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 |
|---|---|---|---|---|---|---|---|---|
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $1,534 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| 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 |
| TOL | TOLL BROTHERS INC COM | $1,483 | 0.00% | 9 | 9 | — | $1,483 | 新建仓 |
| WRB | BERKLEY W R CORP COM | $1,481 | 0.00% | 21 | -1,842 | -98.9% | -$12.99万 | 重新持有 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $1,478 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP COM | $1,474 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| — | ECHO GLOBAL LOGISTICS INC COM | $1,471 | 0.00% | 14 | 14 | — | $1,471 | 新建仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1,444 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $1,417 | 0.00% | 243 | 243 | — | $1,417 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $1,395 | 0.00% | 87 | 87 | — | $1,395 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC COM | $1,372 | 0.00% | 6 | 2 | 50.0% | $457 | 加仓 |
| XYZ | BLOCK INC CL A | $1,368 | 0.00% | 18 | 18 | — | $1,368 | 新建仓 |
| CNA | CNA FINL CORP COM | $1,361 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | $1,333 | 0.00% | 4 | -49 | -92.5% | -$1.63万 | 减仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $1,317 | 0.00% | 39 | 39 | — | $1,317 | 新建仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $1,310 | 0.00% | 7 | 7 | — | $1,310 | 新建仓 |
| YEXT | YEXT INC COM | $1,308 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL COM | $1,284 | 0.00% | 20 | 20 | — | $1,284 | 新建仓 |
| PBR/A | PETROLEO BRASILEIRO S A SP ADR NON VTG | $1,274 | 0.00% | 87 | 87 | — | $1,274 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $1,268 | 0.00% | 4 | -50 | -92.6% | -$1.58万 | 减仓 |
| BURL | BURLINGTON STORES INC COM | $1,267 | 0.00% | 4 | -14 | -77.8% | -$4,434 | 减仓 |
| SANM | SANMINA CORP COM | $1,265 | 0.00% | 5 | 5 | — | $1,265 | 新建仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $1,264 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC COM | $1,261 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC COM | $1,253 | 0.00% | 9 | -24 | -72.7% | -$3,341 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $1,251 | 0.00% | 11 | 11 | — | $1,251 | 新建仓 |
| TDC | TERADATA CORP DEL COM | $1,247 | 0.00% | 36 | 6 | 20.0% | $208 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $1,246 | 0.00% | 16 | 16 | — | $1,246 | 新建仓 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $1,244 | 0.00% | 173 | 20 | 13.1% | $144 | 加仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $1,244 | 0.00% | 14 | 5 | 55.6% | $444 | 加仓 |
| — | ORION PROPERTIES INC COM | $1,237 | 0.00% | 428 | -35 | -7.6% | -$101 | 减仓 |
| FE | FIRSTENERGY CORP COM | $1,236 | 0.00% | 26 | 26 | — | $1,236 | 新建仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $1,234 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $1,222 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC COM | $1,217 | 0.00% | 50 | 8 | 19.0% | $195 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $1,213 | 0.00% | 15 | -105 | -87.5% | -$8,491 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $1,213 | 0.00% | 5 | 5 | — | $1,213 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $1,208 | 0.00% | 14 | 14 | — | $1,208 | 新建仓 |
| KGC | KINROSS GOLD CORP COM | $1,205 | 0.00% | 51 | 51 | — | $1,205 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $1,185 | 0.00% | 13 | -551 | -97.7% | -$5.02万 | 减仓 |
| DINO | HF SINCLAIR CORP COM | $1,184 | 0.00% | 17 | 17 | — | $1,184 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $1,182 | 0.00% | 106 | 106 | — | $1,182 | 新建仓 |
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT PART IN | $1,181 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP COM | $1,177 | 0.00% | 70 | 40 | 133.3% | $673 | 加仓 |
| GRAL | GRAIL INC COM | $1,161 | 0.00% | 17 | 1 | 6.2% | $68 | 加仓 |
| VMI | VALMONT INDS INC COM | $1,155 | 0.00% | 2 | 2 | — | $1,155 | 新建仓 |
| GEN | GEN DIGITAL INC COM | $1,145 | 0.00% | 46 | 46 | — | $1,145 | 新建仓 |
