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 |
|---|---|---|---|---|---|---|---|---|
| RF | REGIONS FINANCIAL CORP NEW COM | $1.97万 | 0.00% | 754 | 350 | 86.6% | $9,142 | 加仓 |
| MTZ | MASTEC INC COM | $1.96万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC COM | $1.96万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $1.95万 | 0.00% | 579 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $1.92万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $1.91万 | 0.00% | 45 | 7 | 18.4% | $2,973 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $1.90万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC COM | $1.90万 | 0.00% | 1,640 | 149 | 10.0% | $1,728 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC COM | $1.90万 | 0.00% | 360 | 13 | 3.7% | $686 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $1.90万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $1.89万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $1.89万 | 0.00% | 456 | 270 | 145.2% | $1.12万 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $1.88万 | 0.00% | 272 | 141 | 107.6% | $9,768 | 加仓 |
| SLGN | SILGAN HLDGS INC COM | $1.88万 | 0.00% | 484 | 12 | 2.5% | $466 | 加仓 |
| MSA | MSA SAFETY INC COM | $1.85万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC COM | $1.83万 | 0.00% | 286 | -893 | -75.7% | -$5.72万 | 减仓 |
| DOCS | DOXIMITY INC CL A | $1.82万 | 0.00% | 782 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $1.82万 | 0.00% | 1,816 | 710 | 64.2% | $7,107 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $1.82万 | 0.00% | 422 | 24 | 6.0% | $1,033 | 加仓 |
| BBT | BEACON FINANCIAL CORP. COM | $1.81万 | 0.00% | 605 | 45 | 8.0% | $1,350 | 加仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $1.81万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RESOURCES INC COM NEW | $1.80万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC COM | $1.78万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $1.77万 | 0.00% | 313 | 154 | 96.9% | $8,719 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $1.76万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| BCO | BRINKS CO COM | $1.76万 | 0.00% | 170 | -9 | -5.0% | -$933 | 减仓 |
| WF | WOORI FINL GROUP INC SPONSORED ADS | $1.76万 | 0.00% | 264 | 264 | — | $1.76万 | 新建仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $1.75万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC COM | $1.74万 | 0.00% | 100 | -125 | -55.6% | -$2.18万 | 减仓 |
| CDL | VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF | $1.74万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC COM | $1.73万 | 0.00% | 85 | 54 | 174.2% | $1.10万 | 加仓 |
| MCO | MOODYS CORP COM | $1.70万 | 0.00% | 39 | 15 | 62.5% | $6,544 | 加仓 |
| OSCR | OSCAR HEALTH INC CL A | $1.69万 | 0.00% | 1,476 | 243 | 19.7% | $2,787 | 加仓 |
| PPL | PPL CORP COM | $1.69万 | 0.00% | 442 | -111 | -20.1% | -$4,240 | 减仓 |
| CNI | CANADIAN NATL RY CO COM | $1.69万 | 0.00% | 164 | 30 | 22.4% | $3,083 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $1.68万 | 0.00% | 1,990 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP COM | $1.68万 | 0.00% | 768 | 39 | 5.3% | $852 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $1.68万 | 0.00% | 668 | -668 | -50.0% | -$1.68万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $1.66万 | 0.00% | 178 | 108 | 154.3% | $1.01万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $1.66万 | 0.00% | 255 | 11 | 4.5% | $716 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $1.66万 | 0.00% | 692 | 153 | 28.4% | $3,661 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $1.65万 | 0.00% | 192 | 74 | 62.7% | $6,374 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $1.65万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $1.65万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP COM | $1.65万 | 0.00% | 283 | 58 | 25.8% | $3,378 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $1.64万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP COM | $1.64万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC COM | $1.63万 | 0.00% | 57 | 3 | 5.6% | $860 | 加仓 |
| ROKU | ROKU INC COM CL A | $1.63万 | 0.00% | 172 | 49 | 39.8% | $4,636 | 加仓 |
| AXS | AXIS CAP HLDGS LTD SHS | $1.62万 | 0.00% | 160 | 92 | 135.3% | $9,330 | 加仓 |
| BB | BLACKBERRY LTD COM | $1.62万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $1.61万 | 0.00% | 200 | -154 | -43.5% | -$1.24万 | 减仓 |
| MC | MOELIS & CO CL A | $1.61万 | 0.00% | 282 | -2 | -0.7% | -$114 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $1.61万 | 0.00% | 54 | 8 | 17.4% | $2,378 | 加仓 |
| KR | KROGER CO COM | $1.60万 | 0.00% | 221 | -24 | -9.8% | -$1,737 | 重新持有 |
| RQI | COHEN & STEERS QUALITY INCOME COM | $1.60万 | 0.00% | 1,325 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP COM | $1.58万 | 0.00% | 518 | 49 | 10.4% | $1,497 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $1.58万 | 0.00% | 195 | -5,945 | -96.8% | -$48.12万 | 重新持有 |
| HMN | HORACE MANN EDUCATORS CORP NEW COM | $1.57万 | 0.00% | 369 | -1 | -0.3% | -$43 | 减仓 |
| NMRK | NEWMARK GROUP INC CL A | $1.57万 | 0.00% | 1,048 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $1.57万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1.54万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $1.53万 | 0.00% | 258 | 163 | 171.6% | $9,642 | 加仓 |
| GVA | GRANITE CONSTR INC COM | $1.52万 | 0.00% | 127 | -43 | -25.3% | -$5,155 | 减仓 |
| GRMN | GARMIN LTD SHS | $1.51万 | 0.00% | 65 | 22 | 51.2% | $5,121 | 加仓 |
| WAFD | WAFD INC COM | $1.51万 | 0.00% | 480 | 18 | 3.9% | $565 | 加仓 |
| WCC | WESCO INTL INC COM | $1.50万 | 0.00% | 55 | 22 | 66.7% | $6,020 | 加仓 |
| RBA | RB GLOBAL INC COM | $1.50万 | 0.00% | 157 | 101 | 180.4% | $9,681 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $1.50万 | 0.00% | 157 | 152 | 3,040.0% | $1.45万 | 加仓 |
| ULCC | FRONTIER GROUP HLDGS INC COM | $1.49万 | 0.00% | 4,230 | 642 | 17.9% | $2,266 | 加仓 |
| CNH | CNH INDL N V SHS | $1.49万 | 0.00% | 1,350 | 870 | 181.2% | $9,570 | 加仓 |
| FCN | FTI CONSULTING INC COM | $1.48万 | 0.00% | 84 | 16 | 23.5% | $2,828 | 加仓 |
| CPB | THE CAMPBELLS COMPANY COM | $1.47万 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP COM | $1.47万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $1.46万 | 0.00% | 315 | 267 | 556.2% | $1.24万 | 加仓 |
| BROS | DUTCH BROS INC CL A | $1.46万 | 0.00% | 288 | 250 | 657.9% | $1.27万 | 加仓 |
| VNT | VONTIER CORPORATION COM | $1.45万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $1.45万 | 0.00% | 1,161 | 1,161 | — | $1.45万 | 新建仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $1.45万 | 0.00% | 96 | 96 | — | $1.45万 | 新建仓 |
| PINS | PINTEREST INC CL A | $1.45万 | 0.00% | 791 | -571 | -41.9% | -$1.05万 | 减仓 |
| SSD | SIMPSON MFG INC COM | $1.44万 | 0.00% | 84 | 18 | 27.3% | $3,094 | 加仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $1.43万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC COM | $1.43万 | 0.00% | 122 | 48 | 64.9% | $5,627 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $1.43万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE SPONSORED ADS | $1.42万 | 0.00% | 160 | 50 | 45.5% | $4,444 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $1.42万 | 0.00% | 150 | 150 | — | $1.42万 | 新建仓 |
| STLA | STELLANTIS N.V SHS | $1.42万 | 0.00% | 2,004 | 308 | 18.2% | $2,184 | 加仓 |
| CNP | CENTERPOINT ENERGY INC COM | $1.42万 | 0.00% | 328 | -1 | -0.3% | -$43 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $1.41万 | 0.00% | 471 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC COM | $1.41万 | 0.00% | 264 | -2,029 | -88.5% | -$10.85万 | 减仓 |
| MOD | MODINE MFG CO COM | $1.41万 | 0.00% | 65 | -910 | -93.3% | -$19.72万 | 减仓 |
| TTC | TORO CO COM | $1.40万 | 0.00% | 150 | 18 | 13.6% | $1,683 | 加仓 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $1.39万 | 0.00% | 318 | 14 | 4.6% | $610 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP COM | $1.38万 | 0.00% | 50 | 11 | 28.2% | $3,045 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $1.38万 | 0.00% | 545 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC COM | $1.37万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD COM | $1.37万 | 0.00% | 42 | 3 | 7.7% | $981 | 加仓 |
| CMS | CMS ENERGY CORP COM | $1.37万 | 0.00% | 176 | 176 | — | $1.37万 | 新建仓 |
| RBC | RBC BEARINGS INC COM | $1.36万 | 0.00% | 25 | 5 | 25.0% | $2,716 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $1.36万 | 0.00% | 1,202 | 0 | 0.0% | — | 不变 |