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 |
|---|---|---|---|---|---|---|---|---|
| DWAS | INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF | $2.55万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $2.54万 | 0.00% | 13 | 13 | — | $2.54万 | 新建仓 |
| PRGS | PROGRESS SOFTWARE CORP COM | $2.52万 | 0.00% | 751 | 682 | 988.4% | $2.29万 | 重新持有 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $2.52万 | 0.00% | 228 | 5 | 2.2% | $552 | 加仓 |
| MCK | MCKESSON CORP COM | $2.49万 | 0.00% | 33 | -118 | -78.1% | -$8.92万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $2.47万 | 0.00% | 65 | 12 | 22.6% | $4,564 | 加仓 |
| — | ELUTIA INC CL A COM | $2.47万 | 0.00% | 25,224 | 25,224 | — | $2.47万 | 新建仓 |
| AXON | AXON ENTERPRISE INC COM | $2.47万 | 0.00% | 44 | -1 | -2.2% | -$561 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $2.46万 | 0.00% | 2,678 | 8 | 0.3% | $73 | 加仓 |
| MCO | MOODYS CORP COM | $2.45万 | 0.00% | 54 | 15 | 38.5% | $6,794 | 加仓 |
| — | MERCER INTL INC COM | $2.44万 | 0.00% | 37,000 | 37,000 | — | $2.44万 | 新建仓 |
| EME | EMCOR GROUP INC COM | $2.44万 | 0.00% | 29 | -32 | -52.5% | -$2.69万 | 减仓 |
| CE | CELANESE CORP DEL COM | $2.43万 | 0.00% | 528 | -46 | -8.0% | -$2,116 | 减仓 |
| KT | KT CORP SPONSORED ADR | $2.42万 | 0.00% | 1,400 | 806 | 135.7% | $1.39万 | 加仓 |
| VMC | VULCAN MATLS CO COM | $2.42万 | 0.00% | 82 | 37 | 82.2% | $1.09万 | 加仓 |
| AZO | AUTOZONE INC COM | $2.41万 | 0.00% | 8 | -2 | -20.0% | -$6,020 | 减仓 |
| — | ISHARES GLOBAL TIMBER & FORESTRY ETF | $2.40万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP COM | $2.39万 | 0.00% | 208 | -180 | -46.4% | -$2.07万 | 减仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $2.38万 | 0.00% | 509 | -48 | -8.6% | -$2,249 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $2.38万 | 0.00% | 234 | -21 | -8.2% | -$2,139 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $2.36万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC COM | $2.32万 | 0.00% | 129 | 7 | 5.7% | $1,259 | 加仓 |
| HUM | HUMANA INC COM | $2.30万 | 0.00% | 58 | -42 | -42.0% | -$1.67万 | 减仓 |
| EQIX | EQUINIX INC COM | $2.29万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $2.29万 | 0.00% | 421 | 108 | 34.5% | $5,879 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $2.29万 | 0.00% | 167 | 151 | 943.8% | $2.07万 | 加仓 |
| NOV | NOV INC COM | $2.29万 | 0.00% | 1,232 | 1,232 | — | $2.29万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $2.28万 | 0.00% | 288 | 11 | 4.0% | $871 | 加仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $2.28万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $2.27万 | 0.00% | 1,644 | 1,644 | — | $2.27万 | 新建仓 |
| MC | MOELIS & CO CL A | $2.24万 | 0.00% | 343 | 61 | 21.6% | $3,991 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $2.22万 | 0.00% | 108 | 8 | 8.0% | $1,648 | 加仓 |
| CAR | AVIS BUDGET GROUP INC COM | $2.22万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC COM | $2.21万 | 0.00% | 412 | 126 | 44.1% | $6,774 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $2.18万 | 0.00% | 829 | 284 | 52.1% | $7,484 | 加仓 |
| SSD | SIMPSON MFG INC COM | $2.18万 | 0.00% | 104 | 20 | 23.8% | $4,195 | 加仓 |
| DVA | DAVITA INC COM | $2.18万 | 0.00% | 98 | 73 | 292.0% | $1.62万 | 加仓 |
| POST | POST HLDGS INC COM | $2.18万 | 0.00% | 247 | -36 | -12.7% | -$3,177 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $2.18万 | 0.00% | 11 | 3 | 37.5% | $5,946 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $2.15万 | 0.00% | 428 | 396 | 1,237.5% | $1.99万 | 加仓 |
| FLEX | FLEX LTD ORD | $2.14万 | 0.00% | 132 | 32 | 32.0% | $5,186 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $2.13万 | 0.00% | 464 | 8 | 1.8% | $367 | 加仓 |
| CTAS | CINTAS CORP COM | $2.13万 | 0.00% | 125 | 13 | 11.6% | $2,211 | 加仓 |
| KR | KROGER CO COM | $2.12万 | 0.00% | 382 | 161 | 72.9% | $8,940 | 加仓 |
| INGR | INGREDION INC COM | $2.11万 | 0.00% | 223 | -113 | -33.6% | -$1.07万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP COM | $2.10万 | 0.00% | 293 | 10 | 3.5% | $717 | 加仓 |
| PRI | PRIMERICA INC COM | $2.10万 | 0.00% | 74 | 24 | 48.0% | $6,801 | 加仓 |
| BROS | DUTCH BROS INC CL A | $2.10万 | 0.00% | 292 | 4 | 1.4% | $287 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $2.09万 | 0.00% | 77 | 37 | 92.5% | $1.01万 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $2.09万 | 0.00% | 175 | 11 | 6.7% | $1,312 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $2.08万 | 0.00% | 69 | -4 | -5.5% | -$1,204 | 减仓 |
