CIK: 0001005817
申报总市值
US$14.3亿
仅显示前 200 大持股（共 421 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 | 10.17% | +0.36% | +0.10% | |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 6.03% | — | +0.22% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 5.74% | — | +2.34% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 4.70% | — | +0.92% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.60% | — | +1.47% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.27% | -0.01% | +0.04% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.85% | — | +1.27% | |
| 8 | OPY | Oppenheimer Holdings Inc. | 股票-其他 | 2.64% | — | +0.76% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.37% | -0.08% | +17.89% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | — | +17.87% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.63% | +0.11% | -10.82% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.55% | -0.67% | +0.07% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.43% | — | +1.20% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.22% | — | -0.69% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | -0.06% | +2.28% | |
| 16 | HD | Home Depot INC | 股票-周期性消费 | 1.10% | -0.05% | +0.25% | |
| 17 | GLW | Corning INC | 股票-科技 | 1.03% | +0.10% | +1.13% | |
| 18 | OPY | Oppenheimer Holdings Inc. | 股票-其他 | 1.02% | — | +3.56% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.01% | -0.29% | +0.69% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.98% | — | -13.20% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | — | +1.08% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.93% | +0.03% | -0.11% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 0.90% | -0.22% | +1.82% | |
| 24 | ✓ | 股票-其他 | 0.89% | — | +1.64% | ||
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 0.89% | — | +3.03% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.88% | -0.92% | +4.10% | |
| 27 | MMM | 3m Co | 股票-工业 | 0.87% | — | +3.17% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.87% | +0.40% | +4.99% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.81% | — | +22.79% | |
| 30 | PFE | Pfizer INC | 股票-医疗保健 | 0.81% | — | +2.94% | |
| 31 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.80% | — | +6.70% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事业 | 0.77% | — | +3.72% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.76% | +0.16% | +1.52% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.76% | — | +9.89% | |
| 35 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.76% | — | +3.66% | |
| 36 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.75% | — | +1.74% | |
| 37 | WM | Waste Management INC | 股票-工业 | 0.74% | — | +1.97% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | +0.26% | +1.49% | |
| 39 | HON | Honeywell International INC | 股票-工业 | 0.67% | -0.93% | EXIT | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.66% | +0.01% | +201.85% | |
| 41 | GD | General Dynamics CORP | 股票-工业 | 0.66% | — | +2.17% | |
| 42 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.64% | — | +1.68% | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.64% | — | -1.80% | |
| 44 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.63% | — | +2.37% | |
| 45 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.62% | — | +1.60% | |
| 46 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.62% | — | +1.17% | |
| 47 | NBTB | N B T Bancorp INC | 股票-其他 | 0.60% | — | -1.61% | |
| 48 | CELG | Celgene CORP | 股票-其他 | 0.60% | — | +0.65% | |
| 49 | SO | Southern Co/the | 股票-公用事业 | 0.60% | — | +2.39% | |
| 50 | BBTUSD | Bb&t CORP | 股票-其他 | 0.59% | — | +1.31% |