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 |
|---|---|---|---|---|---|---|---|---|
| SRE | SEMPRA COM | $3.43万 | 0.00% | 370 | 18 | 5.1% | $1,669 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $3.44万 | 0.00% | 762 | 434 | 132.3% | $1.96万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $3.44万 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $3.47万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $3.48万 | 0.00% | 1,218 | 1,218 | — | $3.48万 | 新建仓 |
| NET | CLOUDFLARE INC CL A COM | $3.48万 | 0.00% | 142 | -330 | -69.9% | -$8.09万 | 减仓 |
| SANA | SANA BIOTECHNOLOGY INC COM | $3.49万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD COM | $3.52万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC COM | $3.59万 | 0.00% | 156 | 11 | 7.6% | $2,528 | 加仓 |
| IRM | IRON MTN INC DEL COM | $3.59万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $3.64万 | 0.00% | 168 | 9 | 5.7% | $1,949 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $3.67万 | 0.00% | 2,196 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP COM | $3.74万 | 0.00% | 236 | -3,979 | -94.4% | -$63.12万 | 减仓 |
| GL | GLOBE LIFE INC COM | $3.75万 | 0.00% | 210 | -161 | -43.4% | -$2.88万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $3.77万 | 0.00% | 201 | 196 | 3,920.0% | $3.68万 | 加仓 |
| BB | BLACKBERRY LTD COM | $3.79万 | 0.00% | 3,000 | -2,000 | -40.0% | -$2.53万 | 减仓 |
| CURB | CURBLINE PPTYS CORP COM | $3.80万 | 0.00% | 1,250 | 1,250 | — | $3.80万 | 新建仓 |
| NNN | NNN REIT INC COM | $3.82万 | 0.00% | 821 | -792 | -49.1% | -$3.69万 | 减仓 |
| BHVN | BIOHAVEN LTD COM | $3.83万 | 0.00% | 2,572 | 2,500 | 3,472.2% | $3.72万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $3.89万 | 0.00% | 63 | -259 | -80.4% | -$15.98万 | 减仓 |
| MET | METLIFE INC COM | $3.89万 | 0.00% | 460 | 29 | 6.7% | $2,454 | 加仓 |
| H | HYATT HOTELS CORP COM CL A | $3.92万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $3.92万 | 0.00% | 412 | 37 | 9.9% | $3,517 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $3.93万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $3.94万 | 0.00% | 337 | 11 | 3.4% | $1,284 | 加仓 |
| MTZ | MASTEC INC COM | $3.95万 | 0.00% | 95 | 34 | 55.7% | $1.41万 | 加仓 |
| GEO | GEO GROUP INC COM | $3.99万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP COM | $3.99万 | 0.00% | 2,092 | -72 | -3.3% | -$1,374 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $4.00万 | 0.00% | 364 | 15 | 4.3% | $1,647 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $4.05万 | 0.00% | 201 | 6 | 3.1% | $1,208 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $4.06万 | 0.00% | 269 | 269 | — | $4.06万 | 新建仓 |
| ECHO | ECHOSTAR CORP CL A | $4.10万 | 0.00% | 404 | 230 | 132.2% | $2.33万 | 加仓 |
| SON | SONOCO PRODS CO COM | $4.12万 | 0.00% | 731 | 52 | 7.7% | $2,930 | 加仓 |
| RACE | FERRARI N V COM | $4.15万 | 0.00% | 112 | -151 | -57.4% | -$5.60万 | 减仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $4.17万 | 0.00% | 1,036 | 0 | 0.0% | — | 不变 |
| — | SABA CAPITAL INCOME & OPPORTUN COM NEW | $4.17万 | 0.00% | 5,000 | 5,000 | — | $4.17万 | 新建仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $4.22万 | 0.00% | 1,197 | 1,000 | 507.6% | $3.52万 | 加仓 |
| GWW | WW GRAINGER INC COM | $4.22万 | 0.00% | 31 | 2 | 6.9% | $2,721 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $4.23万 | 0.00% | 549 | -103 | -15.8% | -$7,942 | 减仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $4.26万 | 0.00% | 457 | 24 | 5.5% | $2,239 | 加仓 |
| EVR | EVERCORE INC CLASS A | $4.27万 | 0.00% | 125 | -4 | -3.1% | -$1,366 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC COM | $4.27万 | 0.00% | 2,718 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC COMMON STOCK | $4.36万 | 0.00% | 1,437 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $4.46万 | 0.00% | 1,641 | 495 | 43.2% | $1.35万 | 加仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $4.48万 | 0.00% | 305 | 7 | 2.3% | $1,027 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $4.48万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC COM | $4.49万 | 0.00% | 356 | 7 | 2.0% | $882 | 加仓 |
| PSA | PUBLIC STORAGE COM | $4.49万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $4.50万 | 0.00% | 114 | 8 | 7.5% | $3,156 | 加仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $4.52万 | 0.00% | 675 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $4.61万 | 0.00% | 177 | 12 | 7.3% | $3,125 | 加仓 |
| EXC | EXELON CORP COM | $4.63万 | 0.00% | 994 | 386 | 63.5% | $1.80万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $4.67万 | 0.00% | 268 | 217 | 425.5% | $3.78万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $4.68万 | 0.00% | 1,914 | -66 | -3.3% | -$1,613 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $4.70万 | 0.00% | 985 | 18 | 1.9% | $860 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $4.73万 | 0.00% | 622 | 111 | 21.7% | $8,442 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $4.77万 | 0.00% | 343 | 32 | 10.3% | $4,451 | 加仓 |
| LKQ | LKQ CORP COM | $4.81万 | 0.00% | 1,827 | 334 | 22.4% | $8,794 | 加仓 |
| UPWK | UPWORK INC COM | $4.85万 | 0.00% | 5,797 | 2,802 | 93.6% | $2.34万 | 加仓 |
| AGCO | AGCO CORP COM | $4.87万 | 0.00% | 407 | -1 | -0.2% | -$120 | 减仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $4.91万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $4.92万 | 0.00% | 605 | 51 | 9.2% | $4,150 | 加仓 |
| JLL | JONES LANG LASALLE INC COM | $4.93万 | 0.00% | 159 | -17 | -9.7% | -$5,269 | 减仓 |
| SMTC | SEMTECH CORP COM | $4.94万 | 0.00% | 305 | 305 | — | $4.94万 | 新建仓 |
| CRBG | COREBRIDGE FINL INC COM | $5.11万 | 0.00% | 1,784 | 1,343 | 304.5% | $3.85万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC COM | $5.12万 | 0.00% | 337 | 337 | — | $5.12万 | 新建仓 |
| CG | CARLYLE GROUP INC COM | $5.13万 | 0.00% | 1,218 | 183 | 17.7% | $7,706 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO COM | $5.13万 | 0.00% | 1,046 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $5.33万 | 0.00% | 2,000 | 2,000 | — | $5.33万 | 新建仓 |
| — | INVESCO S&P 500 CONCENTRATED QVM ETF | $5.35万 | 0.00% | 766 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP COM | $5.39万 | 0.00% | 383 | 111 | 40.8% | $1.56万 | 加仓 |
| NDAQ | NASDAQ INC COM | $5.39万 | 0.00% | 684 | 91 | 15.3% | $7,173 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $5.40万 | 0.00% | 983 | 924 | 1,566.1% | $5.07万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM COM | $5.42万 | 0.00% | 307 | 13 | 4.4% | $2,297 | 加仓 |
| AMRZ | AMRIZE LTD SHS | $5.50万 | 0.00% | 1,039 | 276 | 36.2% | $1.46万 | 加仓 |
| FTV | FORTIVE CORP COM | $5.53万 | 0.00% | 906 | 15 | 1.7% | $916 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $5.54万 | 0.00% | 715 | -131 | -15.5% | -$1.02万 | 减仓 |
| BNY | BANK OF NY MELLON CORP COM | $5.67万 | 0.00% | 392 | 5 | 1.3% | $723 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $5.71万 | 0.00% | 68 | 11 | 19.3% | $9,233 | 加仓 |
| WGS | GENEDX HOLDINGS CORP COM CL A | $5.75万 | 0.00% | 837 | 837 | — | $5.75万 | 新建仓 |
| EVRG | EVERGY INC COM | $5.81万 | 0.00% | 672 | 134 | 24.9% | $1.16万 | 加仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $5.85万 | 0.00% | 2,264 | -234 | -9.4% | -$6,044 | 减仓 |
| EFX | EQUIFAX INC COM | $5.86万 | 0.00% | 369 | 180 | 95.2% | $2.86万 | 加仓 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $5.86万 | 0.00% | 1,440 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC COM | $5.87万 | 0.00% | 304 | 4 | 1.3% | $773 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $5.90万 | 0.00% | 438 | 80 | 22.3% | $1.08万 | 加仓 |
| NKE | NIKE INC CL B | $5.92万 | 0.00% | 1,443 | 94 | 7.0% | $3,859 | 加仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $5.95万 | 0.00% | 613 | -87 | -12.4% | -$8,444 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $5.96万 | 0.00% | 740 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $6.12万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $6.12万 | 0.00% | 181 | 49 | 37.1% | $1.66万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $6.14万 | 0.00% | 709 | -122 | -14.7% | -$1.06万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP COM | $6.17万 | 0.00% | 653 | 22 | 3.5% | $2,080 | 加仓 |
| — | PROSHARES ULTRA TECHNOLOGY | $6.23万 | 0.00% | 401 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $6.25万 | 0.00% | 1,607 | 1,182 | 278.1% | $4.60万 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $6.37万 | 0.00% | 1,216 | -1,134 | -48.3% | -$5.94万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $6.41万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $6.42万 | 0.00% | 409 | 409 | — | $6.42万 | 新建仓 |
| — | FRANKLIN FTSE BRAZIL ETF | $6.42万 | 0.00% | 3,000 | 3,000 | — | $6.42万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $6.42万 | 0.00% | 1,505 | -850 | -36.1% | -$3.63万 | 减仓 |