CIK: 0001632187
申报总市值
US$8.4亿
申报季度: 2026-03-31 · 持股只数: 698
Community Bank, N.A.在最新一期 13F 报告中披露了 698 项持股，申报期为 2026-03-31，总持股市值约为 US$8.4亿，季度换手率为 11.6%。
Community Bank, N.A. 目前披露的持仓，Herfindahl 集中度指数为 0.023——换算下来相当于约 43 个等权重仓位，明显低于其实际披露的 698 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 3.28），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 68%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 AAPL
-0.9% -US$767.0万
减仓 MSFT
+1.7% -US$626.7万
减仓 IBM
-2.2% -US$533.7万
加仓 VOO
+26.2% US$339.2万
加仓 XOM
-2.3% US$276.8万
加仓 IJH
+22.8% US$276.7万
仅显示前 200 大持股（共 698 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 | AAPL | Apple INC | 股票-科技 | 11.26% | -0.83% | -0.91% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.65% | -0.14% | +0.13% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.62% | — | +0.34% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.62% | -0.73% | +1.74% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 2.54% | -0.61% | -2.24% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.41% | -0.23% | -0.53% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.40% | +0.42% | +26.19% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.73% | -0.14% | +0.39% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.68% | — | -0.52% | |
| 10 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.65% | +0.21% | -0.73% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.61% | +0.33% | +22.80% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.52% | +0.32% | +26.81% | |
| 13 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.49% | +0.14% | -2.53% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.42% | -0.14% | +1.47% | |
| 15 | CSCO | Cisco Systems INC | 股票-科技 | 1.38% | — | -2.13% | |
| 16 | WMT | Walmart INC | 股票-非周期性消费 | 1.37% | +0.11% | -3.28% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.35% | +0.20% | -1.06% | |
| 18 | CAT | Caterpillar INC | 股票-工业 | 1.28% | +0.24% | -0.79% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 1.25% | +0.09% | -0.74% | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 1.23% | -0.09% | -2.30% | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 1.21% | +0.22% | -1.38% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.20% | +0.33% | -2.31% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.17% | -0.08% | +3.41% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.17% | -0.08% | -2.38% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.15% | — | -0.03% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.06% | -0.11% | -0.33% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | -0.06% | -0.07% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.96% | — | -0.50% | |
| 29 | GLW | Corning INC | 股票-科技 | 0.93% | +0.27% | -10.52% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.84% | +0.22% | -0.80% | |
| 31 | EMR | Emerson Electric Co | 股票-工业 | 0.83% | — | -3.49% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.80% | — | -3.04% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.79% | — | -3.37% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.78% | — | -2.05% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.75% | +0.06% | +0.16% | |
| 36 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.72% | -0.23% | -29.27% | |
| 37 | CBU | Community Financial System I | 股票-其他 | 0.70% | — | -2.15% | |
| 38 | LRCX | Lam Research CORP | 股票-科技 | 0.70% | +0.07% | -12.63% | |
| 39 | AMGN | Amgen INC | 股票-医疗保健 | 0.69% | +0.07% | +2.17% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.66% | — | -0.19% | |
| 41 | CMI | Cummins INC | 股票-工业 | 0.66% | — | -3.67% | |
| 42 | TXN | Texas Instruments INC | 股票-科技 | 0.65% | +0.06% | -1.23% | |
| 43 | AEP | American Electric Power | 股票-公用事业 | 0.65% | +0.10% | +2.16% | |
| 44 | NUE | Nucor CORP | 股票-原材料 | 0.64% | — | -1.46% | |
