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 |
|---|---|---|---|---|---|---|---|---|
| DECK | DECKERS OUTDOOR CORP COM | $1.36万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $1.36万 | 0.00% | 1,069 | 0 | 0.0% | — | 不变 |
| MYI | BLACKROCK MUNIYIELD QUALITY FD COM | $1.35万 | 0.00% | 1,218 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $1.34万 | 0.00% | 1,123 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $1.32万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $1.31万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MFM | ABERDEEN MUN INCOME FD SH BEN INT | $1.26万 | 0.00% | 2,241 | 2,241 | — | $1.26万 | 新建仓 |
| — | FRANKLIN MUN OPPORTUNITIES TR SH BEN INT | $1.26万 | 0.00% | 1,191 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $1.24万 | 0.00% | 890 | 2 | 0.2% | $28 | 加仓 |
| FXD | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND | $1.22万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $1.22万 | 0.00% | 64 | 5 | 8.5% | $952 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1.22万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| MFDX | PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF | $1.16万 | 0.00% | 278 | 1 | 0.4% | $42 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $1.14万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES COM | $1.10万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $1.10万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $1.09万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $1.08万 | 0.00% | 37 | 1 | 2.8% | $291 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.06万 | 0.00% | 188 | -812 | -81.2% | -$4.56万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $1.05万 | 0.00% | 59 | 9 | 18.0% | $1,604 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $1.05万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC COM | $1.02万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $1.02万 | 0.00% | 799 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1.02万 | 0.00% | 82 | -26 | -24.1% | -$3,235 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1.00万 | 0.00% | 21 | 1 | 5.0% | $478 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $9,650 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $9,474 | 0.00% | 54 | -2 | -3.6% | -$351 | 减仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $9,396 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP COM | $9,095 | 0.00% | 4 | 4 | — | $9,095 | 新建仓 |
| FAST | FASTENAL CO COM | $8,934 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $8,765 | 0.00% | 188 | -33 | -14.9% | -$1,539 | 减仓 |
| — | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | $8,753 | 0.00% | 193 | 64 | 49.6% | $2,903 | 加仓 |
| DOV | DOVER CORP COM | $8,747 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF | $8,683 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $8,672 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $8,609 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $8,405 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD INC COM | $8,398 | 0.00% | 724 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $8,303 | 0.00% | 13 | 9 | 225.0% | $5,748 | 加仓 |
| — | KRANESHARES GLOBAL CARBON STRATEGY ETF | $8,224 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $8,175 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $7,791 | 0.00% | 38 | 3 | 8.6% | $615 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI COM | $7,781 | 0.00% | 708 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $7,730 | 0.00% | 156 | 156 | — | $7,730 | 新建仓 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $7,591 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $7,478 | 0.00% | 82 | 16 | 24.2% | $1,459 | 加仓 |
| CSL | CARLISLE COS INC COM | $7,255 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $7,223 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $7,174 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $7,013 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $6,954 | 0.00% | 14 | -3 | -17.6% | -$1,490 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $6,645 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $6,558 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $6,529 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $6,504 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $6,452 | 0.00% | 242 | -25 | -9.4% | -$667 | 减仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $6,386 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $6,303 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $6,202 | 0.00% | 70 | -12 | -14.6% | -$1,063 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $6,194 | 0.00% | 28 | -194 | -87.4% | -$4.29万 | 减仓 |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $6,178 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $6,127 | 0.00% | 88 | 88 | — | $6,127 | 新建仓 |
| O | REALTY INCOME CORP COM | $6,010 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $5,968 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $5,909 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $5,853 | 0.00% | 17 | -2 | -10.5% | -$689 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $5,755 | 0.00% | 166 | 166 | — | $5,755 | 新建仓 |
| ELF | E L F BEAUTY INC COM | $5,698 | 0.00% | 77 | 77 | — | $5,698 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $5,590 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $5,495 | 0.00% | 38 | 6 | 18.8% | $868 | 加仓 |
| EXEL | EXELIXIS INC COM | $5,441 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $5,306 | 0.00% | 123 | 123 | — | $5,306 | 新建仓 |
| WRB | BERKLEY W R CORP COM | $5,290 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC COM | $5,208 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $5,163 | 0.00% | 96 | 96 | — | $5,163 | 新建仓 |
| APP | APPLOVIN CORP COM CL A | $5,152 | 0.00% | 10 | 6 | 150.0% | $3,091 | 加仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $5,103 | 0.00% | 67 | -95 | -58.6% | -$7,236 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $5,078 | 0.00% | 419 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $5,039 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC COM | $4,993 | 0.00% | 39 | 39 | — | $4,993 | 新建仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $4,959 | 0.00% | 122 | 122 | — | $4,959 | 新建仓 |
| QCOM | QUALCOMM INC COM | $4,805 | 0.00% | 26 | 1 | 4.0% | $185 | 加仓 |
| CTAS | CINTAS CORP COM | $4,762 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC COM | $4,676 | 0.00% | 25 | 25 | — | $4,676 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $4,614 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $4,402 | 0.00% | 70 | 3 | 4.5% | $189 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $4,385 | 0.00% | 141 | 141 | — | $4,385 | 新建仓 |
| — | FRANKLIN MANAGED MUN INCOME TR COM | $4,382 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $4,353 | 0.00% | 13 | 9 | 225.0% | $3,014 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $4,227 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $4,187 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $4,166 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC COM | $4,159 | 0.00% | 38 | 38 | — | $4,159 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP COM | $4,065 | 0.00% | 43 | 43 | — | $4,065 | 新建仓 |
| MARA | MARA HOLDINGS INC COM | $4,028 | 0.00% | 290 | 290 | — | $4,028 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $3,941 | 0.00% | 41 | 3 | 7.9% | $288 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $3,926 | 0.00% | 26 | 26 | — | $3,926 | 新建仓 |
| KLAC | KLA CORP COM NEW | $3,922 | 0.00% | 13 | 3 | 30.0% | $905 | 加仓 |
| — | FEDERATED HERMES PREM MUNI INM COM | $3,826 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | $3,825 | 0.00% | 63 | -577 | -90.2% | -$3.50万 | 减仓 |