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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $9,130.91万 | 16.93% | 121,926 | 3,431 | 2.9% | $256.94万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $5,340.89万 | 9.90% | 539,593 | 32,538 | 6.4% | $322.06万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4,137.09万 | 7.67% | 580,644 | 9,065 | 1.6% | $64.59万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $3,648.11万 | 6.76% | 801,959 | 35,757 | 4.7% | $162.66万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $2,817.55万 | 5.22% | 600,244 | 38,873 | 6.9% | $182.47万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $2,388.31万 | 4.43% | 404,935 | 43,747 | 12.1% | $258.02万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $2,006.18万 | 3.72% | 396,714 | 11,150 | 2.9% | $56.39万 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $1,868.83万 | 3.47% | 226,552 | 12,573 | 5.9% | $103.71万 | 加仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $1,817.83万 | 3.37% | 433,747 | 16,837 | 4.0% | $70.56万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $1,725.61万 | 3.20% | 91,744 | 561 | 0.6% | $10.55万 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $1,591.73万 | 2.95% | 144,244 | 3,782 | 2.7% | $41.73万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1,444.37万 | 2.68% | 143,476 | 501 | 0.4% | $5.04万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,090.61万 | 2.02% | 141,435 | 3,176 | 2.3% | $24.49万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $1,088.16万 | 2.02% | 76,421 | 3,941 | 5.4% | $56.12万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,076.05万 | 2.00% | 72,554 | 636 | 0.9% | $9.43万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $921.47万 | 1.71% | 26,878 | -140 | -0.5% | -$4.80万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $809.09万 | 1.50% | 78,697 | 5,548 | 7.6% | $57.04万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $765.41万 | 1.42% | 79,350 | 2,760 | 3.6% | $26.62万 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $679.27万 | 1.26% | 143,276 | 2,628 | 1.9% | $12.46万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $670.39万 | 1.24% | 129,469 | 2,969 | 2.3% | $15.37万 | 加仓 |
| AAPL | APPLE INC COM | $634.81万 | 1.18% | 21,938 | -102 | -0.5% | -$2.95万 | 减仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $612.17万 | 1.14% | 37,403 | 2,326 | 6.6% | $38.07万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $374.15万 | 0.69% | 124,675 | 4 | 0.0% | $120 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $329.97万 | 0.61% | 40,186 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $286.77万 | 0.53% | 7,688 | -111 | -1.4% | -$4.14万 | 减仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $283.27万 | 0.53% | 24,199 | 1,738 | 7.7% | $20.35万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $265.96万 | 0.49% | 3,872 | -99 | -2.5% | -$6.80万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $253.90万 | 0.47% | 26,330 | 2,269 | 9.4% | $21.88万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $244.88万 | 0.45% | 9,108 | -400 | -4.2% | -$10.75万 | 减仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $225.23万 | 0.42% | 45,055 | 2,815 | 6.7% | $14.07万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $211.57万 | 0.39% | 8,941 | -1,106 | -11.0% | -$26.17万 | 减仓 |
| LLY | ELI LILLY & CO COM | $170.40万 | 0.32% | 1,421 | -83 | -5.5% | -$9.95万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $164.67万 | 0.31% | 3,800 | -109 | -2.8% | -$4.72万 | 减仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $154.22万 | 0.29% | 27,573 | 3,116 | 12.7% | $17.43万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $151.41万 | 0.28% | 4,237 | 2 | 0.0% | $715 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $146.31万 | 0.27% | 1,987 | 34 | 1.7% | $2.50万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $142.55万 | 0.26% | 5,880 | -700 | -10.6% | -$16.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $138.71万 | 0.26% | 2,772 | -250 | -8.3% | -$12.51万 | 减仓 |
| AMZN | AMAZON COM INC COM | $131.59万 | 0.24% | 5,521 | -27 | -0.5% | -$6,435 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $131.03万 | 0.24% | 21,733 | -5,894 | -21.3% | -$35.54万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $120.47万 | 0.22% | 6,021 | 17 | 0.3% | $3,402 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $115.49万 | 0.21% | 14,334 | 2,078 | 17.0% | $16.74万 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $112.77万 | 0.21% | 20,620 | 2,048 | 11.0% | $11.20万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $107.30万 | 0.20% | 3,278 | -96 | -2.8% | -$3.14万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $99.10万 | 0.18% | 1,327 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $84.75万 | 0.16% | 906 | -6 | -0.7% | -$5,613 | 减仓 |
| JUST | GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | $77.12万 | 0.14% | 7,228 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $69.25万 | 0.13% | 11,853 | 503 | 4.4% | $2.94万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $65.92万 | 0.12% | 6,346 | 82 | 1.3% | $8,518 | 加仓 |
| FIW | FIRST TRUST WATER ETF | $65.91万 | 0.12% | 6,018 | 9 | 0.1% | $986 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $65.40万 | 0.12% | 4,184 | -344 | -7.6% | -$5.38万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $62.52万 | 0.12% | 2,081 | -11 | -0.5% | -$3,305 | 减仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $61.47万 | 0.11% | 7,008 | -764 | -9.8% | -$6.70万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $59.51万 | 0.11% | 14,055 | -288 | -2.0% | -$1.22万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $56.69万 | 0.11% | 10,036 | -176 | -1.7% | -$9,941 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $54.35万 | 0.10% | 1,084 | -19 | -1.7% | -$9,526 | 减仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $52.99万 | 0.10% | 4,811 | 169 | 3.6% | $1.86万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $49.00万 | 0.09% | 1,616 | -23 | -1.4% | -$6,973 | 减仓 |
| META | META PLATFORMS INC CL A | $44.33万 | 0.08% | 787 | -108 | -12.1% | -$6.08万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $44.20万 | 0.08% | 1,251 | 8 | 0.6% | $2,827 | 加仓 |
| AVGO | BROADCOM INC COM | $43.55万 | 0.08% | 1,153 | 10 | 0.9% | $3,778 | 加仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $42.32万 | 0.08% | 5,478 | -1,063 | -16.3% | -$8.21万 | 减仓 |
| V | VISA INC COM CL A | $42.17万 | 0.08% | 1,229 | -27 | -2.1% | -$9,263 | 减仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $39.73万 | 0.07% | 4,464 | -580 | -11.5% | -$5.16万 | 减仓 |
| RTX | RTX CORPORATION COM | $39.05万 | 0.07% | 2,058 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $37.92万 | 0.07% | 6,800 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $37.38万 | 0.07% | 7,391 | 308 | 4.3% | $1.56万 | 加仓 |
| INTC | INTEL CORP COM | $36.14万 | 0.07% | 2,588 | 86 | 3.4% | $1.20万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $36.02万 | 0.07% | 2,619 | -145 | -5.2% | -$1.99万 | 减仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $34.13万 | 0.06% | 8,470 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $34.06万 | 0.06% | 1,521 | -64 | -4.0% | -$1.43万 | 减仓 |
| CWST | CASELLA WASTE SYS INC CL A | $33.36万 | 0.06% | 3,440 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $31.37万 | 0.06% | 5,104 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $31.08万 | 0.06% | 858 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $30.55万 | 0.06% | 1,203 | -23 | -1.9% | -$5,841 | 减仓 |
| TSLA | TESLA INC COM | $29.69万 | 0.06% | 706 | 56 | 8.6% | $2.36万 | 加仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $28.97万 | 0.05% | 4,465 | 14 | 0.3% | $908 | 加仓 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $28.82万 | 0.05% | 12,252 | 24 | 0.2% | $564 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $28.77万 | 0.05% | 3,796 | -500 | -11.6% | -$3.79万 | 减仓 |
| HD | HOME DEPOT INC COM | $26.17万 | 0.05% | 742 | 1 | 0.1% | $353 | 加仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $25.49万 | 0.05% | 898 | -173 | -16.2% | -$4.91万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $25.42万 | 0.05% | 2,632 | -2,690 | -50.5% | -$25.98万 | 减仓 |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $24.67万 | 0.05% | 11,028 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $23.80万 | 0.04% | 2,891 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $22.48万 | 0.04% | 3,766 | 319 | 9.3% | $1.90万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $22.44万 | 0.04% | 3,280 | 3 | 0.1% | $205 | 加仓 |
| RY | ROYAL BK CDA COM | $22.41万 | 0.04% | 1,083 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $22.36万 | 0.04% | 1,860 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $22.36万 | 0.04% | 795 | -8 | -1.0% | -$2,250 | 减仓 |
| EBC | EASTERN BANKSHARES INC COM | $22.04万 | 0.04% | 9,912 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $21.85万 | 0.04% | 9,544 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $21.42万 | 0.04% | 750 | -172 | -18.7% | -$4.91万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $20.71万 | 0.04% | 1,668 | -1,044 | -38.5% | -$12.96万 | 减仓 |
| BIIB | BIOGEN INC COM | $20.03万 | 0.04% | 927 | 0 | 0.0% | — | 不变 |
| EMNT | PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND | $19.81万 | 0.04% | 2,002 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $19.69万 | 0.04% | 2,017 | -27 | -1.3% | -$2,636 | 减仓 |
| KO | COCA COLA CO COM | $19.64万 | 0.04% | 2,417 | 12 | 0.5% | $975 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $19.04万 | 0.04% | 1,600 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $18.87万 | 0.03% | 10,217 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $18.08万 | 0.03% | 1,233 | 6 | 0.5% | $880 | 加仓 |