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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 149 项
建仓 17
增持 77
减持 41
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
—
A O N Plc
+$7.5M
20,748
减持
HCA
Hca The Healthcare Co
-$5.2M
45,135
-2%
增持
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
+$5.0M
429,875
+103%
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
IEFA
Ishares Core Msci Eafe
-$4.6M
560,749
-1%
增持
RSP
Invesco S&P 500 Eql Wgt
-$4.5M
1,342,693
+0%
减持
EFA
Ishares Tr MSCI EAFE Fd
-$4.4M
504,142
-1%
增持
IBHG
iShares iBonds 2027 Term High Yield and Income ETF
+$4.2M
540,414
+56%
增持
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
+$4.0M
428,185
+71%
增持
IBHI
iShares iBonds 2029 Term High Yield and Income ETF
+$3.9M
287,115
+142%
减持
VEA
Vanguard Europe Pac Etf
-$3.7M
398,218
-7%
减持
IVV
Ishares TRUST S&P 500
+$2.9M
442,744
-1%
清仓
—
iShares iBonds Dec 2024 Term Muni Bond
-$2.6M
0
-100%
减持
HDV
Ishares Msci ETF High Dividend Equity Fund
-$2.6M
464,338
-0%
减持
ICF
Ishares Cohen Steers REIT
-$2.4M
273,271
-4%
增持
IBHJ
iShares iBonds 2030 Term High Yield and Income ETF
+$2.3M
100,257
+653%
清仓
—
iShares iBonds 2024 Term HY and Inc ETF
-$1.9M
0
-100%
建仓
IBMR
iShares iBonds Dec 2029 Term Muni Bond ETF
+$1.7M
67,329
增持
IBDS
iShares iBonds Dec 2027 Term Corp ETF
+$1.4M
69,381
+497%
减持
IEMG
Ishares Core Msci
-$1.3M
124,170
-9%
增持
IBDT
iShares iBonds Dec 2028 Term Corp ETF
+$1.3M
64,367
+450%
减持
AOS
Smith A O
-$1.3M
58,604
-1%
减持
VWO
Vanguard Emerging Market
-$1.3M
140,704
-10%
增持
IWM
Ishares Russell 2000
+$1.3M
714,873
+1%
增持
VYM
Vanguard High Div ETF
+$1.0M
139,832
+7%
清仓
—
South St Corp Com
-$962.3K
0
-100%
增持
—
iShares iBonds 2025 Term High Yield and Income ETF
+$936.2K
218,140
+23%
减持
IDU
Ishares Tr Dj US Utils
-$904.5K
113,636
-2%
减持
AAPL
Apple Computer Inc
+$885.5K
61,645
-1%
建仓
—
Novo Nordisk A/S B
+$877.0K
10,210
减持
AMZN
Amazon Com Inc
+$750.2K
31,693
-5%
增持
DVY
Ishares Tr Dow Jones Select Divid Index
-$712.1K
233,853
+1%
减持
IVW
Ishares Tr S&P 500/ Barra Growth Index
+$704.5K
141,307
-1%
建仓
IBDR
iShares iBonds Dec 2026 Term Corp ETF
+$682.4K
28,350
增持
GOOG
Google Inc Class C
+$657.1K
28,248
+0%
减持
EEM
Ishares MSCI Emrg Mkt Fd
-$579.5K
109,143
-3%
增持
IBMP
iShares iBonds Dec 2027 Term Muni Bond ETF
+$501.5K
297,290
+9%
建仓
SNOW
Snowflake Cl A Ord
+$487.9K
3,160
减持
—
Exxon Mobil Corporation
-$467.9K
18,107
-12%
减持
AOA
Ishares Tr S&P Aggressive
-$442.1K
137,655
-1%
增持
IBMQ
iShares iBonds Dec 2028 Term Muni Bond ETF
+$378.5K
235,060
+9%
增持
KO
Coca Cola Company
-$367.6K
38,403
+0%
建仓
SMCI
Super Micro Computer Inc
+$344.4K
11,300
减持
MU
Micron Technology Inc
-$338.7K
6,790
-23%
增持
GOOGL
Google Inc Cl A
+$313.3K
13,340
+0%
增持
SPDW
SPDR Portfolio Developed Wld ex-US ETF
-$312.7K
107,233
+1%
清仓
IYR
Ishares Tr Dow Jones Re
-$306.6K
0
-100%
增持
IVE
Ishares Tr S&P 500/ Value Index Fd
-$306.0K
50,621
+0%
减持
IJR
Ishares Tr S&P Smallcap
-$299.7K
153,804
-0%
增持
IBMO
iShares iBonds Dec 2026 Term Muni Bond ETF
+$292.0K
329,799
+4%
增持
—
iShares iBonds Dec 2025 Term Muni Bond ETF
+$267.9K
269,710
+4%
增持
—
Pinnancle Finl Partners Inc
+$256.0K
15,571
+0%
清仓
CVS
C V S Corp Del
-$245.2K
0
-100%
清仓
INTC
Intel Corp
-$240.4K
0
-100%
清仓
DOW
Dow Chemical Company
-$240.3K
0
-100%
增持
VTWO
Vanguard Russell 2000
+$236.7K
148,917
+2%
增持
IBIT
iShares Bitcoin Trust ETF
+$234.4K
13,525
+1%
建仓
AVGO
Broadcom Ltd
+$230.6K
994
建仓
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
+$230.5K
10,524
建仓
EPD
Enterprise Products Pptns Lp
+$219.7K
7,007
建仓
FBK
FB Financial Corp
+$219.7K
4,265
清仓
MPC
Marathon Pete Corp
-$218.0K
0
-100%
减持
TSLA
Tesla Motors Inc
+$217.4K
1,827
-8%
建仓
DE
Deere & Co
+$216.1K
510
建仓
LUV
Southwest Airlines Co
+$215.9K
6,422
增持
SPYM
SPDR Portfolio S&P 500 ETF
+$213.7K
29,309
+10%
清仓
TMO
Thermo Fisher Scntfc
-$213.4K
0
-100%
清仓
GIS
General Mills Inc
-$212.4K
0
-100%
清仓
AMAT
Applied Materials Inc
-$212.2K
0
-100%
清仓
ARCC
Ares Capital Corp
-$211.1K
0
-100%
增持
NVDA
NVIDIA Corp
+$210.1K
11,621
+4%
清仓
SCHP
Sch US Tips Etf
-$204.7K
0
-100%
建仓
VUG
Vanguard Growth
+$204.0K
497
建仓
GPN
Global Pmts Inc Com
+$203.6K
1,817
建仓
TMFC
Rbb Fd Inc Motley Fol Etf
+$202.2K
3,364
建仓
OEF
Ishares Tr S&P 100 Index
+$201.2K
697
清仓
CFO
VictoryShares US 500 Enh Vol Wtd ETF
-$200.4K
0
-100%
增持
BA
Boeing Co
+$197.2K
4,854
+11%
增持
BX
Blackstone Group LP
+$186.5K
9,657
+0%
增持
SO
The Southern Company
-$184.6K
23,528
+0%
减持
QQQ
Nasdaq 100 Shares
-$183.9K
6,083
-10%
减持
—
Nestle Sa Ord
-$172.0K
7,945
-2%
增持
SPYG
Spdr S&P 500 Growth Etf
+$167.5K
33,160
+0%
增持
WMT
Wal-Mart Stores Inc
+$149.2K
9,233
+9%
减持
MRK
Merck & Co Inc
-$135.1K
8,786
-1%
增持
AOR
Ishares Tr S&P Allocation Fd
-$130.7K
77,369
+0%
增持
MSFT
Microsoft Corp
-$123.6K
15,154
+0%
增持
HD
Home Depot Inc
-$123.2K
7,650
+0%
增持
VNQ
Vanguard REIT
-$122.8K
93,427
+8%
减持
JPM
J P Morgan Chase & Co
+$115.0K
6,726
-5%
增持
SPY
S P D R TRUST Unit SR
+$114.3K
7,650
+0%
增持
CSCO
Cisco Systems Inc
+$99.6K
12,162
+4%
增持
PG
Procter & Gamble Co
+$92.0K
2,154
+39%
减持
COST
Costco Whsl Corp New
-$88.9K
1,481
-9%
减持
BAC
Bank Of America Corp
+$83.2K
21,383
-1%
减持
CRM
Salesforce Com
+$73.0K
1,566
-5%
减持
UNH
Unitedhealth Group Inc
-$68.7K
612
