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 |
|---|---|---|---|---|---|---|---|---|
| MGEE | Mge Energy Inc | $14.53万 | 0.01% | 1,781 | 3 | 0.2% | $245 | 加仓 |
| GOVT | Ishares Tr US Treasury | $14.46万 | 0.01% | 6,349 | -9,858 | -60.8% | -$22.46万 | 减仓 |
| CEG | Constellation Energy Corp | $14.33万 | 0.01% | 577 | 89 | 18.2% | $2.21万 | 加仓 |
| MTB | M & T Bank Corp | $14.28万 | 0.01% | 600 | -67 | -10.0% | -$1.59万 | 减仓 |
| BHP | BHP Group Ltd Spons ADR | $14.24万 | 0.01% | 1,709 | -503 | -22.7% | -$4.19万 | 减仓 |
| — | INVESCO AMERICAN FRANCHISE A | $14.10万 | 0.01% | 4,473 | 4,473 | — | $14.10万 | 新建仓 |
| DMXF | iShares ESG Advanced MSCI EAFE | $13.98万 | 0.01% | 1,652 | -163 | -9.0% | -$1.38万 | 减仓 |
| ADSK | Autodesk Inc | $13.78万 | 0.01% | 709 | 0 | 0.0% | — | 不变 |
| SNPS | Synopsys Inc | $13.56万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $13.40万 | 0.01% | 2,781 | -10,039 | -78.3% | -$48.37万 | 减仓 |
| — | Warner Bros Discovery Inc | $13.38万 | 0.01% | 5,019 | -1,200 | -19.3% | -$3.20万 | 减仓 |
| FISV | Fiserv Inc | $13.01万 | 0.01% | 2,653 | -475 | -15.2% | -$2.33万 | 减仓 |
| — | T. ROWE PRICE CAPITAL APPRECIATION I | $12.63万 | 0.01% | 3,333 | 3,333 | — | $12.63万 | 新建仓 |
| KJAN | Innovator Russell 2000 Power B | $12.55万 | 0.01% | 2,750 | 0 | 0.0% | — | 不变 |
| ESML | iShares ESG Aware MSCI USA Sma | $12.46万 | 0.01% | 2,228 | -7 | -0.3% | -$392 | 减仓 |
| TPL | Texas Pacific Land Corporation | $12.43万 | 0.01% | 284 | -203 | -41.7% | -$8.88万 | 减仓 |
| RY | Royal Bank of Canada | $12.42万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $12.23万 | 0.01% | 4,157 | -14,605 | -77.8% | -$42.98万 | 减仓 |
| LMBS | FIRST TRUST LOW DURATIONOPPORTUNITIES ETF | $12.18万 | 0.01% | 2,446 | -4,797 | -66.2% | -$23.88万 | 减仓 |
| SPG | Simon Ppty Group Inc | $12.17万 | 0.01% | 544 | 0 | 0.0% | — | 不变 |
| NULG | Nuveen ESG Large Cap Growth ET | $12.13万 | 0.01% | 1,036 | 0 | 0.0% | — | 不变 |
| VTWO | Vanguard Russell 2000 | $12.09万 | 0.01% | 996 | 30 | 3.1% | $3,642 | 加仓 |
| AMP | Ameriprise Financial Inc. | $11.47万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| IJUL | Innovator MSCI EAFE Power Buff | $11.08万 | 0.01% | 3,080 | 0 | 0.0% | — | 不变 |
| NFG | National Fuel Gas CO | $10.96万 | 0.01% | 1,420 | 0 | 0.0% | — | 不变 |
| ICLN | iShares Global Clean Energy ET | $10.94万 | 0.01% | 5,340 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS BOND FUND OF AMER F2 | $10.84万 | 0.01% | 9,623 | 9,623 | — | $10.84万 | 新建仓 |
| JULW | AllianzIM US Large Cap Buffer2 | $10.74万 | 0.01% | 2,630 | 0 | 0.0% | — | 不变 |
| VGLT | Vanguard Long-Term Treasury ET | $10.65万 | 0.01% | 1,930 | 0 | 0.0% | — | 不变 |
| — | ALGER CAPITAL APPRECIATION INSTL Z-2 | $10.57万 | 0.01% | 1,602 | 1,602 | — | $10.57万 | 新建仓 |
| PLTR | Palantir Technologies, Inc. | $10.56万 | 0.01% | 905 | 0 | 0.0% | — | 不变 |
| CHH | Choice Hotels International In | $10.48万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| — | Flexshares Disciplined Duratio | $10.42万 | 0.01% | 5,055 | 0 | 0.0% | — | 不变 |
| CPRT | Copart Inc | $10.29万 | 0.01% | 3,650 | 698 | 23.6% | $1.97万 | 加仓 |
| MKC | McCormick & CO Inc | $10.24万 | 0.01% | 2,030 | -200 | -9.0% | -$1.01万 | 减仓 |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $10.23万 | 0.01% | 374 | 0 | 0.0% | — | 不变 |
| — | MFS TOTAL RETURN I | $10.17万 | 0.01% | 5,182 | 5,182 | — | $10.17万 | 新建仓 |
| — | AMERICAN FUNDS INCOME FUND OF AMER F2 | $10.14万 | 0.01% | 3,718 | 3,718 | — | $10.14万 | 新建仓 |
| IJJ | Ishares S&P Midcap 400/Value E | $10.12万 | 0.01% | 685 | 30 | 4.6% | $4,432 | 加仓 |
| BALL | Ball Corp | $9.95万 | 0.01% | 1,595 | 0 | 0.0% | — | 不变 |
| IAU | iShares Gold Trust New | $9.95万 | 0.01% | 1,318 | 0 | 0.0% | — | 不变 |
| PYPL | Paypal Holdings Inc | $9.95万 | 0.01% | 2,304 | -5,936 | -72.0% | -$25.63万 | 减仓 |
| REGN | Regeneron Pharmaceuticals Inc | $9.79万 | 0.01% | 157 | -4 | -2.5% | -$2,494 | 减仓 |
| TPR | Tapestry Inc | $9.72万 | 0.01% | 664 | -10 | -1.5% | -$1,464 | 减仓 |
| ZBRA | Zebra Technologies Corp | $9.69万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| MTD | Mettler Toledo International | $9.58万 | 0.01% | 75 | -101 | -57.4% | -$12.90万 | 减仓 |
| LRCX | Lam Research Corporation | $9.53万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $9.37万 | 0.01% | 1,224 | -6,693 | -84.5% | -$51.23万 | 减仓 |
| — | DFA GLOBAL ALLOCATION 25/75 I | $9.31万 | 0.01% | 6,431 | 6,431 | — | $9.31万 | 新建仓 |
| EOG | Eog Res Inc | $9.26万 | 0.01% | 714 | -78 | -9.8% | -$1.01万 | 减仓 |
| SUSA | iShares MSCI USA ESG Select ET | $9.26万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| CPNG | Coupang Inc | $9.23万 | 0.01% | 5,315 | 0 | 0.0% | — | 不变 |
| — | DFA US LARGE COMPANY I | $9.19万 | 0.01% | 1,847 | 1,847 | — | $9.19万 | 新建仓 |
| ICF | IShares Cohen Steers REIT ETF | $9.03万 | 0.01% | 1,335 | 0 | 0.0% | — | 不变 |
| KIM | Kimco Realty Corp | $8.87万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| BNS | Bank of Nova Scotia Halifax | $8.68万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| TLTE | FlexShares Emerging Mkts Facto | $8.61万 | 0.01% | 1,112 | 0 | 0.0% | — | 不变 |
| AROC | Archrock Inc | $8.55万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| WDFC | Wd-40 Co Com | $8.53万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| — | DFA INTL SUSTAINABILITY CORE 1 | $8.46万 | 0.01% | 4,983 | 4,983 | — | $8.46万 | 新建仓 |
| — | DFA US SOCIAL CORE EQUITY 2 PORTFOLIO | $8.32万 | 0.01% | 2,245 | 2,245 | — | $8.32万 | 新建仓 |
| GLDM | World Gold Tr SPDR Gld Minis | $8.14万 | 0.01% | 1,025 | -13 | -1.3% | -$1,032 | 减仓 |
| SLV | iShares Silver Trust | $8.13万 | 0.01% | 1,520 | -290 | -16.0% | -$1.55万 | 减仓 |
| CHD | Church & Dwight Inc | $8.11万 | 0.01% | 837 | -15 | -1.8% | -$1,453 | 减仓 |
| CBU | Community Financial System, In | $8.07万 | 0.01% | 1,202 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO REIT | $7.99万 | 0.01% | 3,336 | -237 | -6.6% | -$5,674 | 减仓 |
