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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 24
增持 59
减持 59
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$1.4M
31,665
-31%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$784.4K
644,049
+8%
增持
MSFT
MICROSOFT CORP COM
+$693.4K
8,483
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。
+27%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$626.9K
2,727
-34%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$586.8K
180,250
-2%
减持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
-$510.4K
9,576
-39%
减持
IVV
ISHARES CORE S&P 500 ETF
+$505.6K
103,486
-1%
减持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
-$435.3K
162,622
-1%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$402.8K
175,369
-4%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$390.9K
1,094
+748%
减持
AAPL
APPLE INC COM
+$382.4K
22,503
-0%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$368.7K
53,204
-2%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$368.7K
103,952
-2%
减持
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
-$364.7K
99,105
-5%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$331.7K
443,629
+5%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$297.4K
2,067
-54%
增持
AMZN
AMAZON COM INC COM
+$291.8K
6,776
+6%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
-$288.8K
327,926
+3%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$254.1K
3,146
+1698%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$248.3K
4,924
+19%
减持
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
-$241.7K
72,590
-2%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$234.9K
73,517
+6%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$220.6K
5,045
-45%
减持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
-$215.6K
4,872
-35%
清仓
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
-$201.6K
0
-100%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$200.6K
7,573
+20%
增持
FDVV
FIDELITY HIGH DIVIDEND ETF
+$199.2K
310,624
+3%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$156.2K
120,533
-2%
建仓
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$150.8K
1,503
减持
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
-$143.6K
31,278
-9%
增持
AVGO
BROADCOM INC COM
+$137.3K
1,604
+18%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$136.3K
10,895
-6%
清仓
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
-$131.2K
0
-100%
建仓
MGK
VANGUARD MEGA CAP GROWTH ETF
+$130.5K
380
减持
FDRR
FIDELITY DIVIDEND ETF FOR RISING RATES
-$126.6K
7,692
-24%
增持
NVDA
NVIDIA CORPORATION COM
+$126.4K
6,069
+7%
增持
TSLA
TESLA INC COM
+$118.1K
753
+6%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$118.1K
23,797
-5%
增持
V
VISA INC COM CL A
+$112.3K
1,697
+10%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$106.6K
5,112
+1006%
增持
JPM
JPMORGAN CHASE & CO. COM
+$98.9K
2,280
+7%
减持
LLY
ELI LILLY & CO COM
-$94.4K
739
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$93.2K
1,036
+1%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$92.5K
12,287
-9%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$86.8K
13,907
+39%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$82.4K
9,230
-4%
建仓
PAAA
PGIM AAA CLO ETF
+$80.1K
1,564
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$77.9K
15,862
+0%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$77.8K
91,626
-0%
减持
KO
COCA COLA CO COM
-$75.6K
3,671
-13%
建仓
MGV
VANGUARD MEGA CAP VALUE ETF
+$73.9K
592
建仓
PULS
PGIM ULTRA SHORT BOND ETF
+$73.7K
1,488
减持
LMT
LOCKHEED MARTIN CORP COM
-$71.6K
370
-14%
增持
FIW
FIRST TRUST WATER ETF
-$70.5K
17,833
+3%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$69.6K
60,403
+3%
减持
CDW
CDW CORP COM
-$69.4K
319
-42%
建仓
ILCV
ISHARES MORNINGSTAR VALUE ETF
+$63.8K
788
清仓
CNI
CANADIAN NATL RY CO COM
-$62.3K
0
-100%
减持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
-$59.2K
412
-60%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$59.1K
639
-2%
减持
GOOG
ALPHABET INC CAP STK CL C
+$56.6K
2,670
-1%
减持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$55.1K
80,800
-1%
减持
CVS
CVS HEALTH CORP COM
-$54.9K
723
-48%
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$48.6K
8,932
-7%
增持
VOO
VANGUARD S&P 500 ETF
+$48.3K
4,238
+0%
增持
META
META PLATFORMS INC CL A
+$48.1K
875
+8%
建仓
INDA
ISHARES MSCI INDIA ETF
+$46.9K
891
增持
CRM
SALESFORCE INC COM
+$45.4K
518
+11%
减持
EMR
EMERSON ELEC CO COM
-$44.6K
725
-41%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$43.2K
644
-40%
增持
HON
HONEYWELL INTL INC COM
+$42.7K
372
+86%
增持
WMT
WALMART INC COM
+$42.1K
745
+139%
减持
PEP
PEPSICO INC COM
-$40.8K
2,232
-0%
建仓
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$40.0K
309
增持
LRCX
LAM RESEARCH CORP COM NEW
-$39.3K
4,190
+900%
减持
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
-$38.5K
20,647
-5%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$37.8K
12,411
-3%
增持
BIIB
BIOGEN INC COM
-$37.5K
927
+0%
增持
—
EATON CORP PLC SHS
+$35.9K
289
+60%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$32.5K
519
-33%
减持
IUSV
ISHARES CORE S&P US VALUE ETF
-$31.9K
7,695
-1%
清仓
TSN
TYSON FOODS INC CL A
-$31.8K
0
-100%
增持
NFLX
NETFLIX INC COM
+$31.5K
91
+30%
建仓
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$30.8K
859
建仓
BCSF
BAIN CAP SPECIALTY FIN INC COM STK
+$29.4K
1,676
减持
HUM
HUMANA INC COM
-$28.6K
242
-15%
建仓
CWEN
CLEARWAY ENERGY INC CL C
+$28.2K
1,084
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$28.1K
1,106
-12%
建仓
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$27.8K
691
增持
RTX
RTX CORPORATION COM
+$27.8K
3,315
+13%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$27.0K
7,287
+0%
减持
PFE
PFIZER INC COM
-$27.0K
4,504
-11%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$26.5K
448
-19%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$25.8K
409,592
+1%
清仓
CMCO
COLUMBUS MCKINNON CORP N Y COM
-$25.0K
0
-100%
增持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
-$23.9K
9,593
+1%
减持
EFX
EQUIFAX INC COM
-$23.8K
45
-63%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$23.5K
839
+115%
建仓
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$23.0K
82
减持
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
-$20.3K
9,276
-5%
增持
GILD
GILEAD SCIENCES INC COM
+$20.2K
997
+16%
增持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$20.1K
314
+87%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$20.1K
927
+12%
增持
BLK
BLACKROCK INC COM
+$20.0K
127
+9%
减持
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
-$20.0K
3,501
-4%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$20.0K
2,619
-12%
增持
FBND
FIDELITY TOTAL BOND ETF
+$19.8K
653,202
+4%
增持
ADBE
ADOBE INC COM
+$19.7K
85
+143%
建仓
—
STAR BULK CARRIERS CORP. SHS PAR
+$19.5K
1,306
减持
XJH
ISHARES ESG SCREENED S&P MID-CAP ETF
-$19.2K
2,413
-15%
建仓
—
LINDE PLC SHS
+$18.8K
45
增持
BAC
BANK AMERICA CORP COM
+$18.1K
890
+68%
增持
KMI
KINDER MORGAN INC DEL COM
+$18.1K
3,258
+1%
增持
QCOM
QUALCOMM INC COM
+$18.0K
145
+480%
清仓
—
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF
-$17.6K
0
-100%
减持
ICSH
ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF
-$17.6K
10,714
-3%
建仓
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$16.5K
374
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$16.1K
100
-52%
增持
DHR
DANAHER CORPORATION COM
-$16.0K
507
+7%
增持
MRK
MERCK & CO INC COM
+$15.9K
787
+43%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$15.6K
79
建仓
AMLP
ALERIAN MLP ETF
+$15.2K
315
减持
VO
VANGUARD MID-CAP ETF
-$15.1K
3,410
-2%
建仓
MDV
MODIV INDUSTRIAL INC COM STK CL C
+$13.9K
937
减持
NXST
NEXSTAR MEDIA GROUP INC COMMON STOCK
-$13.6K
165
-31%
减持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$13.5K
28,027
-2%
减持
—
STERIS PLC SHS USD
-$13.3K
260
-5%
建仓
DLR
DIGITAL RLTY TR INC COM
+$12.9K
73
增持
CSCO
CISCO SYS INC COM
+$12.2K
1,854
+1%
减持
—
EXXON MOBIL CORP COM
-$12.1K
1,161
-1%
增持
ABT
ABBOTT LABS COM
+$11.9K
570
+24%
增持
GE
GE AEROSPACE COM NEW
+$11.8K
461
+34%
减持
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
-$11.8K
12,448
-2%
增持
VHT
VANGUARD HEALTH CARE ETF
+$11.7K
234
+38%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$10.9K
2,285
+0%
增持
JNJ
JOHNSON & JOHNSON COM
-$10.6K
1,641
+7%
增持
PANW
PALO ALTO NETWORKS INC COM
+$10.6K
92
+411%
建仓
GCOW
PACER GLOBAL CASH COWS DIVIDEND ETF
+$10.2K
302
增持
AMAT
APPLIED MATLS INC COM
+$10.0K
99
+230%
建仓
ALL
ALLSTATE CORP COM
+$10.0K
52
建仓
SRE
SEMPRA COM
+$10.0K
114
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$9.7K
91
增持
SYK
STRYKER CORPORATION COM
+$9.6K
146
+23%
减持
BC
BRUNSWICK CORP COM
-$9.4K
200
-25%
增持
CVX
CHEVRON CORP NEW COM
+$9.0K
1,858
+5%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$9.0K
6,775
+0%
清仓
ROP
ROPER TECHNOLOGIES INC COM
-$8.9K
0
-100%
增持
MCK
MCKESSON CORP COM
+$8.8K
51
+24%
清仓
NXTG
FIRST TRUST INDXX NEXTG ETF
-$8.7K
0
-100%
减持
AOM
ISHARES CORE MODERATE ALLOCATION ETF
-$8.7K
323
-36%
