小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 4
增持 62
减持 72
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.8M
116,624
+1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.1M
531,364
+2%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$1.6M
513,908
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。
+4%
增持
FBND
FIDELITY TOTAL BOND ETF
+$1.5M
782,784
+5%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$1.2M
488,955
+6%
增持
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
+$695.9K
397,652
+2%
增持
SHV
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
+$616.0K
194,764
+3%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$588.6K
176,620
+3%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$549.5K
430,219
+3%
减持
LLY
ELI LILLY & CO COM
+$448.1K
1,531
-2%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$419.6K
40,344
+3%
增持
DSI
ISHARES ESG MSCI KLD 400 ETF
+$339.2K
79,229
+1%
增持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
+$332.2K
17,846
+54%
清仓
—
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF
-$323.5K
0
-100%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$304.3K
4,232
+1%
减持
MSFT
MICROSOFT CORP COM
-$290.4K
8,093
-0%
减持
AAPL
APPLE INC COM
+$256.7K
22,498
-2%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$235.4K
69,521
+2%
减持
CVX
CHEVRON CORP NEW COM
-$229.6K
293
-83%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$225.7K
67,656
+1%
清仓
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
-$212.1K
0
-100%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$210.2K
32,511
+2%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$205.9K
134,728
+1%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$158.6K
4,204
+0%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$145.0K
123,020
+3%
减持
FDVV
FIDELITY HIGH DIVIDEND ETF
-$143.0K
31,646
-9%
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$134.0K
3,975
+136%
清仓
—
KELLANOVA COM
-$131.6K
0
-100%
增持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
+$125.8K
133,944
+2%
减持
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
-$118.8K
4,258
-52%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$117.2K
12,994
-12%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$111.8K
24,406
-4%
减持
HD
HOME DEPOT INC COM
-$111.0K
743
-18%
减持
PG
PROCTER & GAMBLE CO COM
-$104.7K
1,229
-33%
增持
GOOG
ALPHABET INC CAP STK CL C
+$99.0K
1,239
+4%
减持
PEP
PEPSICO INC COM
-$94.6K
1,165
-38%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$93.6K
1,099
-2%
增持
HWM
HOWMET AEROSPACE INC COM
+$89.5K
10,008
+0%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$82.5K
8,121
-12%
减持
RTX
RTX CORPORATION COM
-$81.2K
2,058
-25%
减持
KO
COCA COLA CO COM
-$75.3K
2,405
-34%
清仓
OKE
ONEOK INC NEW COM
-$73.0K
0
-100%
增持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$70.2K
26,670
+4%
减持
COST
COSTCO WHOLESALE CORPORATION COM
-$70.0K
930
-1%
减持
LQDH
ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF
-$65.1K
174
-80%
减持
BHB
BAR HBR BANKSHARES COM
-$64.9K
290
-88%
减持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
-$63.4K
1,166
-10%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$62.9K
1,580
-1%
增持
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
+$61.7K
42,206
+1%
增持
ORCL
ORACLE CORP COM
-$60.6K
748
+2%
减持
EMNT
PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND
-$59.9K
2,055
-23%
增持
VOO
VANGUARD S&P 500 ETF
+$59.4K
3,970
+0%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$58.8K
24,522
+3%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$56.5K
85,185
-0%
减持
AMZN
AMAZON COM INC COM
-$52.9K
5,678
-9%
增持
META
META PLATFORMS INC CL A
-$52.0K
897
+2%
减持
—
GARMIN LTD SHS
-$51.5K
12
-95%
增持
NVDA
NVIDIA CORPORATION COM
+$45.9K
6,032
+4%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$43.2K
119,831
-2%
减持
AJG
GALLAGHER ARTHUR J & CO COM
-$43.1K
140
-45%
建仓
TBLL
INVESCO SHORT TERM TREASURY ETF
+$41.6K
394
增持
AMGN
AMGEN INC COM
+$41.3K
885
+1%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$37.9K
20,729
-6%
清仓
WSO
WATSCO INC COM
-$36.4K
0
-100%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$35.9K
28,508
+3%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$34.5K
2,049
-24%
增持
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
-$33.0K
25,940
+0%
减持
APH
AMPHENOL CORP CL A
-$32.9K
196
-59%
减持
T
AT&T INC COM
-$32.3K
2,438
-26%
增持
AVGO
