NBT BANK, N.A.
NORWICH NY · SEC CIK 0000898413
$15.26亿2026Q1 申报市值
1,073持仓数
28.2%前十大占比 · 第一大 4.9%
265 / 24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
IUSG 加仓+$1,930.03万
VTV 加仓+$1,872.97万
VTI 加仓+$1,659.19万
EDV 新建仓+$1,244.41万
AGG 加仓+$942.29万
2026Q1 卖出最多 按季末市值估算
A P Moeller Maer 减仓-$542.47万
MELI 减仓-$348.30万
SCHF 减仓-$202.27万
LLY 减仓-$195.55万
GEV 减仓-$152.84万
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 |
|---|---|---|---|---|---|---|---|---|
| SPDW | State St SPDR Port Developed W | $360.93万 | 0.24% | 79,065 | 879 | 1.1% | $4.01万 | 加仓 |
| XLB | State Street Materials Select | $390.44万 | 0.26% | 78,135 | -1,823 | -2.3% | -$9.11万 | 减仓 |
| SCZ | iShares MSCI EAFE Small-Cap | $393.36万 | 0.26% | 50,167 | -74 | -0.1% | -$5,802 | 减仓 |
| IBB | Ishares Nasdaq Biotech ETF | $398.28万 | 0.26% | 23,588 | -1,049 | -4.3% | -$17.71万 | 减仓 |
| GLD | SPDR Gold Trust | $407.57万 | 0.27% | 9,472 | 3,189 | 50.8% | $137.22万 | 加仓 |
| QCOM | QUALCOMM Inc. | $409.22万 | 0.27% | 31,777 | -716 | -2.2% | -$9.22万 | 减仓 |
| VCLT | Vanguard Long-Term CorporateBo | $410.51万 | 0.27% | 54,940 | 54,940 | — | $410.51万 | 新建仓 |
| VZ | Verizon Communications | $419.55万 | 0.27% | 83,575 | 7,540 | 9.9% | $37.85万 | 加仓 |
| NFLX | Netflix, Inc. | $419.65万 | 0.27% | 43,645 | 1,582 | 3.8% | $15.21万 | 加仓 |
| LIN | Linde PLC | $422.83万 | 0.28% | 8,529 | -689 | -7.5% | -$34.16万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $423.16万 | 0.28% | 8,609 | -1,323 | -13.3% | -$65.03万 | 减仓 |
| IJH | iShares Core S&P Mid-Cap | $423.62万 | 0.28% | 62,731 | -785 | -1.2% | -$5.30万 | 减仓 |
| NVS | Novartis AG | $425.00万 | 0.28% | 27,823 | -360 | -1.3% | -$5.50万 | 减仓 |
| ETN | Eaton Corp PLC | $453.13万 | 0.30% | 12,669 | -171 | -1.3% | -$6.12万 | 减仓 |
| IR | Ingersoll Rand Inc | $454.19万 | 0.30% | 56,689 | 5 | 0.0% | $401 | 加仓 |
| AXP | American Express CO | $456.23万 | 0.30% | 15,083 | -625 | -4.0% | -$18.91万 | 减仓 |
| PFE | Pfizer Inc. | $463.97万 | 0.30% | 165,231 | 13,691 | 9.0% | $38.44万 | 加仓 |
| XLK | State Street Technology Select | $468.31万 | 0.31% | 35,238 | 1,004 | 2.9% | $13.34万 | 加仓 |
| GDX | Vaneck Vectors Gold Miners ETF | $477.14万 | 0.31% | 51,993 | 4,043 | 8.4% | $37.10万 | 加仓 |
| VXUS | Vanguard Total International S | $477.27万 | 0.31% | 61,895 | -80 | -0.1% | -$6,169 | 减仓 |
| PM | Philip Morris Intl, Inc. | $482.69万 | 0.32% | 29,194 | -842 | -2.8% | -$13.92万 | 减仓 |
