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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $113.17万 | 0.07% | 9,979 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $109.66万 | 0.07% | 3,246 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $108.25万 | 0.07% | 8,999 | 59 | 0.7% | $7,097 | 加仓 |
| BX | BLACKSTONE INC | $107.87万 | 0.07% | 9,381 | 116 | 1.3% | $1.33万 | 加仓 |
| SHOP | SHOPIFY INC | $106.16万 | 0.06% | 8,950 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $105.27万 | 0.06% | 15,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $101.87万 | 0.06% | 1,167 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $93.84万 | 0.06% | 4,715 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $92.67万 | 0.06% | 11,943 | 4 | 0.0% | $310 | 加仓 |
| WFC | WELLS FARGO & CO | $92.56万 | 0.06% | 11,626 | -101 | -0.9% | -$8,041 | 减仓 |
| VTI | VANGUARD INDEX FDS | $91.94万 | 0.06% | 2,866 | 1 | 0.0% | $321 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $90.07万 | 0.05% | 23,048 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $89.75万 | 0.05% | 39,418 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $86.90万 | 0.05% | 2,038 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $86.45万 | 0.05% | 6,549 | 78 | 1.2% | $1.03万 | 加仓 |
| BAC | BANK AMERICA CORP | $86.03万 | 0.05% | 17,647 | -2,910 | -14.2% | -$14.19万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $83.38万 | 0.05% | 5,687 | 0 | 0.0% | — | 不变 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $83.27万 | 0.05% | 16,748 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $82.77万 | 0.05% | 3,849 | 188 | 5.1% | $4.04万 | 加仓 |
| TSLA | TESLA INC | $82.75万 | 0.05% | 2,226 | 207 | 10.3% | $7.70万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $79.86万 | 0.05% | 20,786 | -1,845 | -8.2% | -$7.09万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $79.86万 | 0.05% | 16,321 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $75.66万 | 0.05% | 894 | 19 | 2.2% | $1.61万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $74.60万 | 0.05% | 7,190 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $74.20万 | 0.05% | 33,298 | 9,005 | 37.1% | $20.07万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $73.84万 | 0.05% | 13,050 | -557 | -4.1% | -$3.15万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $73.33万 | 0.04% | 28,075 | 185 | 0.7% | $4,832 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $70.87万 | 0.04% | 21,854 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $68.72万 | 0.04% | 3,302 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $67.69万 | 0.04% | 14,429 | 840 | 6.2% | $3.94万 | 加仓 |
| ETN | EATON CORP PLC | $67.39万 | 0.04% | 1,884 | -27 | -1.4% | -$9,657 | 减仓 |
| — | FIS TR | $66.87万 | 0.04% | 20,780 | 20,780 | — | $66.87万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $65.27万 | 0.04% | 4,328 | 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 |
| MDB | MONGODB INC | $61.19万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $60.90万 | 0.04% | 3,922 | 94 | 2.5% | $1.46万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $60.44万 | 0.04% | 4,548 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $60.19万 | 0.04% | 1,892 | -77 | -3.9% | -$2.45万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $60.12万 | 0.04% | 2,222 | 1,083 | 95.1% | $29.30万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $60.08万 | 0.04% | 1,297 | 1 | 0.1% | $463 | 加仓 |
| IBTH | ISHARES TR | $59.22万 | 0.04% | 26,400 | 8,890 | 50.8% | $19.94万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.13万 | 0.04% | 4,042 | 750 | 22.8% | $10.97万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $58.79万 | 0.04% | 2,474 | 991 | 66.8% | $23.55万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $57.78万 | 0.04% | 23,346 | 862 | 3.8% | $2.13万 | 加仓 |
| IBDY | ISHARES TR | $55.24万 | 0.03% | 21,370 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $54.81万 | 0.03% | 23,920 | 8,730 | 57.5% | $20.00万 | 加仓 |
| IDV | ISHARES TR | $54.76万 | 0.03% | 12,866 | -531 | -4.0% | -$2.26万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $53.77万 | 0.03% | 8,610 | 17 | 0.2% | $1,062 | 加仓 |
