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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 15
增持 51
减持 73
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VTEB
VANGUARD MUN BD FDS
+$22.9M
428,902
+3313%
增持
IVV
ISHARES TR
+$9.4M
97,966
+13%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$6.5M
2,076,186
+5%
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
IWB
ISHARES TR
+$6.3M
239,176
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$6.0M
400,821
+63%
增持
IEFA
ISHARES TR
+$5.6M
560,723
+15%
增持
IVE
ISHARES TR
+$5.3M
279,101
+6%
增持
BND
VANGUARD BD INDEX FDS
+$5.2M
101,587
+158%
减持
AAPL
APPLE INC
+$5.2M
143,389
-0%
减持
ARKK
ARK ETF TR
-$4.9M
307,024
-0%
清仓
—
ACTIVISION BLIZZARD INC
-$4.1M
0
-100%
建仓
—
LINDE PLC
+$3.7M
10,620
减持
LQD
ISHARES TR
-$3.6M
46,767
-36%
增持
EMXC
ISHARES INC
+$2.9M
327,105
+17%
增持
TIP
ISHARES TR
+$2.6M
88,174
+28%
增持
IWN
ISHARES TR
+$2.5M
152,377
+7%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$2.3M
319,417
+3%
增持
SPEM
SPDR INDEX SHS FDS
+$2.3M
157,786
+58%
增持
MTUM
ISHARES TR
+$2.2M
260,010
+1%
减持
QCOM
QUALCOMM INC
+$2.1M
39,944
-1%
减持
HD
HOME DEPOT INC
+$2.1M
24,875
-1%
增持
IJR
ISHARES TR
+$2.1M
230,417
+3%
增持
MUB
ISHARES TR
+$2.0M
195,715
+10%
减持
IWP
ISHARES TR
-$2.0M
91,203
-18%
减持
—
ACCENTURE PLC IRELAND
+$2.0M
26,810
-6%
减持
COST
COSTCO WHSL CORP NEW
+$2.0M
18,251
-2%
增持
AVGO
BROADCOM INC
+$1.8M
7,824
+12%
减持
MSFT
MICROSOFT CORP
+$1.8M
42,690
-4%
减持
INTU
INTUIT
+$1.8M
17,578
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.7M
15,848
-2%
增持
ESGU
ISHARES TR
+$1.7M
27,013
+111%
增持
MBB
ISHARES TR
+$1.6M
74,014
+25%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.5M
58,565
+532%
增持
ESGD
ISHARES TR
+$1.4M
26,399
+218%
增持
USIG
ISHARES TR
+$1.4M
173,135
+16%
增持
IWS
ISHARES TR
+$1.4M
88,933
+6%
减持
IWF
ISHARES TR
+$1.4M
69,377
-4%
增持
IGSB
ISHARES TR
+$1.3M
1,261,325
+3%
增持
ABT
ABBOTT LABS
+$1.2M
51,291
+1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.2M
61,818
-24%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.2M
31,682
-36%
减持
IEMG
ISHARES INC
-$1.1M
220,706
-5%
增持
IWM
ISHARES TR
+$1.1M
53,946
+8%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.1M
13,404
-3%
减持
TSCO
TRACTOR SUPPLY CO
+$1.1M
30,411
-0%
减持
IJS
ISHARES TR
-$1.0M
54,456
-18%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$988.0K
10,444
-0%
增持
GOVT
ISHARES TR
+$957.0K
401,901
+9%
减持
PFE
PFIZER INC
+$929.0K
61,617
-2%
增持
VB
VANGUARD INDEX FDS
+$908.0K
8,642
+81%
建仓
QQQJ
INVESCO EXCH TRADED FD TR II
+$898.0K
26,746
增持
TJX
TJX COS INC NEW
+$879.0K
80,090
+2%
增持
IJH
ISHARES TR
+$845.0K
30,976
+3%
减持
GPN
GLOBAL PMTS INC
-$822.0K
29,099
-4%
减持
EL
LAUDER ESTEE COS INC
+$808.0K
17,706
-8%
减持
QUAL
ISHARES TR
+$787.0K
97,368
-4%
增持
VOO
VANGUARD INDEX FDS
+$787.0K
3,205
+107%
减持
VBK
VANGUARD INDEX FDS
-$761.0K
16,963
-14%
增持
WM
WASTE MGMT INC DEL
+$753.0K
40,804
+1%
减持
GOOGL
ALPHABET INC
+$749.0K
3,580
-1%
减持
ANGL
VANECK ETF TRUST
-$666.0K
67,987
-23%
减持
EFG
ISHARES TR
-$641.0K
20,836
-25%
增持
SBUX
STARBUCKS CORP
+$622.0K
69,934
+2%
增持
AGG
ISHARES TR
+$621.0K
708,363
+1%
减持
LOW
LOWES COS INC
+$610.0K
11,871
-2%
建仓
SUSB
ISHARES TR
+$582.0K
22,679
减持
SPGI
S&P GLOBAL INC
+$553.0K
13,541
-1%
增持
SUSC
ISHARES TR
+$537.0K
32,380
+157%
建仓
XJH
ISHARES TR
+$531.0K
13,674
减持
ABBV
ABBVIE INC
+$518.0K
18,954
-0%
清仓
TAIL
CAMBRIA ETF TR
-$510.0K
0
-100%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$507.0K
2,123
-71%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$504.0K
