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 |
|---|---|---|---|---|---|---|---|---|
| CCOI | COGENT COMM HOLDINGS INC COM NEW | $1,074 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| YEXT | YEXT INC COM | $1,075 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP COM | $1,081 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $1,099 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $1,119 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | VANECK AFRICA INDEX ETF | $1,133 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $1,152 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $1,159 | 0.00% | 73 | -2,975 | -97.6% | -$4.72万 | 减仓 |
| — | ZEVIA PBC CL A | $1,170 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CWK | CUSHMAN AND WAKEFIELD LTD COMMON SHARES | $1,189 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $1,198 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $1,222 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $1,261 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $1,265 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC COM | $1,281 | 0.00% | 7 | -2 | -22.2% | -$366 | 减仓 |
| CNA | CNA FINL CORP COM | $1,286 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC COM | $1,289 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $1,309 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC COM | $1,326 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC COM | $1,333 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC COM | $1,354 | 0.00% | 10 | 2 | 25.0% | $271 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $1,358 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY COM LTD SHS | $1,382 | 0.00% | 20 | 4 | 25.0% | $276 | 加仓 |
| MTCH | MATCH GROUP INC NEW COM | $1,382 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC SPONS ADR | $1,401 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1,437 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP CL B COM | $1,447 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| XPOF | XPONENTIAL FITNESS INC COM CL A | $1,505 | 0.00% | 250 | 50 | 25.0% | $301 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $1,533 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC COM | $1,535 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC ADR | $1,545 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| PAR | PAR TECHNOLOGY CORP COM | $1,546 | 0.00% | 116 | -1,367 | -92.2% | -$1.82万 | 减仓 |
| PII | POLARIS INC COM | $1,563 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $1,585 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $1,598 | 0.00% | 32 | 32 | — | $1,598 | 新建仓 |
| BBY | BEST BUY INC COM | $1,605 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP COM | $1,666 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1,684 | 0.00% | 22 | 22 | — | $1,684 | 新建仓 |
| HOMB | HOME BANCSHARES INC COM | $1,697 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| VLRS | CONTROLADORA VUELA COMP DE AVI SPON ADR RP 10 | $1,702 | 0.00% | 235 | 50 | 27.0% | $362 | 加仓 |
| CLDT | CHATHAM LODGING TR COM | $1,731 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP COM | $1,740 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CHH | CHOICE HOTELS INTL INC COM | $1,760 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC COM NEW | $1,797 | 0.00% | 51 | -2 | -3.8% | -$70 | 减仓 |
| MDU | MDU RES GROUP INC COM | $1,828 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| — | FIDELITY DISRUPTORS ETF | $1,836 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $1,888 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $1,889 | 0.00% | 16 | 16 | — | $1,889 | 新建仓 |
| — | GLOBAL X CONSCIOUS COMPANIES ETF | $1,911 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $1,912 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $1,942 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | ATKORE INC COM | $1,944 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD SHS | $1,958 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ASTH | ASTRANA HEALTH INC COM NEW | $1,986 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC SPON ADR REP A | $2,006 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $2,034 | 0.00% | 22 | -154 | -87.5% | -$1.42万 | 减仓 |
| MAT | MATTEL INC COM | $2,034 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $2,047 | 0.00% | 71 | -11 | -13.4% | -$317 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC COM | $2,066 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $2,094 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| — | FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF | $2,133 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| — | LEXINFINTECH HLDGS LTD ADR | $2,180 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP COM | $2,180 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC COM | $2,193 | 0.00% | 58 | 58 | — | $2,193 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $2,198 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ATRC | ATRICURE INC COM | $2,225 | 0.00% | 78 | -1 | -1.3% | -$29 | 减仓 |
| MDXG | MIMEDX GROUP INC COM | $2,291 | 0.00% | 580 | 110 | 23.4% | $434 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $2,299 | 0.00% | 59 | -699 | -92.2% | -$2.72万 | 减仓 |
| RKLB | ROCKET LAB CORP COM | $2,312 | 0.00% | 36 | 18 | 100.0% | $1,156 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $2,320 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $2,330 | 0.00% | 237 | -2 | -0.8% | -$20 | 减仓 |
| AWR | AMER STATES WTR CO COM | $2,340 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE PACIFIC ETF | $2,346 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A SP ADR REP B NVT | $2,350 | 0.00% | 293 | 293 | — | $2,350 | 新建仓 |
| — | TWO HARBORS INVENTMENT CORPOR COM | $2,367 | 0.00% | 207 | 48 | 30.2% | $549 | 加仓 |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | $2,374 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| NXDR | NEXTDOOR HOLDINGS INC COM CL A | $2,380 | 0.00% | 1,700 | 350 | 25.9% | $490 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC COM | $2,449 | 0.00% | 38 | 12 | 46.2% | $773 | 加仓 |
| SAIA | SAIA INC COM | $2,459 | 0.00% | 7 | -249 | -97.3% | -$8.75万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC COM | $2,464 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| KWR | QUAKER HOUGHTON COM | $2,485 | 0.00% | 20 | -1 | -4.8% | -$124 | 减仓 |
| CRON | CRONOS GROUP INC COM | $2,510 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAP BANCSHARES INC COM | $2,562 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $2,567 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $2,575 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP COM | $2,597 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC COM | $2,599 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $2,600 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | GATES INDL CORP PLC ORD SHS | $2,600 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| LAES | SEALSQ CORP ORD SHS | $2,620 | 0.00% | 1,000 | 1,000 | — | $2,620 | 新建仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $2,622 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $2,686 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $2,707 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC COM | $2,714 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC COM | $2,738 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $2,756 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC COM | $2,765 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL BALL METAVERSE ETF | $2,795 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $2,795 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $2,842 | 0.00% | 52 | 0 | 0.0% | — | 不变 |