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 |
|---|---|---|---|---|---|---|---|---|
| CRWD | CROWDSTRIKE HLDGS INC CL A | $7,418 | 0.00% | 19 | 2 | 11.8% | $781 | 加仓 |
| TTEK | TETRA TECH INC NEW COM | $7,530 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $7,538 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $7,591 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $7,867 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $7,907 | 0.00% | 38 | -9 | -19.1% | -$1,873 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD INC COM | $7,950 | 0.00% | 724 | 724 | — | $7,950 | 新建仓 |
| DOV | DOVER CORP COM | $8,130 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF | $8,207 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $8,421 | 0.00% | 2 | -1 | -33.3% | -$4,210 | 减仓 |
| ADBE | ADOBE INC COM | $8,508 | 0.00% | 35 | -4 | -10.3% | -$972 | 减仓 |
| FAST | FASTENAL CO COM | $8,630 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $8,685 | 0.00% | 339 | 339 | — | $8,685 | 新建仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $8,784 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $9,014 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $9,042 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $9,090 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $9,317 | 0.00% | 206 | -21 | -9.3% | -$950 | 减仓 |
| — | MFS HIGH INCOME MUN TR SH BEN INT | $9,338 | 0.00% | 2,517 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES COM | $9,420 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $9,492 | 0.00% | 55 | 5 | 10.0% | $863 | 加仓 |
| HAS | HASBRO INC COM | $9,828 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $9,852 | 0.00% | 799 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC COM | $1.00万 | 0.00% | 87 | 10 | 13.0% | $1,150 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $1.00万 | 0.00% | 55 | -9 | -14.1% | -$1,642 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $1.00万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $1.01万 | 0.00% | 52 | 1 | 2.0% | $194 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $1.02万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $1.02万 | 0.00% | 888 | -62 | -6.5% | -$715 | 减仓 |
| — | ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF | $1.03万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $1.05万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1.05万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $1.08万 | 0.00% | 221 | 33 | 17.6% | $1,618 | 加仓 |
| MFDX | PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF | $1.10万 | 0.00% | 277 | 3 | 1.1% | $119 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $1.11万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $1.11万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $1.12万 | 0.00% | 59 | -7 | -10.6% | -$1,327 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1.12万 | 0.00% | 70 | 8 | 12.9% | $1,283 | 加仓 |
| FXD | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND | $1.13万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $1.16万 | 0.00% | 56 | 2 | 3.7% | $416 | 加仓 |
| KBE | STATE STREET SPDR S&P BANK ETF | $1.19万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $1.21万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $1.22万 | 0.00% | 235 | -36 | -13.3% | -$1,872 | 减仓 |
| — | PUTNAM MUN OPPORTUNITIES TR SH BEN INT | $1.23万 | 0.00% | 1,191 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $1.24万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $1.26万 | 0.00% | 106 | 1 | 1.0% | $119 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $1.27万 | 0.00% | 1,123 | 1,123 | — | $1.27万 | 新建仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY FD COM | $1.28万 | 0.00% | 1,218 | 1,218 | — | $1.28万 | 新建仓 |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $1.30万 | 0.00% | 1,069 | 0 | 0.0% | — | 不变 |
| VMO | INVESCO MUN OPPORTUNIT TR COM | $1.34万 | 0.00% | 1,411 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC CL A | $1.35万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $1.36万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP COM | $1.37万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | $1.43万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1.44万 | 0.00% | 83 | -2 | -2.4% | -$347 | 减仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $1.44万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $1.44万 | 0.00% | 114 | 14 | 14.0% | $1,772 | 加仓 |
| BC | BRUNSWICK CORP COM | $1.46万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $1.48万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $1.52万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $1.54万 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $1.54万 | 0.00% | 145 | -164 | -53.1% | -$1.75万 | 减仓 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $1.57万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $1.58万 | 0.00% | 212 | -14 | -6.2% | -$1,043 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $1.61万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| LQDH | ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | $1.61万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $1.62万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $1.62万 | 0.00% | 178 | 5 | 2.9% | $455 | 加仓 |
| BETA | BETA TECHNOLOGIES INC COM SHS CL A | $1.67万 | 0.00% | 1,135 | 795 | 233.8% | $1.17万 | 加仓 |
| LOW | LOWES COS INC COM | $1.70万 | 0.00% | 72 | -3 | -4.0% | -$709 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.74万 | 0.00% | 189 | -3 | -1.6% | -$277 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $1.77万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER COM | $1.78万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $1.79万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $1.80万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.82万 | 0.00% | 65 | -2 | -3.0% | -$558 | 减仓 |
| SNA | SNAP ON INC COM | $1.82万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $1.83万 | 0.00% | 1,630 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $1.89万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $1.90万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.93万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $1.94万 | 0.00% | 80 | -2 | -2.4% | -$485 | 减仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $1.97万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $2.01万 | 0.00% | 122 | 6 | 5.2% | $987 | 加仓 |
| — | STATE STREET SPDR S&P KENSHO CLEAN POWER ETF | $2.02万 | 0.00% | 224 | -128 | -36.4% | -$1.16万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $2.04万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $2.06万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $2.06万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $2.08万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $2.12万 | 0.00% | 25 | -4 | -13.8% | -$3,384 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $2.14万 | 0.00% | 108 | -41 | -27.5% | -$8,130 | 减仓 |
| VTV | VANGUARD VALUE ETF | $2.15万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $2.15万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $2.18万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $2.20万 | 0.00% | 75 | -3 | -3.8% | -$878 | 减仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $2.22万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS ETF | $2.25万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $2.27万 | 0.00% | 235 | -9 | -3.7% | -$869 | 减仓 |
| APH | AMPHENOL CORP CL A | $2.27万 | 0.00% | 180 | -16 | -8.2% | -$2,022 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.29万 | 0.00% | 175 | -1 | -0.6% | -$131 | 减仓 |