NBT BANK, N.A.
NORWICH NY · SEC CIK 0000898413
$15.10亿2026Q2 申报市值
1,069持仓数
30.9%前十大占比 · 第一大 5.0%
144 / 149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
VOO 加仓+$697.18万
JMUB 加仓+$200.77万
AMERICAN FUNDS G 新建仓+$200.45万
SCHWAB GOVERNMEN 新建仓+$197.09万
LLY 加仓+$173.57万
2026Q2 卖出最多 按季末市值估算
IUSG 减仓-$2,032.54万
VTV 减仓-$1,781.63万
VTI 减仓-$1,673.41万
VCSH 减仓-$732.00万
IJT 减仓-$658.71万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $7,518.57万 | 4.98% | 201,559 | -1,063 | -0.5% | -$39.65万 | 减仓 |
| AAPL | APPLE INC | $7,423.04万 | 4.92% | 256,533 | -14,284 | -5.3% | -$413.32万 | 减仓 |
| GOOGL | Alphabet Inc Cl A | $5,062.65万 | 3.35% | 141,664 | -4,717 | -3.2% | -$168.57万 | 减仓 |
| GOOG | Alphabet Inc Cl C | $4,894.53万 | 3.24% | 138,526 | -6,197 | -4.3% | -$218.96万 | 减仓 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $4,637.49万 | 3.07% | 941,050 | 14,343 | 1.5% | $70.68万 | 加仓 |
| CAT | CATERPILLAR INC | $4,093.21万 | 2.71% | 38,438 | -1,639 | -4.1% | -$174.53万 | 减仓 |
| JPM | J P Morgan Chase & Co | $4,019.24万 | 2.66% | 122,789 | -2,219 | -1.8% | -$72.63万 | 减仓 |
| EFG | Ishares MSCI EAFE Growth ETF | $3,632.12万 | 2.41% | 291,924 | 550 | 0.2% | $6.84万 | 加仓 |
| TT | Trane Technologies Plc ADR | $2,750.55万 | 1.82% | 56,001 | -561 | -1.0% | -$27.55万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,647.61万 | 1.75% | 104,249 | -3,792 | -3.5% | -$96.31万 | 减仓 |
| AMZN | Amazon.Com Inc | $2,293.50万 | 1.52% | 96,228 | -2,218 | -2.3% | -$52.86万 | 减仓 |
| — | EXXON MOBIL CORP | $2,146.06万 | 1.42% | 156,968 | -10,965 | -6.5% | -$149.91万 | 减仓 |
| LOW | Lowes Companies Inc | $1,987.87万 | 1.32% | 90,157 | -812 | -0.9% | -$17.90万 | 减仓 |
| DE | DEERE & CO | $1,913.24万 | 1.27% | 30,162 | -118 | -0.4% | -$7.48万 | 减仓 |
| CSCO | Cisco Systems Inc | $1,786.02万 | 1.18% | 152,054 | -1,008 | -0.7% | -$11.84万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $1,761.04万 | 1.17% | 25,641 | 10,151 | 65.5% | $697.18万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,698.78万 | 1.13% | 115,847 | -5,177 | -4.3% | -$75.92万 | 减仓 |
| BRK/B | Berkshire Hathaway Cl B | $1,660.19万 | 1.10% | 33,178 | -3,744 | -10.1% | -$187.35万 | 减仓 |
| MCD | McDonalds Corp | $1,647.65万 | 1.09% | 60,954 | -766 | -1.2% | -$20.71万 | 减仓 |
| RTX | Raytheon Technologies Co | $1,553.21万 | 1.03% | 81,864 | -2,318 | -2.8% | -$43.98万 | 减仓 |
| IBM | IBM CORP | $1,416.62万 | 0.94% | 50,376 | -3,728 | -6.9% | -$104.83万 | 减仓 |
| WMT | Wal Mart Inc | $1,378.41万 | 0.91% | 121,703 | -5,676 | -4.5% | -$64.29万 | 减仓 |
| NVDA | NVIDIA CORP | $1,373.59万 | 0.91% | 68,648 | -2,729 | -3.8% | -$54.60万 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $1,372.16万 | 0.91% | 134,315 | 3,828 | 2.9% | $39.11万 | 加仓 |
| CVX | Chevron Corporation | $1,323.80万 | 0.88% | 79,862 | -2,299 | -2.8% | -$38.11万 | 减仓 |
| NBTB | NBT BANCORP INC | $1,290.77万 | 0.85% | 261,448 | 978 | 0.4% | $4.83万 | 加仓 |
| COST | Costco Wholesale Corp | $1,288.89万 | 0.85% | 13,778 | -383 | -2.7% | -$35.83万 | 减仓 |
| IGSB | iShares TR 1-5 Yr Inv Gr Corp | $1,266.11万 | 0.84% | 241,578 | -3,292 | -1.3% | -$17.25万 | 减仓 |
| ABBV | ABBVIE INC | $1,257.52万 | 0.83% | 49,973 | -1,148 | -2.2% | -$28.89万 | 减仓 |
| SDY | State Street SPDR S&P Dividend | $1,234.51万 | 0.82% | 81,122 | -830 | -1.0% | -$12.63万 | 减仓 |
| LLY | Lilly Eli & CO | $1,214.48万 | 0.80% | 10,125 | 1,447 | 16.7% | $173.57万 | 加仓 |
| PANW | Palo Alto Networks | $1,200.53万 | 0.80% | 35,204 | 3,010 | 9.3% | $102.65万 | 加仓 |
| MRK | Merck & Co Inc | $1,125.45万 | 0.75% | 87,583 | -2,313 | -2.6% | -$29.72万 | 减仓 |
| MDY | State Street SPDR S&P MIDCAP 4 | $1,041.60万 | 0.69% | 14,809 | -400 | -2.6% | -$28.13万 | 减仓 |
| TJX | TJX Cos Inc | $1,020.75万 | 0.68% | 67,376 | 330 | 0.5% | $5.00万 | 加仓 |
| GS | Goldman Sachs Group Inc | $993.87万 | 0.66% | 9,827 | -59 | -0.6% | -$5.97万 | 减仓 |
| UNP | Union Pac Corp | $981.87万 | 0.65% | 36,098 | -133 | -0.4% | -$3.62万 | 减仓 |
| SPY | State Street SPDR S&P 500 ETF | $981.64万 | 0.65% | 13,145 | -245 | -1.8% | -$18.30万 | 减仓 |
| IWM | Ishares Russell 2000 ETF | $981.58万 | 0.65% | 32,671 | -1,502 | -4.4% | -$45.13万 | 减仓 |
| GWW | Grainger W W Inc | $965.20万 | 0.64% | 7,095 | -183 | -2.5% | -$24.90万 | 减仓 |
| PEP | PEPSICO INC | $931.24万 | 0.62% | 68,777 | -2,092 | -3.0% | -$28.33万 | 减仓 |
| IEFA | Ishares Core Msci Eafe ETF | $892.90万 | 0.59% | 92,452 | -1,625 | -1.7% | -$15.69万 | 减仓 |
| ABT | ABBOTT LABS | $871.51万 | 0.58% | 96,045 | -2,329 | -2.4% | -$21.13万 | 减仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $864.44万 | 0.57% | 272,608 | -1,450 | -0.5% | -$4.60万 | 减仓 |
| EDV | Vanguard Extended Duration Tre | $824.37万 | 0.55% | 126,670 | -64,925 | -33.9% | -$422.53万 | 减仓 |
| BMO | Bank Montreal Quebec | $814.29万 | 0.54% | 46,083 | 14 | 0.0% | $2,474 | 加仓 |
| EFA | Ishares Msci Eafe ETF | $808.18万 | 0.54% | 77,799 | 260 | 0.3% | $2.70万 | 加仓 |
| DHR | Danaher Corp | $767.84万 | 0.51% | 40,311 | 295 | 0.7% | $5.62万 | 加仓 |
| ADP | Automatic Data Processing Inc | $765.30万 | 0.51% | 34,173 | -2,963 | -8.0% | -$66.36万 | 减仓 |
| SPGI | S&P Global Inc | $723.05万 | 0.48% | 17,754 | -357 | -2.0% | -$14.54万 | 减仓 |
| KO | THE COCA-COLA CO | $711.51万 | 0.47% | 87,549 | -1,135 | -1.3% | -$9.22万 | 减仓 |
| NEE | Nextera Energy Inc | $702.99万 | 0.47% | 80,095 | -3,885 | -4.6% | -$34.10万 | 减仓 |
| NFRA | FlexShares STOXX Glbl Brd Infr | $699.16万 | 0.46% | 109,039 | -4,666 | -4.1% | -$29.92万 | 减仓 |
| ORCL | ORACLE CORP | $694.40万 | 0.46% | 47,383 | -1,104 | -2.3% | -$16.18万 | 减仓 |
| GD | General Dynamics Corp | $689.78万 | 0.46% | 19,472 | -107 | -0.5% | -$3.79万 | 减仓 |
| SHY | Ishares 1-3 Year Treasury ETF | $685.07万 | 0.45% | 83,433 | -1,903 | -2.2% | -$15.63万 | 减仓 |
| XLK | State Street Technology Select | $680.52万 | 0.45% | 35,719 | 481 | 1.4% | $9.16万 | 加仓 |
| EEM | Ishares Msci Emerging Mkt ETF | $658.57万 | 0.44% | 96,268 | -640 | -0.7% | -$4.38万 | 减仓 |
| VTI | Vanguard Total Stock | $620.35万 | 0.41% | 16,764 | -45,221 | -73.0% | -$1,673.41万 | 减仓 |
| INTC | Intel Corp | $612.67万 | 0.41% | 43,878 | -145 | -0.3% | -$2.02万 | 减仓 |
| AVGO | Broadcom Inc | $604.55万 | 0.40% | 16,004 | 37 | 0.2% | $1.40万 | 加仓 |
| V | Visa Inc Cl A | $572.21万 | 0.38% | 16,678 | 534 | 3.3% | $18.32万 | 加仓 |
| QCOM | Qualcomm Inc | $565.07万 | 0.37% | 30,579 | -1,198 | -3.8% | -$22.14万 | 减仓 |
| ETN | Eaton Corp PLC | $545.86万 | 0.36% | 12,810 | 141 | 1.1% | $6.01万 | 加仓 |
| UNH | Unitedhealth Group Inc | $538.33万 | 0.36% | 12,952 | -257 | -1.9% | -$10.68万 | 减仓 |
| NYF | Ishares New York Muni Bond ETF | $527.89万 | 0.35% | 97,930 | 2,720 | 2.9% | $14.66万 | 加仓 |
| PM | Philip Morris International | $524.17万 | 0.35% | 28,974 | -220 | -0.8% | -$3.98万 | 减仓 |
| META | Meta Platforms Inc | $522.23万 | 0.35% | 9,271 | -161 | -1.7% | -$9.07万 | 减仓 |
| VXUS | Vanguard Total International S | $521.36万 | 0.35% | 60,985 | -910 | -1.5% | -$7.78万 | 减仓 |
| DIS | DISNEY WALT CO | $509.76万 | 0.34% | 52,962 | -696 | -1.3% | -$6.70万 | 减仓 |
| AXP | American Express CO | $500.34万 | 0.33% | 14,792 | -291 | -1.9% | -$9.84万 | 减仓 |
| HD | Home Depot Inc | $487.85万 | 0.32% | 13,833 | -1,015 | -6.8% | -$35.80万 | 减仓 |
| IJH | Ishares Core S&P Mid-Cap ETF | $479.98万 | 0.32% | 62,246 | -485 | -0.8% | -$3.74万 | 减仓 |
| AGG | Ishares Core Total U.S. Aggreg | $478.31万 | 0.32% | 48,324 | -56,919 | -54.1% | -$563.38万 | 减仓 |