| V | Visa Inc Cl A | $487.94万 | 0.32% | 16,144 | -1,082 | -6.3% | -$32.70万 | 减仓 |
| HD | Home Depot Inc | $488.35万 | 0.32% | 14,848 | -144 | -1.0% | -$4.74万 | 减仓 |
| AVGO | Broadcom Inc | $494.19万 | 0.32% | 15,967 | 1,085 | 7.3% | $33.58万 | 加仓 |
| NYF | Ishares New York Muni Bond ETF | $505.76万 | 0.33% | 95,210 | -5,265 | -5.2% | -$27.97万 | 减仓 |
| LMT | Lockheed Martin Corp | $514.92万 | 0.34% | 8,520 | -701 | -7.6% | -$42.37万 | 减仓 |
| PANW | Palo Alto Networks | $516.13万 | 0.34% | 32,194 | -1,704 | -5.0% | -$27.32万 | 减仓 |
| DIS | Disney Walt CO New | $517.16万 | 0.34% | 53,658 | -3,686 | -6.4% | -$35.53万 | 减仓 |
| HYG | Ishares Iboxx $ High Yield Corporate Bond Etf | $534.88万 | 0.35% | 67,230 | 13,959 | 26.2% | $111.06万 | 加仓 |
| META | Meta Platforms Inc | $539.63万 | 0.35% | 9,432 | -390 | -4.0% | -$22.31万 | 减仓 |
| EEM | Ishares Msci Emerging Mkt ETF | $550.34万 | 0.36% | 96,908 | 11,462 | 13.4% | $65.09万 | 加仓 |
| ANGL | Vaneck Faln Angl Hy Bnd | $570.30万 | 0.37% | 198,572 | 191,303 | 2,631.8% | $549.42万 | 加仓 |
| IVV | iShares Core S&P 500 | $608.08万 | 0.40% | 9,309 | 3,481 | 59.7% | $227.38万 | 加仓 |
| BMO | Bank Montreal Quebec | $623.50万 | 0.41% | 46,069 | 44,769 | 3,443.8% | $605.90万 | 加仓 |
| — | Honeywell Intl Inc | $629.54万 | 0.41% | 27,852 | -611 | -2.1% | -$13.81万 | 减仓 |
| AOR | iShares Core Growth ETF | $657.81万 | 0.43% | 102,224 | 102,159 | 157,167.7% | $657.39万 | 加仓 |
| GD | General Dynamics Corp. | $671.99万 | 0.44% | 19,579 | -62 | -0.3% | -$2.13万 | 减仓 |
| KO | The Coca-Cola Company | $674.44万 | 0.44% | 88,684 | -594 | -0.7% | -$4.52万 | 减仓 |
| IJT | Ishares S&P Smll Cap 600 | $674.57万 | 0.44% | 46,615 | 43,050 | 1,207.6% | $622.98万 | 加仓 |
| VBR | Vanguard Small Cap Value ETF | $675.15万 | 0.44% | 31,077 | 30,246 | 3,639.7% | $657.09万 | 加仓 |
| IXUS | iShares Core MSCI Total Int'l St | $693.45万 | 0.45% | 80,038 | 78,673 | 5,763.6% | $681.62万 | 加仓 |
| SHY | Ishares 1-3 Year Treasury ETF | $704.62万 | 0.46% | 85,336 | -6,060 | -6.6% | -$50.04万 | 减仓 |
| ORCL | Oracle Corp. | $713.29万 | 0.47% | 48,487 | -156 | -0.3% | -$2.29万 | 减仓 |
| NFRA | FlexShares STOXX Glbl Brd Infr | $727.14万 | 0.48% | 113,705 | -4,055 | -3.4% | -$25.93万 | 减仓 |
| EFA | Ishares Msci Eafe ETF | $753.14万 | 0.49% | 77,539 | 498 | 0.6% | $4.84万 | 加仓 |
| ADP | Auto Data Processing | $754.53万 | 0.49% | 37,136 | -1,796 | -4.6% | -$36.49万 | 减仓 |
| DHR | Danaher Corp | $758.70万 | 0.50% | 40,016 | -1,671 | -4.0% | -$31.68万 | 减仓 |
