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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 129 项
建仓 14
增持 45
减持 60
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
RSP
Invesco S&P 500 Eql Wgt
+$24.6M
1,325,427
-1%
减持
IVV
Ishares TRUST S&P 500
+$24.2M
458,732
-0%
减持
IWM
Ishares Russell 2000
+$19.3M
701,605
-1%
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。
减持
EFA
Ishares Tr MSCI EAFE Fd
+$4.3M
531,031
-0%
减持
ICF
Ishares Cohen Steers REIT
+$3.3M
344,473
-1%
清仓
—
iShares iBonds Dec 2023 Term Muni Bd ETF
-$3.3M
0
-100%
增持
IJR
Ishares Tr S&P Smallcap
+$2.9M
147,487
+4%
减持
IEFA
Ishares Core Msci Eafe
+$2.9M
538,471
-4%
减持
DVY
Ishares Tr Dow Jones Select Divid Index
+$2.6M
240,196
-2%
增持
VTWO
Vanguard Russell 2000
+$2.5M
154,873
+7%
增持
VO
Vanguard Mid Cap
+$2.0M
47,290
+6%
减持
VEA
Vanguard Europe Pac Etf
+$1.9M
489,599
-4%
增持
SPSM
SPDR Portfolio S&P 600 Sm Cap ETF
+$1.5M
79,555
+56%
减持
VOO
Vanguard S&P 500 Etf
+$1.3M
28,897
-1%
增持
IVE
Ishares Tr S&P 500/ Value Index Fd
+$1.3M
54,598
+0%
增持
SPDW
SPDR Portfolio Developed Wld ex-US ETF
+$1.2M
60,657
+101%
减持
VYM
Vanguard High Div ETF
+$1.1M
117,696
-1%
增持
AAPL
Apple Computer Inc
+$1.0M
50,160
+0%
增持
AOS
Smith A O
+$1.0M
58,912
+0%
减持
IDU
Ishares Tr Dj US Utils
+$990.7K
119,653
-1%
减持
HCA
Hca The Healthcare Co
+$988.3K
46,363
-2%
建仓
IBMP
iShares iBonds Dec 2027 Term Muni Bd ETF
+$983.8K
38,710
减持
IVW
Ishares Tr S&P 500/ Barra Growth Index
+$970.9K
135,928
-0%
减持
AOA
Ishares Tr S&P Aggressive
+$916.7K
140,509
-1%
建仓
—
South St Corp Com
+$836.2K
9,902
清仓
SPYD
SPDR Portfolio S&P 500 High Div ETF
-$829.3K
0
-100%
减持
VNQ
Vanguard REIT
+$789.3K
91,972
-9%
减持
MSFT
Microsoft Corp
+$765.7K
12,245
-0%
增持
IBMO
iShares iBonds Dec 2026 Term Muni Bd ETF
+$758.9K
77,200
+58%
减持
XLV
Sector Spdr Health Fund
-$674.7K
8,122
-42%
清仓
DBC
Powershs Db Commdty Indx
-$589.2K
0
-100%
清仓
KMB
Kimberly-Clark Corp
-$583.5K
0
-100%
建仓
—
FIS CHRISTIAN STOCK FUND ETF
+$534.4K
20,780
减持
IJH
Ishares Tr S&P Midcap
+$514.9K
20,356
-4%
清仓
—
iShares iBonds 2023 Term HY and Inc ETF
-$493.6K
0
-100%
清仓
GLD
Spdr Gold TRUST
-$468.1K
0
-100%
减持
HDV
Ishares Msci ETF High Dividend Equity Fund
+$464.0K
480,744
-4%
减持
AMZN
Amazon Com Inc
+$423.2K
17,064
-2%
减持
AOR
Ishares Tr S&P Allocation Fd
+$385.6K
80,396
-0%
减持
EEM
Ishares MSCI Emrg Mkt Fd
+$346.1K
136,683
-1%
减持
—
Exxon Mobil Corporation
-$344.9K
21,723
-0%
减持
SPY
S P D R TRUST Unit SR
+$334.8K
10,449
-5%
减持
AFL
A F L A C Inc
+$312.7K
54,550
-2%
增持
QQQ
Nasdaq 100 Shares
+$303.9K
5,545
+0%
建仓
SPEM
SPDR S&P Emerging Markets ETF
+$301.8K
8,523
减持
HD
Home Depot Inc
+$296.1K
5,490
-0%
清仓
SLYV
SPDR S&P 600 Small Cap Value ETF
-$261.0K
0
-100%
增持
VT
Vanguard Total World
+$260.5K
15,625
+6%
建仓
VGT
Vanguard Information Technology ETF
+$256.6K
530
增持
BA
Boeing Co
+$256.1K
1,785
+61%
建仓
—
Trane Technologies PLC
+$243.9K
1,000
增持
BX
Blackstone Group LP
+$239.8K
8,649
+0%
建仓
GPN
Global Pmts Inc Com
+$230.8K
1,817
增持
BRK/B
Berkshire Hathaway Cl B
+$230.6K
10,256
+3%
建仓
HON
Honeywell International
+$229.4K
1,094
建仓
RY
Royal Bk Cda Montreal
+$227.9K
2,254
建仓
GE
General Electric Company
+$216.3K
1,695
减持
VWO
Vanguard Emerging Market
+$216.0K
188,476
-3%
减持
—
Nestle Sa Ord
-$211.6K
8,118
-22%
增持
SPYG
Spdr S&P 500 Growth Etf
+$211.0K
33,035
+0%
建仓
PLAB
