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 |
|---|---|---|---|---|---|---|---|---|
| — | SCHWAB TOTAL STOCK MARKET INDEX | $31.73万 | 0.02% | 17,433 | 17,433 | — | $31.73万 | 新建仓 |
| VXF | Vanguard Extended Market Index | $31.83万 | 0.02% | 1,293 | 0 | 0.0% | — | 不变 |
| INTU | Intuit | $31.95万 | 0.02% | 1,224 | -93 | -7.1% | -$2.43万 | 减仓 |
| IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $32.06万 | 0.02% | 6,948 | -12,445 | -64.2% | -$57.43万 | 减仓 |
| DOV | Dover Corp | $33.28万 | 0.02% | 1,484 | -18 | -1.2% | -$4,037 | 减仓 |
| IWD | Ishares Tr Rus 1000 Val ETF | $33.33万 | 0.02% | 1,375 | 0 | 0.0% | — | 不变 |
| FNDB | Schwab Fundamental US Broad Mk | $33.75万 | 0.02% | 11,080 | -200 | -1.8% | -$6,092 | 减仓 |
| DB | Deutsche Bank Ag ADR | $33.78万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| STT | State Street Corp | $34.06万 | 0.02% | 2,008 | -7 | -0.3% | -$1,187 | 减仓 |
| TRP | TC Energy Corp Com NPV | $34.25万 | 0.02% | 5,166 | 0 | 0.0% | — | 不变 |
| IEF | Ishares Barclays 7-10 Year Tr | $34.30万 | 0.02% | 3,627 | -1,096 | -23.2% | -$10.36万 | 减仓 |
| PEG | Public Service Enterprise Grou | $34.49万 | 0.02% | 4,250 | -477 | -10.1% | -$3.87万 | 减仓 |
| FLRN | State Street SPDR Bloomberg In | $34.51万 | 0.02% | 11,185 | 9,730 | 668.7% | $30.02万 | 加仓 |
| YUM | YUM BRANDS INC | $34.96万 | 0.02% | 2,187 | -56 | -2.5% | -$8,952 | 减仓 |
| IWB | IShares Russell 1000 ETF | $35.63万 | 0.02% | 870 | -65 | -7.0% | -$2.66万 | 减仓 |
| SCHP | Schwab US TIPs ETF | $35.92万 | 0.02% | 13,556 | 0 | 0.0% | — | 不变 |
| ASML | Asml Holding N V | $36.01万 | 0.02% | 181 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $36.19万 | 0.02% | 2,211 | -5,629 | -71.8% | -$92.13万 | 减仓 |
| CME | CME Group Inc. | $36.30万 | 0.02% | 1,644 | -22 | -1.3% | -$4,858 | 减仓 |
| VEU | Vanguard Ftse All World | $36.63万 | 0.02% | 4,374 | -768 | -14.9% | -$6.43万 | 减仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $37.17万 | 0.02% | 9,722 | 7,922 | 440.1% | $30.29万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $37.51万 | 0.02% | 736 | -71 | -8.8% | -$3.62万 | 减仓 |
| CLX | Clorox Company | $37.80万 | 0.03% | 3,961 | -275 | -6.5% | -$2.62万 | 减仓 |
| CMG | Chipotle Mexican Grill Inc | $37.92万 | 0.03% | 11,152 | -3,061 | -21.5% | -$10.41万 | 减仓 |
| VUG | Vanguard Index Fds Growth ETF | $38.14万 | 0.03% | 4,428 | -528 | -10.7% | -$4.55万 | 减仓 |
| WM | Waste Management Inc | $38.34万 | 0.03% | 1,720 | 0 | 0.0% | — | 不变 |
| VYM | Vanguard High Dividend Yield E | $38.43万 | 0.03% | 2,432 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS CAPITAL WORLD GR&INC F2 | $38.71万 | 0.03% | 4,746 | 4,746 | — | $38.71万 | 新建仓 |
| IWS | Ishares Russell MidCap Value | $38.88万 | 0.03% | 2,362 | 54 | 2.3% | $8,888 | 加仓 |
| IGLB | Ishares Tr 10 Yr Invst Grd | $39.28万 | 0.03% | 7,850 | 0 | 0.0% | — | 不变 |
| IEI | Ishares 3-7 Year Treasury Bond | $39.35万 | 0.03% | 3,350 | 0 | 0.0% | — | 不变 |
| IGIB | Ishares 5-10 Yr Inv Gr Corp Bd | $39.38万 | 0.03% | 7,407 | -20 | -0.3% | -$1,063 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $39.55万 | 0.03% | 6,179 | -246 | -3.8% | -$1.57万 | 减仓 |
