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 |
|---|---|---|---|---|---|---|---|---|
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $52.47万 | 0.04% | 5,129 | -1,357 | -20.9% | -$13.88万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $52.11万 | 0.04% | 4,360 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $50.49万 | 0.04% | 14,871 | 551 | 3.8% | $1.87万 | 加仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $49.79万 | 0.04% | 11,931 | 49 | 0.4% | $2,045 | 加仓 |
| — | FEDERATED HERMES MDT LARGE CAP VALUE ETF | $48.88万 | 0.04% | 13,631 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $47.50万 | 0.03% | 6,290 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC CL A | $47.11万 | 0.03% | 5,967 | 149 | 2.6% | $1.18万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $46.80万 | 0.03% | 485 | 92 | 23.4% | $8.88万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $46.44万 | 0.03% | 24,290 | 12,000 | 97.6% | $22.94万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $46.26万 | 0.03% | 898 | -517 | -36.5% | -$26.64万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $45.97万 | 0.03% | 2,933 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $45.40万 | 0.03% | 2,893 | -3,830 | -57.0% | -$60.11万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $44.74万 | 0.03% | 34,388 | 443 | 1.3% | $5,763 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $44.34万 | 0.03% | 517 | 186 | 56.2% | $15.95万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $43.44万 | 0.03% | 2,973 | 16 | 0.5% | $2,338 | 加仓 |
| NTRA | NATERA INC COM | $43.33万 | 0.03% | 1,596 | 958 | 150.2% | $26.01万 | 加仓 |
| ENB | ENBRIDGE INC COM | $42.93万 | 0.03% | 7,919 | 35 | 0.4% | $1,897 | 加仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $42.70万 | 0.03% | 5,158 | 107 | 2.1% | $8,858 | 加仓 |
| PFE | PFIZER INC COM | $42.59万 | 0.03% | 17,688 | 8,021 | 83.0% | $19.31万 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $42.49万 | 0.03% | 250 | -75 | -23.1% | -$12.75万 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $42.36万 | 0.03% | 1,068 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $41.27万 | 0.03% | 551 | -14 | -2.5% | -$1.05万 | 减仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $41.17万 | 0.03% | 4,337 | 497 | 12.9% | $4.72万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $41.05万 | 0.03% | 1,835 | -38 | -2.0% | -$8,501 | 减仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $40.79万 | 0.03% | 3,703 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $40.49万 | 0.03% | 795 | 3 | 0.4% | $1,528 | 加仓 |
| T | AT&T INC COM | $40.32万 | 0.03% | 19,480 | 2,418 | 14.2% | $5.01万 | 加仓 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $40.13万 | 0.03% | 3,855 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC COM NEW | $39.95万 | 0.03% | 23,118 | 21,409 | 1,252.7% | $36.99万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $38.85万 | 0.03% | 1,445 | 1,011 | 232.9% | $27.18万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $38.69万 | 0.03% | 1,736 | -42 | -2.4% | -$9,361 | 减仓 |
| TLN | TALEN ENERGY CORP COM | $38.45万 | 0.03% | 1,001 | 881 | 734.2% | $33.84万 | 加仓 |
| AMGN | AMGEN INC COM | $38.25万 | 0.03% | 1,056 | -78 | -6.9% | -$2.83万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $37.94万 | 0.03% | 757 | 144 | 23.5% | $7.22万 | 加仓 |
| APH | AMPHENOL CORP CL A | $37.86万 | 0.03% | 2,147 | 208 | 10.7% | $3.67万 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $37.76万 | 0.03% | 15,986 | 11,047 | 223.7% | $26.09万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $37.45万 | 0.03% | 2,101 | 651 | 44.9% | $11.60万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $37.25万 | 0.03% | 11,653 | 3,076 | 35.9% | $9.83万 | 加仓 |
| DIS | DISNEY WALT CO COM | $36.84万 | 0.03% | 3,827 | -409 | -9.7% | -$3.94万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $36.26万 | 0.03% | 3,373 | 2,318 | 219.7% | $24.92万 | 加仓 |
| BA | BOEING CO COM | $35.85万 | 0.03% | 1,656 | 987 | 147.5% | $21.37万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $35.81万 | 0.03% | 1,579 | 204 | 14.8% | $4.63万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $35.81万 | 0.03% | 546 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $35.29万 | 0.03% | 2,159 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP COM | $34.96万 | 0.03% | 2,011 | 11 | 0.5% | $1,912 | 加仓 |
| MMM | 3M CO COM | $34.86万 | 0.03% | 2,153 | -461 | -17.6% | -$7.46万 | 减仓 |
| VCRB | VANGUARD CORE BOND ETF | $34.61万 | 0.03% | 4,481 | 738 | 19.7% | $5.70万 | 加仓 |
| BP | BP PLC SPONSORED ADR | $34.54万 | 0.03% | 9,348 | 8,072 | 632.6% | $29.83万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $34.41万 | 0.03% | 2,350 | 0 | 0.0% | — | 不变 |
| THNQ | ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | $34.07万 | 0.03% | 3,735 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $33.99万 | 0.02% | 7,311 | 1,448 | 24.7% | $6.73万 | 加仓 |
| URA | GLOBAL X URANIUM ETF | $33.65万 | 0.02% | 7,700 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $33.46万 | 0.02% | 7,040 | -3,221 | -31.4% | -$15.31万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $33.34万 | 0.02% | 986 | -26 | -2.6% | -$8,792 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $33.02万 | 0.02% | 959 | 9 | 0.9% | $3,099 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $32.97万 | 0.02% | 6,877 | 3,393 | 97.4% | $16.27万 | 加仓 |
| TER | TERADYNE INC COM | $32.86万 | 0.02% | 679 | 108 | 18.9% | $5.23万 | 加仓 |
| USB | US BANCORP COM NEW | $32.76万 | 0.02% | 5,424 | 693 | 14.6% | $4.19万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $32.55万 | 0.02% | 1,370 | 209 | 18.0% | $4.97万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $32.21万 | 0.02% | 4,388 | -432 | -9.0% | -$3.17万 | 减仓 |
| QCOM | QUALCOMM INC COM | $31.99万 | 0.02% | 1,731 | 445 | 34.6% | $8.22万 | 加仓 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $31.78万 | 0.02% | 4,835 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC COM | $31.69万 | 0.02% | 656 | 448 | 215.4% | $21.64万 | 加仓 |
| ETN | EATON CORP PLC SHS | $31.62万 | 0.02% | 742 | -5 | -0.7% | -$2,131 | 减仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $31.58万 | 0.02% | 4,238 | -811 | -16.1% | -$6.04万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $31.50万 | 0.02% | 2,647 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD SPONSORD ADS | $31.30万 | 0.02% | 3,266 | 2,995 | 1,105.2% | $28.70万 | 加仓 |
| ECL | ECOLAB INC COM | $31.26万 | 0.02% | 1,122 | 11 | 1.0% | $3,065 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $30.82万 | 0.02% | 1,646 | -522 | -24.1% | -$9.77万 | 减仓 |
| VV | VANGUARD LARGE-CAP ETF | $30.81万 | 0.02% | 896 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC COM | $30.65万 | 0.02% | 2,591 | 13 | 0.5% | $1,538 | 加仓 |
| NFLX | NETFLIX INC. COM | $30.36万 | 0.02% | 4,252 | -9,205 | -68.4% | -$65.73万 | 减仓 |
| KLAC | KLA CORP COM NEW | $29.87万 | 0.02% | 990 | 50 | 5.3% | $1.51万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $29.82万 | 0.02% | 3,903 | 16 | 0.4% | $1,222 | 加仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $29.26万 | 0.02% | 21,900 | -4,625 | -17.4% | -$6.18万 | 减仓 |
| IP | INTERNATIONAL PAPER CO COM | $29.25万 | 0.02% | 7,677 | 2,389 | 45.2% | $9.10万 | 加仓 |
| BGRN | ISHARES TRUST ISHARES USD GREEN BOND ETF | $29.23万 | 0.02% | 6,158 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC COM | $29.13万 | 0.02% | 1,085 | 5 | 0.5% | $1,342 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $28.85万 | 0.02% | 1,698 | 76 | 4.7% | $1.29万 | 加仓 |
| PHO | INVESCO WATER RESOURCES ETF | $28.81万 | 0.02% | 4,170 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $28.70万 | 0.02% | 585 | 164 | 39.0% | $8.05万 | 加仓 |
| PSX | PHILLIPS 66 COM | $28.37万 | 0.02% | 1,678 | -608 | -26.6% | -$10.28万 | 减仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $28.16万 | 0.02% | 11,268 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $27.68万 | 0.02% | 4,450 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $27.56万 | 0.02% | 940 | 49 | 5.5% | $1.44万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $27.38万 | 0.02% | 1,478 | 430 | 41.0% | $7.96万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $27.37万 | 0.02% | 198 | 1 | 0.5% | $1,382 | 加仓 |
| SVM | SILVERCORP METALS INC COM | $27.27万 | 0.02% | 27,000 | 27,000 | — | $27.27万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $26.94万 | 0.02% | 404 | 10 | 2.5% | $6,669 | 加仓 |
| BEN | FRANKLIN RESOURCES INC COM | $26.88万 | 0.02% | 8,078 | 8,037 | 19,602.4% | $26.74万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $26.82万 | 0.02% | 4,655 | -857 | -15.5% | -$4.94万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $26.12万 | 0.02% | 657 | -1,537 | -70.1% | -$61.11万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $26.05万 | 0.02% | 1,246 | 380 | 43.9% | $7.94万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $25.97万 | 0.02% | 2,499 | 282 | 12.7% | $2.93万 | 加仓 |
| TGT | TARGET CORP COM | $25.79万 | 0.02% | 1,975 | 918 | 86.8% | $11.99万 | 加仓 |
| ATLC | ATLANTICUS HOLDINGS CORP COM | $25.56万 | 0.02% | 2,500 | 2,500 | — | $25.56万 | 新建仓 |
| GILD | GILEAD SCIENCES INC COM | $25.47万 | 0.02% | 2,017 | -506 | -20.1% | -$6.39万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $25.42万 | 0.02% | 1,858 | 15 | 0.8% | $2,052 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $25.40万 | 0.02% | 1,134 | -42 | -3.6% | -$9,406 | 减仓 |
| NOK | NOKIA CORP SPONSORED ADR | $25.17万 | 0.02% | 18,956 | 1,140 | 6.4% | $1.51万 | 加仓 |