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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 24
增持 55
减持 67
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
DFAR
DIMENSIONAL ETF TRUST
+$22.5M
1,069,007
+2052%
减持
SCHH
SCHWAB STRATEGIC TR
-$20.5M
240,748
-81%
增持
BSV
VANGUARD BD INDEX FDS
+$4.4M
371,100
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。
+18%
增持
BIV
VANGUARD BD INDEX FDS
+$4.3M
372,126
+19%
增持
SCHO
SCHWAB STRATEGIC TR
+$3.3M
711,305
+11%
增持
SCHR
SCHWAB STRATEGIC TR
+$2.2M
745,434
+7%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.8M
797,302
+6%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.4M
620,405
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.1M
3,432,784
+3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.0M
572,965
+3%
减持
SPYM
SPDR SER TR
-$972.8K
106,564
-16%
减持
USRT
ISHARES TR
-$843.8K
18,271
-46%
减持
DFAT
DIMENSIONAL ETF TRUST
-$666.8K
218,411
-1%
增持
AVUV
AMERICAN CENTY ETF TR
-$629.6K
543,122
+3%
增持
AAPL
APPLE INC
+$597.1K
14,166
+2%
减持
SPMD
SPDR SER TR
-$513.1K
55,747
-12%
增持
NVDA
NVIDIA CORPORATION
+$496.3K
17,365
+852%
减持
SPTI
SPDR SER TR
-$474.3K
33,070
-33%
增持
SCHM
SCHWAB STRATEGIC TR
-$273.2K
391,720
+4%
增持
AVDV
AMERICAN CENTY ETF TR
+$223.6K
405,366
+2%
减持
DIS
DISNEY WALT CO
-$201.1K
7,177
-4%
增持
SGOV
ISHARES TR
+$193.8K
4,343
+80%
减持
SPTS
SPDR SER TR
-$173.7K
14,771
-29%
增持
MSFT
MICROSOFT CORP
+$173.2K
5,368
+1%
增持
MMM
3M CO
+$171.8K
2,200
+340%
减持
DFIC
DIMENSIONAL ETF TRUST
-$171.4K
160,978
-2%
减持
AVDE
AMERICAN CENTY ETF TR
-$170.0K
57,103
-2%
增持
DFAS
DIMENSIONAL ETF TRUST
-$159.9K
868,982
+3%
减持
SCHV
SCHWAB STRATEGIC TR
-$159.7K
27,086
-5%
减持
SLYV
SPDR SER TR
-$152.3K
18,508
-4%
减持
VB
VANGUARD INDEX FDS
-$145.8K
10,616
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$142.7K
1,231
+89%
减持
VOO
VANGUARD INDEX FDS
-$138.3K
31,461
-5%
减持
SCHA
SCHWAB STRATEGIC TR
-$136.9K
41,057
-3%
减持
VO
VANGUARD INDEX FDS
-$134.5K
15,145
-0%
减持
IVE
ISHARES TR
-$102.8K
8,312
-4%
减持
VNQ
VANGUARD INDEX FDS
-$102.6K
8,846
-9%
减持
VTI
VANGUARD INDEX FDS
+$87.8K
17,272
-1%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$86.3K
2,874
-26%
减持
DFSV
DIMENSIONAL ETF TRUST
-$80.8K
60,096
-0%
增持
QQQ
INVESCO QQQ TR
+$80.6K
222
+283%
增持
SCHX
SCHWAB STRATEGIC TR
+$79.6K
29,526
+1%
减持
DFAX
DIMENSIONAL ETF TRUST
-$77.8K
325,373
-1%
减持
IWC
ISHARES TR
-$76.9K
10,402
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$76.5K
2,403
+2%
减持
SCHF
SCHWAB STRATEGIC TR
-$75.2K
71,641
-1%
减持
AVSC
AMERICAN CENTY ETF TR
-$72.3K
27,909
-0%
增持
HD
HOME DEPOT INC
-$63.1K
1,896
+2%
减持
VTV
VANGUARD INDEX FDS
-$56.0K
22,471
-0%
减持
VBR
VANGUARD INDEX FDS
-$53.9K
5,533
-0%
增持
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$51.9K
1,988
+5%
减持
AVIV
AMERICAN CENTY ETF TR
-$49.7K
10,569
-5%
减持
IWB
ISHARES TR
+$48.9K
14,621
-2%
减持
TFC
TRUIST FINL CORP
-$44.1K
16,915
-6%
减持
PRU
PRUDENTIAL FINL INC
-$41.9K
533
-40%
减持
SPYV
SPDR SER TR
-$38.0K
5,471
-10%
减持
IJR
ISHARES TR
-$37.5K
8,366
-1%
减持
IJH
ISHARES TR
-$37.4K
14,285
-1%
建仓
SOLV
SOLVENTUM CORP
+$35.7K
675
增持
KO
COCA COLA CO
+$34.9K
8,195
+3%
减持
SPSM
SPDR SER TR
-$32.9K
5,909
-9%
减持
NEE
NEXTERA ENERGY INC
+$31.8K
4,756
-0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$31.4K
48,370
-2%
增持
DFEV
DIMENSIONAL ETF TRUST
+$29.7K
17,488
+1%
减持
PAYX
PAYCHEX INC
-$28.6K
670
-24%
增持
IEMG
ISHARES INC
+$28.1K
718
+259%
减持
VV
VANGUARD INDEX FDS
+$27.8K
3,306
-1%
减持
IVW
ISHARES TR
+$27.8K
3,553
-0%
增持
SPDW
SPDR INDEX SHS FDS
+$27.5K
12,360
+9%
增持
DFIV
DIMENSIONAL ETF TRUST
-$26.8K
97,477
+1%
减持
BA
BOEING CO
-$25.9K
299
-28%
增持
BOXX
EA SERIES TRUST
+$24.7K
3,099
+7%
减持
—
ROYAL CARIBBEAN GROUP
+$24.4K
1,537
-3%
清仓
—
ASTRAZENECA PLC
-$23.5K
0
-100%
增持
GOOGL
ALPHABET INC
+$23.3K
731
+0%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$22.1K
2,353
+1%
减持
SCHC
SCHWAB STRATEGIC TR
-$21.4K
22,843
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$20.1K
691
-14%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$19.5K
1,391
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$18.0K
253
+13%
减持
CLPT
CLEARPOINT NEURO INC
-$17.8K
4,541
-27%
建仓
—
SILA REALTY TRUST INC
+$17.0K
804
增持
META
META PLATFORMS INC
+$15.8K
446
+4%
减持
GWX
SPDR INDEX SHS FDS
-$15.4K
4,032
-9%
增持
SCHG
SCHWAB STRATEGIC TR
+$15.1K
449
+38%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$14.3K
2,831
-5%
建仓
AETH
BITWISE FUNDS TRUST
+$13.4K
305
增持
BITO
PROSHARES TR
-$13.2K
1,357
+0%
减持
PG
PROCTER AND GAMBLE CO
-$13.0K
3,336
-4%
减持
AGG
ISHARES TR
-$12.9K
551
-19%
减持
T
AT&T INC
+$12.5K
10,296
-2%
清仓
—
STEALTHGAS INC
-$11.9K
0
-100%
增持
SCZ
ISHARES TR
-$11.7K
7,264
+0%
减持
VBK
VANGUARD INDEX FDS
-$11.6K
996
-0%
减持
AMZN
AMAZON COM INC
+$11.2K
883
-0%
增持
IEFA
ISHARES TR
+$10.9K
492
+47%
减持
TXN
TEXAS INSTRS INC
+$10.2K
2,112
-8%
减持
DAL
DELTA AIR LINES INC DEL
-$9.6K
178
-53%
增持
NKE
NIKE INC
-$9.6K
667
+5%
增持
DFCF
DIMENSIONAL ETF TRUST
+$9.3K
846
+37%
增持
DFAC
DIMENSIONAL ETF TRUST
+$9.1K
13,126
+1%
减持
RTX
RTX CORPORATION
-$8.6K
469
-18%
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$8.4K
0
-100%
减持
IJS
ISHARES TR
-$8.2K
703
-6%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$7.8K
39,405
-0%
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$7.7K
178
建仓
QUAL
ISHARES TR
+$7.3K
43
减持
CSX
CSX CORP
-$7.2K
1,847
-1%
减持
MUB
ISHARES TR
-$6.9K
1,683
-3%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$6.8K
212
增持
—
EXXON MOBIL CORP
-$6.3K
8,399
+0%
建仓
—
VIKING HOLDINGS LTD
+$6.2K
182
增持
NFLX
NETFLIX INC
+$6.1K
82
+1%
建仓
XLI
SELECT SECTOR SPDR TR
+$5.8K
48
减持
RWR
SPDR SER TR
-$5.8K
3,917
-0%
建仓
IVLU
ISHARES TR
+$5.7K
208
建仓
GEV
GE VERNOVA INC
+$5.7K
33
建仓
EZM
WISDOMTREE TR
+$4.9K
85
建仓
KVLE
KRANESHARES TRUST
+$4.9K
199
增持
XLV
SELECT SECTOR SPDR TR
+$4.7K
144
+31%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.4K
2,144
+0%
建仓
XLY
SELECT SECTOR SPDR TR
+$4.4K
24
增持
EFV
ISHARES TR
-$4.2K
3,597
+0%
建仓
DLS
WISDOMTREE TR
+$3.7K
59
减持
WBD
WARNER BROS DISCOVERY INC
-$3.7K
2,562
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$3.5K
523
+22%
建仓
IEUR
ISHARES TR
+$3.4K
60
增持
DFSD
DIMENSIONAL ETF TRUST
+$3.4K
623
+13%
增持
QVAL
EA SERIES TRUST
-$3.3K
1,679
+0%
清仓
—
PIONEER NAT RES CO
-$3.1K
0
-100%
增持
BAC
BANK AMERICA CORP
+$2.9K
1,521
+0%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$2.9K
28
减持
CTO
CTO RLTY GROWTH INC NEW
-$2.6K
775
-19%
减持
F
FORD MTR CO DEL
-$2.5K
1,307
-8%
建仓
EWJ
ISHARES INC
+$2.5K
37
建仓
XLE
SELECT SECTOR SPDR TR
+$2.5K
27
建仓
EES
WISDOMTREE TR
+$2.3K
48
建仓
BNO
UNITED STS BRENT OIL FD LP
+$2.3K
70
建仓
COIN
COINBASE GLOBAL INC
+$2.2K
10
增持
VEA
VANGUARD TAX-MANAGED FDS
-$2.2K
3,697
+0%
增持
CRM
SALESFORCE INC
+$2.2K
25
+79%
增持
INTC
INTEL CORP
-$2.2K
233
+9%
增持
XLRE
SELECT SECTOR SPDR TR
+$2.1K
97
+137%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.9K
132
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.9K
29
+26%
减持
BBBY
BEYOND INC
-$1.8K
64
-14%
建仓
—
LA ROSA HLDGS CORP
+$1.6K
750
减持
FISV
FISERV INC
-$1.5K
110
-2%
建仓
CCJ
CAMECO CORP
+$1.5K
30
建仓
MP
MP MATERIALS CORP
+$1.2K
98
