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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 37
增持 50
减持 62
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
AVMV
AMERICAN CENTY ETF TR
+$25.2M
392,029
减持
SCHM
SCHWAB STRATEGIC TR
-$22.0M
102,600
-74%
增持
DFAI
DIMENSIONAL ETF TRUST
+$10.5M
3,535,704
+3%
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
+$6.1M
854,254
+7%
增持
AVUV
AMERICAN CENTY ETF TR
+$5.6M
565,904
+4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$5.3M
886,024
+2%
增持
DFAR
DIMENSIONAL ETF TRUST
+$4.0M
1,075,706
+1%
增持
BSV
VANGUARD BD INDEX FDS
+$3.8M
410,193
+11%
增持
BIV
VANGUARD BD INDEX FDS
+$3.6M
402,017
+8%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.0M
415,023
+2%
增持
SCHR
SCHWAB STRATEGIC TR
+$2.3M
763,667
+2%
增持
SCHO
SCHWAB STRATEGIC TR
+$2.3M
745,290
+5%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.3M
587,572
+3%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.0M
609,201
-2%
减持
SPYM
SPDR SER TR
-$651.9K
91,367
-14%
减持
DFAT
DIMENSIONAL ETF TRUST
+$632.4K
215,017
-2%
增持
VTI
VANGUARD INDEX FDS
+$619.5K
18,505
+7%
减持
SCHH
SCHWAB STRATEGIC TR
+$584.8K
232,739
-3%
减持
DFAX
DIMENSIONAL ETF TRUST
+$447.3K
322,781
-1%
减持
IVV
ISHARES TR
+$422.3K
26,912
-2%
减持
PG
PROCTER AND GAMBLE CO
-$360.0K
1,098
-67%
减持
SPMD
SPDR SER TR
-$328.4K
46,295
-17%
减持
SPTI
SPDR SER TR
-$310.9K
21,186
-36%
增持
GIS
GENERAL MLS INC
+$293.4K
4,461
+683%
减持
VO
VANGUARD INDEX FDS
+$274.3K
14,937
-1%
减持
AAPL
APPLE INC
+$266.0K
13,947
-2%
减持
SPTS
SPDR SER TR
-$229.6K
6,694
-55%
减持
VOO
VANGUARD INDEX FDS
+$228.7K
30,252
-4%
增持
ORCL
ORACLE CORP
+$222.3K
4,050
+22%
增持
—
SOUTHSTATE CORPORATION
+$212.7K
2,318
+1313%
减持
AVDE
AMERICAN CENTY ETF TR
+$207.7K
56,138
-2%
减持
DFIV
DIMENSIONAL ETF TRUST
+$206.1K
97,411
-0%
建仓
OEF
ISHARES TR
+$187.1K
676
建仓
IGSB
ISHARES TR
+$183.4K
3,483
减持
VONV
VANGUARD SCOTTSDALE FDS
-$171.2K
586
-80%
减持
VB
VANGUARD INDEX FDS
+$170.9K
10,479
-1%
减持
DFIC
DIMENSIONAL ETF TRUST
+$163.4K
156,202
-3%
减持
VTV
VANGUARD INDEX FDS
+$159.8K
21,564
-4%
增持
IJR
ISHARES TR
+$151.9K
8,928
+7%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$143.5K
1,271
减持
NVDA
NVIDIA CORPORATION
-$142.1K
16,495
-5%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$136.6K
38,846
-1%
增持
QVAL
EA SERIES TRUST
+$131.5K
4,410
+163%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$127.3K
1,506
+8%
减持
IWB
ISHARES TR
+$126.9K
14,241
-3%
减持
IVE
ISHARES TR
+$116.5K
8,264
-1%
减持
USRT
ISHARES TR
+$113.7K
17,740
-3%
减持
MSFT
MICROSOFT CORP
-$111.3K
5,317
-1%
建仓
AFG
AMERICAN FINL GROUP INC OHIO
+$111.2K
826
减持
DFSV
DIMENSIONAL ETF TRUST
+$107.2K
59,634
-1%
减持
AVSC
AMERICAN CENTY ETF TR
+$104.3K
27,717
-1%
增持
DISV
DIMENSIONAL ETF TRUST
+$100.6K
43,309
+1%
减持
SCHA
SCHWAB STRATEGIC TR
+$99.2K
39,754
-3%
建仓
LQD
ISHARES TR
+$98.6K
872
增持
PDI
PIMCO DYNAMIC INCOME FD
+$91.3K
6,211
+238%
减持
SCHV
SCHWAB STRATEGIC TR
-$86.6K
23,889
-12%
减持
IWM
ISHARES TR
+$85.2K
4,787
-0%
减持
VNQ
VANGUARD INDEX FDS
+$80.9K
8,436
-5%
减持
VBR
VANGUARD INDEX FDS
+$80.1K
5,429
-2%
减持
DFUS
DIMENSIONAL ETF TRUST
+$80.0K
47,051
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$79.0K
1,036
+50%
减持
JNJ
JOHNSON & JOHNSON
+$78.9K
5,156
-0%
建仓
—
NORWEGIAN CRUISE LINE HLDG L
+$78.0K
3,805
减持
SCHX
SCHWAB STRATEGIC TR
+$76.1K
29,081
-2%
增持
KO
COCA COLA CO
+$73.2K
8,278
+1%
建仓
CLX
CLOROX CO DEL
+$64.7K
397
建仓
VYM
VANGUARD WHITEHALL FDS
+$64.1K
500
减持
NEE
NEXTERA ENERGY INC
+$63.9K
4,740
-0%
增持
QCOM
QUALCOMM INC
-$56.0K
2,058
+1%
增持
WMT
WALMART INC
+$55.6K
4,143
+1%
减持
SPDW
SPDR INDEX SHS FDS
-$53.0K
10,132
-18%
增持
CVX
CHEVRON CORP NEW
+$51.3K
1,304
+45%
建仓
IUSV
ISHARES TR
