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Mascoma Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Mascoma Wealth Management LLC
报告期 2026-03-31 · CIK 0001695664
持仓数
515
前50大市值合计
$455.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
21Q4
21Q3
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 24
增持 87
减持 36
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$8.6M
78,943
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$6.9M
31,723
-65%
增持
IVV
ISHARES CORE S&P 500 ETF
+$4.3M
61,887
+6%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$3.4M
248,716
+0%
增持
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
+$2.6M
102,443
+24%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$2.0M
47,108
+68%
增持
FDRR
FIDELITY DIVIDEND ETF FOR RISING RATES
+$1.8M
206,726
+12%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.6M
289,485
+11%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$1.0M
37,580
+66%
减持
AAPL
APPLE INC COM
+$870.0K
33,355
-7%
减持
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$866.0K
44,273
-22%
增持
IJH
ISHARES S&P MIDCAP FUND
+$814.0K
16,034
+13%
增持
QQQ
INVESCO QQQ TRUST
+$806.0K
15,333
+4%
增持
EMNT
PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND
+$697.0K
26,388
+36%
减持
JNJ
JOHNSON & JOHNSON COM
-$625.0K
1,863
-68%
增持
ESGD
ISHARES MSCI EAFE ESG SELECT ETF
+$623.0K
22,466
+51%
增持
EAGG
ISHARES ESG AWARE U.S. AGGREGATE BOND ETF
+$613.0K
30,547
+57%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$565.0K
405,222
-2%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$556.0K
269,157
-2%
增持
IJR
ISHARES S&P SMALL-CAP FUND
+$527.0K
25,040
+17%
增持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$527.0K
4,797
+12200%
增持
FIW
FIRST TRUST WATER ETF
+$520.0K
22,272
+19%
增持
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
+$515.0K
63,722
+48%
增持
MSFT
MICROSOFT CORP COM
+$515.0K
6,925
+8%
增持
BGRN
ISHARES GLOBAL GREEN BOND ETF
+$492.0K
20,779
+80%
增持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
+$477.0K
45,000
+32%
增持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
+$468.0K
52,102
+7%
增持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
+$465.0K
116,211
+9%
清仓
NOC
NORTHROP GRUMMAN CORP COM
-$447.0K
0
-100%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$445.0K
20,367
+14%
减持
PFE
PFIZER INC COM
+$414.0K
27,840
-3%
增持
XJH
ISHARES ESG SCREENED S&P MID-CAP ETF
+$403.0K
39,496
+26%
减持
T
AT&T INC COM
-$400.0K
6,992
-67%
增持
UNP
UNION PAC CORP COM
+$393.0K
6,501
+2%
减持
TJX
TJX COS INC NEW COM
-$345.0K
1,573
-78%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$329.0K
137,957
-3%
减持
DIS
DISNEY WALT CO COM
-$322.0K
478
-80%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$291.0K
57,746
-5%
增持
SPY
SPDR S&P 500 ETF
+$255.0K
2,119
+21%
减持
PG
PROCTER AND GAMBLE CO COM
-$242.0K
1,756
-54%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
+$236.0K
15,141
-2%
减持
VOO
VANGUARD S&P 500 ETF
+$219.0K
5,309
-0%
增持
CNRG
SPDR S&P KENSHO CLEAN POWER ETF
+$215.0K
8,454
+45%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$206.0K
3,749
-39%
减持
KO
COCA COLA CO COM
-$203.0K
2,102
-66%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$198.0K
17,837
-5%
增持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$194.0K
27,407
+9%
增持
TIP
ISHARES TIPS BOND ETF
+$187.0K
3,375
+73%
增持
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
+$181.0K
54,657
+13%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$176.0K
1,477
+111%
增持
GSST
GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF
+$166.0K
14,595
+30%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$165.0K
4,700
+47%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$164.0K
6,079
+11%
增持
HD
HOME DEPOT INC COM
+$161.0K
1,129
+20%
增持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$159.0K
51,208
+5%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$152.0K
975
+13%
减持
JPM
JPMORGAN CHASE & CO COM
-$148.0K
2,558
-24%
减持
EMR
EMERSON ELEC CO COM
-$143.0K
1,485
-50%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$143.0K
937
+11%
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$142.0K
55,117
-8%
增持
COST
COSTCO WHSL CORP NEW COM
+$131.0K
641
+24%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$130.0K
200
+19%
增持
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
+$129.0K
76,718
+4%
增持
AMZN
AMAZON COM INC COM
+$114.0K
312
+11%
增持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
+$112.0K
25,985
+10%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$110.0K
69,460
-7%
减持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
+$104.0K
25,511
-3%
减持
SKYY
FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING
-$103.0K
2,909
-25%
增持
FLTB
FIDELITY LIMITED TERM BOND ETF
+$103.0K
3,000
+200%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$99.0K
2,993
-25%
增持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
+$91.0K
151,978
+3%
建仓
AOK
ISHARES CORE CONSERVATIVE ALLOCATION ETF
+$80.0K
2,000
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$80.0K
171
+470%
增持
NVDA
NVIDIA CORPORATION COM
+$75.0K
414
+84%
减持
VB
VANGUARD SMALL-CAP INDEX FUND
-$75.0K
17,280
-5%
增持
CSCO
CISCO SYS INC COM
+$68.0K
4,892
+10%
增持
PEP
PEPSICO INC COM
+$67.0K
2,345
+4%
建仓
QCLN
FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF
+$67.0K
981
建仓
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$66.0K
975
增持
NEE
NEXTERA ENERGY INC COM
+$65.0K
1,171
+111%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
+$65.0K
1,044
+2%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$65.0K
217
+178%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$63.0K
3,533
+4%
增持
AOR
ISHARES GROWTH ALLOCATION FUND
+$62.0K
7,785
+13%
增持
VO
VANGUARD MID-CAP INDEX FUND
+$62.0K
1,123
+19%
减持
XHE
SPDR S&P HEALTH CARE EQUIPMENT ETF
-$58.0K
87
-84%
增持
GOOG
ALPHABET INC CAP STK CL C
+$55.0K
51
+46%
增持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
+$54.0K
7,393
+10%
减持
IUSV
ISHARES CORE S&P U.S. VALUE ETF
+$54.0K
12,105
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$52.0K
2,436
-2%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$50.0K
51
-96%
建仓
CMPX
COMPASS THERAPEUTICS INC COM
+$50.0K
15,682
增持
META
META PLATFORMS INC CL A
+$50.0K
1,150
+16%
增持
MDY
SPDR S&P MIDCAP 400 ETF
+$50.0K
438
+19%
增持
HTEC
ROBO GLOBAL HEALTHCARE TECHNOLOGY AND INNOVATION ETF
+$49.0K
5,154
+33%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$49.0K
540
+54%
增持
FCOM
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
+$49.0K
2,735
+60%
增持
V
VISA INC COM CL A
+$49.0K
1,047
+31%
建仓
A
AGILENT TECHNOLOGIES INC COM
+$48.0K
300
增持
ABBV
ABBVIE INC COM
+$48.0K
1,553
+3%
增持
ABT
ABBOTT LABS COM
+$47.0K
980
+28%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$47.0K
408
+56%
建仓
MSCI
MSCI INC COM
+$47.0K
76
建仓
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$47.0K
803
建仓
ZTS
ZOETIS INC CL A
+$47.0K
194
减持
INTC
INTEL CORP COM
-$47.0K
8,371
-7%
建仓
AVY
AVERY DENNISON CORP COM
+$47.0K
216
增持
DHR
DANAHER CORPORATION COM
+$47.0K
500
+29%
减持
CAT
CATERPILLAR INC COM
-$46.0K
155
-62%
增持
—
CAMBRIDGE BANCORP COM
+$46.0K
2,375
+19%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$45.0K
943
+182%
减持
AMGN
AMGEN INC COM
-$45.0K
3,955
-10%
增持
—
EXXON MOBIL CORP COM
+$42.0K
8,161
+5%
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$40.0K
4,564
+14%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$40.0K
3,043
-15%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
+$40.0K
539
+937%
增持
BAC
BK OF AMERICA CORP COM
+$39.0K
1,681
+97%
增持
DOV
DOVER CORP COM
+$39.0K
377
+101%
增持
TXN
TEXAS INSTRS INC COM
+$39.0K
228
+1040%
清仓
FFIV
F5 NETWORKS INC COM
-$38.0K
0
-100%
建仓
EW
EDWARDS LIFESCIENCES CORP COM
+$38.0K
293
建仓
NDAQ
NASDAQ INC COM
+$37.0K
178
增持
—
AON PLC SHS CL A
+$37.0K
211
+129%
增持
VHT
VANGUARD HEALTH CARE INDEX FUND
+$36.0K
888
+9%
清仓
IP
INTERNATIONAL PAPER CO COM
-$34.0K
0
-100%
增持
CVS
CVS HEALTH CORP COM
+$33.0K
1,773
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$33.0K
2,784
-5%
建仓
NKE
NIKE INC CL B
+$33.0K
197
建仓
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$32.0K
675
增持
HON
HONEYWELL INTL INC COM
+$32.0K
908
+23%
增持
EL
LAUDER ESTEE COS INC CL A
+$31.0K
85
+8400%
增持
COP
CONOCOPHILLIPS COM
+$31.0K
751
+118%
建仓
ZS
ZSCALER INC COM
+$31.0K
97
增持
IBB
ISHARES BIOTECHNOLOGY FUND
+$30.0K
1,024
+31%
建仓
ORLY
OREILLY AUTOMOTIVE INC COM
+$30.0K
43
增持
ARKX
ARK SPACE EXPLORATION & INNOVATION ETF
+$29.0K
1,661
+1545%
增持
EFA
ISHARES MSCI EAFE ETF
+$29.0K
2,452
+16%
建仓
AMP
AMERIPRISE FINL INC COM
+$29.0K
97
增持
APD
AIR PRODS & CHEMS INC COM
+$28.0K
313
+20%
建仓
MCK
MCKESSON CORP COM
+$28.0K
112
增持
MMM
3M CO COM
+$28.0K
745
+25%
减持
KMB
KIMBERLY-CLARK CORP COM
-$27.0K
536
-32%
建仓
CE
CELANESE CORP DEL COM
+$26.0K
156
建仓
FAST
FASTENAL CO COM
+$26.0K
411
建仓
FRCB
FIRST REP BK SAN FRANCISCO CAL COM
+$26.0K
125
建仓
KRE
SPDR S&P REGIONAL BANKING ETF
+$25.0K
355
建仓
EXPD
EXPEDITORS INTL WASH INC COM
+$25.0K
185
增持
INTU
INTUIT COM
+$25.0K
40
+3900%
建仓
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
+$25.0K
550
增持
—
LAM RESEARCH CORP COM
+$24.0K
66
+61%
