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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2.75亿 | 16.74% | 420,340 | -7,073 | -1.7% | -$462.01万 | 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 |
| IWM | ISHARES TR | $1.75亿 | 10.66% | 704,809 | -4,465 | -0.6% | -$110.73万 | 减仓 |
| HDV | ISHARES TR | $6,221.41万 | 3.79% | 458,400 | 1,624 | 0.4% | $22.04万 | 加仓 |
| IEFA | ISHARES TR | $5,387.99万 | 3.29% | 595,160 | -2,518 | -0.4% | -$22.80万 | 减仓 |
| EFA | ISHARES TR | $4,744.22万 | 2.89% | 488,440 | -1,666 | -0.3% | -$16.18万 | 减仓 |
| IBHH | ISHARES TR | $4,086.43万 | 2.49% | 1,741,128 | 28,131 | 1.6% | $66.02万 | 加仓 |
| IBHG | ISHARES TR | $3,577.57万 | 2.18% | 1,616,618 | 41,965 | 2.7% | $92.87万 | 加仓 |
| DVY | ISHARES TR | $3,493.14万 | 2.13% | 230,707 | 1,594 | 0.7% | $24.13万 | 加仓 |
| IBHI | ISHARES TR | $3,417.42万 | 2.08% | 1,467,776 | 116,195 | 8.6% | $270.54万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,766.95万 | 1.69% | 431,796 | 14,359 | 3.4% | $92.01万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,598.53万 | 1.58% | 175,457 | 1,827 | 1.1% | $27.06万 | 加仓 |
| IBHF | ISHARES TR | $2,579.19万 | 1.57% | 1,123,830 | 17,634 | 1.6% | $40.47万 | 加仓 |
| — | ISHARES TR | $2,447.86万 | 1.49% | 933,587 | 123,918 | 15.3% | $324.91万 | 加仓 |
| IJR | ISHARES TR | $2,222.20万 | 1.36% | 178,762 | 1,947 | 1.1% | $24.20万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $2,049.13万 | 1.25% | 43,300 | -699 | -1.6% | -$33.08万 | 减仓 |
| AAPL | APPLE INC | $1,589.35万 | 0.97% | 62,625 | -1,209 | -1.9% | -$30.68万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,511.04万 | 0.92% | 25,287 | 404 | 1.6% | $24.14万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,496.39万 | 0.91% | 149,385 | -1,908 | -1.3% | -$19.11万 | 减仓 |
| ICF | ISHARES TR | $1,480.73万 | 0.90% | 239,252 | -14,524 | -5.7% | -$89.89万 | 减仓 |
| IBMP | ISHARES TR | $1,441.75万 | 0.88% | 566,726 | 29,083 | 5.4% | $73.99万 | 加仓 |
| IBMQ | ISHARES TR | $1,428.86万 | 0.87% | 559,681 | 41,279 | 8.0% | $105.39万 | 加仓 |
| IBMO | ISHARES TR | $1,345.94万 | 0.82% | 525,143 | 9,413 | 1.8% | $24.13万 | 加仓 |
| IVW | ISHARES TR | $1,334.79万 | 0.81% | 118,008 | -9,384 | -7.4% | -$106.14万 | 减仓 |
| IDU | ISHARES TR | $1,241.04万 | 0.76% | 106,885 | -3,420 | -3.1% | -$39.71万 | 减仓 |
| — | ISHARES TR | $1,235.88万 | 0.75% | 485,609 | 62,473 | 14.8% | $158.99万 | 加仓 |
| IBMR | ISHARES TR | $1,235.80万 | 0.75% | 487,494 | 68,082 | 16.2% | $172.59万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,227.38万 | 0.75% | 42,739 | -1,620 | -3.7% | -$46.52万 | 减仓 |
| AOA | ISHARES TR | $1,118.70万 | 0.68% | 126,421 | 1,597 | 1.3% | $14.13万 | 加仓 |
| IVE | ISHARES TR | $886.36万 | 0.54% | 41,978 | -2,327 | -5.3% | -$49.13万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $817.50万 | 0.50% | 92,164 | -490 | -0.5% | -$4.35万 | 减仓 |
| GOOG | ALPHABET INC | $778.40万 | 0.47% | 27,135 | 97 | 0.4% | $2.78万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $777.57万 | 0.47% | 143,861 | 4,600 | 3.3% | $24.86万 | 加仓 |
| IEMG | ISHARES INC | $771.77万 | 0.47% | 110,648 | 2 | 0.0% | $140 | 加仓 |
| IBDU | ISHARES TR | $715.41万 | 0.44% | 307,572 | 33,708 | 12.3% | $78.40万 | 加仓 |
| IBMS | ISHARES TR | $695.20万 | 0.42% | 269,144 | 63,353 | 30.8% | $163.64万 | 加仓 |
| AMZN | AMAZON COM INC | $693.49万 | 0.42% | 33,298 | -326 | -1.0% | -$6.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $640.49万 | 0.39% | 17,303 | 312 | 1.8% | $11.55万 | 加仓 |
| IBDS | ISHARES TR | $628.32万 | 0.38% | 259,209 | 15,687 | 6.4% | $38.03万 | 加仓 |
| IBDV | ISHARES TR | $616.76万 | 0.38% | 281,756 | 42,413 | 17.7% | $92.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $601.44万 | 0.37% | 12,551 | -20 | -0.2% | -$9,584 | 减仓 |
| IBDT | ISHARES TR | $589.07万 | 0.36% | 232,558 | 25,900 | 12.5% | $65.60万 | 加仓 |
| AFL | AFLAC INC | $577.68万 | 0.35% | 52,655 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $542.15万 | 0.33% | 95,465 | -2,783 | -2.8% | -$15.80万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $541.72万 | 0.33% | 118,669 | -101 | -0.1% | -$4,611 | 减仓 |
| IBDR | ISHARES TR | $512.49万 | 0.31% | 211,425 | -1,313 | -0.6% | -$3.18万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $471.52万 | 0.29% | 7,250 | -49 | -0.7% | -$3.19万 | 减仓 |
| GOOGL | ALPHABET INC | $455.76万 | 0.28% | 15,849 | -83 | -0.5% | -$2.39万 | 减仓 |
| AOR | ISHARES TR | $453.65万 | 0.28% | 70,497 | -2,157 | -3.0% | -$13.88万 | 减仓 |
| QQQ | INVESCO QQQ TR | $386.87万 | 0.24% | 6,703 | 328 | 5.1% | $18.93万 | 加仓 |
| META | META PLATFORMS INC | $383.64万 | 0.23% | 6,706 | 68 | 1.0% | $3.89万 | 加仓 |
| GRC | GORMAN RUPP CO | $379.71万 | 0.23% | 61,116 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $363.02万 | 0.22% | 53,757 | -12,073 | -18.3% | -$81.53万 | 减仓 |
| — | ISHARES TR | $356.91万 | 0.22% | 141,351 | 21,431 | 17.9% | $54.11万 | 加仓 |
| AOS | SMITH A O CORP | $348.94万 | 0.21% | 52,918 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $323.50万 | 0.20% | 126,036 | 27,766 | 28.3% | $71.27万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $323.33万 | 0.20% | 33,023 | -242 | -0.7% | -$2.37万 | 减仓 |
| LLY | ELI LILLY & CO | $321.37万 | 0.20% | 3,494 | 24 | 0.7% | $2.21万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $298.40万 | 0.18% | 16,357 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $294.76万 | 0.18% | 38,759 | -127 | -0.3% | -$9,658 | 减仓 |
| AON | AON PLC | $294.15万 | 0.18% | 9,113 | -278 | -3.0% | -$8.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $288.38万 | 0.18% | 16,535 | 966 | 6.2% | $16.85万 | 加仓 |
| HD | HOME DEPOT INC | $288.24万 | 0.18% | 8,764 | 858 | 10.9% | $28.22万 | 加仓 |
| VGT | VANGUARD WORLD FD | $271.29万 | 0.17% | 3,888 | 1,023 | 35.7% | $71.38万 | 加仓 |
| EUSA | ISHARES INC | $254.59万 | 0.16% | 25,016 | 13,729 | 121.6% | $139.72万 | 加仓 |
| SO | SOUTHERN CO | $254.50万 | 0.16% | 26,368 | -1,450 | -5.2% | -$14.00万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $251.39万 | 0.15% | 8,546 | -192 | -2.2% | -$5.65万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $242.95万 | 0.15% | 115,497 | 115,497 | — | $242.95万 | 新建仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $242.67万 | 0.15% | 111,907 | 111,907 | — | $242.67万 | 新建仓 |
| — | EXXON MOBIL CORP | $239.62万 | 0.15% | 14,124 | -282 | -2.0% | -$4.78万 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $233.10万 | 0.14% | 91,089 | 91,089 | — | $233.10万 | 新建仓 |
| CAT | CATERPILLAR INC | $225.72万 | 0.14% | 3,186 | 27 | 0.9% | $1.91万 | 加仓 |
| IBDW | ISHARES TR | $220.03万 | 0.13% | 105,125 | 23,258 | 28.4% | $48.68万 | 加仓 |
| QUS | SPDR SERIES TRUST | $208.46万 | 0.13% | 12,145 | -304 | -2.4% | -$5.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $207.06万 | 0.13% | 2,078 | 37 | 1.8% | $3.69万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $179.72万 | 0.11% | 70,093 | 0 | 0.0% | — | 不变 |
| DSPY | TEMA ETF TRUST | $171.14万 | 0.10% | 29,999 | 29,999 | — | $171.14万 | 新建仓 |
| ORCL | ORACLE CORP | $169.84万 | 0.10% | 11,545 | 576 | 5.3% | $8.47万 | 加仓 |
| AVGO | BROADCOM INC | $169.32万 | 0.10% | 5,470 | -1 | -0.0% | -$310 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $168.16万 | 0.10% | 12,158 | 104 | 0.9% | $1.44万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $167.79万 | 0.10% | 6,864 | -74 | -1.1% | -$1.81万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $167.20万 | 0.10% | 19,410 | 19,410 | — | $167.20万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $164.10万 | 0.10% | 58,923 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $162.09万 | 0.10% | 21,177 | 32 | 0.2% | $2,449 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $158.91万 | 0.10% | 71,054 | 71,054 | — | $158.91万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $156.96万 | 0.10% | 3,141 | 0 | 0.0% | — | 不变 |
| IBDX | ISHARES TR | $151.13万 | 0.09% | 59,808 | 10,663 | 21.7% | $26.95万 | 加仓 |
| IJK | ISHARES TR | $146.05万 | 0.09% | 14,515 | 4 | 0.0% | $402 | 加仓 |
| RTX | RTX CORPORATION | $141.03万 | 0.09% | 7,311 | 70 | 1.0% | $1.35万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $140.59万 | 0.09% | 6,911 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $137.88万 | 0.08% | 5,688 | -30 | -0.5% | -$7,272 | 减仓 |
| CVX | CHEVRON CORPORATION | $134.71万 | 0.08% | 6,511 | 530 | 8.9% | $10.97万 | 加仓 |
| GE | GE AEROSPACE | $133.96万 | 0.08% | 4,721 | -99 | -2.1% | -$2.81万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $129.26万 | 0.08% | 49,726 | 49,726 | — | $129.26万 | 新建仓 |
| ABBV | ABBVIE INC | $128.48万 | 0.08% | 5,907 | 1 | 0.0% | $217 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $127.79万 | 0.08% | 26,371 | 41 | 0.2% | $1,987 | 加仓 |
| DIS | DISNEY WALT CO | $122.62万 | 0.07% | 12,722 | 1 | 0.0% | $96 | 加仓 |
| WMT | WALMART INC | $116.63万 | 0.07% | 9,385 | -79 | -0.8% | -$9,818 | 减仓 |
| V | VISA INC | $115.00万 | 0.07% | 3,805 | 58 | 1.5% | $1.75万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $113.36万 | 0.07% | 9,872 | 9,872 | — | $113.36万 | 新建仓 |