13F 机构持仓

LRI Investments, LLC

PALM BEACH GARDENS FL · SEC CIK 0002023325

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$13.63亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ARES 16.9%
DIMENSIONAL U. 7.5%
DIMENSIONAL US 6.4%
DFAX 4.8%
VEU 3.2%
DFAI 2.5%
DLN 2.3%
DFUV 2.2%
DWM 2.1%
QQQJ 1.9%

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
— EXXON MOBIL CORP COM $00.00%0 -34,073-100.0% -$578.09万 清仓
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF $00.00%0 -14,283-100.0% -$71.14万 清仓
— COTERRA ENERGY INC COM $00.00%0 -2,420-100.0% -$8.50万 清仓
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF $00.00%0 -682-100.0% -$6.87万 清仓
— WHEELS UP EXPERIENCE INC COM CL A $00.00%0 -59,000-100.0% -$3.05万 清仓
CCL CARNIVAL CORP COMMON STOCK $00.00%0 -1,041-100.0% -$2.69万 清仓
ACWX ISHARES MSCI ACWI EX U.S. ETF $00.00%0 -391-100.0% -$2.68万 清仓
SCHB SCHWAB U.S. BROAD MARKET ETF $00.00%0 -668-100.0% -$1.68万 清仓
PINS PINTEREST INC CL A $00.00%0 -791-100.0% -$1.45万 清仓
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF $00.00%0 -448-100.0% -$1.30万 清仓
UTI UNIVERSAL TECHNICAL INST INC COM $00.00%0 -335-100.0% -$1.21万 清仓
— AIR LEASE CORP CL A $00.00%0 -182-100.0% -$1.18万 清仓
— SEALED AIR CORP NEW COM $00.00%0 -260-100.0% -$1.09万 清仓
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF $00.00%0 -185-100.0% -$9,365 清仓
GPGI GPGI INC COM CL A $00.00%0 -525-100.0% -$8,978 清仓
PEB PEBBLEBROOK HOTEL TR COM $00.00%0 -696-100.0% -$8,790 清仓
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF $00.00%0 -261-100.0% -$7,961 清仓
CCI CROWN CASTLE INC COM $00.00%0 -94-100.0% -$7,643 清仓
LOMA LOMA NEGRA C I A S A MTN 144A SPONSORED ADS $00.00%0 -665-100.0% -$7,375 清仓
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF $00.00%0 -107-100.0% -$7,306 清仓
PHIN PHINIA INC COMMON STOCK $00.00%0 -103-100.0% -$7,049 清仓
TDAY USA TODAY CO INC COM $00.00%0 -895-100.0% -$6,310 清仓
RGTI RIGETTI COMPUTING INC COMMON STOCK $00.00%0 -416-100.0% -$5,841 清仓
FMAT FIDELITY MSCI MATERIALS INDEX ETF $00.00%0 -100-100.0% -$5,764 清仓
PRSU PURSUIT ATTRACTIONS AND HOSPIT COM $00.00%0 -153-100.0% -$5,605 清仓
— TRI POINTE HOMES INC COM $00.00%0 -114-100.0% -$5,327 清仓
ARLO ARLO TECHNOLOGIES INC COM $00.00%0 -365-100.0% -$5,194 清仓
STOK STOKE THERAPEUTICS INC COM $00.00%0 -146-100.0% -$4,754 清仓
PRKS UNITED PARKS & RESORTS INC COM $00.00%0 -143-100.0% -$4,671 清仓
ARE ALEXANDRIA REAL ESTATE EQ INC COM $00.00%0 -98-100.0% -$4,549 清仓
QTWO Q2 HLDGS INC COM $00.00%0 -96-100.0% -$4,541 清仓
CHKP CHECK POINT SOFTWARE TECH LTD ORD $00.00%0 -31-100.0% -$4,428 清仓
LMB LIMBACH HLDGS INC COM $00.00%0 -46-100.0% -$3,590 清仓
— HOLOGIC INC COM $00.00%0 -44-100.0% -$3,326 清仓
TIPT TIPTREE INC COM $00.00%0 -190-100.0% -$3,215 清仓
EPAC ENERPAC TOOL GROUP CORP CL A COM $00.00%0 -86-100.0% -$3,136 清仓
DAVE DAVE INC CLASS A COM NEW $00.00%0 -18-100.0% -$3,134 清仓
INSE INSPIRED ENTMT INC COM $00.00%0 -429-100.0% -$3,059 清仓
SXI STANDEX INTL CORP COM $00.00%0 -12-100.0% -$3,058 清仓
TARS TARSUS PHARMACEUTICALS INC COM $00.00%0 -41-100.0% -$2,876 清仓
NXDR NEXTDOOR HOLDINGS INC COM CL A $00.00%0 -1,700-100.0% -$2,380 清仓
MDXG MIMEDX GROUP INC COM $00.00%0 -580-100.0% -$2,291 清仓
ATRC ATRICURE INC COM $00.00%0 -78-100.0% -$2,225 清仓
ENPH ENPHASE ENERGY INC COM $00.00%0 -58-100.0% -$2,193 清仓
IONQ IONQ INC COM $00.00%0 -71-100.0% -$2,047 清仓
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF $00.00%0 -22-100.0% -$2,034 清仓
ASTH ASTRANA HEALTH INC COM NEW $00.00%0 -81-100.0% -$1,986 清仓
CELH CELSIUS HLDGS INC COM NEW $00.00%0 -51-100.0% -$1,797 清仓
VLRS CONTROLADORA VUELA COMP DE AVI SPON ADR RP 10 $00.00%0 -235-100.0% -$1,702 清仓
XPOF XPONENTIAL FITNESS INC COM CL A $00.00%0 -250-100.0% -$1,505 清仓
MNDY MONDAY COM LTD SHS $00.00%0 -20-100.0% -$1,382 清仓
AVAV AEROVIRONMENT INC COM $00.00%0 -7-100.0% -$1,281 清仓
CCOI COGENT COMM HOLDINGS INC COM NEW $00.00%0 -57-100.0% -$1,074 清仓
MSTR STRATEGY INC CL A NEW $00.00%0 -8-100.0% -$998 清仓
BBAI BIGBEAR AI HLDGS INC COM $00.00%0 -248-100.0% -$873 清仓
UUUU ENERGY FUELS INC COM NEW $00.00%0 -42-100.0% -$767 清仓
NVTS NAVITAS SEMICONDUCTOR CORP COM $00.00%0 -83-100.0% -$724 清仓
— OPEN LENDING CORP COM $00.00%0 -575-100.0% -$719 清仓
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF $00.00%0 -7-100.0% -$582 清仓
— SOLENO THERAPEUTICS INC COM $00.00%0 -15-100.0% -$502 清仓
VKTX VIKING THERAPEUTICS INC COM $00.00%0 -15-100.0% -$488 清仓
HUBS HUBSPOT INC COM $00.00%0 -2-100.0% -$488 清仓
— ARCELLX INC COMMON STOCK $00.00%0 -4-100.0% -$459 清仓
SMCI SUPER MICRO COMPUTER INC COM NEW $00.00%0 -18-100.0% -$410 清仓
FSLY FASTLY INC CL A $00.00%0 -5-100.0% -$145 清仓
— GABELLI EQUITY TR INC RT EXP 041426 $00.00%0 -16,350-100.0% -$114 清仓
— NEKTAR THERAPEUTICS COM NEW $00.00%0 -1-100.0% -$72 清仓
— MSP RECOVERY INC COM NEW CL A $00.00%1 00.0% — 不变
— ALTAMIRA THERAPEUTICS LTD SHS $00.00%1 00.0% — 不变
OPK OPKO HEALTH INC COM $20.00%1 00.0% — 不变
BBW BUILD-A-BEAR WORKSHOP INC COM $50.00%0 -108-100.0% -$4,037 清仓
UWMC UWM HOLDINGS CORPORATION COM CL A $50.00%2 2— $5 新建仓
— EDESA BIOTECH INC COM NEW $80.00%1 00.0% — 不变
VERX VERTEX INC CL A $110.00%1 1— $11 新建仓
— FILANA THERAPEUTICS INC COM $120.00%10 00.0% — 不变
— ABUNDIA GLOBAL IMPACT GROUP COM SHS $120.00%12 00.0% — 不变
— XEROX HOLDINGS CORP WT EXP 021128 $160.00%59 00.0% — 不变
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK $180.00%6 6— $18 新建仓
SRPT SAREPTA THERAPEUTICS INC COM $180.00%1 1— $18 新建仓
FRSH FRESHWORKS INC CLASS A COM $200.00%2 2— $20 新建仓
DYN DYNE THERAPEUTICS INC COM $220.00%1 1— $22 新建仓
AMBP ARDAGH METAL PACKAGING S A SHS $240.00%5 5— $24 新建仓
PAY PAYMENTUS HOLDINGS INC COM CL A $240.00%1 1— $24 新建仓
CVI CVR ENERGY INC COM $280.00%1 1— $28 新建仓
GLOB GLOBANT S A COM $290.00%1 1— $29 新建仓
BVN COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR $290.00%1 1— $29 新建仓
PTON PELOTON INTERACTIVE INC CL A COM $300.00%5 5— $30 新建仓
BLKB BLACKBAUD INC COM $300.00%1 1— $30 新建仓
CTRI CENTURI HOLDINGS INC COM SHS $300.00%1 1— $30 新建仓
ZG ZILLOW GROUP INC CL A $310.00%1 1— $31 新建仓
DHT DHT HOLDINGS INC SHS NEW $330.00%2 2— $33 新建仓
NCNO NCINO INC COM $330.00%2 2— $33 新建仓
HG HAMILTON INSURANCE GROUP LTD. CL B $340.00%1 1— $34 新建仓
BEAM BEAM THERAPEUTICS INC COM $340.00%1 1— $34 新建仓
HGTY HAGERTY INC CL A COM $360.00%3 3— $36 新建仓
— CRINETICS PHARMACEUTICALS INC COM $370.00%1 1— $37 新建仓
IDYA IDEAYA BIOSCIENCES INC COM $370.00%1 1— $37 新建仓
CALX CALIX INC COM $370.00%1 1— $37 新建仓
MGNI MAGNITE INC COM $380.00%2 2— $38 新建仓
PLUG PLUG PWR INC COM NEW $380.00%14 -214-93.9% -$581 重新持有