Mascoma Wealth Management LLC
HANOVER NH · SEC CIK 0001695664
$5.39亿2026Q2 申报市值
608持仓数
64.7%前十大占比 · 第一大 16.9%
116 / 29新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AGG 加仓+$322.06万
VGIT 加仓+$258.02万
IVV 加仓+$256.94万
JCPB 加仓+$182.47万
FBND 加仓+$162.66万
2026Q2 卖出最多 按季末市值估算
FDVV 减仓-$35.54万
VIG 减仓-$26.17万
IEFA 减仓-$25.98万
OUNZ 清仓-$19.30万
IWD 减仓-$16.97万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| LGND | LIGAND PHARMACEUTICALS INC COM NEW | $632 | 0.00% | 2 | 2 | — | $632 | 新建仓 |
| NOVT | NOVANTA INC COM | $649 | 0.00% | 4 | 4 | — | $649 | 新建仓 |
| RGEN | REPLIGEN CORP COM | $682 | 0.00% | 5 | 5 | — | $682 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $698 | 0.00% | 8 | 8 | — | $698 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $704 | 0.00% | 9 | 9 | — | $704 | 新建仓 |
| ALL | ALLSTATE CORP COM | $714 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CL A | $718 | 0.00% | 10 | 10 | — | $718 | 新建仓 |
| ENTG | ENTEGRIS INC COM | $719 | 0.00% | 4 | 4 | — | $719 | 新建仓 |
| AME | AMETEK INC COM | $726 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC COM CL A | $734 | 0.00% | 9 | 9 | — | $734 | 新建仓 |
| SITM | SITIME CORP COM | $746 | 0.00% | 1 | 1 | — | $746 | 新建仓 |
| CRH | CRH PLC ORD | $749 | 0.00% | 7 | 7 | — | $749 | 新建仓 |
| CW | CURTISS WRIGHT CORP COM | $758 | 0.00% | 1 | 1 | — | $758 | 新建仓 |
| PCG | PG&E CORP COM | $791 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $799 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $814 | 0.00% | 9 | -6 | -40.0% | -$543 | 减仓 |
| D | DOMINION ENERGY INC COM | $819 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC COM | $839 | 0.00% | 1 | 1 | — | $839 | 新建仓 |
| TTE | TOTALENERGIES SE ACT | $855 | 0.00% | 11 | 11 | — | $855 | 新建仓 |
| HLN | HALEON PLC SPON ADS | $858 | 0.00% | 92 | 92 | — | $858 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $860 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $862 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $905 | 0.00% | 5 | 5 | — | $905 | 新建仓 |
| FTNT | FORTINET INC COM | $922 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL COM | $929 | 0.00% | 7 | 7 | — | $929 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $944 | 0.00% | 18 | 18 | — | $944 | 新建仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $946 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. CL A | $963 | 0.00% | 12 | 12 | — | $963 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $973 | 0.00% | 13 | 13 | — | $973 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $982 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $1,014 | 0.00% | 6 | -1 | -14.3% | -$169 | 减仓 |
| MPC | MARATHON PETE CORP COM | $1,023 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $1,027 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $1,038 | 0.00% | 8 | 1 | 14.3% | $130 | 加仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $1,042 | 0.00% | 54 | 54 | — | $1,042 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $1,079 | 0.00% | 62 | 62 | — | $1,079 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $1,101 | 0.00% | 11 | 11 | — | $1,101 | 新建仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $1,103 | 0.00% | 55 | 55 | — | $1,103 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $1,106 | 0.00% | 144 | 144 | — | $1,106 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $1,110 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $1,116 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1,126 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC COM | $1,155 | 0.00% | 2 | 2 | — | $1,155 | 新建仓 |
| COHR | COHERENT CORP COM | $1,183 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $1,204 | 0.00% | 6 | -49 | -89.1% | -$9,833 | 减仓 |
| CCJ | CAMECO CORP COM | $1,222 | 0.00% | 12 | 12 | — | $1,222 | 新建仓 |
| FEMB | FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF | $1,227 | 0.00% | 42 | 42 | — | $1,227 | 新建仓 |
| MTZ | MASTEC INC COM | $1,248 | 0.00% | 3 | 3 | — | $1,248 | 新建仓 |
| WMB | WILLIAMS COS INC COM | $1,264 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $1,277 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $1,284 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $1,294 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $1,302 | 0.00% | 5 | 1 | 25.0% | $260 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $1,330 | 0.00% | 17 | 1 | 6.2% | $78 | 重新持有 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $1,332 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $1,431 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC COM | $1,462 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $1,472 | 0.00% | 3 | 1 | 50.0% | $491 | 加仓 |
| PLD | PROLOGIS INC. COM | $1,490 | 0.00% | 11 | 1 | 10.0% | $135 | 加仓 |
| NVT | NVENT ELEC PLC SHS | $1,526 | 0.00% | 9 | 9 | — | $1,526 | 新建仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1,533 | 0.00% | 36 | 36 | — | $1,533 | 新建仓 |
| BAP | CREDICORP LTD COM | $1,558 | 0.00% | 4 | 4 | — | $1,558 | 新建仓 |
| PCAR | PACCAR INC COM | $1,562 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1,591 | 0.00% | 4 | -7 | -63.6% | -$2,784 | 重新持有 |
| PSA | PUBLIC STORAGE COM | $1,592 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC COM NEW | $1,604 | 0.00% | 37 | 37 | — | $1,604 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $1,705 | 0.00% | 17 | 17 | — | $1,705 | 新建仓 |
| ATO | ATMOS ENERGY CORP COM | $1,723 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $1,732 | 0.00% | 8 | -4 | -33.3% | -$866 | 重新持有 |
| NDAQ | NASDAQ INC COM | $1,734 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $1,740 | 0.00% | 50 | 50 | — | $1,740 | 新建仓 |
| TPR | TAPESTRY INC COM | $1,757 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $1,767 | 0.00% | 8 | -1 | -11.1% | -$221 | 减仓 |
| WELL | WELLTOWER INC COM | $1,816 | 0.00% | 8 | 1 | 14.3% | $227 | 加仓 |
| INTU | INTUIT COM | $1,827 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $1,834 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO CL A | $1,843 | 0.00% | 28 | 28 | — | $1,843 | 新建仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $1,851 | 0.00% | 59 | 59 | — | $1,851 | 新建仓 |
| CBRE | CBRE GROUP INC CL A | $1,886 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $1,888 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $1,908 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $1,944 | 0.00% | 122 | -68 | -35.8% | -$1,084 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1,945 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $1,947 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $1,975 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $2,030 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $2,085 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $2,100 | 0.00% | 6 | -2 | -25.0% | -$700 | 减仓 |
| SO | SOUTHERN CO COM | $2,106 | 0.00% | 22 | 4 | 22.2% | $383 | 加仓 |
| CTVA | CORTEVA INC COM | $2,117 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $2,182 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $2,198 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $2,250 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $2,253 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| XPCQX | PIMCO CALIF MUN INCOME FD COM | $2,260 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP COM | $2,260 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $2,265 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $2,311 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $2,313 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $2,322 | 0.00% | 110 | 10 | 10.0% | $211 | 加仓 |