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 |
|---|---|---|---|---|---|---|---|---|
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $5.66万 | 0.00% | 1,440 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO COM | $5.57万 | 0.00% | 1,046 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP COM | $5.51万 | 0.00% | 5,496 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $5.45万 | 0.00% | 2,557 | -3,255 | -56.0% | -$6.94万 | 减仓 |
| FLS | FLOWSERVE CORP COM | $5.39万 | 0.00% | 733 | 733 | — | $5.39万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW COM | $5.37万 | 0.00% | 1,068 | -178 | -14.3% | -$8,957 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $5.37万 | 0.00% | 87 | -445 | -83.6% | -$27.45万 | 减仓 |
| JLL | JONES LANG LASALLE INC COM | $5.36万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $5.35万 | 0.00% | 2,189 | 1,616 | 282.0% | $3.95万 | 加仓 |
| ADSK | AUTODESK INC COM | $5.31万 | 0.00% | 222 | -18 | -7.5% | -$4,309 | 减仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $5.31万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $5.31万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC COM | $5.18万 | 0.00% | 378 | -103 | -21.4% | -$1.41万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $5.18万 | 0.00% | 1,525 | 1,341 | 728.8% | $4.55万 | 加仓 |
| GL | GLOBE LIFE INC COM | $5.16万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC COM | $5.11万 | 0.00% | 181 | 2 | 1.1% | $565 | 加仓 |
| NDAQ | NASDAQ INC COM | $5.03万 | 0.00% | 593 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC COM | $5.01万 | 0.00% | 1,035 | 86 | 9.1% | $4,162 | 加仓 |
| BAX | BAXTER INTL INC COM | $4.97万 | 0.00% | 2,957 | -49 | -1.6% | -$823 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $4.95万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $4.93万 | 0.00% | 891 | -2,870 | -76.3% | -$15.87万 | 减仓 |
| PPG | PPG INDS INC COM | $4.87万 | 0.00% | 456 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $4.85万 | 0.00% | 358 | -23 | -6.0% | -$3,116 | 减仓 |
| CVNA | CARVANA CO CL A | $4.76万 | 0.00% | 151 | -90 | -37.3% | -$2.84万 | 减仓 |
| AGCO | AGCO CORP COM | $4.73万 | 0.00% | 408 | -114 | -21.8% | -$1.32万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO COM | $4.72万 | 0.00% | 502 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $4.69万 | 0.00% | 659 | -581 | -46.9% | -$4.14万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $4.67万 | 0.00% | 132 | 132 | — | $4.67万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $4.67万 | 0.00% | 311 | -348 | -52.8% | -$5.22万 | 减仓 |
| DG | DOLLAR GEN CORP COM | $4.60万 | 0.00% | 388 | 11 | 2.9% | $1,305 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $4.59万 | 0.00% | 387 | 135 | 53.6% | $1.60万 | 加仓 |
| — | INVESCO S&P 500 CONCENTRATED QVM ETF | $4.55万 | 0.00% | 766 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $4.54万 | 0.00% | 94 | -235 | -71.4% | -$11.36万 | 减仓 |
| EME | EMCOR GROUP INC COM | $4.53万 | 0.00% | 61 | 24 | 64.9% | $1.78万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $4.52万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $4.52万 | 0.00% | 264 | 70 | 36.1% | $1.20万 | 加仓 |
| EQH | EQUITABLE HLDGS INC COM | $4.49万 | 0.00% | 1,209 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $4.48万 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC COM | $4.44万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $4.41万 | 0.00% | 538 | 71 | 15.2% | $5,816 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $4.40万 | 0.00% | 652 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP COM | $4.38万 | 0.00% | 1,493 | 269 | 22.0% | $7,900 | 加仓 |
| SLV | ISHARES SILVER TRUST | $4.35万 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $4.27万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $4.18万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $4.16万 | 0.00% | 675 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD SHS | $4.15万 | 0.00% | 763 | -271 | -26.2% | -$1.47万 | 减仓 |
