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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $19.14万 | 0.02% | 3,383 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $19.02万 | 0.02% | 1,407 | 669 | 90.7% | $9.05万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $19.01万 | 0.02% | 1,603 | -2,195 | -57.8% | -$26.04万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $19.00万 | 0.02% | 1,255 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $18.88万 | 0.02% | 5,288 | 108 | 2.1% | $3,856 | 加仓 |
| VFMF | VANGUARD U.S. MULTIFACTOR ETF | $18.84万 | 0.02% | 1,215 | 92 | 8.2% | $1.43万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $18.54万 | 0.02% | 315 | -22 | -6.5% | -$1.30万 | 减仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $18.34万 | 0.01% | 2,522 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $18.10万 | 0.01% | 2,278 | 210 | 10.2% | $1.67万 | 加仓 |
| OSK | OSHKOSH CORP COM | $18.08万 | 0.01% | 1,228 | -33 | -2.6% | -$4,858 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $17.91万 | 0.01% | 688 | -54 | -7.3% | -$1.41万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $17.91万 | 0.01% | 3,589 | -1,004 | -21.9% | -$5.01万 | 减仓 |
| ABNB | AIRBNB INC COM CL A | $17.43万 | 0.01% | 1,380 | 74 | 5.7% | $9,345 | 加仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $17.38万 | 0.01% | 1,866 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC COM | $17.20万 | 0.01% | 1,730 | -22 | -1.3% | -$2,187 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $17.19万 | 0.01% | 385 | 11 | 2.9% | $4,912 | 加仓 |
| INSM | INSMED INC COM PAR $.01 | $17.13万 | 0.01% | 1,048 | -25 | -2.3% | -$4,087 | 减仓 |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | $17.02万 | 0.01% | 3,900 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP COM SHS | $16.99万 | 0.01% | 4,165 | -414 | -9.0% | -$1.69万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $16.97万 | 0.01% | 391 | 308 | 371.1% | $13.37万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $16.95万 | 0.01% | 1,048 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $16.93万 | 0.01% | 571 | -8 | -1.4% | -$2,372 | 减仓 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $16.77万 | 0.01% | 25,292 | 0 | 0.0% | — | 不变 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $16.67万 | 0.01% | 3,375 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $16.56万 | 0.01% | 1,286 | -70 | -5.2% | -$9,013 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $16.36万 | 0.01% | 564 | 8 | 1.4% | $2,321 | 加仓 |
| CIEN | CIENA CORP COM NEW | $16.36万 | 0.01% | 421 | 90 | 27.2% | $3.50万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $16.26万 | 0.01% | 410 | -22 | -5.1% | -$8,723 | 减仓 |
| TMUS | T-MOBILE US INC COM | $16.15万 | 0.01% | 769 | -17 | -2.2% | -$3,571 | 减仓 |
| WMB | WILLIAMS COS INC COM | $15.90万 | 0.01% | 2,184 | -1 | -0.0% | -$73 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $15.89万 | 0.01% | 572 | -403 | -41.3% | -$11.20万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $15.89万 | 0.01% | 3,387 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $15.86万 | 0.01% | 1,754 | -154 | -8.1% | -$1.39万 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $15.83万 | 0.01% | 615 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP SPONSORED ADR | $15.81万 | 0.01% | 7,640 | -1,420 | -15.7% | -$2.94万 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $15.63万 | 0.01% | 1,180 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $15.62万 | 0.01% | 2,658 | -233 | -8.1% | -$1.37万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $15.50万 | 0.01% | 1,139 | 186 | 19.5% | $2.53万 | 加仓 |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $15.43万 | 0.01% | 4,536 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $15.42万 | 0.01% | 347 | -33 | -8.7% | -$1.47万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $15.41万 | 0.01% | 393 | 326 | 486.6% | $12.79万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $15.37万 | 0.01% | 2,379 | -379 | -13.7% | -$2.45万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $15.32万 | 0.01% | 9,029 | -735 | -7.5% | -$1.25万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $15.29万 | 0.01% | 886 | 484 | 120.4% | $8.35万 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $15.15万 | 0.01% | 820 | -277 | -25.3% | -$5.12万 | 减仓 |
| — | DUPONT DE NEMOURS INC COM | $15.14万 | 0.01% | 3,306 | 976 | 41.9% | $4.47万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $15.10万 | 0.01% | 1,314 | 416 | 46.3% | $4.78万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $15.09万 | 0.01% | 9,183 | 80 | 0.9% | $1,314 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $14.78万 | 0.01% | 2,355 | -2,482 | -51.3% | -$15.58万 | 减仓 |
