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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 6
增持 73
减持 64
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
IVE
ISHARES TR
-$32.8M
303,805
-36%
增持
IWB
ISHARES TR
+$32.0M
324,069
+45%
建仓
FNDF
SCHWAB STRATEGIC TR
+$26.9M
766,600
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
FBND
FIDELITY MERRIMACK STR TR
+$17.1M
380,195
减持
—
ACCENTURE PLC IRELAND
-$6.0M
14,525
-52%
增持
IVV
ISHARES TR
+$6.0M
177,960
+2%
减持
AAPL
APPLE INC
+$5.7M
148,102
-0%
减持
SBUX
STARBUCKS CORP
-$5.2M
31,665
-62%
增持
NFLX
NETFLIX INC
+$5.0M
7,911
+1295%
建仓
AYI
ACUITY BRANDS INC
+$4.5M
18,512
增持
EMXC
ISHARES INC
+$4.0M
960,308
+5%
增持
IWL
ISHARES TR
+$3.9M
393,807
+2%
减持
AVGO
BROADCOM INC
+$2.6M
10,515
-3%
增持
AGG
ISHARES TR
+$2.5M
924,294
+4%
减持
GOOGL
ALPHABET INC
+$2.4M
79,267
-0%
减持
COST
COSTCO WHSL CORP NEW
+$2.1M
18,230
-1%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
26,475
+1445%
增持
VTEB
VANGUARD MUN BD FDS
+$1.7M
350,722
+12%
增持
GPN
GLOBAL PMTS INC
-$1.7M
50,948
+3%
增持
AMZN
AMAZON COM INC
+$1.6M
46,499
+13%
减持
XLK
SELECT SECTOR SPDR TR
+$1.5M
105,756
-2%
减持
CLX
CLOROX CO DEL
-$1.4M
2,230
-80%
减持
IWF
ISHARES TR
+$1.3M
55,118
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.3M
18,796
+13%
减持
NOBL
PROSHARES TR
-$1.3M
3,790
-76%
增持
MCK
MCKESSON CORP
+$1.3M
13,439
+10%
增持
DGRO
ISHARES TR
+$1.2M
29,822
+267%
增持
CACI
CACI INTL INC
+$1.1M
21,678
+0%
减持
MSFT
MICROSOFT CORP
+$1.1M
44,383
-0%
增持
GWW
GRAINGER W W INC
-$1.1M
10,373
+1%
增持
NVO
NOVO-NORDISK A S
+$1.0M
63,559
+2%
增持
MUB
ISHARES TR
+$1.0M
131,306
+9%
增持
IEMG
ISHARES INC
+$1.0M
372,518
+2%
增持
HD
HOME DEPOT INC
-$940.3K
28,788
+2%
增持
ADBE
ADOBE INC
+$929.4K
13,114
+4%
增持
TJX
TJX COS INC NEW
+$803.8K
86,031
+1%
减持
LLY
ELI LILLY & CO
+$783.7K
6,169
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$780.3K
4,566
-20%
增持
MNST
MONSTER BEVERAGE CORP NEW
-$778.1K
98,023
+2%
增持
IGSB
ISHARES TR
+$760.0K
467,389
+3%
减持
QQQE
DIREXION SHS ETF TR
-$665.8K
18,086
-29%
增持
BINC
BLACKROCK ETF TRUST II
+$648.1K
206,997
+7%
减持
IJR
ISHARES TR
-$638.3K
135,347
-1%
增持
XLP
SELECT SECTOR SPDR TR
+$631.3K
79,062
+11%
增持
GOVT
ISHARES TR
+$620.2K
1,202,972
+3%
减持
ITW
ILLINOIS TOOL WKS INC
-$613.1K
8,237
-14%
增持
MA
MASTERCARD INCORPORATED
-$612.3K
20,518
+2%
减持
TSCO
TRACTOR SUPPLY CO
-$596.5K
8,916
-22%
增持
BND
VANGUARD BD INDEX FDS
+$572.9K
179,139
+5%
增持
FISV
FISERV INC
-$532.9K
60,967
+1%
增持
ISCF
ISHARES TR
+$520.6K
386,136
+7%
减持
VUG
VANGUARD INDEX FDS
+$516.0K
19,446
-1%
建仓
—
SILA REALTY TRUST INC
+$492.0K
23,242
增持
J
JACOBS SOLUTIONS INC
-$485.2K
54,074
+3%
减持
DFAT
DIMENSIONAL ETF TRUST
-$474.3K
138,552
-2%
增持
IEFA
ISHARES TR
-$471.0K
820,135
+1%
减持
LOW
LOWES COS INC
-$456.3K
12,805
-1%
减持
VB
VANGUARD INDEX FDS
-$455.0K
11,797
-11%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$431.6K
8,996
+2%
减持
IWM
ISHARES TR
-$423.5K
33,951
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$410.4K
3,415
-59%
减持
IJS
ISHARES TR
-$410.0K
31,152
-7%
增持
AJG
GALLAGHER ARTHUR J & CO
+$400.2K
30,797
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$395.1K
119,045
+4%
减持
SCHF
SCHWAB STRATEGIC TR
-$361.6K
215,786
-3%
减持
CAT
CATERPILLAR INC
-$347.2K
9,343
-1%
增持
PEP
PEPSICO INC
-$344.4K
41,270
+1%
增持
GBTC
GRAYSCALE BITCOIN TR BTC
-$320.7K
33,455
+1%
减持
COWZ
PACER FDS TR
-$315.2K
65,540
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$288.6K
1,618,045
+2%
减持
VBR
VANGUARD INDEX FDS
-$284.5K
16,785
-4%
减持
MUNI
PIMCO ETF TR
-$271.1K
256,355
-1%
减持
QQQ
INVESCO QQQ TR
+$258.6K
9,911
-2%
减持
IWP
ISHARES TR
-$246.5K
36,440
-3%
减持
V
VISA INC
-$245.6K
8,639
-4%
增持
ISTB
ISHARES TR
+$244.7K
192,735
+3%
清仓
ICLN
ISHARES TR
-$243.3K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$235.7K
0
-100%
增持
INTU
INTUIT
+$233.9K
18,219
+1%
减持
TXN
TEXAS INSTRS INC
+$231.4K
11,814
-0%
清仓
SWK
STANLEY BLACK & DECKER INC
-$229.8K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$228.6K
19,195
+0%
清仓
—
SUPER MICRO COMPUTER INC
-$227.3K
0
-100%
增持
MCD
MCDONALDS CORP
-$222.2K
12,409
+3%
减持
MRK
MERCK & CO INC
-$221.1K
21,067
-2%
减持
VBK
VANGUARD INDEX FDS
-$220.8K
12,037
-3%
减持
ABT
ABBOTT LABS
-$218.8K
5,140
-22%
增持
IJH
ISHARES TR
-$214.7K
261,148
+2%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$214.3K
42,177
-8%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$210.8K
1,632
清仓
SYK
STRYKER CORPORATION
-$205.8K
0
-100%
建仓
ACWI
ISHARES TR
+$202.2K
1,799
清仓
ED
CONSOLIDATED EDISON INC
-$201.9K
0
-100%
增持
—
LINDE PLC
-$196.7K
17,475
+3%
减持
IWX
ISHARES TR
-$190.0K
14,345
-13%
增持
ABBV
ABBVIE INC
-$189.6K
21,084
+1%
增持
MS
MORGAN STANLEY
+$185.2K
18,580
+8%
增持
USB
US BANCORP DEL
-$183.8K
39,056
+1%
减持
DIS
DISNEY WALT CO
-$182.7K
5,423
-8%
增持
XCEM
COLUMBIA ETF TR II
+$176.0K
141,173
+1%
减持
GOOG
ALPHABET INC
+$175.4K
5,738
-0%
增持
APD
AIR PRODS & CHEMS INC
+$171.7K
8,044
+2%
减持
SPDW
SPDR INDEX SHS FDS
-$169.2K
68,232
-5%
增持
HUBB
HUBBELL INC
+$168.8K
17,129
+17%
减持
SPMD
SPDR SER TR
-$168.8K
23,743
-9%
增持
VDE
VANGUARD WORLD FD
+$163.6K
47,889
+6%
增持
PG
PROCTER AND GAMBLE CO
+$162.9K
34,099
+1%
减持
SPYM
SPDR SER TR
-$153.8K
98,988
-6%
减持
IWN
ISHARES TR
-$149.5K
6,526
-9%
增持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$148.8K
26,734
+10%
增持
VYMI
VANGUARD WHITEHALL FDS
+$148.2K
77,786
+3%
增持
INTC
INTEL CORP
-$145.8K
11,170
+0%
增持
SYY
SYSCO CORP
-$145.6K
19,614
+3%
增持
IVW
ISHARES TR
+$143.9K
9,775
+9%
增持
VOO
VANGUARD INDEX FDS
+$143.0K
4,167
+3%
增持
TSLA
TESLA INC
+$140.9K
4,191
+7%
减持
OEF
ISHARES TR
+$139.8K
19,007
-4%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$137.1K
11,139
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$136.6K
6,551
+2%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$135.1K
2,620
-20%
清仓
—
SIRIUS XM HOLDINGS INC
-$131.2K
0
-100%
增持
WMT
WALMART INC
+$128.9K
16,235
+1%
减持
USMV
ISHARES TR
-$118.5K
4,730
-23%
减持
IWO
ISHARES TR
-$117.0K
5,890
-4%
增持
USIG
ISHARES TR
+$116.9K
182,844
+2%
减持
VTI
VANGUARD INDEX FDS
-$112.3K
6,082
-9%
增持
—
MEDTRONIC PLC
-$111.4K
18,200
+3%
减持
IWR
ISHARES TR
-$109.6K
26,964
-1%
增持
IWD
ISHARES TR
-$108.7K
24,421
+0%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$106.0K
8,317
-8%
减持
SLYV
SPDR SER TR
-$100.4K
3,702
-21%
减持
IWS
ISHARES TR
-$99.3K
4,586
-12%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$99.1K
26,047
-5%
减持
CSCO
CISCO SYS INC
-$95.1K
6,536
-20%
增持
GPC
GENUINE PARTS CO
-$94.9K
9,191
+4%
增持
ORCL
ORACLE CORP
+$94.1K
5,937
+0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$93.3K
5,351
-20%
减持
TFC
TRUIST FINL CORP
-$93.2K
20,416
-10%
增持
CMCSA
COMCAST CORP NEW
-$92.3K
38,298
+4%
减持
VO
VANGUARD INDEX FDS
-$92.2K
6,661
-2%
增持
NKE
NIKE INC
-$90.9K
4,970
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$90.0K
80,895
-2%
增持
PLD
PROLOGIS INC.
-$89.7K
5,264
+1%
减持
ESGD
ISHARES TR
-$89.0K
38,600
-1%
增持
CSX
CSX CORP
-$83.3K
23,364
+0%
增持
TGT
TARGET CORP
-$82.2K
2,822
+0%
增持
EFG
ISHARES TR
+$77.1K
278,341
+2%
减持
SLYG
SPDR SER TR
-$76.7K
3,003
-22%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$76.5K
3,247
-2%
增持
UBSI
UNITED BANKSHARES INC WEST V
-$76.0K
23,457
+0%