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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 111 项
建仓 6
增持 57
减持 42
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
IVV
Ishares TRUST S&P 500
+$13.5M
464,795
-1%
减持
IWM
Ishares Russell 2000
+$4.4M
716,880
-1%
减持
RSP
Invesco S&P 500 Eql Wgt
+$3.4M
1,344,114
-2%
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。
建仓
SPSM
SPDR(R) Portfolio S&P 600 Sm Cap ETF
+$2.0M
51,115
清仓
—
Spdr Ser Tr S&P 600 Small Cap Etf
-$1.9M
0
-100%
减持
HCA
Hca The Healthcare Co
+$1.8M
46,672
-0%
减持
DVY
Ishares Tr Dow Jones Select Divid Index
-$1.5M
246,979
-2%
减持
IEFA
Ishares Core Msci Eafe
-$1.4M
562,477
-5%
增持
VYM
Vanguard High Div ETF
+$1.0M
110,478
+9%
减持
IVW
Ishares Tr S&P 500/ Barra Growth Index
+$870.0K
138,573
-0%
减持
HDV
Ishares Msci ETF High Dividend Equity Fund
-$845.8K
505,042
-1%
减持
VOO
Vanguard S&P 500 Etf
+$749.6K
28,802
-1%
增持
VEA
Vanguard Europe Pac Etf
+$665.4K
508,049
+1%
减持
AAPL
Apple Computer Inc
+$651.7K
50,413
-9%
减持
MSFT
Microsoft Corp
+$618.0K
12,894
-1%
清仓
VXF
Vanguard Extended Mkt
-$597.4K
0
-100%
减持
PFF
Ishares S&P U S Pfd Fund
-$586.6K
23,481
-44%
减持
EFA
Ishares Tr MSCI EAFE Fd
-$568.5K
541,619
-3%
减持
IDU
Ishares Tr Dj US Utils
-$555.3K
123,300
-3%
减持
GLD
Spdr Gold TRUST
-$553.6K
2,767
-52%
增持
VTWO
Vanguard Russell 2000
+$529.4K
147,469
+0%
减持
EEM
Ishares MSCI Emrg Mkt Fd
-$485.8K
144,291
-8%
减持
IVE
Ishares Tr S&P 500/ Value Index Fd
+$485.5K
55,473
-0%
减持
ICF
Ishares Cohen Steers REIT
-$460.3K
351,205
-2%
减持
SPY
S P D R TRUST Unit SR
+$445.0K
13,523
-0%
减持
AMZN
Amazon Com Inc
+$440.0K
18,166
-3%
增持
VO
Vanguard Mid Cap
+$401.8K
43,396
+0%
增持
JNJ
Johnson & Johnson
+$276.2K
7,294
+21%
增持
IWF
Ishares Tr Russell
+$267.8K
2,777
+37%
减持
BRK/B
Berkshire Hathaway Cl B
+$259.9K
9,991
-2%
增持
IJH
Ishares Tr S&P Midcap
+$240.8K
21,169
+0%
减持
AOA
Ishares Tr S&P Aggressive
+$237.3K
147,860
-2%
建仓
QLD
ProShares Ultra QQQ
+$229.0K
3,556
减持
QQQ
Nasdaq 100 Shares
+$226.3K
6,063
-3%
增持
GOOGL
Google Inc Cl A
+$219.2K
13,331
+0%
建仓
MCK
Mckesson Corporation
+$216.6K
507
增持
AOS
Smith A O
+$215.4K
58,865
+0%
建仓
VTI
Vanguard Total Stock Mkt
+$212.5K
965
建仓
MU
Micron Technology Inc
+$204.9K
3,246
减持
DIS
Disney Walt Hldg Co
-$204.8K
10,484
-8%
建仓
PRU
Prudential Financial Inc
+$202.3K
2,293
清仓
GIS
General Mills Inc
-$201.9K
0
-100%
增持
SPYG
Spdr S&P 500 Growth Etf
+$189.3K
32,918
+0%
增持
SPDW
SPDR(R) Portfolio Developed Wld ex-US ETF
+$165.3K
30,179
+19%
减持
IEMG
Ishares Core Msci
-$137.5K
157,446
-3%
减持
VNQ
Vanguard REIT
-$117.3K
99,994
-2%
减持
META
Facebook Inc Class A
+$111.5K
1,698
-4%
增持
SCHX
Schw US Lcap Etf
+$110.1K
27,517
+0%
增持
—
iShares iBonds 2024 Term HY and Inc ETF
+$103.2K
41,069
+12%
减持
BSV
Vanguard Short Term Bd Index
-$98.3K
11,157
-9%
清仓
LTMCF
Lithium Chile Inc
-$96.4K
0
-100%
增持
HD
Home Depot Inc
+$85.9K
5,485
+0%
增持
VT
