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 |
|---|---|---|---|---|---|---|---|---|
| KR | KROGER CO COM | $4.37万 | 0.01% | 604 | -394 | -39.5% | -$2.85万 | 减仓 |
| DHI | D R HORTON INC COM | $4.28万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $4.21万 | 0.01% | 222 | 194 | 692.9% | $3.68万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $4.13万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $4.07万 | 0.01% | 1,419 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $4.00万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $3.99万 | 0.01% | 355 | -71 | -16.7% | -$7,971 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $3.95万 | 0.01% | 406 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $3.93万 | 0.01% | 1,008 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $3.91万 | 0.01% | 545 | 3 | 0.6% | $215 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $3.69万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $3.64万 | 0.01% | 406 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $3.63万 | 0.01% | 745 | 17 | 2.3% | $829 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $3.59万 | 0.01% | 575 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC COM | $3.59万 | 0.01% | 207 | -3 | -1.4% | -$520 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $3.59万 | 0.01% | 228 | 2 | 0.9% | $315 | 加仓 |
| MCK | MCKESSON CORP COM | $3.55万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $3.51万 | 0.01% | 691 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $3.42万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $3.41万 | 0.01% | 753 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $3.40万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| REET | ISHARES GLOBAL REIT ETF | $3.31万 | 0.01% | 1,317 | 1,317 | — | $3.31万 | 新建仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $3.18万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $3.16万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $3.14万 | 0.01% | 145 | 5 | 3.6% | $1,083 | 加仓 |
| DTE | DTE ENERGY CO COM | $3.13万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $3.10万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $3.03万 | 0.01% | 94 | -1 | -1.1% | -$323 | 减仓 |
| WFC | WELLS FARGO & CO COM | $3.02万 | 0.01% | 379 | -38 | -9.1% | -$3,025 | 减仓 |
| SYY | SYSCO CORP COM | $2.99万 | 0.01% | 419 | 5 | 1.2% | $357 | 加仓 |
| CSX | CSX CORP COM | $2.95万 | 0.01% | 718 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $2.93万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | $2.79万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $2.62万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $2.60万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $2.57万 | 0.01% | 88 | -2 | -2.2% | -$583 | 减仓 |
| PRF | INVESCO RAFI US 1000 ETF | $2.53万 | 0.01% | 532 | 2 | 0.4% | $95 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $2.51万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM AAA CLO ETF | $2.50万 | 0.01% | 488 | 0 | 0.0% | — | 不变 |
| TBLL | INVESCO SHORT TERM TREASURY ETF | $2.48万 | 0.01% | 235 | -159 | -40.4% | -$1.68万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO COM | $2.47万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $2.38万 | 0.00% | 114 | -5 | -4.2% | -$1,045 | 减仓 |
| GSST | GOLDMAN SACHS ULTRA SHORT BOND ETF | $2.36万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $2.31万 | 0.00% | 327 | 12 | 3.8% | $849 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.29万 | 0.00% | 175 | -1 | -0.6% | -$131 | 减仓 |
| APH | AMPHENOL CORP CL A | $2.27万 | 0.00% | 180 | -16 | -8.2% | -$2,022 | 减仓 |
| DIS | DISNEY WALT CO COM | $2.27万 | 0.00% | 235 | -9 | -3.7% | -$869 | 减仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $2.25万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $2.22万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $2.20万 | 0.00% | 75 | -3 | -3.8% | -$878 | 减仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $2.18万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $2.15万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $2.15万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $2.14万 | 0.00% | 108 | -41 | -27.5% | -$8,130 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $2.12万 | 0.00% | 25 | -4 | -13.8% | -$3,384 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $2.08万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $2.06万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $2.06万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $2.04万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P KENSHO CLEAN POWER ETF | $2.02万 | 0.00% | 224 | -128 | -36.4% | -$1.16万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $2.01万 | 0.00% | 122 | 6 | 5.2% | $987 | 加仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $1.97万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $1.94万 | 0.00% | 80 | -2 | -2.4% | -$485 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.93万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $1.90万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $1.89万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $1.83万 | 0.00% | 1,630 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC COM | $1.82万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.82万 | 0.00% | 65 | -2 | -3.0% | -$558 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $1.80万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $1.79万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER COM | $1.78万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $1.77万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.74万 | 0.00% | 189 | -3 | -1.6% | -$277 | 减仓 |
| LOW | LOWES COS INC COM | $1.70万 | 0.00% | 72 | -3 | -4.0% | -$709 | 减仓 |
| BETA | BETA TECHNOLOGIES INC COM SHS CL A | $1.67万 | 0.00% | 1,135 | 795 | 233.8% | $1.17万 | 加仓 |
| EBAY | EBAY INC. COM | $1.62万 | 0.00% | 178 | 5 | 2.9% | $455 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $1.62万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| LQDH | ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | $1.61万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $1.61万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $1.58万 | 0.00% | 212 | -14 | -6.2% | -$1,043 | 减仓 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $1.57万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $1.54万 | 0.00% | 145 | -164 | -53.1% | -$1.75万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $1.54万 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $1.52万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $1.48万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP COM | $1.46万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $1.44万 | 0.00% | 114 | 14 | 14.0% | $1,772 | 加仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $1.44万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1.44万 | 0.00% | 83 | -2 | -2.4% | -$347 | 减仓 |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | $1.43万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP COM | $1.37万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $1.36万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC CL A | $1.35万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VMO | INVESCO MUN OPPORTUNIT TR COM | $1.34万 | 0.00% | 1,411 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $1.30万 | 0.00% | 1,069 | 0 | 0.0% | — | 不变 |
| MYI | BLACKROCK MUNIYIELD QUALITY FD COM | $1.28万 | 0.00% | 1,218 | 1,218 | — | $1.28万 | 新建仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $1.27万 | 0.00% | 1,123 | 1,123 | — | $1.27万 | 新建仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $1.26万 | 0.00% | 106 | 1 | 1.0% | $119 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $1.24万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |