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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $7,740.24万 | 16.00% | 118,495 | 1,871 | 1.6% | $122.22万 | 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 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3,662.68万 | 7.57% | 571,579 | 40,215 | 7.6% | $257.70万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $3,495.42万 | 7.22% | 766,202 | -16,582 | -2.1% | -$75.65万 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $2,642.94万 | 5.46% | 561,371 | 72,416 | 14.8% | $340.93万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $2,150.88万 | 4.45% | 361,188 | 361,188 | — | $2,150.88万 | 新建仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $1,951.34万 | 4.03% | 385,564 | -44,655 | -10.4% | -$226.00万 | 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 |
| 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 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $1,512.13万 | 3.13% | 416,910 | 19,258 | 4.8% | $69.85万 | 加仓 |
| 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 |
| 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 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $933.66万 | 1.93% | 138,259 | 3,531 | 2.6% | $23.84万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $894.02万 | 1.85% | 71,918 | 2,397 | 3.4% | $29.80万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $878.38万 | 1.82% | 72,480 | -6,749 | -8.5% | -$81.79万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $710.29万 | 1.47% | 76,590 | 52,184 | 213.8% | $483.95万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $699.45万 | 1.45% | 73,149 | 5,493 | 8.1% | $52.52万 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $668.78万 | 1.38% | 140,648 | 6,704 | 5.0% | $31.88万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $648.39万 | 1.34% | 27,018 | -1,490 | -5.2% | -$35.76万 | 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 |
| AAPL | APPLE INC COM | $559.35万 | 1.16% | 22,040 | -458 | -2.0% | -$11.62万 | 减仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $496.06万 | 1.03% | 35,077 | 2,566 | 7.9% | $36.29万 | 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 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $331.82万 | 0.69% | 40,186 | 15,664 | 63.9% | $129.34万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $288.68万 | 0.60% | 7,799 | -294 | -3.6% | -$10.88万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $237.27万 | 0.49% | 3,971 | 1 | 0.0% | $598 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $219.12万 | 0.45% | 9,508 | -500 | -5.0% | -$11.52万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $216.08万 | 0.45% | 10,047 | -30,297 | -75.1% | -$651.59万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $213.42万 | 0.44% | 24,061 | 24,061 | — | $213.42万 | 新建仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $204.26万 | 0.42% | 22,461 | -3,479 | -13.4% | -$31.64万 | 减仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $192.19万 | 0.40% | 42,240 | 34 | 0.1% | $1,547 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $152.61万 | 0.32% | 27,627 | -4,019 | -12.7% | -$22.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $144.81万 | 0.30% | 3,022 | -54 | -1.8% | -$2.59万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $140.59万 | 0.29% | 6,580 | 700 | 11.9% | $14.96万 | 加仓 |
| LLY | ELI LILLY & CO COM | $138.30万 | 0.29% | 1,504 | -27 | -1.8% | -$2.48万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $121.78万 | 0.25% | 4,235 | 3 | 0.1% | $863 | 加仓 |
| AMZN | AMAZON COM INC COM | $115.55万 | 0.24% | 5,548 | -130 | -2.3% | -$2.71万 | 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 |
| QQQ | INVESCO QQQ TRUST SERIES I | $112.71万 | 0.23% | 1,953 | -334 | -14.6% | -$19.28万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $104.71万 | 0.22% | 6,004 | -28 | -0.5% | -$4,883 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $99.25万 | 0.21% | 3,374 | -207 | -5.8% | -$6.09万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $90.87万 | 0.19% | 912 | -18 | -1.9% | -$1.79万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $87.98万 | 0.18% | 3,064 | -197 | -6.0% | -$5.66万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $86.30万 | 0.18% | 1,327 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $84.45万 | 0.17% | 18,572 | -2,157 | -10.4% | -$9.81万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $83.52万 | 0.17% | 3,909 | -295 | -7.0% | -$6.30万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $72.00万 | 0.15% | 14,343 | 1,349 | 10.4% | $6.77万 | 加仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $71.01万 | 0.15% | 7,772 | -349 | -4.3% | -$3.19万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $68.56万 | 0.14% | 4,528 | 6 | 0.1% | $908 | 加仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $67.04万 | 0.14% | 11,350 | -6,496 | -36.4% | -$38.37万 | 减仓 |
| JUST | GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | $66.86万 | 0.14% | 7,228 | 1,039 | 16.8% | $9.61万 | 加仓 |
| FIW | FIRST TRUST WATER ETF | $61.97万 | 0.13% | 6,009 | -5,465 | -47.6% | -$56.36万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $60.84万 | 0.13% | 6,264 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $57.88万 | 0.12% | 10,212 | 21 | 0.2% | $1,190 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $54.22万 | 0.11% | 1,103 | 4 | 0.4% | $1,966 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $51.88万 | 0.11% | 2,092 | -75 | -3.5% | -$1.86万 | 减仓 |
| META | META PLATFORMS INC CL A | $51.21万 | 0.11% | 895 | -2 | -0.2% | -$1,144 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $48.18万 | 0.10% | 5,322 | 2,687 | 102.0% | $24.33万 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $47.46万 | 0.10% | 4,642 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $46.03万 | 0.10% | 6,541 | 5 | 0.1% | $352 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $42.94万 | 0.09% | 1,639 | -32 | -1.9% | -$8,383 | 减仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $42.15万 | 0.09% | 5,044 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $39.71万 | 0.08% | 2,058 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $37.96万 | 0.08% | 1,256 | -281 | -18.3% | -$8.49万 | 减仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $35.85万 | 0.07% | 7,083 | -244 | -3.3% | -$1.24万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $35.66万 | 0.07% | 1,243 | 4 | 0.3% | $1,147 | 加仓 |
| AVGO | BROADCOM INC COM | $35.38万 | 0.07% | 1,143 | -5 | -0.4% | -$1,548 | 减仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $34.00万 | 0.07% | 8,470 | -160 | -1.9% | -$6,422 | 减仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $33.61万 | 0.07% | 6,299 | -66 | -1.0% | -$3,521 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $32.20万 | 0.07% | 1,585 | 5 | 0.3% | $1,016 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $31.26万 | 0.06% | 2,764 | 145 | 5.5% | $1.64万 | 加仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $31.19万 | 0.06% | 6,800 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $30.20万 | 0.06% | 858 | -27 | -3.1% | -$9,503 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $30.15万 | 0.06% | 4,296 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $29.97万 | 0.06% | 1,226 | 91 | 8.0% | $2.22万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $28.91万 | 0.06% | 678 | 279 | 69.9% | $11.90万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $28.34万 | 0.06% | 5,104 | 1,129 | 28.4% | $6.27万 | 加仓 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $28.10万 | 0.06% | 12,228 | 22 | 0.2% | $506 | 加仓 |
| CWST | CASELLA WASTE SYS INC CL A | $27.29万 | 0.06% | 3,440 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $27.21万 | 0.06% | 1,071 | -50 | -4.5% | -$1.27万 | 减仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $26.17万 | 0.05% | 4,451 | 13 | 0.3% | $764 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $25.11万 | 0.05% | 5,034 | -198 | -3.8% | -$9,878 | 减仓 |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $24.73万 | 0.05% | 11,028 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $24.37万 | 0.05% | 741 | -2 | -0.3% | -$658 | 减仓 |
| TSLA | TESLA INC COM | $24.16万 | 0.05% | 650 | 1 | 0.2% | $372 | 加仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $22.23万 | 0.05% | 1,860 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $21.95万 | 0.05% | 1,144 | 600 | 110.3% | $11.51万 | 加仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $21.87万 | 0.05% | 9,544 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $20.74万 | 0.04% | 2,891 | 1,028 | 55.2% | $7.37万 | 加仓 |
| MCD | MCDONALDS CORP COM | $20.33万 | 0.04% | 654 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP COM | $19.90万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| EMNT | PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND | $19.80万 | 0.04% | 2,002 | -53 | -2.6% | -$5,242 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $19.47万 | 0.04% | 803 | -38 | -4.5% | -$9,212 | 减仓 |
| EBC | EASTERN BANKSHARES INC COM | $19.39万 | 0.04% | 9,912 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $19.30万 | 0.04% | 4,285 | 4,285 | — | $19.30万 | 新建仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $19.18万 | 0.04% | 922 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $18.63万 | 0.04% | 3,447 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $18.61万 | 0.04% | 3,277 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $18.29万 | 0.04% | 2,405 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $18.09万 | 0.04% | 1,165 | 0 | 0.0% | — | 不变 |