Strategic Financial Services, Inc.
UTICA NY · SEC CIK 0001432539
$22.83亿2026Q2 申报市值
157持仓数
74.6%前十大占比 · 第一大 15.5%
5 / 5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
VCSH 加仓+$656.79万
VGIT 加仓+$554.58万
VTIP 加仓+$377.38万
VGLT 加仓+$154.97万
VCIT 加仓+$132.33万
2026Q2 卖出最多 按季末市值估算
EMGF 减仓-$818.61万
MTUM 减仓-$639.96万
SMLF 减仓-$522.88万
INTF 减仓-$308.09万
GE 减仓-$297.32万
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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $56.50万 | 0.02% | 2,523 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $55.70万 | 0.02% | 3,989 | -300 | -7.0% | -$4.19万 | 重新持有 |
| CSX | CSX CORP | $55.16万 | 0.02% | 11,606 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $54.32万 | 0.02% | 9,875 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $53.71万 | 0.02% | 1,772 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $52.02万 | 0.02% | 1,475 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $51.49万 | 0.02% | 1,408 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $48.27万 | 0.02% | 1,425 | 0 | 0.0% | — | 不变 |
| TMP | TOMPKINS FINL CORP | $48.16万 | 0.02% | 5,095 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $47.80万 | 0.02% | 908 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $46.54万 | 0.02% | 2,453 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $43.91万 | 0.02% | 1,330 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $43.39万 | 0.02% | 5,339 | -580 | -9.8% | -$4.71万 | 减仓 |
| MCD | MCDONALDS CORP | $41.04万 | 0.02% | 1,518 | -614 | -28.8% | -$16.60万 | 减仓 |
| IUSB | ISHARES TR | $40.67万 | 0.02% | 8,812 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $40.37万 | 0.02% | 4,186 | -119 | -2.8% | -$1.15万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $38.89万 | 0.02% | 4,643 | 22 | 0.5% | $1,842 | 加仓 |
| — | IMMUCELL CORP | $37.19万 | 0.02% | 37,000 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $37.12万 | 0.02% | 2,699 | -21 | -0.8% | -$2,888 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $36.97万 | 0.02% | 1,367 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $36.82万 | 0.02% | 2,221 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $34.45万 | 0.02% | 1,581 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $34.13万 | 0.01% | 1,405 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $32.72万 | 0.01% | 1,375 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $32.23万 | 0.01% | 1,446 | -13 | -0.9% | -$2,897 | 减仓 |
| IJH | ISHARES TR | $31.89万 | 0.01% | 4,135 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $30.20万 | 0.01% | 3,329 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $30.20万 | 0.01% | 610 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $30.11万 | 0.01% | 1,002 | -5 | -0.5% | -$1,502 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $28.41万 | 0.01% | 7,864 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $27.84万 | 0.01% | 720 | -5 | -0.7% | -$1,934 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $27.46万 | 0.01% | 2,072 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $27.43万 | 0.01% | 1,897 | 55 | 3.0% | $7,954 | 加仓 |
| SO | SOUTHERN CO | $26.20万 | 0.01% | 2,737 | -31 | -1.1% | -$2,967 | 减仓 |
| IVE | ISHARES TR | $25.66万 | 0.01% | 1,130 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $24.85万 | 0.01% | 2,710 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $24.80万 | 0.01% | 4,287 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $24.68万 | 0.01% | 1,140 | -20 | -1.7% | -$4,329 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.34万 | 0.01% | 419 | 419 | — | $24.34万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $24.16万 | 0.01% | 8,722 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $24.14万 | 0.01% | 1,267 | 1,267 | — | $24.14万 | 新建仓 |
| UNP | UNION PAC CORP | $23.64万 | 0.01% | 869 | 18 | 2.1% | $4,897 | 加仓 |
| COP | CONOCOPHILLIPS | $23.60万 | 0.01% | 2,270 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $23.39万 | 0.01% | 2,200 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $23.21万 | 0.01% | 2,104 | 23 | 1.1% | $2,537 | 加仓 |
| NBTB | NBT BANCORP INC | $23.20万 | 0.01% | 4,700 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $22.63万 | 0.01% | 7,691 | 0 | 0.0% | — | 重新持有 |
| HSY | HERSHEY CO | $21.83万 | 0.01% | 1,244 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $21.24万 | 0.01% | 628 | 0 | 0.0% | — | 重新持有 |
| DIS | DISNEY WALT CO | $21.22万 | 0.01% | 2,205 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $21.07万 | 0.01% | 1,106 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $20.99万 | 0.01% | 320 | 320 | — | $20.99万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.98万 | 0.01% | 4,954 | -200 | -3.9% | -$8,468 | 减仓 |
| SPYM | SPDR SERIES TRUST | $20.78万 | 0.01% | 2,365 | -120 | -4.8% | -$1.05万 | 重新持有 |
| SCHH | SCHWAB STRATEGIC TR | $20.48万 | 0.01% | 8,650 | 8,650 | — | $20.48万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $20.42万 | 0.01% | 649 | 649 | — | $20.42万 | 新建仓 |
| PPG | PPG INDS INC | $20.30万 | 0.01% | 1,674 | 0 | 0.0% | — | 重新持有 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -24,869 | -100.0% | -$130.16万 | 清仓 |
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -108,955 | -100.0% | -$84.98万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,163 | -100.0% | -$26.29万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,450 | -100.0% | -$21.21万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,200 | -100.0% | -$21.15万 | 清仓 |