Lbmc Investment Advisors, LLC 13F 持仓 · 2026年Q2
Lbmc Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 245 只证券，申报市值合计 18.45 亿美元。前几大持仓：IVV（16.87%）、RSP（15.21%）、IWM（11.44%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $311.2M | 16.87% | 415,571 | 减持 |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $280.6M | 15.21% | 1.3M | 减持 |
| 3 | IWM | ISHARES TR | $211.2M | 11.44% | 702,868 | 减持 |
| 4 | HDV | ISHARES TR | $63.2M | 3.43% | 2.3M | 增持 |
| 5 | IEFA | ISHARES TR | $60.1M | 3.26% | 622,624 | 增持 |
| 6 | EFA | ISHARES TR | $50.5M | 2.74% | 486,616 | 减持 |
| 7 | IBHH | ISHARES TR | $45.5M | 2.47% | 1.9M | 增持 |
| 8 | IBHI | ISHARES TR | $40.0M | 2.17% | 1.7M | 增持 |
| 9 | IBHG | ISHARES TR | $39.1M | 2.12% | 1.8M | 增持 |
| 10 | DVY | ISHARES TR | $36.1M | 1.96% | 231,257 | 增持 |
| 11 | IBHJ | ISHARES TR | $31.5M | 1.71% | 1.2M | 增持 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $31.0M | 1.68% | 435,092 | 增持 |
| 13 | VYM | VANGUARD WHITEHALL FDS | $29.1M | 1.58% | 184,044 | 增持 |
| 14 | IJR | ISHARES TR | $28.1M | 1.52% | 189,650 | 增持 |
| 15 | IBHF | ISHARES TR | $26.3M | 1.43% | 1.2M | 增持 |
| 16 | AAPL | APPLE INC | $18.0M | 0.98% | 62,360 | 减持 |
| 17 | VTWO | VANGUARD SCOTTSDALE FDS | $18.1M | 0.98% | 149,225 | 减持 |
| 18 | VOO | VANGUARD INDEX FDS | $17.3M | 0.94% | 25,231 | 减持 |
| 19 | IBHK | ISHARES TR | $17.2M | 0.93% | 665,633 | 增持 |
| 20 | HCA | HCA HEALTHCARE INC | $16.9M | 0.91% | 43,301 | 增持 |
| 21 | ICF | ISHARES TR | $16.1M | 0.87% | 238,394 | 减持 |
| 22 | IVW | ISHARES TR | $15.5M | 0.84% | 112,572 | 减持 |
| 23 | IBMP | ISHARES TR | $14.9M | 0.81% | 584,924 | 增持 |
| 24 | IBMQ | ISHARES TR | $14.8M | 0.80% | 577,987 | 增持 |
| 25 | VO | VANGUARD INDEX FDS | $13.8M | 0.75% | 171,084 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR