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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 15
增持 54
减持 68
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
COWZ
PACER FDS TR
-$24.5M
71,023
-88%
增持
IVE
ISHARES TR
+$22.1M
592,861
+22%
增持
XLK
SELECT SECTOR SPDR TR
+$21.4M
128,289
+2084%
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
QQQJ
INVESCO EXCH TRADED FD TR II
-$19.2M
75,732
-91%
增持
XLF
SELECT SECTOR SPDR TR
+$11.7M
370,417
+1503%
增持
XLV
SELECT SECTOR SPDR TR
+$11.6M
92,394
+1581%
减持
IMCG
ISHARES TR
-$8.4M
17,144
-90%
增持
IVV
ISHARES TR
+$7.9M
160,150
+4%
减持
QCOM
QUALCOMM INC
-$4.8M
1,740
-96%
减持
EL
LAUDER ESTEE COS INC
-$4.5M
1,139
-94%
减持
IWL
ISHARES TR
-$4.4M
271,940
-21%
减持
IWB
ISHARES TR
+$4.2M
229,739
-0%
减持
AAPL
APPLE INC
+$3.9M
138,369
-0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$3.3M
7,860
+491%
建仓
NVO
NOVO-NORDISK A S
+$3.3M
20,268
建仓
MCK
MCKESSON CORP
+$3.1M
7,188
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$3.0M
52,772
建仓
JPMB
J P MORGAN EXCHANGE TRADED F
+$3.0M
77,717
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.0M
2,098,929
+1%
清仓
CNC
CENTENE CORP DEL
-$3.0M
0
-100%
清仓
EMB
ISHARES TR
-$2.9M
0
-100%
减持
AVGO
BROADCOM INC
+$2.4M
11,017
-2%
减持
MSFT
MICROSOFT CORP
+$2.0M
42,971
-2%
增持
EMXC
ISHARES INC
+$1.8M
420,766
+3%
减持
IWF
ISHARES TR
+$1.8M
60,536
-1%
增持
ISCF
ISHARES TR
+$1.7M
274,737
+26%
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.6M
24,855
+697%
清仓
FIW
FIRST TR EXCHANGE TRADED FD
-$1.6M
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$1.5M
242,643
+15%
减持
TSLA
TESLA INC
-$1.4M
3,591
-68%
增持
GWW
GRAINGER W W INC
+$1.2M
8,123
+7%
减持
IDV
ISHARES TR
-$1.1M
186,972
-15%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.1M
3
+200%
减持
GOOGL
ALPHABET INC
+$1.1M
72,523
-1%
增持
IEFA
ISHARES TR
+$1.1M
752,204
+1%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$1.1M
9,997
增持
QQQE
DIREXION SHS ETF TR
+$1.0M
26,762
+91%
减持
BND
VANGUARD BD INDEX FDS
-$1.0M
152,138
-7%
增持
LLY
LILLY ELI & CO
+$996.4K
7,773
+1%
增持
EFG
ISHARES TR
+$956.2K
261,286
+2%
减持
MUNI
PIMCO ETF TR
-$954.8K
223,576
-7%
减持
MUB
ISHARES TR
-$931.8K
119,339
-6%
增持
IJH
ISHARES TR
+$816.0K
45,474
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$788.8K
12,954
-1%
增持
MBB
ISHARES TR
+$786.6K
122,148
+9%
增持
AGG
ISHARES TR
-$773.8K
862,173
+1%
减持
CACI
CACI INTL INC
+$739.2K
18,290
-1%
增持
IEMG
ISHARES INC
+$735.4K
354,030
+3%
增持
AJG
GALLAGHER ARTHUR J & CO
+$725.5K
24,973
+0%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$629.9K
8,168
-3%
减持
VUG
VANGUARD INDEX FDS
+$629.6K
21,269
-2%
减持
COST
COSTCO WHSL CORP NEW
+$627.1K
17,365
-1%
减持
—
ACCENTURE PLC IRELAND
+$600.6K
27,569
-0%
增持
ESGU
ISHARES TR
+$590.0K
37,560
+11%
减持
IWN
ISHARES TR
-$585.6K
14,878
-24%
建仓
ROBO
EXCHANGE TRADED CONCEPTS TR
+$575.7K
9,831
增持
USIG
ISHARES TR
+$567.0K
231,288
+6%
减持
TSCO
TRACTOR SUPPLY CO
-$558.2K
26,589
-3%
增持
JPM
JPMORGAN CHASE & CO
+$557.9K
29,293
+3%
减持
ABBV
ABBVIE INC
-$554.9K
20,482
-2%
减持
FISV
FISERV INC
+$544.2K
51,626
-2%
减持
XLE
SELECT SECTOR SPDR TR
-$528.2K
9,745
-39%
增持
ISTB
ISHARES TR
+$483.1K
162,775
+8%
减持
MA
MASTERCARD INCORPORATED
+$478.9K
18,011
-1%
增持
VTI
VANGUARD INDEX FDS
+$460.7K
7,536
+28%
减持
QQQ
INVESCO QQQ TR
+$446.9K
9,613
-1%
增持
OEF
ISHARES TR
+$436.2K
19,922
+1%
减持
DFAT
DIMENSIONAL ETF TRUST
-$433.3K
242,886
-8%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$432.4K
33,690
-25%
减持
TJX
TJX COS INC NEW
+$428.2K
76,625
-1%
清仓
DWX
SPDR INDEX SHS FDS
-$428.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$425.3K
68,244
-1%
增持
VOO
VANGUARD INDEX FDS
+$415.8K
3,777
+27%
建仓
INTC
INTEL CORP
+$386.5K
11,558
清仓
MPC
MARATHON PETE CORP
-$336.7K
0
-100%
增持
LOW
LOWES COS INC
+$326.9K
12,665
+0%
增持
GOVT
ISHARES TR
+$325.6K
1,088,986
+3%
减持
MTUM
ISHARES TR
-$323.1K
9,142
-23%
减持
WM
WASTE MGMT INC DEL
+$322.8K
37,729
-1%
减持
TGT
TARGET CORP
-$322.6K
5,064
-15%
减持
META
META PLATFORMS INC
+$312.7K
4,370
-2%
减持
—
LINDE PLC
+$308.7K
13,792
-1%
减持
HD
HOME DEPOT INC
+$307.4K
25,056
-1%
减持
IEI
ISHARES TR
-$304.6K
3,992
-39%
减持
IWS
ISHARES TR
-$299.2K
5,863
-34%
清仓
HON
HONEYWELL INTL INC
-$281.9K
0
-100%
减持
EEM
ISHARES TR
-$278.9K
16,898
-30%
建仓
SPTI
SPDR SER TR
+$277.8K
9,821
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$269.2K
3,406
清仓
BA
BOEING CO
-$265.8K
0
-100%
建仓
SCHE
SCHWAB STRATEGIC TR
+$261.1K
10,602
减持
VNQ
VANGUARD INDEX FDS
-$258.6K
9,391
-25%
清仓
USXF
ISHARES TR
-$248.8K
0
-100%
增持
PFE
PFIZER INC
-$247.9K
63,747
+1%
增持
EFA
ISHARES TR
+$238.3K
51,097
+5%
增持
ECL
ECOLAB INC
+$237.6K
8,912
+3%
减持
IWM
ISHARES TR
+$237.0K
40,005
-2%
建仓
SHW
SHERWIN WILLIAMS CO
+$235.8K
888
清仓
HYLB
DBX ETF TR
-$235.0K
0
-100%
减持
SPYM
SPDR SER TR
+$231.2K
112,737
-4%
减持
—
EXXON MOBIL CORP
-$227.6K
13,957
-11%
增持
IGSB
ISHARES TR
-$222.3K
967,459
+0%
清仓
O
REALTY INCOME CORP
-$220.9K
0
-100%
建仓
SWK
STANLEY BLACK & DECKER INC
+$219.9K
2,347
增持
XT
ISHARES TR
+$219.6K
10,300
+54%
增持
VB
VANGUARD INDEX FDS
+$218.2K
13,072
+4%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$216.5K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$209.7K
0
-100%
建仓
DFEB
FIRST TR EXCHNG TRADED FD VI
+$209.7K
5,929
建仓
DAUG
FIRST TR EXCHNG TRADED FD VI
+$206.9K
6,080
减持
KO
COCA COLA CO
-$206.6K
9,733
-24%
增持
CAT
CATERPILLAR INC
+$206.0K
9,824
+2%
清仓
ED
CONSOLIDATED EDISON INC
-$206.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$205.7K
18,746
+0%
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$203.4K
5,470
增持
MDLZ
MONDELEZ INTL INC
+$201.2K
20,936
+10%
增持
GPC
GENUINE PARTS CO
+$197.5K
6,672
+20%
增持
CMCSA
COMCAST CORP NEW
+$186.9K
39,672
+3%
减持
CVX
CHEVRON CORP NEW
-$185.1K
20,675
-2%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$184.6K
8,086
-32%
增持
UBSI
UNITED BANKSHARES INC WEST V
-$183.9K
34,181
+0%
增持
XCEM
COLUMBIA ETF TR II
+$179.3K
104,381
+1%
增持
GPN
GLOBAL PMTS INC
-$168.0K
34,805
+2%
减持
T
AT&T INC
-$167.0K
25,852
-14%
增持
FMAR
FIRST TR EXCHNG TRADED FD VI
+$165.5K
20,298
+22%
减持
USHY
ISHARES TR
-$163.5K
112,377
-3%
增持
APD
AIR PRODS & CHEMS INC
+$162.3K
7,451
+3%
减持
QUAL
ISHARES TR
+$152.8K
21,183
-3%
减持
UPS
UNITED PARCEL SERVICE INC
-$147.8K
9,692
-0%
减持
AMZN
AMAZON COM INC
+$146.1K
7,766
-7%
减持
VBK
VANGUARD INDEX FDS
+$144.3K
13,158
-1%
减持
INTU
INTUIT
+$144.2K
17,196
-1%
增持
—
MEDTRONIC PLC
+$140.2K
15,457
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$129.7K
3,852
-0%
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$129.2K
13,521
+26%
增持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$127.0K
24,354
+6%
减持
ABT
ABBOTT LABS
-$125.2K
8,778
-18%
增持
NVDA
NVIDIA CORPORATION
+$125.0K
834
+2%
减持
DIS
DISNEY WALT CO
-$124.2K
7,334
-6%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$121.4K
9,045
+10%
减持
ESGD
ISHARES TR
-$118.3K
35,442
-6%
减持
SCHD
SCHWAB STRATEGIC TR
-$113.9K
11,931
-11%
减持
SPEM
SPDR INDEX SHS FDS
-$113.1K
86,003
-4%
减持
SCHF
SCHWAB STRATEGIC TR
-$113.1K
229,534
-4%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$112.8K
5,172
-25%
增持
USB
US BANCORP DEL
-$112.4K
40,982
+1%
增持
SPMD
SPDR SER TR
+$112.1K
26,556
+5%
减持
PEP
PEPSICO INC
+$111.9K
38,835
-0%
减持
IWD
ISHARES TR
+$108.6K
27,884
-1%
减持
HYXF
ISHARES TR
-$108.0K
11,008
-18%
