13F 机构持仓

SHUFRO ROSE & CO LLC

NEW YORK NY · SEC CIK 0000908195

2026Q22026Q1 更早 9 个季度 🔒
$17.41亿2026Q2 申报市值
315持仓数
49.4%前十大占比 · 第一大 11.5%
25 / 19新建仓 / 清仓
申报市值走势$17.41亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IBDU 11.5%
GLW 8.2%
SMTH 7.8%
DCRE 4.7%
IVV 3.8%
AAPL 3.3%
LLY 3.1%
VO 2.4%
MSFT 2.4%
COHR 2.2%

2026Q2 买入最多 按季末市值估算

IBDU 加仓+$1.09亿
BSCU 新建仓+$2,567.37万
OUNZ 加仓+$1,029.14万
SMTH 加仓+$497.13万
IBDV 加仓+$346.40万

2026Q2 卖出最多 按季末市值估算

IBDR 减仓-$2,951.62万
BSCQ 减仓-$1,202.57万
GLW 减仓-$1,181.90万
GDX 减仓-$1,180.64万
CRM 减仓-$349.84万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— NUVEEN NY DIVI ADV $31.67万0.02%27,000 00.0% — 不变
HD HOME DEPOT INC $31.92万0.02%905 -730-44.6% -$25.75万 减仓
AJG GALLAGHER ARTHUR J & CO $32.14万0.02%1,400 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $32.60万0.02%5,462 00.0% — 不变
PRU PRUDENTIAL FINL INC $32.76万0.02%3,035 351.2% $3,778 加仓
VZ VERIZON COMMUNICATIONS INC $33.00万0.02%7,794 -306-3.8% -$1.30万 减仓
PANW PALO ALTO NETWORKS INC 看跌期权 $34.10万0.02%1,000 1,000— $34.10万 新建仓
SONY SONY GROUP CORP $34.60万0.02%17,246 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $35.38万0.02%6,140 4407.7% $2.54万 加仓
ORCL ORACLE CORP $35.48万0.02%2,421 502.1% $7,328 加仓
DFIV DIMENSIONAL ETF TRUST $36.94万0.02%6,838 00.0% — 不变
IWF ISHARES TR $37.41万0.02%3,013 -163-5.1% -$2.02万 减仓
MFIC MIDCAP FINANCIAL INVSTMNT CO $37.57万0.02%37,267 00.0% — 不变
MTB M & T BK CORP $37.72万0.02%1,585 00.0% — 不变
INGR Ingredion Inc $37.88万0.02%4,000 00.0% — 不变
MUNI PIMCO ETF TR $38.05万0.02%7,234 7,234— $38.05万 新建仓
— BLACKSTONE SENI FLTN RAT 202 $38.59万0.02%29,800 00.0% — 不变
ACHR ARCHER AVIATION INC $39.35万0.02%83,200 -11,300-12.0% -$5.34万 减仓
MLM MARTIN MARIETTA MATLS INC $40.37万0.02%700 00.0% — 不变
PPT PUTNAM PREMIER INCOME TR $40.83万0.02%117,000 00.0% — 不变
XLV SELECT SECTOR SPDR TR $40.84万0.02%2,574 00.0% — 不变
KO COCA COLA CO $40.92万0.02%5,035 -365-6.8% -$2.97万 减仓
HONA HONEYWELL AEROSPACE INC $41.05万0.02%1,857 1,857— $41.05万 新建仓
WFC WELLS FARGO & CO $41.32万0.02%5,000 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $41.58万0.02%950 -1,500-61.2% -$65.65万 减仓
HON HONEYWELL INTL INC $41.58万0.02%1,857 -1,862-50.1% -$41.69万 减仓
XBI SPDR SERIES TRUST $41.94万0.02%2,650 00.0% — 不变
OLN OLIN CORP $42.07万0.02%21,225 00.0% — 不变
VLGEA VILLAGE SUPER MKT INC $42.18万0.02%10,000 -2,500-20.0% -$10.54万 减仓
XLP SELECT SECTOR SPDR TR $42.24万0.02%5,085 00.0% — 不变
BLW BLACKROCK LTD DURATION INCOM $42.65万0.02%34,150 00.0% — 不变
IBDS ISHARES TR $42.94万0.02%17,730 -442-2.4% -$1.07万 减仓
BA BOEING CO $43.29万0.02%2,000 -600-23.1% -$12.99万 减仓
BDJ BLACKROCK ENHANCED EQUITY DI $43.89万0.03%45,862 00.0% — 不变
— ATKORE INC $44.10万0.03%5,800 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $44.20万0.03%900 00.0% — 不变
CNH CNH INDL N V $45.47万0.03%40,000 15,00060.0% $17.05万 加仓
HY Hyster Yale Inc $45.58万0.03%13,000 00.0% — 不变
NSC NORFOLK SOUTHN CORP $45.93万0.03%1,460 -500-25.5% -$15.73万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $46.94万0.03%5,784 00.0% — 不变
TDW TIDEWATER INC NEW $47.31万0.03%7,100 00.0% — 不变
YUMC YUM CHINA HLDGS INC $47.85万0.03%11,708 00.0% — 不变
— BLACKROCK FLOATING RATE INCO $47.92万0.03%43,600 -7,500-14.7% -$8.24万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $48.34万0.03%1,250 00.0% — 不变
AME AMETEK INC $48.39万0.03%2,000 00.0% — 不变
