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
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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 14
增持 55
减持 68
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
GOVT
ISHARES TR
+$11.1M
874,440
+118%
减持
MTUM
ISHARES TR
-$10.4M
219,099
-16%
减持
TIP
ISHARES TR
-$9.6M
14,585
-83%
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
ARKK
ARK ETF TR
-$7.7M
321,372
+5%
增持
VTEB
VANGUARD MUN BD FDS
+$6.1M
574,243
+34%
减持
BND
VANGUARD BD INDEX FDS
-$5.5M
39,289
-61%
增持
AGG
ISHARES TR
-$4.2M
715,617
+1%
建仓
COWZ
PACER FDS TR
+$4.2M
83,485
减持
IWB
ISHARES TR
-$4.1M
236,500
-1%
增持
LLY
LILLY ELI & CO
+$3.2M
13,198
+544%
增持
PEP
PEPSICO INC
+$3.1M
38,641
+100%
减持
HD
HOME DEPOT INC
-$3.0M
24,502
-1%
减持
INTU
INTUIT
-$2.9M
17,422
-1%
减持
IWM
ISHARES TR
-$2.6M
45,635
-15%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$2.6M
2,153,308
+4%
减持
SPEM
SPDR INDEX SHS FDS
-$2.5M
105,681
-33%
减持
IWF
ISHARES TR
-$2.4M
67,598
-3%
增持
IJR
ISHARES TR
+$2.4M
266,917
+16%
增持
IEFA
ISHARES TR
+$2.4M
636,351
+13%
减持
QUAL
ISHARES TR
-$2.4M
87,645
-10%
减持
IWP
ISHARES TR
-$2.2M
82,631
-9%
减持
LQD
ISHARES TR
-$2.2M
33,118
-29%
减持
—
ACCENTURE PLC IRELAND
-$2.1M
26,792
-0%
减持
SBUX
STARBUCKS CORP
-$2.0M
67,412
-4%
增持
EMXC
ISHARES INC
+$1.7M
370,557
+13%
增持
EL
LAUDER ESTEE COS INC
-$1.7M
17,801
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.6M
380,486
-5%
减持
ABT
ABBOTT LABS
-$1.5M
47,983
-6%
减持
MSFT
MICROSOFT CORP
-$1.4M
42,104
-1%
减持
VUG
VANGUARD INDEX FDS
-$1.3M
23,500
-7%
减持
QCOM
QUALCOMM INC
-$1.2M
39,632
-1%
减持
MVBF
MVB FINL CORP
-$1.2M
25,876
-54%
增持
KMX
CARMAX INC
-$1.2M
38,407
+1%
增持
IWL
ISHARES TR
+$1.2M
13,625
+538%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.2M
91,644
-16%
增持
TJX
TJX COS INC NEW
-$1.2M
81,078
+1%
建仓
UNP
UNION PAC CORP
+$1.1M
4,100
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.1M
44,599
-28%
建仓
GWW
GRAINGER W W INC
+$1.1M
2,070
建仓
AMT
AMERICAN TOWER CORP NEW
+$1.1M
4,243
减持
SPY
SPDR S&P 500 ETF TR
-$1.0M
3,536
-36%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.0M
13,398
-0%
减持
IJS
ISHARES TR
-$990.0K
45,903
-16%
减持
IJT
ISHARES TR
-$966.0K
27,602
-13%
减持
INTC
INTEL CORP
-$949.0K
11,358
-61%
减持
IWR
ISHARES TR
-$909.0K
30,615
-23%
减持
VOO
VANGUARD INDEX FDS
-$884.0K
1,241
-61%
减持
O
REALTY INCOME CORP
-$867.0K
8,968
-57%
增持
AVGO
BROADCOM INC
+$859.0K
9,632
+23%
增持
MUB
ISHARES TR
+$856.0K
215,375
+10%
减持
MCD
MCDONALDS CORP
-$838.0K
10,044
-19%
增持
UPS
UNITED PARCEL SERVICE INC
+$837.0K
5,466
+250%
减持
SO
SOUTHERN CO
-$814.0K
12,589
-50%
减持
KO
COCA COLA CO
-$811.0K
17,945
-45%
增持
SPGI
S&P GLOBAL INC
-$808.0K
13,609
+1%
增持
CVX
CHEVRON CORP NEW
+$803.0K
16,625
+2%
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$764.0K
20,184
增持
IVE
ISHARES TR
+$736.0K
285,459
+2%
增持
CLX
CLOROX CO DEL
+$722.0K
7,908
+265%
增持
MBB
ISHARES TR
+$716.0K
85,077
+15%
减持
TGT
TARGET CORP
-$715.0K
8,333
-22%
增持
SWK
STANLEY BLACK & DECKER INC
-$699.0K
21,601
+10%
增持
CMCSA
COMCAST CORP NEW
+$696.0K
30,639
+109%
减持
VBK
VANGUARD INDEX FDS
-$691.0K
16,480
-3%
增持
ABBV
ABBVIE INC
+$684.0K
20,049
+6%
减持
IEI
ISHARES TR
-$675.0K
14,367
-24%
减持
T
AT&T INC
-$673.0K
34,294
-43%
减持
AAPL
APPLE INC
-$672.0K
141,971
-1%
减持
VBR
VANGUARD INDEX FDS
-$672.0K
36,182
-8%
减持
SUB
ISHARES TR
-$667.0K
35,429
-13%
减持
VZ
VERIZON COMMUNICATIONS INC
-$645.0K
16,317
-43%
减持
META
META PLATFORMS INC
-$638.0K
5,392
-1%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$636.0K
23,361
-26%
增持
LOW
LOWES COS INC
-$634.0K
12,043
+1%
减持
SCHE
SCHWAB STRATEGIC TR
-$623.0K
40,057
