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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 28
增持 71
减持 45
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IWM
Ishares Russell 2000
+$19.0M
704,261
+0%
减持
IVV
Ishares TRUST S&P 500
+$17.8M
431,124
-1%
增持
RSP
Invesco S&P 500 Eql Wgt
+$11.9M
1,336,510
+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
IBHI
iShares iBonds 2029 Term High Yield and Income ETF
+$10.4M
943,906
+84%
增持
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
+$8.3M
1,515,968
+29%
增持
IBHJ
iShares iBonds 2030 Term High Yield and Income ETF
+$6.6M
521,450
+88%
增持
IBHG
iShares iBonds 2027 Term High Yield and Income ETF
+$6.5M
1,458,696
+25%
增持
IBHK
iShares iBonds 2031 Term High Yield and Income ETF
+$6.5M
316,062
+365%
增持
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
+$4.4M
1,038,643
+22%
增持
IJR
Ishares Tr S&P Smallcap
+$3.5M
171,736
+11%
建仓
COF
Capital One Financial Cp
+$3.5M
16,457
增持
VYM
Vanguard High Div ETF
+$3.1M
160,759
+10%
减持
AAPL
Apple Computer Inc
+$3.0M
63,716
-1%
增持
IEFA
Ishares Core Msci Eafe
+$2.9M
573,446
+1%
减持
HDV
Ishares Msci ETF High Dividend Equity Fund
+$2.0M
455,280
-1%
减持
DVY
Ishares Tr Dow Jones Select Divid Index
+$1.8M
228,942
-1%
增持
IBMQ
iShares iBonds Dec 2028 Term Muni Bond ETF
+$1.7M
438,507
+17%
减持
HCA
Hca The Healthcare Co
+$1.5M
44,188
-2%
增持
GOOGL
Google Inc Cl A
+$1.4M
15,552
+14%
增持
ORCL
Oracle Corporation
+$1.4M
10,469
+44%
增持
AVGO
Broadcom Ltd
+$1.4M
5,354
+258%
增持
IBMO
iShares iBonds Dec 2026 Term Muni Bond ETF
+$1.4M
464,080
+13%
增持
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
+$1.3M
110,333
+83%
减持
GOOG
Google Inc Class C
+$1.3M
26,536
-8%
增持
VEA
Vanguard Europe Pac Etf
+$1.3M
408,861
+1%
增持
IBMP
iShares iBonds Dec 2027 Term Muni Bond ETF
+$1.3M
471,757
+11%
增持
LLY
Lilly Eli & Company
+$1.2M
3,470
+93%
增持
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
+$1.2M
242,055
+26%
增持
IBDR
iShares iBonds Dec 2026 Term Corp ETF
+$1.2M
191,031
+33%
减持
EFA
Ishares Tr MSCI EAFE Fd
+$1.2M
487,157
-2%
减持
VOO
Vanguard S&P 500 Etf
+$1.1M
25,777
-0%
增持
CAT
Caterpillar Inc
+$1.1M
3,159
+205%
增持
MSFT
Microsoft Corp
+$1.0M
16,934
+9%
建仓
DGRO
Ishares TRUST Core Divid Gwth
+$1.0M
15,000
建仓
C
Citigroup Inc
+$1.0M
9,979
增持
—
iShares iBonds 2025 Term High Yield and Income ETF
+$1.0M
296,042
+17%
增持
IBMR
iShares iBonds Dec 2029 Term Muni Bond ETF
+$982.6K
260,666
+16%
增持
NVDA
NVIDIA Corp
+$893.5K
15,574
+22%
增持
IBDT
iShares iBonds Dec 2028 Term Corp ETF
+$858.6K
186,751
+21%
建仓
IBHL
iShares iBonds 2032 Term HY and Inc ETF
+$830.2K
32,167
建仓
FDEC
FT Vest US Equity Buffer ETF Dec
+$824.7K
16,748
增持
MA
Mastercard Inc
+$811.1K
3,141
+81%
增持
ABBV
Abbvie Inc
+$783.1K
5,845
+90%
增持
IBDS
iShares iBonds Dec 2027 Term Corp ETF
+$770.5K
226,281
+16%
增持
JPM
J P Morgan Chase & Co
+$762.6K
8,650
+28%
减持
IVW
Ishares Tr S&P 500/ Barra Growth Index
+$724.7K
123,137
-4%
建仓
GS
Goldman Sachs Group Inc
+$696.8K
875
建仓
—
Eaton Corporation
+$692.7K
1,851
增持
RTX
Raytheon Technologies Ord
+$654.7K
7,240
+90%
减持
VWO
Vanguard Emerging Market
+$652.5K
140,801
-0%
减持
IEMG
Ishares Core Msci
+$622.5K
112,066
-1%
减持
VTWO
Vanguard Russell 2000
+$621.1K
151,127
-7%
建仓
MSTR
Microstrategy Inc Cl A
+$609.3K
1,891
减持
VO
Vanguard Mid Cap
+$585.3K
44,357
-0%
增持
AMD
Advanced Micro Devic
+$558.1K
8,441
+48%
建仓
PLTR
Palantir Technologies Inc
+$554.9K
3,042
增持
XLV
Sector Spdr Health Fund
+$522.7K
11,622
+43%
增持
BRK/B
Berkshire Hathaway Cl B
+$500.0K
11,571
+6%
建仓
TRV
Travelers Companies Inc
+$488.6K
1,750
减持
IDU
Ishares Tr Dj US Utils
+$477.6K
110,709
-2%
减持
VT
Vanguard Total World
-$475.5K
11,543
-28%
减持
IVE
Ishares Tr S&P 500/ Value Index Fd
+$462.8K
44,269
-0%
建仓
VMC
Vulcan Materials Company
+$461.4K
1,500
建仓
MS
Morgan Stanley
+$439.4K
2,764
建仓
PANW
Palo Alto Networks
+$429.4K
2,109
建仓
BR
Broadridge Financial Solutions Inc.
+$420.8K
1,767
减持
EEM
Ishares MSCI Emrg Mkt Fd
+$420.2K
99,262
-2%
增持
COST
Costco Whsl Corp New
+$413.9K
2,031
+37%
建仓
IBMT
iShares iBonds Dec 2031 Term Muni Bd ETF
+$404.8K
15,640
增持
WFC
Wells Fargo & Co New
+$403.2K
11,626
+63%
建仓
MMM
3M Company
+$401.5K
2,587
减持
—
Exxon Mobil Corporation
-$364.0K
14,146
-22%
增持
SPY
S P D R TRUST Unit SR
+$360.0K
7,287
+0%
减持
AOA
Ishares Tr S&P Aggressive
+$355.3K
131,605
-2%
增持
AMZN
Amazon Com Inc
+$352.5K
33,624
+5%
增持
BAC
Bank Of America Corp
+$349.8K
22,782
+31%
增持
TSLA
Tesla Motors Inc
+$333.1K
2,019
+14%
增持
ABT
Abbott Laboratories
+$325.9K
5,203
+91%
建仓
VXUS
Vanguard Total International Stock ETF
+$316.4K
4,307
增持
DE
Deere & Co
+$312.2K
1,250
+145%
建仓
FCX
Freeport Mcmoran Copper
+$311.8K
7,950
建仓
URI
United Rentals Inc
+$310.3K
325
增持
SPYG
Spdr S&P 500 Growth Etf
+$307.9K
33,236
+0%
清仓
VMBS
Vanguard Mortgage Backed
-$306.5K
0
-100%
清仓
—
Carnival Corp
-$301.2K
0
-100%
建仓
NUE
Nucor Corp
+$297.9K
2,200
减持
HD
Home Depot Inc
+$294.3K
7,692
-0%
增持
RF
Regions Financial Cp New
+$285.7K
27,703
+46%
建仓
SHLD
Global X Defense ETF
+$280.6K
3,995
增持
VNQ
Vanguard REIT
+$266.5K
90,830
+1%
建仓
CAH
Cardinal Health Inc
+$257.1K
1,638
清仓
CRWD
CrowdStrike Holdings Inc
-$254.7K
0
-100%
减持
IJH
Ishares Tr S&P Midcap
-$249.8K
66,990
-10%
增持
AOR
Ishares Tr S&P Allocation Fd
+$247.1K
74,707
+1%
减持
—
iShares iBonds Dec 2025 Term Muni Bond ETF
-$243.8K
265,437
-3%
增持
GE
General Electric Company
+$241.6K
4,820
+3%
建仓
DRI
Darden Restaurants Inc
+$241.6K
1,269
建仓
—
Seagate Technology
+$236.1K
1,000
清仓
SCHR
Schwab Intermediate Term
-$230.0K
0
-100%
建仓
HLI
Houlihan Lokey Inc Cl A
+$219.3K
1,068
建仓
VOOG
Vanguard S&P 500 Growth ETF
+$217.7K
500
建仓
AMAT
Applied Materials Inc
+$215.0K
1,050
建仓
XLC
Select Sector Spdr Tr Communication
+$214.8K
1,815
增持
—
Pinnancle Finl Partners Inc
-$209.9K
19,123
+5%
清仓
RVTY
PerkinElmer Inc
-$206.3K
0
-100%
清仓
SCHP
Sch US Tips Etf
-$200.5K
0
-100%
减持
MCD
Mc Donalds Corp
-$196.7K
1,084
-40%
减持
KO
Coca Cola Company
-$182.5K
38,743
-0%
减持
BX
Blackstone Group LP
+$176.7K
9,493
-2%
增持
IBM
Intl Business Machines
+$171.0K
6,178
+16%
减持
JNJ
Johnson & Johnson
+$164.7K
6,796
-5%
增持
HON
Honeywell International
+$146.0K
2,061
+67%
增持
DUK
Duke Energy Corporation
+$141.4K
4,235
+31%
增持
SPEM
SPDR S&P Emerging Markets ETF
+$135.4K
13,580
+16%
减持
DIS
Disney Walt Hldg Co
-$127.3K
12,722
-0%
增持
SPYM
SPDR Portfolio S&P 500 ETF
+$126.8K
21,138
+0%
增持
UNH
Unitedhealth Group Inc
+$115.3K
1,119
+29%
减持
PFF
Ishares S&P U S Pfd Fund
-$109.6K
12,142
-25%
增持
V
Visa Inc Cl A
+$108.3K
3,692
+14%
增持
DFUV
DFA Tax-Managed US Marketwide Value II
+$104.0K
26,290
+4%
减持
SCHX
Schw US Lcap Etf
-$94.0K
70,093
-12%
减持
FNDF
Schwab Fundamental Inl
-$87.1K
16,321
-17%
增持
IBIT
iShares Bitcoin Trust ETF
+$86.8K
21,610
+0%
减持
ATO
Atmos Energy Corp
-$78.0K
2,247
-25%
增持
CTAS
Cintas Corp
+$76.1K
1,374
+49%
减持
INTC
Intel Corp
+$73.5K
8,604
-10%
减持
CTVA
Corteva Inc com
-$72.5K
3,587
-15%
增持
IJK
Ishares S&P Midcap
+$71.8K
14,502
+0%
增持
VTI
Vanguard Total Stock Mkt
+$70.5K
2,895
+0%
减持
CVX
Chevrontexaco Corp
+$70.1K
5,968
-0%
增持
MRK
Merck & Co Inc
+$64.9K
9,060
+3%
减持
SCHF
Schw Intl Eq Etf
-$62.1K
22,484
-15%
减持
META
Facebook Inc Class A
-$59.3K
5,907
-1%
增持
FBK
FB Financial Corp
+$58.7K
5,605
+0%
减持
SCHA
Schw US Scap Etf
-$51.7K
16,070
-19%
减持
CRM
Salesforce Com
-$47.1K
1,028
-4%
增持
IBDV
ISHARES IBND DEC 2030 TRM CORP ETF
+$44.4K
214,641
+0%
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$43.6K
13,535
+0%
增持
PM
Philip Morris Intl Inc
-$42.4K
2,141
+0%
减持
PSX
Phillips
+$39.4K
2,473
-1%
减持
SNPS
Synopsys Inc
-$38.2K
1,048
-3%
增持
DFAT
Dfa Tax Managed US Small
+$37.7K
8,573
+0%
减持
COP
Conocophillips
+$28.7K
6,559
-1%
减持
BSV
Vanguard Short Term Bd Index
-$27.8K
7,043
-5%
减持
PEP
Pepsico Incorporated
+$27.0K
3,851
-1%
减持
NEE
Nextera Energy Inc
+$26.0K
5,218
-2%
增持
USB
U S Bancorp Del New
+$25.9K
8,011
+0%
减持
IDV
Ishares Tr Dow Jones
-$22.5K
15,775
-9%
增持
SLYG
SPDR S&P 600 Small Cap Growth ETF
+$18.8K
3,304
+0%
增持
IBDW
iShares iBonds Dec 2031 Term Corp ETF
+$16.0K
81,785
+0%
