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 |
|---|---|---|---|---|---|---|---|---|
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $0 | 0.00% | 0 | -22,000 | -100.0% | -$78.41万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -1,679 | -100.0% | -$30.87万 | 清仓 |
| YETI | YETI HLDGS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SKWD | SKYWARD SPECIALTY INS GROUP IN COM | $0 | 0.00% | 0 | -3,308 | -100.0% | -$16.91万 | 清仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -1,623 | -100.0% | -$16.29万 | 清仓 |
| IOO | ISHARES GLOBAL 100 ETF | $0 | 0.00% | 0 | -1,263 | -100.0% | -$16.00万 | 清仓 |
| FORM | FORMFACTOR INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS SHS | $0 | 0.00% | 0 | -1,719 | -100.0% | -$14.12万 | 清仓 |
| HLMN | HILLMAN SOLUTIONS CORP COM | $0 | 0.00% | 0 | -15,686 | -100.0% | -$13.58万 | 清仓 |
| LNTH | LANTHEUS HLDGS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WRB | BERKLEY W R CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FAF | FIRST AMERN FINL CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALLE | ALLEGION PLC ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYC | PAYCOM SOFTWARE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CDRE | CADRE HLDGS INC COM | $0 | 0.00% | 0 | -2,728 | -100.0% | -$11.14万 | 清仓 |
| NSP | INSPERITY INC COM | $0 | 0.00% | 0 | -2,786 | -100.0% | -$10.79万 | 清仓 |
| ULS | UL SOLUTIONS INC CLASS A COM SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VVX | V2X INC COM | $0 | 0.00% | 0 | -1,933 | -100.0% | -$10.54万 | 清仓 |
| BSY | BENTLEY SYS INC COM CL B | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOPE | GRAND CANYON ED INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AHCO | ADAPTHEALTH CORP COMMON STOCK | $0 | 0.00% | 0 | -10,244 | -100.0% | -$10.20万 | 清仓 |
| TTAN | SERVICETITAN INC SHS CL A | $0 | 0.00% | 0 | -839 | -100.0% | -$8.94万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $0 | 0.00% | 0 | -887 | -100.0% | -$8.39万 | 清仓 |
| TRMB | TRIMBLE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WSO | WATSCO INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| POOL | POOL CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBOC | INTERNATIONAL BANCSHARES CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HILLENBRAND INC COM | $0 | 0.00% | 0 | -2,103 | -100.0% | -$6.67万 | 清仓 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $0 | 0.00% | 0 | -2,657 | -100.0% | -$6.61万 | 清仓 |
| THO | THOR INDS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INDB | INDEPENDENT BK CORP MASS COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EHC | ENCOMPASS HEALTH CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXPO | EXPONENT INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWV | ISHARES RUSSELL 3000 ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$3.87万 | 清仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $0 | 0.00% | 0 | -600 | -100.0% | -$3.10万 | 清仓 |
| — | BLACKROCK MUNI INCOME TR II COM | $0 | 0.00% | 0 | -2,779 | -100.0% | -$2.90万 | 清仓 |
| — | CYBERARK SOFTWARE LTD SHS | $0 | 0.00% | 0 | -60 | -100.0% | -$2.68万 | 清仓 |
| LCII | LCI INDS COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFA | ISHARES MSCI EAFE ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$1.92万 | 清仓 |
| APA | APA CORPORATION COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHE | CHEMED CORP NEW COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DIMENSIONAL US VECTOR EQUITY ETF | $0 | 0.00% | 0 | -228 | -100.0% | -$1.36万 | 清仓 |
| U | UNITY SOFTWARE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFNL | DAVIS SELECT FINANCIAL ETF | $0 | 0.00% | 0 | -170 | -100.0% | -$8,216 | 清仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC SHS USD | $0 | 0.00% | 0 | -500 | -100.0% | -$7,740 | 清仓 |
| — | TEGNA INC COM | $0 | 0.00% | 0 | -337 | -100.0% | -$6,541 | 清仓 |
| — | CIVITAS RESOURCES INC COM NEW | $0 | 0.00% | 0 | -234 | -100.0% | -$6,339 | 清仓 |
