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 |
|---|---|---|---|---|---|---|---|---|
| AVIV | AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | $161.87万 | 0.12% | 20,908 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC COM | $159.94万 | 0.12% | 124,179 | 1,605 | 1.3% | $2.07万 | 加仓 |
| PLD | PROLOGIS INC. COM | $158.01万 | 0.12% | 11,664 | 48 | 0.4% | $6,503 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $157.66万 | 0.12% | 17,675 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $155.50万 | 0.11% | 26,392 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $153.96万 | 0.11% | 3,022 | 8 | 0.3% | $4,076 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $152.19万 | 0.11% | 765 | -146 | -16.0% | -$29.05万 | 减仓 |
| DE | DEERE & CO COM | $151.57万 | 0.11% | 2,390 | 213 | 9.8% | $13.51万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $150.52万 | 0.11% | 40,946 | -832 | -2.0% | -$3.06万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $148.53万 | 0.11% | 8,210 | 1,247 | 17.9% | $22.56万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $146.67万 | 0.11% | 11,812 | -15,304 | -56.4% | -$190.03万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $145.69万 | 0.11% | 16,105 | 1,201 | 8.1% | $10.86万 | 加仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $145.11万 | 0.11% | 17,623 | -127 | -0.7% | -$1.05万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC COM | $144.20万 | 0.11% | 14,865 | -1,431 | -8.8% | -$13.88万 | 减仓 |
| CI | THE CIGNA GROUP COM | $142.55万 | 0.10% | 5,171 | 9 | 0.2% | $2,481 | 加仓 |
| MCD | MCDONALDS CORP COM | $141.38万 | 0.10% | 5,230 | -175 | -3.2% | -$4.73万 | 减仓 |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | $140.79万 | 0.10% | 17,976 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $137.53万 | 0.10% | 5,673 | -3,953 | -41.1% | -$95.83万 | 减仓 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $136.12万 | 0.10% | 27,622 | 64 | 0.2% | $3,154 | 加仓 |
| BKGI | BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF | $134.91万 | 0.10% | 30,001 | 30,001 | — | $134.91万 | 新建仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $132.73万 | 0.10% | 17,339 | 3 | 0.0% | $230 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $131.31万 | 0.10% | 7,685 | 7,685 | — | $131.31万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $128.91万 | 0.09% | 1,275 | 41 | 3.3% | $4.15万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $128.71万 | 0.09% | 12,441 | 68 | 0.5% | $7,035 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $122.85万 | 0.09% | 1,923 | 312 | 19.4% | $19.93万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $122.31万 | 0.09% | 21,655 | -1,472 | -6.4% | -$8.31万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $119.28万 | 0.09% | 1,650 | -155 | -8.6% | -$11.20万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $117.06万 | 0.09% | 7,983 | -186 | -2.3% | -$2.73万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $116.52万 | 0.09% | 35,000 | 10,005 | 40.0% | $33.31万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $114.57万 | 0.08% | 4,653 | -5 | -0.1% | -$1,231 | 减仓 |
| SNDK | SANDISK CORP COM | $113.29万 | 0.08% | 498 | 351 | 238.8% | $79.85万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $109.82万 | 0.08% | 16,738 | -671 | -3.9% | -$4.40万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $109.46万 | 0.08% | 2,211 | 205 | 10.2% | $10.15万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $106.00万 | 0.08% | 3,108 | 130 | 4.4% | $4.43万 | 加仓 |
| FISV | FISERV INC COM | $104.84万 | 0.08% | 21,374 | 1,590 | 8.0% | $7.80万 | 加仓 |
| UNP | UNION PAC CORP COM | $102.64万 | 0.08% | 3,774 | 509 | 15.6% | $13.84万 | 加仓 |
| SSNC | SS&C TECH HLDGS COM | $102.32万 | 0.08% | 16,490 | 17 | 0.1% | $1,055 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $102.25万 | 0.08% | 8,217 | -204 | -2.4% | -$2.54万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $102.06万 | 0.07% | 2,355 | -91 | -3.7% | -$3.94万 | 减仓 |
| CB | CHUBB LIMITED COM | $102.02万 | 0.07% | 2,994 | -148 | -4.7% | -$5.04万 | 减仓 |
| GM | GENERAL MTRS CO COM | $98.94万 | 0.07% | 12,836 | 49 | 0.4% | $3,777 | 加仓 |
| O | REALTY INCOME CORP COM | $98.92万 | 0.07% | 15,965 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $98.58万 | 0.07% | 2,285 | 448 | 24.4% | $19.33万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $97.70万 | 0.07% | 3,280 | 583 | 21.6% | $17.37万 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $97.31万 | 0.07% | 6,307 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $95.30万 | 0.07% | 2,550 | 120 | 4.9% | $4.48万 | 加仓 |
| WPC | WP CAREY INC COM | $93.98万 | 0.07% | 13,143 | -389 | -2.9% | -$2.78万 | 减仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $91.94万 | 0.07% | 11,146 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $91.73万 | 0.07% | 6,775 | 82 | 1.2% | $1.11万 | 加仓 |