+$48.2K
505
减持
SCHC
SCHWAB STRATEGIC TR
+$46.5K
22,301
-2%
增持
DFEV
DIMENSIONAL ETF TRUST
+$44.7K
18,467
+6%
增持
SGOV
ISHARES TR
+$44.4K
4,783
+10%
减持
IJH
ISHARES TR
+$42.0K
14,088
-1%
减持
RWR
SPDR SER TR
+$42.0K
3,810
-3%
减持
SCZ
ISHARES TR
+$41.2K
7,223
-1%
建仓
RSPU
INVESCO EXCHANGE TRADED FD T
+$41.2K
600
减持
VV
VANGUARD INDEX FDS
+$40.2K
3,287
-1%
建仓
SLV
ISHARES SILVER TR
+$40.0K
1,409
增持
TSLA
TESLA INC
+$39.9K
384
+25%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$38.8K
925
增持
XLK
SELECT SECTOR SPDR TR
+$38.8K
1,405
+14%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$38.6K
849
减持
AVIV
AMERICAN CENTY ETF TR
+$37.5K
10,540
-0%
建仓
IUSG
ISHARES TR
+$37.5K
284
增持
QQQ
INVESCO QQQ TR
+$37.2K
294
+32%
减持
JPM
JPMORGAN CHASE & CO.
-$35.0K
517
-27%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$34.8K
1,000
增持
VTEB
VANGUARD MUN BD FDS
+$33.6K
1,141
+131%
增持
META
META PLATFORMS INC
+$33.5K
451
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$33.1K
13,308
+1%
减持
PANW
PALO ALTO NETWORKS INC
-$32.4K
664
-13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$31.9K
4,064
+10%
增持
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$31.6K
2,088
+5%
增持
FAST
FASTENAL CO
+$30.9K
470
+1019%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$30.4K
630
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$29.1K
320
减持
SPY
SPDR S&P 500 ETF TR
+$28.6K
2,329
-3%
建仓
FLRT
PACER FDS TR
+$28.4K
597
增持
IWR
ISHARES TR
+$28.1K
560
+114%
增持
MDLZ
MONDELEZ INTL INC
+$27.7K
1,414
+21%
建仓
LNG
CHENIERE ENERGY INC
+$27.0K
150
建仓
FLOT
ISHARES TR
+$26.7K
524
减持
SPYV
SPDR SER TR
-$26.7K
4,539
-17%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$25.6K
552
+942%
建仓
CINF
CINCINNATI FINL CORP
+$25.5K
187
增持
BABA
ALIBABA GROUP HLDG LTD
+$23.3K
633
+4%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$22.9K
246
+779%
建仓
LIT
GLOBAL X FDS
+$21.8K
500
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$21.4K
236
+79%
减持
SLYV
SPDR SER TR
+$21.0K
16,936
-8%
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$20.3K
603
减持
HD
HOME DEPOT INC
+$19.4K
1,659
-13%
减持
CMCSA
COMCAST CORP NEW
-$18.8K
678
-44%
减持
CLPT
CLEARPOINT NEURO INC
-$18.4K
541
-88%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$17.3K
292
减持
SO
SOUTHERN CO
-$16.3K
617
-33%
减持
PRSU
VIAD CORP
-$16.0K
49
-91%
减持
BDX
BECTON DICKINSON & CO
-$16.0K
210
-26%
减持
GOOGL
ALPHABET INC
-$15.7K
708
-3%
建仓
MCHI
ISHARES TR
+$15.3K
300
减持
IEMG
ISHARES INC
-$14.7K
414
-42%
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$14.1K
159
减持
—
EXXON MOBIL CORP
+$14.1K
8,369
-0%
减持
T
AT&T INC
+$14.0K
9,578
-7%
建仓
—
ISHARES TR
+$13.9K
550
增持
GOOG
ALPHABET INC
-$13.5K
947
+1%
清仓
AETH
BITWISE FUNDS TRUST
-$13.4K
0
-100%
建仓
FFBC
FIRST FINL BANCORP OH
+$13.3K
529
增持
SHY
ISHARES TR
+$13.0K
195
+388%
建仓
IGLD
FIRST TR EXCHANGE-TRADED FD
+$12.9K
599
增持
IEFA
ISHARES TR
+$12.8K
622
+26%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$12.6K
188
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$12.4K
234
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$12.3K
243
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$11.8K
2,734
-3%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$11.6K
477
+75%
建仓
—
GRAYSCALE ETHEREUM MINI TR E
+$11.4K
4,680
减持
SCHG
SCHWAB STRATEGIC TR
-$11.3K
326
-27%
增持
VXUS
VANGUARD STAR FDS
+$11.2K
273
+155%
建仓
MLPX
GLOBAL X FDS
+$10.5K
192
减持
BA
BOEING CO
-$10.2K
291
-3%
建仓
FTGS
FIRST TR EXCHANGE TRADED FD
+$9.7K
312
建仓
AMLP
ALPS ETF TR
+$9.7K
206
增持
CSCO
CISCO SYS INC
+$9.5K
1,066
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.9K
2,146
+0%
增持
DIS
DISNEY WALT CO
-$8.3K
7,322
+2%
