LRI Investments, LLC
PALM BEACH GARDENS FL · SEC CIK 0002023325
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $5.18万 | 0.00% | 1,525 | 1,341 | 728.8% | $4.55万 | 加仓 |
| DHI | D R HORTON INC COM | $5.18万 | 0.00% | 378 | -103 | -21.4% | -$1.41万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $5.31万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $5.31万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $5.31万 | 0.00% | 222 | -18 | -7.5% | -$4,309 | 减仓 |
| WY | WEYERHAEUSER CO COM NEW | $5.35万 | 0.00% | 2,189 | 1,616 | 282.0% | $3.95万 | 加仓 |
| JLL | JONES LANG LASALLE INC COM | $5.36万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $5.37万 | 0.00% | 87 | -445 | -83.6% | -$27.45万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW COM | $5.37万 | 0.00% | 1,068 | -178 | -14.3% | -$8,957 | 减仓 |
| FLS | FLOWSERVE CORP COM | $5.39万 | 0.00% | 733 | 733 | — | $5.39万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $5.45万 | 0.00% | 2,557 | -3,255 | -56.0% | -$6.94万 | 减仓 |
| AGNC | AGNC INVT CORP COM | $5.51万 | 0.00% | 5,496 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO COM | $5.57万 | 0.00% | 1,046 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $5.66万 | 0.00% | 1,440 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND COM | $5.71万 | 0.00% | 2,582 | 354 | 15.9% | $7,823 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $5.76万 | 0.00% | 282 | 18 | 6.8% | $3,675 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $5.79万 | 0.00% | 50 | 26 | 108.3% | $3.01万 | 重新持有 |
| D | DOMINION ENERGY INC COM | $5.85万 | 0.00% | 946 | 291 | 44.4% | $1.80万 | 加仓 |
| CMI | CUMMINS INC COM | $5.86万 | 0.00% | 109 | 3 | 2.8% | $1,614 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $5.90万 | 0.00% | 194 | -29 | -13.0% | -$8,818 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $5.99万 | 0.00% | 1,052 | 177 | 20.2% | $1.01万 | 加仓 |
| BP | BP PLC SPONSORED ADR | $6.00万 | 0.00% | 1,276 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $6.00万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC COM | $6.00万 | 0.00% | 226 | 26 | 13.0% | $6,906 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $6.07万 | 0.00% | 242 | 24 | 11.0% | $6,015 | 加仓 |
| ABVX | ABIVAX SA SPONSORED ADS | $6.07万 | 0.00% | 545 | 453 | 492.4% | $5.04万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $6.08万 | 0.00% | 1,070 | -88 | -7.6% | -$4,997 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $6.10万 | 0.00% | 2,025 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $6.11万 | 0.00% | 333 | 281 | 540.4% | $5.15万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $6.19万 | 0.01% | 564 | 558 | 9,300.0% | $6.13万 | 加仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $6.21万 | 0.01% | 2,498 | -3,165 | -55.9% | -$7.87万 | 减仓 |
| SNY | SANOFI SA SPONSORED ADR | $6.24万 | 0.01% | 1,295 | 21 | 1.6% | $1,012 | 加仓 |
| F | FORD MTR CO COM | $6.38万 | 0.01% | 5,526 | 4 | 0.1% | $46 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | $6.41万 | 0.01% | 1,537 | 1,164 | 312.1% | $4.86万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $6.44万 | 0.01% | 228 | 148 | 185.0% | $4.18万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $6.44万 | 0.01% | 341 | 120 | 54.3% | $2.27万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $6.53万 | 0.01% | 831 | 195 | 30.7% | $1.53万 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $6.55万 | 0.01% | 1,285 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $6.60万 | 0.01% | 867 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC COM | $6.64万 | 0.01% | 199 | 172 | 637.0% | $5.74万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $6.72万 | 0.01% | 700 | 150 | 27.3% | $1.44万 | 加仓 |
| PNR | PENTAIR PLC SHS | $6.75万 | 0.01% | 775 | 94 | 13.8% | $8,188 | 加仓 |
| NNN | NNN REIT INC COM | $6.78万 | 0.01% | 1,613 | 0 | 0.0% | — | 不变 |
| ADX | ADAMS DIVERSIFIED EQUITY FD COM | $6.81万 | 0.01% | 3,110 | 61 | 2.0% | $1,335 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $6.87万 | 0.01% | 682 | 473 | 226.3% | $4.76万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $7.01万 | 0.01% | 241 | -56 | -18.9% | -$1.63万 | 减仓 |
| EIX | EDISON INTL COM | $7.05万 | 0.01% | 963 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $7.13万 | 0.01% | 1,349 | -4,974 | -78.7% | -$26.27万 | 减仓 |
| MFC | MANULIFE FINL CORP COM | $7.21万 | 0.01% | 2,093 | -310 | -12.9% | -$1.07万 | 减仓 |
| HSY | HERSHEY CO COM | $7.39万 | 0.01% | 355 | 29 | 8.9% | $6,035 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $7.48万 | 0.01% | 431 | 306 | 244.8% | $5.31万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $7.48万 | 0.01% | 321 | 54 | 20.2% | $1.26万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $7.61万 | 0.01% | 1,134 | -2,362 | -67.6% | -$15.85万 | 减仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $7.66万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC COM CL A | $7.79万 | 0.01% | 1,296 | 1,062 | 453.8% | $6.38万 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $7.86万 | 0.01% | 1,287 | 255 | 24.7% | $1.56万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $7.87万 | 0.01% | 140 | 9 | 6.9% | $5,057 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $7.87万 | 0.01% | 846 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND COM | $7.99万 | 0.01% | 2,250 | 2,250 | — | $7.99万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION COM | $8.00万 | 0.01% | 427 | 427 | — | $8.00万 | 新建仓 |
| OKE | ONEOK INC NEW COM | $8.04万 | 0.01% | 889 | 6 | 0.7% | $542 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $8.26万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC SHS | $8.27万 | 0.01% | 699 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $8.27万 | 0.01% | 923 | 125 | 15.7% | $1.12万 | 加仓 |
| CCJ | CAMECO CORP COM | $8.31万 | 0.01% | 765 | -69 | -8.3% | -$7,494 | 减仓 |
| DTE | DTE ENERGY CO COM | $8.32万 | 0.01% | 569 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $8.36万 | 0.01% | 1,375 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $8.41万 | 0.01% | 443 | 402 | 980.5% | $7.63万 | 加仓 |
| INTU | INTUIT COM | $8.45万 | 0.01% | 196 | -31 | -13.7% | -$1.34万 | 减仓 |
| KDP | KEURIG DR PEPPER INC COM | $8.46万 | 0.01% | 3,213 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $8.47万 | 0.01% | 1,470 | -5,851 | -79.9% | -$33.73万 | 减仓 |
| — | COTERRA ENERGY INC COM | $8.50万 | 0.01% | 2,420 | -4,720 | -66.1% | -$16.59万 | 减仓 |
| PHM | PULTE GROUP INC COM | $8.59万 | 0.01% | 730 | 509 | 230.3% | $5.99万 | 加仓 |
| GMED | GLOBUS MED INC CL A | $8.62万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $8.62万 | 0.01% | 344 | 52 | 17.8% | $1.30万 | 加仓 |
| TOST | TOAST INC CL A | $8.63万 | 0.01% | 3,257 | 1,922 | 144.0% | $5.10万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $8.72万 | 0.01% | 147 | 10 | 7.3% | $5,930 | 加仓 |
| AMCR | AMCOR PLC COM NEW | $8.72万 | 0.01% | 2,194 | -6,073 | -73.5% | -$24.14万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION COM | $8.75万 | 0.01% | 3,846 | -54 | -1.4% | -$1,229 | 减仓 |
| RACE | FERRARI N V COM | $8.83万 | 0.01% | 263 | -51 | -16.2% | -$1.71万 | 减仓 |
| MEDP | MEDPACE HLDGS INC COM | $8.84万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $8.97万 | 0.01% | 452 | 132 | 41.2% | $2.62万 | 加仓 |
| AER | AERCAP HOLDINGS NV SHS | $8.97万 | 0.01% | 654 | -74 | -10.2% | -$1.02万 | 减仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $8.98万 | 0.01% | 1,801 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET ETF | $8.99万 | 0.01% | 437 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $9.04万 | 0.01% | 714 | -21 | -2.9% | -$2,658 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $9.09万 | 0.01% | 464 | 355 | 325.7% | $6.96万 | 加仓 |
| GAB | GABELLI EQUITY TR INC COM | $9.15万 | 0.01% | 16,347 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $9.19万 | 0.01% | 2,032 | 580 | 39.9% | $2.62万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $9.21万 | 0.01% | 1,475 | 19 | 1.3% | $1,186 | 加仓 |
| EOG | EOG RES INC COM | $9.27万 | 0.01% | 641 | 241 | 60.2% | $3.48万 | 加仓 |
| SNDK | SANDISK CORP COM | $9.34万 | 0.01% | 147 | 135 | 1,125.0% | $8.58万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $9.38万 | 0.01% | 716 | -7 | -1.0% | -$917 | 减仓 |
| SO | SOUTHERN CO COM | $9.46万 | 0.01% | 980 | 45 | 4.8% | $4,343 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $9.48万 | 0.01% | 2,321 | 11 | 0.5% | $449 | 加仓 |
| SYK | STRYKER CORPORATION COM | $9.48万 | 0.01% | 288 | -220 | -43.3% | -$7.24万 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $9.64万 | 0.01% | 3,510 | -1,260 | -26.4% | -$3.46万 | 减仓 |
| NET | CLOUDFLARE INC CL A COM | $9.73万 | 0.01% | 472 | -903 | -65.7% | -$18.61万 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $9.77万 | 0.01% | 720 | 0 | 0.0% | — | 不变 |
| GCMG | GCM GROSVENOR INC COM CL A | $9.80万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |