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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 125 项
建仓 16
增持 60
减持 39
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
RSP
Invesco S&P 500 Eql Wgt
+$16.7M
1,383,361
-1%
减持
IVV
Ishares TRUST S&P 500
+$10.2M
468,299
-1%
增持
HDV
Ishares Msci ETF High Dividend Equity Fund
+$6.8M
510,704
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。
+0%
减持
IWM
Ishares Russell 2000
+$5.5M
730,463
-1%
减持
IEFA
Ishares Core Msci Eafe
+$5.1M
583,135
-0%
增持
VWO
Vanguard Emerging Market
+$4.2M
219,799
+83%
减持
EEM
Ishares MSCI Emrg Mkt Fd
-$3.8M
158,419
-43%
减持
EFA
Ishares Tr MSCI EAFE Fd
+$3.4M
557,183
-6%
减持
VEA
Vanguard Europe Pac Etf
+$2.9M
530,925
-0%
减持
DVY
Ishares Tr Dow Jones Select Divid Index
+$2.8M
254,324
-2%
增持
HCA
Hca The Healthcare Co
+$2.6M
46,770
+0%
增持
SPY
S P D R TRUST Unit SR
+$2.3M
13,527
+70%
建仓
—
Spdr Ser Tr S&P 600 Small Cap Etf
+$1.9M
22,994
增持
IEMG
Ishares Core Msci
+$1.8M
163,008
+21%
增持
VYM
Vanguard High Div ETF
+$1.6M
98,202
+3%
增持
VO
Vanguard Mid Cap
+$1.3M
34,101
+13%
增持
IVE
Ishares Tr S&P 500/ Value Index Fd
+$1.1M
57,616
+2%
增持
IDU
Ishares Tr Dj US Utils
+$1.1M
128,477
+4%
建仓
MDY
Mid Cap S P D R TRUST
+$983.0K
2,220
建仓
SPYD
SPDR Portfolio S&P 500 High Div ETF
+$966.8K
24,426
减持
AAPL
Apple Computer Inc
-$858.0K
53,737
-5%
清仓
SRLN
SPDR(R) Blackstone / GSO Senior Loan ETF
-$721.0K
0
-100%
增持
ICF
Ishares Cohen Steers REIT
+$686.0K
369,273
+1%
增持
—
iShares iBonds Dec 2025 Term Muni Bd ETF
+$684.7K
46,255
+124%
增持
AOA
Ishares Tr S&P Aggressive
+$670.0K
149,842
+0%
增持
IJH
Ishares Tr S&P Midcap
+$635.5K
23,525
+2%
清仓
IGV
iShares North American Tech-Software ETF
-$624.0K
0
-100%
减持
PFF
Ishares S&P U S Pfd Fund
-$602.2K
24,001
-43%
增持
IYR
Ishares Tr Dow Jones Re
+$589.5K
9,912
+229%
增持
AOS
Smith A O
+$493.0K
55,433
+0%
增持
—
iShares iBonds Dec 2023 Term Muni Bd ETF
+$485.3K
127,427
+17%
建仓
—
iShares iBonds 2023 Term HY and Inc ETF
+$479.7K
20,437
增持
AMZN
Amazon Com Inc
-$471.6K
18,909
+4%
清仓
TSLA
Tesla Motors Inc
-$437.0K
0
-100%
增持
—
iShares iBonds Dec 2024 Term Muni Bond
+$429.5K
30,038
+122%
减持
—
Exxon Mobil Corporation
+$409.6K
18,020
-0%
增持
IVW
Ishares Tr S&P 500/ Barra Growth Index
+$361.9K
143,844
+3%
建仓
BA
Boeing Co
+$306.1K
1,607
清仓
VTWV
Vanguard Russell 2000 Value ETF
-$306.0K
0
-100%
减持
QQQ
Nasdaq 100 Shares
-$260.9K
6,264
-13%
建仓
IIIV
i3 Verticals Inc
+$260.4K
10,700
清仓
EMGF
iShares MSCI Emerging Mkts Mltfctr ETF
-$259.0K
0
-100%
减持
VOO
Vanguard S&P 500 Etf
+$254.1K
29,206
-4%
清仓
—
Medtronic Inc
-$247.0K
0
-100%
清仓
VTWG
Vanguard Russell 2000 Growth ETF
-$247.0K
0
-100%
建仓
HON
Honeywell International
+$241.1K
1,125
清仓
—
Ecofin Global Water ESG
-$241.0K
0
-100%
增持
KO
Coca Cola Company
+$237.5K
31,119
+0%
减持
VTWO
Vanguard Russell 2000
-$233.3K
148,908
-7%
建仓
PG
Procter & Gamble Co
+$231.0K
1,524
建仓
PRU
Prudential Financial Inc
+$228.0K
2,292
清仓
WCLD
WisdomTree Cloud Computing ETF
-$224.0K
0
-100%
增持
SPYM
SPDR Portfolio S&P 500 ETF
+$223.2K
17,167
+31%
建仓
NKE
Nike Inc Class B
+$222.3K
1,900
建仓
FNDC
Schwab Fundamental Intl
+$220.7K
7,061
增持
HD
Home Depot Inc
+$218.4K
5,456
+0%
建仓
DOW
Dow Chemical Company
+$215.3K
4,273
建仓
WSBC
Wesbanco Inc
+$213.3K
5,768
清仓
HRB
