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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 11
增持 39
减持 83
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
SCHR
SCHWAB STRATEGIC TR
+$14.5M
2,135,579
+34%
增持
SCHO
SCHWAB STRATEGIC TR
+$13.5M
2,086,399
+35%
增持
DFAI
DIMENSIONAL ETF TRUST
+$8.9M
3,652,694
+1%
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。
减持
BSV
VANGUARD BD INDEX FDS
-$7.5M
324,305
-24%
减持
BIV
VANGUARD BD INDEX FDS
-$7.0M
319,594
-24%
增持
AVUV
AMERICAN CENTY ETF TR
-$3.3M
583,732
+4%
增持
DFAS
DIMENSIONAL ETF TRUST
-$3.3M
888,703
+3%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.5M
427,270
+2%
增持
AVLV
AMERICAN CENTY ETF TR
+$2.3M
908,716
+7%
增持
DFAR
DIMENSIONAL ETF TRUST
+$2.0M
1,127,983
+6%
减持
VOO
VANGUARD INDEX FDS
-$1.5M
27,250
-5%
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.2M
206,246
-3%
减持
IVV
ISHARES TR
-$1.1M
25,271
-3%
增持
AVMV
AMERICAN CENTY ETF TR
-$1.1M
393,645
+2%
增持
DFAE
DIMENSIONAL ETF TRUST
+$755.8K
608,244
+3%
增持
LRCX
LAM RESEARCH CORP
+$653.0K
9,111
+6908%
减持
SCHM
SCHWAB STRATEGIC TR
-$518.7K
286,789
-1%
建仓
WWD
WOODWARD INC
+$417.2K
2,286
增持
NVDA
NVIDIA CORPORATION
-$406.2K
15,786
+0%
减持
VTI
VANGUARD INDEX FDS
-$386.5K
17,748
-2%
减持
SPYM
SPDR SER TR
-$386.3K
79,812
-2%
减持
MSFT
MICROSOFT CORP
-$372.4K
4,962
-6%
减持
DFIV
DIMENSIONAL ETF TRUST
+$369.1K
97,120
-0%
减持
IWB
ISHARES TR
-$356.5K
13,655
-3%
减持
DFUV
DIMENSIONAL ETF TRUST
-$307.7K
586,765
-2%
减持
DFAX
DIMENSIONAL ETF TRUST
+$305.9K
311,542
-1%
增持
AAPL
APPLE INC
-$289.2K
13,516
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$287.3K
1,817
+21%
减持
IWC
ISHARES TR
-$243.3K
9,617
-4%
增持
VLO
VALERO ENERGY CORP
+$239.7K
2,743
+174%
减持
DFUS
DIMENSIONAL ETF TRUST
-$233.0K
43,095
-3%
减持
SCHA
SCHWAB STRATEGIC TR
-$225.3K
75,580
-2%
减持
VB
VANGUARD INDEX FDS
-$212.9K
10,138
-1%
减持
AVDE
AMERICAN CENTY ETF TR
+$212.8K
56,134
-2%
减持
SLYV
SPDR SER TR
-$197.0K
15,502
-4%
减持
DFIC
DIMENSIONAL ETF TRUST
+$188.0K
150,496
-3%
减持
VO
VANGUARD INDEX FDS
-$185.7K
14,155
-3%
减持
AVSC
AMERICAN CENTY ETF TR
-$184.4K
25,893
-2%
减持
SPMD
SPDR SER TR
-$183.1K
42,712
-1%
减持
DFSV
DIMENSIONAL ETF TRUST
-$163.9K
57,897
-1%
减持
IJR
ISHARES TR
-$159.5K
8,334
-7%
建仓
IONS
IONIS PHARMACEUTICALS INC
+$150.8K
5,000
建仓
SCCO
SOUTHERN COPPER CORP
+$145.7K
1,559
减持
ORCL
ORACLE CORP
-$139.8K
3,719
-6%
减持
SCHX
SCHWAB STRATEGIC TR
