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 |
|---|---|---|---|---|---|---|---|---|
| ROST | ROSS STORES INC COM | $2,341 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $2,385 | 0.00% | 7 | -27 | -79.4% | -$9,199 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $2,416 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC COM | $2,446 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW COM | $2,460 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $2,572 | 0.00% | 32 | -16 | -33.3% | -$1,286 | 减仓 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $2,610 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $2,622 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $2,685 | 0.00% | 60 | 60 | — | $2,685 | 新建仓 |
| WAB | WABTEC COM | $2,696 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $2,737 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| GOGO | GOGO INC COM | $2,781 | 0.00% | 897 | 897 | — | $2,781 | 新建仓 |
| PWR | QUANTA SVCS INC COM | $2,880 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $2,886 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $2,903 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS SHS | $2,931 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP COM PAR $1 | $2,973 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $3,108 | 0.00% | 19 | -36 | -65.5% | -$5,889 | 减仓 |
| XYZ | BLOCK INC CL A | $3,116 | 0.00% | 41 | 11 | 36.7% | $836 | 加仓 |
| TTD | THE TRADE DESK INC COM CL A | $3,146 | 0.00% | 174 | 174 | — | $3,146 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $3,150 | 0.00% | 27 | 1 | 3.8% | $117 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $3,158 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR LT SHS | $3,171 | 0.00% | 67 | 67 | — | $3,171 | 新建仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $3,276 | 0.00% | 8 | -257 | -97.0% | -$10.52万 | 减仓 |
| ADSK | AUTODESK INC COM | $3,305 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $3,321 | 0.00% | 13 | 1 | 8.3% | $255 | 加仓 |
| GRMN | GARMIN LTD SHS | $3,326 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | INVESCO TR INVT GRADE MUNS COM | $3,392 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| — | INVESCO ADVANTAGE MUN INCOME T SH BEN INT | $3,451 | 0.00% | 364 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $3,470 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO PERP PFD CNV A | $3,471 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $3,509 | 0.00% | 24 | 20 | 500.0% | $2,924 | 重新持有 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $3,579 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC COM NEW | $3,579 | 0.00% | 246 | 246 | — | $3,579 | 新建仓 |
| LIN | LINDE PLC SHS | $3,633 | 0.00% | 7 | 1 | 16.7% | $519 | 加仓 |
| CAR | AVIS BUDGET GROUP INC COM | $3,696 | 0.00% | 25 | 25 | — | $3,696 | 新建仓 |
| RGR | STURM RUGER & CO INC COM | $3,785 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | $3,825 | 0.00% | 63 | -577 | -90.2% | -$3.50万 | 减仓 |
| — | FEDERATED HERMES PREM MUNI INM COM | $3,826 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $3,922 | 0.00% | 13 | 3 | 30.0% | $905 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $3,926 | 0.00% | 26 | 26 | — | $3,926 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $3,941 | 0.00% | 41 | 3 | 7.9% | $288 | 加仓 |
| MARA | MARA HOLDINGS INC COM | $4,028 | 0.00% | 290 | 290 | — | $4,028 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP COM | $4,065 | 0.00% | 43 | 43 | — | $4,065 | 新建仓 |
| DIOD | DIODES INC COM | $4,159 | 0.00% | 38 | 38 | — | $4,159 | 新建仓 |
| DDOG | DATADOG INC CL A COM | $4,166 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $4,187 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $4,227 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $4,353 | 0.00% | 13 | 9 | 225.0% | $3,014 | 加仓 |
| — | FRANKLIN MANAGED MUN INCOME TR COM | $4,382 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $4,385 | 0.00% | 141 | 141 | — | $4,385 | 新建仓 |
| FCX | FREEPORT MCMORAN INC CL B | $4,402 | 0.00% | 70 | 3 | 4.5% | $189 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $4,614 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC COM | $4,676 | 0.00% | 25 | 25 | — | $4,676 | 新建仓 |
| CTAS | CINTAS CORP COM | $4,762 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $4,805 | 0.00% | 26 | 1 | 4.0% | $185 | 加仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $4,959 | 0.00% | 122 | 122 | — | $4,959 | 新建仓 |
| MXL | MAXLINEAR INC COM | $4,993 | 0.00% | 39 | 39 | — | $4,993 | 新建仓 |
| MDB | MONGODB INC CL A | $5,039 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $5,078 | 0.00% | 419 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $5,103 | 0.00% | 67 | -95 | -58.6% | -$7,236 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $5,152 | 0.00% | 10 | 6 | 150.0% | $3,091 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $5,163 | 0.00% | 96 | 96 | — | $5,163 | 新建仓 |
| FTS | FORTIS INC COM | $5,208 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP COM | $5,290 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $5,306 | 0.00% | 123 | 123 | — | $5,306 | 新建仓 |
| EXEL | EXELIXIS INC COM | $5,441 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $5,495 | 0.00% | 38 | 6 | 18.8% | $868 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $5,590 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC COM | $5,698 | 0.00% | 77 | 77 | — | $5,698 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $5,755 | 0.00% | 166 | 166 | — | $5,755 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO COM | $5,853 | 0.00% | 17 | -2 | -10.5% | -$689 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $5,909 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $5,968 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $6,010 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $6,127 | 0.00% | 88 | 88 | — | $6,127 | 新建仓 |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $6,178 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $6,194 | 0.00% | 28 | -194 | -87.4% | -$4.29万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $6,202 | 0.00% | 70 | -12 | -14.6% | -$1,063 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $6,303 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $6,386 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $6,452 | 0.00% | 242 | -25 | -9.4% | -$667 | 减仓 |
| XEL | XCEL ENERGY INC COM | $6,504 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $6,529 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $6,558 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $6,645 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $6,954 | 0.00% | 14 | -3 | -17.6% | -$1,490 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $7,013 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $7,174 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $7,223 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC COM | $7,255 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $7,478 | 0.00% | 82 | 16 | 24.2% | $1,459 | 加仓 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $7,591 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $7,730 | 0.00% | 156 | 156 | — | $7,730 | 新建仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI COM | $7,781 | 0.00% | 708 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $7,791 | 0.00% | 38 | 3 | 8.6% | $615 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $8,175 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES GLOBAL CARBON STRATEGY ETF | $8,224 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $8,303 | 0.00% | 13 | 9 | 225.0% | $5,748 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD INC COM | $8,398 | 0.00% | 724 | 0 | 0.0% | — | 不变 |