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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 14
增持 85
减持 47
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
EMXC
ISHARES INC
+$25.1M
835,003
+97%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$15.9M
1,541,165
-25%
增持
IWL
ISHARES TR
+$13.8M
362,873
+34%
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
-$11.4M
468,653
-22%
减持
IJR
ISHARES TR
-$9.4M
136,638
-47%
增持
IVV
ISHARES TR
+$9.4M
167,210
+2%
增持
IEFA
ISHARES TR
+$5.1M
776,623
+1%
减持
IWB
ISHARES TR
+$4.9M
220,702
-2%
增持
AAPL
APPLE INC
+$4.9M
144,993
+8%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$4.9M
5,961
-92%
增持
BND
VANGUARD BD INDEX FDS
+$4.7M
182,790
+46%
减持
DFAT
DIMENSIONAL ETF TRUST
-$4.0M
139,068
-43%
建仓
XLP
SELECT SECTOR SPDR TR
+$3.6M
50,162
增持
AVGO
BROADCOM INC
+$3.6M
11,044
+5%
增持
MUNI
PIMCO ETF TR
+$2.8M
254,982
+20%
增持
ADBE
ADOBE INC
+$2.8M
11,742
+42%
增持
MSFT
MICROSOFT CORP
+$2.7M
43,554
+0%
增持
GWW
GRAINGER W W INC
+$2.7M
10,063
+23%
减持
AGG
ISHARES TR
+$2.6M
842,408
-2%
增持
INTU
INTUIT
+$2.4M
17,798
+4%
减持
EFG
ISHARES TR
+$2.4M
263,222
-2%
增持
COST
COSTCO WHSL CORP NEW
+$2.3M
18,210
+6%
增持
XLF
SELECT SECTOR SPDR TR
+$2.3M
391,608
+4%
增持
NVO
NOVO-NORDISK A S
+$2.2M
60,356
+37%
增持
XLV
SELECT SECTOR SPDR TR
+$2.2M
105,641
+11%
增持
HD
HOME DEPOT INC
+$2.1M
27,736
+12%
增持
EFA
ISHARES TR
+$2.1M
72,328
+47%
增持
FISV
FISERV INC
+$2.0M
59,323
+15%
增持
GPN
GLOBAL PMTS INC
+$2.0M
46,953
+35%
增持
—
ACCENTURE PLC IRELAND
+$1.9M
29,204
+7%
增持
IEMG
ISHARES INC
+$1.9M
343,040
+6%
减持
MUB
ISHARES TR
-$1.9M
107,189
-19%
增持
WM
WASTE MGMT INC DEL
+$1.8M
41,936
+13%
增持
ISCF
ISHARES TR
+$1.8M
332,408
+11%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$1.8M
84,966
+45%
增持
MCK
MCKESSON CORP
+$1.8M
11,142
+44%
增持
IJH
ISHARES TR
+$1.6M
48,288
+2%
增持
—
LINDE PLC
+$1.5M
16,157
+18%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$1.5M
0
-100%
减持
IWX
ISHARES TR
-$1.4M
17,163
-57%
增持
MA
MASTERCARD INCORPORATED
+$1.4M
19,726
+11%
减持
IWF
ISHARES TR
+$1.4M
56,130
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.4M
14,883
+16%
增持
TSCO
TRACTOR SUPPLY CO
+$1.4M
31,138
+18%
增持
GOOGL
ALPHABET INC
+$1.3M
76,863
+7%
增持
XCEM
COLUMBIA ETF TR II
+$1.3M
137,591
+31%
增持
SBUX
STARBUCKS CORP
+$1.2M
77,051
+14%
增持
CACI
CACI INTL INC
+$1.1M
20,836
+17%
增持
TJX
TJX COS INC NEW
+$1.1M
82,849
+11%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
15,940
+10%
增持
ESGU
ISHARES TR
+$1.1M
43,403
+16%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$980.2K
85,968
+16%
清仓
ROK
ROCKWELL AUTOMATION INC
-$921.9K
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$892.5K
8,600
+7%
增持
VB
VANGUARD INDEX FDS
+$889.1K
15,600
+21%
增持
OEF
ISHARES TR
+$845.2K
21,609
+9%
增持
AJG
GALLAGHER ARTHUR J & CO
+$816.1K
28,853
+16%
增持
MBB
ISHARES TR
+$763.4K
132,605
+1%
减持
VUG
VANGUARD INDEX FDS
+$706.9K
20,085
-1%
增持
J
JACOBS SOLUTIONS INC
+$706.8K
50,402
+18%
增持
VYMI
VANGUARD WHITEHALL FDS
+$680.5K
73,033
+8%
增持
ESGD
ISHARES TR
+$661.8K
40,643
+17%
增持
META
META PLATFORMS INC
+$611.9K
5,452
+24%
增持
PG
PROCTER AND GAMBLE CO
+$587.5K
34,584
+13%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$587.2K
5
+25%
减持
SPYM
SPDR SER TR
+$572.2K
110,996
-1%
增持
QQQ
INVESCO QQQ TR
+$559.1K
10,247
+1%
减持
IWN
ISHARES TR
-$518.4K
7,658
-39%
增持
MCD
MCDONALDS CORP
+$518.2K
12,061
+4%
增持
IJS
ISHARES TR
+$507.0K
34,869
+1%
减持
JPM
JPMORGAN CHASE & CO
+$503.5K
27,912
-5%
减持
—
EXXON MOBIL CORP
-$482.4K
13,318
-14%
增持
ISTB
ISHARES TR
+$470.8K
177,593
+3%
减持
IGSB
ISHARES TR
-$464.5K
431,155
-5%
减持
GOVT
ISHARES TR
-$462.2K
1,075,737
-6%
增持
ITW
ILLINOIS TOOL WKS INC
+$460.5K
9,478
+8%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$446.6K
7,128
减持
CSCO
CISCO SYS INC
-$414.5K
9,257
-44%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$410.5K
32,988
+60%
增持
SPEM
SPDR INDEX SHS FDS
+$407.6K
89,794
+9%
减持
SCHF
SCHWAB STRATEGIC TR
+$403.4K
222,993
-3%
增持
GD
GENERAL DYNAMICS CORP
+$387.6K
7,026
+8%
增持
CVX
CHEVRON CORP NEW
-$379.9K
20,381
+0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$359.6K
29,235
+6%
增持
UBSI
UNITED BANKSHARES INC WEST V
+$348.8K
34,588
+0%
增持
JPMB
J P MORGAN EXCHANGE TRADED F
+$348.6K
86,827
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$343.7K
6,243
+3%
清仓
IEI
ISHARES TR
-$338.1K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$329.3K
258,129
-8%
减持
VBK
VANGUARD INDEX FDS
+$314.0K
12,591
-1%
增持
GOOG
ALPHABET INC
+$302.2K
5,760
+49%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$293.5K
0
-100%
增持
VDE
VANGUARD WORLD FDS
-$293.0K
41,354
+2%
增持
PGR
PROGRESSIVE CORP
+$292.6K
7,119
+18%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$279.9K
3,037
减持
USIG
ISHARES TR
+$278.4K
235,672
-4%
建仓
NFLX
NETFLIX INC
+$276.1K
567
增持
VT
VANGUARD INTL EQUITY INDEX F
+$270.4K
11,791
+17%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$269.9K
20,289
-28%
减持
USB
US BANCORP DEL
+$269.7K
37,615
-8%
增持
SPDW
SPDR INDEX SHS FDS
+$269.1K
73,314
+2%
增持
MS
MORGAN STANLEY
+$262.3K
16,165
+6%
增持
CAT
CATERPILLAR INC
+$260.1K
9,625
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$247.1K
7,265
-23%
建仓
SECT
NORTHERN LTS FD TR IV
+$245.5K
5,273
建仓
SWK
STANLEY BLACK & DECKER INC
+$230.2K
2,347
减持
LLY
ELI LILLY & CO
+$230.0K
7,563
-3%
增持
USHY
ISHARES TR
+$228.1K
114,748
+1%
减持
IWP
ISHARES TR
+$226.1K
38,664
-7%
建仓
BA
BOEING CO
+$218.7K
839
增持
LOW
LOWES COS INC
+$218.0K
12,791
+1%
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$217.9K
5,470
建仓
SPYV
SPDR SER TR
+$216.9K
4,652
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$211.9K
26,524
-19%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$211.5K
5,610
建仓
—
ASML HOLDING N V
+$210.6K
278
减持
PFE
PFIZER INC
-$208.7K
14,870
-23%
减持
COWZ
PACER FDS TR
-$206.7K
62,019
-11%
建仓
IXN
ISHARES TR
+$205.2K
3,009
建仓
ACWI
ISHARES TR
+$204.6K
2,010
减持
QQQJ
INVESCO EXCH TRADED FD TR II
-$202.7K
44,627
-22%
建仓
AMLP
ALPS ETF TR
+$200.7K
4,720
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$198.2K
60,465
-1%
增持
NVDA
NVIDIA CORPORATION
+$197.7K
1,541
+19%
减持
IWM
ISHARES TR
+$196.3K
35,748
-9%
增持
VOO
VANGUARD INDEX FDS
+$196.3K
3,978
+1%
减持
QUAL
ISHARES TR
+$189.0K
19,923
-4%
减持
CMCSA
COMCAST CORP NEW
-$182.4K
37,728
-9%
增持
ABBV
ABBVIE INC
+$177.7K
20,524
+2%
减持
VNQ
VANGUARD INDEX FDS
-$176.7K
4,298
-42%
增持
TXN
TEXAS INSTRS INC
+$173.4K
11,595
+2%
增持
V
VISA INC
+$169.9K
5,123
+1%
增持
PEP
PEPSICO INC
+$166.2K
39,643
+2%
减持
AMZN
AMAZON COM INC
+$164.5K
7,596
-2%
增持
SYY
SYSCO CORP
+$158.4K
17,679
+3%
减持
INTC
INTEL CORP
+$153.6K
11,244
-3%
增持
CLX
CLOROX CO DEL
+$151.1K
10,460
+2%
增持
MDLZ
MONDELEZ INTL INC
+$151.0K
23,397
+5%
增持
VGT
VANGUARD WORLD FDS
+$150.9K
1,432
+10%
增持
—
MEDTRONIC PLC
+$136.2K
16,736
+6%
增持
ESGE
ISHARES INC
+$134.5K
25,467
+13%
减持
XT
ISHARES TR
-$133.8K
7,071
-34%
减持
ABT
ABBOTT LABS
-$132.2K
6,767
-25%
减持
CTAS
CINTAS CORP
+$129.5K
1,267
-4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$129.5K
29,679
-8%
减持
TROW
PRICE T ROWE GROUP INC
-$126.0K
11,704
-11%
减持
KXI
ISHARES TR
-$125.2K
23,679
-12%
减持
DHR
DANAHER CORPORATION
-$124.3K
3,021
-9%
增持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$123.0K
29,546
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$122.0K
9,113
-9%
