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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 59
减持 75
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$2.2M
2,483,760
+0%
增持
AAPL
APPLE INC COM
+$1.8M
76,914
+0%
减持
AVGO
BROADCOM INC COM
+$1.3M
21,295
-0%
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。
建仓
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
+$1.3M
25,000
减持
NVDA
NVIDIA CORPORATION COM
-$1.1M
66,020
-3%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$1.0M
2,405
-69%
减持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
-$935.2K
337,724
-0%
增持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$883.0K
895,035
+5%
减持
—
EXXON MOBIL CORP COM
-$734.4K
37,745
-5%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$727.6K
500
-86%
清仓
ACWI
ISHARES MSCI ACWI ETF
-$694.7K
0
-100%
增持
VNQ
VANGUARD REAL ESTATE ETF
-$608.3K
139,513
+0%
减持
SPY
SPDR S&P 500 ETF TRUST
-$601.3K
9,304
-9%
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$594.1K
5,375
建仓
JAVA
JPMORGAN ACTIVE VALUE ETF
+$569.7K
9,000
减持
CVS
CVS HEALTH CORP COM
-$569.3K
9,162
-49%
清仓
—
ARISTA NETWORKS INC COM
-$527.8K
0
-100%
减持
AMZN
AMAZON COM INC COM
+$504.1K
90,146
-0%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$474.6K
1,199
-50%
减持
—
ASSURED GUARANTY LTD COM
-$449.3K
292,952
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$448.0K
232
-76%
减持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
-$440.3K
993,253
-0%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$408.2K
678
-46%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$399.1K
11,308
+16%
增持
CARR
CARRIER GLOBAL CORPORATION COM
-$372.2K
58,794
+1%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$347.4K
4,390
+272%
增持
HASI
HA SUSTAINABLE INFRA CAP INC COM
+$330.1K
20,000
+167%
减持
AMGN
AMGEN INC COM
-$322.4K
1,431
-39%
减持
MSFT
MICROSOFT CORP COM
-$309.1K
55,317
-1%
清仓
EMN
EASTMAN CHEM CO COM
-$302.3K
0
-100%
减持
INTC
INTEL CORP COM
-$302.2K
14,998
-38%
减持
—
LINDE PLC SHS
-$290.9K
383
-62%
增持
ABBV
ABBVIE INC COM
+$288.2K
14,962
+7%
减持
KHC
KRAFT HEINZ CO COM
-$281.0K
9,148
-48%
减持
RTX
RTX CORPORATION COM
-$267.3K
77,377
-0%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$265.3K
5,000
增持
TSLA
TESLA INC COM
+$263.5K
1,670
+26%
减持
WPC
WP CAREY INC COM
-$258.0K
14,911
-24%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$255.3K
2,883
+73%
建仓
ETHA
ISHARES ETHEREUM TRUST ETF
+$252.9K
10,000
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$244.1K
397
-52%
增持
NVO
NOVO-NORDISK A S ADR
-$233.5K
13,060
+1%
建仓
RDDT
REDDIT INC CL A
+$227.0K
1,389
增持
GCOW
PACER GLOBAL CASH COWS DIVIDEND ETF
+$224.5K
44,082
+21%
减持
NVS
NOVARTIS AG SPONSORED ADR
-$223.4K
2,734
-42%
增持
PANW
PALO ALTO NETWORKS INC COM
-$222.7K
2,350
