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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 16
增持 25
减持 93
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
FDVV
FIDELITY HIGH DIVIDEND ETF
-$13.0M
50,655
-84%
建仓
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
+$10.7M
344,651
建仓
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$9.7M
152,972
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。
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$5.3M
150,312
-14%
建仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$4.8M
23,779
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$4.1M
525,715
-18%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$4.0M
474,928
+7%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$3.2M
28,684
+1288%
增持
FBND
FIDELITY TOTAL BOND ETF
+$3.2M
711,867
+9%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$3.2M
37,313
-30%
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.7M
113,209
+9%
减持
DSI
ISHARES ESG MSCI KLD 400 ETF
-$2.5M
82,706
-17%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$1.3M
348,331
+6%
减持
AAPL
APPLE INC COM
-$959.6K
21,049
-6%
减持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
-$756.8K
143,121
-12%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$722.8K
59,674
-19%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$641.2K
84,938
-7%
减持
FIW
FIRST TRUST WATER ETF
-$581.3K
12,298
-31%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$569.8K
6,409
-41%
减持
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
-$568.1K
27,041
-14%
减持
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
-$482.5K
58,664
-19%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$423.9K
1,325
-80%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$416.0K
415,706
+1%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$388.0K
111,166
+7%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$360.7K
134,895
+12%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$319.0K
7,159
-42%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$299.0K
4,094
-17%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$297.8K
182,375
+1%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$295.3K
399
-64%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$293.9K
597
-92%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$292.2K
69,349
+15%
减持
AMZN
AMAZON COM INC COM
-$262.8K
6,432
-5%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$241.5K
2,458
-10%
减持
VOO
VANGUARD S&P 500 ETF
-$239.6K
3,977
-6%
增持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
+$214.7K
13,397
+40%
增持
MSFT
MICROSOFT CORP COM
-$214.7K
8,953
+6%
增持
CWST
CASELLA WASTE SYS INC CL A
+$214.3K
3,440
+115%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$210.9K
6,330
-16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$207.8K
2,335
+2%
减持
IUSV
ISHARES CORE S&P US VALUE ETF
-$173.2K
5,843
-24%
减持
GOOG
ALPHABET INC CAP STK CL C
-$169.5K
2,170
-19%
减持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$140.7K
27,020
-4%
减持
AVGO
BROADCOM INC COM
-$133.5K
1,424
-11%
减持
TSLA
TESLA INC COM
-$121.9K
703
-7%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$113.2K
56
-85%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$106.9K
462
-91%
增持
PGR
PROGRESSIVE CORP COM
+$105.4K
425
+585%
减持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
-$100.3K
9,077
-32%
清仓
CME
CME GROUP INC COM
-$98.7K
0
-100%
建仓
XYL
XYLEM INC COM
+$95.6K
800
减持
AOA
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
-$91.4K
2,311
-34%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-$88.6K
618
-59%
减持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
-$88.1K
9,988
-28%
减持
LMT
LOCKHEED MARTIN CORP COM
-$79.3K
225
-39%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$76.2K
195
-56%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$76.1K
1,236
+19%
减持
EMNT
PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND
-$66.3K
3,355
-17%
减持
DHR
DANAHER CORPORATION COM
-$65.7K
247
-51%
减持
SHW
SHERWIN WILLIAMS CO COM
-$62.4K
54
-77%
减持
CI
THE CIGNA GROUP COM
-$61.6K
245
-52%
清仓
FERG
FERGUSON ENTERPRISES INC COMMON STOCK NEW
-$60.8K
0
-100%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$58.0K
29,400
-7%
清仓
AOS
SMITH A O CORP COM
-$56.6K
0
-100%
减持
BR
BROADRIDGE FINL SOLUTIONS INC COM
-$55.8K
111
-70%
减持
PAAA
PGIM AAA CLO ETF
-$55.0K
488
-69%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$54.5K
99
-85%
清仓
NDSN
NORDSON CORP COM
-$54.2K
0
-100%
清仓
—
STERIS PLC SHS USD
-$53.4K
0
-100%
减持
APH
AMPHENOL CORP NEW CL A
-$51.6K
780
-47%
减持
VO
VANGUARD MID-CAP ETF
-$49.6K
3,291
-3%
减持
PULS
PGIM ULTRA SHORT BOND ETF
-$48.7K
503
-66%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$48.6K
4,052
-20%
清仓
INDA
ISHARES MSCI INDIA ETF
-$46.9K
0
-100%
减持
BLK
BLACKROCK INC COM
-$46.9K
88
-31%
清仓
IEX
IDEX CORP COM
-$45.6K
0
-100%
建仓
XETYX
EATON VANCE TAX-MANAGED DIVERS COM
+$45.5K
3,190
建仓
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
+$44.2K
1,985
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$43.0K
21,505
-10%
减持
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
-$41.4K
10,645
-14%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$38.6K
14,835
-6%
减持
FDRR
FIDELITY DIVIDEND ETF FOR RISING RATES
-$38.1K
7,149
-7%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$36.4K
610
-54%
减持
XAR
SPDR S&P AEROSPACE & DEFENSE ETF
-$35.1K
1,350
-11%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$35.0K
12,983
+6%
减持
RTX
RTX CORPORATION COM
+$34.2K
3,154
-5%
减持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-$33.9K
48
-84%
建仓
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$33.7K
650
增持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$33.4K
5,044
+4%
减持
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
-$32.1K
8,630
-7%
减持
CVX
CHEVRON CORP NEW COM
+$31.5K
1,797
-3%
减持
HD
HOME DEPOT INC COM
-$31.4K
929
-3%
清仓
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
-$30.8K
0
-100%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$30.7K
1,093
-15%
增持
GCOW
PACER GLOBAL CASH COWS DIVIDEND ETF
+$29.6K
1,075
+256%
建仓
CHI
CALAMOS CONV OPPORTUNITIES & I SH BEN INT
+$29.5K
3,075
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$26.1K
3,107
+18%
清仓
NXST
NEXSTAR MEDIA GROUP INC COMMON STOCK
-$26.1K
0
-100%
减持
V
VISA INC COM CL A
+$25.5K
1,603
-6%
减持
MRK
MERCK & CO INC COM
-$25.1K
593
-25%
减持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
-$24.7K
136
-67%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$24.6K
1,009
-9%
减持
TIP
ISHARES TIPS BOND ETF
-$24.3K
51
-82%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$23.9K
2,628
-16%
减持
CNRG
SPDR S&P KENSHO CLEAN POWER ETF
-$23.0K
540
-35%
清仓
SPHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
-$21.8K
0
-100%
减持
CDW
CDW CORP COM
-$21.2K
214
-33%
建仓
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$21.2K
100
建仓
PRF
INVESCO RAFI US 1000 ETF
+$21.2K
524
增持
T
AT&T INC COM
+$20.7K
3,643
+1%
减持
IDRV
ISHARES SELF-DRIVING EV & TECH ETF
-$20.2K
165
-81%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$20.1K
168
-46%
减持
WMT
WALMART INC COM
-$19.5K
545
-27%
减持
LLY
ELI LILLY & CO COM
+$19.2K
714
-3%
清仓
—
LINDE PLC SHS
-$18.8K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$18.8K
120
-51%
减持
BCSF
BAIN CAP SPECIALTY FIN INC COM STK
-$18.8K
637
-62%
减持
AMGN
AMGEN INC COM
+$18.7K
880
-10%
建仓
VTV
VANGUARD VALUE ETF
+$18.5K
107
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$17.4K
2,615
+2%
减持
XJH
ISHARES ESG SELECT SCREENED S&P MID-CAP ETF
-$17.3K
2,141
-11%
减持
AJG
GALLAGHER ARTHUR J & CO COM
-$17.0K
301
-29%
清仓
AMLP
ALERIAN MLP ETF
-$15.2K
0
-100%
增持
ICSH
ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF
+$14.8K
10,949
+2%
清仓
GLD
SPDR GOLD SHARES
-$14.8K
0
-100%
清仓
MDV
MODIV INDUSTRIAL INC COM STK CL C
-$13.9K
0
-100%
减持
NEE
NEXTERA ENERGY INC COM
-$13.8K
455
-29%
清仓
XMUIX
BLACKROCK MUNICIPAL INCOME COM
-$13.7K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$13.7K
25
减持
HON
HONEYWELL INTL INC COM
-$13.5K
333
-10%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$13.3K
14
-82%
建仓
HFXI
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF
+$13.1K
475
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$13.1K
8,442
-5%
增持
PAYX
PAYCHEX INC COM
+$13.0K
914
+0%
减持
—
STAR BULK CARRIERS CORP. SHS PAR
-$12.5K
450
-66%
减持
BAC
BANK AMERICA CORP COM
-$12.1K
647
-27%
减持
JNJ
JOHNSON & JOHNSON COM
+$12.1K
1,504
-8%
建仓
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$12.1K
102
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$11.9K
1,631
-0%
减持
ADBE
ADOBE INC COM
-$11.7K
68
-20%
建仓
MS
MORGAN STANLEY COM NEW
+$11.7K
100
减持
WRB
BERKLEY W R CORP COM
+$11.6K
1,125
-4%
清仓
EFX
EQUIFAX INC COM
-$11.5K
0
-100%
减持
MGV
VANGUARD MEGA CAP VALUE ETF
-$11.5K
485
-18%
增持
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
-$11.3K
20,667
+0%
减持
JPM
JPMORGAN CHASE & CO. COM
+$11.0K
2,273
-0%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$10.8K
62
-40%
建仓
KBE
SPDR S&P BANK ETF
+$10.6K
200
减持
—
CHUBB LIMITED COM
-$10.3K
29
-58%
减持
NFLX
NETFLIX INC COM
-$10.2K
76
-16%
减持
CALF
PACER US SMALL CAP CASH COWS ETF
-$10.1K
170
-55%
