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 |
|---|---|---|---|---|---|---|---|---|
| STLA | Stellantis N.V ADR | $1.14万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| SNDK | Sandisk Corp | $1.14万 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | Value Line, Inc. | $1.13万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| — | Invesco Muni Income Opp Trust | $1.13万 | 0.00% | 1,824 | 0 | 0.0% | — | 不变 |
| MSCI | Msci Inc | $1.12万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS ST BD FD OF AMER F2 | $1.11万 | 0.00% | 1,168 | 1,168 | — | $1.11万 | 新建仓 |
| SPOT | Spotify Technology SA | $1.10万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $1.09万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| HOG | Harley Davidson Inc | $1.09万 | 0.00% | 445 | 1 | 0.2% | $24 | 加仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | $1.06万 | 0.00% | 594 | -3,111 | -84.0% | -$5.56万 | 减仓 |
| ED | Consolidated Edison Inc | $1.03万 | 0.00% | 93 | -2,030 | -95.6% | -$22.46万 | 减仓 |
| AEP | American Elec Pwr Inc | $1.03万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $1.02万 | 0.00% | 374 | -2,901 | -88.6% | -$7.90万 | 减仓 |
| PSA | Public Storage Inc REIT | $1.02万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1.02万 | 0.00% | 101 | 1 | 1.0% | $101 | 加仓 |
| NVT | NVENT Electric PLC Shs | $1.00万 | 0.00% | 59 | 59 | — | $1.00万 | 新建仓 |
| OSK | Oshkosh Corp | $9,976 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | WisdomTree European Opportunit | $9,934 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| RPM | Rpm Intl Inc | $9,892 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| VNT | Vontier Corp | $9,686 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| — | DFA GLOBAL REAL ESTATE SECURITIES PORT | $9,527 | 0.00% | 824 | 824 | — | $9,527 | 新建仓 |
| LOGI | Logitech International S.A. | $9,375 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XE | X-ENERGY INC CLASS A | $9,180 | 0.00% | 500 | 500 | — | $9,180 | 新建仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $9,080 | 0.00% | 36 | -546 | -93.8% | -$13.77万 | 减仓 |
| KVUE | Kenvue Inc | $9,039 | 0.00% | 473 | 0 | 0.0% | — | 不变 |
| TMP | Tompkins Financial Corporation | $8,979 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| — | VANGUARD INFLATION-PROTECTED SECS INV | $8,874 | 0.00% | 750 | 750 | — | $8,874 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $8,773 | 0.00% | 107 | 1 | 0.9% | $82 | 加仓 |
| ESS | Essex Ppty Tr Inc | $8,748 | 0.00% | 30 | 30 | — | $8,748 | 新建仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $8,617 | 0.00% | 208 | -1,582 | -88.4% | -$6.55万 | 减仓 |
| BBWI | Bath & Body Works Inc | $8,604 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| ROST | Ross Stores Inc | $8,514 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VEEV | Veeva Sys Inc | $8,341 | 0.00% | 47 | 23 | 95.8% | $4,082 | 加仓 |
| MRVL | Marvell Technology Inc | $8,043 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | RANK ONE COMPUTING CORP | $7,905 | 0.00% | 1,500 | -2,000 | -57.1% | -$1.05万 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $7,851 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VIK | Viking Holdings Ltd | $7,850 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| XEXGX | EV TAX-MGD GBL DIV EQUIT | $7,848 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS CAPITAL INCOME BLDR F1 | $7,470 | 0.00% | 91 | 91 | — | $7,470 | 新建仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $7,458 | 0.00% | 78 | -28 | -26.4% | -$2,677 | 减仓 |
| LECO | Lincoln Elec Hldgs Inc | $7,434 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SIRI | Siriusxm Holdings Inc | $7,385 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| NB | Niocorp Devs Ltd ADR | $7,230 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $7,217 | 0.00% | 103 | -1,003 | -90.7% | -$7.03万 | 减仓 |
| APP | Applovin Corp | $7,213 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CLASS A | $7,181 | 0.00% | 100 | -50 | -33.3% | -$3,590 | 减仓 |
| BLV | Vanguard Bd Index Long Term Bo | $6,893 | 0.00% | 100 | -269 | -72.9% | -$1.85万 | 减仓 |
| WTV | WISDOMTREE U.S. VALUE FUND | $6,815 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| SHOP | Shopify Inc Cl A | $6,736 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| — | iShares MSCI Denmark ETF | $6,621 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | DFA FIVE-YEAR GLOBAL FIXED-INCOME I | $6,608 | 0.00% | 657 | 657 | — | $6,608 | 新建仓 |