109,211
+12%
减持
SPYM
SPDR SER TR
+$486.0K
110,373
-2%
增持
ISTB
ISHARES TR
+$485.0K
84,215
+14%
建仓
HYXF
ISHARES TR
+$475.0K
9,208
减持
VBR
VANGUARD INDEX FDS
-$465.0K
39,353
-11%
增持
ESGE
ISHARES INC
+$447.0K
16,546
+224%
增持
EMB
ISHARES TR
+$421.0K
19,054
+27%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$419.0K
9,967
-2%
减持
HEFA
ISHARES TR
-$416.0K
71,447
-16%
建仓
TFC
TRUIST FINL CORP
+$412.0K
7,030
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$390.0K
14,604
-23%
减持
SCHD
SCHWAB STRATEGIC TR
-$383.0K
6,883
-46%
减持
—
MEDTRONIC PLC
-$358.0K
11,746
-6%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$351.0K
0
-100%
减持
IWO
ISHARES TR
-$340.0K
10,501
-10%
增持
CVX
CHEVRON CORP NEW
+$337.0K
16,222
+5%
减持
IUSV
ISHARES TR
-$336.0K
4,724
-52%
减持
VZ
VERIZON COMMUNICATIONS INC
-$332.0K
28,398
-15%
清仓
—
CERNER CORP
-$324.0K
0
-100%
减持
CSCO
CISCO SYS INC
+$310.0K
39,389
-2%
减持
IEF
ISHARES TR
-$301.0K
7,786
-25%
减持
VO
VANGUARD INDEX FDS
-$300.0K
11,359
-16%
减持
PEP
PEPSICO INC
+$297.0K
19,363
-5%
减持
IJT
ISHARES TR
-$296.0K
31,838
-12%
增持
USHY
ISHARES TR
+$295.0K
89,246
+10%
减持
VNQ
VANGUARD INDEX FDS
-$278.0K
23,067
-21%
清仓
SPTI
SPDR SER TR
-$273.0K
0
-100%
建仓
USXF
ISHARES TR
+$266.0K
6,746
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$251.0K
7,100
增持
IDV
ISHARES TR
+$250.0K
137,428
+4%
建仓
DDEC
FIRST TR EXCHNG TRADED FD VI
+$249.0K
7,600
减持
MMM
3M CO
-$245.0K
8,556
-15%
减持
DIS
DISNEY WALT CO
-$243.0K
8,809
-7%
减持
APD
AIR PRODS & CHEMS INC
+$242.0K
5,713
-2%
减持
JNK
SPDR SER TR
-$242.0K
7,844
-22%
增持
TSLA
TESLA INC
+$240.0K
773
+4%
清仓
DON
WISDOMTREE TR
-$240.0K
0
-100%
建仓
XLRE
SELECT SECTOR SPDR TR
+$240.0K
4,639
增持
CACI
CACI INTL INC
+$239.0K
19,595
+2%
建仓
NVDA
NVIDIA CORPORATION
+$232.0K
788
减持
DGRO
ISHARES TR
-$228.0K
10,646
-35%
建仓
CCI
CROWN CASTLE INTL CORP NEW
+$224.0K
1,075
减持
SLYV
SPDR SER TR
-$222.0K
11,298
-21%
减持
—
JACOBS ENGR GROUP INC
+$221.0K
44,332
-1%
清仓
SDY
SPDR SER TR
-$220.0K
0
-100%
减持
VDC
VANGUARD WORLD FDS
+$219.0K
11,893
-1%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$218.0K
6,365
-9%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$218.0K
16,202
-5%
清仓
BALL
BALL CORP
-$216.0K
0
-100%
建仓
—
BROOKFIELD INFRAST PARTNERS
+$215.0K
3,528
增持
CAT
CATERPILLAR INC
+$211.0K
8,847
+5%
清仓
XSLV
INVESCO EXCH TRADED FD TR II
-$211.0K
0
-100%
清仓
—
AON PLC
-$206.0K
0
-100%
建仓
FDS
FACTSET RESH SYS INC
+$206.0K
424
建仓
SUSA
ISHARES TR
+$205.0K
1,928
清仓
EMR
EMERSON ELEC CO
-$204.0K
0
-100%
增持
PLD
PROLOGIS INC.
+$198.0K
4,605
+0%
减持
TXN
TEXAS INSTRS INC
-$197.0K
10,123
-8%
减持
T
AT&T INC
-$194.0K
60,274
-3%
增持
IWY
ISHARES TR
+$187.0K
4,566
+15%
减持
SPY
SPDR S&P 500 ETF TR
-$181.0K
5,567
-15%
减持
HYG
ISHARES TR
-$179.0K
6,779
-23%
减持
GUNR
FLEXSHARES TR
-$178.0K
33,049
-18%
增持
ECL
ECOLAB INC
+$178.0K
6,044
+2%
减持
INTC
INTEL CORP
-$171.0K
29,353
-7%
减持
MA
MASTERCARD INCORPORATED
+$163.0K
16,989
-1%
增持
EFA
ISHARES TR
+$162.0K
21,072
+10%
减持
—
LIFE STORAGE INC
+$153.0K
4,082
-1%
减持
QQQ
INVESCO QQQ TR
+$153.0K
10,773
-7%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$151.0K
3,388
-45%
减持
JPIN
J P MORGAN EXCHANGE-TRADED F
-$151.0K
5,832
-29%
减持
USRT
ISHARES TR
-$150.0K
3,853
-45%
减持
KXI
ISHARES TR
+$148.0K
34,783
-1%
减持
IWD
ISHARES TR
+$140.0K
31,280
-4%
增持
SHW
SHERWIN WILLIAMS CO
+$132.0K
1,780
+1%
减持
NOBL
PROSHARES TR
+$126.0K
14,250
-1%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$125.0K
77,018
-5%
增持
VGT
VANGUARD WORLD FDS
+$123.0K
864
+27%