13F 机构持仓

SHUFRO ROSE & CO LLC

NEW YORK NY · SEC CIK 0000908195

2026Q22026Q1 更早 9 个季度 🔒
$14.70亿2026Q1 申报市值
307持仓数
43.9%前十大占比 · 第一大 8.9%
15 / 17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

SMTH 8.9%
IBDU 6.3%
GLW 5.6%
DCRE 5.4%
IVV 3.8%
AAPL 3.4%
LLY 2.8%
MSFT 2.8%
GDX 2.5%
VO 2.4%

2026Q1 买入最多 按季末市值估算

OUNZ 加仓+$1,521.43万
SMTH 加仓+$639.61万
IVV 加仓+$592.46万
IBDU 加仓+$402.22万
DCRE 加仓+$362.51万

2026Q1 卖出最多 按季末市值估算

VBR 减仓-$2,512.11万
GLW 减仓-$1,686.34万
CEF 减仓-$1,613.78万
AON 清仓-$352.88万
BSCQ 减仓-$328.57万

2026Q1 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
EFV ISHARES TR $95.93万0.07%12,903 -4,748-26.9% -$35.30万 减仓
MS MORGAN STANLEY $96.54万0.07%5,866 4778.9% $7.85万 加仓
— MANHATTAN BRDG CAP INC $96.91万0.07%217,785 00.0% — 不变
RQI COHEN & STEERS QUALITY INCOM $98.81万0.07%82,000 00.0% — 不变
MU MICRON TECHNOLOGY INC $101.35万0.07%3,000 -300-9.1% -$10.14万 减仓
PGX INVESCO EXCH TRADED FD TR II $102.07万0.07%93,815 1,1781.3% $1.28万 加仓
VEA VANGUARD TAX-MANAGED FDS $102.23万0.07%15,953 -4,455-21.8% -$28.55万 减仓
EEMV ISHARES INC $109.29万0.07%16,883 4712.9% $3.05万 加仓
PFE PFIZER INC $109.82万0.07%39,110 -1,164-2.9% -$3.27万 减仓
JJSF J & J SNACK FOODS CORP $110.03万0.07%13,880 -61-0.4% -$4,835 减仓
QQQ INVESCO QQQ TR $110.45万0.08%1,914 -3-0.2% -$1,731 减仓
IVOV VANGUARD ADMIRAL FDS INC $111.99万0.08%10,985 00.0% — 不变
UMH UMH PPTYS INC $112.77万0.08%78,150 -800-1.0% -$1.15万 减仓
GWW WW GRAINGER INC $114.54万0.08%1,050 00.0% — 不变
GE GE AEROSPACE $115.75万0.08%4,079 1,73874.2% $49.32万 加仓
MYN BLACKROCK MUNIYIELD N Y QUAL $116.06万0.08%120,893 39,89349.3% $38.30万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $116.27万0.08%2,450 -1,450-37.2% -$68.81万 减仓
DE DEERE & CO $119.08万0.08%2,114 1346.8% $7.55万 加仓
XRNPX COHEN & STEERS REIT & PFD & $122.51万0.08%62,000 8,00014.8% $15.81万 加仓
CSCO CISCO SYS INC $123.97万0.08%15,978 -1,050-6.2% -$8.15万 减仓
BNY BANK NEW YORK MELLON CORP $125.21万0.09%10,555 -800-7.0% -$9.49万 减仓
USMV ISHARES TR $125.38万0.09%13,519 -1,230-8.3% -$11.41万 减仓
UNH UNITEDHEALTH GROUP INC $130.08万0.09%4,807 -215-4.3% -$5.82万 减仓
WMT WALMART INC $136.04万0.09%10,947 -34-0.3% -$4,225 减仓
RTX RTX CORPORATION $137.90万0.09%7,149 -100-1.4% -$1.93万 减仓
BSCR INVESCO EXCH TRD SLF IDX FD $138.73万0.09%70,688 00.0% — 不变
PPLI IAC INC $141.71万0.10%35,400 -2,000-5.3% -$8.01万 减仓
