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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 3
增持 24
减持 111
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
JCPB
JPMORGAN CORE PLUS BOND ETF JPMORGAN CORE PLUS BOND FUND
+$12.8M
275,160
+94457%
减持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$6.0M
17,214
-92%
增持
FBND
FIDELITY TOTAL BOND ETF
+$6.0M
553,988
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。
+34%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$5.4M
378,984
+19%
减持
IVV
ISHARES CORE S&P 500 ETF
+$4.5M
114,958
-2%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND
-$3.9M
386,566
-17%
增持
FDVV
FIDELITY HIGH DIVIDEND ETF
+$3.9M
289,390
+32%
增持
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
+$1.5M
102,958
+5%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$1.3M
18,918
-57%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$1.2M
182,538
-6%
减持
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
-$1.1M
16,334
-73%
减持
AAPL
APPLE INC COM
-$990.1K
24,127
-9%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$982.0K
17,803
-34%
减持
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
-$736.1K
18,907
-44%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$692.0K
10,876
-31%
减持
FIW
FIRST TRUST WATER ETF
-$646.2K
15,312
-34%
增持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
+$613.3K
122,063
+14%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$587.2K
161,405
+3%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$586.6K
129,968
+393%
增持
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
+$579.9K
29,371
+23%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND
-$574.1K
18,619
-38%
增持
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
+$566.9K
62,503
+21%
减持
FDRR
FIDELITY DIVIDEND ETF FOR RISING RATES
-$520.0K
25,488
-34%
减持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
-$382.9K
26,178
-23%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$338.0K
23,713
-33%
减持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
-$327.7K
11,607
-42%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$317.7K
13,940
-26%
减持
EMNT
PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND PIMCO ENHANCE
-$277.0K
5,640
-34%
减持
AMGN
AMGEN INC COM
-$276.7K
1,833
-34%
减持
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
-$274.0K
23,140
-32%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$273.9K
53,861
+1%
建仓
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
+$244.4K
11,028
减持
MSFT
MICROSOFT CORP COM
+$237.0K
7,080
-3%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$223.0K
101,970
+4%
增持
VOO
VANGUARD S&P 500 ETF
+$207.3K
4,712
+0%
减持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
-$202.9K
799
-86%
减持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$187.2K
30,511
-18%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$178.3K
2,738
-36%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$172.0K
57,669
-10%
减持
AMZN
AMAZON COM INC COM
+$166.8K
6,229
-1%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$160.4K
1,123
-46%
减持
JPIE
JPMORGAN INCOME ETF
-$155.4K
1,185
-74%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$150.6K
2,419
-0%
减持
AOR
ISHARES CORE GROWTH ALLOCATION ETF
-$150.3K
3,231
-48%
减持
PFE
PFIZER INC COM
-$147.7K
8,620
-36%
增持
RTX
RTX CORPORATION COM
+$146.3K
3,459
+52%
减持
NUV
NUVEEN MUN VALUE FD INC COM
-$145.6K
5,706
-75%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$145.2K
2,465
-47%
减持
LLY
ELI LILLY & CO COM
+$139.2K
806
-4%
减持
XJH
ISHARES ESG SCREENED S&P MID-CAP ETF
-$134.0K
6,306
-39%
减持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
-$120.3K
7,979
-34%
减持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
-$114.6K
6,049
-35%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$97.7K
7,206
-15%
减持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
-$93.8K
1,480
-40%
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$91.5K
12,718
-18%
增持
VO
VANGUARD MID-CAP ETF
+$89.6K
2,636
+8%
增持
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
+$85.7K
3,658
+38%
减持
GSST
GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF
-$85.2K
1,666
-51%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$83.5K
4,391
-4%
减持
IUSV
ISHARES CORE S&P US VALUE ETF
-$74.8K
11,491
-13%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$71.0K
1,826
-36%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$70.9K
63
-79%
减持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
-$65.4K
14,046
-17%
减持
JPM
JPMORGAN CHASE & CO COM
+$62.7K
2,413
-2%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$59.4K
560,646
-4%
减持
NVG
NUVEEN AMT FREE MUN CR INC FD COM
-$58.8K
799
-86%
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$58.0K
1,250
-63%
减持
—
