13F 机构持仓

SouthState Bank Corp

Winter Haven FL · SEC CIK 0000764038

2026Q22026Q1 更早 9 个季度 🔒
$21.43亿2026Q1 申报市值
1,278持仓数
29.3%前十大占比 · 第一大 5.3%
65 / 117新建仓 / 清仓
申报市值走势$23.97亿2026Q2
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

AAPL 5.3%
MSFT 4.4%
AVGO 3.1%
PHYS 2.9%
BRK/B 2.8%
JPM 2.3%
IVV 2.3%
V 2.2%
GOOG 2.1%
AMZN 2.0%

2026Q1 买入最多 按季末市值估算

VCSH 加仓+$761.79万
ISCF 新建仓+$682.31万
VEA 加仓+$562.06万
NOBL 加仓+$546.05万
RMOP 加仓+$453.89万

2026Q1 卖出最多 按季末市值估算

AZN 清仓-$585.80万
SGOV 减仓-$235.21万
DFUS 减仓-$232.37万
GE 减仓-$227.07万
CADENCE BK/SH 清仓-$227.03万

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
DIS DISNEY WALT CO $460.36万0.21%47,765 -818-1.7% -$7.88万 减仓
DON WISDOMTREE US MIDCAP DIVIDEND $459.07万0.21%87,375 -10,253-10.5% -$53.87万 减仓
GS GOLDMAN SACHS GROUP INC $455.73万0.21%5,387 55011.4% $46.53万 加仓
AXP AMERICAN EXPRESS CO $455.35万0.21%15,054 -229-1.5% -$6.93万 减仓
SSB SOUTHSTATE BANK CORPORATION CO $451.79万0.21%48,832 -316-0.6% -$2.92万 减仓
DFAE DIMENSIONAL ETF TRUST $446.03万0.21%131,728 10,1148.3% $34.25万 加仓
BP BP PLC $443.46万0.21%94,353 7320.8% $3.44万 加仓
VGT VANGUARD INFO TECH ETF $441.38万0.21%6,326 2,60269.9% $181.55万 加仓
IGSB ISHARES TR $402.66万0.19%76,609 -2,639-3.3% -$13.87万 减仓
MCD MCDONALDS CORP $395.05万0.18%12,711 -29-0.2% -$9,013 减仓
MRK MERCK & CO INC $363.71万0.17%30,236 -113-0.4% -$1.36万 减仓
QLTY GMO ETF TRUST $355.40万0.17%98,232 -7,340-7.0% -$26.56万 减仓
IWM ISHARES RUSSELL 2000 ETF $349.03万0.16%14,074 3,55433.8% $88.14万 加仓
IWR ISHARES RUSSELL MIDCAP ETF $348.09万0.16%35,801 -1,011-2.7% -$9.83万 减仓
IWF ISHARES RUSSELL 1000 GROWTH ET $340.18万0.16%7,978 -103-1.3% -$4.39万 减仓
VV VANGUARD LARGE-CAP ETF $338.33万0.16%11,321 -30-0.3% -$8,966 减仓
CRH CRH PLC $336.80万0.16%32,040 2,0326.8% $21.36万 加仓
ANET ARISTA NETWORKS INC $336.71万0.16%27,424 9,47952.8% $116.38万 加仓
ADP AUTOMATIC DATA PROCESSING IN $330.80万0.15%16,281 -889-5.2% -$18.06万 减仓
PEP PEPSICO INC $320.30万0.15%20,626 -2,590-11.2% -$40.22万 减仓
EFA ISHARES MSCI EAFE ETF $313.43万0.15%32,269 2,94510.0% $28.61万 加仓
CVS CVS HEALTH CORP $303.90万0.14%42,314 1670.4% $1.20万 加仓
SO SOUTHERN CO $301.72万0.14%31,260 2840.9% $2.74万 加仓
LMT LOCKHEED MARTIN CORP $276.39万0.13%4,573 1302.9% $7.86万 加仓
VBR VANGUARD INDEX FDS $275.06万0.13%12,661 9758.3% $21.18万 加仓
PYPL PAYPAL HLDGS INC $270.72万0.13%59,854 -6,840-10.3% -$30.94万 减仓
BHP BHP BILLITON LIMITED $270.58万0.13%37,198 6,83722.5% $49.73万 加仓