| ROST | ROSS STORES INC COM | $4.12万 | 0.00% | 190 | 71 | 59.7% | $1.54万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC COM | $4.10万 | 0.00% | 841 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $4.08万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP COM | $4.07万 | 0.00% | 614 | -812 | -56.9% | -$5.39万 | 减仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $4.01万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM COM | $3.98万 | 0.00% | 294 | 144 | 96.0% | $1.95万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $3.93万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $3.92万 | 0.00% | 371 | -255 | -40.7% | -$2.70万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC COM | $3.92万 | 0.00% | 467 | 467 | — | $3.92万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP COM | $3.91万 | 0.00% | 631 | 117 | 22.8% | $7,245 | 加仓 |
| EVR | EVERCORE INC CLASS A | $3.85万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC COM | $3.83万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO COM | $3.82万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP COM | $3.82万 | 0.00% | 120 | -57 | -32.2% | -$1.81万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $3.80万 | 0.00% | 176 | 150 | 576.9% | $3.24万 | 重新持有 |
| INGR | INGREDION INC COM | $3.79万 | 0.00% | 336 | 34 | 11.3% | $3,830 | 加仓 |
| CE | CELANESE CORP DEL COM | $3.78万 | 0.00% | 574 | -213 | -27.1% | -$1.40万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $3.77万 | 0.00% | 326 | 127 | 63.8% | $1.47万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $3.76万 | 0.00% | 2,196 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD COM | $3.73万 | 0.00% | 17 | -62 | -78.5% | -$13.62万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $3.73万 | 0.00% | 1,980 | 31 | 1.6% | $584 | 加仓 |
| SON | SONOCO PRODS CO COM | $3.67万 | 0.00% | 679 | 7 | 1.0% | $379 | 加仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $3.66万 | 0.00% | 433 | 92 | 27.0% | $7,768 | 加仓 |
| GAP | GAP INC COM | $3.63万 | 0.00% | 1,500 | 1,500 | — | $3.63万 | 新建仓 |
| ICLR | ICON PLC SHS | $3.62万 | 0.00% | 327 | 49 | 17.6% | $5,422 | 加仓 |
| FNB | F N B CORP COM | $3.62万 | 0.00% | 2,164 | -342 | -13.6% | -$5,718 | 减仓 |
| TGS | TRANSPORTADORA DE GAS DEL SUR SPONSORED ADS B | $3.54万 | 0.00% | 1,024 | 1,024 | — | $3.54万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP COM | $3.53万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $3.52万 | 0.00% | 1,169 | -34 | -2.8% | -$1,023 | 减仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $3.51万 | 0.00% | 1,036 | 106 | 11.4% | $3,589 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $3.48万 | 0.00% | 511 | 511 | — | $3.48万 | 新建仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $3.42万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $3.42万 | 0.00% | 352 | 181 | 105.8% | $1.76万 | 加仓 |
| EFX | EQUIFAX INC COM | $3.40万 | 0.00% | 189 | -487 | -72.0% | -$8.77万 | 减仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $3.40万 | 0.00% | 1,437 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC CL A | $3.38万 | 0.00% | 774 | 598 | 339.8% | $2.62万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $3.37万 | 0.00% | 349 | -319 | -47.8% | -$3.08万 | 减仓 |
| MAS | MASCO CORP COM | $3.34万 | 0.00% | 554 | -179 | -24.4% | -$1.08万 | 减仓 |
| MSCI | MSCI INC COM | $3.34万 | 0.00% | 62 | 1 | 1.6% | $539 | 加仓 |
| SLVM | SYLVAMO CORP COMMON STOCK | $3.33万 | 0.00% | 788 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $3.33万 | 0.00% | 353 | 353 | — | $3.33万 | 新建仓 |
| QXO | QXO INC COM NEW | $3.32万 | 0.00% | 1,709 | 227 | 15.3% | $4,408 | 加仓 |
| AZO | AUTOZONE INC COM | $3.32万 | 0.00% | 10 | -5 | -33.3% | -$1.66万 | 减仓 |
| CDW | CDW CORP COM | $3.29万 | 0.00% | 272 | 227 | 504.4% | $2.75万 | 加仓 |
| UPWK | UPWORK INC COM | $3.28万 | 0.00% | 2,995 | 467 | 18.5% | $5,118 | 加仓 |
| SILJ | AMPLIFY JUNIOR SILVER MINERS ETF | $3.27万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC COM | $3.22万 | 0.00% | 967 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $3.16万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA TECHNOLOGY | $3.15万 | 0.00% | 401 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC COM | $3.11万 | 0.00% | 2,718 | 404 | 17.5% | $4,630 | 加仓 |
| IYE | ISHARES U.S. ENERGY ETF | $3.11万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $3.11万 | 0.00% | 159 | 60 | 60.6% | $1.17万 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $3.09万 | 0.00% | 375 | 324 | 635.3% | $2.67万 | 加仓 |