South State Corp.
- SEC CIK
- 0000764038
- 最新申報
- 2026/8/6
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/12 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 1,704
- 較 2024 年第 4 季 +1,027
- 總值
- $21.9 億
- 較 2024 年第 4 季 +$6.62 億 (+43.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 507,677 | $1.13 億 | 5.2% | +166,932+49.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 274,143 | $1.03 億 | 4.7% | +57,728+26.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,184,226 | $7,162 萬 | 3.3% | +1,184,226 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 123,035 | $6,553 萬 | 3.0% | +11,457+10.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 179,994 | $6,343 萬 | 2.9% | +59,539+49.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,545,488 | $4,827 萬 | 2.2% | +1,545,488 | 新進 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 1,885,075 | $4,535 萬 | 2.1% | +11,035+0.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 960,209 | $4,517 萬 | 2.1% | +960,209 | 新進 | – |
| MAMastercard Inc | Stock | 79,849 | $4,377 萬 | 2.0% | +13,606+20.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 161,988 | $3,974 萬 | 1.8% | +7,926+5.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 236,213 | $3,955 萬 | 1.8% | +1,389+0.6% | 加碼 | 歷史 |
| Victory Portfolios II92647N527 | CORE BD ETF | 771,747 | $3,623 萬 | 1.7% | +771,747 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 188,179 | $3,580 萬 | 1.6% | +18,962+11.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 61,679 | $3,466 萬 | 1.6% | +348+0.6% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 468,571 | $3,109 萬 | 1.4% | +468,571 | 新進 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 372,832 | $3,084 萬 | 1.4% | +133,982+56.1% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 152,893 | $2,641 萬 | 1.2% | +134,868+748.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 164,028 | $2,563 萬 | 1.2% | +24,453+17.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 25,937 | $2,453 萬 | 1.1% | +1,193+4.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 173,328 | $2,423 萬 | 1.1% | +8,669+5.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 194,451 | $2,368 萬 | 1.1% | +1,486+0.8% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 230,390 | $2,319 萬 | 1.1% | +38,723+20.2% | 加碼 | – |
| WMTWalmart Inc. | Stock | 251,292 | $2,206 萬 | 1.0% | −9,211−3.5% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 36,715 | $2,165 萬 | 1.0% | +1,009+2.8% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 56,052 | $2,150 萬 | 1.0% | +9,608+20.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 57,932 | $2,123 萬 | 1.0% | +1,385+2.4% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 100,952 | $2,070 萬 | 0.9% | +856+0.9% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 40,891 | $2,025 萬 | 0.9% | +1,576+4.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 103,566 | $2,009 萬 | 0.9% | +39,139+60.7% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 32,753 | $1,991 萬 | 0.9% | +1,816+5.9% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 75,301 | $1,912 萬 | 0.9% | +75,301 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 177,503 | $1,856 萬 | 0.8% | +112,608+173.5% | 加碼 | – |
| KOCoca Cola Co | Stock | 255,132 | $1,827 萬 | 0.8% | −77,066−23.2% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 126,867 | $1,773 萬 | 0.8% | +85,491+206.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 79,155 | $1,755 萬 | 0.8% | +69,152+691.3% | 加碼 | – |
| SONYSony Group Corp | SPONSORED ADR | 679,607 | $1,726 萬 | 0.8% | −14,654−2.1% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 243,155 | $1,724 萬 | 0.8% | +27,320+12.7% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 56,086 | $1,694 萬 | 0.8% | +1,195+2.2% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 161,817 | $1,632 萬 | 0.7% | +1,107+0.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 97,350 | $1,629 萬 | 0.7% | +3,071+3.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 77,642 | $1,627 萬 | 0.7% | +4,897+6.7% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 20,342 | $1,620 萬 | 0.7% | +263+1.3% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 37,140 | $1,615 萬 | 0.7% | −1,439−3.7% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 50,830 | $1,586 萬 | 0.7% | +14,148+38.6% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 120,041 | $1,585 萬 | 0.7% | +79,389+195.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 26,646 | $1,491 萬 | 0.7% | −40−0.1% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 242,204 | $1,469 萬 | 0.7% | +301+0.1% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 245,654 | $1,466 萬 | 0.7% | +229,425+1,413.7% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 79,379 | $1,353 萬 | 0.6% | +1,711+2.2% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 60,495 | $1,266 萬 | 0.6% | +2,651+4.6% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 47,831 | $1,236 萬 | 0.6% | +1,656+3.6% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 71,344 | $1,231 萬 | 0.6% | +4,927+7.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 51,649 | $1,220 萬 | 0.6% | +989+2.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 75,755 | $1,171 萬 | 0.5% | +9,646+14.6% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 439,248 | $1,137 萬 | 0.5% | +439,248 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 21,895 | $1,125 萬 | 0.5% | +21,857+57,518.4% | 加碼 | – |
| Vanguard Malvern FDS922020748 | CORE BD ETF | 136,869 | $1,060 萬 | 0.5% | +136,869 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 208,056 | $1,058 萬 | 0.5% | +124,668+149.5% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 70,004 | $1,050 萬 | 0.5% | +22,067+46.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 17,682 | $1,019 萬 | 0.5% | +2,128+13.7% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 143,858 | $976.1 萬 | 0.4% | −20,624−12.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 232,958 | $972.1 萬 | 0.4% | +1,171+0.5% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 127,303 | $963.0 萬 | 0.4% | +116,349+1,062.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 80,970 | $963.0 萬 | 0.4% | +14,828+22.4% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 25,357 | $940.3 萬 | 0.4% | +5,620+28.5% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 11,321 | $935.0 萬 | 0.4% | +891+8.5% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 117,313 | $926.1 萬 | 0.4% | +6,378+5.7% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 407,540 | $899.8 萬 | 0.4% | +407,186+115,024.3% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 113,045 | $884.9 萬 | 0.4% | +27,569+32.3% | 加碼 | – |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 277,435 | $867.3 萬 | 0.4% | +277,435 | 新進 | – |
| SNASnap-on Inc | COM | 23,503 | $792.1 萬 | 0.4% | +1,478+6.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 45,658 | $757.2 萬 | 0.3% | −10,499−18.7% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 24,257 | $755.7 萬 | 0.3% | +519+2.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 29,091 | $723.4 萬 | 0.3% | +2,639+10.0% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 53,936 | $715.5 萬 | 0.3% | +3,641+7.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 19,133 | $712.2 萬 | 0.3% | +1,061+5.9% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 30,700 | $710.4 萬 | 0.3% | +4,730+18.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 14,920 | $699.6 萬 | 0.3% | +7,952+114.1% | 加碼 | – |
| Barrick Gold Corp067901108 | COM | 355,857 | $691.8 萬 | 0.3% | −24,330−6.4% | 減碼 | – |
| ZSZscaler, Inc. | Stock | 34,602 | $686.6 萬 | 0.3% | +6,864+24.7% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 25,999 | $629.6 萬 | 0.3% | +405+1.6% | 加碼 | 歷史 |
| SHELShell plc | ADR | 83,990 | $615.5 萬 | 0.3% | +2,309+2.8% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 26,845 | $592.8 萬 | 0.3% | +164+0.6% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 13,484 | $590.3 萬 | 0.3% | −776−5.4% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 48,276 | $588.8 萬 | 0.3% | +1,628+3.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20,936 | $575.4 萬 | 0.3% | +10,603+102.6% | 加碼 | – |
| SSBSouthState Bank Corp | COM | 61,316 | $569.1 萬 | 0.3% | +17,457+39.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 89,374 | $551.5 萬 | 0.3% | −2,356−2.6% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 34,245 | $538.9 萬 | 0.2% | +29,790+668.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 49,102 | $538.4 萬 | 0.2% | +875+1.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 17,605 | $537.9 萬 | 0.2% | +701+4.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 22,167 | $517.0 萬 | 0.2% | +732+3.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 47,184 | $511.4 萬 | 0.2% | +22,769+93.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 23,419 | $495.9 萬 | 0.2% | −453−1.9% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 18,652 | $482.4 萬 | 0.2% | +795+4.5% | 加碼 | – |
| DISWalt Disney Co | Stock | 48,420 | $477.9 萬 | 0.2% | +2,384+5.2% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 91,071 | $476.9 萬 | 0.2% | −5,414−5.6% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 9,019 | $472.4 萬 | 0.2% | +288+3.3% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 63,326 | $465.4 萬 | 0.2% | +567+0.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 17,290 | $464.0 萬 | 0.2% | +552+3.3% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（42 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TBLDThornburg Income Builder Opportunities Trust | COM | 5,371 | $8.74 萬 | <0.1% | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 1,106 | $7.86 萬 | <0.1% | – |
| iShares Tr464288588 | MBS ETF | 818 | $7.50 萬 | <0.1% | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 1,220 | $6.28 萬 | <0.1% | – |
| EDREndeavor Group Holdings, Inc. | CL A COM | 2,000 | $6.26 萬 | <0.1% | 歷史 |
| BATRKAtlanta Braves Holdings, Inc. | COM SER C | 1,000 | $3.83 萬 | <0.1% | 歷史 |
| iShares Tr464288794 | US BR DEL SE ETF | 264 | $3.80 萬 | <0.1% | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 1,241 | $3.46 萬 | <0.1% | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 1,129 | $2.85 萬 | <0.1% | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 1,061 | $2.34 萬 | <0.1% | 歷史 |
| WDWalker & Dunlop, Inc. | COM | 200 | $1.94 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 659 | $1.72 萬 | <0.1% | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 319 | $1.62 萬 | <0.1% | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 229 | $1.24 萬 | <0.1% | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 253 | $1.15 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 145 | $1.08 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 510 | $1.07 萬 | <0.1% | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 401 | $1.05 萬 | <0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 101 | $8,993 | <0.1% | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 68 | $7,832 | <0.1% | – |
| AZPNAspen Technology, Inc. | COM | 26 | $6,490 | <0.1% | 歷史 |
| Listed FD Tr53656F847 | CORE ALT FD | 234 | $5,996 | <0.1% | – |
| OCGNOcugen, Inc. | COM | 7,000 | $5,635 | <0.1% | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 62 | $5,540 | <0.1% | 歷史 |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 226 | $5,223 | <0.1% | – |
| EXPOExponent Inc | COM | 48 | $4,277 | <0.1% | 歷史 |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 87 | $4,273 | <0.1% | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 96 | $3,798 | <0.1% | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 92 | $3,742 | <0.1% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 64 | $3,724 | <0.1% | – |
| MLMoneylion Inc. | COMM STK | 33 | $2,838 | <0.1% | 歷史 |
| BCEBce Inc | COM NEW | 101 | $2,341 | <0.1% | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 142 | $1,845 | <0.1% | – |
| Scio Diamond Technology Corp808831101 | Common Stock | 115,000 | $1,495 | <0.1% | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 58 | $1,388 | <0.1% | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 20 | $1,369 | <0.1% | – |
| AEVAAeva Technologies, Inc. | COM NEW | 280 | $1,330 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 10 | $893 | <0.1% | – |
| Altaba Inc Escrow021ESC017 | COM | 100 | $713 | <0.1% | – |
| Chaparral Energy15942R141 | Common Stock | 13 | $13 | <0.1% | – |
| EVAXEvaxion A/S | COM | 4 | $3 | <0.1% | 歷史 |
| World Trade Center Gsp Inc667992770 | Common Stock | 100 | $1 | <0.1% | – |