13F 机构持仓

LBMC INVESTMENT ADVISORS, LLC

BRENTWOOD TN · SEC CIK 0001536924

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$18.45亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 16.7%
RSP 15.5%
IWM 10.7%
HDV 3.8%
IEFA 3.3%
EFA 2.9%
IBHH 2.5%
IBHG 2.2%
DVY 2.1%
IBHI 2.1%

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
CTVA CORTEVA INC $30.03万0.02%3,587 00.0% — 不变
URA GLOBAL X FDS $29.73万0.02%6,138 4628.1% $2.24万 加仓
FBK FB FINL CORP $29.16万0.02%5,614 50.1% $260 加仓
NUE NUCOR CORP $28.75万0.02%1,700 00.0% — 不变
XLY SELECT SECTOR SPDR TR $28.71万0.02%2,634 00.0% — 不变
SHLD GLOBAL X FDS $28.40万0.02%4,008 130.3% $921 加仓
APLD APPLIED DIGITAL CORP $28.32万0.02%11,930 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $28.31万0.02%5,640 -237-4.0% -$1.19万 减仓
ET ENERGY TRANSFER L P $26.72万0.02%13,845 690.5% $1,332 加仓
FCX FREEPORT MCMORAN INC $24.98万0.02%4,250 00.0% — 不变
TXN TEXAS INSTRS INC $24.97万0.02%1,286 453.6% $8,736 加仓
PFF ISHARES TR $23.70万0.01%7,816 -3,190-29.0% -$9.67万 减仓
URI UNITED RENTALS INC $23.68万0.01%325 00.0% — 不变
TJX TJX COS INC NEW $23.38万0.01%1,464 00.0% — 不变
VUG VANGUARD INDEX FDS $23.19万0.01%531 -10-1.8% -$4,368 减仓
MSTR STRATEGY INC $23.19万0.01%1,858 181.0% $2,246 加仓
AXP AMERICAN EXPRESS CO $22.69万0.01%750 00.0% — 不变
PRU PRUDENTIAL FINL INC $22.44万0.01%2,297 00.0% — 不变
TMFC RBB FD INC $22.19万0.01%3,364 00.0% — 不变
OEF ISHARES TR $22.16万0.01%697 00.0% — 不变
CFO VICTORY PORTFOLIOS II $21.30万0.01%2,872 00.0% — 不变
Q QNITY ELECTRONICS INC $20.69万0.01%1,793 1,793— $20.69万 新建仓
APH AMPHENOL CORP $20.47万0.01%1,620 281.8% $3,538 加仓
VOOG VANGUARD ADMIRAL FDS INC $20.44万0.01%501 00.0% — 不变
SCHC SCHWAB STRATEGIC TR $20.28万0.01%4,339 4,339— $20.28万 新建仓
DUK DUKE ENERGY CORP NEW $20.18万0.01%1,541 -1,154-42.8% -$15.11万 减仓
IBTK ISHARES TR $19.90万0.01%10,090 10,090— $19.90万 新建仓
— LISTED FDS TR $15.66万0.01%36,834 36,834— $15.66万 新建仓
IBRX IMMUNITYBIO INC $14.57万0.01%19,000 19,000— $14.57万 新建仓
F FORD MTR CO $13.74万0.01%11,911 550.5% $635 加仓
— PINNACLE FINL PARTNERS INC $00.00%0 -18,463-100.0% -$176.15万 清仓
PM PHILIP MORRIS INTL INC $00.00%0 —— — 申报中断
VXUS VANGUARD STAR FDS $00.00%0 -4,307-100.0% -$32.49万 清仓
CRM SALESFORCE INC $00.00%0 -1,028-100.0% -$27.23万 清仓
LUV SOUTHWEST AIRLS CO $00.00%0 -6,336-100.0% -$26.18万 清仓
HRB BLOCK H & R INC $00.00%0 -5,000-100.0% -$21.79万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -2,518-100.0% -$20.65万 清仓
RVTY REVVITY INC $00.00%0 —— — 申报中断
PYPL PAYPAL HLDGS INC $00.00%0 -3,500-100.0% -$20.43万 清仓