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 |
|---|---|---|---|---|---|---|---|---|
| OUNZ | VANECK MERK GOLD ETF | $0 | 0.00% | 0 | -4,285 | -100.0% | -$19.30万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -841 | -100.0% | -$14.27万 | 清仓 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $0 | 0.00% | 0 | -2,644 | -100.0% | -$10.81万 | 清仓 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $0 | 0.00% | 0 | -1,630 | -100.0% | -$8.31万 | 清仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $0 | 0.00% | 0 | -644 | -100.0% | -$6.01万 | 清仓 |
| REET | ISHARES GLOBAL REIT ETF | $0 | 0.00% | 0 | -1,317 | -100.0% | -$3.31万 | 清仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $0 | 0.00% | 0 | -240 | -100.0% | -$2.62万 | 清仓 |
| NFG | NATIONAL FUEL GAS CO COM | $0 | 0.00% | 0 | -263 | -100.0% | -$2.47万 | 清仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $0 | 0.00% | 0 | -145 | -100.0% | -$1.54万 | 清仓 |
| — | MFS HIGH INCOME MUN TR SH BEN INT | $0 | 0.00% | 0 | -2,517 | -100.0% | -$9,338 | 清仓 |
| PYPL | PAYPAL HLDGS INC COM | $0 | 0.00% | 0 | -206 | -100.0% | -$9,317 | 清仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $0 | 0.00% | 0 | -38 | -100.0% | -$5,700 | 清仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $0 | 0.00% | 0 | -55 | -100.0% | -$3,390 | 清仓 |
| — | MFS HIGH YIELD MUN TR SH BEN INT | $0 | 0.00% | 0 | -844 | -100.0% | -$3,022 | 清仓 |
| NOW | SERVICENOW INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$2,614 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -36 | -100.0% | -$2,259 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $0 | 0.00% | 0 | -3 | -100.0% | -$2,047 | 清仓 |
| IQV | IQVIA HLDGS INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$1,705 | 清仓 |
| AXON | AXON ENTERPRISE INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$1,699 | 清仓 |
| HCA | HCA HEALTHCARE INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$1,420 | 清仓 |
| DLB | DOLBY LABORATORIES INC COM CL A | $0 | 0.00% | 0 | -18 | -100.0% | -$1,081 | 清仓 |
| CAH | CARDINAL HEALTH INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$845 | 清仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$481 | 清仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -5 | -100.0% | -$477 | 清仓 |
| RSG | REPUBLIC SVCS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$438 | 清仓 |
| VTR | VENTAS INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$409 | 清仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $0 | 0.00% | 0 | -8 | -100.0% | -$376 | 清仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -7 | -100.0% | -$373 | 清仓 |
| WT | WISDOMTREE INC COM | $34 | 0.00% | 2 | 2 | — | $34 | 新建仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $36 | 0.00% | 0 | 0 | — | -$36 | 清仓 |
| BGRN | ISHARES TRUST ISHARES USD GREEN BOND ETF | $42 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WWW | WOLVERINE WORLD WIDE INC COM | $50 | 0.00% | 3 | 3 | — | $50 | 新建仓 |
| CNDT | CONDUENT INC COM | $58 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. COM | $76 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $77 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $91 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EXTR | EXTREME NETWORKS INC COM | $97 | 0.00% | 3 | 3 | — | $97 | 新建仓 |
| RKLB | ROCKET LAB CORP COM | $102 | 0.00% | 1 | 1 | — | $102 | 新建仓 |
| INSM | INSMED INC COM PAR $.01 | $107 | 0.00% | 1 | 1 | — | $107 | 新建仓 |
| SJM | SMUCKER J M CO COM NEW | $113 | 0.00% | 1 | -15 | -93.8% | -$1,695 | 减仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $124 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC COM | $151 | 0.00% | 2 | 2 | — | $151 | 新建仓 |
| CMS | CMS ENERGY CORP COM | $153 | 0.00% | 2 | 2 | — | $153 | 新建仓 |
| MP | MP MATERIALS CORP COM CL A | $168 | 0.00% | 3 | 3 | — | $168 | 新建仓 |
| TMUS | T-MOBILE US INC COM | $168 | 0.00% | 1 | -6 | -85.7% | -$1,008 | 重新持有 |
| PARR | PAR PAC HOLDINGS INC COM NEW | $168 | 0.00% | 3 | 3 | — | $168 | 新建仓 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $175 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AESI | ATLAS ENERGY SOLUTIONS INC COM NEW | $216 | 0.00% | 13 | 13 | — | $216 | 新建仓 |
| CGNX | COGNEX CORP COM | $217 | 0.00% | 3 | 3 | — | $217 | 新建仓 |
| AEE | AMEREN CORP COM | $226 | 0.00% | 2 | 2 | — | $226 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $234 | 0.00% | 2 | 2 | — | $234 | 新建仓 |
| VSAT | VIASAT INC COM | $269 | 0.00% | 3 | 3 | — | $269 | 新建仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $270 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC COM | $271 | 0.00% | 1 | 1 | — | $271 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $272 | 0.00% | 1 | 1 | — | $272 | 新建仓 |
| BMI | BADGER METER INC COM | $297 | 0.00% | 2 | 2 | — | $297 | 新建仓 |
| PLXS | PLEXUS CORP COM | $301 | 0.00% | 1 | 1 | — | $301 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $310 | 0.00% | 12 | 12 | — | $310 | 新建仓 |
| SMTC | SEMTECH CORP COM | $324 | 0.00% | 2 | 2 | — | $324 | 新建仓 |
| RXO | RXO INC COMMON STOCK | $331 | 0.00% | 12 | 12 | — | $331 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC COM | $332 | 0.00% | 5 | 5 | — | $332 | 新建仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $351 | 0.00% | 12 | 12 | — | $351 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $384 | 0.00% | 5 | 5 | — | $384 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $388 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO RLTY CORP COM | $389 | 0.00% | 6 | 6 | — | $389 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP COM | $396 | 0.00% | 4 | 4 | — | $396 | 新建仓 |
| KRMN | KARMAN HLDGS INC COMMON STOCK | $399 | 0.00% | 8 | 8 | — | $399 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $406 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC COM | $410 | 0.00% | 2 | -5 | -71.4% | -$1,025 | 减仓 |
| STE | STERIS PLC SHS USD | $421 | 0.00% | 2 | 2 | — | $421 | 新建仓 |
| CDW | CDW CORP COM | $422 | 0.00% | 3 | 3 | — | $422 | 新建仓 |
| CVLT | COMMVAULT SYS INC COM | $425 | 0.00% | 3 | 3 | — | $425 | 新建仓 |
| HWKN | HAWKINS INC COM | $426 | 0.00% | 3 | 3 | — | $426 | 新建仓 |
| PRU | PRUDENTIAL FINL INC COM | $432 | 0.00% | 4 | -14 | -77.8% | -$1,512 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $443 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC COM | $450 | 0.00% | 9 | 9 | — | $450 | 新建仓 |
| PJT | PJT PARTNERS INC COM CL A | $453 | 0.00% | 3 | 3 | — | $453 | 新建仓 |
| IOT | SAMSARA INC COM CL A | $454 | 0.00% | 14 | 14 | — | $454 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC COM CL A | $466 | 0.00% | 26 | 26 | — | $466 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $471 | 0.00% | 3 | 3 | — | $471 | 新建仓 |
| YUM | YUM BRANDS INC COM | $480 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $483 | 0.00% | 6 | 6 | — | $483 | 新建仓 |
| AVY | AVERY DENNISON CORP COM | $487 | 0.00% | 3 | 3 | — | $487 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $492 | 0.00% | 2 | -36 | -94.7% | -$8,856 | 减仓 |
| BOOT | BOOT BARN HLDGS INC COM | $493 | 0.00% | 3 | 3 | — | $493 | 新建仓 |
| MO | ALTRIA GROUP INC COM | $504 | 0.00% | 7 | 7 | — | $504 | 新建仓 |
| RRC | RANGE RES CORP COM | $521 | 0.00% | 14 | 14 | — | $521 | 新建仓 |
| OKE | ONEOK INC NEW COM | $522 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC COM | $530 | 0.00% | 2 | 2 | — | $530 | 新建仓 |
| MEDP | MEDPACE HLDGS INC COM | $530 | 0.00% | 1 | 1 | — | $530 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $534 | 0.00% | 9 | 9 | — | $534 | 新建仓 |
| TRGP | TARGA RES CORP COM | $536 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC COM | $566 | 0.00% | 2 | -1 | -33.3% | -$283 | 重新持有 |
| UMBF | UMB FINL CORP COM | $571 | 0.00% | 4 | 4 | — | $571 | 新建仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $572 | 0.00% | 20 | 20 | — | $572 | 新建仓 |
| ETR | ENTERGY CORP NEW COM | $574 | 0.00% | 5 | 5 | — | $574 | 新建仓 |
| AFL | AFLAC INC COM | $586 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG ORD SHS | $604 | 0.00% | 9 | 9 | — | $604 | 新建仓 |
| BDX | BECTON DICKINSON & CO COM | $605 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $617 | 0.00% | 1 | 1 | — | $617 | 新建仓 |