BROADCOM INC COM
+$31.5K
1,148
+4%
清仓
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$31.3K
0
-100%
增持
JPM
JPMORGAN CHASE & CO. COM
+$30.0K
3,581
+1%
减持
MA
MASTERCARD INCORPORATED CL A
-$28.7K
129
-28%
减持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
+$28.1K
6,536
-4%
减持
IUSV
ISHARES CORE S&P US VALUE ETF
-$28.0K
4,642
-8%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$26.8K
245
-27%
减持
DIS
DISNEY WALT CO COM
-$26.3K
244
-48%
减持
TSLA
TESLA INC COM
-$26.1K
649
-9%
减持
VO
VANGUARD MID-CAP ETF
-$25.5K
3,261
-1%
建仓
—
ASTRAZENECA PLC ORD
+$24.3K
264
减持
ICSH
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
-$23.9K
7,327
-6%
减持
WM
WASTE MGMT INC DEL COM
-$22.6K
665
-13%
减持
PFE
PFIZER INC COM
-$21.4K
2,868
-21%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$21.0K
4,522
-3%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$20.3K
0
-100%
减持
AZO
AUTOZONE INC COM
-$17.8K
15
-6%
减持
SPSB
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$17.4K
78,266
-0%
减持
CMCSA
COMCAST CORP NEW CL A
-$17.1K
1,419
-25%
增持
CRM
SALESFORCE INC COM
+$16.8K
518
+2%
减持
AOA
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
-$16.6K
1,899
-10%
增持
AOR
ISHARES CORE 60/40 BALANCED ALLOCATION ETF
+$15.6K
1,218
+23%
增持
NFLX
NETFLIX INC. COM
-$15.5K
807
+962%
清仓
EIM
EATON VANCE MUN BD FD COM
-$15.2K
0
-100%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$15.1K
10,191
-3%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$15.1K
309
-31%
增持
FIW
FIRST TRUST WATER ETF
-$14.9K
11,474
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$14.6K
841
+1%
减持
AMT
AMERICAN TOWER CORP COM
-$14.3K
50
-58%
增持
—
EATON CORP PLC SHS
-$14.2K
295
+2%
清仓
—
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
-$13.7K
0
-100%
减持
XT
ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF
-$13.7K
1,139
-12%
减持
HOG
HARLEY DAVIDSON INC COM
-$13.5K
100
-82%
增持
GILD
GILEAD SCIENCES INC COM
+$13.5K
1,012
+2%
减持
—
EXXON MOBIL CORP COM
-$13.3K
835
-17%
增持
PAYX
PAYCHEX INC COM
-$13.1K
919
+0%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$12.5K
5,232
-5%
增持
MRK
MERCK & CO INC COM
+$12.3K
472
+6%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$11.5K
802
-11%
增持
INTC
INTEL CORP COM
+$11.4K
2,512
+4%
增持
TJX
TJX COS INC NEW COM
+$11.4K
1,048
+1%
减持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
-$10.9K
9,544
-4%
减持
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
-$10.8K
11,028
-4%
清仓
GOVT
ISHARES U.S. TREASURY BOND ETF
-$10.7K
0
-100%
增持
CAT
CATERPILLAR INC COM
+$10.6K
81
+8%
清仓
GIGB
GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF
-$10.5K
0
-100%
增持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
+$10.2K
2,761
+8%
增持
C
CITIGROUP INC COM NEW
+$10.2K
522
+4%
增持
WMT
WALMART INC COM
+$9.9K
593
+9%
建仓
BETA
BETA TECHNOLOGIES INC COM SHS CL A
+$9.6K
340
减持
COP
CONOCOPHILLIPS COM
-$9.4K
235
-29%
减持
HUM
HUMANA INC COM
-$9.2K
210
-13%
减持
AXP
AMERICAN EXPRESS CO COM
-$9.1K
533
-14%
减持
IYH
ISHARES U.S. HEALTHCARE ETF
-$9.0K
55
-74%
减持
LMT
LOCKHEED MARTIN CORP COM
-$8.8K
214
-5%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$8.4K
0
-100%
增持
SPGI
S&P GLOBAL INC COM
+$8.3K
178
+2%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$7.8K
140
+2%
减持
TXN
TEXAS INSTRS INC COM
-$7.7K
51
-43%
增持
AMAT
APPLIED MATLS INC COM
+$7.5K
108
+9%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$7.3K
550
+1%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$7.2K
922
+2%
增持
WFC
WELLS FARGO & CO COM
+$7.1K
417
+10%
减持
CL
COLGATE PALMOLIVE CO COM
-$6.9K
14
-86%
减持
IHAK
ISHARES CYBERSECURITY & TECH ETF
-$6.8K
640
-11%
增持
BAC
BANK AMERICA CORP COM
+$6.7K
728
+13%
增持
PGR
PROGRESSIVE CORP COM
-$6.6K
432
+2%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$6.6K
2,635
+0%
减持
PSX
PHILLIPS 66 COM
-$6.6K
6
-89%
减持
SKYY
FIRST TRUST CLOUD COMPUTING ETF
-$6.6K
240
-15%
减持
V
VISA INC COM CL A
+$6.1K
1,537
-2%
减持
—
AON PLC SHS CL A
-$6.1K
95
-14%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$5.8K
3,076
-0%
减持
SHW
SHERWIN WILLIAMS CO COM
-$5.6K
20
-43%
减持
OTIS
OTIS WORLDWIDE CORP COM
-$5.6K
250
-17%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$5.6K
29
+16%
减持
CSCO
CISCO SYS INC COM
+$5.5K
1,255
-6%
增持
GM
GENERAL MTRS CO COM
+$5.5K
226
+7%
增持
EAOR
ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF
+$5.3K
295
+102%
建仓
MU
MICRON TECHNOLOGY INC COM
+$5.1K
18
减持
ZTS
ZOETIS INC CL A
-$5.1K
22
-59%
