SouthState Bank Corp
Winter Haven FL · SEC CIK 0000764038
$23.97亿2026Q2 申报市值
1,313持仓数
29.4%前十大占比 · 第一大 5.4%
100 / 78新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 加仓+$1,220.83万
IVV 加仓+$1,063.94万
SPHQ 加仓+$1,060.04万
VCSH 加仓+$1,003.78万
LLY 加仓+$976.82万
2026Q2 卖出最多 按季末市值估算
SONY 减仓-$769.61万
NOBL 减仓-$602.98万
ADBE 减仓-$589.84万
ROP 减仓-$532.56万
ZS 减仓-$413.65万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.30亿 | 5.41% | 448,394 | 3,518 | 0.8% | $101.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $9,533.01万 | 3.98% | 255,563 | -1,169 | -0.5% | -$43.61万 | 减仓 |
| AVGO | BROADCOM INC | $8,239.75万 | 3.44% | 218,127 | 998 | 0.5% | $37.70万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $6,638.96万 | 2.77% | 88,651 | 14,207 | 19.1% | $1,063.94万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $6,167.11万 | 2.57% | 123,246 | -3,423 | -2.7% | -$171.28万 | 减仓 |
| GOOG | ALPHABET INC CL C | $5,733.56万 | 2.39% | 162,272 | 5,223 | 3.3% | $184.54万 | 加仓 |
| V | VISA INC | $5,585.01万 | 2.33% | 162,785 | 6,866 | 4.4% | $235.57万 | 加仓 |
| JPM | JP MORGAN CHASE & CO | $5,563.73万 | 2.32% | 169,973 | 3,735 | 2.2% | $122.26万 | 加仓 |
| PHYS | SPROTT PHYSICAL GOLD TRUST | $4,981.48万 | 2.08% | 1,651,138 | -84,299 | -4.9% | -$254.33万 | 减仓 |
| AMZN | AMAZON.COM INC | $4,964.48万 | 2.07% | 208,294 | 7,420 | 3.7% | $176.85万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4,076.14万 | 1.70% | 35,313 | -1,186 | -3.2% | -$136.90万 | 减仓 |
| MA | MASTERCARD INC-A | $3,962.68万 | 1.65% | 77,155 | -1,760 | -2.2% | -$90.39万 | 减仓 |
| RMOP | ROCKEFELLER OPPORTUNISTIC MUNI | $3,598.66万 | 1.50% | 1,409,240 | 362,235 | 34.6% | $925.01万 | 加仓 |
| PH | PARKER HANNIFIN CORP COM | $3,511.35万 | 1.46% | 35,899 | 278 | 0.8% | $27.19万 | 加仓 |
| SHY | ISHARES BARCLAYS 1-3 YEAR TR E | $3,194.16万 | 1.33% | 389,010 | 1,378 | 0.4% | $11.31万 | 加仓 |
| WMT | WALMART INC | $3,067.09万 | 1.28% | 270,801 | 4,905 | 1.8% | $55.55万 | 加仓 |
| VLO | VALERO ENERGY CORP | $3,063.69万 | 1.28% | 117,635 | 2,011 | 1.7% | $52.37万 | 加仓 |
| TJX | TJX COMPANIES | $3,020.53万 | 1.26% | 199,375 | 1,864 | 0.9% | $28.24万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,811.96万 | 1.17% | 343,173 | -13,969 | -3.9% | -$114.46万 | 减仓 |
| VCSH | VANGUARD SHORT TERM CORP BOND | $2,783.82万 | 1.16% | 352,248 | 127,012 | 56.4% | $1,003.78万 | 加仓 |
| ROK | ROCKWELL AUTOMATION, INC | $2,690.71万 | 1.12% | 54,349 | -53 | -0.1% | -$2.62万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,656.01万 | 1.11% | 302,610 | 14,808 | 5.1% | $129.97万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPREC ETF | $2,612.62万 | 1.09% | 110,414 | -1,121 | -1.0% | -$26.53万 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $2,453.71万 | 1.02% | 272,332 | 117,652 | 76.1% | $1,060.04万 | 加仓 |
| LLY | ELI LILLY & CO. | $2,399.46万 | 1.00% | 20,005 | 8,144 | 68.7% | $976.82万 | 加仓 |
| ORCL | ORACLE CORPORATION COM | $2,380.18万 | 0.99% | 162,414 | -9,081 | -5.3% | -$133.08万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $2,378.71万 | 0.99% | 25,428 | 58 | 0.2% | $5.43万 | 加仓 |
| JMST | J.P. MORGAN EXCHANGE-TRADED FU | $2,378.51万 | 0.99% | 466,374 | 139,118 | 42.5% | $709.50万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $2,329.55万 | 0.97% | 65,186 | 3,044 | 4.9% | $108.78万 | 加仓 |
| KO | COCA COLA CO | $2,135.67万 | 0.89% | 262,787 | -5,875 | -2.2% | -$47.75万 | 减仓 |
| CB | CHUBB LTD ADR | $2,032.11万 | 0.85% | 59,638 | 1,636 | 2.8% | $55.75万 | 加仓 |
