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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1,142.12万 | 8.35% | 17,562 | -23 | -0.1% | -$1.50万 | 减仓 |
| GOOGL | ALPHABET INC | $779.94万 | 5.70% | 27,123 | -2,187 | -7.5% | -$62.89万 | 减仓 |
| IUSG | ISHARES TR | $768.57万 | 5.62% | 49,550 | -251 | -0.5% | -$3.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $472.57万 | 3.46% | 12,766 | -314 | -2.4% | -$11.62万 | 减仓 |
| AAPL | APPLE INC | $461.86万 | 3.38% | 18,198 | -766 | -4.0% | -$19.44万 | 减仓 |
| NVS | NOVARTIS AG | $449.32万 | 3.29% | 29,803 | 25,238 | 552.9% | $380.50万 | 加仓 |
| GLD | SPDR GOLD TR | $429.99万 | 3.14% | 9,993 | 243 | 2.5% | $10.46万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $336.07万 | 2.46% | 13,749 | 48 | 0.4% | $1.17万 | 加仓 |
| V | VISA INC | $331.13万 | 2.42% | 10,956 | -949 | -8.0% | -$28.68万 | 减仓 |
| QQQ | INVESCO QQQ TR | $325.35万 | 2.38% | 6,108 | 146 | 2.4% | $7.78万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $322.31万 | 2.36% | 23,302 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $312.53万 | 2.29% | 10,098 | -613 | -5.7% | -$18.97万 | 减仓 |
| ASML | ASML HLDG NV | $252.69万 | 1.85% | 2,032 | 876 | 75.8% | $108.94万 | 加仓 |
| GOOG | ALPHABET INC | $228.59万 | 1.67% | 7,969 | -51 | -0.6% | -$1.46万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $227.57万 | 1.66% | 4,749 | -2 | -0.0% | -$958 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $225.96万 | 1.65% | 7,773 | -303 | -3.8% | -$8.81万 | 减仓 |
| UBS | UBS GROUP AG | $216.97万 | 1.59% | 56,737 | 56,737 | — | $216.97万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $216.48万 | 1.58% | 7,157 | -370 | -4.9% | -$11.19万 | 减仓 |
| AMZN | AMAZON COM INC | $194.44万 | 1.42% | 9,336 | -1,397 | -13.0% | -$29.10万 | 减仓 |
| META | META PLATFORMS INC | $188.62万 | 1.38% | 3,297 | -321 | -8.9% | -$18.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $153.74万 | 1.12% | 8,815 | -677 | -7.1% | -$11.81万 | 减仓 |
| EWJ | ISHARES INC | $152.10万 | 1.11% | 18,013 | 4,796 | 36.3% | $40.50万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $134.30万 | 0.98% | 27,795 | 661 | 2.4% | $3.19万 | 加仓 |
| HD | HOME DEPOT INC | $132.92万 | 0.97% | 4,041 | 37 | 0.9% | $1.22万 | 加仓 |
| WMB | WILLIAMS COS INC | $130.55万 | 0.95% | 17,937 | -914 | -4.8% | -$6.65万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $126.66万 | 0.93% | 6,943 | -788 | -10.2% | -$14.38万 | 减仓 |
| WMT | WALMART INC | $117.34万 | 0.86% | 9,441 | 206 | 2.2% | $2.56万 | 加仓 |
| AZO | AUTOZONE INC | $101.67万 | 0.74% | 301 | 11 | 3.8% | $3.72万 | 加仓 |
| UNP | UNION PAC CORP | $99.79万 | 0.73% | 4,113 | 128 | 3.2% | $3.11万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $97.84万 | 0.72% | 3,326 | -269 | -7.5% | -$7.91万 | 减仓 |
| IAU | ISHARES GOLD TR | $93.66万 | 0.68% | 10,624 | 58 | 0.5% | $5,113 | 加仓 |
