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 |
|---|---|---|---|---|---|---|---|---|
| MET | METLIFE INC COM | $3.89万 | 0.00% | 460 | 29 | 6.7% | $2,454 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $3.89万 | 0.00% | 63 | -259 | -80.4% | -$15.98万 | 减仓 |
| BHVN | BIOHAVEN LTD COM | $3.83万 | 0.00% | 2,572 | 2,500 | 3,472.2% | $3.72万 | 加仓 |
| NNN | NNN REIT INC COM | $3.82万 | 0.00% | 821 | -792 | -49.1% | -$3.69万 | 减仓 |
| CURB | CURBLINE PPTYS CORP COM | $3.80万 | 0.00% | 1,250 | 1,250 | — | $3.80万 | 新建仓 |
| BB | BLACKBERRY LTD COM | $3.79万 | 0.00% | 3,000 | -2,000 | -40.0% | -$2.53万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $3.77万 | 0.00% | 201 | 196 | 3,920.0% | $3.68万 | 加仓 |
| GL | GLOBE LIFE INC COM | $3.75万 | 0.00% | 210 | -161 | -43.4% | -$2.88万 | 减仓 |
| VST | VISTRA CORP COM | $3.74万 | 0.00% | 236 | -3,979 | -94.4% | -$63.12万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $3.67万 | 0.00% | 2,196 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $3.64万 | 0.00% | 168 | 9 | 5.7% | $1,949 | 加仓 |
| IRM | IRON MTN INC DEL COM | $3.59万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC COM | $3.59万 | 0.00% | 156 | 11 | 7.6% | $2,528 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD COM | $3.52万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SANA | SANA BIOTECHNOLOGY INC COM | $3.49万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A COM | $3.48万 | 0.00% | 142 | -330 | -69.9% | -$8.09万 | 减仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $3.48万 | 0.00% | 1,218 | 1,218 | — | $3.48万 | 新建仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $3.47万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $3.44万 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $3.44万 | 0.00% | 762 | 434 | 132.3% | $1.96万 | 加仓 |
| SRE | SEMPRA COM | $3.43万 | 0.00% | 370 | 18 | 5.1% | $1,669 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $3.43万 | 0.00% | 300 | -1,303 | -81.3% | -$14.88万 | 减仓 |
| BRO | BROWN & BROWN INC COM | $3.42万 | 0.00% | 534 | 510 | 2,125.0% | $3.27万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $3.41万 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $3.41万 | 0.00% | 1,136 | -33 | -2.8% | -$990 | 减仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $3.40万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | TEMPLETON EMERGING MKTS INCOME COM | $3.37万 | 0.00% | 5,000 | 5,000 | — | $3.37万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $3.30万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $3.29万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC COM PAR $.01 | $3.28万 | 0.00% | 307 | -741 | -70.7% | -$7.91万 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $3.28万 | 0.00% | 84 | 3 | 3.7% | $1,170 | 加仓 |
| FLYW | FLYWIRE CORPORATION COM VTG | $3.25万 | 0.00% | 1,852 | 1,852 | — | $3.25万 | 新建仓 |
| CXT | CRANE NXT CO COM | $3.25万 | 0.00% | 635 | 3 | 0.5% | $153 | 加仓 |
| MCY | MERCURY GENL CORP NEW COM | $3.24万 | 0.00% | 304 | 4 | 1.3% | $426 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC COM | $3.22万 | 0.00% | 331 | -136 | -29.1% | -$1.32万 | 减仓 |
| SLGN | SILGAN HLDGS INC COM | $3.21万 | 0.00% | 692 | 208 | 43.0% | $9,649 | 加仓 |
| WAB | WABTEC COM | $3.21万 | 0.00% | 119 | 7 | 6.2% | $1,887 | 加仓 |
| FFIV | F5 INC COM | $3.20万 | 0.00% | 77 | 59 | 327.8% | $2.45万 | 加仓 |
| PHM | PULTE GROUP INC COM | $3.20万 | 0.00% | 233 | -497 | -68.1% | -$6.82万 | 减仓 |
| DBX | DROPBOX INC CL A | $3.19万 | 0.00% | 1,163 | 13 | 1.1% | $357 | 加仓 |
| POR | PORTLAND GEN ELEC CO COM NEW | $3.19万 | 0.00% | 616 | 43 | 7.5% | $2,229 | 加仓 |
| GPC | GENUINE PARTS CO COM | $3.19万 | 0.00% | 270 | -101 | -27.2% | -$1.19万 | 减仓 |
| MXI | ISHARES GLOBAL MATERIALS ETF | $3.18万 | 0.00% | 300 | 300 | — | $3.18万 | 新建仓 |
| AROC | ARCHROCK INC COM | $3.15万 | 0.00% | 775 | 10 | 1.3% | $407 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $3.15万 | 0.00% | 2,983 | 317 | 11.9% | $3,351 | 加仓 |
| MSCI | MSCI INC COM | $3.14万 | 0.00% | 56 | -6 | -9.7% | -$3,360 | 减仓 |
| FHB | FIRST HAWAIIAN INC COM | $3.13万 | 0.00% | 1,069 | 132 | 14.1% | $3,868 | 加仓 |
| — | U S GLOBAL INVS INC CL A | $3.12万 | 0.00% | 10,000 | 10,000 | — | $3.12万 | 新建仓 |
| AEE | AMEREN CORP COM | $3.12万 | 0.00% | 276 | 11 | 4.2% | $1,243 | 加仓 |
