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 |
|---|---|---|---|---|---|---|---|---|
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $8,405 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $8,609 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $8,672 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF | $8,683 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $8,747 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | $8,753 | 0.00% | 193 | 64 | 49.6% | $2,903 | 加仓 |
| EXC | EXELON CORP COM | $8,765 | 0.00% | 188 | -33 | -14.9% | -$1,539 | 减仓 |
| FAST | FASTENAL CO COM | $8,934 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP COM | $9,095 | 0.00% | 4 | 4 | — | $9,095 | 新建仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $9,396 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $9,474 | 0.00% | 54 | -2 | -3.6% | -$351 | 减仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $9,650 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1.00万 | 0.00% | 21 | 1 | 5.0% | $478 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1.02万 | 0.00% | 82 | -26 | -24.1% | -$3,235 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $1.02万 | 0.00% | 799 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC COM | $1.02万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $1.05万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $1.05万 | 0.00% | 59 | 9 | 18.0% | $1,604 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.06万 | 0.00% | 188 | -812 | -81.2% | -$4.56万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $1.08万 | 0.00% | 37 | 1 | 2.8% | $291 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $1.09万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $1.10万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES COM | $1.10万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $1.14万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MFDX | PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF | $1.16万 | 0.00% | 278 | 1 | 0.4% | $42 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1.22万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $1.22万 | 0.00% | 64 | 5 | 8.5% | $952 | 加仓 |
| FXD | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND | $1.22万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $1.24万 | 0.00% | 890 | 2 | 0.2% | $28 | 加仓 |
| — | FRANKLIN MUN OPPORTUNITIES TR SH BEN INT | $1.26万 | 0.00% | 1,191 | 0 | 0.0% | — | 不变 |
| MFM | ABERDEEN MUN INCOME FD SH BEN INT | $1.26万 | 0.00% | 2,241 | 2,241 | — | $1.26万 | 新建仓 |
| TGT | TARGET CORP COM | $1.31万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $1.32万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $1.34万 | 0.00% | 1,123 | 0 | 0.0% | — | 不变 |
| MYI | BLACKROCK MUNIYIELD QUALITY FD COM | $1.35万 | 0.00% | 1,218 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $1.36万 | 0.00% | 1,069 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP COM | $1.36万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| KBE | STATE STREET SPDR S&P BANK ETF | $1.36万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VMO | INVESCO MUN OPPORTUNIT TR COM | $1.39万 | 0.00% | 1,411 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1.42万 | 0.00% | 85 | 2 | 2.4% | $333 | 加仓 |
| USB | US BANCORP COM NEW | $1.42万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | $1.43万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $1.45万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $1.46万 | 0.00% | 66 | -6 | -8.3% | -$1,323 | 减仓 |
| FSIG | FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | $1.46万 | 0.00% | 772 | 772 | — | $1.46万 | 新建仓 |
| NKE | NIKE INC CL B | $1.48万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF | $1.48万 | 0.00% | 391 | 96 | 32.5% | $3,637 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $1.49万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $1.50万 | 0.00% | 260 | 6 | 2.4% | $346 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $1.51万 | 0.00% | 38 | 3 | 8.6% | $1,191 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $1.52万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.54万 | 0.00% | 16 | 5 | 45.5% | $4,825 | 加仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $1.57万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $1.58万 | 0.00% | 53 | 1 | 1.9% | $298 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $1.58万 | 0.00% | 318 | 318 | — | $1.58万 | 新建仓 |
| ECL | ECOLAB INC COM | $1.59万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.61万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| LQDH | ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | $1.62万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $1.63万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $1.64万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $1.66万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $1.67万 | 0.00% | 333 | 333 | — | $1.67万 | 新建仓 |
| BC | BRUNSWICK CORP COM | $1.68万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $1.71万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $1.73万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC CL A | $1.74万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.74万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.79万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $1.88万 | 0.00% | 57 | -31 | -35.2% | -$1.02万 | 减仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $1.90万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC COM SHS CL A | $1.90万 | 0.00% | 1,135 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $1.91万 | 0.00% | 1,630 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $1.93万 | 0.00% | 405 | -313 | -43.6% | -$1.49万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $1.94万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $2.01万 | 0.00% | 218 | 1 | 0.5% | $92 | 加仓 |
| SNA | SNAP ON INC COM | $2.01万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $2.02万 | 0.00% | 181 | 3 | 1.7% | $335 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $2.03万 | 0.00% | 85 | 1 | 1.2% | $238 | 加仓 |
| DIS | DISNEY WALT CO COM | $2.10万 | 0.00% | 218 | -17 | -7.2% | -$1,639 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.22万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $2.23万 | 0.00% | 804 | 804 | — | $2.23万 | 新建仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $2.23万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $2.23万 | 0.00% | 82 | 2 | 2.5% | $544 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $2.25万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $2.26万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $2.28万 | 0.00% | 893 | 554 | 163.4% | $1.41万 | 加仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $2.31万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $2.32万 | 0.00% | 115 | 1 | 0.9% | $202 | 加仓 |
| GSST | GOLDMAN SACHS ULTRA SHORT BOND ETF | $2.36万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $2.39万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $2.40万 | 0.00% | 110 | 1 | 0.9% | $218 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $2.42万 | 0.00% | 766 | 13 | 1.7% | $411 | 加仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $2.43万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $2.46万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $2.46万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $2.48万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $2.50万 | 0.00% | 240 | 5 | 2.1% | $520 | 加仓 |
| PAAA | PGIM AAA CLO ETF | $2.50万 | 0.00% | 488 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P KENSHO CLEAN POWER ETF | $2.53万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $2.54万 | 0.00% | 134 | 2 | 1.5% | $379 | 加仓 |