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 |
|---|---|---|---|---|---|---|---|---|
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $18.09万 | 0.04% | 2,044 | 145 | 7.6% | $1.28万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $17.72万 | 0.04% | 1,227 | -2 | -0.2% | -$289 | 减仓 |
| RY | ROYAL BK CDA COM | $17.52万 | 0.04% | 1,083 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $16.99万 | 0.04% | 927 | 2 | 0.2% | $367 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $16.96万 | 0.04% | 10,217 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $16.71万 | 0.03% | 1,046 | -2 | -0.2% | -$319 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $16.06万 | 0.03% | 531 | -2 | -0.4% | -$605 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $15.67万 | 0.03% | 1,600 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $15.58万 | 0.03% | 2,724 | -37 | -1.3% | -$2,117 | 减仓 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $15.53万 | 0.03% | 2,399 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $15.28万 | 0.03% | 665 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $14.54万 | 0.03% | 3,204 | -154 | -4.6% | -$6,987 | 减仓 |
| — | EXXON MOBIL CORP COM | $14.27万 | 0.03% | 841 | 6 | 0.7% | $1,018 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $14.10万 | 0.03% | 1,012 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $13.47万 | 0.03% | 638 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC COM | $13.15万 | 0.03% | 12,765 | 0 | 0.0% | — | 不变 |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | $13.00万 | 0.03% | 3,600 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $12.93万 | 0.03% | 214 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $12.47万 | 0.03% | 439 | -6 | -1.3% | -$1,704 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $12.43万 | 0.03% | 568 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $12.21万 | 0.03% | 198 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $12.12万 | 0.03% | 353 | -2 | -0.6% | -$686 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $11.63万 | 0.02% | 3,468 | 31 | 0.9% | $1,040 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $11.57万 | 0.02% | 873 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $11.21万 | 0.02% | 199 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $11.04万 | 0.02% | 2,502 | -10 | -0.4% | -$441 | 减仓 |
| IAU | ISHARES GOLD TRUST | $11.02万 | 0.02% | 1,250 | 0 | 0.0% | — | 不变 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $10.81万 | 0.02% | 2,644 | 2,644 | — | $10.81万 | 新建仓 |
| ORCL | ORACLE CORP COM | $10.74万 | 0.02% | 730 | -18 | -2.4% | -$2,648 | 减仓 |
| ETN | EATON CORP PLC SHS | $10.59万 | 0.02% | 296 | 1 | 0.3% | $358 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $10.50万 | 0.02% | 1,325 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $10.50万 | 0.02% | 388 | -162 | -29.5% | -$4.38万 | 减仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $10.03万 | 0.02% | 4,002 | -256 | -6.0% | -$6,417 | 减仓 |
| T | AT&T INC COM | $9.93万 | 0.02% | 3,426 | 988 | 40.5% | $2.86万 | 加仓 |
| CSCO | CISCO SYS INC COM | $9.72万 | 0.02% | 1,253 | -2 | -0.2% | -$155 | 减仓 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $9.69万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $9.56万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $9.50万 | 0.02% | 725 | -10 | -1.4% | -$1,310 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $9.45万 | 0.02% | 265 | 265 | — | $9.45万 | 新建仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED COM | $9.43万 | 0.02% | 4,107 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $9.40万 | 0.02% | 1,788 | -261 | -12.7% | -$1.37万 | 减仓 |
| CRM | SALESFORCE INC COM | $9.02万 | 0.02% | 483 | -35 | -6.8% | -$6,533 | 减仓 |
| ABBV | ABBVIE INC COM | $8.87万 | 0.02% | 408 | -8 | -1.9% | -$1,740 | 减仓 |
| BLK | BLACKROCK INC COM | $8.85万 | 0.02% | 92 | 4 | 4.5% | $3,847 | 加仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $8.53万 | 0.02% | 1,325 | 107 | 8.8% | $6,886 | 加仓 |
| PAYX | PAYCHEX INC COM | $8.49万 | 0.02% | 922 | 3 | 0.3% | $276 | 加仓 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $8.31万 | 0.02% | 1,630 | 1,630 | — | $8.31万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $8.01万 | 0.02% | 611 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL RETURN FD INC COM | $7.88万 | 0.02% | 11,900 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $7.87万 | 0.02% | 818 | 11 | 1.4% | $1,058 | 加仓 |
| XT | ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | $7.76万 | 0.02% | 1,139 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC COM | $7.71万 | 0.02% | 341 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $7.70万 | 0.02% | 181 | 3 | 1.7% | $1,276 | 加仓 |
| GEV | GE VERNOVA INC COM | $7.67万 | 0.02% | 88 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $7.63万 | 0.02% | 2,716 | -152 | -5.3% | -$4,268 | 减仓 |
| GWW | WW GRAINGER INC COM | $7.53万 | 0.02% | 69 | -55 | -44.4% | -$6.00万 | 减仓 |
| WMT | WALMART INC COM | $7.48万 | 0.02% | 602 | 9 | 1.5% | $1,119 | 加仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $7.34万 | 0.02% | 788 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $7.14万 | 0.01% | 1,166 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC COM | $7.11万 | 0.01% | 1,766 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $7.03万 | 0.01% | 485 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $6.75万 | 0.01% | 253 | 3 | 1.2% | $801 | 加仓 |
| IDXX | IDEXX LABS INC COM | $6.74万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $6.55万 | 0.01% | 939 | 329 | 53.9% | $2.29万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $6.38万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $6.30万 | 0.01% | 839 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $6.30万 | 0.01% | 126 | -3 | -2.3% | -$1,499 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $6.26万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $6.22万 | 0.01% | 618 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $6.17万 | 0.01% | 311 | -121 | -28.0% | -$2.40万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $6.15万 | 0.01% | 638 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $6.06万 | 0.01% | 293 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT COM NEW | $6.01万 | 0.01% | 644 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $6.00万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $5.78万 | 0.01% | 519 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $5.74万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $5.68万 | 0.01% | 472 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $5.67万 | 0.01% | 500 | -22 | -4.2% | -$2,495 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $5.30万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $5.24万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $5.20万 | 0.01% | 251 | 1 | 0.4% | $207 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $5.16万 | 0.01% | 503 | -80 | -13.7% | -$8,214 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC COM | $5.13万 | 0.01% | 5,706 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $5.07万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| AGM | FEDERAL AGRIC MTG CORP CL C | $5.06万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $4.97万 | 0.01% | 1,075 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $4.95万 | 0.01% | 341 | -168 | -33.0% | -$2.44万 | 减仓 |
| — | COHEN & STEERS TOTAL RETURN COM | $4.89万 | 0.01% | 4,394 | -1,256 | -22.2% | -$1.40万 | 减仓 |
| EFX | EQUIFAX INC COM | $4.79万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $4.74万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $4.68万 | 0.01% | 143 | 3 | 2.1% | $981 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $4.61万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $4.60万 | 0.01% | 140 | -4 | -2.8% | -$1,314 | 减仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $4.58万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $4.56万 | 0.01% | 810 | 8 | 1.0% | $450 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $4.44万 | 0.01% | 478 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $4.42万 | 0.01% | 1,985 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $4.42万 | 0.01% | 510 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $4.41万 | 0.01% | 1,035 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS COM | $4.40万 | 0.01% | 3,190 | 0 | 0.0% | — | 不变 |