K
0
-100%
清仓
FPX
FIRST TR EXCHANGE TRADED FD
-$9.1K
0
-100%
清仓
VTRS
VIATRIS INC
-$9.0K
0
-100%
清仓
OEF
ISHARES TR
-$8.7K
0
-100%
增持
IVAL
EA SERIES TRUST
+$8.6K
775
+58%
减持
IJS
ISHARES TR
-$8.6K
745
-10%
减持
V
VISA INC
-$8.5K
30
-54%
减持
NEE
NEXTERA ENERGY INC
+$8.5K
4,772
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$8.3K
3,686
-0%
清仓
CAG
CONAGRA BRANDS INC
-$8.0K
0
-100%
减持
ARKK
ARK ETF TR
-$7.7K
150
-48%
减持
WBD
WARNER BROS DISCOVERY INC
-$7.3K
2,604
-1%
清仓
ICLN
ISHARES TR
-$7.1K
0
-100%
清仓
LQD
ISHARES TR
-$7.1K
0
-100%
减持
EFG
ISHARES TR
-$7.0K
1,060
-12%
增持
PANW
PALO ALTO NETWORKS INC
-$6.7K
765
+1%
减持
AVSC
AMERICAN CENTY ETF TR
-$6.7K
27,983
-3%
减持
PYPL
PAYPAL HLDGS INC
-$6.7K
556
-22%
减持
ADBE
ADOBE INC
-$6.5K
32
-16%
清仓
EAOA
ISHARES TR
-$6.4K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$6.4K
124
-3%
减持
IJT
ISHARES TR
-$6.0K
376
-15%
减持
AVGO
BROADCOM INC
-$6.0K
14
-36%
清仓
NVO
NOVO-NORDISK A S
-$5.5K
0
-100%