AVGO BROADCOM INC $142.37万0.10%4,600 -445-8.8% -$13.77万 减仓
ALK ALASKA AIR GROUP INC $142.71万0.10%38,800 15,10063.7% $55.54万 加仓
COP CONOCOPHILLIPS $147.84万0.10%11,200 -700-5.9% -$9.24万 减仓
LRCX LAM RESEARCH CORP $149.56万0.10%7,000 00.0% — 不变
AVES AMERICAN CENTY ETF TR $150.57万0.10%25,103 1,7137.3% $10.27万 加仓
NTR NUTRIEN LTD $151.07万0.10%20,020 -2,243-10.1% -$16.93万 减仓
EQIX EQUINIX INC $159.49万0.11%1,627 684.4% $6.67万 加仓
WD WALKER & DUNLOP INC $161.31万0.11%36,347 -2,634-6.8% -$11.69万 减仓
SHEL SHELL PLC $163.22万0.11%17,550 00.0% — 不变
EUSA ISHARES INC $165.22万0.11%16,235 -200-1.2% -$2.04万 减仓
J JACOBS SOLUTIONS INC $166.23万0.11%13,060 -297-2.2% -$3.78万 减仓
MDT MEDTRONIC PLC $166.62万0.11%19,229 -871-4.3% -$7.55万 减仓
FLOT ISHARES TR $168.13万0.11%33,000 15,70090.8% $79.99万 加仓
NEAR ISHARES U S ETF TR $168.24万0.11%33,096 4571.4% $2.32万 加仓
MRK MERCK & CO INC $170.78万0.12%14,197 -183-1.3% -$2.20万 减仓
MPC MARATHON PETE CORP $173.80万0.12%7,118 -100-1.4% -$2.44万 减仓
YUM YUM BRANDS INC $182.04万0.12%11,708 00.0% — 不变
PFF ISHARES TR $183.97万0.13%60,675 11,04022.2% $33.47万 加仓
REGN REGENERON PHARMACEUTICALS 看跌期权 $193.16万0.13%2,500 00.0% — 重新持有
REGN REGENERON PHARMACEUTICALS $200.76万0.14%2,598 -2,537-49.4% -$196.04万 减仓
— PERMA-PIPE INTL HLDGS INC $208.67万0.14%70,000 00.0% — 不变
VRSK VERISK ANALYTICS INC $209.71万0.14%11,052 -29-0.3% -$5,503 减仓
GOOG ALPHABET INC $210.90万0.14%7,352 -1,327-15.3% -$38.07万 减仓
BAC BANK AMERICA CORP $221.29万0.15%45,393 8281.9% $4.04万 加仓
KDP KEURIG DR PEPPER INC $233.81万0.16%88,800 9,70012.3% $25.54万 加仓
ENB ENBRIDGE INC $235.69万0.16%43,534 -3,550-7.5% -$19.22万 减仓
IEMG ISHARES INC $237.62万0.16%34,067 5881.8% $4.10万 加仓
EFAV ISHARES TR $238.31万0.16%26,082 5752.3% $5.25万 加仓
DFEM DIMENSIONAL ETF TRUST $246.61万0.17%71,378 9,03914.5% $31.23万 加仓
IBDV ISHARES TR $253.28万0.17%115,706 115,706— $253.28万 新建仓
AVIV AMERICAN CENTY ETF TR $265.72万0.18%35,510 3,38210.5% $25.31万 加仓
LNG CHENIERE ENERGY INC $280.92万0.19%9,900 -25-0.3% -$7,094 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $287.26万0.20%4 4— $287.26万 新建仓
GSLC GOLDMAN SACHS ETF TR $289.15万0.20%23,108 -100-0.4% -$1.25万 减仓
NKE NIKE INC $290.38万0.20%54,975 -544-1.0% -$2.87万 减仓
MET METLIFE INC $291.57万0.20%41,228 -1,625-3.8% -$11.49万 减仓
IJR ISHARES TR $309.50万0.21%24,897 6202.6% $7.71万 加仓
NYT NEW YORK TIMES CO MTN BE $311.18万0.21%37,165 00.0% — 不变
O REALTY INCOME CORP $315.38万0.21%51,550 500.1% $3,059 加仓
GOOGL ALPHABET INC $337.08万0.23%11,722 -102-0.9% -$2.93万 减仓
IEFA ISHARES TR $337.20万0.23%37,248 -37-0.1% -$3,350 减仓
AVDV AMERICAN CENTY ETF TR $338.21万0.23%33,868 1620.5% $1.62万 加仓
NVDA NVIDIA CORPORATION $351.37万0.24%20,147 8304.3% $14.48万 加仓
SGOV ISHARES TR $358.64万0.24%35,629 22,353168.4% $225.01万 重新持有
PANW PALO ALTO NETWORKS INC $374.04万0.25%23,331 22,0111,667.5% $352.88万 加仓
ITW ILLINOIS TOOL WKS INC $382.99万0.26%14,714 -690-4.5% -$17.96万 减仓
PEP PEPSICO INC $399.19万0.27%25,706 -714-2.7% -$11.09万 减仓
P EVERPURE INC $406.49万0.28%68,850 10,30017.6% $60.81万 加仓
IMTM ISHARES TR $411.59万0.28%85,713 1,4861.8% $7.14万 加仓
SENEA SENECA FOODS CORP NEW $439.76万0.30%29,100 -2,000-6.4% -$30.22万 减仓
JNJ JOHNSON & JOHNSON $486.00万0.33%19,882 -4,375-18.0% -$106.94万 减仓
AZO AUTOZONE INC $493.49万0.34%1,461 -61-4.0% -$20.60万 减仓
LEN LENNAR CORP $512.37万0.35%59,002 -597-1.0% -$5.18万 减仓
UL UNILEVER PLC $521.41万0.35%91,523 1630.2% $9,286 加仓
ECL ECOLAB INC $561.32万0.38%21,101 1120.5% $2.98万 加仓
DFIC DIMENSIONAL ETF TRUST $581.02万0.40%163,529 21,04914.8% $74.79万 加仓
ICSH ISHARES TR $607.93万0.41%120,098 -6,172-4.9% -$31.24万 减仓
CVX CHEVRON CORPORATION $624.62万0.42%30,189 -1,365-4.3% -$28.24万 减仓
KLAC KLA CORP $707.22万0.48%4,803 -49-1.0% -$7.22万 减仓
MTUM ISHARES TR $792.15万0.54%33,008 4451.4% $10.68万 加仓
— EXXON MOBIL CORP $825.21万0.56%48,639 -703-1.4% -$11.93万 减仓
VGSH VANGUARD SCOTTSDALE FDS $849.75万0.58%145,157 7,5075.5% $43.95万 加仓
CRM SALESFORCE INC $870.28万0.59%46,621 -2,308-4.7% -$43.08万 减仓
VGIT VANGUARD SCOTTSDALE FDS $909.62万0.62%152,749 2,9692.0% $17.68万 加仓
VBR VANGUARD INDEX FDS $976.88万0.66%44,966 -115,633-72.0% -$2,512.11万 减仓
VCIT VANGUARD SCOTTSDALE FDS $1,154.96万0.79%139,572 1,6401.2% $13.57万 加仓
VTI VANGUARD INDEX FDS $1,225.06万0.83%38,187 1,5434.2% $49.50万 加仓
AMGN AMGEN INC $1,302.22万0.89%37,011 -701-1.9% -$24.66万 减仓
VCSH VANGUARD SCOTTSDALE FDS $1,318.50万0.90%166,330 2,5251.5% $20.02万 加仓
JCI JOHNSON CONTROLS INTERNATION $1,354.58万0.92%103,441 -1,964-1.9% -$25.72万 减仓
— TOUCHSTONE ETF TRUST $1,431.79万0.97%579,154 120,28826.2% $297.38万 加仓
QUAL ISHARES TR $1,576.83万1.07%82,208 5,4447.1% $104.42万 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $1,587.57万1.08%850,769 18,2972.2% $34.14万 加仓