| USHY | IShares Broad USD High Yield C | $7.83万 | 0.01% | 2,115 | 0 | 0.0% | — | 不变 |
| — | VANGUARD INFORMATION TECHNOLOGY IDX ADM | $7.71万 | 0.01% | 157 | 157 | — | $7.71万 | 新建仓 |
| PGX | Invesco Preferred ETF | $7.61万 | 0.01% | 7,020 | 0 | 0.0% | — | 不变 |
| — | DFA US SUSTAINABILITY CORE 1 | $7.57万 | 0.01% | 1,348 | 1,348 | — | $7.57万 | 新建仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $7.57万 | 0.01% | 1,268 | -6,087 | -82.8% | -$36.36万 | 减仓 |
| BNDX | Vanguard Total International B | $7.34万 | 0.00% | 1,516 | 0 | 0.0% | — | 不变 |
| VOE | Vanguard Mid-Cap Value Index F | $7.29万 | 0.00% | 369 | -22 | -5.6% | -$4,347 | 减仓 |
| — | BUFFALO INTERNATIONAL | $7.08万 | 0.00% | 2,451 | 2,451 | — | $7.08万 | 新建仓 |
| OXY | Occidental Pete Corp | $6.92万 | 0.00% | 1,425 | -8 | -0.6% | -$389 | 减仓 |
| — | Invesco Global Water ETF | $6.92万 | 0.00% | 1,539 | 0 | 0.0% | — | 不变 |
| SPYV | State Street SPDR Portfolio S& | $6.88万 | 0.00% | 1,132 | -693 | -38.0% | -$4.21万 | 减仓 |
| BKR | Baker Hughes Company | $6.85万 | 0.00% | 1,235 | 0 | 0.0% | — | 不变 |
| CNM | Core & Main Inc | $6.74万 | 0.00% | 1,396 | 0 | 0.0% | — | 不变 |
| VRSK | Verisk Analytics Inc | $6.66万 | 0.00% | 371 | -14 | -3.6% | -$2,513 | 减仓 |
| IXN | ISHARES GLOBAL TECH ETF | $6.59万 | 0.00% | 456 | -410 | -47.3% | -$5.92万 | 减仓 |
| EUAD | Select STOXX Europe Aerospace | $6.50万 | 0.00% | 1,540 | 0 | 0.0% | — | 不变 |
| — | CALAMOS GROWTH & INCOME A | $6.49万 | 0.00% | 1,097 | 1,097 | — | $6.49万 | 新建仓 |
| VOOV | Vanguard S&P 500 Value ETF | $6.47万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| NWFL | Norwood Financial Corp | $6.47万 | 0.00% | 2,011 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $6.43万 | 0.00% | 98 | 3 | 3.2% | $1,968 | 加仓 |
| CTAS | Cintas Corp | $6.39万 | 0.00% | 376 | -10 | -2.6% | -$1,701 | 减仓 |
| — | FIDELITY 500 INDEX | $6.35万 | 0.00% | 243 | 243 | — | $6.35万 | 新建仓 |
| SCHE | Schwab Emerging Markets ETF | $6.25万 | 0.00% | 1,725 | -10 | -0.6% | -$363 | 减仓 |
| WAT | Waters Corp | $6.19万 | 0.00% | 165 | -100 | -37.7% | -$3.75万 | 减仓 |
| SJM | Jm Smucker CO | $6.09万 | 0.00% | 541 | 0 | 0.0% | — | 不变 |
| GII | SPDR S&P Global Infrastructure | $6.06万 | 0.00% | 801 | 800 | 80,000.0% | $6.06万 | 加仓 |
| FMDE | Fidelity Enhanced Mid Cap Core | $6.05万 | 0.00% | 1,491 | 976 | 189.5% | $3.96万 | 加仓 |
| SNOW | Snowflake Inc | $5.96万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| — | FIDELITY NEW YORK MUNICIPAL INCOME | $5.95万 | 0.00% | 4,738 | 4,738 | — | $5.95万 | 新建仓 |
| KEY | Keycorp | $5.91万 | 0.00% | 2,562 | -2,161 | -45.8% | -$4.98万 | 减仓 |
| RMT | Royce Micro-Cap Trust, Inc. | $5.90万 | 0.00% | 4,031 | 0 | 0.0% | — | 不变 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $5.90万 | 0.00% | 736 | 0 | 0.0% | — | 不变 |
| — | VANGUARD WELLINGTON INV | $5.90万 | 0.00% | 1,253 | 1,253 | — | $5.90万 | 新建仓 |
| OGE | Oge Energy Corp | $5.84万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |