13F 机构持仓

NBT BANK, N.A.

NORWICH NY · SEC CIK 0000898413

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$15.10亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MSFT 5.0%
AAPL 4.9%
GOOGL 3.4%
GOOG 3.2%
GUNR 3.1%
CAT 2.7%
JPM 2.7%
EFG 2.4%
TT 1.8%
JNJ 1.8%

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
DDOG Datadog Inc $3,1240.00%12 00.0% — 不变
OUST OUSTER INC CLASS A $3,1260.00%50 50— $3,126 新建仓
ZG Zillow Group Inc $3,1370.00%100 00.0% — 不变
COHR Coherent Corp $3,1560.00%8 -15-65.2% -$5,918 减仓
DBMF IMGP DBi Managed Futures Strat $3,2140.00%105 00.0% — 不变
— WASATCH INTERNATIONAL GROWTH INVESTOR $3,2840.00%206 206— $3,284 新建仓
— KraneShares Mount Lucas Mgd Fu $3,3020.00%120 00.0% — 不变
ACHC Acadia Healthcare Company, Inc $3,3070.00%112 00.0% — 不变
VRT Vertiv Holdings Co $3,3480.00%10 -20-66.7% -$6,696 减仓
— AMERICAN FUNDS US GOVERNMENT SEC F2 $3,5330.00%297 297— $3,533 新建仓
DVN Devon Energy Corporation $3,5540.00%86 53160.6% $2,190 加仓
— Avalonbay Communities Inc REIT $3,5850.00%19 00.0% — 不变
SR Spire Inc $3,5920.00%46 00.0% — 不变
EAGG ISHARES ESG U.S. AGGREGATE BOND ETF $3,6510.00%77 3167.4% $1,470 加仓
SCHB SCHWAB U.S. BROAD MARKETETF $3,6730.00%127 10.8% $29 加仓
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF $3,7710.00%11 -140-92.7% -$4.80万 减仓
KD KYNDRYL HLDGS INC $3,8910.00%344 -1,538-81.7% -$1.74万 减仓
VINIX VANGUARD INSTITUTIONAL INDEX I $3,8970.00%6 6— $3,897 新建仓
ALC Alcon Inc ORD Shs $3,9200.00%58 -81-58.3% -$5,474 减仓
WHR Whirlpool Corporation $3,9420.00%100 00.0% — 不变
UL UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS $3,9680.00%66 00.0% — 不变
— SCHWAB US TREASURY MONEY INVESTOR $4,0000.00%4,000 4,000— $4,000 新建仓
RVTY REVVITY INC $4,0130.00%36 00.0% — 不变
NDAQ Nasdaq Inc $4,0200.00%51 00.0% — 不变
MC MOELIS & CO CLASS A $4,0430.00%62 11.6% $65 加仓
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF $4,1300.00%47 -1,006-95.5% -$8.84万 减仓
MSI Motorola Solutions, Inc $4,1530.00%10 00.0% — 不变
NCLH Norwegian Cruise Line Holdings $4,2220.00%200 00.0% — 不变
LITE Lumentum Hldgs Inc $4,2900.00%5 -8-61.5% -$6,864 减仓
AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND $4,3480.00%100 00.0% — 不变
ORA Ormat Technologies Inc $4,3560.00%40 00.0% — 不变
MFC Manulife Finl Corp ADR $4,3750.00%108 00.0% — 不变
LW Lamb Weston Holdings Inc $4,4040.00%102 00.0% — 不变
PNR Pentair PLC $4,5230.00%59 59— $4,523 新建仓
— AMERICAN CENTURY MID CAP VALUE INV $4,5880.00%280 280— $4,588 新建仓
ARGX Argenx SE Spons ADR $4,6390.00%5 00.0% — 不变
CNC Centene Corp $4,6860.00%73 00.0% — 不变
AGIX KRANESHARES TRUST PUBLIC-PRIVA $4,6890.00%100 100— $4,689 新建仓
VOD Vodafone Group Spons ADR $4,7210.00%357 -83-18.9% -$1,098 减仓
ICVT ISHARES CONVERTIBLE BONDETF $4,7480.00%39 -582-93.7% -$7.09万 减仓
VFC V.F. Corp $4,7540.00%285 00.0% — 不变
— VICTORY PIONEER SELECT MID CAP GROWTH A $4,8200.00%79 79— $4,820 新建仓
OGN Organon & Co $5,0100.00%370 -45-10.8% -$609 减仓
JVAL JPMORGAN U.S. VALUE FACTOR ETF $5,0430.00%86 00.0% — 不变
NEM Newmont Mng Corp $5,0440.00%54 00.0% — 不变
SPH Suburban Propane Partners LP $5,1300.00%300 00.0% — 不变
— Occidental Pete Corp Wt Exp 08 $5,1400.00%193 00.0% — 不变
XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF $5,1960.00%114 -22-16.2% -$1,003 减仓
— BROWN CAPITAL MGMT SMALL CO INV $5,2080.00%236 236— $5,208 新建仓
— NYLI MACKAY HIGH YIELD CORPORATE BD CL I $5,2560.00%1,021 1,021— $5,256 新建仓
ALAB Astera Labs Inc $5,3130.00%11 00.0% — 不变
TLH ISHARES 10-20 YEAR TREASURY BOND ETF $5,3190.00%53 -198-78.9% -$1.99万 减仓
CNP Centerpoint Energy Inc $5,4170.00%123 00.0% — 不变
OMC Omnicom Group $5,4620.00%75 00.0% — 不变
— AMERICAN FUNDS CAPITAL WORLD BOND F2 $5,5390.00%349 349— $5,539 新建仓
NOV NOV Inc $5,5460.00%299 00.0% — 不变
— Anixa Biosciences Inc $5,6000.00%2,000 00.0% — 不变
PGR Progressive Corp Ohio $5,6800.00%26 -6-18.8% -$1,311 减仓
WDC Western Digital Corp $5,7480.00%9 00.0% — 不变
CHRW Ch Robinson Worldwide Inc $6,0270.00%32 00.0% — 不变
LCTD ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE E $6,1690.00%107 -43-28.7% -$2,479 减仓
— Proshares Trust Pet Care ETF $6,2270.00%130 00.0% — 不变
CRCL Circle Internet Group Inc $6,2630.00%100 -40-28.6% -$2,505 减仓
Z Zillow Group Inc Cl C $6,3040.00%200 00.0% — 不变
DDWM WISDOMTREE DYNAMIC INTERNATIONAL EQUITY ETF $6,3270.00%137 00.0% — 不变
PPL Ppl Corporation $6,3980.00%176 00.0% — 不变
BSX Boston Scientific Corp $6,5300.00%153 -2,758-94.7% -$11.77万 减仓
— DFA FIVE-YEAR GLOBAL FIXED-INCOME I $6,6080.00%657 657— $6,608 新建仓
— iShares MSCI Denmark ETF $6,6210.00%60 00.0% — 不变
SHOP Shopify Inc Cl A $6,7360.00%59 00.0% — 不变
WTV WISDOMTREE U.S. VALUE FUND $6,8150.00%67 00.0% — 不变
BLV Vanguard Bd Index Long Term Bo $6,8930.00%100 -269-72.9% -$1.85万 减仓
BROS DUTCH BROS INC CLASS A $7,1810.00%100 -50-33.3% -$3,590 减仓
APP Applovin Corp $7,2130.00%14 00.0% — 不变
CFG CITIZENS FINL GROUP INC $7,2170.00%103 -1,003-90.7% -$7.03万 减仓
NB Niocorp Devs Ltd ADR $7,2300.00%1,500 00.0% — 不变
SIRI Siriusxm Holdings Inc $7,3850.00%250 00.0% — 不变
LECO Lincoln Elec Hldgs Inc $7,4340.00%28 00.0% — 不变
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND $7,4580.00%78 -28-26.4% -$2,677 减仓
— AMERICAN FUNDS CAPITAL INCOME BLDR F1 $7,4700.00%91 91— $7,470 新建仓
XEXGX EV TAX-MGD GBL DIV EQUIT $7,8480.00%800 00.0% — 不变
VIK Viking Holdings Ltd $7,8500.00%75 00.0% — 不变
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF $7,8510.00%150 00.0% — 不变
— RANK ONE COMPUTING CORP $7,9050.00%1,500 -2,000-57.1% -$1.05万 减仓
MRVL Marvell Technology Inc $8,0430.00%27 00.0% — 不变
VEEV Veeva Sys Inc $8,3410.00%47 2395.8% $4,082 加仓
ROST Ross Stores Inc $8,5140.00%40 00.0% — 不变
BBWI Bath & Body Works Inc $8,6040.00%372 00.0% — 不变
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF $8,6170.00%208 -1,582-88.4% -$6.55万 减仓
ESS Essex Ppty Tr Inc $8,7480.00%30 30— $8,748 新建仓
WAL WESTERN ALLIANCE BANCORP $8,7730.00%107 10.9% $82 加仓
— VANGUARD INFLATION-PROTECTED SECS INV $8,8740.00%750 750— $8,874 新建仓
TMP Tompkins Financial Corporation $8,9790.00%95 00.0% — 不变
KVUE Kenvue Inc $9,0390.00%473 00.0% — 不变
IYW ISHARES U.S. TECHNOLOGY ETF $9,0800.00%36 -546-93.8% -$13.77万 减仓
XE X-ENERGY INC CLASS A $9,1800.00%500 500— $9,180 新建仓
LOGI Logitech International S.A. $9,3750.00%100 00.0% — 不变
— DFA GLOBAL REAL ESTATE SECURITIES PORT $9,5270.00%824 824— $9,527 新建仓
VNT Vontier Corp $9,6860.00%334 00.0% — 不变
RPM Rpm Intl Inc $9,8920.00%89 00.0% — 不变