| 45 | NEE | Nextera Energy INC | 股票-公用事业 | 0.61% | +0.06% | -3.94% | |
| 46 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.59% | — | -0.46% | |
| 47 | CB | Chubb Limited | 股票-金融 | 0.58% | — | +1.22% | |
| 48 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.56% | — | +1.55% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | -0.07% | +2.87% | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.55% | — | -2.96% |
Q3 2026表现
+4.7%
近4个季度表现
+28.1%
基于可获取价格的持仓（占申报价值的78%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 698 | US$8.4亿 | 12 | |
| 2025-12-31 | 692 | US$8.5亿 | 8 | |
| 2025-09-30 | 706 | US$8.3亿 | 20 | |
| 2025-06-30 | 577 | US$7.6亿 | 0 | |
| 2025-03-31 | 574 | US$7.5亿 | 100 | |
| 2024-12-31 | 581 | US$7.8亿 | 0 | |
| 2024-09-30 | 586 | US$7.9亿 | 0 | |
| 2024-06-30 | 605 | US$7.6亿 | 0 | |
| 2024-03-31 | 611 | US$7.6亿 | 0 | |
| 2023-12-31 | 623 | US$7.7亿 | 0 | |
| 2023-09-30 | 627 | US$7.1亿 | 0 | |
| 2023-06-30 | 648 | US$7.6亿 | 0 | |
| 2023-03-31 | 683 | US$7.4亿 | 0 | |
| 2022-12-31 | 706 | US$7.2亿 | 0 | |
| 2022-09-30 | 940 | US$6.6亿 | 0 | |
| 2022-06-30 | 653 | US$7.0亿 | 0 | |
| 2022-03-31 | 673 | US$8.1亿 | 0 | |
| 2021-12-31 | 690 | US$8.7亿 | 0 | |
| 2021-09-30 | 704 | US$8.2亿 | 0 | |
| 2021-06-30 | 705 | US$8.5亿 | 100 | |
| 2021-03-31 | 700 | US$8.0亿 | 19 | |
| 2020-12-31 | 715 | US$7.4亿 | 13 | |
| 2020-09-30 | 696 | US$6.6亿 | 16 | |
| 2020-06-30 | 707 | US$6.0亿 | 31 | |
| 2020-03-31 | 626 | US$4.6亿 | 23 | |
| 2019-12-31 | 627 | US$5.7亿 | 12 | |
| 2019-09-30 | 635 | US$5.3亿 | 8 | |
| 2019-06-30 | 647 | US$5.2亿 | 10 | |
| 2019-03-31 | 672 | US$5.0亿 | 13 | |
| 2018-12-31 | 690 | US$4.5亿 | 16 | |
| 2018-09-30 | 747 | US$5.1亿 | 19 | |
| 2018-06-30 | 757 | US$5.4亿 | 11 | |
| 2018-03-31 | 803 | US$5.3亿 | 58 | |
| 2017-12-31 | 921 | US$9.3亿 | 16 | |
| 2017-09-30 | 759 | US$9.1亿 | 12 | |
| 2017-06-30 | 753 | US$9.3亿 | 67 | |
| 2017-03-31 | 623 | US$4.8亿 | 11 | |
| 2016-12-31 | 669 | US$4.6亿 | 11 | |
| 2016-09-30 | 675 | US$4.4亿 | 9 | |
| 2016-06-30 | 670 | US$4.2亿 | 8 | |
| 2016-03-31 | 675 | US$4.1亿 | 11 | |
| 2015-12-31 | 688 | US$4.1亿 | 15 | |
| 2015-09-30 | 537 | US$3.9亿 | 15 | |
| 2015-06-30 | 530 | US$4.2亿 | 9 | |
| 2015-03-31 | 515 | US$4.3亿 | 19 | |
| 2014-12-31 | 524 | US$4.4亿 | — |
Community Bank, N.A. 在 2026-03-31 最显著的持仓异动： 清仓: Ss Spdr S&p Cap Mkts ETF (KCE); 减仓: Apple INC (AAPL) — 股数 -0.91%; 加仓: Microsoft CORP (MSFT) — 股数 +1.74%; 减仓: Intl Business Machines CORP (IBM) — 股数 -2.24%; 加仓: Vanguard S&p 500 ETF (VOO) — 股数 +26.19%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.4% | +26.19% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +0.3% | -2.31% | 减仓 |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +22.80% | 加仓 |
| 4 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | +26.81% | 加仓 |
| 5 | GLW | Corning INC | +0.3% | -10.52% | 减仓 |
| 6 | CAT | Caterpillar INC | +0.2% | -0.79% | 减仓 |
| 7 | CVX | Chevron CORP | +0.2% | -0.80% | 减仓 |
| 8 | VZ | Verizon Communications INC | +0.2% | -1.38% | 减仓 |
| 9 | MRK | Merck & Co. INC. | +0.2% | -0.73% | 减仓 |
| 10 | JNJ | Johnson & Johnson | +0.2% | -1.06% | 减仓 |
| 11 | PSX | Phillips 66 | +0.1% | -2.12% | 减仓 |
| 12 | BMY | Bristol-myers Squibb Co | +0.1% | -2.53% | 减仓 |
| 13 | XLE | Ss Energy Select Sector | +0.1% | -1.61% | 减仓 |
| 14 | WMT | Walmart INC | +0.1% | -3.28% | 减仓 |
| 15 | AEP | American Electric Power | +0.1% | +2.16% | 加仓 |
| 16 | PEP | Pepsico INC | +0.1% | -0.74% | 减仓 |
| 17 | EOG | Eog Resources INC | +0.1% | +0.17% | 加仓 |
| 18 | LMT | Lockheed Martin CORP | +0.1% | -1.53% | 减仓 |
| 19 | DOW | Dow INC | +0.1% | +3.93% | 加仓 |
| 20 | APD | Air Products & Chemicals INC | +0.1% | +1.35% | 加仓 |
| 21 | PANW | Palo Alto Networks INC | +0.1% | +41.08% | 加仓 |
| 22 | LDOS | Leidos Holdings INC | +0.1% | +232.31% | 加仓 |
| 23 | T | At&t INC | +0.1% | -0.71% | 减仓 |
| 24 | AMGN | Amgen INC | +0.1% | +2.17% | 加仓 |
| 25 | LRCX | Lam Research CORP | +0.1% | -12.63% | 减仓 |
| 26 | TXN | Texas Instruments INC | +0.1% | -1.23% | 减仓 |
| 27 | NEE | Nextera Energy INC | +0.1% | -3.94% | 减仓 |
| 28 | AVUV | Avantis US Small Cap Value | +0.1% | +0.16% | 加仓 |
| 29 | NVDA | Nvidia CORP | -0.1% | -0.07% | 减仓 |
| 30 | LLY | Eli Lilly & Co | -0.1% | -0.27% | 减仓 |
| 31 | V | Visa Inc-class A Shares | -0.1% | +2.87% | 加仓 |
| 32 | LEN | Lennar Corp-a | -0.1% | -71.83% | 减仓 |
| 33 | ADP | Automatic Data Processing | -0.1% | -1.71% | 减仓 |
| 34 | WTRG | Essential Utilities INC | -0.1% | -60.41% | 减仓 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -2.38% | 减仓 |
| 36 | AMZN | Amazon.com INC | -0.1% | +3.41% | 加仓 |
| 37 | ABT | Abbott Laboratories | -0.1% | +2.12% | 加仓 |
| 38 | ABBV | Abbvie INC | -0.1% | -2.30% | 减仓 |
| 39 | IWF | Ishares Russell 1000 Growth | -0.1% | -0.33% | 减仓 |
| 40 | VRTX | Vertex Pharmaceuticals INC | -0.1% | -71.86% | 减仓 |
| 41 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.13% | 加仓 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.39% | 加仓 |
| 43 | AVGO | Broadcom INC | -0.1% | +1.47% | 加仓 |
| 44 | QCOM | Qualcomm INC | -0.2% | -1.00% | 减仓 |
| 45 | JPM | Jpmorgan Chase & Co | -0.2% | -0.53% | 减仓 |
| 46 | AVDV | Avantis Intl S/c Value ETF | -0.2% | -29.27% | 减仓 |
| 47 | IBM | Intl Business Machines CORP | -0.6% | -2.24% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.7% | +1.74% | 加仓 |
| 49 | AAPL | Apple INC | -0.8% | -0.91% | 减仓 |
| 50 | KCE | Ss Spdr S&p Cap Mkts ETF | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-04 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-25 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-21 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-11 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-02-02 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-11-14 | 修正案 | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-10-26 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-08-01 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-04-20 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-01-31 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-10-28 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-07-26 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-05-05 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-01-27 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-10-28 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-08-03 | 13F-HR | 在 EDGAR 上查看 |
| 2021-03-31 | 2021-05-04 | 13F-HR | 在 EDGAR 上查看 |
| 2020-12-31 | 2021-01-28 | 13F-HR | 在 EDGAR 上查看 |
| 2020-09-30 | 2020-11-03 | 13F-HR | 在 EDGAR 上查看 |
| 2020-06-30 | 2020-07-30 | 13F-HR | 在 EDGAR 上查看 |
| 2020-03-31 | 2020-04-30 | 13F-HR | 在 EDGAR 上查看 |
| 2019-12-31 | 2020-02-05 | 13F-HR | 在 EDGAR 上查看 |
| 2019-09-30 | 2019-10-24 | 13F-HR | 在 EDGAR 上查看 |
| 2019-06-30 | 2019-07-26 | 13F-HR | 在 EDGAR 上查看 |
| 2019-03-31 | 2019-05-02 | 13F-HR | 在 EDGAR 上查看 |
| 2018-12-31 | 2019-01-30 | 13F-HR | 在 EDGAR 上查看 |
| 2018-09-30 | 2018-11-05 | 13F-HR | 在 EDGAR 上查看 |
| 2018-06-30 | 2018-07-12 | 13F-HR | 在 EDGAR 上查看 |
| 2018-03-31 | 2018-05-03 | 13F-HR | 在 EDGAR 上查看 |
| 2017-12-31 | 2018-02-06 | 13F-HR | 在 EDGAR 上查看 |
| 2017-09-30 | 2017-10-30 | 13F-HR | 在 EDGAR 上查看 |
| 2017-06-30 | 2017-08-03 | 13F-HR | 在 EDGAR 上查看 |
| 2017-03-31 | 2017-05-02 | 13F-HR | 在 EDGAR 上查看 |
| 2016-12-31 | 2017-01-30 | 13F-HR | 在 EDGAR 上查看 |
| 2016-09-30 | 2016-10-13 | 13F-HR | 在 EDGAR 上查看 |
| 2016-06-30 | 2016-07-14 | 13F-HR | 在 EDGAR 上查看 |
| 2016-03-31 | 2016-04-20 | 13F-HR | 在 EDGAR 上查看 |
| 2015-12-31 | 2016-02-03 | 13F-HR | 在 EDGAR 上查看 |
| 2015-09-30 | 2015-10-21 | 13F-HR | 在 EDGAR 上查看 |
| 2015-06-30 | 2015-07-27 | 13F-HR | 在 EDGAR 上查看 |
| 2015-03-31 | 2015-04-27 | 13F-HR | 在 EDGAR 上查看 |
| 2014-12-31 | 2015-02-06 | 13F-HR | 在 EDGAR 上查看 |
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