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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 36
减持 83
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
DFAI
DIMENSIONAL ETF TRUST
-$7.2M
3,600,812
+2%
减持
DFAR
DIMENSIONAL ETF TRUST
-$2.8M
1,066,571
-1%
增持
AVDV
AMERICAN CENTY ETF TR
-$2.0M
419,882
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。
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
-$1.1M
590,919
+1%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.1M
866,350
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
-$909.3K
598,442
-2%
减持
DFAX
DIMENSIONAL ETF TRUST
-$861.8K
316,029
-2%
增持
SCHO
SCHWAB STRATEGIC TR
+$760.8K
1,548,840
+108%
减持
SCHH
SCHWAB STRATEGIC TR
-$727.0K
221,536
-5%
减持
AVLV
AMERICAN CENTY ETF TR
+$679.0K
852,397
-0%
增持
BSV
VANGUARD BD INDEX FDS
+$629.3K
425,875
+4%
减持
SPYM
SPDR SER TR
-$533.4K
81,735
-11%
增持
SCHM
SCHWAB STRATEGIC TR
-$492.5K
289,878
+183%
减持
VOO
VANGUARD INDEX FDS
-$479.2K
28,737
-5%
减持
DFIC
DIMENSIONAL ETF TRUST
-$404.3K
154,431
-1%
增持
SCHF
SCHWAB STRATEGIC TR
-$292.0K
132,596
+99%
减持
IVV
ISHARES TR
-$257.7K
25,933
-4%
减持
DFIV
DIMENSIONAL ETF TRUST
-$255.9K
97,337
-0%
增持
AVDE
AMERICAN CENTY ETF TR
-$255.7K
57,149
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$237.8K
38,487
-1%
减持
SPTI
SPDR SER TR
-$205.7K
14,705
-31%
减持
USRT
ISHARES TR
-$195.0K
15,656
-12%
清仓
IGSB
ISHARES TR
-$183.4K
0
-100%
减持
DFAT
DIMENSIONAL ETF TRUST
-$182.6K
211,620
-2%
减持
SPMD
SPDR SER TR
-$162.3K
43,319
-6%
减持
VTV
VANGUARD INDEX FDS
-$153.8K
21,326
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$147.0K
1,997
+42%
增持
SCHV
SCHWAB STRATEGIC TR
-$144.9K
68,090
+185%
减持
SPTS
SPDR SER TR
-$137.8K
2,035
-70%
减持
IVE
ISHARES TR
-$131.7K
7,846
-5%
减持
DISV
DIMENSIONAL ETF TRUST
-$129.9K
42,480
-2%
增持
DIS
DISNEY WALT CO
+$120.2K
7,405
+1%
减持
AVUV
AMERICAN CENTY ETF TR
-$119.2K
561,269
-1%
减持
SCHC
SCHWAB STRATEGIC TR
-$115.1K
21,678
-3%
减持
NVDA
NVIDIA CORPORATION
+$114.0K
15,765
-4%
增持
QQQ
INVESCO QQQ TR
+$112.6K
501
+70%
减持
JNJ
JOHNSON & JOHNSON
-$107.4K
5,035
-2%
清仓
LQD
ISHARES TR
-$98.6K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$94.5K
14,562
-3%
减持
VNQ
VANGUARD INDEX FDS
-$93.7K
8,173
-3%
减持
GSLC
GOLDMAN SACHS ETF TR
-$93.6K
434
-66%
减持
DFUS
DIMENSIONAL ETF TRUST
-$87.1K
44,540
-5%
减持
—
EXXON MOBIL CORP
-$84.6K
8,333
-0%
减持
HD
HOME DEPOT INC
-$81.8K
1,518
-8%
减持
KO
COCA COLA CO
-$80.7K
8,259
-0%
减持
IWV
ISHARES TR
-$74.3K
5,548
-6%
减持
QCOM
QUALCOMM INC
-$68.5K
1,832
-11%
增持
SCHR
SCHWAB STRATEGIC TR
-$68.0K
1,588,042
+108%
减持
IWB
ISHARES TR
+$67.8K
14,108
-1%
减持
AVSC
AMERICAN CENTY ETF TR
-$59.6K
26,447
-5%
减持
SLYV
SPDR SER TR
-$58.0K
16,188
-4%
减持
MSFT
MICROSOFT CORP
-$53.1K
5,302
-0%
减持
AVMV
AMERICAN CENTY ETF TR
+$52.8K
386,671
-1%
增持
SCHA
SCHWAB STRATEGIC TR
-$51.2K
77,189
+94%
增持
SCZ
ISHARES TR
-$49.4K
7,235
+0%
减持
AVES
AMERICAN CENTY ETF TR
-$49.2K
69
-93%
减持
SPYV
SPDR SER TR
-$48.2K
3,749
-17%
建仓
XLC
SELECT SECTOR SPDR TR
+$47.9K
495
建仓
XLY
SELECT SECTOR SPDR TR
+$47.6K
212
减持
DFSV
DIMENSIONAL ETF TRUST
-$43.0K
58,275
-2%
减持
AAPL
APPLE INC
+$41.8K
13,144
-6%
清仓
SLV
ISHARES SILVER TR
-$40.0K
0
-100%
增持
DFEV
DIMENSIONAL ETF TRUST
-$39.8K
18,534
+0%
减持
SPDW
SPDR INDEX SHS FDS
-$38.0K
10,036
-1%
减持
TFC
TRUIST FINL CORP
-$37.8K
15,805
-7%
清仓
ITOT
ISHARES TR
-$37.8K
0
-100%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$35.3K
2,700
-1%
减持
VTEB
VANGUARD MUN BD FDS
-$33.6K
493
-57%
减持
VBR
VANGUARD INDEX FDS
-$33.3K
5,333
-2%
减持
IWM
ISHARES TR
-$31.5K
4,643
-3%
减持
RWR
SPDR SER TR
-$31.3K
3,797
-0%
清仓
JCPB
J P MORGAN EXCHANGE TRADED F
-$30.4K
0
-100%
减持
ORCL
ORACLE CORP
-$30.4K
3,959
-2%
减持
WMT
WALMART INC
+$28.5K
4,018
-3%
减持
OXSQ
OXFORD SQUARE CAP CORP
-$28.4K
3,818
-71%
清仓
FLRT
PACER FDS TR
-$28.4K
0
-100%
减持
IWC
ISHARES TR
+$27.2K
10,047
-3%
减持
VB
VANGUARD INDEX FDS
-$24.7K
10,242
-2%
减持
VTI
VANGUARD INDEX FDS
+$24.5K
18,165
-2%
减持
GWX
SPDR INDEX SHS FDS
-$24.0K
3,547
-10%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$23.0K
396
减持
MCD
MCDONALDS CORP
-$22.3K
799
-4%
减持
SPSM
SPDR SER TR
-$20.9K
5,075
-7%
增持
GOOGL
ALPHABET INC
+$20.4K
728
+3%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$20.2K
348
减持
GOOG
ALPHABET INC
+$20.1K
937
-1%
清仓
IVAL
EA SERIES TRUST
-$20.0K
0
-100%
减持
PFE
PFIZER INC
-$18.9K
7,751
-0%
增持
BOXX
EA SERIES TRUST
+$18.1K
3,225
+4%
减持
FLOT
ISHARES TR
-$17.7K
178
-66%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$17.3K
0
-100%
增持
EFV
ISHARES TR
-$16.3K
3,344
+0%
清仓
SHY
ISHARES TR
-$16.2K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$16.2K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$15.5K
610
-4%
减持
AMZN
AMAZON COM INC
+$14.4K
852
-8%
建仓
UGL
PROSHARES TR II
+$14.0K
150
清仓
—
ISHARES TR
-$13.9K
0
-100%
建仓
VLUE
ISHARES TR
+$13.5K
128
减持
RSG
REPUBLIC SVCS INC
-$13.4K
36
-65%
增持
IJR
ISHARES TR
-$13.2K
8,948
+0%
清仓
IGLD
FIRST TR EXCHANGE-TRADED FD
-$12.9K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$12.8K
1,501
-0%
减持
IWR
ISHARES TR
-$12.4K
418
-25%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$12.3K
0
-100%
增持
SGOV
ISHARES TR
+$11.9K
4,921
+3%
增持
PANW
PALO ALTO NETWORKS INC
+$11.8K
1,312
+98%
清仓
—
GRAYSCALE ETHEREUM MINI TR E
-$11.4K
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$11.4K
107
-61%
减持
DE
DEERE & CO
+$11.0K
1,984
-0%
增持
AVIV
AMERICAN CENTY ETF TR
+$10.9K
11,611
+10%
减持
QUBT
QUANTUM COMPUTING INC
+$10.8K
1,000
-89%
增持
AVGO
BROADCOM INC
+$10.6K
150
+7%
清仓
—
LAM RESEARCH CORP
-$10.6K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$10.5K
13,497
+1%
减持
—
NORWEGIAN CRUISE LINE HLDG L
+$10.5K
3,442
-10%
清仓
FTGS
FIRST TR EXCHANGE TRADED FD
-$9.7K
0
-100%
减持
MRK
MERCK & CO INC
-$9.6K
465
-5%
清仓
HUM
HUMANA INC
-$9.5K
0
-100%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$9.5K
484
-17%
减持
AVUS
AMERICAN CENTY ETF TR
-$9.5K
2,647
-5%
建仓
LRCX
LAM RESEARCH CORP
+$9.4K
130
增持
VUG
VANGUARD INDEX FDS
+$9.2K
88
+26%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$8.9K
51
增持
MS
MORGAN STANLEY
+$8.9K
377
+2%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$8.6K
328
-46%
减持
VV
VANGUARD INDEX FDS
+$8.1K
3,239
-1%
减持
PG
PROCTER AND GAMBLE CO
-$8.1K
1,086
-1%
减持
PAYX
PAYCHEX INC
-$7.9K
585
-13%
增持
META
META PLATFORMS INC
+$7.9K
455
+1%
清仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$7.7K
0
-100%
减持
—
TRANE TECHNOLOGIES PLC
-$7.3K
135
-8%
建仓
UBER
UBER TECHNOLOGIES INC
+$7.2K
120
清仓
QFLR
INNOVATOR ETFS TRUST
-$7.0K
0
-100%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$6.9K
180
-27%
减持
NKE
NIKE INC
-$6.9K
531
-0%
增持
VOE
VANGUARD INDEX FDS
+$6.9K
89
+98%
建仓
ANET
ARISTA NETWORKS INC
+$6.6K
60
减持
IJH
ISHARES TR
-$6.3K
13,988
-1%
增持
BIV
VANGUARD BD INDEX FDS
+$6.2K
421,682
+5%
增持
BAC
BANK AMERICA CORP
+$6.1K
1,423
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$6.1K
1,041
+294%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.9K
152
+1%
减持
RJF
RAYMOND JAMES FINL INC
+$5.8K
289
-9%
清仓
—
ARISTA NETWORKS INC
-$5.8K
0
-100%
清仓
ADSK
AUTODESK INC
-$5.5K
0
-100%
增持
EFG
ISHARES TR
-$5.4K
1,123
+6%
增持
LLY
ELI LILLY & CO
-$5.3K
194
+11%
增持
COP
CONOCOPHILLIPS
-$5.1K
877
+0%
减持
KRG
KITE RLTY GROUP TR
-$5.1K
629
-20%
