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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 17
增持 32
减持 73
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
IBDS
ISHARES TR
-$47.1M
3,432,629
-37%
建仓
SMTH
ALPS ETF TR
+$47.1M
1,844,088
建仓
DCRE
DOUBLELINE ETF TRUST
+$43.2M
839,350
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。
减持
BND
VANGUARD BD INDEX FDS
-$34.3M
4,863
-99%
增持
IVV
ISHARES TR
+$19.2M
64,121
+90%
增持
DSTL
ETF SER SOLUTIONS
+$19.2M
1,284,091
+29%
增持
NVDA
NVIDIA CORPORATION
+$18.0M
164,829
+387%
增持
GDX
VANECK ETF TRUST
+$17.7M
534,863
+3770%
清仓
MRNA
MODERNA INC
-$17.4M
0
-100%
清仓
BIL
SPDR SER TR
-$14.1M
0
-100%
减持
BWA
BORGWARNER INC
-$11.6M
6,383
-98%
增持
VO
VANGUARD INDEX FDS
+$11.1M
67,086
+145%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$9.4M
1,062,789
-32%
清仓
IGSB
ISHARES TR
-$8.4M
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$8.3M
121,316
+595%
减持
LLY
ELI LILLY & CO
-$7.9M
45,714
-4%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$7.7M
569,423
+273%
减持
AAPL
APPLE INC
+$7.4M
191,082
-1%
减持
QCOM
QUALCOMM INC
-$7.0M
151,235
-0%
减持
GLW
CORNING INC
+$6.9M
932,446
-3%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$6.6M
1,508,382
+27%
增持
VTI
VANGUARD INDEX FDS
+$5.3M
32,606
+108%
减持
NEAR
ISHARES U S ETF TR
-$4.9M
27,739
-78%
减持
SPY
SPDR S&P 500 ETF TR
-$4.7M
1,216
-88%
建仓
NKE
NIKE INC
+$4.6M
60,177
减持
BSV
VANGUARD BD INDEX FDS
-$4.6M
3,681
-94%
减持
INTC
INTEL CORP
-$4.5M
30,800
-81%
增持
ICSH
ISHARES TR
+$4.3M
110,592
+340%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$4.1M
148,766
+53%
增持
CRM
SALESFORCE INC
+$4.1M
52,764
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$4.1M
121,869
-2%
减持
AVY
AVERY DENNISON CORP
-$3.8M
119,215
-0%
减持
MSFT
MICROSOFT CORP
-$3.8M
112,171
-2%
增持
REGN
REGENERON PHARMACEUTICALS
+$3.7M
5,586
+1806%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.4M
73,168
-0%
建仓
VRSK
VERISK ANALYTICS INC
+$3.0M
11,052
减持
AMGN
AMGEN INC
-$2.5M
40,432
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.5M
62,638
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.5M
58,740
-2%
减持
OPLN
OPENLANE INC
+$2.4M
770,435
-1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.3M
80,788
+95%
增持
QUAL
ISHARES TR
+$2.2M
73,964
+15%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.1M
71,078
+105%
减持
AMZN
AMAZON COM INC
+$2.0M
82,592
-1%
减持
GEM
GOLDMAN SACHS ETF TR
-$2.0M
52,912
-53%
减持
FSK
FS KKR CAP CORP
+$1.8M
1,249,499
-3%
增持
GLD
SPDR GOLD TR
+$1.7M
62,913
+0%
增持
VBR
VANGUARD INDEX FDS
+$1.7M
45,717
+13%
减持
WD
WALKER & DUNLOP INC
-$1.7M
65,302
-20%
减持
NTR
NUTRIEN LTD
-$1.7M
44,424
-38%
清仓
—
AON PLC
-$1.5M
0
-100%
减持
LEN
LENNAR CORP
-$1.5M
61,803
-6%
减持
MRK
MERCK & CO INC
-$1.3M
17,576
-29%
减持
TXN
TEXAS INSTRS INC
-$1.2M
128,702
-1%
增持
IBDR
ISHARES TR
+$1.2M
1,446,798
+2%
增持
MTUM
ISHARES TR
+$1.1M
30,381
+15%
减持
IEFA
ISHARES TR
-$1.1M
30,618
-32%
清仓
IWO
ISHARES TR
-$1.1M
0
-100%
减持
—
JOHNSON CTLS INTL PLC
-$1.1M
276,587
-20%
减持
KLAC
KLA CORP
-$1.0M
5,239
-0%
减持
COHR
COHERENT CORP
+$965.4K
127,007
-17%
建仓
SFY
TIDAL ETF TR
+$965.0K
8,866
减持
PSTG
PURE STORAGE INC
-$932.3K
60,500
-16%
减持
ITW
ILLINOIS TOOL WKS INC
-$909.6K
17,170
-23%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$880.1K
0
-100%
建仓
HY
HYSTER-YALE INC
+$874.5K
9,000
减持
—
EXXON MOBIL CORP
-$812.2K
57,901
-5%
增持
O
REALTY INCOME CORP
+$806.4K
46,250
+47%
清仓
—
APOLLO SR FLOATING RATE FD I
-$759.0K
0
-100%
清仓
—
LAM RESEARCH CORP
-$745.4K
0
-100%
建仓
—
ALBEMARLE CORP
+$695.8K
17,100
建仓
COST
COSTCO WHSL CORP NEW
+$617.6K
674
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$612.2K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$611.5K
34,095
-4%
减持
J
JACOBS SOLUTIONS INC
-$608.9K
14,415
-21%
建仓
MFIC
MIDCAP FINANCIAL INVSTMNT CO
+$599.4K
44,432
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$577.9K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$568.6K
66,765
+26%
建仓
LRCX
LAM RESEARCH CORP
+$505.6K
7,000
减持
PPLI
IAC INC
-$495.8K
29,450
-22%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$479.7K
234,126
-10%
减持
MET
METLIFE INC
+$471.2K
64,347
-6%
减持
MERC
MERCER INTL INC
-$467.7K
121,700
-17%
减持
GIS
GENERAL MLS INC
-$455.4K
20,600
-26%
减持
IEMG
ISHARES INC
-$444.5K
28,620
-21%
减持
AZO
AUTOZONE INC
-$435.9K
2,030
-13%
清仓
NVS
NOVARTIS AG
-$425.8K
0
-100%
增持
IJR
ISHARES TR
+$412.7K
24,244
+9%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$412.0K
0
-100%
清仓
ONT
MONTROSE ENVIRONMENTAL GROUP
-$402.4K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$391.7K
49,161
+21%
增持
WMT
WALMART INC
+$372.5K
12,147
+13%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$370.8K
166,381
-5%
清仓
IWS
ISHARES TR
-$367.4K
0
-100%
减持
WEN
WENDYS CO
-$358.9K
52,834
-27%
清仓
SUB
ISHARES TR
-$358.6K
0
-100%
减持
PEP
PEPSICO INC
-$358.2K
25,947
-1%
减持
IBTH
ISHARES TR
-$353.4K
24,963
-39%
建仓
BBWI
BATH & BODY WORKS INC
+$343.1K
8,850
清仓
SEB
SEABOARD CORP DEL
-$338.2K
0
-100%
减持
PFE
PFIZER INC
-$337.3K
43,495
-18%
增持
EFAV
ISHARES TR
+$321.6K
18,776
+29%
清仓
FLDR
FIDELITY MERRIMACK STR TR
-$319.4K
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$313.1K
508,556
-4%
减持
MOS
MOSAIC CO NEW
-$310.5K
21,700
-26%
清仓
—
NEW YORK CMNTY BANCORP INC
-$308.8K
0
-100%
减持
EQIX
EQUINIX INC
+$305.6K
1,807
-2%
清仓
—
AZEK CO INC
-$290.7K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$289.1K
3,748
-35%
建仓
AMTM
AMENTUM HOLDINGS INC
+$286.9K
13,644
增持
AVGO
BROADCOM INC
+$282.9K
4,870
+824%
增持
AXP
AMERICAN EXPRESS CO
+$282.7K
3,063
+13%
清仓
SOXL
DIREXION SHS ETF TR
-$276.8K
0
-100%
减持
SYF
SYNCHRONY FINANCIAL
+$275.3K
24,200
-12%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$274.1K
59,477
-28%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$264.5K
5,845
-4%
建仓
IBMO
ISHARES TR
+$253.7K
9,964
增持
AVDV
AMERICAN CENTY ETF TR
+$247.9K
28,204
+15%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$241.1K
2,334
清仓
EFG
ISHARES TR
-$241.0K
0
-100%
建仓
BN
BROOKFIELD CORP
+$237.3K
4,130
清仓
VTEB
VANGUARD MUN BD FDS
-$224.5K
0
-100%
减持
SHEL
SHELL PLC
-$223.8K
20,450
-2%
减持
ELV
ELEVANCE HEALTH INC
-$223.2K
1,250
-1%
清仓
GSK
GSK PLC
-$223.1K
0
-100%
清仓
—
EL PASO ENERGY CAP TR I
-$222.5K
0
-100%
增持
IJH
ISHARES TR
+$215.5K
11,291
+35%
减持
XYL
XYLEM INC
-$214.7K
6,697
-8%
建仓
GEV
GE VERNOVA INC
+$202.9K
617
清仓
EFT
EATON VANCE FLTING RATE INC
-$201.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$200.8K
0
-100%
减持
UMH
UMH PPTYS INC
+$196.6K
86,850
-4%
增持
COP
CONOCOPHILLIPS
-$196.2K
13,616
+1%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$194.6K
5,184
-40%
减持
DIS
DISNEY WALT CO
+$193.2K
39,897
-7%
减持
XBI
SPDR SER TR
-$190.2K
2,950
-40%
减持
—
ASML HOLDING N V
-$188.6K
476
-6%
建仓
FLG
FLAGSTAR FINANCIAL INC
+$186.2K
19,958
增持
OUNZ
VANECK MERK GOLD ETF
+$183.1K
27,836
+20%
减持
XLV
SELECT SECTOR SPDR TR
-$179.3K
4,274
-19%
清仓
HURC
HURCO CO
-$177.8K
0
-100%
减持
BAC
BANK AMERICA CORP
+$175.2K
50,904
-2%
减持
ADBE
ADOBE INC
-$173.6K
1,000
-10%
减持
EUSA
ISHARES INC
-$173.3K
16,170
-17%
减持
CBRE
CBRE GROUP INC
+$172.1K
7,260
-17%
减持
MA
MASTERCARD INCORPORATED
+$168.1K
2,039
-1%
清仓
MQY
BLACKROCK MUNIYILD QULT FD I
-$159.6K
0
-100%
减持
SBUX
STARBUCKS CORP
-$149.8K
2,835
-52%
减持
—
GLOBAL MED REIT INC
-$149.3K
85,750
-4%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$148.4K
12,841
-62%