-$138.8K
83,306
-2%
增持
JBL
JABIL INC
+$135.9K
1,023
+4348%
增持
COP
CONOCOPHILLIPS
+$125.0K
2,018
+130%
减持
HD
HOME DEPOT INC
-$124.2K
1,272
-16%
减持
SCHF
SCHWAB STRATEGIC TR
+$122.3K
130,199
-2%
增持
DISV
DIMENSIONAL ETF TRUST
+$116.7K
42,767
+1%
清仓
AFG
AMERICAN FINL GROUP INC OHIO
-$113.1K
0
-100%
减持
IWM
ISHARES TR
-$112.3K
4,580
-1%
减持
IJH
ISHARES TR
-$110.6K
13,043
-7%
减持
SGOV
ISHARES TR
-$92.8K
3,982
-19%
减持
JNJ
JOHNSON & JOHNSON
+$89.6K
4,931
-2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$82.4K
37,784
-2%
减持
TFC
TRUIST FINL CORP
-$80.2K
14,712
-7%
减持
META
META PLATFORMS INC
-$79.5K
324
-29%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$77.5K
1,840
-70%
减持
VBR
VANGUARD INDEX FDS
-$76.4K
5,263
-1%
增持
TXN
TEXAS INSTRS INC
+$72.5K
2,607
+23%
增持
DIS
DISNEY WALT CO
-$72.1K
7,623
+3%
减持
VTV
VANGUARD INDEX FDS
+$69.5K
21,304
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$68.9K
717
-32%
减持
KO
COCA COLA CO
+$65.2K
8,090
-2%
减持
SCHV
SCHWAB STRATEGIC TR
-$64.8K
64,346
-5%
建仓
MSTR
MICROSTRATEGY INC
+$64.0K
222
清仓
VYM
VANGUARD WHITEHALL FDS
-$63.8K
0
-100%
增持
T
AT&T INC
+$59.3K
9,808
+2%
减持
TSLA
TESLA INC
-$58.7K
372
-3%
减持
IVE
ISHARES TR
-$58.0K
7,554
-4%
建仓
FUL
FULLER H B CO
+$56.1K
1,000
增持
BITB
BITWISE BITCOIN ETF TR
+$54.7K
5,835
+43%
减持
VV
VANGUARD INDEX FDS
-$49.8K
3,205
-1%
建仓
PSX
PHILLIPS 66
+$47.5K
385
减持
AVIV
AMERICAN CENTY ETF TR
+$45.3K
11,431
-2%
减持
WMT
WALMART INC
-$44.9K
3,624
-10%
建仓
SYY
SYSCO CORP
+$42.8K
570
减持
SPTI
SPDR SER TR
-$39.6K
12,958
-12%
清仓
RSPU
INVESCO EXCHANGE TRADED FD T
-$39.4K
0
-100%
减持
DE
DEERE & CO
+$38.9K
1,874
-6%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$37.1K
0
-100%
减持
GOOG
ALPHABET INC
-$36.7K
907
-3%
减持
TJX
TJX COS INC NEW
-$36.5K
3,170
-9%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$35.1K
0
-100%
建仓
TD
TORONTO DOMINION BK ONT
+$32.4K
541
清仓
LNG
CHENIERE ENERGY INC
-$32.2K
0
-100%
减持
SPSM
SPDR SER TR
-$31.8K
4,812
-5%
减持
FAST
FASTENAL CO
-$30.5K
42
-91%
减持
PG
PROCTER AND GAMBLE CO
-$30.4K
890
-18%
增持
GE
GE AEROSPACE
+$29.6K
262
+91%
减持
GOOGL
ALPHABET INC
-$29.3K
702
-4%
增持
XLK
SELECT SECTOR SPDR TR
-$29.2K
2,107
+6%
增持
LLY
ELI LILLY & CO
+$28.7K
216
+11%
增持
XLU
SELECT SECTOR SPDR TR
+$27.7K
1,458
+26%
减持
AGG
ISHARES TR
-$27.0K
186
-60%
增持
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$27.0K
2,263
+8%
清仓
CINF
CINCINNATI FINL CORP
-$26.9K
0
-100%
建仓
MSIF
MSC INCOME FUND INC
+$24.8K
1,612
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$24.0K
53
-90%
减持
DFAC
DIMENSIONAL ETF TRUST
-$23.2K
13,449
-0%
增持
—
NORWEGIAN CRUISE LINE HLDG L
-$21.4K
3,542
+3%
清仓
LIT
GLOBAL X FDS
-$20.4K
0
-100%
减持
IWD
ISHARES TR
-$19.3K
763
-13%
减持
IJT
ISHARES TR
-$19.0K
256
-32%
减持
NKE
NIKE INC
-$18.7K
338
-36%
减持
IEFA
ISHARES TR
-$18.4K
334
-46%
建仓
AES
AES CORP
+$18.4K
1,483
增持
IVW
ISHARES TR
-$18.3K
3,689
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$18.1K
1,949
-19%
减持
USRT
ISHARES TR
-$16.0K
15,300
-2%
增持
LW
LAMB WESTON HLDGS INC
+$15.9K
333
+1133%
减持
CVX
CHEVRON CORP NEW
-$15.7K
1,035
-21%
减持
SCHC
SCHWAB STRATEGIC TR
+$14.5K
21,147
-2%
清仓
FFBC
FIRST FINL BANCORP OH
-$14.2K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
+$14.1K
9,795
-2%
清仓
MCHI
ISHARES TR
-$14.1K
0
-100%
清仓
UGL
PROSHARES TR II
-$14.0K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
-$13.9K
9,110
-2%
清仓
VLUE
ISHARES TR
-$13.5K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$13.2K
280
+133%
减持
AVUS
AMERICAN CENTY ETF TR
-$12.1K
2,646
-0%
减持
SPTS
SPDR SER TR
-$11.8K
1,616
-21%
增持
PYPL
PAYPAL HLDGS INC
-$10.8K
552
+1%
减持
WFC
WELLS FARGO CO NEW
-$10.1K
804
-17%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$9.8K
252
+66%
清仓
VDC
VANGUARD WORLD FD
-$9.2K
0
-100%
减持
PEP
PEPSICO INC
-$9.2K
399
-12%
清仓
FLOT
ISHARES TR
-$9.1K
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$8.9K
0
-100%
增持
GEV
GE VERNOVA INC
+$8.7K
64
+94%
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$8.6K
501
减持
—
CARNIVAL CORP
-$8.4K
1,100
-8%
减持
CSX
CSX CORP
-$8.4K
1,740
-6%
增持
QVAL
EA SERIES TRUST
-$8.3K
4,675
+0%
减持
PRU
PRUDENTIAL FINL INC
-$8.3K
533
-7%
增持
CRM
SALESFORCE INC
+$7.7K
45
+246%
清仓
DGX
QUEST DIAGNOSTICS INC
-$7.5K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$7.0K
115
+229%
减持
MCD
MCDONALDS CORP
+$7.0K
764
-4%
减持
VNQ
VANGUARD INDEX FDS
+$7.0K
8,119
-1%
增持
SMCI
SUPER MICRO COMPUTER INC
+$6.9K
325
+132%
减持
DSI
ISHARES TR
-$6.5K
463
-5%
减持
SCHH
SCHWAB STRATEGIC TR
+$6.1K
217,183
-2%
减持
BP
BP PLC
-$5.7K
947
-26%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$5.6K
74
-39%
增持
PFE
PFIZER INC
-$5.4K
7,901
+2%
清仓
BH
BIGLARI HLDGS INC
-$5.3K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$5.3K
4,719
-0%
减持
MDLZ
MONDELEZ INTL INC
-$5.1K
1,169
-17%