| BSX | Boston Scientific Corp | $6,530 | 0.00% | 153 | -2,758 | -94.7% | -$11.77万 | 减仓 |
| PPL | Ppl Corporation | $6,398 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY ETF | $6,327 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| Z | Zillow Group Inc Cl C | $6,304 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CRCL | Circle Internet Group Inc | $6,263 | 0.00% | 100 | -40 | -28.6% | -$2,505 | 减仓 |
| — | Proshares Trust Pet Care ETF | $6,227 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE E | $6,169 | 0.00% | 107 | -43 | -28.7% | -$2,479 | 减仓 |
| CHRW | Ch Robinson Worldwide Inc | $6,027 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| WDC | Western Digital Corp | $5,748 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PGR | Progressive Corp Ohio | $5,680 | 0.00% | 26 | -6 | -18.8% | -$1,311 | 减仓 |
| — | Anixa Biosciences Inc | $5,600 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| NOV | NOV Inc | $5,546 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS CAPITAL WORLD BOND F2 | $5,539 | 0.00% | 349 | 349 | — | $5,539 | 新建仓 |
| OMC | Omnicom Group | $5,462 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CNP | Centerpoint Energy Inc | $5,417 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $5,319 | 0.00% | 53 | -198 | -78.9% | -$1.99万 | 减仓 |
| ALAB | Astera Labs Inc | $5,313 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | NYLI MACKAY HIGH YIELD CORPORATE BD CL I | $5,256 | 0.00% | 1,021 | 1,021 | — | $5,256 | 新建仓 |
| — | BROWN CAPITAL MGMT SMALL CO INV | $5,208 | 0.00% | 236 | 236 | — | $5,208 | 新建仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $5,196 | 0.00% | 114 | -22 | -16.2% | -$1,003 | 减仓 |
| — | Occidental Pete Corp Wt Exp 08 | $5,140 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| SPH | Suburban Propane Partners LP | $5,130 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NEM | Newmont Mng Corp | $5,044 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF | $5,043 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| OGN | Organon & Co | $5,010 | 0.00% | 370 | -45 | -10.8% | -$609 | 减仓 |
| — | VICTORY PIONEER SELECT MID CAP GROWTH A | $4,820 | 0.00% | 79 | 79 | — | $4,820 | 新建仓 |
| VFC | V.F. Corp | $4,754 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES CONVERTIBLE BONDETF | $4,748 | 0.00% | 39 | -582 | -93.7% | -$7.09万 | 减仓 |
| VOD | Vodafone Group Spons ADR | $4,721 | 0.00% | 357 | -83 | -18.9% | -$1,098 | 减仓 |
| AGIX | KRANESHARES TRUST PUBLIC-PRIVA | $4,689 | 0.00% | 100 | 100 | — | $4,689 | 新建仓 |
| CNC | Centene Corp | $4,686 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| ARGX | Argenx SE Spons ADR | $4,639 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTURY MID CAP VALUE INV | $4,588 | 0.00% | 280 | 280 | — | $4,588 | 新建仓 |
| PNR | Pentair PLC | $4,523 | 0.00% | 59 | 59 | — | $4,523 | 新建仓 |
| LW | Lamb Weston Holdings Inc | $4,404 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| MFC | Manulife Finl Corp ADR | $4,375 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| ORA | Ormat Technologies Inc | $4,356 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | $4,348 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LITE | Lumentum Hldgs Inc | $4,290 | 0.00% | 5 | -8 | -61.5% | -$6,864 | 减仓 |
| NCLH | Norwegian Cruise Line Holdings | $4,222 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MSI | Motorola Solutions, Inc | $4,153 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $4,130 | 0.00% | 47 | -1,006 | -95.5% | -$8.84万 | 减仓 |
| MC | MOELIS & CO CLASS A | $4,043 | 0.00% | 62 | 1 | 1.6% | $65 | 加仓 |
| NDAQ | Nasdaq Inc | $4,020 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $4,013 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | SCHWAB US TREASURY MONEY INVESTOR | $4,000 | 0.00% | 4,000 | 4,000 | — | $4,000 | 新建仓 |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3,968 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| WHR | Whirlpool Corporation | $3,942 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ALC | Alcon Inc ORD Shs | $3,920 | 0.00% | 58 | -81 | -58.3% | -$5,474 | 减仓 |