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 |
|---|---|---|---|---|---|---|---|---|
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $18.06万 | 0.03% | 2,399 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $17.96万 | 0.03% | 531 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $17.15万 | 0.03% | 3,471 | -2,828 | -44.9% | -$13.97万 | 减仓 |
| MCD | MCDONALDS CORP COM | $17.03万 | 0.03% | 630 | -24 | -3.7% | -$6,487 | 减仓 |
| GE | GE AEROSPACE COM NEW | $16.83万 | 0.03% | 450 | 11 | 2.5% | $4,114 | 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 |
| 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 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $16.56万 | 0.03% | 2,626 | -98 | -3.6% | -$6,179 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $16.54万 | 0.03% | 398 | 10 | 2.6% | $4,156 | 加仓 |
| TJX | TJX COS INC NEW COM | $15.90万 | 0.03% | 1,049 | 3 | 0.3% | $455 | 加仓 |
| PEP | PEPSICO INC COM | $15.80万 | 0.03% | 1,167 | 2 | 0.2% | $271 | 加仓 |
| AA | ALCOA CORP COM | $15.64万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $14.86万 | 0.03% | 1,265 | 12 | 1.0% | $1,410 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $14.84万 | 0.03% | 666 | 1 | 0.2% | $223 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $14.67万 | 0.03% | 2,901 | -2,133 | -42.4% | -$10.79万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $14.49万 | 0.03% | 638 | 0 | 0.0% | — | 不变 |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | $14.41万 | 0.03% | 3,600 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $14.06万 | 0.03% | 397 | 44 | 12.5% | $1.56万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $13.93万 | 0.03% | 198 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC COM | $13.77万 | 0.03% | 12,765 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $13.14万 | 0.02% | 542 | -26 | -4.6% | -$6,303 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $12.86万 | 0.02% | 1,018 | 6 | 0.6% | $758 | 加仓 |
| DE | DEERE & CO COM | $12.62万 | 0.02% | 199 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $12.61万 | 0.02% | 296 | 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 |
| OSW | ONESPAWORLD HOLDINGS LIMITED COM | $11.60万 | 0.02% | 4,107 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $11.58万 | 0.02% | 847 | 847 | — | $11.58万 | 新建仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $11.55万 | 0.02% | 526 | -618 | -54.0% | -$13.57万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $11.19万 | 0.02% | 3,499 | 31 | 0.9% | $991 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $10.90万 | 0.02% | 214 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $10.49万 | 0.02% | 417 | 9 | 2.2% | $2,265 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $10.47万 | 0.02% | 1,325 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $10.41万 | 0.02% | 727 | 2 | 0.3% | $286 | 加仓 |
| GEV | GE VERNOVA INC COM | $10.32万 | 0.02% | 88 | 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 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $10.11万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $10.00万 | 0.02% | 4,002 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $9.58万 | 0.02% | 654 | -76 | -10.4% | -$1.11万 | 减仓 |
| XYL | XYLEM INC COM | $9.46万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $9.44万 | 0.02% | 1,250 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $9.41万 | 0.02% | 1,795 | 7 | 0.4% | $367 | 加仓 |
| GWW | WW GRAINGER INC COM | $9.39万 | 0.02% | 69 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $9.09万 | 0.02% | 924 | 2 | 0.2% | $197 | 加仓 |
| TBLL | INVESCO SHORT TERM TREASURY ETF | $9.01万 | 0.02% | 853 | 618 | 263.0% | $6.52万 | 加仓 |
| BLK | BLACKROCK INC COM | $8.85万 | 0.02% | 92 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $8.43万 | 0.02% | 1,588 | 422 | 36.2% | $2.24万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $8.39万 | 0.02% | 613 | 2 | 0.3% | $274 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $8.22万 | 0.02% | 688 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC COM | $8.22万 | 0.02% | 207 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL RETURN FD INC COM | $8.13万 | 0.02% | 11,900 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $7.98万 | 0.01% | 788 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $7.93万 | 0.01% | 485 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $7.81万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $7.67万 | 0.01% | 1,284 | 1,284 | — | $7.67万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $7.52万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $7.47万 | 0.01% | 477 | -6 | -1.2% | -$940 | 减仓 |
| C | CITIGROUP INC COM NEW | $7.25万 | 0.01% | 518 | 18 | 3.6% | $2,519 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $7.22万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| OACP | ONEASCENT CORE PLUS BOND ETF | $7.15万 | 0.01% | 3,148 | 3,148 | — | $7.15万 | 新建仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $7.03万 | 0.01% | 839 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $6.98万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $6.94万 | 0.01% | 613 | 11 | 1.8% | $1,246 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP CL C | $6.80万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $6.79万 | 0.01% | 311 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC COM | $6.77万 | 0.01% | 1,766 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $6.57万 | 0.01% | 128 | 2 | 1.6% | $1,027 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $6.46万 | 0.01% | 519 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $6.37万 | 0.01% | 917 | -408 | -30.8% | -$2.84万 | 减仓 |
| IDXX | IDEXX LABS INC COM | $6.32万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| XT | ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | $6.27万 | 0.01% | 759 | -380 | -33.4% | -$3.14万 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $6.23万 | 0.01% | 618 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $6.22万 | 0.01% | 751 | -188 | -20.0% | -$1.56万 | 减仓 |
| MTB | M & T BK CORP COM | $6.02万 | 0.01% | 253 | 2 | 0.8% | $476 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $5.94万 | 0.01% | 810 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $5.73万 | 0.01% | 803 | -15 | -1.8% | -$1,071 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $5.68万 | 0.01% | 210 | -35 | -14.3% | -$9,466 | 减仓 |
| T | AT&T INC COM | $5.65万 | 0.01% | 2,730 | -696 | -20.3% | -$1.44万 | 减仓 |
| MMM | 3M CO COM | $5.54万 | 0.01% | 342 | 1 | 0.3% | $162 | 加仓 |
| MRK | MERCK & CO INC COM | $5.46万 | 0.01% | 425 | -47 | -10.0% | -$6,040 | 减仓 |
| CAT | CATERPILLAR INC COM | $5.43万 | 0.01% | 51 | -30 | -37.0% | -$3.19万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $5.30万 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC COM | $5.26万 | 0.01% | 5,706 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $5.12万 | 0.01% | 495 | -50 | -9.2% | -$5,173 | 减仓 |
| DHI | D R HORTON INC COM | $5.08万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS TOTAL RETURN COM | $4.97万 | 0.01% | 4,394 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $4.94万 | 0.01% | 298 | 5 | 1.7% | $828 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $4.87万 | 0.01% | 510 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $4.80万 | 0.01% | 1,994 | -722 | -26.6% | -$1.74万 | 减仓 |
| AZO | AUTOZONE INC COM | $4.79万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $4.78万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $4.77万 | 0.01% | 526 | 23 | 4.6% | $2,087 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $4.73万 | 0.01% | 431 | -207 | -32.4% | -$2.27万 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $4.69万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $4.65万 | 0.01% | 1,075 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS COM | $4.64万 | 0.01% | 3,190 | 0 | 0.0% | — | 不变 |
| JPIE | JPMORGAN INCOME ETF | $4.61万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $4.58万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $4.53万 | 0.01% | 144 | 4 | 2.9% | $1,259 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $4.48万 | 0.01% | 406 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC COM | $4.46万 | 0.01% | 168 | 2 | 1.2% | $531 | 加仓 |