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 |
|---|---|---|---|---|---|---|---|---|
| MLKN | MILLERKNOLL INC COM | $6,435 | 0.00% | 445 | 33 | 8.0% | $477 | 加仓 |
| AM | ANTERO MIDSTREAM CORP COM | $6,452 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC COM | $6,453 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $6,463 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC COM | $6,538 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD ORD | $6,546 | 0.00% | 100 | 100 | — | $6,546 | 新建仓 |
| FTDR | FRONTDOOR INC COM | $6,555 | 0.00% | 124 | -2,018 | -94.2% | -$10.67万 | 减仓 |
| QDEL | QUIDELORTHO CORP COM | $6,572 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC SPONSORED ADS | $6,604 | 0.00% | 59 | -1 | -1.7% | -$112 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $6,613 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC COM | $6,619 | 0.00% | 81 | 6 | 8.0% | $490 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA COM NEW | $6,634 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC COM | $6,658 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC COM | $6,660 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| — | BANCROFT FD LTD COM | $6,662 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $6,671 | 0.00% | 321 | 191 | 146.9% | $3,969 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $6,705 | 0.00% | 606 | 17 | 2.9% | $188 | 加仓 |
| AYI | ACUITY INC COM | $6,725 | 0.00% | 24 | 24 | — | $6,725 | 新建仓 |
| MSM | MSC INDL DIRECT INC CL A | $6,736 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC COM | $6,747 | 0.00% | 130 | 130 | — | $6,747 | 新建仓 |
| TSN | TYSON FOODS INC CL A | $6,791 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP COM | $6,802 | 0.00% | 96 | 96 | — | $6,802 | 新建仓 |
| RHLD | RESOLUTE HLDGS MGMT INC COM | $6,817 | 0.00% | 42 | 8 | 23.5% | $1,298 | 加仓 |
| IEX | IDEX CORP COM | $6,824 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $6,866 | 0.00% | 752 | 752 | — | $6,866 | 新建仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $6,893 | 0.00% | 194 | 34 | 21.2% | $1,208 | 加仓 |
| WU | WESTERN UN CO COM | $6,914 | 0.00% | 792 | -1,400 | -63.9% | -$1.22万 | 减仓 |
| ENVA | ENOVA INTL INC COM | $6,927 | 0.00% | 51 | -1 | -1.9% | -$136 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $6,989 | 0.00% | 1,248 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC COMMON STOCK | $7,049 | 0.00% | 103 | 18 | 21.2% | $1,232 | 加仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $7,053 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC COM | $7,091 | 0.00% | 117 | -7 | -5.6% | -$424 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $7,111 | 0.00% | 328 | 328 | — | $7,111 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC COM | $7,186 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO COM | $7,203 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP COM | $7,225 | 0.00% | 52 | -711 | -93.2% | -$9.88万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $7,247 | 0.00% | 1,980 | 1,398 | 240.2% | $5,117 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $7,306 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD SHS | $7,336 | 0.00% | 302 | 302 | — | $7,336 | 新建仓 |
| HSIC | SCHEIN HENRY INC COM | $7,370 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $7,372 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| LOMA | LOMA NEGRA C I A S A MTN 144A SPONSORED ADS | $7,375 | 0.00% | 665 | 115 | 20.9% | $1,275 | 加仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $7,381 | 0.00% | 284 | 284 | — | $7,381 | 新建仓 |
| CNXC | CONCENTRIX CORP COM | $7,387 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $7,405 | 0.00% | 50 | -200 | -80.0% | -$2.96万 | 减仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $7,415 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC COM | $7,444 | 0.00% | 34 | 23 | 209.1% | $5,036 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $7,447 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $7,478 | 0.00% | 202 | 202 | — | $7,478 | 新建仓 |
| CLVT | CLARIVATE PLC ORD SHS | $7,514 | 0.00% | 2,970 | 554 | 22.9% | $1,402 | 加仓 |
| RL | RALPH LAUREN CORP CL A | $7,568 | 0.00% | 22 | 22 | — | $7,568 | 新建仓 |
| AUPH | AURINIA PHARMACEUTICALS INC COM | $7,588 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $7,643 | 0.00% | 94 | -158 | -62.7% | -$1.28万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED SHARES CL A | $7,682 | 0.00% | 1,734 | 1,229 | 243.4% | $5,445 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC COM | $7,716 | 0.00% | 262 | 262 | — | $7,716 | 新建仓 |
| GGG | GRACO INC COM | $7,736 | 0.00% | 91 | 19 | 26.4% | $1,615 | 加仓 |
| EBAY | EBAY INC. COM | $7,737 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CVCO | CAVCO INDS INC DEL COM | $7,748 | 0.00% | 16 | 3 | 23.1% | $1,453 | 加仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $7,757 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC COM | $7,758 | 0.00% | 49 | 33 | 206.2% | $5,225 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $7,769 | 0.00% | 112 | 112 | — | $7,769 | 新建仓 |
| LEU | CENTRUS ENERGY CORP CL A | $7,812 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP COM | $7,888 | 0.00% | 108 | 50 | 86.2% | $3,652 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $7,893 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW COM | $7,952 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC ADR | $7,960 | 0.00% | 280 | 244 | 677.8% | $6,937 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $7,961 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| NTB | BANK OF N T BUTTERFIELD & SON SHS NEW | $7,977 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC COM | $7,990 | 0.00% | 50 | -862 | -94.5% | -$13.77万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $8,027 | 0.00% | 255 | 50 | 24.4% | $1,574 | 加仓 |
| GNW | GENWORTH FINL INC COM SHS | $8,047 | 0.00% | 991 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC COM | $8,088 | 0.00% | 73 | -17 | -18.9% | -$1,884 | 减仓 |
| MDB | MONGODB INC CL A | $8,140 | 0.00% | 33 | 5 | 17.9% | $1,233 | 加仓 |
| SSB | SOUTHSTATE BK CORP COM | $8,142 | 0.00% | 88 | 88 | — | $8,142 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $8,143 | 0.00% | 342 | 342 | — | $8,143 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC COM | $8,148 | 0.00% | 446 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP COM | $8,173 | 0.00% | 12 | 12 | — | $8,173 | 新建仓 |
| ESS | ESSEX PPTY TR INC COM | $8,228 | 0.00% | 34 | 34 | — | $8,228 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $8,260 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. COM | $8,273 | 0.00% | 36 | 36 | — | $8,273 | 新建仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $8,285 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC COM | $8,392 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $8,416 | 0.00% | 1,225 | -45 | -3.5% | -$309 | 减仓 |
| TECH | BIO-TECHNE CORP COM | $8,467 | 0.00% | 162 | 102 | 170.0% | $5,331 | 加仓 |
| NPO | ENPRO INC COM | $8,522 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC COM | $8,541 | 0.00% | 80 | 80 | — | $8,541 | 新建仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $8,566 | 0.00% | 235 | 24 | 11.4% | $875 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM | $8,629 | 0.00% | 76 | 7 | 10.1% | $795 | 加仓 |
| SITM | SITIME CORP COM | $8,634 | 0.00% | 25 | -4 | -13.8% | -$1,381 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $8,659 | 0.00% | 332 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $8,743 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC SPONSORED ADR | $8,752 | 0.00% | 264 | 114 | 76.0% | $3,779 | 加仓 |
| CNMD | CONMED CORP COM | $8,769 | 0.00% | 248 | 24 | 10.7% | $849 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $8,769 | 0.00% | 51 | 3 | 6.2% | $516 | 加仓 |
| VLY | VALLEY NATL BANCORP COM | $8,780 | 0.00% | 715 | -247 | -25.7% | -$3,033 | 减仓 |
| MRNA | MODERNA INC COM | $8,788 | 0.00% | 173 | 160 | 1,230.8% | $8,128 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR COM | $8,790 | 0.00% | 696 | -157 | -18.4% | -$1,983 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $8,814 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $8,831 | 0.00% | 234 | 234 | — | $8,831 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $8,899 | 0.00% | 54 | -4 | -6.9% | -$659 | 减仓 |