| MA | MASTERCARD INCORPORATED | $93.62万 | 0.68% | 1,874 | 151 | 8.8% | $7.54万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $91.45万 | 0.67% | 11,155 | -215 | -1.9% | -$1.76万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $90.30万 | 0.66% | 19,677 | 1,827 | 10.2% | $8.38万 | 加仓 |
| NOK | NOKIA CORP | $87.79万 | 0.64% | 109,195 | -4,516 | -4.0% | -$3.63万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $87.68万 | 0.64% | 2,950 | 167 | 6.0% | $4.96万 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $83.06万 | 0.61% | 1,715 | 95 | 5.9% | $4.60万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $80.31万 | 0.59% | 8,647 | 138 | 1.6% | $1.28万 | 加仓 |
| AMAT | APPLIED MATLS INC | $75.63万 | 0.55% | 2,213 | 11 | 0.5% | $3,759 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $73.76万 | 0.54% | 27,000 | 27,000 | — | $73.76万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $70.74万 | 0.52% | 8,582 | 512 | 6.3% | $4.22万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $70.12万 | 0.51% | 15,360 | 15,360 | — | $70.12万 | 新建仓 |
| CR | CRANE COMPANY | $63.48万 | 0.46% | 3,712 | -181 | -4.6% | -$3.10万 | 减仓 |
| IEMG | ISHARES INC | $61.77万 | 0.45% | 8,856 | -3,124 | -26.1% | -$21.79万 | 减仓 |
| SAP | SAP SE | $60.64万 | 0.44% | 3,575 | 2,321 | 185.1% | $39.37万 | 加仓 |
| OIH | VANECK ETF TRUST | $60.63万 | 0.44% | 1,500 | 1,500 | — | $60.63万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $60.62万 | 0.44% | 1,455 | -11 | -0.8% | -$4,583 | 减仓 |
| — | TIDAL TRUST III | $58.40万 | 0.43% | 14,755 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $56.74万 | 0.41% | 3,553 | 3,553 | — | $56.74万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $56.51万 | 0.41% | 6,850 | 6,850 | — | $56.51万 | 新建仓 |
| CAT | CATERPILLAR INC | $55.19万 | 0.40% | 779 | -15 | -1.9% | -$1.06万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $53.37万 | 0.39% | 1,367 | -53 | -3.7% | -$2.07万 | 减仓 |
| IEFA | ISHARES TR | $52.18万 | 0.38% | 5,764 | -686 | -10.6% | -$6.21万 | 减仓 |
| LIT | GLOBAL X FDS | $52.05万 | 0.38% | 7,000 | -2,500 | -26.3% | -$18.59万 | 减仓 |
| UL | UNILEVER PLC | $51.34万 | 0.38% | 9,061 | 1,751 | 24.0% | $9.92万 | 加仓 |
| IVV | ISHARES TR | $50.79万 | 0.37% | 778 | -62 | -7.4% | -$4.05万 | 减仓 |
| SHE | SPDR SERIES TRUST | $50.78万 | 0.37% | 3,973 | 38 | 1.0% | $4,857 | 加仓 |
| FRDM | EA SERIES TRUST | $50.50万 | 0.37% | 9,240 | 2,985 | 47.7% | $16.31万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $50.01万 | 0.37% | 1,228 | 1,228 | — | $50.01万 | 新建仓 |
| PEP | PEPSICO INC | $49.63万 | 0.36% | 3,196 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $48.53万 | 0.35% | 3,060 | -1,100 | -26.4% | -$17.44万 | 减仓 |
| TMUS | T-MOBILE US INC | $48.52万 | 0.35% | 2,310 | -534 | -18.8% | -$11.22万 | 减仓 |
| — | TIDAL TRUST III | $46.40万 | 0.34% | 9,595 | 100 | 1.1% | $4,836 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $46.27万 | 0.34% | 3,900 | -2,450 | -38.6% | -$29.06万 | 减仓 |
| CSX | CSX CORP | $45.87万 | 0.34% | 11,175 | 0 | 0.0% | — | 不变 |
