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 |
|---|---|---|---|---|---|---|---|---|
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $2.72万 | 0.00% | 392 | -270 | -40.8% | -$1.88万 | 减仓 |
| HAL | Halliburton CO | $2.72万 | 0.00% | 800 | 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 |
| EWT | iShares MSCI Taiwan ETF | $2.65万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| PEY | Invesco High Yield Eq Div ETF | $2.65万 | 0.00% | 1,142 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES ESG USD CORPORATE BOND ETF | $2.64万 | 0.00% | 1,142 | 0 | 0.0% | — | 不变 |
| — | TIDAL TR III/YWCA WOMENS EMPOW | $2.59万 | 0.00% | 610 | 0 | 0.0% | — | 不变 |
| ILCG | Ishares Mrnstar Lrg Cap | $2.53万 | 0.00% | 216 | -70 | -24.5% | -$8,191 | 减仓 |
| BC | Brunswick Corp | $2.53万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | INVESCO MAIN STREET SMALL CAP Y | $2.52万 | 0.00% | 938 | 938 | — | $2.52万 | 新建仓 |
| BHK | Blackrock Core Bond Trust | $2.50万 | 0.00% | 2,724 | 0 | 0.0% | — | 不变 |
| XYZ | Block Inc | $2.49万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| ODFL | Old Dominion Freight Line Inc | $2.43万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE &DEFENSE ETF | $2.42万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KLAC | Kla-tencor Corp | $2.41万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| LXRX | Lexicon Pharmaceuticals Inc | $2.40万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| SHM | ST STR SPDR NUVEEN ICE SHORT T | $2.40万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| KTOS | Kratos Defense & Security Solu | $2.39万 | 0.00% | 480 | 480 | — | $2.39万 | 新建仓 |
| OBDC | Blue Owl Capital Corporation | $2.39万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| LNG | Cheniere Energy Inc | $2.32万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| — | DFA REAL ESTATE SECURITIES I | $2.29万 | 0.00% | 506 | 506 | — | $2.29万 | 新建仓 |
| — | Dimensional Etf Trust | $2.28万 | 0.00% | 326 | 326 | — | $2.28万 | 新建仓 |
| NAD | Nuveen Quality Muni Income Fun | $2.27万 | 0.00% | 1,877 | 0 | 0.0% | — | 不变 |
| CHWY | Chewy Inc | $2.26万 | 0.00% | 1,152 | 0 | 0.0% | — | 不变 |
| HLT | Hilton Worldwide Hldgs Inc | $2.25万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| ATO | Atmos Energy Corp | $2.24万 | 0.00% | 130 | -135 | -50.9% | -$2.33万 | 减仓 |
| COIN | Coinbase Global Inc | $2.24万 | 0.00% | 153 | -70 | -31.4% | -$1.02万 | 减仓 |
| APA | APA Corporation | $2.18万 | 0.00% | 668 | -20 | -2.9% | -$651 | 减仓 |
| — | ALGER CAPITAL APPRECIATION INSTL I | $2.15万 | 0.00% | 344 | 344 | — | $2.15万 | 新建仓 |
| — | MERIDIAN GROWTH LEGACY | $2.14万 | 0.00% | 623 | 623 | — | $2.14万 | 新建仓 |
| — | FIRST EAGLE GLOBAL A | $2.12万 | 0.00% | 251 | 251 | — | $2.12万 | 新建仓 |
| FXE | Invesco Currencyshares Euro ET | $2.11万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES U.S. ENERGY ETF | $2.11万 | 0.00% | 372 | -467 | -55.7% | -$2.64万 | 减仓 |
| FBTC | Fidelity Wise Origin Bitcoin F | $2.09万 | 0.00% | 409 | 0 | 0.0% | — | 不变 |
| MYN | Blackrock Muniyield NY Quality | $2.08万 | 0.00% | 2,053 | 0 | 0.0% | — | 不变 |
| — | iShares MSCI Sweden Index | $2.07万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| TDY | Teledyne Technologies Inc | $2.07万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $2.07万 | 0.00% | 368 | -5,072 | -93.2% | -$28.48万 | 减仓 |
| MUFG | Mitsubishi UFJ Finl-Spon ADR | $2.05万 | 0.00% | 1,030 | 0 | 0.0% | — | 不变 |
| — | T. ROWE PRICE BLUE CHIP GROWTH I | $2.00万 | 0.00% | 94 | 94 | — | $2.00万 | 新建仓 |
| — | DFA EMERGING MARKETS CORE EQUITY 2 I | $2.00万 | 0.00% | 569 | 569 | — | $2.00万 | 新建仓 |
| LVS | Las Vegas Sands Corp | $1.99万 | 0.00% | 431 | 3 | 0.7% | $138 | 加仓 |
| ULTA | Ulta Beauty Inc | $1.98万 | 0.00% | 44 | -3 | -6.4% | -$1,353 | 减仓 |
| — | ALPS O'SHARES GLOBAL INTERNET GIANTS ETF SHARES | $1.97万 | 0.00% | 442 | 442 | — | $1.97万 | 新建仓 |
| NTRS | Northern Tr Corp | $1.93万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| — | SCHWAB MARKETTRACK BALANCED | $1.92万 | 0.00% | 904 | 904 | — | $1.92万 | 新建仓 |
| — | ALGER CAPITAL APPRECIATION Z | $1.91万 | 0.00% | 377 | 377 | — | $1.91万 | 新建仓 |
| CCI | Crown Castle Inc | $1.89万 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| FTNT | Fortinet Inc | $1.86万 | 0.00% | 121 | -74 | -37.9% | -$1.14万 | 减仓 |
| — | VANGUARD TOTAL BOND MARKET INDEX ADM | $1.85万 | 0.00% | 1,916 | 1,916 | — | $1.85万 | 新建仓 |
