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 |
|---|---|---|---|---|---|---|---|---|
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $4.39万 | 0.01% | 1,985 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $4.29万 | 0.01% | 1,035 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC COM | $4.22万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $4.21万 | 0.01% | 480 | 2 | 0.4% | $176 | 加仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $4.20万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $4.17万 | 0.01% | 731 | -14 | -1.9% | -$798 | 减仓 |
| SBUX | STARBUCKS CORP COM | $4.15万 | 0.01% | 406 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $4.02万 | 0.01% | 575 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $3.98万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $3.56万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $3.54万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $3.46万 | 0.01% | 414 | -5 | -1.2% | -$418 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $3.45万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $3.45万 | 0.01% | 417 | 38 | 10.0% | $3,140 | 加仓 |
| HON | HONEYWELL INTL INC COM | $3.43万 | 0.01% | 153 | -188 | -55.1% | -$4.21万 | 减仓 |
| HAL | HALLIBURTON CO COM | $3.42万 | 0.01% | 1,008 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $3.41万 | 0.01% | 1,388 | -31 | -2.2% | -$761 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $3.38万 | 0.01% | 153 | 153 | — | $3.38万 | 新建仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $3.36万 | 0.01% | 691 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $3.33万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $3.32万 | 0.01% | 598 | -6 | -1.0% | -$333 | 减仓 |
| DTE | DTE ENERGY CO COM | $3.26万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $3.21万 | 0.01% | 189 | 75 | 65.8% | $1.27万 | 加仓 |
| APH | AMPHENOL CORP CL A | $3.19万 | 0.01% | 181 | 1 | 0.6% | $176 | 加仓 |
| AON | AON PLC SHS CL A | $3.12万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $3.10万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $3.03万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $2.99万 | 0.01% | 175 | 175 | — | $2.99万 | 新建仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $2.93万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $2.90万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO RAFI US 1000 ETF | $2.89万 | 0.01% | 534 | 2 | 0.4% | $108 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2.85万 | 0.01% | 49 | 39 | 390.0% | $2.27万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $2.83万 | 0.01% | 28 | 3 | 12.0% | $3,034 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $2.77万 | 0.01% | 225 | -3 | -1.3% | -$369 | 减仓 |
| MET | METLIFE INC COM | $2.77万 | 0.01% | 327 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $2.65万 | 0.00% | 127 | 5 | 4.1% | $1,045 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $2.59万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $2.54万 | 0.00% | 134 | 2 | 1.5% | $379 | 加仓 |
| — | STATE STREET SPDR S&P KENSHO CLEAN POWER ETF | $2.53万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM AAA CLO ETF | $2.50万 | 0.00% | 488 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $2.50万 | 0.00% | 240 | 5 | 2.1% | $520 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $2.48万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $2.46万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $2.46万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $2.43万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $2.42万 | 0.00% | 766 | 13 | 1.7% | $411 | 加仓 |
| VTV | VANGUARD VALUE ETF | $2.40万 | 0.00% | 110 | 1 | 0.9% | $218 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $2.39万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| GSST | GOLDMAN SACHS ULTRA SHORT BOND ETF | $2.36万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $2.32万 | 0.00% | 115 | 1 | 0.9% | $202 | 加仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $2.31万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $2.28万 | 0.00% | 893 | 554 | 163.4% | $1.41万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $2.26万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $2.25万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $2.23万 | 0.00% | 82 | 2 | 2.5% | $544 | 加仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $2.23万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $2.23万 | 0.00% | 804 | 804 | — | $2.23万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.22万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $2.10万 | 0.00% | 218 | -17 | -7.2% | -$1,639 | 减仓 |
| PKG | PACKAGING CORP AMER COM | $2.03万 | 0.00% | 85 | 1 | 1.2% | $238 | 加仓 |
| EBAY | EBAY INC. COM | $2.02万 | 0.00% | 181 | 3 | 1.7% | $335 | 加仓 |
| SNA | SNAP ON INC COM | $2.01万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $2.01万 | 0.00% | 218 | 1 | 0.5% | $92 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $1.94万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $1.93万 | 0.00% | 405 | -313 | -43.6% | -$1.49万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $1.91万 | 0.00% | 1,630 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC COM SHS CL A | $1.90万 | 0.00% | 1,135 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $1.90万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $1.88万 | 0.00% | 57 | -31 | -35.2% | -$1.02万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.79万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.74万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC CL A | $1.74万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $1.73万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $1.71万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP COM | $1.68万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $1.67万 | 0.00% | 333 | 333 | — | $1.67万 | 新建仓 |
| FDX | FEDEX CORP COM | $1.66万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $1.64万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $1.63万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| LQDH | ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | $1.62万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.61万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $1.59万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $1.58万 | 0.00% | 318 | 318 | — | $1.58万 | 新建仓 |
| TXN | TEXAS INSTRS INC COM | $1.58万 | 0.00% | 53 | 1 | 1.9% | $298 | 加仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $1.57万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.54万 | 0.00% | 16 | 5 | 45.5% | $4,825 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $1.52万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $1.51万 | 0.00% | 38 | 3 | 8.6% | $1,191 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $1.50万 | 0.00% | 260 | 6 | 2.4% | $346 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $1.49万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF | $1.48万 | 0.00% | 391 | 96 | 32.5% | $3,637 | 加仓 |
| NKE | NIKE INC CL B | $1.48万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| FSIG | FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | $1.46万 | 0.00% | 772 | 772 | — | $1.46万 | 新建仓 |
| LOW | LOWES COS INC COM | $1.46万 | 0.00% | 66 | -6 | -8.3% | -$1,323 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $1.45万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | $1.43万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $1.42万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1.42万 | 0.00% | 85 | 2 | 2.4% | $333 | 加仓 |
| VMO | INVESCO MUN OPPORTUNIT TR COM | $1.39万 | 0.00% | 1,411 | 0 | 0.0% | — | 不变 |
| KBE | STATE STREET SPDR S&P BANK ETF | $1.36万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |