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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 122 项
建仓 7
增持 59
减持 41
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
IWM
Ishares Russell 2000
-$10.9M
780,627
+1%
增持
IVV
Ishares TRUST S&P 500
-$6.3M
496,827
+2%
增持
HDV
Ishares Msci ETF High Dividend Equity Fund
+$4.3M
493,007
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。
+3%
增持
DVY
Ishares Tr Dow Jones Select Divid Index
+$2.6M
268,122
+3%
增持
VYM
Vanguard High Div ETF
+$2.5M
112,363
+25%
增持
RSP
Invesco S&P 500 Eql Wgt
-$2.4M
1,450,051
+2%
增持
EFA
Ishares Tr MSCI EAFE Fd
-$2.3M
670,813
+2%
增持
ICF
Ishares Cohen Steers REIT
-$1.8M
367,011
+0%
增持
VTWO
Vanguard Russell 2000
+$1.8M
176,382
+23%
清仓
ACH
Owens &Minor Inc Hldg Co
-$1.7M
0
-100%
增持
AOS
Smith A O
-$1.4M
62,543
+0%
清仓
VTEB
Vanguard Tax-Exempt Bond ETF
-$1.2M
0
-100%
增持
EEM
Ishares MSCI Emrg Mkt Fd
-$1.1M
293,930
+0%
减持
IJR
Ishares Tr S&P Smallcap
-$795.0K
94,631
-2%
增持
IVW
Ishares Tr S&P 500/ Barra Growth Index
-$780.0K
115,677
+1%
减持
HD
Home Depot Inc
-$719.0K
6,209
-0%
减持
VWO
Vanguard Emerging Market
-$557.0K
125,176
-2%
增持
—
Exxon Mobil Corporation
+$550.0K
21,727
+7%
增持
AOA
Ishares Tr S&P Aggressive
-$537.0K
149,030
+0%
清仓
—
Xilinx Inc
-$509.0K
0
-100%
减持
QQQ
Invesco QQQ /Nasdaq 100 Shares
-$505.0K
11,835
-2%
增持
VTI
Vanguard Total Stock Mkt
-$491.0K
66,838
+3%
建仓
AMD
Advanced Micro Devic
+$489.0K
4,471
减持
META
Facebook Inc Class A
-$394.0K
2,479
-12%
增持
IEMG
Ishares Core Msci
+$365.0K
157,331
+12%
减持
GM
General Motors Corp
-$351.0K
13,904
-15%
清仓
EPAM
EPAM Systems Inc
-$344.0K
0
-100%
减持
—
Pinnancle Finl Partners Inc
-$338.0K
15,208
-16%
增持
VOO
Vanguard S&P 500 Etf
+$333.0K
28,261
+8%
清仓
NOW
ServiceNow Inc
-$325.0K
0
-100%
减持
IDU
Ishares Tr Dj US Utils
+$312.0K
122,831
-0%
清仓
QQQJ
Invesco NASDAQ Next Gen 100 ETF
-$303.0K
0
-100%
增持
MSFT
Microsoft Corp
-$295.0K
13,294
+2%
减持
AOR
Ishares Tr S&P Allocation Fd
-$293.0K
79,455
-1%
减持
CVX
Chevrontexaco Corp
+$287.0K
6,390
-0%
增持
VT
Vanguard Total World
+$270.0K
13,330
+33%
建仓
NVDA
NVIDIA Corp
+$255.0K
934
建仓
CTVA
Corteva Inc com
+$243.0K
4,228
建仓
PSX
Phillips
+$238.0K
2,752
清仓
BA
Boeing Co
-$237.0K
0
-100%
清仓
—
Trane Technologies PLC
-$235.0K
0
-100%
清仓
OKTA
Okta Inc
-$224.0K
0
-100%
减持
DIS
Disney Walt Hldg Co
-$217.0K
11,656
-1%
建仓
XEL
Xcel Energy Inc
+$213.0K
2,949
清仓
SLYG
Spdr S&P 600 Small Cap
-$212.0K
0
-100%
清仓
BIV
Vanguard Bond Index Fund
-$211.0K
0
-100%
建仓
DE
Deere & Co
+$209.0K
504
清仓
PAYC
Paycom Software Inc Com Usd0.01
-$209.0K
0
-100%
建仓
IIIV
i3 Verticals Inc
+$208.0K
7,450
清仓
CMCSA
Comcast Corp New Cl A
-$203.0K
0
-100%
清仓
WSBC
Wesbanco Inc
-$202.0K
0
-100%
清仓
GE
General Electric Company
-$201.0K
0
-100%
减持
JPM
J P Morgan Chase & Co
-$187.0K
7,941
-1%
增持
COP
Conocophillips
+$180.0K
6,467
+0%
减持
IJH
Ishares Tr S&P Midcap
-$166.0K
7,454
-3%
增持
SPY
S P D R TRUST Unit SR
-$164.0K
7,368
+0%
减持
SPYG
Spdr S&P 500 Growth Etf
-$162.0K
13,205
-8%
减持
VTWG
Vanguard Russell 2000 Growth ETF
-$157.0K