| HD | HOME DEPOT INC | $2,011.65万 | 0.84% | 57,039 | -1,950 | -3.3% | -$68.77万 | 减仓 |
| ABBV | ABBVIE INC | $1,967.80万 | 0.82% | 78,199 | 2,782 | 3.7% | $70.01万 | 加仓 |
| LHX | L3 HARRIS TECHNOLOGIES INC | $1,924.35万 | 0.80% | 66,222 | 1,921 | 3.0% | $55.82万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $1,917.37万 | 0.80% | 228,940 | 4,534 | 2.0% | $37.97万 | 加仓 |
| NVDA | NVIDIA CORP | $1,914.50万 | 0.80% | 95,682 | 61,014 | 176.0% | $1,220.83万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,894.19万 | 0.79% | 47,631 | -276 | -0.6% | -$10.98万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,787.27万 | 0.75% | 107,823 | 1,362 | 1.3% | $22.58万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,741.69万 | 0.73% | 23,323 | 634 | 2.8% | $47.35万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,729.92万 | 0.72% | 368,538 | -18,398 | -4.8% | -$86.36万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,706.61万 | 0.71% | 413,724 | -4,872 | -1.2% | -$20.10万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $1,696.03万 | 0.71% | 114,357 | 1,546 | 1.4% | $22.93万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKET | $1,684.87万 | 0.70% | 236,472 | 44,593 | 23.2% | $317.73万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $1,648.39万 | 0.69% | 191,362 | 1,042 | 0.5% | $8.98万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $1,597.73万 | 0.67% | 341,118 | -32,471 | -8.7% | -$152.09万 | 减仓 |
| DHR | DANAHER CORP | $1,588.97万 | 0.66% | 83,419 | -11,602 | -12.2% | -$220.99万 | 减仓 |
| UNP | UNION PAC CORP | $1,552.96万 | 0.65% | 57,094 | 3,319 | 6.2% | $90.28万 | 加仓 |
| BSV | VANGUARD SHORT TERM BOND ETF | $1,526.38万 | 0.64% | 195,916 | 10,460 | 5.6% | $81.49万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $1,523.79万 | 0.64% | 35,317 | 2,010 | 6.0% | $86.72万 | 加仓 |
| VGT | VANGUARD INFO TECH ETF | $1,498.48万 | 0.63% | 125,375 | 74,767 | 147.7% | $893.62万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH E | $1,448.95万 | 0.60% | 191,180 | 5,301 | 2.9% | $40.18万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $1,394.14万 | 0.58% | 244,671 | -8,707 | -3.4% | -$49.61万 | 减仓 |
| BX | BLACKSTONE INC. | $1,385.78万 | 0.58% | 117,768 | -939 | -0.8% | -$11.05万 | 减仓 |
| B | BARRICK MINING CORP. | $1,315.21万 | 0.55% | 358,075 | -13,601 | -3.7% | -$49.96万 | 减仓 |
| META | META PLATFORMS, INC. CLASS A | $1,310.78万 | 0.55% | 23,270 | 2,745 | 13.4% | $154.62万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $1,261.13万 | 0.53% | 57,869 | -4,166 | -6.7% | -$90.79万 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $1,255.02万 | 0.52% | 32,452 | -15 | -0.0% | -$5,801 | 减仓 |
| ETN | EATON CORP PLC ADR | $1,204.22万 | 0.50% | 28,260 | 6,416 | 29.4% | $273.40万 | 加仓 |
| SNA | SNAP ON INC | $1,149.98万 | 0.48% | 28,578 | 280 | 1.0% | $11.27万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $1,137.59万 | 0.47% | 37,529 | 507 | 1.4% | $15.37万 | 加仓 |
| — | EXXON MOBIL CORP | $1,096.36万 | 0.46% | 80,190 | 1,523 | 1.9% | $20.82万 | 加仓 |
| HELO | JP MORGAN HEDGED EQUITY ETF | $1,068.47万 | 0.45% | 158,105 | 2,221 | 1.4% | $15.01万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,046.19万 | 0.44% | 61,584 | 34,160 | 124.6% | $580.31万 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $1,037.69万 | 0.43% | 15,108 | 2,683 | 21.6% | $184.28万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,007.88万 | 0.42% | 39,685 | 120 | 0.3% | $3.05万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES 1 | $1,000.33万 | 0.42% | 13,584 | 2,119 | 18.5% | $156.04万 | 加仓 |
| SGOV | ISHARES TR/ISHARES 0-3 MNTH TR | $991.19万 | 0.41% | 98,459 | -4,345 | -4.2% | -$43.74万 | 减仓 |
| IBM | INTL. BUSINESS MACHINES CORP | $989.33万 | 0.41% | 35,181 | 227 | 0.6% | $6.38万 | 加仓 |
| AMGN | AMGEN INC | $979.68万 | 0.41% | 27,054 | 1,674 | 6.6% | $60.62万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $961.56万 | 0.40% | 78,106 | -2,894 | -3.6% | -$35.63万 | 减仓 |
| VTI | VANGUARD TOTAL STCK MK ETF | $941.01万 | 0.39% | 25,430 | 8,727 | 52.2% | $322.93万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM | $931.37万 | 0.39% | 38,968 | 1,256 | 3.3% | $30.02万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $890.37万 | 0.37% | 26,109 | 24,633 | 1,668.9% | $840.03万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $848.46万 | 0.35% | 72,234 | 857 | 1.2% | $10.07万 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY | $832.01万 | 0.35% | 56,738 | -15,138 | -21.1% | -$221.98万 | 减仓 |
| ISCF | ISHARES TR | $768.70万 | 0.32% | 177,569 | 14,299 | 8.8% | $61.90万 | 加仓 |
| GEV | GE VERNOVA INC | $767.42万 | 0.32% | 6,532 | 1,071 | 19.6% | $125.83万 | 加仓 |
| EMR | EMERSON ELECTRIC | $743.66万 | 0.31% | 51,950 | 2,732 | 5.6% | $39.11万 | 加仓 |
| AZN | ASTRAZENECA PLC ODS | $743.62万 | 0.31% | 39,753 | 39,358 | 9,964.1% | $736.23万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $731.11万 | 0.31% | 75,700 | 8,288 | 12.3% | $80.05万 | 加仓 |
| H | HYATT HOTELS CORPORATION | $725.87万 | 0.30% | 37,447 | 1,166 | 3.2% | $22.60万 | 加仓 |
| MS | MORGAN STANLEY | $718.76万 | 0.30% | 34,384 | 1,380 | 4.2% | $28.85万 | 加仓 |
| AKRE | AKRE FOCUS ETF | $706.95万 | 0.29% | 132,910 | 110,749 | 499.7% | $589.08万 | 加仓 |
| NOW | SERVICENOW INC | $701.35万 | 0.29% | 70,644 | -28,346 | -28.6% | -$281.42万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $690.79万 | 0.29% | 20,394 | -1,203 | -5.6% | -$40.75万 | 减仓 |
| VO | VANGUARD IND FD MID-CAP | $675.60万 | 0.28% | 83,852 | 11,008 | 15.1% | $88.69万 | 加仓 |
| SHEL | SHELL PLC SPON ADR | $667.67万 | 0.28% | 86,106 | 1,008 | 1.2% | $7.82万 | 加仓 |
| SONY | SONY GROUP CORP SPONS ADR | $609.55万 | 0.25% | 303,862 | -383,655 | -55.8% | -$769.61万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $576.23万 | 0.24% | 143,305 | 11,577 | 8.8% | $46.55万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $572.03万 | 0.24% | 5,656 | 269 | 5.0% | $27.21万 | 加仓 |
| SYK | STRYKER CORP | $568.60万 | 0.24% | 18,060 | -1,793 | -9.0% | -$56.45万 | 减仓 |
| RSG | REPUBLIC SERVICES INC | $558.40万 | 0.23% | 26,206 | -140 | -0.5% | -$2.98万 | 减仓 |
| DUK | DUKE ENERGY CORP | $554.48万 | 0.23% | 43,805 | -570 | -1.3% | -$7.22万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS, INC | $547.35万 | 0.23% | 13,180 | -99 | -0.7% | -$4.11万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $540.56万 | 0.23% | 15,981 | 927 | 6.2% | $31.36万 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC | $529.10万 | 0.22% | 91,476 | -11,914 | -11.5% | -$68.91万 | 减仓 |
| YUM | YUM! BRANDS INC | $515.63万 | 0.22% | 32,255 | -650 | -2.0% | -$10.39万 | 减仓 |
| LOW | LOWES COS INC | $507.19万 | 0.21% | 23,003 | -885 | -3.7% | -$19.51万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE ET | $498.71万 | 0.21% | 50,385 | -1,784 | -3.4% | -$17.66万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $480.86万 | 0.20% | 48,134 | -698 | -1.4% | -$6.97万 | 减仓 |