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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 18
增持 60
减持 59
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
IVE
ISHARES TR
+$30.6M
484,110
+64%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$26.4M
92,609
-81%
增持
IVV
ISHARES TR
+$18.0M
154,483
+30%
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
IWN
ISHARES TR
-$12.1M
19,562
-82%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$11.7M
262,938
增持
IEFA
ISHARES TR
+$10.4M
743,778
+17%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$9.0M
2,079,448
+3%
建仓
ISCF
ISHARES TR
+$6.8M
217,313
建仓
—
LINDE PLC
+$4.9M
13,918
清仓
—
LINDE PLC
-$4.5M
0
-100%
增持
GOVT
ISHARES TR
+$4.4M
1,052,704
+19%
减持
AAPL
APPLE INC
+$4.4M
138,918
-3%
增持
AGG
ISHARES TR
+$4.3M
855,315
+3%
增持
IWB
ISHARES TR
+$3.8M
230,092
+1%
增持
MUB
ISHARES TR
+$3.2M
126,869
+28%
增持
EFG
ISHARES TR
+$3.2M
255,904
+3%
增持
QQQJ
INVESCO EXCH TRADED FD TR II
+$3.1M
831,410
+10%
增持
MBB
ISHARES TR
+$3.0M
111,955
+37%
增持
IEMG
ISHARES INC
+$2.4M
342,586
+11%
增持
IJH
ISHARES TR
+$2.3M
44,270
+22%
增持
MSFT
MICROSOFT CORP
+$2.3M
43,783
+2%
增持
ISTB
ISHARES TR
+$2.2M
150,753
+44%
减持
LLY
LILLY ELI & CO
-$2.2M
7,713
-42%
增持
EMXC
ISHARES INC
+$2.1M
406,895
+8%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$2.1M
45,057
-53%
减持
BND
VANGUARD BD INDEX FDS
-$2.1M
163,431
-17%
增持
VTEB
VANGUARD MUN BD FDS
+$2.0M
211,299
+20%
增持
IGSB
ISHARES TR
+$1.8M
964,775
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.7M
14,977
-10%
增持
USIG
ISHARES TR
+$1.6M
217,493
+14%
减持
IWF
ISHARES TR
+$1.6M
60,868
-2%
增持
GWW
GRAINGER W W INC
+$1.4M
7,621
+9%
建仓
MDLZ
MONDELEZ INTL INC
+$1.3M
19,018
建仓
GD
GENERAL DYNAMICS CORP
+$1.3M
5,774
减持
MUNI
PIMCO ETF TR
-$1.3M
240,048
-11%
建仓
SYY
SYSCO CORP
+$1.2M
15,773
清仓
MMM
3M CO
-$1.2M
0
-100%
减持
SPEM
SPDR INDEX SHS FDS
-$1.1M
89,948
-29%
增持
IMCG
ISHARES TR
+$1.0M
164,136
+5%
清仓
AMT
AMERICAN TOWER CORP NEW
-$1.0M
0
-100%
减持
GOOGL
ALPHABET INC
+$1.0M
73,354
-2%
增持
TSLA
TESLA INC
+$970.1K
11,336
+1%
增持
AVGO
BROADCOM INC
+$934.5K
11,211
+0%
建仓
GPC
GENUINE PARTS CO
+$931.6K
5,568
减持
INTU
INTUIT
+$895.1K
17,350
-1%
增持
EMB
ISHARES TR
+$878.4K
33,943
+40%
增持
VUG
VANGUARD INDEX FDS
+$790.0K
21,603
+0%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$755.7K
8,206
增持
QCOM
QUALCOMM INC
+$753.6K
39,013
+2%
清仓
ACWI
ISHARES TR
-$751.8K
0
-100%
减持
—
PROSHARES TR
-$749.7K
68,982
-36%
减持
HD
HOME DEPOT INC
-$729.1K
25,332
-2%
减持
IWL
ISHARES TR
+$719.8K
342,997
-6%
减持
PFE
PFIZER INC
-$701.4K
63,387
-1%
减持
COST
COSTCO WHSL CORP NEW
+$696.4K
17,553
-0%
减持
ORCL
ORACLE CORP
-$638.6K
6,730
-56%
增持
CNC
CENTENE CORP DEL
-$580.1K
46,807
+8%
减持
SUB
ISHARES TR
-$557.0K
16,056
-25%
增持
—
ACCENTURE PLC IRELAND
+$533.9K
27,664
+0%
减持
FISV
FISERV INC
+$509.4K
52,804
-2%
减持
IWX
ISHARES TR
-$472.8K
40,132
-15%
减持
QQQ
INVESCO QQQ TR
+$460.6K
9,673
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$431.9K
33,894
-27%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$386.9K
8,449
-6%
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$355.1K
11,500
增持
ESGU
ISHARES TR
+$354.7K
33,949
+6%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$353.1K
60,715
+26%
建仓
XT
ISHARES TR
+$353.1K
6,700
减持
VB
VANGUARD INDEX FDS
-$344.8K
12,565
-15%
建仓
ICLN
ISHARES TR
+$342.4K
17,308
增持
GPN
GLOBAL PMTS INC
+$341.8K
34,180
+4%
增持
USHY
ISHARES TR
+$335.8K
116,185
+6%
减持
META
META PLATFORMS INC
+$327.2K
4,442
-13%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$326.0K
0
-100%
增持
ESGD
ISHARES TR
