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 |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC COM | $2,877 | 0.00% | 40 | -26 | -39.4% | -$1,870 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $2,753 | 0.00% | 38 | -15 | -28.3% | -$1,087 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $2,709 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $2,658 | 0.00% | 9 | 3 | 50.0% | $886 | 加仓 |
| NOW | SERVICENOW INC COM | $2,614 | 0.00% | 25 | 13 | 108.3% | $1,359 | 加仓 |
| VTRS | VIATRIS INC COM | $2,572 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $2,499 | 0.00% | 10 | 2 | 25.0% | $500 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $2,420 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC COM | $2,383 | 0.00% | 11 | 6 | 120.0% | $1,300 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $2,299 | 0.00% | 17 | 11 | 183.3% | $1,488 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $2,259 | 0.00% | 36 | 18 | 100.0% | $1,130 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $2,259 | 0.00% | 8 | 8 | — | $2,259 | 新建仓 |
| PWR | QUANTA SVCS INC COM | $2,196 | 0.00% | 4 | 4 | — | $2,196 | 新建仓 |
| MDLZ | MONDELEZ INTL INC CL A | $2,190 | 0.00% | 38 | 15 | 65.2% | $864 | 加仓 |
| MCO | MOODYS CORP COM | $2,181 | 0.00% | 5 | 2 | 66.7% | $872 | 加仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD COM | $2,162 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $2,129 | 0.00% | 7 | 4 | 133.3% | $1,217 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $2,123 | 0.00% | 6 | 6 | — | $2,123 | 新建仓 |
| CTVA | CORTEVA INC COM | $2,093 | 0.00% | 25 | 10 | 66.7% | $837 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $2,052 | 0.00% | 11 | 4 | 57.1% | $746 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS SHS | $2,051 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $2,047 | 0.00% | 3 | 3 | — | $2,047 | 新建仓 |
| SRE | SEMPRA COM | $2,041 | 0.00% | 21 | 5 | 31.2% | $486 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2,034 | 0.00% | 10 | -7 | -41.2% | -$1,424 | 减仓 |
| HOG | HARLEY DAVIDSON INC COM | $2,022 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1,999 | 0.00% | 54 | 54 | — | $1,999 | 新建仓 |
| DLR | DIGITAL RLTY TR INC COM | $1,982 | 0.00% | 11 | 3 | 37.5% | $541 | 加仓 |
| EQIX | EQUINIX INC COM | $1,960 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $1,905 | 0.00% | 41 | 41 | — | $1,905 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $1,903 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $1,896 | 0.00% | 14 | 5 | 55.6% | $677 | 加仓 |
| DDOG | DATADOG INC CL A COM | $1,889 | 0.00% | 16 | 16 | — | $1,889 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $1,870 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM | $1,868 | 0.00% | 22 | 13 | 144.4% | $1,104 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $1,861 | 0.00% | 28 | 15 | 115.4% | $997 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $1,847 | 0.00% | 10 | 10 | — | $1,847 | 新建仓 |
| NTRS | NORTHERN TR CORP COM | $1,814 | 0.00% | 13 | 13 | — | $1,814 | 新建仓 |
| XYZ | BLOCK INC CL A | $1,805 | 0.00% | 30 | 30 | — | $1,805 | 新建仓 |
| TER | TERADYNE INC COM | $1,779 | 0.00% | 6 | 6 | — | $1,779 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $1,778 | 0.00% | 9 | 6 | 200.0% | $1,185 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $1,764 | 0.00% | 9 | -3 | -25.0% | -$588 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $1,758 | 0.00% | 18 | 9 | 100.0% | $879 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $1,745 | 0.00% | 24 | 24 | — | $1,745 | 新建仓 |
| SO | SOUTHERN CO COM | $1,737 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $1,722 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC COM | $1,712 | 0.00% | 5 | 5 | — | $1,712 | 新建仓 |
| IQV | IQVIA HLDGS INC COM | $1,705 | 0.00% | 10 | 6 | 150.0% | $1,023 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $1,699 | 0.00% | 4 | 4 | — | $1,699 | 新建仓 |
| TPR | TAPESTRY INC COM | $1,693 | 0.00% | 12 | 12 | — | $1,693 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1,667 | 0.00% | 70 | 70 | — | $1,667 | 新建仓 |
| GLW | CORNING INC COM | $1,632 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $1,592 | 0.00% | 4 | 1 | 33.3% | $398 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $1,543 | 0.00% | 16 | 4 | 33.3% | $386 | 加仓 |
| PCAR | PACCAR INC COM | $1,502 | 0.00% | 13 | 5 | 62.5% | $578 | 加仓 |
| KLAC | KLA CORP COM NEW | $1,472 | 0.00% | 1 | 1 | — | $1,472 | 新建仓 |
| — | ELECTRONIC ARTS INC COM | $1,427 | 0.00% | 7 | 7 | — | $1,427 | 新建仓 |
| HCA | HCA HEALTHCARE INC COM | $1,420 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $1,419 | 0.00% | 12 | -10 | -45.5% | -$1,182 | 减仓 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $1,413 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $1,404 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $1,384 | 0.00% | 7 | -4 | -36.4% | -$791 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $1,354 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $1,322 | 0.00% | 10 | -4 | -28.6% | -$529 | 减仓 |
| PSX | PHILLIPS 66 COM | $1,275 | 0.00% | 7 | 1 | 16.7% | $182 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $1,263 | 0.00% | 10 | 3 | 42.9% | $379 | 加仓 |
| WMB | WILLIAMS COS INC COM | $1,237 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $1,233 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $1,201 | 0.00% | 15 | 7 | 87.5% | $560 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $1,193 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $1,191 | 0.00% | 11 | -6 | -35.3% | -$650 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $1,190 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $1,082 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC COM CL A | $1,081 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $1,072 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC COM | $1,051 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC COM CL A | $1,034 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $1,012 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $1,002 | 0.00% | 4 | 4 | — | $1,002 | 新建仓 |
| VLO | VALERO ENERGY CORP COM | $988 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $977 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $845 | 0.00% | 4 | 4 | — | $845 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $834 | 0.00% | 3 | -1 | -25.0% | -$278 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $833 | 0.00% | 2 | -3 | -60.0% | -$1,250 | 减仓 |
| PCG | PG&E CORP COM | $826 | 0.00% | 47 | 47 | — | $826 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $787 | 0.00% | 8 | -2 | -20.0% | -$197 | 减仓 |
| CIEN | CIENA CORP COM NEW | $776 | 0.00% | 2 | 2 | — | $776 | 新建仓 |
| D | DOMINION ENERGY INC COM | $742 | 0.00% | 12 | -12 | -50.0% | -$742 | 减仓 |
| COHR | COHERENT CORP COM | $715 | 0.00% | 3 | 3 | — | $715 | 新建仓 |
| AME | AMETEK INC COM | $643 | 0.00% | 3 | 3 | — | $643 | 新建仓 |
| BDX | BECTON DICKINSON & CO COM | $629 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $622 | 0.00% | 3 | -3 | -50.0% | -$622 | 减仓 |
| AFL | AFLAC INC COM | $549 | 0.00% | 5 | -4 | -44.4% | -$439 | 减仓 |
| OKE | ONEOK INC NEW COM | $542 | 0.00% | 6 | -994 | -99.4% | -$8.98万 | 重新持有 |
| TRGP | TARGA RES CORP COM | $501 | 0.00% | 2 | 2 | — | $501 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $492 | 0.00% | 3 | 3 | — | $492 | 新建仓 |
| FTNT | FORTINET INC COM | $490 | 0.00% | 6 | -5 | -45.5% | -$408 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $481 | 0.00% | 10 | 10 | — | $481 | 新建仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $477 | 0.00% | 5 | 5 | — | $477 | 新建仓 |
| YUM | YUM BRANDS INC COM | $466 | 0.00% | 3 | -2 | -40.0% | -$311 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $453 | 0.00% | 4 | 4 | — | $453 | 新建仓 |