ASTS AST SPACEMOBILE INC $269.76万0.13%32,552 -2-0.0% -$166 减仓
FCNCA FIRST CITIZENS BANCSHARES INC $266.68万0.12%1,415 -72-4.8% -$13.57万 减仓
BLK BLACKROCK INC. $263.80万0.12%2,743 572.1% $5.48万 加仓
CAT CATERPILLAR INC $262.37万0.12%3,703 -144-3.7% -$10.20万 减仓
PSX PHILLIPS 66 $260.15万0.12%14,280 30.0% $547 加仓
CRM SALESFORCE INC $258.02万0.12%13,822 -1,797-11.5% -$33.54万 减仓
PM PHILIP MORRIS INTERNATIONAL $254.76万0.12%15,408 -49-0.3% -$8,102 减仓
XLE SELECT SECTOR SPDR TR $254.09万0.12%41,477 -187-0.4% -$1.15万 减仓
HCA HCA HEALTHCARE INC $245.00万0.11%5,177 -448-8.0% -$21.20万 减仓
GE GE AEROSPACE $243.16万0.11%8,569 -8,002-48.3% -$227.07万 减仓
IJH ISHARES CORE S&P MID-CAP ETF $242.57万0.11%35,920 -9,214-20.4% -$62.22万 减仓
AVDE AMERICAN CENTY ETF TR $241.29万0.11%28,441 4751.7% $4.03万 加仓
— HONEYWELL INTERNATIONAL INC $240.86万0.11%10,656 -346-3.1% -$7.82万 减仓
SCHX SCHWAB STRATEGIC TR $240.35万0.11%93,740 -2,786-2.9% -$7.14万 减仓
DIA STATE STREET SPDR DOW JONES IN $234.05万0.11%5,053 280.6% $1.30万 加仓
JPST JP MORGAN ETF ULTRA SHORT $230.62万0.11%45,569 4,74111.6% $23.99万 加仓
IWV ISHARES TR $230.46万0.11%6,217 -3-0.0% -$1,112 减仓
MO ALTRIA GROUP INC $228.44万0.11%34,617 -153-0.4% -$1.01万 减仓
COP CONOCOPHILLIPS $226.39万0.11%17,151 -156-0.9% -$2.06万 减仓
PFF ISHARES PREFERRED & INCOME SEC $217.84万0.10%71,848 -2,364-3.2% -$7.17万 减仓
TSLA TESLA INC $215.69万0.10%5,802 4919.2% $18.25万 加仓
USB US BANCORP $215.35万0.10%41,406 -1,220-2.9% -$6.35万 减仓
VCIT VANGUARD INTER TERM CORP BO .1 $208.23万0.10%25,164 11,78988.1% $97.56万 加仓
VWO VANGUARD INTL EQUITY INDEX F $207.33万0.10%38,359 8,80529.8% $47.59万 加仓
HBAN HUNTINGTON BANCSHARES INC $206.30万0.10%131,819 131,16019,902.9% $205.27万 加仓
BIV VANGUARD INTERMEDIATE TERM BON $204.98万0.10%26,559 24,4851,180.6% $188.98万 加仓
PGR PROGRESSIVE CORP $202.11万0.09%10,195 -139-1.3% -$2.76万 减仓
NKE NIKE INC $200.99万0.09%38,052 -1,346-3.4% -$7.11万 减仓
MTB M & T BK CORP $194.46万0.09%9,407 -125-1.3% -$2.58万 减仓
STZ CONSTELLATION BRANDS INC $192.72万0.09%12,848 -720-5.3% -$10.80万 减仓
VYM VANGUARD WHITEHALL FDS $187.29万0.09%12,646 8,415198.9% $124.63万 加仓
RTX RTX CORPORATION $173.69万0.08%9,004 520.6% $1.00万 加仓
BNY BANK NEW YORK MELLON CORP $173.51万0.08%14,626 00.0% — 不变
STEW SRH TOTAL RETURN FUND $171.00万0.08%100,000 00.0% — 不变
FTV FORTIVE CORP $158.37万0.07%28,648 -451-1.5% -$2.49万 减仓
IWD ISHARES RUSSELL 1000 VALUE ETF $156.28万0.07%7,314 1031.4% $2.20万 加仓
VXUS VANGUARD STAR FDS $154.48万0.07%20,034 00.0% — 不变
VZ VERIZON COMMUNICATIONS $151.81万0.07%30,242 5741.9% $2.88万 加仓
ECL ECOLAB INC $151.13万0.07%5,681 -151-2.6% -$4.02万 减仓
FRDM EA SERIES TRUST $149.30万0.07%27,320 4,21918.3% $23.06万 加仓
TIP ISHARES BARCLAYS TIPS BOND ETF $147.95万0.07%13,406 -386-2.8% -$4.26万 减仓
NVO NOVO NORDISK AS SPONS ADR $147.46万0.07%40,126 -6,887-14.6% -$25.31万 减仓
BRK/A BERKSHIRE HATHAWAY INC-CL A $143.63万0.07%2 00.0% — 不变
TSCO TRACTOR SUPPLY CO $143.15万0.07%31,601 -604-1.9% -$2.74万 减仓
FISV FISERV INC $142.24万0.07%25,491 -57-0.2% -$3,181 减仓
IWB ISHARES RUSSELL 1000 ETF $142.23万0.07%3,989 -374-8.6% -$13.34万 减仓
CEF SPROTT ASSET MANAGEMENT LP $141.14万0.07%29,576 00.0% — 不变
MINT PIMCO ETF TR $140.85万0.07%14,005 -6,622-32.1% -$66.60万 减仓
AMAT APPLIED MATERIALS INC $139.04万0.06%4,068 00.0% — 不变
EFV ISHARES MSCI EAFE VALUE ETF $138.74万0.06%18,661 3,41622.4% $25.40万 加仓
RING ISHARES MSCI GLOBAL GOLD MIN E $138.28万0.06%17,508 00.0% — 不变
EOG EOG RES INC $137.04万0.06%9,479 4104.5% $5.93万 加仓
ROST ROSS STORES INC $136.00万0.06%6,278 -98-1.5% -$2.12万 减仓
PULS PGIM ETF TR $135.13万0.06%27,298 -2,476-8.3% -$12.26万 减仓
BMY BRISTOL MYERS SQUIBB CO $134.67万0.06%22,204 -255-1.1% -$1.55万 减仓
TMUS T-MOBILE US INC $132.13万0.06%6,291 -2,366-27.3% -$49.69万 减仓
VIS VANGUARD INDUSTRIALS ETF $131.79万0.06%4,221 -3-0.1% -$937 减仓
WM WASTE MGMT INC DEL $131.53万0.06%5,724 410.7% $9,421 加仓
SLM SLM CORP $130.34万0.06%60,879 -4,534-6.9% -$9.71万 减仓
PLTR PALANTIR TECHNOLOGIES INC $128.32万0.06%8,772 -39-0.4% -$5,705 减仓
CHD CHURCH & DWIGHT CO INC $126.54万0.06%13,560 -71-0.5% -$6,626 减仓
SPTM SPDR SERIES TRUST $124.46万0.06%15,743 -250-1.6% -$1.98万 减仓
GLD SPDR GOLD TR $122.89万0.06%2,856 471.7% $2.02万 加仓
DE DEERE & CO $121.45万0.06%2,156 10.0% $563 加仓
AKRE PROFESIONALLY MANAGED PORTFO $117.12万0.05%22,161 -14,545-39.6% -$76.87万 减仓
PYLD PIMCO ETF TR $113.70万0.05%43,397 6,66418.1% $17.46万 加仓
SPLV INVESCO S&P 500 LOW VOLATILITY $112.71万0.05%15,410 00.0% — 不变
UCON FIRST TR EXCHNG TRADED FD VI $110.39万0.05%44,566 -10,376-18.9% -$25.70万 减仓
LIN LINDE PLC $108.27万0.05%2,184 110.5% $5,453 加仓
NVS NOVARTIS AG $107.26万0.05%7,022 00.0% — 不变
CSX CSX CORP $105.24万0.05%25,637 00.0% — 不变
GILD GILEAD SCIENCES INC $103.44万0.05%7,422 -719-8.8% -$10.02万 减仓
COF CAPITAL ONE FINANCIAL $102.82万0.05%5,636 -102-1.8% -$1.86万 减仓