+$321.8K
37,627
+4%
增持
XLF
SELECT SECTOR SPDR TR
+$319.7K
23,111
+87%
增持
UPS
UNITED PARCEL SERVICE INC
+$307.6K
9,718
+7%
减持
SCHF
SCHWAB STRATEGIC TR
+$307.1K
238,389
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$303.4K
13,095
-0%
减持
EFA
ISHARES TR
-$294.6K
48,466
-15%
减持
TJX
TJX COS INC NEW
-$284.4K
77,448
-3%
减持
IWS
ISHARES TR
-$278.5K
8,881
-23%
增持
JNJ
JOHNSON & JOHNSON
-$273.1K
18,692
+4%
建仓
BA
BOEING CO
+$265.8K
1,251
减持
GUNR
FLEXSHARES TR
-$265.4K
13,894
-29%
清仓
MAA
MID-AMER APT CMNTYS INC
-$260.4K
0
-100%
清仓
FITB
FIFTH THIRD BANCORP
-$247.2K
0
-100%
增持
CLX
CLOROX CO DEL
+$242.6K
9,885
+5%
增持
TXN
TEXAS INSTRS INC
+$241.5K
11,260
+0%
减持
TFC
TRUIST FINL CORP
-$241.0K
10,064
-26%
建仓
SOXX
ISHARES TR
+$239.7K
539
减持
PG
PROCTER AND GAMBLE CO
-$239.2K
31,798
-3%
增持
ECL
ECOLAB INC
+$238.6K
8,616
+6%
增持
XCEM
COLUMBIA ETF TR II
+$234.6K
103,735
+3%
增持
EEM
ISHARES TR
+$233.0K
24,009
+27%
减持
CSX
CSX CORP
-$232.9K
16,209
-30%
增持
—
EXXON MOBIL CORP
+$232.4K
15,726
+16%
清仓
BAC
BANK AMERICA CORP
-$231.1K
0
-100%
减持
J
JACOBS SOLUTIONS INC
-$230.3K
43,789
-2%
减持
CACI
CACI INTL INC
-$229.6K
18,546
-3%
建仓
NVDA
NVIDIA CORPORATION
+$227.8K
820
减持
MTUM
ISHARES TR
-$226.2K
11,808
-8%
清仓
INTC
INTEL CORP
-$223.3K
0
-100%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$222.4K
5,950
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$221.8K
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$218.2K
18,174
-1%
建仓
—
NXP SEMICONDUCTORS N V
+$218.2K
1,170
增持
CSCO
CISCO SYS INC
+$213.2K
44,399
+0%
清仓
SHW
SHERWIN WILLIAMS CO
-$210.7K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$209.7K
608
建仓
ISCG
ISHARES TR
+$207.3K
5,318
清仓
EBND
SPDR SER TR
-$207.1K
0
-100%
增持
USB
US BANCORP DEL
-$205.5K
40,679
+6%
清仓
ELV
ELEVANCE HEALTH INC
-$201.6K
0
-100%
增持
VDE
VANGUARD WORLD FDS
+$200.4K
38,952
+11%
减持
IWP
ISHARES TR
+$197.4K
44,599
-3%
增持
VOO
VANGUARD INDEX FDS
+$196.0K
2,985
+13%
减持
UBSI
UNITED BANKSHARES INC WEST V
-$188.1K
34,035
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$187.7K
15,927
+23%
减持
IWM
ISHARES TR
-$182.6K
40,666
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$180.8K
5,873
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$177.8K
8,576
-34%
减持
VTV
VANGUARD INDEX FDS
-$175.1K
14,556
-7%
增持
PGR
PROGRESSIVE CORP
+$172.3K
6,496
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$170.6K
3,854
+5%
减持
ROP
ROPER TECHNOLOGIES INC
-$168.4K
513
-44%
减持
VNQ
VANGUARD INDEX FDS
-$164.3K
12,564
-14%
增持
AJG
GALLAGHER ARTHUR J & CO
+$163.0K
24,870
+2%
减持
COWZ
PACER FDS TR
-$160.8K
593,539
-2%
增持
CMCSA
COMCAST CORP NEW
+$160.1K
38,552
+4%
减持
HEFA
ISHARES TR
-$158.7K
24,846
-25%
减持
SBUX
STARBUCKS CORP
+$157.9K
69,005
-3%
增持
TROW
PRICE T ROWE GROUP INC
+$156.9K
13,048
+8%
减持
IJR
ISHARES TR
+$152.1K
270,826
-2%
增持
CVX
CHEVRON CORP NEW
-$151.7K
21,074
+5%
减持
VBR
VANGUARD INDEX FDS
-$146.6K
25,546
-3%
减持
IJS
ISHARES TR
-$142.9K
36,477
-6%
减持
MCD
MCDONALDS CORP
+$140.9K
8,801
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$140.6K
75,083
-3%
减持
LQD
ISHARES TR
-$130.0K
7,832
-16%
增持
—
MEDTRONIC PLC
+$129.7K
15,152
+8%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$128.0K
5,929
-2%
增持
TGT
TARGET CORP
+$122.2K
5,980
+3%
减持
SPDW
SPDR INDEX SHS FDS
+$120.1K
75,869
-3%
增持
SPYG
SPDR SER TR
+$116.2K
7,282
+29%
减持
SPYM
SPDR SER TR
+$105.4K
117,206
-5%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$105.3K
10,776
+3%
增持
APD
AIR PRODS & CHEMS INC
-$103.4K
7,205
+2%
增持
ESGE
ISHARES INC
+$102.4K
23,751
+11%
减持
PAYX
PAYCHEX INC
-$92.7K
3,617
-18%
