CIK: 0001005817
申报总市值
US$14.3亿
仅显示前 200 大持股（共 376 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TMP | Tompkins Financial CORP | 股票-其他 | 9.87% | +0.36% | -1.12% | |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 6.11% | — | -0.73% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 5.81% | — | +0.29% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 4.67% | — | — | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.67% | — | -1.44% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.37% | -0.01% | -5.31% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.76% | — | +1.57% | |
| 8 | OPY | Oppenheimer Holdings Inc. | 股票-其他 | 2.70% | — | +0.02% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.00% | -0.08% | -0.49% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.87% | +0.11% | -3.10% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.63% | -0.67% | -0.24% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.52% | — | +0.47% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.48% | — | -1.53% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.24% | — | +1.68% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | -0.06% | -1.11% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.15% | — | -11.70% | |
| 17 | HD | Home Depot INC | 股票-周期性消费 | 1.09% | -0.05% | -0.62% | |
| 18 | GLW | Corning INC | 股票-科技 | 1.09% | +0.10% | -1.15% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.04% | -0.29% | -1.71% | |
| 20 | OPY | Oppenheimer Holdings Inc. | 股票-其他 | 1.01% | — | +2.21% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 0.98% | -0.22% | -0.24% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.96% | — | +0.16% | |
| 23 | ✓ | 股票-其他 | 0.94% | — | -0.19% | ||
| 24 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.93% | +0.03% | -1.39% | |
| 25 | MO | Altria Group INC | 股票-非周期性消费 | 0.91% | — | -1.20% | |
| 26 | MMM | 3m Co | 股票-工业 | 0.89% | — | -0.32% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.86% | -0.92% | -0.24% | |
| 28 | VZ | Verizon Communications INC | 股票-通信服务 | 0.83% | — | +2.85% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.82% | +0.40% | +1.06% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.80% | — | +0.15% | |
| 31 | DUK | Duke Energy CORP | 股票-公用事业 | 0.79% | — | +0.25% | |
| 32 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.79% | — | +0.41% | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.78% | — | +1.65% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.76% | +0.16% | — | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.74% | — | -0.80% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | — | -2.13% | |
| 37 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.73% | — | +0.24% | |
| 38 | WM | Waste Management INC | 股票-工业 | 0.72% | — | -0.89% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | +0.26% | +0.06% | |
| 40 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.71% | — | -0.30% | |
| 41 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.69% | — | -0.31% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.68% | — | +14.74% | |
| 43 | HON | Honeywell International INC | 股票-工业 | 0.66% | -0.93% | EXIT | |
| 44 | GD | General Dynamics CORP | 股票-工业 | 0.66% | — | -1.28% | |
| 45 | NBTB | N B T Bancorp INC | 股票-其他 | 0.66% | — | -1.56% | |
| 46 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.64% | — | +7.02% | |
| 47 | SO | Southern Co/the | 股票-公用事业 | 0.61% | — | +1.84% | |
| 48 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.60% | — | -0.67% | |
| 49 | BBTUSD | Bb&t CORP | 股票-其他 | 0.60% | — | -0.25% | |
| 50 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.58% | — | -88.92% |