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 |
|---|---|---|---|---|---|---|---|---|
| — | ALTAMIRA THERAPEUTICS LTD SHS | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC COM | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | EDESA BIOTECH INC COM NEW | $5 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | XEROX HOLDINGS CORP WT EXP 021128 | $5 | 0.00% | 59 | 59 | — | $5 | 新建仓 |
| — | ABUNDIA GLOBAL IMPACT GROUP COM SHS | $17 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | FILANA THERAPEUTICS INC COM | $17 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | NEKTAR THERAPEUTICS COM NEW | $72 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ANGI | ANGI INC CL A NEW | $75 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | TVARDI THERAPEUTICS INC COM | $86 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | PASSAGE BIO INC COM NEW | $94 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $104 | 0.00% | 11 | -461 | -97.7% | -$4,359 | 减仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $106 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | GABELLI EQUITY TR INC RT EXP 041426 | $114 | 0.00% | 16,350 | 16,350 | — | $114 | 新建仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $124 | 0.00% | 5 | 5 | — | $124 | 新建仓 |
| FSLY | FASTLY INC CL A | $145 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| XRX | XEROX HOLDINGS CORP COM NEW | $154 | 0.00% | 119 | 1 | 0.8% | $1 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $167 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC COM | $173 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES CALIF INC COM | $224 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $234 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. SPONSORED ADR | $234 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | BRASKEM S A SP ADR PFD A | $242 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| LPL | LG DISPLAY CO LTD SPONS ADR REP | $259 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $267 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $285 | 0.00% | 41 | -57 | -58.2% | -$396 | 减仓 |
| INDA | ISHARES MSCI INDIA ETF | $328 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC COM | $359 | 0.00% | 1 | 1 | — | $359 | 新建仓 |
| PHR | PHREESIA INC COM | $369 | 0.00% | 44 | 44 | — | $369 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $410 | 0.00% | 18 | 18 | — | $410 | 新建仓 |
| BBD | BANCO BRADESCO S A SP ADR PFD NEW | $434 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC COM | $451 | 0.00% | 21 | 21 | — | $451 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $452 | 0.00% | 30 | 30 | — | $452 | 新建仓 |
| — | ARCELLX INC COMMON STOCK | $459 | 0.00% | 4 | 4 | — | $459 | 新建仓 |
| DXC | DXC TECHNOLOGY CO COM | $468 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| PGNY | PROGYNY INC COM | $475 | 0.00% | 28 | 28 | — | $475 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $486 | 0.00% | 5 | 5 | — | $486 | 新建仓 |
| HUBS | HUBSPOT INC COM | $488 | 0.00% | 2 | -44 | -95.7% | -$1.07万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC COM | $488 | 0.00% | 15 | 15 | — | $488 | 新建仓 |
| VOYG | VOYAGER TECHNOLOGIES INC COM CL A | $491 | 0.00% | 21 | 21 | — | $491 | 新建仓 |
| VTR | VENTAS INC COM | $491 | 0.00% | 6 | 6 | — | $491 | 新建仓 |
| KURA | KURA ONCOLOGY INC COM | $496 | 0.00% | 61 | -487 | -88.9% | -$3,960 | 减仓 |
| — | SOLENO THERAPEUTICS INC COM | $502 | 0.00% | 15 | 15 | — | $502 | 新建仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC COM | $522 | 0.00% | 6 | 6 | — | $522 | 新建仓 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $522 | 0.00% | 100 | 100 | — | $522 | 新建仓 |
| CYTK | CYTOKINETICS INC COM NEW | $527 | 0.00% | 8 | -4 | -33.3% | -$264 | 减仓 |
| RC | READY CAPITAL CORP COM | $527 | 0.00% | 325 | 104 | 47.1% | $169 | 加仓 |
| PCG | PG&E CORP COM | $527 | 0.00% | 30 | 30 | — | $527 | 新建仓 |
| VEEV | VEEVA SYS INC CL A COM | $527 | 0.00% | 3 | 3 | — | $527 | 新建仓 |
| LRN | STRIDE INC COM | $529 | 0.00% | 6 | 6 | — | $529 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC COM | $533 | 0.00% | 4 | -2 | -33.3% | -$266 | 重新持有 |
| RDDT | REDDIT INC CL A | $539 | 0.00% | 4 | 4 | — | $539 | 新建仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $544 | 0.00% | 12 | 12 | — | $544 | 新建仓 |
| SG | SWEETGREEN INC COM CL A | $545 | 0.00% | 105 | -5 | -4.5% | -$26 | 减仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $550 | 0.00% | 12 | -103 | -89.6% | -$4,721 | 减仓 |
| JANX | JANUX THERAPEUTICS INC COM | $570 | 0.00% | 41 | 41 | — | $570 | 新建仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $582 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC CLASS A COM | $593 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENERGY CORP COM | $593 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $598 | 0.00% | 4 | 4 | — | $598 | 新建仓 |
| KREF | KKR REAL ESTATE FIN TR INC COM | $600 | 0.00% | 98 | 98 | — | $600 | 新建仓 |
| NIO | NIO INC SPON ADS | $603 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP COM | $604 | 0.00% | 34 | 34 | — | $604 | 新建仓 |
| WULF | TERAWULF INC COM | $606 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| BHVN | BIOHAVEN LTD COM | $609 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| HUT | HUT 8 CORP COM | $610 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC COM | $659 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | OPEN LENDING CORP COM | $719 | 0.00% | 575 | 116 | 25.3% | $145 | 加仓 |
| VERA | VERA THERAPEUTICS INC CL A | $724 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $724 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART COM | $733 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC COM | $734 | 0.00% | 209 | 209 | — | $734 | 新建仓 |
| HPK | HIGHPEAK ENERGY INC COM | $745 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC COM CL A | $746 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IBTA | IBOTTA INC CLASS A COM SHS | $749 | 0.00% | 25 | 25 | — | $749 | 新建仓 |
| UEC | URANIUM ENERGY CORP COM | $756 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $766 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC COM NEW | $767 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| KRUS | KURA SUSHI USA INC CL A COM | $768 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL COM | $769 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| DK | DELEK US HLDGS INC NEW COM | $811 | 0.00% | 18 | 18 | — | $811 | 新建仓 |
| GRAL | GRAIL INC COM | $827 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PPLI | IAC INC COM NEW | $841 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC COM | $849 | 0.00% | 104 | 11 | 11.8% | $90 | 加仓 |
| HOG | HARLEY DAVIDSON INC COM | $858 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| NBR | NABORS INDUSTRIES LTD SHS | $861 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC COM | $873 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $873 | 0.00% | 5 | 3 | 150.0% | $524 | 加仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $877 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE & RUBR CO COM | $882 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC COM SHS | $903 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $915 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $937 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EC | ECOPETROL S A SPONSORED ADS | $965 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC COM | $968 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INC COM | $995 | 0.00% | 463 | -50 | -9.7% | -$107 | 减仓 |
| MSTR | STRATEGY INC CL A NEW | $998 | 0.00% | 8 | 8 | — | $998 | 新建仓 |
| DX | DYNEX CAP INC COM | $1,008 | 0.00% | 79 | 79 | — | $1,008 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC COM | $1,015 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $1,015 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT PART IN | $1,062 | 0.00% | 100 | 0 | 0.0% | — | 不变 |