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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL COM | $40.86万 | 0.03% | 1,778 | 200 | 12.7% | $4.60万 | 加仓 |
| PSX | PHILLIPS 66 COM | $41.65万 | 0.03% | 2,286 | 236 | 11.5% | $4.30万 | 加仓 |
| EL | LAUDER ESTEE COS INC CL A | $41.76万 | 0.03% | 5,818 | -212 | -3.5% | -$1.52万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $42.04万 | 0.03% | 2,168 | 2,168 | — | $42.04万 | 新建仓 |
| CSX | CSX CORP COM | $42.12万 | 0.03% | 10,261 | 789 | 8.3% | $3.24万 | 加仓 |
| ENB | ENBRIDGE INC COM | $42.67万 | 0.03% | 7,884 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HERMES MDT LARGE CAP VALUE ETF | $42.94万 | 0.03% | 13,631 | 13,631 | — | $42.94万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP COM | $43.57万 | 0.04% | 1,611 | 1,021 | 173.1% | $27.61万 | 加仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $43.68万 | 0.04% | 11,882 | 268 | 2.3% | $9,852 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $43.75万 | 0.04% | 4,656 | 1,310 | 39.2% | $12.31万 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $44.80万 | 0.04% | 2,933 | 155 | 5.6% | $2.37万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $45.65万 | 0.04% | 6,347 | -2,797 | -30.6% | -$20.12万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $45.93万 | 0.04% | 4,474 | 1,465 | 48.7% | $15.04万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $46.02万 | 0.04% | 514 | 46 | 9.8% | $4.12万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $47.74万 | 0.04% | 2,978 | 822 | 38.1% | $13.18万 | 加仓 |
| T | AT&T INC COM | $49.46万 | 0.04% | 17,062 | 1,342 | 8.5% | $3.89万 | 加仓 |
| CTVA | CORTEVA INC COM | $49.74万 | 0.04% | 5,942 | -784 | -11.7% | -$6.56万 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $50.35万 | 0.04% | 4,485 | 40 | 0.9% | $4,491 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $51.02万 | 0.04% | 6,486 | 6,486 | — | $51.02万 | 新建仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $51.10万 | 0.04% | 4,343 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $52.26万 | 0.04% | 2,446 | 971 | 65.8% | $20.75万 | 加仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $52.62万 | 0.04% | 12,201 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $52.68万 | 0.04% | 1,535 | -2,348 | -60.5% | -$80.59万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $54.03万 | 0.04% | 792 | -19 | -2.3% | -$1.30万 | 减仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $54.62万 | 0.04% | 4,365 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $54.62万 | 0.04% | 2,846 | 2,160 | 314.9% | $41.45万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $54.63万 | 0.04% | 3,743 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $54.85万 | 0.04% | 5,790 | 2 | 0.0% | $189 | 加仓 |
| IAU | ISHARES GOLD TRUST | $55.45万 | 0.05% | 6,290 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $55.83万 | 0.05% | 14,320 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $56.06万 | 0.05% | 1,915 | -84 | -4.2% | -$2.46万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $56.15万 | 0.05% | 8,509 | -74 | -0.9% | -$4,883 | 减仓 |
| MELI | MERCADOLIBRE INC COM | $56.25万 | 0.05% | 325 | 49 | 17.8% | $8.48万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $56.32万 | 0.05% | 1,415 | -156 | -9.9% | -$6.21万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $56.38万 | 0.05% | 33,945 | 1,642 | 5.1% | $2.73万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $57.01万 | 0.05% | 10,548 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $59.09万 | 0.05% | 1,749 | 1,670 | 2,113.9% | $56.42万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $59.39万 | 0.05% | 6,968 | 2,578 | 58.7% | $21.97万 | 加仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $59.97万 | 0.05% | 11,241 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $60.13万 | 0.05% | 6,474 | -1,125 | -14.8% | -$10.45万 | 减仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $60.64万 | 0.05% | 6,904 | -112 | -1.6% | -$9,838 | 减仓 |
| NOW | SERVICENOW INC COM | $60.77万 | 0.05% | 5,812 | 2,346 | 67.7% | $24.53万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $61.69万 | 0.05% | 1,805 | 706 | 64.2% | $24.13万 | 加仓 |
| KEY | KEYCORP COM | $61.80万 | 0.05% | 30,825 | -914 | -2.9% | -$1.83万 | 减仓 |
| VST | VISTRA CORP COM | $63.37万 | 0.05% | 4,215 | 243 | 6.1% | $3.65万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $63.45万 | 0.05% | 3,478 | -68 | -1.9% | -$1.24万 | 减仓 |
| INTC | INTEL CORP COM | $64.23万 | 0.05% | 14,556 | 411 | 2.9% | $1.81万 | 加仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $65.26万 | 0.05% | 4,940 | 167 | 3.5% | $2.21万 | 加仓 |
