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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 9
增持 34
减持 90
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$5.7M
117,218
+0%
增持
FBND
FIDELITY TOTAL BOND ETF
+$3.4M
414,936
+15%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$3.4M
585,975
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。
+4%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$2.9M
319,662
+4%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$2.6M
465,761
-10%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$1.6M
27,086
-39%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.3M
60,772
+8%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$1.2M
193,725
-3%
增持
FDVV
FIDELITY HIGH DIVIDEND ETF
+$975.9K
218,958
+2%
增持
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
+$960.9K
97,731
+0%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$876.0K
156,674
+6%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$840.5K
30,036
-35%
减持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
-$819.7K
34,153
-32%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$788.1K
26,367
+1%
减持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$766.3K
219,593
-12%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$676.5K
53,351
+10%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$667.8K
44,369
-25%
减持
FDRR
FIDELITY DIVIDEND ETF FOR RISING RATES
-$631.7K
38,865
-34%
减持
GSST
GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF
-$591.8K
3,380
-78%
清仓
—
ISHARES IBONDS DEC 2023 TERM TREASURY ETF
-$502.5K
0
-100%
增持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
+$472.5K
107,477
+5%
减持
MSFT
MICROSOFT CORP COM
+$369.8K
7,291
-3%
减持
AMGN
AMGEN INC COM
-$302.2K
2,770
-32%
增持
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
+$290.8K
23,902
+5%
减持
EMNT
PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND
-$287.9K
8,508
-26%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$287.0K
18,832
-23%
减持
PFE
PFIZER INC COM
-$284.3K
13,439
-34%
增持
VOO
VANGUARD S&P 500 ETF
+$251.4K
4,711
+2%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$244.3K
8,463
-29%
减持
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
-$204.3K
61,460
-15%
减持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
-$202.9K
20,070
-26%
减持
ACWX
ISHARES MSCI ACWI EX U.S. ETF
-$200.0K
465
-90%
增持
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
+$194.7K
51,851
+4%
减持
IUSV
ISHARES CORE S&P US VALUE ETF
-$186.5K
13,211
-24%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$168.1K
4,270
-29%
减持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$167.2K
37,251
-21%
减持
TSLA
TESLA INC COM
-$163.9K
711
-48%
增持
VB
VANGUARD SMALL-CAP ETF
+$157.7K
2,002
+40%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$155.2K
4,557
-5%
减持
PRFZ
INVESCO FTSE RAFI US 1500 SMALL-MID ETF
-$150.0K
6,800
-45%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$145.2K
4,664
+64%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$137.7K
5,506
-37%
减持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
-$129.0K
9,359
-32%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$119.9K
6,441
+4%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$119.2K
1,653
-43%
减持
AMZN
AMAZON COM INC COM
+$118.7K
6,297
-4%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$113.6K
2,081
-26%
增持
VO
VANGUARD MID-CAP ETF
+$111.7K
2,446
+11%
减持
XJH
ISHARES ESG SCREENED S&P MID-CAP ETF
-$106.1K
10,420
-29%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$101.8K
63,975
-5%
减持
COST
COSTCO WHSL CORP NEW COM
+$92.2K
1,047
-1%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$89.0K
35,358
-19%
清仓
VUSB
VANGUARD ULTRA-SHORT BOND ETF
-$88.0K
0
-100%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$85.7K
12,648
+40%
增持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
+$84.3K
16,826
+26%
减持
GWW
GRAINGER W W INC COM
-$77.8K
240
-40%
增持
INTC
INTEL CORP COM
+$75.1K
4,992
+1%
减持
ACWV
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF
-$70.5K
1,860
-31%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$63.2K
1,167
-38%
清仓
—
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF
-$62.9K
0
-100%
减持
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
-$61.7K
33,600
-3%
减持
CNRG
SPDR S&P KENSHO CLEAN POWER ETF
-$61.7K
1,165
-46%
清仓
—
MERRIMACK PHARMACEUTICALS INC COM NEW
-$61.6K
0
-100%
减持
FIW
FIRST TRUST WATER ETF
+$59.6K
23,308
-10%
清仓
DAL
DELTA AIR LINES INC DEL COM NEW
-$55.5K
0
-100%
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$55.3K
2,836
+15%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$54.7K
15,717
-7%
减持
AAPL
APPLE INC COM
+$50.4K
