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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 22
增持 57
减持 66
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
-$110.9M
2,382,041
-8%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$24.8M
440,358
+1254%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$20.9M
530,110
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。
+2268%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$13.4M
363,521
+1332%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$12.9M
224,275
+3115%
增持
AVUS
AVANTIS U.S. EQUITY ETF
+$7.6M
83,858
+5384%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$6.6M
125,771
+631%
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$6.4M
2,410,102
-3%
减持
AMZN
AMAZON COM INC COM
-$6.3M
67,817
-25%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$4.1M
1,100,527
+11%
增持
VAW
VANGUARD MATERIALS ETF
+$3.9M
22,129
+1462%
增持
VDE
VANGUARD ENERGY ETF
+$3.4M
26,770
+5957%
增持
ARTY
ISHARES FUTURE AI & TECH ETF
+$2.8M
94,115
+2253%
减持
AAPL
APPLE INC COM
-$2.5M
75,437
-2%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$2.4M
42,375
+645%
减持
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
+$2.1M
389,546
-0%
增持
VTV
VANGUARD VALUE ETF
+$2.1M
14,491
+465%
建仓
TLTD
FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND
+$2.0M
26,436
减持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$1.8M
893,680
-0%
建仓
IYW
ISHARES U.S. TECHNOLOGY ETF
+$1.8M
12,465
建仓
ACWI
ISHARES MSCI ACWI ETF
+$1.7M
14,957
减持
MSFT
MICROSOFT CORP COM
-$1.7M
54,351
-2%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$1.7M
155,934
+12%
增持
NVDA
NVIDIA CORPORATION COM
-$1.6M
66,583
+1%
减持
AVGO
BROADCOM INC COM
-$1.6M
20,226
-5%
建仓
SIGI
SELECTIVE INS GROUP INC COM
+$1.4M
15,712
减持
RTX
RTX CORPORATION COM
+$1.3M
77,311
-0%
建仓
DFAR
DIMENSIONAL US REAL ESTATE ETF
+$1.3M
54,073
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$1.2M
19,331
+1072%
建仓
AVIV
AVANTIS INTERNATIONAL LARGE CAP VALUE ETF
+$1.2M
20,908
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$1.1M
18,254
+1562%
建仓
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
+$1.1M
19,192
建仓
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$1.1M
28,657
建仓
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$1.0M
17,186
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$941.6K
7,370
+206%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$939.1K
17,206
+1104%
建仓
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
+$729.1K
6,307
增持
—
EXXON MOBIL CORP COM
+$711.5K
40,122
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$690.0K
7,811
+2%
减持
MTB
M & T BK CORP COM
-$682.6K
11,727
-21%
增持
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$650.3K
23,090
+370%
减持
LLY
ELI LILLY & CO COM
-$624.8K
2,129
-31%
建仓
SUSA
ISHARES MSCI USA ESG SELECT ETF
+$623.7K
5,430
减持
—
ASSURED GUARANTY LTD COM
-$605.6K
292,429
-0%
增持
JAVA
JPMORGAN ACTIVE VALUE ETF
+$596.3K
18,350
+104%
建仓
DUSB
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
+$595.3K
11,735
减持
GOOG
ALPHABET INC CAP STK CL C
-$585.0K
15,507
-2%
增持
CVS
CVS HEALTH CORP COM
+$547.5K
14,151
+54%
清仓
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
-$537.8K
0
-100%
清仓
HASI
HA SUSTAINABLE INFRA CAP INC COM
-$536.6K
0
-100%
减持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$525.2K
337,618
-0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$522.6K
13,825
+22%
增持
JNJ
JOHNSON & JOHNSON COM
+$520.6K
14,260
+12%
增持
VB
VANGUARD SMALL-CAP ETF
+$507.1K
3,143
+298%
增持
V
VISA INC COM CL A
+$472.8K
31,327
+3%
减持
ABBV
ABBVIE INC COM
+$467.1K
14,919
-0%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$466.2K
10,594
+3420%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$463.9K
53,330
+0%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$447.0K
2,571
+114%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$436.2K
10,948
-0%
减持
KO
COCA COLA CO COM
+$434.3K
53,187
-2%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$429.9K
6,364
+231%
减持
FICO
FAIR ISAAC CORP COM
-$427.3K
54
-80%
减持
PG
PROCTER AND GAMBLE CO COM
-$413.4K
9,383
-22%
增持
PM
PHILIP MORRIS INTL INC COM
+$402.2K
7,834
+12%
减持
ANET
ARISTA NETWORKS INC COM SHS
-$383.0K
2,724
-49%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$379.0K
20,179
+36%
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$376.3K
4,507
+626%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$375.9K
57,371
-2%
减持
NOW
SERVICENOW INC COM
-$362.2K
1,001
-9%
减持
LMT
LOCKHEED MARTIN CORP COM
-$351.6K
3,215
-13%
增持
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
+$351.1K
26,672
+42%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$346.3K
2,290
+358%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC COM
-$336.5K
16,473
-27%
减持
HON
HONEYWELL INTL INC COM
-$331.0K
7,934
-11%
减持
BX
BLACKSTONE INC COM
-$324.3K
7,065
-7%
减持
HD
HOME DEPOT INC COM
-$314.2K
26,307
-2%
减持
ISCG
ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF
-$307.4K
46,497
-4%
减持
OTIS
OTIS WORLDWIDE CORP COM
+$305.7K
29,129
-0%
减持
—
EATON CORP PLC SHS
-$300.1K
2,143
-19%
减持
VOO
VANGUARD S&P 500 ETF
-$282.3K
6,229
-4%
减持
MRK
MERCK & CO INC COM
-$274.3K
12,621
-11%
增持
MELI
MERCADOLIBRE INC COM
+$270.1K
567
+15%
建仓
CGW
INVESCO S&P GLOBAL WATER INDEX ETF
+$269.3K
4,835
增持
PHO
INVESCO WATER RESOURCES ETF
+$265.9K
5,276
+366%
减持
ADBE
ADOBE INC COM
-$259.1K
1,976
-14%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$250.3K
1,922
-33%
增持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$237.8K
7,140
+72%
增持
PANW
PALO ALTO NETWORKS INC COM
+$236.9K
3,894
+66%
建仓
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
+$233.1K
9,326
减持
CI
THE CIGNA GROUP COM
+$231.1K
5,104
-3%
清仓
RDDT
REDDIT INC CL A
-$227.0K
0
-100%
增持
FANG
DIAMONDBACK ENERGY INC COM
+$224.9K
18,923
+8%
建仓
AJG
GALLAGHER ARTHUR J & CO COM
+$224.8K
651
减持
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
-$222.9K
199,943
-5%
增持
T
AT&T INC COM
+$222.2K
32,643
+6%
建仓
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$212.7K
2,647
清仓
—
ASPEN TECHNOLOGY INC COM
-$207.4K
0
-100%
减持
LII
LENNOX INTL INC COM
-$206.0K
217
-60%
减持
DFGR
DIMENSIONAL GLOBAL REAL ESTATE ETF
-$205.3K
147,143
-8%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$194.8K
732
+84%
增持
UBER
UBER TECHNOLOGIES INC COM
+$193.8K
7,400
+29%
增持
APD
AIR PRODS & CHEMS INC COM
+$193.3K
3,027
+26%
减持
TTD
THE TRADE DESK INC COM CL A
-$192.1K
1,061
-50%
增持
JPM
JPMORGAN CHASE & CO. COM
+$191.2K
40,503
+1%
减持
ACLS
AXCELIS TECHNOLOGIES INC COM NEW
-$190.8K
330
-89%
减持
WMT
WALMART INC COM
-$187.1K
25,815
-5%
减持
TER
TERADYNE INC COM
-$185.4K
600
-68%
增持
NVO
NOVO-NORDISK A S ADR
-$182.7K
13,548
+4%
减持
ORCL
ORACLE CORP COM
-$177.6K
5,273
-4%
减持
DHI
D R HORTON INC COM
-$174.7K
114
-92%
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$173.9K
3,826
+302%
建仓
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$172.8K
3,383
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$172.5K
1,299
-15%
增持
DTD
WISDOMTREE U.S. TOTAL DIVIDEND FUND
+$166.6K
2,451
+745%
减持
LEN
LENNAR CORP CL A
-$163.1K
2,111
-29%
建仓
IAU
ISHARES GOLD TRUST
+$159.3K
2,701
减持
BAC
BANK AMERICA CORP COM
-$158.9K
34,318
-5%
减持
USB
US BANCORP DEL COM NEW
-$157.2K
4,735
-37%
减持
PH
PARKER-HANNIFIN CORP COM
-$155.0K
468
-32%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$154.5K
1,418
-13%
减持
FTDR
FRONTDOOR INC COM
-$152.4K
4,003
-29%
减持
TD
TORONTO DOMINION BK ONT COM NEW
+$152.2K
22,961
-0%
建仓
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$150.2K
1,493
减持
AMP
AMERIPRISE FINL INC COM
-$147.7K
479
-33%
建仓
BGRN
ISHARES TRUST ISHARES USD GREEN BOND ETF
+$146.8K
3,099
减持
SIMO
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR
-$146.2K
350
-88%
减持
IBKR
INTERACTIVE BROKERS GROUP INC COM CL A
-$146.2K
874
-47%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$145.3K
25,516
+3%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$144.6K
4,183
-8%
减持
CLX
CLOROX CO DEL COM
-$144.3K
951
-46%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$143.9K
2,185
+28%
减持
DHR
DANAHER CORPORATION COM
-$143.1K
4,258
-4%
减持
CTVA
CORTEVA INC COM
-$139.9K
5,949
-34%
增持
META
META PLATFORMS INC CL A
+$139.0K
33,829
+1%
建仓
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$138.4K
1,733
减持
SMG
SCOTTS MIRACLE-GRO CO CL A
-$134.4K
1,673
-51%
减持
DELL
DELL TECHNOLOGIES INC CL C
-$132.9K
4,093
-7%
增持
DSTL
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
+$131.2K
9,004
+38%
增持
WPC
WP CAREY INC COM
+$129.1K
14,918
+0%
增持
—
CYBERARK SOFTWARE LTD SHS
+$128.4K
439
+632%
建仓
—
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF
+$128.2K
5,517
减持
DXCM
DEXCOM INC COM
-$127.8K
8,331
-16%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
-$127.0K
377
-38%
减持
BSY
BENTLEY SYS INC COM CL B
-$124.9K
3,399
-39%
减持
—
DESPEGAR COM CORP ORD SHS
-$124.3K
132
-98%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$123.2K
6,403
+9%
增持
—
SPOTIFY TECHNOLOGY S A SHS
+$122.2K
860
+10%
清仓
DDOG
DATADOG INC CL A COM
-$121.7K
0
-100%
减持
TRV
TRAVELERS COMPANIES INC COM
+$120.9K
6,254
-2%