| GHC | GRAHAM HLDGS CO COM CL B | $1,141 | 0.00% | 1 | 1 | — | $1,141 | 新建仓 |
| — | VANECK AFRICA INDEX ETF | $1,131 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS COM | $1,119 | 0.00% | 3 | 3 | — | $1,119 | 新建仓 |
| CCK | CROWN HLDGS INC COM | $1,118 | 0.00% | 10 | 10 | — | $1,118 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $1,118 | 0.00% | 10 | 10 | — | $1,118 | 新建仓 |
| OVV | OVINTIV INC COM | $1,106 | 0.00% | 21 | 21 | — | $1,106 | 新建仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $1,103 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC COM | $1,100 | 0.00% | 8 | 8 | — | $1,100 | 新建仓 |
| OKTA | OKTA INC CL A | $1,092 | 0.00% | 8 | 8 | — | $1,092 | 新建仓 |
| MTN | VAIL RESORTS INC COM | $1,089 | 0.00% | 8 | 8 | — | $1,089 | 新建仓 |
| EXEL | EXELIXIS INC COM | $1,088 | 0.00% | 20 | 20 | — | $1,088 | 新建仓 |
| MUSA | MURPHY USA INC COM | $1,078 | 0.00% | 2 | 2 | — | $1,078 | 新建仓 |
| PUMP | PROPETRO HLDG CORP COM | $1,076 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $1,076 | 0.00% | 62 | 32 | 106.7% | $555 | 加仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $1,071 | 0.00% | 13 | 13 | — | $1,071 | 新建仓 |
| SEIC | SEI INVTS CO COM | $1,053 | 0.00% | 12 | 12 | — | $1,053 | 新建仓 |
| MTDR | MATADOR RES CO COM | $1,045 | 0.00% | 21 | -93 | -81.6% | -$4,628 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $1,043 | 0.00% | 4 | 4 | — | $1,043 | 新建仓 |
| APA | APA CORPORATION COM | $1,042 | 0.00% | 32 | -743 | -95.9% | -$2.42万 | 重新持有 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $1,041 | 0.00% | 7 | 7 | — | $1,041 | 新建仓 |
| WULF | TERAWULF INC COM | $1,037 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC COM | $1,036 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC COM | $1,035 | 0.00% | 11 | 11 | — | $1,035 | 新建仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1,022 | 0.00% | 24 | 24 | — | $1,022 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP COM | $1,018 | 0.00% | 22 | 22 | — | $1,018 | 新建仓 |
| SJM | SMUCKER J M CO COM NEW | $1,013 | 0.00% | 9 | 9 | — | $1,013 | 新建仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $1,004 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RDY | DR REDDYS LABS LTD ADR | $1,000 | 0.00% | 69 | 69 | — | $1,000 | 新建仓 |
| ITT | ITT INC COM | $989 | 0.00% | 5 | 5 | — | $989 | 新建仓 |
| ADMA | ADMA BIOLOGICS INC COM | $988 | 0.00% | 118 | 118 | — | $988 | 新建仓 |
| MGA | MAGNA INTL INC COM | $985 | 0.00% | 15 | 15 | — | $985 | 新建仓 |
| AUR | AURORA INNOVATION INC CLASS A COM | $982 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $973 | 0.00% | 5 | 5 | — | $973 | 新建仓 |
| PPLI | PEOPLE INC COM NEW | $969 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC COM | $968 | 0.00% | 13 | 13 | — | $968 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $950 | 0.00% | 53 | -20 | -27.4% | -$358 | 减仓 |
| MARA | MARA HOLDINGS INC COM | $945 | 0.00% | 68 | -36 | -34.6% | -$500 | 减仓 |
| HPQ | HP INC COM | $943 | 0.00% | 43 | 43 | — | $943 | 新建仓 |
| CYTK | CYTOKINETICS INC COM NEW | $937 | 0.00% | 11 | 3 | 37.5% | $256 | 加仓 |
| ENS | ENERSYS COM | $935 | 0.00% | 4 | 4 | — | $935 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC COM | $930 | 0.00% | 11 | 11 | — | $930 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC COM | $927 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC CL A | $927 | 0.00% | 2 | 2 | — | $927 | 新建仓 |
| — | TILRAY BRANDS INC COM | $925 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC COM CL A | $925 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| EC | ECOPETROL S A SPONSORED ADS | $917 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC CL A | $916 | 0.00% | 16 | -90 | -84.9% | -$5,152 | 减仓 |
| DK | DELEK US HLDGS INC NEW COM | $915 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC COM | $911 | 0.00% | 2 | 2 | — | $911 | 新建仓 |
| IOT | SAMSARA INC COM CL A | $908 | 0.00% | 28 | -170 | -85.9% | -$5,513 | 减仓 |
| — | THE REAL BROKERAGE INC COM NEW | $903 | 0.00% | 496 | 496 | — | $903 | 新建仓 |
| ORI | OLD REP INTL CORP COM | $900 | 0.00% | 22 | 22 | — | $900 | 新建仓 |