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LRI Investments, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LRI Investments, LLC
报告期 2026-03-31 · CIK 0002023325
持仓数
1,415
前50大市值合计
$907.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 44
增持 104
减持 2
方向
标的
Δ市值
现股数(环比)
建仓
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$376.2M
2,822,565
增持
AAPL
APPLE INC COM
+$6.4M
58,635
+70%
增持
NVDA
NVIDIA CORPORATION COM
+$5.8M
68,592
+2238%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MSFT
MICROSOFT CORP COM
+$5.0M
27,323
+60%
减持
SHOP
SHOPIFY INC CL A
-$3.5M
1,201
-97%
增持
AVGO
BROADCOM INC COM
+$2.9M
2,088
+511%
增持
META
META PLATFORMS INC CL A
+$2.8M
6,743
+416%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$2.5M
2,417,500
+2%
增持
GOOG
ALPHABET INC CAP STK CL C
+$2.4M
15,879
+414%
增持
—
ASSURED GUARANTY LTD COM
-$2.1M
292,867
+4%
增持
AMZN
AMAZON COM INC COM
+$2.1M
67,341
+11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$2.0M
7,295
+221%
增持
LLY
ELI LILLY & CO COM
+$2.0M
2,250
+2063%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.9M
14,627
+209%
建仓
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$1.3M
23,000
增持
ADBE
ADOBE INC COM
+$1.2M
2,528
+572%
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$1.2M
21,170
建仓
GCOW
PACER GLOBAL CASH COWS DIVIDEND ETF
+$1.1M
33,582
增持
PANW
PALO ALTO NETWORKS INC COM
+$1.1M
3,450
+1745%
增持
PLD
PROLOGIS INC. COM
+$1.1M
11,099
+845%
增持
PG
PROCTER AND GAMBLE CO COM
+$1.1M
12,566
+106%
增持
MA
MASTERCARD INCORPORATED CL A
+$898.5K
2,243
+1087%
增持
—
EATON CORP PLC SHS
+$895.3K
3,065
+1360%
增持
NVO
NOVO-NORDISK A S ADR
+$893.3K
6,334
+7440%
建仓
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
+$880.2K
50,704
增持
GD
GENERAL DYNAMICS CORP COM
+$873.4K
4,018
+288%
增持
V
VISA INC COM CL A
+$852.5K
5,387
+168%
增持
HON
HONEYWELL INTL INC COM
+$851.4K
7,060
+121%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$851.4K
869
+2187%
增持
PEP
PEPSICO INC COM
+$788.4K
7,834
+172%
增持
JPM
JPMORGAN CHASE & CO. COM
+$746.7K
13,585
+36%
增持
NFLX
NETFLIX INC COM
+$735.9K
1,170
+1230%
增持
RTX
RTX CORPORATION COM
+$735.4K
72,811
+8%
建仓
DVYE
ISHARES EMERGING MARKETS DIVIDEND ETF
+$679.5K
25,000
建仓
MELI
MERCADOLIBRE INC COM
+$660.3K
402
增持
NOW
SERVICENOW INC COM
+$656.9K
946
+723%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$656.2K
1,628
+748%
增持
ALL
ALLSTATE CORP COM
+$638.3K
3,999
+399800%
增持
ABBV
ABBVIE INC COM
+$638.2K
9,252
+78%
增持
APD
AIR PRODS & CHEMS INC COM
+$629.1K
2,917
+471%
增持
AMGN
AMGEN INC COM
+$617.7K
2,463
+361%
增持
INTU
INTUIT COM
+$596.0K
1,005
+915%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$556.3K
9,587
+41%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$552.9K
1,309
+1669%
减持
