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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 11
增持 56
减持 60
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES CORE S&P 500 ETF
+$5.0M
115,237
-1%
增持
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
+$1.7M
388,584
+5%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$1.3M
122,569
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。
-2%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.3M
518,717
-1%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$1.2M
495,713
+1%
减持
AAPL
APPLE INC COM
+$1.1M
23,012
-0%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$1.0M
171,835
+5%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$898.5K
27,685
+7%
增持
FBND
FIDELITY TOTAL BOND ETF
+$781.1K
747,912
+1%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$711.7K
119,922
+5%
增持
LLY
ELI LILLY & CO COM
+$640.6K
1,569
+120%
增持
SPY
SPDR S&P 500 ETF TRUST
+$602.3K
1,327
+191%
建仓
JUST
GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF
+$580.5K
6,189
减持
DSI
ISHARES ESG MSCI KLD 400 ETF
+$571.4K
78,347
-2%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$559.9K
39,145
+2%
增持
JPM
JPMORGAN CHASE & CO. COM
+$525.8K
3,563
+73%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$510.7K
68,330
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$417.7K
3,087
+32%
减持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
-$410.6K
130,823
-7%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$408.5K
31,822
+2%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$402.4K
66,764
+3%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$387.4K
462,461
+1%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$350.4K
25,330
-14%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$323.8K
85,475
+4%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$315.4K
4,197
+5%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$308.5K
133,102
-1%
增持
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$251.4K
21,960
+23%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$207.7K
418,200
+1%
减持
FDVV
FIDELITY HIGH DIVIDEND ETF
-$202.4K
34,769
-15%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$173.7K
188,589
+1%
增持
MSFT
MICROSOFT CORP COM
+$172.7K
8,117
+0%
减持
VOO
VANGUARD S&P 500 ETF
+$170.9K
3,968
-0%
增持
NVDA
NVIDIA CORPORATION COM
+$168.4K
5,784
+0%
增持
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
+$168.1K
25,841
+1%
减持
ICSH
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
-$160.9K
7,773
-29%
建仓
RY
ROYAL BK CDA COM
+$159.5K
1,083
增持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$157.9K
25,645
+6%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$157.2K
3,447
+477%
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$135.1K
6,365
-23%
建仓
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
+$129.2K
1,863
减持
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
-$125.2K
41,977
-10%
增持
GOOG
ALPHABET INC CAP STK CL C
+$110.7K
1,190
+18%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$83.4K
1,120
-1%
减持
TSLA
TESLA INC COM
+$82.9K
715
-3%
减持
WRB
BERKLEY W R CORP COM
-$76.9K
75
-93%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$75.2K
1,293
-43%
增持
RTX
RTX CORPORATION COM
+$73.1K
2,741
+4%
建仓
EFX
EQUIFAX INC COM
+$68.2K
266
清仓
SLV
ISHARES SILVER TRUST
-$64.8K
0
-100%
增持
BHB
BAR HBR BANKSHARES COM
+$64.6K
2,427
+678%
增持
XJH
ISHARES ESG SELECT SCREENED S&P MID-CAP ETF
+$64.4K
3,355
+68%
增持
COST
COSTCO WHSL CORP NEW COM
-$58.6K
942
+0%
增持
JNJ
JOHNSON & JOHNSON COM
+$57.4K
1,242
+10%
建仓
—
GARMIN LTD SHS
+$53.9K
219
增持
VO
VANGUARD MID-CAP ETF
+$53.4K
3,309
+1%
建仓
C
CITIGROUP INC COM NEW
+$50.8K
500
增持
ORCL
ORACLE CORP COM
+$46.8K
734
+1%
减持
PG
PROCTER AND GAMBLE CO COM
-$46.7K
1,828
-11%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$45.7K
159
-44%
增持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
+$44.9K
11,567
+0%
增持
DHI
D R HORTON INC COM
+$44.1K
312
+359%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$44.0K
4,639
+0%
减持
VHT
VANGUARD HEALTH CARE ETF
-$41.2K
65
-72%
减持
WSO
WATSCO INC COM
-$40.9K
90
-49%
清仓
CDW
CDW CORP COM
-$38.2K
0
-100%
减持
DHR
DANAHER CORPORATION COM
-$37.1K
59
-76%
减持
V
VISA INC COM CL A
-$36.3K
1,561
-3%
清仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$32.9K
0
-100%
减持
MA
MASTERCARD INCORPORATED CL A
-$32.5K
180
-25%
清仓
CHI
