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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 5
增持 34
减持 86
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
DFAI
DIMENSIONAL ETF TRUST
+$7.6M
3,627,710
+1%
增持
AVLV
AMERICAN CENTY ETF TR
+$7.4M
1,138,940
+4%
增持
SCHO
SCHWAB STRATEGIC TR
+$5.5M
3,670,514
+7%
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
+$4.9M
3,656,158
+6%
增持
BOXX
EA SERIES TRUST
+$2.6M
42,588
+109%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.5M
645,547
+1%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.0M
966,616
+1%
增持
AVMV
AMERICAN CENTY ETF TR
+$1.7M
443,990
+2%
减持
AVDV
AMERICAN CENTY ETF TR
+$1.5M
398,564
-1%
增持
DFAR
DIMENSIONAL ETF TRUST
+$778.5K
1,358,580
+7%
减持
DFUV
DIMENSIONAL ETF TRUST
+$677.2K
556,567
-2%
减持
VOO
VANGUARD INDEX FDS
-$565.6K
22,019
-6%
减持
XLK
SELECT SECTOR SPDR TR
-$486.8K
744
-65%
减持
DFAE
DIMENSIONAL ETF TRUST
+$463.3K
597,107
-1%
减持
ORCL
ORACLE CORP
-$343.7K
3,603
-3%
减持
DFAX
DIMENSIONAL ETF TRUST
+$315.5K
300,546
-1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$310.0K
92,899
-1%
增持
AAPL
APPLE INC
+$229.8K
13,242
+0%
减持
NVDA
NVIDIA CORPORATION
-$221.3K
14,642
-7%
增持
AVDE
AMERICAN CENTY ETF TR
+$216.0K
55,452
+1%
减持
MSFT
MICROSOFT CORP
-$196.3K
4,964
-1%
减持
QQQ
INVESCO QQQ TR
-$193.8K
174
-65%
减持
DFIC
DIMENSIONAL ETF TRUST
+$191.1K
135,017
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$183.4K
27,747
-8%
减持
SCHH
SCHWAB STRATEGIC TR
-$179.9K
172,816
-2%
减持
ETHA
ISHARES ETHEREUM TR
-$159.2K
8,848
-22%
减持
VO
VANGUARD INDEX FDS
-$157.3K
13,069
-3%
减持
BIV
VANGUARD BD INDEX FDS
-$132.0K
29,533
-5%
减持
SPYM
SPDR SERIES TRUST
-$110.9K
74,574
-4%
增持
AXP
AMERICAN EXPRESS CO
+$105.4K
2,438
+2%
减持
DIS
DISNEY WALT CO
-$104.8K
5,978
-13%
增持
BITB
BITWISE BITCOIN ETF TR
-$103.4K
7,085
+0%
减持
DISV
DIMENSIONAL ETF TRUST
+$95.7K
43,182
-0%
减持
IWB
ISHARES TR
+$90.3K
13,088
-0%
增持
NOW
SERVICENOW INC
+$83.3K
730
+2255%
减持
JNJ
JOHNSON & JOHNSON
+$78.8K
4,623
-2%
减持
IVV
ISHARES TR
-$63.6K
23,258
-3%
减持
WEC
WEC ENERGY GROUP INC
-$60.7K
4,893
-3%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$54.5K
0
-100%
减持
GOOG
ALPHABET INC
+$54.4K
833
-2%
减持
SCHM
SCHWAB STRATEGIC TR
+$51.9K
269,680
-1%
减持
VTI
VANGUARD INDEX FDS
+$50.2K
17,146
-1%
减持
SO
SOUTHERN CO
-$49.2K
106
-83%
增持
HD
HOME DEPOT INC