| UFO | PROCURE ETF TRUST II | $44.81万 | 0.33% | 10,000 | 2,500 | 33.3% | $11.20万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $44.33万 | 0.32% | 7,835 | 455 | 6.2% | $2.57万 | 加仓 |
| KLAC | KLA CORP | $44.32万 | 0.32% | 301 | 301 | — | $44.32万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $43.37万 | 0.32% | 1,601 | -131 | -7.6% | -$3.55万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $43.07万 | 0.31% | 6,964 | -1,293 | -15.7% | -$8.00万 | 减仓 |
| — | EXXON MOBIL CORP | $43.03万 | 0.31% | 2,536 | 2,536 | — | $43.03万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $42.99万 | 0.31% | 1,979 | -30 | -1.5% | -$6,517 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $42.91万 | 0.31% | 5,903 | 5,903 | — | $42.91万 | 新建仓 |
| SUI | SUN CMNTYS INC | $42.31万 | 0.31% | 3,359 | 276 | 9.0% | $3.48万 | 加仓 |
| WM | WASTE MGMT INC DEL | $42.20万 | 0.31% | 1,836 | 109 | 6.3% | $2.51万 | 加仓 |
| MELI | MERCADOLIBRE INC | $42.19万 | 0.31% | 244 | 51 | 26.4% | $8.82万 | 加仓 |
| GLW | CORNING INC | $41.88万 | 0.31% | 3,080 | -1,520 | -33.0% | -$20.67万 | 减仓 |
| DE | DEERE & CO | $41.40万 | 0.30% | 735 | 235 | 47.0% | $13.24万 | 加仓 |
| MRK | MERCK & CO INC | $40.99万 | 0.30% | 3,408 | 3,408 | — | $40.99万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.56万 | 0.28% | 1,141 | 326 | 40.0% | $11.02万 | 加仓 |
| VLTO | VERALTO CORP | $38.21万 | 0.28% | 4,321 | 4,321 | — | $38.21万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $37.56万 | 0.27% | 1,939 | 390 | 25.1% | $7.55万 | 加仓 |
| KO | COCA COLA CO | $37.40万 | 0.27% | 4,918 | -22 | -0.4% | -$1,673 | 减仓 |
| ONON | ON HLDG AG | $36.69万 | 0.27% | 10,785 | -165 | -1.5% | -$5,613 | 减仓 |
| EMR | EMERSON ELEC CO | $35.83万 | 0.26% | 2,735 | 2,735 | — | $35.83万 | 新建仓 |
| IDXX | IDEXX LABS INC | $35.17万 | 0.26% | 626 | 626 | — | $35.17万 | 新建仓 |
| FDX | FEDEX CORP | $34.12万 | 0.25% | 958 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $34.02万 | 0.25% | 1,152 | -68 | -5.6% | -$2.01万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $33.90万 | 0.25% | 13,223 | 3,390 | 34.5% | $8.69万 | 加仓 |
| RTX | RTX CORPORATION | $33.54万 | 0.25% | 1,739 | -10 | -0.6% | -$1,929 | 减仓 |
| LLY | ELI LILLY & CO | $33.45万 | 0.24% | 364 | 174 | 91.6% | $15.99万 | 加仓 |
| CSCO | CISCO SYS INC | $33.07万 | 0.24% | 4,262 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $32.64万 | 0.24% | 2,279 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $31.56万 | 0.23% | 1,087 | 37 | 3.5% | $1.07万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $31.55万 | 0.23% | 879 | 29 | 3.4% | $1.04万 | 加仓 |
| — | WEBSTER FINL CORP | $31.44万 | 0.23% | 4,529 | 25 | 0.6% | $1,735 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $31.12万 | 0.23% | 15,000 | 15,000 | — | $31.12万 | 新建仓 |
| WAT | WATERS CORP | $31.12万 | 0.23% | 1,045 | 1,045 | — | $31.12万 | 新建仓 |
| KBE | SPDR SERIES TRUST | $30.81万 | 0.23% | 5,174 | -3,190 | -38.1% | -$19.00万 | 减仓 |
| QCOM | QUALCOMM INC | $30.81万 | 0.23% | 2,392 | -989 | -29.3% | -$12.74万 | 减仓 |