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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 6
增持 81
减持 59
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$57.4M
2,347,722
-1%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$19.6M
407,930
+224%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$8.0M
1,252,551
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。
+14%
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$6.4M
2,397,655
-1%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$4.7M
467,099
+6%
增持
NVDA
NVIDIA CORPORATION COM
+$4.0M
70,692
+6%
增持
MSFT
MICROSOFT CORP COM
+$3.8M
55,188
+2%
增持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$3.3M
902,412
+1%
增持
DFAR
DIMENSIONAL US REAL ESTATE ETF
+$2.2M
148,232
+174%
减持
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
+$1.9M
386,546
-1%
减持
AVGO
BROADCOM INC COM
+$1.8M
18,984
-6%
减持
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
+$1.7M
200,354
-1%
减持
AAPL
APPLE INC COM
-$1.6M
73,664
-2%
减持
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
+$1.5M
439,644
-1%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$1.4M
367,859
+1%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$1.4M
549,843
+4%
减持
ACWI
ISHARES MSCI ACWI ETF
-$1.4M
2,979
-80%
增持
RTX
RTX CORPORATION COM
+$1.2M
78,064
+1%
减持
META
META PLATFORMS INC CL A
+$1.1M
33,775
-0%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$1.1M
227,424
+1%
减持
AMZN
AMAZON COM INC COM
+$1.1M
66,526
-2%
增持
ARTY
ISHARES FUTURE AI & TECH ETF
+$1.0M
97,797
+4%
增持
JPM
JPMORGAN CHASE & CO. COM
+$812.0K
40,608
+0%
减持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$777.1K
335,693
-1%
减持
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
-$772.0K
10,000
-60%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWERS ETF
+$739.9K
22,000
清仓
DVYE
ISHARES EMERGING MARKETS DIVIDEND ETF
-$682.3K
0
-100%
增持
GEV
GE VERNOVA INC COM
+$638.3K
1,546
+162%
增持
GOOG
ALPHABET INC CAP STK CL C
+$596.6K
17,020
+10%
建仓
GSLC
TR ACTIVEBETA US LARGE CAP EQUITY ETF
+$589.1K
4,853
减持
UNH
UNITEDHEALTH GROUP INC COM
-$573.7K
18,294
-2%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$561.7K
57,372
+0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$503.7K
14,159
+2%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$474.6K
153,196
-2%
减持
SPY
SPDR S&P 500 ETF TRUST
+$461.7K
9,589
-2%
增持
VAW
VANGUARD MATERIALS ETF
+$455.4K
23,783
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$447.0K
7,643
-2%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$437.6K
6,879
+297%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$435.6K
4,897
-34%
建仓
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
+$433.4K
10,928
减持
D
DOMINION ENERGY INC COM
-$428.2K
613
-93%
增持
MELI
MERCADOLIBRE INC COM
+$424.4K
586
+3%
增持
COF
CAPITAL ONE FINL CORP COM
+$423.5K
3,866
+74%
增持
UBER
UBER TECHNOLOGIES INC COM
+$417.7K
10,255
+39%
增持
TSLA
TESLA INC COM
+$415.1K
3,756
+25%
建仓
—
BITWISE CRYPTO INDUSTRY INNOVATORS ETF
+$412.1K
20,900
增持
NOW
SERVICENOW INC COM
+$408.0K
1,172
+17%
减持
AVUS
AVANTIS U.S. EQUITY ETF
+$407.9K
80,884
-4%
减持
ORCL
ORACLE CORP COM
+$404.8K
5,223
-1%
减持
CVX
CHEVRON CORP NEW COM
-$355.3K
13,099
-2%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$346.0K
1,583
+12%
增持
VOO
VANGUARD S&P 500 ETF
+$344.5K
6,242
+0%
增持
ABBV
ABBVIE INC COM
-$329.1K
15,067
+1%
增持
WMT
WALMART INC COM
+$318.6K
26,435
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$313.5K
2,793
+45%
增持
IVV
ISHARES CORE S&P 500 ETF
+$306.5K
564
+623%
增持
—
EXXON MOBIL CORP COM
-$305.2K
41,433
+3%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$298.9K
53,221
-0%
增持
SNOW
SNOWFLAKE INC COM SHS
+$286.2K
1,402
+646%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$282.2K
1,522
-41%
增持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$281.1K
40,882
+1%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$264.1K
1,610
+31%
增持
IAU
ISHARES GOLD TRUST
+$249.1K
6,548
+142%
增持
NU
NU HLDGS LTD ORD SHS CL A
+$241.2K
27,619
+105%
清仓
—
DISCOVER FINL SVCS COM
-$240.9K
0
-100%
减持
FANG
DIAMONDBACK ENERGY INC COM
-$237.4K
17,544
-7%
增持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$234.7K
3,016
+155%
增持
DXCM
DEXCOM INC COM
+$233.5K
10,890
+31%
增持
JAVA
JPMORGAN ACTIVE VALUE ETF
+$232.5K
21,350
+16%
增持
BAC
BANK AMERICA CORP COM
+$230.7K
35,139
+2%
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$228.4K
27,900
+12%
减持
LLY
ELI LILLY & CO COM
-$227.1K
1,964
-8%
增持
PM
PHILIP MORRIS INTL INC COM
+$221.6K
8,044
+3%
增持
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$221.2K
24,290
+5%
减持
CAT
CATERPILLAR INC COM
+$220.5K
3,831
-0%
增持
NEE
NEXTERA ENERGY INC COM
+$214.6K
10,121
+47%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$213.1K
4,781
+17%
减持
NFLX
NETFLIX INC COM
+$212.4K
906
-16%
减持
JNJ
JOHNSON & JOHNSON COM
-$208.1K
14,120
-1%
减持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
+$206.6K
53,001
-0%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$200.0K
18,318
+4%
增持
SIMO
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR
+$193.8K
2,814
+704%
增持
APP
APPLOVIN CORP COM CL A
+$188.7K
802
+131%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$186.9K
20,843
+3%
减持
NSP
INSPERITY INC COM
-$183.0K
259
-88%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$181.3K
3,497
-38%
增持
—
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF
+$179.0K
13,209
+139%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$178.1K
2,942
+28%
增持
SMH
VANECK SEMICONDUCTOR ETF
+$172.5K
846
+182%
增持
HON
HONEYWELL INTL INC COM
+$172.2K
7,954
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$167.0K
849
+13%
增持
PEP
PEPSICO INC COM
-$165.5K
9,398
+0%
增持
ACLS
AXCELIS TECHNOLOGIES INC COM NEW
+$163.8K
2,585
+683%
增持
SCHW
SCHWAB CHARLES CORP COM
+$159.1K
3,708
+62%
减持
MCD
MCDONALDS CORP COM
-$157.2K
6,994
-1%
减持
SIGI
SELECTIVE INS GROUP INC COM
-$147.1K
14,901
-5%
增持
SE
SEA LTD SPONSORD ADS
+$145.6K
1,621
+86%
减持
KVUE
KENVUE INC COM
-$145.2K
12,648
-26%
增持
HUBB
HUBBELL INC COM
+$144.3K
381
+1021%
减持
NVO
NOVO-NORDISK A S ADR
-$137.5K
11,638
-14%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$137.4K
4,232
-5%
增持
WFC
WELLS FARGO CO NEW COM
+$133.1K
7,656
+14%
减持
FISV
FISERV INC COM
-$129.9K
20,272
-2%
减持
ADI
ANALOG DEVICES INC COM
+$128.3K
3,630
-0%
建仓
ULS
UL SOLUTIONS INC CLASS A COM SHS
+$127.7K
1,752
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$127.2K
11,004
+1%
增持
MRK
MERCK & CO INC COM
-$126.9K
12,708
+1%
减持
—
CYBERARK SOFTWARE LTD SHS
-$124.0K
60
-86%
减持
MTB
M & T BK CORP COM
+$123.6K
11,443
-2%
减持
MFC
MANULIFE FINL CORP COM
-$123.6K
2,343
-63%
增持
C
CITIGROUP INC COM NEW
+$122.8K
8,660
+0%
增持
BKNG
BOOKING HOLDINGS INC COM
+$120.7K
100
+1%
减持
PLD
PROLOGIS INC. COM
-$117.6K
10,275
-4%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$114.6K
821
+0%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$114.5K
3,773
+2303%
增持
TXN
TEXAS INSTRS INC COM
+$114.3K
4,028
+0%
减持
UNP
UNION PAC CORP COM
-$113.8K
2,514
-14%
减持
PANW
PALO ALTO NETWORKS INC COM
+$113.2K
3,800
-2%
清仓
—
HESS CORP COM
-$112.0K
0
-100%
减持
SBUX
STARBUCKS CORP COM
-$109.0K
779
-58%
减持
XYL
XYLEM INC COM
-$107.3K
2,000
-35%
增持
DIS
DISNEY WALT CO COM
+$106.7K
3,329
+7%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$106.0K
10,124
-0%
减持
PG
PROCTER AND GAMBLE CO COM
-$105.7K
9,373
-0%
减持
GE
GE AEROSPACE COM NEW
+$105.6K
2,033
-3%
增持
TOST
TOAST INC CL A
+$105.0K
3,311
+164%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$104.6K
562
-23%
增持
FORM
FORMFACTOR INC COM
+$102.7K
3,186
+1206%
增持
—
ASSURED GUARANTY LTD COM
+$102.0K
296,957
+2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$101.4K
484
+49%
减持
MMI
MARCUS & MILLICHAP INC COM
-$101.3K
837
-77%
减持
ELV
ELEVANCE HEALTH INC COM
-$100.7K
1,607
-4%
建仓
IOT
SAMSARA INC COM CL A
+$100.5K
2,527
增持
ABNB
AIRBNB INC COM CL A
+$99.6K
1,172
+152%
减持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$98.4K
17,675
-3%
减持
GLW
CORNING INC COM
+$97.7K
17,334
-3%
减持
CRM
SALESFORCE INC COM
-$96.5K
24,413
-2%
减持
TRGP
TARGA RES CORP COM
-$93.5K
200
-69%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$92.7K
17,436
+1%
增持
HOOD
ROBINHOOD MKTS INC COM CL A
+$92.2K
1,241
+115%
增持
DTE
DTE ENERGY CO COM
+$89.9K
835
+457%
增持
CAH
CARDINAL HEALTH INC COM
+$89.7K
1,230
+45%
减持
KO
COCA COLA CO COM
-$88.0K
52,597
-1%
增持
MPC
MARATHON PETE CORP COM
+$86.5K
1,605
+30%
清仓
CRL
CHARLES RIV LABS INTL INC COM
-$86.1K
0
-100%
减持
—
SPOTIFY TECHNOLOGY S A SHS
+$85.6K
728
-15%
减持
V
VISA INC COM CL A
-$85.5K
31,011
-1%
增持
IBKR
INTERACTIVE BROKERS GROUP INC COM CL A
+$85.4K
4,153
+375%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$83.6K
24,213
+1%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$83.0K
23,077
+7%
