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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 149 项
建仓 12
增持 80
减持 48
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
IWM
Ishares Russell 2000
-$16.3M
710,187
-1%
减持
IVV
Ishares TRUST S&P 500
-$14.7M
437,632
-1%
增持
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
+$9.5M
836,135
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。
+95%
增持
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
+$7.6M
755,309
+76%
增持
IBHG
iShares iBonds 2027 Term High Yield and Income ETF
+$7.1M
857,119
+59%
减持
RSP
Invesco S&P 500 Eql Wgt
-$4.7M
1,330,882
-1%
增持
IBHI
iShares iBonds 2029 Term High Yield and Income ETF
+$4.0M
463,248
+61%
减持
—
A O N Plc
-$3.7M
9,391
-55%
增持
IBHJ
iShares iBonds 2030 Term High Yield and Income ETF
+$3.6M
237,614
+137%
增持
IEFA
Ishares Core Msci Eafe
+$3.4M
565,881
+1%
减持
HDV
Ishares Msci ETF High Dividend Equity Fund
+$3.3M
457,980
-1%
建仓
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
+$3.3M
142,530
减持
EFA
Ishares Tr MSCI EAFE Fd
+$2.8M
500,675
-1%
减持
IJR
Ishares Tr S&P Smallcap
-$2.7M
143,551
-7%
建仓
IBDV
ISHARES IBND DEC 2030 TRM CORP ETF
+$2.4M
112,605
增持
IBMQ
iShares iBonds Dec 2028 Term Muni Bond ETF
+$2.2M
320,704
+36%
增持
HCA
Hca The Healthcare Co
+$2.0M
45,136
+0%
减持
IVW
Ishares Tr S&P 500/ Barra Growth Index
-$2.0M
133,175
-6%
增持
IBMP
iShares iBonds Dec 2027 Term Muni Bond ETF
+$1.9M
372,141
+25%
建仓
IBHK
iShares iBonds 2031 Term High Yield and Income ETF
+$1.7M
67,940
增持
IBDS
iShares iBonds Dec 2027 Term Corp ETF
+$1.3M
122,953
+77%
增持
VTWO
Vanguard Russell 2000
-$1.3M
148,965
+0%
增持
VEA
Vanguard Europe Pac Etf
+$1.3M
399,918
+0%
增持
IBMR
iShares iBonds Dec 2029 Term Muni Bond ETF
+$1.1M
112,413
+67%
增持
AAPL
Apple Computer Inc
-$1.1M
64,765
+5%
增持
IBMO
iShares iBonds Dec 2026 Term Muni Bond ETF
+$970.9K
366,493
+11%
增持
SO
The Southern Company
+$956.0K
31,461
+34%
增持
BRK/B
Berkshire Hathaway Cl B
+$939.4K
10,446
+2%
减持
VOO
Vanguard S&P 500 Etf
-$926.8K
25,898
-2%
增持
GOOG
Google Inc Class C
-$903.3K
28,652
+1%
增持
AMZN
Amazon Com Inc
-$828.1K
32,193
+2%
减持
ICF
Ishares Cohen Steers REIT
-$821.7K
254,275
-7%
清仓
SYY
Sysco Corporation
-$811.6K
0
-100%
增持
—
iShares iBonds 2025 Term High Yield and Income ETF
+$695.7K
247,698
+14%
增持
IDU
Ishares Tr Dj US Utils
+$611.5K
113,827
+0%
增持
IBDT
iShares iBonds Dec 2028 Term Corp ETF
+$554.9K
85,416
+33%
减持
AOS
Smith A O
-$538.7K
52,918
-10%
减持
IVE
Ishares Tr S&P 500/ Value Index Fd
-$527.2K
47,934
-5%
增持
SMCI
Super Micro Computer Inc
+$511.1K
24,985
+121%
建仓
IBMS
ISHS IBND DEC 2030 TRM MN BND ETF
+$474.5K
18,680
增持
KO
Coca Cola Company
+$465.9K
39,890
+4%
增持
IBDR
iShares iBonds Dec 2026 Term Corp ETF
+$451.2K
46,825
+65%
减持
IJH
Ishares Tr S&P Midcap
-$443.4K
84,984
-2%
减持
SPY
S P D R TRUST Unit SR
-$423.5K
7,258
-5%
增持
VGT
Vanguard Information Technology ETF
+$393.0K
1,358
+146%
减持
—
Novo Nordisk A/S B
-$383.2K
7,250
-29%
减持
AFL
A F L A C Inc
+$382.2K
52,655
-0%
增持
MSFT
Microsoft Corp
-$378.4K
16,007
+6%
增持
GOOGL
Google Inc Cl A
-$372.4K
13,922
+4%
清仓
SQ
Square Inc Cl A
-$343.5K
0
-100%
减持
DVY
Ishares Tr Dow Jones Select Divid Index
+$339.5K
231,157
-1%
建仓
JEPI
JPMorgan Equity Premium Income ETF
+$323.6K
5,664
增持
BX
Blackstone Group LP
-$314.8K
9,659
+0%
增持
VYM
Vanguard High Div ETF
+$293.1K
140,619
+1%
减持
MU
Micron Technology Inc
-$289.4K
3,246
-52%
增持
JNJ
Johnson & Johnson
+$286.9K
7,630
+13%
减持
TSLA
Tesla Motors Inc
-$274.2K
1,789
-2%
减持
VO
Vanguard Mid Cap
-$268.8K
44,433
-0%
建仓
ET
Energy Transfer Equity LP
+$248.1K
13,346
增持
SPYG
Spdr S&P 500 Growth Etf
-$247.5K
33,187
+0%
减持
CRM
Salesforce Com
-$237.5K
1,066
-32%
建仓
GLD
Spdr Gold TRUST
+$234.8K
815
建仓
IAU
Ishares Gold Trust ETF
+$228.6K
3,878
清仓
FBK
FB Financial Corp
-$219.7K
0
-100%
清仓
UPS
United Parcel Service B
-$218.9K
0
-100%
建仓
INTC
Intel Corp
+$218.1K
9,604
减持
BAC
Bank Of America Corp
-$214.0K
17,393
-19%
增持
V
Visa Inc Cl A
+$212.5K
3,245
+11%
增持
QQQ
Nasdaq 100 Shares
-$211.9K
6,180
+2%
增持
—
Exxon Mobil Corporation
+$211.7K
18,157
+0%
清仓
VUG
Vanguard Growth
-$204.0K
0
-100%
清仓
GPN
Global Pmts Inc Com
-$203.6K
0
-100%
清仓
TMFC
Rbb Fd Inc Motley Fol Etf
-$202.2K
0
-100%
建仓
SCHP
Sch US Tips Etf
+$202.1K
7,516
清仓
OEF
Ishares Tr S&P 100 Index
-$201.2K
0
-100%
减持
FNDA
Sch Fnd US Sm Etf
-$193.0K
21,854
-18%
增持
GE
General Electric Company
+$177.3K
4,694
+3%
减持
SPDW
SPDR Portfolio Developed Wld ex-US ETF
+$169.3K
105,168
-2%
增持
—
iShares iBonds Dec 2025 Term Muni Bond ETF
+$166.0K
274,556
+2%
增持
DIS
Disney Walt Hldg Co
-$161.5K
12,772
+0%
增持
IBM
Intl Business Machines
+$155.5K
5,325
+0%
增持
HD
Home Depot Inc
-$155.5K
7,695
+1%
增持
NVDA
NVIDIA Corp
-$155.0K
12,969
+12%
增持
CVX
Chevrontexaco Corp
+$154.7K
5,983
+2%
减持
AOA
Ishares Tr S&P Aggressive
-$147.4K
135,926
-1%
增持
PM
Philip Morris Intl Inc
+$146.6K
3,812
+0%
增持
META
Facebook Inc Class A
+$146.5K
5,957
+6%
增持
SNOW
Snowflake Cl A Ord
+$144.6K
4,328
+37%
减持
FNDX
Schwab Fundamental US
-$139.4K
62,929
-8%
增持
SPYM
SPDR Portfolio S&P 500 ETF
+$134.3K
32,769
+12%
减持
VNQ
Vanguard REIT
+$131.3K
93,371
-0%
增持
ABBV
Abbvie Inc
+$129.0K
3,072
+6%
减持
AOR
Ishares Tr S&P Allocation Fd
-$119.7K
74,955
-3%
增持
IJK
Ishares S&P Midcap
-$110.3K
14,489
+0%
减持
SCHX
Schw US Lcap Etf
-$97.9K
80,995
-0%
增持
COP
Conocophillips
+$90.7K
6,590
+9%
减持
IWF
Ishares Tr Russell
-$87.7K
2,038
-1%
增持
RTX
Raytheon Technologies Ord
+$76.6K
3,811
+3%
增持
—
Truxton Corp
+$74.7K
8,339
+14%
建仓
APLD
Applied Digital Corp
+$67.0K
11,930
增持
ABT
Abbott Laboratories
+$66.3K
2,728
+4%
增持
IBIT
iShares Bitcoin Trust ETF
-$62.4K
13,995
+3%
减持
EEM
Ishares MSCI Emrg Mkt Fd
-$57.2K
103,138
-6%
减持
BA
Boeing Co
-$55.0K
4,715
-3%
减持
SCHA
Schw US Scap Etf
-$52.8K
19,766
-1%
减持
FNDF
Schwab Fundamental Inl
+$52.1K
19,697
-1%
增持
JPM
J P Morgan Chase & Co
+$51.1K
6,781
+1%
增持
EPD
Enterprise Products Pptns Lp
+$49.8K
7,896
+13%
减持
IEMG
Ishares Core Msci
-$47.3K
119,268
-4%
增持
DUK
Duke Energy Corporation
+$46.2K
3,242
+0%
减持
VWO
Vanguard Emerging Market
+$44.0K
137,884
-2%
增持
USB
U S Bancorp Del New
-$43.4K
7,950
+0%
增持
VTI
Vanguard Total Stock Mkt
-$42.9K
2,894
+0%
增持
MCD
Mc Donalds Corp
+$40.8K
1,796
+0%
减持
T
A T & T Corp
+$40.6K
10,921
-7%
增持
—
Pinnancle Finl Partners Inc
+$36.5K
17,141
+10%
增持
PG
Procter & Gamble Co
+$35.6K
2,328
+8%
增持
PSX
Phillips
+$35.5K
2,488
+4%
增持
DFAT
Dfa Tax Managed US Small
-$34.7K
8,528
+0%
减持
BMY
Bristol-Myers Squibb Co
+$34.6K
7,880
-0%
减持
TFC
Truist Finl Corp Com
-$31.8K
8,098
-4%
减持
SCHF
Schw Intl Eq Etf
+$30.5K
26,496
-1%
增持
RF
Regions Financial Cp New
-$29.1K
18,702
+1%
减持
CSCO
Cisco Systems Inc
+$28.4K
12,126
-0%
增持
SLYG
SPDR S&P 600 Small Cap Growth ETF
-$23.7K
3,293
+0%
减持
IDV
Ishares Tr Dow Jones
+$19.9K
17,347
-8%
增持
VT
Vanguard Total World
+$19.7K
16,551
+2%
增持
AVGO
Broadcom Ltd
+$19.7K
1,494
+50%
增持
GEV
Ge Vernova Llc Com
-$18.1K
1,168
+3%
减持
VIG
Vanguard Div Appreciation
-$16.3K
3,621
-1%
增持
PRU
Prudential Financial Inc
-$15.7K
2,296
+0%
增持
HON
Honeywell International
+$14.6K
1,236
+13%
减持
BSV
Vanguard Short Term Bd Index
-$13.7K
7,397
-4%
增持
MAIN
Main Street Capital Corp
-$12.0K
6,624
+0%
减持
IIIV
i3 Verticals Inc
+$11.3K
10,450
-2%
增持
PFE
Pfizer Incorporated
-$10.4K
15,041
+2%
增持
SDY
Spdr S&P Dividend Etf
+$9.8K
2,653
+0%
增持
DFUV
DFA Tax-Managed US Marketwide Value II
+$9.5K
26,518
+0%
减持
SMBK
Smartfinancial Inc
-$9.0K
43,865
-1%
增持
F
Ford Motor Company
+$8.2K
13,701
+5%
清仓
—
Highlands Reit Inc Real Estate Invst Trust Marylan
-$6.6K
0
-100%
建仓
—
Highlands Reit Inc Real Estate Invst Trust Marylan
+$6.4K
20,616
增持
PEP
Pepsico Incorporated
-$5.1K
3,960
+1%
增持
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
+$4.2K
10,551
+0%
增持
NEE
Nextera Energy Inc
-$4.2K
5,299
+0%
减持
SCHR
Schwab Intermediate Term
+$2.0K
9,188
-1%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$1.4K
13,412
+0%
减持
VMBS
Vanguard Mortgage Backed
-$340
6,614
-2%
增持
LUV
Southwest Airlines Co
+$325
6,440
+0%