| FAST | FASTENAL CO COM | $14.63万 | 0.01% | 3,153 | 398 | 14.4% | $1.85万 | 加仓 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $14.44万 | 0.01% | 3,514 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $14.32万 | 0.01% | 17,816 | 5,000 | 39.0% | $4.02万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $14.25万 | 0.01% | 866 | 11 | 1.3% | $1,810 | 加仓 |
| TRGP | TARGA RES CORP COM | $14.24万 | 0.01% | 568 | -108 | -16.0% | -$2.71万 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $14.20万 | 0.01% | 1,460 | -800 | -35.4% | -$7.78万 | 减仓 |
| DOL | WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND | $14.18万 | 0.01% | 2,085 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $14.02万 | 0.01% | 902 | 61 | 7.3% | $9,484 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $14.02万 | 0.01% | 1,280 | -47 | -3.5% | -$5,147 | 减仓 |
| ALLY | ALLY FINL INC COM | $13.96万 | 0.01% | 3,558 | 332 | 10.3% | $1.30万 | 加仓 |
| EQT | EQT CORP COM | $13.94万 | 0.01% | 2,190 | -440 | -16.7% | -$2.80万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $13.89万 | 0.01% | 2,896 | 2,896 | — | $13.89万 | 新建仓 |
| KLAC | KLA CORP COM NEW | $13.84万 | 0.01% | 94 | 6 | 6.8% | $8,834 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $13.70万 | 0.01% | 1,011 | 1,011 | — | $13.70万 | 新建仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $13.47万 | 0.01% | 4,002 | 169 | 4.4% | $5,690 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $13.47万 | 0.01% | 644 | -126 | -16.4% | -$2.64万 | 减仓 |
| HUBB | HUBBELL INC COM | $13.32万 | 0.01% | 271 | 70 | 34.8% | $3.44万 | 加仓 |
| BA | BOEING CO COM | $13.32万 | 0.01% | 669 | 31 | 4.9% | $6,170 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $13.31万 | 0.01% | 477 | 189 | 65.6% | $5.27万 | 加仓 |
| CRH | CRH PLC ORD | $13.22万 | 0.01% | 1,257 | -70 | -5.3% | -$7,360 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $13.07万 | 0.01% | 945 | 210 | 28.6% | $2.90万 | 加仓 |
| MCK | MCKESSON CORP COM | $13.06万 | 0.01% | 151 | 40 | 36.0% | $3.46万 | 加仓 |
| DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $13.05万 | 0.01% | 3,077 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $13.05万 | 0.01% | 69 | -95 | -57.9% | -$17.96万 | 减仓 |
| GSK | GSK PLC SPONSORED ADR | $12.97万 | 0.01% | 2,350 | 288 | 14.0% | $1.59万 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $12.85万 | 0.01% | 678 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $12.82万 | 0.01% | 1,057 | 113 | 12.0% | $1.37万 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $12.80万 | 0.01% | 3,484 | 290 | 9.1% | $1.07万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $12.77万 | 0.01% | 588 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC COM | $12.75万 | 0.01% | 638 | -45 | -6.6% | -$8,996 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $12.71万 | 0.01% | 322 | 322 | — | $12.71万 | 新建仓 |
| AVGE | AVANTIS ALL EQUITY MARKETS ETF | $12.71万 | 0.01% | 1,444 | 3 | 0.2% | $264 | 加仓 |
| GIS | GENERAL MILLS INC COM | $12.63万 | 0.01% | 3,393 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $12.40万 | 0.01% | 500 | -1,706 | -77.3% | -$42.31万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $12.35万 | 0.01% | 225 | 21 | 10.3% | $1.15万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC COM | $12.32万 | 0.01% | 899 | -99 | -9.9% | -$1.36万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $12.26万 | 0.01% | 314 | -512 | -62.0% | -$19.99万 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $12.21万 | 0.01% | 1,058 | -10 | -0.9% | -$1,154 | 减仓 |
| SYY | SYSCO CORP COM | $12.20万 | 0.01% | 1,711 | 1,574 | 1,148.9% | $11.23万 | 加仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $12.20万 | 0.01% | 2,418 | 2,167 | 863.3% | $10.93万 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $12.14万 | 0.01% | 1,899 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $12.10万 | 0.01% | 2,017 | 217 | 12.1% | $1.30万 | 加仓 |
| DOW | DOW HLDGS INC COM | $12.10万 | 0.01% | 2,904 | 646 | 28.6% | $2.69万 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $11.99万 | 0.01% | 1,548 | 1,548 | — | $11.99万 | 新建仓 |
| AON | AON PLC SHS CL A | $11.95万 | 0.01% | 370 | -261 | -41.4% | -$8.43万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $11.72万 | 0.01% | 1,874 | -110 | -5.5% | -$6,882 | 减仓 |
| DOV | DOVER CORP COM | $11.68万 | 0.01% | 560 | 191 | 51.8% | $3.98万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $11.33万 | 0.01% | 523 | -76 | -12.7% | -$1.65万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $11.29万 | 0.01% | 998 | 176 | 21.4% | $1.99万 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $11.26万 | 0.01% | 531 | 269 | 102.7% | $5.71万 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $11.17万 | 0.01% | 537 | 0 | 0.0% | — | 不变 |