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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 8
增持 32
减持 79
清仓 31
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$8.5M
116,201
+3%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$5.2M
459,044
+32%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$3.1M
522,972
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。
-1%
增持
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
+$2.0M
370,885
+8%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$1.9M
164,145
+7%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$1.6M
489,256
+3%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$1.4M
25,805
+9%
增持
FBND
FIDELITY TOTAL BOND ETF
+$1.3M
738,850
+4%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$930.5K
65,067
+9%
减持
DSI
ISHARES ESG MSCI KLD 400 ETF
+$826.5K
80,032
-3%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$727.9K
31,225
+9%
减持
MSFT
MICROSOFT CORP COM
+$670.6K
8,105
-9%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$648.8K
38,536
+3%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$525.2K
114,689
+3%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$518.4K
187,136
+3%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$506.6K
135,081
+0%
减持
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
-$410.5K
46,877
-20%
减持
FDVV
FIDELITY HIGH DIVIDEND ETF
-$373.1K
41,127
-19%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$357.1K
69,622
+0%
减持
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
+$285.1K
25,565
-5%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$267.1K
82,268
-3%
减持
NVDA
NVIDIA CORPORATION COM
+$253.1K
5,765
-5%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$245.7K
125,372
-17%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$245.4K
4,632
-28%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$204.5K
2,460
+0%
减持
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
-$203.9K
12,160
-41%
减持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
-$171.4K
6,970
-23%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$164.0K
547
-14%
减持
GOOG
ALPHABET INC CAP STK CL C
-$159.9K
1,010
-53%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$155.2K
1,134
-8%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$147.2K
10,460
-19%
减持
AMZN
AMAZON COM INC COM
+$145.7K
6,242
-3%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$125.3K
4,958
-31%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$113.1K
426
-74%
减持
GWW
GRAINGER W W INC COM
-$112.0K
124
-49%
减持
FDRR
FIDELITY DIVIDEND ETF FOR RISING RATES
-$104.1K
4,665
-35%
减持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
-$101.3K
140,808
-2%
减持
ABBV
ABBVIE INC COM
-$93.3K
397
-50%
减持
PEP
PEPSICO INC COM
-$83.0K
1,906
-15%
减持
JNJ
JOHNSON & JOHNSON COM
-$76.5K
1,132
-25%
减持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
-$74.3K
11,565
-14%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$71.8K
4,000
-2%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$70.4K
2,688
-34%
减持
EMNT
PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND
-$69.1K
2,655
-21%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$68.4K
569
-44%
减持
VO
VANGUARD MID-CAP ETF
+$67.6K
3,283
-0%
减持
IUSV
ISHARES CORE S&P US VALUE ETF
-$62.1K
5,042
-14%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$54.8K
2,249
-14%
增持
AAPL
APPLE INC COM
+$54.4K
23,054
+10%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$54.1K
14,301
-4%
增持
TSLA
TESLA INC COM
+$52.9K
740
+5%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$49.5K
17,925
-17%
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$49.3K
1,525
+135%
减持
PFE
PFIZER INC COM
-$45.8K
2,829
-37%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$44.5K
23,772
+2%
减持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
-$42.1K
1,034
-56%
减持
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
-$41.0K
8,941
-16%
减持
JPM
JPMORGAN CHASE & CO. COM
+$40.5K
2,063
-9%
减持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$39.7K
24,151
-11%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$39.6K
414,514
-0%
清仓
BDX
BECTON DICKINSON & CO COM
-$35.7K
0
-100%
减持
PG
PROCTER AND GAMBLE CO COM
-$34.6K
2,056
-3%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$33.0K
86
-48%
减持
RTX
RTX CORPORATION COM
-$32.3K
2,640
-16%
减持
DHI
D R HORTON INC COM
-$29.8K
68
-78%
清仓
HPQ
HP INC COM
-$26.4K
0
-100%
清仓
—
PATTERSON COS INC COM
-$25.7K
0
-100%
建仓
NKE
NIKE INC CL B
+$25.6K
360
减持
IWM
ISHARES RUSSELL 2000 ETF
-$23.7K
2,167
-12%
减持
KR
KROGER CO COM
-$23.0K
998
-29%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$23.0K
873
-20%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$21.3K
2,625
+0%
清仓
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$20.6K
0
-100%
减持
CSCO
CISCO SYS INC COM
-$20.6K
1,333
-27%
减持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
-$20.6K
2,635
-21%
清仓
CWEN
CLEARWAY ENERGY INC CL C
-$20.0K
0
-100%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$19.5K
900
-8%
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$18.8K
644
减持
VB
VANGUARD SMALL-CAP ETF
-$17.6K
1,756
-10%
清仓
SDG
ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF
-$17.2K
0
-100%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$14.3K
3,111
+0%
建仓
DECK
DECKERS OUTDOOR CORP COM
+$14.1K
137
清仓
HFXI
NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF
-$13.1K
0
-100%
减持
AOA
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
+$13.0K
2,275
-2%
减持
CVS
CVS HEALTH CORP COM
-$12.9K
523
-28%
减持
ADBE
ADOBE INC COM
-$12.5K
35
-49%
减持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
-$12.5K
1
-99%
建仓
ICF
ISHARES SELECT U.S. REIT ETF
+$12.2K
200
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$12.2K
578
-9%
清仓
QCLN
FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND
-$11.7K
0
-100%
减持
QCOM
QUALCOMM INC COM
-$11.4K
25
-75%
清仓
UPS
UNITED PARCEL SERVICE INC CL B
-$11.0K
0
-100%
减持
BIIB
BIOGEN INC COM
-$10.7K
925
-0%
清仓
BCSF
BAIN CAP SPECIALTY FIN INC COM STK
-$10.6K
0
-100%
清仓
DLR
DIGITAL RLTY TR INC COM
-$10.5K
0
-100%
建仓
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$10.2K
127
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$10.1K
6,080
-4%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$9.6K
249
+54%
减持
DIS
DISNEY WALT CO COM
+$9.6K
445
-4%
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
+$9.4K
8,262
-2%
清仓
VIOO
VANGUARD S&P SMALL-CAP 600 ETF
-$9.4K
0
-100%
清仓
—
DISCOVER FINL SVCS COM
-$9.2K
0
-100%
清仓
RODM
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF
-$9.2K
0
-100%
建仓
HSY
HERSHEY CO COM
+$9.0K
54
减持
HD
HOME DEPOT INC COM
-$8.7K
905
-3%
减持
AOM
ISHARES CORE 40/60 MODERATE ALLOCATION ETF
-$8.3K
128
-60%
增持
PAYX
PAYCHEX INC COM
-$7.9K
916
+0%
增持
COF
CAPITAL ONE FINL CORP COM
+$7.6K
55
+139%
清仓
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
-$7.5K
0
-100%
清仓
ARKQ
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
-$7.4K
0
-100%
清仓
CCI
CROWN CASTLE INC COM
-$7.2K
0
-100%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$7.2K
284
-4%
清仓
—
STAR BULK CARRIERS CORP. SHS PAR
-$7.0K
0
-100%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$6.7K
29,405
+0%
建仓
IYR
ISHARES U.S. REAL ESTATE ETF
+$6.6K
70
清仓
CALF
PACER US SMALL CAP CASH COWS ETF
-$6.4K
0
-100%
减持
CNRG
SPDR S&P KENSHO CLEAN POWER ETF
-$6.3K
352
-35%
清仓
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-$6.0K
0
-100%
减持
TIP
ISHARES TIPS BOND ETF
-$5.6K
1
-98%
清仓
TAN
INVESCO SOLAR ETF
-$5.5K
0
-100%
清仓
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$5.4K
0
-100%
增持
BHB
BAR HBR BANKSHARES COM
+$5.3K
312
+128%
增持
EAOA
ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF
+$5.3K
200
+190%
减持
PANW
PALO ALTO NETWORKS INC COM
-$5.1K
52
-43%
增持
AOR
ISHARES CORE 60/40 BALANCED ALLOCATION ETF
+$5.0K
1,215
+0%
清仓
IDRV
ISHARES SELF-DRIVING EV & TECH ETF
-$4.8K
0
-100%
减持
DOW
DOW INC COM
-$4.5K
116
-46%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
-$4.5K
100
-17%
增持
MTB
M & T BK CORP COM
+$4.0K
246
+0%
增持
KMI
KINDER MORGAN INC DEL COM
+$3.9K
3,328
+1%
减持
APH
AMPHENOL CORP NEW CL A
-$3.8K
480
-38%
清仓
PBI
PITNEY BOWES INC COM
-$3.8K
0
-100%
减持
KRBN
KRANESHARES GLOBAL CARBON STRATEGY ETF
-$3.7K
248
-37%
增持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
+$3.6K
101
+1%
清仓
HUBS
HUBSPOT INC COM
-$3.4K
0
-100%
减持
PH
PARKER-HANNIFIN CORP COM
-$3.3K
17
-32%
减持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$3.2K
79,675
-0%
减持
INTC
INTEL CORP COM
-$3.0K
2,423
-4%
减持
USB
US BANCORP DEL COM NEW
-$2.7K
293
-22%
减持
ZM
ZOOM COMMUNICATIONS INC CL A
-$2.5K
55
-40%
建仓
HOG
HARLEY DAVIDSON INC COM
+$2.4K
100
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$2.3K
0
-100%
清仓
ICLN
ISHARES GLOBAL CLEAN ENERGY ETF
-$2.3K
0
-100%
减持
FIW
FIRST TRUST WATER ETF
-$1.7K
11,454
-7%
清仓
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$1.7K
0
-100%
减持
T
AT&T INC COM
+$1.6K
3,616
-1%
清仓
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
-$1.6K
0
-100%
清仓
PODD
INSULET CORP COM
-$1.3K
0
-100%
清仓
MUC
BLACKROCK MUNIHLDNGS CALI QLTY COM
-$1.2K
0
-100%
增持
MFDX
PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF
+$1.1K
270
+1%