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
-$536.1K
396,966
-0%
增持
HD
HOME DEPOT INC COM
+$529.9K
3,611
+94%
增持
KO
COCA COLA CO COM
+$519.7K
42,575
+19%
建仓
FICO
FAIR ISAAC CORP COM
+$513.7K
345
建仓
BE
BLOOM ENERGY CORP COM CL A
+$489.6K
40,000
增持
MCD
MCDONALDS CORP COM
+$480.5K
5,688
+65%
增持
—
ARISTA NETWORKS INC COM
+$455.7K
1,327
+4047%
增持
CRL
CHARLES RIV LABS INTL INC COM
+$453.7K
2,212
+18333%
增持
DHR
DANAHER CORPORATION COM
+$452.1K
2,490
+266%
建仓
PH
PARKER-HANNIFIN CORP COM
+$446.6K
883
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$443.4K
5,892
+3802%
增持
—
MEDTRONIC PLC SHS
+$442.6K
9,776
+161%
增持
ECL
ECOLAB INC COM
+$437.4K
1,968
+1369%
增持
—
BLACKROCK INC COM
+$419.6K
622
+640%
建仓
CRM
SALESFORCE INC COM
+$398.6K
1,550
增持
—
EXXON MOBIL CORP COM
+$387.8K
39,041
+11%
建仓
MLM
MARTIN MARIETTA MATLS INC COM
+$385.2K
711
增持
MDLZ
MONDELEZ INTL INC CL A
+$383.8K
7,934
+310%
建仓
FWONK
LIBERTY MEDIA CORP DEL COM LBTY ONE S C
+$371.2K
5,167
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$367.8K
58,736
+2%
增持
COST
COSTCO WHSL CORP NEW COM
+$367.5K
687
+132%
增持
NKE
NIKE INC CL B
+$351.3K
6,374
+364%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N C CL A
+$340.1K
221
+1005%
增持
GLD
SPDR GOLD SHARES
+$339.0K
1,615
+3938%
建仓
CACI
CACI INTL INC CL A
+$337.0K
784
增持
CTVA
CORTEVA INC COM
+$333.8K
8,499
+293%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$331.3K
2,413
+18462%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$329.1K
712
+6373%
建仓
SIMO
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR
+$322.9K
3,987
增持
QCOM
QUALCOMM INC COM
+$319.1K
1,823
+601%
增持
LPLA
LPL FINL HLDGS INC COM
+$318.7K
1,184
+2531%
增持
D
DOMINION ENERGY INC COM
+$318.4K
7,113
+1062%
增持
BKNG
BOOKING HOLDINGS INC COM
+$314.5K
81
+3950%
建仓
APG
API GROUP CORP COM STK
+$313.3K
8,326
增持
SNY
SANOFI SPONSORED ADR
+$308.2K
6,387
+18685%
建仓
ACLS
AXCELIS TECHNOLOGIES INC COM NEW
+$307.2K
2,160
建仓
SNPS
SYNOPSYS INC COM
+$305.7K
514
增持
—
FERRARI N V COM
+$303.9K
958
+379%
增持
TDY
TELEDYNE TECHNOLOGIES INC COM
+$303.5K
797
+6031%
增持
NEE
NEXTERA ENERGY INC COM
+$303.1K
6,884
+139%
增持
TER
TERADYNE INC COM
+$302.9K
2,499
+317%
增持
COF
CAPITAL ONE FINL CORP COM
+$301.7K
2,360
+1305%
增持
AIG
AMERICAN INTL GROUP INC COM NEW
+$300.5K
4,324
+1550%
增持
COP
CONOCOPHILLIPS COM
+$299.3K
3,122
+588%
建仓
LII
LENNOX INTL INC COM
+$298.6K
558
增持
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
+$298.5K
465,633
+4%
建仓
CLH
CLEAN HARBORS INC COM
+$297.4K
1,315
建仓
DXCM
DEXCOM INC COM
+$294.9K
2,601
增持
ORCL
ORACLE CORP COM
+$292.2K
5,822
+38%
增持
LEN
LENNAR CORP CL A
+$291.3K
2,819
+269%
建仓
TTD
THE TRADE DESK INC COM CL A
+$291.2K
2,981
建仓
JBL
JABIL INC COM
+$290.8K
2,673
增持
CBRE
CBRE GROUP INC CL A
+$289.3K
3,292
+7738%
