小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 17
增持 75
减持 46
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
IXUS
ISHARES TR
+$17.2M
221,876
增持
IWB
ISHARES TR
+$10.0M
303,806
+0%
增持
AVGO
BROADCOM INC
+$9.9M
90,884
+1%
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。
减持
IVV
ISHARES TR
+$9.1M
166,332
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$8.7M
98,635
+25%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$7.6M
317,019
+11%
增持
ILCG
ISHARES TR
+$7.5M
461,073
+0%
增持
MSFT
MICROSOFT CORP
+$6.8M
46,875
+6%
减持
VXUS
VANGUARD STAR FDS
+$6.6M
1,710,919
-5%
减持
IEFA
ISHARES TR
+$6.4M
853,785
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$5.3M
999,160
-2%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$5.0M
27,173
增持
XCEM
COLUMBIA ETF TR II
+$4.7M
233,358
+113%
增持
OEF
ISHARES TR
+$4.6M
31,803
+70%
清仓
NVO
NOVO-NORDISK A S
-$4.5M
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
+$4.4M
1,998,346
+5%
增持
NVDA
NVIDIA CORPORATION
+$4.4M
79,933
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$4.4M
18,893
-3%
增持
NFLX
NETFLIX INC
+$4.2M
9,802
+2%
减持
XLF
SELECT SECTOR SPDR TR
-$3.7M
421,860
-19%
增持
INTU
INTUIT
+$3.6M
18,685
+3%
增持
ACWI
ISHARES TR
+$3.6M
30,072
+1198%
减持
IWF
ISHARES TR
+$3.2M
52,996
-1%
增持
VB
VANGUARD INDEX FDS
+$3.0M
22,256
+119%
增持
META
META PLATFORMS INC
+$2.6M
15,307
+2%
增持
HUBB
HUBBELL INC
+$2.5M
19,829
+17%
增持
FISV
FISERV INC
-$2.4M
55,742
+2%
增持
CACI
CACI INTL INC
+$2.4M
20,822
+1%
减持
IEMG
ISHARES INC
+$2.3M
426,320
-1%
增持
AAPL
APPLE INC
-$2.2M
148,371
+1%
减持
IWL
ISHARES TR
+$2.2M
207,352
-4%
增持
GOOGL
ALPHABET INC
+$2.1M
80,297
+3%
增持
ABT
ABBOTT LABS
+$2.1M
21,332
+257%
减持
APD
AIR PRODS & CHEMS INC
-$2.1M
838
-89%
建仓
TMUS
T-MOBILE US INC
+$1.9M
7,897
清仓
—
MEDTRONIC PLC
-$1.9M
0
-100%
增持
ES
EVERSOURCE ENERGY
+$1.8M
32,297
+875%
增持
AMZN
AMAZON COM INC
+$1.8M
50,744
+4%
增持
VOO
VANGUARD INDEX FDS
+$1.8M
10,894
+28%
增持
XLE
SELECT SECTOR SPDR TR
+$1.8M
112,153
+36%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.8M
81,211
+265%
增持
AGG
ISHARES TR
+$1.7M
643,508
+3%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.7M
63,499
+143%
建仓
PNC
PNC FINL SVCS GROUP INC
+$1.6M
8,696
减持
VTEB
VANGUARD MUN BD FDS
-$1.6M
4,665
-87%
增持
QQQ
INVESCO QQQ TR
+$1.5M
10,708
+13%
增持
JPM
JPMORGAN CHASE & CO.
+$1.4M
26,884
+4%
增持
AYI
ACUITY INC
+$1.4M
26,152
+8%
减持
MUB
ISHARES TR
-$1.4M
11,268
-54%
增持
WFC
WELLS FARGO CO NEW
+$1.4M
21,473
+360%
增持
IAGG
ISHARES TR
+$1.4M
449,484
+4%
增持
XLV
SELECT SECTOR SPDR TR
+$1.4M
145,248
+16%
清仓
TROW
PRICE T ROWE GROUP INC
-$1.3M
0
-100%
增持
J
JACOBS SOLUTIONS INC
+$1.3M
63,934
+9%
清仓
UPS
UNITED PARCEL SERVICE INC
-$1.3M
0
-100%
减持
FNDF
SCHWAB STRATEGIC TR
+$1.3M
584,198
-4%
增持
MCK
MCKESSON CORP
+$1.3M
14,549
+4%
减持
VUG
VANGUARD INDEX FDS
+$1.3M
18,557
-0%
增持
EFA
ISHARES TR
+$1.2M
74,588
+12%
清仓
GPC
GENUINE PARTS CO
-$1.2M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
17,551
+3%
增持
GWW
GRAINGER W W INC
+$1.2M
10,863
+6%
增持
BRTR
BLACKROCK ETF TRUST II
+$1.2M
41,497
+124%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.1M
90,733
+11%
减持
IJH
ISHARES TR
+$1.0M
356,555
-1%
增持
CAT
CATERPILLAR INC
+$1.0M
10,307
+14%
增持
ADBE
ADOBE INC
+$880.5K
14,850
+17%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$868.8K
128,843
+1379%
增持
IWR
ISHARES TR
+$856.1K
34,857
+26%
减持
ISTB
ISHARES TR
-$819.5K
30,133
-36%
增持
MS
MORGAN STANLEY
+$815.4K
21,056
+14%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$779.8K
6,160
-66%
增持
—
LINDE PLC
+$779.8K
19,935
+8%
增持
TXN
TEXAS INSTRS INC
+$763.8K
14,323
+16%
增持
GOVT
ISHARES TR
+$668.6K
1,928,333
+2%
减持
SCHF
SCHWAB STRATEGIC TR
+$652.1K
349,783
-2%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$644.9K
19,176
+158%
增持
BNY
BANK NEW YORK MELLON CORP
+$626.4K
36,771
+13%
增持
DFAT
DIMENSIONAL ETF TRUST
+$592.8K
170,130
+2%
建仓
RSPG
INVESCO EXCHANGE TRADED FD T
+$582.0K
7,814
减持
IWP
ISHARES TR
+$581.1K
32,231
-3%
增持
MA
MASTERCARD INCORPORATED
+$571.6K
20,901
+3%
增持
MDLZ
MONDELEZ INTL INC
+$551.5K
33,361
+33%
增持
ORCL
ORACLE CORP
+$548.5K
6,928
+0%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$534.2K
31,999
-4%
增持
USIG
ISHARES TR
+$531.3K
317,283
+3%
增持
VDE
VANGUARD WORLD FD
-$521.2K
51,239
+0%
减持
COWZ
PACER FDS TR
-$517.2K
38,137
-20%
建仓
JUNM
FIRST TR EXCHNG TRADED FD VI
+$502.5K
15,098
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$490.1K
3,144
-11%
增持
PEP
PEPSICO INC
-$479.2K
42,297
+5%
增持
SPEM
SPDR INDEX SHS FDS
+$459.0K
73,350
+8%
减持
IVE
ISHARES TR
-$440.5K
147,767
-4%
减持
SPYM
SPDR SERIES TRUST
+$430.7K
77,961
-2%
增持
IJS
ISHARES TR
+$426.3K
29,932
+14%
增持
LMT
LOCKHEED MARTIN CORP
+$425.4K
7,363
+10%
减持
VYMI
VANGUARD WHITEHALL FDS
+$420.0K
77,538
-1%
增持
MUNI
PIMCO ETF TR
+$417.8K
80,984
+12%
减持
BND
VANGUARD BD INDEX FDS
-$398.8K
172,190
-3%
减持
JNJ
JOHNSON & JOHNSON
-$394.4K
19,279
-4%
增持
TJX
TJX COS INC NEW
+$384.8K
85,826
+2%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$380.6K
6
+20%
减持
BINC
BLACKROCK ETF TRUST II
-$369.3K
24,074
-23%
减持
IWM
ISHARES TR
+$362.9K
28,824
-2%
减持
IJR
ISHARES TR
-$342.0K
150,354
-6%
增持
IGRO
ISHARES TR
+$340.7K
36,473
+4%
增持
PG
PROCTER AND GAMBLE CO
-$337.1K
33,504
+1%
减持
MRK
MERCK & CO INC
-$321.1K
21,656
-4%
减持
LLY
ELI LILLY & CO
-$316.3K
6,180
-1%
增持
AJG
GALLAGHER ARTHUR J & CO
-$312.0K
32,419
+5%
清仓
IMCG
ISHARES TR
-$298.8K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$297.1K
45,391
+4%
减持
MCD
MCDONALDS CORP
-$294.0K
12,784
-1%
减持
ESGU
ISHARES TR
+$272.2K
35,685
-5%
减持
TFC
TRUIST FINL CORP
-$271.8K
12,493
-36%
减持
PGR
PROGRESSIVE CORP
-$267.2K
6,345
-8%
增持
SPY
SPDR S&P 500 ETF TR
+$265.3K
3,310
+4%
减持
EFG
ISHARES TR
-$262.2K
40,641
-16%
建仓
RBLX
ROBLOX CORP
+$261.5K
2,486
建仓
PXF
INVESCO EXCH TRADED FD TR II
+$258.3K
4,498
减持
—
ACCENTURE PLC IRELAND
-$258.0K
11,980
-3%
清仓
AMLP
ALPS ETF TR
-$245.1K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC
+$240.6K
550
清仓
ISCF
ISHARES TR
-$235.6K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$234.1K
1,717
减持
VBK
VANGUARD INDEX FDS
+$233.7K
10,987
-2%
建仓
BUFY
FIRST TR EXCHNG TRADED FD VI
+$232.6K
11,031
减持
MTUM
ISHARES TR
+$232.6K
6,203
-0%
清仓
PFE
PFIZER INC
-$226.3K
0
-100%
减持
CHCO
CITY HLDG CO
-$225.9K
13,715
-15%
建仓
DTM
DT MIDSTREAM INC
+$219.5K
1,997
清仓
ED
CONSOLIDATED EDISON INC
-$218.2K
0
-100%
清仓
CLX
CLOROX CO DEL
-$217.6K
0
-100%
减持
—
EXXON MOBIL CORP
-$214.6K
13,911
-3%
建仓
—
ASML HOLDING N V
+$214.2K
267
建仓
GJAN
FIRST TR EXCHNG TRADED FD VI
+$213.2K
5,335
建仓
VRT
VERTIV HOLDINGS CO
+$212.2K
1,653
减持
SPDW
SPDR INDEX SHS FDS
+$210.6K
57,810
-1%
清仓
SLYV
SPDR SER TR
-$210.2K
0
-100%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$210.0K
1,867
增持
IWX
ISHARES TR
+$206.0K
13,809
+19%
增持
VGT
VANGUARD WORLD FD
+$205.1K
1,578
+2%
建仓
SPSM
SPDR SERIES TRUST
+$200.0K
4,695
减持
TSCO
TRACTOR SUPPLY CO
-$199.4K
24,570
-10%
增持
SCHE
SCHWAB STRATEGIC TR
+$170.5K
15,489
+44%
增持
MEAR
ISHARES U S ETF TR
+$170.0K
16,670
+25%
减持
INMU
BLACKROCK ETF TRUST II
-$168.4K
76,608
-8%
减持
SBUX
STARBUCKS CORP
-$166.2K
23,937
-0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$163.4K
6,248
+41%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$160.1K
6,172
+0%
