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 |
|---|---|---|---|---|---|---|---|---|
| FITB | FIFTH THIRD BANCORP | $45.10万 | 0.02% | 8,000 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $45.78万 | 0.02% | 2,101 | 2,101 | — | $45.78万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $45.80万 | 0.02% | 5,218 | -51 | -1.0% | -$4,476 | 减仓 |
| ABT | ABBOTT LABORATORIES | $46.53万 | 0.03% | 5,128 | -24 | -0.5% | -$2,178 | 减仓 |
| USB | US BANCORP | $46.63万 | 0.03% | 7,720 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $46.75万 | 0.03% | 1,048 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $46.90万 | 0.03% | 5,205 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $47.64万 | 0.03% | 751 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $47.82万 | 0.03% | 1,428 | 1,428 | — | $47.82万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $49.12万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $50.06万 | 0.03% | 19,700 | 19,700 | — | $50.06万 | 新建仓 |
| IDV | ISHARES TR | $54.25万 | 0.03% | 13,095 | 229 | 1.8% | $9,487 | 加仓 |
| IBTG | ISHARES TR | $54.75万 | 0.03% | 23,920 | 0 | 0.0% | — | 不变 |
| IBDY | ISHARES TR | $55.02万 | 0.03% | 21,370 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $55.33万 | 0.03% | 16,620 | -4,166 | -20.0% | -$13.87万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $57.77万 | 0.03% | 1,750 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $58.03万 | 0.03% | 4,267 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $58.06万 | 0.03% | 16,070 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $58.66万 | 0.03% | 2,806 | -1 | -0.0% | -$209 | 减仓 |
| VUG | VANGUARD INDEX FDS | $58.76万 | 0.03% | 6,821 | 3,635 | 114.1% | $31.31万 | 加仓 |
| IBTH | ISHARES TR | $59.06万 | 0.03% | 26,400 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $60.30万 | 0.03% | 8,626 | 16 | 0.2% | $1,118 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $62.28万 | 0.03% | 22,484 | -862 | -3.7% | -$2.39万 | 减仓 |
| COP | CONOCOPHILLIPS | $65.46万 | 0.04% | 6,297 | -252 | -3.8% | -$2.62万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $67.80万 | 0.04% | 1,298 | 1 | 0.1% | $522 | 加仓 |
| QLD | PROSHARES TR | $68.82万 | 0.04% | 7,112 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $71.76万 | 0.04% | 1,684 | -200 | -10.6% | -$8.52万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $73.42万 | 0.04% | 6,293 | 2,251 | 55.7% | $26.26万 | 加仓 |
| — | FIS TR | $73.66万 | 0.04% | 20,780 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $73.91万 | 0.04% | 33,384 | 86 | 0.3% | $1,904 | 加仓 |
| CVX | CHEVRON CORPORATION | $74.44万 | 0.04% | 4,491 | -2,020 | -31.0% | -$33.48万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $74.74万 | 0.04% | 14,435 | 6 | 0.0% | $311 | 加仓 |
| WMT | WALMART INC | $79.12万 | 0.04% | 6,986 | -2,399 | -25.6% | -$27.17万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $79.63万 | 0.04% | 2,335 | 26 | 1.1% | $8,867 | 加仓 |
| SPYV | SPDR SERIES TRUST | $79.67万 | 0.04% | 13,105 | 55 | 0.4% | $3,343 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $81.31万 | 0.04% | 3,302 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $83.18万 | 0.05% | 21,854 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $83.85万 | 0.05% | 27,765 | -310 | -1.1% | -$9,362 | 减仓 |
| MDB | MONGODB INC | $83.97万 | 0.05% | 2,500 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $86.11万 | 0.05% | 16,321 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $86.47万 | 0.05% | 2,854 | 380 | 15.4% | $11.51万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $87.32万 | 0.05% | 4,583 | 35 | 0.8% | $6,668 | 加仓 |
| MRK | MERCK & CO INC | $89.53万 | 0.05% | 6,967 | -2,032 | -22.6% | -$26.11万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $90.12万 | 0.05% | 3,808 | -41 | -1.1% | -$9,703 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $90.23万 | 0.05% | 5,687 | 0 | 0.0% | — | 不变 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $91.22万 | 0.05% | 16,748 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $92.77万 | 0.05% | 16,280 | -1,367 | -7.7% | -$7.79万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $92.88万 | 0.05% | 2,235 | 13 | 0.6% | $5,403 | 加仓 |
| BA | BOEING CO | $94.49万 | 0.05% | 4,365 | -350 | -7.4% | -$7.58万 | 减仓 |
| WFC | WELLS FARGO & CO | $96.08万 | 0.05% | 11,626 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $103.97万 | 0.06% | 8,373 | 221 | 2.7% | $2.74万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $107.76万 | 0.06% | 1,855 | -5,056 | -73.2% | -$293.71万 | 减仓 |
| SMBK | SMARTFINANCIAL INC | $108.14万 | 0.06% | 23,048 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $109.82万 | 0.06% | 9,618 | 668 | 7.5% | $7.63万 | 加仓 |
| TSLA | TESLA INC | $110.74万 | 0.06% | 2,633 | 407 | 18.3% | $17.12万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $111.20万 | 0.06% | 1,099 | 205 | 22.9% | $20.74万 | 加仓 |
| BX | BLACKSTONE INC | $111.64万 | 0.06% | 9,487 | 106 | 1.1% | $1.25万 | 加仓 |
| DGRO | ISHARES TR | $113.69万 | 0.06% | 15,000 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $118.67万 | 0.06% | 8,479 | -1,500 | -15.0% | -$20.99万 | 减仓 |
| INTC | INTEL CORP | $119.68万 | 0.06% | 8,571 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $123.94万 | 0.07% | 12,877 | 155 | 1.2% | $1.49万 | 加仓 |
| — | ISHARES TR | $125.53万 | 0.07% | 49,365 | 49,365 | — | $125.53万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $130.62万 | 0.07% | 49,761 | 35 | 0.1% | $919 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $135.78万 | 0.07% | 9,872 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $135.79万 | 0.07% | 7,157 | -154 | -2.1% | -$2.92万 | 减仓 |
| V | VISA INC | $140.43万 | 0.08% | 4,093 | 288 | 7.6% | $9.88万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $145.27万 | 0.08% | 26,409 | 38 | 0.1% | $2,090 | 加仓 |
| VTI | VANGUARD INDEX FDS | $146.20万 | 0.08% | 3,951 | 1,085 | 37.9% | $40.15万 | 加仓 |
| IBDX | ISHARES TR | $150.98万 | 0.08% | 59,937 | 129 | 0.2% | $3,249 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $152.86万 | 0.08% | 1,634 | -444 | -21.4% | -$41.53万 | 减仓 |
| ABBV | ABBVIE INC | $153.30万 | 0.08% | 6,092 | 185 | 3.1% | $4.66万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $158.85万 | 0.09% | 71,087 | 33 | 0.0% | $737 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $161.50万 | 0.09% | 5,743 | 55 | 1.0% | $1.55万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $161.51万 | 0.09% | 16,010 | -3,400 | -17.5% | -$34.30万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $163.75万 | 0.09% | 3,188 | 47 | 1.5% | $2.41万 | 加仓 |
| GEV | GE VERNOVA INC | $167.42万 | 0.09% | 1,425 | 258 | 22.1% | $30.31万 | 加仓 |
| ORCL | ORACLE CORP | $169.59万 | 0.09% | 11,572 | 27 | 0.2% | $3,957 | 加仓 |
| IJK | ISHARES TR | $170.60万 | 0.09% | 14,519 | 4 | 0.0% | $470 | 加仓 |
| SO | SOUTHERN CO | $175.63万 | 0.10% | 18,350 | -8,018 | -30.4% | -$76.74万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $177.72万 | 0.10% | 6,998 | 134 | 2.0% | $3.40万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $183.25万 | 0.10% | 58,923 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $189.22万 | 0.10% | 5,063 | 342 | 7.2% | $12.78万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $189.51万 | 0.10% | 21,565 | 388 | 1.8% | $3.41万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $191.03万 | 0.10% | 12,172 | 14 | 0.1% | $2,197 | 加仓 |
| — | EXXON MOBIL CORP | $197.86万 | 0.11% | 14,472 | 348 | 2.5% | $4.76万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $198.57万 | 0.11% | 7,190 | 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 |
| SCHX | SCHWAB STRATEGIC TR | $206.28万 | 0.11% | 70,093 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES TR | $212.43万 | 0.12% | 101,934 | -3,191 | -3.0% | -$6.65万 | 减仓 |
| QUS | SPDR SERIES TRUST | $227.95万 | 0.12% | 12,199 | 54 | 0.4% | $1.01万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $232.01万 | 0.13% | 2,010 | -1,236 | -38.1% | -$142.67万 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $235.21万 | 0.13% | 91,126 | 37 | 0.0% | $955 | 加仓 |
| DSPY | TEMA ETF TRUST | $241.74万 | 0.13% | 36,724 | 6,725 | 22.4% | $44.27万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $243.43万 | 0.13% | 111,946 | 39 | 0.0% | $848 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $244.23万 | 0.13% | 115,583 | 86 | 0.1% | $1,817 | 加仓 |
| AVGO | BROADCOM INC | $249.94万 | 0.14% | 6,617 | 1,147 | 21.0% | $43.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $285.29万 | 0.15% | 8,716 | 170 | 2.0% | $5.56万 | 加仓 |
| EUSA | ISHARES INC | $286.24万 | 0.16% | 25,067 | 51 | 0.2% | $5,824 | 加仓 |
| AON | AON PLC | $302.73万 | 0.16% | 9,127 | 14 | 0.2% | $4,644 | 加仓 |
| KO | COCA COLA CO | $312.81万 | 0.17% | 38,490 | -269 | -0.7% | -$2.19万 | 减仓 |