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 |
|---|---|---|---|---|---|---|---|---|
| MET | METLIFE INC COM | $2.31万 | 0.00% | 327 | 12 | 3.8% | $849 | 加仓 |
| GSST | GOLDMAN SACHS ULTRA SHORT BOND ETF | $2.36万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $2.38万 | 0.00% | 114 | -5 | -4.2% | -$1,045 | 减仓 |
| NFG | NATIONAL FUEL GAS CO COM | $2.47万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| TBLL | INVESCO SHORT TERM TREASURY ETF | $2.48万 | 0.01% | 235 | -159 | -40.4% | -$1.68万 | 减仓 |
| PAAA | PGIM AAA CLO ETF | $2.50万 | 0.01% | 488 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $2.51万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO RAFI US 1000 ETF | $2.53万 | 0.01% | 532 | 2 | 0.4% | $95 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $2.57万 | 0.01% | 88 | -2 | -2.2% | -$583 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $2.60万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $2.62万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | $2.79万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $2.93万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $2.95万 | 0.01% | 718 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $2.99万 | 0.01% | 419 | 5 | 1.2% | $357 | 加仓 |
| WFC | WELLS FARGO & CO COM | $3.02万 | 0.01% | 379 | -38 | -9.1% | -$3,025 | 减仓 |
| AON | AON PLC SHS CL A | $3.03万 | 0.01% | 94 | -1 | -1.1% | -$323 | 减仓 |
| COP | CONOCOPHILLIPS COM | $3.10万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO COM | $3.13万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $3.14万 | 0.01% | 145 | 5 | 3.6% | $1,083 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $3.16万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $3.18万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| REET | ISHARES GLOBAL REIT ETF | $3.31万 | 0.01% | 1,317 | 1,317 | — | $3.31万 | 新建仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $3.40万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $3.41万 | 0.01% | 753 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $3.42万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $3.51万 | 0.01% | 691 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $3.55万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $3.59万 | 0.01% | 228 | 2 | 0.9% | $315 | 加仓 |
| HUM | HUMANA INC COM | $3.59万 | 0.01% | 207 | -3 | -1.4% | -$520 | 减仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $3.59万 | 0.01% | 575 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $3.63万 | 0.01% | 745 | 17 | 2.3% | $829 | 加仓 |
| SBUX | STARBUCKS CORP COM | $3.64万 | 0.01% | 406 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $3.69万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $3.91万 | 0.01% | 545 | 3 | 0.6% | $215 | 加仓 |
| HAL | HALLIBURTON CO COM | $3.93万 | 0.01% | 1,008 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $3.95万 | 0.01% | 406 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $3.99万 | 0.01% | 355 | -71 | -16.7% | -$7,971 | 减仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $4.00万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $4.07万 | 0.01% | 1,419 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC COM | $4.13万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $4.21万 | 0.01% | 222 | 194 | 692.9% | $3.68万 | 加仓 |
| DHI | D R HORTON INC COM | $4.28万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $4.37万 | 0.01% | 604 | -394 | -39.5% | -$2.85万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS COM | $4.40万 | 0.01% | 3,190 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $4.41万 | 0.01% | 1,035 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $4.42万 | 0.01% | 510 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $4.42万 | 0.01% | 1,985 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $4.44万 | 0.01% | 478 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $4.56万 | 0.01% | 810 | 8 | 1.0% | $450 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $4.58万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $4.60万 | 0.01% | 140 | -4 | -2.8% | -$1,314 | 减仓 |
| JPIE | JPMORGAN INCOME ETF | $4.61万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $4.68万 | 0.01% | 143 | 3 | 2.1% | $981 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $4.74万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC COM | $4.79万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS TOTAL RETURN COM | $4.89万 | 0.01% | 4,394 | -1,256 | -22.2% | -$1.40万 | 减仓 |
| MMM | 3M CO COM | $4.95万 | 0.01% | 341 | -168 | -33.0% | -$2.44万 | 减仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $4.97万 | 0.01% | 1,075 | 0 | 0.0% | — | 不变 |
| AGM | FEDERAL AGRIC MTG CORP CL C | $5.06万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $5.07万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC COM | $5.13万 | 0.01% | 5,706 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $5.16万 | 0.01% | 503 | -80 | -13.7% | -$8,214 | 减仓 |
| MTB | M & T BK CORP COM | $5.20万 | 0.01% | 251 | 1 | 0.4% | $207 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $5.24万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $5.30万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $5.67万 | 0.01% | 500 | -22 | -4.2% | -$2,495 | 减仓 |
| MRK | MERCK & CO INC COM | $5.68万 | 0.01% | 472 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $5.74万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $5.78万 | 0.01% | 519 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $6.00万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT COM NEW | $6.01万 | 0.01% | 644 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $6.06万 | 0.01% | 293 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $6.15万 | 0.01% | 638 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $6.17万 | 0.01% | 311 | -121 | -28.0% | -$2.40万 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $6.22万 | 0.01% | 618 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $6.26万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $6.30万 | 0.01% | 126 | -3 | -2.3% | -$1,499 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $6.30万 | 0.01% | 839 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $6.38万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $6.55万 | 0.01% | 939 | 329 | 53.9% | $2.29万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $6.74万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $6.75万 | 0.01% | 253 | 3 | 1.2% | $801 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $7.03万 | 0.01% | 485 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC COM | $7.11万 | 0.01% | 1,766 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $7.14万 | 0.01% | 1,166 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $7.34万 | 0.02% | 788 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $7.48万 | 0.02% | 602 | 9 | 1.5% | $1,119 | 加仓 |
| GWW | WW GRAINGER INC COM | $7.53万 | 0.02% | 69 | -55 | -44.4% | -$6.00万 | 减仓 |
| PFE | PFIZER INC COM | $7.63万 | 0.02% | 2,716 | -152 | -5.3% | -$4,268 | 减仓 |
| GEV | GE VERNOVA INC COM | $7.67万 | 0.02% | 88 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $7.70万 | 0.02% | 181 | 3 | 1.7% | $1,276 | 加仓 |
| — | HONEYWELL INTL INC COM | $7.71万 | 0.02% | 341 | 0 | 0.0% | — | 不变 |
| XT | ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | $7.76万 | 0.02% | 1,139 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $7.87万 | 0.02% | 818 | 11 | 1.4% | $1,058 | 加仓 |
| — | VIRTUS TOTAL RETURN FD INC COM | $7.88万 | 0.02% | 11,900 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $8.01万 | 0.02% | 611 | 0 | 0.0% | — | 不变 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $8.31万 | 0.02% | 1,630 | 1,630 | — | $8.31万 | 新建仓 |
| PAYX | PAYCHEX INC COM | $8.49万 | 0.02% | 922 | 3 | 0.3% | $276 | 加仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $8.53万 | 0.02% | 1,325 | 107 | 8.8% | $6,886 | 加仓 |