小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 8
增持 57
减持 76
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
-$117.2M
2,342,199
-2%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$18.2M
989,477
+37%
减持
—
ASSURED GUARANTY LTD COM
-$12.8M
170,065
-43%
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。
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$6.7M
1,573,458
+10%
减持
MSFT
MICROSOFT CORP COM
-$3.6M
52,725
-2%
增持
DFAR
DIMENSIONAL US REAL ESTATE ETF
+$2.9M
462,365
+31%
减持
AVGO
BROADCOM INC COM
-$2.8M
11,594
-38%
减持
AAPL
APPLE INC COM
-$2.7M
69,914
-7%
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$2.6M
2,310,836
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
-$2.2M
10,834
-36%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$1.9M
6,779
+235%
增持
VDE
VANGUARD ENERGY ETF
+$1.7M
35,916
+0%
减持
—
EXXON MOBIL CORP COM
+$1.5M
34,073
-3%
减持
JPM
JPMORGAN CHASE & CO COM
-$1.4M
36,867
-8%
减持
AMZN
AMAZON COM INC COM
-$1.4M
66,098
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$1.3M
4,905
-33%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$1.3M
515,285
+1%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$1.2M
8,421
-22%
减持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$1.0M
386,221
-0%
增持
DSTL
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
+$921.4K
74,124
+30%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$907.1K
55,368
-3%
减持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$902.2K
544,342
-0%
建仓
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$844.2K
11,146
减持
ABBV
ABBVIE INC COM
-$806.2K
11,878
-20%
减持
ALL
ALLSTATE CORP COM
-$798.0K
13,266
-22%
清仓
CGDG
CAPITAL GROUP DIVIDEND GROWERS ETF
-$784.1K
0
-100%
减持
GD
GENERAL DYNAMICS CORP COM
-$780.4K
1,535
-60%
减持
V
VISA INC COM CL A
-$771.1K
28,569
-6%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$759.6K
9,626
+56%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$728.3K
252,204
+2%
减持
GLW
CORNING INC COM
+$718.5K
16,520
-5%
建仓
BLOK
AMPLIFY BLOCKCHAIN TECHNOLOGY ETF
+$711.4K
14,283
增持
NVDA
NVIDIA CORPORATION COM
-$709.9K
71,105
+1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$678.1K
12,046
+703%
增持
VOO
VANGUARD S&P 500 ETF
+$663.3K
7,768
+22%
减持
MA
MASTERCARD INCORPORATED CL A
-$578.1K
1,410
-37%
增持
MU
MICRON TECHNOLOGY INC COM
+$568.3K
1,749
+2114%
增持
LLY
ELI LILLY & CO COM
+$556.1K
2,988
+46%
增持
CAT
CATERPILLAR INC COM
+$555.2K
3,948
+1%
减持
OTIS
OTIS WORLDWIDE CORP COM
-$529.7K
25,994
-10%
增持
VAW
VANGUARD MATERIALS ETF
+$515.7K
28,475
+0%
建仓
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$510.2K
6,486
减持
APP
APPLOVIN CORP COM CL A
-$495.1K
1,415
-10%
增持
WMT
WALMART INC COM
+$494.2K
25,520
+6%
减持
WFC
WELLS FARGO & CO COM
-$476.7K
24,553
-6%
减持
GEV
GE VERNOVA INC COM
+$467.2K
2,472
-4%
增持
BITQ
BITWISE CRYPTO INDUSTRY INNOVATORS ETF
+$451.9K
164,216
+24%
减持
TSLA
TESLA INC COM
-$447.2K
4,479
-5%
建仓
FLCV
FEDERATED HERMES MDT LARGE CAP VALUE ETF
+$429.4K
13,631
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$421.3K
1,603
-58%
建仓
—
ASTRAZENECA PLC ORD
+$420.4K
2,168
减持
IWM
ISHARES RUSSELL 2000 ETF
-$419.0K
500
-77%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$414.8K
2,846
+315%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$413.6K
25,755
+24%
减持
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
+$409.1K
418,585
-1%
减持
MCD
MCDONALDS CORP COM
-$391.3K
5,405
-20%
减持
HON
HONEYWELL INTL INC COM
-$375.9K
5,184
-35%
增持
MRK
MERCK & CO INC COM
+$367.6K
14,643
+11%
增持
URA
GLOBAL X URANIUM ETF
+$364.4K
7,700
+3750%
增持
ADI
ANALOG DEVICES INC COM
+$351.9K
4,225
+15%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
+$347.5K
4,107
+20%
减持
APD
AIR PRODUCTS AND CHEMICALS INC COM
-$339.4K
891
-63%
增持
AMAT
APPLIED MATLS INC COM
+$334.4K
1,805
+64%
增持
WDC
WESTERN DIGITAL CORP COM
+$334.1K
1,611
+173%
减持
LMT
LOCKHEED MARTIN CORP COM
+$331.9K
3,014
-2%
减持
CRM
SALESFORCE INC COM
-$331.8K
23,786
-4%
减持
NKE
NIKE INC CL B
-$331.6K
1,349
-79%
增持
DUSB
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
+$326.8K
39,254
+20%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$316.1K
17,104
+28%
减持
ADBE
ADOBE INC COM
-$314.7K
1,408
-25%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$313.4K
2,355
-51%
减持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$310.3K
332,836
-0%
减持
MDLZ
MONDELEZ INTL INC CL A
-$309.4K
1,470
-80%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$308.7K
0
-100%
增持
—
ASML HLDG NV N Y REGISTRY SHS
+$307.6K
911
+9%
增持
—
NEBIUS GROUP N.V. SHS CLASS A
+$307.2K
3,344
+604%
减持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$297.9K
844,333
-1%
减持
PEP
PEPSICO INC COM
-$294.9K
6,693
-28%
减持
UBER
UBER TECHNOLOGIES INC COM
-$290.6K
6,347
-31%
减持
BKNG
BOOKING HOLDINGS INC COM
-$287.8K
58
-42%
建仓
APO
APOLLO GLOBAL MGMT INC COM
+$287.2K
2,578
增持
SPY
STATE STREET SPDR S&P 500 ETF
-$280.9K
9,700
+0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$275.7K
15,828
+11%
减持
VUG
VANGUARD GROWTH ETF
-$273.5K
3,170
-7%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$272.7K
164,784
-2%
减持
HOOD
ROBINHOOD MKTS INC COM CL A
-$271.4K
1,453
-56%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$270.1K
2,446
+66%
减持
MDY
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
-$267.1K
87
-84%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$264.5K
314
-62%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$256.5K
2,194
-2%
增持
META
META PLATFORMS INC CL A
+$250.4K
35,315
+5%
增持
CL
COLGATE PALMOLIVE CO COM
+$247.0K
6,968
+59%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$246.2K
6,878
-2%
减持
—
EATON CORP PLC SHS
-$244.2K
747
-53%
减持
COF
CAPITAL ONE FINL CORP COM
-$224.9K
3,478
-2%
增持
CME
CME GROUP INC COM
+$221.7K
875
+548%
减持
FCNCA
FIRST CTZNS BANCSHARES INC DEL CL A
-$221.4K
69
-58%
增持
PLD
PROLOGIS INC. COM
+$219.1K
11,616
+13%
减持
SIMO
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR
-$214.1K
53
-98%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$211.0K
41,778
-2%
减持
SNOW
SNOWFLAKE INC COM SHS
-$210.3K
695
-52%
减持
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
+$204.8K
27,558
-4%
增持
TXN
TEXAS INSTRS INC COM
+$201.4K
5,156
+12%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$199.5K
1,843
+405%
减持
DE
DEERE & CO COM
+$197.5K
2,177
-1%
增持
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
+$197.0K
219,148
+1%
减持
AVUS
AVANTIS U.S. EQUITY ETF
-$193.2K
79,583
-2%
增持
DFAW
DIMENSIONAL WORLD EQUITY ETF
+$190.5K
5,051
+105%
增持
BAC
BANK OF AMER CORP COM
-$189.6K
40,980
+3%
增持
NFLX
NETFLIX INC. COM
+$184.5K
13,457
+14%
减持
IDCC
INTERDIGITAL INC COM
-$182.9K
19
-97%
减持
CVX
CHEVRON CORPORATION COM
+$181.2K
9,926
-19%
增持
SLB
SLB LIMITED COM STK
+$181.1K
5,863
+87%
增持
—
CHUBB LTD SWITZ COM
+$180.2K
3,142
+16%
减持
HD
HOME DEPOT INC COM
-$176.4K
26,393
-1%
减持
NU
NU HLDGS LTD ORD SHS CL A
-$174.8K
26,525
-20%
清仓
YETI
YETI HLDGS INC COM
-$174.3K
0
-100%
增持
ANET
ARISTA NETWORKS INC COM SHS
+$174.3K
1,622
+754%
减持
NET
CLOUDFLARE INC CL A COM
-$173.8K
472
-66%
减持
ACLS
AXCELIS TECHNOLOGIES INC COM NEW
-$172.1K
46
-98%
增持
UNP
UNION PAC CORP COM
+$169.4K
3,265
+21%
清仓
SKWD
SKYWARD SPECIALTY INS GROUP IN COM
-$169.1K
0
-100%
增持
—
LINDE PLC SHS
+$168.5K
432
+304%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$166.3K
4,658
+21%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$164.2K
3,029
-0%
增持
EMR
EMERSON ELEC CO COM
+$163.1K
6,325
+26%
清仓
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-$162.9K
0
-100%
增持
LITE
LUMENTUM HLDGS INC COM
+$161.3K
331
+72%
清仓
IOO
ISHARES GLOBAL 100 ETF
-$160.0K
0
-100%
清仓
FORM
FORMFACTOR INC COM
-$158.5K
0
-100%
减持
FTV
FORTIVE CORP COM
-$158.4K
891
-76%
增持
LOW
LOWES COS INC COM
+$154.3K
3,029
+30%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$153.4K
759
+8%
减持
LPLA
LPL FINL HLDGS INC COM
-$152.9K
70
-86%
增持
PSX
PHILLIPS 66 COM
+$151.9K
2,286
+12%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$151.6K
25,823
+4%
减持
IBKR
INTERACTIVE BROKERS GROUP INC COM CL A
-$148.7K
1,134
-68%
增持
ACWI
ISHARES MSCI ACWI ETF
+$147.1K
6,723
+21%
减持
CDNS
CADENCE DESIGN SYSTEM INC COM
-$145.8K
572
-41%
减持
—
SPOTIFY TECHNOLOGY S A SHS
-$145.6K
94
-71%
减持
PG
PROCTER & GAMBLE CO COM
-$145.4K
8,169
-12%
减持
HDB
HDFC BANK LTD SPONSORED ADS
-$144.8K
2,498
-56%
减持
SIGI
SELECTIVE INS GROUP INC COM
-$144.6K
16,296
-1%
减持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
-$143.8K
50,467
-2%
清仓
—
MAKEMYTRIP LIMITED MAURITIUS SHS
-$141.2K
0
-100%
减持
ELV
ELEVANCE HEALTH INC FORMERLY A COM
-$140.0K
1,915
-4%
建仓
—
ROYALTY PHARMA PLC SHS CLASS A
+$138.9K
2,896
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$137.9K
391
+371%
建仓
BE
BLOOM ENERGY CORP COM CL A
+$137.0K
1,011
清仓
HLMN
HILLMAN SOLUTIONS CORP COM
-$135.8K
0
-100%
