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 |
|---|---|---|---|---|---|---|---|---|
| MKSI | MKS INC. COM | $6.42万 | 0.00% | 144 | 108 | 300.0% | $4.82万 | 加仓 |
| ONB | OLD NATL BANCORP IND COM | $6.43万 | 0.00% | 2,482 | -100 | -3.9% | -$2,590 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $6.44万 | 0.00% | 184 | -44 | -19.3% | -$1.54万 | 减仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $6.56万 | 0.00% | 1,285 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $6.56万 | 0.00% | 661 | -5,151 | -88.6% | -$51.14万 | 减仓 |
| — | BLACKROCK ENERGY & RES TR COM | $6.58万 | 0.00% | 4,442 | 4,442 | — | $6.58万 | 新建仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $6.58万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $6.60万 | 0.00% | 351 | 62 | 21.5% | $1.17万 | 加仓 |
| FLO | FLOWERS FOODS INC COM | $6.60万 | 0.00% | 8,360 | 6,707 | 405.7% | $5.30万 | 加仓 |
| D | DOMINION ENERGY INC COM | $6.68万 | 0.00% | 978 | 32 | 3.4% | $2,184 | 加仓 |
| CSL | CARLISLE COS INC COM | $6.75万 | 0.00% | 186 | -13 | -6.5% | -$4,720 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $6.79万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA COM SHS | $6.79万 | 0.00% | 637 | 599 | 1,576.3% | $6.39万 | 加仓 |
| EOG | EOG RES INC COM | $6.88万 | 0.01% | 530 | -111 | -17.3% | -$1.44万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $6.89万 | 0.01% | 1,076 | 417 | 63.3% | $2.67万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $6.89万 | 0.01% | 524 | -615 | -54.0% | -$8.09万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $6.97万 | 0.01% | 328 | 46 | 16.3% | $9,782 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $7.15万 | 0.01% | 986 | 625 | 173.1% | $4.53万 | 加仓 |
| RKLB | ROCKET LAB CORP COM | $7.18万 | 0.01% | 706 | 670 | 1,861.1% | $6.81万 | 加仓 |
| NTNX | NUTANIX INC CL A | $7.20万 | 0.01% | 1,413 | 1,298 | 1,128.7% | $6.61万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $7.22万 | 0.01% | 358 | -286 | -44.4% | -$5.77万 | 减仓 |
| ALOY | REALLOYS INC COM | $7.22万 | 0.01% | 5,000 | 5,000 | — | $7.22万 | 新建仓 |
| EIX | EDISON INTL COM | $7.30万 | 0.01% | 981 | 18 | 1.9% | $1,340 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $7.32万 | 0.01% | 1,070 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $7.35万 | 0.01% | 1,324 | 37 | 2.9% | $2,053 | 加仓 |
| YUMC | YUM CHINA HLDGS INC COM | $7.61万 | 0.01% | 1,862 | 1,021 | 121.4% | $4.17万 | 加仓 |
| VALE | VALE S A SPONSORED ADS | $7.64万 | 0.01% | 5,081 | 5,081 | — | $7.64万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $7.65万 | 0.01% | 863 | -4 | -0.5% | -$354 | 减仓 |
| IDXX | IDEXX LABS INC COM | $7.69万 | 0.01% | 146 | 6 | 4.3% | $3,159 | 加仓 |
| CCJ | CAMECO CORP COM | $7.84万 | 0.01% | 770 | 5 | 0.7% | $509 | 加仓 |
| CLS | CELESTICA INC COM | $7.86万 | 0.01% | 215 | 34 | 18.8% | $1.24万 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $7.86万 | 0.01% | 1,719 | 1,719 | — | $7.86万 | 新建仓 |
| PGR | PROGRESSIVE CORP COM | $7.87万 | 0.01% | 360 | -92 | -20.4% | -$2.01万 | 减仓 |
| OKE | ONEOK INC NEW COM | $7.92万 | 0.01% | 911 | 22 | 2.5% | $1,913 | 加仓 |
| GMED | GLOBUS MED INC CL A | $7.93万 | 0.01% | 1,004 | 4 | 0.4% | $316 | 加仓 |
| ETSY | ETSY INC COM | $7.96万 | 0.01% | 1,057 | 1,005 | 1,932.7% | $7.57万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD COM | $8.09万 | 0.01% | 3,168 | 58 | 1.9% | $1,482 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $8.09万 | 0.01% | 336 | -5 | -1.5% | -$1,205 | 减仓 |
| DOW | DOW HLDGS INC COM | $8.10万 | 0.01% | 2,959 | 55 | 1.9% | $1,505 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $8.18万 | 0.01% | 151 | 4 | 2.7% | $2,167 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $8.20万 | 0.01% | 2,025 | -68 | -3.2% | -$2,755 | 减仓 |
| TMUS | T-MOBILE US INC COM | $8.24万 | 0.01% | 491 | -278 | -36.2% | -$4.66万 | 减仓 |
| JBL | JABIL INC COM | $8.40万 | 0.01% | 218 | -8 | -3.5% | -$3,084 | 减仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $8.48万 | 0.01% | 810 | 648 | 400.0% | $6.78万 | 加仓 |
| AER | AERCAP HOLDINGS NV SHS | $8.48万 | 0.01% | 582 | -72 | -11.0% | -$1.05万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $8.52万 | 0.01% | 511 | 80 | 18.6% | $1.33万 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $8.55万 | 0.01% | 964 | -1,570 | -62.0% | -$13.93万 | 减仓 |
| DTE | DTE ENERGY CO COM | $8.65万 | 0.01% | 568 | -1 | -0.2% | -$152 | 减仓 |
| SN | SHARKNINJA INC COM SHS | $8.68万 | 0.01% | 570 | 526 | 1,195.5% | $8.01万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $8.73万 | 0.01% | 334 | 93 | 38.6% | $2.43万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $8.74万 | 0.01% | 278 | -10 | -3.5% | -$3,143 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $8.74万 | 0.01% | 1,511 | 41 | 2.8% | $2,371 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $8.79万 | 0.01% | 370 | 49 | 15.3% | $1.16万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $8.83万 | 0.01% | 246 | 4 | 1.7% | $1,436 | 加仓 |
| CPB | THE CAMPBELLS COMPANY COM | $8.86万 | 0.01% | 3,979 | 3,319 | 502.9% | $7.39万 | 加仓 |
| LNC | LINCOLN NATL CORP IND COM | $8.90万 | 0.01% | 2,518 | 268 | 11.9% | $9,474 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $8.90万 | 0.01% | 294 | -717 | -70.9% | -$21.71万 | 减仓 |
| LAND | GLADSTONE LD CORP COM | $8.93万 | 0.01% | 10,465 | 0 | 0.0% | — | 不变 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $8.98万 | 0.01% | 1,801 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NEW COM | $9.09万 | 0.01% | 3,013 | 3,013 | — | $9.09万 | 新建仓 |
| URI | UNITED RENTALS INC COM | $9.18万 | 0.01% | 81 | 69 | 575.0% | $7.82万 | 加仓 |
| GAB | GABELLI EQUITY TR INC COM | $9.25万 | 0.01% | 16,347 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $9.29万 | 0.01% | 734 | 18 | 2.5% | $2,278 | 加仓 |
| HUBB | HUBBELL INC COM | $9.32万 | 0.01% | 178 | -93 | -34.3% | -$4.87万 | 减仓 |
| EQH | EQUITABLE HLDGS INC COM | $9.36万 | 0.01% | 2,133 | 924 | 76.4% | $4.05万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $9.39万 | 0.01% | 1,378 | 3 | 0.2% | $204 | 加仓 |
| SO | SOUTHERN CO COM | $9.64万 | 0.01% | 1,007 | 27 | 2.8% | $2,584 | 加仓 |
| SBUX | STARBUCKS CORP COM | $9.71万 | 0.01% | 950 | 27 | 2.9% | $2,760 | 加仓 |
| MEDP | MEDPACE HLDGS INC COM | $9.85万 | 0.01% | 186 | 2 | 1.1% | $1,059 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $9.87万 | 0.01% | 3,600 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $9.87万 | 0.01% | 1,960 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC COM CL A | $9.95万 | 0.01% | 1,000 | -548 | -35.4% | -$5.45万 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $9.99万 | 0.01% | 1,662 | 610 | 58.0% | $3.67万 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $10.22万 | 0.01% | 2,321 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $10.41万 | 0.01% | 1,615 | 140 | 9.5% | $9,023 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $10.65万 | 0.01% | 3,143 | 1,118 | 55.2% | $3.79万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $10.67万 | 0.01% | 1,226 | 92 | 8.1% | $8,010 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $10.73万 | 0.01% | 907 | -407 | -31.0% | -$4.81万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $10.76万 | 0.01% | 437 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $10.78万 | 0.01% | 481 | -79 | -14.1% | -$1.77万 | 减仓 |
| POWR | ISHARES U.S. POWER INFRASTRUCTURE ETF | $10.86万 | 0.01% | 3,883 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP COM | $10.89万 | 0.01% | 1,469 | 736 | 100.4% | $5.46万 | 加仓 |
| AMCR | AMCOR PLC COM NEW | $10.97万 | 0.01% | 2,530 | 336 | 15.3% | $1.46万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $11.09万 | 0.01% | 2,683 | 1,615 | 151.2% | $6.67万 | 加仓 |
| BIIB | BIOGEN INC COM | $11.10万 | 0.01% | 514 | 181 | 54.4% | $3.91万 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $11.17万 | 0.01% | 1,010 | 12 | 1.2% | $1,327 | 加仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $11.26万 | 0.01% | 1,401 | -1,981 | -58.6% | -$15.92万 | 减仓 |
| UNIT | UNITI GROUP LLC COM SHS | $11.47万 | 0.01% | 10,000 | 10,000 | — | $11.47万 | 新建仓 |
| COWZ | PACER US CASH COWS 100 ETF | $11.66万 | 0.01% | 1,874 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $11.67万 | 0.01% | 2,217 | 2,017 | 1,008.5% | $10.62万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $11.73万 | 0.01% | 1,362 | -392 | -22.3% | -$3.37万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $11.86万 | 0.01% | 756 | -189 | -20.0% | -$2.97万 | 减仓 |
| STT | STATE STR CORP COM | $11.87万 | 0.01% | 700 | -14 | -2.0% | -$2,374 | 减仓 |
| RRX | REGAL REXNORD CORPORATION COM | $11.98万 | 0.01% | 503 | 76 | 17.8% | $1.81万 | 加仓 |
| NVT | NVENT ELEC PLC SHS | $12.04万 | 0.01% | 710 | 11 | 1.6% | $1,866 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $12.05万 | 0.01% | 383 | 260 | 211.4% | $8.18万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $12.11万 | 0.01% | 817 | -23 | -2.7% | -$3,410 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $12.12万 | 0.01% | 1,263 | -789 | -38.5% | -$7.57万 | 减仓 |
| PNR | PENTAIR PLC SHS | $12.14万 | 0.01% | 1,584 | 809 | 104.4% | $6.20万 | 加仓 |
| GCMG | GCM GROSVENOR INC COM CL A | $12.30万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |