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 |
|---|---|---|---|---|---|---|---|---|
| IBDS | ISHARES TR | $628.32万 | 0.38% | 259,209 | 15,687 | 6.4% | $38.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $640.49万 | 0.39% | 17,303 | 312 | 1.8% | $11.55万 | 加仓 |
| AMZN | AMAZON COM INC | $693.49万 | 0.42% | 33,298 | -326 | -1.0% | -$6.79万 | 减仓 |
| IBMS | ISHARES TR | $695.20万 | 0.42% | 269,144 | 63,353 | 30.8% | $163.64万 | 加仓 |
| IBDU | ISHARES TR | $715.41万 | 0.44% | 307,572 | 33,708 | 12.3% | $78.40万 | 加仓 |
| IEMG | ISHARES INC | $771.77万 | 0.47% | 110,648 | 2 | 0.0% | $140 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $777.57万 | 0.47% | 143,861 | 4,600 | 3.3% | $24.86万 | 加仓 |
| GOOG | ALPHABET INC | $778.40万 | 0.47% | 27,135 | 97 | 0.4% | $2.78万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $817.50万 | 0.50% | 92,164 | -490 | -0.5% | -$4.35万 | 减仓 |
| IVE | ISHARES TR | $886.36万 | 0.54% | 41,978 | -2,327 | -5.3% | -$49.13万 | 减仓 |
| AOA | ISHARES TR | $1,118.70万 | 0.68% | 126,421 | 1,597 | 1.3% | $14.13万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,227.38万 | 0.75% | 42,739 | -1,620 | -3.7% | -$46.52万 | 减仓 |
| IBMR | ISHARES TR | $1,235.80万 | 0.75% | 487,494 | 68,082 | 16.2% | $172.59万 | 加仓 |
| — | ISHARES TR | $1,235.88万 | 0.75% | 485,609 | 62,473 | 14.8% | $158.99万 | 加仓 |
| IDU | ISHARES TR | $1,241.04万 | 0.76% | 106,885 | -3,420 | -3.1% | -$39.71万 | 减仓 |
| IVW | ISHARES TR | $1,334.79万 | 0.81% | 118,008 | -9,384 | -7.4% | -$106.14万 | 减仓 |
| IBMO | ISHARES TR | $1,345.94万 | 0.82% | 525,143 | 9,413 | 1.8% | $24.13万 | 加仓 |
| IBMQ | ISHARES TR | $1,428.86万 | 0.87% | 559,681 | 41,279 | 8.0% | $105.39万 | 加仓 |
| IBMP | ISHARES TR | $1,441.75万 | 0.88% | 566,726 | 29,083 | 5.4% | $73.99万 | 加仓 |
| ICF | ISHARES TR | $1,480.73万 | 0.90% | 239,252 | -14,524 | -5.7% | -$89.89万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,496.39万 | 0.91% | 149,385 | -1,908 | -1.3% | -$19.11万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,511.04万 | 0.92% | 25,287 | 404 | 1.6% | $24.14万 | 加仓 |
| AAPL | APPLE INC | $1,589.35万 | 0.97% | 62,625 | -1,209 | -1.9% | -$30.68万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $2,049.13万 | 1.25% | 43,300 | -699 | -1.6% | -$33.08万 | 减仓 |
| IJR | ISHARES TR | $2,222.20万 | 1.36% | 178,762 | 1,947 | 1.1% | $24.20万 | 加仓 |
| — | ISHARES TR | $2,447.86万 | 1.49% | 933,587 | 123,918 | 15.3% | $324.91万 | 加仓 |
| IBHF | ISHARES TR | $2,579.19万 | 1.57% | 1,123,830 | 17,634 | 1.6% | $40.47万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,598.53万 | 1.58% | 175,457 | 1,827 | 1.1% | $27.06万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,766.95万 | 1.69% | 431,796 | 14,359 | 3.4% | $92.01万 | 加仓 |
| IBHI | ISHARES TR | $3,417.42万 | 2.08% | 1,467,776 | 116,195 | 8.6% | $270.54万 | 加仓 |
| DVY | ISHARES TR | $3,493.14万 | 2.13% | 230,707 | 1,594 | 0.7% | $24.13万 | 加仓 |
| IBHG | ISHARES TR | $3,577.57万 | 2.18% | 1,616,618 | 41,965 | 2.7% | $92.87万 | 加仓 |
| IBHH | ISHARES TR | $4,086.43万 | 2.49% | 1,741,128 | 28,131 | 1.6% | $66.02万 | 加仓 |
| EFA | ISHARES TR | $4,744.22万 | 2.89% | 488,440 | -1,666 | -0.3% | -$16.18万 | 减仓 |
| IEFA | ISHARES TR | $5,387.99万 | 3.29% | 595,160 | -2,518 | -0.4% | -$22.80万 | 减仓 |
| HDV | ISHARES TR | $6,221.41万 | 3.79% | 458,400 | 1,624 | 0.4% | $22.04万 | 加仓 |
| IWM | ISHARES TR | $1.75亿 | 10.66% | 704,809 | -4,465 | -0.6% | -$110.73万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2.54亿 | 15.49% | 1,323,360 | -8,773 | -0.7% | -$168.37万 | 减仓 |
| IVV | ISHARES TR | $2.75亿 | 16.74% | 420,340 | -7,073 | -1.7% | -$462.01万 | 减仓 |