小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 2
增持 21
减持 99
清仓 28
方向
标的
Δ市值
现股数(环比)
建仓
FBND
FIDELITY TOTAL BOND ETF
+$14.9M
331,597
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$11.0M
46,347
-67%
增持
IVV
ISHARES CORE S&P 500 ETF
+$9.2M
114,628
+13%
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
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$9.1M
290,865
+52%
建仓
FDVV
FIDELITY HIGH DIVIDEND ETF
+$8.2M
201,014
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$7.6M
76,678
-66%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$7.2M
510,340
-22%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$4.7M
135,916
+46%
减持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$4.4M
239,882
-38%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$3.3M
2,966
-92%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$2.7M
23,179
-70%
减持
EMNT
PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND
-$2.6M
12,709
-68%
清仓
BN
BROOKFIELD CORP CL A LTD VT SH
-$1.9M
0
-100%
减持
FDRR
FIDELITY DIVIDEND ETF FOR RISING RATES
-$1.8M
64,462
-42%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.8M
532,827
+8%
增持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
+$1.6M
100,018
+55%
减持
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
-$1.5M
2,227
-94%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$1.5M
70,440
-23%
减持
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
-$1.4M
44,999
-38%
减持
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
-$1.3M
73,858
-43%
增持
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
+$1.2M
23,271
+343%
减持
—
EXXON MOBIL CORP COM
-$962.5K
1,333
-86%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$927.3K
24,514
-33%
减持
XJH
ISHARES ESG SCREENED S&P MID-CAP ETF
-$816.3K
19,118
-57%
减持
AAPL
APPLE INC COM
-$728.1K
28,995
-17%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$720.9K
46,912
+29%
减持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
-$690.0K
1,790
-89%
减持
SPY
SPDR S&P 500 ETF TRUST
-$651.4K
442
-78%
清仓
TRS
TRIMAS CORP COM NEW
-$635.3K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$583.6K
53,127
-11%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$552.6K
16,940
-20%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$538.6K
4,821
-33%
清仓
BAM
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
-$503.3K
0
-100%
减持
CNRG
SPDR S&P KENSHO CLEAN POWER ETF
-$488.5K
2,178
-73%
减持
UNP
UNION PAC CORP COM
-$465.1K
62
-97%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$461.5K
199,392
-11%
减持
BOND
PIMCO ACTIVE BOND ETF
-$442.9K
2,951
-61%
减持
GSST
GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF
-$395.6K
19,794
-28%
清仓
—
LIBERTY MEDIA CORP DEL COM A SIRIUSXM
-$393.4K
0
-100%
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$366.2K
18,218
-23%
减持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
-$345.1K
6,657
-55%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$322.7K
54,510
-3%
减持
BGRN
ISHARES TRUST ISHARES USD GREEN BOND ETF
-$312.1K
504
-93%
减持
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
+$281.9K
103,032
-5%
减持
NSC
NORFOLK SOUTHN CORP COM
-$274.3K
136
-91%
减持
PG
PROCTER AND GAMBLE CO COM
-$257.2K
1,565
-51%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$249.0K
48,571
-9%
减持
PFE
PFIZER INC COM
-$224.4K
22,894
-14%
清仓
MELI
MERCADOLIBRE INC COM
-$213.3K
0
-100%
减持
RTX
RTX CORPORATION COM
-$208.1K
2,984
-36%
减持
SUSC
ISHARES ESG AWARE USD CORPORATE BOND ETF
-$208.1K
100
-99%
减持
KMB
KIMBERLY-CLARK CORP COM
-$207.7K
503
-73%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$203.6K
1,169
-68%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$199.9K
9,053
+4111%
增持
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
+$198.7K
13,730
+158%
减持
BA
BOEING CO COM
-$197.1K
40
-96%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$195.9K
2,343
-27%
减持
TRV
TRAVELERS COMPANIES INC COM
-$190.9K
67
-94%
增持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
+$187.7K
13,318
+161%
减持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
-$184.5K
51,934
-6%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$178.1K
96,921
+3%
增持
VO
VANGUARD MID-CAP ETF
+$169.6K
2,061
+50%
清仓
MA
MASTERCARD INCORPORATED CL A
-$162.7K
0
-100%
增持
AMGN
AMGEN INC COM
+$159.2K
4,260
+7%
减持
LQDH
ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF
-$147.0K
870
-65%
减持
VB
VANGUARD SMALL-CAP ETF
-$141.6K
1,425
-38%
清仓
BP
BP PLC SPONSORED ADR
-$139.9K
0
-100%
减持
DE
DEERE & CO COM
-$132.7K
195
-66%
清仓
SPYX
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
-$129.7K
0
-100%
清仓
CLNE
CLEAN ENERGY FUELS CORP COM
