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 |
|---|---|---|---|---|---|---|---|---|
| EXTR | EXTREME NETWORKS INC COM | $97 | 0.00% | 3 | 3 | — | $97 | 新建仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $91 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $77 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. COM | $76 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC COM | $58 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WWW | WOLVERINE WORLD WIDE INC COM | $50 | 0.00% | 3 | 3 | — | $50 | 新建仓 |
| BGRN | ISHARES TRUST ISHARES USD GREEN BOND ETF | $42 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $36 | 0.00% | 0 | 0 | — | -$36 | 清仓 |
| WT | WISDOMTREE INC COM | $34 | 0.00% | 2 | 2 | — | $34 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $0 | 0.00% | 0 | -4,285 | -100.0% | -$19.30万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -841 | -100.0% | -$14.27万 | 清仓 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $0 | 0.00% | 0 | -2,644 | -100.0% | -$10.81万 | 清仓 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $0 | 0.00% | 0 | -1,630 | -100.0% | -$8.31万 | 清仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $0 | 0.00% | 0 | -644 | -100.0% | -$6.01万 | 清仓 |
| REET | ISHARES GLOBAL REIT ETF | $0 | 0.00% | 0 | -1,317 | -100.0% | -$3.31万 | 清仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $0 | 0.00% | 0 | -240 | -100.0% | -$2.62万 | 清仓 |
| NFG | NATIONAL FUEL GAS CO COM | $0 | 0.00% | 0 | -263 | -100.0% | -$2.47万 | 清仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $0 | 0.00% | 0 | -145 | -100.0% | -$1.54万 | 清仓 |
| — | MFS HIGH INCOME MUN TR SH BEN INT | $0 | 0.00% | 0 | -2,517 | -100.0% | -$9,338 | 清仓 |
| PYPL | PAYPAL HLDGS INC COM | $0 | 0.00% | 0 | -206 | -100.0% | -$9,317 | 清仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $0 | 0.00% | 0 | -38 | -100.0% | -$5,700 | 清仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $0 | 0.00% | 0 | -55 | -100.0% | -$3,390 | 清仓 |
| — | MFS HIGH YIELD MUN TR SH BEN INT | $0 | 0.00% | 0 | -844 | -100.0% | -$3,022 | 清仓 |
| NOW | SERVICENOW INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$2,614 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -36 | -100.0% | -$2,259 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $0 | 0.00% | 0 | -3 | -100.0% | -$2,047 | 清仓 |
| IQV | IQVIA HLDGS INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$1,705 | 清仓 |
| AXON | AXON ENTERPRISE INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$1,699 | 清仓 |
| HCA | HCA HEALTHCARE INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$1,420 | 清仓 |
| DLB | DOLBY LABORATORIES INC COM CL A | $0 | 0.00% | 0 | -18 | -100.0% | -$1,081 | 清仓 |
| CAH | CARDINAL HEALTH INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$845 | 清仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$481 | 清仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -5 | -100.0% | -$477 | 清仓 |
| RSG | REPUBLIC SVCS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$438 | 清仓 |
| VTR | VENTAS INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$409 | 清仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $0 | 0.00% | 0 | -8 | -100.0% | -$376 | 清仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -7 | -100.0% | -$373 | 清仓 |