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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 130 项
建仓 24
增持 65
减持 39
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
RSP
Invesco S&P 500 Eql Wgt
+$17.8M
1,340,113
+1%
减持
IVV
Ishares TRUST S&P 500
+$17.2M
449,532
-2%
增持
IWM
Ishares Russell 2000
+$7.7M
706,274
+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
HDV
Ishares Msci ETF High Dividend Equity Fund
+$3.8M
479,389
-0%
增持
IBMP
iShares iBonds Dec 2027 Term Muni Bd ETF
+$3.0M
157,191
+306%
增持
IBMO
iShares iBonds Dec 2026 Term Muni Bd ETF
+$2.8M
186,620
+142%
建仓
IBMQ
iShares iBonds Dec 2028 Term Muni Bd ETF
+$2.5M
99,107
建仓
IBHG
ISHS IBND 2027 TRM HGH YLD INCM ETF
+$2.4M
109,154
建仓
IBHF
ISHARES IBND 2026 TRM HG YD INCM ETF
+$2.4M
105,130
增持
—
iShares iBonds Dec 2025 Term Muni Bd ETF
+$2.4M
193,860
+89%
增持
—
iShares iBonds 2025 Term HY and Inc ETF
+$2.3M
111,609
+680%
增持
IVW
Ishares Tr S&P 500/ Barra Growth Index
+$1.9M
143,138
+5%
建仓
IBHH
iShares iBonds 2028 Term HY & Inc ETF
+$1.8M
76,718
增持
SPDW
SPDR Portfolio Developed Wld ex-US ETF
+$1.8M
106,609
+76%
减持
IEFA
Ishares Core Msci Eafe
+$1.7M
533,322
-1%
减持
EFA
Ishares Tr MSCI EAFE Fd
+$1.2M
516,683
-3%
减持
VEA
Vanguard Europe Pac Etf
+$1.1M
489,594
-0%
减持
VYM
Vanguard High Div ETF
+$1.1M
117,621
-0%
减持
DVY
Ishares Tr Dow Jones Select Divid Index
+$1.0M
236,923
-1%
增持
META
Facebook Inc Class A
+$950.8K
3,189
+89%
增持
AAPL
Apple Computer Inc
-$912.3K
50,997
+2%
减持
VOO
Vanguard S&P 500 Etf
+$849.1K
28,024
-3%
增持
IJH
Ishares Tr S&P Midcap
+$839.3K
106,700
+424%
增持
IVE
Ishares Tr S&P 500/ Value Index Fd
+$810.1K
55,159
+1%
增持
MSFT
Microsoft Corp
+$793.0K
12,829
+5%
增持
HD
Home Depot Inc
+$779.6K
6,992
+27%
增持
—
iShares iBonds 2024 Term HY and Inc ETF
+$713.9K
71,419
+74%
减持
ICF
Ishares Cohen Steers REIT
-$694.0K
338,595
-2%
增持
GOOG
Google Inc Class C
+$685.9K
17,501
+25%
增持
QUS
SPDR MSCI USA StrategicFactors ETF
+$668.1K
13,464
+38%
建仓
ALGN
Align Technology Inc
+$655.8K
2,000
减持
BRK/B
Berkshire Hathaway Cl B
+$631.8K
10,201
-1%
增持
QQQ
Nasdaq 100 Shares
+$627.2K
6,527
+18%
增持
VTWO
Vanguard Russell 2000
+$619.7K
154,949
+0%
增持
DIS
Disney Walt Hldg Co
+$616.0K
12,770
+22%
增持
IJR
Ishares Tr S&P Smallcap
+$593.7K
149,830
+2%
减持
AOA
Ishares Tr S&P Aggressive
+$555.1K
139,630
-1%
增持
SPY
S P D R TRUST Unit SR
+$524.4K
10,498
+0%
减持
AMZN
Amazon Com Inc
+$472.7K
16,994
-0%
建仓
NVDA
NVIDIA Corp
+$466.8K
517
减持
IDU
Ishares Tr Dj US Utils
+$449.2K
118,470
-1%
增持
COST
Costco Whsl Corp New
+$441.8K
1,631
+43%
增持
—
Pinnancle Finl Partners Inc
+$417.1K
14,531
+53%
增持
AOS
Smith A O
+$415.5K
58,935
+0%
减持
VO
Vanguard Mid Cap
+$414.3K
45,689
-3%
增持
GE
General Electric Company
+$410.3K
3,570
+111%
建仓
SQ
Square Inc Cl A
+$384.2K
4,542
建仓
CAT
Caterpillar Inc
+$379.6K
1,036
增持
—
iShares iBonds Dec 2024 Term Muni Bond
+$358.2K
97,824
+16%
减持
VNQ
Vanguard REIT
-$350.7K
89,917
-2%
建仓
SCHW
The Charles Schwab Corp
+$317.4K
4,388
建仓
TFC
Truist Finl Corp Com
+$315.7K
8,098
建仓
FITB
Fifth Third Bancorp
+$297.7K
8,000
增持
SPSM
SPDR Portfolio S&P 600 Sm Cap ETF
+$276.7K
84,395
+6%
建仓
MPC
Marathon Pete Corp
+$269.6K
1,338
增持
SPYG
Spdr S&P 500 Growth Etf
+$269.3K
33,063
+0%
增持
PNC
Pnc Finl Services Gp Inc
+$254.6K
3,302
+83%
建仓
KRE
Spdr S&P Regional
+$251.4K
5,000
清仓
YUM
YUM Brands, Inc.