| AA | ALCOA CORP COM | $2.07万 | 0.00% | 397 | -217 | -35.3% | -$1.13万 | 减仓 |
| ENSG | ENSIGN GROUP INC COM | $2.07万 | 0.00% | 129 | -3 | -2.3% | -$481 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $2.06万 | 0.00% | 191 | 79 | 70.5% | $8,515 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $2.05万 | 0.00% | 1,604 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC COM | $2.04万 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $2.04万 | 0.00% | 1,516 | 1,516 | — | $2.04万 | 新建仓 |
| WCC | WESCO INTL INC COM | $2.04万 | 0.00% | 59 | 4 | 7.3% | $1,382 | 加仓 |
| — | NATHANS FAMOUS INC COM | $2.03万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V SHS | $2.03万 | 0.00% | 3,539 | 1,535 | 76.6% | $8,811 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $2.02万 | 0.00% | 519 | 97 | 23.0% | $3,780 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $2.02万 | 0.00% | 1,461 | 259 | 21.5% | $3,575 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $2.02万 | 0.00% | 239 | 5 | 2.1% | $422 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $2.01万 | 0.00% | 175 | 25 | 16.7% | $2,875 | 加仓 |
| LDUR | PIMCO ENHANCED LOW DURATION ACTIVE ETF | $2.01万 | 0.00% | 210 | 210 | — | $2.01万 | 新建仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $2.01万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC COM | $2.01万 | 0.00% | 115 | 2 | 1.8% | $349 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $2.00万 | 0.00% | 198 | 6 | 3.1% | $605 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $1.98万 | 0.00% | 110 | -1 | -0.9% | -$180 | 减仓 |
| GNTX | GENTEX CORP COM | $1.97万 | 0.00% | 781 | 13 | 1.7% | $329 | 加仓 |
| TTC | TORO CO COM | $1.97万 | 0.00% | 202 | 52 | 34.7% | $5,073 | 加仓 |
| FROG | JFROG LTD ORD SHS | $1.94万 | 0.00% | 214 | 214 | — | $1.94万 | 新建仓 |
| GENI | GENIUS SPORTS LIMITED SHARES CL A | $1.94万 | 0.00% | 3,206 | 1,472 | 84.9% | $8,920 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $1.93万 | 0.00% | 195 | 19 | 10.8% | $1,881 | 加仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $1.92万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC COM | $1.92万 | 0.00% | 246 | 3 | 1.2% | $234 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $1.92万 | 0.00% | 265 | -7 | -2.6% | -$506 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $1.91万 | 0.00% | 2,038 | 48 | 2.4% | $451 | 加仓 |
| ENR | ENERGIZER HLDGS INC COM | $1.91万 | 0.00% | 892 | 265 | 42.3% | $5,682 | 加仓 |
| RBA | RB GLOBAL INC COM | $1.90万 | 0.00% | 163 | 6 | 3.8% | $699 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $1.90万 | 0.00% | 197 | -49 | -19.9% | -$4,721 | 减仓 |
| NWL | NEWELL BRANDS INC COM | $1.87万 | 0.00% | 3,050 | 3,000 | 6,000.0% | $1.84万 | 加仓 |
| WAFD | WAFD INC COM | $1.86万 | 0.00% | 485 | 5 | 1.0% | $192 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $1.85万 | 0.00% | 64 | 8 | 14.3% | $2,316 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $1.85万 | 0.00% | 191 | 13 | 7.3% | $1,259 | 加仓 |
| RAL | RALLIANT CORP COM | $1.85万 | 0.00% | 251 | 1 | 0.4% | $74 | 加仓 |
| ILMN | ILLUMINA INC COM | $1.85万 | 0.00% | 105 | 5 | 5.0% | $879 | 加仓 |
| BBT | BEACON FINANCIAL CORP. COM | $1.84万 | 0.00% | 605 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $1.84万 | 0.00% | 591 | 12 | 2.1% | $373 | 加仓 |
| TTD | THE TRADE DESK INC COM CL A | $1.84万 | 0.00% | 1,016 | 66 | 6.9% | $1,193 | 加仓 |
| CDL | VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF | $1.81万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD SHS | $1.80万 | 0.00% | 168 | 8 | 5.0% | $860 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $1.77万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC CL A | $1.77万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $1.77万 | 0.00% | 246 | 58 | 30.9% | $4,168 | 加仓 |
| XRAY | DENTSPLY SIRONA INC COM | $1.76万 | 0.00% | 1,662 | 22 | 1.3% | $233 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1.75万 | 0.00% | 389 | 47 | 13.7% | $2,120 | 加仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $1.75万 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| ULCC | FRONTIER GROUP HLDGS INC COM | $1.75万 | 0.00% | 2,212 | -2,018 | -47.7% | -$1.60万 | 减仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $1.75万 | 0.00% | 300 | -45 | -13.0% | -$2,622 | 减仓 |