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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 19
增持 72
减持 48
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$12.0M
2,024,504
+1%
增持
BND
VANGUARD BD INDEX FDS
+$5.5M
197,142
+62%
增持
AGG
ISHARES TR
+$5.4M
834,208
+6%
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
IVE
ISHARES TR
+$4.5M
295,818
-1%
减持
IEFA
ISHARES TR
+$4.3M
637,389
-4%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$4.2M
96,570
减持
QUAL
ISHARES TR
-$4.1M
23,061
-65%
建仓
OEF
ISHARES TR
+$3.7M
21,439
增持
COWZ
PACER FDS TR
+$3.6M
605,999
+2%
减持
MUNI
PIMCO ETF TR
-$3.4M
268,764
-22%
增持
EFG
ISHARES TR
+$3.2M
248,225
+2%
增持
IVV
ISHARES TR
+$3.2M
118,519
+0%
建仓
IWX
ISHARES TR
+$3.1M
47,489
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.0M
77,264
+283%
增持
EFA
ISHARES TR
+$2.6M
57,296
+179%
建仓
XCEM
COLUMBIA ETF TR II
+$2.6M
100,644
增持
VTEB
VANGUARD MUN BD FDS
+$2.4M
176,139
+34%
减持
VONV
VANGUARD SCOTTSDALE FDS
+$2.3M
489,673
-3%
增持
QQQJ
INVESCO EXCH TRADED FD TR II
+$2.2M
758,854
+6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.2M
33,155
+777%
增持
IEMG
ISHARES INC
+$2.2M
307,504
+8%
减持
TSLA
TESLA INC
-$2.0M
11,217
-13%
减持
IWB
ISHARES TR
+$2.0M
227,994
-2%
增持
IWL
ISHARES TR
+$2.0M
362,980
+0%
增持
SPEM
SPDR INDEX SHS FDS
+$1.9M
127,355
+69%
减持
GOVT
ISHARES TR
-$1.8M
887,885
-8%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$1.7M
22,055
-82%
建仓
FIW
FIRST TR EXCHANGE TRADED FD
+$1.7M
21,290
增持
IDV
ISHARES TR
+$1.7M
219,310
+15%
增持
AVGO
BROADCOM INC
+$1.4M
11,192
+3%
增持
VB
VANGUARD INDEX FDS
+$1.4M
14,856
+89%
增持
HD
HOME DEPOT INC
+$1.4M
25,977
+5%
减持
IGSB
ISHARES TR
-$1.3M
943,063
-4%
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$1.3M
61,048
+132%
减持
IJR
ISHARES TR
+$1.3M
275,114
-3%
减持
AAPL
APPLE INC
-$1.2M
142,534
-0%
增持
SBUX
STARBUCKS CORP
+$1.2M
70,843
+2%
减持
TJX
TJX COS INC NEW
+$1.1M
79,815
-5%
增持
GWW
GRAINGER W W INC
+$1.1M
7,007
+23%
减持
MA
MASTERCARD INCORPORATED
+$1.1M
18,366
-1%
增持
SPYM
SPDR SER TR
+$1.1M
123,122
+16%
增持
VDE
VANGUARD WORLD FDS
+$1.1M
35,035
+12%
减持
EMXC
ISHARES INC
-$1.1M
377,621
-12%
增持
JPM
JPMORGAN CHASE & CO
+$1.1M
27,117
+10%
减持
TSCO
TRACTOR SUPPLY CO
+$1.0M
28,699
-1%
增持
AJG
GALLAGHER ARTHUR J & CO
+$1.0M
24,371
+16%
增持
PEP
PEPSICO INC
+$977.6K
39,049
+5%
增持
PG
PROCTER AND GAMBLE CO
+$932.2K
32,774
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$883.8K
6,267
+12%
减持
USIG
ISHARES TR
-$881.4K
191,439
-11%
清仓
SCHE
SCHWAB STRATEGIC TR
-$858.0K
0
-100%
减持
IJH
ISHARES TR
+$819.0K
36,235
-0%
增持
—
LINDE PLC
+$802.5K
13,767
+1%
增持
IMCG
ISHARES TR
+$786.0K
156,181
+3%
增持
CVX
CHEVRON CORP NEW
+$761.1K
20,002
+2%
增持
CAT
CATERPILLAR INC
+$760.5K
9,516
+3%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$754.9K
48,260
+217%
增持
ABBV
ABBVIE INC
+$730.4K
20,688
+6%
增持
CNC
CENTENE CORP DEL
+$657.7K
43,150
+17%
增持
PFE
PFIZER INC
+$629.6K
64,161
+6%
增持
EL
LAUDER ESTEE COS INC
+$629.4K
19,251
+0%
减持
IWN
ISHARES TR
+$606.3K
106,384
-3%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$606.0K
8,957
-9%
清仓
SPGI
S&P GLOBAL INC
-$605.0K
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$602.9K
7,049
+5%
减持
SCHF
SCHWAB STRATEGIC TR
+$593.8K
248,022
-6%
减持
CACI
CACI INTL INC
+$581.4K
19,044
-3%
增持
FOCT
FIRST TR EXCHNG TRADED FD VI
+$566.6K
40,006
+64%
增持
CSCO
CISCO SYS INC
+$565.8K
44,244
+15%
增持
J
JACOBS SOLUTIONS INC
+$563.9K
44,773
+1%
减持
AMZN
AMAZON COM INC
-$542.8K
11,276
-14%
增持
SCHD
SCHWAB STRATEGIC TR
+$539.8K
12,891
+97%
建仓
IDHQ
INVESCO EXCH TRADED FD TR II
+$520.0K
21,024
增持
