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
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 141 项
建仓 1
增持 3
减持 133
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.9M
57,439
-6%
减持
SMTH
ALPS ETF TR
-$1.6M
4,480,300
-1%
减持
IVV
ISHARES TR
-$1.6M
100,153
-3%
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
AAPL
APPLE INC
-$1.3M
184,424
-3%
减持
IBDU
ISHARES TR
-$1.2M
3,540,014
-1%
减持
VO
VANGUARD INDEX FDS
-$740.4K
75,559
-4%
减持
DCRE
DOUBLELINE ETF TRUST
-$621.3K
843,367
-1%
清仓
SFY
TIDAL ETF TR
-$605.4K
0
-100%
减持
MSFT
MICROSOFT CORP
-$578.1K
110,066
-1%
减持
GLW
CORNING INC
-$529.0K
907,714
-1%
减持
COST
COSTCO WHSL CORP NEW
-$435.1K
212
-68%
清仓
HY
HYSTER-YALE INC
-$429.5K
0
-100%
减持
AZO
AUTOZONE INC
-$427.0K
1,748
-6%
减持
TXN
TEXAS INSTRS INC
-$421.9K
119,221
-2%
减持
GLD
SPDR GOLD TR
-$414.9K
61,453
-2%
减持
AMGN
AMGEN INC
-$388.8K
38,443
-3%
减持
IBDR
ISHARES TR
-$380.6K
1,092,999
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$374.7K
71,040
-2%
减持
JPM
JPMORGAN CHASE & CO.
-$361.8K
117,539
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$341.3K
3,320
+152%
清仓
—
PALO ALTO NETWORKS INC
-$341.3K
0
-100%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$337.5K
1,223,903
-1%
减持
QUAL
ISHARES TR
-$310.8K
70,947
-2%
减持
GDX
VANECK ETF TRUST
-$307.0K
396,873
-2%
建仓
WSC
WILLSCOT HLDGS CORP
+$285.8K
10,281
增持
SBUX
STARBUCKS CORP
+$284.5K
5,735
+102%
减持
QCOM
QUALCOMM INC
-$271.8K
147,811
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$271.2K
57,279
-1%
减持
JNJ
JOHNSON & JOHNSON
-$266.0K
25,155
-6%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$239.2K
168,046
-1%
减持
OPLN
OPENLANE INC
-$232.6K
755,891
-2%
减持
AMZN
AMAZON COM INC
-$226.6K
80,957
-1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$225.3K
84,201
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$224.2K
7,146
-6%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$221.1K
147,993
-2%
减持
IBDS
ISHARES TR
-$218.2K
27,927
-24%
清仓
BN
BROOKFIELD CORP
-$216.5K
0
-100%
减持
CRM
SALESFORCE INC
-$206.4K
51,844
-1%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$205.1K
355,433
-2%
减持
NVDA
NVIDIA CORPORATION
-$200.5K
138,379
-1%
减持
COLD
AMERICOLD REALTY TRUST INC
-$182.4K
12,500
-40%
减持
COHR
COHERENT CORP
-$177.6K
117,960
-2%
减持
AVY
AVERY DENNISON CORP
-$175.7K
117,807
-1%
减持
ITW
ILLINOIS TOOL WKS INC
-$155.0K
17,605
-3%
减持
LEN
LENNAR CORP
-$149.2K
59,768
-2%
减持
BSCT
INVESCO EXCH TRD SLF IDX FD
-$148.7K
571,796
-1%
减持
MET
METLIFE INC
-$148.5K
61,642
-3%
减持
FSK
FS KKR CAP CORP
-$141.8K
653,845
-1%
减持
WMT
WALMART INC
-$140.5K
9,747
-14%
减持
CBRE
CBRE GROUP INC
-$130.8K
5,760
-15%
减持
—
JOHNSON CTLS INTL PLC
-$129.5K
225,740
-1%
减持
WD
WALKER & DUNLOP INC
-$123.5K
54,118
-3%
减持
NKE
NIKE INC
-$120.5K
58,022
-3%
减持
VTI
VANGUARD INDEX FDS
-$116.5K
32,592
-1%
增持
NTR
NUTRIEN LTD
+$110.7K
29,740
+8%
减持
AXP
AMERICAN EXPRESS CO
-$107.6K
2,663
-13%
减持
—
EXXON MOBIL CORP
-$107.0K
58,023
-2%
减持
DIS
DISNEY WALT CO
-$101.2K
37,983
-3%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$93.4K
413,094
-1%
减持
TSEL
TOUCHSTONE ETF TRUST
-$93.0K
266,659
-2%
减持
ECL
ECOLAB INC
-$83.4K
18,069
-2%
减持
DSTL
ETF SER SOLUTIONS
-$82.9K
5,817
-21%
减持
XYL
XYLEM INC
-$79.7K
6,030
-10%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$79.2K
121,248
-1%
减持
BND
VANGUARD BD INDEX FDS
-$62.1K
8,553
-9%
减持
GOOG
ALPHABET INC
-$56.2K
10,983
-3%
减持
PG
PROCTER AND GAMBLE CO
-$55.7K
4,074
-7%
减持
SYF
SYNCHRONY FINANCIAL
-$52.9K
22,600
-4%
减持
KLAC
KLA CORP
-$51.7K
5,243
-1%
减持
SPGI
S&P GLOBAL INC
-$50.8K
680
-13%
减持
J
JACOBS SOLUTIONS INC
-$48.4K
13,515
-3%
减持
MTB
M & T BK CORP
-$46.3K
1,326
-16%
减持
VBR
VANGUARD INDEX FDS
-$42.7K
44,932
-1%
减持
TER
TERADYNE INC
-$42.1K
4,225
-11%
减持
CVX
CHEVRON CORP NEW
-$38.6K
34,792
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$36.2K
3,187
-13%
减持
—
UNILEVER PLC
-$32.0K
107,249
-0%
减持
ICSH
ISHARES TR
-$31.6K
110,790
-1%
减持
COP
CONOCOPHILLIPS
-$31.5K
14,511
-2%
减持
PSTG
PURE STORAGE INC
-$31.0K
62,000
-1%
减持
GOOGL
ALPHABET INC
-$30.9K
11,275
-2%
减持
MTUM
ISHARES TR
-$30.3K
30,896
-0%
减持
MFIC
MIDCAP FINANCIAL INVSTMNT CO
-$29.7K
41,834
-5%
减持
KO
COCA COLA CO
-$28.6K
6,300
-6%
减持
SENEA
SENECA FOODS CORP NEW
-$26.7K
34,350
-1%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$26.6K
76,614
-1%
减持
LLY
ELI LILLY & CO
-$24.8K
45,084
-0%
减持
UMH
UMH PPTYS INC
-$22.4K
84,850
-1%
减持
PPT
PUTNAM PREMIER INCOME TR
-$21.7K
125,700
-5%
减持
PPLI
IAC INC
-$20.7K
33,200
-1%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$20.4K
35,968
-3%
减持
XFRAX
BLACKROCK FLOATING RATE INCO
-$19.4K
45,355
-3%
减持
—
AIR LEASE CORP
-$19.3K
31,950
-1%
减持
EUSA
ISHARES INC
-$18.7K
16,530
-1%
减持
—
MEDTRONIC PLC
-$18.0K
22,351
-1%
减持
—
ALBEMARLE CORP
-$17.8K
46,500
-1%
减持
VTV
VANGUARD INDEX FDS
-$17.3K
4,479
-2%
减持
MRP
MILLROSE PPTYS INC
-$17.2K
27,991
-2%
减持
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
-$16.1K
57,850
-3%
减持
BNY
BANK NEW YORK MELLON CORP
-$15.8K
14,577
-1%
减持
IMTM
ISHARES TR
-$15.6K
76,499
-1%
减持
EFV
ISHARES TR
-$15.6K
41,298
-1%
减持
FCT
FIRST TR SR FLTG RATE INCOME
-$15.2K
80,600
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$14.2K
60,304
-0%
减持
XEFRX
EATON VANCE SR FLTNG RTE TR
-$12.3K
25,700
-4%
减持
RWT
REDWOOD TRUST INC
-$12.1K
60,900
-3%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$11.7K
16,525
-1%
减持
O
REALTY INCOME CORP
-$11.6K
51,250
-0%
减持
XRNPX
COHEN & STEERS REIT & PFD &
-$11.0K
49,300
-1%
减持
USMV
ISHARES TR
-$11.0K
18,467
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$10.9K
44,303
-1%
减持
AVDV
AMERICAN CENTY ETF TR
-$10.5K
27,898
-1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$10.2K
14,950
-2%
减持
REGN
REGENERON PHARMACEUTICALS
-$10.1K
5,123
-0%
减持
GEM
GOLDMAN SACHS ETF TR
-$10.1K
42,591
-1%
减持
MERC
MERCER INTL INC
-$9.2K
119,400
-1%
减持
INTC
INTEL CORP
-$9.1K
30,200
-1%
减持
EFAV
ISHARES TR
-$8.9K
18,379
-1%
减持
WBD
WARNER BROS DISCOVERY INC
-$8.4K
50,383
-2%
减持
HD
HOME DEPOT INC
-$8.1K
2,245
-1%
减持
IQLT
ISHARES TR
-$7.8K
37,744
-1%
减持
PFN
PIMCO INCOME STRATEGY FD II
-$7.5K
26,400
-4%
减持
WEN
WENDYS CO
-$7.3K
41,184
-1%
减持
AMTM
AMENTUM HOLDINGS INC
-$7.3K
12,634
-3%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$6.9K
41,862
-2%
减持
REFR
RESEARCH FRONTIERS INC
-$4.5K
112,800
-3%
减持
BWA
BORGWARNER INC
-$4.3K
10,275
-1%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$4.3K
273,921
-0%
减持
FLG
FLAGSTAR FINANCIAL INC
-$3.9K
19,292
-2%
减持
NEAR
ISHARES U S ETF TR
-$3.2K
29,919
-0%
减持
CSCO
CISCO SYS INC
-$3.1K
20,253
-0%
减持
LOAN
MANHATTAN BRDG CAP INC
-$3.0K
215,285
-0%
减持
IEFA
ISHARES TR
-$2.2K
33,725
-0%
减持
IJR
ISHARES TR
-$1.7K
20,845
-0%
减持
DFIC
DIMENSIONAL ETF TRUST
-$1.6K
19,070
-0%
减持
IBTJ
ISHARES TR
-$1.6K
20,911
-0%
减持
IEMG
ISHARES INC
-$1.6K
25,277
-0%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$1.3K
68,857
-0%
减持
EEMV
ISHARES INC
-$1.3K
5,504
-0%
减持
OUNZ
VANECK MERK GOLD ETF
-$935
15,049
-0%
减持
ICLN
ISHARES TR
-$640
32,452
-0%
