SouthState Bank Corp
Winter Haven FL · SEC CIK 0000764038
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.13亿 | 5.27% | 444,876 | -6,574 | -1.5% | -$166.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $9,503.45万 | 4.43% | 256,732 | -855 | -0.3% | -$31.65万 | 减仓 |
| AVGO | BROADCOM INC | $6,720.36万 | 3.14% | 217,129 | -5,516 | -2.5% | -$170.73万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $6,150.39万 | 2.87% | 1,735,437 | -57,203 | -3.2% | -$202.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,069.98万 | 2.83% | 126,669 | -2,920 | -2.3% | -$139.93万 | 减仓 |
| JPM | JP MORGAN CHASE & CO | $4,890.06万 | 2.28% | 166,238 | 759 | 0.5% | $22.33万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $4,862.78万 | 2.27% | 74,444 | 3,008 | 4.2% | $196.49万 | 加仓 |
| V | VISA INC | $4,712.50万 | 2.20% | 155,919 | -5,536 | -3.4% | -$167.32万 | 减仓 |
| GOOG | ALPHABET INC | $4,505.11万 | 2.10% | 157,049 | 1,050 | 0.7% | $30.12万 | 加仓 |
| AMZN | AMAZON COM INC | $4,183.60万 | 1.95% | 200,874 | 3,276 | 1.7% | $68.23万 | 加仓 |
| MA | MASTERCARD INC-A | $3,943.07万 | 1.84% | 78,915 | -561 | -0.7% | -$28.03万 | 减仓 |
| WMT | WALMART INC | $3,304.56万 | 1.54% | 265,896 | 10,018 | 3.9% | $124.50万 | 加仓 |
| SHY | ISHARES BARCLAYS 1-3 YEAR TR E | $3,200.68万 | 1.49% | 387,632 | -14,554 | -3.6% | -$120.17万 | 减仓 |
| PH | PARKER HANNIFIN CORP COM | $3,188.93万 | 1.49% | 35,621 | -213 | -0.6% | -$19.07万 | 减仓 |
| TJX | TJX COMPANIES | $3,154.25万 | 1.47% | 197,511 | -871 | -0.4% | -$13.91万 | 减仓 |
| VLO | VALERO ENERGY CORP | $2,856.84万 | 1.33% | 115,624 | -359 | -0.3% | -$8.87万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,673.11万 | 1.25% | 287,802 | 11,082 | 4.0% | $102.93万 | 加仓 |
| RMOP | TIDAL TRUST III | $2,603.90万 | 1.22% | 1,047,005 | 182,505 | 21.1% | $453.89万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,532.49万 | 1.18% | 357,142 | -32,770 | -8.4% | -$232.37万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,527.94万 | 1.18% | 25,370 | -520 | -2.0% | -$51.81万 | 减仓 |
| ORCL | ORACLE CORP | $2,522.86万 | 1.18% | 171,495 | -1,441 | -0.8% | -$21.20万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,398.67万 | 1.12% | 111,535 | 91 | 0.1% | $1.96万 | 加仓 |
| LHX | L3 HARRIS TECHNOLOGIES INC | $2,219.35万 | 1.04% | 64,301 | 900 | 1.4% | $31.06万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,208.46万 | 1.03% | 47,907 | 2,557 | 5.6% | $117.88万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,202.68万 | 1.03% | 106,461 | 4,351 | 4.3% | $90.02万 | 加仓 |
| KO | COCA COLA CO | $2,043.17万 | 0.95% | 268,662 | -96 | -0.0% | -$7,301 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,952.38万 | 0.91% | 54,402 | 587 | 1.1% | $21.07万 | 加仓 |
| HD | HOME DEPOT INC | $1,940.09万 | 0.91% | 58,989 | -694 | -1.2% | -$22.82万 | 减仓 |
| CB | CHUBB LTD ADR | $1,890.46万 | 0.88% | 58,002 | 74 | 0.1% | $2.41万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,821.69万 | 0.85% | 386,936 | -15,401 | -3.8% | -$72.51万 | 减仓 |
| DHR | DANAHER CORP | $1,801.60万 | 0.84% | 95,021 | -3,485 | -3.5% | -$66.08万 | 减仓 |
| GOOGL | ALPHABET INC | $1,786.96万 | 0.83% | 62,142 | -972 | -1.5% | -$27.95万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,785.45万 | 0.83% | 225,236 | 96,100 | 74.4% | $761.79万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $1,756.50万 | 0.82% | 373,589 | -3,362 | -0.9% | -$15.81万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,685.29万 | 0.79% | 224,406 | -14,988 | -6.3% | -$112.56万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,668.35万 | 0.78% | 327,256 | 40,525 | 14.1% | $206.60万 | 加仓 |
| ABBV | ABBVIE INC | $1,640.24万 | 0.77% | 75,417 | 796 | 1.1% | $17.31万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,630.85万 | 0.76% | 418,596 | -56,557 | -11.9% | -$220.35万 | 减仓 |
| B | BARRICK MINING CORP. | $1,516.07万 | 0.71% | 371,676 | -6,823 | -1.8% | -$27.83万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,475.56万 | 0.69% | 22,689 | -2,609 | -10.3% | -$169.67万 | 减仓 |
| BSV | VANGUARD SHORT TERM BOND ETF | $1,454.16万 | 0.68% | 185,456 | 4,870 | 2.7% | $38.19万 | 加仓 |
| SONY | SONY GROUP CORP | $1,423.16万 | 0.66% | 687,517 | -16,093 | -2.3% | -$33.31万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $1,402.35万 | 0.65% | 112,811 | -6,174 | -5.2% | -$76.75万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,385.50万 | 0.65% | 31,720 | 1,057 | 3.4% | $46.17万 | 加仓 |
| BX | BLACKSTONE INC | $1,365.01万 | 0.64% | 118,707 | 1,655 | 1.4% | $19.03万 | 加仓 |
| — | EXXON MOBIL CORP | $1,334.66万 | 0.62% | 78,667 | 4,261 | 5.7% | $72.29万 | 加仓 |
| UNP | UNION PAC CORP | $1,304.69万 | 0.61% | 53,775 | 435 | 0.8% | $10.55万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH E | $1,304.50万 | 0.61% | 185,879 | -5,967 | -3.1% | -$41.88万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,273.97万 | 0.59% | 81,000 | 1,012 | 1.3% | $15.92万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,235.22万 | 0.58% | 253,378 | -1,761 | -0.7% | -$8.58万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,233.08万 | 0.58% | 36,499 | -160 | -0.4% | -$5.41万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,229.56万 | 0.57% | 191,879 | 87,713 | 84.2% | $562.06万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,217.12万 | 0.57% | 62,035 | -3,889 | -5.9% | -$76.30万 | 减仓 |
| META | META PLATFORMS INC | $1,174.30万 | 0.55% | 20,525 | -31 | -0.2% | -$1.77万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,163.04万 | 0.54% | 154,680 | -4,249 | -2.7% | -$31.95万 | 减仓 |
| ADBE | ADOBE INC | $1,143.62万 | 0.53% | 47,047 | -2,890 | -5.8% | -$70.25万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,098.58万 | 0.51% | 175,072 | 6,736 | 4.0% | $42.27万 | 加仓 |
| LLY | ELI LILLY & CO | $1,090.94万 | 0.51% | 11,861 | 534 | 4.7% | $49.12万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1,070.12万 | 0.50% | 37,712 | 2,554 | 7.3% | $72.47万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,038.18万 | 0.48% | 71,876 | -2,477 | -3.3% | -$35.78万 | 减仓 |
| NOW | SERVICENOW INC | $1,034.94万 | 0.48% | 98,990 | -6,005 | -5.7% | -$62.78万 | 减仓 |
| SGOV | ISHARES TR/ISHARES 0-3 MNTH TR | $1,034.83万 | 0.48% | 102,804 | -23,367 | -18.5% | -$235.21万 | 减仓 |
| SNA | SNAP ON INC | $1,027.84万 | 0.48% | 28,298 | 699 | 2.5% | $25.39万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $1,013.77万 | 0.47% | 28,649 | -5,723 | -16.7% | -$202.51万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $996.25万 | 0.46% | 155,884 | 9,708 | 6.6% | $62.04万 | 加仓 |
