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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 21
增持 87
减持 36
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$63.1M
2,599,176
-8%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$10.2M
2,472,250
+2%
增持
AAPL
APPLE INC COM
+$5.1M
76,638
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。
+31%
增持
NUE
NUCOR CORP COM
+$4.8M
33,781
+4368%
增持
—
ASSURED GUARANTY LTD COM
+$4.2M
292,964
+0%
减持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$2.5M
338,645
-0%
增持
RTX
RTX CORPORATION COM
+$1.9M
77,543
+6%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$1.9M
32,440
+4362%
建仓
GBDC
GOLUB CAP BDC INC COM
+$1.8M
117,005
增持
AMZN
AMAZON COM INC COM
+$1.7M
90,351
+34%
减持
NVDA
NVIDIA CORPORATION COM
+$1.5M
68,210
-1%
增持
HD
HOME DEPOT INC COM
+$1.4M
26,763
+641%
增持
JPM
JPMORGAN CHASE & CO. COM
+$1.4M
40,114
+195%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC COM
+$1.3M
22,598
+299%
建仓
PAPI
PARAMETRIC EQUITY PREMIUM INCOME ETF
+$1.3M
48,100
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.2M
9,788
+56%
减持
VNQ
VANGUARD REAL ESTATE ETF
+$1.1M
139,052
-2%
增持
BAC
BANK AMERICA CORP COM
+$1.1M
37,015
+135%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$1.1M
10,983
+15%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$1.1M
7,647
+218%
增持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$977.5K
849,950
+4%
增持
SPY
SPDR S&P 500 ETF TRUST
+$967.9K
10,203
+9%
增持
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
+$935.3K
197,600
+6%
建仓
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$915.8K
25,332
减持
MTB
M & T BK CORP COM
+$902.9K
14,780
-1%
清仓
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
-$880.2K
0
-100%
增持
CAT
CATERPILLAR INC COM
+$870.4K
3,851
+106%
增持
ABBV
ABBVIE INC COM
+$783.7K
13,975
+51%
增持
TRV
TRAVELERS COMPANIES INC COM
+$773.8K
6,364
+51%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$769.5K
17,459
+639%
增持
MCD
MCDONALDS CORP COM
+$765.2K
7,418
+30%
增持
ADI
ANALOG DEVICES INC COM
+$756.5K
3,648
+4577%
增持
MRK
MERCK & CO INC COM
+$751.7K
13,036
+204%
建仓
VOX
VANGUARD COMMUNICATION SERVICES ETF
+$738.8K
4,800
增持
IWM
ISHARES RUSSELL 2000 ETF
+$736.7K
3,614
+623%
增持
LMT
LOCKHEED MARTIN CORP COM
+$736.2K
3,679
+38%
建仓
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
+$727.5K
18,797
增持
CSCO
CISCO SYS INC COM
+$711.1K
20,514
+104%
建仓
ACWI
ISHARES MSCI ACWI ETF
+$694.7K
5,801
增持
TXN
TEXAS INSTRS INC COM
+$684.5K
4,081
+408%
减持
CARR
CARRIER GLOBAL CORPORATION COM
+$680.4K
58,497
-0%
增持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
+$668.7K
11,391
+7494%
增持
GM
GENERAL MTRS CO COM
+$664.1K
14,134
+337%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$659.6K
43,728
+84%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$643.8K
4,270
+172%
增持
META
META PLATFORMS INC CL A
