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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 52
减持 77
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$21.5M
361,188
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$6.7M
10,047
-75%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$6.0M
91,183
-24%
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
SHV
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
-$5.9M
140,462
-28%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$5.8M
142,975
+68%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$4.8M
76,590
+214%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$3.4M
571,579
+8%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$3.3M
561,371
+15%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$3.0M
213,979
+21%
增持
IVV
ISHARES CORE S&P 500 ETF
-$2.5M
118,495
+2%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$2.3M
385,564
-10%
建仓
VNQ
VANGUARD REAL ESTATE ETF
+$2.1M
24,061
减持
DSI
ISHARES ESG MSCI KLD 400 ETF
-$1.4M
72,480
-9%
增持
SPSB
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
+$1.4M
124,671
+59%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$1.3M
40,186
+64%
减持
FBND
FIDELITY TOTAL BOND ETF
-$1.1M
766,202
-2%
减持
MSFT
MICROSOFT CORP COM
-$1.0M
7,799
-4%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$993.8K
507,055
-1%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$651.8K
27,018
-5%
减持
FIW
FIRST TRUST WATER ETF
-$626.8K
6,009
-48%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$585.2K
71,918
+3%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$561.1K
73,149
+8%
减持
AAPL
APPLE INC COM
-$522.9K
22,040
-2%
减持
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
-$494.3K
22,461
-13%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$444.5K
138,259
+3%
减持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
-$315.0K
11,350
-36%
增持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
+$278.6K
140,648
+5%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$277.6K
1,953
-15%
减持
FDVV
FIDELITY HIGH DIVIDEND ETF
-$267.9K
27,627
-13%
减持
LLY
ELI LILLY & CO COM
-$261.9K
1,504
-2%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$246.1K
5,322
+102%
建仓
OUNZ
VANECK MERK GOLD ETF
+$193.0K
4,285
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$190.7K
14,343
+10%
增持
SPEM
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
+$175.5K
126,500
+3%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$169.2K
6,580
+12%
减持
JPM
JPMORGAN CHASE & CO COM
-$161.4K
3,374
-6%
减持
V
VISA INC COM CL A
-$159.4K
1,256
-18%
减持
AMZN
AMAZON COM INC COM
-$155.1K
5,548
-2%
减持
HWM
HOWMET AEROSPACE INC COM
+$139.4K
9,508
-5%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$117.1K
35,077
+8%
增持
VOO
VANGUARD S&P 500 ETF
-$116.9K
3,971
+0%
减持
LRCX
LAM RESEARCH CORP COM NEW
+$115.6K
3,909
-7%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$111.3K
1,144
+110%
建仓
TSPA
T. ROWE PRICE U.S. EQUITY RESEARCH ETF
+$108.1K
2,644
增持
GOOGL
ALPHABET INC CAP STK CL A
-$106.8K
4,235
+0%
减持
COST
COSTCO WHOLESALE CORPORATION COM
+$106.8K
912
-2%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$100.3K
678
+70%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$98.0K
3,022
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$94.7K
1,103
+0%
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$94.5K
265
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$84.4K
1,585
+0%
建仓
JMTG
JPMORGAN MORTGAGE-BACKED SECURITIES ETF
+$83.1K
1,630
减持
META
META PLATFORMS INC CL A
-$80.0K
895
-0%
减持
NVDA
NVIDIA CORPORATION COM
-$77.9K
6,004
-0%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$76.6K
388
-29%
减持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$76.3K
24,457
-8%
增持
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
+$73.9K
2,891
+55%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$71.1K
18,572
-10%
增持
JUST
GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF
+$70.1K
7,228
+17%
减持
VO
VANGUARD MID-CAP ETF
-$66.7K
3,064
-6%
增持
JNJ
JOHNSON & JOHNSON COM
+$64.8K
1,226
+8%
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$59.5K
6,299
-1%
增持
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
-$57.0K
416,910
+5%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$54.5K
803
-5%
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$52.3K
5,104
+28%
增持
TSLA
TESLA INC COM
-$50.2K
650
+0%
减持
GWW
WW GRAINGER INC COM
-$49.9K
69
-44%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$47.4K
4,528
+0%
