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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 3
增持 71
减持 69
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
-$34.9M
2,586,253
+10%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$18.2M
631,384
+55%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$6.5M
1,379,082
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。
+10%
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$5.9M
2,381,322
-1%
增持
AAPL
APPLE INC COM
+$4.6M
77,504
+5%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$3.7M
491,087
+5%
增持
—
BITWISE CRYPTO INDUSTRY INNOVATORS ETF
+$2.8M
127,602
+511%
增持
DFAR
DIMENSIONAL US REAL ESTATE ETF
+$2.7M
260,677
+76%
增持
DSTL
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
+$2.4M
50,100
+411%
减持
NVDA
NVIDIA CORPORATION COM
+$1.8M
69,700
-1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.7M
56,052
+5%
增持
WFC
WELLS FARGO CO NEW COM
+$1.6M
26,284
+243%
减持
RTX
RTX CORPORATION COM
+$1.5M
77,363
-1%
减持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$1.5M
334,596
-0%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$1.4M
371,527
+1%
减持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$1.4M
896,025
-1%
减持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$1.2M
547,891
-0%
减持
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
+$1.1M
436,602
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$1.1M
16,889
-1%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$1.1M
227,525
+0%
增持
C
CITIGROUP INC COM NEW
+$1.0M
17,536
+102%
减持
JAVA
JPMORGAN ACTIVE VALUE ETF
-$881.2K
7,500
-65%
减持
AVGO
BROADCOM INC COM
+$830.8K
18,380
-3%
减持
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
+$826.5K
199,662
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$821.6K
5,114
+526%
增持
ORCL
ORACLE CORP COM
+$796.9K
6,894
+32%
增持
MTB
M & T BK CORP COM
+$793.9K
15,250
+33%
增持
ABBV
ABBVIE INC COM
+$749.3K
15,315
+2%
减持
—
ASSURED GUARANTY LTD COM
-$745.4K
296,746
-0%
增持
MSFT
MICROSOFT CORP COM
+$710.5K
55,416
+0%
增持
DUSB
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
+$636.8K
24,268
+107%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$614.6K
10,845
-1%
增持
VDE
VANGUARD ENERGY ETF
+$590.8K
32,461
+11%
增持
VAW
VANGUARD MATERIALS ETF
+$590.3K
25,500
+7%
增持
TSLA
TESLA INC COM
+$578.2K
3,983
+6%
减持
PAPI
PARAMETRIC EQUITY PREMIUM INCOME ETF
-$577.6K
29,800
-44%
增持
CARR
CARRIER GLOBAL CORPORATION COM
-$551.8K
61,092
+6%
增持
SPY
SPDR S&P 500 ETF TRUST
+$536.2K
9,699
+1%
减持
GLW
CORNING INC COM
+$505.8K
17,279
-0%
减持
NVO
NOVO-NORDISK A S ADR
-$504.2K
5,390
-54%
增持
APP
APPLOVIN CORP COM CL A
+$496.0K
1,081
+35%
增持
JNJ
JOHNSON & JOHNSON COM
+$469.6K
14,165
+0%
增持
LLY
ELI LILLY & CO COM
+$448.1K
2,594
+32%
增持
BAC
BANK AMERICA CORP COM
+$422.1K
40,412
+15%
增持
CAT
CATERPILLAR INC COM
+$405.8K
3,967
+4%
减持
NFLX
NETFLIX INC COM
-$371.0K
703
-22%
减持
—
SPOTIFY TECHNOLOGY S A SHS
-$349.6K
299
-59%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$344.8K
14,164
+0%
减持
VNQ
VANGUARD REAL ESTATE ETF
+$323.5K
152,780
-0%
减持
PANW
PALO ALTO NETWORKS INC COM
-$312.6K
2,284
-40%
增持
HD
HOME DEPOT INC COM
+$303.3K
26,519
+1%
减持
KO
COCA COLA CO COM
-$297.7K
51,621
-2%
增持
VOO
VANGUARD S&P 500 ETF
+$293.3K
6,269
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$292.8K
3,384
-20%
增持
CVX
CHEVRON CORP NEW COM
+$257.4K
13,736
+5%
清仓
—
TPI COMPOSITES INC COM
-$254.9K
0
-100%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$253.7K
3,426
-30%
减持
V
VISA INC COM CL A
-$251.3K
30,495
-2%
增持
HOOD
ROBINHOOD MKTS INC COM CL A
+$240.0K
2,488
+100%
减持
JPM
JPMORGAN CHASE & CO. COM
+$233.3K
39,921
-2%
增持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$226.7K
3,866
+28%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$225.4K
26,924
+17%
减持
NOW
SERVICENOW INC COM
-$224.9K
1,065
-9%
增持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$224.8K
40,926
+0%
减持
ACWI
ISHARES MSCI ACWI ETF
-$214.4K
1,221
-59%
增持
OTIS
OTIS WORLDWIDE CORP COM
-$211.8K
29,230
+0%
增持
TD
TORONTO DOMINION BK ONT COM NEW
+$205.5K
23,665
+3%
增持
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
+$199.3K
14,000
+40%
减持
HON
HONEYWELL INTL INC COM
-$198.6K
7,856
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$190.4K
2,947
+6%
增持
NEM
NEWMONT CORP COM
+$187.0K
5,661
+14%
增持
SE
SEA LTD SPONSORD ADS
+$186.8K
2,496
+54%
增持
GE
GE AEROSPACE COM NEW
+$185.8K
2,357
+16%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$185.3K
940
+21%
清仓
ANSS
ANSYS INC COM
-$177.7K
0
-100%
减持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$174.5K
19,174
-1%
增持
GEV
GE VERNOVA INC COM
+$173.8K
1,613
+4%
增持
CI
THE CIGNA GROUP COM
-$173.4K
5,252
+3%
清仓
LNTH
LANTHEUS HLDGS INC COM
-$172.0K
0
-100%
减持
PM
PHILIP MORRIS INTL INC COM
-$165.0K
8,015
-0%
减持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
+$161.8K
52,598
-1%
减持
—
EXXON MOBIL CORP COM
+$157.9K
41,014
-1%
增持
AMZN
AMAZON COM INC COM
+$155.1K
67,195
+1%
减持
DE
DEERE & CO COM
-$151.5K
2,163
-4%
增持
MRK
MERCK & CO INC COM
+$148.2K
13,751
+8%
减持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
-$147.1K
6,140
-22%
减持
INTC
INTEL CORP COM
+$145.2K
16,074
-9%
增持
VTV
VANGUARD VALUE ETF
+$144.2K
14,506
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$142.4K
680
+47%
增持
RBLX
ROBLOX CORP CL A
+$139.3K
1,181
+411%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$135.3K
2,209
-3%
减持
DHR
DANAHER CORPORATION COM
-$133.6K
3,664
-16%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$133.2K
18,527
+1%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
+$133.1K
817
-0%
增持
DFAW
DIMENSIONAL WORLD EQUITY ETF
+$132.9K
2,240
+436%
增持
LOW
LOWES COS INC COM
+$131.4K
2,336
+14%
清仓
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$125.4K
0
-100%
减持
EEFT
EURONET WORLDWIDE INC COM
-$119.9K
414
-73%
清仓
—
GMS INC COM
-$119.2K
0
-100%
减持
—
MEDTRONIC PLC SHS
-$115.8K
9,032
-19%
减持
—
LINDE PLC SHS
-$115.4K
162
-60%
减持
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
+$113.0K
189,739
-4%
增持
VCRB
VANGUARD CORE BOND ETF
+$111.9K
4,014
+54%
增持
—
CRH PLC ORD
+$111.4K
2,207
+32%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$111.3K
10,118
-0%
减持
NUE
NUCOR CORP COM
+$110.9K
33,131
-2%
减持
OLED
UNIVERSAL DISPLAY CORP COM
-$107.3K
214
-76%
减持
GM
GENERAL MTRS CO COM
+$107.1K
12,417
-6%
增持
ANET
ARISTA NETWORKS INC COM SHS
+$105.7K
2,431
+0%
清仓
—
SKECHERS U S A INC CL A
-$105.6K
0
-100%
减持
WM
WASTE MGMT INC DEL COM
-$105.6K
1,670
-19%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$105.5K
369
-34%
建仓
CDRE
CADRE HLDGS INC COM
+$104.3K
2,858
减持
CHH
CHOICE HOTELS INTL INC COM
-$101.2K
57
-93%
增持
PLD
PROLOGIS INC. COM
+$100.7K
10,311
+0%
清仓
IOT
SAMSARA INC COM CL A
-$100.5K
0
-100%
减持
BAX
BAXTER INTL INC COM
-$100.4K
2,028
-58%
建仓
CMA
COMERICA INC COM
+$99.4K
1,450
减持
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
+$97.5K
26,853
-0%
减持
MCK
MCKESSON CORP COM
-$95.5K
99
-58%
增持
INSM
INSMED INC COM PAR $.01
+$95.5K
1,070
+84%
增持
TXN
TEXAS INSTRS INC COM
-$93.8K
4,041
+0%
减持
AME
AMETEK INC COM
-$91.9K
11
-98%
减持
—
ALCON AG ORD SHS
-$90.7K
2,756
-18%
减持
WELL
WELLTOWER INC COM
+$88.9K
4,524
-3%
增持
MO
ALTRIA GROUP INC COM
+$88.9K
9,534
+3%
减持
—
ROYAL CARIBBEAN GROUP COM
-$88.0K
244
-54%
增持
TRV
TRAVELERS COMPANIES INC COM
+$86.2K
6,261
+1%
减持
ABT
ABBOTT LABS COM
-$85.4K
3,319
-15%
增持
ALL
ALLSTATE CORP COM
+$85.2K
17,190
+1%
增持
AIZ
ASSURANT INC COM
+$84.2K
1,092
+42%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$83.8K
345
-57%
减持
TDG
TRANSDIGM GROUP INC COM
-$83.8K
24
-68%
减持
OMC
OMNICOM GROUP INC COM
-$83.5K
987
-57%
增持
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
+$83.2K
19,320
+1%
增持
META
META PLATFORMS INC CL A
+$82.0K
33,923
+0%
减持
DOW
DOW INC COM
-$81.1K
1,844
-60%
增持
ELV
ELEVANCE HEALTH INC FORMERLY A COM
-$80.5K
1,686
+5%
减持
LMT
LOCKHEED MARTIN CORP COM
+$78.9K
3,080
-2%
建仓
PKG
PACKAGING CORP AMER COM
+$78.9K
362
增持
NEE
NEXTERA ENERGY INC COM
+$78.3K
10,344
+2%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$78.1K
18,301
-0%
减持
PEP
PEPSICO INC COM
+$77.4K
9,387
-0%
增持
ACLS
AXCELIS TECHNOLOGIES INC COM NEW
+$77.3K
2,637
+2%
增持
MMI
MARCUS & MILLICHAP INC COM
+$76.6K
3,484
+316%
减持
INTU
INTUIT COM
-$75.9K
448
-8%
减持
ADBE
ADOBE INC COM
-$75.7K
1,902
-1%
减持
MMM
3M CO COM
-$75.5K
2,963
-16%
减持
LPLA
LPL FINL HLDGS INC COM
-$74.6K
449
-25%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$74.3K
7,533
-1%
