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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $12.23万 | 0.01% | 4,157 | -14,605 | -77.8% | -$42.98万 | 减仓 |
| RY | Royal Bank of Canada | $12.42万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| TPL | Texas Pacific Land Corporation | $12.43万 | 0.01% | 284 | -203 | -41.7% | -$8.88万 | 减仓 |
| ESML | iShares ESG Aware MSCI USA Sma | $12.46万 | 0.01% | 2,228 | -7 | -0.3% | -$392 | 减仓 |
| KJAN | Innovator Russell 2000 Power B | $12.55万 | 0.01% | 2,750 | 0 | 0.0% | — | 不变 |
| — | T. ROWE PRICE CAPITAL APPRECIATION I | $12.63万 | 0.01% | 3,333 | 3,333 | — | $12.63万 | 新建仓 |
| FISV | Fiserv Inc | $13.01万 | 0.01% | 2,653 | -475 | -15.2% | -$2.33万 | 减仓 |
| — | Warner Bros Discovery Inc | $13.38万 | 0.01% | 5,019 | -1,200 | -19.3% | -$3.20万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $13.40万 | 0.01% | 2,781 | -10,039 | -78.3% | -$48.37万 | 减仓 |
| SNPS | Synopsys Inc | $13.56万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| ADSK | Autodesk Inc | $13.78万 | 0.01% | 709 | 0 | 0.0% | — | 不变 |
| DMXF | iShares ESG Advanced MSCI EAFE | $13.98万 | 0.01% | 1,652 | -163 | -9.0% | -$1.38万 | 减仓 |
| — | INVESCO AMERICAN FRANCHISE A | $14.10万 | 0.01% | 4,473 | 4,473 | — | $14.10万 | 新建仓 |
| BHP | BHP Group Ltd Spons ADR | $14.24万 | 0.01% | 1,709 | -503 | -22.7% | -$4.19万 | 减仓 |
| MTB | M & T Bank Corp | $14.28万 | 0.01% | 600 | -67 | -10.0% | -$1.59万 | 减仓 |
| CEG | Constellation Energy Corp | $14.33万 | 0.01% | 577 | 89 | 18.2% | $2.21万 | 加仓 |
| GOVT | Ishares Tr US Treasury | $14.46万 | 0.01% | 6,349 | -9,858 | -60.8% | -$22.46万 | 减仓 |
| MGEE | Mge Energy Inc | $14.53万 | 0.01% | 1,781 | 3 | 0.2% | $245 | 加仓 |
| BX | Blackstone Inc | $14.60万 | 0.01% | 1,241 | 234 | 23.2% | $2.75万 | 加仓 |
| — | iShares ESG Advanced MSCI EM E | $14.82万 | 0.01% | 2,557 | -10 | -0.4% | -$579 | 减仓 |
| BBY | Best Buy Company Inc | $15.18万 | 0.01% | 2,000 | -269 | -11.9% | -$2.04万 | 减仓 |
| BP | BP PLC Spons ADR | $15.33万 | 0.01% | 4,149 | 0 | 0.0% | — | 不变 |
| WEC | Wec Energy Group Inc | $15.34万 | 0.01% | 1,314 | 0 | 0.0% | — | 不变 |
| — | DFA GLOBAL ALLOCATION 60/40 I | $15.52万 | 0.01% | 6,586 | 6,586 | — | $15.52万 | 新建仓 |
| VLO | Valero Energy Corp | $15.55万 | 0.01% | 597 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO CL A | $15.75万 | 0.01% | 910 | 0 | 0.0% | — | 不变 |
| MNST | Monster Beverage Corp New | $16.00万 | 0.01% | 1,665 | -1,050 | -38.7% | -$10.09万 | 减仓 |
| PH | Parker Hannifin Corp | $16.04万 | 0.01% | 164 | -25 | -13.2% | -$2.45万 | 减仓 |
| MCO | MOODYS CORP | $16.08万 | 0.01% | 355 | -68 | -16.1% | -$3.08万 | 减仓 |
| GPC | Genuine Parts CO | $16.12万 | 0.01% | 1,366 | -12 | -0.9% | -$1,416 | 减仓 |
| CLH | Clean Harbors Inc | $16.19万 | 0.01% | 542 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $16.24万 | 0.01% | 1,652 | 0 | 0.0% | — | 不变 |
| — | MFS CORE EQUITY I | $16.24万 | 0.01% | 2,779 | 2,779 | — | $16.24万 | 新建仓 |
| RAAX | Vaneck Real Assets ETF | $16.64万 | 0.01% | 4,195 | 4,195 | — | $16.64万 | 新建仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $16.69万 | 0.01% | 1,221 | -518 | -29.8% | -$7.08万 | 减仓 |
| HYS | PIMCO 0-5 Year High Yield Corp | $17.16万 | 0.01% | 1,835 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS EUPAC F2 | $17.23万 | 0.01% | 2,716 | 2,716 | — | $17.23万 | 新建仓 |
| DVY | Ishares DJ Select Dividend ETF | $17.32万 | 0.01% | 1,108 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $17.42万 | 0.01% | 2,280 | 1 | 0.0% | $76 | 加仓 |
| MELI | MERCADOLIBRE INC | $17.49万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| SU | Suncor Energy Inc | $17.56万 | 0.01% | 3,271 | -57 | -1.7% | -$3,060 | 减仓 |
| — | AMERICAN FUNDS SMALLCAP WORLD F2 | $17.68万 | 0.01% | 1,991 | 1,991 | — | $17.68万 | 新建仓 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $17.85万 | 0.01% | 1,850 | -1,133 | -38.0% | -$10.93万 | 减仓 |
| BIL | SPDR Tr Bloomberg 1-3 MO ETF | $18.05万 | 0.01% | 1,970 | 0 | 0.0% | — | 不变 |
| PFFD | Global X US Preferred ETF | $18.69万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| EQIX | Equinix Inc | $18.76万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| ES | Eversource Energy | $18.79万 | 0.01% | 2,600 | 0 | 0.0% | — | 不变 |
| ACN | Accenture PLC Cl A | $18.80万 | 0.01% | 1,511 | -239 | -13.7% | -$2.97万 | 减仓 |
| EXC | Exelon Corp | $19.32万 | 0.01% | 4,144 | -320 | -7.2% | -$1.49万 | 减仓 |
| PJUL | Innovator U.S. Equity Power Bu | $19.47万 | 0.01% | 3,988 | 0 | 0.0% | — | 不变 |
| — | VANGUARD GROWTH INDEX ADMIRAL | $19.60万 | 0.01% | 735 | 735 | — | $19.60万 | 新建仓 |
| VGSH | Vanguard Short-Term Treasury E | $19.89万 | 0.01% | 3,417 | -1,564 | -31.4% | -$9.10万 | 减仓 |
| KBE | ST STR SPDR S&P BANK ETF | $20.10万 | 0.01% | 2,947 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $20.41万 | 0.01% | 5,539 | -16,434 | -74.8% | -$60.54万 | 减仓 |
| IQLT | IShares Edge Intl Quality Fact | $20.71万 | 0.01% | 4,179 | 1,008 | 31.8% | $4.99万 | 加仓 |
| RACE | Ferrari NV | $20.74万 | 0.01% | 557 | 210 | 60.5% | $7.82万 | 加仓 |
| PSX | PHILLIPS 66 | $20.86万 | 0.01% | 1,234 | -179 | -12.7% | -$3.03万 | 减仓 |
| LNT | Alliant Energy Corp | $20.93万 | 0.01% | 2,743 | 2 | 0.1% | $153 | 加仓 |
| SPSB | State Street SPDR Portfolio Sh | $21.26万 | 0.01% | 7,085 | 0 | 0.0% | — | 不变 |
| CIBR | First Trust NASDAQ Cybersecuri | $21.56万 | 0.01% | 2,400 | 0 | 0.0% | — | 不变 |
| ROK | Rockwell Automation Inc | $21.64万 | 0.01% | 437 | -5 | -1.1% | -$2,475 | 减仓 |
| — | LOOMIS SAYLES INCOME INSTL | $22.07万 | 0.01% | 18,451 | 18,451 | — | $22.07万 | 新建仓 |
| DTM | DT Midstream Inc | $22.14万 | 0.01% | 1,509 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $22.22万 | 0.01% | 2,741 | -9,568 | -77.7% | -$77.56万 | 减仓 |
| — | HARBOR CAPITAL APPRECIATION INV | $23.00万 | 0.02% | 2,107 | 2,107 | — | $23.00万 | 新建仓 |
| ADBE | Adobe Inc | $23.02万 | 0.02% | 1,123 | -637 | -36.2% | -$13.06万 | 减仓 |
