LBMC INVESTMENT ADVISORS, LLC
BRENTWOOD TN · SEC CIK 0001536924
$16.40亿2026Q1 申报市值
230持仓数
61.8%前十大占比 · 第一大 16.7%
15 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ISHARES TR 加仓+$324.91万
IBHI 加仓+$270.54万
BSJT 新建仓+$242.95万
BSJS 新建仓+$242.67万
BSJU 新建仓+$233.10万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$462.01万
PINNACLE FINL PA 清仓-$176.15万
RSP 减仓-$168.37万
IWM 减仓-$110.73万
IVW 减仓-$106.14万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $60.12万 | 0.04% | 2,222 | 1,083 | 95.1% | $29.30万 | 加仓 |
| ADI | ANALOG DEVICES INC | $60.19万 | 0.04% | 1,892 | -77 | -3.9% | -$2.45万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $60.44万 | 0.04% | 4,548 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $60.90万 | 0.04% | 3,922 | 94 | 2.5% | $1.46万 | 加仓 |
| MDB | MONGODB INC | $61.19万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $64.05万 | 0.04% | 10,850 | -1,805 | -14.3% | -$10.65万 | 减仓 |
| SNOW | SNOWFLAKE INC | $65.27万 | 0.04% | 4,328 | 0 | 0.0% | — | 不变 |
| — | FIS TR | $66.87万 | 0.04% | 20,780 | 20,780 | — | $66.87万 | 新建仓 |
| ETN | EATON CORP PLC | $67.39万 | 0.04% | 1,884 | -27 | -1.4% | -$9,657 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $67.69万 | 0.04% | 14,429 | 840 | 6.2% | $3.94万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $68.72万 | 0.04% | 3,302 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $70.87万 | 0.04% | 21,854 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $73.33万 | 0.04% | 28,075 | 185 | 0.7% | $4,832 | 加仓 |
| SPYV | SPDR SERIES TRUST | $73.84万 | 0.05% | 13,050 | -557 | -4.1% | -$3.15万 | 减仓 |
| IBTI | ISHARES TR | $74.20万 | 0.05% | 33,298 | 9,005 | 37.1% | $20.07万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $74.60万 | 0.05% | 7,190 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $75.66万 | 0.05% | 894 | 19 | 2.2% | $1.61万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $79.86万 | 0.05% | 16,321 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $79.86万 | 0.05% | 20,786 | -1,845 | -8.2% | -$7.09万 | 减仓 |
| TSLA | TESLA INC | $82.75万 | 0.05% | 2,226 | 207 | 10.3% | $7.70万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $82.77万 | 0.05% | 3,849 | 188 | 5.1% | $4.04万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $83.27万 | 0.05% | 16,748 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $83.38万 | 0.05% | 5,687 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $86.03万 | 0.05% | 17,647 | -2,910 | -14.2% | -$14.19万 | 减仓 |
| COP | CONOCOPHILLIPS | $86.45万 | 0.05% | 6,549 | 78 | 1.2% | $1.03万 | 加仓 |
| IWF | ISHARES TR | $86.90万 | 0.05% | 2,038 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $89.75万 | 0.05% | 39,418 | 0 | 0.0% | — | 不变 |
| SMBK | SMARTFINANCIAL INC | $90.07万 | 0.05% | 23,048 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $91.94万 | 0.06% | 2,866 | 1 | 0.0% | $321 | 加仓 |
| WFC | WELLS FARGO & CO | $92.56万 | 0.06% | 11,626 | -101 | -0.9% | -$8,041 | 减仓 |
| CSCO | CISCO SYS INC | $92.67万 | 0.06% | 11,943 | 4 | 0.0% | $310 | 加仓 |
| BA | BOEING CO | $93.84万 | 0.06% | 4,715 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $101.87万 | 0.06% | 1,167 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $105.27万 | 0.06% | 15,000 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $106.16万 | 0.06% | 8,950 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $107.87万 | 0.07% | 9,381 | 116 | 1.3% | $1.33万 | 加仓 |
| MRK | MERCK & CO INC | $108.25万 | 0.07% | 8,999 | 59 | 0.7% | $7,097 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $109.66万 | 0.07% | 3,246 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $113.17万 | 0.07% | 9,979 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $113.36万 | 0.07% | 9,872 | 9,872 | — | $113.36万 | 新建仓 |
| V | VISA INC | $115.00万 | 0.07% | 3,805 | 58 | 1.5% | $1.75万 | 加仓 |
| WMT | WALMART INC | $116.63万 | 0.07% | 9,385 | -79 | -0.8% | -$9,818 | 减仓 |
| DIS | DISNEY WALT CO | $122.62万 | 0.07% | 12,722 | 1 | 0.0% | $96 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $127.79万 | 0.08% | 26,371 | 41 | 0.2% | $1,987 | 加仓 |
| ABBV | ABBVIE INC | $128.48万 | 0.08% | 5,907 | 1 | 0.0% | $217 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $129.26万 | 0.08% | 49,726 | 49,726 | — | $129.26万 | 新建仓 |
| GE | GE AEROSPACE | $133.96万 | 0.08% | 4,721 | -99 | -2.1% | -$2.81万 | 减仓 |
| CVX | CHEVRON CORPORATION | $134.71万 | 0.08% | 6,511 | 530 | 8.9% | $10.97万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $137.88万 | 0.08% | 5,688 | -30 | -0.5% | -$7,272 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $140.59万 | 0.09% | 6,911 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $141.03万 | 0.09% | 7,311 | 70 | 1.0% | $1.35万 | 加仓 |
