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McKinley Carter Wealth Services, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
McKinley Carter Wealth Services, Inc.
报告期 2026-03-31 · CIK 0001484265
持仓数
305
前50大市值合计
$1.27B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 11
增持 56
减持 72
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
IEMG
ISHARES INC
-$30.8M
231,961
-66%
增持
IGSB
ISHARES TR
+$27.9M
1,220,525
+72%
减持
LQD
ISHARES TR
-$26.0M
73,459
-72%
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。
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$20.1M
1,970,825
+28%
建仓
EMXC
ISHARES INC
+$17.0M
279,927
增持
ARKK
ARK ETF TR
-$4.9M
307,237
+3%
清仓
RPM
RPM INTL INC
-$4.4M
0
-100%
增持
AGG
ISHARES TR
+$4.2M
698,326
+6%
建仓
AVGO
BROADCOM INC
+$3.4M
6,967
增持
IVE
ISHARES TR
+$2.6M
263,913
+9%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.5M
97,931
-29%
增持
IVV
ISHARES TR
+$2.5M
86,652
+7%
增持
GOVT
ISHARES TR
+$2.4M
368,117
+33%
减持
QUAL
ISHARES TR
-$2.4M
101,618
-15%
增持
IEFA
ISHARES TR
+$2.3M
488,752
+8%
增持
MTUM
ISHARES TR
+$2.1M
256,632
+4%
增持
IJR
ISHARES TR
+$1.7M
222,751
+11%
减持
SPEM
SPDR INDEX SHS FDS
-$1.7M
100,099
-23%
增持
IWN
ISHARES TR
+$1.4M
142,387
+10%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.4M
308,950
+8%
减持
IWB
ISHARES TR
-$1.3M
235,798
-2%
增持
MVBF
MVB FINL CORP
+$1.3M
55,713
+115%
减持
—
ACTIVISION BLIZZARD INC
-$1.1M
53,294
-2%
增持
TIP
ISHARES TR
+$1.0M
68,904
+14%
增持
COST
COSTCO WHSL CORP NEW
+$1.0M
18,669
+0%
减持
IJS
ISHARES TR
-$898.0K
66,796
-8%
增持
GPN
GLOBAL PMTS INC
-$884.0K
30,183
+0%
减持
VBR
VANGUARD INDEX FDS
-$843.0K
44,329
-8%
减持
IWP
ISHARES TR
-$810.0K
111,416
-5%
减持
VBK
VANGUARD INDEX FDS
-$803.0K
19,779
-10%
减持
IWM
ISHARES TR
-$776.0K
49,874
-2%
增持
MSFT
MICROSOFT CORP
+$700.0K
44,521
+2%
增持
SUB
ISHARES TR
+$606.0K
40,599
+16%
增持
MBB
ISHARES TR
+$598.0K
59,005
+10%
增持
TSCO
TRACTOR SUPPLY CO
+$536.0K
30,540
+1%
减持
—
ACCENTURE PLC IRELAND
+$522.0K
28,572
-2%
减持
GOOGL
ALPHABET INC
+$515.0K
3,599
-4%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$513.0K
10,454
+1%
建仓
TAIL
CAMBRIA ETF TR
+$510.0K
27,200
减持
IEI
ISHARES TR
-$478.0K
19,429
-16%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$474.0K
81,749
-9%
增持
WM
WASTE MGMT INC DEL
+$464.0K
40,554
+2%
增持
QCOM
QUALCOMM INC
-$445.0K
40,187
+2%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$434.0K
18,867
-10%
清仓
—
ALEXION PHARMACEUTICALS INC
-$423.0K
0
-100%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$421.0K
7,220
-28%
增持
USIG
ISHARES TR
+$420.0K
148,950
+6%
减持
EL
LAUDER ESTEE COS INC
-$418.0K
19,160
-1%
增持
ISTB
ISHARES TR
+$418.0K
73,659
+13%
减持
ROP
ROPER TECHNOLOGIES INC
-$399.0K
1,988
-27%
增持
IJH
ISHARES TR
+$393.0K
30,122
+7%
增持
ESGU
ISHARES TR
+$388.0K
12,812
+44%
建仓
NSC
NORFOLK SOUTHN CORP
+$383.0K
1,602
减持
INTU
INTUIT
+$371.0K
17,678
-5%
减持
EEM
ISHARES TR
-$365.0K
25,383
-15%
减持
AAPL
APPLE INC
+$363.0K
143,522
-1%
减持
IWO
ISHARES TR
-$356.0K
11,639
-4%
建仓
—
ASTRAZENECA PLC
+$355.0K
5,910
减持
—
CERNER CORP
-$354.0K
4,596
-47%
建仓
SUSC
ISHARES TR
+$347.0K
12,615
增持
HD
HOME DEPOT INC
+$346.0K
25,116
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$334.0K
246,327
-2%
减持
IJT
ISHARES TR
-$333.0K
36,257
-5%
增持
JPM
JPMORGAN CHASE & CO
+$331.0K
22,455
+4%
增持
SWK
STANLEY BLACK & DECKER INC
-$325.0K
21,342
+8%
减持
IWF
ISHARES TR
-$316.0K
72,380
-2%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$314.0K
0
-100%
清仓
AMLP
ALPS ETF TR
-$314.0K
0
-100%
清仓
BA
BOEING CO
-$311.0K
0
-100%
减持
CAT
CATERPILLAR INC
-$309.0K
8,426
-5%
减持
HEFA
ISHARES TR
-$297.0K
85,480
-9%
增持
TXN
TEXAS INSTRS INC
+$293.0K
10,951
+16%
增持
CSX
CSX CORP
+$288.0K
16,740
+156%
增持
SPGI
S&P GLOBAL INC
+$287.0K
13,737
+2%
增持
USHY
ISHARES TR
+$272.0K
81,451
+9%
减持
VNQ
VANGUARD INDEX FDS
-$271.0K
29,019
-8%
减持
VTV
VANGUARD INDEX FDS
-$270.0K
20,643
-7%
减持
GUNR
FLEXSHARES TR
-$268.0K
40,524
-11%
减持
VZ
VERIZON COMMUNICATIONS INC
-$257.0K
33,479
-9%
减持
NFLX
NETFLIX INC
-$247.0K
393
-57%
增持
MCD
MCDONALDS CORP
+$243.0K
13,965
+3%
建仓
XLF
SELECT SECTOR SPDR TR
+$230.0K
6,137
减持
PFE
PFIZER INC
+$230.0K
62,971
-1%
减持
T
AT&T INC
-$226.0K
62,094
-6%
清仓
—
BROOKFIELD INFRAST PARTNERS
-$223.0K
0
-100%
清仓
SPYV
SPDR SER TR
-$222.0K
0
-100%
减持
IWD
ISHARES TR
-$221.0K
32,668
-3%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$220.0K
17,111
-4%
清仓
WU
WESTERN UN CO
-$220.0K
0
-100%
减持
IEF
ISHARES TR
-$216.0K
10,377
-15%
建仓
BALL
BALL CORP
+$216.0K
2,400
建仓
CODI
COMPASS DIVERSIFIED
+$216.0K
7,657
清仓
CCI
CROWN CASTLE INTL CORP NEW
-$209.0K
0
-100%
增持
MMM
3M CO
-$207.0K
10,059
+1%
清仓
ELV
ANTHEM INC
-$207.0K
0
-100%
增持
FISV
FISERV INC
+$207.0K
47,679
+3%
建仓
—
PINNACLE FINL PARTNERS INC
+$206.0K
2,188
建仓
—
AON PLC
+$206.0K
720
增持
ABT
ABBOTT LABS
+$201.0K
50,538
+2%
清仓
CWB
SPDR SER TR
-$200.0K
0
-100%
减持
USMV
ISHARES TR
-$195.0K
12,467
-17%
减持
VO
VANGUARD INDEX FDS
-$187.0K
13,491
-5%
增持
MA
MASTERCARD INCORPORATED
-$179.0K
17,088
+2%
增持
APD
AIR PRODS & CHEMS INC
-$178.0K
5,844
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$172.0K
12,655
-8%
增持
CACI
CACI INTL INC
+$168.0K
19,213
+1%
减持
JNK
SPDR SER TR
-$165.0K
10,001
-13%
减持
TGT
TARGET CORP
-$165.0K
10,506
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$163.0K
5,691
+1%
减持
ES
EVERSOURCE ENERGY
-$155.0K
6,702
-23%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$150.0K
2,436
+68%
减持
AMZN
AMAZON COM INC
-$149.0K
423
-5%
减持
MRK
MERCK & CO INC
-$149.0K
8,795
-16%
减持
INTC
INTEL CORP
-$146.0K
31,590
-3%
增持
IWS
ISHARES TR
+$146.0K
84,029
+3%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$145.0K
49,562
-4%
减持
SLYV
SPDR SER TR
-$142.0K
14,384
-7%
增持
ESGD
ISHARES TR
+$141.0K
8,314
+29%
减持
VTI
VANGUARD INDEX FDS
-$140.0K
6,202
-9%
增持
WMT
WALMART INC
+$138.0K
5,747
+22%
增持
QQQ
INVESCO QQQ TR
+$133.0K
11,544
+2%
减持
—
EXXON MOBIL CORP
-$130.0K
11,049
-11%
增持
BX
BLACKSTONE INC
+$130.0K
5,210
+6%
减持
BND
VANGUARD BD INDEX FDS
-$127.0K
39,357
-3%
增持
USB
US BANCORP DEL
+$127.0K
33,406
+2%
减持
ANGL
VANECK ETF TRUST
-$126.0K
87,993
-5%
增持
VTEB
VANGUARD MUN BD FDS
+$122.0K
12,568
+23%
减持
XAR
SPDR SER TR
-$117.0K
3,097
-16%
减持
BOND
PIMCO ETF TR
-$113.0K
3,298
-23%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$112.0K
4,422
-18%
增持
EMB
ISHARES TR
+$110.0K
15,057
+9%
减持
CVX
CHEVRON CORP NEW
-$105.0K
15,447
-3%
减持
KMB
KIMBERLY-CLARK CORP
-$104.0K
2,721
-22%
增持
SO
SOUTHERN CO
+$103.0K
25,979
+4%
减持
SCHD
SCHWAB STRATEGIC TR
-$103.0K
12,644
-8%
减持
LOW
LOWES COS INC
+$102.0K
12,125
-0%
减持
USRT
ISHARES TR
-$102.0K
6,985
-20%
增持
PEP
PEPSICO INC
+$101.0K
20,391
+2%
减持
SLYG
SPDR SER TR
-$100.0K
10,631
-8%
减持
VLUE
ISHARES TR
-$97.0K
8,705
-6%
减持
SCHE
SCHWAB STRATEGIC TR
-$96.0K
9,266
-20%
减持
EFG
ISHARES TR
-$93.0K
27,601
-2%
减持
PG
PROCTER AND GAMBLE CO
+$91.0K
35,427
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$90.0K
6,583
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$89.0K
4,573
+26%
减持
IWR
ISHARES TR
-$87.0K
42,390
-1%
减持
IVW
ISHARES TR
-$83.0K
14,375
-9%
减持
IGIB
ISHARES TR
-$81.0K
5,312
-20%
增持
DGRO
ISHARES TR
+$81.0K
16,316
+11%
减持
GILD
GILEAD SCIENCES INC
-$81.0K
3,767
-25%