-$127.7K
0
-100%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$126.0K
160
-88%
减持
AMZN
AMAZON COM INC COM
+$120.0K
6,434
-13%
减持
JPM
JPMORGAN CHASE & CO COM
-$117.9K
2,565
-32%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$113.1K
1,771
-40%
减持
FIW
FIRST TRUST WATER ETF
-$112.3K
26,322
-13%
减持
VOO
VANGUARD S&P 500 ETF
-$104.3K
4,600
-12%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$102.7K
6,050
+4%
减持
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
-$96.4K
40
-98%
减持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
-$95.3K
3,304
-37%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$93.9K
871
-16%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$91.9K
25,785
-8%
减持
T
AT&T INC COM
-$90.8K
2,833
-62%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$90.7K
668
-57%
清仓
PICK
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
-$89.9K
0
-100%
清仓
C
CITIGROUP INC COM NEW
-$89.6K
0
-100%
减持
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
-$88.0K
50,725
-8%
清仓
SLDP
SOLID POWER INC CLASS A COM
-$83.4K
0
-100%
清仓
TER
TERADYNE INC COM
-$77.1K
0
-100%
减持
SWK
STANLEY BLACK & DECKER INC COM
-$75.5K
43
-95%
清仓
PSA
PUBLIC STORAGE COM
-$75.5K
0
-100%
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$75.3K
7,000
-30%
减持
EAOR
ISHARES ESG AWARE GROWTH ALLOCATION ETF
-$70.5K
60
-98%
减持
AOR
ISHARES CORE GROWTH ALLOCATION ETF
-$68.8K
6,402
-19%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$67.4K
3,960
-6%
减持
AOK
ISHARES CORE CONSERVATIVE ALLOCATION ETF
-$67.1K
643
-75%
减持
ADI
ANALOG DEVICES INC COM
-$66.2K
29
-93%
减持
OTIS
OTIS WORLDWIDE CORP COM
-$66.0K
625
-56%
清仓
AXON
AXON ENTERPRISE INC COM
-$65.3K
0
-100%
减持
MRK
MERCK & CO INC COM
-$63.9K
507
-50%
减持
WMT
WALMART INC COM
-$63.3K
104
-80%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$60.7K
8,705
-11%
减持
IUSV
ISHARES CORE S&P US VALUE ETF
+$59.7K
16,447
-2%
清仓
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$58.8K
0
-100%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$58.5K
81
-89%
减持
INTC
INTEL CORP COM
-$56.0K
4,871
-33%
清仓
SE
SEA LTD SPONSORD ADS
-$54.8K
0
-100%
减持
NEE
NEXTERA ENERGY INC COM
-$52.3K
609
-50%
减持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$52.0K
50,987
-5%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$51.8K
6,669
-18%
清仓
USO
UNITED STATES OIL FUND LP
-$51.0K
0
-100%
清仓
KEY
KEYCORP COM
-$50.7K
0
-100%
减持
SDG
ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF
-$49.5K
326
-65%
增持
KMI
KINDER MORGAN INC DEL COM
+$48.9K
2,981
+1469%
增持
PRFZ
INVESCO FTSE RAFI US 1500 SMALL-MID ETF
+$48.0K
12,275
+400%
减持
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
-$47.7K
288
-64%
减持
SKYY
FIRST TRUST CLOUD COMPUTING ETF
-$46.9K
1,049
-48%
增持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$46.8K
11,288
+9%
减持
TSLA
TESLA INC COM
+$46.6K
1,361
-24%
增持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
-$46.5K
29,842
+3%
增持
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
+$46.5K
2,499
+34%
清仓
—
NOVOCURE LTD ORD SHS
-$46.5K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW COM
-$46.3K
0
-100%
清仓
GLD
SPDR GOLD SHARES
-$46.2K
0
-100%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$46.1K
1,452
-53%
减持
DHR
DANAHER CORPORATION COM
-$45.6K
8
-96%
减持
ABBV
ABBVIE INC COM
-$45.2K
1,123
-20%
减持
—
BLACKROCK INC COM
-$45.1K
70
-50%
减持
ZTS
ZOETIS INC CL A
-$45.0K
299
-48%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$44.6K
66
-90%
清仓
FLGT
FULGENT GENETICS INC COM
-$44.5K
0
-100%
减持
TD
TORONTO DOMINION BK ONT COM NEW
-$43.1K
644
-54%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$43.1K
7,007
+0%
减持
V
VISA INC COM CL A
-$43.0K
1,008
-17%
减持
FENY
FIDELITY MSCI ENERGY INDEX ETF
-$42.7K
209
-90%
清仓
CAC
CAMDEN NATL CORP COM
-$41.9K
0
-100%
减持
INTF
ISHARES INTERNATIONAL EQUITY FACTOR ETF
-$41.0K
304
-83%
减持
PEP
PEPSICO INC COM
-$40.8K
2,183
-6%
减持
WM
WASTE MGMT INC DEL COM
-$40.8K
680
-24%
清仓
VFC
V F CORP COM
-$39.0K
0
-100%
减持
META
META PLATFORMS INC CL A
+$38.9K
811
-9%
减持
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$38.6K
545
-65%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$38.3K
766
-11%
清仓
CRWD
CROWDSTRIKE HLDGS INC CL A
-$38.1K
0
-100%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$36.9K
2,301
-26%
清仓
BL
BLACKLINE INC COM
-$36.3K
0
-100%
清仓
WD
WALKER & DUNLOP INC COM
-$36.1K
0
-100%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$35.4K
38
-82%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$35.2K
2,331
+1%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$34.5K
2,590
-15%
减持
VDE
VANGUARD ENERGY ETF
-$33.4K
97
-75%
