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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 15
增持 72
减持 54
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$18.2M
420,340
-2%
增持
HDV
ISHARES TR
+$6.7M
458,400
+0%
增持
IBHJ
ISHARES TR
+$2.9M
933,587
+15%
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
DVY
ISHARES TR
+$2.6M
230,707
+1%
建仓
BSJT
INVESCO EXCH TRD SLF IDX FD
+$2.4M
115,497
建仓
BSJS
INVESCO EXCH TRD SLF IDX FD
+$2.4M
111,907
减持
IVW
ISHARES TR
-$2.4M
118,008
-7%
建仓
BSJU
INVESCO EXCH TRD SLF IDX FD
+$2.3M
91,089
增持
IBHI
ISHARES TR
+$2.2M
1,467,776
+9%
增持
MSFT
MICROSOFT CORP
-$1.8M
17,303
+2%
清仓
—
PINNACLE FINL PARTNERS INC
-$1.8M
0
-100%
建仓
DSPY
TEMA ETF TRUST
+$1.7M
29,999
增持
IBMR
ISHARES TR
+$1.7M
487,494
+16%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$1.7M
19,410
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
431,796
+3%
建仓
BSJR
INVESCO EXCH TRD SLF IDX FD
+$1.6M
71,054
增持
IBMS
ISHARES TR
+$1.6M
269,144
+31%
减持
AAPL
APPLE INC
-$1.5M
62,625
-2%
增持
IBHK
ISHARES TR
+$1.4M
485,609
+15%
增持
EUSA
ISHARES INC
+$1.4M
25,016
+122%
建仓
BSJV
INVESCO EXCH TRD SLF IDX FD
+$1.3M
49,726
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.2M
1,323,360
-1%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$1.1M
9,872
增持
VYM
VANGUARD WHITEHALL FDS
+$1.1M
175,457
+1%
增持
IBMQ
ISHARES TR
+$1.0M
559,681
+8%
增持
IJR
ISHARES TR
+$972.3K
178,762
+1%
增持
IBDV
ISHARES TR
+$885.3K
281,756
+18%
减持
AMZN
AMAZON COM INC
-$826.1K
33,298
-1%
增持
IBMP
ISHARES TR
+$766.7K
566,726
+5%
增持
IBDU
ISHARES TR
+$744.3K
307,572
+12%
减持
IJH
ISHARES TR
-$714.6K
53,757
-18%
增持
GOOG
ALPHABET INC
-$700.4K
27,135
+0%
增持
IBMT
ISHARES TR
+$684.9K
126,036
+28%
建仓
PRAY
FIS TR
+$668.7K
20,780
减持
—
EXXON MOBIL CORP
+$662.6K
14,124
-2%
增持
IBDT
ISHARES TR
+$630.2K
232,558
+13%
增持
IBHG
ISHARES TR
+$629.5K
1,616,618
+3%
减持
VO
VANGUARD INDEX FDS
-$600.1K
42,739
-4%
增持
VGT
VANGUARD WORLD FD
+$553.5K
3,888
+36%
增持
META
META PLATFORMS INC
-$545.2K
6,706
+1%
减持
IVE
ISHARES TR
-$532.2K
41,978
-5%
增持
LLY
ELI LILLY & CO
-$515.5K
3,494
+1%
增持
VOO
VANGUARD INDEX FDS
-$494.5K
25,287
+2%
增持
IBHL
ISHARES TR
+$483.7K
141,351
+18%
增持
IBDW
ISHARES TR
+$468.8K
105,125
+28%
减持
IDU
ISHARES TR
+$457.8K
106,885
-3%
增持
CAT
CATERPILLAR INC
+$447.5K
3,186
+1%
增持
ORCL
ORACLE CORP
-$439.6K
11,545
+5%
增持
CVX
CHEVRON CORPORATION
+$435.6K
6,511
+9%
减持
GOOGL
ALPHABET INC
-$428.9K
15,849
-1%
减持
IEFA
ISHARES TR
+$411.6K
595,160
-0%
减持
EFA
ISHARES TR
+$377.3K
488,440
-0%
减持
—
AON PLC
-$372.4K
9,113
-3%
清仓
PM
PHILIP MORRIS INTL INC
-$371.8K
0
-100%
增持
IBDS
ISHARES TR
+$370.5K
259,209
+6%
增持
BX
BLACKSTONE INC
-$349.5K
9,381
+1%
减持
ICF
ISHARES TR
-$335.5K
239,252
-6%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$325.0K
20,786
-8%
清仓
VXUS
VANGUARD STAR FDS
-$324.9K
0
-100%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$324.2K
10,850
-14%
建仓
IBTJ
ISHARES TR
+$321.7K
14,726
减持
SPYG
SPDR SERIES TRUST
-$316.1K
33,023
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$314.8K
5,688
-1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$310.5K
2,078
+2%
增持
IBHH
ISHARES TR
+$309.1K
1,741,128
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$304.4K
12,551
-0%
减持
JPM
JPMORGAN CHASE & CO
-$301.7K
8,546
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$289.0K
143,861
+3%
增持
IEMG
ISHARES INC
+$280.1K
110,648
+0%
清仓
CRM
SALESFORCE INC
-$272.3K
0
-100%
减持
BAC
BANK AMERICA CORP
-$270.3K
17,647
-14%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$262.3K
7,250
-1%
清仓
LUV
SOUTHWEST AIRLS CO
-$261.9K
0
-100%
增持
IBHF
ISHARES TR
+$260.9K
1,123,830
+2%
增持
COP
CONOCOPHILLIPS
+$258.8K
6,549
+1%
增持
IBDX
ISHARES TR
+$256.7K
59,808
+22%
减持
JNJ
JOHNSON & JOHNSON
+$242.1K
6,864
-1%
增持
IBMO
ISHARES TR
+$237.7K
525,143
+2%
减持
KO
COCA COLA CO
+$229.1K
38,759
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$225.2K
2,222
+95%
增持
DIS
DISNEY WALT CO
-$221.1K
12,722
+0%
清仓
HRB
BLOCK H & R INC
-$217.9K
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$212.8K
2,474
+67%
建仓
Q
QNITY ELECTRONICS INC
+$206.9K
1,793
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$206.5K
0
-100%
清仓
RVTY
REVVITY INC
-$206.4K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$204.3K
0
-100%
建仓
SCHC
SCHWAB STRATEGIC TR
+$202.8K
4,339
增持
IBTG
ISHARES TR
+$200.7K
23,920
+57%
减持
AVGO
BROADCOM INC
-$200.5K
5,470
-0%
建仓
IBTK
ISHARES TR
+$199.0K
10,090
增持
IBTH
ISHARES TR
+$198.7K
26,400
+51%
增持
IBTI
ISHARES TR
+$198.7K
33,298
+37%
减持
IWM
ISHARES TR
+$197.8K
704,809
-1%
减持
AOR
ISHARES TR
-$186.8K
70,497
-3%
减持
WFC
WELLS FARGO & CO
-$167.4K
11,626
-1%
增持
V
VISA INC
-$164.0K
3,805
+2%
增持
HD
HOME DEPOT INC
+$161.8K
8,764
+11%
建仓
—
LISTED FDS TR
+$156.6K
36,834
减持
GM
GENERAL MTRS CO
-$155.7K
4,900
-23%
建仓
IBRX
IMMUNITYBIO INC
+$145.7K
19,000
减持
GE
GE AEROSPACE
-$145.2K
4,721
-2%
增持
PSX
PHILLIPS 66
+$143.3K
2,539
+3%
减持
SPDW
SPDR INDEX SHS FDS
+$142.7K
118,669
-0%
增持
MRK
MERCK & CO INC
+$141.5K
8,999
+1%
减持
ABT
ABBOTT LABORATORIES
-$123.0K
5,152
-1%
减持
SO
SOUTHERN CO
+$119.3K
26,368
-5%
减持
DUK
DUKE ENERGY CORP NEW
-$114.1K
1,541
-43%
减持
WMT
WALMART INC
+$111.9K
9,385
-1%
减持
PFF
ISHARES TR
-$103.8K
7,816
-29%
减持
MPC
MARATHON PETE CORP
+$97.6K
1,338
-5%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$92.7K
149,385
-1%
减持
QUS
SPDR SERIES TRUST
-$83.9K
12,145
-2%
增持
RTX
RTX CORPORATION
+$82.2K
7,311
+1%
增持
TSLA
TESLA INC
-$80.5K
2,226
+10%
增持
SPYM
SPDR SERIES TRUST
-$75.4K
21,177
+0%
减持
ADI
ANALOG DEVICES INC
+$67.9K
1,892
-4%
减持
—
EATON CORP PLC
+$65.2K
1,884
-1%
增持
ABBV
ABBVIE INC
-$64.6K
5,907
+0%
增持
PEP
PEPSICO INC
+$59.6K
3,922
+2%
增持
IIIV
I3 VERTICALS INC
+$57.1K
14,326
+37%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$55.3K
7,455
+1%
增持
URA
GLOBAL X FDS
+$54.7K
6,138
+8%
增持
IJK
ISHARES TR
+$54.7K
14,515
+0%
减持
NEE
NEXTERA ENERGY INC
+$53.3K
5,269
-3%
增持
DFUV
DIMENSIONAL ETF TRUST
+$51.2K
26,371
+0%
减持
HCA
HCA HEALTHCARE INC
-$50.0K
43,300
-2%
增持
MSTR
STRATEGY INC
-$47.7K
1,858
+1%
增持
QQQ
INVESCO QQQ TR
-$47.3K
6,703
+5%
减持
EEM
ISHARES TR
+$46.3K
95,465
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
+$43.8K
5,640
-4%
增持
VTI
VANGUARD INDEX FDS
-$41.1K
2,866
+0%
增持
SPEM
SPDR INDEX SHS FDS
+$40.8K
14,429
+6%
增持
ET
ENERGY TRANSFER L P
+$40.1K
13,845
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$37.3K
23,346
+4%
减持
ATO
ATMOS ENERGY CORP
+$34.7K
2,247
-1%
减持
SPYV
SPDR SERIES TRUST
-$34.6K
13,050
-4%
增持
TXN
TEXAS INSTRS INC
+$34.4K
1,286
+4%
减持
T
AT&T INC
+$32.4K
10,738
-4%
减持
VUG
VANGUARD INDEX FDS
-$32.0K
531
-2%
减持
IBDR
ISHARES TR
-$29.7K
211,425
-1%
增持
MS
MORGAN STANLEY
-$28.7K
2,807
+2%
减持
BSV
VANGUARD BD INDEX FDS
-$28.1K
6,552
-5%
增持
DFAT
DIMENSIONAL ETF TRUST
+$26.0K
8,610
+0%
减持
USB
US BANCORP
-$25.9K
7,720
-4%
增持
SHLD
GLOBAL X FDS
+$25.1K
4,008
+0%
减持
VNQ
VANGUARD INDEX FDS
-$24.0K
92,164
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$23.1K
3,849
+5%
增持
RF
REGIONS FINANCIAL CORP NEW
-$22.5K
28,075
+1%
增持
DIA
STATE STR SPDR DOW JONES IND
-$22.1K
1,297
+0%
