SB

SouthState Bank Corp

分散型投资策略趋势追踪型长期持有型

申报总市值

US$21.4亿

申报季度: 2026-03-31 · 持股只数: 1853

SouthState Bank Corp在最新一期 13F 报告中披露了 1853 项持股，申报期为 2026-03-31，总持股市值约为 US$21.4亿，季度换手率为 16.3%。

机构性格雪花图

集中度
5.83
持仓稳定性
16.29
动能／逆势
100
行业集中度
48.87
多样化
100
仓位均衡度
58.01

近期动向

  • 减仓 MSFT

    -0.3%　-US$2954.0万

  • 加仓 VLO

    -0.3%　US$968.8万

  • 加仓 VCSH

    +74.4%　US$755.8万

  • 减仓 V

    -3.4%　-US$949.9万

  • 减仓 ORCL

    -0.8%　-US$847.8万

  • 加仓 CVX

    +4.3%　US$646.4万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 1278 大持股（共 1853 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AAPLApple INC股票-科技5.27%-0.22%-1.46%
2MSFTMicrosoft CORP股票-科技4.43%-1.14%-0.33%
3AVGOBroadcom INC股票-科技3.14%-0.31%-2.48%
4PHYSSprott Physical Gold Trust股票-其他2.87%+0.22%-3.19%
5BRK-BBerkshire Hathaway Inc-cl B股票-其他2.83%-0.08%-2.25%
6JPMJpmorgan Chase & Co股票-金融2.28%-0.11%+0.46%
7IVVIshares Core S&p 500 ETFETF-大型股与成长2.27%—+4.21%
8VVisa Inc-class A Shares股票-金融2.20%-0.33%-3.43%
9GOOGAlphabet Inc-cl C股票-通信服务2.10%-0.09%+0.67%
10AMZNAmazon.com INC股票-周期性消费1.95%-0.09%+1.66%
11MAMastercard INC - A股票-金融1.84%-0.19%-0.71%
12WMTWalmart INC股票-非周期性消费1.54%+0.26%+3.92%
13SHYIshares 1-3 Year Treasury BoETF-政府公债1.49%—-3.62%
14PHParker Hannifin CORP股票-工业1.49%—-0.59%
15TJXTjx Companies INC股票-周期性消费1.47%—-0.44%
16VLOValero Energy CORP股票-能源1.33%+0.49%-0.31%
17NEENextera Energy INC股票-公用事业1.25%+0.26%+4.00%
18RMOPRockefeller Opport Muni ETFETF-其他1.22%+0.25%+21.11%
19DFUSDimensional US Eq Mkt ETFETF-其他1.18%-0.11%-8.40%
20COSTCostco Wholesale CORP股票-非周期性消费1.18%+0.18%-2.01%
21ORCLOracle CORP股票-科技1.18%-0.33%-0.83%
22VIGVanguard Dividend Apprec ETFETF-其他1.12%—+0.08%
23LHXL3harris Technologies INC股票-工业1.04%+0.21%+1.42%
24ISRGIntuitive Surgical INC股票-医疗保健1.03%-0.12%+5.64%
25CVXChevron CORP股票-能源1.03%+0.33%+4.26%
26KOCoca-cola Co/the股票-非周期性消费0.95%—-0.04%
27ROKRockwell Automation INC股票-工业0.91%—+1.09%
28HDHome Depot INC股票-周期性消费0.91%—-1.16%
29CBChubb Limited股票-金融0.88%—+0.13%
30JCPBJpmorgan Core Plus Bond ETFETF-其他0.85%—-3.83%
31DHRDanaher CORP股票-医疗保健0.84%-0.17%-3.54%
32GOOGLAlphabet Inc-cl A股票-通信服务0.83%—-1.54%
33VCSHVanguard S/t CORP Bond ETFETF-投资级公司债0.83%+0.37%+74.42%
34UITBVictoryshares Core IntermediETF-其他0.82%—-0.89%
35VEUVanguard Ftse All-world Ex-uETF-其他0.79%—-6.26%
36JMSTJPM Ultra-short Muni IncomeETF-其他0.78%+0.13%+14.13%
37ABBVAbbvie INC股票-医疗保健0.77%—+1.07%
38DFAIDimensional International CoETF-其他0.76%—-11.90%
39BBarrick Mining CORP股票-原材料0.71%—-1.80%
40SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.69%-0.08%-10.31%
41BSVVanguard Short-term Bond ETFETF-其他0.68%—+2.70%
42SONYSony Group CORP - Sp Adr股票-科技0.66%-0.15%-2.29%
43IJRIshares Core S&p Small-cap EETF-中小型股0.65%—-5.19%
44VUGVanguard Growth ETFETF-其他0.65%—+3.45%
45BXBlackstone INC股票-金融0.64%-0.17%+1.41%
46XOMExxon Mobil CORP股票-能源0.62%+0.22%+5.73%
47UNPUnion Pacific CORP股票-工业0.61%—+0.82%
48DGROIshares Core Dividend GrowthETF-其他0.61%—-3.11%
49ICEIntercontinental Exchange In股票-金融0.59%—+1.27%
50BACBank Of America CORP股票-金融0.58%—-0.69%
1–50 of 1,278

本季持股变动

SouthState Bank Corp 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares International Small (ISCF); 清仓: Astrazeneca Plc-spons Adr (AZNN); 清仓: Cadence Bank (CADE); 减仓: Microsoft CORP (MSFT) — 股数 -0.33%; 减仓: Valero Energy CORP (VLO) — 股数 -0.31%.

SouthState Bank Corp 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1VLOValero Energy CORP+0.5%-0.31%减仓
2VCSHVanguard S/t CORP Bond ETF+0.4%+74.42%加仓
3CVXChevron CORP+0.3%+4.26%加仓
4VEAVanguard Ftse Developed ETF+0.3%+84.20%加仓
5NOBLProshares S&p 500 Dividend A+0.3%+700.04%加仓
6WMTWalmart INC+0.3%+3.92%加仓
7NEENextera Energy INC+0.3%+4.00%加仓
8RMOPRockefeller Opport Muni ETF+0.3%+21.11%加仓
9XOMExxon Mobil CORP+0.2%+5.73%加仓
10PHYSSprott Physical Gold Trust+0.2%-3.19%减仓
11LHXL3harris Technologies INC+0.2%+1.42%加仓
12LNGCheniere Energy INC+0.2%+7.26%加仓
13COSTCostco Wholesale CORP+0.2%-2.01%减仓
14ETNEaton Corporation plc+0.1%+35.05%加仓
15JMSTJPM Ultra-short Muni Income+0.1%+14.13%加仓
16GEVGE Vernova INC+0.1%+40.64%加仓
17VOOVanguard S&p 500 ETF+0.1%+46.43%加仓
18HBANHuntington Bancshares INC+0.1%+19902.88%加仓
19QQQInvesco Qqq Trust Series 1+0.1%+49.77%加仓
20BRK-BBerkshire Hathaway Inc-cl B-0.1%-2.25%减仓
21SPYSs Spdr S&p 500 ETF Trust-us-0.1%-10.31%减仓
22IBMIntl Business Machines CORP-0.1%-3.07%减仓
23TRMBTrimble INC-0.1%-6.69%减仓
24GOOGAlphabet Inc-cl C-0.1%+0.67%加仓
25AMZNAmazon.com INC-0.1%+1.66%加仓
26SGOVIshares 0-3 Month Treasury B-0.1%-18.52%减仓
27ABTAbbott Laboratories-0.1%-15.21%减仓
28ELVElevance Health INC-0.1%-5.84%减仓
29JPMJpmorgan Chase & Co-0.1%+0.46%加仓
30DFUSDimensional US Eq Mkt ETF-0.1%-8.40%减仓
31ISRGIntuitive Surgical INC-0.1%+5.64%加仓
32ACNAccenture plc-0.1%-8.88%减仓
33GEGeneral Electric-0.1%-48.29%减仓
34SONYSony Group CORP - Sp Adr-0.2%-2.29%减仓
35DHRDanaher CORP-0.2%-3.54%减仓
36BXBlackstone INC-0.2%+1.41%加仓
37MAMastercard INC - A-0.2%-0.71%减仓
38ZSZscaler INC-0.2%-1.63%减仓
39ROPRoper Technologies INC-0.2%-16.65%减仓
40BSXBoston Scientific CORP-0.2%+4.00%加仓
41AAPLApple INC-0.2%-1.46%减仓
42NOWServicenow INC-0.2%-5.72%减仓
43ADBEAdobe INC-0.3%-5.79%减仓
44AVGOBroadcom INC-0.3%-2.48%减仓
45VVisa Inc-class A Shares-0.3%-3.43%减仓
46ORCLOracle CORP-0.3%-0.83%减仓
47MSFTMicrosoft CORP-1.1%-0.33%减仓
48ISCFIshares International Small—NEW新建仓
49AZNNAstrazeneca Plc-spons Adr—EXIT清仓
50CADECadence Bank—EXIT清仓

FAQ

SouthState Bank Corp 是什么机构？属于哪种投资人类型？
SouthState Bank Corp 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$21.4亿，分布在 1853 个已申报仓位之中。
SouthState Bank Corp 目前前几大持股有哪些？
根据最新 13F 申报，SouthState Bank Corp 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$1.1亿 (5.3%) 2. Microsoft CORP (MSFT) — US$9503.4万 (4.4%) 3. Broadcom INC (AVGO) — US$6720.4万 (3.1%) 4. Sprott Physical Gold Trust (PHYS) — US$6150.4万 (2.9%) 5. Berkshire Hathaway Inc-cl B (BRK-B) — US$6070.0万 (2.8%)
SouthState Bank Corp 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，SouthState Bank Corp 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 22 个既有持股、减仓 25 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Ishares International Small (ISCF); 清仓: Astrazeneca Plc-spons Adr (AZNN); 清仓: Cadence Bank (CADE); 减仓: Microsoft CORP (MSFT) — 股数 -0.33%; 减仓: Valero Energy CORP (VLO) — 股数 -0.31%
SouthState Bank Corp 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，SouthState Bank Corp 的主要板块分布如下： • Information Technology: 29.0% • Financials: 20.1% • Industrials: 9.7% • Health Care: 9.1% • Consumer Discretionary: 8.5% • Consumer Staples: 7.2%