| COGT | COGENT BIOSCIENCES INC COM | $0 | 0.00% | 0 | -175 | -100.0% | -$6,219 | 清仓 |
| — | ALLURION TECHNOLOGIES INC COMMON STOCK | $0 | 0.00% | 0 | -5,000 | -100.0% | -$6,150 | 清仓 |
| CHDN | CHURCHILL DOWNS INC COM | $0 | 0.00% | 0 | -54 | -100.0% | -$6,144 | 清仓 |
| SEZL | SEZZLE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KMT | KENNAMETAL INC COM | $0 | 0.00% | 0 | -183 | -100.0% | -$5,199 | 清仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $0 | 0.00% | 0 | -72 | -100.0% | -$5,144 | 清仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $0 | 0.00% | 0 | -129 | -100.0% | -$4,885 | 清仓 |
| FIW | FIRST TRUST WATER ETF | $0 | 0.00% | 0 | -44 | -100.0% | -$4,780 | 清仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $0 | 0.00% | 0 | -260 | -100.0% | -$4,737 | 清仓 |
| PFLD | AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF | $0 | 0.00% | 0 | -223 | -100.0% | -$4,363 | 清仓 |
| INTA | INTAPP INC COM | $0 | 0.00% | 0 | -77 | -100.0% | -$3,534 | 清仓 |
| EVTC | EVERTEC INC COM | $0 | 0.00% | 0 | -115 | -100.0% | -$3,345 | 清仓 |
| KEX | KIRBY CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRGS | PROGRESS SOFTWARE CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $0 | 0.00% | 0 | -97 | -100.0% | -$2,587 | 清仓 |
| — | TRUECAR INC COM | $0 | 0.00% | 0 | -1,102 | -100.0% | -$2,491 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC COM | $0 | 0.00% | 0 | -63 | -100.0% | -$2,192 | 清仓 |
| — | EXACT SCIENCES CORP COM | $0 | 0.00% | 0 | -18 | -100.0% | -$1,828 | 清仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $0 | 0.00% | 0 | -40 | -100.0% | -$1,775 | 清仓 |
| PATH | UIPATH INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BMNR | BITMINE IMMERSION TECNOLOGIES COM NEW | $0 | 0.00% | 0 | -36 | -100.0% | -$977 | 清仓 |
| GTLB | GITLAB INC CLASS A COM | $0 | 0.00% | 0 | -24 | -100.0% | -$901 | 清仓 |
| ZS | ZSCALER INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KNSL | KINSALE CAP GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $0 | 0.00% | 0 | -48 | -100.0% | -$634 | 清仓 |
| RXST | RXSIGHT INC COM | $0 | 0.00% | 0 | -58 | -100.0% | -$604 | 清仓 |
| CLPT | CLEARPOINT NEURO INC COM | $0 | 0.00% | 0 | -42 | -100.0% | -$575 | 清仓 |
| P | PURE STORAGE INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QUBT | QUANTUM COMPUTING INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LCID | LUCID GROUP INC COM NEW | $0 | 0.00% | 0 | -50 | -100.0% | -$529 | 清仓 |
| RIOT | RIOT PLATFORMS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FUBOTV INC CLASS A COM SHS | $0 | 0.00% | 0 | -199 | -100.0% | -$501 | 清仓 |
| QS | QUANTUMSCAPE CORP COM CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACHR | ARCHER AVIATION INC COM CL A | $0 | 0.00% | 0 | -66 | -100.0% | -$496 | 清仓 |
| EU | ENCORE ENERGY CORP COM NEW | $0 | 0.00% | 0 | -197 | -100.0% | -$489 | 清仓 |
| DNUT | KRISPY KREME INC COM | $0 | 0.00% | 0 | -120 | -100.0% | -$482 | 清仓 |
| PGY | PAGAYA TECHNOLOGIES LTD CL A NEW | $0 | 0.00% | 0 | -23 | -100.0% | -$481 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS INC CL A | $0 | 0.00% | 0 | -111 | -100.0% | -$454 | 清仓 |
| PLUG | PLUG POWER INC COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALT | ALTIMMUNE INC COM NEW | $0 | 0.00% | 0 | -123 | -100.0% | -$444 | 清仓 |
| CIFR | CIPHER MINING INC COM | $0 | 0.00% | 0 | -28 | -100.0% | -$413 | 清仓 |
| SMR | NUSCALE PWR CORP CL A COM | $0 | 0.00% | 0 | -29 | -100.0% | -$411 | 清仓 |
| CLSK | CLEANSPARK INC COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QGEN | QIAGEN NV ORD SHARES | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FG | F&G ANNUITIES & LIFE INC COMMON STOCK | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FISCALNOTE HOLDINGS INC CL A NEW | $0 | 0.00% | 0 | -25 | -100.0% | -$37 | 清仓 |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$20 | 清仓 |
| — | MSP RECOVERY INC COM NEW CL A | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |