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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 11
增持 76
减持 57
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
FBND
FIDELITY MERRIMACK STR TR
+$46.3M
1,355,457
+257%
减持
AGG
ISHARES TR
-$24.9M
640,130
-31%
减持
IGSB
ISHARES TR
-$20.4M
66,662
-86%
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
VEA
VANGUARD TAX-MANAGED FDS
+$18.6M
1,865,928
+15%
减持
ISCF
ISHARES TR
-$11.4M
29,353
-92%
增持
FNDF
SCHWAB STRATEGIC TR
+$7.7M
923,401
+20%
增持
IVV
ISHARES TR
+$6.3M
179,823
+1%
增持
IEFA
ISHARES TR
+$6.0M
840,305
+2%
增持
EFG
ISHARES TR
+$5.5M
315,484
+13%
增持
XLE
SELECT SECTOR SPDR TR
+$5.4M
68,637
+862%
减持
IWB
ISHARES TR
+$4.2M
320,104
-1%
减持
XLP
SELECT SECTOR SPDR TR
-$3.9M
25,833
-67%
减持
EMXC
ISHARES INC
-$3.9M
866,788
-10%
清仓
JPMB
J P MORGAN EXCHANGE TRADED F
-$3.6M
0
-100%
增持
IJR
ISHARES TR
+$3.5M
153,154
+13%
增持
AAPL
APPLE INC
+$3.3M
148,153
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$2.2M
387,684
+11%
增持
XLV
SELECT SECTOR SPDR TR
+$2.1M
126,118
+6%
增持
BNY
BANK NEW YORK MELLON CORP
+$2.0M
30,413
+759%
增持
IEMG
ISHARES INC
+$1.9M
381,083
+2%
增持
HD
HOME DEPOT INC
+$1.8M
29,000
+1%
增持
NEE
NEXTERA ENERGY INC
+$1.8M
30,124
+195%
增持
GOVT
ISHARES TR
+$1.8M
1,235,004
+3%
建仓
AMTM
AMENTUM HOLDINGS INC
+$1.8M
54,707
减持
FISV
FISERV INC
+$1.8M
60,349
-1%
增持
XLF
SELECT SECTOR SPDR TR
+$1.7M
411,456
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.7M
19,286
+3%
增持
MUB
ISHARES TR
+$1.7M
144,402
+10%
减持
NVO
NOVO-NORDISK A S
-$1.6M
62,627
-1%
清仓
QQQE
DIREXION SHS ETF TR
-$1.6M
0
-100%
清仓
USB
US BANCORP DEL
-$1.6M
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$1.4M
152,841
-15%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.4M
9,249
-67%
减持
CACI
CACI INTL INC
+$1.4M
21,256
-2%
清仓
SYY
SYSCO CORP
-$1.4M
0
-100%
增持
AYI
ACUITY BRANDS INC
+$1.4M
21,285
+15%
减持
GWW
GRAINGER W W INC
+$1.4M
10,334
-0%
增持
IJH
ISHARES TR
+$1.4M
267,170
+2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.3M
151,770
+10%
增持
HUBB
HUBBELL INC
+$1.2M
17,461
+2%
增持
GOOGL
ALPHABET INC
-$1.2M
80,123
+1%
增持
BINC
BLACKROCK ETF TRUST II
+$1.1M
223,189
+8%
增持
MA
MASTERCARD INCORPORATED
+$1.1M
20,576
+0%
增持
MCK
MCKESSON CORP
-$1.1M
13,687
+2%
减持
XLK
SELECT SECTOR SPDR TR
-$973.5K
101,664
-4%
增持
NFLX
NETFLIX INC
+$852.0K
8,729
+10%
减持
MSFT
MICROSOFT CORP
-$837.5K
44,154
-1%
减持
IVE
ISHARES TR
+$823.4K
284,622
-6%
增持
LMT
LOCKHEED MARTIN CORP
+$795.3K
6,595
+1%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$785.7K
8,932
-1%
增持
—
LINDE PLC
+$715.9K
17,582
+1%
减持
ADBE
ADOBE INC
-$694.5K
12,729
-3%
减持
INTU
INTUIT
-$684.1K
18,180
-0%
减持
AJG
GALLAGHER ARTHUR J & CO
+$677.4K
30,789
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$658.0K
26,448
+9%
增持
LOW
LOWES COS INC
+$656.5K
12,846
+0%
增持
MCD
MCDONALDS CORP
+$646.8K
12,509
+1%
增持
USIG
ISHARES TR
+$619.2K
186,379
+2%
减持
—
ACCENTURE PLC IRELAND
+$617.7K
14,215
-2%
增持
ISTB
ISHARES TR
+$607.2K
200,022
+4%
增持
ABBV
ABBVIE INC
+$576.6K
21,232
+1%
减持
TJX
TJX COS INC NEW
+$557.8K
85,331
-1%
减持
SCHF
SCHWAB STRATEGIC TR
+$551.1K
215,019
-0%
增持
AVGO
BROADCOM INC
+$547.0K
101,036
+861%
增持
META
META PLATFORMS INC
+$546.0K
5,859
+5%
减持
CAT
CATERPILLAR INC
+$538.8K
9,334
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$511.0K
11,454
+3%
增持
MBB
ISHARES TR
+$481.3K
82,692
+2%
减持
SBUX
STARBUCKS CORP
+$403.9K
29,428
-7%
增持
J
JACOBS SOLUTIONS INC
-$398.6K
54,669
+1%
增持
GPN
GLOBAL PMTS INC
+$397.9K
51,987
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$382.9K
81,374
+1%
减持
IWF
ISHARES TR
+$352.5K
54,461
-1%
增持
USHY
ISHARES TR
+$343.9K
117,080
+5%
增持
APD
AIR PRODS & CHEMS INC
+$334.7K
8,096
+1%
增持
ESGU
ISHARES TR
+$334.2K
41,545
+1%
增持
—
MEDTRONIC PLC
+$327.3K
19,548
+7%
增持
PGR
PROGRESSIVE CORP
+$315.1K
6,818
+0%
清仓
HYXF
ISHARES TR
-$314.9K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$302.2K
19,176
-0%
减持
SPYM
SPDR SER TR
+$301.3K
98,304
-1%
减持
VYMI
VANGUARD WHITEHALL FDS
+$296.5K
76,644
-1%
建仓
EMBD
GLOBAL X FDS
+$294.4K
12,535
增持
VOO
VANGUARD INDEX FDS
+$290.8K
4,501
+8%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$286.1K
99,335
+1%
减持
IWM
ISHARES TR
+$281.5K
32,459
-4%
减持
PG
PROCTER AND GAMBLE CO
+$275.0K
34,057
-0%
增持
NVDA
NVIDIA CORPORATION
+$269.3K
29,150
+10%
减持
WM
WASTE MGMT INC DEL
-$267.2K
43,697
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$266.1K
3,676
+9%
增持
MDLZ
MONDELEZ INTL INC
+$263.9K
25,967
+3%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$263.8K
21,912
+87%
减持
SPEM
SPDR INDEX SHS FDS
+$261.0K
82,118
-1%
建仓
SWK
STANLEY BLACK & DECKER INC
+$258.5K
2,347
减持
IWN
ISHARES TR
-$257.3K
4,415
-32%
建仓
DVY
ISHARES TR
+$247.9K
1,835
减持
IWL
ISHARES TR
+$240.0K
377,317
-4%
减持
COST
COSTCO WHSL CORP NEW
+$232.1K
17,741
-3%
减持
TSLA
TESLA INC
+$231.6K
4,055
-3%
增持
ESGD
ISHARES TR
+$231.0K
38,873
+1%
增持
CMCSA
COMCAST CORP NEW
+$227.2K
41,344
+8%
建仓
ES
EVERSOURCE ENERGY
+$225.5K
3,314
减持
EFA
ISHARES TR
+$222.0K
69,052
-3%
建仓
—
TRANE TECHNOLOGIES PLC
+$213.8K
550
减持
WMT
WALMART INC
+$209.2K
16,203
-0%
清仓
WFC
WELLS FARGO CO NEW
-$208.8K
0
-100%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$208.3K
2,500
建仓
SYK
STRYKER CORPORATION
+$207.7K
575
增持
KO
COCA COLA CO
+$207.4K
10,094
+24%
减持
IJS
ISHARES TR
+$206.8K
30,066
-3%
建仓
ED
CONSOLIDATED EDISON INC
+$205.4K
1,973
建仓
VV
VANGUARD INDEX FDS
+$204.2K
776
减持
XT
ISHARES TR
-$197.3K
7,071
-34%
增持
TXN
TEXAS INSTRS INC
+$195.4K
12,071
+2%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$193.9K
14,454
+33%
增持
MRK
MERCK & CO INC
-$193.9K
21,260
+1%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$193.8K
42,043
-0%
建仓
—
GRAYSCALE BITCOIN MINI TR BT
+$185.8K
33,010
增持
CHCO
CITY HLDG CO
+$182.0K
16,178
+0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$178.2K
13,214
+6%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$176.7K
3,285
+4%
减持
MUNI
PIMCO ETF TR
+$175.1K
255,209
-0%
减持
IWR
ISHARES TR
+$174.1K
26,779
-1%
减持
IWP
ISHARES TR
+$172.1K
35,751
-2%
减持
VUG
VANGUARD INDEX FDS
+$168.9K
19,384
-0%
减持
XCEM
COLUMBIA ETF TR II
-$167.4K
132,808
-6%
增持
GD
GENERAL DYNAMICS CORP
+$162.7K
7,171
+4%
增持
MS
MORGAN STANLEY
+$162.7K
18,884
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$157.9K
3,213
-1%
减持
PEP
PEPSICO INC
+$153.4K
40,930
-1%
减持
IWS
ISHARES TR
-$142.1K
3,112
-32%
增持
HCA
HCA HEALTHCARE INC
+$141.7K
1,661
+0%
增持
FMAR
FIRST TR EXCHNG TRADED FD VI
+$141.4K
25,091
+11%
增持
CTAS
CINTAS CORP
+$141.1K
4,602
+299%
增持
SCHX
SCHWAB STRATEGIC TR
+$133.6K
16,163
+8%
增持
CVX
CHEVRON CORP NEW
-$130.6K
21,121
+2%
减持
ORCL
ORACLE CORP
+$129.1K
5,678
-4%
减持
SUB
ISHARES TR
-$128.4K
14,571
-9%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$127.8K
3,064
-43%
减持
VTV
VANGUARD INDEX FDS
+$127.7K
10,322
-1%
减持
VBR
VANGUARD INDEX FDS
+$127.1K
15,892
-5%
增持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$126.6K
23,809
+10%
减持
IWO
ISHARES TR
+$123.6K
5,880
-0%
减持
DGRO
ISHARES TR
+$122.1K
29,354
-2%
增持
LLY
ELI LILLY & CO
-$119.0K
6,170
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$118.8K
11,315
+9%
减持
BX
BLACKSTONE INC
+$118.5K
4,910
-4%
增持
AOA
ISHARES TR
+$113.8K
10,986
+9%
增持
EEM
ISHARES TR
+$112.9K
15,643
+10%
增持
UBSI
UNITED BANKSHARES INC WEST V
+$112.6K
23,546
+0%
