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 |
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP COM | $46.02万 | 0.04% | 514 | 46 | 9.8% | $4.12万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $45.93万 | 0.04% | 4,474 | 1,465 | 48.7% | $15.04万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $45.65万 | 0.04% | 6,347 | -2,797 | -30.6% | -$20.12万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $44.80万 | 0.04% | 2,933 | 155 | 5.6% | $2.37万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $43.75万 | 0.04% | 4,656 | 1,310 | 39.2% | $12.31万 | 加仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $43.68万 | 0.04% | 11,882 | 268 | 2.3% | $9,852 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $43.57万 | 0.04% | 1,611 | 1,021 | 173.1% | $27.61万 | 加仓 |
| — | FEDERATED HERMES MDT LARGE CAP VALUE ETF | $42.94万 | 0.03% | 13,631 | 13,631 | — | $42.94万 | 新建仓 |
| ENB | ENBRIDGE INC COM | $42.67万 | 0.03% | 7,884 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $42.12万 | 0.03% | 10,261 | 789 | 8.3% | $3.24万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $42.04万 | 0.03% | 2,168 | 2,168 | — | $42.04万 | 新建仓 |
| EL | LAUDER ESTEE COS INC CL A | $41.76万 | 0.03% | 5,818 | -212 | -3.5% | -$1.52万 | 减仓 |
| PSX | PHILLIPS 66 COM | $41.65万 | 0.03% | 2,286 | 236 | 11.5% | $4.30万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $40.86万 | 0.03% | 1,778 | 200 | 12.7% | $4.60万 | 加仓 |
| DIS | DISNEY WALT CO COM | $40.83万 | 0.03% | 4,236 | 1,301 | 44.3% | $12.54万 | 加仓 |
| AMGN | AMGEN INC COM | $39.89万 | 0.03% | 1,134 | 177 | 18.5% | $6.23万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $38.72万 | 0.03% | 2,957 | 30 | 1.0% | $3,929 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $38.34万 | 0.03% | 1,068 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD ORD SHS CL A | $38.12万 | 0.03% | 26,525 | -6,684 | -20.1% | -$9.60万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $38.03万 | 0.03% | 545 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $37.99万 | 0.03% | 5,049 | 1,285 | 34.1% | $9.67万 | 加仓 |
| MMM | 3M CO COM | $37.96万 | 0.03% | 2,614 | 131 | 5.3% | $1.90万 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $37.86万 | 0.03% | 3,703 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X URANIUM ETF | $37.29万 | 0.03% | 7,700 | 7,500 | 3,750.0% | $36.32万 | 加仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $37.27万 | 0.03% | 5,051 | 2,589 | 105.2% | $19.10万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $36.90万 | 0.03% | 565 | -7 | -1.2% | -$4,572 | 减仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $35.82万 | 0.03% | 3,840 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $35.49万 | 0.03% | 4,820 | 29 | 0.6% | $2,135 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $35.16万 | 0.03% | 2,523 | 755 | 42.7% | $10.52万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $35.10万 | 0.03% | 1,068 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW COM | $34.94万 | 0.03% | 1,873 | 56 | 3.1% | $1.04万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $34.70万 | 0.03% | 3,344 | 2,869 | 604.0% | $29.77万 | 加仓 |
| ADBE | ADOBE INC COM | $34.23万 | 0.03% | 1,408 | -469 | -25.0% | -$11.40万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $33.43万 | 0.03% | 5,512 | 1,199 | 27.8% | $7.27万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $31.60万 | 0.03% | 4,754 | 110 | 2.4% | $7,313 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $31.29万 | 0.03% | 2,159 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $30.91万 | 0.03% | 4,835 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $30.62万 | 0.02% | 1,012 | 426 | 72.7% | $12.89万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $30.45万 | 0.02% | 950 | 24 | 2.6% | $7,693 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $30.15万 | 0.02% | 1,837 | 29 | 1.6% | $4,759 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $30.14万 | 0.02% | 613 | -2 | -0.3% | -$983 | 减仓 |
| SLB | SLB LIMITED COM STK | $30.13万 | 0.02% | 5,863 | 2,731 | 87.2% | $14.03万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $30.11万 | 0.02% | 2,350 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $29.55万 | 0.02% | 1,111 | 342 | 44.5% | $9.10万 | 加仓 |
| FDX | FEDEX CORP COM | $29.27万 | 0.02% | 822 | 190 | 30.1% | $6.76万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $29.26万 | 0.02% | 2,217 | -1,043 | -32.0% | -$13.77万 | 减仓 |
| BGRN | ISHARES TRUST ISHARES USD GREEN BOND ETF | $29.23万 | 0.02% | 6,158 | 82 | 1.3% | $3,893 | 加仓 |
