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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 12
增持 88
减持 36
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$11.5M
173,765
+4%
建仓
BINC
BLACKROCK ETF TRUST II
+$10.2M
193,616
增持
IWL
ISHARES TR
+$7.1M
384,402
+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。
增持
IVE
ISHARES TR
+$6.6M
471,711
+1%
增持
EMXC
ISHARES INC
+$6.6M
917,714
+10%
增持
IWB
ISHARES TR
+$6.5M
223,589
+1%
增持
AMZN
AMAZON COM INC
+$6.3M
41,207
+442%
建仓
HUBB
HUBBELL INC
+$6.1M
14,677
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.9M
1,588,104
+3%
增持
IEFA
ISHARES TR
+$5.4M
809,021
+4%
减持
MBB
ISHARES TR
-$5.1M
79,804
-40%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$4.6M
5,687
-62%
减持
TSCO
TRACTOR SUPPLY CO
-$3.7M
11,477
-63%
增持
AGG
ISHARES TR
+$3.7M
890,962
+6%
减持
USIG
ISHARES TR
-$3.0M
178,525
-24%
增持
EFG
ISHARES TR
+$2.9M
273,602
+4%
增持
VTEB
VANGUARD MUN BD FDS
+$2.7M
313,938
+22%
增持
XLV
SELECT SECTOR SPDR TR
+$2.5M
114,775
+9%
增持
AAPL
APPLE INC
-$2.5M
148,432
+2%
增持
MSFT
MICROSOFT CORP
+$2.4M
44,533
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$2.2M
401,307
+2%
增持
IJH
ISHARES TR
+$2.1M
255,138
+428%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$2.1M
33,273
增持
GWW
GRAINGER W W INC
+$2.1M
10,252
+2%
减持
AVGO
BROADCOM INC
+$2.0M
10,803
-2%
增持
XLP
SELECT SECTOR SPDR TR
+$1.8M
71,023
+42%
增持
NVO
NOVO-NORDISK A S
+$1.8M
62,499
+4%
增持
WM
WASTE MGMT INC DEL
+$1.8M
43,543
+4%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.8M
8,798
+2%
增持
GOVT
ISHARES TR
+$1.7M
1,165,169
+8%
增持
FISV
FISERV INC
+$1.7M
60,189
+1%
减持
IWF
ISHARES TR
+$1.7M
55,609
-1%
增持
IEMG
ISHARES INC
+$1.6M
367,004
+7%
增持
J
JACOBS SOLUTIONS INC
+$1.5M
52,299
+4%
增持
CACI
CACI INTL INC
+$1.4M
21,600
+4%
增持
MCK
MCKESSON CORP
+$1.4M
12,256
+10%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
18,325
+1%
增持
MUB
ISHARES TR
+$1.4M
120,658
+13%
增持
GOOGL
ALPHABET INC
+$1.3M
79,580
+4%
增持
MA
MASTERCARD INCORPORATED
+$1.3M
20,068
+2%
增持
ISCF
ISHARES TR
+$1.2M
361,564
+9%
增持
HD
HOME DEPOT INC
+$1.2M
28,285
+2%
增持
—
LINDE PLC
+$1.2M
16,939
+5%
增持
V
VISA INC
+$1.2M
9,005
+76%
增持
CHCO
CITY HLDG CO
+$1.1M
16,141
+215%
减持
BND
VANGUARD BD INDEX FDS
-$1.1M
169,821
-7%
增持
AJG
GALLAGHER ARTHUR J & CO
+$1.1M
30,338
+5%
增持
VDE
VANGUARD WORLD FD
+$1.1M
45,146
+9%
增持
IGSB
ISHARES TR
