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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 15
增持 45
减持 77
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
AVLV
AMERICAN CENTY ETF TR
+$8.9M
1,091,822
+6%
增持
DFAI
DIMENSIONAL ETF TRUST
+$7.3M
3,593,322
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$5.4M
636,120
+0%
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
SCHR
SCHWAB STRATEGIC TR
+$5.3M
3,452,681
+6%
增持
SCHO
SCHWAB STRATEGIC TR
+$4.8M
3,441,065
+6%
增持
DFAS
DIMENSIONAL ETF TRUST
+$4.6M
954,551
+0%
减持
AVDV
AMERICAN CENTY ETF TR
+$3.4M
403,602
-2%
增持
DFAR
DIMENSIONAL ETF TRUST
+$2.2M
1,271,890
+6%
增持
BOXX
EA SERIES TRUST
+$2.0M
20,376
+538%
增持
AVMV
AMERICAN CENTY ETF TR
+$1.8M
434,032
+1%
减持
DFAE
DIMENSIONAL ETF TRUST
+$1.4M
602,109
-1%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.1M
565,076
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
+$721.8K
199,099
-1%
减持
AAPL
APPLE INC
+$650.7K
13,235
-0%
减持
IVV
ISHARES TR
+$589.1K
23,897
-4%
增持
SGOV
ISHARES TR
+$581.0K
8,424
+217%
减持
DFAX
DIMENSIONAL ETF TRUST
+$518.3K
303,423
-1%
增持
NVDA
NVIDIA CORPORATION
+$476.8K
15,821
+1%
减持
VOO
VANGUARD INDEX FDS
-$468.4K
23,472
-10%
减持
SPYM
SPDR SERIES TRUST
+$379.6K
77,779
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$376.8K
30,036
-14%
增持
ETHA
ISHARES ETHEREUM TR
+$357.4K
11,350
+80971%
减持
VTI
VANGUARD INDEX FDS
+$336.4K
17,364
-2%
清仓
MMM
3M CO
-$334.9K
0
-100%
减持
IWB
ISHARES TR
+$327.9K
13,126
-0%
减持
SCHM
SCHWAB STRATEGIC TR
+$302.9K
271,841
-2%
减持
DFIV
DIMENSIONAL ETF TRUST
+$285.8K
93,791
-1%
建仓
SSB
SOUTHSTATE BK CORP
+$229.2K
2,318
清仓
—
SOUTHSTATE CORPORATION
-$213.3K
0
-100%
减持
VTV
VANGUARD INDEX FDS
+$202.1K
21,148
-0%
减持
AVDE
AMERICAN CENTY ETF TR
+$181.8K
55,118
-2%
减持
AVSC
AMERICAN CENTY ETF TR
+$145.3K
27,563
-1%
减持
DFSV
DIMENSIONAL ETF TRUST
+$143.1K
63,590
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$142.9K
41,404
-3%
减持
BIV
VANGUARD BD INDEX FDS
-$142.4K
31,144
-6%
减持
JNJ
JOHNSON & JOHNSON
+$142.0K
4,735
-2%
减持
SCHA
SCHWAB STRATEGIC TR
+$141.6K
73,047
-3%
减持
VO
VANGUARD INDEX FDS
+$141.5K
13,448
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$136.0K
36,596
-1%
清仓
—
FARO TECHNOLOGIES INC
-$131.8K
0
-100%
减持
DIS
DISNEY WALT CO
-$115.5K
6,855
-6%
减持
SCHX
SCHWAB STRATEGIC TR
+$115.3K
81,938
-2%
减持
GIS
GENERAL MLS INC
-$107.5K
2,451
-45%
增持
MSFT
MICROSOFT CORP
