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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 133 项
建仓 12
增持 48
减持 51
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
IVV
Ishares TRUST S&P 500
-$46.2M
472,703
-5%
减持
RSP
Invesco S&P 500 Eql Wgt
-$38.9M
1,413,938
-2%
减持
IWM
Ishares Russell 2000
-$35.8M
734,596
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。
-6%
减持
VTI
Vanguard Total Stock Mkt
-$15.0M
1,118
-98%
减持
EFA
Ishares Tr MSCI EAFE Fd
-$8.3M
657,747
-2%
减持
IEFA
Ishares Core Msci Eafe
-$7.6M
562,905
-4%
减持
DVY
Ishares Tr Dow Jones Select Divid Index
-$4.2M
256,278
-4%
增持
HCA
Hca The Healthcare Co
-$3.8M
45,764
+0%
清仓
VXUS
Vanguard Total International Stock ETF
-$3.8M
0
-100%
增持
ICF
Ishares Cohen Steers REIT
-$3.7M
368,225
+0%
增持
VEA
Vanguard Europe Pac Etf
-$3.6M
507,684
+0%
减持
VTWO
Vanguard Russell 2000
-$3.2M
167,607
-5%
减持
AAPL
Apple Computer Inc
-$3.1M
56,847
-9%
增持
IJH
Ishares Tr S&P Midcap
+$2.7M
20,726
+178%
减持
VNQ
Vanguard REIT
-$2.6M
102,908
-7%
增持
IJR
Ishares Tr S&P Smallcap
+$2.2M
134,108
+42%
减持
IEMG
Ishares Core Msci
-$2.1M
134,964
-14%
清仓
USMV
iShares Edge MSCI Min Vol USA
-$2.0M
0
-100%
减持
VIG
Vanguard Div Appreciation
-$1.9M
2,970
-79%
增持
HDV
Ishares Msci ETF High Dividend Equity Fund
-$1.9M
506,255
+3%
增持
VOO
Vanguard S&P 500 Etf
-$1.9M
28,486
+1%
减持
EEM
Ishares MSCI Emrg Mkt Fd
-$1.8M
285,411
-3%
减持
VYM
Vanguard High Div ETF
-$1.4M
110,125
-2%
减持
AOA
Ishares Tr S&P Aggressive
-$1.4M
148,353
-0%
减持
GOOGL
Google Inc Cl A
-$1.4M
737
-31%
减持
QQQ
Nasdaq 100 Shares
-$1.4M
10,391
-12%
增持
AMZN
Amazon Com Inc
-$1.4M
18,350
+1711%
减持
VO
Vanguard Mid Cap
-$1.2M
28,736
-1%
减持
VWO
Vanguard Emerging Market
-$1.0M
113,711
-9%
减持
—
Pinnancle Finl Partners Inc
-$1.0M
5,214
-66%
减持
AOS
Smith A O
-$993.0K
54,923
-12%
清仓
DGRO
Ishares TRUST Core Divid Gwth
-$929.0K
0
-100%
减持
BRK/B
Berkshire Hathaway Cl B
-$873.0K
10,192
-2%
建仓
DFUV
DFA Tax-Managed US Marketwide Value II
+$820.0K
25,942
清仓
MUB
Ishares National Muni Bond Etf
-$769.0K
0
-100%
减持
SCHD
Sch US Div Equity Etf
-$737.0K
4,247
-68%
建仓
SRLN
SPDR (R) Blackstone / GSO Senior Loan ETF
+$727.0K
17,449
减持
MSFT
Microsoft Corp
-$707.0K
13,208
-1%
增持
IDU
Ishares Tr Dj US Utils
-$618.0K
123,367
+0%
增持
SO
The Southern Company
+$583.0K
27,126
+46%
建仓
SPYM
SPDR (R) Portfolio S&P 500 ETF
+$580.0K
13,077
清仓
—
Tivity Health Inc Com
-$579.0K
0
-100%
增持
IVW
Ishares Tr S&P 500/ Barra Growth Index
-$543.0K
137,406
+19%
减持
DIS
Disney Walt Hldg Co
-$524.0K
11,393
-2%
增持
AOR
Ishares Tr S&P Allocation Fd
-$470.0K
79,526
+0%
增持
IVE
Ishares Tr S&P 500/ Value Index Fd
+$436.0K
56,295
+20%
建仓
VMBS
Vanguard Mortgage Backed
+$416.0K
8,699
建仓
—
iShares iBonds 2024 Term HY and Inc ETF
+$399.0K
17,975
减持
BAC
Bank Of America Corp
-$350.0K
22,568
-12%
增持
SPYG
Spdr S&P 500 Growth Etf
+$346.0K
23,341
+77%
减持
HD
Home Depot Inc
-$328.0K
5,584
-10%
增持
SPY
S P D R TRUST Unit SR
+$324.0K
9,681
+31%
建仓
TSLA
Tesla Motors Inc
+$318.0K
472
清仓
GPN
Global Pmts Inc Com
-$300.0K
0
-100%
增持
BX
Blackstone Group LP
-$294.0K
8,261
+0%
建仓
SCHR
Schwab Intermediate Term
+$268.0K
5,194
减持
META
Facebook Inc Class A
-$265.0K
1,773
-28%
建仓
BA
Boeing Co
+$265.0K
1,936
清仓
TER
Teradyne Incorporated
-$262.0K
0
-100%
清仓
PLTR
Palantir Technologies Inc
-$261.0K
0
-100%
建仓
SCHP
Sch US Tips Etf
+$256.0K
4,584
清仓
QLD
ProShares Ultra QQQ
-$256.0K
0
-100%
清仓
NKE
Nike Inc Class B
-$255.0K
0
-100%
清仓
MU
Micron Technology Inc
-$253.0K
0
-100%
减持
UNH
Unitedhealth Group Inc
-$249.0K
762
-39%
建仓
EMGF
iShares MSCI Emerging Mkts Mltfctr ETF
+$239.0K
5,573
减持
MA
Mastercard Inc
-$238.0K
1,695
-22%
减持
—
Exxon Mobil Corporation
-$235.0K
18,201
-16%
建仓
SLYG
Spdr S&P 600 Small Cap
+$232.0K
3,287
清仓
XLY
Sector Spdr Consumer Fd
-$231.0K
0
-100%
清仓
TXN
Texas Instruments Inc
-$231.0K
0
-100%
减持
IGV
iShares North American Tech-Software ETF
-$230.0K
2,496
-5%
减持
VCSH
Vanguard Short Term Cor
-$228.0K
9,590
-22%
清仓
UAL
United Continental Holdings Inc Com Usd0
-$227.0K
0
-100%
清仓
HON
Honeywell International
-$219.0K
0
-100%
清仓
CRM
Salesforce Com
-$219.0K
0
-100%
减持
JPM
J P Morgan Chase & Co
-$217.0K
7,690
-3%
清仓
XEL
Xcel Energy Inc
-$213.0K
0
-100%
清仓
TMO
Thermo Fisher Scntfc
-$211.0K
0
-100%
清仓
DE
Deere & Co
-$209.0K
0
-100%
清仓
IIIV
i3 Verticals Inc
-$208.0K
0
-100%
清仓
VIOO
Vanguard S&P Small-Cap 600 ETF
-$200.0K
0
-100%
减持
CVX
Chevrontexaco Corp
-$194.0K
5,840
-9%
清仓
MORT
VanEck Vectors Mortgage REIT Income ETF
-$194.0K
0
-100%
建仓
ARCC
Ares Capital Corp
+$181.0K
10,079
减持
XLV
Sector Spdr Health Fund
-$167.0K
14,689
-2%
增持
GM
General Motors Corp
-$166.0K
13,918
+0%
减持
AMD
Advanced Micro Devic
-$161.0K
4,286
-4%
增持
FNDX
Schwab Fundamental US
+$157.0K
25,073
+31%
增持
VT
Vanguard Total World
-$149.0K
14,078
+6%
增持
FNDA
Sch Fnd US Sm Etf
+$119.0K
15,130
+43%
增持
IWF
Ishares Tr Russell
-$119.0K
2,030
+0%
增持
DFAT
Dfa Tax Managed US Small
+$117.0K
8,340
+78%
增持
FNDF
Schwab Fundamental Inl
+$106.0K
22,866
+36%
增持
IDV
Ishares Tr Dow Jones
-$102.0K
24,998
+2%
增持
WCLD
WisdomTree Cloud Computing ETF
-$92.0K
8,383
+5%
减持
RF
Regions Financial Cp New
-$83.0K
21,086
-2%
减持
RTX
Raytheon Technologies Ord
-$83.0K
4,483
-14%
减持
V
Visa Inc Cl A
-$81.0K
2,884
-1%
减持
MRK
Merck & Co Inc
+$81.0K
8,987
-0%
增持
WMT
Wal-Mart Stores Inc
-$78.0K
2,869
+0%
增持
CSCO
Cisco Systems Inc
-$78.0K
5,985
+0%
增持
COST
Costco Whsl Corp New
-$77.0K
1,176
+6%
增持
SCHA
Schw US Scap Etf
+$73.0K
11,688
+45%
增持
INTC
Intel Corp
-$69.0K
5,737
+0%
增持
CVS
C V S Corp Del
+$66.0K
4,119
+32%
增持
COP
Conocophillips
-$66.0K
6,469
+0%
增持
—
Medtronic Inc
-$65.0K
3,056
+0%
减持
PNC
Pnc Finl Services Gp Inc
-$59.0K
1,804
-3%
增持
IJK
Ishares S&P Midcap
-$58.0K
14,426
+14%
增持
PFE
Pfizer Incorporated
+$57.0K
8,953
+13%
减持
ABBV
Abbvie Inc
-$57.0K
3,100
-5%
增持
USB
U S Bancorp Del New
-$52.0K
7,350
+0%
增持
IBM
Intl Business Machines
+$50.0K
4,227
+1%
减持
UPS
United Parcel Service B
-$47.0K
1,340
-2%
减持
DUK
Duke Energy Corporation
-$42.0K
5,926
-2%
减持
VZ
Verizon Communications
-$39.0K
7,501
-9%
增持
DIA
Spdr Dow Jones
-$36.0K
934
+0%
增持
SCHF
Schw Intl Eq Etf
+$33.0K
19,106
+24%
增持
BMY
Bristol-Myers Squibb Co
+$30.0K
7,464
+0%
增持
SDY
Spdr S&P Dividend Etf
-$26.0K
2,795
+0%
减持
BSV
Vanguard Short Term Bd Index
-$25.0K
14,088
-1%
增持
ABT
Abbott Laboratories
-$25.0K
2,610
+0%
增持
F
Ford Motor Company
-$24.0K
15,217
+33%
减持
KO
Coca Cola Company
+$18.0K
31,097
-1%
减持
PEP
Pepsico Incorporated
-$14.0K
4,906
-1%
增持
PSX
Phillips
-$12.0K
2,753
+0%
增持
SCHX
Schw US Lcap Etf
-$11.0K
29,705
+20%
增持
T
A T & T Corp
-$9.0K
15,817
+10%
减持
MCD
Mc Donalds Corp
-$8.0K
1,415
-2%
增持
NVDA
NVIDIA Corp
+$6.0K
1,722
+84%
增持
JNJ
Johnson & Johnson
+$2.0K
6,102
+0%
减持
PM
Philip Morris Intl Inc
-$2.0K
3,594
-6%
