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 |
|---|---|---|---|---|---|---|---|---|
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -39,418 | -100.0% | -$89.75万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -4,328 | -100.0% | -$65.27万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -10,850 | -100.0% | -$64.05万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -1,892 | -100.0% | -$60.19万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -1,000 | -100.0% | -$39.18万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,654 | -100.0% | -$37.39万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -1,050 | -100.0% | -$35.89万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -1,338 | -100.0% | -$32.68万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -10,738 | -100.0% | -$31.13万 | 清仓 |
| FBK | FB FINL CORP | $0 | 0.00% | 0 | -5,614 | -100.0% | -$29.16万 | 清仓 |
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | -11,930 | -100.0% | -$28.32万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,640 | -100.0% | -$28.31万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -1,286 | -100.0% | -$24.97万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -7,816 | -100.0% | -$23.70万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,858 | -100.0% | -$23.19万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -2,297 | -100.0% | -$22.44万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,541 | -100.0% | -$20.18万 | 清仓 |
| — | LISTED FDS TR | $0 | 0.00% | 0 | -36,834 | -100.0% | -$15.66万 | 清仓 |
| ARDT | ARDENT HEALTH INC | $9.84万 | 0.01% | 10,000 | 10,000 | — | $9.84万 | 新建仓 |
| — | 21SHARES SUI ETF | $15.71万 | 0.01% | 11,302 | 11,302 | — | $15.71万 | 新建仓 |
| F | FORD MTR CO | $16.62万 | 0.01% | 11,955 | 44 | 0.4% | $612 | 加仓 |
| IBRX | IMMUNITYBIO INC | $16.63万 | 0.01% | 19,000 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $17.86万 | 0.01% | 12,000 | 12,000 | — | $17.86万 | 新建仓 |
| IBTK | ISHARES TR | $19.72万 | 0.01% | 10,090 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $20.03万 | 0.01% | 1,863 | 1,863 | — | $20.03万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $20.22万 | 0.01% | 1,092 | 1,092 | — | $20.22万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $20.23万 | 0.01% | 4,000 | 4,000 | — | $20.23万 | 新建仓 |
| IYR | ISHARES TR | $20.35万 | 0.01% | 1,990 | 1,990 | — | $20.35万 | 新建仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $20.35万 | 0.01% | 2,213 | 2,213 | — | $20.35万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $20.88万 | 0.01% | 4,339 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $21.07万 | 0.01% | 5,810 | 5,810 | — | $21.07万 | 新建仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $21.43万 | 0.01% | 6,107 | 6,107 | — | $21.43万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $21.57万 | 0.01% | 724 | 724 | — | $21.57万 | 新建仓 |
| ARKQ | ARK ETF TR | $22.28万 | 0.01% | 1,685 | 1,685 | — | $22.28万 | 新建仓 |
| WSBC | WESBANCO INC | $22.51万 | 0.01% | 5,768 | 5,768 | — | $22.51万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $22.88万 | 0.01% | 1,265 | -1,053 | -45.4% | -$19.05万 | 重新持有 |
| CFO | VICTORY PORTFOLIOS II | $23.00万 | 0.01% | 2,872 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $23.73万 | 0.01% | 2,133 | 0 | 0.0% | — | 重新持有 |
| SHLD | GLOBAL X FDS | $23.93万 | 0.01% | 4,008 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $24.42万 | 0.01% | 5,805 | 5,805 | — | $24.42万 | 新建仓 |
| IWD | ISHARES TR | $24.47万 | 0.01% | 1,009 | 1,009 | — | $24.47万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $24.55万 | 0.01% | 1,261 | 1,261 | — | $24.55万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $24.87万 | 0.01% | 3,011 | 5 | 0.2% | $413 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $25.37万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $25.49万 | 0.01% | 697 | 0 | 0.0% | — | 不变 |
| TMFC | RBB FD INC | $25.62万 | 0.01% | 3,364 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $26.24万 | 0.01% | 400 | 400 | — | $26.24万 | 新建仓 |
| PFE | PFIZER INC | $26.30万 | 0.01% | 10,922 | -3,000 | -21.5% | -$7.22万 | 减仓 |
| ASML | ASML HLDG NV | $26.66万 | 0.01% | 134 | 134 | — | $26.66万 | 新建仓 |
| URA | GLOBAL X FDS | $27.31万 | 0.01% | 6,250 | 112 | 1.8% | $4,894 | 加仓 |
| ALAB | ASTERA LABS INC | $27.44万 | 0.01% | 568 | 568 | — | $27.44万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $28.88万 | 0.02% | 1,969 | -163 | -7.6% | -$2.39万 | 减仓 |
| APH | AMPHENOL CORP | $29.04万 | 0.02% | 1,647 | 27 | 1.7% | $4,761 | 加仓 |
| ABNB | AIRBNB INC | $29.16万 | 0.02% | 2,038 | 2,038 | — | $29.16万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $29.28万 | 0.02% | 1,793 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $29.46万 | 0.02% | 15,406 | 1,561 | 11.3% | $2.98万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.70万 | 0.02% | 622 | 622 | — | $29.70万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $29.94万 | 0.02% | 1,101 | 1,101 | — | $29.94万 | 新建仓 |
| GLD | SPDR GOLD TR | $30.02万 | 0.02% | 815 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $30.38万 | 0.02% | 3,587 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.45万 | 0.02% | 399 | 399 | — | $30.45万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $30.55万 | 0.02% | 356 | 356 | — | $30.55万 | 新建仓 |
| MCD | MCDONALDS CORP | $30.57万 | 0.02% | 1,131 | -3 | -0.3% | -$811 | 减仓 |
| IIIV | I3 VERTICALS INC | $30.60万 | 0.02% | 14,326 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $30.77万 | 0.02% | 1,994 | 1,994 | — | $30.77万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $30.89万 | 0.02% | 2,634 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $31.10万 | 0.02% | 1,840 | -699 | -27.5% | -$11.81万 | 减仓 |
| IBTJ | ISHARES TR | $31.88万 | 0.02% | 14,726 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $32.49万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $32.67万 | 0.02% | 8,888 | 927 | 11.6% | $3.41万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.16万 | 0.02% | 5,755 | -1,700 | -22.8% | -$9.80万 | 减仓 |
| FDX | FEDEX CORP | $34.13万 | 0.02% | 1,090 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $34.29万 | 0.02% | 7,061 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $34.43万 | 0.02% | 6,636 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $34.49万 | 0.02% | 2,045 | 45 | 2.2% | $7,590 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $34.66万 | 0.02% | 8,735 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $36.05万 | 0.02% | 2,663 | -1,259 | -32.1% | -$17.04万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $36.70万 | 0.02% | 5,835 | 1,585 | 37.3% | $9.97万 | 加仓 |
| KRE | SPDR SERIES TRUST | $37.42万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $37.50万 | 0.02% | 331 | 6 | 1.8% | $6,797 | 加仓 |
| GM | GENERAL MTRS CO | $37.77万 | 0.02% | 4,900 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $37.78万 | 0.02% | 2,494 | 1,030 | 70.4% | $15.60万 | 加仓 |
| NUE | NUCOR CORP | $37.87万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| IBDZ | ISHARES TR | $38.03万 | 0.02% | 14,600 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $38.34万 | 0.02% | 5,078 | 1,200 | 30.9% | $9.06万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $38.91万 | 0.02% | 1,638 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $39.31万 | 0.02% | 2,282 | 35 | 1.6% | $6,029 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $39.44万 | 0.02% | 2,308 | 2,308 | — | $39.44万 | 新建仓 |
| BGIG | ETF SER SOLUTIONS | $39.47万 | 0.02% | 10,998 | 10,998 | — | $39.47万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $39.48万 | 0.02% | 3,314 | 4 | 0.1% | $477 | 加仓 |
| CHCO | CITY HLDG CO | $39.79万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $40.25万 | 0.02% | 3,649 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $40.53万 | 0.02% | 2,664 | 3 | 0.1% | $456 | 加仓 |
| TFC | TRUIST FINL CORP | $40.65万 | 0.02% | 8,160 | 62 | 0.8% | $3,089 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $42.20万 | 0.02% | 5,416 | -1,136 | -17.3% | -$8.85万 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $43.38万 | 0.02% | 18,250 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $43.63万 | 0.02% | 4,728 | 256 | 5.7% | $2.36万 | 加仓 |
| VMC | VULCAN MATLS CO | $44.25万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| QVAL | EA SERIES TRUST | $44.36万 | 0.02% | 8,000 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $45.04万 | 0.02% | 2,176 | -78 | -3.5% | -$1.61万 | 减仓 |