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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 116 项
建仓 3
增持 60
减持 46
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
RSP
Invesco S&P 500 Eql Wgt
-$16.6M
1,333,034
-1%
减持
IWM
Ishares Russell 2000
-$12.7M
710,267
-1%
减持
IVV
Ishares TRUST S&P 500
-$12.3M
460,105
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。
-1%
减持
EFA
Ishares Tr MSCI EAFE Fd
-$3.6M
531,953
-2%
减持
IEFA
Ishares Core Msci Eafe
-$3.0M
559,167
-1%
减持
ICF
Ishares Cohen Steers REIT
-$2.6M
349,450
-0%
增持
HCA
Hca The Healthcare Co
-$2.6M
47,386
+2%
减持
DVY
Ishares Tr Dow Jones Select Divid Index
-$2.4M
244,350
-1%
减持
HDV
Ishares Msci ETF High Dividend Equity Fund
-$2.3M
500,227
-1%
增持
VEA
Vanguard Europe Pac Etf
-$1.9M
508,139
+0%
减持
IDU
Ishares Tr Dj US Utils
-$1.5M
120,663
-2%
减持
SPY
S P D R TRUST Unit SR
-$1.4M
10,987
-19%
减持
AAPL
Apple Computer Inc
-$1.2M
50,015
-1%
减持
VWO
Vanguard Emerging Market
-$1.1M
195,239
-8%
减持
VTWO
Vanguard Russell 2000
-$1.1M
144,844
-2%
减持
AOA
Ishares Tr S&P Aggressive
-$1.0M
141,404
-4%
增持
VNQ
Vanguard REIT
-$1.0M
100,760
+1%
减持
IVE
Ishares Tr S&P 500 Value Index Fd
-$718.2K
54,547
-2%
减持
IEMG
Ishares Core Msci
-$603.3K
153,094
-3%
减持
EEM
Ishares MSCI Emrg Mkt Fd
-$558.2K
138,216
-4%
减持
MSFT
Microsoft Corp
-$552.1K
12,249
-5%
增持
VO
Vanguard Mid Cap
-$541.6K
44,410
+2%
减持
IVW
Ishares Tr S&P 500 Barra Growth Index
-$529.3K
136,203
-2%
增持
AOS
Smith A O
-$434.7K
58,889
+0%
增持
IJH
Ishares Tr S&P Midcap
-$408.6K
21,176
+0%
增持
VOO
Vanguard S&P 500 Etf
-$405.5K
29,234
+1%
增持
SPYM
SPDR Portfolio S&P 500 ETF
+$371.5K
13,151
+144%
清仓
NVDA
NVIDIA Corp
-$348.0K
0
-100%
增持
GOOG
Google Inc Class C
+$335.0K
14,041
+11%
减持
JNJ
Johnson & Johnson
-$314.2K
5,749
-21%
减持
AFL
A F L A C Inc
+$303.4K
55,518
-0%
增持
IJR
Ishares Tr S&P Smallcap
-$290.9K
142,236
+7%
减持
QQQ
Nasdaq 100 Shares
-$272.7K
5,542
-9%
增持
VYM
Vanguard High Div ETF
+$272.6K
118,418
+7%
清仓
—
Magellan Midstream Ptnrs
-$257.2K
0
-100%
减持
AOR
Ishares Tr S&P Allocation Fd
-$254.4K
80,552
-0%
清仓
UAL
United Continental Holdings Inc Com Usd0
-$244.2K
0
-100%
建仓
YUM
YUM! Brands, Inc.
+$232.8K
1,893
清仓
HON
Honeywell International
-$227.0K
0
-100%
清仓
RY
Royal Bk Cda Montreal
-$215.3K
0
-100%
清仓
NKE
Nike Inc Class B
-$212.5K
0
-100%
建仓
HRB
Block H & R Incorporated
+$207.0K
5,000
清仓
SCHP
Sch US Tips Etf
-$200.1K
0
-100%
减持
AMZN
Amazon Com Inc
-$198.6K
17,395
-4%
增持
—
Exxon Mobil Corporation
+$197.2K
21,728
+0%
增持
KO
Coca Cola Company
-$195.3K
38,990
+1%
减持
VIG
Vanguard Div Appreciation
-$184.6K
2,516
-28%
增持
GOOGL
Google Inc Cl A
+$184.5K
13,443
+1%
增持
SO
The Southern Company
-$170.2K
27,635
+0%
减持
FDX
Fedex Corporation
-$152.6K
1,122
-37%
减持
GM
General Motors Corp
-$146.9K
12,404
-11%
建仓
ET
Energy Transfer Equity LP
+$143.2K
10,568
增持
MRK
Merck & Co Inc
-$111.6K
8,826
+1%
减持
KMB
Kimberly-Clark Corp
-$102.7K
4,840
-3%
增持
HD
Home Depot Inc
-$97.5K
5,503
+0%
增持
IYR
Ishares Tr Dow Jones Re
-$92.8K
10,171
+3%
增持
COP
Conocophillips
+$90.7K
6,476
+0%
增持
BX
Blackstone Group LP
+$88.8K
8,647
+0%
减持
PEP
Pepsico Incorporated
-$87.3K
4,550
-1%
增持
ORCL
Oracle Corporation
-$86.7K
7,446
+3%
减持
FNDX
Schwab Fundamental US
-$75.6K
22,870
-1%
减持
SCHX
Schw US Lcap Etf
-$74.9K
27,422
-0%
减持
—
Pinnancle Finl Partners Inc
+$74.5K
10,635
-1%
减持
BA
Boeing Co
-$72.1K
1,107
-17%
减持
AMD
Advanced Micro Devic
-$71.4K
4,136
-3%
增持
SPYG
Spdr S&P 500 Growth Etf
-$70.1K
32,974
+0%
增持
—
iShares iBonds Dec 2025 Term Muni Bd ETF
+$69.2K
102,630
+4%
增持
CVX
Chevrontexaco Corp
+$67.9K
5,711
+1%
增持
IJK
Ishares S&G47P Midcap
-$65.1K
14,486
+0%
减持
FNDA
Sch Fnd US Sm Etf
-$58.9K
13,326
-2%
增持
MCD
Mc Donalds Corp
-$58.0K
1,453
+1%
增持
BAC
Bank Of America Corp
-$56.1K
22,308
+1%
增持
PSX
Phillips
+$55.9K
2,758
+0%
增持
VT
Vanguard Total World
-$55.2K
14,734
+2%
增持
CSCO
Cisco Systems Inc
+$54.8K
11,593
+6%
减持
ATO
Atmos Energy Corp
-$54.4K
4,494
-0%
减持
SCHA
Schw US Scap Etf
-$54.2K
10,114
-4%
减持
BMY
Bristol-Myers Squibb Co
-$50.6K
7,491
-0%
增持
F
Ford Motor Company
-$47.4K
15,756
+0%
减持
PFE
Pfizer Incorporated
-$47.1K
16,893
-0%
增持
—
iShares iBonds 2025 Term HY and Inc ETF
+$45.9K
14,263
+18%
减持
FNDF
Schwab Fundamental Inl
-$45.2K
19,867
-2%
增持
RTX
Raytheon Technologies Ord
-$42.4K
5,136
+24%
增持
IBM
Intl Business Machines
+$37.6K
5,394
+0%
增持
INTC
Intel Corp
+$37.1K
10,229
+4%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
-$36.8K
14,498
+0%
增持
SLYG
Spdr S&P 600 Small Cap
-$35.9K
7,011
+0%
增持
DFUV
DFA Tax-Managed US Marketwide Value II
-$31.2K
26,248
+0%
增持
IDV
Ishares Tr Dow Jones
-$30.5K
23,126
+2%
增持
UPS
United Parcel Service B
-$30.3K
1,419
+2%
减持
TSLA
Tesla Motors Inc
-$27.8K
1,516
-1%
减持
DUK
Duke Energy Corporation
-$27.8K
5,948
-1%
增持
VZ
Verizon Communications
-$26.7K
7,973
+5%
增持
SDY
Spdr S&P Dividend Etf
-$25.7K
2,640
+0%
增持
SLYV
SPDR S&P 600 Small Cap Value ETF
-$25.5K
3,731
+1%
增持
RF
Regions Financial Cp New
-$23.8K
21,749
+2%
减持
BSV
Vanguard Short Term Bd Index
-$21.0K
11,009
-1%
减持
META
Facebook Inc Class A
+$20.7K
1,688
-1%
增持
CVS
C V S Corp Del
+$18.5K
4,159
+7%
增持
IWR
Ishares Russell Index Fd
-$18.1K
3,345
+0%
增持
DFAT
Dfa Tax Managed US Small
-$16.8K
8,429
+0%
增持
T
A T & T Corp
-$16.2K
13,951
+0%
增持
V
Visa Inc Cl A
-$15.8K
2,925
+1%
增持
—
Truxton Corp
-$12.0K
7,429
+1%
增持
USB
U S Bancorp Del New
-$11.7K
7,486
+0%
减持
MCK
Mckesson Corporation
-$11.0K
469
-7%
增持
VTI
Vanguard Total Stock Mkt
-$10.5K
966
+0%
增持
TXN
Texas Instruments Inc
-$10.0K
1,357
+9%
增持
—
iShares iBonds Dec 2024 Term Muni Bond
-$8.3K
84,056
+0%
增持
PM
Philip Morris Intl Inc
-$7.4K
3,903
+6%
减持
UNH
Unitedhealth Group Inc
-$5.9K
647
-7%
增持
MA
Mastercard Inc
+$4.7K
1,758
+1%
增持
—
iShares iBonds 2023 Term HY and Inc ETF
+$3.6K
20,951
+1%
增持
—
iShares iBonds 2024 Term HY and Inc ETF
+$2.4K
41,316
+1%
增持
PG
Procter & Gamble Co
-$2.0K
1,607
+3%
增持
—
iShares iBonds Dec 2023 Term Muni Bd ETF
+$312
130,599
+0%
