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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 115 项
建仓 11
增持 65
减持 36
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
RSP
Invesco S&P 500 Eql Wgt
+$20.7M
1,338,431
+0%
增持
IWM
Ishares Russell 2000
+$15.3M
709,265
+2%
增持
IVV
Ishares TRUST S&P 500
+$13.9M
446,870
+0%
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
IEFA
Ishares Core Msci Eafe
+$4.8M
563,610
+5%
增持
HDV
Ishares Msci ETF High Dividend Equity Fund
+$4.2M
464,993
+0%
减持
HCA
Hca The Healthcare Co
+$3.8M
46,133
-1%
增持
IBHG
ISHS IBND 2027 TRM HGH YLD INCM ETF
+$3.5M
347,150
+78%
减持
DVY
Ishares Tr Dow Jones Select Divid Index
+$3.2M
232,581
-0%
增持
IBHH
iShares iBonds 2028 Term HY & Inc ETF
+$3.1M
250,802
+105%
增持
VYM
Vanguard High Div ETF
+$2.8M
131,262
+11%
减持
EFA
Ishares Tr MSCI EAFE Fd
+$2.0M
508,372
-2%
增持
IBMQ
iShares iBonds Dec 2028 Term Muni Bd ETF
+$1.9M
216,165
+49%
增持
IBMP
iShares iBonds Dec 2027 Term Muni Bd ETF
+$1.9M
273,962
+35%
增持
IJR
Ishares Tr S&P Smallcap
+$1.7M
154,078
+1%
增持
IBMO
iShares iBonds Dec 2026 Term Muni Bd ETF
+$1.6M
315,909
+22%
减持
IDU
Ishares Tr Dj US Utils
+$1.4M
116,030
-2%
增持
—
iShares iBonds Dec 2025 Term Muni Bd ETF
+$1.3M
259,206
+23%
减持
AAPL
Apple Computer Inc
+$1.3M
62,454
-1%
增持
VNQ
Vanguard REIT
+$1.2M
86,690
+1%
增持
IBHF
ISHARES IBND 2026 TRM HG YD INCM ETF
+$1.1M
212,111
+27%
增持
VTWO
Vanguard Russell 2000
+$1.1M
146,219
+0%
增持
IBHI
ISHARS IBND 2029 TRM HG YLD INCM ETF
+$970.8K
118,810
+47%
增持
SPYM
SPDR Portfolio S&P 500 ETF
+$803.7K
26,764
+71%
增持
—
iShares iBonds 2025 Term HY and Inc ETF
+$775.2K
177,025
+23%
减持
IVE
Ishares Tr S&P 500/ Value Index Fd
+$760.1K
50,558
-0%
减持
VO
Vanguard Mid Cap
+$740.6K
44,733
-2%
减持
VEA
Vanguard Europe Pac Etf
+$718.7K
430,026
-3%
减持
ICF
Ishares Cohen Steers REIT
+$650.5K
285,913
-10%
减持
VOO
Vanguard S&P 500 Etf
+$619.3K
26,942
-1%
增持
HD
Home Depot Inc
+$541.0K
7,648
+3%
减持
AOA
Ishares Tr S&P Aggressive
+$522.5K
139,246
-1%
减持
IEMG
Ishares Core Msci
+$504.8K
135,774
-0%
增持
MU
Micron Technology Inc
+$483.2K
8,776
+170%
建仓
IBIT
iShares Bitcoin Trust ETF
+$483.1K
13,370
增持
AOS
Smith A O
+$476.6K
58,978
+0%
减持
IVW
Ishares Tr S&P 500/ Barra Growth Index
+$435.1K
142,479
-0%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$430.1K
7,745
减持
META
Facebook Inc Class A
+$370.2K
5,667
-1%
建仓
IBHJ
iShares iBonds 2030 Term Hi Yld & IncETF
+$357.9K
13,320
增持
GOOG
Google Inc Class C
-$322.2K
28,246
+3%
增持
KO
Coca Cola Company
+$315.7K
38,387
+0%
增持
QQQ
Nasdaq 100 Shares
+$307.5K
6,748
+8%
减持
IJH
Ishares Tr S&P Midcap
+$306.0K
85,920
-0%
增持
VTI
Vanguard Total Stock Mkt
+$300.8K
2,926
+48%
建仓
IBDT
iShares iBonds Dec 2028 Term Corp ETF
+$298.8K
11,705
增持
SO
The Southern Company
+$296.9K
23,525
+0%
建仓
GEV
Ge Vernova Llc Com
+$290.4K
1,139
建仓
IBDS
iShares iBonds Dec 2027 Term Corp ETF
+$283.4K
11,630
增持
BX
Blackstone Group LP
+$283.4K
9,655
+0%
增持
—
Pinnancle Finl Partners Inc
+$279.5K
15,568
+0%
增持
AMD
Advanced Micro Devic
+$262.9K
5,691
+38%
增持
VIG
Vanguard Div Appreciation
+$253.3K
3,678
+41%
增持
MSFT
Microsoft Corp
-$243.1K
15,131
+0%
减持
IBM
Intl Business Machines
+$233.2K
5,306
-2%
清仓
ABNB
Airbnb Inc
-$230.3K
0
-100%
清仓
BND
Vanguard Bond Index Fund
-$227.2K
0
-100%
清仓
HUM
Humana Inc
-$224.2K
0
-100%
减持
AOR
Ishares Tr S&P Allocation Fd
+$220.1K
77,068
-0%
增持
GOOGL
Google Inc Cl A
-$216.8K
13,337
+0%
建仓
TMO
Thermo Fisher Scntfc
+$213.4K
345
建仓
GIS
General Mills Inc
+$212.4K
2,876
减持
—
iShares iBonds Dec 2024 Term Muni Bond
-$206.3K
99,407
-8%
建仓
SCHP
Sch US Tips Etf
+$204.7K
3,817
建仓
AXP
American Express Company
+$203.4K
750
建仓
CFO
VictoryShares US 500 Enh Vol Wtd ETF
+$200.4K
2,872
减持
SPDW
SPDR Portfolio Developed Wld ex-US ETF
+$191.3K
105,765
-2%
增持
DIA
Spdr Dow Jones
+$181.8K
1,294
+38%
增持
MCD
Mc Donalds Corp
+$174.5K
1,789
+23%
增持
AMZN
Amazon Com Inc
-$168.0K
33,290
+1%
减持
SPY
S P D R TRUST Unit SR
+$156.7K
7,616
-2%
增持
VT
Vanguard Total World
+$128.0K
16,193
+1%
增持
WMT
Wal-Mart Stores Inc
+$122.2K
8,483
+2%
增持
FNDX
Schwab Fundamental US
+$109.5K
22,875
+0%
减持
VWO
Vanguard Emerging Market
+$104.7K
156,621
-7%
增持
SPYG
Spdr S&P 500 Growth Etf
+$95.5K
33,123
+0%
增持
JNJ
Johnson & Johnson
+$93.3K
5,855
+0%
增持
NVDA
NVIDIA Corp
+$85.9K
11,121
+9%
增持
BMY
Bristol-Myers Squibb Co
+$82.0K
8,004
+0%
增持
PM
Philip Morris Intl Inc
+$78.8K
3,807
+1%
减持
SCHX
Schw US Lcap Etf
+$78.2K
27,124
-1%
增持
INTC
Intel Corp
-$76.7K
10,248
+0%
减持
QUS
SPDR MSCI USA StrategicFactors ETF
-$71.2K
12,219
-10%
增持
CSCO
Cisco Systems Inc
+$66.9K
11,656
+0%
增持
DFUV
DFA Tax-Managed US Marketwide Value II
+$65.8K
26,425
+0%
增持
RF
Regions Financial Cp New
+$64.3K
18,327
+1%
减持
EEM
Ishares MSCI Emrg Mkt Fd
-$61.3K
112,164
-8%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$58.0K
13,281
+1%
增持
IJK
Ishares S&P Midcap
+$56.1K
14,474
+0%
增持
COP
Conocophillips
-$52.6K
5,807
+0%
增持
CVX
Chevrontexaco Corp
-$49.3K
5,642
+0%
增持
DUK
Duke Energy Corporation
+$48.9K
3,240
+0%
增持
USB
U S Bancorp Del New
+$48.8K
7,898
+0%
增持
—
Exxon Mobil Corporation
+$48.6K
20,608
+0%
增持
IWR
Ishares Russell Index Fd
+$46.6K
3,608
+8%
减持
—
Carnival Corp
-$40.0K
10,710
-16%
增持
DIS
Disney Walt Hldg Co
-$39.5K
12,771
+0%
减持
SCHA
Schw US Scap Etf
+$33.6K
9,973
-1%
增持
DFAT
Dfa Tax Managed US Small
+$32.8K
8,494
+0%
减持
F
Ford Motor Company
-$30.3K
12,986
-3%
减持
IDV
Ishares Tr Dow Jones
-$27.5K
18,813
-13%
增持
SLYG
SPDR S&P 600 Small Cap Growth ETF
+$24.3K
3,280
+0%
增持
PSX
Phillips
-$23.0K
2,384
+0%
增持
VGT
Vanguard Information Technology ETF
+$17.3K
552
+4%
减持
RTX
Raytheon Technologies Ord
-$16.1K
4,047
-20%
增持
—
iShares iBonds 2024 Term HY and Inc ETF
+$15.5K
80,974
+1%
减持
BSV
Vanguard Short Term Bd Index
-$14.4K
8,255
-5%
增持
PRU
Prudential Financial Inc
+$9.0K
2,295
+0%
减持
PEP
Pepsico Incorporated
+$7.0K
3,938
-2%
减持
SCHF
Schw Intl Eq Etf
+$6.7K
13,560
-5%
减持
SDY
Spdr S&P Dividend Etf
+$6.3K
2,648
-9%
减持
T
A T & T Corp
-$4.7K
11,563
-15%
增持
UPS
United Parcel Service B
+$1.6K
1,698
+1%
增持
BAC
Bank Of America Corp
+$1.4K
21,588
+0%
减持
VZ
Verizon Communications
-$921
5,190
-9%
减持
PVCT
Provectus Pharmaceutical Inc
-$816
20,000
-9%
