Mascoma Wealth Management LLC
HANOVER NH · SEC CIK 0001695664
$4.84亿2026Q1 申报市值
514持仓数
64.8%前十大占比 · 第一大 16.0%
47 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VGIT 新建仓+$2,150.88万
SGOV 加仓+$581.71万
USMV 加仓+$483.95万
JCPB 加仓+$340.93万
JIRE 加仓+$282.96万
2026Q1 卖出最多 按季末市值估算
VIG 减仓-$651.59万
SHV 减仓-$599.44万
IUSG 减仓-$444.36万
JPST 减仓-$226.00万
DSI 减仓-$81.79万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PULS | PGIM ULTRA SHORT BOND ETF | $0 | 0.00% | 0 | -503 | -100.0% | -$2.49万 | 清仓 |
| — | BLACKROCK MUNI INCOME TR II COM | $0 | 0.00% | 0 | -1,264 | -100.0% | -$1.32万 | 清仓 |
| BAX | BAXTER INTL INC COM | $0 | 0.00% | 0 | -592 | -100.0% | -$1.13万 | 清仓 |
| — | BLACKROCK MUNIVEST FD INC COM | $0 | 0.00% | 0 | -1,433 | -100.0% | -$9,931 | 清仓 |
| — | BLACKROCK CALIF MUN INCOME TR SH BEN INT | $0 | 0.00% | 0 | -691 | -100.0% | -$7,421 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MLKN | MILLERKNOLL INC COM | $0 | 0.00% | 0 | -300 | -100.0% | -$5,484 | 清仓 |
| — | BLACKROCK MUNIYIELD FD INC COM | $0 | 0.00% | 0 | -421 | -100.0% | -$4,416 | 清仓 |
| — | BLACKROCK MUNIYIELD QUALITY FD COM | $0 | 0.00% | 0 | -383 | -100.0% | -$3,849 | 清仓 |
| — | BLACKROCK MUNIVEST FD II INC COM | $0 | 0.00% | 0 | -319 | -100.0% | -$3,448 | 清仓 |
| BA | BOEING CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRBN | ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$2,305 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $0 | 0.00% | 0 | -40 | -100.0% | -$1,867 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KKR | KKR & CO INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$1,530 | 清仓 |
| CCL | CARNIVAL CORP PAIRED CTF | $0 | 0.00% | 0 | -50 | -100.0% | -$1,527 | 清仓 |
| TMUS | T-MOBILE US INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNPS | SYNOPSYS INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$1,409 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $0 | 0.00% | 0 | -5 | -100.0% | -$1,395 | 清仓 |
| TFC | TRUIST FINL CORP COM | $0 | 0.00% | 0 | -28 | -100.0% | -$1,378 | 清仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $0 | 0.00% | 0 | -15 | -100.0% | -$1,283 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$1,158 | 清仓 |
| DASH | DOORDASH INC CL A | $0 | 0.00% | 0 | -5 | -100.0% | -$1,132 | 清仓 |
| VST | VISTRA CORP COM | $0 | 0.00% | 0 | -7 | -100.0% | -$1,129 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $0 | 0.00% | 0 | -5 | -100.0% | -$1,085 | 清仓 |
| COR | CENCORA INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | COINBASE GLOBAL INC COM CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HANCOCK JOHN INVT TR II COM | $0 | 0.00% | 0 | -50 | -100.0% | -$684 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $0 | 0.00% | 0 | -18 | -100.0% | -$666 | 清仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $36 | 0.00% | 0 | -98 | -100.0% | -$1.01万 | 清仓 |
| BGRN | ISHARES TRUST ISHARES USD GREEN BOND ETF | $42 | 0.00% | 1 | -107 | -99.1% | -$4,494 | 减仓 |
| CNDT | CONDUENT INC COM | $51 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. COM | $61 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $78 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $91 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $144 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $156 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $277 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $373 | 0.00% | 7 | 7 | — | $373 | 新建仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $376 | 0.00% | 8 | 8 | — | $376 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $384 | 0.00% | 4 | 4 | — | $384 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $405 | 0.00% | 5 | 5 | — | $405 | 新建仓 |
| VTR | VENTAS INC COM | $409 | 0.00% | 5 | 5 | — | $409 | 新建仓 |
| RSG | REPUBLIC SVCS INC COM | $438 | 0.00% | 2 | 2 | — | $438 | 新建仓 |
| ED | CONSOLIDATED EDISON INC COM | $453 | 0.00% | 4 | 4 | — | $453 | 新建仓 |
| YUM | YUM BRANDS INC COM | $466 | 0.00% | 3 | -2 | -40.0% | -$311 | 减仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $477 | 0.00% | 5 | 5 | — | $477 | 新建仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $481 | 0.00% | 10 | 10 | — | $481 | 新建仓 |
| FTNT | FORTINET INC COM | $490 | 0.00% | 6 | -5 | -45.5% | -$408 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $492 | 0.00% | 3 | 3 | — | $492 | 新建仓 |
| TRGP | TARGA RES CORP COM | $501 | 0.00% | 2 | 2 | — | $501 | 新建仓 |
| OKE | ONEOK INC NEW COM | $542 | 0.00% | 6 | -994 | -99.4% | -$8.98万 | 重新持有 |
| AFL | AFLAC INC COM | $549 | 0.00% | 5 | -4 | -44.4% | -$439 | 减仓 |
| ALL | ALLSTATE CORP COM | $622 | 0.00% | 3 | -3 | -50.0% | -$622 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $629 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC COM | $643 | 0.00% | 3 | 3 | — | $643 | 新建仓 |
| COHR | COHERENT CORP COM | $715 | 0.00% | 3 | 3 | — | $715 | 新建仓 |
| D | DOMINION ENERGY INC COM | $742 | 0.00% | 12 | -12 | -50.0% | -$742 | 减仓 |
| CIEN | CIENA CORP COM NEW | $776 | 0.00% | 2 | 2 | — | $776 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $787 | 0.00% | 8 | -2 | -20.0% | -$197 | 减仓 |
| PCG | PG&E CORP COM | $826 | 0.00% | 47 | 47 | — | $826 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $833 | 0.00% | 2 | -3 | -60.0% | -$1,250 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $834 | 0.00% | 3 | -1 | -25.0% | -$278 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $845 | 0.00% | 4 | 4 | — | $845 | 新建仓 |
| MPC | MARATHON PETE CORP COM | $977 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $988 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $1,002 | 0.00% | 4 | 4 | — | $1,002 | 新建仓 |
| EOG | EOG RES INC COM | $1,012 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC COM CL A | $1,034 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC COM | $1,051 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $1,072 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC COM CL A | $1,081 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $1,082 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $1,190 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $1,191 | 0.00% | 11 | -6 | -35.3% | -$650 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $1,193 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $1,201 | 0.00% | 15 | 7 | 87.5% | $560 | 加仓 |
| SLB | SLB LIMITED COM STK | $1,233 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $1,237 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $1,263 | 0.00% | 10 | 3 | 42.9% | $379 | 加仓 |
| PSX | PHILLIPS 66 COM | $1,275 | 0.00% | 7 | 1 | 16.7% | $182 | 加仓 |
| PLD | PROLOGIS INC. COM | $1,322 | 0.00% | 10 | -4 | -28.6% | -$529 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $1,354 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $1,384 | 0.00% | 7 | -4 | -36.4% | -$791 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $1,404 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $1,413 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $1,419 | 0.00% | 12 | -10 | -45.5% | -$1,182 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $1,420 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC COM | $1,427 | 0.00% | 7 | 7 | — | $1,427 | 新建仓 |
| KLAC | KLA CORP COM NEW | $1,472 | 0.00% | 1 | 1 | — | $1,472 | 新建仓 |
| PCAR | PACCAR INC COM | $1,502 | 0.00% | 13 | 5 | 62.5% | $578 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $1,543 | 0.00% | 16 | 4 | 33.3% | $386 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $1,592 | 0.00% | 4 | 1 | 33.3% | $398 | 加仓 |
| GLW | CORNING INC COM | $1,632 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1,667 | 0.00% | 70 | 70 | — | $1,667 | 新建仓 |
| TPR | TAPESTRY INC COM | $1,693 | 0.00% | 12 | 12 | — | $1,693 | 新建仓 |
| AXON | AXON ENTERPRISE INC COM | $1,699 | 0.00% | 4 | 4 | — | $1,699 | 新建仓 |
| IQV | IQVIA HLDGS INC COM | $1,705 | 0.00% | 10 | 6 | 150.0% | $1,023 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $1,712 | 0.00% | 5 | 5 | — | $1,712 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP COM | $1,722 | 0.00% | 6 | 0 | 0.0% | — | 不变 |