| VB | VANGUARD INDEX FDS | $969.69万 | 0.45% | 37,022 | -2,730 | -6.9% | -$71.50万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $967.13万 | 0.45% | 39,565 | 135 | 0.3% | $3.30万 | 加仓 |
| ELV | ELEVANCE HEALTH INC | $950.47万 | 0.44% | 32,467 | -2,013 | -5.8% | -$58.93万 | 减仓 |
| AMGN | AMGEN INC | $893.00万 | 0.42% | 25,380 | 857 | 3.5% | $30.15万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $847.25万 | 0.40% | 34,954 | -1,108 | -3.1% | -$26.86万 | 减仓 |
| SHEL | SHELL PLC | $791.41万 | 0.37% | 85,098 | 165 | 0.2% | $1.53万 | 加仓 |
| ETN | EATON CORP PLC | $781.29万 | 0.36% | 21,844 | 5,669 | 35.0% | $202.76万 | 加仓 |
| TRMB | TRIMBLE INC | $768.76万 | 0.36% | 117,854 | -8,451 | -6.7% | -$55.13万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $742.47万 | 0.35% | 12,425 | 3,940 | 46.4% | $235.44万 | 加仓 |
| ZS | ZSCALER INC | $708.46万 | 0.33% | 50,500 | -839 | -1.6% | -$11.77万 | 减仓 |
| ISCF | ISHARES TR | $682.31万 | 0.32% | 163,270 | 163,270 | — | $682.31万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $661.74万 | 0.31% | 11,465 | 3,810 | 49.8% | $219.91万 | 加仓 |
| SYK | STRYKER CORP | $652.35万 | 0.30% | 19,853 | 336 | 1.7% | $11.04万 | 加仓 |
| EMR | EMERSON ELEC CO | $644.85万 | 0.30% | 49,218 | -598 | -1.2% | -$7.83万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $637.37万 | 0.30% | 21,597 | -2,227 | -9.3% | -$65.72万 | 减仓 |
| NOBL | PROSHARES TR | $624.05万 | 0.29% | 58,867 | 51,509 | 700.0% | $546.05万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $610.28万 | 0.28% | 67,412 | -5,072 | -7.0% | -$45.92万 | 减仓 |
| NVDA | NVIDIA CORP | $604.61万 | 0.28% | 34,668 | 1,095 | 3.3% | $19.10万 | 加仓 |
| ACN | ACCENTURE PLC ADR | $603.38万 | 0.28% | 30,429 | -2,964 | -8.9% | -$58.77万 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC | $595.94万 | 0.28% | 103,390 | -5,755 | -5.3% | -$33.17万 | 减仓 |
| DUK | DUKE ENERGY CORP | $581.05万 | 0.27% | 44,375 | -1,185 | -2.6% | -$15.52万 | 减仓 |
| RSG | REPUBLIC SERVICES INC | $577.03万 | 0.27% | 26,346 | -344 | -1.3% | -$7.53万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $576.27万 | 0.27% | 13,279 | -422 | -3.1% | -$18.31万 | 减仓 |
| LOW | LOWES COS INC | $564.43万 | 0.26% | 23,888 | -286 | -1.2% | -$6.76万 | 减仓 |
| CSCO | CISCO SYS INC | $553.81万 | 0.26% | 71,377 | -3,274 | -4.4% | -$25.40万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $546.67万 | 0.26% | 33,307 | 1,832 | 5.8% | $30.07万 | 加仓 |
| MS | MORGAN STANLEY | $543.15万 | 0.25% | 33,004 | 1,127 | 3.5% | $18.55万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $535.85万 | 0.25% | 16,703 | 1,745 | 11.7% | $55.98万 | 加仓 |
| VO | VANGUARD INDEX FDS | $522.98万 | 0.24% | 18,211 | 1,152 | 6.8% | $33.08万 | 加仓 |
| H | HYATT HOTELS CORP | $521.68万 | 0.24% | 36,281 | 1,340 | 3.8% | $19.27万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE ET | $517.88万 | 0.24% | 52,169 | -10,164 | -16.3% | -$100.90万 | 减仓 |
| YUM | YUM BRANDS INC | $511.61万 | 0.24% | 32,905 | -11 | -0.0% | -$1,710 | 减仓 |
| ULTA | ULTA BEAUTY INC | $507.39万 | 0.24% | 9,707 | -18 | -0.2% | -$9,409 | 减仓 |
| ABT | ABBOTT LABORATORIES | $478.83万 | 0.22% | 46,638 | -8,363 | -15.2% | -$85.86万 | 减仓 |
| GEV | GE VERNOVA INC | $476.69万 | 0.22% | 5,461 | 1,578 | 40.6% | $137.74万 | 加仓 |