South Shore Capital Advisors
COHASSET MA · SEC CIK 0001852993
$1.49亿2026Q2 申报市值
154持仓数
40.1%前十大占比 · 第一大 9.0%
25 / 18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
IBM 新建仓+$78.94万
FEZ 新建仓+$73.87万
SOXX 新建仓+$64.08万
QTUM 新建仓+$57.88万
EMXC 新建仓+$52.06万
2026Q2 卖出最多 按季末市值估算
NVS 减仓-$422.16万
UBS 清仓-$216.97万
ASML 减仓-$149.13万
GOOGL 减仓-$111.39万
DBA 清仓-$73.76万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1,343.34万 | 8.99% | 17,989 | 427 | 2.4% | $31.89万 | 加仓 |
| IUSG | ISHARES TR | $937.82万 | 6.28% | 49,860 | 310 | 0.6% | $5.83万 | 加仓 |
| GOOGL | ALPHABET INC | $857.90万 | 5.74% | 24,006 | -3,117 | -11.5% | -$111.39万 | 减仓 |
| AAPL | APPLE INC | $497.26万 | 3.33% | 17,185 | -1,013 | -5.6% | -$29.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $457.27万 | 3.06% | 12,259 | -507 | -4.0% | -$18.91万 | 减仓 |
| QQQ | INVESCO QQQ TR | $418.43万 | 2.80% | 5,682 | -426 | -7.0% | -$31.37万 | 减仓 |
| AVGO | BROADCOM INC | $375.75万 | 2.52% | 9,947 | -151 | -1.5% | -$5.70万 | 减仓 |
| V | VISA INC | $371.37万 | 2.49% | 10,824 | -132 | -1.2% | -$4.53万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $366.45万 | 2.45% | 23,348 | 46 | 0.2% | $7,220 | 加仓 |
| GLD | SPDR GOLD TR | $364.33万 | 2.44% | 9,890 | -103 | -1.0% | -$3.79万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $345.53万 | 2.31% | 13,605 | -144 | -1.0% | -$3.66万 | 减仓 |
| GOOG | ALPHABET INC | $280.53万 | 1.88% | 7,940 | -29 | -0.4% | -$1.02万 | 减仓 |
| ASML | ASML HLDG NV | $254.38万 | 1.70% | 1,281 | -751 | -37.0% | -$149.13万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $237.69万 | 1.59% | 7,027 | -130 | -1.8% | -$4.40万 | 减仓 |
| AMZN | AMAZON COM INC | $222.56万 | 1.49% | 9,338 | 2 | 0.0% | $477 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $203.16万 | 1.36% | 7,773 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $179.62万 | 1.20% | 3,189 | -108 | -3.3% | -$6.08万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $176.24万 | 1.18% | 3,522 | -1,227 | -25.8% | -$61.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $172.49万 | 1.15% | 8,621 | -194 | -2.2% | -$3.88万 | 减仓 |
| EWJ | ISHARES INC | $170.48万 | 1.14% | 18,278 | 265 | 1.5% | $2.47万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $154.84万 | 1.04% | 26,849 | -946 | -3.4% | -$5.46万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $149.54万 | 1.00% | 7,454 | 511 | 7.4% | $10.25万 | 加仓 |
| AMAT | APPLIED MATLS INC | $147.26万 | 0.99% | 2,037 | -176 | -8.0% | -$12.72万 | 减仓 |
| NOK | NOKIA CORP | $141.77万 | 0.95% | 106,754 | -2,441 | -2.2% | -$3.24万 | 减仓 |
| HD | HOME DEPOT INC | $138.54万 | 0.93% | 3,928 | -113 | -2.8% | -$3.99万 | 减仓 |
| WMB | WILLIAMS COS INC | $121.07万 | 0.81% | 16,285 | -1,652 | -9.2% | -$12.28万 | 减仓 |
| UNP | UNION PAC CORP | $111.87万 | 0.75% | 4,113 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $109.45万 | 0.73% | 1,304 | 76 | 6.2% | $6.38万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $108.89万 | 0.73% | 3,327 | 1 | 0.0% | $327 | 加仓 |
| WMT | WALMART INC | $106.61万 | 0.71% | 9,413 | -28 | -0.3% | -$3,171 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $105.37万 | 0.71% | 1,715 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $104.32万 | 0.70% | 1,367 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $96.23万 | 0.64% | 1,874 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $93.64万 | 0.63% | 293 | -8 | -2.7% | -$2.56万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $92.66万 | 0.62% | 11,155 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $88.95万 | 0.60% | 2,948 | -62 | -2.1% | -$1.87万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $88.70万 | 0.59% | 2,799 | -151 | -5.1% | -$4.79万 | 减仓 |
| GLW | CORNING INC | $87.48万 | 0.59% | 3,425 | 345 | 11.2% | $8.81万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $86.16万 | 0.58% | 19,003 | -674 | -3.4% | -$3.06万 | 减仓 |
| CR | CRANE COMPANY | $82.08万 | 0.55% | 3,680 | -32 | -0.9% | -$7,138 | 减仓 |
| HSBC | HSBC HLDGS PLC | $81.30万 | 0.54% | 8,550 | 1,700 | 24.8% | $16.17万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $79.14万 | 0.53% | 15,705 | 345 | 2.2% | $1.74万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $78.94万 | 0.53% | 2,807 | 2,807 | — | $78.94万 | 新建仓 |
| CAT | CATERPILLAR INC | $76.89万 | 0.51% | 722 | -57 | -7.3% | -$6.07万 | 减仓 |
