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 |
|---|---|---|---|---|---|---|---|---|
| TARS | TARSUS PHARMACEUTICALS INC COM | $2,876 | 0.00% | 41 | -1 | -2.4% | -$70 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC COM | $2,883 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $2,927 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| — | NAVIENT CORPORATION COM | $2,928 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| SIG | SIGNET JEWELERS LIMITED SHS | $2,934 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $2,937 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $2,954 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | KULR TECHNOLOGY GROUP INC COM | $2,963 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC COM | $2,964 | 0.00% | 88 | -1 | -1.1% | -$34 | 减仓 |
| VRSN | VERISIGN INC COM | $2,980 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $3,005 | 0.00% | 135 | -228 | -62.8% | -$5,075 | 减仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $3,005 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | SNDL INC COM | $3,036 | 0.00% | 2,300 | 400 | 21.1% | $528 | 加仓 |
| SXI | STANDEX INTL CORP COM | $3,058 | 0.00% | 12 | 12 | — | $3,058 | 新建仓 |
| INSE | INSPIRED ENTMT INC COM | $3,059 | 0.00% | 429 | 87 | 25.4% | $620 | 加仓 |
| DAVE | DAVE INC CLASS A COM NEW | $3,134 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| EPAC | ENERPAC TOOL GROUP CORP CL A COM | $3,136 | 0.00% | 86 | -40 | -31.7% | -$1,459 | 减仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $3,155 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND | $3,156 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD SPONSORED ADR | $3,180 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| E | ENI SPA SPONSORED ADR | $3,208 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| TIPT | TIPTREE INC COM | $3,215 | 0.00% | 190 | 35 | 22.6% | $592 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $3,219 | 0.00% | 427 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $3,239 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| ACIW | ACI WORLDWIDE INC COM | $3,240 | 0.00% | 79 | -1,561 | -95.2% | -$6.40万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $3,243 | 0.00% | 150 | -418 | -73.6% | -$9,037 | 减仓 |
| LW | LAMB WESTON HLDGS INC COM | $3,254 | 0.00% | 77 | -48 | -38.4% | -$2,028 | 减仓 |
| MEOH | METHANEX CORP COM | $3,274 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP COM | $3,301 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC COM | $3,315 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $3,319 | 0.00% | 56 | 9 | 19.1% | $533 | 加仓 |
| — | HOLOGIC INC COM | $3,326 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP COM | $3,344 | 0.00% | 38 | 5 | 15.2% | $440 | 加仓 |
| ADT | ADT INC DEL COM | $3,377 | 0.00% | 514 | 514 | — | $3,377 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $3,405 | 0.00% | 37 | -650 | -94.6% | -$5.98万 | 减仓 |
| MTG | MGIC INVT CORP WIS COM | $3,413 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $3,437 | 0.00% | 109 | 109 | — | $3,437 | 新建仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $3,443 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK COM | $3,446 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MMSI | MERIT MED SYS INC COM | $3,447 | 0.00% | 50 | -1 | -2.0% | -$69 | 减仓 |
| DUOL | DUOLINGO INC CL A COM | $3,450 | 0.00% | 35 | 35 | — | $3,450 | 新建仓 |
| CASH | PATHWARD FINANCIAL INC COM | $3,480 | 0.00% | 39 | -1 | -2.5% | -$89 | 减仓 |
| DAN | DANA INC COM | $3,500 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA COM | $3,526 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $3,537 | 0.00% | 27 | 27 | — | $3,537 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC COM | $3,584 | 0.00% | 54 | -87 | -61.7% | -$5,774 | 减仓 |
| LMB | LIMBACH HLDGS INC COM | $3,590 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| SFNC | SIMMONS FIRST NATL CORP CL A $1 PAR | $3,618 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC COM | $3,640 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $3,641 | 0.00% | 36 | 36 | — | $3,641 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $3,664 | 0.00% | 7 | 7 | — | $3,664 | 新建仓 |
| VSEC | VSE CORP COM | $3,688 | 0.00% | 20 | 20 | — | $3,688 | 新建仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $3,731 | 0.00% | 108 | 62 | 134.8% | $2,142 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA COM | $3,737 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS COM SH BEN INT | $3,747 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $3,755 | 0.00% | 40 | -4 | -9.1% | -$376 | 减仓 |
| WPP | WPP PLC NEW ADR | $3,779 | 0.00% | 243 | 243 | — | $3,779 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $3,813 | 0.00% | 25 | 3 | 13.6% | $458 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $3,817 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC COM | $3,842 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP CL A COM | $3,854 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| GKOS | GLAUKOS CORP COM | $3,876 | 0.00% | 36 | 36 | — | $3,876 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $3,896 | 0.00% | 42 | 42 | — | $3,896 | 新建仓 |
| GNRC | GENERAC HLDGS INC COM | $3,907 | 0.00% | 20 | 20 | — | $3,907 | 新建仓 |
| ABX | ABACUS GLOBAL MGMT INC CL A | $3,940 | 0.00% | 500 | 500 | — | $3,940 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC COM | $3,952 | 0.00% | 27 | -1 | -3.6% | -$146 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $4,011 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BBW | BUILD-A-BEAR WORKSHOP INC COM | $4,037 | 0.00% | 108 | 22 | 25.6% | $822 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC COM CL A | $4,040 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP COM | $4,044 | 0.00% | 238 | 238 | — | $4,044 | 新建仓 |
| UMBF | UMB FINL CORP COM | $4,060 | 0.00% | 36 | 36 | — | $4,060 | 新建仓 |
| IR | INGERSOLL RAND INC COM | $4,086 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED ADR | $4,092 | 0.00% | 158 | 33 | 26.4% | $855 | 加仓 |
| EXTR | EXTREME NETWORKS INC COM | $4,147 | 0.00% | 275 | 55 | 25.0% | $829 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $4,151 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| BELFB | BEL FUSE INC CL B | $4,158 | 0.00% | 21 | 21 | — | $4,158 | 新建仓 |
| FTAI | FTAI AVIATION LTD SHS | $4,165 | 0.00% | 17 | 17 | — | $4,165 | 新建仓 |
| ESTC | ELASTIC N V ORD SHS | $4,199 | 0.00% | 84 | 84 | — | $4,199 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP COM | $4,204 | 0.00% | 42 | 42 | — | $4,204 | 新建仓 |
| CLBT | CELLEBRITE DI LTD ORDINARY SHARES | $4,272 | 0.00% | 310 | 60 | 24.0% | $827 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $4,282 | 0.00% | 46 | -2,150 | -97.9% | -$20.01万 | 减仓 |
| RVTY | REVVITY INC COM | $4,293 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD COM | $4,343 | 0.00% | 10 | 10 | — | $4,343 | 新建仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $4,360 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC CL A | $4,371 | 0.00% | 115 | 115 | — | $4,371 | 新建仓 |
| MOS | MOSAIC CO COM | $4,386 | 0.00% | 172 | -437 | -71.8% | -$1.11万 | 重新持有 |
| MANH | MANHATTAN ASSOCIATES INC COM | $4,393 | 0.00% | 33 | 5 | 17.9% | $666 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $4,400 | 0.00% | 48 | -166 | -77.6% | -$1.52万 | 重新持有 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $4,428 | 0.00% | 31 | -184 | -85.6% | -$2.63万 | 减仓 |
| WAT | WATERS CORP COM | $4,467 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LMAT | LEMAITRE VASCULAR INC COM | $4,476 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $4,484 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP COM | $4,487 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC CL A | $4,522 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $4,538 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC COM | $4,539 | 0.00% | 143 | 22 | 18.2% | $698 | 加仓 |
| QTWO | Q2 HLDGS INC COM | $4,541 | 0.00% | 96 | 96 | — | $4,541 | 新建仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $4,548 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $4,549 | 0.00% | 98 | 98 | — | $4,549 | 新建仓 |
| SOLV | SOLVENTUM CORP COM SHS | $4,571 | 0.00% | 70 | 0 | 0.0% | — | 不变 |