Vanguard Total World
+$84.3K
14,458
+1%
减持
T
A T & T Corp
-$76.3K
13,945
-10%
减持
PFE
Pfizer Incorporated
-$74.9K
16,898
-1%
增持
QUS
SPDR(R) MSCI USA StrategicFactors ETF
+$74.5K
9,716
+1%
增持
KO
Coca Cola Company
-$69.7K
38,777
+0%
增持
ABBV
Abbvie Inc
-$69.6K
2,832
+0%
增持
AMD
Advanced Micro Devic
+$68.2K
4,261
+0%
增持
FNDX
Schwab Fundamental US
+$61.5K
23,174
+0%
减持
BA
Boeing Co
-$60.1K
1,332
-17%
减持
NVDA
NVIDIA Corp
+$58.3K
823
-21%
减持
AOR
Ishares Tr S&P Allocation Fd
+$56.8K
80,564
-1%
减持
—
Exxon Mobil Corporation
-$54.7K
21,628
-0%
增持
IJK
Ishares S&P Midcap
+$51.1K
14,472
+0%
减持
PEP
Pepsico Incorporated
-$49.6K
4,591
-7%
增持
BX
Blackstone Group LP
+$44.6K
8,645
+0%
减持
IJR
Ishares Tr S&P Smallcap
+$43.7K
133,551
-3%
增持
BMY
Bristol-Myers Squibb Co
-$39.5K
7,494
+0%
增持
SPYV
SPDR(R) Portfolio S&P 500 Value ETF
+$38.6K
14,430
+0%
增持
DUK
Duke Energy Corporation
-$38.1K
5,994
+0%
减持
XLV
Sector Spdr Health Fund
+$37.1K
13,988
-0%
增持
XLY
Sector Spdr Consumer Fd
+$30.1K
1,441
+0%
增持
COP
Conocophillips
+$28.7K
6,475
+0%
增持
DFUV
DFA Tax-Managed US Marketwide Value II
+$28.5K
26,192
+0%
增持
MCD
Mc Donalds Corp
+$28.2K
1,433
+0%
减持
UAL
United Continental Holdings Inc Com Usd0
+$27.7K
4,450
-9%
增持
—
iShares iBonds Dec 2025 Term Muni Bd ETF
-$26.9K
98,793
+0%
增持
SLYG
Spdr S&P 600 Small Cap
+$24.0K
6,994
+0%
减持
VWO
Vanguard Emerging Market
-$23.9K
212,963
-1%
增持
SO
The Southern Company
+$23.9K
27,610
+0%
增持
NKE
Nike Inc Class B
-$23.5K
1,926
+0%
减持
WMT
Wal-Mart Stores Inc
+$22.9K
2,823
-1%
增持
USB
U S Bancorp Del New
-$21.3K
7,454
+0%
增持
ATO
Atmos Energy Corp
+$21.1K
4,498
+1%
减持
IBM
Intl Business Machines
-$20.4K
5,378
-5%
增持
ABT
Abbott Laboratories
+$20.3K
2,611
+0%
增持
SCHA
Schw US Scap Etf
+$19.7K
10,499
+0%
增持
UPS
United Parcel Service B
-$17.9K
1,386
+1%
增持
DFAT
Dfa Tax Managed US Small
+$16.8K
8,411
+0%
增持
—
Pinnancle Finl Partners Inc
+$16.5K
10,749
+0%
增持
PSX
Phillips
-$16.4K
2,757
+0%
增持
NEE
Nextera Energy Inc
-$15.2K
5,295
+0%
增持
IDV
Ishares Tr Dow Jones
-$14.0K
22,779
+2%
增持
RF
Regions Financial Cp New
-$12.5K
21,327
+1%
增持
VZ
Verizon Communications
-$11.4K
7,575
+1%
增持
IWR
Ishares Russell Index Fd
+$10.4K
3,335
+0%
增持
—
iShares iBonds Dec 2023 Term Muni Bd ETF
+$9.6K
130,510
+0%
减持
F
Ford Motor Company
+$9.2K
15,702
-13%
增持
—
iShares iBonds Dec 2024 Term Muni Bond
-$8.7K
84,036
+0%
增持
INTC
Intel Corp
+$7.7K
9,807
+0%
增持
CSCO
Cisco Systems Inc
-$5.5K
10,961
+0%
增持
SLYV
SPDR(R) S&P 600 Small Cap Value ETF
+$5.4K
3,711
+1%
增持
—
iShares iBonds 2023 Term HY and Inc ETF
+$4.8K
20,736
+1%
增持
BAC
Bank Of America Corp
+$4.7K
22,102
+0%
增持
PM
Philip Morris Intl Inc
+$3.5K
3,685
+1%
增持
SDY
Spdr S&P Dividend Etf
-$2.7K
2,638
+0%
清仓
—
UNIVEC Inc
-$420
0
-100%
增持
RTX
Raytheon Technologies Ord
+$378
4,133
+0%
增持
DOW
Dow Chemical Company
-$9
4,398
+3%
清仓
—
MSGI Security Solutions Inc (NV)
+$0
0
-100%