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
-$54.1K
543
-80%
增持
VB
VANGUARD SMALL-CAP ETF
+$53.2K
2,102
+5%
减持
HWM
HOWMET AEROSPACE INC COM
+$53.2K
10,000
-14%
减持
COST
COSTCO WHSL CORP NEW COM
+$52.5K
1,015
-3%
减持
INTC
INTEL CORP COM
-$50.6K
4,534
-9%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$49.9K
6,221
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$48.8K
1,774
+0%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$45.0K
1,508
-38%
减持
KRBN
KRANESHARES GLOBAL CARBON STRATEGY ETF
-$43.7K
393
-74%
减持
TIP
ISHARES TIPS BOND ETF
-$43.0K
577
-41%
清仓
MFEM
PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF
-$42.2K
0
-100%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$38.0K
59,868
-1%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$36.4K
4,110
-2%
减持
BHB
BAR HBR BANKSHARES COM
-$35.4K
137
-90%
减持
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
-$33.7K
13,646
-10%
减持
—
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF
-$33.7K
700
-66%
减持
ICLN
ISHARES GLOBAL CLEAN ENERGY ETF
-$32.4K
1,741
-52%
增持
CWST
CASELLA WASTE SYS INC CL A
+$30.0K
1,600
+7%
减持
HD
HOME DEPOT INC COM
+$29.5K
918
-1%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$28.5K
1,352
-18%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$27.2K
13,928
+10%
增持
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$27.2K
18,452
+4%
清仓
IWB
ISHARES RUSSELL 1000 ETF
-$24.9K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
-$24.8K
1,781
-9%
减持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$24.8K
7,502
-0%
减持
WFC
WELLS FARGO CO NEW COM
-$23.6K
681
-47%
减持
EFA
ISHARES MSCI EAFE ETF
+$22.3K
6,264
-1%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$21.9K
1,599
-1%
减持
CI
THE CIGNA GROUP COM
+$20.3K
590
-9%
减持
PG
PROCTER AND GAMBLE CO COM
+$20.2K
1,538
-2%
增持
XAR
SPDR S&P AEROSPACE & DEFENSE ETF
+$20.2K
1,601
+6%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$20.0K
352
-30%
减持
WM
WASTE MGMT INC DEL COM
+$18.9K
660
-3%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$18.5K
106
+179%
清仓
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
-$18.4K
0
-100%
减持
CNRG
SPDR S&P KENSHO CLEAN POWER ETF
-$18.2K
1,009
-13%
减持
GE
GE AEROSPACE COM NEW
-$18.2K
286
-47%
减持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
-$17.9K
2,579
-13%
减持
MMM
3M CO COM
-$17.5K
341
-31%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$16.6K
1,182
+1%
减持
VHT
VANGUARD HEALTH CARE ETF
-$16.5K
194
-29%
减持
—
EXXON MOBIL CORP COM
+$16.4K
1,255
-3%
减持
MCD
MCDONALDS CORP COM
-$15.9K
830
-2%
减持
ARTY
ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF
-$15.7K
405
-53%
减持
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
-$15.2K
10,051
-4%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$15.1K
518
-2%
减持
BGRN
ISHARES TRUST ISHARES USD GREEN BOND ETF
-$14.0K
198
-60%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$13.6K
2,483
-2%
减持
VTV
VANGUARD VALUE ETF
-$12.3K
85
-51%
清仓
SCHH
SCHWAB U.S. REIT ETF
-$11.5K
0
-100%
减持
ADBE
ADOBE INC COM
-$11.2K
44
-21%
清仓
WEC
WEC ENERGY GROUP INC COM
-$10.5K
0
-100%
清仓
VV
VANGUARD LARGE-CAP ETF
-$10.5K
0
-100%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$10.4K
850
-11%
减持
AOK
ISHARES CORE CONSERVATIVE ALLOCATION ETF
-$9.7K
368
-43%
建仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$8.9K
148
减持
EAOA
ISHARES ESG AWARE AGGRESSIVE ALLOCATION ETF
-$8.7K
385
-43%
减持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
-$8.5K
65
-58%
减持
VUG
VANGUARD GROWTH ETF
-$8.5K
100
-28%
减持
MRK
MERCK & CO INC COM
+$8.4K
536
-6%
减持
LIT
GLOBAL X LITHIUM & BATTERY TECH ETF
-$8.3K
155
-48%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$8.1K
5,486
-13%
清仓
BLV
VANGUARD LONG-TERM BOND ETF
-$7.8K
0
-100%
减持
SDG
ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF
-$7.8K
237
-27%
减持
TAN
INVESCO SOLAR ETF
-$7.7K
180
-39%
清仓
VGK
VANGUARD FTSE EUROPE ETF
-$7.6K
0
-100%
清仓
REET
ISHARES GLOBAL REIT ETF
-$7.6K
0
-100%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$6.7K
168
-32%
减持
PAYX
PAYCHEX INC COM
-$6.2K
908
-8%
清仓
GLW
CORNING INC COM
-$5.9K
0
-100%
清仓
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-$5.8K
0
-100%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
-$5.1K
94
-47%
建仓
RDDT
REDDIT INC CL A
+$4.9K
100
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$4.8K
1,352
-7%
减持
AJG
GALLAGHER ARTHUR J & CO COM
-$4.8K
41
-39%
清仓
NUE
NUCOR CORP COM
-$4.7K
0
-100%
减持
UNP
UNION PAC CORP COM
-$4.2K
74
-19%
减持
AOM
ISHARES CORE MODERATE ALLOCATION ETF
-$4.1K
510
-18%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$3.9K
19,081
-8%
减持
AMP
AMERIPRISE FINL INC COM
-$3.8K
26
-35%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$3.8K
413
-18%
减持
TXN
TEXAS INSTRS INC COM
-$3.8K
90
-21%
减持
O
REALTY INCOME CORP COM
-$3.7K
67
-48%