| NEM | NEWMONT CORP COM | $66.20万 | 0.05% | 6,115 | 418 | 7.3% | $4.53万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $66.20万 | 0.05% | 1,147 | 2 | 0.2% | $1,154 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $66.24万 | 0.05% | 11,315 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $67.21万 | 0.05% | 2,566 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $68.09万 | 0.06% | 708 | 144 | 25.5% | $13.85万 | 加仓 |
| PAPI | PARAMETRIC EQUITY PREMIUM INCOME ETF | $68.40万 | 0.06% | 25,000 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $68.95万 | 0.06% | 2,430 | 40 | 1.7% | $1.14万 | 加仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $69.03万 | 0.06% | 7,230 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $70.43万 | 0.06% | 1,410 | -836 | -37.2% | -$41.76万 | 减仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $71.14万 | 0.06% | 14,283 | 14,283 | — | $71.14万 | 新建仓 |
| LOW | LOWES COS INC COM | $71.57万 | 0.06% | 3,029 | 701 | 30.1% | $16.56万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $71.99万 | 0.06% | 2,006 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $73.26万 | 0.06% | 3,864 | 239 | 6.6% | $4.53万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $73.43万 | 0.06% | 3,029 | -4 | -0.1% | -$970 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $74.79万 | 0.06% | 12,208 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $75.67万 | 0.06% | 759 | 59 | 8.4% | $5.88万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $77.19万 | 0.06% | 12,046 | 10,545 | 702.5% | $67.57万 | 加仓 |
| UNP | UNION PAC CORP COM | $79.21万 | 0.06% | 3,265 | 573 | 21.3% | $13.90万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $79.91万 | 0.07% | 9,222 | 876 | 10.5% | $7.59万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $81.25万 | 0.07% | 17,409 | -231 | -1.3% | -$1.08万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $82.13万 | 0.07% | 16,635 | -665 | -3.8% | -$3.28万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $82.87万 | 0.07% | 6,325 | 1,310 | 26.1% | $17.16万 | 加仓 |
| WELL | WELLTOWER INC COM | $83.43万 | 0.07% | 4,220 | -279 | -6.2% | -$5.52万 | 减仓 |
| BX | BLACKSTONE INC COM | $83.80万 | 0.07% | 7,288 | 1,734 | 31.2% | $19.94万 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $84.42万 | 0.07% | 11,146 | 11,146 | — | $84.42万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $85.86万 | 0.07% | 17,104 | 3,783 | 28.4% | $18.99万 | 加仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $86.32万 | 0.07% | 4,800 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $88.87万 | 0.07% | 12,373 | 2 | 0.0% | $144 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $91.95万 | 0.07% | 6,307 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC COM | $91.97万 | 0.07% | 13,532 | -600 | -4.2% | -$4.08万 | 减仓 |
| GLD | SPDR GOLD SHARES | $92.30万 | 0.08% | 2,145 | 30 | 1.4% | $1.29万 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $93.03万 | 0.08% | 6,723 | 1,188 | 21.5% | $16.44万 | 加仓 |
| ORCL | ORACLE CORP COM | $93.06万 | 0.08% | 6,326 | 959 | 17.9% | $14.11万 | 加仓 |
| GM | GENERAL MTRS CO COM | $95.26万 | 0.08% | 12,787 | 1,045 | 8.9% | $7.79万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $96.03万 | 0.08% | 24,995 | 6,870 | 37.9% | $26.39万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $96.93万 | 0.08% | 4,658 | 811 | 21.1% | $16.88万 | 加仓 |
| O | REALTY INCOME CORP COM | $97.67万 | 0.08% | 15,965 | -182 | -1.1% | -$1.11万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $100.09万 | 0.08% | 5,156 | 547 | 11.9% | $10.62万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $100.61万 | 0.08% | 6,878 | -168 | -2.4% | -$2.46万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $101.16万 | 0.08% | 2,194 | -45 | -2.0% | -$2.07万 | 减仓 |
| CB | CHUBB LTD SWITZ COM | $102.41万 | 0.08% | 3,142 | 438 | 16.2% | $14.28万 | 加仓 |
| PEP | PEPSICO INC COM | $103.93万 | 0.08% | 6,693 | -2,603 | -28.0% | -$40.42万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $104.38万 | 0.08% | 1,234 | -29 | -2.3% | -$2.45万 | 减仓 |
| FISV | FISERV INC COM | $110.39万 | 0.09% | 19,784 | 95 | 0.5% | $5,301 | 加仓 |
| SSNC | SS&C TECH HLDGS COM | $111.31万 | 0.09% | 16,473 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $115.12万 | 0.09% | 6,963 | 118 | 1.7% | $1.95万 | 加仓 |
| — | HONEYWELL INTL INC COM | $117.18万 | 0.10% | 5,184 | -2,749 | -34.7% | -$62.14万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $118.00万 | 0.10% | 8,169 | -1,079 | -11.7% | -$15.59万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $119.35万 | 0.10% | 14,904 | 483 | 3.3% | $3.87万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $120.26万 | 0.10% | 911 | 74 | 8.8% | $9.77万 | 加仓 |
| DE | DEERE & CO COM | $122.61万 | 0.10% | 2,177 | -32 | -1.4% | -$1.80万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC COM | $122.86万 | 0.10% | 16,296 | -115 | -0.7% | -$8,670 | 减仓 |