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 |
|---|---|---|---|---|---|---|---|---|
| LEA | LEAR CORP COM NEW | $536 | 0.00% | 4 | 4 | — | $536 | 新建仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED COM | $537 | 0.00% | 19 | -232 | -92.4% | -$6,557 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $542 | 0.00% | 5 | 5 | — | $542 | 新建仓 |
| KEX | KIRBY CORP COM | $544 | 0.00% | 4 | -23 | -85.2% | -$3,128 | 重新持有 |
| COLB | COLUMBIA BKG SYS INC COM | $545 | 0.00% | 17 | 17 | — | $545 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $546 | 0.00% | 9 | 9 | — | $546 | 新建仓 |
| FAF | FIRST AMERN FINL CORP COM | $549 | 0.00% | 8 | -2,056 | -99.6% | -$14.11万 | 重新持有 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $550 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD ADS | $558 | 0.00% | 14 | 14 | — | $558 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $560 | 0.00% | 8 | 8 | — | $560 | 新建仓 |
| — | QORVO INC COM | $560 | 0.00% | 6 | 6 | — | $560 | 新建仓 |
| WEX | WEX INC COM | $564 | 0.00% | 4 | 4 | — | $564 | 新建仓 |
| RC | READY CAPITAL CORP COM | $569 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $580 | 0.00% | 71 | 71 | — | $580 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP COM | $582 | 0.00% | 13 | 13 | — | $582 | 新建仓 |
| AX | AXOS FINANCIAL INC COM | $584 | 0.00% | 6 | 6 | — | $584 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $584 | 0.00% | 8 | 8 | — | $584 | 新建仓 |
| PSMT | PRICESMART INC COM | $586 | 0.00% | 3 | 3 | — | $586 | 新建仓 |
| BIO | BIO RAD LABS INC CL A | $587 | 0.00% | 2 | -34 | -94.4% | -$9,979 | 减仓 |
| CDE | COEUR MNG INC COM NEW | $588 | 0.00% | 36 | 36 | — | $588 | 新建仓 |
| CRUS | CIRRUS LOGIC INC COM | $594 | 0.00% | 4 | 4 | — | $594 | 新建仓 |
| RGLD | ROYAL GOLD INC COM | $599 | 0.00% | 3 | 3 | — | $599 | 新建仓 |
| DAR | DARLING INGREDIENTS INC COM | $601 | 0.00% | 11 | 11 | — | $601 | 新建仓 |
| PLXS | PLEXUS CORP COM | $601 | 0.00% | 2 | 2 | — | $601 | 新建仓 |
| BRKR | BRUKER CORP COM | $602 | 0.00% | 10 | 10 | — | $602 | 新建仓 |
| LRN | STRIDE INC COM | $604 | 0.00% | 7 | 1 | 16.7% | $86 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC SPONSORED ADS A | $604 | 0.00% | 27 | 27 | — | $604 | 新建仓 |
| OMF | ONEMAIN HLDGS INC COM | $610 | 0.00% | 10 | 10 | — | $610 | 新建仓 |
| CVCO | CAVCO INDS INC DEL COM | $614 | 0.00% | 1 | -15 | -93.8% | -$9,210 | 减仓 |
| AVT | AVNET INC COM | $622 | 0.00% | 7 | 7 | — | $622 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC COM | $628 | 0.00% | 9 | 9 | — | $628 | 新建仓 |
| JANX | JANUX THERAPEUTICS INC COM | $630 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC COM | $630 | 0.00% | 11 | 11 | — | $630 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $632 | 0.00% | 35 | 35 | — | $632 | 新建仓 |
| KRUS | KURA SUSHI USA INC CL A COM | $633 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC COM PAR $0.004 | $634 | 0.00% | 5 | 5 | — | $634 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $637 | 0.00% | 83 | 42 | 102.4% | $322 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH COM | $637 | 0.00% | 1 | 1 | — | $637 | 新建仓 |
| WEN | WENDYS CO COM | $638 | 0.00% | 77 | 77 | — | $638 | 新建仓 |
| THG | HANOVER INS GROUP INC COM | $642 | 0.00% | 3 | 3 | — | $642 | 新建仓 |
| AXTA | AXALTA COATING SYS LTD COM | $650 | 0.00% | 19 | 19 | — | $650 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $653 | 0.00% | 9 | 9 | — | $653 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $658 | 0.00% | 12 | 12 | — | $658 | 新建仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC COM | $666 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PHR | PHREESIA INC COM | $669 | 0.00% | 65 | 21 | 47.7% | $216 | 加仓 |
| KREF | KKR REAL ESTATE FIN TR INC COM | $670 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP COM NEW | $671 | 0.00% | 18 | -127 | -87.6% | -$4,734 | 减仓 |
| VVV | VALVOLINE INC COM | $672 | 0.00% | 17 | -71 | -80.7% | -$2,807 | 减仓 |
| EXP | EAGLE MATLS INC COM | $675 | 0.00% | 3 | 3 | — | $675 | 新建仓 |
| VOYG | VOYAGER TECHNOLOGIES INC COM CL A | $677 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC COM | $680 | 0.00% | 3 | 3 | — | $680 | 新建仓 |
| M | MACYS INC COM | $683 | 0.00% | 29 | 29 | — | $683 | 新建仓 |
| SCI | SERVICE CORP INTL COM | $684 | 0.00% | 9 | 9 | — | $684 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC COM | $685 | 0.00% | 6 | 1 | 20.0% | $114 | 加仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $685 | 0.00% | 78 | 78 | — | $685 | 新建仓 |
| LPL | LG DISPLAY CO LTD SPONS ADR REP | $692 | 0.00% | 178 | 111 | 165.7% | $432 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $694 | 0.00% | 17 | 17 | — | $694 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP COM | $695 | 0.00% | 7 | -35 | -83.3% | -$3,475 | 减仓 |
| ALV | AUTOLIV INC COM | $697 | 0.00% | 6 | 6 | — | $697 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $698 | 0.00% | 8 | -839 | -99.1% | -$7.32万 | 重新持有 |
| VITL | VITAL FARMS INC COM | $698 | 0.00% | 60 | 60 | — | $698 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $699 | 0.00% | 13 | 13 | — | $699 | 新建仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $701 | 0.00% | 83 | 83 | — | $701 | 新建仓 |
| ALLE | ALLEGION PLC ORD SHS | $702 | 0.00% | 5 | -788 | -99.4% | -$11.06万 | 重新持有 |
| ESNT | ESSENT GROUP LTD COM | $707 | 0.00% | 11 | 11 | — | $707 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $708 | 0.00% | 7 | -480 | -98.6% | -$4.85万 | 重新持有 |
| SNEX | STONEX GROUP INC COM | $711 | 0.00% | 6 | 6 | — | $711 | 新建仓 |
| TECK | TECK RESOURCES LTD CL B | $714 | 0.00% | 12 | 12 | — | $714 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $716 | 0.00% | 4 | 4 | — | $716 | 新建仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $717 | 0.00% | 7 | 6 | 600.0% | $615 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP COM | $724 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $728 | 0.00% | 78 | -1,738 | -95.7% | -$1.62万 | 减仓 |
| MHK | MOHAWK INDS INC COM | $728 | 0.00% | 6 | 6 | — | $728 | 新建仓 |
| NIO | NIO INC SPON ADS | $729 | 0.00% | 144 | 44 | 44.0% | $223 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $731 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC COM | $736 | 0.00% | 3 | 3 | — | $736 | 新建仓 |
| EMN | EASTMAN CHEM CO COM | $737 | 0.00% | 11 | 11 | — | $737 | 新建仓 |
| AN | AUTONATION INC COM | $743 | 0.00% | 4 | 4 | — | $743 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $746 | 0.00% | 11 | 11 | — | $746 | 新建仓 |
| HPK | HIGHPEAK ENERGY INC COM | $755 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD ORD | $759 | 0.00% | 1 | 1 | — | $759 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $761 | 0.00% | 11 | 11 | — | $761 | 新建仓 |
| SF | STIFEL FINL CORP COM | $767 | 0.00% | 11 | 11 | — | $767 | 新建仓 |
| VERA | VERA THERAPEUTICS INC CL A | $772 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP COM | $774 | 0.00% | 34 | -249 | -88.0% | -$5,668 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $783 | 0.00% | 13 | 13 | — | $783 | 新建仓 |
| CNH | CNH INDL N V SHS | $786 | 0.00% | 70 | -1,280 | -94.8% | -$1.44万 | 减仓 |
| P | EVERPURE INC CL A | $788 | 0.00% | 10 | 2 | 25.0% | $158 | 重新持有 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $790 | 0.00% | 3 | -23 | -88.5% | -$6,057 | 减仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $792 | 0.00% | 43 | -2,514 | -98.3% | -$4.63万 | 减仓 |
| TRU | TRANSUNION COM | $794 | 0.00% | 11 | 11 | — | $794 | 新建仓 |
| CUBE | CUBESMART COM | $795 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC COM | $797 | 0.00% | 3 | 3 | — | $797 | 新建仓 |
| AGX | ARGAN INC COM | $799 | 0.00% | 1 | 1 | — | $799 | 新建仓 |
| FORM | FORMFACTOR INC COM | $800 | 0.00% | 5 | -2,837 | -99.8% | -$45.39万 | 重新持有 |
| PGNY | PROGYNY INC COM | $807 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $808 | 0.00% | 14 | 14 | — | $808 | 新建仓 |
| VSAT | VIASAT INC COM | $808 | 0.00% | 9 | 9 | — | $808 | 新建仓 |
| ALB | ALBEMARLE CORP COM | $810 | 0.00% | 6 | 6 | — | $810 | 新建仓 |
| HURN | HURON CONSULTING GROUP INC COM | $811 | 0.00% | 9 | -35 | -79.5% | -$3,154 | 减仓 |