| LFUS | Littelfuse Inc | $1.82万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK GLOBAL EQUITY MKT NETRL A | $1.82万 | 0.00% | 1,160 | 1,160 | — | $1.82万 | 新建仓 |
| — | BLACKROCK GLOBAL ALLOCATION INV A | $1.81万 | 0.00% | 831 | 831 | — | $1.81万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $1.81万 | 0.00% | 443 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF | $1.81万 | 0.00% | 732 | -622 | -45.9% | -$1.53万 | 减仓 |
| — | AMERICAN FUNDS INTERM BD FD OF AMER F2 | $1.80万 | 0.00% | 1,438 | 1,438 | — | $1.80万 | 新建仓 |
| — | RUSSELL INV US STRATEGIC EQUITY S | $1.79万 | 0.00% | 980 | 980 | — | $1.79万 | 新建仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $1.79万 | 0.00% | 400 | -4,764 | -92.3% | -$21.32万 | 减仓 |
| WPM | Wheaton Precious Metals Corp | $1.76万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MTR LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS | $1.76万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS WASHINGTON MUTUAL F1 | $1.73万 | 0.00% | 260 | 260 | — | $1.73万 | 新建仓 |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | $1.72万 | 0.00% | 261 | 61 | 30.5% | $4,028 | 加仓 |
| RWO | STATE ST SPDR Dow Jones Global | $1.72万 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| SPCX | Space Ex Tech Spacex | $1.71万 | 0.00% | 100 | 100 | — | $1.71万 | 新建仓 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $1.69万 | 0.00% | 702 | -600 | -46.1% | -$1.45万 | 减仓 |
| — | DFA SHORT-TERM GOVERNMENT I | $1.69万 | 0.00% | 1,704 | 1,704 | — | $1.69万 | 新建仓 |
| ALGN | Align Technology Inc | $1.69万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OEF | iShares SP 100 Index | $1.68万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| PODD | Insulet Corp | $1.64万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| BIP | Brookfield Infrastructure Part | $1.64万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| DFJ | WisdomTree Japan SmallCap Divi | $1.61万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME | $1.58万 | 0.00% | 1,468 | 0 | 0.0% | — | 不变 |
| BOTZ | Global X Robotics Artfcl | $1.58万 | 0.00% | 416 | 0 | 0.0% | — | 不变 |
| — | SCHWAB MARKETTRACK GROWTH | $1.55万 | 0.00% | 530 | 530 | — | $1.55万 | 新建仓 |
| — | COLUMBIA DIVIDEND INCOME FUND S | $1.54万 | 0.00% | 389 | 389 | — | $1.54万 | 新建仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $1.54万 | 0.00% | 438 | 438 | — | $1.54万 | 新建仓 |
| — | INVESCO DEVELOPING MARKETS A | $1.54万 | 0.00% | 377 | 377 | — | $1.54万 | 新建仓 |
| BDJ | Blackrock Enhanced Equity Divi | $1.54万 | 0.00% | 1,605 | 1,605 | — | $1.54万 | 新建仓 |
| — | DFA INTERNATIONAL CORE EQUITY 2 I | $1.51万 | 0.00% | 687 | 687 | — | $1.51万 | 新建仓 |
| DRI | Darden Restaurants Inc | $1.50万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| VDC | Vanguard Consumer Staples ETF | $1.49万 | 0.00% | 66 | -175 | -72.6% | -$3.95万 | 减仓 |
| BEPC | Brookfield Renewable Corp Cl A | $1.48万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| EFNL | iShares MSCI Finland Capped | $1.48万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| BITO | ProShares Bitcoin Strategy ETF | $1.45万 | 0.00% | 1,818 | 6 | 0.3% | $48 | 加仓 |
| QYLD | Global X Fds Nasdaq 100 Cover | $1.42万 | 0.00% | 772 | 772 | — | $1.42万 | 新建仓 |
| — | OAKMARK ADVISOR | $1.40万 | 0.00% | 82 | 82 | — | $1.40万 | 新建仓 |
| — | Nuveen New York Amt-Free Quali | $1.40万 | 0.00% | 1,306 | 0 | 0.0% | — | 不变 |
| — | DFA ONE-YEAR FIXED-INCOME I | $1.40万 | 0.00% | 1,365 | 1,365 | — | $1.40万 | 新建仓 |
| CDW | CDW Corp | $1.39万 | 0.00% | 99 | -27 | -21.4% | -$3,797 | 减仓 |
| NGG | National Grid PLC ADR | $1.38万 | 0.00% | 166 | -44 | -21.0% | -$3,646 | 减仓 |
| LEN | Lennar Corp-Cl A | $1.32万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| — | CALVERT BOND A | $1.29万 | 0.00% | 883 | 883 | — | $1.29万 | 新建仓 |
| — | VESTAS WIND SYS A/S FSPONSORED ADR 0.333333333333 ORD SHS | $1.27万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| — | iShares MSCI Norway Capped | $1.27万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| EL | Lauder Estee Cos Cl-A | $1.27万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| EWL | iShares MSCI Switzerland Index | $1.26万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS GROWTH FUND OF AMER C | $1.25万 | 0.00% | 170 | 170 | — | $1.25万 | 新建仓 |
| — | DFA INTERNATIONAL SMALL CAP VALUE I | $1.25万 | 0.00% | 381 | 381 | — | $1.25万 | 新建仓 |
| TIP | ISHARES TIPS BOND ETF | $1.19万 | 0.00% | 109 | -413 | -79.1% | -$4.52万 | 减仓 |
| SONY | Sony Corp Sponsored ADR | $1.15万 | 0.00% | 571 | 0 | 0.0% | — | 不变 |