26,632
-10%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$49.6K
4,586
-0%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$48.8K
97,918
-4%
减持
TIP
ISHARES TIPS BOND ETF
-$47.3K
977
-33%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$46.1K
1,393
-31%
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$42.1K
15,502
-14%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$41.4K
1,773
+0%
减持
SKYY
FIRST TRUST CLOUD COMPUTING ETF
-$40.7K
371
-62%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$38.2K
304
+50%
减持
EFA
ISHARES MSCI EAFE ETF
+$38.1K
6,343
-1%
增持
XAR
SPDR S&P AEROSPACE & DEFENSE ETF
+$36.4K
1,512
+1%
增持
PAYX
PAYCHEX INC COM
+$36.2K
989
+40%
减持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
-$36.2K
5,612
-16%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$36.2K
20,657
-11%
增持
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
+$33.0K
15,103
+10%
清仓
TGNA
TEGNA INC COM
-$32.8K
0
-100%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$32.4K
2,534
-17%
增持
MTB
M & T BK CORP COM
+$30.4K
401
+106%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$29.2K
17,702
-0%
减持
—
EXXON MOBIL CORP COM
-$29.0K
1,295
-4%
增持
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
+$28.7K
2,650
+9%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$28.4K
2,429
+22%
减持
IHAK
ISHARES CYBERSECURITY & TECH ETF
-$27.2K
830
-51%
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$26.6K
3,400
-34%
清仓
TLK
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR
-$26.0K
0
-100%
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$24.9K
95
减持
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
-$24.4K
200
-83%
减持
RTX
RTX CORPORATION COM
-$23.8K
2,271
-24%
减持
—
AON PLC SHS CL A
-$21.6K
122
-31%
减持
LLY
ELI LILLY & CO COM
+$20.8K
836
-4%
清仓
—
AI POWERED EQUITY ETF
-$20.4K
0
-100%
清仓
FNCL
FIDELITY MSCI FINANCIALS INDEX ETF
-$20.2K
0
-100%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$18.6K
4,180
-3%
减持
HD
HOME DEPOT INC COM
+$18.4K
931
-8%
建仓
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
+$18.4K
1,384
减持
AOR
ISHARES CORE GROWTH ALLOCATION ETF
+$17.4K
6,207
-2%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$16.8K
503
-28%
减持
CVX
CHEVRON CORP NEW COM
-$16.4K
741
-2%
减持
CSCO
CISCO SYS INC COM
-$16.1K
2,777
-5%
减持
GD
GENERAL DYNAMICS CORP COM
-$15.7K
450
-25%
建仓
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
+$15.6K
154
减持
DIS
DISNEY WALT CO COM
-$14.2K
421
-35%
建仓
JCPB
JPMORGAN CORE PLUS BOND ETF
+$13.7K
291
减持
LMT
LOCKHEED MARTIN CORP COM
+$13.2K
390
-3%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$12.9K
6,680
+0%
减持
HON
HONEYWELL INTL INC COM
+$12.5K
635
-3%
减持
HAL
HALLIBURTON CO COM
-$12.4K
1,008
-16%
减持
DOV
DOVER CORP COM
-$11.3K
39
-69%
清仓
TNGX
TANGO THERAPEUTICS INC COM
-$11.3K
0
-100%
清仓
ITB
ISHARES U.S. HOME CONSTRUCTION ETF
-$11.2K
0
-100%
减持
CVS
CVS HEALTH CORP COM
+$11.2K
1,490
-2%
减持
RVT
ROYCE VALUE TR INC COM
+$10.8K
10,217
-5%
建仓
VV
VANGUARD LARGE-CAP ETF
+$10.5K
48
减持
EAOA
ISHARES ESG AWARE AGGRESSIVE ALLOCATION ETF
-$9.9K
681
-37%
减持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$9.2K
752
-7%
减持
ITW
ILLINOIS TOOL WKS INC COM
+$8.6K
419
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$8.5K
1,022
-3%
减持
—
MEDTRONIC PLC SHS
-$8.2K
110
-50%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$8.0K
6,276
-10%
清仓
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$7.8K
0
-100%
建仓
BLV
VANGUARD LONG-TERM BOND ETF
+$7.8K
105
减持
LIT
GLOBAL X LITHIUM & BATTERY TECH ETF
-$7.8K
300
-28%
减持
BOND
PIMCO ACTIVE BOND ETF
-$7.7K
2,485
-8%
清仓
BA
BOEING CO COM
-$7.7K
0
-100%
增持
BHB
BAR HBR BANKSHARES COM
+$7.6K
1,329
+0%
建仓
VGK
VANGUARD FTSE EUROPE ETF
+$7.6K
118
建仓
REET
ISHARES GLOBAL REIT ETF
+$7.6K
314
清仓
BWX
SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF
-$7.5K
0
-100%
建仓
GM
GENERAL MTRS CO COM
+$7.4K
207
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$7.3K
1,620
+1%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$7.0K
835
-3%
减持
TSCO
TRACTOR SUPPLY CO COM
-$7.0K
229
-17%
减持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
-$6.9K
12,062
-10%
减持
AVY
AVERY DENNISON CORP COM
-$6.8K
18
-68%
减持
NEE
NEXTERA ENERGY INC COM
-$6.5K
587
-20%
减持
APD
AIR PRODS & CHEMS INC COM
-$6.4K
160
-10%
减持
AOK
ISHARES CORE CONSERVATIVE ALLOCATION ETF
-$6.3K
643
-26%
清仓
ADM
ARCHER DANIELS MIDLAND CO COM
-$6.1K
0
-100%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$6.0K
504
+22%
清仓
EXPD
EXPEDITORS INTL WASH INC COM
-$6.0K
0
-100%
减持
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
-$5.8K
1,847
-17%
减持
MMM
3M CO COM
+$5.8K
491
-4%
清仓
MSCI
MSCI INC COM
-$5.6K
0
-100%
