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 |
|---|---|---|---|---|---|---|---|---|
| MET | METLIFE INC COM | $3.05万 | 0.00% | 431 | 189 | 78.1% | $1.34万 | 加仓 |
| — | WHEELS UP EXPERIENCE INC COM CL A | $3.05万 | 0.00% | 59,000 | 59,000 | — | $3.05万 | 新建仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $3.04万 | 0.00% | 1,239 | 57 | 4.8% | $1,399 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $3.04万 | 0.00% | 863 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $3.04万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO COM NEW | $3.02万 | 0.00% | 573 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $3.01万 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $3.01万 | 0.00% | 591 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $2.98万 | 0.00% | 608 | 422 | 226.9% | $2.07万 | 加仓 |
| UAA | UNDER ARMOUR INC CL A | $2.96万 | 0.00% | 5,000 | -5,000 | -50.0% | -$2.96万 | 减仓 |
| IDA | IDACORP INC COM | $2.95万 | 0.00% | 206 | -2 | -1.0% | -$286 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $2.92万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $2.91万 | 0.00% | 265 | 128 | 93.4% | $1.41万 | 加仓 |
| H | HYATT HOTELS CORP COM CL A | $2.90万 | 0.00% | 202 | 40 | 24.7% | $5,752 | 加仓 |
| IRM | IRON MTN INC DEL COM | $2.90万 | 0.00% | 284 | 178 | 167.9% | $1.82万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $2.89万 | 0.00% | 2,670 | -957 | -26.4% | -$1.04万 | 减仓 |
| SANA | SANA BIOTECHNOLOGY INC COM | $2.88万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC COM | $2.88万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP CL B | $2.87万 | 0.00% | 1,086 | -91 | -7.7% | -$2,406 | 减仓 |
| UGI | UGI CORP NEW COM | $2.86万 | 0.00% | 786 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $2.84万 | 0.00% | 627 | -36 | -5.4% | -$1,631 | 减仓 |
| RYN | RAYONIER INC COM | $2.81万 | 0.00% | 1,365 | 575 | 72.8% | $1.19万 | 加仓 |
| WAB | WABTEC COM | $2.80万 | 0.00% | 112 | 22 | 24.4% | $5,498 | 加仓 |
| POST | POST HLDGS INC COM | $2.80万 | 0.00% | 283 | 117 | 70.5% | $1.16万 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $2.79万 | 0.00% | 2,469 | 2,469 | — | $2.79万 | 新建仓 |
| ICUI | ICU MED INC COM | $2.74万 | 0.00% | 212 | 6 | 2.9% | $775 | 加仓 |
| COR | CENCORA INC COM | $2.73万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $2.71万 | 0.00% | 95 | 73 | 331.8% | $2.08万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $2.71万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP COMMON STOCK | $2.69万 | 0.00% | 1,041 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC COM | $2.68万 | 0.00% | 393 | -915 | -70.0% | -$6.24万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $2.68万 | 0.00% | 391 | -371 | -48.7% | -$2.54万 | 减仓 |
| AROC | ARCHROCK INC COM | $2.66万 | 0.00% | 765 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC COM | $2.66万 | 0.00% | 132 | -1 | -0.8% | -$202 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $2.65万 | 0.00% | 2,666 | 290 | 12.2% | $2,883 | 加仓 |
| MCY | MERCURY GENL CORP NEW COM | $2.64万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC COM | $2.61万 | 0.00% | 145 | 63 | 76.8% | $1.14万 | 加仓 |
| DBX | DROPBOX INC CL A | $2.61万 | 0.00% | 1,150 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $2.61万 | 0.00% | 557 | -31 | -5.3% | -$1,454 | 减仓 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $2.59万 | 0.00% | 884 | 840 | 1,909.1% | $2.46万 | 加仓 |
| — | ISHARES GLOBAL TIMBER & FORESTRY ETF | $2.57万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO COM | $2.57万 | 0.00% | 632 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $2.52万 | 0.00% | 106 | 72 | 211.8% | $1.72万 | 加仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $2.51万 | 0.00% | 1,031 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC CL A | $2.48万 | 0.00% | 191 | 56 | 41.5% | $7,276 | 加仓 |
| NI | NISOURCE INC COM | $2.48万 | 0.00% | 531 | -3 | -0.6% | -$140 | 减仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $2.45万 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED COM | $2.45万 | 0.00% | 205 | 108 | 111.3% | $1.29万 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $2.43万 | 0.00% | 361 | -454 | -55.7% | -$3.06万 | 减仓 |