| IAU | ISHARES GOLD TR | $76.16万 | 0.51% | 10,086 | -538 | -5.1% | -$4.06万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $75.98万 | 0.51% | 8,582 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $73.87万 | 0.49% | 10,755 | 10,755 | — | $73.87万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $71.40万 | 0.48% | 8,135 | -512 | -5.9% | -$4.49万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $71.28万 | 0.48% | 1,451 | -4 | -0.3% | -$1,965 | 减仓 |
| IEMG | ISHARES INC | $68.72万 | 0.46% | 8,296 | -560 | -6.3% | -$4.64万 | 减仓 |
| FRDM | EA SERIES TRUST | $67.36万 | 0.45% | 9,240 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $64.08万 | 0.43% | 1,000 | 1,000 | — | $64.08万 | 新建仓 |
| — | TIDAL TRUST III | $63.07万 | 0.42% | 14,875 | 120 | 0.8% | $5,088 | 加仓 |
| — | TIDAL TRUST III | $62.39万 | 0.42% | 10,261 | 666 | 6.9% | $4.05万 | 加仓 |
| SHE | SPDR SERIES TRUST | $61.91万 | 0.41% | 4,009 | 36 | 0.9% | $5,560 | 加仓 |
| IVV | ISHARES TR | $60.21万 | 0.40% | 804 | 26 | 3.3% | $1.95万 | 加仓 |
| IEFA | ISHARES TR | $58.60万 | 0.39% | 6,068 | 304 | 5.3% | $2.94万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $57.88万 | 0.39% | 3,500 | 3,500 | — | $57.88万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $57.29万 | 0.38% | 1,322 | -9 | -0.7% | -$3,900 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $56.40万 | 0.38% | 3,900 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP | $56.36万 | 0.38% | 6,722 | -242 | -3.5% | -$2.03万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $55.25万 | 0.37% | 1,157 | 16 | 1.4% | $7,641 | 加仓 |
| CSX | CSX CORP | $53.11万 | 0.36% | 11,175 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $53.10万 | 0.36% | 3,060 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $52.06万 | 0.35% | 5,089 | 5,089 | — | $52.06万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $51.60万 | 0.35% | 447 | -201 | -31.0% | -$23.20万 | 减仓 |
| CSCO | CISCO SYS INC | $50.06万 | 0.34% | 4,262 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $49.60万 | 0.33% | 1,558 | -43 | -2.7% | -$1.37万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $48.08万 | 0.32% | 1,979 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $47.63万 | 0.32% | 7,835 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $47.14万 | 0.32% | 8,000 | 8,000 | — | $47.14万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $47.06万 | 0.32% | 9,320 | 9,320 | — | $47.06万 | 新建仓 |
| TJX | TJX COS INC NEW | $46.83万 | 0.31% | 3,091 | -462 | -13.0% | -$7.00万 | 减仓 |
| DE | DEERE & CO | $46.62万 | 0.31% | 735 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $46.39万 | 0.31% | 387 | 23 | 6.3% | $2.76万 | 加仓 |
| NVS | NOVARTIS AG | $44.99万 | 0.30% | 2,870 | -26,933 | -90.4% | -$422.16万 | 减仓 |
| MRK | MERCK & CO INC | $44.95万 | 0.30% | 3,498 | 90 | 2.6% | $1.16万 | 加仓 |
| UL | UNILEVER PLC | $44.00万 | 0.29% | 7,319 | -1,742 | -19.2% | -$10.47万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $43.52万 | 0.29% | 879 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $43.35万 | 0.29% | 8,222 | 8,222 | — | $43.35万 | 新建仓 |
| EWY | ISHARES INC | $43.31万 | 0.29% | 2,145 | 145 | 7.2% | $2.93万 | 加仓 |
| PEP | PEPSICO INC | $43.27万 | 0.29% | 3,196 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $43.21万 | 0.29% | 2,338 | -54 | -2.3% | -$9,979 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $42.56万 | 0.28% | 1,087 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $40.20万 | 0.27% | 1,804 | -32 | -1.7% | -$7,130 | 减仓 |
| MELI | MERCADOLIBRE INC | $39.38万 | 0.26% | 232 | -12 | -4.9% | -$2.04万 | 减仓 |
| WAT | WATERS CORP | $39.19万 | 0.26% | 1,045 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $39.15万 | 0.26% | 2,735 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $38.92万 | 0.26% | 13,223 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $38.75万 | 0.26% | 2,310 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC | $37.28万 | 0.25% | 3,109 | -250 | -7.4% | -$3.00万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $37.14万 | 0.25% | 2,279 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $36.32万 | 0.24% | 690 | 64 | 10.2% | $3.37万 | 加仓 |
| AZN | ASTRAZENECA PLC | $36.29万 | 0.24% | 1,939 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $35.50万 | 0.24% | 4,368 | -550 | -11.2% | -$4.47万 | 减仓 |
| KBE | SPDR SERIES TRUST | $35.30万 | 0.24% | 5,174 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $34.80万 | 0.23% | 4,554 | 25 | 0.6% | $1,910 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $33.74万 | 0.23% | 1,400 | 1,400 | — | $33.74万 | 新建仓 |
| FTNT | FORTINET INC | $33.69万 | 0.23% | 2,193 | -359 | -14.1% | -$5.51万 | 减仓 |
| AME | AMETEK INC | $33.34万 | 0.22% | 1,378 | 1,378 | — | $33.34万 | 新建仓 |