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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC COM | $8.85万 | 0.02% | 92 | 4 | 4.5% | $3,847 | 加仓 |
| ABBV | ABBVIE INC COM | $8.87万 | 0.02% | 408 | -8 | -1.9% | -$1,740 | 减仓 |
| CRM | SALESFORCE INC COM | $9.02万 | 0.02% | 483 | -35 | -6.8% | -$6,533 | 减仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $9.40万 | 0.02% | 1,788 | -261 | -12.7% | -$1.37万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED COM | $9.43万 | 0.02% | 4,107 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $9.45万 | 0.02% | 265 | 265 | — | $9.45万 | 新建仓 |
| EMR | EMERSON ELEC CO COM | $9.50万 | 0.02% | 725 | -10 | -1.4% | -$1,310 | 减仓 |
| XYL | XYLEM INC COM | $9.56万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $9.69万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $9.72万 | 0.02% | 1,253 | -2 | -0.2% | -$155 | 减仓 |
| T | AT&T INC COM | $9.93万 | 0.02% | 3,426 | 988 | 40.5% | $2.86万 | 加仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $10.03万 | 0.02% | 4,002 | -256 | -6.0% | -$6,417 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $10.50万 | 0.02% | 388 | -162 | -29.5% | -$4.38万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $10.50万 | 0.02% | 1,325 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $10.59万 | 0.02% | 296 | 1 | 0.3% | $358 | 加仓 |
| ORCL | ORACLE CORP COM | $10.74万 | 0.02% | 730 | -18 | -2.4% | -$2,648 | 减仓 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $10.81万 | 0.02% | 2,644 | 2,644 | — | $10.81万 | 新建仓 |
| IAU | ISHARES GOLD TRUST | $11.02万 | 0.02% | 1,250 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $11.04万 | 0.02% | 2,502 | -10 | -0.4% | -$441 | 减仓 |
| DE | DEERE & CO COM | $11.21万 | 0.02% | 199 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $11.57万 | 0.02% | 873 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $11.63万 | 0.02% | 3,468 | 31 | 0.9% | $1,040 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $12.12万 | 0.03% | 353 | -2 | -0.6% | -$686 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $12.21万 | 0.03% | 198 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $12.43万 | 0.03% | 568 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $12.47万 | 0.03% | 439 | -6 | -1.3% | -$1,704 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $12.93万 | 0.03% | 214 | 0 | 0.0% | — | 不变 |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | $13.00万 | 0.03% | 3,600 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC COM | $13.15万 | 0.03% | 12,765 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $13.47万 | 0.03% | 638 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $14.10万 | 0.03% | 1,012 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $14.27万 | 0.03% | 841 | 6 | 0.7% | $1,018 | 加仓 |
| XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $14.54万 | 0.03% | 3,204 | -154 | -4.6% | -$6,987 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $15.28万 | 0.03% | 665 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $15.53万 | 0.03% | 2,399 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $15.58万 | 0.03% | 2,724 | -37 | -1.3% | -$2,117 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $15.67万 | 0.03% | 1,600 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $16.06万 | 0.03% | 531 | -2 | -0.4% | -$605 | 减仓 |
| TJX | TJX COS INC NEW COM | $16.71万 | 0.03% | 1,046 | -2 | -0.2% | -$319 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $16.96万 | 0.04% | 10,217 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $16.99万 | 0.04% | 927 | 2 | 0.2% | $367 | 加仓 |
| RY | ROYAL BK CDA COM | $17.52万 | 0.04% | 1,083 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $17.72万 | 0.04% | 1,227 | -2 | -0.2% | -$289 | 减仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $18.09万 | 0.04% | 2,044 | 145 | 7.6% | $1.28万 | 加仓 |
| PEP | PEPSICO INC COM | $18.09万 | 0.04% | 1,165 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $18.29万 | 0.04% | 2,405 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $18.61万 | 0.04% | 3,277 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $18.63万 | 0.04% | 3,447 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $19.18万 | 0.04% | 922 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $19.30万 | 0.04% | 4,285 | 4,285 | — | $19.30万 | 新建仓 |
| EBC | EASTERN BANKSHARES INC COM | $19.39万 | 0.04% | 9,912 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $19.47万 | 0.04% | 803 | -38 | -4.5% | -$9,212 | 减仓 |
| EMNT | PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND | $19.80万 | 0.04% | 2,002 | -53 | -2.6% | -$5,242 | 减仓 |
| AA | ALCOA CORP COM | $19.90万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $20.33万 | 0.04% | 654 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $20.74万 | 0.04% | 2,891 | 1,028 | 55.2% | $7.37万 | 加仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $21.87万 | 0.05% | 9,544 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $21.95万 | 0.05% | 1,144 | 600 | 110.3% | $11.51万 | 加仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $22.23万 | 0.05% | 1,860 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $24.16万 | 0.05% | 650 | 1 | 0.2% | $372 | 加仓 |
| HD | HOME DEPOT INC COM | $24.37万 | 0.05% | 741 | -2 | -0.3% | -$658 | 减仓 |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $24.73万 | 0.05% | 11,028 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $25.11万 | 0.05% | 5,034 | -198 | -3.8% | -$9,878 | 减仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $26.17万 | 0.05% | 4,451 | 13 | 0.3% | $764 | 加仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $27.21万 | 0.06% | 1,071 | -50 | -4.5% | -$1.27万 | 减仓 |
| CWST | CASELLA WASTE SYS INC CL A | $27.29万 | 0.06% | 3,440 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $28.10万 | 0.06% | 12,228 | 22 | 0.2% | $506 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $28.34万 | 0.06% | 5,104 | 1,129 | 28.4% | $6.27万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $28.91万 | 0.06% | 678 | 279 | 69.9% | $11.90万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $29.97万 | 0.06% | 1,226 | 91 | 8.0% | $2.22万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $30.15万 | 0.06% | 4,296 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $30.20万 | 0.06% | 858 | -27 | -3.1% | -$9,503 | 减仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $31.19万 | 0.06% | 6,800 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $31.26万 | 0.06% | 2,764 | 145 | 5.5% | $1.64万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $32.20万 | 0.07% | 1,585 | 5 | 0.3% | $1,016 | 加仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $33.61万 | 0.07% | 6,299 | -66 | -1.0% | -$3,521 | 减仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $34.00万 | 0.07% | 8,470 | -160 | -1.9% | -$6,422 | 减仓 |
| AVGO | BROADCOM INC COM | $35.38万 | 0.07% | 1,143 | -5 | -0.4% | -$1,548 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $35.66万 | 0.07% | 1,243 | 4 | 0.3% | $1,147 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $35.85万 | 0.07% | 7,083 | -244 | -3.3% | -$1.24万 | 减仓 |
| V | VISA INC COM CL A | $37.96万 | 0.08% | 1,256 | -281 | -18.3% | -$8.49万 | 减仓 |
| RTX | RTX CORPORATION COM | $39.71万 | 0.08% | 2,058 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $42.15万 | 0.09% | 5,044 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $42.94万 | 0.09% | 1,639 | -32 | -1.9% | -$8,383 | 减仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $46.03万 | 0.10% | 6,541 | 5 | 0.1% | $352 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $47.46万 | 0.10% | 4,642 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $48.18万 | 0.10% | 5,322 | 2,687 | 102.0% | $24.33万 | 加仓 |
| META | META PLATFORMS INC CL A | $51.21万 | 0.11% | 895 | -2 | -0.2% | -$1,144 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $51.88万 | 0.11% | 2,092 | -75 | -3.5% | -$1.86万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $54.22万 | 0.11% | 1,103 | 4 | 0.4% | $1,966 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $57.88万 | 0.12% | 10,212 | 21 | 0.2% | $1,190 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $60.84万 | 0.13% | 6,264 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TRUST WATER ETF | $61.97万 | 0.13% | 6,009 | -5,465 | -47.6% | -$56.36万 | 减仓 |
| JUST | GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | $66.86万 | 0.14% | 7,228 | 1,039 | 16.8% | $9.61万 | 加仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $67.04万 | 0.14% | 11,350 | -6,496 | -36.4% | -$38.37万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $68.56万 | 0.14% | 4,528 | 6 | 0.1% | $908 | 加仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $71.01万 | 0.15% | 7,772 | -349 | -4.3% | -$3.19万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $72.00万 | 0.15% | 14,343 | 1,349 | 10.4% | $6.77万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $83.52万 | 0.17% | 3,909 | -295 | -7.0% | -$6.30万 | 减仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $84.45万 | 0.17% | 18,572 | -2,157 | -10.4% | -$9.81万 | 减仓 |