13F 机构持仓

LRI Investments, LLC

PALM BEACH GARDENS FL · SEC CIK 0002023325

2026Q22026Q1 更早 9 个季度 🔒
$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
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 16.9%
DIMENSIONAL U. 7.5%
DIMENSIONAL US 6.4%
DFAX 4.8%
VEU 3.2%
DFAI 2.5%
DLN 2.3%
DFUV 2.2%
DWM 2.1%
QQQJ 1.9%

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
PEG PUBLIC SVC ENTERPRISE GROUP COM $1.65万0.00%203 84.1% $649 加仓
PBH PRESTIGE CONSMR HEALTHCARE INC COM $1.65万0.00%349 293523.2% $1.38万 加仓
GSAT GLOBALSTAR INC COM NEW $1.66万0.00%204 42.0% $325 加仓
GFL GFL ENVIRONMENTAL INC SUB VTG SHS $1.66万0.00%451 -1,086-70.7% -$3.99万 减仓
AMG AFFILIATED MANAGERS GROUP COM $1.66万0.00%49 -1-2.0% -$339 减仓
EXTR EXTREME NETWORKS INC COM $1.66万0.00%513 23886.5% $7,704 加仓
CSGP COSTAR GROUP INC COM $1.67万0.00%591 591— $1.67万 新建仓
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM $1.67万0.00%67 58.1% $1,250 加仓
AGNC AGNC INVT CORP COM $1.69万0.00%1,546 -3,950-71.9% -$4.31万 减仓
DASH DOORDASH INC CL A $1.70万0.00%92 50119.0% $9,221 加仓
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF $1.70万0.00%165 -124-42.9% -$1.28万 减仓
FTNT FORTINET INC COM $1.71万0.00%111 3037.0% $4,609 加仓
DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF $1.71万0.00%400 00.0% — 不变
MOD MODINE MFG CO COM $1.71万0.00%64 -1-1.5% -$267 减仓
LSTR LANDSTAR SYS INC COM $1.71万0.00%83 3366.0% $6,818 加仓
AME AMETEK INC COM $1.72万0.00%71 812.7% $1,935 加仓
GVA GRANITE CONSTR INC COM $1.72万0.00%109 -18-14.2% -$2,845 减仓
BWA BORGWARNER INC COM $1.73万0.00%260 218.8% $1,394 加仓
PBR PETROLEO BRASILEIRO S A SPONSORED ADR $1.73万0.00%1,071 717.1% $1,147 加仓
— ELECTRONIC ARTS INC COM $1.74万0.00%85 00.0% — 不变
WF WOORI FINL GROUP INC SPONSORED ADS $1.75万0.00%304 4015.2% $2,296 加仓
PTLC PACER TRENDPILOT US LARGE CAP ETF $1.75万0.00%300 -45-13.0% -$2,622 减仓
ULCC FRONTIER GROUP HLDGS INC COM $1.75万0.00%2,212 -2,018-47.7% -$1.60万 减仓
VMRK EQUITY RESIDENTIAL SH BEN INT $1.75万0.00%258 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE CO COM $1.75万0.00%389 4713.7% $2,120 加仓
XRAY DENTSPLY SIRONA INC COM $1.76万0.00%1,662 221.3% $233 加仓
ZTS ZOETIS INC CL A $1.77万0.00%246 5830.9% $4,168 加仓
SAM BOSTON BEER INC CL A $1.77万0.00%100 00.0% — 不变
VGK VANGUARD FTSE EUROPE ETF $1.77万0.00%200 00.0% — 不变
AXS AXIS CAP HLDGS LTD SHS $1.80万0.00%168 85.0% $860 加仓
CDL VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF $1.81万0.00%233 00.0% — 不变
TTD THE TRADE DESK INC COM CL A $1.84万0.00%1,016 666.9% $1,193 加仓
REZI RESIDEO TECHNOLOGIES INC COM $1.84万0.00%591 122.1% $373 加仓
BBT BEACON FINANCIAL CORP. COM $1.84万0.00%605 00.0% — 不变
ILMN ILLUMINA INC COM $1.85万0.00%105 55.0% $879 加仓
RAL RALLIANT CORP COM $1.85万0.00%251 10.4% $74 加仓
CHD CHURCH & DWIGHT CO INC COM $1.85万0.00%191 137.3% $1,259 加仓
JBHT HUNT J B TRANS SVCS INC COM $1.85万0.00%64 814.3% $2,316 加仓
WAFD WAFD INC COM $1.86万0.00%485 51.0% $192 加仓
NWL NEWELL BRANDS INC COM $1.87万0.00%3,050 3,0006,000.0% $1.84万 加仓
USMV ISHARES MSCI USA MIN VOL FACTOR ETF $1.90万0.00%197 -49-19.9% -$4,721 减仓
RBA RB GLOBAL INC COM $1.90万0.00%163 63.8% $699 加仓
ENR ENERGIZER HLDGS INC COM $1.91万0.00%892 26542.3% $5,682 加仓
CLF CLEVELAND-CLIFFS INC NEW COM $1.91万0.00%2,038 482.4% $451 加仓
ES EVERSOURCE ENERGY COM $1.92万0.00%265 -7-2.6% -$506 减仓
SR SPIRE INC COM $1.92万0.00%246 31.2% $234 加仓
