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SHUFRO ROSE & CO LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SHUFRO ROSE & CO LLC
报告期 2026-03-31 · CIK 0000908195
持仓数
307
前50大市值合计
$1.25B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 24
增持 41
减持 72
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
—
ISHARES TR
+$68.8M
2,784,203
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$64.1M
3,403,754
+19262%
减持
IBDR
ISHARES TR
-$62.5M
2,658,685
-51%
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。
建仓
ACWI
ISHARES TR
+$21.8M
257,338
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$11.8M
375,914
+16%
增持
SHY
ISHARES TR
+$10.5M
132,525
+4320%
清仓
GSEW
GOLDMAN SACHS ETF TR
-$9.0M
0
-100%
增持
GLD
SPDR GOLD TR
+$8.4M
124,230
+51%
增持
GDX
VANECK ETF TRUST
+$8.2M
297,666
+1785%
建仓
IWO
ISHARES TR
+$6.2M
28,866
增持
BND
VANGUARD BD INDEX FDS
+$6.0M
131,703
+171%
增持
JPM
JPMORGAN CHASE & CO
+$5.9M
197,357
+0%
减持
—
JOHNSON CTLS INTL PLC
+$5.8M
402,389
-1%
建仓
IEMG
ISHARES INC
+$4.9M
105,533
增持
DSTL
ETF SER SOLUTIONS
+$4.7M
454,339
+21%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$3.7M
1,390,667
-24%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.4M
27,139
-71%
增持
INFL
LISTED FD TR
+$3.3M
813,028
+1%
减持
CSCO
CISCO SYS INC
+$3.2M
422,133
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.8M
64,455
-0%
减持
INTC
INTEL CORP
-$2.6M
488,127
-19%
减持
AVY
AVERY DENNISON CORP
+$2.5M
144,640
-1%
建仓
ECL
ECOLAB INC
+$2.4M
16,810
减持
GLW
CORNING INC
+$2.3M
1,000,585
-2%
减持
LEN
LENNAR CORP
+$2.3M
187,351
-5%
减持
BWA
BORGWARNER INC
+$2.3M
255,773
-0%
减持
SBUX
STARBUCKS CORP
+$2.2M
194,912
-4%
增持
AMZN
AMAZON COM INC
-$2.1M
83,205
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.1M
67,437
-4%
增持
VO
VANGUARD INDEX FDS
+$2.0M
38,343
+24%
增持
LLY
LILLY ELI & CO
+$2.0M
46,366
+0%
减持
NTR
NUTRIEN LTD
-$1.9M
85,786
-12%
减持
AAPL
APPLE INC
-$1.8M
213,466
-0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.8M
75,516
+44%
减持
IGSB
ISHARES TR
-$1.7M
314,828
-11%
增持
TXN
TEXAS INSTRS INC
+$1.6M
150,620
+0%
增持
ARCC
ARES CAPITAL CORP
+$1.6M
936,267
+0%
减持
—
EXXON MOBIL CORP
+$1.6M
68,896
-1%
减持
OPLN
KAR AUCTION SVCS INC
+$1.4M
748,251
-0%
清仓
VPG
VISHAY PRECISION GROUP INC
-$1.3M
0
-100%
减持
D
DOMINION ENERGY INC
-$1.2M
20,312
-43%
减持
AMGN
AMGEN INC
+$1.1M
45,213
-5%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.1M
484,481
+12%
减持
WD
WALKER & DUNLOP INC
-$1.1M
91,994
-7%
增持
IEFA
ISHARES TR
+$1.0M
44,184
+38%
减持
ABBNY
ABB LTD
+$990.4K
212,914
-1%
减持
SLQD
ISHARES TR
-$934.9K
17,073
-54%
减持
MET
METLIFE INC
+$862.4K
77,372
-1%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$856.5K
487,630
-6%
增持
KLAC
KLA CORP
+$846.9K
5,328
+39%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$809.8K
48,200
减持
PFF
ISHARES TR
-$799.6K
32,145
-43%
减持
—
MANITEX INTL INC
-$785.0K
40,002
-76%
减持
—
UNILEVER PLC
+$722.7K
119,040
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$714.4K
136,273
-7%
减持
UNH
UNITEDHEALTH GROUP INC
-$645.6K
36,019
-8%
减持
CVX
CHEVRON CORP NEW
+$625.4K
17,953
-1%
清仓
C
CITIGROUP INC
-$621.0K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$617.0K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$582.3K
14,970
+20%
减持
DIS
DISNEY WALT CO
-$581.2K
46,038
-5%
增持
PEP
PEPSICO INC
+$572.8K
26,579
+3%
减持
CM
CANADIAN IMPERIAL BK COMM TO
-$564.8K
39,930
-20%
增持
MRK
MERCK & CO INC
+$563.3K
21,769
+1%
减持
—
NATIONAL WESTN LIFE GROUP IN
-$556.2K
1,170
-77%
减持
AZO
AUTOZONE INC
-$530.2K
2,844
-19%
减持
CRM
SALESFORCE INC
-$504.2K
28,937
-4%
增持
—
MEDTRONIC PLC
+$503.8K
21,549
+49%
建仓
MUB
ISHARES TR
+$493.6K
4,678
减持
GSST
GOLDMAN SACHS ETF TR
-$491.0K
12,491
-44%
清仓
HASI
HANNON ARMSTRONG SUST INFR C
-$455.0K
0
-100%
减持
WBD
WARNER BROS DISCOVERY INC
-$446.2K
55,671
-34%
增持
VTI
VANGUARD INDEX FDS
+$445.5K
6,792
+43%
清仓
LNC
LINCOLN NATL CORP IND
-$430.0K
0
-100%
建仓
—
CHARGEPOINT HOLDINGS INC
+$426.9K
44,800
减持
EL
LAUDER ESTEE COS INC
+$413.4K
13,742
-1%
减持
WEN
WENDYS CO
+$387.0K
99,381
-0%
减持
ITW
ILLINOIS TOOL WKS INC
+$386.6K
26,090
-12%
减持
PFE
PFIZER INC
+$385.3K
80,061
-6%
建仓
HON
HONEYWELL INTL INC
+$342.0K
1,596
建仓
TSLA
TESLA INC
+$336.9K
2,735
减持
JJSF
J & J SNACK FOODS CORP
+$335.9K
16,825
-0%
减持
QUAL
ISHARES TR
+$311.7K
114,836
-7%
建仓
PPLI
IAC INC
+$310.8K
7,000
减持
NEAR
ISHARES U S ETF TR
-$308.4K
160,434
-4%
清仓
ESGV
VANGUARD WORLD FD
-$302.0K
0
-100%
减持
GEM
GOLDMAN SACHS ETF TR
-$297.5K
112,663
-17%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$297.0K
5,136
增持
SUB
ISHARES TR
+$293.1K
17,341
+18%
减持
LNG
CHENIERE ENERGY INC
-$281.0K
11,350
-5%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$272.7K
147,097
-9%
增持
FCT
FIRST TR SR FLTG RATE INCOME
+$270.0K
53,100
+125%
增持
BAC
BANK AMERICA CORP
+$263.7K
55,335
+7%
建仓
NSC
NORFOLK SOUTHN CORP
+$260.3K
1,056
增持
RQI
COHEN & STEERS QUALITY INCOM
+$253.4K
36,300
+149%
减持
TER
TERADYNE INC
-$248.1K
5,082
-45%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$242.6K
24,771
+13%
减持
GIS
GENERAL MLS INC
+$237.9K
42,635
-2%
建仓
—
ASML HOLDING N V
+$232.2K
425
增持
EUSA
ISHARES INC
+$230.8K
18,506
+10%
建仓
IWS
ISHARES TR
+$230.0K
2,183
建仓
PSX
PHILLIPS 66
+$228.9K
2,199
清仓
MP
MP MATERIALS CORP
-$225.0K
0
-100%
减持
—
AIR LEASE CORP
+$222.2K
33,400
-2%
清仓
META
META PLATFORMS INC
-$221.0K
0
-100%
减持
J
JACOBS SOLUTIONS INC
+$220.8K
21,128
-1%
减持
MSFT
MICROSOFT CORP
+$219.6K
127,765
-2%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$217.6K
93,881
+34%
建仓
CAT
CATERPILLAR INC
+$215.6K
900
增持
MTUM
ISHARES TR
+$213.5K
7,192
+13%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$213.4K
13,143
+53%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$212.0K
0
-100%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$207.9K
6,838
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$206.6K
7,547
+11%
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$203.9K
8,500
建仓
GTY
GETTY RLTY CORP NEW
+$203.1K
6,000
增持
QCOM
QUALCOMM INC
-$202.1K
151,245
+2%
建仓
—
TRANE TECHNOLOGIES PLC
+$202.0K
1,202
建仓
—
ISHARES TR
+$200.1K
7,895
增持
EFV
ISHARES TR
+$192.5K
13,896
+20%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$189.0K
0
-100%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$184.6K
1,868
-31%
减持
DGX
QUEST DIAGNOSTICS INC
+$183.4K
6,900
-5%
减持
—
PDC ENERGY INC
+$179.7K
49,838
-3%
减持
USMV
ISHARES TR
+$179.2K
40,294
-2%
减持
SYF
SYNCHRONY FINANCIAL
+$171.8K
44,000
-3%
减持
BA
BOEING CO
+$170.5K
2,475
-1%
减持
VGM
INVESCO TR INVT GRADE MUNS
-$167.2K
15,500
-55%
清仓
—
WESTERN ASSET MUN PARTNERS F
-$166.0K
0
-100%
增持
MPT
MEDICAL PPTYS TRUST INC
+$164.7K
43,600
+61%
减持
MERC
MERCER INTL INC
-$164.6K
183,800
-2%
减持
MMM
3M CO
-$163.6K
20,359
-14%
建仓
—
FG GROUP HOLDINGS INC
+$158.7K
60,563
减持
COHR
COHERENT CORP
-$154.8K
171,173
-3%
建仓
XBNYX
BLACKROCK N Y MUN INCOME TRU
+$154.8K
15,373
减持
—
PHYSICIANS RLTY TR
-$150.0K
62,200
-11%
增持
SHEL
SHELL PLC
+$149.5K
20,150
+0%
增持
GSLC
GOLDMAN SACHS ETF TR
+$148.0K
11,940
+11%
减持
JNJ
JOHNSON & JOHNSON
+$145.3K
31,352
-5%
减持
CBRE
CBRE GROUP INC
+$145.0K
15,450
-0%
增持
IMTM
ISHARES TR
+$144.2K
15,902
+23%
减持
PPIH
PERMA-PIPE INTL HLDGS INC
-$142.0K
86,668
-15%
减持
IWM
ISHARES TR
-$140.9K
7,961
-14%
减持
EQIX
EQUINIX INC
-$140.8K
1,985
-22%
增持
MYN
BLACKROCK MUNIYIELD N Y QUAL
+$135.8K
36,100
+56%
减持
DAN
DANA INC
+$133.2K
43,700
-5%
减持
PFL
PIMCO INCOME STRATEGY FD
-$132.8K
21,600
-44%
减持
—
S&W SEED CO
+$132.6K
191,009
-8%
增持
VTV
VANGUARD INDEX FDS
+$127.4K
2,432
+40%
清仓
—
BALLANTYNE STRONG INC
-$125.0K
0
-100%
