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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 7
增持 48
减持 80
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
VEA
VANGUARD TAX-MANAGED FDS
-$19.5M
2,007,795
-11%
减持
IGSB
ISHARES TR
-$17.4M
979,844
-25%
增持
EFG
ISHARES TR
+$16.2M
242,475
+1318%
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
AGG
ISHARES TR
+$9.5M
783,938
+21%
减持
IWS
ISHARES TR
-$7.8M
17,188
-81%
建仓
IMCG
ISHARES TR
+$7.6M
151,420
清仓
—
JACOBS ENGR GROUP INC
-$5.5M
0
-100%
建仓
J
JACOBS SOLUTIONS INC
+$4.8M
44,351
减持
IEFA
ISHARES TR
-$4.6M
664,830
-1%
减持
SPGI
S&P GLOBAL INC
-$4.0M
1,982
-86%
减持
ABT
ABBOTT LABS
-$3.7M
16,017
-67%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$3.6M
20,948
减持
VONV
VANGUARD SCOTTSDALE FDS
-$3.5M
507,255
-5%
减持
KMX
CARMAX INC
-$3.2M
3,713
-90%
增持
QQQJ
INVESCO EXCH TRADED FD TR II
+$3.0M
717,818
+29%
建仓
CNC
CENTENE CORP DEL
+$2.9M
37,025
增持
TSLA
TESLA INC
+$2.7M
12,931
+1083%
减持
IWB
ISHARES TR
-$2.5M
233,025
-0%
增持
VDE
VANGUARD WORLD FDS
+$2.5M
31,192
+374%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.0M
262,882
-12%
减持
SWK
STANLEY BLACK & DECKER INC
-$2.0M
3,117
-85%
清仓
DVYE
ISHARES INC
-$2.0M
0
-100%
增持
IVV
ISHARES TR
+$1.9M
118,095
+11%
减持
BND
VANGUARD BD INDEX FDS
-$1.8M
121,334
-13%
增持
VTEB
VANGUARD MUN BD FDS
+$1.8M
131,501
+45%
增持
GWW
GRAINGER W W INC
+$1.8M
5,709
+150%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.4M
52,087
-34%
增持
—
PROSHARES TR
+$1.3M
107,642
+428%
增持
MUB
ISHARES TR
+$1.3M
106,179
+17%
增持
IWL
ISHARES TR
+$1.2M
361,328
+10%
减持
QUAL
ISHARES TR
-$1.1M
64,961
-8%
减持
IWF
ISHARES TR
-$1.1M
63,699
-4%
增持
IVE
ISHARES TR
-$1.1M
299,017
+4%
增持
MSFT
MICROSOFT CORP
-$932.0K
42,102
+1%
增持
IJR
ISHARES TR
-$910.0K
283,758
+2%
减持
MTUM
ISHARES TR
-$902.0K
15,561
-28%
增持
GOVT
ISHARES TR
-$871.0K
965,488
+1%
增持
GOOGL
ALPHABET INC
-$866.0K
73,734
+1929%
减持
IWN
ISHARES TR
-$856.0K
109,718
-0%
减持
MUNI
PIMCO ETF TR
-$856.0K
342,943
-2%
减持
PFE
PFIZER INC
-$718.0K
60,749
-6%
增持
TJX
TJX COS INC NEW
+$686.0K
83,862
+4%
减持
PG
PROCTER AND GAMBLE CO
-$678.0K
31,963
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$644.0K
9,887
-1%
增持
SBUX
STARBUCKS CORP
+$606.0K
69,744
+1%
减持
SPEM
SPDR INDEX SHS FDS
-$592.0K
75,300
-11%
清仓
SHY
ISHARES TR
-$592.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$557.0K
16,570
-10%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$549.0K
10,229
-21%
减持
IJS
ISHARES TR
-$534.0K
38,767
-7%
减持
VBR
VANGUARD INDEX FDS
-$534.0K
27,749
-8%
增持
EL
LAUDER ESTEE COS INC
-$532.0K
19,207
+5%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$530.0K
125,392
-12%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$517.0K
23,090
-29%
增持
—
ACCENTURE PLC IRELAND
-$497.0K
27,949
+1%
减持
ANGL
VANECK ETF TRUST
-$496.0K
39,511
-30%
减持
ABBV
ABBVIE INC
-$482.0K
19,466
-4%
增持
FISV
FISERV INC
+$475.0K
54,355
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$450.0K
13,275
+0%
建仓
CHCO
CITY HLDG CO
+$447.0K
5,037
增持
IDV
ISHARES TR
-$435.0K
190,552
+9%
减持
LQD
ISHARES TR
-$433.0K
12,961
-19%
增持
USIG
ISHARES TR
-$425.0K
214,010
+2%
增持
QCOM
QUALCOMM INC
-$411.0K
39,560
+4%
增持
AAPL
APPLE INC
+$404.0K
142,636
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$388.0K
5,605
-6%
增持
WM
WASTE MGMT INC DEL
+$388.0K
39,570
+2%
增持
MBB
ISHARES TR
-$384.0K
88,386
+2%
减持
IWD
ISHARES TR
-$380.0K
28,825
-3%
减持
IJT
ISHARES TR
-$370.0K
20,663
-12%
增持
IEMG
ISHARES INC
+$365.0K
283,502
+18%
减持
HEFA
ISHARES TR
-$360.0K
43,107
-17%
减持
VUG
VANGUARD INDEX FDS
-$356.0K
22,029
-3%
增持
MA
MASTERCARD INCORPORATED
-$347.0K
18,584
+4%
减持
MCD
MCDONALDS CORP
-$342.0K
9,011
-8%
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$340.0K
10,483
减持
IWO
ISHARES TR
-$340.0K
8,112
-17%
减持
VO
VANGUARD INDEX FDS
-$335.0K
8,898
-13%
清仓
ISCG
ISHARES TR
-$319.0K
0
-100%
增持
CMCSA
COMCAST CORP NEW
-$311.0K
33,742
+2%
减持
IWM
ISHARES TR
-$310.0K
43,972
-2%
减持
USB
US BANCORP DEL
-$304.0K
35,965
-6%
减持
KO
COCA COLA CO
-$303.0K
14,100
-19%
清仓
IUSV
ISHARES TR
-$301.0K
0
-100%
清仓
IPKW
INVESCO EXCH TRADED FD TR II
-$300.0K
0
-100%
减持
SPYM
SPDR SER TR
-$295.0K
105,949
-1%
减持
IWP
ISHARES TR
-$294.0K
53,345
-6%
减持
PEP
PEPSICO INC
-$285.0K
37,222
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$285.0K
4,741
+110%
清仓
XLU
SELECT SECTOR SPDR TR
-$281.0K
0
-100%
减持
EFA
ISHARES TR
-$270.0K
20,507
-10%
减持
SLYG
SPDR SER TR
-$264.0K
5,061
-41%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$262.0K
3,381
-21%
清仓
XLP
SELECT SECTOR SPDR TR
-$261.0K
0
-100%
增持
CACI
CACI INTL INC
-$256.0K
19,699
+3%
减持
SLYV
SPDR SER TR
-$254.0K
8,157
-26%
减持
VBK
VANGUARD INDEX FDS
-$252.0K
14,422
-7%
清仓
BOND
PIMCO ETF TR
-$251.0K
0
-100%
减持
CSCO
CISCO SYS INC
-$251.0K
38,552
-8%
减持
SPDW
SPDR INDEX SHS FDS
-$246.0K
79,314
-0%
减持
VNQ
VANGUARD INDEX FDS
-$246.0K
16,526
-4%
减持
IEI
ISHARES TR
-$243.0K
11,076
-12%
减持
T
AT&T INC
-$241.0K
34,355
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$238.0K
13,890
-8%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$229.0K
0
-100%
清仓
HYG
ISHARES TR
-$229.0K
0
-100%
减持
AOA
ISHARES TR
-$227.0K
10,179
-23%
减持
IWY
ISHARES TR
-$221.0K
2,745
-37%
减持
TIP
ISHARES TR
-$220.0K
6,193
-19%
增持
GPN
GLOBAL PMTS INC
+$217.0K
34,129
+9%
清仓
IGIB
ISHARES TR
-$213.0K
0
-100%
建仓
DKS
DICKS SPORTING GOODS INC
+$209.0K
2,000
清仓
VAW
VANGUARD WORLD FDS
-$209.0K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$206.0K
16,361
-3%
清仓
ED
CONSOLIDATED EDISON INC
-$205.0K
0
-100%
减持
O
REALTY INCOME CORP
-$203.0K
5,851
-27%
清仓
—
BROOKFIELD INFRAST PARTNERS
-$202.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$198.0K
24,698
+0%
减持
SO
SOUTHERN CO
-$198.0K
10,111
-19%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$194.0K
20,183
-7%
增持
AMT
AMERICAN TOWER CORP NEW
-$189.0K
4,961
+1%
减持
JNK
SPDR SER TR
-$186.0K
3,144
-38%
增持
TSCO
TRACTOR SUPPLY CO
-$184.0K
29,118
+1%
减持
CVX
CHEVRON CORP NEW
-$175.0K
19,688
-5%
增持
HD
HOME DEPOT INC
+$173.0K
24,769
+2%
减持
INTC
INTEL CORP
-$166.0K
8,731
-16%
增持
VGT
VANGUARD WORLD FDS
+$165.0K
1,375
+74%
增持
INTU
INTUIT
+$164.0K
17,512
+2%
增持
DSEP
FIRST TR EXCHNG TRADED FD VI
+$160.0K
14,050
+68%
减持
APD
AIR PRODS & CHEMS INC
-$159.0K
6,744
-6%
减持
COST
COSTCO WHSL CORP NEW
-$154.0K
17,635
-0%
减持
META
META PLATFORMS INC
-$154.0K
5,178
-3%
减持
QQQ
INVESCO QQQ TR
-$150.0K
9,929
-1%
增持
MMM
3M CO
-$148.0K
11,097
+5%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$147.0K
1,416
-3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$147.0K
10,870
-5%
增持
COWZ
PACER FDS TR
-$137.0K
596,564
+4%
减持
ARKK
ARK ETF TR
-$136.0K
9,574
-23%
增持
AMZN
AMAZON COM INC
+$135.0K
13,186
+3%
减持
USMV
ISHARES TR
-$135.0K
8,330
-15%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$134.0K
64,334
+2%
减持
IWR
ISHARES TR
-$134.0K
28,899
-3%
减持
SCHE
SCHWAB STRATEGIC TR
-$133.0K
38,323
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$127.0K
4,065
-3%
增持
ESGD
ISHARES TR
-$127.0K
36,193
+5%
减持
TXN
TEXAS INSTRS INC
-$127.0K
10,450
-8%
减持
EEM
ISHARES TR
-$126.0K
23,323
-0%
增持
CAT
CATERPILLAR INC
-$123.0K
9,256
+1%
增持
—
LINDE PLC
+$122.0K
13,681
+10%
减持
TROW
PRICE T ROWE GROUP INC
-$119.0K
10,055
-3%
