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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 20
增持 39
减持 77
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
MTUM
ISHARES TR
-$33.9M
21,578
-90%
增持
IWL
ISHARES TR
+$28.0M
327,912
+2307%
减持
VTEB
VANGUARD MUN BD FDS
-$25.1M
90,896
-84%
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
ARKK
ARK ETF TR
-$20.8M
12,453
-96%
增持
COWZ
PACER FDS TR
+$20.5M
571,351
+584%
建仓
MUNI
PIMCO ETF TR
+$18.0M
350,510
减持
MUB
ISHARES TR
-$14.0M
90,580
-58%
增持
QQQJ
INVESCO EXCH TRADED FD TR II
+$12.4M
555,132
+3163%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$10.9M
2,268,201
+5%
减持
AGG
ISHARES TR
-$10.7M
648,959
-9%
减持
IWB
ISHARES TR
-$10.6M
233,514
-1%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$10.4M
531,207
+66%
减持
IWN
ISHARES TR
-$9.8M
110,190
-28%
增持
BND
VANGUARD BD INDEX FDS
+$7.3M
138,943
+254%
增持
IVV
ISHARES TR
-$6.9M
106,597
+2%
减持
AAPL
APPLE INC
-$5.5M
141,222
-1%
增持
IVE
ISHARES TR
-$4.9M
287,435
+1%
增持
IEFA
ISHARES TR
-$4.6M
673,146
+6%
减持
SCHF
SCHWAB STRATEGIC TR
-$4.6M
298,512
-22%
减持
IWF
ISHARES TR
-$4.3M
66,262
-2%
减持
QUAL
ISHARES TR
-$3.9M
70,285
-20%
减持
IWP
ISHARES TR
-$3.8M
56,522
-32%
增持
IJR
ISHARES TR
-$3.1M
277,578
+4%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$2.6M
141,834
增持
EMXC
ISHARES INC
-$2.5M
398,240
+7%
减持
GOOGL
ALPHABET INC
-$2.3M
3,634
-1%
减持
LQD
ISHARES TR
-$2.2M
16,008
-52%
减持
MSFT
MICROSOFT CORP
-$2.2M
41,804
-1%
减持
IGSB
ISHARES TR
-$2.1M
1,300,197
-1%
减持
VBR
VANGUARD INDEX FDS
-$1.9M
30,121
-17%
减持
COST
COSTCO WHSL CORP NEW
-$1.8M
17,697
-1%
减持
IWM
ISHARES TR
-$1.8M
44,648
-2%
减持
INTU
INTUIT
-$1.8M
17,173
-1%
减持
SUB
ISHARES TR
-$1.7M
18,720
-47%
减持
VUG
VANGUARD INDEX FDS
-$1.7M
22,742
-3%
减持
IEMG
ISHARES INC
-$1.7M
240,927
-1%
增持
IWS
ISHARES TR
-$1.6M
92,700
+1%
增持
—
ACCENTURE PLC IRELAND
-$1.3M
27,688
+3%
减持
TSCO
TRACTOR SUPPLY CO
-$1.3M
28,873
-3%
增持
AVGO
BROADCOM INC
-$1.2M
9,916
+3%
增持
IJH
ISHARES TR
-$1.2M
35,522
+3%
减持
QCOM
QUALCOMM INC
-$1.2M
38,204
-4%
减持
SPEM
SPDR INDEX SHS FDS
-$1.2M
84,241
-20%
建仓
QQQE
DIREXION SHS ETF TR
+$1.1M
17,166
增持
GOVT
ISHARES TR
+$1.1M
955,880
+9%
减持
VBK
VANGUARD INDEX FDS
-$1.0M
15,562
-6%
减持
IJT
ISHARES TR
-$982.0K
23,461
-15%
减持
SPYM
SPDR SER TR
-$971.0K
106,987
-1%
减持
IJS
ISHARES TR
-$970.0K
41,901
-9%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$952.0K
78,666
-14%
增持
SPGI
S&P GLOBAL INC
-$949.0K
13,745
+1%
减持
TIP
ISHARES TR
-$947.0K
7,637
-48%
减持
QQQ
INVESCO QQQ TR
-$918.0K
10,006
-3%
增持
SBUX
STARBUCKS CORP
-$861.0K
69,000
+2%
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$857.0K
24,945
减持
SWK
STANLEY BLACK & DECKER INC
-$798.0K
21,189
-2%
减持
MA
MASTERCARD INCORPORATED
-$782.0K
17,848
-1%
增持
GPN
GLOBAL PMTS INC
-$765.0K
31,368
+1%
减持
TGT
TARGET CORP
-$761.0K
7,131
-14%
减持
IWD
ISHARES TR
-$751.0K
29,658
-3%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$747.0K
9,988
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$731.0K
13,221
-1%
建仓
FAPR
FIRST TR EXCHNG TRADED FD VI
+$730.0K
25,730
减持
BNDX
VANGUARD CHARLOTTE FDS
-$720.0K
32,681
-27%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$714.0K
62,796
-16%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$686.0K
12,816
-45%
减持
HD
HOME DEPOT INC
-$672.0K
24,290
-1%
减持
—
JACOBS ENGR GROUP INC
-$668.0K
43,449
-3%
减持
VNQ
VANGUARD INDEX FDS
-$662.0K
17,241
-16%
建仓
VDE
VANGUARD WORLD FDS
+$654.0K
6,575
建仓
FJUN
FIRST TR EXCHNG TRADED FD VI
+$617.0K
17,549
增持
FISV
FISERV INC
-$600.0K
51,823
+1%
建仓
XLE
SELECT SECTOR SPDR TR
+$592.0K
8,283
建仓
SHY
ISHARES TR
+$592.0K
7,146
减持
EFG
ISHARES TR
-$561.0K
17,102
-15%
减持
IWO
ISHARES TR
-$557.0K
9,772
-3%
建仓
ITW
ILLINOIS TOOL WKS INC
+$539.0K
2,960
减持
DWX
SPDR INDEX SHS FDS
-$526.0K
21,591
-34%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$516.0K
12,950
-5%
增持
JPM
JPMORGAN CHASE & CO
-$515.0K
24,675
+2%
减持
VO
VANGUARD INDEX FDS
-$506.0K
10,192
-4%
减持
LLY
LILLY ELI & CO
+$500.0K
13,197
-0%
减持
CACI
CACI INTL INC
-$487.0K
19,162
-2%
建仓
FMAR
FIRST TR EXCHNG TRADED FD VI
+$485.0K
16,100
减持
ABT
ABBOTT LABS
-$475.0K
47,896
-0%
增持
CSCO
CISCO SYS INC
-$466.0K
42,055
+4%
增持
—
EXXON MOBIL CORP
+$464.0K
14,609
+53%
减持
IWR
ISHARES TR
-$459.0K
29,844
-3%
减持
HEFA
ISHARES TR
-$458.0K
51,782
-17%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$436.0K
12,223
-13%
减持
SPDW
SPDR INDEX SHS FDS
-$433.0K
79,487
-0%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$421.0K
6,305
-3%
减持
VTV
VANGUARD INDEX FDS
-$412.0K
16,876
-5%
减持
TJX
TJX COS INC NEW
-$389.0K
80,977
-0%
建仓
DOW
DOW INC
+$389.0K
7,545
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$375.0K
2,409
-46%
减持
IVW
ISHARES TR
-$373.0K
11,099
-19%
建仓
CTVA
CORTEVA INC
+$372.0K
6,879
减持
ANGL
VANECK ETF TRUST
-$368.0K
56,686
-9%
减持
WM
WASTE MGMT INC DEL
-$361.0K
38,905
-2%
清仓
XAR
SPDR SER TR
-$354.0K
0
-100%
减持
META
META PLATFORMS INC
-$342.0K
5,313
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$341.0K
11,404
-4%
增持
CAT
CATERPILLAR INC
-$335.0K
9,184
+4%
清仓
JPIN
J P MORGAN EXCHANGE-TRADED F
-$330.0K
0
-100%
增持
ESGU
ISHARES TR
-$328.0K
32,928
+8%
增持
DIS
DISNEY WALT CO
-$327.0K
8,143
+2%
减持
VB
VANGUARD INDEX FDS
-$325.0K
8,061
-2%
清仓
ISRG
INTUITIVE SURGICAL INC
-$302.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$297.0K
20,747
+25%
建仓
—
PROSHARES TR
+$294.0K
20,395
减持
SUSC
ISHARES TR
-$293.0K
37,145
-19%
增持
TFC
TRUIST FINL CORP
+$291.0K
11,058
+169%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$285.0K
2,019
清仓
VYM
VANGUARD WHITEHALL FDS
-$282.0K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$281.0K
4,014
增持
AMZN
AMAZON COM INC
-$262.0K
12,756
+2472%
建仓
XLP
SELECT SECTOR SPDR TR
+$261.0K
3,612
减持
GUNR
FLEXSHARES TR
-$250.0K
22,327
-8%
减持
JNK
SPDR SER TR
-$248.0K
5,092
-26%
增持
TXN
TEXAS INSTRS INC
-$247.0K
11,350
+5%
增持
TROW
PRICE T ROWE GROUP INC
-$246.0K
10,343
+10%
增持
DVYE
ISHARES INC
-$246.0K
73,809
+9%
减持
IEI
ISHARES TR
-$245.0K
12,645
-12%
减持
VTI
VANGUARD INDEX FDS
-$242.0K
5,724
-1%
清仓
VXF
VANGUARD INDEX FDS
-$240.0K
0
-100%
减持
VDC
VANGUARD WORLD FDS
-$239.0K
11,270
-5%
增持
TSLA
TESLA INC
-$237.0K
1,093
+21%
增持
ISTB
ISHARES TR
+$236.0K
107,221
+7%
清仓
XLF
SELECT SECTOR SPDR TR
-$235.0K
0
-100%
减持
EEM
ISHARES TR
-$232.0K
23,415
-10%
清仓
USRT
ISHARES TR
-$232.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$229.0K
4,267
+8%
增持
LOW
LOWES COS INC
-$228.0K
12,633
+5%
清仓
PNC
PNC FINL SVCS GROUP INC
-$228.0K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$228.0K
0
-100%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$225.0K
10,470
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$222.0K
0
-100%
减持
VLUE
ISHARES TR
-$220.0K
5,863
-18%
增持
KMX
CARMAX INC
-$218.0K
38,546
+0%
增持
—
LINDE PLC
-$218.0K
12,403
+5%
减持
SPMD
SPDR SER TR
-$217.0K
28,650
-0%
减持
HYG
ISHARES TR
-$217.0K
3,112
-43%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$216.0K
0
-100%
增持
EFA
ISHARES TR
-$215.0K
22,700
+2%
建仓
MPC
MARATHON PETE CORP
+$215.0K
2,612
清仓
IYG
ISHARES TR
-$215.0K
0
-100%
清仓
MRNA
MODERNA INC
-$214.0K
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$213.0K
0
-100%
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$212.0K
10,832