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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 51
减持 76
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
-$27.5M
2,391,373
-8%
建仓
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
+$16.4M
217,176
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$7.7M
721,936
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%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$3.5M
1,428,375
+4%
清仓
—
BITWISE CRYPTO INDUSTRY INNOVATORS ETF
-$3.2M
0
-100%
建仓
BITQ
BITWISE CRYPTO INDUSTRY INNOVATORS ETF
+$2.6M
132,727
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$2.4M
508,833
+4%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$2.2M
387,669
+4%
增持
DFAR
DIMENSIONAL US REAL ESTATE ETF
+$1.9M
352,787
+35%
减持
MSFT
MICROSOFT CORP COM
-$1.7M
53,966
-3%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$1.6M
247,036
+9%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.5M
56,903
+2%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.2M
16,903
+0%
减持
WBS
WEBSTER FINL CORP COM
-$1.2M
3,033
-87%
减持
RTX
RTX CORPORATION COM
+$1.1M
76,404
-1%
减持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$991.4K
546,827
-0%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$921.9K
168,257
+10%
减持
ORCL
ORACLE CORP COM
-$892.7K
5,367
-22%
减持
MELI
MERCADOLIBRE INC COM
-$814.5K
276
-53%
增持
GEV
GE VERNOVA INC COM
+$698.9K
2,587
+60%
清仓
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
-$690.3K
0
-100%
增持
VAW
VANGUARD MATERIALS ETF
+$676.9K
28,431
+11%
减持
AAPL
APPLE INC COM
+$664.7K
75,037
-3%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$654.9K
56,630
-7%
增持
AMZN
AMAZON COM INC COM
+$645.6K
67,738
+1%
减持
META
META PLATFORMS INC CL A
-$643.7K
33,773
-0%
增持
ACWI
ISHARES MSCI ACWI ETF
+$614.4K
5,535
+353%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$599.7K
6,167
+80%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$574.9K
18,125
+263%
增持
VST
VISTRA CORP COM
+$552.5K
3,972
+781%
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$547.1K
2,333,788
-2%
减持
T
AT&T INC COM
-$524.2K
15,720
-51%
减持
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
+$517.6K
423,681
-3%
清仓
JAVA
JPMORGAN ACTIVE VALUE ETF
-$517.2K
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
-$512.4K
0
-100%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD COM
+$484.5K
32,303
增持
DSTL
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
+$465.2K
57,198
+14%
减持
DELL
DELL TECHNOLOGIES INC CL C
-$450.2K
1,808
-62%
增持
NOW
SERVICENOW INC COM
-$449.3K
3,466
+225%
增持
DUSB
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
+$431.5K
32,848
+35%
增持
VDE
VANGUARD ENERGY ETF
+$417.0K
35,757
+10%
减持
SE
SEA LTD SPONSORD ADS
-$398.2K
376
-85%
减持
—
EXXON MOBIL CORP COM
-$392.0K
35,170
-14%
清仓
—
KELLANOVA COM
-$388.4K
0
-100%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$380.0K
