LBMC INVESTMENT ADVISORS, LLC
BRENTWOOD TN · SEC CIK 0001536924
$18.45亿2026Q2 申报市值
245持仓数
61.7%前十大占比 · 第一大 16.9%
31 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ISHARES TR 加仓+$678.49万
IBHI 加仓+$565.26万
ISHARES TR 加仓+$463.92万
IBHH 加仓+$461.62万
IBHG 加仓+$344.00万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$357.15万
AMD 减仓-$293.71万
LLY 减仓-$214.22万
MU 减仓-$142.67万
RSP 减仓-$92.68万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3.11亿 | 16.87% | 415,571 | -4,769 | -1.1% | -$357.15万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2.81亿 | 15.21% | 1,319,004 | -4,356 | -0.3% | -$92.68万 | 减仓 |
| IWM | ISHARES TR | $2.11亿 | 11.44% | 702,868 | -1,941 | -0.3% | -$58.32万 | 减仓 |
| HDV | ISHARES TR | $6,324.27万 | 3.43% | 2,307,284 | 15,284 | 0.7% | $41.89万 | 加仓 |
| IEFA | ISHARES TR | $6,013.30万 | 3.26% | 622,624 | 27,464 | 4.6% | $265.25万 | 加仓 |
| EFA | ISHARES TR | $5,054.97万 | 2.74% | 486,616 | -1,824 | -0.4% | -$18.95万 | 减仓 |
| IBHH | ISHARES TR | $4,553.27万 | 2.47% | 1,937,560 | 196,432 | 11.3% | $461.62万 | 加仓 |
| IBHI | ISHARES TR | $3,998.39万 | 2.17% | 1,709,445 | 241,669 | 16.5% | $565.26万 | 加仓 |
| IBHG | ISHARES TR | $3,913.49万 | 2.12% | 1,772,416 | 155,798 | 9.6% | $344.00万 | 加仓 |
| DVY | ISHARES TR | $3,614.55万 | 1.96% | 231,257 | 550 | 0.2% | $8.60万 | 加仓 |
| — | ISHARES TR | $3,149.23万 | 1.71% | 1,189,960 | 256,373 | 27.5% | $678.49万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,100.03万 | 1.68% | 435,092 | 3,296 | 0.8% | $23.48万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,908.45万 | 1.58% | 184,044 | 8,587 | 4.9% | $135.70万 | 加仓 |
| IJR | ISHARES TR | $2,812.70万 | 1.52% | 189,650 | 10,888 | 6.1% | $161.48万 | 加仓 |
| IBHF | ISHARES TR | $2,631.26万 | 1.43% | 1,161,706 | 37,876 | 3.4% | $85.79万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,811.90万 | 0.98% | 149,225 | -160 | -0.1% | -$1.94万 | 减仓 |
| AAPL | APPLE INC | $1,804.45万 | 0.98% | 62,360 | -265 | -0.4% | -$7.67万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,732.90万 | 0.94% | 25,231 | -56 | -0.2% | -$3.85万 | 减仓 |
| — | ISHARES TR | $1,715.34万 | 0.93% | 665,633 | 180,024 | 37.1% | $463.92万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1,688.28万 | 0.91% | 43,301 | 1 | 0.0% | $390 | 加仓 |
| ICF | ISHARES TR | $1,612.26万 | 0.87% | 238,394 | -858 | -0.4% | -$5.80万 | 减仓 |
| IVW | ISHARES TR | $1,548.20万 | 0.84% | 112,572 | -5,436 | -4.6% | -$74.76万 | 减仓 |
| IBMP | ISHARES TR | $1,486.88万 | 0.81% | 584,924 | 18,198 | 3.2% | $46.26万 | 加仓 |
| IBMQ | ISHARES TR | $1,478.49万 | 0.80% | 577,987 | 18,306 | 3.3% | $46.83万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,378.43万 | 0.75% | 171,084 | 128 | 0.1% | $1.03万 | 加仓 |
| IBMO | ISHARES TR | $1,334.06万 | 0.72% | 520,304 | -4,839 | -0.9% | -$12.41万 | 减仓 |
| IBMR | ISHARES TR | $1,320.98万 | 0.72% | 520,275 | 32,781 | 6.7% | $83.23万 | 加仓 |
| IDU | ISHARES TR | $1,230.39万 | 0.67% | 107,355 | 470 | 0.4% | $5.39万 | 加仓 |
| AOA | ISHARES TR | $1,223.23万 | 0.66% | 125,330 | -1,091 | -0.9% | -$10.65万 | 减仓 |
| GOOG | ALPHABET INC | $1,008.11万 | 0.55% | 28,532 | 1,397 | 5.1% | $49.36万 | 加仓 |
| IEMG | ISHARES INC | $974.74万 | 0.53% | 117,665 | 7,017 | 6.3% | $58.13万 | 加仓 |
| IVE | ISHARES TR | $949.17万 | 0.51% | 41,803 | -175 | -0.4% | -$3.97万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $867.74万 | 0.47% | 145,375 | 1,514 | 1.1% | $9.04万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $858.16万 | 0.47% | 88,993 | -3,171 | -3.4% | -$30.58万 | 减仓 |
| IBDU | ISHARES TR | $850.59万 | 0.46% | 367,266 | 59,694 | 19.4% | $138.25万 | 加仓 |
| IBMS | ISHARES TR | $835.66万 | 0.45% | 323,023 | 53,879 | 20.0% | $139.39万 | 加仓 |
| AMZN | AMAZON COM INC | $824.12万 | 0.45% | 34,578 | 1,280 | 3.8% | $30.51万 | 加仓 |
| IBDV | ISHARES TR | $753.65万 | 0.41% | 345,712 | 63,956 | 22.7% | $139.42万 | 加仓 |
| IBDS | ISHARES TR | $725.87万 | 0.39% | 299,698 | 40,489 | 15.6% | $98.06万 | 加仓 |
| MSFT | MICROSOFT CORP | $714.67万 | 0.39% | 19,159 | 1,856 | 10.7% | $69.23万 | 加仓 |
| IBDT | ISHARES TR | $707.29万 | 0.38% | 280,115 | 47,557 | 20.4% | $120.08万 | 加仓 |
| EEM | ISHARES TR | $655.61万 | 0.36% | 95,835 | 370 | 0.4% | $2.53万 | 加仓 |
| AFL | AFLAC INC | $617.38万 | 0.33% | 52,655 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $606.19万 | 0.33% | 16,963 | 1,114 | 7.0% | $39.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $601.77万 | 0.33% | 12,026 | -525 | -4.2% | -$26.27万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $588.93万 | 0.32% | 116,875 | -1,794 | -1.5% | -$9.04万 | 减仓 |
| GRC | GORMAN RUPP CO | $560.68万 | 0.30% | 61,116 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $542.10万 | 0.29% | 7,259 | 9 | 0.1% | $6,721 | 加仓 |
| IBDR | ISHARES TR | $538.68万 | 0.29% | 222,321 | 10,896 | 5.2% | $26.40万 | 加仓 |
| QQQ | INVESCO QQQ TR | $503.90万 | 0.27% | 6,843 | 140 | 2.1% | $10.31万 | 加仓 |
| AOR | ISHARES TR | $482.52万 | 0.26% | 69,427 | -1,070 | -1.5% | -$7.44万 | 减仓 |
| IJH | ISHARES TR | $429.56万 | 0.23% | 55,708 | 1,951 | 3.6% | $15.04万 | 加仓 |
| — | ISHARES TR | $418.26万 | 0.23% | 164,572 | 23,221 | 16.4% | $59.02万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $393.23万 | 0.21% | 33,048 | 25 | 0.1% | $2,975 | 加仓 |
| META | META PLATFORMS INC | $381.28万 | 0.21% | 6,769 | 63 | 0.9% | $3.55万 | 加仓 |
| VGT | VANGUARD WORLD FD | $371.92万 | 0.20% | 31,118 | 14 | 0.0% | $1,673 | 加仓 |
| — | ISHARES TR | $340.82万 | 0.18% | 132,100 | 6,064 | 4.8% | $15.65万 | 加仓 |
| CSCO | CISCO SYS INC | $339.43万 | 0.18% | 28,898 | 16,955 | 142.0% | $199.15万 | 加仓 |
| CAT | CATERPILLAR INC | $337.79万 | 0.18% | 3,172 | -14 | -0.4% | -$1.49万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $336.55万 | 0.18% | 16,820 | 285 | 1.7% | $5.70万 | 加仓 |
| AOS | SMITH A O CORP | $331.90万 | 0.18% | 52,918 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $328.15万 | 0.18% | 16,357 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $318.93万 | 0.17% | 9,043 | 279 | 3.2% | $9.84万 | 加仓 |
| KO | COCA COLA CO | $312.81万 | 0.17% | 38,490 | -269 | -0.7% | -$2.19万 | 减仓 |
| AON | AON PLC | $302.73万 | 0.16% | 9,127 | 14 | 0.2% | $4,644 | 加仓 |
| EUSA | ISHARES INC | $286.24万 | 0.16% | 25,067 | 51 | 0.2% | $5,824 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $285.29万 | 0.15% | 8,716 | 170 | 2.0% | $5.56万 | 加仓 |
| AVGO | BROADCOM INC | $249.94万 | 0.14% | 6,617 | 1,147 | 21.0% | $43.33万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $244.23万 | 0.13% | 115,583 | 86 | 0.1% | $1,817 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $243.43万 | 0.13% | 111,946 | 39 | 0.0% | $848 | 加仓 |
| DSPY | TEMA ETF TRUST | $241.74万 | 0.13% | 36,724 | 6,725 | 22.4% | $44.27万 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $235.21万 | 0.13% | 91,126 | 37 | 0.0% | $955 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $232.01万 | 0.13% | 2,010 | -1,236 | -38.1% | -$142.67万 | 减仓 |
| QUS | SPDR SERIES TRUST | $227.95万 | 0.12% | 12,199 | 54 | 0.4% | $1.01万 | 加仓 |
| IBDW | ISHARES TR | $212.43万 | 0.12% | 101,934 | -3,191 | -3.0% | -$6.65万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $206.28万 | 0.11% | 70,093 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $204.86万 | 0.11% | 1,708 | -1,786 | -51.1% | -$214.22万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $198.57万 | 0.11% | 7,190 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $197.86万 | 0.11% | 14,472 | 348 | 2.5% | $4.76万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $191.03万 | 0.10% | 12,172 | 14 | 0.1% | $2,197 | 加仓 |
| SPYM | SPDR SERIES TRUST | $189.51万 | 0.10% | 21,565 | 388 | 1.8% | $3.41万 | 加仓 |
| GE | GE AEROSPACE | $189.22万 | 0.10% | 5,063 | 342 | 7.2% | $12.78万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $183.25万 | 0.10% | 58,923 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $177.72万 | 0.10% | 6,998 | 134 | 2.0% | $3.40万 | 加仓 |
| SO | SOUTHERN CO | $175.63万 | 0.10% | 18,350 | -8,018 | -30.4% | -$76.74万 | 减仓 |
| IJK | ISHARES TR | $170.60万 | 0.09% | 14,519 | 4 | 0.0% | $470 | 加仓 |
| ORCL | ORACLE CORP | $169.59万 | 0.09% | 11,572 | 27 | 0.2% | $3,957 | 加仓 |
| GEV | GE VERNOVA INC | $167.42万 | 0.09% | 1,425 | 258 | 22.1% | $30.31万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $163.75万 | 0.09% | 3,188 | 47 | 1.5% | $2.41万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $161.51万 | 0.09% | 16,010 | -3,400 | -17.5% | -$34.30万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $161.50万 | 0.09% | 5,743 | 55 | 1.0% | $1.55万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $158.85万 | 0.09% | 71,087 | 33 | 0.0% | $737 | 加仓 |
| ABBV | ABBVIE INC | $153.30万 | 0.08% | 6,092 | 185 | 3.1% | $4.66万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $152.86万 | 0.08% | 1,634 | -444 | -21.4% | -$41.53万 | 减仓 |
| IBDX | ISHARES TR | $150.98万 | 0.08% | 59,937 | 129 | 0.2% | $3,249 | 加仓 |
| VTI | VANGUARD INDEX FDS | $146.20万 | 0.08% | 3,951 | 1,085 | 37.9% | $40.15万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $145.27万 | 0.08% | 26,409 | 38 | 0.1% | $2,090 | 加仓 |
| V | VISA INC | $140.43万 | 0.08% | 4,093 | 288 | 7.6% | $9.88万 | 加仓 |
| RTX | RTX CORPORATION | $135.79万 | 0.07% | 7,157 | -154 | -2.1% | -$2.92万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $135.78万 | 0.07% | 9,872 | 0 | 0.0% | — | 不变 |