CIK: 0001005817
申报总市值
US$14.3亿
仅显示前 200 大持股（共 585 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 | 8.97% | +0.36% | +0.01% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.71% | -0.08% | +2.44% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.60% | — | -1.16% | |
| 4 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 3.47% | +0.11% | +15.71% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.94% | +0.26% | +3.46% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.61% | -0.67% | +16.04% | |
| 7 | WMT | Walmart INC | 股票-非周期性消费 | 2.18% | -0.61% | +10.05% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.09% | -0.01% | -2.76% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.09% | -0.92% | -4.25% | |
| 10 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.82% | — | +8.62% | |
| 11 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.76% | -0.29% | +9.34% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | -0.06% | +9.13% | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 1.69% | +0.40% | +9.50% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.62% | +0.07% | -2.27% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.53% | -0.05% | +8.44% | |
| 16 | PEP | Pepsico INC | 股票-非周期性消费 | 1.49% | -0.22% | +8.23% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.47% | +0.09% | -0.65% | |
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.46% | — | +11.18% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.41% | -0.17% | +8.42% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.39% | -0.01% | +3.51% | |
| 21 | WM | Waste Management INC | 股票-工业 | 1.36% | — | +12.96% | |
| 22 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.29% | -0.21% | +6.48% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 1.29% | — | +6.82% | |
| 24 | AMGN | Amgen INC | 股票-医疗保健 | 1.28% | — | +10.54% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.25% | -0.26% | +0.49% | |
| 26 | HON | Honeywell International INC | 股票-工业 | 1.24% | -0.93% | EXIT | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.17% | — | -0.87% | |
| 28 | DHR | Danaher CORP | 股票-医疗保健 | 1.16% | — | +6.46% | |
| 29 | BND | Vanguard Total Bond Market | ETF-其他 | 1.14% | — | +16.91% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.10% | -0.24% | +56.87% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | — | +1.03% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工业 | 1.08% | — | +14.50% | |
| 33 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 1.03% | — | +14.49% | |
| 34 | BLKCHF | Blackrock INC | 股票-其他 | 1.03% | — | +11.19% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事业 | 1.02% | — | +15.46% | |
| 36 | ADBE | Adobe INC | 股票-科技 | 0.95% | — | -0.03% | |
| 37 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.94% | — | -2.56% | |
| 38 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.88% | — | +13.31% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | — | +1.38% | |
| 40 | GD | General Dynamics CORP | 股票-工业 | 0.82% | — | +11.19% | |
| 41 | PSA | Public Storage | 股票-房地产 | 0.82% | +0.01% | +14.73% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.80% | — | +0.25% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.78% | +0.01% | -0.12% | |
| 44 | AWK | American Water Works Co INC | 股票-公用事业 | 0.77% | — | +14.87% | |
| 45 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.71% | -0.16% | +2.41% | |
| 46 | SYK | Stryker CORP | 股票-医疗保健 | 0.69% | — | +1.03% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.63% | +0.11% | -7.96% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.59% | — | +1.57% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.53% | — | +121.83% | |
| 50 | ICE | Intercontinental Exchange In | 股票-金融 | 0.51% | -0.13% | +2.07% |