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 |
|---|---|---|---|---|---|---|---|---|
| TT | TRANE TECHNOLOGIES PLC SHS | $1,676.38万 | 1.36% | 40,226 | -22 | -0.1% | -$9,168 | 减仓 |
| AAPL | APPLE INC COM | $1,774.34万 | 1.44% | 69,914 | -5,123 | -6.8% | -$130.02万 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1,793.93万 | 1.46% | 252,204 | 5,168 | 2.1% | $36.76万 | 加仓 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $2,037.46万 | 1.66% | 562,679 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $2,038.47万 | 1.66% | 386,221 | -1,448 | -0.4% | -$7.64万 | 减仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $2,637.88万 | 2.15% | 544,342 | -2,485 | -0.5% | -$12.04万 | 减仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $2,701.59万 | 2.20% | 386,546 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $2,973.22万 | 2.42% | 332,836 | -1,200 | -0.4% | -$10.72万 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $3,289.52万 | 2.68% | 844,333 | -11,014 | -1.3% | -$42.91万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $3,869.79万 | 3.15% | 515,285 | 6,452 | 1.3% | $48.45万 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $5,345.04万 | 4.35% | 1,573,458 | 145,083 | 10.2% | $492.85万 | 加仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $7,132.15万 | 5.81% | 989,477 | 267,541 | 37.1% | $1,928.44万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $8,979.91万 | 7.31% | 2,310,836 | -22,952 | -1.0% | -$89.19万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $2.27亿 | 18.49% | 2,342,199 | -49,174 | -2.1% | -$476.82万 | 减仓 |