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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 126 项
建仓 16
增持 72
减持 35
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
IVV
Ishares TRUST S&P 500
+$24.8M
436,014
-0%
减持
RSP
Invesco S&P 500 Eql Wgt
+$11.1M
1,329,740
-0%
减持
IWM
Ishares Russell 2000
+$9.7M
701,496
-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
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
+$8.3M
1,173,912
+40%
增持
IBHG
iShares iBonds 2027 Term High Yield and Income ETF
+$7.1M
1,165,621
+36%
减持
IEFA
Ishares Core Msci Eafe
+$4.4M
565,130
-0%
减持
EFA
Ishares Tr MSCI EAFE Fd
+$3.4M
495,928
-1%
增持
VEA
Vanguard Europe Pac Etf
+$2.9M
406,696
+2%
增持
IBMR
iShares iBonds Dec 2029 Term Muni Bond ETF
+$2.9M
224,821
+100%
增持
IBDR
iShares iBonds Dec 2026 Term Corp ETF
+$2.3M
143,302
+206%
增持
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
+$2.3M
854,318
+13%
增持
IBDV
ISHARES IBND DEC 2030 TRM CORP ETF
+$2.3M
214,281
+90%
增持
VTWO
Vanguard Russell 2000
+$2.1M
162,373
+9%
增持
IJR
Ishares Tr S&P Smallcap
+$1.9M
154,292
+7%
减持
IVW
Ishares Tr S&P 500/ Barra Growth Index
+$1.8M
128,432
-4%
增持
IBDS
iShares iBonds Dec 2027 Term Corp ETF
+$1.8M
195,185
+59%
增持
IBDT
iShares iBonds Dec 2028 Term Corp ETF
+$1.7M
153,710
+80%
减持
MSFT
Microsoft Corp
+$1.7M
15,574
-3%
增持
HDV
Ishares Msci ETF High Dividend Equity Fund
-$1.7M
458,651
+0%
建仓
IBDW
iShares iBonds Dec 2031 Term Corp ETF
+$1.7M
81,724
增持
HCA
Hca The Healthcare Co
+$1.7M
45,138
+0%
增持
IBMQ
iShares iBonds Dec 2028 Term Muni Bond ETF
+$1.4M
375,752
+17%
增持
VYM
Vanguard High Div ETF
+$1.4M
146,459
+4%
清仓
SPSM
SPDR Portfolio S&P 600 Sm Cap ETF
-$1.4M
0
-100%
增持
IBHI
iShares iBonds 2029 Term High Yield and Income ETF
+$1.4M
511,879
+10%
减持
VOO
Vanguard S&P 500 Etf
+$1.4M
25,810
-0%
增持
IBMP
iShares iBonds Dec 2027 Term Muni Bond ETF
+$1.3M
424,215
+14%
增持
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
+$1.2M
192,654
+35%
减持
AAPL
Apple Computer Inc
-$1.2M
64,302
-1%
增持
IBMO
iShares iBonds Dec 2026 Term Muni Bond ETF
+$1.2M
411,927
+12%
增持
IBHJ
iShares iBonds 2030 Term High Yield and Income ETF
+$1.2M
277,111
+17%
增持
VGT
Vanguard Information Technology ETF
+$1.2M
2,864
+111%
建仓
IBDX
iShares iBonds Dec 2032 Term Corp ETF
+$1.1M
43,495
增持
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
+$1.1M
60,174
+222%
增持
VO
Vanguard Mid Cap
+$952.8K
44,470
+0%
增持
SPDW
SPDR Portfolio Developed Wld ex-US ETF
+$932.2K
117,593
+12%
减持
AMZN
Amazon Com Inc
+$905.3K
32,045
-0%
减持
AOA
Ishares Tr S&P Aggressive
+$846.0K
134,824
-1%
建仓
EUSA
iShares MSCI USA Equal Weighted ETF
+$832.6K
8,400
增持
VWO
Vanguard Emerging Market
+$735.5K
141,046
+2%
增持
IBIT
iShares Bitcoin Trust ETF
+$662.7K
21,530
+54%
增持
GOOG
Google Inc Class C
+$661.2K
28,961
+1%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$632.0K
12,655
+63%
减持
SPYM
SPDR Portfolio S&P 500 ETF
-$625.8K
21,036
-36%
减持
NVDA
NVIDIA Corp
+$606.7K
12,737
-2%
增持
QQQ
Nasdaq 100 Shares
+$575.2K
6,296
+2%
增持
SPYG
Spdr S&P 500 Growth Etf
+$498.4K
33,210
+0%
减持
IVE
Ishares Tr S&P 500/ Value Index Fd
-$456.0K
44,413
-7%
增持
SPY
S P D R TRUST Unit SR
+$434.1K
7,274
+0%
减持
VNQ
Vanguard REIT
-$416.7K
90,244
-3%
建仓
—
Nebius Group NV
+$397.8K
7,190
建仓
IBDY
iShares iBonds Dec 2033 Term Corp ETF
+$396.6K
15,310
建仓
IBDZ
iShares iBonds Dec 2034 Term Corp ETF
+$381.5K
14,600
减持
EEM
Ishares MSCI Emrg Mkt Fd
+$373.3K
101,169
-2%
减持
IJH
Ishares Tr S&P Midcap
-$337.3K
74,517
-12%
减持
IEMG
Ishares Core Msci
+$328.0K
112,692
-6%
清仓
JEPI
JPMorgan Equity Premium Income ETF
-$323.6K
0
-100%
清仓
—
Royal Carribean Cruisesf
-$308.2K
0
-100%
增持
DVY
Ishares Tr Dow Jones Select Divid Index
-$294.4K
231,517
+0%
增持
GE
General Electric Company
+$268.8K
4,695
+0%
减持
GEV
Ge Vernova Llc Com
+$261.0K
1,167
-0%
减持
GOOGL
Google Inc Cl A
+$259.8K
13,690
-2%
减持
IDU
Ishares Tr Dj US Utils
+$255.7K
112,844
-1%
建仓
CRWD
CrowdStrike Holdings Inc
+$254.7K
500
建仓
FBK
FB Financial Corp
+$253.7K
5,600
增持
IBM
Intl Business Machines
+$248.1K
5,334
+0%
减持
AOR
Ishares Tr S&P Allocation Fd
+$247.4K
74,103
-1%
增持
BRK/B
Berkshire Hathaway Cl B
-$246.1K
10,946
+5%
建仓
VUG
Vanguard Growth
+$237.2K
541
建仓
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
+$223.3K
9,930
建仓
MPC
Marathon Pete Corp
+$222.3K
1,338
建仓
TMFC
Rbb Fd Inc Motley Fol Etf
+$217.0K
3,364
减持
PM
Philip Morris Intl Inc
-$215.5K
2,139
-44%
建仓
OEF
Ishares Tr S&P 100 Index
+$212.0K
697
减持
PFF
Ishares S&P U S Pfd Fund
-$210.7K
16,087
-30%
建仓
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
+$208.0K
9,070
建仓
CTAS
Cintas Corp
+$205.9K
924
减持
SO
The Southern Company
-$205.0K
29,269
-7%
建仓
CFO
VictoryShares US 500 Enh Vol Wtd ETF
+$204.7K
2,872
增持
—
Exxon Mobil Corporation
-$200.5K
18,172
+0%
增持
—
Pinnancle Finl Partners Inc
+$185.8K
18,146
+6%
减持
JNJ
Johnson & Johnson
-$170.0K
7,171
-6%
增持
SPEM
SPDR S&P Emerging Markets ETF
+$164.1K
11,705
+37%
减持
BMY
Bristol-Myers Squibb Co
-$157.5K
6,980
-11%
减持
SCHX
Schw US Lcap Etf
+$151.9K
79,388
-2%
减持
VT
Vanguard Total World
+$147.0K
16,076
-3%
增持
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
+$133.7K
16,480
+56%
增持
—
iShares iBonds 2025 Term High Yield and Income ETF
+$116.3K
252,539
+2%
增持
IJK
Ishares S&P Midcap
+$112.2K
14,495
+0%
减持
KO
Coca Cola Company
-$104.9K
38,897
-2%
减持
TSLA
Tesla Motors Inc
+$101.2K
1,778
-1%
增持
COP
Conocophillips
-$100.4K
6,593
+0%
增持
BAC
Bank Of America Corp
+$99.7K
17,446
+0%
增持
BX
Blackstone Group LP
+$94.9K
9,661
+0%
增持
CSCO
Cisco Systems Inc
+$93.4K
12,132
+0%
增持
VIG
Vanguard Div Appreciation
+$93.3K
3,888
+7%
增持
WMT
Wal-Mart Stores Inc
+$92.3K
9,234
+0%
增持
QUS
SPDR MSCI USA StrategicFactors ETF
+$88.9K
12,367
+1%
增持
WFC
Wells Fargo & Co New
+$83.4K
7,131
+5%
减持
PEP
Pepsico Incorporated
-$79.8K
3,892
-2%
增持
IDV
Ishares Tr Dow Jones
+$61.0K
17,360
+0%
增持
RTX
Raytheon Technologies Ord
+$52.0K
3,813
+0%
增持
UNH
Unitedhealth Group Inc
-$49.4K
869
+42%
增持
RF
Regions Financial Cp New
+$38.5K
18,914
+1%
增持
MCD
Mc Donalds Corp
-$34.8K
1,801
+0%
增持
IWR
Ishares Russell Index Fd
+$29.5K
3,658
+1%
增持
DIA
Spdr Dow Jones
+$27.2K
1,295
+0%
增持
USB
U S Bancorp Del New
+$25.6K
7,984
+0%
增持
EPD
Enterprise Products Pptns Lp
-$23.8K
7,924
+0%
增持
DFAT
Dfa Tax Managed US Small
+$22.3K
8,550
+0%
减持
DFUV
DFA Tax-Managed US Marketwide Value II
-$21.9K
25,330
-4%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$20.3K
13,475
+0%
增持
SLYG
SPDR S&P 600 Small Cap Growth ETF
+$19.4K
3,299
+0%
减持
ALGN
Align Technology Inc
-$18.5K
2,000
-20%
增持
MAIN
Main Street Capital Corp
+$17.2K
6,630
+0%
增持
ICF
Ishares Cohen Steers REIT
+$16.6K
256,086
+1%
增持
DUK
Duke Energy Corporation
-$12.7K
3,243
+0%
增持
—
iShares iBonds Dec 2025 Term Muni Bond ETF
+$10.5K
274,808
+0%
增持
PSX
Phillips
-$10.3K
2,489
+0%
增持
T
A T & T Corp
+$7.3K
10,924
+0%
增持
LUV
Southwest Airlines Co
-$6.8K
6,458
+0%
减持
F
Ford Motor Company
+$6.6K
13,273
-3%
增持
ET
Energy Transfer Equity LP
-$4.8K
13,418
+1%
增持
BSV
Vanguard Short Term Bd Index
+$4.5K
7,415
+0%
增持
HD
Home Depot Inc
+$2.1K
7,698
+0%
增持
SDY
Spdr S&P Dividend Etf
+$441
2,655
+0%
