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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 12
增持 34
减持 70
清仓 34
方向
标的
Δ市值
现股数(环比)
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$8.9M
54,467
+424%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$4.1M
421,210
+6%
减持
IVV
ISHARES CORE S&P 500 ETF
-$4.0M
104,737
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。
-11%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$3.1M
92,035
-25%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.9M
598,046
+3%
增持
FBND
FIDELITY TOTAL BOND ETF
+$2.4M
626,645
+5%
增持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
+$2.0M
81,499
+384%
建仓
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$1.9M
23,272
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$1.6M
319,162
+8%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$1.4M
184,708
+7%
增持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
+$1.3M
164,385
+15%
增持
FDVV
FIDELITY HIGH DIVIDEND ETF
+$1.2M
302,338
+0%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$1.2M
69,294
+17%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$599.1K
406,096
+2%
增持
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
+$569.9K
74,295
+11%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$454.2K
105,555
+2%
清仓
—
LAM RESEARCH CORP COM
-$446.2K
0
-100%
增持
FIW
FIRST TRUST WATER ETF
+$419.5K
17,290
+18%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$363.8K
58,909
-4%
减持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
-$356.2K
1,020
-79%
建仓
LRCX
LAM RESEARCH CORP COM NEW
+$341.9K
419
增持
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$258.8K
25,066
+29%
增持
VO
VANGUARD MID-CAP ETF
+$233.8K
3,471
+23%
减持
AAPL
APPLE INC COM
+$226.3K
22,544
-6%
增持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$211.7K
28,505
+12%
增持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
+$206.6K
9,490
+46%
增持
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
+$203.5K
34,231
+6%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$201.3K
166
-68%
减持
ICSH
ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF
-$193.7K
10,995
-26%
减持
MSFT
MICROSOFT CORP COM
-$192.9K
6,698
-3%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$190.3K
182,206
-3%
建仓
EBC
EASTERN BANKSHARES INC COM
+$162.5K
9,912
减持
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
+$159.5K
103,787
-3%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$146.1K
552
+1353%
减持
FDRR
FIDELITY DIVIDEND ETF FOR RISING RATES
-$143.8K
10,133
-27%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$141.5K
9,142
-25%
清仓
—
CAMBRIDGE BANCORP COM
-$138.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$130.5K
2,274
+1%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$129.2K
2,986
-33%
减持
VOO
VANGUARD S&P 500 ETF
-$121.4K
4,236
-10%
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$113.2K
9,622
-21%
建仓
BLK
BLACKROCK INC COM
+$110.1K
116
减持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
-$106.2K
15,607
-14%
增持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
+$103.0K
13,398
+48%
清仓
—
BLACKROCK INC COM
-$91.3K
0
-100%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$86.3K
9,584
-19%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$76.6K
13,433
-13%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$70.8K
4,123
-0%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$62.1K
4,141
-5%
减持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
-$61.1K
2,581
-44%
增持
RTX
RTX CORPORATION COM
+$61.1K
2,937
+0%
减持
VB
VANGUARD SMALL-CAP ETF
-$59.2K
1,829
-19%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$57.6K
123,020
-5%
减持
LLY
ELI LILLY & CO COM
-$57.4K
750
-6%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$55.6K
7,272
+9%
清仓
VNQ
VANGUARD REAL ESTATE ETF
-$54.4K
0
-100%
减持
EMNT
PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND
-$53.1K
4,050
-12%
减持
JPIE
JPMORGAN INCOME ETF
-$52.9K
1,000
-54%
减持
GSST
GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF
-$50.2K
466
-68%
清仓
MPC
MARATHON PETE CORP COM
-$49.4K
0
-100%
建仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$47.5K
420
清仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$46.4K
0
-100%
减持
INTC
INTEL CORP COM
-$44.2K
2,523
-24%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$42.9K
1,255
-20%
清仓
AME
AMETEK INC COM
-$41.2K
0
-100%
清仓
SCHM
SCHWAB U.S. MID-CAP ETF
-$40.6K
0
-100%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$37.6K
11,600
-13%
减持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$37.2K
7,478
-0%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$36.9K
45,814
-7%
减持
PEP
PEPSICO INC COM
-$34.9K
2,236
-11%
清仓
LHX
L3HARRIS TECHNOLOGIES INC COM
-$34.8K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP COM
+$34.2K
430
-8%
清仓
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$33.0K
0
-100%
清仓
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$32.0K
0
-100%
减持
HUM
HUMANA INC COM
-$31.9K
284
-13%
减持
COST
COSTCO WHSL CORP NEW COM
+$29.2K
940
-1%
减持
DE
DEERE & CO COM
-$28.8K
195
-34%
减持
ABBV
ABBVIE INC COM
-$26.7K
710
-27%
清仓
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$25.7K
0
-100%
建仓
CMCO
COLUMBUS MCKINNON CORP N Y COM
+$25.0K
695
减持
XAR
SPDR S&P AEROSPACE & DEFENSE ETF
+$23.9K
1,520
-1%
减持
AOR
ISHARES CORE GROWTH ALLOCATION ETF
-$23.3K
1,309
-27%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$22.8K
654
-7%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$22.0K
12,746
-11%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$21.3K
2,567
+4%
清仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-$20.6K
0
-100%
减持
GIS
GENERAL MLS INC COM
-$20.0K
72
-82%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$19.6K
6,768
-6%
增持
T
AT&T INC COM
+$19.3K
3,968
+11%
减持
WFC
WELLS FARGO CO NEW COM
-$19.0K
379
-44%
减持
TIP
ISHARES TIPS BOND ETF
-$18.9K
331
-36%
减持
COP
CONOCOPHILLIPS COM
-$18.3K
150
-50%
清仓
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
-$18.3K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$18.2K
15,859
-6%
减持
V
VISA INC COM CL A
+$17.9K
1,542
-0%
减持
—
EXXON MOBIL CORP COM
-$17.6K
1,169
-13%
增持
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
+$17.5K
3,653
+1%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$17.1K
980
-11%
减持
AXP
AMERICAN EXPRESS CO COM
+$16.9K
660
-6%
减持
SHW
SHERWIN WILLIAMS CO COM
+$16.8K
220
-2%
减持
JNJ
JOHNSON & JOHNSON COM
+$16.7K
1,530
-3%
增持
AVGO
BROADCOM INC COM
+$16.2K
1,360
+900%
增持
AMZN
AMAZON COM INC COM
-$15.4K
6,412
+2%
建仓
XLE
ENERGY SELECT SECTOR SPDR FUND
+$15.4K
175
减持
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
-$14.7K
12,688
-7%
增持
PAYX
PAYCHEX INC COM
+$14.4K
911
+0%
清仓
MLPA
GLOBAL X MLP ETF
-$14.1K
0
-100%
减持
IUSV
ISHARES CORE S&P US VALUE ETF
-$13.4K
7,795
-9%
清仓
EAOA
ISHARES ESG AWARE AGGRESSIVE ALLOCATION ETF
-$13.4K
0
-100%
建仓
—
TE CONNECTIVITY PLC ORD SHS
+$12.5K
83
清仓
NUE
NUCOR CORP COM
-$12.5K
0
-100%
清仓
—
TE CONNECTIVITY LTD SHS
-$12.5K
0
-100%
减持
DHR
DANAHER CORPORATION COM
+$12.4K
476
-1%
清仓
VDE
VANGUARD ENERGY ETF
-$12.4K
0
-100%
建仓
TTEK
TETRA TECH INC NEW COM
+$11.8K
250
清仓
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
-$11.6K
0
-100%
减持
PFE
PFIZER INC COM
-$11.4K
5,062
-10%
增持
MTB
M & T BK CORP COM
+$11.3K
242
+15%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$11.2K
162
+116%
清仓
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
-$11.1K
0
-100%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$10.8K
1,634
-11%
增持
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
+$10.7K
21,778
+0%
减持
CSCO
CISCO SYS INC COM
-$9.8K
1,833
-19%
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$9.5K
150
-73%
减持
NXST
NEXSTAR MEDIA GROUP INC COMMON STOCK
-$9.3K
240
-19%
清仓
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$9.2K
0
-100%
减持
CME
CME GROUP INC COM
+$8.9K
450
-2%
清仓
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$8.8K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP COM
-$8.8K
0
-100%
减持
ZTS
ZOETIS INC CL A
-$8.8K
74
-45%
建仓
NXTG
FIRST TRUST INDXX NEXTG ETF
+$8.7K
100
清仓
—
MEDTRONIC PLC SHS
-$8.7K
0
-100%
清仓
VFH
VANGUARD FINANCIALS ETF
-$8.4K
0
-100%
减持
FDX
FEDEX CORP COM
-$8.4K
90
-18%
增持
KMI
KINDER MORGAN INC DEL COM
+$8.0K
3,223
+1%
清仓
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-$7.8K
0
-100%
清仓
VAW
VANGUARD MATERIALS ETF
-$7.7K
0
-100%
清仓
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$7.6K
0
-100%
清仓
BAMG
BROOKSTONE GROWTH STOCK ETF
-$7.5K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$7.4K
210
-20%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$7.3K
197
-14%
建仓
OLN
OLIN CORP COM PAR $1
+$7.2K
150
清仓
VCR
VANGUARD CONSUMER DISCRETIONARY ETF
-$7.2K
0
-100%
清仓
BAMV
BROOKSTONE VALUE STOCK ETF
-$7.0K
0
-100%
清仓
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$6.8K
0
-100%
减持
AJG
GALLAGHER ARTHUR J & CO COM
+$6.8K
426
-2%
减持
AMT
AMERICAN TOWER CORP NEW COM
+$6.8K
229
-4%
减持
VIS
VANGUARD INDUSTRIALS ETF
-$6.7K
72
-33%
清仓
PPG
PPG INDS INC COM
-$6.3K
0
-100%
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$6.3K
35
