Shufro Rose & Co LLC 13F 持仓 · 2026年Q2
Shufro Rose & Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 311 只证券，申报市值合计 17.41 亿美元。前几大持仓：IBDU（11.53%）、GLW（8.23%）、SMTH（7.83%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IBDU | ISHARES TR | $200.8M | 11.53% | 8.7M | 增持 |
| 2 | GLW | CORNING INC | $143.4M | 8.23% | 561,262 | 减持 |
| 3 | SMTH | ALPS ETF TR | $136.4M | 7.83% | 5.3M | 增持 |
| 4 | DCRE | DOUBLELINE ETF TRUST | $81.3M | 4.67% | 1.6M | 增持 |
| 5 | IVV | ISHARES TR | $65.9M | 3.78% | 87,982 | 增持 |
| 6 | AAPL | APPLE INC | $57.1M | 3.28% | 197,318 | 减持 |
| 7 | LLY | ELI LILLY & CO | $53.9M | 3.10% | 44,944 | 持平 |
| 8 | VO | VANGUARD INDEX FDS | $41.6M | 2.39% | 515,810 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $41.2M | 2.37% | 110,520 | 减持 |
| 10 | COHR | COHERENT CORP | $37.8M | 2.17% | 95,806 | 减持 |
| 11 | TXN | TEXAS INSTRS INC | $36.3M | 2.09% | 121,817 | 减持 |
| 12 | JPM | JPMORGAN CHASE & CO | $35.9M | 2.06% | 109,595 | 减持 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $34.5M | 1.98% | 69,045 | 减持 |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $32.9M | 1.89% | 154,808 | 减持 |
| 15 | VOO | VANGUARD INDEX FDS | $29.2M | 1.68% | 42,506 | 增持 |
| 16 | TMO | THERMO FISHER SCIENTIFIC INC | $28.8M | 1.65% | 57,444 | 减持 |
| 17 | QCOM | QUALCOMM INC | $28.0M | 1.61% | 150,146 | 减持 |
| 18 | BSCU | INVESCO EXCH TRD SLF IDX FD | $25.7M | 1.47% | 1.5M | 新建仓 |
| 19 | OUNZ | VANECK MERK GOLD ETF | $23.9M | 1.37% | 619,787 | 增持 |
| 20 | GLD | SPDR GOLD TR | $23.0M | 1.32% | 62,443 | 增持 |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $20.6M | 1.18% | 73,358 | 减持 |
| 22 | AVY | AVERY DENNISON CORP | $19.6M | 1.13% | 120,878 | 减持 |
| 23 | AMZN | AMAZON COM INC | $19.6M | 1.12% | 82,088 | 减持 |
| 24 | TSEL | TOUCHSTONE ETF TRUST | $18.9M | 1.09% | 640,970 | 增持 |
| 25 | QUAL | ISHARES TR | $18.5M | 1.06% | 84,337 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR