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 |
|---|---|---|---|---|---|---|---|---|
| — | PUTNAM MUN OPPORTUNITIES TR SH BEN INT | $1.23万 | 0.00% | 1,191 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $1.22万 | 0.00% | 235 | -36 | -13.3% | -$1,872 | 减仓 |
| TGT | TARGET CORP COM | $1.21万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KBE | STATE STREET SPDR S&P BANK ETF | $1.19万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $1.16万 | 0.00% | 56 | 2 | 3.7% | $416 | 加仓 |
| FXD | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND | $1.13万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $1.12万 | 0.00% | 70 | 8 | 12.9% | $1,283 | 加仓 |
| DHR | DANAHER CORP DEL COM | $1.12万 | 0.00% | 59 | -7 | -10.6% | -$1,327 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $1.11万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ COM | $1.11万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MFDX | PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF | $1.10万 | 0.00% | 277 | 3 | 1.1% | $119 | 加仓 |
| EXC | EXELON CORP COM | $1.08万 | 0.00% | 221 | 33 | 17.6% | $1,618 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1.05万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $1.05万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF | $1.03万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $1.02万 | 0.00% | 888 | -62 | -6.5% | -$715 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $1.02万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $1.01万 | 0.00% | 52 | 1 | 2.0% | $194 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $1.00万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $1.00万 | 0.00% | 55 | -9 | -14.1% | -$1,642 | 减仓 |
| BX | BLACKSTONE INC COM | $1.00万 | 0.00% | 87 | 10 | 13.0% | $1,150 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $9,852 | 0.00% | 799 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $9,828 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $9,492 | 0.00% | 55 | 5 | 10.0% | $863 | 加仓 |
| BHB | BAR HBR BANKSHARES COM | $9,420 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| — | MFS HIGH INCOME MUN TR SH BEN INT | $9,338 | 0.00% | 2,517 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $9,317 | 0.00% | 206 | -21 | -9.3% | -$950 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $9,090 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $9,042 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $9,014 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $8,784 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $8,685 | 0.00% | 339 | 339 | — | $8,685 | 新建仓 |
| FAST | FASTENAL CO COM | $8,630 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $8,508 | 0.00% | 35 | -4 | -10.3% | -$972 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $8,421 | 0.00% | 2 | -1 | -33.3% | -$4,210 | 减仓 |
| — | ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF | $8,207 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $8,130 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD INC COM | $7,950 | 0.00% | 724 | 724 | — | $7,950 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $7,907 | 0.00% | 38 | -9 | -19.1% | -$1,873 | 减仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $7,867 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $7,591 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $7,538 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $7,530 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $7,418 | 0.00% | 19 | 2 | 11.8% | $781 | 加仓 |
| — | KRANESHARES GLOBAL CARBON STRATEGY ETF | $7,363 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI COM | $7,363 | 0.00% | 708 | 708 | — | $7,363 | 新建仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $7,332 | 0.00% | 267 | 225 | 535.7% | $6,179 | 加仓 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $7,300 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $7,110 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $7,014 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $6,944 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $6,759 | 0.00% | 20 | -10 | -33.3% | -$3,380 | 重新持有 |
| CSL | CARLISLE COS INC COM | $6,672 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $6,435 | 0.00% | 81 | 6 | 8.0% | $477 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $6,286 | 0.00% | 48 | -1 | -2.0% | -$131 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $6,245 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $6,090 | 0.00% | 19 | -1 | -5.0% | -$321 | 减仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $6,063 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $5,934 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $5,911 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $5,755 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $5,700 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $5,551 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $5,288 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | $5,217 | 0.00% | 129 | -200 | -60.8% | -$8,088 | 减仓 |
| FTS | FORTIS INC COM | $5,077 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $5,068 | 0.00% | 15 | -3 | -16.7% | -$1,014 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $5,022 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $5,021 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP COM | $4,971 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $4,819 | 0.00% | 419 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $4,736 | 0.00% | 28 | -6 | -17.6% | -$1,015 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $4,709 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP COM PAR $1 | $4,460 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $4,309 | 0.00% | 11 | 1 | 10.0% | $392 | 加仓 |
| EXEL | EXELIXIS INC COM | $4,289 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $4,271 | 0.00% | 35 | -11 | -23.9% | -$1,342 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $4,264 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MANAGED MUN INCOME TR COM | $4,121 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $4,070 | 0.00% | 17 | -3 | -15.0% | -$718 | 减仓 |
| RGR | STURM RUGER & CO INC COM | $4,009 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $3,962 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $3,938 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $3,920 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $3,803 | 0.00% | 26 | 1 | 4.0% | $146 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $3,796 | 0.00% | 32 | 6 | 23.1% | $712 | 加仓 |
| MDB | MONGODB INC CL A | $3,672 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HERMES PREM MUNI INM COM | $3,640 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $3,574 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO PERP PFD CNV A | $3,465 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $3,390 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $3,310 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD SHS | $3,248 | 0.00% | 14 | 2 | 16.7% | $464 | 加仓 |
| QCOM | QUALCOMM INC COM | $3,220 | 0.00% | 25 | -12 | -32.4% | -$1,546 | 减仓 |
| — | INVESCO TR INVT GRADE MUNS COM | $3,158 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| — | INVESCO ADVANTAGE MUN INCOME T SH BEN INT | $3,152 | 0.00% | 364 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $3,027 | 0.00% | 7 | -5 | -41.7% | -$2,162 | 减仓 |
| — | MFS HIGH YIELD MUN TR SH BEN INT | $3,022 | 0.00% | 844 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $3,010 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $2,975 | 0.00% | 6 | 0 | 0.0% | — | 不变 |