+$632.7K
33,531
+397%
建仓
BLK
BLACKROCK INC COM
+$624.9K
597
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$622.1K
22,382
+154%
建仓
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$574.5K
15,000
增持
DFGR
DIMENSIONAL GLOBAL REAL ESTATE ETF
+$573.1K
142,958
+8%
增持
BX
BLACKSTONE INC COM
+$572.4K
7,578
+17%
增持
ROK
ROCKWELL AUTOMATION INC COM
+$565.6K
2,020
+4198%
建仓
QQQJ
INVESCO NASDAQ NEXT GEN 100 ETF
+$562.7K
562,679
增持
LLY
ELI LILLY & CO COM
+$562.3K
3,306
+47%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$561.2K
10,863
+577%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$548.9K
7,518
+3%
增持
KO
COCA COLA CO COM
+$542.9K
52,004
+22%
减持
PANW
PALO ALTO NETWORKS INC COM
-$519.3K
1,649
-52%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$519.0K
2,416
+102%
清仓
BE
BLOOM ENERGY CORP COM CL A
-$489.6K
0
-100%
清仓
—
BLACKROCK INC COM
-$489.6K
0
-100%
增持
HON
HONEYWELL INTL INC COM
+$486.3K
8,644
+22%
建仓
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$474.9K
6,976
增持
DHR
DANAHER CORPORATION COM
+$465.8K
4,545
+83%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$456.0K
979
+322%
增持
NVO
NOVO-NORDISK A S ADR
+$452.8K
12,884
+103%
减持
WMT
WALMART INC COM
+$443.2K
26,495
-0%
增持
—
CHUBB LIMITED COM
+$440.6K
2,742
+102%
增持
UNP
UNION PAC CORP COM
+$418.7K
2,514
+228%
增持
IP
INTERNATIONAL PAPER CO COM
+$392.9K
7,234
+1552%
增持
NOW
SERVICENOW INC COM
+$392.5K
1,094
+16%
增持
IYF
ISHARES U.S. FINANCIALS ETF
+$391.6K
4,343
+284%
建仓
VCR
VANGUARD CONSUMER DISCRETIONARY ETF
+$387.6K
1,068
建仓
DSTL
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
+$371.8K
6,496
减持
FWONK
LIBERTY MEDIA CORP DEL COM LBTY ONE S C
-$359.8K
135
-97%
清仓
—
LAM RESEARCH CORP COM
-$356.1K
0
-100%
建仓
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$339.2K
9,752
减持
INTU
INTUIT COM
-$330.7K
470
-53%
增持
MSFT
MICROSOFT CORP COM
+$330.5K
55,675
+104%
增持
VOO
VANGUARD S&P 500 ETF
+$322.7K
6,465
+1%
减持
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
-$319.7K
390,651
-2%
增持
NFLX
NETFLIX INC COM
+$313.9K
1,318
+13%
清仓
APG
API GROUP CORP COM STK
-$313.3K
0
-100%
减持
CACI
CACI INTL INC CL A
-$310.7K
54
-93%
增持
MELI
MERCADOLIBRE INC COM
+$305.3K
515
+28%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$301.9K
17,208
+23%
增持
—
EXXON MOBIL CORP COM
+$300.3K
39,770
+2%
增持
C
CITIGROUP INC COM NEW
+$297.6K
9,040
+80%
减持
SIMO
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR
-$296.4K
490
-88%
建仓
VAW
VANGUARD MATERIALS ETF
+$291.1K
1,417
增持
AVGO
BROADCOM INC COM
+$291.1K
21,388
+924%
减持
CLH
CLEAN HARBORS INC COM
-$289.9K
30
-98%
减持
ACLS
AXCELIS TECHNOLOGIES INC COM NEW
-$280.5K
338
-84%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$274.3K
18,558
+1026%
减持
CRL
CHARLES RIV LABS INTL INC COM
-$270.2K
949
-57%
增持
PEP
PEPSICO INC COM
+$269.8K
9,457
+21%
增持
V
VISA INC COM CL A
+$266.0K
30,872
+473%
增持
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
+$266.0K
478,275
+3%
减持
JBL
JABIL INC COM
-$265.0K
200
-93%
减持
SBAC
SBA COMMUNICATIONS CORP NEW CL A
-$261.6K
54
-96%
增持
—
LINDE PLC SHS
+$259.9K
995
+128%
增持
PM
PHILIP MORRIS INTL INC COM
+$259.1K
6,990
+11%
增持
NVS
NOVARTIS AG SPONSORED ADR
+$258.7K
4,734
+118%
减持
ORCL
ORACLE CORP COM
+$255.0K
5,759
-1%
减持
SNY
SANOFI SPONSORED ADR
-$249.8K
1,256
-80%
清仓
LW
LAMB WESTON HLDGS INC COM
-$244.1K
0
-100%
建仓
IAT
ISHARES U.S. REGIONAL BANKS ETF
+$242.3K
4,450
增持
DXCM
DEXCOM INC COM
-$238.2K
8,454
+225%
增持
ALL
ALLSTATE CORP COM
+$232.6K
17,388
+335%
减持
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
-$231.3K
202,516
-2%
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$230.5K
3,951
+3036%
减持
MRVL
MARVELL TECHNOLOGY INC COM
-$230.3K
2,540
-61%
减持
CCK
CROWN HLDGS INC COM
-$222.5K
450
-87%
增持
XYL
XYLEM INC COM
+$219.8K
3,676
+119%
增持
KVUE
KENVUE INC COM
+$219.5K
19,232
+49%
增持
MA
MASTERCARD INCORPORATED CL A
+$213.7K
2,312
+3%
增持
LOW
LOWES COS INC COM
+$213.1K
2,309
+24%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$212.7K
4,416
+8%
建仓
NTRS
NORTHERN TR CORP COM
+$211.9K
2,000
增持
MMM
3M CO COM
+$207.1K
3,377
+44%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
+$205.7K
53,748
+0%
增持
T
AT&T INC COM
+$203.6K
30,486
+23%
减持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
-$202.9K
996,138
-0%
减持
CBRE
CBRE GROUP INC CL A
-$202.8K
686
-79%
增持
GLD
SPDR GOLD SHARES
+$201.4K
2,315
+43%
减持
—
TOTALENERGIES SE SPONSORED ADS
-$199.7K
1,130
-72%
减持
FICO
FAIR ISAAC CORP COM
+$197.7K
306
-11%
增持
CL
COLGATE PALMOLIVE CO COM
+$196.4K
5,437
+75%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$196.1K
1,068
+612%
减持
FORM
FORMFACTOR INC COM
-$194.9K
1,183
-70%
减持
NSP
INSPERITY INC COM
-$194.8K
398
-84%
增持
ELV
ELEVANCE HEALTH INC COM
-$194.3K
1,661
+3%
建仓
IHAK
ISHARES CYBERSECURITY & TECH ETF
+$194.1K
3,900
减持
FCX
FREEPORT-MCMORAN INC CL B
-$193.1K
1,515
-72%
减持
ADBE
ADOBE INC COM
-$192.4K
2,287
-10%
建仓
LRCX
LAM RESEARCH CORP COM NEW
+$191.7K
2,563
建仓
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$188.4K
4,910
减持
ADSK
AUTODESK INC COM
-$187.9K
299
-74%
增持
GEV
GE VERNOVA INC COM
+$185.4K
832
+66%
增持
—
SPOTIFY TECHNOLOGY S A SHS
+$183.3K
597
+84%
减持
KEY
KEYCORP COM
+$182.8K
37,429
-0%
增持
—
JOHNSON CTLS INTL PLC SHS
+$181.5K
4,455
+50%
建仓
THNQ
ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF
+$181.1K
3,735
建仓
IGPT
INVESCO AI AND NEXT GEN SOFTWARE ETF
+$180.6K
3,855
增持
CRM
SALESFORCE INC COM
+$180.5K
24,968
+1511%
增持
PCAR
PACCAR INC COM
+$178.9K
2,023
+287%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$177.8K
1,553
-5%
减持
DELL
DELL TECHNOLOGIES INC CL C
-$174.2K
1,179
-51%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$172.8K
5,245
+132%
减持
TER
TERADYNE INC COM
-$171.9K
1,866
-25%