-32%
减持
CACI
CACI INTL INC
+$611.0K
19,537
-0%
增持
ISTB
ISHARES TR
+$599.0K
99,997
+19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$575.0K
3,950
+44%
减持
QQQ
INVESCO QQQ TR
-$564.0K
10,267
-5%
增持
LMT
LOCKHEED MARTIN CORP
+$553.0K
5,747
+3%
增持
IVV
ISHARES TR
+$546.0K
104,200
+6%
增持
ORCL
ORACLE CORP
+$537.0K
11,836
+133%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$531.0K
14,035
-13%
减持
IWO
ISHARES TR
-$504.0K
10,062
-4%
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$502.0K
14,768
减持
WM
WASTE MGMT INC DEL
-$497.0K
39,831
-2%
增持
IJH
ISHARES TR
+$491.0K
34,509
+11%
减持
IEF
ISHARES TR
-$460.0K
4,051
-48%
增持
IWN
ISHARES TR
-$454.0K
153,953
+1%
增持
JNJ
JOHNSON & JOHNSON
+$452.0K
17,949
+13%
减持
SPYM
SPDR SER TR
-$447.0K
107,566
-3%
减持
VNQ
VANGUARD INDEX FDS
-$443.0K
20,605
-11%
增持
USIG
ISHARES TR
+$441.0K
195,935
+13%
增持
UNH
UNITEDHEALTH GROUP INC
+$436.0K
16,460
+4%
增持
IDV
ISHARES TR
+$428.0K
148,382
+8%
减持
HEFA
ISHARES TR
-$418.0K
62,038
-13%
增持
DNOV
FIRST TR EXCHNG TRADED FD VI
+$410.0K
19,085
+169%
减持
QQQJ
INVESCO EXCH TRADED FD TR II
-$404.0K
17,012
-36%
减持
KXI
ISHARES TR
-$384.0K
30,083
-14%
减持
VO
VANGUARD INDEX FDS
-$380.0K
10,568
-7%
清仓
MDLZ
MONDELEZ INTL INC
-$360.0K
0
-100%
减持
EFG
ISHARES TR
-$360.0K
20,135
-3%
增持
JPM
JPMORGAN CHASE & CO
-$354.0K
24,163
+5%
减持
BNL
BROADSTONE NET LEASE INC
-$352.0K
11,938
-52%
增持
PFE
PFIZER INC
-$345.0K
63,600
+3%
减持
ANGL
VANECK ETF TRUST
-$342.0K
62,498
-8%
增持
FOCT
FIRST TR EXCHNG TRADED FD VI
+$340.0K
24,151
+71%
减持
TSCO
TRACTOR SUPPLY CO
-$325.0K
29,698
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$319.0K
10,303
-1%
增持
MA
MASTERCARD INCORPORATED
+$309.0K
17,946
+6%
增持
GPN
GLOBAL PMTS INC
+$302.0K
30,954
+6%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$295.0K
0
-100%
建仓
—
DUKE REALTY CORP
+$290.0K
5,000
增持
V
VISA INC
+$284.0K
5,357
+28%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$280.0K
4,445
+73%
减持
ROP
ROPER TECHNOLOGIES INC
-$276.0K
1,104
-32%
增持
SUSC
ISHARES TR
+$269.0K
45,894
+42%
减持
DIS
DISNEY WALT CO
-$268.0K
7,993
-9%
增持
IEMG
ISHARES INC
+$265.0K
242,587
+10%
清仓
NFLX
NETFLIX INC
-$258.0K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$255.0K
0
-100%
建仓
EBND
SPDR SER TR
+$253.0K
11,119
建仓
XLV
SELECT SECTOR SPDR TR
+$252.0K
1,840
清仓
SPLB
SPDR SER TR
-$251.0K
0
-100%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$248.0K
0
-100%
增持
USHY
ISHARES TR
+$248.0K
100,978
+13%
清仓
BNY
BANK NEW YORK MELLON CORP
-$238.0K
0
-100%
增持
CSCO
CISCO SYS INC
-$237.0K
40,511
+3%
清仓
XLE
SELECT SECTOR SPDR TR
-$234.0K
0
-100%
清仓
CODI
COMPASS DIVERSIFIED
-$234.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$228.0K
9,528
+4%
增持
VONV
VANGUARD SCOTTSDALE FDS
-$227.0K
320,430
+0%
增持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$221.0K
16,763
+63%
清仓
IXN
ISHARES TR
-$218.0K
0
-100%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
-$217.0K
6,505
+2%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$216.0K
784
清仓
NNN
NATIONAL RETAIL PROPERTIES I
-$216.0K
0
-100%
建仓
ESML
ISHARES TR
+$209.0K
5,502
减持
VB
VANGUARD INDEX FDS
-$208.0K
8,212
-5%
增持
AMZN
AMAZON COM INC
+$207.0K
496
+17%
清仓
FDS
FACTSET RESH SYS INC
-$206.0K
0
-100%
清仓
SUSA
ISHARES TR
-$205.0K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$204.0K
79,495
-1%
建仓
ED
CONSOLIDATED EDISON INC
+$204.0K
2,153
建仓
TD
TORONTO DOMINION BK ONT
+$203.0K
2,556
建仓
EMR
EMERSON ELEC CO
+$203.0K
2,066
减持
IWD
ISHARES TR
-$202.0K
30,430
-3%
减持
SHW
SHERWIN WILLIAMS CO
-$196.0K
1,728
-3%
减持
NKE
NIKE INC
-$192.0K
4,794
-5%
增持
GOOGL
ALPHABET INC
-$183.0K
3,663
+2%