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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 7
增持 65
减持 71
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
SBUX
STARBUCKS CORP
-$17.0M
5,944
-97%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$13.1M
175,214
-29%
减持
INTC
INTEL CORP
-$8.0M
164,988
-44%
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
LLY
ELI LILLY & CO
+$7.8M
47,751
+5%
增持
IBDS
ISHARES TR
+$7.5M
5,452,691
+6%
减持
AAPL
APPLE INC
+$7.4M
192,155
-0%
增持
IVV
ISHARES TR
+$6.5M
33,823
+49%
减持
AVY
AVERY DENNISON CORP
-$5.5M
119,261
-16%
减持
GLW
CORNING INC
+$5.1M
964,131
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$4.9M
9,936
+1024%
减持
QCOM
QUALCOMM INC
+$4.4M
151,888
-1%
增持
CRM
SALESFORCE INC
+$4.3M
52,729
+72%
减持
MSFT
MICROSOFT CORP
+$2.4M
114,190
-1%
减持
TXN
TEXAS INSTRS INC
+$2.3M
130,133
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.2M
59,705
-2%
增持
FSK
FS KKR CAP CORP
+$2.1M
1,286,116
+5%
增持
DSTL
ETF SER SOLUTIONS
+$2.0M
998,174
+9%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$1.9M
152,800
+205%
增持
MRNA
MODERNA INC
+$1.8M
146,896
+0%
减持
COHR
COHERENT CORP
+$1.7M
152,718
-1%
增持
BIL
SPDR SER TR
+$1.7M
153,296
+14%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
33,861
+1113%
增持
IBDR
ISHARES TR
+$1.6M
1,413,175
+5%
减持
LEN
LENNAR CORP
-$1.6M
65,932
-1%
减持
IGSB
ISHARES TR
-$1.5M
163,266
-15%
增持
IEMG
ISHARES INC
+$1.3M
36,224
+201%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$1.3M
1,186,240
+6%
增持
AMZN
AMAZON COM INC
+$1.2M
83,264
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
63,735
-1%
减持
DIS
DISNEY WALT CO
-$1.1M
42,797
-2%
减持
BSV
VANGUARD BD INDEX FDS
-$1.1M
63,066
-18%
建仓
IWO
ISHARES TR
+$1.1M
4,051
减持
AMGN
AMGEN INC
+$1.1M
41,736
-1%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$1.0M
1,569,852
-10%
减持
ITW
ILLINOIS TOOL WKS INC
-$1.0M
22,207
-5%
增持
VTI
VANGUARD INDEX FDS
+$973.6K
15,641
+27%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$870.9K
73,312
+19%
增持
BND
VANGUARD BD INDEX FDS
+$870.2K
480,587
+3%
减持
PSTG
PURE STORAGE INC
+$858.7K
72,400
-1%
建仓
MOS
MOSAIC CO NEW
+$843.9K
29,200
增持
MTUM
ISHARES TR
+$826.3K
26,524
+14%
增持
BWA
BORGWARNER INC
-$814.9K
367,951
+1%
减持
AZO
AUTOZONE INC
-$700.5K
2,340
-3%
增持
QUAL
ISHARES TR
+$687.2K
64,062
+3%
减持
—
JOHNSON CTLS INTL PLC
-$659.8K
344,279
-4%
建仓
FLOT
ISHARES TR
+$648.8K
12,700
增持
BLDR
BUILDERS FIRSTSOURCE INC
-$618.4K
9,545
+3%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$612.2K
1
减持
KLAC
KLA CORP
+$594.9K
5,256
-2%
减持
GLD
SPDR GOLD TR
+$574.5K
62,744
-0%
清仓
GDO
WESTERN ASSET GLOBAL CORP DE
-$574.1K
0
-100%
减持
NEAR
ISHARES U S ETF TR
-$572.8K
126,072
-8%
增持
OPLN
OPENLANE INC
-$521.4K
774,825
+0%
减持
—
UNILEVER PLC
+$488.9K
111,131
-1%
减持
WD
WALKER & DUNLOP INC
-$458.2K
81,579
-3%
减持
NTR
NUTRIEN LTD
-$454.0K
71,475
-5%
增持
ICSH
ISHARES TR
+$450.8K
25,140
+55%
增持
GOOGL
ALPHABET INC
+$450.3K
11,765
+5%
增持
VO
VANGUARD INDEX FDS
+$364.6K
27,362
+9%
建仓
BLW
BLACKROCK LTD DURATION INCOM
+$361.6K
25,900
减持
GOOG
ALPHABET INC
+$351.0K
12,243
-2%
减持
J
JACOBS SOLUTIONS INC
-$350.7K
18,145
-3%
减持
MET
METLIFE INC
-$346.5K
68,350
-2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$339.4K
96,981
-4%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$325.4K
18,083
-26%
增持
JNJ
JOHNSON & JOHNSON
-$320.0K
28,118
+0%
增持
FCT
FIRST TR SR FLTG RATE INCOME
+$314.3K
81,600
+66%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$307.1K
528,840
+3%
清仓
SPSB
SPDR SER TR
-$297.7K
0
-100%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$287.1K
9,475
-49%
减持
WEN
WENDYS CO
-$282.4K
71,942
-10%
减持
CVX
CHEVRON CORP NEW
-$282.3K
35,480
-4%
减持
GIS
GENERAL MLS INC
-$254.6K
27,965
-3%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$252.5K
21,500
+105%
建仓
PANW
PALO ALTO NETWORKS INC
+$249.2K
735
减持
MERC
MERCER INTL INC
-$242.7K
147,400
-2%
减持
PFE
PFIZER INC
-$241.4K
53,297
-15%
建仓
EFG
ISHARES TR
+$241.0K
2,356
增持
PEP
PEPSICO INC
-$236.3K
26,094
+1%
清仓
BRW
SABA CAPITAL INCOME & OPRNT
-$227.3K
0
-100%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$222.1K
260,284
-4%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$221.7K
34,588
+13%
增持
GSLC
GOLDMAN SACHS ETF TR
+$220.3K
22,425
+7%
清仓
VLO
VALERO ENERGY CORP
-$213.4K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$204.6K
0
-100%
清仓
SJM
SMUCKER J M CO
-$200.8K
0
-100%
减持
—
EXXON MOBIL CORP
-$198.1K
61,159
-2%
减持
VTV
VANGUARD INDEX FDS
-$183.9K
5,757
-15%
增持
AVGO
BROADCOM INC
+$183.4K
527
+5%
增持
PPLI
IAC INC
+$168.7K
37,700
+26%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$168.7K
41,453
+8%
清仓
—
SABA CAPITAL INCOME & OPPORT
-$160.4K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$159.3K
40,447
+7%
增持
IMTM
ISHARES TR
+$157.2K
71,234
+8%
增持
COP
CONOCOPHILLIPS
-$151.5K
13,521
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$149.7K
124,304
-0%
减持
EQIX
EQUINIX INC
-$147.6K
1,848
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$146.2K
40,524
+4%
减持
TER
TERADYNE INC
+$145.3K
4,735
-4%
减持
—
AIR LEASE CORP
-$138.9K
34,200
-0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$138.8K
17,463
+12%
减持
CSCO
CISCO SYS INC
-$136.5K
27,593
-5%
增持
IQLT
ISHARES TR
+$135.3K
36,979
+12%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$134.7K
1,279
-28%
增持
SHEL
SHELL PLC
+$134.0K
20,850
+2%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$133.4K
17,574
+6%
增持
WMT
WALMART INC
+$129.5K
10,707
+8%
增持
XLK
SELECT SECTOR SPDR TR
+$124.8K
2,310
+21%
减持
ALL
ALLSTATE CORP
-$124.7K
2,470
-18%
减持
ECL
ECOLAB INC
+$122.0K
17,679
-0%
增持
ADBE
ADOBE INC
+$113.7K
1,113
+11%
减持
AME
AMETEK INC
-$110.4K
2,300
-15%
增持
—
ASML HOLDING N V
+$106.1K
507
+19%
减持
JJSF
J & J SNACK FOODS CORP
+$104.8K
14,000
-7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$100.9K
9,010
+3%
减持
CBRE
CBRE GROUP INC
-$100.4K
8,765
-3%
增持
FLDR
FIDELITY MERRIMACK STR TR
+$99.6K
6,400
+45%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$98.1K
83,105
-7%
减持
SON
SONOCO PRODS CO
-$97.2K
7,428
-9%
减持
BAC
BANK AMERICA CORP
+$95.5K
51,849
-0%
增持
AVDV
AMERICAN CENTY ETF TR
+$94.7K
24,444
+8%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$92.6K
19,561
-19%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$82.6K
481
-21%
增持
—
MEDTRONIC PLC
-$79.5K
21,774
+6%
增持
IJR
ISHARES TR
+$75.1K
22,320
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$73.9K
53,099
+4%
增持
MA
MASTERCARD INCORPORATED
-$73.3K
2,053
+1%
减持
SENEA
SENECA FOODS CORP NEW
-$70.7K
12,300
-10%
减持
GEM
GOLDMAN SACHS ETF TR
+$70.4K
113,015
-2%
减持
O
REALTY INCOME CORP
-$70.1K
31,500
-2%
减持
PSX
PHILLIPS 66
-$69.9K
2,049
-7%
增持
EFV
ISHARES TR
+$69.1K
46,133
+6%
减持
ENB
ENBRIDGE INC
-$65.2K
61,407
-1%
增持
HON
HONEYWELL INTL INC
+$61.7K
1,724
+15%
减持
—
CHARGEPOINT HOLDINGS INC
-$60.8K
133,400
-3%
增持
DE
DEERE & CO
-$60.3K
2,246
+3%
增持
NEE
NEXTERA ENERGY INC
+$59.3K
4,021
+14%
减持
AFL
AFLAC INC
-$58.9K
7,818
-11%
减持
—
TRANE TECHNOLOGIES PLC
-$57.6K
920
-23%
增持
UNP
UNION PAC CORP
-$53.4K
3,002
+1%
增持
EUSA
ISHARES INC
-$51.7K
19,437
+0%
增持
AXP
AMERICAN EXPRESS CO
+$49.6K
2,705
+7%
增持
EFAV
ISHARES TR
+$47.1K
14,505
+7%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$44.5K
6,060
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$44.4K
7,855
-4%
减持
REFR
RESEARCH FRONTIERS INC
+$44.2K
120,800
-12%
减持
GE
GE AEROSPACE
-$43.7K
2,587
-0%
减持
ICLN
ISHARES TR
-$42.0K
38,194
-3%
减持
ABT
ABBOTT LABS
-$40.7K
3,239
-2%
增持
SPGI
S&P GLOBAL INC
+$40.5K
727
+9%
