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 |
|---|---|---|---|---|---|---|---|---|
| VIS | VANGUARD INDUSTRIALS ETF | $2.59万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $2.65万 | 0.00% | 127 | 5 | 4.1% | $1,045 | 加仓 |
| MET | METLIFE INC COM | $2.77万 | 0.01% | 327 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $2.77万 | 0.01% | 225 | -3 | -1.3% | -$369 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $2.83万 | 0.01% | 28 | 3 | 12.0% | $3,034 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2.85万 | 0.01% | 49 | 39 | 390.0% | $2.27万 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $2.89万 | 0.01% | 534 | 2 | 0.4% | $108 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $2.90万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $2.93万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $2.99万 | 0.01% | 175 | 175 | — | $2.99万 | 新建仓 |
| AMP | AMERIPRISE FINL INC COM | $3.03万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $3.10万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $3.12万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $3.19万 | 0.01% | 181 | 1 | 0.6% | $176 | 加仓 |
| STT | STATE STR CORP COM | $3.21万 | 0.01% | 189 | 75 | 65.8% | $1.27万 | 加仓 |
| DTE | DTE ENERGY CO COM | $3.26万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $3.32万 | 0.01% | 598 | -6 | -1.0% | -$333 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $3.33万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $3.36万 | 0.01% | 691 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC COM | $3.38万 | 0.01% | 153 | 153 | — | $3.38万 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $3.41万 | 0.01% | 1,388 | -31 | -2.2% | -$761 | 减仓 |
| HAL | HALLIBURTON CO COM | $3.42万 | 0.01% | 1,008 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC COM | $3.43万 | 0.01% | 153 | -188 | -55.1% | -$4.21万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $3.45万 | 0.01% | 417 | 38 | 10.0% | $3,140 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $3.45万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $3.46万 | 0.01% | 414 | -5 | -1.2% | -$418 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $3.54万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $3.56万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $3.98万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $4.02万 | 0.01% | 575 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $4.15万 | 0.01% | 406 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $4.17万 | 0.01% | 731 | -14 | -1.9% | -$798 | 减仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $4.20万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $4.21万 | 0.01% | 480 | 2 | 0.4% | $176 | 加仓 |
| EFX | EQUIFAX INC COM | $4.22万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $4.29万 | 0.01% | 1,035 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $4.39万 | 0.01% | 1,985 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC COM | $4.46万 | 0.01% | 168 | 2 | 1.2% | $531 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $4.48万 | 0.01% | 406 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $4.53万 | 0.01% | 144 | 4 | 2.9% | $1,259 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $4.58万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| JPIE | JPMORGAN INCOME ETF | $4.61万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS COM | $4.64万 | 0.01% | 3,190 | 0 | 0.0% | — | 不变 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $4.65万 | 0.01% | 1,075 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $4.69万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $4.73万 | 0.01% | 431 | -207 | -32.4% | -$2.27万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $4.77万 | 0.01% | 526 | 23 | 4.6% | $2,087 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $4.78万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $4.79万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $4.80万 | 0.01% | 1,994 | -722 | -26.6% | -$1.74万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $4.87万 | 0.01% | 510 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $4.94万 | 0.01% | 298 | 5 | 1.7% | $828 | 加仓 |
| — | COHEN & STEERS TOTAL RETURN COM | $4.97万 | 0.01% | 4,394 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC COM | $5.08万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $5.12万 | 0.01% | 495 | -50 | -9.2% | -$5,173 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC COM | $5.26万 | 0.01% | 5,706 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $5.30万 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $5.43万 | 0.01% | 51 | -30 | -37.0% | -$3.19万 | 减仓 |
| MRK | MERCK & CO INC COM | $5.46万 | 0.01% | 425 | -47 | -10.0% | -$6,040 | 减仓 |
| MMM | 3M CO COM | $5.54万 | 0.01% | 342 | 1 | 0.3% | $162 | 加仓 |
| T | AT&T INC COM | $5.65万 | 0.01% | 2,730 | -696 | -20.3% | -$1.44万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $5.68万 | 0.01% | 210 | -35 | -14.3% | -$9,466 | 减仓 |
| NFLX | NETFLIX INC. COM | $5.73万 | 0.01% | 803 | -15 | -1.8% | -$1,071 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $5.94万 | 0.01% | 810 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $6.02万 | 0.01% | 253 | 2 | 0.8% | $476 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $6.22万 | 0.01% | 751 | -188 | -20.0% | -$1.56万 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $6.23万 | 0.01% | 618 | 0 | 0.0% | — | 不变 |
| XT | ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | $6.27万 | 0.01% | 759 | -380 | -33.4% | -$3.14万 | 减仓 |
| IDXX | IDEXX LABS INC COM | $6.32万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $6.37万 | 0.01% | 917 | -408 | -30.8% | -$2.84万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $6.46万 | 0.01% | 519 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $6.57万 | 0.01% | 128 | 2 | 1.6% | $1,027 | 加仓 |
| WTRG | ESSENTIAL UTILS INC COM | $6.77万 | 0.01% | 1,766 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $6.79万 | 0.01% | 311 | 0 | 0.0% | — | 不变 |
| AGM | FEDERAL AGRIC MTG CORP CL C | $6.80万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $6.94万 | 0.01% | 613 | 11 | 1.8% | $1,246 | 加仓 |
| CI | THE CIGNA GROUP COM | $6.98万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $7.03万 | 0.01% | 839 | 0 | 0.0% | — | 不变 |
| OACP | ONEASCENT CORE PLUS BOND ETF | $7.15万 | 0.01% | 3,148 | 3,148 | — | $7.15万 | 新建仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $7.22万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $7.25万 | 0.01% | 518 | 18 | 3.6% | $2,519 | 加仓 |
| CRM | SALESFORCE INC COM | $7.47万 | 0.01% | 477 | -6 | -1.2% | -$940 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $7.52万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $7.67万 | 0.01% | 1,284 | 1,284 | — | $7.67万 | 新建仓 |
| AMAT | APPLIED MATLS INC COM | $7.81万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $7.93万 | 0.01% | 485 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $7.98万 | 0.01% | 788 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL RETURN FD INC COM | $8.13万 | 0.02% | 11,900 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC COM | $8.22万 | 0.02% | 207 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $8.22万 | 0.02% | 688 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $8.39万 | 0.02% | 613 | 2 | 0.3% | $274 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $8.43万 | 0.02% | 1,588 | 422 | 36.2% | $2.24万 | 加仓 |
| BLK | BLACKROCK INC COM | $8.85万 | 0.02% | 92 | 0 | 0.0% | — | 不变 |
| TBLL | INVESCO SHORT TERM TREASURY ETF | $9.01万 | 0.02% | 853 | 618 | 263.0% | $6.52万 | 加仓 |
| PAYX | PAYCHEX INC COM | $9.09万 | 0.02% | 924 | 2 | 0.2% | $197 | 加仓 |
| GWW | WW GRAINGER INC COM | $9.39万 | 0.02% | 69 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $9.41万 | 0.02% | 1,795 | 7 | 0.4% | $367 | 加仓 |
| IAU | ISHARES GOLD TRUST | $9.44万 | 0.02% | 1,250 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $9.46万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $9.58万 | 0.02% | 654 | -76 | -10.4% | -$1.11万 | 减仓 |