MSFT
MICROSOFT CORP
+$520.0K
43,053
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$511.0K
13,154
-1%
减持
MBB
ISHARES TR
-$508.7K
81,782
-7%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$500.4K
12,683
-45%
减持
LLY
LILLY ELI & CO
+$497.3K
13,200
-1%
增持
VOO
VANGUARD INDEX FDS
+$496.7K
2,638
+101%
增持
XLE
SELECT SECTOR SPDR TR
+$477.5K
12,936
+42%
增持
UPS
UNITED PARCEL SERVICE INC
+$472.5K
9,075
+33%
增持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$467.0K
28,494
+93%
增持
JNJ
JOHNSON & JOHNSON
+$463.3K
17,947
+8%
减持
MUB
ISHARES TR
-$454.4K
98,916
-7%
增持
GOOGL
ALPHABET INC
-$450.8K
74,829
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$439.5K
16,616
+0%
建仓
KHC
KRAFT HEINZ CO
+$432.8K
10,632
减持
GPN
GLOBAL PMTS INC
-$432.8K
32,775
-4%
减持
IWS
ISHARES TR
-$429.3K
11,598
-33%
建仓
XLF
SELECT SECTOR SPDR TR
+$423.3K
12,378
减持
IEI
ISHARES TR
-$422.5K
7,342
-34%
减持
IWD
ISHARES TR
+$401.0K
28,493
-1%
增持
ORCL
ORACLE CORP
+$399.0K
15,463
+9%
减持
HEFA
ISHARES TR
-$397.1K
32,998
-23%
减持
ABT
ABBOTT LABS
-$384.9K
10,612
-34%
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$373.3K
10,773
减持
FISV
FISERV INC
+$373.0K
54,012
-1%
清仓
ARKK
ARK ETF TR
-$361.0K
0
-100%
增持
IJS
ISHARES TR
+$360.7K
38,952
+0%
增持
—
EXXON MOBIL CORP
+$356.1K
13,528
+4%
增持
ESGD
ISHARES TR
+$350.4K
36,224
+0%
减持
LQD
ISHARES TR
-$339.5K
9,376
-28%
增持
DOCT
FIRST TR EXCHNG TRADED FD VI
+$331.2K
23,866
+75%
增持
UNP
UNION PAC CORP
+$329.8K
5,987
+28%
减持
IWP
ISHARES TR
-$320.7K
46,212
-13%
增持
CMCSA
COMCAST CORP NEW
+$311.4K
37,215
+10%
增持
IWR
ISHARES TR
+$308.1K
31,196
+8%
增持
CSX
CSX CORP
+$306.2K
23,184
+50%
清仓
IEF
ISHARES TR
-$303.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$302.7K
17,580
-0%
增持
SUB
ISHARES TR
+$293.8K
21,461
+13%
建仓
HYLB
DBX ETF TR
+$292.2K
8,668
增持
PLD
PROLOGIS INC.
+$287.9K
6,749
+45%
增持
NOBL
PROSHARES TR
+$278.4K
17,473
+8%
增持
MRK
MERCK & CO INC
+$276.2K
7,753
+14%
清仓
JNK
SPDR SER TR
-$276.0K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
+$270.8K
78,033
-2%
建仓
GILD
GILEAD SCIENCES INC
+$268.5K
3,127
建仓
HON
HONEYWELL INTL INC
+$263.1K
1,228
增持
TROW
PRICE T ROWE GROUP INC
+$260.3K
12,069
+20%
建仓
ISRG
INTUITIVE SURGICAL INC
+$257.9K
972
增持
V
VISA INC
+$257.3K
5,840
+9%
减持
QCOM
QUALCOMM INC
-$245.2K
38,419
-3%
清仓
KMX
CARMAX INC
-$245.0K
0
-100%
减持
ISTB
ISHARES TR
-$241.4K
104,816
-5%
清仓
—
DUKE REALTY CORP
-$241.0K
0
-100%
减持
MCD
MCDONALDS CORP
+$240.9K
8,803
-2%
增持
TXN
TEXAS INSTRS INC
+$236.0K
11,215
+7%
增持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$235.1K
23,049
+31%
清仓
SWK
STANLEY BLACK & DECKER INC
-$234.0K
0
-100%
建仓
BAC
BANK AMERICA CORP
+$231.1K
6,978
减持
VBR
VANGUARD INDEX FDS
+$223.4K
26,463
-5%
增持
USB
US BANCORP DEL
+$221.9K
38,338
+7%
减持
TIP
ISHARES TR
-$221.4K
4,027
-35%
建仓
XLI
SELECT SECTOR SPDR TR
+$219.8K
2,238
减持
DWX
SPDR INDEX SHS FDS
-$218.5K
12,485
-42%
增持
ITW
ILLINOIS TOOL WKS INC
+$217.1K
3,205
+18%
建仓
DJUL
FIRST TR EXCHNG TRADED FD VI
+$213.8K
6,918
减持
VDC
VANGUARD WORLD FDS
+$211.5K
11,210
-1%
清仓
D
DOMINION ENERGY INC
-$209.0K
0
-100%
建仓
ED
CONSOLIDATED EDISON INC
+$205.2K
2,153
清仓
IAGG
ISHARES TR
-$204.0K
0
-100%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$202.5K
2,908
建仓
ELV
ELEVANCE HEALTH INC
+$201.6K
393
清仓
—
NXP SEMICONDUCTORS N V
-$200.0K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$198.4K
10,485
+3%
增持
XLV
SELECT SECTOR SPDR TR
+$196.6K
5,673
+20%
增持
LOW
LOWES COS INC
+$196.1K
12,498
+2%
减持
WM
WASTE MGMT INC DEL
-$193.7K
39,178
-1%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$190.9K
8,124
-29%