+43%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$216.1K
14,833
+37%
减持
LLY
ELI LILLY & CO COM
-$216.0K
3,087
-7%
增持
WMT
WALMART INC COM
+$215.3K
27,154
+2%
增持
GOOG
ALPHABET INC CAP STK CL C
+$213.6K
15,793
+0%
减持
PNW
PINNACLE WEST CAP CORP COM
-$213.2K
163
-93%
减持
NU
NU HLDGS LTD ORD SHS CL A
-$211.7K
16,200
-35%
减持
CSCO
CISCO SYS INC COM
-$198.3K
16,721
-18%
增持
NSP
INSPERITY INC COM
+$193.4K
2,883
+624%
增持
DFGR
DIMENSIONAL GLOBAL REAL ESTATE ETF
+$186.5K
159,330
+11%
减持
FICO
FAIR ISAAC CORP COM
-$183.7K
265
-13%
减持
RIO
RIO TINTO PLC SPONSORED ADR
-$182.8K
951
-76%
增持
—
TOTALENERGIES SE SPONSORED ADS
+$181.0K
4,574
+305%
增持
ACLS
AXCELIS TECHNOLOGIES INC COM NEW
+$180.6K
2,966
+778%
减持
PH
PARKER-HANNIFIN CORP COM
-$178.6K
691
-22%
减持
MLM
MARTIN MARIETTA MATLS INC COM
-$177.6K
480
-34%
减持
HWM
HOWMET AEROSPACE INC COM
-$173.7K
1,005
-60%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$173.5K
53,083
-0%
清仓
—
LUMINAR TECHNOLOGIES INC COM CL A
-$167.1K
0
-100%
减持
ORCL
ORACLE CORP COM
-$162.3K
5,490
-5%
减持
SHW
SHERWIN WILLIAMS CO COM
-$159.9K
972
-23%
减持
CRM
SALESFORCE INC COM
-$158.7K
24,480
-2%
清仓
AJG
GALLAGHER ARTHUR J & CO COM
-$153.2K
0
-100%
减持
TJX
TJX COS INC NEW COM
-$149.7K
25,925
-5%
减持
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
-$141.6K
202,350
-0%
减持
—
EATON CORP PLC SHS
-$139.6K
2,660
-6%
增持
SIMO
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR
+$137.5K
3,033
+519%
减持
ECL
ECOLAB INC COM
-$135.0K
1,531
-23%
增持
OLED
UNIVERSAL DISPLAY CORP COM
+$133.8K
964
+2142%
增持
UBER
UBER TECHNOLOGIES INC COM
+$131.1K
5,726
+91%
清仓
—
AVANGRID INC COM
-$129.7K
0
-100%
减持
MELI
MERCADOLIBRE INC COM
-$129.5K
492
-4%
增持
MRK
MERCK & CO INC COM
+$124.9K
14,145
+9%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$124.0K
10,951
-0%
减持
GD
GENERAL DYNAMICS CORP COM
-$122.7K
4,071
-0%
增持
KO
COCA COLA CO COM
+$122.1K
54,207
+4%
建仓
CAVA
CAVA GROUP INC COM
+$121.0K
1,073
减持
TTD
THE TRADE DESK INC COM CL A
-$119.1K
2,128
-27%
增持
SNOW
SNOWFLAKE INC CL A
+$118.7K
923
+402%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$118.7K
18,643
+0%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
-$117.5K
157
-37%
增持
DXCM
DEXCOM INC COM
+$115.3K
9,910
+17%
减持
CTAS
CINTAS CORP COM
-$114.3K
239
-67%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$113.1K
3,336
-36%
建仓
ALAB
ASTERA LABS INC COM
+$111.9K
845
增持
DDOG
DATADOG INC CL A COM
+$111.6K
852
+1006%
增持
APP
APPLOVIN CORP COM CL A
+$109.0K
434
+291%
增持
HD
HOME DEPOT INC COM
-$108.4K
26,764
+0%
减持
BAC
BANK AMERICA CORP COM
-$108.0K
36,199
-2%
增持
CNC
CENTENE CORP DEL COM
+$105.4K
1,813
+2317%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN DEL COM
+$105.1K
1,389
+204%
减持
REGN
REGENERON PHARMACEUTICALS COM
-$102.7K
48
-73%
增持
BAX
BAXTER INTL INC COM
