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 |
|---|---|---|---|---|---|---|---|---|
| CBSH | COMMERCE BANCSHARES INC COM | $2,888 | 0.00% | 50 | 8 | 19.0% | $462 | 加仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $2,909 | 0.00% | 165 | 71 | 75.5% | $1,252 | 加仓 |
| CLDT | CHATHAM LODGING TR COM | $2,911 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $2,954 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| MZTI | MARZETTI COMPANY COM | $2,968 | 0.00% | 26 | -16 | -38.1% | -$1,826 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC COM | $3,027 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | NAVIENT CORPORATION COM | $3,047 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAP BANCSHARES INC COM | $3,098 | 0.00% | 30 | 3 | 11.1% | $310 | 加仓 |
| LAES | SEALSQ CORP ORD SHS | $3,150 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND | $3,167 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $3,178 | 0.00% | 110 | 110 | — | $3,178 | 新建仓 |
| DAN | DANA INC COM | $3,184 | 0.00% | 117 | 13 | 12.5% | $354 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $3,215 | 0.00% | 52 | 3 | 6.1% | $185 | 加仓 |
| BCS | BARCLAYS PLC ADR | $3,223 | 0.00% | 120 | 47 | 64.4% | $1,262 | 加仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $3,236 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL BALL METAVERSE ETF | $3,237 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| SIG | SIGNET JEWELERS LTD SHS | $3,247 | 0.00% | 38 | 3 | 8.6% | $256 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC COM CL A | $3,298 | 0.00% | 15 | 15 | — | $3,298 | 新建仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $3,301 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CASH | PATHWARD FINANCIAL INC COM | $3,308 | 0.00% | 38 | -1 | -2.6% | -$87 | 减仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $3,332 | 0.00% | 26 | -33 | -55.9% | -$4,229 | 减仓 |
| PK | PARK HOTELS & RESORTS INC COM | $3,335 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $3,350 | 0.00% | 41 | 9 | 28.1% | $735 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $3,364 | 0.00% | 427 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $3,400 | 0.00% | 25 | 25 | — | $3,400 | 新建仓 |
| BBY | BEST BUY INC COM | $3,415 | 0.00% | 45 | 20 | 80.0% | $1,518 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $3,482 | 0.00% | 31 | 4 | 14.8% | $449 | 加仓 |
| E | ENI SPA SPONSORED ADR | $3,499 | 0.00% | 75 | 18 | 31.6% | $840 | 加仓 |
| AZZ | AZZ INC COM | $3,566 | 0.00% | 23 | -14 | -37.8% | -$2,171 | 减仓 |
| FICO | FAIR ISAAC CORP COM | $3,584 | 0.00% | 3 | 3 | — | $3,584 | 新建仓 |
| PPG | PPG INDS INC COM | $3,639 | 0.00% | 30 | -426 | -93.4% | -$5.17万 | 减仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $3,646 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $3,647 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | GATES INDL CORP PLC ORD SHS | $3,665 | 0.00% | 131 | 16 | 13.9% | $448 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $3,757 | 0.00% | 48 | 6 | 14.3% | $470 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $3,759 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WPP | WPP PLC NEW ADR | $3,764 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD SHS | $3,787 | 0.00% | 14 | -3 | -17.6% | -$812 | 减仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $3,791 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL COM | $3,803 | 0.00% | 585 | 71 | 13.8% | $462 | 加仓 |
| CWST | CASELLA WASTE SYS INC CL A | $3,879 | 0.00% | 40 | -17 | -29.8% | -$1,649 | 减仓 |
| ECG | EVERUS CONSTR GROUP COM | $3,983 | 0.00% | 24 | 2 | 9.1% | $332 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC COM | $4,057 | 0.00% | 51 | 1 | 2.0% | $80 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $4,059 | 0.00% | 29 | 6 | 26.1% | $840 | 加仓 |
| BOOT | BOOT BARN HLDGS INC COM | $4,107 | 0.00% | 25 | -2 | -7.4% | -$329 | 减仓 |
| FOXA | FOX CORP CL A COM | $4,121 | 0.00% | 79 | 13 | 19.7% | $678 | 加仓 |
| PLMR | PALOMAR HLDGS INC COM | $4,171 | 0.00% | 33 | -21 | -38.9% | -$2,654 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD SHS | $4,176 | 0.00% | 118 | -64 | -35.2% | -$2,265 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $4,221 | 0.00% | 33 | -115 | -77.7% | -$1.47万 | 减仓 |
