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 |
|---|---|---|---|---|---|---|---|---|
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $1.22万 | 0.00% | 471 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $1.22万 | 0.00% | 188 | -98 | -34.3% | -$6,346 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $1.22万 | 0.00% | 403 | -351 | -46.6% | -$1.06万 | 减仓 |
| EOI | EATON VANCE ENHANCED EQUITY COM | $1.21万 | 0.00% | 618 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $1.21万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC COM | $1.21万 | 0.00% | 289 | 25 | 9.5% | $1,044 | 加仓 |
| SNA | SNAP ON INC COM | $1.21万 | 0.00% | 30 | 4 | 15.4% | $1,610 | 加仓 |
| CAVA | CAVA GROUP INC COM | $1.20万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| CLVT | CLARIVATE PLC ORD SHS | $1.20万 | 0.00% | 5,535 | 2,565 | 86.4% | $5,540 | 加仓 |
| CPRT | COPART INC COM | $1.20万 | 0.00% | 424 | -170 | -28.6% | -$4,792 | 减仓 |
| NG | NOVAGOLD RESOURCES INC COM NEW | $1.19万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INC COM | $1.19万 | 0.00% | 316 | 10 | 3.3% | $377 | 加仓 |
| KGS | KODIAK GAS SVCS INC COM | $1.19万 | 0.00% | 158 | -48 | -23.3% | -$3,606 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION COM | $1.18万 | 0.00% | 158 | -40 | -20.2% | -$2,989 | 减仓 |
| HOPE | HOPE BANCORP INC COM | $1.18万 | 0.00% | 860 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $1.17万 | 0.00% | 134 | -14 | -9.5% | -$1,226 | 减仓 |
| VTRS | VIATRIS INC COM | $1.17万 | 0.00% | 737 | 582 | 375.5% | $9,243 | 加仓 |
| AOS | SMITH A O CORP COM | $1.17万 | 0.00% | 186 | 9 | 5.1% | $564 | 加仓 |
| EWBC | EAST WEST BANCORP INC COM | $1.16万 | 0.00% | 90 | 10 | 12.5% | $1,291 | 加仓 |
| MDB | MONGODB INC CL A | $1.14万 | 0.00% | 34 | 1 | 3.0% | $336 | 加仓 |
| — | SEABRIDGE GOLD INC COM | $1.14万 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP COM | $1.14万 | 0.00% | 15 | 3 | 25.0% | $2,273 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $1.13万 | 0.00% | 453 | -78 | -14.7% | -$1,953 | 减仓 |
| PRGO | PERRIGO CO PLC SHS | $1.13万 | 0.00% | 1,087 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $1.13万 | 0.00% | 148 | 14 | 10.4% | $1,068 | 加仓 |
| RMD | RESMED INC COM | $1.13万 | 0.00% | 58 | 5 | 9.4% | $973 | 加仓 |
| FIVN | FIVE9 INC COM | $1.13万 | 0.00% | 529 | 529 | — | $1.13万 | 新建仓 |
| MP | MP MATERIALS CORP COM CL A | $1.13万 | 0.00% | 201 | -4 | -2.0% | -$224 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC COM | $1.12万 | 0.00% | 126 | 4 | 3.3% | $355 | 加仓 |
| CMC | COMMERCIAL METALS CO COM | $1.12万 | 0.00% | 178 | 7 | 4.1% | $439 | 加仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $1.12万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC COM | $1.11万 | 0.00% | 72 | 15 | 26.3% | $2,321 | 加仓 |
| CLBT | CELLEBRITE DI LTD ORDINARY SHARES | $1.11万 | 0.00% | 761 | 451 | 145.5% | $6,585 | 加仓 |
| HEI | HEICO CORP NEW COM | $1.10万 | 0.00% | 31 | 2 | 6.9% | $712 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $1.10万 | 0.00% | 70 | 4 | 6.1% | $628 | 加仓 |
| UNM | UNUM GROUP COM | $1.09万 | 0.00% | 122 | 14 | 13.0% | $1,252 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $1.09万 | 0.00% | 142 | 5 | 3.6% | $383 | 加仓 |
| STAG | STAG INDUSTRIAL INC COM | $1.08万 | 0.00% | 284 | -33 | -10.4% | -$1,256 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $1.08万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES SHS BEN INT | $1.08万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| PAR | PAR TECHNOLOGY CORP COM | $1.06万 | 0.00% | 608 | 492 | 424.1% | $8,571 | 加仓 |
| UBS | UBS GROUP AG SHS | $1.05万 | 0.00% | 212 | 52 | 32.5% | $2,577 | 加仓 |
| ATI | ATI INC COM | $1.04万 | 0.00% | 53 | 11 | 26.2% | $2,168 | 加仓 |
| DOCS | DOXIMITY INC CL A | $1.04万 | 0.00% | 502 | -280 | -35.8% | -$5,807 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $1.04万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP COM | $1.03万 | 0.00% | 96 | 35 | 57.4% | $3,745 | 加仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $1.02万 | 0.00% | 372 | -402 | -51.9% | -$1.10万 | 减仓 |
| QUBT | QUANTUM COMPUTING INC COM | $1.02万 | 0.00% | 1,050 | 998 | 1,919.2% | $9,681 | 重新持有 |
| AYI | ACUITY INC COM | $1.02万 | 0.00% | 27 | 3 | 12.5% | $1,130 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $1.01万 | 0.00% | 113 | 38 | 50.7% | $3,400 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $1.01万 | 0.00% | 46 | -46 | -50.0% | -$1.01万 | 减仓 |
| — | LIBERTY BROADBAND CORP COM SER C | $1.00万 | 0.00% | 302 | -101 | -25.1% | -$3,359 | 减仓 |
| RL | RALPH LAUREN CORP CL A | $1.00万 | 0.00% | 25 | 3 | 13.6% | $1,204 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $1.00万 | 0.00% | 290 | 55 | 23.4% | $1,902 | 加仓 |
| — | ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF | $9,927 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC COM | $9,914 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP COM | $9,909 | 0.00% | 535 | 13 | 2.5% | $241 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $9,874 | 0.00% | 380 | 34 | 9.8% | $883 | 加仓 |
| GFF | GRIFFON CORP COM | $9,851 | 0.00% | 101 | -29 | -22.3% | -$2,829 | 减仓 |
| FTDR | FRONTDOOR INC COM | $9,776 | 0.00% | 126 | 2 | 1.6% | $155 | 加仓 |
| IBN | ICICI BANK LIMITED ADR | $9,667 | 0.00% | 333 | 175 | 110.8% | $5,080 | 加仓 |
| GNW | GENWORTH FINL INC COM SHS | $9,612 | 0.00% | 1,015 | 24 | 2.4% | $227 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $9,582 | 0.00% | 153 | -4 | -2.5% | -$251 | 减仓 |
| ONON | ON HLDG AG NAMEN AKT A | $9,563 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP COM | $9,491 | 0.00% | 95 | 7 | 8.0% | $699 | 加仓 |
| PENN | PENN ENTERTAINMENT INC COM | $9,462 | 0.00% | 443 | 8 | 1.8% | $171 | 加仓 |
| — | NET LEASE OFFICE PROPERTIES COM | $9,438 | 0.00% | 848 | -20 | -2.3% | -$223 | 减仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $9,392 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC COM | $9,360 | 0.00% | 22 | -43 | -66.2% | -$1.83万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO COM | $9,342 | 0.00% | 121 | -381 | -75.9% | -$2.94万 | 减仓 |
| TDG | TRANSDIGM GROUP INC COM | $9,324 | 0.00% | 7 | -43 | -86.0% | -$5.73万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC COM | $9,307 | 0.00% | 269 | 7 | 2.7% | $242 | 加仓 |
| IEX | IDEX CORP COM | $9,305 | 0.00% | 41 | 5 | 13.9% | $1,135 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $9,299 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES AGENCY BOND ETF | $9,289 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| NTB | BANK OF N T BUTTERFIELD & SON SHS NEW | $9,223 | 0.00% | 155 | 3 | 2.0% | $179 | 加仓 |
| OC | OWENS CORNING NEW COM | $9,220 | 0.00% | 58 | 6 | 11.5% | $954 | 加仓 |
| BNL | BROADSTONE NET LEASE INC COM | $9,219 | 0.00% | 446 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV ORD SHARES | $9,185 | 0.00% | 237 | 229 | 2,862.5% | $8,875 | 重新持有 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $9,144 | 0.00% | 57 | 3 | 5.6% | $481 | 加仓 |
| VNT | VONTIER CORPORATION COM | $9,135 | 0.00% | 315 | -95 | -23.2% | -$2,755 | 减仓 |
| SM | SM ENERGY COMPANY COM | $9,109 | 0.00% | 349 | 10 | 2.9% | $261 | 加仓 |
| MLKN | MILLERKNOLL INC COM | $9,105 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC COM | $9,074 | 0.00% | 100 | 31 | 44.9% | $2,813 | 加仓 |
| MSM | MSC INDL DIRECT INC CL A | $9,040 | 0.00% | 76 | 3 | 4.1% | $357 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $9,006 | 0.00% | 508 | 95 | 23.0% | $1,684 | 加仓 |
| IART | INTEGRA LIFESCIENCES HLDGS CP COM NEW | $8,980 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD SHS | $8,973 | 0.00% | 340 | 38 | 12.6% | $1,003 | 加仓 |
| MIDD | MIDDLEBY CORP COM | $8,944 | 0.00% | 52 | 52 | — | $8,944 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $8,924 | 0.00% | 63 | -113 | -64.2% | -$1.60万 | 减仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $8,905 | 0.00% | 239 | 45 | 23.2% | $1,677 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $8,833 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC COM | $8,786 | 0.00% | 184 | 16 | 9.5% | $764 | 加仓 |
| CASK | MGP INGREDIENTS INC NEW COM | $8,760 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC COM | $8,722 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| AUPH | AURINIA PHARMACEUTICALS INC COM | $8,689 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| — | SNDL INC COM | $8,645 | 0.00% | 6,404 | 4,104 | 178.4% | $5,540 | 加仓 |
| BXP | BXP INC COM | $8,620 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP COM | $8,604 | 0.00% | 76 | 76 | — | $8,604 | 新建仓 |
| POWL | POWELL INDS INC COM | $8,590 | 0.00% | 30 | 30 | — | $8,590 | 新建仓 |