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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 6
增持 90
减持 41
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
IBHI
ISHARES TR
+$9.4M
1,351,581
+43%
增持
IBHJ
ISHARES TR
+$7.6M
809,669
+55%
清仓
—
iShares iBonds Dec 2025 Term Muni Bond ETF
-$7.1M
0
-100%
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。
清仓
—
iShares iBonds 2025 Term High Yield and Income ETF
-$6.9M
0
-100%
增持
IBHH
ISHARES TR
+$4.4M
1,712,997
+13%
减持
IVV
ISHARES TR
+$4.2M
427,413
-1%
增持
IWM
ISHARES TR
+$4.2M
709,274
+1%
增持
IBMR
ISHARES TR
+$4.0M
419,412
+61%
增持
IEFA
ISHARES TR
+$3.4M
597,678
+4%
增持
IBHK
ISHARES TR
+$2.7M
423,136
+34%
增持
IBMS
ISHARES TR
+$2.5M
205,791
+87%
增持
IBHG
ISHARES TR
+$2.3M
1,574,653
+8%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.3M
173,630
+8%
增持
IBHL
ISHARES TR
+$2.3M
119,920
+273%
增持
IBMT
ISHARES TR
+$2.1M
98,270
+528%
增持
GOOG
ALPHABET INC
+$2.0M
27,038
+2%
增持
IBMQ
ISHARES TR
+$2.0M
518,402
+18%
减持
HCA
HCA HEALTHCARE INC
+$1.7M
43,999
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.6M
1,332,133
-0%
增持
IBMP
ISHARES TR
+$1.6M
537,643
+14%
增持
EFA
ISHARES TR
+$1.6M
490,106
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
417,437
+2%
增持
IBMO
ISHARES TR
+$1.3M
515,730
+11%
增持
IBHF
ISHARES TR
+$1.2M
1,106,196
+7%
增持
GOOGL
ALPHABET INC
+$1.2M
15,932
+2%
增持
AAPL
APPLE INC
+$1.1M
63,834
+0%
增持
IJR
ISHARES TR
+$842.2K
176,815
+3%
增持
IVW
ISHARES TR
+$837.2K
127,392
+3%
增持
ORCL
ORACLE CORP
-$806.3K
10,969
+5%
减持
XLV
SELECT SECTOR SPDR TR
-$737.1K
5,687
-51%
清仓
—
Nestle Sa Ord
-$729.2K
0
-100%
增持
IBDU
ISHARES TR
+$728.7K
273,864
+13%
减持
SMBK
SMARTFINANCIAL INC
-$714.8K
23,048
-47%
清仓
—
Truxton Corp
-$667.1K
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$654.8K
4,548
清仓
—
FIS CHRISTIAN STOCK FUND ETF
-$651.7K
0
-100%
增持
MSFT
MICROSOFT CORP
-$553.4K
16,991
+0%
增持
IBDV
ISHARES TR
+$528.0K
239,343
+12%
增持
IBDR
ISHARES TR
+$512.6K
212,738
+11%
减持
ICF
ISHARES TR
-$504.3K
253,776
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$501.6K
12,571
+9%
增持
IBDT
ISHARES TR
+$494.6K
206,658
+11%
减持
COF
CAPITAL ONE FINL CORP
+$465.9K
16,357
-1%
清仓
BR
Broadridge Financial Solutions Inc.
-$420.8K
0
-100%
减持
AOA
ISHARES TR
-$420.4K
124,824
-5%
增持
IBDS
ISHARES TR
+$405.0K
243,522
+8%
清仓
MMM
3M Company
-$401.5K
0
-100%
增持
HD
HOME DEPOT INC
-$396.1K
7,906
+3%
清仓
—
Novo Nordisk A/S B
-$392.8K
0
-100%
减持
MSTR
STRATEGY INC
-$329.7K
1,840
-3%
减持
IDU
ISHARES TR
-$325.0K
110,305
-0%
增持
EUSA
ISHARES INC
+$301.8K
11,287
+34%
清仓
CTAS
Cintas Corp
-$282.0K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$281.0K
22,631
+5%
清仓
—
Dupont De Nemours Inc
-$279.4K
0
-100%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$273.5K
151,293
+0%
减持
SO
SOUTHERN CO
-$265.4K
27,818
-2%
增持
IVE
ISHARES TR
+$253.8K
44,305
+0%
增持
SPDW
SPDR INDEX SHS FDS
+$242.8K
118,770
+1%
建仓
URA
GLOBAL X FDS
+$242.5K
5,676
清仓
DRI
Darden Restaurants Inc
-$241.6K
0
-100%
建仓
TJX
TJX COS INC NEW
+$224.9K
1,464
减持
DE
DEERE & CO
-$221.9K
751
-40%
清仓
HLI
Houlihan Lokey Inc Cl A
-$219.3K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$215.1K
1,592
清仓
XLC
Select Sector Spdr Tr Communication
-$214.8K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$208.2K
2,695
-36%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$206.5K
2,518
建仓
RVTY
REVVITY INC
+$206.4K
2,133
增持
HDV
ISHARES TR
-$200.5K
456,776
+0%
增持
DVY
ISHARES TR
-$195.6K
229,113
+0%
减持
BX
BLACKSTONE INC
-$193.7K
9,265
-2%
减持
MRK
MERCK & CO INC
+$180.6K
8,940
-1%
减持
VOO
VANGUARD INDEX FDS
-$180.2K
24,883
-3%
增持
JNJ
JOHNSON & JOHNSON
+$175.8K
6,938
+2%
增持
IBTI
ISHARES TR
+$172.4K
24,293
+47%
增持
IBTH
ISHARES TR
+$169.8K
17,510
+76%
增持
IBDY
ISHARES TR
+$157.0K
21,370
+40%
增持
VO
VANGUARD INDEX FDS
-$155.4K
44,359
+0%
增持
KO
COCA COLA CO
+$149.0K
38,886
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$141.9K
139,261
-1%
增持
IBDX
ISHARES TR
+$140.3K
49,145
+13%
增持
IBTG
ISHARES TR
+$139.3K
15,190
+67%
增持
—
EXXON MOBIL CORP
+$138.7K
14,406
+2%
增持
QQQ
INVESCO QQQ TR
+$135.9K
6,375
+1%
增持
AVGO
BROADCOM INC
+$127.2K
5,471
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$123.1K
7,299
+0%
增持
COST
COSTCO WHSL CORP NEW
-$119.9K
2,041
+0%
增持
WFC
WELLS FARGO CO NEW
+$118.5K
11,727
+1%
增持
RTX
RTX CORPORATION
+$116.7K
7,241
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$114.4K
6,911
-18%
减持
HON
HONEYWELL INTL INC
-$111.2K
1,654
-20%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$109.7K
12,054
+4%
增持
VNQ
VANGUARD INDEX FDS
-$104.7K
92,654
+2%
增持
WMT
WALMART INC
+$102.7K
9,464
+2%
减持
FCX
FREEPORT-MCMORAN INC
-$95.9K
4,250
-47%
减持
CSCO
CISCO SYS INC
+$89.3K
11,939
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$87.1K
8,738
+1%
减持
AOR
ISHARES TR
-$86.4K
72,654
-3%
增持
—
EATON CORP PLC
-$84.1K
1,911
+3%
增持
SPYG
SPDR SERIES TRUST
+$75.9K
33,265
+0%
减持
EEM
ISHARES TR
+$74.5K
98,248
-1%
增持
ADI
ANALOG DEVICES INC
+$69.1K
1,969
+4%
减持
FDX
FEDEX CORP
-$60.8K
1,090
-32%
增持
V
VISA INC
+$53.8K
3,747
+1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$51.8K
26,330
+0%
增持
QUS
SPDR SERIES TRUST
+$51.2K
12,449
+1%
减持
IEMG
ISHARES INC
+$50.2K
110,646
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$49.7K
5,718
-7%
减持
IDV
ISHARES TR
-$48.1K
13,397
-15%
增持
ABT
ABBOTT LABS
-$45.0K
5,204
+0%
减持
BAC
BANK AMERICA CORP
-$44.7K
20,557
-10%
增持
SMCI
SUPER MICRO COMPUTER INC
-$44.0K
39,418
+58%
增持
META
META PLATFORMS INC
+$43.8K
6,638
+12%
减持
PFF
ISHARES TR
-$43.2K
11,006
-9%
增持
NEE
NEXTERA ENERGY INC
+$42.2K
5,432
+4%
增持
SPYM
SPDR SERIES TRUST
+$40.3K
21,145
+0%
减持
PG
PROCTER AND GAMBLE CO
-$33.7K
2,250
-3%
减持
—
PINNACLE FINL PARTNERS INC
-$32.1K
18,463
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$30.2K
3,292
+8%
增持
T
AT&T INC
-$29.4K
11,226
+3%
增持
MPC
MARATHON PETE CORP
-$28.7K
1,409
+5%
减持
INTC
INTEL CORP
+$27.6K
8,571
-0%
减持
IJH
ISHARES TR
-$27.0K
65,830
-2%
增持
RF
REGIONS FINANCIAL CORP NEW
+$25.3K
27,890
+1%
增持
PM
PHILIP MORRIS INTL INC
+$24.5K
2,318
+8%
增持
SPYV
SPDR SERIES TRUST
+$24.1K
13,607
+1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$22.3K
1,296
+0%
增持
PRU
PRUDENTIAL FINL INC
+$21.0K
2,297
+0%
增持
MAIN
MAIN STR CAP CORP
-$20.9K
6,636
+0%
增持
VGT
VANGUARD WORLD FD
+$20.8K
2,865
+0%
减持
NUE
NUCOR CORP
-$20.7K
1,700
-23%
增持
PSX
PHILLIPS 66
-$17.1K
2,474
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$16.7K
3,661
+0%
减持
PFE
PFIZER INC
-$15.3K
13,922
-2%
增持
CVX
CHEVRON CORP NEW
-$15.2K
5,981
+0%
增持
IJK
ISHARES TR
+$15.2K
14,511
+0%
减持
COP
CONOCOPHILLIPS
-$14.7K
6,471
-1%
增持
F
FORD MTR CO
+$14.4K
11,856
+0%
减持
BSV
VANGUARD BD INDEX FDS
-$14.0K
6,875
-2%
增持
QLD
PROSHARES TR
+$12.9K
7,112
+100%
增持
XLY
SELECT SECTOR SPDR TR
-$12.8K
2,634
+93%
增持
DFAT
DIMENSIONAL ETF TRUST
+$12.6K
8,593
+0%
减持
VTI
VANGUARD INDEX FDS
+$10.5K
2,865
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$10.4K
1,139
+2%
减持
DIS
DISNEY WALT CO
-$9.3K
12,721
-0%
减持
PEP
PEPSICO INC
+$8.6K
3,828
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$7.4K
7,961
+0%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$7.3K
5,205
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$6.4K
5,877
+11%
