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 |
|---|---|---|---|---|---|---|---|---|
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $10.00万 | 0.02% | 4,002 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $10.11万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $10.26万 | 0.02% | 252 | 71 | 39.2% | $2.89万 | 加仓 |
| GEV | GE VERNOVA INC COM | $10.32万 | 0.02% | 88 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $10.41万 | 0.02% | 727 | 2 | 0.3% | $286 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $10.47万 | 0.02% | 1,325 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $10.49万 | 0.02% | 417 | 9 | 2.2% | $2,265 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $10.90万 | 0.02% | 214 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $11.19万 | 0.02% | 3,499 | 31 | 0.9% | $991 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $11.55万 | 0.02% | 526 | -618 | -54.0% | -$13.57万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $11.58万 | 0.02% | 847 | 847 | — | $11.58万 | 新建仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED COM | $11.60万 | 0.02% | 4,107 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $12.19万 | 0.02% | 825 | -48 | -5.5% | -$7,091 | 减仓 |
| ETN | EATON CORP PLC SHS | $12.61万 | 0.02% | 296 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $12.62万 | 0.02% | 199 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $12.86万 | 0.02% | 1,018 | 6 | 0.6% | $758 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $13.14万 | 0.02% | 542 | -26 | -4.6% | -$6,303 | 减仓 |
| DNP | DNP SELECT INCOME FD INC COM | $13.77万 | 0.03% | 12,765 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $13.93万 | 0.03% | 198 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $14.06万 | 0.03% | 397 | 44 | 12.5% | $1.56万 | 加仓 |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | $14.41万 | 0.03% | 3,600 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $14.49万 | 0.03% | 638 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $14.67万 | 0.03% | 2,901 | -2,133 | -42.4% | -$10.79万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $14.84万 | 0.03% | 666 | 1 | 0.2% | $223 | 加仓 |
| CSCO | CISCO SYS INC COM | $14.86万 | 0.03% | 1,265 | 12 | 1.0% | $1,410 | 加仓 |
| AA | ALCOA CORP COM | $15.64万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $15.80万 | 0.03% | 1,167 | 2 | 0.2% | $271 | 加仓 |
| TJX | TJX COS INC NEW COM | $15.90万 | 0.03% | 1,049 | 3 | 0.3% | $455 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $16.54万 | 0.03% | 398 | 10 | 2.6% | $4,156 | 加仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $16.56万 | 0.03% | 2,626 | -98 | -3.6% | -$6,179 | 减仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $16.61万 | 0.03% | 1,414 | 1,308 | 1,234.0% | $15.36万 | 加仓 |
| XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $16.72万 | 0.03% | 3,206 | 2 | 0.1% | $104 | 加仓 |
| GE | GE AEROSPACE COM NEW | $16.83万 | 0.03% | 450 | 11 | 2.5% | $4,114 | 加仓 |
| MCD | MCDONALDS CORP COM | $17.03万 | 0.03% | 630 | -24 | -3.7% | -$6,487 | 减仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $17.15万 | 0.03% | 3,471 | -2,828 | -44.9% | -$13.97万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $17.96万 | 0.03% | 531 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $18.06万 | 0.03% | 2,399 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $18.08万 | 0.03% | 1,233 | 6 | 0.5% | $880 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $18.87万 | 0.03% | 10,217 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $19.04万 | 0.04% | 1,600 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $19.64万 | 0.04% | 2,417 | 12 | 0.5% | $975 | 加仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $19.69万 | 0.04% | 2,017 | -27 | -1.3% | -$2,636 | 减仓 |
| EMNT | PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND | $19.81万 | 0.04% | 2,002 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $20.03万 | 0.04% | 927 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $20.71万 | 0.04% | 1,668 | -1,044 | -38.5% | -$12.96万 | 减仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $21.42万 | 0.04% | 750 | -172 | -18.7% | -$4.91万 | 减仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $21.85万 | 0.04% | 9,544 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES INC COM | $22.04万 | 0.04% | 9,912 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $22.36万 | 0.04% | 795 | -8 | -1.0% | -$2,250 | 减仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $22.36万 | 0.04% | 1,860 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA COM | $22.41万 | 0.04% | 1,083 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $22.44万 | 0.04% | 3,280 | 3 | 0.1% | $205 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $22.48万 | 0.04% | 3,766 | 319 | 9.3% | $1.90万 | 加仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $23.80万 | 0.04% | 2,891 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $24.67万 | 0.05% | 11,028 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $25.42万 | 0.05% | 2,632 | -2,690 | -50.5% | -$25.98万 | 减仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $25.49万 | 0.05% | 898 | -173 | -16.2% | -$4.91万 | 减仓 |
| HD | HOME DEPOT INC COM | $26.17万 | 0.05% | 742 | 1 | 0.1% | $353 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $28.77万 | 0.05% | 3,796 | -500 | -11.6% | -$3.79万 | 减仓 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $28.82万 | 0.05% | 12,252 | 24 | 0.2% | $564 | 加仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $28.97万 | 0.05% | 4,465 | 14 | 0.3% | $908 | 加仓 |
| TSLA | TESLA INC COM | $29.69万 | 0.06% | 706 | 56 | 8.6% | $2.36万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $30.55万 | 0.06% | 1,203 | -23 | -1.9% | -$5,841 | 减仓 |
| AMGN | AMGEN INC COM | $31.08万 | 0.06% | 858 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $31.37万 | 0.06% | 5,104 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC CL A | $33.36万 | 0.06% | 3,440 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $34.06万 | 0.06% | 1,521 | -64 | -4.0% | -$1.43万 | 减仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $34.13万 | 0.06% | 8,470 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $36.02万 | 0.07% | 2,619 | -145 | -5.2% | -$1.99万 | 减仓 |
| INTC | INTEL CORP COM | $36.14万 | 0.07% | 2,588 | 86 | 3.4% | $1.20万 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $37.38万 | 0.07% | 7,391 | 308 | 4.3% | $1.56万 | 加仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $37.92万 | 0.07% | 6,800 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $39.05万 | 0.07% | 2,058 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $39.73万 | 0.07% | 4,464 | -580 | -11.5% | -$5.16万 | 减仓 |
| V | VISA INC COM CL A | $42.17万 | 0.08% | 1,229 | -27 | -2.1% | -$9,263 | 减仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $42.32万 | 0.08% | 5,478 | -1,063 | -16.3% | -$8.21万 | 减仓 |
| AVGO | BROADCOM INC COM | $43.55万 | 0.08% | 1,153 | 10 | 0.9% | $3,778 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $44.20万 | 0.08% | 1,251 | 8 | 0.6% | $2,827 | 加仓 |
| META | META PLATFORMS INC CL A | $44.33万 | 0.08% | 787 | -108 | -12.1% | -$6.08万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $49.00万 | 0.09% | 1,616 | -23 | -1.4% | -$6,973 | 减仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $52.99万 | 0.10% | 4,811 | 169 | 3.6% | $1.86万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $54.35万 | 0.10% | 1,084 | -19 | -1.7% | -$9,526 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $56.69万 | 0.11% | 10,036 | -176 | -1.7% | -$9,941 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $59.51万 | 0.11% | 14,055 | -288 | -2.0% | -$1.22万 | 减仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $61.47万 | 0.11% | 7,008 | -764 | -9.8% | -$6.70万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $62.52万 | 0.12% | 2,081 | -11 | -0.5% | -$3,305 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $65.40万 | 0.12% | 4,184 | -344 | -7.6% | -$5.38万 | 减仓 |
| FIW | FIRST TRUST WATER ETF | $65.91万 | 0.12% | 6,018 | 9 | 0.1% | $986 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $65.92万 | 0.12% | 6,346 | 82 | 1.3% | $8,518 | 加仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $69.25万 | 0.13% | 11,853 | 503 | 4.4% | $2.94万 | 加仓 |
| JUST | GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | $77.12万 | 0.14% | 7,228 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $84.75万 | 0.16% | 906 | -6 | -0.7% | -$5,613 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $99.10万 | 0.18% | 1,327 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $107.30万 | 0.20% | 3,278 | -96 | -2.8% | -$3.14万 | 减仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $112.77万 | 0.21% | 20,620 | 2,048 | 11.0% | $11.20万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $115.49万 | 0.21% | 14,334 | 2,078 | 17.0% | $16.74万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $120.47万 | 0.22% | 6,021 | 17 | 0.3% | $3,402 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $131.03万 | 0.24% | 21,733 | -5,894 | -21.3% | -$35.54万 | 减仓 |
| AMZN | AMAZON COM INC COM | $131.59万 | 0.24% | 5,521 | -27 | -0.5% | -$6,435 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $138.71万 | 0.26% | 2,772 | -250 | -8.3% | -$12.51万 | 减仓 |