| SPGI | S&P Global Inc | $770.33万 | 0.50% | 18,111 | -681 | -3.6% | -$28.97万 | 减仓 |
| NEE | Nextera Energy Inc | $780.01万 | 0.51% | 83,980 | -470 | -0.6% | -$4.37万 | 减仓 |
| GWW | Grainger W W Inc | $793.89万 | 0.52% | 7,278 | -186 | -2.5% | -$20.29万 | 减仓 |
| LLY | Eli Lilly and Company | $798.20万 | 0.52% | 8,678 | -2,126 | -19.7% | -$195.55万 | 减仓 |
| GS | Goldman Sachs Group Inc | $836.35万 | 0.55% | 9,886 | -1,510 | -13.3% | -$127.74万 | 减仓 |
| SCHD | Schwab US Dividend Equity ETF | $840.81万 | 0.55% | 274,058 | 286 | 0.1% | $8,774 | 加仓 |
| IWM | iShares Russell 2000 | $847.46万 | 0.56% | 34,173 | 51 | 0.1% | $1.26万 | 加仓 |
| IEFA | Ishares Core Msci Eafe ETF | $851.68万 | 0.56% | 94,077 | 7,882 | 9.1% | $71.36万 | 加仓 |
| SPY | State Street SPDR S&P 500 ETF | $870.78万 | 0.57% | 13,390 | 45 | 0.3% | $2.93万 | 加仓 |
| UNP | Union Pac Corp | $879.04万 | 0.58% | 36,231 | -403 | -1.1% | -$9.78万 | 减仓 |
| VCSH | Vanguard Short Term Corp Bond | $900.55万 | 0.59% | 113,606 | 110,205 | 3,240.4% | $873.59万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $925.61万 | 0.61% | 15,490 | -1,528 | -9.0% | -$91.31万 | 减仓 |
| MDY | State Street SPDR S&P MIDCAP 4 | $938.03万 | 0.61% | 15,209 | -521 | -3.3% | -$32.13万 | 减仓 |
| ABT | Abbott Laboratories | $1,010.01万 | 0.66% | 98,374 | -2,939 | -2.9% | -$30.17万 | 减仓 |
| AGG | Ishares Core U S Aggregate Bond Etf | $1,044.75万 | 0.68% | 105,243 | 94,922 | 919.7% | $942.29万 | 加仓 |
| TJX | TJX Cos Inc | $1,070.72万 | 0.70% | 67,046 | -72 | -0.1% | -$1.15万 | 减仓 |
| MRK | Merck & Co Inc | $1,081.36万 | 0.71% | 89,896 | -1,191 | -1.3% | -$14.33万 | 减仓 |
| PEP | Pepsico, Inc. | $1,100.52万 | 0.72% | 70,869 | -1,630 | -2.2% | -$25.31万 | 减仓 |
| NBTB | NBT Bancorp Inc. | $1,109.08万 | 0.73% | 260,470 | 13,082 | 5.3% | $55.70万 | 加仓 |
| ABBV | AbbVie Inc. | $1,111.83万 | 0.73% | 51,121 | -628 | -1.2% | -$13.66万 | 减仓 |
| CSCO | Cisco Systems Inc | $1,187.61万 | 0.78% | 153,062 | 466 | 0.3% | $3.62万 | 加仓 |
| SDY | State Street SPDR S&P Dividend | $1,196.01万 | 0.78% | 81,952 | -375 | -0.5% | -$5.47万 | 减仓 |
| EDV | Vanguard Extended Duration Tre | $1,244.41万 | 0.82% | 191,595 | 191,595 | — | $1,244.41万 | 新建仓 |
| NVDA | NVIDIA Corporation | $1,244.82万 | 0.82% | 71,377 | 1,257 | 1.8% | $21.92万 | 加仓 |
| IGSB | iShares Short-Term Corporate Bon | $1,287.04万 | 0.84% | 244,870 | -1,708 | -0.7% | -$8.98万 | 减仓 |
