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 |
|---|---|---|---|---|---|---|---|---|
| KTOS | Kratos Defense & Security Solu | $2.39万 | 0.00% | 480 | 480 | — | $2.39万 | 新建仓 |
| SHM | ST STR SPDR NUVEEN ICE SHORT T | $2.40万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LXRX | Lexicon Pharmaceuticals Inc | $2.40万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| KLAC | Kla-tencor Corp | $2.41万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE &DEFENSE ETF | $2.42万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ODFL | Old Dominion Freight Line Inc | $2.43万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| XYZ | Block Inc | $2.49万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| BHK | Blackrock Core Bond Trust | $2.50万 | 0.00% | 2,724 | 0 | 0.0% | — | 不变 |
| — | INVESCO MAIN STREET SMALL CAP Y | $2.52万 | 0.00% | 938 | 938 | — | $2.52万 | 新建仓 |
| BC | Brunswick Corp | $2.53万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ILCG | Ishares Mrnstar Lrg Cap | $2.53万 | 0.00% | 216 | -70 | -24.5% | -$8,191 | 减仓 |
| — | TIDAL TR III/YWCA WOMENS EMPOW | $2.59万 | 0.00% | 610 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES ESG USD CORPORATE BOND ETF | $2.64万 | 0.00% | 1,142 | 0 | 0.0% | — | 不变 |
| PEY | Invesco High Yield Eq Div ETF | $2.65万 | 0.00% | 1,142 | 0 | 0.0% | — | 不变 |
| EWT | iShares MSCI Taiwan ETF | $2.65万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| — | VIRTUS NEWFLEET INTERMEDIATE MUNCPL BD I | $2.68万 | 0.00% | 2,412 | 2,412 | — | $2.68万 | 新建仓 |
| HAL | Halliburton CO | $2.72万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $2.72万 | 0.00% | 392 | -270 | -40.8% | -$1.88万 | 减仓 |
| — | Invesco CurrencyShares Swiss E | $2.73万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| DGS | WisdomTree Emerging Mkts Small | $2.74万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| HSIC | Henry Schein Inc | $2.81万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| VTEB | Vanguard Tax Exempt Bd Idx ETF | $2.83万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES GLOBAL FINANCIALS ETF | $2.88万 | 0.00% | 231 | -73 | -24.0% | -$9,089 | 减仓 |
| — | VANGUARD DEVELOPED MARKETS INDEX ADMIRAL | $2.89万 | 0.00% | 1,260 | 1,260 | — | $2.89万 | 新建仓 |
| NXPI | NXP Semiconductors NV | $2.89万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| — | MFS RESEARCH I | $2.91万 | 0.00% | 466 | 466 | — | $2.91万 | 新建仓 |
| F | Ford Motor CO Del | $2.94万 | 0.00% | 2,115 | -3,300 | -60.9% | -$4.59万 | 减仓 |
| ARTY | Ishare Robot Artif Intel | $2.95万 | 0.00% | 387 | 0 | 0.0% | — | 不变 |
| JCPB | JPMorgan Core Plus Bond ETF | $2.96万 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| BIIB | Biogen Inc | $2.98万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| — | DFA US SMALL CAP I | $2.99万 | 0.00% | 480 | 480 | — | $2.99万 | 新建仓 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $2.99万 | 0.00% | 100 | -248 | -71.3% | -$7.42万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400ETF | $3.02万 | 0.00% | 212 | -3,724 | -94.6% | -$53.03万 | 减仓 |
| — | NATIXIS US EQUITY OPPORTUNITIES Y | $3.02万 | 0.00% | 493 | 493 | — | $3.02万 | 新建仓 |
| VTIP | Vanguard Shrt Inf Prot | $3.06万 | 0.00% | 608 | 41 | 7.2% | $2,061 | 加仓 |
| PHO | Invesco Water Resources ETF | $3.06万 | 0.00% | 443 | 0 | 0.0% | — | 不变 |
| DAL | Delta Air Lines Inc | $3.08万 | 0.00% | 329 | 1 | 0.3% | $94 | 加仓 |
| NTAP | Netapp Inc | $3.10万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WTRG | Essential Utils Inc | $3.16万 | 0.00% | 824 | 24 | 3.0% | $919 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $3.16万 | 0.00% | 578 | -194 | -25.1% | -$1.06万 | 减仓 |
| EWY | iShares MSCI South Korea Index | $3.17万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| PBR | Petroleo Brasileiro Sa Petrobr | $3.23万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | iShares ESG Advanced Hi Yld Co | $3.28万 | 0.00% | 702 | -15 | -2.1% | -$701 | 减仓 |
| PAVE | Global X U.S. Infrastructure D | $3.36万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| PCAR | Paccar Inc | $3.38万 | 0.00% | 281 | -6,300 | -95.7% | -$75.68万 | 减仓 |
| CWT | California Wtr Svc Group | $3.41万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| — | DFA INTERNATIONAL VALUE I | $3.41万 | 0.00% | 1,094 | 1,094 | — | $3.41万 | 新建仓 |