| ABT | ABBOTT LABORATORIES | $52.90万 | 0.03% | 5,152 | -52 | -1.0% | -$5,339 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $51.37万 | 0.03% | 6,552 | -323 | -4.7% | -$2.53万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $51.04万 | 0.03% | 1,750 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $48.94万 | 0.03% | 5,269 | -163 | -3.0% | -$1.51万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $46.73万 | 0.03% | 16,070 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $46.25万 | 0.03% | 2,539 | 65 | 2.6% | $1.18万 | 加仓 |
| MS | MORGAN STANLEY | $46.19万 | 0.03% | 2,807 | 43 | 1.6% | $7,077 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $45.21万 | 0.03% | 7,455 | 97 | 1.3% | $5,883 | 加仓 |
| QLD | PROSHARES TR | $43.38万 | 0.03% | 7,112 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $42.30万 | 0.03% | 751 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $42.03万 | 0.03% | 4,472 | 84 | 1.9% | $7,894 | 加仓 |
| QVAL | EA SERIES TRUST | $41.71万 | 0.03% | 8,000 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $41.67万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $41.55万 | 0.03% | 1,048 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $41.51万 | 0.03% | 2,247 | -22 | -1.0% | -$4,064 | 减仓 |
| VMC | VULCAN MATLS CO | $40.84万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $40.37万 | 0.02% | 18,250 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $40.15万 | 0.02% | 7,720 | -291 | -3.6% | -$1.51万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $39.29万 | 0.02% | 4,267 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $39.18万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $39.14万 | 0.02% | 5,205 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $39.09万 | 0.02% | 13,922 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $38.84万 | 0.02% | 2,661 | 2 | 0.1% | $292 | 加仓 |
| FDX | FEDEX CORP | $38.82万 | 0.02% | 1,090 | 0 | 0.0% | — | 不变 |
| IBDZ | ISHARES TR | $38.05万 | 0.02% | 14,600 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $37.83万 | 0.02% | 8,571 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $37.39万 | 0.02% | 1,654 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $37.23万 | 0.02% | 8,098 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $37.21万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $37.17万 | 0.02% | 8,000 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $37.02万 | 0.02% | 2,309 | 200 | 9.5% | $3.21万 | 加仓 |
| GM | GENERAL MTRS CO | $36.51万 | 0.02% | 4,900 | -1,504 | -23.5% | -$11.20万 | 减仓 |
| RY | ROYAL BK CDA | $36.47万 | 0.02% | 2,254 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $35.89万 | 0.02% | 1,050 | 0 | 0.0% | — | 不变 |
| CHCO | CITY HLDG CO | $35.86万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $35.48万 | 0.02% | 3,649 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $35.24万 | 0.02% | 1,134 | 49 | 4.5% | $1.52万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $35.14万 | 0.02% | 6,636 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $35.07万 | 0.02% | 815 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $34.61万 | 0.02% | 1,638 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $34.29万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $34.19万 | 0.02% | 3,878 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $33.42万 | 0.02% | 8,735 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $32.73万 | 0.02% | 7,061 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $32.68万 | 0.02% | 1,338 | -71 | -5.0% | -$1.73万 | 减仓 |
| KRE | SPDR SERIES TRUST | $32.58万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| IBTJ | ISHARES TR | $32.17万 | 0.02% | 14,726 | 14,726 | — | $32.17万 | 新建仓 |
| IIIV | I3 VERTICALS INC | $32.03万 | 0.02% | 14,326 | 3,876 | 37.1% | $8.67万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $31.98万 | 0.02% | 3,310 | 4 | 0.1% | $386 | 加仓 |
| T | AT&T INC | $31.13万 | 0.02% | 10,738 | -488 | -4.3% | -$1.41万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $30.79万 | 0.02% | 2,132 | -118 | -5.2% | -$1.70万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $30.13万 | 0.02% | 7,961 | 0 | 0.0% | — | 不变 |