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 |
|---|---|---|---|---|---|---|---|---|
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $1.35万 | 0.00% | 148 | -37 | -20.0% | -$3,386 | 减仓 |
| AME | AMETEK INC COM | $1.35万 | 0.00% | 63 | 52 | 472.7% | $1.11万 | 加仓 |
| FLO | FLOWERS FOODS INC COM | $1.35万 | 0.00% | 1,653 | 112 | 7.3% | $913 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $1.34万 | 0.00% | 219 | 219 | — | $1.34万 | 新建仓 |
| DXYZ | DESTINY TECH100 INC COM SHS | $1.34万 | 0.00% | 500 | 500 | — | $1.34万 | 新建仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $1.33万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC COM NEW | $1.33万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD COM | $1.32万 | 0.00% | 65 | 65 | — | $1.32万 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORP COM | $1.31万 | 0.00% | 140 | 30 | 27.3% | $2,805 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.30万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC COM | $1.30万 | 0.00% | 239 | 205 | 602.9% | $1.11万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $1.29万 | 0.00% | 291 | 291 | — | $1.29万 | 新建仓 |
| DBAW | XTRACKERS MSCI ALL WORLD EX US HEDGED EQUITY ETF | $1.28万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP COM | $1.28万 | 0.00% | 74 | 50 | 208.3% | $8,634 | 加仓 |
| KT | KT CORP SPONSORED ADR | $1.27万 | 0.00% | 594 | 594 | — | $1.27万 | 新建仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $1.27万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $1.27万 | 0.00% | 307 | 126 | 69.6% | $5,200 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION COM | $1.26万 | 0.00% | 198 | 52 | 35.6% | $3,307 | 加仓 |
| — | SEABRIDGE GOLD INC COM | $1.25万 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC COM | $1.25万 | 0.00% | 224 | 118 | 111.3% | $6,567 | 加仓 |
| PRI | PRIMERICA INC COM | $1.24万 | 0.00% | 50 | 10 | 25.0% | $2,487 | 加仓 |
| AVTR | AVANTOR INC COM | $1.24万 | 0.00% | 1,585 | 1,365 | 620.5% | $1.07万 | 加仓 |
| GEF | GREIF INC CL A | $1.24万 | 0.00% | 185 | 21 | 12.8% | $1,408 | 加仓 |
| CAVA | CAVA GROUP INC COM | $1.24万 | 0.00% | 153 | 28 | 22.4% | $2,265 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $1.24万 | 0.00% | 16 | 12 | 300.0% | $9,272 | 加仓 |
| ILMN | ILLUMINA INC COM | $1.23万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $1.23万 | 0.00% | 45 | -23 | -33.8% | -$6,263 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $1.22万 | 0.00% | 62 | 51 | 463.6% | $1.01万 | 加仓 |
| BAP | CREDICORP LTD COM | $1.22万 | 0.00% | 36 | -1 | -2.7% | -$339 | 减仓 |
| KKR | KKR & CO INC COM | $1.21万 | 0.00% | 131 | 131 | — | $1.21万 | 新建仓 |
| UTI | UNIVERSAL TECHNICAL INST INC COM | $1.21万 | 0.00% | 335 | 60 | 21.8% | $2,166 | 加仓 |
| BOKF | BOK FINL CORP COM NEW | $1.20万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC COM CL A | $1.20万 | 0.00% | 86 | 49 | 132.4% | $6,846 | 加仓 |
| KGS | KODIAK GAS SVCS INC COM | $1.20万 | 0.00% | 206 | 61 | 42.1% | $3,558 | 加仓 |
| KAI | KADANT INC COM | $1.20万 | 0.00% | 41 | 7 | 20.6% | $2,046 | 加仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $1.20万 | 0.00% | 120 | 120 | — | $1.20万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $1.19万 | 0.00% | 162 | 162 | — | $1.19万 | 新建仓 |
| PRF | INVESCO RAFI US 1000 ETF | $1.19万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC COM | $1.19万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC COM | $1.19万 | 0.00% | 56 | 40 | 250.0% | $8,476 | 加仓 |
| RKT | ROCKET COS INC COM CL A | $1.18万 | 0.00% | 830 | 173 | 26.3% | $2,465 | 加仓 |
| — | AIR LEASE CORP CL A | $1.18万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC COM | $1.18万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $1.18万 | 0.00% | 53 | 17 | 47.2% | $3,775 | 加仓 |
| FIGS | FIGS INC CL A | $1.17万 | 0.00% | 791 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $1.17万 | 0.00% | 120 | 114 | 1,900.0% | $1.11万 | 加仓 |
| PRGO | PERRIGO CO PLC SHS | $1.17万 | 0.00% | 1,087 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP COM | $1.17万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC COM | $1.17万 | 0.00% | 72 | 56 | 350.0% | $9,077 | 加仓 |
| EOI | EATON VANCE ENHANCED EQUITY COM | $1.16万 | 0.00% | 618 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD COM | $1.16万 | 0.00% | 154 | 74 | 92.5% | $5,569 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $1.15万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $1.15万 | 0.00% | 531 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $1.15万 | 0.00% | 135 | -62 | -31.5% | -$5,271 | 减仓 |
| STAG | STAG INDUSTRIAL INC COM | $1.14万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP COM | $1.14万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $1.14万 | 0.00% | 608 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC COM | $1.13万 | 0.00% | 238 | 67 | 39.2% | $3,177 | 加仓 |
| BALL | BALL CORP COM | $1.12万 | 0.00% | 189 | 19 | 11.2% | $1,123 | 加仓 |
| IX | ORIX CORP SPONSORED ADR | $1.12万 | 0.00% | 372 | 372 | — | $1.12万 | 新建仓 |
| FIX | COMFORT SYS USA INC COM | $1.10万 | 0.00% | 8 | 8 | — | $1.10万 | 新建仓 |
| KNF | KNIFE RIVER CORP COMMON STOCK | $1.10万 | 0.00% | 135 | 40 | 42.1% | $3,266 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $1.10万 | 0.00% | 362 | 362 | — | $1.10万 | 新建仓 |
| — | SEALED AIR CORP NEW COM | $1.09万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC COM | $1.09万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $1.08万 | 0.00% | 69 | 69 | — | $1.08万 | 新建仓 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $1.08万 | 0.00% | 378 | -73 | -16.2% | -$2,093 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $1.08万 | 0.00% | 256 | 256 | — | $1.08万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC COM | $1.07万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP COM NEW | $1.07万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $1.07万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC COM | $1.06万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY COM | $1.06万 | 0.00% | 339 | 339 | — | $1.06万 | 新建仓 |
| CRBG | COREBRIDGE FINL INC COM | $1.05万 | 0.00% | 441 | -625 | -58.6% | -$1.49万 | 减仓 |
| CMC | COMMERCIAL METALS CO COM | $1.05万 | 0.00% | 171 | 171 | — | $1.05万 | 新建仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $1.04万 | 0.00% | 39 | 28 | 254.5% | $7,471 | 加仓 |
| RAL | RALLIANT CORP COM | $1.04万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP COM | $1.04万 | 0.00% | 39 | -409 | -91.3% | -$10.88万 | 减仓 |
| ENR | ENERGIZER HLDGS INC COM | $1.03万 | 0.00% | 627 | 33 | 5.6% | $542 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $1.03万 | 0.00% | 1,146 | 782 | 214.8% | $7,022 | 加仓 |
| RDN | RADIAN GROUP INC COM | $1.01万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | $1.01万 | 0.00% | 161 | 36 | 28.8% | $2,259 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $1.01万 | 0.00% | 112 | 86 | 330.8% | $7,749 | 加仓 |
| BIO | BIO RAD LABS INC CL A | $1.00万 | 0.00% | 36 | 22 | 157.1% | $6,133 | 加仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $1.00万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES COM | $9,999 | 0.00% | 868 | -16 | -1.8% | -$184 | 减仓 |
| LINE | LINEAGE INC COM | $9,992 | 0.00% | 305 | 174 | 132.8% | $5,700 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC COM NEW | $9,983 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP COM | $9,906 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A | $9,894 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC COM | $9,745 | 0.00% | 242 | 242 | — | $9,745 | 新建仓 |
| HRL | HORMEL FOODS CORP COM | $9,624 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $9,616 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| HOPE | HOPE BANCORP INC COM | $9,606 | 0.00% | 860 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO COM | $9,504 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC COM | $9,487 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC COM | $9,480 | 0.00% | 500 | 500 | — | $9,480 | 新建仓 |
| HEI/A | HEICO CORP NEW CL A | $9,478 | 0.00% | 45 | -11 | -19.6% | -$2,317 | 减仓 |
| GFF | GRIFFON CORP COM | $9,449 | 0.00% | 130 | 24 | 22.6% | $1,744 | 加仓 |
| SNA | SNAP ON INC COM | $9,444 | 0.00% | 26 | 0 | 0.0% | — | 不变 |