| VRSN | VERISIGN INC COM | $4,277 | 0.00% | 17 | 5 | 41.7% | $1,258 | 加仓 |
| MLI | MUELLER INDS INC COM | $4,303 | 0.00% | 35 | -38 | -52.1% | -$4,672 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC COM | $4,305 | 0.00% | 52 | -26 | -33.3% | -$2,152 | 减仓 |
| MTG | MGIC INVT CORP WIS COM | $4,315 | 0.00% | 153 | 23 | 17.7% | $649 | 加仓 |
| VFC | V F CORP COM | $4,320 | 0.00% | 259 | 21 | 8.8% | $350 | 加仓 |
| BELFB | BEL FUSE INC CL B | $4,330 | 0.00% | 13 | -8 | -38.1% | -$2,665 | 减仓 |
| RDDT | REDDIT INC CL A | $4,340 | 0.00% | 25 | 21 | 525.0% | $3,646 | 加仓 |
| EPR | EPR PPTYS COM SH BEN INT | $4,351 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $4,365 | 0.00% | 7 | -9 | -56.2% | -$5,612 | 减仓 |
| NMIH | NMI HLDGS INC COM | $4,397 | 0.00% | 107 | -50 | -31.8% | -$2,055 | 减仓 |
| CNS | COHEN & STEERS INC COM | $4,416 | 0.00% | 58 | 5 | 9.4% | $381 | 加仓 |
| SNAP | SNAP INC CL A | $4,440 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP COM | $4,534 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $4,553 | 0.00% | 178 | -72 | -28.8% | -$1,842 | 减仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $4,572 | 0.00% | 181 | 31 | 20.7% | $783 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $4,574 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC COM | $4,632 | 0.00% | 37 | 37 | — | $4,632 | 新建仓 |
| TECH | BIO-TECHNE CORP COM | $4,734 | 0.00% | 67 | -95 | -58.6% | -$6,712 | 减仓 |
| PEGA | PEGASYSTEMS INC COM | $4,748 | 0.00% | 158 | 2 | 1.3% | $60 | 加仓 |
| — | KULR TECHNOLOGY GROUP INC COM | $4,763 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V ORD SHS | $4,790 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CL A | $4,811 | 0.00% | 277 | 27 | 10.8% | $469 | 加仓 |
| DUOL | DUOLINGO INC CL A COM | $4,831 | 0.00% | 42 | 7 | 20.0% | $805 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $4,852 | 0.00% | 39 | 39 | — | $4,852 | 新建仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $4,896 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC COM | $4,902 | 0.00% | 21 | -13 | -38.2% | -$3,035 | 减仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $4,924 | 0.00% | 469 | 234 | 99.6% | $2,457 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $4,926 | 0.00% | 26 | -20 | -43.5% | -$3,789 | 减仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $4,979 | 0.00% | 64 | -13 | -16.9% | -$1,011 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $5,017 | 0.00% | 127 | 6 | 5.0% | $237 | 加仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $5,022 | 0.00% | 444 | 7 | 1.6% | $79 | 加仓 |
| GKOS | GLAUKOS CORP COM | $5,031 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $5,085 | 0.00% | 71 | 3 | 4.4% | $215 | 加仓 |
| NWSA | NEWS CORP NEW CL A | $5,090 | 0.00% | 205 | 19 | 10.2% | $472 | 加仓 |
| HIW | HIGHWOODS PPTYS INC COM | $5,127 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC COM CL A | $5,231 | 0.00% | 129 | 3 | 2.4% | $122 | 加仓 |
| IR | INGERSOLL RAND INC COM | $5,247 | 0.00% | 64 | 13 | 25.5% | $1,066 | 加仓 |
| ABX | ABACUS GLOBAL MGMT INC CL A | $5,355 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $5,414 | 0.00% | 44 | 40 | 1,000.0% | $4,922 | 加仓 |
| BALL | BALL CORP COM | $5,429 | 0.00% | 87 | -102 | -54.0% | -$6,365 | 减仓 |
| NVMI | NOVA LTD COM | $5,429 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC COM SHS | $5,471 | 0.00% | 116 | 22 | 23.4% | $1,038 | 加仓 |
| TRI | THOMSON REUTERS CORP COM | $5,471 | 0.00% | 67 | 67 | — | $5,471 | 新建仓 |
| DNOW | DNOW INC COM | $5,499 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $5,555 | 0.00% | 72 | 2 | 2.9% | $154 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $5,566 | 0.00% | 33 | 3 | 10.0% | $506 | 加仓 |
| WSM | WILLIAMS SONOMA INC COM | $5,594 | 0.00% | 24 | -6 | -20.0% | -$1,398 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $5,626 | 0.00% | 14 | -271 | -95.1% | -$10.89万 | 重新持有 |
| AXSM | AXSOME THERAPEUTICS INC. COM | $5,630 | 0.00% | 23 | -8 | -25.8% | -$1,958 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $5,645 | 0.00% | 72 | 6 | 9.1% | $470 | 加仓 |
| ONC | BEONE MEDICINES LTD SPONSORED ADS | $5,699 | 0.00% | 20 | 1 | 5.3% | $285 | 加仓 |