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 |
|---|---|---|---|---|---|---|---|---|
| RGR | STURM RUGER & CO INC COM | $3,785 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC COM | $3,696 | 0.00% | 25 | 25 | — | $3,696 | 新建仓 |
| LIN | LINDE PLC SHS | $3,633 | 0.00% | 7 | 1 | 16.7% | $519 | 加仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $3,579 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC COM NEW | $3,579 | 0.00% | 246 | 246 | — | $3,579 | 新建仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $3,509 | 0.00% | 24 | 20 | 500.0% | $2,924 | 重新持有 |
| — | WELLS FARGO & CO PERP PFD CNV A | $3,471 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $3,470 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | INVESCO ADVANTAGE MUN INCOME T SH BEN INT | $3,451 | 0.00% | 364 | 0 | 0.0% | — | 不变 |
| — | INVESCO TR INVT GRADE MUNS COM | $3,392 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD SHS | $3,326 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $3,321 | 0.00% | 13 | 1 | 8.3% | $255 | 加仓 |
| ADSK | AUTODESK INC COM | $3,305 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $3,276 | 0.00% | 8 | -257 | -97.0% | -$10.52万 | 减仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR LT SHS | $3,171 | 0.00% | 67 | 67 | — | $3,171 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $3,158 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $3,150 | 0.00% | 27 | 1 | 3.8% | $117 | 加仓 |
| TTD | THE TRADE DESK INC COM CL A | $3,146 | 0.00% | 174 | 174 | — | $3,146 | 新建仓 |
| XYZ | BLOCK INC CL A | $3,116 | 0.00% | 41 | 11 | 36.7% | $836 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $3,108 | 0.00% | 19 | -36 | -65.5% | -$5,889 | 减仓 |
| OLN | OLIN CORP COM PAR $1 | $2,973 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS SHS | $2,931 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $2,903 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $2,886 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $2,880 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GOGO | GOGO INC COM | $2,781 | 0.00% | 897 | 897 | — | $2,781 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $2,737 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $2,696 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $2,685 | 0.00% | 60 | 60 | — | $2,685 | 新建仓 |
| DAL | DELTA AIR LINES INC COM NEW | $2,622 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $2,610 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $2,572 | 0.00% | 32 | -16 | -33.3% | -$1,286 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $2,460 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC COM | $2,446 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC CL A | $2,416 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $2,385 | 0.00% | 7 | -27 | -79.4% | -$9,199 | 减仓 |
| ROST | ROSS STORES INC COM | $2,341 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $2,322 | 0.00% | 110 | 10 | 10.0% | $211 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $2,313 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $2,311 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $2,265 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| XPCQX | PIMCO CALIF MUN INCOME FD COM | $2,260 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP COM | $2,260 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $2,253 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $2,250 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $2,198 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $2,182 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $2,117 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $2,106 | 0.00% | 22 | 4 | 22.2% | $383 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $2,100 | 0.00% | 6 | -2 | -25.0% | -$700 | 减仓 |
| EQIX | EQUINIX INC COM | $2,085 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $2,030 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $1,975 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $1,947 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1,945 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $1,944 | 0.00% | 122 | -68 | -35.8% | -$1,084 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $1,908 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $1,888 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $1,886 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. SPONSORED ADR | $1,851 | 0.00% | 59 | 59 | — | $1,851 | 新建仓 |
| CVNA | CARVANA CO CL A | $1,843 | 0.00% | 28 | 28 | — | $1,843 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $1,834 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $1,827 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $1,816 | 0.00% | 8 | 1 | 14.3% | $227 | 加仓 |
| CME | CME GROUP INC COM | $1,767 | 0.00% | 8 | -1 | -11.1% | -$221 | 减仓 |
| TPR | TAPESTRY INC COM | $1,757 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $1,740 | 0.00% | 50 | 50 | — | $1,740 | 新建仓 |
| NDAQ | NASDAQ INC COM | $1,734 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $1,732 | 0.00% | 8 | -4 | -33.3% | -$866 | 重新持有 |
| ATO | ATMOS ENERGY CORP COM | $1,723 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $1,705 | 0.00% | 17 | 17 | — | $1,705 | 新建仓 |
| AMCR | AMCOR PLC COM NEW | $1,604 | 0.00% | 37 | 37 | — | $1,604 | 新建仓 |
| PSA | PUBLIC STORAGE COM | $1,592 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1,591 | 0.00% | 4 | -7 | -63.6% | -$2,784 | 重新持有 |
| PCAR | PACCAR INC COM | $1,562 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BAP | CREDICORP LTD COM | $1,558 | 0.00% | 4 | 4 | — | $1,558 | 新建仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1,533 | 0.00% | 36 | 36 | — | $1,533 | 新建仓 |
| NVT | NVENT ELEC PLC SHS | $1,526 | 0.00% | 9 | 9 | — | $1,526 | 新建仓 |
| PLD | PROLOGIS INC. COM | $1,490 | 0.00% | 11 | 1 | 10.0% | $135 | 加仓 |
| CIEN | CIENA CORP COM NEW | $1,472 | 0.00% | 3 | 1 | 50.0% | $491 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $1,462 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $1,431 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $1,332 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $1,330 | 0.00% | 17 | 1 | 6.2% | $78 | 重新持有 |
| VLO | VALERO ENERGY CORP COM | $1,302 | 0.00% | 5 | 1 | 25.0% | $260 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $1,294 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $1,284 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $1,277 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $1,264 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC COM | $1,248 | 0.00% | 3 | 3 | — | $1,248 | 新建仓 |
| FEMB | FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF | $1,227 | 0.00% | 42 | 42 | — | $1,227 | 新建仓 |
| CCJ | CAMECO CORP COM | $1,222 | 0.00% | 12 | 12 | — | $1,222 | 新建仓 |
| COF | CAPITAL ONE FINL CORP COM | $1,204 | 0.00% | 6 | -49 | -89.1% | -$9,833 | 减仓 |
| COHR | COHERENT CORP COM | $1,183 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC COM | $1,155 | 0.00% | 2 | 2 | — | $1,155 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1,126 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $1,116 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC COM | $1,110 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $1,106 | 0.00% | 144 | 144 | — | $1,106 | 新建仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $1,103 | 0.00% | 55 | 55 | — | $1,103 | 新建仓 |