| WWD | Woodward Inc | $39.69万 | 0.03% | 933 | 0 | 0.0% | — | 不变 |
| DTE | DTE Energy Co | $40.90万 | 0.03% | 2,684 | 0 | 0.0% | — | 不变 |
| CDNS | Cadence Design System Inc | $41.02万 | 0.03% | 1,093 | 0 | 0.0% | — | 不变 |
| CAH | Cardinal Health Inc | $41.29万 | 0.03% | 1,738 | -15 | -0.9% | -$3,563 | 减仓 |
| GVI | iShares Tr Intrm Gov Cr ETF | $41.37万 | 0.03% | 3,899 | 0 | 0.0% | — | 不变 |
| RSP | Invesco S&P 500 Equal Weight E | $41.47万 | 0.03% | 1,949 | 0 | 0.0% | — | 不变 |
| FWONK | Liberty Media Corp Del | $41.54万 | 0.03% | 4,366 | 0 | 0.0% | — | 不变 |
| ENB | Enbridge Incorporated | $42.07万 | 0.03% | 7,760 | -705 | -8.3% | -$3.82万 | 减仓 |
| IQDF | FlexShares International Quali | $42.46万 | 0.03% | 12,285 | 0 | 0.0% | — | 不变 |
| J | Jacobs Solutions Inc | $42.56万 | 0.03% | 3,378 | 0 | 0.0% | — | 不变 |
| FTV | Fortive Corp | $43.16万 | 0.03% | 7,064 | -334 | -4.5% | -$2.04万 | 减仓 |
| IWY | IShares Russell Top 200 Growth | $44.46万 | 0.03% | 1,530 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA Holdings Inc | $44.56万 | 0.03% | 2,306 | 1,010 | 77.9% | $19.52万 | 加仓 |
| ALL | Allstate Corp | $44.76万 | 0.03% | 1,881 | -200 | -9.6% | -$4.76万 | 减仓 |
| TRV | Travelers Companies Inc | $44.83万 | 0.03% | 1,358 | 0 | 0.0% | — | 不变 |
| AGI | Alamos Gold Inc New | $44.93万 | 0.03% | 14,809 | 3,119 | 26.7% | $9.46万 | 加仓 |
| IJK | Ishares S&P Midcap 400/Grwth E | $45.83万 | 0.03% | 3,900 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS NEW PERSPECTIVE F2 | $45.84万 | 0.03% | 6,095 | 6,095 | — | $45.84万 | 新建仓 |
| XYL | Xylem Inc | $47.24万 | 0.03% | 3,996 | -5 | -0.1% | -$591 | 减仓 |
| TSLA | TESLA INC | $47.70万 | 0.03% | 1,134 | -1,632 | -59.0% | -$68.64万 | 减仓 |
| EPD | Enterprise Prods Partners LP | $48.16万 | 0.03% | 13,100 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $51.25万 | 0.03% | 1,901 | 7 | 0.4% | $1,887 | 加仓 |
| BDX | Becton Dickinson | $52.36万 | 0.03% | 3,460 | 181 | 5.5% | $2.74万 | 加仓 |
| MKL | Markel Group INC COM | $52.73万 | 0.03% | 270 | 0 | 0.0% | — | 不变 |
| MLM | Martin Marietta Matls Inc | $52.77万 | 0.03% | 915 | 0 | 0.0% | — | 不变 |
| HYDB | Ishares Tr High Yield Systemat | $53.10万 | 0.04% | 11,353 | -727 | -6.0% | -$3.40万 | 减仓 |
| ORLY | O'Reilly Automotive Inc | $53.50万 | 0.04% | 5,810 | -305 | -5.0% | -$2.81万 | 减仓 |
| DUK | Duke Energy Corp | $54.24万 | 0.04% | 4,285 | -549 | -11.4% | -$6.95万 | 减仓 |
| IWN | Ishares Russell 2000 Value ETF | $54.46万 | 0.04% | 2,462 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small-Cap ETF | $55.05万 | 0.04% | 1,816 | -155 | -7.9% | -$4.70万 | 减仓 |
| SPIB | ST STR SPDR PORT INTER TERM CO | $55.98万 | 0.04% | 16,731 | -45 | -0.3% | -$1,506 | 减仓 |
| SPEM | STATE ST SPDR PORT EMERGING MA | $56.60万 | 0.04% | 10,931 | 90 | 0.8% | $4,660 | 加仓 |
| FCX | Freeport-McMoran Inc | $57.36万 | 0.04% | 9,120 | -274 | -2.9% | -$1.72万 | 减仓 |
| MBB | ISHARES MBS ETF | $57.63万 | 0.04% | 6,097 | -1,211 | -16.6% | -$11.45万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITYFACTOR ETF | $58.06万 | 0.04% | 2,646 | -520 | -16.4% | -$11.41万 | 减仓 |
| — | AMERICAN FUNDS WASHINGTON MUTUAL F2 | $58.59万 | 0.04% | 8,771 | 8,771 | — | $58.59万 | 新建仓 |
| FNDF | Schwab Fundamental Intl Lg Co | $58.67万 | 0.04% | 11,121 | 151 | 1.4% | $7,967 | 加仓 |
| TEL | TE Connectivity PLC | $59.64万 | 0.04% | 2,958 | -146 | -4.7% | -$2.94万 | 减仓 |
| SHEL | SHELL PLC FTENDER OFFER EXP: | $60.18万 | 0.04% | 7,761 | -405 | -5.0% | -$3.14万 | 减仓 |
| KMB | Kimberly Clark Corp | $60.34万 | 0.04% | 5,497 | -100 | -1.8% | -$1.10万 | 减仓 |
| NOW | Servicenow Inc | $61.45万 | 0.04% | 6,190 | 1,025 | 19.8% | $10.18万 | 加仓 |
| CSX | Csx Corp | $61.97万 | 0.04% | 13,038 | -69 | -0.5% | -$3,280 | 减仓 |
| XLP | State Street Consumer Staples | $62.48万 | 0.04% | 7,522 | -47 | -0.6% | -$3,904 | 减仓 |
| ITW | Illinois Tool Wks Inc | $63.86万 | 0.04% | 2,361 | -67 | -2.8% | -$1.81万 | 减仓 |
| DOW | DOW INC | $64.50万 | 0.04% | 23,576 | -412 | -1.7% | -$1.13万 | 减仓 |
| C | Citigroup Inc | $66.31万 | 0.04% | 4,738 | -443 | -8.6% | -$6.20万 | 减仓 |
| CMCSA | COMCAST CORP NEW CLASS A | $66.38万 | 0.04% | 27,037 | -1,517 | -5.3% | -$3.72万 | 减仓 |
| PSK | State Street SPDR ICE Preferre | $66.91万 | 0.04% | 21,916 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices | $72.15万 | 0.05% | 1,242 | -320 | -20.5% | -$18.59万 | 减仓 |
| MAR | Marriott International Inc | $72.67万 | 0.05% | 1,961 | 0 | 0.0% | — | 不变 |
| CNI | Canadian National Railway Comp | $73.69万 | 0.05% | 6,180 | -200 | -3.1% | -$2.38万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $73.92万 | 0.05% | 20,048 | -8,478 | -29.7% | -$31.26万 | 减仓 |
| — | AMERICAN FUNDS INVMT CO OF AMER F2 | $74.76万 | 0.05% | 10,965 | 10,965 | — | $74.76万 | 新建仓 |
| TFC | Truist Financial Corporation | $74.88万 | 0.05% | 15,031 | -2,708 | -15.3% | -$13.49万 | 减仓 |
| AMT | American Tower Corp REIT | $78.01万 | 0.05% | 4,769 | -549 | -10.3% | -$8.98万 | 减仓 |
| FAST | Fastenal CO | $78.38万 | 0.05% | 16,318 | -235 | -1.4% | -$1.13万 | 减仓 |
| IWP | Ishares Russell Midcap Growth | $81.18万 | 0.05% | 5,545 | 0 | 0.0% | — | 不变 |
| XLC | State Street Comm Svcs Select | $81.84万 | 0.05% | 7,639 | 1,328 | 21.0% | $14.23万 | 加仓 |
| SHW | Sherwin Williams CO | $82.98万 | 0.05% | 2,410 | -987 | -29.1% | -$33.98万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $83.17万 | 0.06% | 3,663 | -57 | -1.5% | -$1.29万 | 减仓 |
| NKE | NIKE INC CLASS CLASS B | $84.53万 | 0.06% | 20,591 | -5,175 | -20.1% | -$21.24万 | 减仓 |
| SUB | iShares Short-Term National Mu | $84.70万 | 0.06% | 7,955 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC Sponsored ADR | $86.95万 | 0.06% | 16,587 | 19 | 0.1% | $996 | 加仓 |
| DKS | Dicks Sporting Goods Inc | $87.83万 | 0.06% | 3,872 | -252 | -6.1% | -$5.72万 | 减仓 |
| EMXC | Ishares MSCI Emerging Markets | $92.33万 | 0.06% | 9,025 | -344 | -3.7% | -$3.52万 | 减仓 |
| CMI | Cummins Inc | $93.36万 | 0.06% | 1,309 | 0 | 0.0% | — | 不变 |
| MUB | Ishares National Muni Bond ETF | $93.52万 | 0.06% | 8,690 | 3,695 | 74.0% | $39.77万 | 加仓 |