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 |
|---|---|---|---|---|---|---|---|---|
| — | SEABRIDGE GOLD INC COM | $1.14万 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $1.14万 | 0.00% | 34 | 1 | 3.0% | $336 | 加仓 |
| EWBC | EAST WEST BANCORP INC COM | $1.16万 | 0.00% | 90 | 10 | 12.5% | $1,291 | 加仓 |
| AOS | SMITH A O CORP COM | $1.17万 | 0.00% | 186 | 9 | 5.1% | $564 | 加仓 |
| VTRS | VIATRIS INC COM | $1.17万 | 0.00% | 737 | 582 | 375.5% | $9,243 | 加仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $1.17万 | 0.00% | 134 | -14 | -9.5% | -$1,226 | 减仓 |
| HOPE | HOPE BANCORP INC COM | $1.18万 | 0.00% | 860 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION COM | $1.18万 | 0.00% | 158 | -40 | -20.2% | -$2,989 | 减仓 |
| KGS | KODIAK GAS SVCS INC COM | $1.19万 | 0.00% | 158 | -48 | -23.3% | -$3,606 | 减仓 |
| RDN | RADIAN GROUP INC COM | $1.19万 | 0.00% | 316 | 10 | 3.3% | $377 | 加仓 |
| NG | NOVAGOLD RESOURCES INC COM NEW | $1.19万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC COM | $1.20万 | 0.00% | 424 | -170 | -28.6% | -$4,792 | 减仓 |
| CLVT | CLARIVATE PLC ORD SHS | $1.20万 | 0.00% | 5,535 | 2,565 | 86.4% | $5,540 | 加仓 |
| CAVA | CAVA GROUP INC COM | $1.20万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC COM | $1.21万 | 0.00% | 289 | 25 | 9.5% | $1,044 | 加仓 |
| SNA | SNAP ON INC COM | $1.21万 | 0.00% | 30 | 4 | 15.4% | $1,610 | 加仓 |
| MRNA | MODERNA INC COM | $1.21万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| EOI | EATON VANCE ENHANCED EQUITY COM | $1.21万 | 0.00% | 618 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW COM | $1.22万 | 0.00% | 403 | -351 | -46.6% | -$1.06万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $1.22万 | 0.00% | 188 | -98 | -34.3% | -$6,346 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $1.22万 | 0.00% | 471 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA SPONSORED ADS | $1.23万 | 0.00% | 92 | -453 | -83.1% | -$6.04万 | 减仓 |
| CRVL | CORVEL CORP COM | $1.23万 | 0.00% | 197 | 89 | 82.4% | $5,564 | 加仓 |
| W | WAYFAIR INC CL A | $1.24万 | 0.00% | 134 | -139 | -50.9% | -$1.28万 | 减仓 |
| BAP | CREDICORP LTD COM | $1.25万 | 0.00% | 32 | -4 | -11.1% | -$1,558 | 减仓 |
| A | AGILENT TECHNOLOGIES INC COM | $1.25万 | 0.00% | 94 | 18 | 23.7% | $2,399 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $1.25万 | 0.00% | 91 | -398 | -81.4% | -$5.48万 | 重新持有 |
| KAI | KADANT INC COM | $1.26万 | 0.00% | 40 | -1 | -2.4% | -$314 | 减仓 |
| RY | ROYAL BK CDA COM | $1.26万 | 0.00% | 61 | 39 | 177.3% | $8,044 | 加仓 |
| CINF | CINCINNATI FINL CORP COM | $1.26万 | 0.00% | 68 | 9 | 15.3% | $1,666 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC COM | $1.26万 | 0.00% | 36 | -2 | -5.3% | -$700 | 减仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $1.27万 | 0.00% | 169 | 16 | 10.5% | $1,198 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $1.28万 | 0.00% | 155 | 43 | 38.4% | $3,543 | 加仓 |
| INTU | INTUIT COM | $1.28万 | 0.00% | 49 | -147 | -75.0% | -$3.84万 | 减仓 |
| EBAY | EBAY INC. COM | $1.29万 | 0.00% | 115 | 30 | 35.3% | $3,352 | 加仓 |
| DXYZ | DESTINY TECH100 INC COM SHS | $1.29万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $1.29万 | 0.00% | 1,161 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP COM | $1.30万 | 0.00% | 43 | 4 | 10.3% | $1,207 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $1.30万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC COM | $1.31万 | 0.00% | 57 | 37 | 185.0% | $8,504 | 加仓 |
| FCN | FTI CONSULTING INC COM | $1.31万 | 0.00% | 88 | 4 | 4.8% | $596 | 加仓 |
| KKR | KKR & CO INC COM | $1.31万 | 0.00% | 143 | 12 | 9.2% | $1,101 | 加仓 |
| LINE | LINEAGE INC COM | $1.32万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP COM | $1.33万 | 0.00% | 253 | 8 | 3.3% | $419 | 加仓 |
| FOUR | SHIFT4 PMTS INC CL A | $1.33万 | 0.00% | 274 | -500 | -64.6% | -$2.43万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $1.34万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO RAFI US 1000 ETF | $1.35万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP COM | $1.36万 | 0.00% | 231 | 141 | 156.7% | $8,329 | 加仓 |
| CLH | CLEAN HARBORS INC COM | $1.37万 | 0.00% | 46 | -11 | -19.3% | -$3,286 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC COM | $1.38万 | 0.00% | 74 | 74 | — | $1.38万 | 新建仓 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $1.38万 | 0.00% | 319 | 1 | 0.3% | $43 | 加仓 |
| GEF | GREIF INC CL A | $1.39万 | 0.00% | 187 | 2 | 1.1% | $149 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $1.39万 | 0.00% | 74 | -49 | -39.8% | -$9,229 | 减仓 |
| IESC | IES HOLDINGS INC COM | $1.40万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP COM | $1.40万 | 0.00% | 520 | 2 | 0.4% | $54 | 加仓 |
| BOKF | BOK FINL CORP COM NEW | $1.40万 | 0.00% | 101 | 7 | 7.4% | $972 | 加仓 |
| FN | FABRINET SHS | $1.41万 | 0.00% | 25 | 14 | 127.3% | $7,869 | 加仓 |
| OLN | OLIN CORP COM PAR $1 | $1.41万 | 0.00% | 710 | -80 | -10.1% | -$1,586 | 减仓 |
| RRC | RANGE RES CORP COM | $1.41万 | 0.00% | 379 | 16 | 4.4% | $595 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $1.41万 | 0.00% | 82 | -738 | -90.0% | -$12.71万 | 减仓 |
| IX | ORIX CORP SPONSORED ADR | $1.42万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC COM | $1.42万 | 0.00% | 87 | -291 | -77.0% | -$4.74万 | 减仓 |
| LPLA | LPL FINL HLDGS INC COM | $1.42万 | 0.00% | 50 | -20 | -28.6% | -$5,671 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $1.43万 | 0.00% | 18 | 3 | 20.0% | $2,384 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $1.44万 | 0.00% | 128 | 6 | 4.9% | $676 | 加仓 |
| DBAW | XTRACKERS MSCI ALL WORLD EX US HEDGED EQUITY ETF | $1.45万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $1.46万 | 0.00% | 191 | 15 | 8.5% | $1,148 | 加仓 |
| FIVE | FIVE BELOW INC COM | $1.47万 | 0.00% | 82 | 4 | 5.1% | $719 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $1.48万 | 0.00% | 427 | 106 | 33.0% | $3,677 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $1.49万 | 0.00% | 33 | 3 | 10.0% | $1,353 | 加仓 |
| BNTX | BIONTECH SE SPONSORED ADS | $1.49万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| SRAD | SPORTRADAR GROUP AG CLASS A ORD SHS | $1.50万 | 0.00% | 1,000 | 1,000 | — | $1.50万 | 新建仓 |
| GRMN | GARMIN LTD SHS | $1.50万 | 0.00% | 63 | -2 | -3.1% | -$477 | 减仓 |
| HMN | HORACE MANN EDUCATORS CORP NEW COM | $1.52万 | 0.00% | 295 | -74 | -20.1% | -$3,822 | 减仓 |
| COKE | COCA COLA CONS INC COM | $1.53万 | 0.00% | 80 | -70 | -46.7% | -$1.34万 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $1.53万 | 0.00% | 303 | -2,115 | -87.5% | -$10.66万 | 减仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $1.54万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $1.54万 | 0.00% | 347 | 91 | 35.5% | $4,028 | 加仓 |
| MATX | MATSON INC COM | $1.54万 | 0.00% | 80 | 8 | 11.1% | $1,538 | 加仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $1.54万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP COM | $1.55万 | 0.00% | 131 | -9 | -6.4% | -$1,068 | 减仓 |
| TXT | TEXTRON INC COM | $1.56万 | 0.00% | 170 | 13 | 8.3% | $1,192 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $1.56万 | 0.00% | 247 | 28 | 12.8% | $1,771 | 加仓 |
| DY | DYCOM INDS INC COM | $1.57万 | 0.00% | 31 | 3 | 10.7% | $1,517 | 加仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $1.57万 | 0.00% | 150 | 30 | 25.0% | $3,149 | 加仓 |
| CNP | CENTERPOINT ENERGY INC COM | $1.58万 | 0.00% | 358 | 30 | 9.1% | $1,321 | 加仓 |
| NMRK | NEWMARK GROUP INC CL A | $1.60万 | 0.00% | 1,058 | 10 | 1.0% | $151 | 加仓 |
| BKH | BLACK HILLS CORP COM | $1.60万 | 0.00% | 215 | 4 | 1.9% | $298 | 加仓 |
| EG | EVEREST GROUP LTD COM | $1.61万 | 0.00% | 45 | 3 | 7.1% | $1,072 | 加仓 |
| RBC | RBC BEARINGS INC COM | $1.61万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $1.61万 | 0.00% | 73 | -802 | -91.7% | -$17.71万 | 减仓 |
| DDOG | DATADOG INC CL A COM | $1.61万 | 0.00% | 62 | 46 | 287.5% | $1.20万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $1.61万 | 0.00% | 323 | 16 | 5.2% | $800 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $1.63万 | 0.00% | 171 | 36 | 26.7% | $3,425 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOME COM | $1.63万 | 0.00% | 1,325 | 0 | 0.0% | — | 不变 |
| BCO | BRINKS CO COM | $1.63万 | 0.00% | 173 | 3 | 1.8% | $283 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC COM | $1.64万 | 0.00% | 263 | -97 | -26.9% | -$6,035 | 减仓 |
| HSIC | SCHEIN HENRY INC COM | $1.64万 | 0.00% | 196 | 96 | 96.0% | $8,018 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1.64万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $1.64万 | 0.00% | 385 | -910 | -70.3% | -$3.88万 | 减仓 |