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF $1.92万0.00%375 00.0% — 不变
AGG ISHARES CORE U.S. AGGREGATE BOND ETF $1.93万0.00%195 1910.8% $1,881 加仓
GENI GENIUS SPORTS LIMITED SHARES CL A $1.94万0.00%3,206 1,47284.9% $8,920 加仓
FROG JFROG LTD ORD SHS $1.94万0.00%214 214— $1.94万 新建仓
TTC TORO CO COM $1.97万0.00%202 5234.7% $5,073 加仓
GNTX GENTEX CORP COM $1.97万0.00%781 131.7% $329 加仓
DLR DIGITAL RLTY TR INC COM $1.98万0.00%110 -1-0.9% -$180 减仓
PNFP PINNACLE FINL PARTNERS INC COM $2.00万0.00%198 63.1% $605 加仓
MSA MSA SAFETY INC COM $2.01万0.00%115 21.8% $349 加仓
IEI ISHARES 3-7 YEAR TREASURY BOND ETF $2.01万0.00%171 00.0% — 不变
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF $2.01万0.00%210 210— $2.01万 新建仓
CM CANADIAN IMPERIAL BANK OF COMM COM $2.01万0.00%175 2516.7% $2,875 加仓
WH WYNDHAM HOTELS & RESORTS INC COM $2.02万0.00%239 52.1% $422 加仓
SAN BANCO SANTANDER SA ADR $2.02万0.00%1,461 25921.5% $3,575 加仓
TAP MOLSON COORS BEVERAGE CO CL B $2.02万0.00%519 9723.0% $3,780 加仓
STLA STELLANTIS N.V SHS $2.03万0.00%3,539 1,53576.6% $8,811 加仓
— NATHANS FAMOUS INC COM $2.03万0.00%200 00.0% — 不变
WCC WESCO INTL INC COM $2.04万0.00%59 47.3% $1,382 加仓
CAG CONAGRA BRANDS INC COM $2.04万0.00%1,516 1,516— $2.04万 新建仓
NVR NVR INC COM $2.04万0.00%3 00.0% — 不变
NVG NUVEEN AMT FREE MUN CR INC FD COM $2.05万0.00%1,604 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP INC COM $2.06万0.00%191 7970.5% $8,515 加仓
ENSG ENSIGN GROUP INC COM $2.07万0.00%129 -3-2.3% -$481 减仓
AA ALCOA CORP COM $2.07万0.00%397 -217-35.3% -$1.13万 减仓
ALNY ALNYLAM PHARMACEUTICALS INC COM $2.08万0.00%69 -4-5.5% -$1,204 减仓
CNI CANADIAN NATL RY CO COM $2.09万0.00%175 116.7% $1,312 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES $2.09万0.00%77 3792.5% $1.01万 加仓
BROS DUTCH BROS INC CL A $2.10万0.00%292 41.4% $287 加仓
PRI PRIMERICA INC COM $2.10万0.00%74 2448.0% $6,801 加仓
— TAYLOR MORRISON HOME CORP COM $2.10万0.00%293 103.5% $717 加仓
INGR INGREDION INC COM $2.11万0.00%223 -113-33.6% -$1.07万 减仓
KR KROGER CO COM $2.12万0.00%382 16172.9% $8,940 加仓
CTAS CINTAS CORP COM $2.13万0.00%125 1311.6% $2,211 加仓
UBSI UNITED BANKSHARES INC WEST VA COM $2.13万0.00%464 81.8% $367 加仓
FLEX FLEX LTD ORD $2.14万0.00%132 3232.0% $5,186 加仓
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF $2.15万0.00%428 3961,237.5% $1.99万 加仓
POST POST HLDGS INC COM $2.18万0.00%247 -36-12.7% -$3,177 减仓
FIX COMFORT SYS USA INC COM $2.18万0.00%11 337.5% $5,946 加仓
DVA DAVITA INC COM $2.18万0.00%98 73292.0% $1.62万 加仓
SSD SIMPSON MFG INC COM $2.18万0.00%104 2023.8% $4,195 加仓
NVST ENVISTA HOLDINGS CORPORATION COM $2.18万0.00%829 28452.1% $7,484 加仓
MMS MAXIMUS INC COM $2.21万0.00%412 12644.1% $6,774 加仓
CAR AVIS BUDGET GROUP INC COM $2.22万0.00%150 00.0% — 不变
DRI DARDEN RESTAURANTS INC COM $2.22万0.00%108 88.0% $1,648 加仓
MC MOELIS & CO CL A $2.24万0.00%343 6121.6% $3,991 加仓
KYN KAYNE ANDERSON ENERGY INFRSTR COM $2.27万0.00%1,644 1,644— $2.27万 新建仓
LIT GLOBAL X LITHIUM & BATTERY TECH ETF $2.28万0.00%291 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRANC COM $2.28万0.00%288 114.0% $871 加仓
NOV NOV INC COM $2.29万0.00%1,232 1,232— $2.29万 新建仓
BR BROADRIDGE FINL SOLUTIONS INC COM $2.29万0.00%167 151943.8% $2.07万 加仓
RBLX ROBLOX CORP CL A $2.29万0.00%421 10834.5% $5,879 加仓
EQIX EQUINIX INC COM $2.29万0.00%22 00.0% — 不变
HUM HUMANA INC COM $2.30万0.00%58 -42-42.0% -$1.67万 减仓
ENTG ENTEGRIS INC COM $2.32万0.00%129 75.7% $1,259 加仓