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 |
|---|---|---|---|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $2.27亿 | 18.49% | 2,342,199 | -49,174 | -2.1% | -$476.82万 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $8,979.91万 | 7.31% | 2,310,836 | -22,952 | -1.0% | -$89.19万 | 减仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $7,132.15万 | 5.81% | 989,477 | 267,541 | 37.1% | $1,928.44万 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $5,345.04万 | 4.35% | 1,573,458 | 145,083 | 10.2% | $492.85万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $3,869.79万 | 3.15% | 515,285 | 6,452 | 1.3% | $48.45万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $3,289.52万 | 2.68% | 844,333 | -11,014 | -1.3% | -$42.91万 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $2,973.22万 | 2.42% | 332,836 | -1,200 | -0.4% | -$10.72万 | 减仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $2,701.59万 | 2.20% | 386,546 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $2,637.88万 | 2.15% | 544,342 | -2,485 | -0.5% | -$12.04万 | 减仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $2,038.47万 | 1.66% | 386,221 | -1,448 | -0.4% | -$7.64万 | 减仓 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $2,037.46万 | 1.66% | 562,679 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1,793.93万 | 1.46% | 252,204 | 5,168 | 2.1% | $36.76万 | 加仓 |
| AAPL | APPLE INC COM | $1,774.34万 | 1.44% | 69,914 | -5,123 | -6.8% | -$130.02万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $1,676.38万 | 1.36% | 40,226 | -22 | -0.1% | -$9,168 | 减仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $1,657.86万 | 1.35% | 219,148 | 1,972 | 0.9% | $14.92万 | 加仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $1,650.90万 | 1.34% | 418,585 | -5,096 | -1.2% | -$20.10万 | 减仓 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $1,576.00万 | 1.28% | 193,374 | -2,383 | -1.2% | -$19.42万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $1,461.63万 | 1.19% | 164,784 | -3,473 | -2.1% | -$30.81万 | 减仓 |
| RTX | RTX CORPORATION COM | $1,404.62万 | 1.14% | 72,816 | -3,588 | -4.7% | -$69.21万 | 减仓 |
| AGO | ASSURED GUARANTY LTD COM | $1,385.69万 | 1.13% | 170,065 | -126,681 | -42.7% | -$1,032.20万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,240.07万 | 1.01% | 71,105 | 807 | 1.1% | $14.07万 | 加仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $1,093.49万 | 0.89% | 462,365 | 109,578 | 31.1% | $259.15万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $978.72万 | 0.80% | 52,725 | -1,241 | -2.3% | -$23.04万 | 减仓 |
| AMZN | AMAZON COM INC COM | $942.56万 | 0.77% | 66,098 | -1,640 | -2.4% | -$23.39万 | 减仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $884.80万 | 0.72% | 79,583 | -1,301 | -1.6% | -$14.46万 | 减仓 |
| V | VISA INC COM CL A | $863.47万 | 0.70% | 28,569 | -1,775 | -5.8% | -$53.65万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $756.13万 | 0.62% | 17,777 | 240 | 1.4% | $10.21万 | 加仓 |
| VAW | VANGUARD MATERIALS ETF | $641.65万 | 0.52% | 28,475 | 44 | 0.2% | $9,915 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $630.86万 | 0.51% | 9,700 | 37 | 0.4% | $2.41万 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $621.49万 | 0.51% | 35,916 | 159 | 0.4% | $2.75万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $620.10万 | 0.50% | 17,966 | -335 | -1.8% | -$11.56万 | 减仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $586.48万 | 0.48% | 164,233 | -11,091 | -6.3% | -$39.61万 | 减仓 |
| — | EXXON MOBIL CORP COM | $578.09万 | 0.47% | 34,073 | -1,097 | -3.1% | -$18.61万 | 减仓 |
| NUE | NUCOR CORP COM | $560.24万 | 0.46% | 33,131 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $522.92万 | 0.43% | 19,325 | 520 | 2.8% | $14.07万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $507.77万 | 0.41% | 15,828 | 1,505 | 10.5% | $48.28万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $506.60万 | 0.41% | 24,903 | 659 | 2.7% | $13.41万 | 加仓 |
| META | META PLATFORMS INC CL A | $501.82万 | 0.41% | 35,315 | 1,542 | 4.6% | $21.91万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $486.13万 | 0.40% | 55,368 | -1,535 | -2.7% | -$13.48万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $484.79万 | 0.39% | 24,626 | 42 | 0.2% | $8,268 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $464.17万 | 0.38% | 7,768 | 1,424 | 22.4% | $85.09万 | 加仓 |
| CRM | SALESFORCE INC COM | $444.01万 | 0.36% | 23,786 | -1,107 | -4.4% | -$20.66万 | 减仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $439.42万 | 0.36% | 94,437 | 4,843 | 5.4% | $22.53万 | 加仓 |
| DSTL | DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | $429.03万 | 0.35% | 74,124 | 16,926 | 29.6% | $97.97万 | 加仓 |
| TJX | TJX COS INC NEW COM | $414.76万 | 0.34% | 25,971 | 14 | 0.1% | $2,236 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $413.76万 | 0.34% | 24,262 | 451 | 1.9% | $7.69万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $410.72万 | 0.33% | 36,867 | -3,198 | -8.0% | -$35.63万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $406.14万 | 0.33% | 25,823 | 999 | 4.0% | $15.71万 | 加仓 |
| STE | STERIS PLC SHS USD | $372.63万 | 0.30% | 16,851 | 34 | 0.2% | $7,518 | 加仓 |
