South Shore Capital Advisors
COHASSET MA · SEC CIK 0001852993
$1.37亿2026Q1 申报市值
139持仓数
40.2%前十大占比 · 第一大 8.4%
34 / 23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
NVS 加仓+$380.50万
UBS 新建仓+$216.97万
ASML 加仓+$108.94万
DBA 新建仓+$73.76万
SPDW 新建仓+$70.12万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$62.89万
AAXJ 清仓-$61.98万
XBI 清仓-$54.87万
TFC 清仓-$52.12万
MU 减仓-$51.96万
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 |
|---|---|---|---|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC | $30.67万 | 0.22% | 624 | 624 | — | $30.67万 | 新建仓 |
| ECL | ECOLAB INC | $30.51万 | 0.22% | 1,147 | 67 | 6.2% | $1.78万 | 加仓 |
| FLS | FLOWSERVE CORP | $30.50万 | 0.22% | 4,149 | 4,149 | — | $30.50万 | 新建仓 |
| EFA | ISHARES TR | $30.34万 | 0.22% | 3,124 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $30.10万 | 0.22% | 2,618 | -649 | -19.9% | -$7.46万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $29.48万 | 0.22% | 1,554 | 554 | 55.4% | $10.51万 | 加仓 |
| CTRE | CARETRUST REIT INC | $29.32万 | 0.21% | 8,000 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.29万 | 0.21% | 5,167 | 805 | 18.5% | $4.56万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $29.02万 | 0.21% | 493 | 170 | 52.6% | $10.01万 | 加仓 |
| MTZ | MASTEC INC | $28.96万 | 0.21% | 900 | 900 | — | $28.96万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $28.68万 | 0.21% | 7,200 | 1,115 | 18.3% | $4.44万 | 加仓 |
| ZTS | ZOETIS INC | $28.56万 | 0.21% | 2,416 | 2,416 | — | $28.56万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $28.44万 | 0.21% | 1,331 | 1,331 | — | $28.44万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $28.11万 | 0.21% | 400 | 400 | — | $28.11万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $27.61万 | 0.20% | 2,029 | 2,029 | — | $27.61万 | 新建仓 |
| HECA | ETF OPPORTUNITIES TRUST | $27.43万 | 0.20% | 9,500 | 9,500 | — | $27.43万 | 新建仓 |
| TSLA | TESLA INC | $27.14万 | 0.20% | 730 | -24 | -3.2% | -$8,922 | 减仓 |
| SONY | SONY GROUP CORP | $26.91万 | 0.20% | 12,998 | 164 | 1.3% | $3,395 | 加仓 |
| LIN | LINDE PLC | $26.52万 | 0.19% | 535 | 535 | — | $26.52万 | 新建仓 |
| SPYX | SPDR SERIES TRUST | $26.08万 | 0.19% | 4,918 | -152 | -3.0% | -$8,061 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $25.95万 | 0.19% | 563 | -12 | -2.1% | -$5,532 | 减仓 |
| CCL | CARNIVAL CORP | $25.88万 | 0.19% | 10,000 | 2,000 | 25.0% | $5.18万 | 加仓 |
| IBB | ISHARES TR | $24.71万 | 0.18% | 1,464 | -116 | -7.3% | -$1.96万 | 减仓 |
| EWY | ISHARES INC | $24.60万 | 0.18% | 2,000 | 2,000 | — | $24.60万 | 新建仓 |
| RLI | RLI CORP | $24.47万 | 0.18% | 4,290 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $24.26万 | 0.18% | 8,641 | 8,641 | — | $24.26万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $24.09万 | 0.18% | 8,283 | 8,283 | — | $24.09万 | 新建仓 |
| ACWX | ISHARES TR | $23.97万 | 0.18% | 3,501 | 484 | 16.0% | $3.31万 | 加仓 |
| XYL | XYLEM INC | $23.77万 | 0.17% | 1,989 | 189 | 10.5% | $2.26万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $22.55万 | 0.16% | 2,443 | 2,443 | — | $22.55万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $21.89万 | 0.16% | 648 | -1,538 | -70.4% | -$51.96万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $21.68万 | 0.16% | 3,761 | 3,761 | — | $21.68万 | 新建仓 |
| CRM | SALESFORCE INC | $21.60万 | 0.16% | 1,157 | -456 | -28.3% | -$8.51万 | 减仓 |
| FTNT | FORTINET INC | $20.85万 | 0.15% | 2,552 | -798 | -23.8% | -$6.52万 | 减仓 |
| DY | DYCOM INDS INC | $20.33万 | 0.15% | 600 | 600 | — | $20.33万 | 新建仓 |
| HLN | HALEON PLC | $20.16万 | 0.15% | 20,141 | 20,141 | — | $20.16万 | 新建仓 |
| IGV | ISHARES TR | $20.10万 | 0.15% | 2,511 | -676 | -21.2% | -$5.41万 | 减仓 |
| INTU | INTUIT | $20.08万 | 0.15% | 464 | 464 | — | $20.08万 | 新建仓 |
| LKQ | LKQ CORP | $20.03万 | 0.15% | 6,820 | 6,820 | — | $20.03万 | 新建仓 |
| AAXJ | ISHARES TR | $0 | 0.00% | 0 | -6,656 | -100.0% | -$61.98万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,500 | -100.0% | -$54.87万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -10,592 | -100.0% | -$52.12万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -1,734 | -100.0% | -$51.26万 | 清仓 |
| COPX | GLOBAL X FDS | $0 | 0.00% | 0 | -7,000 | -100.0% | -$50.25万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -15,500 | -100.0% | -$43.65万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,224 | -100.0% | -$42.84万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,775 | -100.0% | -$42.51万 | 清仓 |
| SLVP | ISHARES INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$41.12万 | 清仓 |
| ECH | ISHARES INC | $0 | 0.00% | 0 | -9,000 | -100.0% | -$36.36万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -9,208 | -100.0% | -$33.42万 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -4,900 | -100.0% | -$33.07万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,599 | -100.0% | -$31.17万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -2,526 | -100.0% | -$31.00万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -454 | -100.0% | -$30.59万 | 清仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $0 | 0.00% | 0 | -5,500 | -100.0% | -$30.49万 | 清仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -8,000 | -100.0% | -$29.28万 | 清仓 |
| EWC | ISHARES INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$26.96万 | 清仓 |
| JETS | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -9,000 | -100.0% | -$25.26万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -961 | -100.0% | -$24.72万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,545 | -100.0% | -$22.65万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,066 | -100.0% | -$20.19万 | 清仓 |
| — | NUVEEN NEW YORK QLT MUN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLND | BLEND LABS INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$3.65万 | 清仓 |