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LBMC INVESTMENT ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LBMC INVESTMENT ADVISORS, LLC
报告期 2026-03-31 · CIK 0001536924
持仓数
230
前50大市值合计
$1.47B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
21Q2
21Q4 调仓
2021-06-30 → 2021-12-31 · 共 146 项
建仓 14
增持 75
减持 45
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
IVV
Ishares TRUST S&P 500
+$30.6M
485,667
+4%
增持
RSP
Invesco S&P 500 Eql Wgt
+$28.6M
1,419,760
+6%
增持
IEFA
Ishares Core Msci Eafe
+$5.8M
544,881
+17%
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
HDV
Ishares Msci ETF High Dividend Equity Fund
+$4.8M
479,306
+6%
增持
ICF
Ishares Cohen Steers REIT
+$4.0M
365,994
+0%
增持
DVY
Ishares Tr Dow Jones Select Divid Index
+$3.7M
259,207
+8%
增持
VYM
Vanguard High Div ETF
+$3.6M
90,076
+44%
增持
VNQ
Vanguard REIT
+$3.2M
103,601
+20%
增持
AAPL
Apple Computer Inc
+$2.9M
61,129
+5%
增持
VEA
Vanguard Europe Pac Etf
+$2.7M
476,650
+13%
增持
VTWO
Vanguard Russell 2000
+$2.7M
143,200
+30%
减持
HCA
Hca The Healthcare Co
+$1.8M
45,762
-5%
增持
IWM
Ishares Russell 2000
-$1.6M
769,351
+2%
增持
EEM
Ishares MSCI Emrg Mkt Fd
-$1.6M
293,518
+2%
减持
VCSH
Vanguard Short Term Cor
-$1.4M
12,285
-58%
增持
QQQ
Nasdaq 100 Shares
+$1.2M
12,055
+18%
减持
IVW
Ishares Tr S&P 500/ Barra Growth Index
+$1.1M
114,920
-1%
增持
MSFT
Microsoft Corp
+$1.1M
13,066
+7%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$1.1M
21,211
-47%
建仓
SCHD
Sch US Div Equity Etf
+$1.1M
13,189
建仓
DGRO
Ishares TRUST Core Divid Gwth
+$967.0K
17,402
减持
VTI
Vanguard Total Stock Mkt
+$958.0K
65,061
-2%
减持
VOO
Vanguard S&P 500 Etf
+$921.0K
26,113
-2%
减持
IDU
Ishares Tr Dj US Utils
+$903.0K
122,877
-3%
建仓
VXF
Vanguard Extended Mkt
+$779.0K
4,261
增持
GOOGL
Google Inc Cl A
+$684.0K
1,074
+8%
增持
EFA
Ishares Tr MSCI EAFE Fd
+$637.0K
657,359
+2%
增持
HD
Home Depot Inc
+$614.0K
6,212
+1%
增持
IVE
Ishares Tr S&P 500/ Value Index Fd
+$528.0K
45,742
+2%
建仓
VTWV
Vanguard Russell 2000 Value ETF
+$508.0K
3,496
增持
VWO
Vanguard Emerging Market
-$476.0K
128,007
+2%
建仓
VTWG
Vanguard Russell 2000 Growth ETF
+$462.0K
2,165
减持
AOS
Smith A O
+$454.0K
62,304
-8%
清仓
RNG
Ringcentral Inc-Class A
-$436.0K
0
-100%
减持
BSV
Vanguard Short Term Bd Index
-$408.0K
14,894
-24%
减持
VO
Vanguard Mid Cap
+$385.0K
26,644
-1%
建仓
PLTR
Palantir Technologies Inc
+$346.0K
19,020
清仓
GSLC
Goldman Sachs Etf Tr Equity Etf
-$343.0K
0
-100%
清仓
LUV
Southwest Airlines Co
-$340.0K
0
-100%
清仓
PENN
Penn National Gaming
-$318.0K
0
-100%
减持
GPN
Global Pmts Inc Com
-$297.0K
2,190
-31%
清仓
FDN
First Tr Dj Internet Fd
-$271.0K
0
-100%
清仓
ICSH
iShares Ultra Short-Term Bond ETF
-$270.0K
0
-100%
减持
DIS
Disney Walt Hldg Co
-$268.0K
11,726
-1%
增持
BX
Blackstone Group LP
+$266.0K
8,255
+0%
建仓
TMO
Thermo Fisher Scntfc
+$257.0K
385
减持
AOA
Ishares Tr S&P Aggressive
+$251.0K
148,468
-1%
清仓
PYPL
Paypal Holdings Inco
-$246.0K
0
-100%
清仓
PSX
Phillips
-$236.0K
0
-100%
建仓
—
Trane Technologies PLC
+$235.0K
1,164
建仓
MU
Micron Technology Inc
+$231.0K
2,480
清仓
—
General Electric Company
-$229.0K
0
-100%
清仓
IIIV
i3 Verticals Inc
-$225.0K
0
-100%
增持
COST
Costco Whsl Corp New
+$217.0K
1,159
+4%
减持
CRM
Salesforce Com
-$217.0K
1,021
-48%
建仓
BIV
Vanguard Bond Index Fund
+$211.0K
2,409
建仓
BTI
Brit Amer Tobacco
+$209.0K
5,585
建仓
PAYC
Paycom Software Inc Com Usd0.01
+$209.0K
503
建仓
CMCSA
Comcast Corp New Cl A
+$203.0K
4,027
建仓
GE
General Electric Company
+$201.0K
2,125
增持
SO
The Southern Company
+$200.0K
18,605
+5%
减持
VIG
Vanguard Div Appreciation
+$194.0K
14,176
-2%
减持
BA
Boeing Co
-$187.0K
1,176
-34%
减持
T
A T & T Corp
-$187.0K
14,435
-23%
增持
UNH
Unitedhealth Group Inc
+$186.0K
1,372
+9%
减持
BRK/B
Berkshire Hathaway Cl B
+$177.0K
10,360
-1%
增持
AMZN
Amazon Com Inc
+$173.0K
961
+9%
减持
SPY
S P D R TRUST Unit SR
+$162.0K
7,353
-5%
增持
PFE
Pfizer Incorporated
+$160.0K
8,011
+0%
增持
SCHX
Schw US Lcap Etf
+$157.0K
12,421
+3%
增持
VT
Vanguard Total World
+$154.0K
10,052
+12%
增持
AOR
Ishares Tr S&P Allocation Fd
+$151.0K
80,243
+1%
减持
KO
Coca Cola Company
+$150.0K
31,574
-1%
增持
GM
General Motors Corp
+$136.0K
16,354
+18%
减持
SNPS
Synopsys Inc
+$133.0K
1,522
-2%
减持
RF
Regions Financial Cp New
-$131.0K
21,338
-28%
减持
SPHQ
Invesco S&P 500A(R) Quality ETF
-$130.0K
8,905
-28%
减持
QUS
SPDRA(R) MSCI USA StrategicFactors ETF
-$130.0K
3,774
-28%
减持
GOOG
Google Inc Class C
+$125.0K
641
-7%
减持
—
Pinnancle Finl Partners Inc
+$124.0K
18,204
-0%
减持
MUB
Ishares National Muni Bond Etf
-$114.0K
7,015
-12%
增持
FNDX
Schwab Fundamental US
+$112.0K
19,135
+4%
增持
IJH
Ishares Tr S&P Midcap
+$112.0K
7,652
+0%
减持
PEP
Pepsico Incorporated
+$111.0K
4,955
-2%
增持
ABBV
Abbvie Inc
+$110.0K
3,313
+10%
减持
MA
Mastercard Inc
-$107.0K
2,164
-11%
增持
CVX
Chevrontexaco Corp
+$106.0K
6,417
+4%
减持
—
Tivity Health Inc Com
-$106.0K
17,990
-19%
减持
GLD
Spdr Gold TRUST
-$106.0K
6,095
-12%
减持
XLV
Sector Spdr Health Fund
+$102.0K
14,964
-6%
增持
LLY
Lilly Eli & Company
+$101.0K
1,860
+3%
减持
NEE
Nextera Energy Inc
+$100.0K
5,394
-2%
减持
IGV
iShares North American Tech-Software ETF
-$95.0K
2,618
-10%
增持
CVS
C V S Corp Del
+$82.0K
3,139
+8%
减持
IDV
Ishares Tr Dow Jones
-$79.0K
25,269
-6%
增持
ABT
Abbott Laboratories
+$79.0K
2,710
+4%
增持
F
Ford Motor Company
+$75.0K
11,384
+5%
增持
COP
Conocophillips
+$74.0K
6,465
+0%
增持
IWF
Ishares Tr Russell
+$69.0K
2,029
+0%
增持
CSCO
Cisco Systems Inc
+$63.0K
5,975
+0%
增持
JPM
J P Morgan Chase & Co
+$59.0K
8,017
+3%
增持
PG
Procter & Gamble Co
+$56.0K
1,603
+5%
增持
META
Facebook Inc Class A
+$52.0K
2,810
+9%
减持
IJK
Ishares S&P Midcap
+$51.0K
12,633
-0%
增持
VXUS
Vanguard Total International Stock ETF
-$48.0K
59,186
+2%
减持
SPYG
Spdr S&P 500 Growth Etf
+$47.0K
14,292
-9%
增持
FNDA
Sch Fnd US Sm Etf
+$46.0K
10,584
+6%
减持
MCD
Mc Donalds Corp
+$45.0K
1,476
-3%
增持
NKE
Nike Inc Class B
+$43.0K
2,014
+6%
减持
INTC
Intel Corp
-$40.0K
5,719
-4%
增持
DUK
Duke Energy Corporation
+$38.0K
6,059
+0%
增持
—
Medtronic Inc
+$38.0K
3,084
+36%
增持
VZ
Verizon Communications
-$35.0K
8,888
+0%
增持
IBM
Intl Business Machines
-$35.0K
4,181
+3%
增持
BMY
Bristol-Myers Squibb Co
-$33.0K
7,457
+0%
增持
IEMG
Ishares Core Msci
-$32.0K
139,914
+11%
减持
BAC
Bank Of America Corp
+$32.0K
25,484
-5%
增持
RTX
Raytheon Technologies Ord
+$28.0K
5,118
+6%
增持
TXN
Texas Instruments Inc
+$27.0K
1,429
+13%
增持
PFF
Ishares S&P U S Pfd Fund
+$24.0K
42,608
+1%
清仓
—
Phunware Inc
-$23.0K
0
-100%
增持
SDY
Spdr S&P Dividend Etf
+$20.0K
2,790
+0%
增持
DIA
Spdr Dow Jones
+$18.0K
930
+0%
减持
PNC
Pnc Finl Services Gp Inc
+$17.0K
1,865
-0%
减持
WMT
Wal-Mart Stores Inc
-$17.0K
2,987
-6%
增持
FNDE
Schwab Funda Emg Mkts
+$16.0K
8,735
+11%
增持
SCHA
Schw US Scap Etf
+$16.0K
4,039
+6%
增持
DFAT
Dfa Tax Managed US Small
+$15.0K
4,670
+1%
增持
HON
Honeywell International
+$15.0K
1,255
+12%
增持
—
Exxon Mobil Corporation
+$14.0K
20,330
+4%
增持
MORT
VanEck Vectors Mortgage REIT Income ETF
-$14.0K
11,107
+4%
增持
PRU
Prudential Financial Inc
+$13.0K
2,291
+0%
增持
FNDF
Schwab Fundamental Inl
+$13.0K
16,780
+5%
增持
IWR
Ishares Russell Index Fd
+$12.0K
3,330
+0%
增持
UPS
United Parcel Service B
+$11.0K
1,354
+1%
增持
SLYG
Spdr S&P 600 Small Cap
+$10.0K
2,282
+0%
减持
IJR
Ishares Tr S&P Smallcap
-$8.0K
96,092
-1%
增持
V
Visa Inc Cl A
-$7.0K
3,122
+7%
增持
QQQJ
Invesco NASDAQ Next Gen 100 ETF
-$7.0K
9,028
+0%
增持
PM
Philip Morris Intl Inc
+$6.0K
3,965
+6%
增持
SCHF
Schw Intl Eq Etf
+$6.0K
15,464
+3%
减持
JNJ
Johnson & Johnson
-$4.0K
6,100
-4%
增持
USB
U S Bancorp Del New
-$4.0K
7,313
+0%
增持
FNDC
Schwab Fundamental Intl
+$3.0K
7,061
+6%
减持
DG
Dollar General Corp
+$2.0K
923
-8%
清仓
—
Orca Technologies Inc
+$0
0
-100%
