 TOMPKINS FINLTMP |
| 7.39% | 7.03% | $1.06亿 | 111.7万股 | $8,824.9万 | 111.9万股 | -2,024股-0.18% | 减仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 6.91% | 6.86% | $9,871.6万 | 29.8万股 | $8,611.8万 | 29.9万股 | -1,612股-0.54% | 减仓 |
| IiShares安硕信托IWL |
| 6.49% | 6.38% | $9,273.9万 | 50.1万股 | $8,005.7万 | 49.9万股 | +2,566股+0.51% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 5.24% | 4.08% | $7,480.8万 | 98.3万股 | $5,127.7万 | 74.9万股 | +23.4万股+31.24% | 加仓 |
 苹果AAPL |
| 3.58% | 3.66% | $5,120.5万 | 17.7万股 | $4,600.5万 | 18.1万股 | -4,314股-2.38% | 减仓 |
 英伟达NVDA |
| 3.57% | 3.5% | $5,106.1万 | 25.5万股 | $4,397.7万 | 25.2万股 | +3,028股+1.20% | 加仓 |
| V先锋领航·TOTALBND |
| 2.97% | 3.36% | $4,239.4万 | 57.7万股 | $4,224.8万 | 57.4万股 | +3,786股+0.66% | 加仓 |
 微软MSFT |
| 2.95% | 3.35% | $4,215.5万 | 11.3万股 | $4,211.9万 | 11.4万股 | -773股-0.68% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 2.77% | 2.25% | $3,962.9万 | 24.5万股 | $2,828.2万 | 25.2万股 | -6,943股-2.75% | 减仓 |
| V先锋领航指数基金VOO |
| 2.67% | 2.56% | $3,814.1万 | 5.6万股 | $3,211.1万 | 5.4万股 | +1,797股+3.34% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.53% | 3.45% | $3,608.6万 | 50.6万股 | $4,328.7万 | 67.6万股 | -16.9万股-25.02% | 减仓 |
 礼来LLY |
| 2.32% | 2.06% | $3,310.1万 | 2.8万股 | $2,591.5万 | 2.8万股 | -579股-2.05% | 减仓 |
| S道富·EET SPDR S&P 500 ESG ETFEFIV |
| 2.17% | 1.51% | $3,104.4万 | 42.6万股 | $1,901.0万 | 30.1万股 | +12.4万股+41.25% | 加仓 |
| LLAZARD INTERNATIONAL DYNAMIC EQUITY ETFIDEQ |
| 2.13% | — | $3,049.1万 | 86.9万股 | $0 | 0股 | +86.9万股 | 新买入 |
 思科CSCO |
| 1.85% | 1.45% | $2,647.3万 | 22.5万股 | $1,825.9万 | 23.5万股 | -9,944股-4.23% | 减仓 |
 沃尔玛WMT |
| 1.78% | 2.39% | $2,549.8万 | 22.5万股 | $3,005.4万 | 24.2万股 | -1.7万股-6.91% | 减仓 |
 谷歌AGOOGL |
| 1.7% | 1.61% | $2,425.5万 | 6.8万股 | $2,027.3万 | 7.1万股 | -2,629股-3.73% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.62% | 1.13% | $2,316.6万 | 12.2万股 | $1,422.2万 | 10.7万股 | +1.5万股+13.63% | 加仓 |
 埃克森美孚XOM |
| 1.49% | 2.16% | $2,125.7万 | 15.5万股 | $2,718.2万 | 16.0万股 | -4,736股-2.96% | 减仓 |
 摩根大通JPM |
| 1.49% | 1.55% | $2,124.2万 | 6.5万股 | $1,947.0万 | 6.6万股 | -1,294股-1.96% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.38% | 1.18% | $1,969.8万 | 17.9万股 | $1,476.0万 | 15.2万股 | +2.7万股+17.62% | 加仓 |
 亚马逊AMZN |
| 1.21% | 1.22% | $1,724.7万 | 7.2万股 | $1,526.7万 | 7.3万股 | -940股-1.28% | 减仓 |
 AMGEN COMAMGN |
| 1.17% | 1.35% | $1,673.4万 | 4.6万股 | $1,700.7万 | 4.8万股 | -2,124股-4.39% | 减仓 |
 麦当劳MCD |
| 1.04% | 1.33% | $1,481.0万 | 5.5万股 | $1,670.3万 | 5.4万股 | +1,046股+1.95% | 加仓 |
 WASTE MGMT DELWM |