2,024
+64%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$374.8K
2,239
+12%
减持
DFGR
DIMENSIONAL GLOBAL REAL ESTATE ETF
-$365.0K
129,964
-7%
增持
AVGO
BROADCOM INC COM
+$357.1K
18,552
+1%
减持
CAT
CATERPILLAR INC COM
+$348.5K
3,913
-1%
增持
HD
HOME DEPOT INC COM
-$343.5K
26,634
+0%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$343.1K
13,321
-34%
增持
TSLA
TESLA INC COM
+$341.1K
4,697
+18%
减持
ANET
ARISTA NETWORKS INC COM SHS
-$329.3K
190
-92%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$319.4K
7,046
+38%
清仓
ETHA
ISHARES ETHEREUM TRUST ETF
-$315.1K
0
-100%
减持
TD
TORONTO DOMINION BK ONT COM NEW
+$312.3K
23,400
-1%
清仓
—
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF
-$306.7K
0
-100%
减持
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
-$302.5K
17,640
-27%
减持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$302.0K
334,036
-0%
减持
JNJ
JOHNSON & JOHNSON COM
+$285.5K
14,071
-1%
增持
APP
APPLOVIN CORP COM CL A
+$281.5K
1,571
+45%
增持
NFLX
NETFLIX INC. COM
+$266.8K
11,833
+1583%
增持
ARTY
ISHARES FUTURE AI & TECH ETF
+$264.6K
89,594
+1%
减持
CVX
CHEVRON CORP NEW COM
-$260.6K
12,286
-11%
减持
UBER
UBER TECHNOLOGIES INC COM
-$258.3K
9,144
-11%
减持
—
EATON CORP PLC SHS
-$257.9K
1,606
-22%
减持
APD
AIR PRODS & CHEMS INC COM
-$248.0K
2,422
-22%
减持
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
-$244.6K
175,324
-8%
减持
MRK
MERCK & CO INC COM
+$239.7K
13,242
-4%
减持
WFC
WELLS FARGO & CO COM
+$228.3K
26,088
-1%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$227.0K
22,891
-15%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$217.5K
3,424
+16%
减持
LLY
ELI LILLY & CO COM
+$213.6K
2,040
-21%
减持
PM
PHILIP MORRIS INTL INC COM
-$202.2K
6,845
-15%
减持
GM
GENERAL MTRS CO COM
+$197.8K
11,742
-5%
建仓
—
TOTALENERGIES SE ACT
+$194.3K
2,978
减持
—
FERRARI N V COM
-$192.8K
314
-51%
减持
C
CITIGROUP INC COM NEW
+$189.2K
16,875
-4%
清仓
—
TOTALENERGIES SE SPONSORED ADS
-$177.8K
0
-100%
增持
NET
CLOUDFLARE INC CL A COM
+$175.7K
1,375
+209%
减持
NEE
NEXTERA ENERGY INC COM
-$170.8K
7,599
-27%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$170.1K
4,837
-25%
减持
KO
COCA COLA CO COM
+$168.1K
51,375
-0%
减持
WMT
WALMART INC COM
+$166.8K
24,032
-1%
减持
BX
BLACKSTONE INC COM
-$165.7K
5,554
-7%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
-$165.2K
2,649
-30%
增持
JPM
JPMORGAN CHASE & CO. COM
+$161.4K
40,065
+0%
建仓
IOO
ISHARES GLOBAL 100 ETF
+$160.0K
1,263
减持
ABBV
ABBVIE INC COM
-$156.4K
14,835
-3%
增持
ELV
ELEVANCE HEALTH INC FORMERLY A COM
+$155.8K
1,999
+19%
减持
INTU
INTUIT COM
-$155.6K
227
-49%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$153.8K
14,323
+1%
减持
DASH
DOORDASH INC CL A
-$152.9K
237
-69%
增持
B
BARRICK MNG CORP COM SHS
+$152.5K
4,579
+220%
减持
RBLX
ROBLOX CORP CL A
-$150.7K
159
-87%
增持
AMAT
APPLIED MATLS INC COM
+$147.5K
1,099
+67%
增持
BGRN
ISHARES TRUST ISHARES USD GREEN BOND ETF
+$141.5K
6,076
+95%
增持
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
+$139.7K
28,687
+7%
增持
VOO
VANGUARD S&P 500 ETF
+$139.6K
6,344
+1%
减持
OTIS
OTIS WORLDWIDE CORP COM
-$139.2K
29,002
-1%
减持
VB
VANGUARD SMALL-CAP ETF
-$136.8K
2,566
-18%
减持
NVO
NOVO-NORDISK A S ADR
-$136.6K
3,194
-41%
减持
MO
ALTRIA GROUP INC COM
-$134.9K
8,583
-10%
减持
CSCO
CISCO SYS INC COM
+$133.6K
15,727
-0%
建仓
LNTH
LANTHEUS HLDGS INC COM
+$131.9K
1,982
减持
PAPI
PARAMETRIC EQUITY PREMIUM INCOME ETF
-$131.7K
25,000
-16%
清仓
UHAL/B
U HAUL HOLDING COMPANY COM SER N
-$131.2K
0
-100%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$130.9K
2,105
+68%
减持
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$128.8K
24,824
-3%
减持
SPY
STATE STR SPDR S&P 500 ETF TR TR UNIT
+$128.5K
9,663
-0%
建仓
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$126.2K
1,899
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$122.9K
4,313
+77%
减持
—
MAKEMYTRIP LIMITED MAURITIUS SHS
-$122.0K
1,719
-39%
减持
IP
INTERNATIONAL PAPER CO COM
-$121.5K
5,180
-26%
增持
SKWD
SKYWARD SPECIALTY INS GROUP IN COM
+$119.9K
3,308
+220%
增持
NU
NU HLDGS LTD ORD SHS CL A
+$119.8K
33,209
+22%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$118.9K
2,206
-19%
减持
DEO
DIAGEO PLC SPON ADR NEW
-$117.6K
3,592
-20%
增持
CRM
SALESFORCE INC COM
+$116.9K
24,893
+1%
建仓
PAYC
PAYCOM SOFTWARE INC COM
+$115.1K
722
减持
PG
PROCTER & GAMBLE CO COM
-$114.8K
9,248
-1%
减持
MPC
MARATHON PETE CORP COM
-$113.1K
1,077
-28%
减持
MDLZ
MONDELEZ INTL INC CL A
-$112.9K
7,321
-10%
增持
LSTR
LANDSTAR SYS INC COM
+$111.8K
912
+481%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$110.4K
811
-14%
增持
GLW
CORNING INC COM
+$110.4K
17,448
+1%
减持
FISV
FISERV INC COM
-$107.7K
19,689
-4%
增持
HON
HONEYWELL INTL INC COM
-$106.0K
7,933
+1%
增持
NVDA
NVIDIA CORPORATION COM
+$106.0K
70,298
+1%
减持
CL
COLGATE PALMOLIVE CO COM
-$104.3K
4,390
-22%
增持
—
ASML HLDG NV N Y REGISTRY SHS
+$103.9K
837
+2%
减持
DHR
DANAHER CORPORATION COM
+$103.3K
3,625
-1%
减持
BAC
BANK AMERICA CORP COM
+$102.5K
39,770
-2%
清仓
MMI
MARCUS & MILLICHAP INC COM
-$102.3K
0
-100%
减持
CI
THE CIGNA GROUP COM
-$100.9K
5,134
-2%
清仓
CMA
COMERICA INC COM
-$99.4K
0
-100%
减持
—
CRH PLC ORD
-$99.0K
1,327
-40%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$98.5K
243
-91%
清仓
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$95.9K
0
-100%
减持
ZTS
ZOETIS INC CL A
-$92.4K
130
-83%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$92.1K
2,065
-7%
减持
LH
LABCORP HOLDINGS INC COM SHS
-$91.9K
11
-97%
增持
NEM
NEWMONT CORP COM
+$91.5K
5,697
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$91.5K
7,352
-2%
建仓
KDP
KEURIG DR PEPPER INC COM
+$90.0K
3,213
建仓
TBIL
US TREASURY 3 MONTH BILL ETF
+$89.8K
1,801
减持
O
REALTY INCOME CORP COM
-$89.7K
16,147
-2%
减持
PHO
INVESCO WATER RESOURCES ETF
-$88.8K
4,170
-21%
增持
TRV
TRAVELERS COMPANIES INC COM
+$88.2K
6,331
+1%
建仓
Q
QNITY ELECTRONICS INC COMMON STOCK
+$87.2K
1,068