+$102.6K
5,214
+234%
减持
CAT
CATERPILLAR INC COM
-$98.4K
3,841
-0%
减持
EL
LAUDER ESTEE COS INC CL A
-$97.2K
4,881
-24%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$96.6K
17,989
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$96.6K
455
+165%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$94.4K
24,236
+13%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$93.4K
4,623
+5%
减持
TXN
TEXAS INSTRS INC COM
-$89.5K
4,006
-2%
减持
V
VISA INC COM CL A
-$86.9K
30,465
-1%
减持
MCO
MOODYS CORP COM
-$86.4K
92
-66%
增持
SMG
SCOTTS MIRACLE-GRO CO CL A
+$81.7K
3,409
+76%
增持
DE
DEERE & CO COM
+$81.2K
2,442
+1%
增持
VCRB
VANGUARD CORE BOND ETF
+$77.5K
2,341
+79%
减持
BDX
BECTON DICKINSON & CO COM
-$73.7K
266
-55%
减持
KVUE
KENVUE INC COM
-$72.3K
17,881
-7%
减持
DHR
DANAHER CORPORATION COM
-$72.0K
4,426
-3%
增持
GPC
GENUINE PARTS CO COM
+$71.9K
722
+622%
减持
MCD
MCDONALDS CORP COM
-$69.5K
7,400
-0%
减持
ELV
ELEVANCE HEALTH INC COM
-$68.7K
1,646
-1%
增持
—
SPOTIFY TECHNOLOGY S A SHS
+$65.7K
784
+31%
建仓
ESGV
VANGUARD ESG U.S. STOCK ETF
+$65.1K
621
减持
CMCSA
COMCAST CORP NEW CL A
-$63.7K
10,288
-1%
增持
EEFT
EURONET WORLDWIDE INC COM
+$62.8K
1,536
+65%
增持
CRI
CARTERS INC COM
+$62.6K
1,410
+444%
增持
BX
BLACKSTONE INC COM
-$61.4K
7,608
+0%
减持
GEV
GE VERNOVA INC COM
-$59.7K
643
-23%
减持
PFE
PFIZER INC COM
-$58.9K
6,939
-26%
减持
O
REALTY INCOME CORP COM
-$58.7K
17,330
-1%
减持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
-$58.6K
53,310
-1%
减持
—
JOHNSON CTLS INTL PLC SHS
-$58.1K
4,070
-9%
减持
NFLX
NETFLIX INC COM
-$56.0K
1,175
-11%
减持
LPLA
LPL FINL HLDGS INC COM
-$52.7K
923
-18%
增持
TNET
TRINET GROUP INC COM
+$51.5K
662
+644%
减持
—
TRANE TECHNOLOGIES PLC SHS
-$51.2K
40,390
-0%
增持
HDB
HDFC BANK LTD SPONSORED ADS
+$50.5K
2,214
+51%
增持
AKAM
AKAMAI TECHNOLOGIES INC COM
+$50.5K
624
+500%
减持
TFC
TRUIST FINL CORP COM
-$50.2K
4,179
-17%
增持
DFSI
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF
+$50.2K
3,077
+102%
增持
MPC
MARATHON PETE CORP COM
+$49.2K
908
+85%
增持
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
+$49.2K
483,365
+1%
减持
FHB
FIRST HAWAIIAN INC COM
-$48.4K
6,101
-20%
增持
ABNB
AIRBNB INC COM CL A
+$48.4K
866
+78%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$47.5K
1,330
-4%
增持
OMC
OMNICOM GROUP INC COM
-$47.4K
2,993
+3%
减持
USB
US BANCORP DEL COM NEW
-$47.4K
7,466
-7%
减持
SNPS
SYNOPSYS INC COM
-$47.2K
336
-13%
建仓
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
+$46.6K
1,812
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$46.3K
7,655
+2%
增持
LNTH
LANTHEUS HLDGS INC COM
+$46.2K
3,107
+8%
增持
IQV
IQVIA HLDGS INC COM
+$46.2K
24,072
+1%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRANC COM
-$45.8K
961
-32%
增持
PSX
PHILLIPS 66 COM
+$45.8K
2,322
+38%
增持
JNJ
JOHNSON & JOHNSON COM
-$45.3K
12,753
+2%