| VCRB | VANGUARD CORE BOND ETF | $28.96万 | 0.02% | 3,743 | 77 | 2.1% | $5,958 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $28.76万 | 0.02% | 8,577 | 2,169 | 33.8% | $7.27万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $28.72万 | 0.02% | 2,578 | 2,578 | — | $28.72万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $28.25万 | 0.02% | 3,887 | -370 | -8.7% | -$2.69万 | 减仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $28.24万 | 0.02% | 11,268 | 821 | 7.9% | $2.06万 | 加仓 |
| NTRS | NORTHERN TR CORP COM | $27.91万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER RESOURCES ETF | $27.88万 | 0.02% | 4,170 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT | $27.58万 | 0.02% | 2,978 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC COM | $27.26万 | 0.02% | 1,375 | 575 | 71.9% | $11.40万 | 加仓 |
| PFE | PFIZER INC COM | $27.14万 | 0.02% | 9,667 | 2,483 | 34.6% | $6.97万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $26.78万 | 0.02% | 896 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $26.72万 | 0.02% | 747 | -859 | -53.5% | -$30.72万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $26.71万 | 0.02% | 2,697 | 139 | 5.4% | $1.38万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $25.92万 | 0.02% | 2,647 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $25.88万 | 0.02% | 891 | -1,531 | -63.2% | -$44.47万 | 减仓 |
| CME | CME GROUP INC COM | $25.84万 | 0.02% | 875 | 740 | 548.1% | $21.85万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $25.74万 | 0.02% | 2,052 | -13 | -0.6% | -$1,631 | 减仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $25.18万 | 0.02% | 3,382 | -210 | -5.8% | -$1.56万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $25.10万 | 0.02% | 2,719 | 70 | 2.6% | $6,462 | 加仓 |
| USB | US BANCORP COM NEW | $24.61万 | 0.02% | 4,731 | -72 | -1.5% | -$3,745 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $24.60万 | 0.02% | 58 | -42 | -42.0% | -$17.82万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $24.53万 | 0.02% | 1,161 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $24.50万 | 0.02% | 1,939 | 695 | 55.9% | $8.78万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $24.46万 | 0.02% | 1,717 | -388 | -18.4% | -$5.53万 | 减仓 |
| PCAR | PACCAR INC COM | $24.21万 | 0.02% | 2,096 | 54 | 2.6% | $6,237 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $24.16万 | 0.02% | 1,843 | 1,478 | 404.9% | $19.37万 | 加仓 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $23.96万 | 0.02% | 4,450 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $23.90万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $23.89万 | 0.02% | 1,176 | 69 | 6.2% | $1.40万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $23.84万 | 0.02% | 394 | -199 | -33.6% | -$12.04万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $23.72万 | 0.02% | 12,290 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC COM | $23.53万 | 0.02% | 1,080 | -12 | -1.1% | -$2,615 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $23.24万 | 0.02% | 331 | 138 | 71.5% | $9.69万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $22.87万 | 0.02% | 7,965 | 1,997 | 33.5% | $5.73万 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $22.41万 | 0.02% | 2,534 | 1,160 | 84.4% | $10.26万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $22.39万 | 0.02% | 917 | -160 | -14.9% | -$3.91万 | 减仓 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $22.38万 | 0.02% | 3,855 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $22.25万 | 0.02% | 4,848 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | $22.19万 | 0.02% | 11,270 | 0 | 0.0% | — | 不变 |
| THNQ | ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | $22.04万 | 0.02% | 3,735 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $21.54万 | 0.02% | 197 | 9 | 4.8% | $9,840 | 加仓 |
| LIN | LINDE PLC SHS | $21.42万 | 0.02% | 432 | 325 | 303.7% | $16.11万 | 加仓 |
| ALC | ALCON AG ORD SHS | $21.33万 | 0.02% | 2,831 | 302 | 11.9% | $2.28万 | 加仓 |
| KVUE | KENVUE INC COM | $21.26万 | 0.02% | 12,330 | 438 | 3.7% | $7,551 | 加仓 |
| — | WEBSTER FINL CORP COM | $21.06万 | 0.02% | 3,033 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $20.93万 | 0.02% | 546 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $20.90万 | 0.02% | 639 | 300 | 88.5% | $9.81万 | 加仓 |
| LEN | LENNAR CORP CL A | $20.53万 | 0.02% | 2,364 | 83 | 3.6% | $7,208 | 加仓 |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | $20.15万 | 0.02% | 2,334 | -73 | -3.0% | -$6,304 | 减仓 |
| TFC | TRUIST FINL CORP COM | $20.08万 | 0.02% | 4,369 | -1,142 | -20.7% | -$5.25万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $19.91万 | 0.02% | 1,622 | 1,432 | 753.7% | $17.58万 | 加仓 |
| DXCM | DEXCOM INC COM | $19.85万 | 0.02% | 10,836 | -173 | -1.6% | -$3,169 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $19.56万 | 0.02% | 2,597 | 705 | 37.3% | $5.31万 | 加仓 |