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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL US REAL ESTATE ETF | $1,357.63万 | 1.00% | 518,972 | 56,607 | 12.2% | $148.08万 | 加仓 |
| RTX | RTX CORPORATION COM | $1,371.19万 | 1.01% | 72,271 | -545 | -0.7% | -$10.34万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,455.25万 | 1.07% | 72,730 | 1,625 | 2.3% | $32.51万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1,499.91万 | 1.10% | 25,820 | 917 | 3.7% | $53.27万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $1,576.59万 | 1.16% | 163,496 | -1,288 | -0.8% | -$12.42万 | 减仓 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $1,618.24万 | 1.19% | 193,131 | -243 | -0.1% | -$2.04万 | 减仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $1,662.80万 | 1.22% | 414,353 | -4,232 | -1.0% | -$16.98万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $1,973.38万 | 1.45% | 40,178 | -48 | -0.1% | -$2.36万 | 减仓 |
| AAPL | APPLE INC COM | $1,993.83万 | 1.46% | 68,905 | -1,009 | -1.4% | -$29.20万 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $2,074.11万 | 1.52% | 251,896 | -308 | -0.1% | -$2.54万 | 减仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $2,078.83万 | 1.53% | 384,826 | -1,395 | -0.4% | -$7.54万 | 减仓 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $2,556.81万 | 1.88% | 562,679 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $2,829.10万 | 2.08% | 386,413 | -133 | -0.0% | -$9,738 | 减仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $2,983.91万 | 2.19% | 542,430 | -1,912 | -0.4% | -$10.52万 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $3,184.08万 | 2.34% | 330,573 | -2,263 | -0.7% | -$21.80万 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $3,454.93万 | 2.54% | 837,560 | -6,773 | -0.8% | -$27.94万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $4,399.43万 | 3.23% | 525,305 | 10,020 | 1.9% | $83.92万 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $6,569.18万 | 4.82% | 1,783,165 | 209,707 | 13.3% | $772.56万 | 加仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $8,787.50万 | 6.45% | 1,071,907 | 82,430 | 8.3% | $675.76万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $1.02亿 | 7.48% | 2,298,403 | -12,433 | -0.5% | -$55.15万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $2.31亿 | 16.95% | 2,335,268 | -6,931 | -0.3% | -$68.54万 | 减仓 |