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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | $86.30万 | 0.18% | 1,327 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $87.98万 | 0.18% | 3,064 | -197 | -6.0% | -$5.66万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $90.87万 | 0.19% | 912 | -18 | -1.9% | -$1.79万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $99.25万 | 0.21% | 3,374 | -207 | -5.8% | -$6.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $104.71万 | 0.22% | 6,004 | -28 | -0.5% | -$4,883 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $112.71万 | 0.23% | 1,953 | -334 | -14.6% | -$19.28万 | 减仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $115.00万 | 0.24% | 24,457 | -2,213 | -8.3% | -$10.41万 | 减仓 |
| AMZN | AMAZON COM INC COM | $115.55万 | 0.24% | 5,548 | -130 | -2.3% | -$2.71万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $121.78万 | 0.25% | 4,235 | 3 | 0.1% | $863 | 加仓 |
| LLY | ELI LILLY & CO COM | $138.30万 | 0.29% | 1,504 | -27 | -1.8% | -$2.48万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $140.59万 | 0.29% | 6,580 | 700 | 11.9% | $14.96万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $144.81万 | 0.30% | 3,022 | -54 | -1.8% | -$2.59万 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $152.61万 | 0.32% | 27,627 | -4,019 | -12.7% | -$22.20万 | 减仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $192.19万 | 0.40% | 42,240 | 34 | 0.1% | $1,547 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $204.26万 | 0.42% | 22,461 | -3,479 | -13.4% | -$31.64万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $213.42万 | 0.44% | 24,061 | 24,061 | — | $213.42万 | 新建仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $216.08万 | 0.45% | 10,047 | -30,297 | -75.1% | -$651.59万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $219.12万 | 0.45% | 9,508 | -500 | -5.0% | -$11.52万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $237.27万 | 0.49% | 3,971 | 1 | 0.0% | $598 | 加仓 |
| MSFT | MICROSOFT CORP COM | $288.68万 | 0.60% | 7,799 | -294 | -3.6% | -$10.88万 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $331.82万 | 0.69% | 40,186 | 15,664 | 63.9% | $129.34万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $374.89万 | 0.77% | 124,671 | 46,405 | 59.3% | $139.54万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $496.06万 | 1.03% | 35,077 | 2,566 | 7.9% | $36.29万 | 加仓 |
| AAPL | APPLE INC COM | $559.35万 | 1.16% | 22,040 | -458 | -2.0% | -$11.62万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $593.41万 | 1.23% | 126,500 | 3,480 | 2.8% | $16.32万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $648.39万 | 1.34% | 27,018 | -1,490 | -5.2% | -$35.76万 | 减仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $668.78万 | 1.38% | 140,648 | 6,704 | 5.0% | $31.88万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $699.45万 | 1.45% | 73,149 | 5,493 | 8.1% | $52.52万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $710.29万 | 1.47% | 76,590 | 52,184 | 213.8% | $483.95万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $878.38万 | 1.82% | 72,480 | -6,749 | -8.5% | -$81.79万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $894.02万 | 1.85% | 71,918 | 2,397 | 3.4% | $29.80万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $933.66万 | 1.93% | 138,259 | 3,531 | 2.6% | $23.84万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $1,414.33万 | 2.92% | 91,183 | -28,648 | -23.9% | -$444.36万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1,439.19万 | 2.97% | 142,975 | 57,790 | 67.8% | $581.71万 | 加仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $1,512.13万 | 3.13% | 416,910 | 19,258 | 4.8% | $69.85万 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $1,550.56万 | 3.20% | 140,462 | -54,302 | -27.9% | -$599.44万 | 减仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $1,620.68万 | 3.35% | 213,979 | 37,359 | 21.2% | $282.96万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $1,951.34万 | 4.03% | 385,564 | -44,655 | -10.4% | -$226.00万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $2,150.88万 | 4.45% | 361,188 | 361,188 | — | $2,150.88万 | 新建仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $2,642.94万 | 5.46% | 561,371 | 72,416 | 14.8% | $340.93万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $3,495.42万 | 7.22% | 766,202 | -16,582 | -2.1% | -$75.65万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3,662.68万 | 7.57% | 571,579 | 40,215 | 7.6% | $257.70万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $5,033.53万 | 10.40% | 507,055 | -6,853 | -1.3% | -$68.03万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $7,740.24万 | 16.00% | 118,495 | 1,871 | 1.6% | $122.22万 | 加仓 |