| APH | Amphenol Corp | $469.23万 | 0.31% | 26,612 | -410 | -1.5% | -$7.23万 | 减仓 |
| IR | Ingersoll Rand Inc | $464.79万 | 0.31% | 56,689 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $458.76万 | 0.30% | 12,275 | 289 | 2.4% | $10.80万 | 加仓 |
| IBB | Ishares Nasdaq Biotech ETF | $433.84万 | 0.29% | 22,811 | -777 | -3.3% | -$14.78万 | 减仓 |
| NVS | Novartis Ag Spons ADR | $429.68万 | 0.28% | 27,417 | -406 | -1.5% | -$6.36万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $428.89万 | 0.28% | 5,727 | -3,582 | -38.5% | -$268.25万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $427.21万 | 0.28% | 8,521 | -88 | -1.0% | -$4.41万 | 减仓 |
| LIN | Linde PLC | $427.09万 | 0.28% | 8,230 | -299 | -3.5% | -$15.52万 | 减仓 |
| LMT | Lockheed Martin Corp | $421.06万 | 0.28% | 8,265 | -255 | -3.0% | -$12.99万 | 减仓 |
| VCLT | Vanguard Long-Term CorporateBo | $413.42万 | 0.27% | 54,940 | 0 | 0.0% | — | 不变 |
| CVS | CVS Health Corp | $405.39万 | 0.27% | 39,187 | -493 | -1.2% | -$5.10万 | 减仓 |
| SCZ | Ishares Msci Eafe Small Cap ET | $401.86万 | 0.27% | 48,846 | -1,321 | -2.6% | -$10.87万 | 减仓 |
| HYG | Ishares IBoxx High Yield Corpo | $400.43万 | 0.27% | 50,073 | -17,157 | -25.5% | -$137.20万 | 减仓 |
| SPDW | State St SPDR Port Developed W | $397.61万 | 0.26% | 78,907 | -158 | -0.2% | -$7,962 | 减仓 |
| XLB | State Street Materials Select | $395.76万 | 0.26% | 77,860 | -275 | -0.4% | -$1.40万 | 减仓 |
| GDX | Vaneck Vectors Gold Miners ETF | $393.01万 | 0.26% | 52,089 | 96 | 0.2% | $7,243 | 加仓 |
| CARR | Carrier Global Corporation | $384.21万 | 0.25% | 52,380 | -569 | -1.1% | -$4.17万 | 减仓 |
| TROW | T Rowe Price Group Inc | $381.00万 | 0.25% | 33,512 | -801 | -2.3% | -$9.11万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc Class A | $374.43万 | 0.25% | 5 | 0 | 0.0% | — | 不变 |
| ADI | Analog Devices Inc | $372.62万 | 0.25% | 9,382 | -20 | -0.2% | -$7,943 | 减仓 |
| IEMG | Ishares Core Emerging Markets | $371.87万 | 0.25% | 44,890 | -577 | -1.3% | -$4.78万 | 减仓 |
| PFE | PFIZER INC | $366.44万 | 0.24% | 152,177 | -13,054 | -7.9% | -$31.43万 | 减仓 |
| JMUB | JPMorgan Municipal ETF | $356.59万 | 0.24% | 70,395 | 39,635 | 128.9% | $200.77万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $347.84万 | 0.23% | 61,046 | -1,453 | -2.3% | -$8.28万 | 减仓 |
| VTV | Vanguard Value ETF | $345.54万 | 0.23% | 15,855 | -81,750 | -83.8% | -$1,781.63万 | 减仓 |
| XLU | State Street Utilities Select | $338.37万 | 0.22% | 74,630 | -437 | -0.6% | -$1.98万 | 减仓 |