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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 16
增持 65
减持 59
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
-$1.4M
117,122
+2%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$1.4M
148,262
+9%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$910.3K
59,057
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。
-23%
减持
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
-$856.2K
97,501
-5%
增持
FBND
FIDELITY TOTAL BOND ETF
+$783.6K
360,244
+9%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$668.8K
306,916
+6%
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$601.3K
200,452
+1%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$543.5K
44,691
-4%
减持
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
-$506.1K
34,810
-23%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$453.4K
518,358
+2%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$377.2K
26,146
+1%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$376.6K
67,563
-4%
减持
FDRR
FIDELITY DIVIDEND ETF FOR RISING RATES
-$375.6K
58,793
-9%
增持
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
+$350.6K
10,571
+375%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$310.4K
56,374
+3%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$308.3K
43,877
-17%
减持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
-$280.2K
50,001
-4%
减持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$272.4K
47,045
-8%
减持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
-$251.9K
7,522
-33%
增持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
+$241.2K
249,172
+4%
减持
GSST
GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF
-$225.7K
15,236
-23%
减持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
-$216.1K
26,977
-10%
减持
FIW
FIRST TRUST WATER ETF
-$212.9K
25,982
-1%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$200.9K
46,525
-4%
减持
XJH
ISHARES ESG SCREENED S&P MID-CAP ETF
-$195.8K
14,738
-23%
清仓
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$169.6K
0
-100%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$145.2K
16,884
-0%
减持
PFE
PFIZER INC COM
-$144.8K
20,235
-12%
减持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
-$139.7K
13,347
-22%
增持
AAPL
APPLE INC COM
-$136.2K
29,654
+2%
减持
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
-$131.9K
49,638
-2%
减持
EMNT
PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND
-$121.7K
11,425
-10%
清仓
—
ROYAL CARIBBEAN GROUP COM
-$106.2K
0
-100%
增持
FDVV
FIDELITY HIGH DIVIDEND ETF
+$96.4K
214,606
+7%
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$94.7K
18,118
-1%
减持
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
-$94.1K
22,839
-2%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$88.2K
565,070
+6%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$87.7K
2,828
-3%
清仓
—
ARCONIC CORPORATION COM
-$87.2K
0
-100%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$82.3K
4,776
-1%
增持
GOOG
ALPHABET INC CAP STK CL C
+$75.2K
2,670
+27%
减持
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
-$69.3K
37,058
-3%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$68.0K
23,177
-0%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$66.7K
1,878
-19%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$65.3K
24,422
-0%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$65.2K
284
+306%
增持
MSFT
MICROSOFT CORP COM
+$64.1K
7,512
+6%
减持
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
-$62.3K
71,889
-3%
增持
AMZN
AMAZON COM INC COM
-$62.3K
6,593
+2%
增持
HD
HOME DEPOT INC COM
+$59.7K
1,007
+35%
增持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
+$59.0K
13,826
+22%
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$58.3K
5,150
-26%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$53.6K
48,512
+3%
增持
DHR
DANAHER CORPORATION COM
+$53.5K
224
+2700%
减持
TIP
ISHARES TIPS BOND ETF
-$53.1K
1,468
-24%
建仓
IDXX
IDEXX LABS INC COM
+$52.5K
120
增持
CDW
CDW CORP COM
+$52.2K
291
+809%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$49.9K
1,055
+21%
增持
AVGO
BROADCOM INC COM
+$48.9K
128
+97%
增持
V
VISA INC COM CL A
+$46.8K
1,252
+24%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$45.1K
858
+12%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$45.0K
4,320
+9%
建仓
MPC
MARATHON PETE CORP COM
+$43.1K
285
增持
RTX
RTX CORPORATION COM
-$42.4K
2,986
+0%
增持
COST
COSTCO WHSL CORP NEW COM
+$42.2K
1,060
+6%
减持
JPM
JPMORGAN CHASE & CO COM
-$41.2K
2,473
-4%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$40.9K
3,061
+18%
建仓
AZO
AUTOZONE INC COM
+$38.1K
15
建仓
MA
MASTERCARD INCORPORATED CL A
+$37.6K
95
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$36.9K
6,043
-0%
建仓
AME
AMETEK INC COM
+$36.5K
247
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$35.0K
101,832
+5%
增持
—
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF
+$33.6K
2,055
+194%
建仓
TGNA
TEGNA INC COM
+$32.8K
2,250
增持
—
LAM RESEARCH CORP COM
+$31.5K
419
+26%
减持
QCLN
FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND
-$31.3K
754
-41%
减持
SLV
ISHARES SILVER TRUST
-$31.2K
1,974
-42%
减持
ABBV
ABBVIE INC COM
-$30.4K
923
-18%
减持
BOND
PIMCO ACTIVE BOND ETF
-$30.0K
2,701
-8%
清仓
NSC
NORFOLK SOUTHN CORP COM
-$29.9K
0
-100%
增持
SPGI
S&P GLOBAL INC COM
+$29.3K
169
+101%
建仓
LHX
L3HARRIS TECHNOLOGIES INC COM
+$27.0K
155
减持
CNRG
SPDR S&P KENSHO CLEAN POWER ETF
-$25.1K
2,153
-1%
建仓
HPQ
HP INC COM
+$24.5K
955
增持
DHI
D R HORTON INC COM
+$23.9K
303
+346%
增持
MCD
MCDONALDS CORP COM
+$22.3K
843
+22%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$22.0K
769
+63%
减持
LIT
GLOBAL X LITHIUM & BATTERY TECH ETF
-$21.6K
418
-41%
增持
HON
HONEYWELL INTL INC COM
+$21.2K
653
+23%
增持
GD
GENERAL DYNAMICS CORP COM
+$20.3K
600
+20%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$20.3K
1,985
-14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$19.0K
2,487
+6%
增持
—
AON PLC SHS CL A
+$18.7K
176
+44%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$17.3K
7,006
-0%
减持
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
-$16.8K
100
-90%
减持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
-$16.5K
2,958
-10%
增持
—
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
+$15.8K
2,728
+31%
清仓
PTON
PELOTON INTERACTIVE INC CL A COM
-$15.5K
0
-100%
减持
AOR
ISHARES CORE GROWTH ALLOCATION ETF
-$15.4K
6,329
-1%
增持
—
EXXON MOBIL CORP COM
+$14.9K
1,348
+1%
减持
RVT
ROYCE VALUE TR INC COM
-$14.6K
10,717
-1%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$13.7K
6,672
+0%
增持
PG
PROCTER AND GAMBLE CO COM
-$13.2K
1,595
+2%
减持
ICLN
ISHARES GLOBAL CLEAN ENERGY ETF
-$13.0K
4,071
-5%
减持
DIS
DISNEY WALT CO COM
-$12.6K
644
-12%
增持
IUSV
ISHARES CORE S&P US VALUE ETF
-$12.6K
17,429
+6%
增持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
-$12.4K
102,837
+3%
增持
LMT
LOCKHEED MARTIN CORP COM
-$11.7K
400
+3%
增持
COP
CONOCOPHILLIPS COM
+$11.6K
333
+36%
减持
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
-$11.5K
2,430
-3%
增持
NVDA
NVIDIA CORPORATION COM
+$11.5K
548
+8%
建仓
ITB
ISHARES U.S. HOME CONSTRUCTION ETF
+$11.2K
143
增持
MCK
MCKESSON CORP COM
+$11.0K
41
+156%
减持
AMGN
AMGEN INC COM
-$11.0K
4,093
-4%
建仓
ORLY
OREILLY AUTOMOTIVE INC COM
+$10.9K
12
减持
TSCO
TRACTOR SUPPLY CO COM
-$10.2K
277
-8%
清仓
MAS
MASCO CORP COM
-$9.9K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$9.8K
1,772
+0%
增持
TJX
TJX COS INC NEW COM
+$9.4K
1,258
+6%
增持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$9.2K
2,031
+4%
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$9.1K
2,472
+0%
清仓
JSML
JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF
-$9.1K
0
-100%
增持
HAL
HALLIBURTON CO COM
+$8.7K
1,205
+20%
增持
CVX
CHEVRON CORP NEW COM
+$8.7K
753
+2%
增持
AMP
AMERIPRISE FINL INC COM
+$8.3K
40
+186%
减持
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$8.3K
409
-25%
清仓
INTF
ISHARES INTERNATIONAL EQUITY FACTOR ETF
-$8.2K
0
-100%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$8.1K
11,964
+0%
减持
SPHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
-$7.9K
451
-26%
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$7.7K
260
-49%
减持
SKYY
FIRST TRUST CLOUD COMPUTING ETF
-$7.7K
964
-8%
增持
DOV
DOVER CORP COM
+$7.4K
124
+80%
增持
AVY
AVERY DENNISON CORP COM
+$7.1K
57
+217%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$7.1K
2,911
-2%
增持
AOK
ISHARES CORE CONSERVATIVE ALLOCATION ETF
+$6.9K
869
+35%
减持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
-$6.9K
1,035
-17%
增持
EFA
ISHARES MSCI EAFE ETF
+$6.7K
6,382
+7%
建仓
EW
EDWARDS LIFESCIENCES CORP COM
+$6.6K
95
建仓
PGR
PROGRESSIVE CORP COM
+$6.5K
47
建仓
BKNG
BOOKING HOLDINGS INC COM
+$6.2K
2
清仓
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
-$6.2K
0
-100%
建仓
ADM
ARCHER DANIELS MIDLAND CO COM
+$6.1K
81
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$6.0K
462
-35%
建仓
EXPD
EXPEDITORS INTL WASH INC COM
+$6.0K
52
增持
SNA
SNAP ON INC COM
+$5.7K
76
+52%
建仓
MSCI
MSCI INC COM
+$5.6K
11
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$5.4K
273
-53%
清仓
—
TOPBUILD CORP COM
-$5.4K
0
-100%
增持
INTC
INTEL CORP COM
+$5.2K
4,945
+2%
减持
EAOA
ISHARES ESG AWARE AGGRESSIVE ALLOCATION ETF
-$5.2K
1,080
-10%