+$103.5K
5,014
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$102.7K
2,315
-1%
减持
DFIC
DIMENSIONAL ETF TRUST
+$102.1K
136,064
-3%
减持
SCHH
SCHWAB STRATEGIC TR
-$100.5K
175,710
-4%
减持
SLYV
SPDR SERIES TRUST
+$94.6K
14,732
-3%
增持
IVE
ISHARES TR
+$92.0K
7,541
+1%
增持
BITB
BITWISE BITCOIN ETF TR
+$88.8K
7,077
+18%
增持
IJR
ISHARES TR
+$82.6K
8,070
+1%
减持
SPMD
SPDR SERIES TRUST
+$82.1K
40,796
-1%
减持
VB
VANGUARD INDEX FDS
+$79.3K
9,424
-4%
减持
SCHF
SCHWAB STRATEGIC TR
+$79.0K
123,738
-2%
增持
VBR
VANGUARD INDEX FDS
+$72.4K
5,245
+0%
减持
SCHV
SCHWAB STRATEGIC TR
+$69.7K
62,413
-1%
减持
VV
VANGUARD INDEX FDS
+$66.6K
3,169
-1%
增持
—
EXXON MOBIL CORP
+$56.8K
8,471
+2%
增持
MSTR
STRATEGY INC
+$52.4K
441
+99%
增持
SCCO
SOUTHERN COPPER CORP
+$51.6K
1,737
+10%
清仓
SOLV
SOLVENTUM CORP
-$51.2K
0
-100%
建仓
ETHV
VANECK ETHEREUM TR
+$48.3K
792
增持
AXP
AMERICAN EXPRESS CO
+$47.6K
2,398
+2%
减持
GOOG
ALPHABET INC
+$46.1K
850
-6%
减持
PFF
ISHARES TR
-$41.5K
1,046
-57%
减持
IJH
ISHARES TR
+$41.2K
12,851
-0%
减持
TSLA
TESLA INC
+$40.6K
337
-2%
增持
AMZN
AMAZON COM INC
+$39.7K
1,142
+19%
减持
GOOGL
ALPHABET INC
+$38.9K
621
-2%
减持
IVW
ISHARES TR
+$37.2K
3,673
-0%
减持
SCHC
SCHWAB STRATEGIC TR
+$34.9K
19,995
-3%
减持
AVIV
AMERICAN CENTY ETF TR
+$34.0K
9,924
-3%
增持
V
VISA INC
+$33.7K
129
+345%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$32.3K
87
+521%
增持
IXUS
ISHARES TR
+$32.3K
551
+222%
减持
DFAC
DIMENSIONAL ETF TRUST
+$30.6K
13,170
-1%
减持
DFEV
DIMENSIONAL ETF TRUST
+$29.5K
17,995
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$29.2K
90
+50%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$28.3K
1,812
-0%
清仓
MAR
MARRIOTT INTL INC NEW
-$27.3K
0
-100%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$26.8K
2,103
+8%
增持
LLY
ELI LILLY & CO
+$26.5K
288
+16%
减持
LMT
LOCKHEED MARTIN CORP
-$26.2K
95
-40%
减持
AVEM
AMERICAN CENTY ETF TR
+$23.1K
4,140
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$22.9K
371
+1755%
清仓
BITO
PROSHARES TR
-$22.3K
0
-100%
减持
BDX
BECTON DICKINSON & CO
-$22.1K
75
-64%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$22.1K
319
+20%
建仓
BIL
SPDR SERIES TRUST
+$22.0K
240
减持
USRT
ISHARES TR
+$20.3K
15,040
-1%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$18.6K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
+$18.6K
8,042
-0%
增持
ABBV
ABBVIE INC
+$18.1K
314
+7%
增持
—
STRATEGY INC
-$17.6K
657
+2%
减持
SPDW
SPDR INDEX SHS FDS
+$17.5K
9,319
-1%
减持
MUB
ISHARES TR
-$15.9K
1,502
-11%
增持
RWR
SPDR SERIES TRUST
+$14.7K
3,776
+0%
减持
NKE
NIKE INC
-$14.1K
145
-57%
减持
SPSM
SPDR SERIES TRUST
+$14.0K
4,596
-2%
减持
HOOD
ROBINHOOD MKTS INC
+$13.5K
300
-5%
增持
FCX
FREEPORT-MCMORAN INC
+$13.4K
437
+402%
清仓
CRM
SALESFORCE INC
-$12.3K
0
-100%
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$11.5K
1,268
减持
BA
BOEING CO
-$11.4K
215
-22%
增持
IEMG
ISHARES INC
+$10.7K
539
+30%
减持
AVGO
BROADCOM INC
-$10.3K
165
-30%
建仓
PFFA
ETFIS SER TR I
+$10.0K
462
建仓
EBS
EMERGENT BIOSOLUTIONS INC
+$10.0K
1,136
建仓
AMT
AMERICAN TOWER CORP NEW
+$9.6K
50
减持
SCHB
SCHWAB STRATEGIC TR
-$9.5K
7,491
-12%
减持
MRK
MERCK & CO INC
-$9.4K
327
-30%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$9.4K
1,954
+0%
减持
PYPL
PAYPAL HLDGS INC
-$9.4K
522
-13%
增持
PRU
PRUDENTIAL FINL INC
+$9.3K
642
+20%
建仓
BMNR
BITMINE IMMERSION TECNOLOGIE
+$9.1K
175
减持
QVAL
EA SERIES TRUST
+$8.6K
4,430
-2%
清仓
OXSQ
OXFORD SQUARE CAP CORP
-$8.5K
0
-100%
增持
DFCF
DIMENSIONAL ETF TRUST
+$8.3K
829
+29%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.2K
226
+1%
增持
DFSD
DIMENSIONAL ETF TRUST
+$8.1K
727
+30%
建仓
BLOK
AMPLIFY ETF TR
+$7.9K
118
减持
CSCO
CISCO SYS INC
-$7.8K
886
-10%
建仓
ET
ENERGY TRANSFER L P
+$7.1K
416
减持
XLU
SELECT SECTOR SPDR TR
+$7.1K
1,447
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$7.1K
50
-55%
建仓
MSIF
MSC INCOME FUND INC
+$7.0K
536
清仓
ANSS
ANSYS INC
-$6.7K
0
-100%
减持
HD
HOME DEPOT INC
+$6.6K
1,167
-8%
减持
VXUS
VANGUARD STAR FDS
-$6.4K
14
-87%
增持
BAC
BANK AMERICA CORP
+$6.2K
1,427
+0%
减持
PFE
PFIZER INC
+$6.0K
7,751
-2%
减持
UBER
UBER TECHNOLOGIES INC
-$5.9K
225
-25%
减持
BP
BP PLC
-$5.6K
659
-30%
增持
AVGE
AMERICAN CENTY ETF TR
+$5.0K
721
+1%
减持
RWX
SPDR INDEX SHS FDS
-$4.9K
306
-37%
减持
META
META PLATFORMS INC
-$4.9K
366
-1%
建仓
TLT
ISHARES TR
+$4.6K
52
建仓
EXAS
EXACT SCIENCES CORP
+$4.6K
84
增持
ARKK
ARK ETF TR
+$4.5K
215
+8%
减持
DSI
ISHARES TR
+$4.4K
461
-0%
建仓
KBDC
KAYNE ANDERSON BDC INC
+$3.9K
293
清仓
EIX
EDISON INTL
-$3.7K
0
-100%
减持
DFAU
DIMENSIONAL ETF TRUST
+$3.4K
1,069
-1%
增持
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$3.2K
2,338
+1%
减持
MU
MICRON TECHNOLOGY INC
+$2.6K
100
-13%
增持
CMCSA
COMCAST CORP NEW
-$2.5K
700
+2%
减持
SIRI
SIRIUSXM HOLDINGS INC
-$2.3K
20
-83%
清仓
CNC
CENTENE CORP DEL
-$2.3K
0
-100%
清仓
—
SPARTANNASH CO
-$2.1K
0
-100%
建仓
NFJ
VIRTUS DIVIDEND INTEREST & P
+$2.1K
158
