LRI Investments, LLC
PALM BEACH GARDENS FL · SEC CIK 0002023325
$13.63亿2026Q2 申报市值
1,953持仓数
49.9%前十大占比 · 第一大 16.9%
565 / 68新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFAX 加仓+$772.56万
DIMENSIONAL US C 加仓+$675.76万
XOM 新建仓+$446.06万
IGV 新建仓+$168.95万
DIMENSIONAL US R 加仓+$148.08万
2026Q2 卖出最多 按季末市值估算
VBIL 减仓-$795.77万
EXXON MOBIL CORP 清仓-$578.09万
IWF 减仓-$190.03万
AGO 减仓-$182.41万
ARTY 减仓-$179.47万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -34,073 | -100.0% | -$578.09万 | 清仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $0 | 0.00% | 0 | -14,283 | -100.0% | -$71.14万 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -2,420 | -100.0% | -$8.50万 | 清仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $0 | 0.00% | 0 | -682 | -100.0% | -$6.87万 | 清仓 |
| — | WHEELS UP EXPERIENCE INC COM CL A | $0 | 0.00% | 0 | -59,000 | -100.0% | -$3.05万 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -1,041 | -100.0% | -$2.69万 | 清仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $0 | 0.00% | 0 | -391 | -100.0% | -$2.68万 | 清仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $0 | 0.00% | 0 | -668 | -100.0% | -$1.68万 | 清仓 |
| PINS | PINTEREST INC CL A | $0 | 0.00% | 0 | -791 | -100.0% | -$1.45万 | 清仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $0 | 0.00% | 0 | -448 | -100.0% | -$1.30万 | 清仓 |
| UTI | UNIVERSAL TECHNICAL INST INC COM | $0 | 0.00% | 0 | -335 | -100.0% | -$1.21万 | 清仓 |
| — | AIR LEASE CORP CL A | $0 | 0.00% | 0 | -182 | -100.0% | -$1.18万 | 清仓 |
| — | SEALED AIR CORP NEW COM | $0 | 0.00% | 0 | -260 | -100.0% | -$1.09万 | 清仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $0 | 0.00% | 0 | -185 | -100.0% | -$9,365 | 清仓 |
| GPGI | GPGI INC COM CL A | $0 | 0.00% | 0 | -525 | -100.0% | -$8,978 | 清仓 |
| PEB | PEBBLEBROOK HOTEL TR COM | $0 | 0.00% | 0 | -696 | -100.0% | -$8,790 | 清仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $0 | 0.00% | 0 | -261 | -100.0% | -$7,961 | 清仓 |
| CCI | CROWN CASTLE INC COM | $0 | 0.00% | 0 | -94 | -100.0% | -$7,643 | 清仓 |
| LOMA | LOMA NEGRA C I A S A MTN 144A SPONSORED ADS | $0 | 0.00% | 0 | -665 | -100.0% | -$7,375 | 清仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $0 | 0.00% | 0 | -107 | -100.0% | -$7,306 | 清仓 |
| PHIN | PHINIA INC COMMON STOCK | $0 | 0.00% | 0 | -103 | -100.0% | -$7,049 | 清仓 |
| TDAY | USA TODAY CO INC COM | $0 | 0.00% | 0 | -895 | -100.0% | -$6,310 | 清仓 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $0 | 0.00% | 0 | -416 | -100.0% | -$5,841 | 清仓 |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$5,764 | 清仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSPIT COM | $0 | 0.00% | 0 | -153 | -100.0% | -$5,605 | 清仓 |
| — | TRI POINTE HOMES INC COM | $0 | 0.00% | 0 | -114 | -100.0% | -$5,327 | 清仓 |
| ARLO | ARLO TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -365 | -100.0% | -$5,194 | 清仓 |
| STOK | STOKE THERAPEUTICS INC COM | $0 | 0.00% | 0 | -146 | -100.0% | -$4,754 | 清仓 |
| PRKS | UNITED PARKS & RESORTS INC COM | $0 | 0.00% | 0 | -143 | -100.0% | -$4,671 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $0 | 0.00% | 0 | -98 | -100.0% | -$4,549 | 清仓 |
| QTWO | Q2 HLDGS INC COM | $0 | 0.00% | 0 | -96 | -100.0% | -$4,541 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $0 | 0.00% | 0 | -31 | -100.0% | -$4,428 | 清仓 |
| LMB | LIMBACH HLDGS INC COM | $0 | 0.00% | 0 | -46 | -100.0% | -$3,590 | 清仓 |
| — | HOLOGIC INC COM | $0 | 0.00% | 0 | -44 | -100.0% | -$3,326 | 清仓 |
| TIPT | TIPTREE INC COM | $0 | 0.00% | 0 | -190 | -100.0% | -$3,215 | 清仓 |
| EPAC | ENERPAC TOOL GROUP CORP CL A COM | $0 | 0.00% | 0 | -86 | -100.0% | -$3,136 | 清仓 |
| DAVE | DAVE INC CLASS A COM NEW | $0 | 0.00% | 0 | -18 | -100.0% | -$3,134 | 清仓 |
| INSE | INSPIRED ENTMT INC COM | $0 | 0.00% | 0 | -429 | -100.0% | -$3,059 | 清仓 |
| SXI | STANDEX INTL CORP COM | $0 | 0.00% | 0 | -12 | -100.0% | -$3,058 | 清仓 |
| TARS | TARSUS PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -41 | -100.0% | -$2,876 | 清仓 |
| NXDR | NEXTDOOR HOLDINGS INC COM CL A | $0 | 0.00% | 0 | -1,700 | -100.0% | -$2,380 | 清仓 |
| MDXG | MIMEDX GROUP INC COM | $0 | 0.00% | 0 | -580 | -100.0% | -$2,291 | 清仓 |
| ATRC | ATRICURE INC COM | $0 | 0.00% | 0 | -78 | -100.0% | -$2,225 | 清仓 |
| ENPH | ENPHASE ENERGY INC COM | $0 | 0.00% | 0 | -58 | -100.0% | -$2,193 | 清仓 |
| IONQ | IONQ INC COM | $0 | 0.00% | 0 | -71 | -100.0% | -$2,047 | 清仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $0 | 0.00% | 0 | -22 | -100.0% | -$2,034 | 清仓 |
| ASTH | ASTRANA HEALTH INC COM NEW | $0 | 0.00% | 0 | -81 | -100.0% | -$1,986 | 清仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $0 | 0.00% | 0 | -51 | -100.0% | -$1,797 | 清仓 |
| VLRS | CONTROLADORA VUELA COMP DE AVI SPON ADR RP 10 | $0 | 0.00% | 0 | -235 | -100.0% | -$1,702 | 清仓 |
| XPOF | XPONENTIAL FITNESS INC COM CL A | $0 | 0.00% | 0 | -250 | -100.0% | -$1,505 | 清仓 |
| MNDY | MONDAY COM LTD SHS | $0 | 0.00% | 0 | -20 | -100.0% | -$1,382 | 清仓 |
| AVAV | AEROVIRONMENT INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$1,281 | 清仓 |
| CCOI | COGENT COMM HOLDINGS INC COM NEW | $0 | 0.00% | 0 | -57 | -100.0% | -$1,074 | 清仓 |
| MSTR | STRATEGY INC CL A NEW | $0 | 0.00% | 0 | -8 | -100.0% | -$998 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC COM | $0 | 0.00% | 0 | -248 | -100.0% | -$873 | 清仓 |
| UUUU | ENERGY FUELS INC COM NEW | $0 | 0.00% | 0 | -42 | -100.0% | -$767 | 清仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $0 | 0.00% | 0 | -83 | -100.0% | -$724 | 清仓 |
| — | OPEN LENDING CORP COM | $0 | 0.00% | 0 | -575 | -100.0% | -$719 | 清仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $0 | 0.00% | 0 | -7 | -100.0% | -$582 | 清仓 |
| — | SOLENO THERAPEUTICS INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$502 | 清仓 |
| VKTX | VIKING THERAPEUTICS INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$488 | 清仓 |
| HUBS | HUBSPOT INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$488 | 清仓 |
| — | ARCELLX INC COMMON STOCK | $0 | 0.00% | 0 | -4 | -100.0% | -$459 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $0 | 0.00% | 0 | -18 | -100.0% | -$410 | 清仓 |
| FSLY | FASTLY INC CL A | $0 | 0.00% | 0 | -5 | -100.0% | -$145 | 清仓 |
| — | GABELLI EQUITY TR INC RT EXP 041426 | $0 | 0.00% | 0 | -16,350 | -100.0% | -$114 | 清仓 |
| — | NEKTAR THERAPEUTICS COM NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$72 | 清仓 |
| — | MSP RECOVERY INC COM NEW CL A | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ALTAMIRA THERAPEUTICS LTD SHS | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC COM | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BBW | BUILD-A-BEAR WORKSHOP INC COM | $5 | 0.00% | 0 | -108 | -100.0% | -$4,037 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION COM CL A | $5 | 0.00% | 2 | 2 | — | $5 | 新建仓 |
| — | EDESA BIOTECH INC COM NEW | $8 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VERX | VERTEX INC CL A | $11 | 0.00% | 1 | 1 | — | $11 | 新建仓 |
| — | FILANA THERAPEUTICS INC COM | $12 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | ABUNDIA GLOBAL IMPACT GROUP COM SHS | $12 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | XEROX HOLDINGS CORP WT EXP 021128 | $16 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $18 | 0.00% | 6 | 6 | — | $18 | 新建仓 |
| SRPT | SAREPTA THERAPEUTICS INC COM | $18 | 0.00% | 1 | 1 | — | $18 | 新建仓 |
| FRSH | FRESHWORKS INC CLASS A COM | $20 | 0.00% | 2 | 2 | — | $20 | 新建仓 |
| DYN | DYNE THERAPEUTICS INC COM | $22 | 0.00% | 1 | 1 | — | $22 | 新建仓 |
| AMBP | ARDAGH METAL PACKAGING S A SHS | $24 | 0.00% | 5 | 5 | — | $24 | 新建仓 |
| PAY | PAYMENTUS HOLDINGS INC COM CL A | $24 | 0.00% | 1 | 1 | — | $24 | 新建仓 |
| CVI | CVR ENERGY INC COM | $28 | 0.00% | 1 | 1 | — | $28 | 新建仓 |
| GLOB | GLOBANT S A COM | $29 | 0.00% | 1 | 1 | — | $29 | 新建仓 |
| BVN | COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR | $29 | 0.00% | 1 | 1 | — | $29 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $30 | 0.00% | 5 | 5 | — | $30 | 新建仓 |
| BLKB | BLACKBAUD INC COM | $30 | 0.00% | 1 | 1 | — | $30 | 新建仓 |
| CTRI | CENTURI HOLDINGS INC COM SHS | $30 | 0.00% | 1 | 1 | — | $30 | 新建仓 |
| ZG | ZILLOW GROUP INC CL A | $31 | 0.00% | 1 | 1 | — | $31 | 新建仓 |
| DHT | DHT HOLDINGS INC SHS NEW | $33 | 0.00% | 2 | 2 | — | $33 | 新建仓 |
| NCNO | NCINO INC COM | $33 | 0.00% | 2 | 2 | — | $33 | 新建仓 |
| HG | HAMILTON INSURANCE GROUP LTD. CL B | $34 | 0.00% | 1 | 1 | — | $34 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC COM | $34 | 0.00% | 1 | 1 | — | $34 | 新建仓 |
| HGTY | HAGERTY INC CL A COM | $36 | 0.00% | 3 | 3 | — | $36 | 新建仓 |
| — | CRINETICS PHARMACEUTICALS INC COM | $37 | 0.00% | 1 | 1 | — | $37 | 新建仓 |
| IDYA | IDEAYA BIOSCIENCES INC COM | $37 | 0.00% | 1 | 1 | — | $37 | 新建仓 |
| CALX | CALIX INC COM | $37 | 0.00% | 1 | 1 | — | $37 | 新建仓 |
| MGNI | MAGNITE INC COM | $38 | 0.00% | 2 | 2 | — | $38 | 新建仓 |
| PLUG | PLUG PWR INC COM NEW | $38 | 0.00% | 14 | -214 | -93.9% | -$581 | 重新持有 |