| TD | Toronto Dominion Bank | $3.45万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| STE | Steris PLC | $3.45万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| — | A P MOELLER MAERSK ORDFCLASS A | $3.46万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CTSH | Cognizant Technology Solutions | $3.48万 | 0.00% | 898 | -55 | -5.8% | -$2,130 | 减仓 |
| VLTO | Veralto Corp | $3.50万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| ITT | Itt Inc | $3.66万 | 0.00% | 185 | -2 | -1.1% | -$396 | 减仓 |
| — | VANGUARD BALANCED INDEX ADM | $3.69万 | 0.00% | 679 | 679 | — | $3.69万 | 新建仓 |
| WELL | Welltower Inc | $3.69万 | 0.00% | 163 | 1 | 0.6% | $227 | 加仓 |
| — | THORNBURG LIMITED-TERM MUNI A | $3.71万 | 0.00% | 2,737 | 2,737 | — | $3.71万 | 新建仓 |
| INVH | Invitation Homes Inc | $3.73万 | 0.00% | 1,235 | -1,100 | -47.1% | -$3.32万 | 减仓 |
| ANET | Arista Networks Inc | $3.74万 | 0.00% | 220 | -27 | -10.9% | -$4,587 | 减仓 |
| — | DODGE & COX INCOME I | $3.75万 | 0.00% | 2,955 | 2,955 | — | $3.75万 | 新建仓 |
| JMTG | JP Morgan Mortgage-Backed Secu | $3.75万 | 0.00% | 740 | 0 | 0.0% | — | 不变 |
| GH | Guardant Health Inc | $3.75万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| COR | Cencora Inc. | $3.76万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| ET | Energy Transfer Equity LP | $3.82万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| RS | Reliance, Inc. | $3.85万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| PNC | PNC Financial Services Group | $3.87万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| ELVA | Electrovaya Inc New | $3.88万 | 0.00% | 3,696 | 0 | 0.0% | — | 不变 |
| — | SCHWAB INTERNATIONAL INDEX | $3.96万 | 0.00% | 1,254 | 1,254 | — | $3.96万 | 新建仓 |
| CWB | ST STR SPDR BBG CONVERTIBLE SE | $4.03万 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| ETR | Entergy Corp | $4.04万 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| ROL | Rollins Inc | $4.09万 | 0.00% | 980 | 0 | 0.0% | — | 不变 |
| — | DFA US LARGE CAP VALUE I | $4.11万 | 0.00% | 631 | 631 | — | $4.11万 | 新建仓 |
| — | TCW METWEST TOTAL RETURN BD M | $4.11万 | 0.00% | 4,529 | 4,529 | — | $4.11万 | 新建仓 |
| — | FRANKLIN INCOME A1 | $4.12万 | 0.00% | 16,150 | 16,150 | — | $4.12万 | 新建仓 |
| ESGD | iShares ESG AW MSCI EAFE ETF | $4.13万 | 0.00% | 402 | 107 | 36.3% | $1.10万 | 加仓 |
| — | SCHWAB S&P 500 INDEX | $4.16万 | 0.00% | 2,153 | 2,153 | — | $4.16万 | 新建仓 |
| — | DODGE & COX INTERNATIONAL STOCK I | $4.17万 | 0.00% | 2,236 | 2,236 | — | $4.17万 | 新建仓 |
| SPYD | ST STR SPDR PORT S&P 500 HIGH | $4.20万 | 0.00% | 880 | 0 | 0.0% | — | 不变 |
| PID | Invesco Intl Divi Achi ETF | $4.22万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| — | T. ROWE PRICE CAPITAL APPRECIATION | $4.25万 | 0.00% | 1,123 | 1,123 | — | $4.25万 | 新建仓 |
| BBT | Beacon Financial Corp. | $4.26万 | 0.00% | 1,399 | 16 | 1.2% | $487 | 加仓 |
| TSCO | Tractor Supply Co | $4.27万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON TRITON T | $4.27万 | 0.00% | 1,415 | 1,415 | — | $4.27万 | 新建仓 |
| RDW | Redwire Corporation | $4.28万 | 0.00% | 3,500 | 3,500 | — | $4.28万 | 新建仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $4.29万 | 0.00% | 393 | -428 | -52.1% | -$4.67万 | 减仓 |
| RMD | Resmed Inc | $4.29万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| — | DFA US SMALL CAP VALUE I | $4.34万 | 0.00% | 714 | 714 | — | $4.34万 | 新建仓 |
| — | BLACKROCK HIGH YIELD PORT SVC | $4.37万 | 0.00% | 6,125 | 6,125 | — | $4.37万 | 新建仓 |
| — | CALAMOS GLOBAL OPPORTUNITIES A | $4.42万 | 0.00% | 2,929 | 2,929 | — | $4.42万 | 新建仓 |
| — | JPMORGAN LARGE CAP GROWTH I | $4.47万 | 0.00% | 508 | 508 | — | $4.47万 | 新建仓 |
| PKG | Packaging Corp Amer Com | $4.55万 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| MSEX | Middlesex Water CO | $4.61万 | 0.00% | 820 | 0 | 0.0% | — | 不变 |
| VMBS | Vanguard Mortgage-Backed Secs | $4.61万 | 0.00% | 985 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS INTL GR AND INC F2 | $4.62万 | 0.00% | 930 | 930 | — | $4.62万 | 新建仓 |
| CRWD | Crowdstrike Hldgs Inc | $4.66万 | 0.00% | 61 | 49 | 408.3% | $3.74万 | 加仓 |
| — | SCHWAB SMALL CAP INDEX | $4.74万 | 0.00% | 971 | 971 | — | $4.74万 | 新建仓 |
| — | SCHWAB FUNDAMENTAL US LARGE COMPANY IDX | $4.75万 | 0.00% | 1,287 | 1,287 | — | $4.75万 | 新建仓 |
| PPG | Ppg Industries Inc | $4.85万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETF | $4.91万 | 0.00% | 1,120 | -9,935 | -89.9% | -$43.51万 | 减仓 |
| — | VANGUARD LIFESTRATEGY 80/20 INV SHRS | $4.92万 | 0.00% | 887 | 887 | — | $4.92万 | 新建仓 |
| — | CONESTOGA SMALL CAP INVESTORS | $4.93万 | 0.00% | 695 | 695 | — | $4.93万 | 新建仓 |