-$48.5K
1,234
+6%
减持
VLO
VALERO ENERGY CORP
-$48.3K
2,572
-6%
减持
MUB
ISHARES TR
-$46.6K
1,058
-30%
增持
WMT
WALMART INC
+$44.4K
3,751
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$43.4K
3,511
+20%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$43.4K
4,955
+1%
减持
VTV
VANGUARD INDEX FDS
+$43.3K
20,876
-1%
建仓
CRWV
COREWEAVE INC
+$41.8K
584
减持
SCHF
SCHWAB STRATEGIC TR
+$41.7K
121,559
-2%
减持
AVIV
AMERICAN CENTY ETF TR
-$41.1K
8,819
-11%
增持
SCCO
SOUTHERN COPPER CORP
+$40.4K
1,751
+1%
减持
SCHC
SCHWAB STRATEGIC TR
-$40.0K
19,107
-4%
减持
VNQ
VANGUARD INDEX FDS
-$38.7K
7,871
-2%
减持
GOOGL
ALPHABET INC
+$37.4K
602
-3%
减持
DFSV
DIMENSIONAL ETF TRUST
+$32.9K
62,560
-2%
减持
NOC
NORTHROP GRUMMAN CORP
-$31.9K
675
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$31.2K
331
+46%
减持
—
DUPONT DE NEMOURS INC
-$30.9K
488
-25%
减持
USRT
ISHARES TR
-$28.5K
15,004
-0%
增持
AMZN
AMAZON COM INC
+$28.3K
1,209
+6%
增持
VUG
VANGUARD INDEX FDS
+$27.3K
125
+79%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$27.0K
35,874
-2%
建仓
XBIL
RBB FD INC
+$26.7K
534
减持
SCHV
SCHWAB STRATEGIC TR
+$26.5K
62,255
-0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$25.6K
40,784
-1%
减持
IWV
ISHARES TR
+$25.3K
5,500
-1%
减持
IWC
ISHARES TR
+$25.2K
8,917
-4%
减持
KO
COCA COLA CO
+$25.1K
8,033
-1%
建仓
Q
QNITY ELECTRONICS INC
+$24.7K
302
减持
SSB
SOUTHSTATE BK CORP
-$24.6K
2,174
-6%
增持
DFAC
DIMENSIONAL ETF TRUST
+$22.6K
13,401
+2%
减持
DFAT
DIMENSIONAL ETF TRUST
+$22.1K
195,022
-2%
清仓
BIL
SPDR SERIES TRUST
-$22.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC
+$21.7K
4,708
-0%
减持
GWX
SPDR INDEX SHS FDS
-$21.7K
2,629
-18%
减持
DFEV
DIMENSIONAL ETF TRUST
+$21.3K
17,641
-2%
增持
NFLX
NETFLIX INC
-$21.2K
810
+900%
增持
AVUS
AMERICAN CENTY ETF TR
+$20.9K
2,760
+4%
减持
AVSC
AMERICAN CENTY ETF TR
+$20.8K
27,218
-1%
减持
CLX
CLOROX CO DEL
-$18.4K
303
-24%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$18.4K
856
+131%
增持
SPTS
SPDR SERIES TRUST
+$18.3K
2,162
+41%
建仓
IAU
ISHARES GOLD TR
+$17.8K
219
减持
VV
VANGUARD INDEX FDS
+$16.6K
3,152
-1%
减持
TFC
TRUIST FINL CORP
+$16.1K
13,996
-5%
增持
META
META PLATFORMS INC
+$15.9K
432
+18%
减持
SPYV
SPDR SERIES TRUST
-$15.6K
3,322
-10%
增持
AGG
ISHARES TR
+$14.4K
331
+78%
增持
IJS
ISHARES TR
+$14.2K
797
+15%
清仓
FISV
FISERV INC
-$14.2K
0
-100%
清仓
ZTS
ZOETIS INC
-$13.3K
0
-100%
建仓
SSRM