增持
LMT
LOCKHEED MARTIN CORP COM
+$282.8K
2,669
+26%
增持
MRVL
MARVELL TECHNOLOGY INC COM
+$280.7K
6,591
+159%
建仓
AMP
AMERIPRISE FINL INC COM
+$276.1K
646
增持
DFGR
DIMENSIONAL GLOBAL REAL ESTATE ETF
+$275.7K
132,438
+11%
建仓
BSY
BENTLEY SYS INC COM CL B
+$273.2K
5,534
增持
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
+$272.4K
185,752
+9%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$268.8K
2,998
+4815%
建仓
LNTH
LANTHEUS HLDGS INC COM
+$267.7K
3,334
增持
VNQ
VANGUARD REAL ESTATE ETF
+$266.1K
142,083
+6%
增持
—
TOTALENERGIES SE SPONSORED ADS
+$264.3K
4,020
+7209%
建仓
CCK
CROWN HLDGS INC COM
+$263.0K
3,535
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$262.5K
1,923
+602%
增持
TSLA
TESLA INC COM
+$257.8K
1,809
+217%
增持
REGN
REGENERON PHARMACEUTICALS COM
+$257.6K
249
+6125%
增持
SBAC
SBA COMMUNICATIONS CORP NEW CL A
+$256.8K
1,393
+1709%
增持
ADSK
AUTODESK INC COM
+$253.9K
1,130
+1041%
建仓
EFX
EQUIFAX INC COM
+$252.0K
1,039
建仓
ACIW
ACI WORLDWIDE INC COM
+$246.2K
6,218
建仓
EMN
EASTMAN CHEM CO COM
+$244.9K
2,500
建仓
LW
LAMB WESTON HLDGS INC COM
+$244.1K
2,903
建仓
FORM
FORMFACTOR INC COM
+$241.9K
3,996
建仓
ANSS
ANSYS INC COM
+$237.3K
738
增持
UBER
UBER TECHNOLOGIES INC COM
+$233.8K
4,408
+292%
增持
USB
US BANCORP DEL COM NEW
+$233.7K
6,657
+872%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$233.1K
5,322
+880%
建仓
—
ALCON AG ORD SHS
+$230.9K
2,592
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$230.5K
601
增持
JNJ
JOHNSON & JOHNSON COM
+$229.0K
12,271
+24%
增持
CTRA
COTERRA ENERGY INC COM
+$228.6K
9,095
+1719%
增持
WSO
WATSCO INC COM
+$227.8K
507
+3069%
建仓
XYL
XYLEM INC COM
+$227.3K
1,676
建仓
FTDR
FRONTDOOR INC COM
+$227.3K
6,727
建仓
COO
COOPER COS INC COM
+$226.5K
2,595
建仓
NSP
INSPERITY INC COM
+$224.8K
2,465
增持
ENB
ENBRIDGE INC COM
+$222.3K
9,441
+201%
增持
FTV
FORTIVE CORP COM
+$222.2K
3,011
+27273%
建仓
HASI
HA SUSTAINABLE INFRA CAP INC COM
+$222.0K
7,500
增持
NU
NU HLDGS LTD ORD SHS CL A
+$221.2K
24,240
+217%
增持
SPY
SPDR S&P 500 ETF TRUST
+$220.7K
9,346
+0%
增持
WRB
BERKLEY W R CORP COM
+$217.7K
2,862
+3433%
增持
NDSN
NORDSON CORP COM
+$216.5K
980
+2413%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$215.8K
1,571
+793%
增持
NVS
NOVARTIS AG SPONSORED ADR
+$214.6K
2,168
+1190%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$214.5K
1,953
+113%
增持
VUG
VANGUARD GROWTH ETF
+$212.5K
3,319
+11%
增持
WFC
WELLS FARGO CO NEW COM
+$210.8K
8,122
+73%
建仓
IBKR
INTERACTIVE BROKERS GROUP INC COM CL A
+$209.5K
1,709
建仓
UHAL/B
U HAUL HOLDING COMPANY COM SER N
+$208.0K
3,466
建仓
THO
THOR INDS INC COM
+$207.7K
2,222
增持
VOO
VANGUARD S&P 500 ETF
+$207.2K
6,406
+3%
建仓
POOL
POOL CORP COM
+$205.8K
669
增持
SONY
SONY GROUP CORP SPONSORED ADR
+$204.9K
2,531
+2045%
增持
ROL
ROLLINS INC COM
+$203.1K
4,443
+1406%
