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 |
|---|---|---|---|---|---|---|---|---|
| RSG | REPUBLIC SVCS INC COM | $438 | 0.00% | 2 | 2 | — | $438 | 新建仓 |
| VTR | VENTAS INC COM | $409 | 0.00% | 5 | 5 | — | $409 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $405 | 0.00% | 5 | 5 | — | $405 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $384 | 0.00% | 4 | 4 | — | $384 | 新建仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $376 | 0.00% | 8 | 8 | — | $376 | 新建仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $373 | 0.00% | 7 | 7 | — | $373 | 新建仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $277 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $156 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $144 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $91 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $78 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. COM | $61 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC COM | $51 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BGRN | ISHARES TRUST ISHARES USD GREEN BOND ETF | $42 | 0.00% | 1 | -107 | -99.1% | -$4,494 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $36 | 0.00% | 0 | -98 | -100.0% | -$1.01万 | 清仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $0 | 0.00% | 0 | -503 | -100.0% | -$2.49万 | 清仓 |
| — | BLACKROCK MUNI INCOME TR II COM | $0 | 0.00% | 0 | -1,264 | -100.0% | -$1.32万 | 清仓 |
| BAX | BAXTER INTL INC COM | $0 | 0.00% | 0 | -592 | -100.0% | -$1.13万 | 清仓 |
| — | BLACKROCK MUNIVEST FD INC COM | $0 | 0.00% | 0 | -1,433 | -100.0% | -$9,931 | 清仓 |
| — | BLACKROCK CALIF MUN INCOME TR SH BEN INT | $0 | 0.00% | 0 | -691 | -100.0% | -$7,421 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MLKN | MILLERKNOLL INC COM | $0 | 0.00% | 0 | -300 | -100.0% | -$5,484 | 清仓 |
| — | BLACKROCK MUNIYIELD FD INC COM | $0 | 0.00% | 0 | -421 | -100.0% | -$4,416 | 清仓 |
| — | BLACKROCK MUNIYIELD QUALITY FD COM | $0 | 0.00% | 0 | -383 | -100.0% | -$3,849 | 清仓 |
| — | BLACKROCK MUNIVEST FD II INC COM | $0 | 0.00% | 0 | -319 | -100.0% | -$3,448 | 清仓 |
| BA | BOEING CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRBN | ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$2,305 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $0 | 0.00% | 0 | -40 | -100.0% | -$1,867 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KKR | KKR & CO INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$1,530 | 清仓 |
| CCL | CARNIVAL CORP PAIRED CTF | $0 | 0.00% | 0 | -50 | -100.0% | -$1,527 | 清仓 |
| TMUS | T-MOBILE US INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNPS | SYNOPSYS INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$1,409 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $0 | 0.00% | 0 | -5 | -100.0% | -$1,395 | 清仓 |
| TFC | TRUIST FINL CORP COM | $0 | 0.00% | 0 | -28 | -100.0% | -$1,378 | 清仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $0 | 0.00% | 0 | -15 | -100.0% | -$1,283 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$1,158 | 清仓 |
| DASH | DOORDASH INC CL A | $0 | 0.00% | 0 | -5 | -100.0% | -$1,132 | 清仓 |
| VST | VISTRA CORP COM | $0 | 0.00% | 0 | -7 | -100.0% | -$1,129 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $0 | 0.00% | 0 | -5 | -100.0% | -$1,085 | 清仓 |
| COR | CENCORA INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | COINBASE GLOBAL INC COM CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HANCOCK JOHN INVT TR II COM | $0 | 0.00% | 0 | -50 | -100.0% | -$684 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $0 | 0.00% | 0 | -18 | -100.0% | -$666 | 清仓 |