| WELL | WELLTOWER INC COM | $90.67万 | 0.07% | 3,995 | -225 | -5.3% | -$5.11万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $89.18万 | 0.07% | 16,635 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $88.30万 | 0.06% | 4,800 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $87.79万 | 0.06% | 2,270 | 355 | 18.5% | $13.73万 | 加仓 |
| ORCL | ORACLE CORP COM | $86.38万 | 0.06% | 5,894 | -432 | -6.8% | -$6.33万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $85.98万 | 0.06% | 3,057 | 28 | 0.9% | $7,875 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $85.83万 | 0.06% | 12,046 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC COM | $85.49万 | 0.06% | 7,265 | -23 | -0.3% | -$2,706 | 减仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $84.61万 | 0.06% | 7,230 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $83.60万 | 0.06% | 3,027 | -317 | -9.5% | -$8.75万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $80.75万 | 0.06% | 19,072 | 1,968 | 11.5% | $8.33万 | 加仓 |
| GLD | SPDR GOLD SHARES | $79.02万 | 0.06% | 2,145 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $78.62万 | 0.06% | 5,492 | -833 | -13.2% | -$11.92万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $78.21万 | 0.06% | 1,062 | -85 | -7.4% | -$6.26万 | 减仓 |
| NEM | NEWMONT CORP COM | $77.96万 | 0.06% | 8,347 | 2,232 | 36.5% | $20.85万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $77.78万 | 0.06% | 2,566 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $77.22万 | 0.06% | 9,871 | 649 | 7.0% | $5.08万 | 加仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $76.22万 | 0.06% | 4,940 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $75.72万 | 0.06% | 3,559 | 713 | 25.1% | $15.17万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $72.59万 | 0.05% | 3,618 | 140 | 4.0% | $2.81万 | 加仓 |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | $71.36万 | 0.05% | 40,000 | 40,000 | — | $71.36万 | 新建仓 |
| KEY | KEYCORP COM | $70.30万 | 0.05% | 30,497 | -328 | -1.1% | -$7,560 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $68.43万 | 0.05% | 1,068 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $68.37万 | 0.05% | 711 | 3 | 0.4% | $2,885 | 加仓 |
| LOW | LOWES COS INC COM | $67.90万 | 0.05% | 3,079 | 50 | 1.7% | $1.10万 | 加仓 |
| PAPI | PARAMETRIC EQUITY PREMIUM INCOME ETF | $66.75万 | 0.05% | 25,000 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $65.85万 | 0.05% | 11,315 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $64.84万 | 0.05% | 12,208 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $64.75万 | 0.05% | 6,772 | -132 | -1.9% | -$1.26万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $64.67万 | 0.05% | 8,962 | 2,615 | 41.2% | $18.87万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $64.16万 | 0.05% | 6,998 | 30 | 0.4% | $2,750 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $63.99万 | 0.05% | 12,638 | 12,638 | — | $63.99万 | 新建仓 |
| MA | MASTERCARD INCORPORATED CL A | $63.29万 | 0.05% | 1,232 | -178 | -12.6% | -$9.14万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $63.18万 | 0.05% | 3,317 | -547 | -14.2% | -$10.42万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $62.96万 | 0.05% | 10,548 | 0 | 0.0% | — | 不变 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $61.13万 | 0.04% | 4,308 | -57 | -1.3% | -$8,088 | 减仓 |
| MO | ALTRIA GROUP INC COM | $59.91万 | 0.04% | 8,326 | -183 | -2.2% | -$1.32万 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $59.31万 | 0.04% | 4,485 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $58.91万 | 0.04% | 5,792 | 2 | 0.0% | $203 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $58.01万 | 0.04% | 6,194 | 1,440 | 30.3% | $13.49万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $57.21万 | 0.04% | 6,518 | 44 | 0.7% | $3,862 | 加仓 |
| HON | HONEYWELL INTL INC COM | $57.21万 | 0.04% | 2,555 | -2,629 | -50.7% | -$58.86万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $56.96万 | 0.04% | 3,743 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $56.88万 | 0.04% | 608 | -151 | -19.9% | -$14.13万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $56.49万 | 0.04% | 2,555 | 2,555 | — | $56.49万 | 新建仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $55.54万 | 0.04% | 11,241 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $55.08万 | 0.04% | 1,555 | 20 | 1.3% | $7,085 | 加仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $53.77万 | 0.04% | 4,217 | -126 | -2.9% | -$1.61万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $53.50万 | 0.04% | 547 | 33 | 6.4% | $3.23万 | 加仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $53.46万 | 0.04% | 11,699 | -502 | -4.1% | -$2.29万 | 减仓 |
| CTVA | CORTEVA INC COM | $52.67万 | 0.04% | 6,219 | 277 | 4.7% | $2.35万 | 加仓 |