1,640
-24%
减持
PFF
Ishares S&P U S Pfd Fund
-$144.0K
42,164
-1%
增持
IVE
Ishares Tr S&P 500/ Value Index Fd
+$137.0K
46,894
+3%
增持
VIG
Vanguard Div Appreciation
-$135.0K
14,181
+0%
减持
VTWV
Vanguard Russell 2000 Value ETF
-$126.0K
2,706
-23%
增持
GOOGL
Google Inc Cl A
-$121.0K
1,075
+0%
增持
IJK
Ishares S&P Midcap
-$100.0K
12,641
+0%
增持
AMZN
Amazon Com Inc
+$98.0K
1,013
+5%
减持
BSV
Vanguard Short Term Bd Index
-$97.0K
14,215
-5%
增持
IEFA
Ishares Core Msci Eafe
+$97.0K
586,490
+8%
减持
ABBV
Abbvie Inc
+$83.0K
3,280
-1%
增持
VO
Vanguard Mid Cap
+$82.0K
28,886
+8%
增持
BAC
Bank Of America Corp
-$81.0K
25,547
+0%
减持
NKE
Nike Inc Class B
-$81.0K
1,897
-6%
增持
BMY
Bristol-Myers Squibb Co
+$80.0K
7,461
+0%
增持
SCHX
Schw US Lcap Etf
-$76.0K
24,842
+100%
增持
SO
The Southern Company
+$75.0K
18,628
+0%
增持
RTX
Raytheon Technologies Ord
+$74.0K
5,191
+1%
减持
ABT
Abbott Laboratories
-$72.0K
2,609
-4%
减持
KO
Coca Cola Company
+$68.0K
31,264
-1%
减持
PFE
Pfizer Incorporated
-$61.0K
7,953
-1%
减持
GLD
Spdr Gold TRUST
+$59.0K
6,094
-0%
增持
XLV
Sector Spdr Health Fund
-$57.0K
14,969
+0%
减持
NEE
Nextera Energy Inc
-$56.0K
5,293
-2%
增持
VEA
Vanguard Europe Pac Etf
-$54.0K
505,599
+6%
减持
UNH
Unitedhealth Group Inc
-$49.0K
1,255
-9%
减持
TMO
Thermo Fisher Scntfc
-$46.0K
357
-7%
增持
CSCO
Cisco Systems Inc
-$46.0K
5,979
+0%
减持
HON
Honeywell International
-$43.0K
1,124
-10%
增持
F
Ford Motor Company
-$43.0K
11,407
+0%
减持
VZ
Verizon Communications
-$42.0K
8,247
-7%
减持
MRK
Merck & Co Inc
+$42.0K
8,999
-1%
增持
DUK
Duke Energy Corporation
+$41.0K
6,060
+0%
增持
CRM
Salesforce Com
-$40.0K
1,030
+1%
减持
MCD
Mc Donalds Corp
-$39.0K
1,445
-2%
增持
JNJ
Johnson & Johnson
+$38.0K
6,101
+0%
减持
TXN
Texas Instruments Inc
-$38.0K
1,261
-12%
增持
SCHA
Schw US Scap Etf
-$31.0K
8,078
+100%
增持
PEP
Pepsico Incorporated
-$29.0K
4,974
+0%
减持
PG
Procter & Gamble Co
-$29.0K
1,524
-5%
减持
V
Visa Inc Cl A
-$28.0K
2,927
-6%
增持
SCHD
Sch US Div Equity Etf
-$25.0K
13,197
+0%
增持
MU
Micron Technology Inc
+$22.0K
3,246
+31%
增持
USB
U S Bancorp Del New
-$21.0K
7,329
+0%
减持
PM
Philip Morris Intl Inc
-$20.0K
3,804
-4%
减持
—
Medtronic Inc
+$20.0K
3,052
-1%
增持
BX
Blackstone Group LP
-$20.0K
8,258
+0%
减持
COST
Costco Whsl Corp New
-$17.0K
1,114
-4%
减持
LLY
Lilly Eli & Company
+$17.0K
1,853
-0%
增持
IWR
Ishares Russell Index Fd
-$16.0K
3,331
+0%
增持
DIA
Spdr Dow Jones
-$15.0K
932
+0%
增持
T
A T & T Corp
-$14.0K
14,441
+0%
增持
RF
Regions Financial Cp New
+$13.0K
21,452
+1%
增持
IBM
Intl Business Machines
-$12.0K
4,205
+1%
增持
INTC
Intel Corp
-$11.0K
5,728
+0%
减持
CVS
C V S Corp Del
-$8.0K
3,119
-1%
减持
IDV
Ishares Tr Dow Jones
-$7.0K
24,606
-3%
增持
VNQ
Vanguard REIT
-$7.0K
110,839
+7%
减持
WMT
Wal-Mart Stores Inc
-$5.0K
2,867
-4%
增持
MORT
VanEck Vectors Mortgage REIT Income ETF
-$5.0K
11,373
+2%
增持
DFAT
Dfa Tax Managed US Small
-$4.0K
4,678
+0%
增持
VXUS
Vanguard Total International Stock ETF
-$3.0K
62,917
+6%
增持
SDY
Spdr S&P Dividend Etf
-$2.0K
2,792
+0%
增持
UPS
United Parcel Service B
+$2.0K
1,363
+1%
增持
AAPL
Apple Computer Inc
+$1.0K
62,173
+2%