-5%
增持
NEE
Nextera Energy Inc
-$68.0K
5,298
+0%
增持
SCHF
Schw Intl Eq Etf
-$64.0K
26,678
+97%
增持
IWF
Ishares Tr Russell
+$62.3K
2,051
+1%
减持
RTX
Raytheon Technologies Ord
-$62.2K
3,699
-9%
减持
PFF
Ishares S&P U S Pfd Fund
-$59.8K
22,916
-2%
增持
ABBV
Abbvie Inc
-$57.1K
2,896
+0%
减持
BSV
Vanguard Short Term Bd Index
-$56.8K
7,671
-7%
减持
GM
General Motors Corp
+$53.5K
6,404
-0%
增持
IDV
Ishares Tr Dow Jones
-$50.5K
18,927
+1%
增持
QQQM
Invesco NASDAQ 100 ETF
+$47.8K
1,483
+13%
增持
IJH
Ishares Tr S&P Midcap
+$47.7K
86,700
+1%
增持
SCHX
Schw US Lcap Etf
+$45.9K
81,375
+200%
减持
META
Facebook Inc Class A
+$43.2K
5,614
-1%
减持
VO
Vanguard Mid Cap
-$41.8K
44,524
-0%
增持
PSX
Phillips
-$41.7K
2,385
+0%
减持
VT
Vanguard Total World
-$38.9K
16,168
-0%
减持
SQ
Square Inc Cl A
+$38.6K
4,042
-11%
减持
BMY
Bristol-Myers Squibb Co
+$31.9K
7,885
-1%
增持
JNJ
Johnson & Johnson
+$29.6K
6,766
+16%
减持
ORCL
Oracle Corporation
-$28.2K
7,263
-0%
增持
SDY
Spdr S&P Dividend Etf
-$26.0K
2,651
+0%
增持
MCD
Mc Donalds Corp
-$24.7K
1,794
+0%
增持
SPEM
SPDR S&P Emerging Markets ETF
-$24.5K
8,538
+0%
增持
DUK
Duke Energy Corporation
-$24.4K
3,241
+0%
增持
VGT
Vanguard Information Technology ETF
+$20.2K
553
+0%
减持
VOO
Vanguard S&P 500 Etf
+$19.8K
26,421
-2%
增持
QUS
SPDR MSCI USA StrategicFactors ETF
-$19.7K
12,305
+1%
增持
TFC
Truist Finl Corp Com
+$18.7K
8,415
+4%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
-$18.4K
13,367
+1%
增持
DFUV
DFA Tax-Managed US Marketwide Value II
-$18.4K
26,473
+0%
增持
USB
U S Bancorp Del New
+$17.9K
7,925
+0%
增持
FNDX
Schwab Fundamental US
-$16.4K
68,630
+200%
增持
CVX
Chevrontexaco Corp
+$15.3K
5,842
+4%
增持
T
A T & T Corp
+$13.9K
11,782
+2%
增持
IJK
Ishares S&P Midcap
-$13.6K
14,483
+0%
增持
UPS
United Parcel Service B
-$12.7K
1,736
+2%
增持
COP
Conocophillips
-$9.9K
6,065
+4%
减持
VIG
Vanguard Div Appreciation
-$9.7K
3,670
-0%
减持
VTI
Vanguard Total Stock Mkt
+$9.7K
2,892
-1%
增持
PFE
Pfizer Incorporated
-$9.5K
14,758
+6%
增持
SCHR
Schwab Intermediate Term
-$9.4K
9,320
+100%
增持
VZ
Verizon Communications
-$8.9K
5,606
+8%
增持
SLYG
SPDR S&P 600 Small Cap Growth ETF
-$8.3K
3,288
+0%
增持
RF
Regions Financial Cp New
+$8.0K
18,517
+1%
增持
F
Ford Motor Company
-$7.9K
13,049
+0%
建仓
—
Highlands Reit Inc Real Estate Invst Trust Marylan
+$6.6K
20,616
增持
SPSM
SPDR Portfolio S&P 600 Sm Cap ETF
+$4.6K
33,820
+2%
增持
IBM
Intl Business Machines
-$4.5K
5,316
+0%
增持
PM
Philip Morris Intl Inc
-$3.7K
3,810
+0%
增持
ABT
Abbott Laboratories
-$2.3K
2,613
+0%
增持
SCHA
Schw US Scap Etf
+$2.3K
19,951
+100%
增持
FNDA
Sch Fnd US Sm Etf
-$2.3K
26,652
+100%
增持
DFAT
Dfa Tax Managed US Small
+$1.3K
8,513
+0%