| VIG | Vanguard Dividend Appreciation | $23.12万 | 0.02% | 977 | 0 | 0.0% | — | 不变 |
| VLUE | iShares MSCI USA Value ETF | $23.16万 | 0.02% | 1,159 | -55 | -4.5% | -$1.10万 | 减仓 |
| CI | Cigna Group | $23.76万 | 0.02% | 862 | -30 | -3.4% | -$8,270 | 减仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $23.82万 | 0.02% | 2,907 | -33,302 | -92.0% | -$272.90万 | 减仓 |
| BAI | IShares A.I. Innovation and Te | $24.10万 | 0.02% | 4,571 | -100 | -2.1% | -$5,272 | 减仓 |
| ZBH | Zimmer Biomet Holdings Inc | $24.11万 | 0.02% | 2,800 | -119 | -4.1% | -$1.02万 | 减仓 |
| CEF | Sprott Physical Gold & Silver | $24.14万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| KHC | Kraft Heinz CO | $24.16万 | 0.02% | 10,227 | -1,623 | -13.7% | -$3.83万 | 减仓 |
| FDX | Fedex Corporation | $24.30万 | 0.02% | 776 | -155 | -16.6% | -$4.85万 | 减仓 |
| — | AMERICAN FUNDS CAPITAL INCOME BLDR F2 | $24.54万 | 0.02% | 2,998 | 2,998 | — | $24.54万 | 新建仓 |
| BKNG | Booking Hldgs Inc | $24.95万 | 0.02% | 1,400 | -50 | -3.4% | -$8,912 | 减仓 |
| CCJ | Cameco Corp ADR | $24.96万 | 0.02% | 2,450 | 0 | 0.0% | — | 不变 |
| PAYX | Paychex Inc | $25.32万 | 0.02% | 2,575 | -13,325 | -83.8% | -$131.02万 | 减仓 |
| DLR | Digital Realty Trust Inc REIT | $25.86万 | 0.02% | 1,440 | -340 | -19.1% | -$6.11万 | 减仓 |
| CALF | Pacer US Small Cap Cash Cows E | $25.87万 | 0.02% | 5,111 | 0 | 0.0% | — | 不变 |
| BKLN | Invesco Tr II Senior Loan ETF | $26.00万 | 0.02% | 12,765 | 0 | 0.0% | — | 不变 |
| TMUS | T-Mobile US Inc | $26.07万 | 0.02% | 1,554 | -8 | -0.5% | -$1,342 | 减仓 |
| MU | Micron Technology Inc | $26.09万 | 0.02% | 226 | 10 | 4.6% | $1.15万 | 加仓 |
| SPLV | Invesco SP 500 Low Volatility | $26.16万 | 0.02% | 3,493 | -604 | -14.7% | -$4.52万 | 减仓 |
| MAS | Masco Corp | $26.56万 | 0.02% | 3,264 | -163 | -4.8% | -$1.33万 | 减仓 |
| WMB | Williams Cos Inc | $26.58万 | 0.02% | 3,575 | -250 | -6.5% | -$1.86万 | 减仓 |
| HSY | The Hershey Company | $26.95万 | 0.02% | 1,536 | -1,125 | -42.3% | -$19.74万 | 减仓 |
| CR | Crane Co New/sh | $26.97万 | 0.02% | 1,209 | 50 | 4.3% | $1.12万 | 加仓 |
| MCK | McKesson Corp | $27.28万 | 0.02% | 361 | 0 | 0.0% | — | 不变 |
| — | TCW METWEST LOW DURATION BD M | $28.10万 | 0.02% | 33,492 | 33,492 | — | $28.10万 | 新建仓 |
| IDXX | Idexx Labs Inc | $28.27万 | 0.02% | 537 | -12 | -2.2% | -$6,317 | 减仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $28.36万 | 0.02% | 3,738 | -16,421 | -81.5% | -$124.60万 | 减仓 |
| JEPQ | JPMorgan NASDAQ Eqt Prem ETF | $29.04万 | 0.02% | 4,725 | 0 | 0.0% | — | 不变 |
| VV | Vanguard Large-Cap ETF | $29.34万 | 0.02% | 853 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $29.54万 | 0.02% | 8,729 | -17,365 | -66.5% | -$58.76万 | 减仓 |
| — | AMERICAN FUNDS AMERICAN MUTUAL F2 | $29.79万 | 0.02% | 4,635 | 4,635 | — | $29.79万 | 新建仓 |
| BALT | Innovator Defined Wealth Shld | $30.40万 | 0.02% | 8,871 | 0 | 0.0% | — | 不变 |
| URI | United Rentals Inc | $30.81万 | 0.02% | 272 | 0 | 0.0% | — | 不变 |
| HUBB | Hubbell Inc | $31.34万 | 0.02% | 599 | 9 | 1.5% | $4,709 | 加仓 |