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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $142.55万 | 0.26% | 5,880 | -700 | -10.6% | -$16.97万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $146.31万 | 0.27% | 1,987 | 34 | 1.7% | $2.50万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $151.41万 | 0.28% | 4,237 | 2 | 0.0% | $715 | 加仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $154.22万 | 0.29% | 27,573 | 3,116 | 12.7% | $17.43万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $164.67万 | 0.31% | 3,800 | -109 | -2.8% | -$4.72万 | 减仓 |
| LLY | ELI LILLY & CO COM | $170.40万 | 0.32% | 1,421 | -83 | -5.5% | -$9.95万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $211.57万 | 0.39% | 8,941 | -1,106 | -11.0% | -$26.17万 | 减仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $225.23万 | 0.42% | 45,055 | 2,815 | 6.7% | $14.07万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $244.88万 | 0.45% | 9,108 | -400 | -4.2% | -$10.75万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $253.90万 | 0.47% | 26,330 | 2,269 | 9.4% | $21.88万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $265.96万 | 0.49% | 3,872 | -99 | -2.5% | -$6.80万 | 减仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $283.27万 | 0.53% | 24,199 | 1,738 | 7.7% | $20.35万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $286.77万 | 0.53% | 7,688 | -111 | -1.4% | -$4.14万 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $329.97万 | 0.61% | 40,186 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $374.15万 | 0.69% | 124,675 | 4 | 0.0% | $120 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $612.17万 | 1.14% | 37,403 | 2,326 | 6.6% | $38.07万 | 加仓 |
| AAPL | APPLE INC COM | $634.81万 | 1.18% | 21,938 | -102 | -0.5% | -$2.95万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $670.39万 | 1.24% | 129,469 | 2,969 | 2.3% | $15.37万 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $679.27万 | 1.26% | 143,276 | 2,628 | 1.9% | $12.46万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $765.41万 | 1.42% | 79,350 | 2,760 | 3.6% | $26.62万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $809.09万 | 1.50% | 78,697 | 5,548 | 7.6% | $57.04万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $921.47万 | 1.71% | 26,878 | -140 | -0.5% | -$4.80万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,076.05万 | 2.00% | 72,554 | 636 | 0.9% | $9.43万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $1,088.16万 | 2.02% | 76,421 | 3,941 | 5.4% | $56.12万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,090.61万 | 2.02% | 141,435 | 3,176 | 2.3% | $24.49万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1,444.37万 | 2.68% | 143,476 | 501 | 0.4% | $5.04万 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $1,591.73万 | 2.95% | 144,244 | 3,782 | 2.7% | $41.73万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $1,725.61万 | 3.20% | 91,744 | 561 | 0.6% | $10.55万 | 加仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $1,817.83万 | 3.37% | 433,747 | 16,837 | 4.0% | $70.56万 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $1,868.83万 | 3.47% | 226,552 | 12,573 | 5.9% | $103.71万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $2,006.18万 | 3.72% | 396,714 | 11,150 | 2.9% | $56.39万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $2,388.31万 | 4.43% | 404,935 | 43,747 | 12.1% | $258.02万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $2,817.55万 | 5.22% | 600,244 | 38,873 | 6.9% | $182.47万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $3,648.11万 | 6.76% | 801,959 | 35,757 | 4.7% | $162.66万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4,137.09万 | 7.67% | 580,644 | 9,065 | 1.6% | $64.59万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $5,340.89万 | 9.90% | 539,593 | 32,538 | 6.4% | $322.06万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $9,130.91万 | 16.93% | 121,926 | 3,431 | 2.9% | $256.94万 | 加仓 |