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 |
|---|---|---|---|---|---|---|---|---|
| RNR | RENAISSANCERE HLDGS LTD COM | $1,268 | 0.00% | 4 | -50 | -92.6% | -$1.58万 | 减仓 |
| PBR/A | PETROLEO BRASILEIRO S A SP ADR NON VTG | $1,274 | 0.00% | 87 | 87 | — | $1,274 | 新建仓 |
| CNC | CENTENE CORP DEL COM | $1,284 | 0.00% | 20 | 20 | — | $1,284 | 新建仓 |
| YEXT | YEXT INC COM | $1,308 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP COM NEW | $1,310 | 0.00% | 7 | 7 | — | $1,310 | 新建仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $1,317 | 0.00% | 39 | 39 | — | $1,317 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | $1,333 | 0.00% | 4 | -49 | -92.5% | -$1.63万 | 减仓 |
| CNA | CNA FINL CORP COM | $1,361 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC CL A | $1,368 | 0.00% | 18 | 18 | — | $1,368 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC COM | $1,372 | 0.00% | 6 | 2 | 50.0% | $457 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $1,395 | 0.00% | 87 | 87 | — | $1,395 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $1,417 | 0.00% | 243 | 243 | — | $1,417 | 新建仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1,444 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | ECHO GLOBAL LOGISTICS INC COM | $1,471 | 0.00% | 14 | 14 | — | $1,471 | 新建仓 |
| PSEC | PROSPECT CAP CORP COM | $1,474 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $1,478 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP COM | $1,481 | 0.00% | 21 | -1,842 | -98.9% | -$12.99万 | 重新持有 |
| TOL | TOLL BROTHERS INC COM | $1,483 | 0.00% | 9 | 9 | — | $1,483 | 新建仓 |
| BDX | BECTON DICKINSON & CO COM | $1,513 | 0.00% | 10 | -59 | -85.5% | -$8,927 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD COMMON SHARES | $1,513 | 0.00% | 113 | 16 | 16.5% | $214 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $1,534 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC COM SHS | $1,535 | 0.00% | 25 | 12 | 92.3% | $737 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $1,581 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC SPONSORED ADS | $1,602 | 0.00% | 21 | 21 | — | $1,602 | 新建仓 |
| SNX | TD SYNNEX CORPORATION COM | $1,604 | 0.00% | 6 | 6 | — | $1,604 | 新建仓 |
| — | ZEVIA PBC CL A | $1,630 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $1,652 | 0.00% | 7 | 7 | — | $1,652 | 新建仓 |
| SAIA | SAIA INC COM | $1,685 | 0.00% | 4 | -3 | -42.9% | -$1,264 | 减仓 |
| LUV | SOUTHWEST AIRLS CO COM | $1,697 | 0.00% | 33 | 33 | — | $1,697 | 新建仓 |
| — | U.S. MICRO CAP PORTFOLIO ETF | $1,714 | 0.00% | 28 | 28 | — | $1,714 | 新建仓 |
| CF | CF INDUSTRIES HOLD COM | $1,732 | 0.00% | 16 | 16 | — | $1,732 | 新建仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $1,757 | 0.00% | 56 | 47 | 522.2% | $1,475 | 加仓 |
| DOX | AMDOCS LTD SHS | $1,769 | 0.00% | 35 | 5 | 16.7% | $253 | 加仓 |
| PPC | PILGRIMS PRIDE CORP COM | $1,771 | 0.00% | 63 | 63 | — | $1,771 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $1,804 | 0.00% | 23 | 23 | — | $1,804 | 新建仓 |
| REG | REGENCY CTRS CORP COM | $1,834 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $1,849 | 0.00% | 193 | 193 | — | $1,849 | 新建仓 |
| TW | TRADEWEB MKTS INC CL A | $1,894 | 0.00% | 19 | 19 | — | $1,894 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC COM | $1,897 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC COM | $1,904 | 0.00% | 36 | 5 | 16.1% | $264 | 加仓 |
| PUK | PRUDENTIAL PLC ADR | $1,930 | 0.00% | 72 | -208 | -74.3% | -$5,576 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1,933 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP CL B COM | $1,933 | 0.00% | 41 | 14 | 51.9% | $660 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $1,935 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC COM CL A | $1,957 | 0.00% | 24 | 12 | 100.0% | $978 | 加仓 |
| — | LEXINFINTECH HLDGS LTD ADR | $1,970 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC COM SHS | $2,000 | 0.00% | 6 | 6 | — | $2,000 | 新建仓 |
| BIDU | BAIDU INC SPON ADR REP A | $2,057 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $2,072 | 0.00% | 25 | 13 | 108.3% | $1,077 | 加仓 |
| HUT | HUT 8 CORP COM | $2,078 | 0.00% | 18 | 5 | 38.5% | $577 | 加仓 |
| CHH | CHOICE HOTELS INTL INC COM | $2,095 | 0.00% | 19 | 2 | 11.8% | $221 | 加仓 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $2,115 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC COM | $2,142 | 0.00% | 75 | 12 | 19.0% | $343 | 加仓 |
| MDU | MDU RES GROUP INC COM | $2,147 | 0.00% | 101 | 13 | 14.8% | $276 | 加仓 |
| — | GLOBAL X CONSCIOUS COMPANIES ETF | $2,161 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW COM | $2,169 | 0.00% | 57 | 12 | 26.7% | $457 | 加仓 |
| FSS | FEDERAL SIGNAL CORP COM | $2,184 | 0.00% | 17 | -40 | -70.2% | -$5,139 | 减仓 |
| FMDE | FIDELITY ENHANCED MID CAP CORE ETF | $2,191 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC COM | $2,193 | 0.00% | 158 | 18 | 12.9% | $250 | 加仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $2,231 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| — | FIDELITY DISRUPTORS ETF | $2,267 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC COM | $2,273 | 0.00% | 20 | -16 | -44.4% | -$1,818 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $2,276 | 0.00% | 26 | 14 | 116.7% | $1,226 | 加仓 |
| RS | RELIANCE INC COM | $2,307 | 0.00% | 6 | 4 | 200.0% | $1,538 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $2,318 | 0.00% | 120 | 113 | 1,614.3% | $2,183 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $2,328 | 0.00% | 27 | 27 | — | $2,328 | 新建仓 |
| AFL | AFLAC INC COM | $2,345 | 0.00% | 20 | 20 | — | $2,345 | 新建仓 |
| PII | POLARIS INC COM | $2,374 | 0.00% | 35 | 6 | 20.7% | $407 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC COM | $2,399 | 0.00% | 25 | -16 | -39.0% | -$1,535 | 减仓 |
| — | FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF | $2,435 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $2,458 | 0.00% | 25 | 12 | 92.3% | $1,180 | 加仓 |
| KIM | KIMCO REALTY CORP COM | $2,459 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC COM | $2,463 | 0.00% | 19 | -30 | -61.2% | -$3,889 | 减仓 |
| SU | SUNCOR ENERGY INC NEW COM | $2,469 | 0.00% | 46 | 46 | — | $2,469 | 新建仓 |
| SITC | SITE CTRS CORP COM | $2,481 | 0.00% | 625 | 625 | — | $2,481 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $2,482 | 0.00% | 16 | -49 | -75.4% | -$7,601 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $2,501 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | $2,506 | 0.00% | 63 | -5 | -7.4% | -$199 | 减仓 |
| BNS | BANK NOVA SCOTIA B C COM | $2,518 | 0.00% | 29 | 29 | — | $2,518 | 新建仓 |
| FTI | TECHNIPFMC PLC COM | $2,519 | 0.00% | 38 | 38 | — | $2,519 | 新建仓 |
| MEOH | METHANEX CORP COM | $2,538 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC COM | $2,548 | 0.00% | 9 | -10 | -52.6% | -$2,831 | 减仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $2,549 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC SHS | $2,554 | 0.00% | 25 | -20 | -44.4% | -$2,043 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $2,556 | 0.00% | 2 | 1 | 100.0% | $1,278 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $2,568 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| — | TWO HARBORS INVENTMENT CORPOR COM | $2,573 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| FAX | ABRDN ASIA PACIFIC INCOME FUND COM NEW | $2,589 | 0.00% | 176 | 176 | — | $2,589 | 新建仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $2,605 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A SP ADR REP B NVT | $2,605 | 0.00% | 368 | 75 | 25.6% | $531 | 加仓 |
| — | ATKORE INC COM | $2,661 | 0.00% | 35 | 2 | 6.1% | $152 | 加仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $2,717 | 0.00% | 44 | 29 | 193.3% | $1,791 | 加仓 |
| AWR | AMER STATES WTR CO COM | $2,723 | 0.00% | 33 | 2 | 6.5% | $165 | 加仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $2,749 | 0.00% | 208 | 37 | 21.6% | $489 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $2,768 | 0.00% | 36 | -1 | -2.7% | -$77 | 减仓 |
| SSP | SCRIPPS E W CO OHIO CL A NEW | $2,770 | 0.00% | 1,000 | 1,000 | — | $2,770 | 新建仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $2,777 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $2,779 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC COM | $2,780 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS INC COM NEW | $2,845 | 0.00% | 9 | -41 | -82.0% | -$1.30万 | 减仓 |