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 |
|---|---|---|---|---|---|---|---|---|
| EFV | ISHARES MSCI EAFE VALUE ETF | $132.73万 | 0.10% | 17,339 | 3 | 0.0% | $230 | 加仓 |
| BKGI | BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF | $134.91万 | 0.10% | 30,001 | 30,001 | — | $134.91万 | 新建仓 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $136.12万 | 0.10% | 27,622 | 64 | 0.2% | $3,154 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $137.53万 | 0.10% | 5,673 | -3,953 | -41.1% | -$95.83万 | 减仓 |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | $140.79万 | 0.10% | 17,976 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $141.38万 | 0.10% | 5,230 | -175 | -3.2% | -$4.73万 | 减仓 |
| CI | THE CIGNA GROUP COM | $142.55万 | 0.10% | 5,171 | 9 | 0.2% | $2,481 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC COM | $144.20万 | 0.11% | 14,865 | -1,431 | -8.8% | -$13.88万 | 减仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $145.11万 | 0.11% | 17,623 | -127 | -0.7% | -$1.05万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $145.69万 | 0.11% | 16,105 | 1,201 | 8.1% | $10.86万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $146.67万 | 0.11% | 11,812 | -15,304 | -56.4% | -$190.03万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $148.53万 | 0.11% | 8,210 | 1,247 | 17.9% | $22.56万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $150.52万 | 0.11% | 40,946 | -832 | -2.0% | -$3.06万 | 减仓 |
| DE | DEERE & CO COM | $151.57万 | 0.11% | 2,390 | 213 | 9.8% | $13.51万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $152.19万 | 0.11% | 765 | -146 | -16.0% | -$29.05万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $153.96万 | 0.11% | 3,022 | 8 | 0.3% | $4,076 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $155.50万 | 0.11% | 26,392 | 0 | 0.0% | — | 不变 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $157.66万 | 0.12% | 17,675 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $158.01万 | 0.12% | 11,664 | 48 | 0.4% | $6,503 | 加仓 |
| GBDC | GOLUB CAP BDC INC COM | $159.94万 | 0.12% | 124,179 | 1,605 | 1.3% | $2.07万 | 加仓 |
| AVIV | AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | $161.87万 | 0.12% | 20,908 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $164.15万 | 0.12% | 19,056 | 36 | 0.2% | $3,101 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $164.20万 | 0.12% | 5,509 | 353 | 6.8% | $10.52万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $165.83万 | 0.12% | 17,186 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $168.95万 | 0.12% | 18,648 | 18,648 | — | $168.95万 | 新建仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $171.47万 | 0.13% | 27,900 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $172.08万 | 0.13% | 10,381 | 455 | 4.6% | $7.54万 | 加仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $173.55万 | 0.13% | 40,082 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $175.09万 | 0.13% | 4,408 | 183 | 4.3% | $7.27万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $186.23万 | 0.14% | 26,010 | 16 | 0.1% | $1,146 | 加仓 |
| CSCO | CISCO SYS INC COM | $193.53万 | 0.14% | 16,476 | 87 | 0.5% | $1.02万 | 加仓 |
| MRK | MERCK & CO INC COM | $195.59万 | 0.14% | 15,221 | 578 | 3.9% | $7.43万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $196.12万 | 0.14% | 19,032 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $198.01万 | 0.15% | 4,146 | 39 | 0.9% | $1.86万 | 加仓 |
| INTC | INTEL CORP COM | $204.56万 | 0.15% | 14,650 | 94 | 0.6% | $1.31万 | 加仓 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $207.02万 | 0.15% | 22,656 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $214.88万 | 0.16% | 26,002 | 1,449 | 5.9% | $11.97万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $216.37万 | 0.16% | 6,554 | -17 | -0.3% | -$5,612 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $220.18万 | 0.16% | 25,755 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $220.69万 | 0.16% | 26,449 | 56 | 0.2% | $4,673 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $226.23万 | 0.17% | 4,521 | -384 | -7.8% | -$19.22万 | 减仓 |
| GEV | GE VERNOVA INC COM | $234.43万 | 0.17% | 1,995 | -477 | -19.3% | -$56.05万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $234.49万 | 0.17% | 41,153 | 173 | 0.4% | $9,858 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $238.82万 | 0.18% | 10,093 | -25 | -0.2% | -$5,916 | 减仓 |
| TSLA | TESLA INC COM | $250.79万 | 0.18% | 5,963 | 1,484 | 33.1% | $62.41万 | 加仓 |
| C | CITIGROUP INC COM NEW | $252.46万 | 0.19% | 18,038 | 462 | 2.6% | $6.47万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $252.82万 | 0.19% | 2,190 | 441 | 25.2% | $50.91万 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $258.50万 | 0.19% | 50,010 | -457 | -0.9% | -$2.36万 | 减仓 |
| TLTD | FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND | $259.27万 | 0.19% | 26,436 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $272.94万 | 0.20% | 53,750 | 14,496 | 36.9% | $73.61万 | 加仓 |
| ABBV | ABBVIE INC COM | $284.08万 | 0.21% | 11,289 | -589 | -5.0% | -$14.82万 | 减仓 |
| WMT | WALMART INC COM | $284.88万 | 0.21% | 25,153 | -367 | -1.4% | -$4.16万 | 减仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $286.96万 | 0.21% | 23,632 | 36 | 0.2% | $4,371 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $292.25万 | 0.21% | 29,730 | 0 | 0.0% | — | 不变 |
| ISCG | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | $297.55万 | 0.22% | 45,400 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $304.89万 | 0.22% | 24,766 | -1,057 | -4.1% | -$13.01万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $305.71万 | 0.22% | 14,028 | -364 | -2.5% | -$7.93万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $309.34万 | 0.23% | 12,180 | 174 | 1.4% | $4.42万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $309.74万 | 0.23% | 17,621 | 218 | 1.3% | $3.83万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $314.40万 | 0.23% | 12,465 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $315.91万 | 0.23% | 13,277 | 11 | 0.1% | $2,617 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $326.54万 | 0.24% | 39,851 | 36 | 0.1% | $2,950 | 加仓 |
| STE | STERIS PLC SHS USD | $353.78万 | 0.26% | 16,801 | -50 | -0.3% | -$1.05万 | 减仓 |
| LLY | ELI LILLY & CO COM | $357.66万 | 0.26% | 2,982 | -6 | -0.2% | -$7,196 | 减仓 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $361.13万 | 0.27% | 124,656 | -3,176 | -2.5% | -$9.20万 | 减仓 |
| MTB | M & T BK CORP COM | $363.30万 | 0.27% | 15,264 | 36 | 0.2% | $8,568 | 加仓 |
| CRM | SALESFORCE INC COM | $367.49万 | 0.27% | 23,458 | -328 | -1.4% | -$5.14万 | 减仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $386.50万 | 0.28% | 42,375 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $391.40万 | 0.29% | 25,835 | -136 | -0.5% | -$2.06万 | 减仓 |
| KO | COCA COLA CO COM | $406.33万 | 0.30% | 49,997 | 1,363 | 2.8% | $11.08万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $410.23万 | 0.30% | 55,928 | 1,214 | 2.2% | $8.90万 | 加仓 |
| CAT | CATERPILLAR INC COM | $410.75万 | 0.30% | 3,857 | -91 | -2.3% | -$9.69万 | 减仓 |
| AVGO | BROADCOM INC COM | $418.09万 | 0.31% | 11,068 | -526 | -4.5% | -$19.87万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $446.06万 | 0.33% | 32,626 | 32,626 | — | $446.06万 | 新建仓 |
| GLW | CORNING INC COM | $446.81万 | 0.33% | 17,492 | 972 | 5.9% | $24.83万 | 加仓 |
| DSTL | DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | $450.75万 | 0.33% | 75,250 | 1,126 | 1.5% | $6.74万 | 加仓 |
| BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETF | $452.72万 | 0.33% | 184,782 | 20,566 | 12.5% | $50.39万 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $461.97万 | 0.34% | 23,909 | -353 | -1.5% | -$6.82万 | 减仓 |
| META | META PLATFORMS INC CL A | $473.26万 | 0.35% | 34,945 | -370 | -1.0% | -$5.01万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $487.04万 | 0.36% | 37,791 | 924 | 2.5% | $11.91万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $502.84万 | 0.37% | 14,232 | 3,398 | 31.4% | $120.06万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $516.81万 | 0.38% | 17,785 | -181 | -1.0% | -$5.26万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $521.42万 | 0.38% | 7,592 | -176 | -2.3% | -$12.09万 | 减仓 |
| VDE | VANGUARD ENERGY ETF | $537.80万 | 0.39% | 35,822 | -94 | -0.3% | -$1.41万 | 减仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $539.76万 | 0.40% | 70,872 | -23,565 | -25.0% | -$179.47万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $555.92万 | 0.41% | 54,044 | -1,324 | -2.4% | -$13.62万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $585.85万 | 0.43% | 15,832 | 4 | 0.0% | $1,480 | 加仓 |
| NUE | NUCOR CORP COM | $586.74万 | 0.43% | 26,341 | -6,790 | -20.5% | -$151.25万 | 减仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $622.60万 | 0.46% | 157,462 | -6,771 | -4.1% | -$26.77万 | 减仓 |
| VAW | VANGUARD MATERIALS ETF | $648.73万 | 0.48% | 28,355 | -120 | -0.4% | -$2.75万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $692.40万 | 0.51% | 24,638 | 12 | 0.0% | $3,372 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $722.85万 | 0.53% | 17,749 | -28 | -0.2% | -$1.14万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $726.22万 | 0.53% | 9,725 | 25 | 0.3% | $1.87万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $804.66万 | 0.59% | 19,360 | 35 | 0.2% | $1.45万 | 加仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $862.75万 | 0.63% | 113,999 | -105,149 | -48.0% | -$795.77万 | 减仓 |
| V | VISA INC COM CL A | $982.27万 | 0.72% | 28,630 | 61 | 0.2% | $2.09万 | 加仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $1,019.30万 | 0.75% | 79,583 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $1,033.30万 | 0.76% | 53,986 | 1,261 | 2.4% | $24.14万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,140.62万 | 0.84% | 68,711 | 2,613 | 4.0% | $43.38万 | 加仓 |
| AGO | ASSURED GUARANTY LTD COM | $1,180.83万 | 0.87% | 147,309 | -22,756 | -13.4% | -$182.41万 | 减仓 |