Photronics Inc
+$210.0K
6,693
建仓
NKE
Nike Inc Class B
+$209.3K
1,928
清仓
MCK
Mckesson Corporation
-$205.7K
0
-100%
建仓
VIOO
Vanguard S&P Small-Cap 600 ETF
+$200.8K
2,024
增持
SCHX
Schw US Lcap Etf
+$180.5K
27,424
+0%
减持
BAC
Bank Of America Corp
+$169.1K
22,189
-1%
增持
FNDX
Schwab Fundamental US
+$158.1K
22,871
+0%
增持
SPYM
SPDR Portfolio S&P 500 ETF
+$152.4K
14,389
+9%
增持
INTC
Intel Corp
+$149.1K
10,232
+0%
减持
—
Pinnancle Finl Partners Inc
+$147.4K
9,526
-10%
清仓
ET
Energy Transfer Equity LP
-$143.2K
0
-100%
减持
IYR
Ishares Tr Dow Jones Re
+$141.1K
9,912
-3%
增持
QUS
SPDR MSCI USA StrategicFactors ETF
+$135.7K
9,784
+1%
增持
IJK
Ishares S&P Midcap
+$128.4K
14,500
+0%
增持
IBM
Intl Business Machines
+$127.3K
5,408
+0%
减持
SLYG
SPDR S&P 600 Small Cap Growth ETF
-$121.6K
4,552
-35%
减持
KO
Coca Cola Company
+$121.4K
38,370
-2%
减持
CVX
Chevrontexaco Corp
-$114.0K
5,627
-1%
增持
DFUV
DFA Tax-Managed US Marketwide Value II
+$106.0K
26,290
+0%
减持
PFE
Pfizer Incorporated
-$93.1K
16,657
-1%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$92.8K
14,570
+0%
增持
USB
U S Bancorp Del New
+$90.9K
7,521
+0%
增持
MRK
Merck & Co Inc
+$83.6K
9,006
+2%
减持
GOOGL
Google Inc Cl A
+$82.0K
13,331
-1%
减持
IEMG
Ishares Core Msci
+$76.9K
143,021
-7%
增持
SCHA
Schw US Scap Etf
+$72.2K
10,116
+0%
减持
BSV
Vanguard Short Term Bd Index
-$70.6K
9,758
-11%
增持
RTX
Raytheon Technologies Ord
+$69.9K
5,139
+0%
增持
DFAT
Dfa Tax Managed US Small
+$68.6K
8,448
+0%
减持
TSLA
Tesla Motors Inc
-$59.4K
1,265
-17%
减持
MCD
Mc Donalds Corp
+$58.0K
1,443
-1%
增持
—
iShares iBonds Dec 2025 Term Muni Bd ETF
+$54.5K
102,671
+0%
增持
VIG
Vanguard Div Appreciation
+$53.5K
2,580
+3%
减持
MA
Mastercard Inc
+$53.0K
1,736
-1%
减持
BMY
Bristol-Myers Squibb Co
-$50.3K
7,374
-2%
增持
PSX
Phillips
+$48.4K
2,759
+0%
减持
—
Truxton Corp
+$47.0K
7,329
-1%
减持
SO
The Southern Company
-$43.7K
24,611
-11%
减持
CSCO
Cisco Systems Inc
-$42.3K
11,474
-1%
增持
NEE
Nextera Energy Inc
+$42.2K
5,296
+0%
增持
UPS
United Parcel Service B
+$41.1K
1,649
+16%
增持
JNJ
Johnson & Johnson
+$39.7K
5,951
+4%
减持
IDV
Ishares Tr Dow Jones
+$39.2K
21,738
-6%
减持
ATO
Atmos Energy Corp
-$34.9K
3,745
-17%
增持
IWR
Ishares Russell Index Fd
+$34.7K
3,346
+0%
增持
SDY
Spdr S&P Dividend Etf
+$32.5K
2,642
+0%
减持
DUK
Duke Energy Corporation
+$31.3K
5,579
-6%
减持
F
Ford Motor Company
-$30.0K
13,138
-17%
增持
PRU
Prudential Financial Inc
+$28.4K
2,294
+0%
增持
T
A T & T Corp
+$28.0K
13,956
+0%
增持
VTI
Vanguard Total Stock Mkt
+$27.7K
968
+0%
增持
SPHQ
Invesco S&P 500 Quality ETF
+$25.1K
5,273
+0%
增持
—
iShares iBonds Dec 2024 Term Muni Bond
+$23.8K
84,084
+0%
增持
ABBV
Abbvie Inc
+$21.5K
2,833
+0%
减持
CVS
C V S Corp Del
+$19.9K
3,899
-6%
减持
XLY
Sector Spdr Consumer Fd
+$17.7K
1,366
-5%
清仓
—
Royal Helium Ltd
-$17.3K
0
-100%
减持
FDX
Fedex Corporation
-$15.4K
1,093
-3%
减持
RF
Regions Financial Cp New
-$12.9K
17,716
-19%
减持
ORCL
Oracle Corporation
-$12.5K
7,263
-2%
减持
WMT
Wal-Mart Stores Inc
-$12.5K
2,770
-2%
减持
VZ
Verizon Communications
+$11.0K
7,054
-12%
增持
—
iShares iBonds 2025 Term HY and Inc ETF
+$7.7K
14,318
+0%
减持
PG
Procter & Gamble Co
-$6.1K
1,554
-3%
增持
COP
Conocophillips
+$6.0K
6,613
+2%
建仓
—
ATLAS SALT ORD
+$5.4K
10,000
减持
TXN
Texas Instruments Inc
-$1.8K
1,241
-9%
减持
PM
Philip Morris Intl Inc
-$1.2K
3,732
-4%
减持
—
iShares iBonds 2024 Term HY and Inc ETF
+$940
40,983
-1%