| 0.98% | 1.16% | $1,404.3万 | 6.3万股 | $1,461.2万 | 6.4万股 | -582股-0.92% | 减仓 |
 TJXTJX |
| 0.92% | 1.13% | $1,320.6万 | 8.7万股 | $1,423.3万 | 8.9万股 | -1,956股-2.19% | 减仓 |
 默沙东MRK |
| 0.84% | 0.96% | $1,201.1万 | 9.3万股 | $1,203.7万 | 10.0万股 | -6,595股-6.59% | 减仓 |
| IiShares安硕·COREIJH |
| 0.81% | 0.82% | $1,163.2万 | 15.1万股 | $1,030.1万 | 15.3万股 | -1,692股-1.11% | 减仓 |
 好市多COST |
| 0.81% | 1.07% | $1,156.5万 | 1.2万股 | $1,344.4万 | 1.3万股 | -1,129股-8.37% | 减仓 |
 家得宝HD |
| 0.8% | 0.85% | $1,149.3万 | 3.3万股 | $1,068.6万 | 3.2万股 | +96股+0.30% | 加仓 |
 万事达MA |
| 0.78% | 0.86% | $1,108.1万 | 2.2万股 | $1,081.0万 | 2.2万股 | -59股-0.27% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.76% | 0.82% | $1,088.1万 | 4.7万股 | $1,026.9万 | 4.7万股 | -17股-0.04% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.74% | 0.58% | $1,051.7万 | 3.5万股 | $730.4万 | 2.9万股 | +5,555股+18.86% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.72% | 0.82% | $1,025.4万 | 2.0万股 | $1,026.4万 | 2.1万股 | -925股-4.32% | 减仓 |
 杜克能源DUK |
| 0.72% | 0.85% | $1,023.6万 | 8.1万股 | $1,071.0万 | 8.2万股 | -929股-1.14% | 减仓 |
 贝莱德·INC COMBLK |
| 0.7% | 0.81% | $1,000.8万 | 1.0万股 | $1,012.9万 | 1.1万股 | -124股-1.18% | 减仓 |
 雅培ABT |
| 0.67% | 0.84% | $952.7万 | 10.5万股 | $1,054.7万 | 10.3万股 | +2,264股+2.20% | 加仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 0.67% | 0.76% | $950.4万 | 11.7万股 | $957.5万 | 11.8万股 | -1,184股-1.00% | 减仓 |
 艾伯维ABBV |
| 0.62% | 0.61% | $890.0万 | 3.5万股 | $764.4万 | 3.5万股 | +220股+0.63% | 加仓 |
 百事可乐PEP |
| 0.61% | 0.83% | $871.2万 | 6.4万股 | $1,041.7万 | 6.7万股 | -2,737股-4.08% | 减仓 |
 通用动力GD |
| 0.61% | 0.69% | $868.2万 | 2.5万股 | $860.6万 | 2.5万股 | -565股-2.25% | 减仓 |
 强生JNJ |
| 0.55% | 0.62% | $781.7万 | 3.1万股 | $779.1万 | 3.2万股 | -1,093股-3.43% | 减仓 |
| SSPDR道富系列信托BIL |
| 0.54% | 0.78% | $776.7万 | 8.5万股 | $977.1万 | 10.7万股 | -2.2万股-20.51% | 减仓 |
 宝洁PG |
| 0.54% | 0.61% | $771.8万 | 5.3万股 | $767.9万 | 5.3万股 | -530股-1.00% | 减仓 |
 PUBLIC STORAGE COMPSA |
| 0.54% | 0.53% | $764.6万 | 2.4万股 | $659.8万 | 2.4万股 | -336股-1.38% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.5% | 0.86% | $715.2万 | 3.5万股 | $1,077.0万 | 5.2万股 | -1.6万股-31.16% | 减仓 |
 DANAHER DEL COMDHR |
| 0.46% | 0.54% | $654.1万 | 3.4万股 | $682.7万 | 3.6万股 | -1,669股-4.64% | 减仓 |
| F富达Covington信托FDVV |
| 0.44% | 0.39% | $634.2万 | 10.5万股 | $493.5万 | 8.9万股 | +1.6万股+17.75% | 加仓 |
| IiShares安硕信托USXF |
| 0.43% | — | $611.5万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
| MMORGAN STANLEY ETF TRUSTCVIE |
| 0.41% | — | $591.6万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