UHAL/B U HAUL HOLDING COMPANY $49.56万0.03%8,590 00.0% — 不变
BN BROOKFIELD CORP $50.26万0.03%11,800 -1,200-9.2% -$5.11万 减仓
LMT LOCKHEED MARTIN CORP $50.28万0.03%987 10.1% $509 加仓
FOR Forestar Real Estate Group Inc $50.64万0.03%16,000 00.0% — 不变
MDT MEDTRONIC PLC $52.80万0.03%6,749 -12,480-64.9% -$97.63万 减仓
MA MASTERCARD INCORPORATED $53.40万0.03%1,040 -800-43.5% -$41.07万 减仓
VSS VANGUARD INTL EQUITY INDEX F $53.74万0.03%3,483 -250-6.7% -$3.86万 减仓
CSX CSX CORP $54.18万0.03%11,400 00.0% — 不变
HRI HERC HLDGS INC $55.04万0.03%3,840 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $55.04万0.03%2,597 -25-1.0% -$5,299 减仓
MRP MILLROSE PPTYS INC $55.44万0.03%18,451 -2,450-11.7% -$7.36万 减仓
DIS DISNEY WALT CO $56.04万0.03%5,822 -458-7.3% -$4.41万 减仓
V VISA INC $56.26万0.03%1,640 10.1% $343 加仓
— COHEN & STEERS TOTAL RETURN $56.60万0.03%50,000 -7,500-13.0% -$8.49万 减仓
GHC Graham Holdings Co $57.07万0.03%500 00.0% — 不变
T AT&T INC $57.26万0.03%27,664 00.0% — 不变
VV VANGUARD INDEX FDS $57.78万0.03%1,680 00.0% — 不变
SBUX STARBUCKS CORP $58.61万0.03%5,735 5,735— $58.61万 新建仓
ALL ALLSTATE CORP $58.77万0.03%2,470 00.0% — 不变
MMM 3M CO $59.62万0.03%3,682 00.0% — 不变
— FIRST TR SR FLTG RATE INCOME $60.18万0.03%62,300 -10,000-13.8% -$9.66万 减仓
TGT TARGET CORP $61.39万0.04%4,700 00.0% — 不变
IBDR ISHARES TR $62.10万0.04%25,628 -1,218,151-97.9% -$2,951.62万 减仓
PG PROCTER & GAMBLE CO $62.95万0.04%4,293 501.2% $7,332 加仓
XRN CHIRON REAL ESTATE INC $63.45万0.04%16,910 00.0% — 不变
CLX CLOROX CO DEL $65.83万0.04%6,897 00.0% — 不变
CBRE CBRE GROUP INC $66.00万0.04%4,900 00.0% — 不变
BWA BORGWARNER INC $66.40万0.04%10,000 10,000— $66.40万 新建仓
FLDR FIDELITY MERRIMACK STR TR $66.65万0.04%13,300 00.0% — 不变
UNP UNION PAC CORP $66.76万0.04%2,454 -225-8.4% -$6.12万 减仓
DOC HEALTHPEAK PROPERTIES INC $67.01万0.04%31,315 -3,000-8.7% -$6.42万 减仓
OPLN OPENLANE INC $68.24万0.04%22,000 22,000— $68.24万 新建仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $68.34万0.04%66,350 -1,500-2.2% -$1.54万 减仓
CM CANADIAN IMPERIAL BANK OF CO $69.00万0.04%6,000 00.0% — 不变
VMI VALMONT INDS INC $69.31万0.04%1,200 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $69.71万0.04%1,200 -500-29.4% -$29.05万 减仓
MKL Markel Group Inc $70.31万0.04%360 360— $70.31万 新建仓
PI IMPINJ INC $71.61万0.04%5,000 -1,200-19.4% -$17.19万 减仓
KMB KIMBERLY-CLARK CORP $71.83万0.04%6,544 150.2% $1,647 加仓
XYL XYLEM INC $72.05万0.04%6,095 00.0% — 不变
AXP AMERICAN EXPRESS CO $72.45万0.04%2,142 -217-9.2% -$7.34万 减仓
BLDR BUILDERS FIRSTSOURCE INC $72.48万0.04%8,100 -1,000-11.0% -$8.95万 减仓
GEV GE VERNOVA INC $72.49万0.04%617 00.0% — 不变
AFL AFLAC INC $74.78万0.04%6,378 600.9% $7,035 加仓
CAT CATERPILLAR INC $76.03万0.04%714 -31-4.2% -$3.30万 减仓
ASML ASML HLDG NV $79.58万0.05%400 00.0% — 不变
IJH ISHARES TR $79.69万0.05%10,335 -650-5.9% -$5.01万 减仓
USFD US FOODS HLDG CORP $80.37万0.05%7,860 00.0% — 不变
EXPE EXPEDIA GROUP INC $83.80万0.05%3,275 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $84.08万0.05%19,700 19,700— $84.08万 新建仓
SYF SYNCHRONY FINANCIAL $85.18万0.05%11,200 -700-5.9% -$5.32万 减仓
GE GE AEROSPACE $87.04万0.05%2,329 -1,750-42.9% -$65.40万 减仓
BBWI BATH & BODY WORKS INC $87.20万0.05%37,700 1,0002.7% $2.31万 加仓
PGX INVESCO EXCH TRADED FD TR II $88.87万0.05%81,980 -11,835-12.6% -$12.83万 减仓
XLK SELECT SECTOR SPDR TR $89.24万0.05%4,684 00.0% — 不变