小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 117 项
建仓 8
增持 69
减持 33
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
RSP
Invesco S&P 500 Eql Wgt
-$7.9M
1,333,770
-0%
减持
IVV
Ishares TRUST S&P 500
+$7.5M
445,645
-1%
减持
IWM
Ishares Russell 2000
-$7.2M
696,746
-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。
增持
AAPL
Apple Computer Inc
+$4.5M
63,010
+24%
增持
AMZN
Amazon Com Inc
+$3.3M
32,967
+94%
减持
VEA
Vanguard Europe Pac Etf
-$2.6M
444,981
-9%
增持
GOOG
Google Inc Class C
+$2.4M
27,504
+57%
减持
HDV
Ishares Msci ETF High Dividend Equity Fund
-$2.3M
464,924
-3%
减持
SPSM
SPDR Portfolio S&P 600 Sm Cap ETF
-$2.3M
33,280
-61%
建仓
IBHI
ISHARS IBND 2029 TRM HG YLD INCM ETF
+$1.9M
80,885
增持
IBHG
ISHS IBND 2027 TRM HGH YLD INCM ETF
+$1.9M
195,106
+79%
增持
IBMO
iShares iBonds Dec 2026 Term Muni Bd ETF
+$1.8M
257,981
+38%
减持
IJH
Ishares Tr S&P Midcap
-$1.4M
86,271
-19%
增持
IBHF
ISHARES IBND 2026 TRM HG YD INCM ETF
+$1.4M
167,335
+59%
增持
MSFT
Microsoft Corp
+$1.4M
15,111
+18%
减持
ICF
Ishares Cohen Steers REIT
-$1.3M
317,578
-6%
增持
META
Facebook Inc Class A
+$1.3M
5,699
+79%
减持
SPY
S P D R TRUST Unit SR
-$1.3M
7,741
-26%
清仓
MDY
Mid Cap S P D R TRUST
-$1.2M
0
-100%
减持
VTWO
Vanguard Russell 2000
-$1.2M
145,802
-6%
增持
IBMP
iShares iBonds Dec 2027 Term Muni Bd ETF
+$1.1M
203,274
+29%
减持
IVW
Ishares Tr S&P 500/ Barra Growth Index
+$1.1M
142,720
-0%
增持
IBMQ
iShares iBonds Dec 2028 Term Muni Bd ETF
+$1.1M
144,852
+46%
减持
IVE
Ishares Tr S&P 500/ Value Index Fd
-$1.1M
50,593
-8%
增持
IBHH
iShares iBonds 2028 Term HY & Inc ETF
+$1.0M
122,067
+59%
减持
DVY
Ishares Tr Dow Jones Select Divid Index
-$978.7K
233,142
-2%
增持
NVDA
NVIDIA Corp
+$797.8K
10,236
+1880%
增持
—
iShares iBonds 2025 Term HY and Inc ETF
+$740.1K
143,910
+29%
增持
EFA
Ishares Tr MSCI EAFE Fd
-$711.7K
517,688
+0%
减持
IYR
Ishares Tr Dow Jones Re
-$627.0K
3,010
-70%
建仓
SHOP
Shopify Inc
+$591.1K
8,950
减持
VNQ
Vanguard REIT
-$556.3K
86,195
-4%
增持
HCA
Hca The Healthcare Co
-$481.5K
46,632
+1%
建仓
CSWC
Capital Southwest Corp
+$476.1K
18,250
增持
—
iShares iBonds Dec 2025 Term Muni Bd ETF
+$458.1K
210,974
+9%
增持
AOS
Smith A O
-$450.9K
58,955
+0%
增持
IEFA
Ishares Core Msci Eafe
-$430.3K
539,000
+1%
建仓
CRM
Salesforce Com
+$423.2K
1,646
增持
GOOGL
Google Inc Cl A
+$416.7K
13,334
+0%
减持
VWO
Vanguard Emerging Market
-$408.0K
168,866
-10%
减持
IDU
Ishares Tr Dj US Utils
+$378.8K
118,250
-0%
建仓
MAIN
Main Street Capital Corp
+$333.2K
6,600
减持
EEM
Ishares MSCI Emrg Mkt Fd
-$291.1K
122,214
-9%
增持
IJR
Ishares Tr S&P Smallcap
-$286.2K
152,569
+2%
增持
VTI
Vanguard Total Stock Mkt
+$275.7K
1,973
+103%
增持
—
iShares iBonds Dec 2024 Term Muni Bond
+$262.3K
107,537
+10%
建仓
QQQM
Invesco NASDAQ 100 ETF
+$259.4K
1,316
清仓
GPN
Global Pmts Inc Com
-$242.9K
0
-100%
增持
SPYG
Spdr S&P 500 Growth Etf
+$233.2K
33,093
+0%
建仓
BND
Vanguard Bond Index Fund
+$227.2K
3,153
清仓
NKE
Nike Inc Class B
-$227.0K
0
-100%
清仓
STZ
Constellation Brand Cl A
-$210.6K
0
-100%
增持
AOA
Ishares Tr S&P Aggressive
+$208.2K
139,950
+0%
清仓
VIOO
Vanguard S&P Small-Cap 600 ETF
-$205.4K
0
-100%
增持
—
iShares iBonds 2024 Term HY and Inc ETF
+$205.2K
80,481
+13%
建仓
PYPL
Paypal Holdings Inco
+$203.1K
3,500
清仓
GIS
General Mills Inc
-$200.9K
0
-100%
清仓
TMO
Thermo Fisher Scntfc
-$200.5K
0
-100%
增持
VYM
Vanguard High Div ETF
-$197.1K
118,330
+1%
减持
IWF
Ishares Tr Russell
-$197.0K
2,028
-27%
增持
SO
The Southern Company
+$138.8K
23,522
+0%
增持
INTC
Intel Corp
-$135.0K
10,241
+0%
减持
GM
General Motors Corp
-$128.5K
6,414
-32%
减持
VOO
Vanguard S&P 500 Etf
+$125.9K
27,187
-3%
增持
HD
Home Depot Inc
-$124.3K
7,430
+6%
减持
SNPS
Synopsys Inc
-$123.6K
1,083
-19%
减持
IEMG
Ishares Core Msci
+$122.9K
136,186
-2%
增持
BA
Boeing Co
+$122.4K
4,354
+25%
减持
SPYV
SPDR Portfolio S&P 500 Value ETF
-$116.2K
13,214
-13%
增持
ORCL
Oracle Corporation
+$113.9K
7,268
+0%
减持
AOR
Ishares Tr S&P Allocation Fd
-$107.2K
77,156
-4%
增持
BMY
Bristol-Myers Squibb Co
-$101.2K
7,998
+0%
增持
GE
General Electric Company
+$99.9K
4,570
+28%
增持
KO
Coca Cola Company
+$95.3K
38,379
+0%
增持
IBM
Intl Business Machines
-$95.2K
5,434
+0%
减持
QQQ
Nasdaq 100 Shares
+$87.9K
6,233
-5%
减持
BSV
Vanguard Short Term Bd Index
-$85.0K
8,657
-11%
增持
COP
Conocophillips
-$74.7K
5,805
+0%
增持
BX
Blackstone Group LP
-$72.8K
9,653
+0%
增持
JNJ
Johnson & Johnson
-$70.1K
5,853
+0%
增持
—
Carnival Corp
+$64.7K
12,710
+20%
增持
WMT
Wal-Mart Stores Inc
+$62.7K
8,312
+0%
增持
PSX
Phillips
-$52.7K
2,383
+0%
增持
ALGN
Align Technology Inc
-$52.3K
2,500
+25%
增持
IJK
Ishares S&P Midcap
-$44.8K
14,464
+0%
增持
DFUV
DFA Tax-Managed US Marketwide Value II
-$41.0K
26,379
+0%
增持
VT
Vanguard Total World
+$39.8K
16,073
+0%
增持
SPDW
SPDR Portfolio Developed Wld ex-US ETF
-$39.6K
107,790
+1%
增持
PM
Philip Morris Intl Inc
+$39.2K
3,784
+1%
减持
PFE
Pfizer Incorporated
-$38.3K
13,858
-10%
增持
USB
U S Bancorp Del New
-$38.1K
7,869
+0%
增持
MCD
Mc Donalds Corp
-$37.8K
1,453
+0%
增持
PEP
Pepsico Incorporated
-$37.1K
4,018
+0%
增持
NEE
Nextera Energy Inc
+$36.6K
5,297
+0%
增持
QUS
SPDR MSCI USA StrategicFactors ETF
+$35.5K
13,539
+1%
增持
ABBV
Abbvie Inc
-$30.5K
2,895
+0%
增持
SCHF
Schw Intl Eq Etf
+$30.4K
14,338
+7%
增持
CSCO
Cisco Systems Inc
-$27.6K
11,649
+0%
增持
SDY
Spdr S&P Dividend Etf
+$22.9K
2,908
+10%
增持
DFAT
Dfa Tax Managed US Small
-$20.6K
8,477
+0%
增持
—
Exxon Mobil Corporation
-$17.7K
20,562
+0%
增持
UPS
United Parcel Service B
-$17.3K
1,680
+1%
减持
T
A T & T Corp
+$15.5K
13,558
-2%
增持
RTX
Raytheon Technologies Ord
+$14.7K
5,045
+0%
增持
RF
Regions Financial Cp New
-$14.0K
18,126
+1%
减持
SPHQ
Invesco S&P 500 Quality ETF
+$13.7K
5,230
-1%
增持
SPEM
SPDR S&P Emerging Markets ETF
+$12.9K
8,530
+0%
增持
DUK
Duke Energy Corporation
+$11.5K
3,239
+0%
减持
BAC
Bank Of America Corp
+$11.4K
21,503
-3%
减持
VZ
Verizon Communications
-$10.3K
5,674
-3%
增持
F
Ford Motor Company
-$9.1K
13,352
+0%
减持
TSLA
Tesla Motors Inc
+$5.3K
1,989
-10%
增持
SLYG
SPDR S&P 600 Small Cap Growth ETF
-$4.0K
3,274
+0%
增持
IDV
Ishares Tr Dow Jones
+$3.9K
21,547
+2%
增持
ABNB
Airbnb Inc
-$3.8K
1,519
+7%
增持
VIG
Vanguard Div Appreciation
+$3.1K
2,603
+1%
增持
—
Pinnancle Finl Partners Inc
-$2.2K
15,564
+7%