| ROST | ROSS STORES INC COM | $3.11万 | 0.00% | 146 | -44 | -23.2% | -$9,365 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $3.09万 | 0.00% | 1,150 | 143 | 14.2% | $3,840 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $3.08万 | 0.00% | 129 | 34 | 35.8% | $8,126 | 加仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $3.08万 | 0.00% | 1,086 | -153 | -12.3% | -$4,342 | 减仓 |
| UGI | UGI CORP NEW COM | $3.08万 | 0.00% | 892 | 106 | 13.5% | $3,661 | 加仓 |
| WHR | WHIRLPOOL CORP COM | $3.05万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| TGS | TRANSPORTADORA DE GAS DEL SUR SPONSORED ADS B | $3.04万 | 0.00% | 1,024 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC COM | $3.04万 | 0.00% | 3,067 | 1,482 | 93.5% | $1.47万 | 加仓 |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | $3.03万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO NASDAQ 100 ETF | $3.03万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC COM | $3.03万 | 0.00% | 1,423 | 58 | 4.2% | $1,234 | 加仓 |
| MBB | ISHARES MBS ETF | $3.02万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $3.02万 | 0.00% | 955 | 328 | 52.3% | $1.04万 | 加仓 |
| EXI | ISHARES GLOBAL INDUSTRIALS ETF | $3.01万 | 0.00% | 150 | 150 | — | $3.01万 | 新建仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $3.00万 | 0.00% | 1,108 | 77 | 7.5% | $2,087 | 加仓 |
| SLVM | SYLVAMO CORP COMMON STOCK | $3.00万 | 0.00% | 794 | 6 | 0.8% | $227 | 加仓 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $3.00万 | 0.00% | 591 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP COM | $2.98万 | 0.00% | 40 | 15 | 60.0% | $1.12万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $2.98万 | 0.00% | 1,008 | 508 | 101.6% | $1.50万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $2.97万 | 0.00% | 622 | -241 | -27.9% | -$1.15万 | 减仓 |
| IDA | IDACORP INC COM | $2.97万 | 0.00% | 196 | -10 | -4.9% | -$1,513 | 减仓 |
| ICUI | ICU MED INC COM | $2.95万 | 0.00% | 201 | -11 | -5.2% | -$1,613 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $2.94万 | 0.00% | 2,469 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $2.90万 | 0.00% | 165 | -190 | -53.5% | -$3.34万 | 减仓 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $2.90万 | 0.00% | 901 | 17 | 1.9% | $547 | 加仓 |
| CVNA | CARVANA CO CL A | $2.89万 | 0.00% | 439 | -316 | -41.9% | -$2.08万 | 减仓 |
| GAP | GAP INC COM | $2.87万 | 0.00% | 1,537 | 37 | 2.5% | $691 | 加仓 |
| SILJ | AMPLIFY JUNIOR SILVER MINERS ETF | $2.85万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP COM | $2.85万 | 0.00% | 187 | 93 | 98.9% | $1.42万 | 加仓 |
| CNO | CNO FINL GROUP INC COM | $2.81万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW COM | $2.79万 | 0.00% | 385 | 5 | 1.3% | $362 | 加仓 |
| VG | VENTURE GLOBAL INC COM CL A | $2.78万 | 0.00% | 2,500 | 2,500 | — | $2.78万 | 新建仓 |
| CBT | CABOT CORP COM | $2.78万 | 0.00% | 306 | 5 | 1.7% | $454 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $2.78万 | 0.00% | 644 | -1,388 | -68.3% | -$5.99万 | 减仓 |
| XPO | XPO INC COM | $2.75万 | 0.00% | 134 | 14 | 11.7% | $2,874 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $2.75万 | 0.00% | 288 | 38 | 15.2% | $3,627 | 加仓 |
| IYE | ISHARES U.S. ENERGY ETF | $2.72万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $2.71万 | 0.00% | 337 | 1 | 0.3% | $80 | 加仓 |
| COR | CENCORA INC COM | $2.69万 | 0.00% | 95 | 8 | 9.2% | $2,264 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $2.68万 | 0.00% | 2,734 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $2.68万 | 0.00% | 174 | -90 | -34.1% | -$1.39万 | 减仓 |
| NI | NISOURCE INC COM | $2.65万 | 0.00% | 558 | 27 | 5.1% | $1,284 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $2.65万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP COM | $2.65万 | 0.00% | 163 | 89 | 120.3% | $1.44万 | 加仓 |
| TFX | TELEFLEX INCORPORATED COM | $2.64万 | 0.00% | 208 | 3 | 1.5% | $380 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $2.64万 | 0.00% | 83 | 47 | 130.6% | $1.49万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $2.63万 | 0.00% | 60 | 3 | 5.3% | $1,313 | 加仓 |
| TKR | TIMKEN CO COM | $2.59万 | 0.00% | 178 | -32 | -15.2% | -$4,650 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $2.56万 | 0.00% | 100 | 100 | — | $2.56万 | 新建仓 |
| ETR | ENTERGY CORP NEW COM | $2.55万 | 0.00% | 222 | 14 | 6.7% | $1,608 | 加仓 |
| — | FUNDRISE INNOVATION FD LLC COM SHS | $2.55万 | 0.00% | 295 | 295 | — | $2.55万 | 新建仓 |