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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 16
增持 54
减持 71
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
VXUS
VANGUARD STAR FDS
+$111.6M
1,797,532
减持
VEA
VANGUARD TAX-MANAGED FDS
-$40.2M
1,015,961
-47%
建仓
ILCG
ISHARES TR
+$37.2M
459,243
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
VT
VANGUARD INTL EQUITY INDEX F
+$31.2M
286,010
+1653%
减持
EFG
ISHARES TR
-$26.2M
48,140
-85%
减持
EMXC
ISHARES INC
-$24.3M
446,423
-49%
减持
IWL
ISHARES TR
-$23.3M
215,150
-41%
减持
IVE
ISHARES TR
-$22.8M
153,831
-44%
建仓
IAGG
ISHARES TR
+$21.6M
431,744
增持
FBND
FIDELITY MERRIMACK STR TR
+$17.4M
1,905,268
+23%
减持
VTEB
VANGUARD MUN BD FDS
-$16.5M
36,189
-90%
减持
MUB
ISHARES TR
-$16.0M
24,491
-86%
增持
GOVT
ISHARES TR
+$13.6M
1,898,824
+45%
减持
IVV
ISHARES TR
-$13.6M
167,606
-8%
减持
BINC
BLACKROCK ETF TRUST II
-$11.1M
31,336
-87%
减持
FNDF
SCHWAB STRATEGIC TR
-$9.7M
611,538
-36%
减持
ISTB
ISHARES TR
-$7.9M
47,269
-78%
减持
AVGO
BROADCOM INC
-$7.4M
90,323
-7%
减持
MUNI
PIMCO ETF TR
-$7.2M
72,581
-66%
减持
IWB
ISHARES TR
-$6.8M
303,752
-2%
增持
USIG
ISHARES TR
+$5.9M
309,117
+57%
增持
IJH
ISHARES TR
+$3.8M
361,468
+30%
减持
XLK
SELECT SECTOR SPDR TR
-$3.7M
78,852
-8%
增持
AAPL
APPLE INC
-$3.5M
147,160
+2%
减持
USHY
ISHARES TR
-$3.4M
29,271
-76%
减持
MBB
ISHARES TR
-$3.2M
51,277
-42%
减持
GOOGL
ALPHABET INC
-$2.9M
77,818
-1%
建仓
EAGG
ISHARES TR
+$2.6M
54,884
建仓
IGRO
ISHARES TR
+$2.5M
35,018
增持
IEMG
ISHARES INC
+$2.5M
431,773
+8%
增持
XLF
SELECT SECTOR SPDR TR
+$2.4M
517,950
+7%
减持
IWF
ISHARES TR
-$2.4M
53,464
-1%
减持
MSFT
MICROSOFT CORP
-$2.1M
44,070
-0%
减持
IEFA
ISHARES TR
+$2.0M
857,122
-4%
建仓
INMU
BLACKROCK ETF TRUST II
+$2.0M
83,013
减持
HUBB
HUBBELL INC
-$1.9M
16,986
-6%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$1.9M
8,713
-2%
减持
AJG
GALLAGHER ARTHUR J & CO
+$1.8M
30,964
-1%
增持
IJR
ISHARES TR
-$1.6M
160,411
+1%
增持
MCK
MCKESSON CORP
+$1.6M
13,949
+1%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
8,501
+60%
增持
NVDA
NVIDIA CORPORATION
-$1.4M
76,117
+6%
减持
EFA
ISHARES TR
-$1.3M
66,453
-25%
减持
IWM
ISHARES TR
-$1.3M
29,360
-9%
减持
WM
WASTE MGMT INC DEL
+$1.3M
43,580
-0%
减持
XCEM
COLUMBIA ETF TR II
-$1.2M
109,784
-27%
增持
AMZN
AMAZON COM INC
-$1.2M
48,896
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$1.2M
124,836
+1%
减持
BND
VANGUARD BD INDEX FDS
-$1.2M
178,042
-10%
增持
—
LINDE PLC
+$1.1M
18,412
+4%
增持
NVO
NOVO-NORDISK A S
-$1.1M
64,658
+0%
减持
VIGI
VANGUARD WHITEHALL FDS
-$1.0M
15,106
-47%
减持
—
ACCENTURE PLC IRELAND
-$1.0M
12,302
-11%
增持
NFLX
NETFLIX INC
+$1.0M
9,607
+8%
增持
XLE
SELECT SECTOR SPDR TR
+$1.0M
82,350
+5%
减持
SUB
ISHARES TR
-$981.0K
6,743
-58%
减持
SPYM
SPDR SER TR
-$937.5K
79,627
-11%
增持
DEM
WISDOMTREE TR
+$934.5K
30,080
+268%
减持
AGG
ISHARES TR
+$894.8K
627,658
-1%
减持
CACI
CACI INTL INC
-$854.9K
20,526
-1%
减持
VUG
VANGUARD INDEX FDS
-$849.4K
18,567
-1%
增持
ABBV
ABBVIE INC
+$838.9K
22,026
+4%
减持
ADBE
ADOBE INC
-$779.6K
12,684
-0%
减持
HD
HOME DEPOT INC
-$768.4K
28,572
-1%
减持
ESGU
ISHARES TR
-$744.5K
37,372
-9%
减持
GWW
GRAINGER W W INC
-$740.4K
10,255
-1%
减持
TSLA
TESLA INC
-$714.8K
2,532
-25%
清仓
SUSB
ISHARES TR
-$669.2K
0
-100%
建仓
MEAR
ISHARES U S ETF TR
+$668.0K
13,296
清仓
SUSC
ISHARES TR
-$656.8K
0
-100%
建仓
HIMU
BLACKROCK ETF TRUST II
+$614.8K
12,412
增持
UNH
UNITEDHEALTH GROUP INC
+$600.7K
19,576
+3%
减持
SCHF
SCHWAB STRATEGIC TR
-$586.1K
357,843
-14%
减持
IWP
ISHARES TR
-$581.1K
33,098
-6%
增持
META
META PLATFORMS INC
+$580.2K
15,013
+9%
增持
CVX
CHEVRON CORP NEW
+$568.4K
21,012
+3%
建仓
SCHG
SCHWAB STRATEGIC TR
+$557.6K
22,268
增持
J
JACOBS SOLUTIONS INC
-$548.9K
58,559
+3%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$535.3K
15,160
-57%
增持
VYMI
VANGUARD WHITEHALL FDS
+$535.1K
78,594
+1%
增持
VDE
VANGUARD WORLD FD
+$518.3K
51,073
+1%
增持
JNJ
JOHNSON & JOHNSON
+$505.9K
20,136
+3%
减持
COWZ
PACER FDS TR
-$492.9K
47,818
-13%
减持
IJS
ISHARES TR
-$472.8K
26,176
-6%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$466.4K
7,946
减持
QQQ
INVESCO QQQ TR
-$454.7K
9,500
-1%
减持
SPEM
SPDR INDEX SHS FDS
-$446.1K
67,970
-16%
减持
MA
MASTERCARD INCORPORATED
+$438.5K
20,385
-0%
清仓
SHYM
BLACKROCK ETF TRUST II
-$423.2K
0
-100%
增持
MCD
MCDONALDS CORP
+$422.9K
12,898
+4%
减持
VBK
VANGUARD INDEX FDS
-$393.2K
11,157
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$381.3K
3,182
-14%
增持
BRTR
BLACKROCK ETF TRUST II
+$363.0K
18,535
+60%
增持
BNY
BANK NEW YORK MELLON CORP
+$360.1K
32,477
+6%
减持
QUAL
ISHARES TR
-$343.9K
14,979
-8%
减持
VDC
VANGUARD WORLD FD
-$342.3K
6,726
-22%
建仓
DFEB
FIRST TR EXCHNG TRADED FD VI
+$339.2K
8,047
清仓
SPTI
SPDR SER TR
-$338.8K
0
-100%
减持
CAT
CATERPILLAR INC
-$333.0K
9,060
-1%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$331.7K
6,170
-28%
增持
PGR
PROGRESSIVE CORP
+$330.4K
6,927
+2%
减持
CSX
CSX CORP
-$313.0K
13,722
-38%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$311.0K
82,091
-11%
增持
DFAT
DIMENSIONAL ETF TRUST
-$308.6K
166,778
+4%
减持
LLY
ELI LILLY & CO
+$302.1K
6,216
-1%
清仓
EMBD
GLOBAL X FDS
-$293.5K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$285.5K
25,031
+6%
增持
—
MEDTRONIC PLC
+$279.3K
20,599
+5%
增持
GPN
GLOBAL PMTS INC
+$276.7K
7,372
+86%
减持
IWO
ISHARES TR
-$276.2K
5,542
-6%
减持
VBR
VANGUARD INDEX FDS
-$275.5K
15,250
-3%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$270.7K
7,419
增持
OEF
ISHARES TR
-$263.7K
18,658
+1%
增持
INTU
INTUIT
-$262.1K
18,108
+0%
增持
LMT
LOCKHEED MARTIN CORP
-$247.5K
6,682
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$247.3K
11,713
+3%
增持
TROW
PRICE T ROWE GROUP INC
-$237.5K
14,580
+5%
减持
FISV
FISERV INC
+$237.4K
54,567
-5%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$235.3K
1,779
减持
IGSB
ISHARES TR
-$225.5K
32,303
-13%
增持
AYI
ACUITY INC
-$223.7K
24,243
+7%
清仓
SPSM
SPDR SER TR
-$221.2K
0
-100%
清仓
AOR
ISHARES TR
-$220.7K
0
-100%
建仓
ED
CONSOLIDATED EDISON INC
+$218.2K
1,973
减持
XLP
SELECT SECTOR SPDR TR
-$218.0K
19,062
-16%
增持
ABT
ABBOTT LABS
+$217.7K
5,970
+18%
清仓
KHC
KRAFT HEINZ CO
-$214.3K
0
-100%
建仓
KLAC
KLA CORP
+$210.7K
310
清仓
—
TRANE TECHNOLOGIES PLC
-$209.4K
0
-100%
建仓
ES
EVERSOURCE ENERGY
+$205.8K
3,314
增持
BNDX
VANGUARD CHARLOTTE FDS
+$200.9K
8,874
+87%
增持
XJH
ISHARES TR
+$193.1K
23,692
+35%
增持
GPC
GENUINE PARTS CO
+$186.8K
10,101
+16%
减持
MS
MORGAN STANLEY
-$185.1K
18,433
-1%
减持
BX
BLACKSTONE INC
-$184.9K
4,840
-3%
增持
ESGE
ISHARES INC
+$183.1K
30,196
+16%
增持
UBSI
UNITED BANKSHARES INC WEST V
+$181.8K
30,820
+31%
减持
COST
COSTCO WHSL CORP NEW
+$181.5K
17,110
-2%
减持
TSCO
TRACTOR SUPPLY CO
-$176.1K
27,150
-14%
增持
VB
VANGUARD INDEX FDS
-$176.1K
10,156
+0%
增持
SHW
SHERWIN WILLIAMS CO
+$176.0K
1,127
+76%
减持
ISCF
ISHARES TR
-$160.5K
6,994
-43%
增持
GD
GENERAL DYNAMICS CORP
+$160.2K
7,516
+5%
增持
DGRO
ISHARES TR
+$159.8K
29,739
+9%
增持
NEE
NEXTERA ENERGY INC
+$158.6K
33,783
+8%
增持
VO
VANGUARD INDEX FDS
+$158.0K
6,755
+12%
减持
IJT
ISHARES TR
-$156.6K
11,893
-2%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$156.2K
9,620
+53%
减持
WMT
WALMART INC
-$151.0K
14,707
-8%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$149.6K
4,365
-31%