+$1.1M
452,204
+5%
增持
TJX
TJX COS INC NEW
+$896.1K
85,468
+3%
增持
META
META PLATFORMS INC
+$854.2K
5,733
+5%
增持
NVDA
NVIDIA CORPORATION
+$785.6K
1,714
+11%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$779.4K
95,721
+13%
清仓
—
PROSHARES TR
-$684.9K
0
-100%
增持
COWZ
PACER FDS TR
+$662.1K
66,881
+8%
增持
ADBE
ADOBE INC
-$649.3K
12,596
+7%
增持
GPN
GLOBAL PMTS INC
+$638.8K
49,393
+5%
增持
ABBV
ABBVIE INC
+$625.4K
20,900
+2%
增持
INTU
INTUIT
+$615.6K
18,061
+1%
减持
CAT
CATERPILLAR INC
+$613.5K
9,441
-2%
增持
TFC
TRUIST FINL CORP
+$594.6K
22,738
+188%
增持
MRK
MERCK & CO INC
+$559.8K
21,442
+3%
减持
XLK
SELECT SECTOR SPDR TR
+$520.6K
107,573
-5%
减持
VUG
VANGUARD INDEX FDS
+$512.9K
19,631
-2%
增持
—
EXXON MOBIL CORP
+$471.1K
15,508
+16%
减持
UBSI
UNITED BANKSHARES INC WEST V
-$461.8K
23,386
-32%
增持
ISTB
ISHARES TR
+$438.9K
187,292
+5%
增持
LOW
LOWES COS INC
+$432.5K
12,873
+1%
清仓
VONV
VANGUARD SCOTTSDALE FDS
-$432.4K
0
-100%
减持
TSLA
TESLA INC
-$421.3K
3,916
-12%
增持
PEP
PEPSICO INC
+$418.3K
40,861
+3%
减持
SCHF
SCHWAB STRATEGIC TR
+$410.3K
221,736
-1%
减持
PG
PROCTER AND GAMBLE CO
+$392.7K
33,656
-3%
增持
QUAL
ISHARES TR
+$392.6K
20,225
+2%
减持
LLY
ELI LILLY & CO
+$392.4K
6,172
-18%
增持
DFAT
DIMENSIONAL ETF TRUST
+$383.5K
140,749
+1%
增持
CSX
CSX CORP
+$337.2K
23,329
+53%
增持
GPC
GENUINE PARTS CO
+$335.8K
8,818
+19%
增持
VYMI
VANGUARD WHITEHALL FDS
+$326.6K
75,328
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$319.2K
3,323
+10%
减持
VB
VANGUARD INDEX FDS
-$300.8K
13,243
-15%
减持
ESGU
ISHARES TR
+$300.1K
42,223
-3%
减持
QQQ
INVESCO QQQ TR
+$293.2K
10,112
-1%
减持
SPYM
SPDR SER TR
+$284.4K
105,462
-5%
减持
IJR
ISHARES TR
+$283.4K
136,395
-0%
减持
IWD
ISHARES TR
+$275.8K
24,395
-2%
清仓
ROBO
EXCHANGE TRADED CONCEPTS TR
-$271.5K
0
-100%
增持
MTUM
ISHARES TR
+$266.8K
7,880
+2%
增持
QQQE
DIREXION SHS ETF TR
+$265.8K
25,458
+7%
增持
DMAR
FIRST TR EXCHNG TRADED FD VI
+$264.4K
18,730
+63%
减持
SUSC
ISHARES TR
-$263.5K
26,122
-30%
减持
PGR
PROGRESSIVE CORP
+$262.4K
6,751
-5%
增持
SYY
SYSCO CORP
+$253.0K
19,042
+8%
清仓
UNP
UNION PAC CORP
-$246.4K
0
-100%
清仓
SECT
NORTHERN LTS FD TR IV
-$245.5K
0
-100%
清仓
TIP
ISHARES TR
-$241.0K
0
-100%
减持
IWP
ISHARES TR
+$228.8K
37,390
-3%
建仓
—
SUPER MICRO COMPUTER INC
+$227.3K
225
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$226.9K
11,195
+2%
增持
SBUX
STARBUCKS CORP
+$224.4K
83,401
+8%
清仓
DFEB
FIRST TR EXCHNG TRADED FD VI
-$222.3K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$221.1K
0
-100%
清仓
BA
BOEING CO
-$218.7K
0
-100%
建仓
STXG
EA SERIES TRUST
+$218.5K
5,829
清仓
SPYV
SPDR SER TR
-$216.9K
0
-100%
建仓
SHYM
BLACKROCK ETF TRUST II
+$216.1K
9,627
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$215.3K
0
-100%
增持
XT
ISHARES TR
+$212.9K
10,671
+51%
增持
TROW
PRICE T ROWE GROUP INC
+$212.7K
12,082
+3%
建仓
STXV
EA SERIES TRUST
+$210.2K
7,245
建仓
SYK
STRYKER CORPORATION
+$205.8K
575
清仓
IDV
ISHARES TR
-$205.6K
0
-100%
清仓
ACWI
ISHARES TR
-$204.6K
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$204.5K
0
-100%
建仓
ELV
ELEVANCE HEALTH INC
+$203.8K
393
增持
VOO
VANGUARD INDEX FDS
+$203.7K
4,038
+2%
建仓
BNY
BANK NEW YORK MELLON CORP
+$203.1K
3,525
建仓
WFC
WELLS FARGO CO NEW
+$202.6K
3,495
建仓
ED
CONSOLIDATED EDISON INC
+$201.9K
2,223
增持
—
ACCENTURE PLC IRELAND
+$199.1K
30,141
+3%
减持
JPM
JPMORGAN CHASE & CO
+$198.4K
24,694
-12%
增持
DIS
DISNEY WALT CO
+$197.1K
5,894
+2%
减持
MCD
MCDONALDS CORP
-$191.8K
12,004
-0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$188.6K
12,684
+8%
减持
VBK
VANGUARD INDEX FDS
+$187.5K
12,395
-2%
增持
CLX
CLOROX CO DEL
+$179.6K
10,914
+4%
增持
IWS
ISHARES TR
+$179.2K
5,210
+28%
增持
JPMB
J P MORGAN EXCHANGE TRADED F
+$177.3K
92,655
+7%
增持
APD
AIR PRODS & CHEMS INC
-$167.3K
7,859
+4%
增持
XCEM
COLUMBIA ETF TR II
+$165.4K
139,237
+1%
增持
—
MEDTRONIC PLC
+$165.2K
17,716
+6%
减持
SLYV
SPDR SER TR
-$161.7K
4,704
-29%
减持
CVX
CHEVRON CORP NEW
+$159.4K
20,284
-0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$155.2K
27,694
-7%
增持
MUNI
PIMCO ETF TR
+$153.9K
259,518
+2%
减持
GD
GENERAL DYNAMICS CORP
+$153.8K
7,003
-0%
减持
IJS
ISHARES TR
-$153.8K
33,477
-4%
增持
VGT
VANGUARD WORLD FD
+$148.2K
1,605
+12%
增持
UNH
UNITEDHEALTH GROUP INC
-$146.7K
16,668
+5%
减持
IWM
ISHARES TR
+$137.0K
34,769
-3%
增持
FOCT
FIRST TR EXCHNG TRADED FD VI
+$136.3K
37,135
+5%
增持
WMT
WALMART INC
+$133.1K
16,126
+204%
减持
IWR
ISHARES TR
+$128.6K
27,302
-2%
增持
JNJ
JOHNSON & JOHNSON
+$124.8K
19,180
+3%
增持
NOBL
PROSHARES TR
+$122.9K
16,126
+2%
增持
VIGI
VANGUARD WHITEHALL FDS
+$115.2K
29,862
+2%
增持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$114.1K
7,908
+45%
增持
MS
MORGAN STANLEY
+$113.3K
17,212
+6%
减持
SHW
SHERWIN WILLIAMS CO
-$111.7K
888
-34%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$107.4K
17,394
-14%