SSR MINING IN
+$13.2K
600
减持
SCHB
SCHWAB STRATEGIC TR
-$12.7K
6,859
-8%
减持
PG
PROCTER AND GAMBLE CO
-$12.1K
870
-2%
减持
VB
VANGUARD INDEX FDS
-$12.0K
9,244
-2%
减持
SGOV
ISHARES TR
-$11.9K
8,332
-1%
减持
SLYV
SPDR SERIES TRUST
-$11.9K
14,226
-3%
清仓
—
MONOGRAM TECHNOLOGIES INC
-$11.7K
0
-100%
清仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$11.5K
0
-100%
减持
F
FORD MTR CO
-$11.4K
451
-69%
减持
SCHX
SCHWAB STRATEGIC TR
+$10.8K
80,604
-2%
清仓
PFFA
ETFIS SER TR I
-$10.0K
0
-100%
减持
ITA
ISHARES TR
-$9.6K
48
-49%
减持
COST
COSTCO WHSL CORP NEW
-$9.5K
120
-2%
减持
RWR
SPDR SERIES TRUST
-$9.1K
3,763
-0%
减持
RJF
RAYMOND JAMES FINL INC
-$8.4K
258
-11%
增持
TSLA
TESLA INC
+$8.4K
352
+4%
减持
EFV
ISHARES TR
-$8.2K
3,062
-8%
减持
IJR
ISHARES TR
+$8.1K
8,047
-0%
清仓
BKR
BAKER HUGHES COMPANY
-$8.1K
0
-100%
减持
VBR
VANGUARD INDEX FDS
+$7.4K
5,204
-1%
清仓
—
GARMIN LTD
-$7.4K
0
-100%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$7.3K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$7.2K
1,007
-3%
增持
—
STRATEGY INC
-$7.2K
673
+2%
清仓
EFX
EQUIFAX INC
-$7.2K
0
-100%
减持
AFL
AFLAC INC
-$7.1K
322
-15%
清仓
MSIF
MSC INCOME FUND INC
-$7.0K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
+$7.0K
9,136
-2%
减持
ROP
ROPER TECHNOLOGIES INC
-$6.8K
15
-44%
减持
ARW
ARROW ELECTRS INC
-$6.7K
41
-56%
减持
MU
MICRON TECHNOLOGY INC
-$6.7K
35
-65%
减持
PRU
PRUDENTIAL FINL INC
-$6.4K
533
-17%
减持
DE
DEERE & CO
-$6.3K
1,827
-3%
减持
AVGO
BROADCOM INC
-$6.0K
140
-15%
清仓
—
INTERPUBLIC GROUP COS INC
-$5.6K
0
-100%
减持
IVE
ISHARES TR
-$5.5K
7,317
-3%
减持
ET
ENERGY TRANSFER L P
-$5.2K
116
-72%
清仓
SHW
SHERWIN WILLIAMS CO
-$5.2K
0
-100%
增持
LUV
SOUTHWEST AIRLS CO
+$5.2K
513
+2%
减持
SCZ
ISHARES TR
+$5.2K
6,972
-0%
清仓
HIG
HARTFORD INSURANCE GROUP INC
-$4.9K
0
-100%
增持
BAC
BANK AMERICA CORP
+$4.9K
1,429
+0%
清仓
GBX
GREENBRIER COS INC
-$4.9K
0
-100%
减持
EQIX
EQUINIX INC
-$4.9K
10
-38%
减持
IJH
ISHARES TR
-$4.7K
12,637
-2%
清仓
AIR
AAR CORP
-$4.7K
0
-100%
清仓
TLT
ISHARES TR
-$4.6K
0
-100%
清仓
—
ISHARES TR
-$4.6K
0
-100%
清仓
TNL
TRAVEL PLUS LEISURE CO
-$4.6K
0
-100%
清仓
EXAS
EXACT SCIENCES CORP
-$4.6K
0
-100%
减持
FDX
FEDEX CORP
-$4.5K
22
-52%
清仓
WY
WEYERHAEUSER CO MTN BE
-$4.3K
0
-100%
减持
IDXX
IDEXX LABS INC
-$4.2K
7
-50%
清仓
HPQ
HP INC
-$4.2K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$4.2K
0
-100%
清仓
VLTO
VERALTO CORP
-$4.2K
0
-100%