| KO | COCA COLA CO COM | $369.86万 | 0.30% | 48,634 | -2,741 | -5.3% | -$20.85万 | 减仓 |
| AVGO | BROADCOM INC COM | $358.85万 | 0.29% | 11,594 | -6,958 | -37.5% | -$215.36万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $344.21万 | 0.28% | 17,403 | -279 | -1.6% | -$5.52万 | 减仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $341.58万 | 0.28% | 42,375 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $339.78万 | 0.28% | 127,832 | -2,132 | -1.6% | -$5.67万 | 减仓 |
| WMT | WALMART INC COM | $317.16万 | 0.26% | 25,520 | 1,488 | 6.2% | $18.49万 | 加仓 |
| MTB | M & T BK CORP COM | $314.79万 | 0.26% | 15,228 | -1 | -0.0% | -$207 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $310.78万 | 0.25% | 10,834 | -6,069 | -35.9% | -$174.09万 | 减仓 |
| BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETF | $309.71万 | 0.25% | 164,216 | 31,489 | 23.7% | $59.39万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $308.09万 | 0.25% | 54,714 | -1,916 | -3.4% | -$10.79万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $293.47万 | 0.24% | 12,006 | -2,065 | -14.7% | -$50.48万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $289.05万 | 0.24% | 6,779 | 4,755 | 234.9% | $202.75万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $282.36万 | 0.23% | 14,392 | 59 | 0.4% | $1.16万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $282.33万 | 0.23% | 39,815 | 95 | 0.2% | $6,736 | 加仓 |
| CAT | CATERPILLAR INC COM | $279.68万 | 0.23% | 3,948 | 35 | 0.9% | $2.48万 | 加仓 |
| ALL | ALLSTATE CORP COM | $275.06万 | 0.22% | 13,266 | -3,833 | -22.4% | -$79.47万 | 减仓 |
| LLY | ELI LILLY & CO COM | $274.87万 | 0.22% | 2,988 | 948 | 46.5% | $87.21万 | 加仓 |
| ABBV | ABBVIE INC COM | $258.34万 | 0.21% | 11,878 | -2,957 | -19.9% | -$64.31万 | 减仓 |
| ISCG | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | $248.79万 | 0.20% | 45,400 | -1,097 | -2.4% | -$6.01万 | 减仓 |
| TLTD | FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND | $248.47万 | 0.20% | 26,436 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $235.06万 | 0.19% | 4,905 | -2,447 | -33.3% | -$117.27万 | 减仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $234.18万 | 0.19% | 29,730 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $227.71万 | 0.19% | 50,467 | -1,261 | -2.4% | -$5.69万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $226.14万 | 0.18% | 12,465 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $224.62万 | 0.18% | 16,520 | -928 | -5.3% | -$12.62万 | 减仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $220.17万 | 0.18% | 23,596 | 196 | 0.8% | $1.83万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $217.60万 | 0.18% | 10,118 | -100 | -1.0% | -$2.15万 | 减仓 |
| GEV | GE VERNOVA INC COM | $215.80万 | 0.18% | 2,472 | -115 | -4.4% | -$10.04万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $205.67万 | 0.17% | 9,626 | 3,459 | 56.1% | $73.91万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $205.37万 | 0.17% | 9,926 | -2,360 | -19.2% | -$48.83万 | 减仓 |
| HD | HOME DEPOT INC COM | $204.09万 | 0.17% | 26,393 | -241 | -0.9% | -$1.86万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $200.36万 | 0.16% | 25,994 | -3,008 | -10.4% | -$23.19万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $199.78万 | 0.16% | 40,980 | 1,210 | 3.0% | $5.90万 | 加仓 |
| C | CITIGROUP INC COM NEW | $199.33万 | 0.16% | 17,576 | 701 | 4.2% | $7.95万 | 加仓 |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $199.06万 | 0.16% | 39,254 | 6,406 | 19.5% | $32.48万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $198.60万 | 0.16% | 25,755 | 4,912 | 23.6% | $37.88万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $195.47万 | 0.16% | 24,553 | -1,535 | -5.9% | -$12.22万 | 减仓 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $192.09万 | 0.16% | 22,656 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $191.67万 | 0.16% | 6,571 | 240 | 3.8% | $7.00万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $190.05万 | 0.15% | 19,032 | -142 | -0.7% | -$1.42万 | 减仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $185.34万 | 0.15% | 40,082 | -4,000 | -9.1% | -$18.50万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $182.16万 | 0.15% | 3,014 | -66 | -2.1% | -$3.99万 | 减仓 |
| MRK | MERCK & CO INC COM | $176.14万 | 0.14% | 14,643 | 1,401 | 10.6% | $16.85万 | 加仓 |
| MCD | MCDONALDS CORP COM | $167.98万 | 0.14% | 5,405 | -1,371 | -20.2% | -$42.61万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $166.98万 | 0.14% | 8,421 | -2,424 | -22.4% | -$48.07万 | 减仓 |
| TSLA | TESLA INC COM | $166.51万 | 0.14% | 4,479 | -218 | -4.6% | -$8.10万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $158.09万 | 0.13% | 41,778 | -950 | -2.2% | -$3.59万 | 减仓 |
| AVIV | AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | $156.45万 | 0.13% | 20,908 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC COM | $155.18万 | 0.13% | 122,574 | 3,588 | 3.0% | $4.54万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $154.90万 | 0.13% | 27,900 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $153.54万 | 0.12% | 11,616 | 1,305 | 12.7% | $17.25万 | 加仓 |