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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 120 项
建仓 16
增持 51
减持 40
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
RSP
Invesco S&P 500 Eql Wgt
-$11.1M
1,404,023
-1%
增持
IVV
Ishares TRUST S&P 500
-$9.5M
473,125
+0%
减持
EFA
Ishares Tr MSCI EAFE Fd
-$7.9M
592,734
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。
-10%
增持
HDV
Ishares Msci ETF High Dividend Equity Fund
-$4.4M
508,378
+0%
减持
ICF
Ishares Cohen Steers REIT
-$2.8M
364,615
-1%
建仓
—
iShares iBonds Dec 2023 Term Muni Bd ETF
+$2.7M
108,770
增持
IWM
Ishares Russell 2000
-$2.6M
738,874
+1%
增持
DVY
Ishares Tr Dow Jones Select Divid Index
-$2.3M
259,661
+1%
增持
IEFA
Ishares Core Msci Eafe
-$2.3M
585,086
+4%
减持
VYM
Vanguard High Div ETF
-$2.2M
95,007
-14%
减持
EEM
Ishares MSCI Emrg Mkt Fd
-$1.7M
279,761
-2%
增持
VEA
Vanguard Europe Pac Etf
-$1.4M
531,715
+5%
建仓
—
Nestle Sa Ord
+$1.1M
10,345
减持
QQQ
Nasdaq 100 Shares
-$983.0K
7,217
-31%
增持
HCA
Hca The Healthcare Co
+$904.0K
46,766
+2%
减持
IEMG
Ishares Core Msci
-$833.0K
134,669
-0%
减持
SPY
S P D R TRUST Unit SR
-$804.0K
7,975
-18%
减持
VTWO
Vanguard Russell 2000
-$747.0K
160,768
-4%
增持
VNQ
Vanguard REIT
-$742.0K
107,701
+5%
清仓
VCSH
Vanguard Short Term Cor
-$731.0K
0
-100%
增持
QUS
SPDR(R) MSCI USA StrategicFactors ETF
+$718.0K
11,084
+194%
建仓
SPDW
SPDR(R) Portfolio Developed Wld ex-US ETF
+$649.0K
25,140
增持
AOA
Ishares Tr S&P Aggressive
-$602.0K
149,386
+1%
建仓
DBC
Powershs Db Commdty Indx
+$571.0K
23,871
减持
IDU
Ishares Tr Dj US Utils
-$562.0K
123,231
-0%
建仓
—
iShares iBonds Dec 2025 Term Muni Bd ETF
+$535.0K
20,655
减持
IVE
Ishares Tr S&P 500/ Value Index Fd
-$508.0K
56,254
-0%
建仓
SPYV
SPDR(R) Portfolio S&P 500 Value ETF
+$490.0K
14,210
建仓
—
Truxton Corp
+$462.0K
7,329
增持
SPYG
Spdr S&P 500 Growth Etf
+$436.0K
33,057
+42%
增持
IJH
Ishares Tr S&P Midcap
+$366.0K
23,053
+11%
增持
VWO
Vanguard Emerging Market
-$356.0K
120,038
+6%
减持
MSFT
Microsoft Corp
-$349.0K
13,065
-1%
建仓
—
iShares iBonds Dec 2024 Term Muni Bond
+$344.0K
13,504
增持
AOS
Smith A O
-$323.0K
55,160
+0%
清仓
SCHD
Sch US Div Equity Etf
-$304.0K
0
-100%
清仓
BA
Boeing Co
-$265.0K
0
-100%
建仓
WFC
Wells Fargo & Co New
+$264.0K
6,561
清仓
NVDA
NVIDIA Corp
-$261.0K
0
-100%
清仓
SCHP
Sch US Tips Etf
-$256.0K
0
-100%
增持
GOOGL
Google Inc Cl A
-$247.0K
14,210
+1828%
建仓
SLYV
SPDR(R) S&P 600 Small Cap Value ETF
+$246.0K
3,659
建仓
IBMO
iShares iBonds Dec 2026 Term Muni Bd ETF
+$243.0K
9,850
清仓
BTI
Brit Amer Tobacco
-$240.0K
0
-100%
增持
SLYG
Spdr S&P 600 Small Cap
+$240.0K
6,934
+111%
增持
IVW
Ishares Tr S&P 500/ Barra Growth Index
-$239.0K
139,196
+1%
清仓
STZ
Constellation Brand Cl A
-$239.0K
0
-100%
清仓
DOW
Dow Chemical Company
-$221.0K
0
-100%
清仓
PG
Procter & Gamble Co
-$219.0K
0
-100%
清仓
PRU
Prudential Financial Inc
-$219.0K
0
-100%
清仓
INTC
Intel Corp
-$215.0K
0
-100%
清仓
FNDC
Schwab Fundamental Intl
-$215.0K
0
-100%
增持
KO
Coca Cola Company
-$214.0K
31,104
+0%
建仓
HRB
Block H & R Incorporated
+$213.0K
5,000
清仓
VTI
Vanguard Total Stock Mkt
-$211.0K
0
-100%
减持
FNDX
Schwab Fundamental US
-$208.0K
22,372
-11%
减持
SCHX
Schw US Lcap Etf
-$162.0K
27,515
-7%
增持
GOOG
Google Inc Class C
-$156.0K
12,963
+1922%
减持
GLD
Spdr Gold TRUST
-$143.0K
5,714
-6%
减持
IDV
Ishares Tr Dow Jones
-$141.0K
23,887
-4%
减持
FNDF
Schwab Fundamental Inl
-$136.0K
20,326
-11%
减持
FNDA
Sch Fnd US Sm Etf
-$133.0K
12,983
-14%
增持
VOO
Vanguard S&P 500 Etf
+$126.0K
30,482
+7%
增持
TSLA
Tesla Motors Inc
+$119.0K
1,648
+249%
增持
—
Pinnancle Finl Partners Inc
+$118.0K
6,104
+17%
减持
AMZN
Amazon Com Inc
+$111.0K
18,229
-1%
减持
VMBS
Vanguard Mortgage Backed
-$111.0K
6,763
-22%
减持
SCHF
Schw Intl Eq Etf
-$107.0K
17,561
-8%
增持
XLV
Sector Spdr Health Fund
-$104.0K
14,695
+0%
减持
JNJ
Johnson & Johnson
-$102.0K
6,004
-2%
减持
VZ
Verizon Communications
-$96.0K
7,495
-0%
减持
T
A T & T Corp
-$93.0K
15,556
-2%
增持
IBM
Intl Business Machines
-$92.0K
4,247
+0%
增持
SO
The Southern Company
-$88.0K
27,147
+0%
增持
VT
Vanguard Total World
-$85.0K
14,147
+0%
增持
DUK
Duke Energy Corporation
-$84.0K
5,927
+0%
减持
JPM
J P Morgan Chase & Co
-$83.0K
7,490
-3%
减持
UNH
Unitedhealth Group Inc
-$82.0K
612
-20%
增持
COP
Conocophillips
+$81.0K
6,470
+0%
增持
AOR
Ishares Tr S&P Allocation Fd
-$77.0K
83,516
+5%
减持
SCHA
Schw US Scap Etf
-$77.0K
10,019
-14%
减持
RTX
Raytheon Technologies Ord
-$72.0K
4,385
-2%
减持
AAPL
Apple Computer Inc
+$68.0K
56,728
-0%
减持
BSV
Vanguard Short Term Bd Index
-$67.0K
13,562
-4%
增持
—
iShares iBonds 2024 Term HY and Inc ETF
+$60.0K
20,602
+15%
建仓
LTMCF
Lithium Chile Inc
+$56.0K
150,000
减持
SCHR
Schwab Intermediate Term
-$55.0K
4,325
-17%
增持
PM
Philip Morris Intl Inc
-$55.0K
3,616
+1%
减持
MRK
Merck & Co Inc
-$54.0K
8,883
-1%
减持
BAC
Bank Of America Corp
-$53.0K
21,512
-5%
增持
DFUV
DFA Tax-Managed US Marketwide Value II
-$49.0K
26,026
+0%
增持
BMY
Bristol-Myers Squibb Co
-$44.0K
7,467
+0%
增持
USB
U S Bancorp Del New
-$41.0K
7,373
+0%
增持
MA
Mastercard Inc
-$41.0K
1,736
+2%
增持
F
Ford Motor Company
+$37.0K
18,355
+21%
增持
BX
Blackstone Group LP
-$31.0K
8,637
+5%
增持
UPS
United Parcel Service B
-$27.0K
1,351
+1%
减持
HD
Home Depot Inc
-$26.0K
5,454
-2%
减持
RF
Regions Financial Cp New
+$24.0K
20,855
-1%
减持
AFL
A F L A C Inc
+$21.0K
55,650
-1%
增持
MCD
Mc Donalds Corp
-$21.0K
1,420
+0%
增持
EMGF
iShares MSCI Emerging Mkts Mltfctr ETF
+$20.0K
6,751
+21%
建仓
—
Royal Helium Ltd
+$20.0K
90,700
增持
SDY
Spdr S&P Dividend Etf
-$20.0K
2,799
+0%
增持
VIG
Vanguard Div Appreciation
+$20.0K
3,299
+11%
减持
—
Exxon Mobil Corporation
+$19.0K
18,075
-1%
增持
VO
Vanguard Mid Cap
+$18.0K
30,203
+5%
增持
DIA
Spdr Dow Jones
-$18.0K
935
+0%
增持
FDX
Fedex Corporation
+$18.0K
1,793
+64%
减持
WMT
Wal-Mart Stores Inc
+$17.0K
2,823
-2%
减持
PNC
Pnc Finl Services Gp Inc
-$16.0K
1,802
-0%
增持
PEP
Pepsico Incorporated
-$15.0K
4,917
+0%
增持
CSCO
Cisco Systems Inc
-$15.0K
5,991
+0%
增持
IJR
Ishares Tr S&P Smallcap
-$15.0K
141,962
+6%
增持
DFAT
Dfa Tax Managed US Small
-$9.0K
8,358
+0%
增持
SRLN
SPDR(R) Blackstone / GSO Senior Loan ETF
-$6.0K
17,646
+1%
增持
PSX
Phillips
-$4.0K
2,754
+0%
减持
GM
General Motors Corp
+$4.0K
13,904
-0%
建仓
PVCT
Provectus Pharmaceutical Inc
+$1.0K
22,000
建仓
—
UNIVEC Inc
+$0
22,200