-$247.3K
0
-100%
建仓
ABNB
Airbnb Inc
+$234.1K
1,419
建仓
MCK
Mckesson Corporation
+$230.8K
430
减持
DUK
Duke Energy Corporation
-$228.2K
3,238
-42%
建仓
AMAT
Applied Materials Inc
+$216.5K
1,050
减持
—
Exxon Mobil Corporation
+$212.9K
20,516
-6%
建仓
STZ
Constellation Brand Cl A
+$210.6K
775
清仓
PLAB
Photronics Inc
-$210.0K
0
-100%
建仓
—
Royal Carribean Cruisesf
+$208.5K
1,500
增持
BA
Boeing Co
+$204.9K
3,472
+95%
建仓
UAL
United Continental Holdings Inc Com Usd0
+$204.3K
4,267
建仓
GIS
General Mills Inc
+$200.9K
2,871
建仓
TMO
Thermo Fisher Scntfc
+$200.5K
345
减持
MRK
Merck & Co Inc
+$190.7K
8,886
-1%
增持
FDX
Fedex Corporation
+$185.1K
1,593
+46%
减持
AOR
Ishares Tr S&P Allocation Fd
+$176.3K
79,982
-1%
建仓
—
Carnival Corp
+$173.2K
10,600
减持
IJK
Ishares S&P Midcap
+$170.6K
14,458
-0%
增持
VT
Vanguard Total World
+$163.1K
16,023
+3%
增持
SPYM
SPDR Portfolio S&P 500 ETF
+$160.1K
15,674
+9%
增持
SCHX
Schw US Lcap Etf
+$155.3K
27,426
+0%
增持
IBM
Intl Business Machines
+$150.5K
5,420
+0%
减持
JPM
J P Morgan Chase & Co
+$148.3K
7,101
-5%
增持
BX
Blackstone Group LP
+$135.5K
9,651
+12%
增持
FNDX
Schwab Fundamental US
+$124.7K
22,873
+0%
增持
DFUV
DFA Tax-Managed US Marketwide Value II
+$98.4K
26,329
+0%
增持
BAC
Bank Of America Corp
+$96.7K
22,252
+0%
减持
SLYG
SPDR S&P 600 Small Cap Growth ETF
-$95.6K
3,268
-28%
增持
IWF
Ishares Tr Russell
+$94.2K
2,778
+0%
增持
ABBV
Abbvie Inc
+$87.9K
2,894
+2%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$80.9K
15,175
+4%
减持
ATO
Atmos Energy Corp
-$77.9K
2,996
-20%
增持
TSLA
Tesla Motors Inc
+$74.0K
2,209
+75%
减持
PEP
Pepsico Incorporated
-$72.9K
3,999
-12%
增持
WFC
Wells Fargo & Co New
+$71.3K
6,797
+4%
减持
IEMG
Ishares Core Msci
-$66.9K
138,897
-3%
增持
WMT
Wal-Mart Stores Inc
+$63.4K
8,311
+200%
增持
INTC
Intel Corp
-$62.1K
10,236
+0%
减持
RTX
Raytheon Technologies Ord
+$59.3K
5,042
-2%
增持
BMY
Bristol-Myers Squibb Co
+$55.0K
7,992
+8%
减持
PFE
Pfizer Incorporated
-$53.5K
15,353
-8%
减持
VWO
Vanguard Emerging Market
+$51.2K
186,678
-1%
减持
AFL
A F L A C Inc
+$42.0K
52,905
-3%
减持
SO
The Southern Company
-$39.9K
23,499
-5%
增持
RF
Regions Financial Cp New
+$33.9K
17,927
+1%
增持
VIG
Vanguard Div Appreciation
+$32.5K
2,585
+0%
减持
COP
Conocophillips
-$28.9K
5,803
-12%
增持
USB
U S Bancorp Del New
+$24.9K
7,840
+4%
增持
VTI
Vanguard Total Stock Mkt
+$22.4K
970
+0%
增持
VGT
Vanguard Information Technology ETF
+$21.9K
531
+0%
减持
PSX
Phillips
+$21.9K
2,382
-14%
减持
VZ
Verizon Communications
-$21.7K
5,822
-17%
增持
IWR
Ishares Russell Index Fd
+$21.3K
3,347
+0%
增持
SCHA
Schw US Scap Etf
+$20.3K
10,117
+0%
增持
MCD
Mc Donalds Corp
-$19.6K
1,448
+0%
减持
GM
General Motors Corp
-$19.1K
9,404
-24%
增持
DFAT
Dfa Tax Managed US Small
+$18.3K
8,457
+0%
增持
NKE
Nike Inc Class B
+$17.8K
2,416
+25%
增持
SDY
Spdr S&P Dividend Etf
+$16.8K
2,644
+0%
增持
F
Ford Motor Company
+$16.4K
13,294
+1%
减持
IDV
Ishares Tr Dow Jones
-$16.1K
21,125
-3%
减持
SNPS
Synopsys Inc
-$15.6K
1,344
-12%
增持
UPS
United Parcel Service B
-$12.0K
1,664
+1%
减持
T
A T & T Corp
+$9.5K
13,843
-1%
增持
ABT
Abbott Laboratories
+$9.4K
2,612
+0%
减持
JNJ
Johnson & Johnson
-$7.1K
5,851
-2%
增持
PM
Philip Morris Intl Inc
-$6.9K
3,757
+1%
增持
BSV
Vanguard Short Term Bd Index
-$2.6K
9,769
+0%
增持
CSCO
Cisco Systems Inc
+$1.4K
11,643
+1%
减持
EEM
Ishares MSCI Emrg Mkt Fd
+$182
133,792
-2%
建仓
—
Icon Media Holdings Inc
+$40
100,000
建仓
—
MSGI Security Solutions Inc (NV)
+$0
50,000
