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 |
|---|---|---|---|---|---|---|---|---|
| RIG | TRANSOCEAN LTD REGISTERED SHS | $12.40万 | 0.01% | 25,350 | 58 | 0.2% | $284 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $12.47万 | 0.01% | 3,811 | 598 | 18.6% | $1.96万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $12.61万 | 0.01% | 5,893 | -3,290 | -35.8% | -$7.04万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $12.63万 | 0.01% | 550 | 27 | 5.2% | $6,198 | 加仓 |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $12.66万 | 0.01% | 4,282 | -254 | -5.6% | -$7,507 | 减仓 |
| EQT | EQT CORP COM | $12.73万 | 0.01% | 2,395 | 205 | 9.4% | $1.09万 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $12.83万 | 0.01% | 1,899 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $12.90万 | 0.01% | 1,426 | -938 | -39.7% | -$8.49万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP COM | $13.15万 | 0.01% | 2,707 | 1,127 | 71.3% | $5.47万 | 加仓 |
| — | WESTWOOD HLDGS GROUP INC COM | $13.41万 | 0.01% | 7,000 | 7,000 | — | $13.41万 | 新建仓 |
| DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $13.88万 | 0.01% | 3,077 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL COM | $13.91万 | 0.01% | 1,457 | 506 | 53.2% | $4.83万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION COM | $13.96万 | 0.01% | 5,444 | 1,598 | 41.5% | $4.10万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $13.99万 | 0.01% | 1,456 | 1,123 | 337.2% | $10.79万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $14.01万 | 0.01% | 67 | -2 | -2.9% | -$4,183 | 减仓 |
| R | RYDER SYS INC COM | $14.09万 | 0.01% | 534 | 3 | 0.6% | $791 | 加仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $14.09万 | 0.01% | 4,023 | 21 | 0.5% | $736 | 加仓 |
| FLGB | FRANKLIN FTSE UNITED KINGDOM ETF | $14.12万 | 0.01% | 4,000 | 4,000 | — | $14.12万 | 新建仓 |
| CR | CRANE COMPANY COMMON STOCK | $14.16万 | 0.01% | 635 | 3 | 0.5% | $669 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $14.22万 | 0.01% | 425 | 81 | 23.5% | $2.71万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $14.29万 | 0.01% | 588 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $14.30万 | 0.01% | 2,041 | 24 | 1.2% | $1,682 | 加仓 |
| VOYA | VOYA FINANCIAL INC COM | $14.33万 | 0.01% | 1,583 | 1,190 | 302.8% | $10.77万 | 加仓 |
| AVGE | AVANTIS ALL EQUITY MARKETS ETF | $14.38万 | 0.01% | 1,451 | 7 | 0.5% | $694 | 加仓 |
| YUM | YUM BRANDS INC COM | $14.58万 | 0.01% | 912 | 10 | 1.1% | $1,599 | 加仓 |
| HEI/A | HEICO CORP NEW CL A | $14.80万 | 0.01% | 574 | 529 | 1,175.6% | $13.64万 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $15.00万 | 0.01% | 678 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC COM | $15.02万 | 0.01% | 972 | 73 | 8.1% | $1.13万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $15.02万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $15.02万 | 0.01% | 5,400 | 2,143 | 65.8% | $5.96万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $15.17万 | 0.01% | 6,180 | -1,785 | -22.4% | -$4.38万 | 减仓 |
| WY | WEYERHAEUSER CO COM NEW | $15.29万 | 0.01% | 6,385 | 4,196 | 191.7% | $10.05万 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $15.34万 | 0.01% | 537 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $15.36万 | 0.01% | 3,197 | 44 | 1.4% | $2,113 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $15.42万 | 0.01% | 4,198 | 33 | 0.8% | $1,212 | 加仓 |
| F | FORD MTR CO COM | $15.47万 | 0.01% | 11,127 | 5,601 | 101.4% | $7.79万 | 加仓 |
| DOL | WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND | $15.51万 | 0.01% | 2,085 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $15.56万 | 0.01% | 951 | 65 | 7.3% | $1.06万 | 加仓 |
| — | KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF | $15.56万 | 0.01% | 9,000 | 9,000 | — | $15.56万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $15.85万 | 0.01% | 319 | -66 | -17.1% | -$3.28万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $15.96万 | 0.01% | 590 | -98 | -14.2% | -$2.65万 | 减仓 |
| TRGP | TARGA RES CORP COM | $16.09万 | 0.01% | 600 | 32 | 5.6% | $8,580 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $16.11万 | 0.01% | 1,460 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC COM | $16.11万 | 0.01% | 3,506 | -52 | -1.5% | -$2,389 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $16.28万 | 0.01% | 392 | 1 | 0.3% | $415 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $16.30万 | 0.01% | 214 | -100 | -31.8% | -$7.62万 | 减仓 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $16.39万 | 0.01% | 3,514 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $16.82万 | 0.01% | 377 | -33 | -8.0% | -$1.47万 | 减仓 |
| OSK | OSHKOSH CORP COM | $16.84万 | 0.01% | 1,097 | -131 | -10.7% | -$2.01万 | 减仓 |
| FDX | FEDEX CORP COM | $16.88万 | 0.01% | 539 | -283 | -34.4% | -$8.86万 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $16.95万 | 0.01% | 1,038 | -20 | -1.9% | -$3,266 | 减仓 |
| CMI | CUMMINS INC COM | $17.01万 | 0.01% | 239 | 130 | 119.3% | $9.25万 | 加仓 |
| TWLO | TWILIO INC CL A | $17.15万 | 0.01% | 831 | 666 | 403.6% | $13.74万 | 加仓 |
| ALC | ALCON AG ORD SHS | $17.36万 | 0.01% | 2,587 | -244 | -8.6% | -$1.64万 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $17.43万 | 0.01% | 1,180 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $17.52万 | 0.01% | 3,463 | -126 | -3.5% | -$6,373 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $17.53万 | 0.01% | 2,407 | -190 | -7.3% | -$1.38万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $17.54万 | 0.01% | 3,387 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $17.58万 | 0.01% | 3,135 | 239 | 8.3% | $1.34万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $17.74万 | 0.01% | 697 | 2 | 0.3% | $509 | 加仓 |
| ADSK | AUTODESK INC COM | $17.81万 | 0.01% | 916 | 694 | 312.6% | $13.49万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | $17.82万 | 0.01% | 2,186 | 2,025 | 1,257.8% | $16.51万 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $18.08万 | 0.01% | 394 | 47 | 13.5% | $2.16万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $18.12万 | 0.01% | 252 | 27 | 12.0% | $1.94万 | 加仓 |
| ROKU | ROKU INC COM CL A | $18.16万 | 0.01% | 1,315 | 1,143 | 664.5% | $15.79万 | 加仓 |
| GIS | GENERAL MILLS INC COM | $18.17万 | 0.01% | 5,222 | 1,829 | 53.9% | $6.36万 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $18.20万 | 0.01% | 1,505 | 225 | 17.6% | $2.72万 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $18.33万 | 0.01% | 1,255 | 1,089 | 656.0% | $15.91万 | 加仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $18.39万 | 0.01% | 9,170 | 1,530 | 20.0% | $3.07万 | 加仓 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $18.44万 | 0.01% | 3,375 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC COM | $18.56万 | 0.01% | 9,712 | -2,618 | -21.2% | -$5.00万 | 减仓 |
| CRH | CRH PLC ORD | $18.57万 | 0.01% | 1,735 | 478 | 38.0% | $5.12万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $18.84万 | 0.01% | 615 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $18.89万 | 0.01% | 1,866 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $18.96万 | 0.01% | 925 | -483 | -34.3% | -$9.90万 | 减仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $19.10万 | 0.01% | 1,408 | -1,898 | -57.4% | -$25.74万 | 减仓 |
| SYY | SYSCO CORP COM | $19.11万 | 0.01% | 2,286 | 575 | 33.6% | $4.81万 | 加仓 |
| RKT | ROCKET COS INC COM CL A | $19.13万 | 0.01% | 12,144 | 11,314 | 1,363.1% | $17.82万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $19.15万 | 0.01% | 1,445 | 38 | 2.7% | $5,035 | 加仓 |
| WMB | WILLIAMS COS INC COM | $19.15万 | 0.01% | 2,576 | 392 | 17.9% | $2.91万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $19.25万 | 0.01% | 9,676 | 647 | 7.2% | $1.29万 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | $19.27万 | 0.01% | 11,270 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $19.34万 | 0.01% | 2,120 | -259 | -10.9% | -$2.36万 | 减仓 |
| RPM | RPM INTL INC COM | $19.35万 | 0.01% | 1,741 | 11 | 0.6% | $1,223 | 加仓 |
| XEL | XCEL ENERGY INC COM | $19.47万 | 0.01% | 2,425 | 147 | 6.5% | $1.18万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $19.62万 | 0.01% | 1,255 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC COM | $19.87万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $19.89万 | 0.01% | 1,983 | 530 | 36.5% | $5.32万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $19.89万 | 0.01% | 3,993 | -376 | -8.6% | -$1.87万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $19.91万 | 0.01% | 2,158 | -2,498 | -53.7% | -$23.05万 | 减仓 |
| TTE | TOTALENERGIES SE ACT | $20.10万 | 0.01% | 2,586 | -392 | -13.2% | -$3.05万 | 减仓 |
| PKG | PACKAGING CORP AMER COM | $20.52万 | 0.02% | 861 | 330 | 62.1% | $7.86万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $20.57万 | 0.02% | 3,383 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC COM | $20.59万 | 0.02% | 357 | 42 | 13.3% | $2.42万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $20.63万 | 0.02% | 1,769 | -5,109 | -74.3% | -$59.59万 | 减仓 |
| ABNB | AIRBNB INC COM CL A | $20.85万 | 0.02% | 1,457 | 77 | 5.6% | $1.10万 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL COM | $20.98万 | 0.02% | 7,000 | 7,000 | — | $20.98万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $21.02万 | 0.02% | 846 | 369 | 77.4% | $9.17万 | 加仓 |
| LIN | LINDE PLC SHS | $21.17万 | 0.02% | 408 | -24 | -5.6% | -$1.25万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $21.54万 | 0.02% | 574 | 2 | 0.3% | $751 | 加仓 |