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 |
|---|---|---|---|---|---|---|---|---|
| THRM | GENTHERM INC COM | $5,765 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC COM | $5,779 | 0.00% | 112 | -112 | -50.0% | -$5,779 | 减仓 |
| VLGEA | VILLAGE SUPER MKT INC CL A NEW | $5,779 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP COM | $5,781 | 0.00% | 125 | 25 | 25.0% | $1,156 | 加仓 |
| ARMK | ARAMARK COM | $5,804 | 0.00% | 102 | 17 | 20.0% | $967 | 加仓 |
| NXT | NEXTPOWER INC CLASS A COM | $5,838 | 0.00% | 49 | 9 | 22.5% | $1,072 | 加仓 |
| UMBF | UMB FINL CORP COM | $5,853 | 0.00% | 41 | 5 | 13.9% | $714 | 加仓 |
| VLY | VALLEY NATL BANCORP COM | $5,904 | 0.00% | 403 | -312 | -43.6% | -$4,571 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP COM | $5,943 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC COM CL A | $5,946 | 0.00% | 113 | -1,183 | -91.3% | -$6.22万 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $5,972 | 0.00% | 343 | 147 | 75.0% | $2,559 | 加仓 |
| NTR | NUTRIEN LTD COM | $5,983 | 0.00% | 95 | -59 | -38.3% | -$3,716 | 减仓 |
| NPO | ENPRO INC COM | $6,031 | 0.00% | 16 | -18 | -52.9% | -$6,785 | 减仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $6,065 | 0.00% | 149 | 41 | 38.0% | $1,669 | 加仓 |
| RHLD | RESOLUTE HLDGS MGMT INC COM | $6,071 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX CORP COM | $6,072 | 0.00% | 271 | 1 | 0.4% | $22 | 加仓 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $6,114 | 0.00% | 119 | 21 | 21.4% | $1,079 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $6,205 | 0.00% | 57 | 15 | 35.7% | $1,633 | 加仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $6,211 | 0.00% | 100 | -100 | -50.0% | -$6,211 | 减仓 |
| RVTY | REVVITY INC COM | $6,231 | 0.00% | 56 | 7 | 14.3% | $779 | 加仓 |
| RHI | ROBERT HALF INC. COM | $6,232 | 0.00% | 203 | 3 | 1.5% | $92 | 加仓 |
| POOL | POOL CORP COM | $6,232 | 0.00% | 29 | -301 | -91.2% | -$6.47万 | 重新持有 |
| WU | WESTERN UN CO COM | $6,245 | 0.00% | 811 | 19 | 2.4% | $146 | 加仓 |
| KNSL | KINSALE CAP GROUP INC COM | $6,266 | 0.00% | 19 | 17 | 850.0% | $5,606 | 重新持有 |
| UA | UNDER ARMOUR INC CL C | $6,295 | 0.00% | 1,012 | 12 | 1.2% | $75 | 加仓 |
| NEU | NEWMARKET CORP COM | $6,330 | 0.00% | 8 | 1 | 14.3% | $791 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $6,356 | 0.00% | 39 | 11 | 39.3% | $1,793 | 加仓 |
| KURA | KURA ONCOLOGY INC COM | $6,373 | 0.00% | 581 | 520 | 852.5% | $5,704 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $6,379 | 0.00% | 1,692 | -288 | -14.5% | -$1,086 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $6,408 | 0.00% | 35 | 10 | 40.0% | $1,831 | 加仓 |
| ESAB | ESAB CORPORATION COM | $6,411 | 0.00% | 65 | 3 | 4.8% | $296 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $6,424 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP COMMON STOCK | $6,441 | 0.00% | 77 | -58 | -43.0% | -$4,852 | 减仓 |
| UAA | UNDER ARMOUR INC CL A | $6,454 | 0.00% | 1,010 | -3,990 | -79.8% | -$2.55万 | 减仓 |
| HWKN | HAWKINS INC COM | $6,536 | 0.00% | 46 | 46 | — | $6,536 | 新建仓 |
| KOP | KOPPERS HOLDINGS INC COM | $6,555 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $6,580 | 0.00% | 752 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC CL C CAP STK | $6,588 | 0.00% | 209 | 209 | — | $6,588 | 新建仓 |
| ICLR | ICON PUB LTD CO SHS | $6,601 | 0.00% | 38 | -289 | -88.4% | -$5.02万 | 减仓 |
| RMBS | RAMBUS INC DEL COM | $6,637 | 0.00% | 50 | -21 | -29.6% | -$2,788 | 减仓 |
| HRL | HORMEL FOODS CORP COM | $6,674 | 0.00% | 269 | -156 | -36.7% | -$3,870 | 减仓 |
| GIB | CGI INC CL A SUB VTG | $6,720 | 0.00% | 104 | 104 | — | $6,720 | 新建仓 |
| ENVA | ENOVA INTL INC COM | $6,740 | 0.00% | 28 | -23 | -45.1% | -$5,536 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $6,801 | 0.00% | 626 | 20 | 3.3% | $217 | 加仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $6,802 | 0.00% | 1,248 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL CORPORATION COM | $6,815 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $6,824 | 0.00% | 131 | 8 | 6.5% | $417 | 加仓 |
| WCN | WASTE CONNECTIONS INC COM | $6,833 | 0.00% | 41 | -31 | -43.1% | -$5,166 | 减仓 |
| BDC | BELDEN INC COM | $6,835 | 0.00% | 57 | -1 | -1.7% | -$120 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $6,848 | 0.00% | 223 | -1,302 | -85.4% | -$4.00万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $6,910 | 0.00% | 41 | 5 | 13.9% | $843 | 加仓 |
| USFD | US FOODS HLDG CORP COM | $6,954 | 0.00% | 68 | -150 | -68.8% | -$1.53万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $6,986 | 0.00% | 338 | 6 | 1.8% | $124 | 加仓 |
| QDEL | QUIDELORTHO CORP COM | $7,006 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NPKI | NPK INTERNATIONAL INC COM SHS | $7,017 | 0.00% | 441 | 441 | — | $7,017 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC COM | $7,026 | 0.00% | 96 | 42 | 77.8% | $3,074 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $7,027 | 0.00% | 24 | 4 | 20.0% | $1,171 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $7,032 | 0.00% | 33 | 9 | 37.5% | $1,918 | 加仓 |
| CVBF | CVB FINL CORP COM | $7,036 | 0.00% | 312 | 9 | 3.0% | $203 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $7,072 | 0.00% | 44 | -8 | -15.4% | -$1,286 | 减仓 |
| ABM | ABM INDS INC COM | $7,123 | 0.00% | 161 | 3 | 1.9% | $133 | 加仓 |
| MTRN | MATERION CORP COM | $7,137 | 0.00% | 24 | -15 | -38.5% | -$4,461 | 减仓 |
| TM | TOYOTA MOTOR CORP ADS | $7,161 | 0.00% | 43 | 24 | 126.3% | $3,997 | 加仓 |
| FMC | FMC CORP COM NEW | $7,165 | 0.00% | 623 | 3 | 0.5% | $35 | 加仓 |
| CVE | CENOVUS ENERGY INC COM | $7,195 | 0.00% | 290 | 290 | — | $7,195 | 新建仓 |
| DT | DYNATRACE INC COM NEW | $7,201 | 0.00% | 164 | 2 | 1.2% | $88 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $7,202 | 0.00% | 200 | -2 | -1.0% | -$72 | 减仓 |
| EMBJ | EMBRAER S.A. SPONSORED ADS | $7,209 | 0.00% | 113 | 113 | — | $7,209 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC COM | $7,285 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF | $7,286 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| NOVT | NOVANTA INC COM | $7,301 | 0.00% | 45 | 45 | — | $7,301 | 新建仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $7,356 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| TNGX | TANGO THERAPEUTICS INC COM | $7,377 | 0.00% | 236 | 236 | — | $7,377 | 新建仓 |
| PPL | PPL CORP COM | $7,380 | 0.00% | 203 | -239 | -54.1% | -$8,689 | 减仓 |
| — | IZEA WORLDWIDE INC COM NEW | $7,400 | 0.00% | 2,000 | 2,000 | — | $7,400 | 新建仓 |
| NGS | NATURAL GAS SVCS GROUP INC COM | $7,420 | 0.00% | 172 | 172 | — | $7,420 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $7,439 | 0.00% | 22 | -1 | -4.3% | -$338 | 减仓 |
| VYX | NCR VOYIX CORPORATION COM | $7,443 | 0.00% | 911 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $7,456 | 0.00% | 303 | -389 | -56.2% | -$9,572 | 减仓 |
| TIC | TIC SOLUTIONS INC COM | $7,459 | 0.00% | 922 | -1 | -0.1% | -$8 | 减仓 |
| WAT | WATERS CORP COM | $7,501 | 0.00% | 20 | 5 | 33.3% | $1,875 | 加仓 |
| IHRT | IHEARTMEDIA INC COM CL A | $7,520 | 0.00% | 1,753 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC COM | $7,553 | 0.00% | 26 | 2 | 8.3% | $581 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $7,582 | 0.00% | 223 | 59 | 36.0% | $2,006 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $7,589 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $7,635 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD COM | $7,671 | 0.00% | 79 | 79 | — | $7,671 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $7,704 | 0.00% | 52 | -12 | -18.8% | -$1,778 | 减仓 |
| LEU | CENTRUS ENERGY CORP CL A | $7,722 | 0.00% | 46 | 1 | 2.2% | $168 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $7,747 | 0.00% | 367 | -241 | -39.6% | -$5,087 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $7,829 | 0.00% | 332 | 168 | 102.4% | $3,962 | 加仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $7,844 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC COM CL A | $7,849 | 0.00% | 52 | -34 | -39.5% | -$5,132 | 减仓 |
| BANF | BANCFIRST CORP COM | $7,890 | 0.00% | 71 | 71 | — | $7,890 | 新建仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $7,902 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $7,926 | 0.00% | 1,225 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP COM | $7,935 | 0.00% | 70 | 12 | 20.7% | $1,360 | 加仓 |
| LII | LENNOX INTL INC COM | $8,021 | 0.00% | 14 | 3 | 27.3% | $1,719 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $8,036 | 0.00% | 815 | 815 | — | $8,036 | 新建仓 |
| — | BANCROFT FD LTD COM | $8,039 | 0.00% | 309 | 0 | 0.0% | — | 不变 |