13F 机构持仓

LRI Investments, LLC

PALM BEACH GARDENS FL · SEC CIK 0002023325

2026Q22026Q1 更早 9 个季度 🔒
$12.28亿2026Q1 申报市值
1,415持仓数
50.2%前十大占比 · 第一大 18.5%
150 / 58新建仓 / 清仓
申报市值走势$13.63亿2026Q2
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

ARES 18.5%
DIMENSIONAL U. 7.3%
DIMENSIONAL US 5.8%
DFAX 4.4%
VEU 3.2%
DFAI 2.7%
DLN 2.4%
DWM 2.2%
DFUV 2.1%
DFIV 1.7%

2026Q1 买入最多 按季末市值估算

DIMENSIONAL US C 加仓+$1,928.44万
DFAX 加仓+$492.85万
DIMENSIONAL US R 加仓+$259.15万
IWF 加仓+$202.75万
DSTL 加仓+$97.97万

2026Q1 卖出最多 按季末市值估算

AGO 减仓-$1,032.20万
ARES 减仓-$476.82万
AVGO 减仓-$215.36万
GOOG 减仓-$174.09万
AAPL 减仓-$130.02万

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
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF $00.00%0 -22,000-100.0% -$78.41万 清仓
AZN ASTRAZENECA PLC SPONSORED ADR $00.00%0 -1,679-100.0% -$30.87万 清仓
YETI YETI HLDGS INC COM $00.00%0 —— — 申报中断
SKWD SKYWARD SPECIALTY INS GROUP IN COM $00.00%0 -3,308-100.0% -$16.91万 清仓
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND $00.00%0 -1,623-100.0% -$16.29万 清仓
IOO ISHARES GLOBAL 100 ETF $00.00%0 -1,263-100.0% -$16.00万 清仓
FORM FORMFACTOR INC COM $00.00%0 —— — 申报中断
MMYT MAKEMYTRIP LIMITED MAURITIUS SHS $00.00%0 -1,719-100.0% -$14.12万 清仓
HLMN HILLMAN SOLUTIONS CORP COM $00.00%0 -15,686-100.0% -$13.58万 清仓
LNTH LANTHEUS HLDGS INC COM $00.00%0 —— — 申报中断
WRB BERKLEY W R CORP COM $00.00%0 —— — 申报中断
FAF FIRST AMERN FINL CORP COM $00.00%0 —— — 申报中断
ALLE ALLEGION PLC ORD SHS $00.00%0 —— — 申报中断
ZWS ZURN ELKAY WATER SOLNS CORP COM $00.00%0 —— — 申报中断
PAYC PAYCOM SOFTWARE INC COM $00.00%0 —— — 申报中断
CDRE CADRE HLDGS INC COM $00.00%0 -2,728-100.0% -$11.14万 清仓
NSP INSPERITY INC COM $00.00%0 -2,786-100.0% -$10.79万 清仓
ULS UL SOLUTIONS INC CLASS A COM SHS $00.00%0 —— — 申报中断
VVX V2X INC COM $00.00%0 -1,933-100.0% -$10.54万 清仓
BSY BENTLEY SYS INC COM CL B $00.00%0 —— — 申报中断
LOPE GRAND CANYON ED INC COM $00.00%0 —— — 申报中断
AHCO ADAPTHEALTH CORP COMMON STOCK $00.00%0 -10,244-100.0% -$10.20万 清仓
TTAN SERVICETITAN INC SHS CL A $00.00%0 -839-100.0% -$8.94万 清仓
JKHY HENRY JACK & ASSOC INC COM $00.00%0 —— — 申报中断
RHP RYMAN HOSPITALITY PPTYS INC COM $00.00%0 -887-100.0% -$8.39万 清仓
TRMB TRIMBLE INC COM $00.00%0 —— — 申报中断
WSO WATSCO INC COM $00.00%0 —— — 申报中断
BJ BJS WHSL CLUB HLDGS INC COM $00.00%0 —— — 申报中断
POOL POOL CORP COM $00.00%0 —— — 申报中断
MSGK MADISON SQUARE GRDN SPRT CORP CL A $00.00%0 —— — 申报中断
IBOC INTERNATIONAL BANCSHARES CORP COM $00.00%0 —— — 申报中断
— HILLENBRAND INC COM $00.00%0 -2,103-100.0% -$6.67万 清仓
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF $00.00%0 -2,657-100.0% -$6.61万 清仓
THO THOR INDS INC COM $00.00%0 —— — 申报中断
INDB INDEPENDENT BK CORP MASS COM $00.00%0 —— — 申报中断
SITE SITEONE LANDSCAPE SUPPLY INC COM $00.00%0 —— — 申报中断
EHC ENCOMPASS HEALTH CORP COM $00.00%0 —— — 申报中断
EXPO EXPONENT INC COM $00.00%0 —— — 申报中断
IWV ISHARES RUSSELL 3000 ETF $00.00%0 -100-100.0% -$3.87万 清仓
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND $00.00%0 -600-100.0% -$3.10万 清仓
— BLACKROCK MUNI INCOME TR II COM $00.00%0 -2,779-100.0% -$2.90万 清仓
— CYBERARK SOFTWARE LTD SHS $00.00%0 -60-100.0% -$2.68万 清仓
LCII LCI INDS COM $00.00%0 —— — 申报中断
EFA ISHARES MSCI EAFE ETF $00.00%0 -200-100.0% -$1.92万 清仓
APA APA CORPORATION COM $00.00%0 —— — 申报中断
CHE CHEMED CORP NEW COM $00.00%0 —— — 申报中断
— DIMENSIONAL US VECTOR EQUITY ETF $00.00%0 -228-100.0% -$1.36万 清仓
U UNITY SOFTWARE INC COM $00.00%0 —— — 申报中断
DFNL DAVIS SELECT FINANCIAL ETF $00.00%0 -170-100.0% -$8,216 清仓
BRSL BRIGHTSTAR LOTTERY PLC SHS USD $00.00%0 -500-100.0% -$7,740 清仓
— TEGNA INC COM $00.00%0 -337-100.0% -$6,541 清仓
— CIVITAS RESOURCES INC COM NEW $00.00%0 -234-100.0% -$6,339 清仓
COGT COGENT BIOSCIENCES INC COM $00.00%0 -175-100.0% -$6,219 清仓
— ALLURION TECHNOLOGIES INC COMMON STOCK $00.00%0 -5,000-100.0% -$6,150 清仓
CHDN CHURCHILL DOWNS INC COM $00.00%0 -54-100.0% -$6,144 清仓
SEZL SEZZLE INC COM $00.00%0 —— — 申报中断
KMT KENNAMETAL INC COM $00.00%0 -183-100.0% -$5,199 清仓
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF $00.00%0 -72-100.0% -$5,144 清仓
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND $00.00%0 -129-100.0% -$4,885 清仓
FIW FIRST TRUST WATER ETF $00.00%0 -44-100.0% -$4,780 清仓
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF $00.00%0 -260-100.0% -$4,737 清仓
PFLD AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF $00.00%0 -223-100.0% -$4,363 清仓
INTA INTAPP INC COM $00.00%0 -77-100.0% -$3,534 清仓
EVTC EVERTEC INC COM $00.00%0 -115-100.0% -$3,345 清仓
KEX KIRBY CORP COM $00.00%0 —— — 申报中断
PRGS PROGRESS SOFTWARE CORP COM $00.00%0 —— — 申报中断
BRBR BELLRING BRANDS INC COMMON STOCK $00.00%0 -97-100.0% -$2,587 清仓
— TRUECAR INC COM $00.00%0 -1,102-100.0% -$2,491 清仓
CORT CORCEPT THERAPEUTICS INC COM $00.00%0 -63-100.0% -$2,192 清仓
— EXACT SCIENCES CORP COM $00.00%0 -18-100.0% -$1,828 清仓
CALF PACER US SMALL CAP CASH COWS ETF $00.00%0 -40-100.0% -$1,775 清仓
PATH UIPATH INC CL A $00.00%0 —— — 申报中断
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW $00.00%0 -36-100.0% -$977 清仓
GTLB GITLAB INC CLASS A COM $00.00%0 -24-100.0% -$901 清仓
ZS ZSCALER INC COM $00.00%0 —— — 申报中断
KNSL KINSALE CAP GROUP INC COM $00.00%0 —— — 申报中断
JOBY JOBY AVIATION INC COMMON STOCK $00.00%0 -48-100.0% -$634 清仓
RXST RXSIGHT INC COM $00.00%0 -58-100.0% -$604 清仓
CLPT CLEARPOINT NEURO INC COM $00.00%0 -42-100.0% -$575 清仓
P PURE STORAGE INC CL A $00.00%0 —— — 申报中断
QUBT QUANTUM COMPUTING INC COM $00.00%0 —— — 申报中断
LCID LUCID GROUP INC COM NEW $00.00%0 -50-100.0% -$529 清仓
RIOT RIOT PLATFORMS INC COM $00.00%0 —— — 申报中断
— FUBOTV INC CLASS A COM SHS $00.00%0 -199-100.0% -$501 清仓
QS QUANTUMSCAPE CORP COM CL A $00.00%0 —— — 申报中断
ACHR ARCHER AVIATION INC COM CL A $00.00%0 -66-100.0% -$496 清仓
EU ENCORE ENERGY CORP COM NEW $00.00%0 -197-100.0% -$489 清仓
DNUT KRISPY KREME INC COM $00.00%0 -120-100.0% -$482 清仓
PGY PAGAYA TECHNOLOGIES LTD CL A NEW $00.00%0 -23-100.0% -$481 清仓
RXRX RECURSION PHARMACEUTICALS INC CL A $00.00%0 -111-100.0% -$454 清仓
PLUG PLUG POWER INC COM NEW $00.00%0 —— — 申报中断
ALT ALTIMMUNE INC COM NEW $00.00%0 -123-100.0% -$444 清仓
CIFR CIPHER MINING INC COM $00.00%0 -28-100.0% -$413 清仓
SMR NUSCALE PWR CORP CL A COM $00.00%0 -29-100.0% -$411 清仓
CLSK CLEANSPARK INC COM NEW $00.00%0 —— — 申报中断
QGEN QIAGEN NV ORD SHARES $00.00%0 —— — 申报中断
FG F&G ANNUITIES & LIFE INC COMMON STOCK $00.00%0 —— — 申报中断
— FISCALNOTE HOLDINGS INC CL A NEW $00.00%0 -25-100.0% -$37 清仓
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF $00.00%0 -1-100.0% -$20 清仓
— MSP RECOVERY INC COM NEW CL A $00.00%1 00.0% — 不变