| IBM | Intl Business Machine Corp | $1,311.42万 | 0.86% | 54,104 | 7,818 | 16.9% | $189.50万 | 加仓 |
| STIP | iShares 0-5 Year TIPS Bond ETF | $1,349.63万 | 0.88% | 130,487 | 3,700 | 2.9% | $38.27万 | 加仓 |
| COST | Costco Wholesale Corp | $1,411.04万 | 0.92% | 14,161 | -1,005 | -6.6% | -$100.14万 | 减仓 |
| WMT | Wal Mart Inc | $1,583.07万 | 1.04% | 127,379 | 11,544 | 10.0% | $143.47万 | 加仓 |
| RTX | Raytheon Technologies Co | $1,623.87万 | 1.06% | 84,182 | 1,208 | 1.5% | $23.30万 | 加仓 |
| CVX | Chevron Corp. | $1,699.91万 | 1.11% | 82,161 | 64 | 0.1% | $1.32万 | 加仓 |
| DE | Deere & CO | $1,705.63万 | 1.12% | 30,280 | -848 | -2.7% | -$47.77万 | 减仓 |
| PG | Procter & Gamble Co | $1,748.07万 | 1.15% | 121,024 | 377 | 0.3% | $5.45万 | 加仓 |
| BRK/B | Berkshire Hathaway Cl B | $1,769.30万 | 1.16% | 36,922 | 1,769 | 5.0% | $84.77万 | 加仓 |
| VTV | Vanguard Value ETF | $1,915.02万 | 1.25% | 97,605 | 95,462 | 4,454.6% | $1,872.97万 | 加仓 |
| MCD | Mc Donalds Corp | $1,918.20万 | 1.26% | 61,720 | -1,304 | -2.1% | -$40.53万 | 减仓 |
| IUSG | Ishares Core S&P US | $1,932.64万 | 1.27% | 124,598 | 124,430 | 74,065.5% | $1,930.03万 | 加仓 |
| VTI | Vanguard Total Stock Market ET | $1,988.54万 | 1.30% | 61,985 | 51,719 | 503.8% | $1,659.19万 | 加仓 |
| AMZN | Amazon.com, Inc | $2,050.33万 | 1.34% | 98,446 | 3,567 | 3.8% | $74.29万 | 加仓 |
| LOW | Lowes Companies Inc | $2,149.42万 | 1.41% | 90,969 | -936 | -1.0% | -$22.12万 | 减仓 |
| TT | Trane Technologies Plc ADR | $2,357.16万 | 1.54% | 56,562 | -737 | -1.3% | -$30.71万 | 减仓 |
| JNJ | Johnson & Johnson | $2,640.95万 | 1.73% | 108,041 | 640 | 0.6% | $15.64万 | 加仓 |
| CAT | Caterpillar Inc | $2,839.29万 | 1.86% | 40,077 | 9,124 | 29.5% | $646.40万 | 加仓 |
| — | Exxonmobil Corp | $2,849.15万 | 1.87% | 167,933 | 7,518 | 4.7% | $127.55万 | 加仓 |
| EFG | iShares MSCI EAFE Growth | $3,245.03万 | 2.13% | 291,374 | 10,126 | 3.6% | $112.77万 | 加仓 |
| JPM | J P Morgan Chase & Co | $3,677.23万 | 2.41% | 125,008 | -1,252 | -1.0% | -$36.83万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $4,151.52万 | 2.72% | 144,723 | -3,456 | -2.3% | -$99.14万 | 减仓 |
| GOOGL | Alphabet Inc. Class A | $4,209.33万 | 2.76% | 146,381 | -2,689 | -1.8% | -$77.32万 | 减仓 |
| GUNR | FlexShares Mstar Glbl Upstrm N | $5,111.72万 | 3.35% | 926,707 | 12,539 | 1.4% | $69.17万 | 加仓 |
| AAPL | Apple Inc. | $6,873.07万 | 4.50% | 270,817 | 6,444 | 2.4% | $163.54万 | 加仓 |
| MSFT | Microsoft Corp | $7,500.44万 | 4.91% | 202,622 | -1,171 | -0.6% | -$43.35万 | 减仓 |