13F 机构持仓

LBMC INVESTMENT ADVISORS, LLC

BRENTWOOD TN · SEC CIK 0001536924

2026Q22026Q1 更早 9 个季度 🔒
$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
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 16.9%
RSP 15.2%
IWM 11.4%
HDV 3.4%
IEFA 3.3%
EFA 2.7%
IBHH 2.5%
IBHI 2.2%
IBHG 2.1%
DVY 2.0%

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
MCD MCDONALDS CORP $30.57万0.02%1,131 -3-0.3% -$811 减仓
LITE LUMENTUM HLDGS INC $30.55万0.02%356 356— $30.55万 新建仓
CRWD CROWDSTRIKE HLDGS INC $30.45万0.02%399 399— $30.45万 新建仓
CTVA CORTEVA INC $30.38万0.02%3,587 00.0% — 不变
GLD SPDR GOLD TR $30.02万0.02%815 00.0% — 不变
CRDO CREDO TECHNOLOGY GROUP HOLDI $29.94万0.02%1,101 1,101— $29.94万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $29.70万0.02%622 622— $29.70万 新建仓
ET ENERGY TRANSFER L P $29.46万0.02%15,406 1,56111.3% $2.98万 加仓
Q QNITY ELECTRONICS INC $29.28万0.02%1,793 00.0% — 不变
ABNB AIRBNB INC $29.16万0.02%2,038 2,038— $29.16万 新建仓
APH AMPHENOL CORP $29.04万0.02%1,647 271.7% $4,761 加仓
PG PROCTER & GAMBLE CO $28.88万0.02%1,969 -163-7.6% -$2.39万 减仓
ALAB ASTERA LABS INC $27.44万0.01%568 568— $27.44万 新建仓
URA GLOBAL X FDS $27.31万0.01%6,250 1121.8% $4,894 加仓
ASML ASML HLDG NV $26.66万0.01%134 134— $26.66万 新建仓
PFE PFIZER INC $26.30万0.01%10,922 -3,000-21.5% -$7.22万 减仓
SMH VANECK ETF TRUST $26.24万0.01%400 400— $26.24万 新建仓
TMFC RBB FD INC $25.62万0.01%3,364 00.0% — 不变
OEF ISHARES TR $25.49万0.01%697 00.0% — 不变
AXP AMERICAN EXPRESS CO $25.37万0.01%750 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC $24.87万0.01%3,011 50.2% $413 加仓
BWXT BWX TECHNOLOGIES INC $24.55万0.01%1,261 1,261— $24.55万 新建仓
IWD ISHARES TR $24.47万0.01%1,009 1,009— $24.47万 新建仓
ARKG ARK ETF TR $24.42万0.01%5,805 5,805— $24.42万 新建仓
SHLD GLOBAL X FDS $23.93万0.01%4,008 00.0% — 不变
RVTY REVVITY INC $23.73万0.01%2,133 00.0% — 重新持有
CFO VICTORY PORTFOLIOS II $23.00万0.01%2,872 00.0% — 不变
PM PHILIP MORRIS INTL INC $22.88万0.01%1,265 -1,053-45.4% -$19.05万 重新持有
WSBC WESBANCO INC $22.51万0.01%5,768 5,768— $22.51万 新建仓
ARKQ ARK ETF TR $22.28万0.01%1,685 1,685— $22.28万 新建仓
MRVL MARVELL TECHNOLOGY INC $21.57万0.01%724 724— $21.57万 新建仓
UCB UNITED CMNTY BKS BLAIRSVLE G $21.43万0.01%6,107 6,107— $21.43万 新建仓
SCHE SCHWAB STRATEGIC TR $21.07万0.01%5,810 5,810— $21.07万 新建仓
SCHC SCHWAB STRATEGIC TR $20.88万0.01%4,339 00.0% — 不变
JIVE J P MORGAN EXCHANGE TRADED F $20.35万0.01%2,213 2,213— $20.35万 新建仓
IYR ISHARES TR $20.35万0.01%1,990 1,990— $20.35万 新建仓
JPST J P MORGAN EXCHANGE TRADED F $20.23万0.01%4,000 4,000— $20.23万 新建仓
XLI SELECT SECTOR SPDR TR $20.22万0.01%1,092 1,092— $20.22万 新建仓
UPS UNITED PARCEL SVCS INC $20.03万0.01%1,863 1,863— $20.03万 新建仓
IBTK ISHARES TR $19.72万0.01%10,090 00.0% — 不变
ETV EATON VANCE TAX-MANAGED BUY- $17.86万0.01%12,000 12,000— $17.86万 新建仓
IBRX IMMUNITYBIO INC $16.63万0.01%19,000 00.0% — 不变
F FORD MTR CO $16.62万0.01%11,955 440.4% $612 加仓
— 21SHARES SUI ETF $15.71万0.01%11,302 11,302— $15.71万 新建仓
ARDT ARDENT HEALTH INC $9.84万0.01%10,000 10,000— $9.84万 新建仓
SMCI SUPER MICRO COMPUTER INC $00.00%0 -39,418-100.0% -$89.75万 清仓
SNOW SNOWFLAKE INC $00.00%0 -4,328-100.0% -$65.27万 清仓
FBTC FIDELITY WISE ORIGIN BITCOIN $00.00%0 -10,850-100.0% -$64.05万 清仓
ADI ANALOG DEVICES INC $00.00%0 -1,892-100.0% -$60.19万 清仓
STX SEAGATE TECHNOLOGY HLDNGS PL $00.00%0 -1,000-100.0% -$39.18万 清仓
— HONEYWELL INTL INC $00.00%0 -1,654-100.0% -$37.39万 清仓
AMAT APPLIED MATLS INC $00.00%0 -1,050-100.0% -$35.89万 清仓
MPC MARATHON PETE CORP $00.00%0 -1,338-100.0% -$32.68万 清仓
T AT&T INC $00.00%0 -10,738-100.0% -$31.13万 清仓
FBK FB FINL CORP $00.00%0 -5,614-100.0% -$29.16万 清仓
APLD APPLIED DIGITAL CORP $00.00%0 -11,930-100.0% -$28.32万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -5,640-100.0% -$28.31万 清仓
TXN TEXAS INSTRS INC $00.00%0 -1,286-100.0% -$24.97万 清仓
PFF ISHARES TR $00.00%0 -7,816-100.0% -$23.70万 清仓
MSTR STRATEGY INC $00.00%0 -1,858-100.0% -$23.19万 清仓
PRU PRUDENTIAL FINL INC $00.00%0 -2,297-100.0% -$22.44万 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -1,541-100.0% -$20.18万 清仓
— LISTED FDS TR $00.00%0 -36,834-100.0% -$15.66万 清仓