减持
CRM
SALESFORCE INC COM
-$47.1K
483
-7%
减持
AVGO
BROADCOM INC COM
-$43.6K
1,143
-0%
增持
—
EXXON MOBIL CORP COM
+$42.2K
841
+1%
增持
T
AT&T INC COM
+$38.8K
3,426
+41%
减持
ORCL
ORACLE CORP COM
-$38.4K
730
-2%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$37.0K
222
+693%
减持
PGR
PROGRESSIVE CORP COM
-$36.7K
311
-28%
减持
AXP
AMERICAN EXPRESS CO COM
-$36.6K
531
-0%
建仓
REET
ISHARES GLOBAL REIT ETF
+$33.1K
1,317
增持
GOOG
ALPHABET INC CAP STK CL C
-$32.2K
1,243
+0%
减持
MMM
3M CO COM
-$32.0K
341
-33%
增持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
-$25.3K
6,541
+0%
清仓
PULS
PGIM ULTRA SHORT BOND ETF
-$24.9K
0
-100%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$24.5K
939
+54%
增持
KMI
KINDER MORGAN INC DEL COM
+$21.8K
3,468
+1%
减持
ABT
ABBOTT LABORATORIES COM
-$21.4K
503
-14%
增持
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
+$20.5K
42,240
+0%
减持
KR
KROGER CO COM
-$18.6K
604
-39%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$18.6K
108
-28%
增持
PAYX
PAYCHEX INC COM
-$18.2K
922
+0%
减持
HUM
HUMANA INC COM
-$17.9K
207
-1%
减持
INTC
INTEL CORP COM
+$17.7K
2,502
-0%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$17.5K
145
-53%
减持
TBLL
INVESCO SHORT TERM TREASURY ETF
-$16.8K
235
-40%
减持
SRLN
STATE STREET BLACKSTONE SENIOR LOAN ETF
-$16.2K
8,470
-2%
增持
SPGI
S&P GLOBAL INC COM
-$16.0K
181
+2%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$14.6K
2,092
-3%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$14.4K
1,788
-13%
减持
RFI
COHEN & STEERS TOTAL RETURN COM
-$13.5K
4,394
-22%
清仓
—
BLACKROCK MUNI INCOME TR II COM
-$13.2K
0
-100%
建仓
MYI
BLACKROCK MUNIYIELD QUALITY FD COM
+$12.8K
1,218
建仓
MHD
BLACKROCK MUNIHOLDINGS FD INC COM
+$12.7K
1,123
减持
GE
GE AEROSPACE COM NEW
-$12.5K
439
-1%
减持
AMGN
AMGEN INC COM
+$12.2K
858
-3%
减持
ICSH
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
-$12.1K
7,083
-3%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$12.0K
5,034
-4%
减持
HD
HOME DEPOT INC COM
-$12.0K
741
-0%
增持
—
EATON CORP PLC SHS
+$11.9K
296
+0%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$11.7K
355
-17%
清仓
BAX
BAXTER INTL INC COM
-$11.3K
0
-100%
减持
CNRG
STATE STREET SPDR S&P KENSHO CLEAN POWER ETF
-$11.3K
224
-36%
增持
AOA
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
+$10.9K
2,044
+8%
减持
MA
MASTERCARD INCORPORATED CL A
-$10.7K
126
-2%
减持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
+$10.5K
2,724
-1%
增持
IVW
ISHARES S&P 500 GROWTH ETF
-$10.2K
2,764
+6%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$10.0K
0
-100%
清仓
XMVFX
BLACKROCK MUNIVEST FD INC COM
-$9.9K
0
-100%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
+$9.7K
7,772
-4%
增持
FDRR
FIDELITY DIVIDEND ETF FOR RISING RATES
-$9.1K
4,451
+0%
增持
WMT
WALMART INC COM
+$8.8K
602
+2%
减持
WFC
WELLS FARGO & CO COM
-$8.7K
379
-9%
建仓
SPAB
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
+$8.7K
339
减持
EAOA
ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF
-$8.4K
129
-61%
建仓
MQY
BLACKROCK MUNIYILD QULT FD INC COM
+$8.0K
724
清仓
—
BLACKROCK CALIF MUN INCOME TR SH BEN INT
-$7.4K
0
-100%
建仓
MUC
BLACKROCK MUNIHLDNGS CALI COM
+$7.4K
708
减持
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
-$7.2K
4,002
-6%
增持
BIIB
BIOGEN INC COM
+$7.2K
927
+0%
增持
BETA
BETA TECHNOLOGIES INC COM SHS CL A
+$7.1K
1,135
+234%
减持
BKNG
BOOKING HOLDINGS INC COM
-$6.8K
2
-33%
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
+$6.8K
20
清仓
ISRG
INTUITIVE SURGICAL INC COM NEW
-$6.5K
0
-100%
减持
ABBV
ABBVIE INC COM
-$6.3K
408
-2%
增持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$6.1K
267
+536%
增持
AOR
ISHARES CORE 60/40 BALANCED ALLOCATION ETF
+$6.1K
1,325
+9%
减持
TJX
TJX COS INC NEW COM
+$6.1K
1,046
-0%
增持
BLK
BLACKROCK INC COM
-$5.7K
92
+5%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$5.5K
65
-3%
清仓
MLKN
MILLERKNOLL INC COM
-$5.5K
0
-100%
减持
COF
CAPITAL ONE FINL CORP COM
-$5.5K
55
-14%
减持
ELV
ELEVANCE HEALTH INC FORMERLY A COM
-$5.4K
75
-4%
减持
ADBE
ADOBE INC COM
-$5.1K
35
-10%
减持
BGRN
ISHARES TRUST ISHARES USD GREEN BOND ETF
-$5.1K
1
-99%
减持
DIS
DISNEY WALT CO COM
-$5.1K
235
-4%
减持
INTU
INTUIT COM
-$4.9K
7
-42%
减持
PFE
PFIZER INC COM
+$4.8K
2,716
-5%
增持
AJG
GALLAGHER ARTHUR J & CO COM
-$4.8K
145
+4%
减持
SYK
STRYKER CORPORATION COM
-$4.6K
140
-3%
减持
XJH
ISHARES ESG SELECT SCREENED S&P MID-CAP ETF
-$4.6K
3,204
-5%
减持
EMNT
PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND
-$4.5K
2,002
-3%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$4.5K
10,212
+0%
清仓
XMYDX
BLACKROCK MUNIYIELD FD INC COM
-$4.4K
0
-100%