| IJK | ISHARES TR | $146.05万 | 0.09% | 14,515 | 4 | 0.0% | $402 | 加仓 |
| IBDX | ISHARES TR | $151.13万 | 0.09% | 59,808 | 10,663 | 21.7% | $26.95万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $156.96万 | 0.10% | 3,141 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $158.91万 | 0.10% | 71,054 | 71,054 | — | $158.91万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $162.09万 | 0.10% | 21,177 | 32 | 0.2% | $2,449 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $164.10万 | 0.10% | 58,923 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $167.20万 | 0.10% | 19,410 | 19,410 | — | $167.20万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $167.79万 | 0.10% | 6,864 | -74 | -1.1% | -$1.81万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $168.16万 | 0.10% | 12,158 | 104 | 0.9% | $1.44万 | 加仓 |
| AVGO | BROADCOM INC | $169.32万 | 0.10% | 5,470 | -1 | -0.0% | -$310 | 减仓 |
| ORCL | ORACLE CORP | $169.84万 | 0.10% | 11,545 | 576 | 5.3% | $8.47万 | 加仓 |
| DSPY | TEMA ETF TRUST | $171.14万 | 0.10% | 29,999 | 29,999 | — | $171.14万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $179.72万 | 0.11% | 70,093 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $207.06万 | 0.13% | 2,078 | 37 | 1.8% | $3.69万 | 加仓 |
| QUS | SPDR SERIES TRUST | $208.46万 | 0.13% | 12,145 | -304 | -2.4% | -$5.22万 | 减仓 |
| IBDW | ISHARES TR | $220.03万 | 0.13% | 105,125 | 23,258 | 28.4% | $48.68万 | 加仓 |
| CAT | CATERPILLAR INC | $225.72万 | 0.14% | 3,186 | 27 | 0.9% | $1.91万 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $233.10万 | 0.14% | 91,089 | 91,089 | — | $233.10万 | 新建仓 |
| — | EXXON MOBIL CORP | $239.62万 | 0.15% | 14,124 | -282 | -2.0% | -$4.78万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $242.67万 | 0.15% | 111,907 | 111,907 | — | $242.67万 | 新建仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $242.95万 | 0.15% | 115,497 | 115,497 | — | $242.95万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $251.39万 | 0.15% | 8,546 | -192 | -2.2% | -$5.65万 | 减仓 |
| SO | SOUTHERN CO | $254.50万 | 0.16% | 26,368 | -1,450 | -5.2% | -$14.00万 | 减仓 |
| EUSA | ISHARES INC | $254.59万 | 0.16% | 25,016 | 13,729 | 121.6% | $139.72万 | 加仓 |
| VGT | VANGUARD WORLD FD | $271.29万 | 0.17% | 3,888 | 1,023 | 35.7% | $71.38万 | 加仓 |
| HD | HOME DEPOT INC | $288.24万 | 0.18% | 8,764 | 858 | 10.9% | $28.22万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $288.38万 | 0.18% | 16,535 | 966 | 6.2% | $16.85万 | 加仓 |
| AON | AON PLC | $294.15万 | 0.18% | 9,113 | -278 | -3.0% | -$8.97万 | 减仓 |
| KO | COCA COLA CO | $294.76万 | 0.18% | 38,759 | -127 | -0.3% | -$9,658 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $298.40万 | 0.18% | 16,357 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $321.37万 | 0.20% | 3,494 | 24 | 0.7% | $2.21万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $323.33万 | 0.20% | 33,023 | -242 | -0.7% | -$2.37万 | 减仓 |
| — | ISHARES TR | $323.50万 | 0.20% | 126,036 | 27,766 | 28.3% | $71.27万 | 加仓 |
| AOS | SMITH A O CORP | $348.94万 | 0.21% | 52,918 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $356.91万 | 0.22% | 141,351 | 21,431 | 17.9% | $54.11万 | 加仓 |
| IJH | ISHARES TR | $363.02万 | 0.22% | 53,757 | -12,073 | -18.3% | -$81.53万 | 减仓 |
| GRC | GORMAN RUPP CO | $379.71万 | 0.23% | 61,116 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $383.64万 | 0.23% | 6,706 | 68 | 1.0% | $3.89万 | 加仓 |
| QQQ | INVESCO QQQ TR | $386.87万 | 0.24% | 6,703 | 328 | 5.1% | $18.93万 | 加仓 |
| AOR | ISHARES TR | $453.65万 | 0.28% | 70,497 | -2,157 | -3.0% | -$13.88万 | 减仓 |
| GOOGL | ALPHABET INC | $455.76万 | 0.28% | 15,849 | -83 | -0.5% | -$2.39万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $471.52万 | 0.29% | 7,250 | -49 | -0.7% | -$3.19万 | 减仓 |
| IBDR | ISHARES TR | $512.49万 | 0.31% | 211,425 | -1,313 | -0.6% | -$3.18万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $541.72万 | 0.33% | 118,669 | -101 | -0.1% | -$4,611 | 减仓 |
| EEM | ISHARES TR | $542.15万 | 0.33% | 95,465 | -2,783 | -2.8% | -$15.80万 | 减仓 |
| AFL | AFLAC INC | $577.68万 | 0.35% | 52,655 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $589.07万 | 0.36% | 232,558 | 25,900 | 12.5% | $65.60万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $601.44万 | 0.37% | 12,551 | -20 | -0.2% | -$9,584 | 减仓 |
| IBDV | ISHARES TR | $616.76万 | 0.38% | 281,756 | 42,413 | 17.7% | $92.84万 | 加仓 |