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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 5
增持 52
减持 76
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
-$6.7M
1,921,183
+3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$6.2M
1,550,144
+14%
增持
NVDA
NVIDIA CORPORATION
+$6.1M
72,065
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。
+147%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$5.2M
0
-100%
减持
AVGO
BROADCOM INC
+$5.1M
97,260
-4%
减持
GPN
GLOBAL PMTS INC
-$4.9M
3,973
-92%
增持
XLF
SELECT SECTOR SPDR TR
+$4.7M
483,943
+18%
增持
META
META PLATFORMS INC
+$4.7M
13,787
+135%
增持
IVV
ISHARES TR
+$4.1M
183,144
+2%
增持
EMXC
ISHARES INC
-$4.1M
882,140
+2%
减持
IVE
ISHARES TR
-$4.0M
273,206
-4%
减持
AGG
ISHARES TR
-$3.6M
631,509
-1%
增持
EFG
ISHARES TR
-$3.0M
320,129
+1%
减持
XLK
SELECT SECTOR SPDR TR
-$2.9M
86,029
-15%
增持
MUB
ISHARES TR
+$2.9M
174,379
+21%
增持
BND
VANGUARD BD INDEX FDS
+$2.8M
198,644
+30%
增持
FNDF
SCHWAB STRATEGIC TR
-$2.8M
956,262
+4%
增持
IEFA
ISHARES TR
-$2.7M
894,189
+6%
减持
MUNI
PIMCO ETF TR
-$2.6M
210,831
-17%
减持
XLV
SELECT SECTOR SPDR TR
-$2.4M
123,711
-2%
减持
CACI
CACI INTL INC
-$2.3M
20,755
-2%
增持
NVO
NOVO-NORDISK A S
-$1.9M
64,424
+3%
清仓
AMTM
AMENTUM HOLDINGS INC
-$1.8M
0
-100%
增持
NFLX
NETFLIX INC
+$1.7M
8,908
+2%
减持
AAPL
APPLE INC
+$1.7M
144,681
-2%
减持
GOOGL
ALPHABET INC
+$1.6M
78,843
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.6M
19,081
-1%
减持
IGSB
ISHARES TR
-$1.6M
37,083
-44%
减持
AMZN
AMAZON COM INC
+$1.5M
47,931
-1%
减持
VTEB
VANGUARD MUN BD FDS
-$1.5M
364,675
-6%
减持
IWF
ISHARES TR
+$1.2M
53,926
-1%
增持
SCHF
SCHWAB STRATEGIC TR
-$1.2M
414,282
+93%
增持
IEMG
ISHARES INC
-$1.1M
398,473
+5%
增持
MCK
MCKESSON CORP
+$1.1M
13,748
+0%
增持
GOVT
ISHARES TR
+$1.0M
1,305,646
+6%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$1.0M
28,635
减持
FISV
FISERV INC
+$970.9K
57,505
-5%
增持
—
LINDE PLC
-$949.1K
17,759
+1%
减持
ADBE
ADOBE INC
-$946.5K
12,693
-0%
增持
EFA
ISHARES TR
+$938.5K
88,788
+29%
清仓
AOA
ISHARES TR
-$866.9K
0
-100%
减持
PEP
PEPSICO INC
-$807.4K
40,462
-1%
增持
BINC
BLACKROCK ETF TRUST II
+$760.2K
244,280
+9%
增持
TSCO
TRACTOR SUPPLY CO
-$753.3K
31,514
+278%
增持
AYI
ACUITY BRANDS INC
+$746.3K
22,620
+6%
减持
IWB
ISHARES TR
-$704.8K
310,196
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$701.9K
3,602
-13%
减持
AOR
ISHARES TR
-$672.9K
3,851
-74%
减持
JPM
JPMORGAN CHASE & CO.
+$664.5K
26,037
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$663.3K
78,095
+14%
减持
ISCF
ISHARES TR
-$638.6K
12,269
-58%
增持
LLY
ELI LILLY & CO
-$634.1K
6,259
+1%
增持
IJH
ISHARES TR
+$634.0K
277,387
+4%
增持
LMT
LOCKHEED MARTIN CORP
-$623.0K
6,652
+1%
减持
MA
MASTERCARD INCORPORATED
+$574.5K
20,386
-1%
建仓
BRTR
BLACKROCK ETF TRUST II
+$570.4K
11,566
减持
COWZ
PACER FDS TR
-$547.0K
55,089
-13%
清仓
LQD
ISHARES TR
-$521.8K
0
-100%
减持
HD
HOME DEPOT INC
-$511.1K
28,895
-0%
减持
MDLZ
MONDELEZ INTL INC
-$500.1K
23,654
-9%
增持
VOO
VANGUARD INDEX FDS
+$482.3K
5,303
+18%
增持
J
JACOBS SOLUTIONS INC
+$471.9K
57,088
+4%
减持
SPYM
SPDR SER TR
-$462.7K
89,554
-9%
增持
DFAT
DIMENSIONAL ETF TRUST
+$453.0K
159,827
+5%
增持
IJR
ISHARES TR
+$446.7K
159,344
+4%
增持
ISTB
ISHARES TR
+$428.2K
212,797
+6%
减持
MRK
MERCK & CO INC
-$423.5K
20,011
-6%
增持
ABBV
ABBVIE INC
-$416.8K
21,250
+0%
建仓
BLK
BLACKROCK INC
+$409.5K
399
增持
VYMI
VANGUARD WHITEHALL FDS
-$370.7K
77,438
+1%
清仓
—
BLACKROCK INC
-$370.4K
0
-100%
减持
SBUX
STARBUCKS CORP
-$370.4K
27,382
-7%
减持
XLP
SELECT SECTOR SPDR TR
-$369.4K
22,577
-13%
减持
QUAL
ISHARES TR
-$368.6K
16,306
-11%
减持
MS
MORGAN STANLEY
+$367.2K
18,578
-2%
清仓
DOW
DOW INC
-$364.6K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$363.9K
62,350
-6%
减持
GPC
GENUINE PARTS CO
-$348.0K
8,707
-11%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$335.3K
16,317
+23%
增持
MSFT
MICROSOFT CORP
-$335.1K
44,280
+0%
减持
CAT
CATERPILLAR INC
-$330.0K
9,154
-2%
减持
LOW
LOWES COS INC
-$326.2K
12,777
-1%
减持
IWD
ISHARES TR
-$323.8K
21,411
-5%
减持
PG
PROCTER AND GAMBLE CO
-$318.2K
33,286
-2%
减持
TSLA
TESLA INC
+$310.1K
3,395
-16%
增持
NEE
NEXTERA ENERGY INC
-$310.1K
31,194
+4%
减持
VUG
VANGUARD INDEX FDS
+$292.5K
18,844
-3%
减持
V
VISA INC
+$284.6K
8,337
-2%
减持
VIGI
VANGUARD WHITEHALL FDS
-$284.2K
28,452
-2%
减持
GD
GENERAL DYNAMICS CORP
-$278.4K
7,168
-0%
减持
IWP
ISHARES TR
+$276.5K
35,264
-1%
增持
JNJ
JOHNSON & JOHNSON
-$274.2K
19,592
+2%
减持
COST
COSTCO WHSL CORP NEW
+$273.2K
17,463
-2%
减持
SPEM
SPDR INDEX SHS FDS
-$267.8K
81,367
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$265.9K
8,899
-0%
建仓
WFC
WELLS FARGO CO NEW
+$264.4K
3,764
清仓
SWK
STANLEY BLACK & DECKER INC
-$258.5K
0
-100%
减持
CTAS
CINTAS CORP
-$248.6K
3,825
-17%
增持
WM
WASTE MGMT INC DEL
-$244.1K
43,746
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$240.3K
6,335
-32%
减持
TXN
TEXAS INSTRS INC
-$239.4K
12,022
-0%
清仓
SLYG
SPDR SER TR
-$237.9K
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$237.2K
0
-100%
减持
KXI
ISHARES TR
-$234.4K
19,210
-9%
清仓
INTC
INTEL CORP
-$234.3K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$233.1K
0
-100%
清仓
—
ASML HOLDING N V
-$226.9K
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$225.5K
0
-100%
减持
IMCG
ISHARES TR
-$223.7K
4,185
-43%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$219.7K
0
-100%
减持
—
EXXON MOBIL CORP
-$217.9K
14,560
-4%
减持
IJS
ISHARES TR
-$212.5K
27,847
-7%
减持
OEF
ISHARES TR
+$212.4K
18,407
-0%
增持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$212.3K
34,931
+14%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$207.8K
945
清仓
ED
CONSOLIDATED EDISON INC
-$205.4K
0
-100%
增持
AJG
GALLAGHER ARTHUR J & CO
+$204.7K
31,241
+1%
清仓
ELV
ELEVANCE HEALTH INC
-$204.4K
0
-100%
减持
MCD
MCDONALDS CORP
-$203.0K
12,440
-1%
减持
TJX
TJX COS INC NEW
+$200.7K
84,683
-1%
增持
—
MEDTRONIC PLC
-$188.1K
19,677
+1%
清仓
—
GRAYSCALE BITCOIN MINI TR BT
-$185.8K
0
-100%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$183.1K
24,264
-7%
增持
BNY
BANK NEW YORK MELLON CORP
+$178.2K
30,765
+1%
增持
HCA
HCA HEALTHCARE INC
-$176.2K
1,662
+0%
增持
GLD
SPDR GOLD TR
+$170.8K
2,166
+49%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$169.4K
18,992
-11%
增持
SHYM
BLACKROCK ETF TRUST II
+$168.7K
18,676
+70%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$166.7K
7,600
-9%
减持
QQQ
INVESCO QQQ TR
+$165.3K
9,603
-1%
减持
—
ACCENTURE PLC IRELAND
-$164.9K
13,815
-3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$164.1K
92,156
+13%
减持
CVX
CHEVRON CORP NEW
-$163.7K
20,345
-4%
减持
DGRO
ISHARES TR
-$162.7K
27,348
-7%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$161.5K
11,380
-1%
减持
SPMD
SPDR SER TR
-$157.7K
20,952
-12%
减持
APD
AIR PRODS & CHEMS INC
-$156.2K
7,772
-4%
减持
DHR
DANAHER CORPORATION
-$148.6K
2,923
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$147.0K
14,844
-11%
增持
SUB
ISHARES TR
+$145.9K
16,052
+10%
减持
UPS
UNITED PARCEL SERVICE INC
-$145.0K
11,084
-2%
增持
GOOG
ALPHABET INC
+$144.7K
5,787
+1%
减持
QQQJ
INVESCO EXCH TRADED FD TR II
-$141.7K
31,721
-14%
增持
XCEM
COLUMBIA ETF TR II
+$136.6K
151,197
+14%
减持
GWW
GRAINGER W W INC
+$135.7K
10,314
-0%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$135.3K
11,438
-21%
增持
CMCSA
COMCAST CORP NEW
-$134.1K
42,443
+3%
减持
WMT
WALMART INC
+$133.7K
15,961
-1%
增持
USIG
ISHARES TR
+$126.8K
197,426
+6%
减持
—
SILA REALTY TRUST INC
-$126.4K
18,991
-18%