Colonial Trust Co / SC
SPARTANBURG SC · SEC CIK 0001954093
$7.35亿2026Q1 申报市值
1,134持仓数
25.2%前十大占比 · 第一大 5.0%
77 / 39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
IVV 加仓+$231.76万
VEA 加仓+$135.79万
FNDX 加仓+$114.81万
IGV 加仓+$112.69万
AGG 加仓+$98.60万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$123.82万
NOW 减仓-$112.48万
BSCQ 减仓-$50.77万
RF 减仓-$48.32万
GOOGL 减仓-$43.02万
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 |
|---|---|---|---|---|---|---|---|---|
| TRMB | TRIMBLE INC COM | $4,333 | 0.00% | 66 | 7 | 11.9% | $460 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL COM | $4,333 | 0.00% | 53 | 20 | 60.6% | $1,635 | 加仓 |
| CACI | CACI INTL INC CL A | $4,351 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC COM | $4,386 | 0.00% | 23 | 4 | 21.1% | $763 | 加仓 |
| CC | CHEMOURS CO COM | $4,406 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC COM | $4,497 | 0.00% | 13 | 1 | 8.3% | $346 | 加仓 |
| WAB | WABTEC COM | $4,498 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC COM | $4,507 | 0.00% | 58 | 19 | 48.7% | $1,476 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $4,513 | 0.00% | 8 | -11 | -57.9% | -$6,205 | 减仓 |
| KEX | KIRBY CORP COM | $4,518 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TK | TEEKAY CORPORATION LTD SHS | $4,518 | 0.00% | 379 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC COM | $4,524 | 0.00% | 70 | 9 | 14.8% | $582 | 加仓 |
| MOH | MOLINA HEALTHCARE INC COM | $4,532 | 0.00% | 34 | 6 | 21.4% | $800 | 加仓 |
| CE | CELANESE CORP DEL COM | $4,538 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP COM | $4,544 | 0.00% | 53 | 19 | 55.9% | $1,629 | 加仓 |
| KBH | KB HOME COM | $4,554 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $4,582 | 0.00% | 42 | 42 | — | $4,582 | 新建仓 |
| MELI | MERCADOLIBRE INC COM | $4,610 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $4,614 | 0.00% | 131 | 43 | 48.9% | $1,515 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $4,616 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC COM | $4,627 | 0.00% | 136 | 61 | 81.3% | $2,075 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $4,653 | 0.00% | 33 | -5 | -13.2% | -$705 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC COM | $4,654 | 0.00% | 200 | 30 | 17.6% | $698 | 加仓 |
| VSAT | VIASAT INC COM | $4,678 | 0.00% | 107 | -11 | -9.3% | -$481 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $4,824 | 0.00% | 52 | -15 | -22.4% | -$1,392 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $4,848 | 0.00% | 59 | 10 | 20.4% | $822 | 加仓 |
| NEM | NEWMONT CORP COM | $4,871 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC CL A | $4,885 | 0.00% | 39 | 5 | 14.7% | $626 | 加仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $4,900 | 0.00% | 228 | -35 | -13.3% | -$752 | 减仓 |
| COO | COOPER COS INC COM | $4,955 | 0.00% | 69 | 7 | 11.3% | $503 | 加仓 |
| MTB | M & T BK CORP COM | $4,961 | 0.00% | 24 | -1 | -4.0% | -$207 | 减仓 |
| INSM | INSMED INC COM PAR $.01 | $4,963 | 0.00% | 30 | 1 | 3.4% | $165 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP COM | $5,106 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC COM | $5,135 | 0.00% | 32 | -26 | -44.8% | -$4,172 | 减仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $5,166 | 0.00% | 169 | 169 | — | $5,166 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $5,233 | 0.00% | 16 | 5 | 45.5% | $1,635 | 加仓 |
| — | NUVEEN CORE EQUITY ALPHA FD COM | $5,235 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $5,268 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TR BTC SHS | $5,276 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION COM | $5,277 | 0.00% | 30 | 4 | 15.4% | $704 | 加仓 |
| SOBO | SOUTH BOW CORP. COM | $5,331 | 0.00% | 160 | -100 | -38.5% | -$3,332 | 减仓 |
| CLX | CLOROX CO DEL COM | $5,389 | 0.00% | 52 | -429 | -89.2% | -$4.45万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $5,412 | 0.00% | 49 | 12 | 32.4% | $1,325 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $5,493 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $5,495 | 0.00% | 45 | -4 | -8.2% | -$488 | 减仓 |
| FHN | FIRST HORIZON CORPORATION COM | $5,622 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| SGDM | SPROTT GOLD MINERS ETF | $5,649 | 0.00% | 80 | 80 | — | $5,649 | 新建仓 |