| NRG | NRG ENERGY INC COM NEW | $2.43万 | 0.00% | 166 | 162 | 4,050.0% | $2.37万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $2.42万 | 0.00% | 333 | 333 | — | $2.42万 | 新建仓 |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | $2.41万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $2.40万 | 0.00% | 73 | -119 | -62.0% | -$3.92万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $2.38万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $2.37万 | 0.00% | 2,734 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP COM PAR $1 | $2.35万 | 0.00% | 790 | -85 | -9.7% | -$2,528 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $2.34万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $2.34万 | 0.00% | 208 | 4 | 2.0% | $449 | 加仓 |
| XPO | XPO INC COM | $2.33万 | 0.00% | 120 | 51 | 73.9% | $9,922 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $2.32万 | 0.00% | 57 | -1 | -1.7% | -$407 | 减仓 |
| WWD | WOODWARD INC COM | $2.32万 | 0.00% | 65 | -8 | -11.0% | -$2,854 | 减仓 |
| FHB | FIRST HAWAIIAN INC COM | $2.31万 | 0.00% | 937 | -3,498 | -78.9% | -$8.62万 | 减仓 |
| SAM | BOSTON BEER INC CL A | $2.30万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC COM | $2.28万 | 0.00% | 208 | 82 | 65.1% | $8,998 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $2.28万 | 0.00% | 246 | -11 | -4.3% | -$1,018 | 减仓 |
| GEO | GEO GROUP INC COM | $2.27万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP COM | $2.27万 | 0.00% | 301 | -36 | -10.7% | -$2,711 | 减仓 |
| CNO | CNO FINL GROUP INC COM | $2.27万 | 0.00% | 552 | 15 | 2.8% | $616 | 加仓 |
| TEX | TEREX CORP NEW COM | $2.25万 | 0.00% | 380 | -196 | -34.0% | -$1.16万 | 减仓 |
| SE | SEA LTD SPONSORD ADS | $2.24万 | 0.00% | 271 | -105 | -27.9% | -$8,695 | 减仓 |
| ZTS | ZOETIS INC CL A | $2.22万 | 0.00% | 188 | 58 | 44.6% | $6,856 | 加仓 |
| SR | SPIRE INC COM | $2.20万 | 0.00% | 243 | 20 | 9.0% | $1,811 | 加仓 |
| CAR | AVIS BUDGET GROUP INC COM | $2.19万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $2.17万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $2.16万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $2.16万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $2.16万 | 0.00% | 22 | 2 | 10.0% | $1,960 | 加仓 |
| TTD | THE TRADE DESK INC COM CL A | $2.16万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $2.13万 | 0.00% | 1,007 | 226 | 28.9% | $4,787 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $2.12万 | 0.00% | 223 | 31 | 16.1% | $2,942 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $2.12万 | 0.00% | 70 | -417 | -85.6% | -$12.60万 | 减仓 |
| TKR | TIMKEN CO COM | $2.11万 | 0.00% | 210 | -78 | -27.1% | -$7,845 | 减仓 |
| TWLO | TWILIO INC CL A | $2.08万 | 0.00% | 165 | 14 | 9.3% | $1,762 | 重新持有 |
| GMAB | GENMAB A/S SPONSORED ADS | $2.08万 | 0.00% | 774 | 191 | 32.8% | $5,124 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $2.08万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC CL A | $2.05万 | 0.00% | 273 | 273 | — | $2.05万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $2.04万 | 0.00% | 123 | 13 | 11.8% | $2,159 | 加仓 |
| ECHO | ECHOSTAR CORP CL A | $2.04万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $2.03万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP COM SER C | $2.03万 | 0.00% | 403 | 272 | 207.6% | $1.37万 | 加仓 |
| — | NATHANS FAMOUS INC COM | $2.01万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP COM | $2.01万 | 0.00% | 218 | 33 | 17.8% | $3,043 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $2.01万 | 0.00% | 277 | 122 | 78.7% | $8,851 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $2.01万 | 0.00% | 111 | 40 | 56.3% | $7,240 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $1.99万 | 0.00% | 425 | 274 | 181.5% | $1.29万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $1.98万 | 0.00% | 1,604 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC COM | $1.98万 | 0.00% | 3 | 1 | 50.0% | $6,590 | 加仓 |
| PODD | INSULET CORP COM | $1.97万 | 0.00% | 94 | 26 | 38.2% | $5,456 | 加仓 |
| CPRT | COPART INC COM | $1.97万 | 0.00% | 594 | 0 | 0.0% | — | 不变 |
| DWAS | INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF | $1.97万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |