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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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 150 项建仓 24增持 49减持 69清仓 8

方向

标的

Δ市值

现股数(环比)

建仓

IBDU ISHARES TR

+$83.0M

3,590,158

减持

IBDS ISHARES TR

-$81.4M

36,950 -99%

增持

SMTH ALPS ETF TR

+$70.6M

4,543,908 +146%

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

DSTL ETF SER SOLUTIONS

-$70.1M

7,345 -99%

增持

IVV ISHARES TR

+$20.1M

102,933 +61%

减持

CEF SPROTT PHYSICAL GOLD & SILVE

-$14.9M

362,651 -66%

减持

FSK FS KKR CAP CORP

-$13.3M

660,612 -47%

减持

IBDR ISHARES TR

-$8.0M

1,108,718 -23%

减持

NVDA NVIDIA CORPORATION

-$6.9M

140,229 -15%

建仓

TSEL TOUCHSTONE ETF TRUST

+$6.0M

270,826

减持

AAPL APPLE INC

-$5.6M

190,201 -0%

减持

MSFT MICROSOFT CORP

-$5.4M

111,606 -1%

减持

BSCQ INVESCO EXCH TRD SLF IDX FD

-$5.1M

1,241,228 -18%

减持

COHR COHERENT CORP

-$4.2M

120,695 -5%

建仓

TPL TEXAS PACIFIC LAND CORPORATI

+$4.2M

3,138

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$4.1M

60,932 -3%

减持

— JOHNSON CTLS INTL PLC

-$3.6M

227,356 -18%

减持

CRM SALESFORCE INC

-$3.5M

52,613 -0%

减持

GLD SPDR GOLD TR

+$2.9M

62,893 -0%

增持

VO VANGUARD INDEX FDS

+$2.6M

78,422 +17%

减持

AMZN AMAZON COM INC

-$2.5M

82,148 -1%

增持

SENEA SENECA FOODS CORP NEW

+$2.3M

34,650 +259%

减持

TXN TEXAS INSTRS INC

-$2.3M

121,569 -6%

减持

GLW CORNING INC

-$2.2M

919,270 -1%

减持

LLY ELI LILLY & CO

+$2.0M

45,114 -1%

减持

IBM INTERNATIONAL BUSINESS MACHS

+$2.0M

72,547 -1%

减持

— INVESCO EXCH TRD SLF IDX FD

-$1.9M

417,611 -18%

减持

AMGN AMGEN INC

+$1.8M

39,691 -2%

减持

TMO THERMO FISHER SCIENTIFIC INC

-$1.8M

57,824 -2%

减持

WD WALKER & DUNLOP INC

-$1.6M

55,565 -15%

减持

LEN LENNAR CORP

-$1.4M

61,068 -1%

减持

ADP AUTOMATIC DATA PROCESSING IN

-$1.3M

1,192 -80%

建仓

BNY BANK NEW YORK MELLON CORP

+$1.2M

14,765

增持

UNP UNION PAC CORP

+$1.2M

8,007 +169%

增持

DCRE DOUBLELINE ETF TRUST

+$1.2M

855,345 +2%

减持

AVY AVERY DENNISON CORP

-$1.2M

118,795 -0%

增持

— ALBEMARLE CORP

+$979.8K

47,000 +175%

增持

PSTG PURE STORAGE INC

-$940.8K

62,700 +4%

增持

CVX CHEVRON CORP NEW

+$920.7K

35,023 +3%

增持

BSCS INVESCO EXCH TRD SLF IDX FD

+$865.6K

274,130 +17%

建仓

SONY SONY GROUP CORP

+$780.5K

30,740

增持

— EXXON MOBIL CORP

+$779.3K

58,923 +2%

建仓

MRP MILLROSE PPTYS INC

+$759.3K

28,641

减持

NKE NIKE INC

-$749.9K

59,920 -0%

清仓

IBTG ISHARES TR

-$738.3K

0 -100%

减持

QUAL ISHARES TR

-$736.5K

72,766 -2%

减持

REGN REGENERON PHARMACEUTICALS

-$719.5K

5,139 -8%

建仓

WFC WELLS FARGO CO NEW

+$711.2K

9,906

减持

VBR VANGUARD INDEX FDS

-$647.2K

45,161 -1%

减持

NTR NUTRIEN LTD

-$621.5K

27,511 -38%

减持

IJR ISHARES TR

-$612.0K

20,861 -14%

减持

DIS DISNEY WALT CO

-$592.4K

39,008 -2%

减持

AZO AUTOZONE INC

+$591.7K

1,860 -8%

清仓

IBTH ISHARES TR

-$554.1K

0 -100%

建仓

SGOV ISHARES TR

+$536.2K

5,326

建仓

DFIC DIMENSIONAL ETF TRUST

+$531.2K

19,129

增持

O REALTY INCOME CORP

+$514.4K

51,450 +11%

减持

GOOG ALPHABET INC

-$483.3K

11,343 -4%

减持

OPLN OPENLANE INC

-$479.3K

767,954 -0%

减持

JNJ JOHNSON & JOHNSON

+$468.5K

26,759 -2%

增持

VGSH VANGUARD SCOTTSDALE FDS

+$466.8K

88,039 +9%

建仓

IBTJ ISHARES TR

+$456.8K

20,983

增持

VGIT VANGUARD SCOTTSDALE FDS

+$455.0K

77,062 +8%

增持

RFI COHEN & STEERS TOTAL RETURN

+$454.0K

50,000 +285%

增持

HY HYSTER-YALE INC

-$445.0K

10,340 +15%

增持

SHEL SHELL PLC

+$441.9K

23,514 +15%

减持

GOOGL ALPHABET INC

-$438.0K

11,475 -2%

建仓

— SKECHERS U S A INC

+$425.9K

7,500

减持

GDX VANECK ETF TRUST

+$414.1K

403,552 -25%

增持

ECL ECOLAB INC

+$408.3K

18,398 +1%

增持

IEFA ISHARES TR

+$401.7K

33,754 +10%

增持

VTI VANGUARD INDEX FDS

-$375.4K

33,016 +1%

减持

SFY TIDAL ETF TR

-$359.6K

5,940 -33%

清仓

WSC WILLSCOT HLDGS CORP

-$343.9K

0 -100%

建仓

— PALO ALTO NETWORKS INC

+$341.3K

2,000

增持

BND VANGUARD BD INDEX FDS

+$340.6K

9,399 +93%

增持

— MEDTRONIC PLC

+$331.6K

22,551 +6%

减持

SYF SYNCHRONY FINANCIAL

-$323.6K

23,600 -2%

减持

RAND RAND CAP CORP

-$314.7K

14,000 -53%

增持

KLAC KLA CORP

+$314.7K

5,319 +2%

增持

BSCT INVESCO EXCH TRD SLF IDX FD

+$300.9K

579,822 +2%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$298.4K

150,794 +1%

增持

PPLI IAC INC

+$275.4K

33,650 +14%

减持

EQIX EQUINIX INC

-$271.2K

1,757 -3%

增持

PI IMPINJ INC

+$270.0K

5,700 +235%

减持

GEM GOLDMAN SACHS ETF TR

-$265.7K

42,894 -19%

增持

IVOV VANGUARD ADMIRAL FDS INC

+$263.9K

9,210 +51%

清仓

DOW DOW INC

-$262.4K

0 -100%

建仓

VCRM VANGUARD MUN BD FDS

+$261.0K

3,516

减持

QCOM QUALCOMM INC

-$255.7K

149,580 -1%

增持

VCIT VANGUARD SCOTTSDALE FDS

+$254.4K

122,217 +1%

减持

MRK MERCK & CO INC

-$252.3K

16,668 -5%

减持

WEN WENDYS CO

-$251.4K

41,684 -21%

减持

OUNZ VANECK MERK GOLD ETF

-$249.7K

15,080 -46%

建仓

— SPOTIFY TECHNOLOGY S A

+$244.8K

445

减持

J JACOBS SOLUTIONS INC

-$243.9K

13,915 -3%

清仓

SON SONOCO PRODS CO

-$241.8K

0 -100%

清仓

VONG VANGUARD SCOTTSDALE FDS

-$241.1K

0 -100%

减持

— UNILEVER PLC

+$219.8K

107,787 -1%

减持

— FERRARI N V

-$217.3K

500 -51%

建仓

— CAPRI HOLDINGS LIMITED

+$215.1K

10,900

建仓

HUM HUMANA INC

+$210.1K

794

增持

IMTM ISHARES TR

+$206.1K

76,889 +0%

增持

COP CONOCOPHILLIPS

+$205.2K

14,811 +9%

建仓

MCK MCKESSON CORP

+$201.9K

300

建仓

NFLX NETFLIX INC

+$200.5K

215

增持

RSP INVESCO EXCHANGE TRADED FD T

+$194.9K

169,427 +2%

增持

COLD AMERICOLD REALTY TRUST INC

+$183.2K

21,000 +68%

减持

BLDR BUILDERS FIRSTSOURCE INC

-$179.8K

9,200 -1%

增持

GE GE AEROSPACE

+$177.8K

2,829 +21%

增持

VLGEA VILLAGE SUPER MKT INC

+$175.5K

16,194 +17%

增持

XRNPX COHEN & STEERS REIT & PFD &

+$171.1K

49,800 +12%

减持

MET METLIFE INC

-$171.0K

63,492 -1%

增持

ITW ILLINOIS TOOL WKS INC

+$168.6K

18,230 +6%

建仓

MPA BLACKROCK MUNIYIELD PA QLTY

+$168.2K

15,000

增持

VTV VANGUARD INDEX FDS

+$156.5K

4,579 +22%

减持

GIS GENERAL MLS INC

-$156.1K

19,360 -6%

减持

VSS VANGUARD INTL EQUITY INDEX F

-$154.0K

16,626 -8%

建仓

MQY BLACKROCK MUNIYILD QULT FD I

+$152.2K

13,000

建仓

— PARAMOUNT GLOBAL

+$149.5K

12,500

减持

VWO VANGUARD INTL EQUITY INDEX F

-$149.0K

44,544 -9%

减持

BAC BANK AMERICA CORP

-$131.2K

50,469 -1%

减持

IEMG ISHARES INC

-$128.8K

25,306 -12%

增持

NEAR ISHARES U S ETF TR

+$124.3K

29,981 +8%

清仓

SABA SABA CAPITAL INCOME & OPPORT

-$122.3K

0 -100%

减持

AVDV AMERICAN CENTY ETF TR

+$120.6K

28,049 -1%

建仓

— GULF IS FABRICATION INC

+$115.3K

17,856

减持

PFE PFIZER INC

-$115.1K

40,995 -6%

减持

EFAV ISHARES TR

+$113.3K

18,493 -2%

减持

VEA VANGUARD TAX-MANAGED FDS

-$113.3K

60,583 -9%

建仓

— BLACKROCK CALIF MUN INCOME T

+$109.8K

10,000

增持

PSX PHILLIPS 66

+$109.2K

2,775 +35%

清仓

— CHARGEPOINT HOLDINGS INC

-$107.1K

0 -100%

减持

WMT WALMART INC

-$101.3K

11,347 -7%

减持

PFF ISHARES TR

-$100.6K

48,685 -4%

减持

ENB ENBRIDGE INC

+$98.2K

54,457 -0%

增持

SO SOUTHERN CO

+$96.5K

3,627 +26%

增持

PGX INVESCO EXCH TRADED FD TR II

+$88.2K

68,977 +16%

建仓

NUV NUVEEN MUN VALUE FD INC

+$87.7K

10,000

增持

BDJ BLACKROCK ENHANCED EQUITY DI

+$86.5K

42,662 +26%

增持

FPE FIRST TR EXCH TRADED FD III

+$86.5K

18,200 +38%

减持

UNH UNITEDHEALTH GROUP INC

+$84.4K

7,574 -1%

减持

LNG CHENIERE ENERGY INC

+$79.8K

10,025 -4%

增持

DOC HEALTHPEAK PROPERTIES INC

+$79.0K

36,979 +12%

减持

INTC INTEL CORP

+$77.4K

30,600 -1%

增持

VZ VERIZON COMMUNICATIONS INC

+$74.1K

10,136 +5%

减持

LIT GLOBAL X FDS

-$71.6K

15,550 -6%

增持

ICSH ISHARES TR

+$71.5K

111,414 +1%

增持

PEG PUBLIC SVC ENTERPRISE GRP IN

+$71.3K

6,188 +19%

增持

BBWI BATH & BODY WORKS INC

+$70.8K

13,650 +54%