CIK: 0001005817
申报总市值
US$14.3亿
仅显示前 200 大持股（共 603 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 | 14.54% | +0.36% | -0.11% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.24% | -0.08% | -3.07% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.76% | — | -1.97% | |
| 4 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 3.33% | — | +2.73% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.16% | +0.26% | -2.20% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.06% | -0.01% | +2.88% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.98% | -0.67% | -1.39% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.77% | -0.92% | +3.50% | |
| 9 | WMT | Walmart INC | 股票-非周期性消费 | 1.66% | -0.61% | +0.33% | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.63% | -0.29% | +0.57% | |
| 11 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.52% | — | -2.39% | |
| 12 | PEP | Pepsico INC | 股票-非周期性消费 | 1.49% | -0.22% | +0.05% | |
| 13 | WM | Waste Management INC | 股票-工业 | 1.46% | — | -1.57% | |
| 14 | HD | Home Depot INC | 股票-周期性消费 | 1.46% | -0.05% | -2.13% | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.44% | -0.17% | +0.13% | |
| 16 | DHR | Danaher CORP | 股票-医疗保健 | 1.29% | — | -1.18% | |
| 17 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.28% | — | +0.06% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | -0.06% | +2.46% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 1.26% | +0.40% | +0.32% | |
| 20 | VZ | Verizon Communications INC | 股票-通信服务 | 1.21% | — | +1.93% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.17% | -0.26% | +0.05% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.15% | +0.09% | +1978.23% | |
| 23 | HON | Honeywell International INC | 股票-工业 | 1.14% | -0.93% | EXIT | |
| 24 | AMGN | Amgen INC | 股票-医疗保健 | 1.11% | — | +0.55% | |
| 25 | UPS | United Parcel Service-cl B | 股票-工业 | 1.10% | — | -1.21% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.10% | -0.01% | +1.63% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.09% | — | +0.63% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 1.06% | — | +10.18% | |
| 29 | DUK | Duke Energy CORP | 股票-公用事业 | 1.04% | — | -0.70% | |
| 30 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.99% | — | -1.17% | |
| 31 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.98% | -0.21% | +0.38% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | — | +0.93% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.96% | — | -0.09% | |
| 34 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.96% | — | +2.72% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | — | +2.04% | |
| 36 | PSA | Public Storage | 股票-房地产 | 0.90% | +0.01% | -0.92% | |
| 37 | BLKCHF | Blackrock INC | 股票-其他 | 0.88% | — | -0.13% | |
| 38 | GD | General Dynamics CORP | 股票-工业 | 0.83% | — | -1.15% | |
| 39 | PGX | Invesco Preferred ETF | ETF-其他 | 0.81% | — | +0.13% | |
| 40 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.81% | — | +0.43% | |
| 41 | ABBV | Abbvie INC | 股票-医疗保健 | 0.78% | +0.01% | +0.90% | |
| 42 | AWK | American Water Works Co INC | 股票-公用事业 | 0.78% | — | -0.72% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.73% | — | -9.86% | |
| 44 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 0.70% | — | -12.39% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.70% | — | -0.89% | |
| 46 | PYPL | Paypal Holdings INC | 股票-金融 | 0.70% | — | +5.52% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.62% | +0.11% | +2.69% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | — | +3.58% | |
| 49 | SYK | Stryker CORP | 股票-医疗保健 | 0.55% | — | +4.45% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.55% | +0.07% | -1.62% |