Block H & R Incorporated
-$213.0K
0
-100%
建仓
—
Magellan Midstream Ptnrs
+$207.2K
4,127
减持
MRK
Merck & Co Inc
+$205.9K
8,751
-1%
建仓
VCSH
Vanguard Short Term Cor
+$205.3K
2,731
建仓
TXN
Texas Instruments Inc
+$205.0K
1,241
增持
—
iShares iBonds 2024 Term HY and Inc ETF
+$186.8K
28,435
+38%
减持
AOR
Ishares Tr S&P Allocation Fd
+$179.8K
83,116
-0%
减持
GOOGL
Google Inc Cl A
-$173.2K
13,440
-5%
减持
CVX
Chevrontexaco Corp
+$171.0K
5,627
-4%
增持
FNDX
Schwab Fundamental US
+$170.4K
23,173
+4%
减持
IJR
Ishares Tr S&P Smallcap
+$152.8K
132,404
-7%
减持
XLV
Sector Spdr Health Fund
+$124.0K
14,016
-5%
减持
SPHQ
Invesco S&P 500 Quality ETF
-$122.9K
5,252
-41%
增持
IDV
Ishares Tr Dow Jones
+$121.1K
24,267
+2%
减持
GOOG
Google Inc Class C
-$118.9K
12,703
-2%
增持
VT
Vanguard Total World
+$111.7K
14,244
+1%
增持
SPDW
SPDR Portfolio Developed Wld ex-US ETF
+$106.0K
25,428
+1%
增持
DFUV
DFA Tax-Managed US Marketwide Value II
+$102.5K
26,089
+0%
增持
COP
Conocophillips
+$101.6K
6,471
+0%
减持
VNQ
Vanguard REIT
-$98.4K
103,487
-4%
增持
SO
The Southern Company
+$97.9K
27,222
+0%
增持
IBM
Intl Business Machines
+$95.9K
4,265
+0%
增持
BAC
Bank Of America Corp
+$87.1K
22,255
+3%
增持
VIG
Vanguard Div Appreciation
+$86.5K
3,507
+6%
增持
FNDA
Sch Fnd US Sm Etf
+$82.8K
13,587
+5%
增持
BX
Blackstone Group LP
-$82.0K
8,640
+0%
增持
JNJ
Johnson & Johnson
+$79.8K
6,005
+0%
减持
KMB
Kimberly-Clark Corp
+$78.7K
4,970
-6%
增持
IJK
Ishares S&P Midcap
+$78.1K
14,452
+0%
增持
PM
Philip Morris Intl Inc
+$68.6K
3,642
+1%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$66.0K
14,297
+1%
增持
PSX
Phillips
+$64.7K
2,755
+0%
减持
SCHF
Schw Intl Eq Etf
-$64.4K
13,339
-24%
减持
BSV
Vanguard Short Term Bd Index
-$62.6K
12,651
-7%
增持
DUK
Duke Energy Corporation
+$61.6K
5,948
+0%
减持
QUS
SPDR MSCI USA StrategicFactors ETF
-$60.2K
9,662
-13%
减持
LLY
Lilly Eli & Company
+$59.5K
1,800
-3%
减持
RTX
Raytheon Technologies Ord
+$57.6K
4,128
-6%
增持
ATO
Atmos Energy Corp
+$48.6K
4,440
+1%
增持
MCD
Mc Donalds Corp
+$47.3K
1,424
+0%
减持
T
A T & T Corp
+$46.6K
15,514
-0%
增持
SCHA
Schw US Scap Etf
+$46.3K
10,498
+5%
增持
DFAT
Dfa Tax Managed US Small
+$42.1K
8,376
+0%
减持
ABBV
Abbvie Inc
+$41.4K
2,830
-9%
增持
—
Pinnancle Finl Partners Inc
+$35.3K
7,224
+18%
增持
RF
Regions Financial Cp New
+$33.8K
21,004
+1%
增持
SLYG
Spdr S&P 600 Small Cap
+$30.6K
6,957
+0%
减持
PFE
Pfizer Incorporated
+$29.7K
8,230
-8%
减持
CVS
C V S Corp Del
-$29.7K
3,899
-5%
增持
NEE
Nextera Energy Inc
+$27.6K
5,294
+0%
增持
SLYV
SPDR S&P 600 Small Cap Value ETF
+$26.8K
3,675
+0%
增持
USB
U S Bancorp Del New
+$25.7K
7,400
+0%
减持
CSCO
Cisco Systems Inc
+$24.9K
5,561
-7%
增持
SPYG
Spdr S&P 500 Growth Etf
+$19.4K
33,065
+0%
增持
UPS
United Parcel Service B
+$18.7K
1,361
+1%
增持
DBC
Powershs Db Commdty Indx
+$18.0K
23,893
+0%
增持
IWR
Ishares Russell Index Fd
+$17.9K
3,334
+0%
减持
SDY
Spdr S&P Dividend Etf
+$17.5K
2,634
-6%
增持
SCHR
Schwab Intermediate Term
+$16.4K
4,660
+8%
增持
VZ
Verizon Communications
+$10.6K
7,501
+0%
增持
DG
Dollar General Corp
+$8.8K
933
+1%
增持
IWF
Ishares Tr Russell
+$8.1K
2,031
+0%
增持
BMY
Bristol-Myers Squibb Co
+$6.8K
7,475
+0%
减持
WFC
Wells Fargo & Co New
+$6.7K
6,556
-0%
减持
F
Ford Motor Company
+$3.9K
18,047
-2%
减持
AMD
Advanced Micro Devic
+$3.7K
4,256
-1%
减持
MSFT
Microsoft Corp
-$2.9K
12,677
-3%
