Strategic Financial Services, Inc.
UTICA NY · SEC CIK 0001432539
$21.02亿2026Q1 申报市值
152持仓数
74.0%前十大占比 · 第一大 16.1%
15 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTIP 加仓+$3,193.61万
VCSH 加仓+$2,255.03万
LRGF 加仓+$516.44万
VGSH 加仓+$328.01万
VGIT 加仓+$300.36万
2026Q1 卖出最多 按季末市值估算
GLDM 减仓-$3,129.55万
XBI 减仓-$2,952.97万
GLD 减仓-$105.94万
CMF 清仓-$103.58万
GSIE 减仓-$57.76万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CBU | COMMUNITY FINANCIAL SYSTEM I | $50.94万 | 0.02% | 8,686 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $48.51万 | 0.02% | 1,475 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $48.20万 | 0.02% | 3,390 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $47.85万 | 0.02% | 9,875 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $47.64万 | 0.02% | 11,606 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $47.37万 | 0.02% | 515 | 21 | 4.3% | $1.93万 | 加仓 |
| RTX | RTX CORPORATION | $47.32万 | 0.02% | 2,453 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $46.41万 | 0.02% | 1,772 | 165 | 10.3% | $4.32万 | 加仓 |
| CVX | CHEVRON CORPORATION | $45.95万 | 0.02% | 2,221 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $45.30万 | 0.02% | 343 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $45.01万 | 0.02% | 5,919 | 145 | 2.5% | $1.10万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $42.56万 | 0.02% | 1,408 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $42.05万 | 0.02% | 1,425 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $40.70万 | 0.02% | 8,812 | 8,812 | — | $40.70万 | 新建仓 |
| EMB | ISHARES TR | $40.44万 | 0.02% | 4,305 | -131 | -3.0% | -$1.23万 | 减仓 |
| TMP | TOMPKINS FINL CORP | $40.17万 | 0.02% | 5,095 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $39.89万 | 0.02% | 563 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $38.79万 | 0.02% | 1,330 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $35.58万 | 0.02% | 1,367 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $34.70万 | 0.02% | 4,621 | -79 | -1.7% | -$5,933 | 减仓 |
| ABT | ABBOTT LABORATORIES | $34.17万 | 0.02% | 3,329 | -29 | -0.9% | -$2,977 | 减仓 |
| WM | WASTE MGMT INC DEL | $33.53万 | 0.02% | 1,459 | 44 | 3.1% | $1.01万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $31.02万 | 0.01% | 1,581 | 1,581 | — | $31.02万 | 新建仓 |
| IVW | ISHARES TR | $30.77万 | 0.01% | 2,720 | 2,720 | — | $30.77万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $30.52万 | 0.01% | 1,405 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $29.96万 | 0.01% | 2,270 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $28.51万 | 0.01% | 1,375 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $28.02万 | 0.01% | 2,072 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $27.92万 | 0.01% | 4,135 | 4,135 | — | $27.92万 | 新建仓 |
| SO | SOUTHERN CO | $26.72万 | 0.01% | 2,768 | 113 | 4.3% | $1.09万 | 加仓 |
| — | HONEYWELL INTL INC | $26.29万 | 0.01% | 1,163 | 3 | 0.3% | $678 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.87万 | 0.01% | 5,154 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $25.86万 | 0.01% | 1,244 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $24.97万 | 0.01% | 1,007 | 38 | 3.9% | $9,424 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $24.71万 | 0.01% | 4,287 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $23.86万 | 0.01% | 1,130 | 1,130 | — | $23.86万 | 新建仓 |
| — | IMMUCELL CORP | $23.42万 | 0.01% | 37,000 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $23.10万 | 0.01% | 2,710 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $23.09万 | 0.01% | 1,160 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $22.87万 | 0.01% | 7,864 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $21.89万 | 0.01% | 610 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $21.85万 | 0.01% | 1,842 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $21.59万 | 0.01% | 8,722 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $21.25万 | 0.01% | 2,205 | -100 | -4.3% | -$9,638 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.22万 | 0.01% | 725 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.21万 | 0.01% | 1,450 | 0 | 0.0% | — | 重新持有 |
| NFLX | NETFLIX INC. | $21.15万 | 0.01% | 2,200 | 1,980 | 900.0% | $19.04万 | 重新持有 |
| DHR | DANAHER CORP DEL | $20.97万 | 0.01% | 1,106 | 1,106 | — | $20.97万 | 新建仓 |
| UNP | UNION PAC CORP | $20.65万 | 0.01% | 851 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $20.62万 | 0.01% | 2,200 | 2,200 | — | $20.62万 | 新建仓 |
| IWR | ISHARES TR | $20.23万 | 0.01% | 2,081 | 2,081 | — | $20.23万 | 新建仓 |
| NBTB | NBT BANCORP INC | $20.01万 | 0.01% | 4,700 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $0 | 0.00% | 0 | -17,880 | -100.0% | -$103.58万 | 清仓 |
| BBH | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,334 | -100.0% | -$26.60万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | -5,154 | -100.0% | -$21.40万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -3,597 | -100.0% | -$20.33万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |