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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 6
增持 43
减持 91
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
IGSB
ISHARES TR
-$26.0M
452,979
-53%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$7.2M
2,051,715
-2%
减持
IDV
ISHARES TR
-$4.7M
10,160
-95%
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。
建仓
VYMI
VANGUARD WHITEHALL FDS
+$4.2M
67,466
减持
AAPL
APPLE INC
-$3.8M
134,590
-3%
减持
AGG
ISHARES TR
-$3.4M
861,932
-0%
减持
IWB
ISHARES TR
-$3.0M
225,430
-2%
增持
IVE
ISHARES TR
-$2.7M
603,744
+2%
减持
BND
VANGUARD BD INDEX FDS
-$2.3M
125,244
-18%
减持
IEMG
ISHARES INC
-$2.0M
324,754
-8%
减持
IJR
ISHARES TR
-$1.9M
256,451
-2%
增持
EFG
ISHARES TR
-$1.8M
267,834
+3%
减持
PFE
PFIZER INC
-$1.7M
19,199
-70%
减持
CSCO
CISCO SYS INC
-$1.5M
16,408
-64%
增持
ITW
ILLINOIS TOOL WKS INC
+$1.3M
8,780
+225%
增持
VTEB
VANGUARD MUN BD FDS
+$1.3M
280,806
+16%
增持
MRK
MERCK & CO INC
+$1.2M
21,041
+165%
建仓
MS
MORGAN STANLEY
+$1.2M
15,245
减持
ECL
ECOLAB INC
-$1.2M
2,733
-69%
增持
IEFA
ISHARES TR
-$1.2M
770,477
+2%
减持
UNP
UNION PAC CORP
-$1.1M
1,406
-79%
减持
IWF
ISHARES TR
-$1.0M
58,727
-3%
减持
IWL
ISHARES TR
-$1.0M
270,827
-0%
减持
MUNI
PIMCO ETF TR
-$965.8K
212,189
-5%
增持
MSFT
MICROSOFT CORP
-$944.9K
43,352
+1%
建仓
ROK
ROCKWELL AUTOMATION INC
+$921.9K
3,225
增持
IVV
ISHARES TR
-$910.5K
164,102
+2%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$887.8K
79,316
-11%
减持
WM
WASTE MGMT INC DEL
-$868.8K
37,222
-1%
减持
INTU
INTUIT
+$842.9K
17,071
-1%
减持
AVGO
BROADCOM INC
-$832.3K
10,504
-5%
增持
MUB
ISHARES TR
+$753.5K
131,564
+10%
增持
GWW
GRAINGER W W INC
-$736.5K
8,194
+1%
增持
NVO
NOVO-NORDISK A S
+$727.2K
44,063
+117%
增持
EMXC
ISHARES INC
-$721.8K
424,436
+1%
减持
GOOGL
ALPHABET INC
+$715.5K
71,806
-1%
增持
FISV
FISERV INC
-$680.0K
51,634
+0%
减持
J
JACOBS SOLUTIONS INC
+$679.6K
42,750
-1%
减持
VBR
VANGUARD INDEX FDS
-$661.5K
21,586
-13%
增持
VDE
VANGUARD WORLD FDS
+$633.6K
40,578
+2%
减持
CACI
CACI INTL INC
-$630.0K
17,851
-2%
减持
PEP
PEPSICO INC
-$626.4K
38,755
-0%
增持
MCD
MCDONALDS CORP
+$587.1K
11,608
+40%
减持
SBUX
STARBUCKS CORP
-$572.9K
67,792
-1%
减持
GPN
GLOBAL PMTS INC
+$572.7K
34,680
-0%
减持
QQQJ
INVESCO EXCH TRADED FD TR II
-$572.5K
57,108
-25%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$572.5K
4
+33%
清仓
—
LIFE STORAGE INC
-$542.7K
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
-$540.3K
26,292
-1%
增持
LLY
ELI LILLY & CO
+$533.7K
7,780
+0%
建仓
EXR
EXTRA SPACE STORAGE INC
+$525.3K
4,321
减持
ORLY
OREILLY AUTOMOTIVE INC
-$524.7K
8,008
-2%
减持
IWM
ISHARES TR
-$513.2K
39,485
-1%
减持
VUG
VANGUARD INDEX FDS
-$481.1K
20,334
-4%
减持
IWD
ISHARES TR
-$399.1K
26,359
-5%
增持
ISCF
ISHARES TR
+$398.3K
299,996
+9%
减持
LMT
LOCKHEED MARTIN CORP
-$389.6K
6,078
-3%
减持
IWN
ISHARES TR
-$386.9K
12,600
-15%
增持
ISTB
ISHARES TR
+$383.7K
171,960
+6%
增持
ADBE
ADOBE INC
+$374.4K
8,272
+5%
增持
XLK
SELECT SECTOR SPDR TR
-$373.4K
133,782
+4%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$368.3K
55,292
-9%
增持
RSPM
INVESCO EXCHANGE TRADED FD T
-$352.5K
33,153
+290%
减持
COST
COSTCO WHSL CORP NEW
+$345.7K
17,159
-1%
增持
SCHF
SCHWAB STRATEGIC TR
-$344.4K
230,814
+1%
减持
IMCG
ISHARES TR
-$327.8K
12,550
-27%
减持
ROBO
EXCHANGE TRADED CONCEPTS TR
-$323.2K
5,013
-49%
减持
EFA
ISHARES TR
-$320.8K
49,096
-4%
增持
MBB
ISHARES TR
+$320.0K
131,893
+8%
增持
—
EXXON MOBIL CORP
+$317.1K
15,428
+11%
增持
GOVT
ISHARES TR
+$309.4K
1,145,515
+5%
增持
MCK
MCKESSON CORP
+$299.0K
7,751
+8%
减持
VBK
VANGUARD INDEX FDS
-$292.8K
12,747
-3%
减持
HD
HOME DEPOT INC
-$274.6K
24,851
-1%
减持
IWP
ISHARES TR
-$273.5K
41,738
-1%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$269.2K
0
-100%
增持
SHW
SHERWIN WILLIAMS CO
+$259.4K
1,942
+119%
减持
VTV
VANGUARD INDEX FDS
-$258.9K
12,847
-10%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$257.3K
0
-100%
减持
IJS
ISHARES TR
-$250.5K
34,598
-1%
建仓
XAR
SPDR SER TR
+$248.6K
2,218
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$248.2K
12,862
-1%
减持
ABBV
ABBVIE INC
+$243.3K
20,145
-2%
减持
SPYM
SPDR SER TR
-$242.2K
112,068
-1%
增持
CLX
CLOROX CO DEL
-$241.2K
10,227
+3%
清仓
DJUL
FIRST TR EXCHNG TRADED FD VI
-$240.1K
0
-100%
减持
TGT
TARGET CORP
-$231.4K
3,948
-22%
减持
LOW
LOWES COS INC
-$229.7K
12,648
-0%
减持
VNQ
VANGUARD INDEX FDS
-$228.2K
7,355
-22%
清仓
EL
LAUDER ESTEE COS INC
-$223.8K
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$221.7K
0
-100%
清仓
ISCG
ISHARES TR
-$220.2K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$219.9K
0
-100%
增持
USIG
ISHARES TR
+$217.0K
245,521
+6%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$216.9K
74,149
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$216.1K
14,538
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$215.6K
28,152
-13%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$215.1K
10,919
-0%
增持
TXN
TEXAS INSTRS INC
-$212.8K
11,340
+1%
增持
NVDA
NVIDIA CORPORATION
+$212.7K
1,300
+56%
减持
PG
PROCTER AND GAMBLE CO
-$212.3K
30,717
-1%
减持
IJT
ISHARES TR
-$208.3K
16,208
-6%
清仓
QCOM
QUALCOMM INC
-$207.1K
0
-100%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$204.8K
4,220
-22%
减持
MTUM
ISHARES TR
-$204.2K
7,978
-13%
清仓
FJAN
FIRST TR EXCHNG TRADED FD VI
-$203.4K
0
-100%
减持
AJG
GALLAGHER ARTHUR J & CO
+$188.9K
24,886
-0%
增持
CMCSA
COMCAST CORP NEW
+$188.4K
41,425
+4%
建仓
—
SIRIUS XM HOLDINGS INC
+$185.1K
40,955
减持
SPEM
SPDR INDEX SHS FDS
-$184.7K
82,575
-4%
增持
UPS
UNITED PARCEL SERVICE INC
-$182.5K
9,975
+3%
减持
IWO
ISHARES TR
-$179.4K
6,889
-3%
减持
ESGD
ISHARES TR
-$176.4K
34,839
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$174.9K
3,585
-7%
减持
EW
EDWARDS LIFESCIENCES CORP
-$168.9K
5,995
-3%
减持
CAT
CATERPILLAR INC
+$168.5K
9,472
-4%
减持
CVX
CHEVRON CORP NEW
+$166.7K
20,282
-2%
增持
JNJ
JOHNSON & JOHNSON
-$165.5K
18,860
+1%
减持
TJX
TJX COS INC NEW
+$162.3K
74,925
-2%
减持
VB
VANGUARD INDEX FDS
-$161.0K
12,900
-1%
减持
ESGU
ISHARES TR
-$159.2K
37,285
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$158.9K
10,070
-5%
增持
NEE
NEXTERA ENERGY INC
-$155.5K
10,614
+3%
减持
—
ACCENTURE PLC IRELAND
-$155.0K
27,196
-1%
减持
—
LINDE PLC
-$151.1K
13,709
-1%
减持
OEF
ISHARES TR
-$143.2K
19,846
-0%
减持
APD
AIR PRODS & CHEMS INC
-$141.3K
7,376
-1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$132.5K
32,279
-5%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$129.5K
9,909
-4%
减持
LQD
ISHARES TR
-$129.0K
6,115
-12%
减持
SPDW
SPDR INDEX SHS FDS
-$127.0K
71,730
-1%
减持
IEI
ISHARES TR
-$122.0K
2,988
-25%
减持
KXI
ISHARES TR
-$120.5K
26,799
-1%
增持
—
MEDTRONIC PLC
-$119.3K
15,856
+3%
减持
SCHD
SCHWAB STRATEGIC TR
-$119.2K
10,560
-11%
减持
VO
VANGUARD INDEX FDS
-$117.3K
7,635
-2%
减持
QUAL
ISHARES TR
-$114.5K
20,809
-2%
增持
XCEM
COLUMBIA ETF TR II
-$112.3K
104,776
+0%
增持
GRID
FIRST TR EXCHANGE TRADED FD
-$112.2K
9,998
+0%
增持
TSLA
TESLA INC
+$106.7K
4,183
+16%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$103.9K
3,267
-2%
增持
RTX
RTX CORPORATION
-$100.6K
4,301
+3%
减持
SO
SOUTHERN CO
-$99.8K
6,892
-11%
减持
TIP
ISHARES TR
-$98.9K
2,449
-25%
减持
ANGL
VANECK ETF TRUST
-$98.0K
24,881
-10%
增持
HCA
HCA HEALTHCARE INC
-$96.9K
1,692
+0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$93.6K
27,476
+11%
减持
IWX
ISHARES TR
-$92.9K
40,009
-0%
减持
T
AT&T INC
-$89.7K
21,481
-17%
减持
IWS
ISHARES TR
-$87.5K
5,333
-9%