CALAMOS CONV OPPORTUNITIES & I SH BEN INT
-$32.3K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$27.7K
14,710
+3%
增持
GE
GE AEROSPACE COM NEW
+$27.3K
444
+8%
减持
AVGO
BROADCOM INC COM
-$26.7K
1,109
-22%
增持
MMM
3M CO COM
+$25.5K
499
+46%
减持
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
-$25.1K
99
-66%
减持
FIW
FIRST TRUST WATER ETF
+$24.7K
11,228
-2%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$24.5K
3,270
+5%
减持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$24.3K
78,608
-1%
建仓
NFG
NATIONAL FUEL GAS CO COM
+$24.3K
263
增持
PFE
PFIZER INC COM
+$24.3K
3,643
+29%
减持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
-$23.0K
568
-24%
减持
XAR
SPDR S&P AEROSPACE & DEFENSE ETF
-$21.4K
1,121
-17%
增持
FDRR
FIDELITY DIVIDEND ETF FOR RISING RATES
+$21.2K
4,677
+0%
清仓
JHMM
JOHN HANCOCK MULTIFACTOR MID CAP ETF
-$21.2K
0
-100%
清仓
COMT
ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
-$20.9K
0
-100%
减持
CRM
SALESFORCE INC COM
-$20.9K
508
-2%
减持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
-$20.2K
505
-51%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$18.9K
4,379
-12%
清仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$18.8K
0
-100%
增持
WM
WASTE MGMT INC DEL COM
+$17.7K
764
+16%
减持
VB
VANGUARD SMALL-CAP ETF
+$17.7K
1,706
-3%
减持
AJG
GALLAGHER ARTHUR J & CO COM
-$17.1K
256
-15%
减持
CVX
CHEVRON CORP NEW COM
+$16.9K
1,766
-2%
增持
PAYX
PAYCHEX INC COM
-$16.9K
917
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$16.5K
228
-61%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$16.2K
5,880
-3%
清仓
PRGS
PROGRESS SOFTWARE CORP COM
-$16.0K
0
-100%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$15.5K
2,287
-7%
增持
KMB
KIMBERLY-CLARK CORP COM
+$15.1K
638
+28%
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$14.1K
1,687
+11%
减持
DE
DEERE & CO COM
-$14.1K
195
-4%
减持
XT
ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF
-$13.7K
1,294
-21%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$13.6K
187
-42%
增持
HOG
HARLEY DAVIDSON INC COM
+$13.2K
559
+459%
增持
AZO
AUTOZONE INC COM
+$13.0K
16
+7%
清仓
—
AMEDISYS INC COM
-$12.3K
0
-100%
清仓
ICF
ISHARES SELECT U.S. REIT ETF
-$12.2K
0
-100%
清仓
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$11.9K
0
-100%
减持
T
AT&T INC COM
-$11.8K
3,289
-9%
减持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
+$11.7K
6,840
-2%
增持
COP
CONOCOPHILLIPS COM
+$11.7K
332
+51%
减持
AOR
ISHARES CORE 60/40 BALANCED ALLOCATION ETF
-$11.3K
987
-19%
清仓
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
-$10.2K
0
-100%
减持
PEP
PEPSICO INC COM
+$10.1K
1,864
-2%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$9.6K
639
+7%
减持
MRK
MERCK & CO INC COM
-$9.6K
445
-25%
增持
IYH
ISHARES U.S. HEALTHCARE ETF
+$9.5K
215
+291%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$9.3K
162
-35%
清仓
WMB
WILLIAMS COS INC COM
-$9.2K
0
-100%
增持
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
+$9.0K
12,183
+0%
减持
APD
AIR PRODS & CHEMS INC COM
-$8.8K
160
-14%
清仓
SRE
SEMPRA COM
-$8.6K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$8.4K
30
减持
IAU
ISHARES GOLD TRUST
-$8.2K
1,250
-21%
减持
EQIX
EQUINIX INC COM
-$8.0K
2
-83%
建仓
PSX
PHILLIPS 66 COM
+$7.3K
54
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$7.0K
48
减持
IHAK
ISHARES CYBERSECURITY & TECH ETF
-$6.6K
718
-13%
减持
SHW
SHERWIN WILLIAMS CO COM
-$6.4K
35
-35%
清仓
KLG
WK KELLOGG CO COM SHS
-$6.4K
0
-100%
减持
SYK
STRYKER CORPORATION COM
-$6.0K
140
-4%
清仓
ENB
ENBRIDGE INC COM
-$6.0K
0
-100%
减持
AMZN
AMAZON COM INC COM
-$5.9K
6,210
-1%
减持
MCK
MCKESSON CORP COM
-$5.7K
41
-20%
增持
EAOA
ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF
+$5.7K
329
+65%
清仓
D
DOMINION ENERGY INC COM
-$5.7K
0
-100%
建仓
EWJ
ISHARES MSCI JAPAN ETF
+$5.6K
70
增持
PH
PARKER-HANNIFIN CORP COM
+$5.6K
23
+35%
减持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
+$5.5K
2,558
-3%
增持
CARR
CARRIER GLOBAL CORPORATION COM
-$4.8K
902
+12%
清仓
CLX
CLOROX CO DEL COM
-$4.8K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW COM
-$4.8K
0
-100%
增持
BKNG
BOOKING HOLDINGS INC COM
+$4.6K
3
+50%
减持
MCD
MCDONALDS CORP COM
-$4.3K
654
-6%
清仓
ZM
ZOOM COMMUNICATIONS INC CL A
-$4.3K
0
-100%
清仓
JETS
U.S. GLOBAL JETS ETF
-$4.2K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$4.1K
215
-2%
清仓
NOC
NORTHROP GRUMMAN CORP COM
-$4.0K
0
-100%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$3.8K
10,480
+0%
清仓
GIS
GENERAL MLS INC COM
-$3.7K
0
-100%