| TECK | TECK RESOURCES LTD CL B | $5,750 | 0.00% | 119 | -63 | -34.6% | -$3,044 | 减仓 |
| THO | THOR INDS INC COM | $5,759 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC CL A | $5,846 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP COM | $5,926 | 0.00% | 22 | 1 | 4.8% | $269 | 加仓 |
| BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $5,979 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| ULS | UL SOLUTIONS INC CLASS A COM SHS | $6,040 | 0.00% | 70 | 3 | 4.5% | $259 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $6,162 | 0.00% | 141 | 6 | 4.4% | $262 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $6,165 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW COM | $6,200 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC COM | $6,200 | 0.00% | 45 | 32 | 246.2% | $4,409 | 加仓 |
| AXTA | AXALTA COATING SYS LTD COM | $6,260 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC SHS CL A | $6,308 | 0.00% | 104 | 38 | 57.6% | $2,305 | 加仓 |
| EL | LAUDER ESTEE COS INC CL A | $6,313 | 0.00% | 88 | -589 | -87.0% | -$4.23万 | 减仓 |
| EVRG | EVERGY INC COM | $6,390 | 0.00% | 78 | 33 | 73.3% | $2,703 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $6,398 | 0.00% | 243 | 7 | 3.0% | $184 | 加仓 |
| MMS | MAXIMUS INC COM | $6,410 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP COM | $6,474 | 0.00% | 10 | 10 | — | $6,474 | 新建仓 |
| ALLE | ALLEGION PLC ORD SHS | $6,584 | 0.00% | 45 | 1 | 2.3% | $146 | 加仓 |
| VTRS | VIATRIS INC COM | $6,593 | 0.00% | 488 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $6,693 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $6,822 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $6,923 | 0.00% | 60 | -16 | -21.1% | -$1,846 | 减仓 |
| CG | CARLYLE GROUP INC COM | $6,968 | 0.00% | 144 | -3 | -2.0% | -$145 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $7,016 | 0.00% | 117 | 45 | 62.5% | $2,698 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $7,084 | 0.00% | 100 | 100 | — | $7,084 | 新建仓 |
| EXEL | EXELIXIS INC COM | $7,094 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & CO CL A | $7,184 | 0.00% | 131 | -202 | -60.7% | -$1.11万 | 减仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $7,194 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS HOME & SEC INC COM | $7,248 | 0.00% | 186 | 91 | 95.8% | $3,546 | 加仓 |
| HAS | HASBRO INC COM | $7,301 | 0.00% | 78 | -10 | -11.4% | -$936 | 减仓 |
| VLTO | VERALTO CORP COM SHS | $7,339 | 0.00% | 83 | -5 | -5.7% | -$442 | 减仓 |
| ILMN | ILLUMINA INC COM | $7,467 | 0.00% | 61 | -12 | -16.4% | -$1,469 | 减仓 |
| GEM | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | $7,474 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $7,548 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT S A COM | $7,700 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO COM | $7,731 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC COM | $7,818 | 0.00% | 38 | -17 | -30.9% | -$3,498 | 减仓 |
| EDIV | SPDR S&P EMERGING MARKETS DIVIDEND ETF | $7,896 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $8,179 | 0.00% | 58 | 30 | 107.1% | $4,231 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $8,194 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC COM | $8,232 | 0.00% | 46 | 8 | 21.1% | $1,432 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $8,312 | 0.00% | 29 | 2 | 7.4% | $573 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $8,399 | 0.00% | 177 | 14 | 8.6% | $664 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC COM | $8,413 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM GOVERNMENT BOND ETF | $8,430 | 0.00% | 144 | -9 | -5.9% | -$527 | 减仓 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $8,486 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $8,679 | 0.00% | 44 | 2 | 4.8% | $394 | 加仓 |
| TDTF | FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUND | $8,752 | 0.00% | 363 | -36 | -9.0% | -$868 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $8,824 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $8,886 | 0.00% | 73 | 3 | 4.3% | $365 | 加仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX | $8,890 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $8,915 | 0.00% | 118 | 4 | 3.5% | $302 | 加仓 |
| AMRZ | AMRIZE LTD SHS | $8,949 | 0.00% | 165 | 74 | 81.3% | $4,013 | 加仓 |