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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO COM | $1,737 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $1,745 | 0.00% | 24 | 24 | — | $1,745 | 新建仓 |
| PRU | PRUDENTIAL FINL INC COM | $1,758 | 0.00% | 18 | 9 | 100.0% | $879 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $1,764 | 0.00% | 9 | -3 | -25.0% | -$588 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $1,778 | 0.00% | 9 | 6 | 200.0% | $1,185 | 加仓 |
| TER | TERADYNE INC COM | $1,779 | 0.00% | 6 | 6 | — | $1,779 | 新建仓 |
| XYZ | BLOCK INC CL A | $1,805 | 0.00% | 30 | 30 | — | $1,805 | 新建仓 |
| NTRS | NORTHERN TR CORP COM | $1,814 | 0.00% | 13 | 13 | — | $1,814 | 新建仓 |
| ATO | ATMOS ENERGY CORP COM | $1,847 | 0.00% | 10 | 10 | — | $1,847 | 新建仓 |
| DAL | DELTA AIR LINES INC COM NEW | $1,861 | 0.00% | 28 | 15 | 115.4% | $997 | 加仓 |
| NDAQ | NASDAQ INC COM | $1,868 | 0.00% | 22 | 13 | 144.4% | $1,104 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $1,870 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $1,889 | 0.00% | 16 | 16 | — | $1,889 | 新建仓 |
| CBRE | CBRE GROUP INC CL A | $1,896 | 0.00% | 14 | 5 | 55.6% | $677 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $1,903 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $1,905 | 0.00% | 41 | 41 | — | $1,905 | 新建仓 |
| EQIX | EQUINIX INC COM | $1,960 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $1,982 | 0.00% | 11 | 3 | 37.5% | $541 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1,999 | 0.00% | 54 | 54 | — | $1,999 | 新建仓 |
| HOG | HARLEY DAVIDSON INC COM | $2,022 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2,034 | 0.00% | 10 | -7 | -41.2% | -$1,424 | 减仓 |
| SRE | SEMPRA COM | $2,041 | 0.00% | 21 | 5 | 31.2% | $486 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $2,047 | 0.00% | 3 | 3 | — | $2,047 | 新建仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS SHS | $2,051 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW COM | $2,052 | 0.00% | 11 | 4 | 57.1% | $746 | 加仓 |
| CTVA | CORTEVA INC COM | $2,093 | 0.00% | 25 | 10 | 66.7% | $837 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $2,123 | 0.00% | 6 | 6 | — | $2,123 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $2,129 | 0.00% | 7 | 4 | 133.3% | $1,217 | 加仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD COM | $2,162 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $2,181 | 0.00% | 5 | 2 | 66.7% | $872 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $2,190 | 0.00% | 38 | 15 | 65.2% | $864 | 加仓 |
| PWR | QUANTA SVCS INC COM | $2,196 | 0.00% | 4 | 4 | — | $2,196 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $2,259 | 0.00% | 36 | 18 | 100.0% | $1,130 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $2,259 | 0.00% | 8 | 8 | — | $2,259 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $2,299 | 0.00% | 17 | 11 | 183.3% | $1,488 | 加仓 |
| ROST | ROSS STORES INC COM | $2,383 | 0.00% | 11 | 6 | 120.0% | $1,300 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $2,420 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $2,499 | 0.00% | 10 | 2 | 25.0% | $500 | 加仓 |
| VTRS | VIATRIS INC COM | $2,572 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $2,614 | 0.00% | 25 | 13 | 108.3% | $1,359 | 加仓 |
| CME | CME GROUP INC COM | $2,658 | 0.00% | 9 | 3 | 50.0% | $886 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $2,709 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $2,753 | 0.00% | 38 | -15 | -28.3% | -$1,087 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $2,877 | 0.00% | 40 | -26 | -39.4% | -$1,870 | 减仓 |
| LIN | LINDE PLC SHS | $2,975 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $3,010 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | MFS HIGH YIELD MUN TR SH BEN INT | $3,022 | 0.00% | 844 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $3,027 | 0.00% | 7 | -5 | -41.7% | -$2,162 | 减仓 |
| — | INVESCO ADVANTAGE MUN INCOME T SH BEN INT | $3,152 | 0.00% | 364 | 0 | 0.0% | — | 不变 |
| — | INVESCO TR INVT GRADE MUNS COM | $3,158 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $3,220 | 0.00% | 25 | -12 | -32.4% | -$1,546 | 减仓 |
| GRMN | GARMIN LTD SHS | $3,248 | 0.00% | 14 | 2 | 16.7% | $464 | 加仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $3,310 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $3,390 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO PERP PFD CNV A | $3,465 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $3,574 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HERMES PREM MUNI INM COM | $3,640 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $3,672 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $3,796 | 0.00% | 32 | 6 | 23.1% | $712 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $3,803 | 0.00% | 26 | 1 | 4.0% | $146 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $3,920 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $3,938 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $3,962 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RGR | STURM RUGER & CO INC COM | $4,009 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $4,070 | 0.00% | 17 | -3 | -15.0% | -$718 | 减仓 |
| — | PUTNAM MANAGED MUN INCOME TR COM | $4,121 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $4,264 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $4,271 | 0.00% | 35 | -11 | -23.9% | -$1,342 | 减仓 |
| EXEL | EXELIXIS INC COM | $4,289 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $4,309 | 0.00% | 11 | 1 | 10.0% | $392 | 加仓 |
| OLN | OLIN CORP COM PAR $1 | $4,460 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC COM | $4,709 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $4,736 | 0.00% | 28 | -6 | -17.6% | -$1,015 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $4,819 | 0.00% | 419 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP COM | $4,971 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $5,021 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $5,022 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $5,068 | 0.00% | 15 | -3 | -16.7% | -$1,014 | 减仓 |
| FTS | FORTIS INC COM | $5,077 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | $5,217 | 0.00% | 129 | -200 | -60.8% | -$8,088 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $5,288 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $5,551 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $5,700 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $5,755 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $5,911 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $5,934 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $6,063 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $6,090 | 0.00% | 19 | -1 | -5.0% | -$321 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $6,245 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $6,286 | 0.00% | 48 | -1 | -2.0% | -$131 | 减仓 |
| XEL | XCEL ENERGY INC COM | $6,435 | 0.00% | 81 | 6 | 8.0% | $477 | 加仓 |
| CSL | CARLISLE COS INC COM | $6,672 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $6,759 | 0.00% | 20 | -10 | -33.3% | -$3,380 | 重新持有 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $6,944 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $7,014 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $7,110 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $7,300 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $7,332 | 0.00% | 267 | 225 | 535.7% | $6,179 | 加仓 |
| — | KRANESHARES GLOBAL CARBON STRATEGY ETF | $7,363 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI COM | $7,363 | 0.00% | 708 | 708 | — | $7,363 | 新建仓 |