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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 15
增持 51
减持 80
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
IWL
ISHARES TR
-$9.2M
135,879
-34%
增持
IVV
ISHARES TR
+$8.7M
167,297
+1%
增持
VXUS
VANGUARD STAR FDS
+$8.2M
1,720,748
+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。
建仓
PWR
QUANTA SVCS INC
+$7.7M
18,603
减持
IWB
ISHARES TR
+$7.4M
302,543
-0%
减持
GWW
GRAINGER W W INC
-$7.0M
4,486
-59%
建仓
ISCG
ISHARES TR
+$6.8M
125,508
减持
AAPL
APPLE INC
+$6.5M
145,208
-2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$6.3M
2,113,419
+6%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.3M
1,724
-91%
减持
GOOGL
ALPHABET INC
+$5.1M
78,994
-2%
建仓
APH
AMPHENOL CORP NEW
+$5.0M
40,350
增持
VT
VANGUARD INTL EQUITY INDEX F
+$3.7M
322,162
+2%
减持
FISV
FISERV INC
-$3.5M
47,102
-15%
减持
AVGO
BROADCOM INC
+$3.1M
85,444
-6%
减持
IEFA
ISHARES TR
+$3.1M
851,775
-0%
增持
IEMG
ISHARES INC
+$2.9M
432,804
+2%
增持
VOO
VANGUARD INDEX FDS
+$2.9M
14,804
+36%
减持
XLK
SELECT SECTOR SPDR TR
+$2.2M
96,423
-2%
减持
NVDA
NVIDIA CORPORATION
+$2.1M
79,203
-1%
减持
IWF
ISHARES TR
+$2.1M
52,552
-1%
减持
INTU
INTUIT
-$2.1M
18,515
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$2.0M
126,027
-2%
减持
TJX
TJX COS INC NEW
+$1.8M
85,550
-0%
增持
IJH
ISHARES TR
+$1.7M
365,568
+3%
减持
NFLX
NETFLIX INC
-$1.7M
9,499
-3%
增持
IJR
ISHARES TR
+$1.7M
152,880
+2%
减持
ILCG
ISHARES TR
+$1.7M
444,445
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
977,845
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$1.6M
152,156
+5%
增持
INMU
BLACKROCK ETF TRUST II
+$1.4M
131,890
+72%
增持
GOVT
ISHARES TR
+$1.4M
1,975,529
+2%
减持
COST
COSTCO WHSL CORP NEW
-$1.3M
17,349
-1%
减持
EMXC
ISHARES INC
+$1.2M
383,799
-2%
增持
USIG
ISHARES TR
+$1.2M
335,876
+6%
减持
FNDF
SCHWAB STRATEGIC TR
+$1.2M
571,703
-2%
减持
IXUS
ISHARES TR
+$1.2M
221,778
-0%
减持
J
JACOBS SOLUTIONS INC
+$1.1M
63,583
-1%
减持
ABBV
ABBVIE INC
+$1.1M
24,033
-0%
增持
AGG
ISHARES TR
+$1.1M
647,528
+1%
减持
HD
HOME DEPOT INC
+$1.0M
28,690
-1%
减持
AYI
ACUITY INC
+$997.2K
25,551
-2%
增持
ECL
ECOLAB INC
+$918.2K
5,364
+162%
增持
IAGG
ISHARES TR
+$869.9K
465,235
+4%
减持
—
ACCENTURE PLC IRELAND
-$831.0K
11,151
-7%
增持
DFAT
DIMENSIONAL ETF TRUST
+$828.9K
171,949
+1%
减持
OEF
ISHARES TR
+$826.3K
31,563
-1%
减持
CAT
CATERPILLAR INC
+$796.4K
10,055
-2%
建仓
RL
RALPH LAUREN CORP
+$790.5K
2,521
增持
VDE
VANGUARD WORLD FD
+$769.7K
54,611
+7%
减持
VUG
VANGUARD INDEX FDS
+$725.3K
18,475
-0%
减持
IWM
ISHARES TR
+$705.8K
28,623
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$699.6K
26,926
+0%
减持
IVE
ISHARES TR
+$692.1K
143,183
-3%
增持
XLE
SELECT SECTOR SPDR TR
+$636.3K
113,589
+1%
增持
QQQ
INVESCO QQQ TR
+$629.3K
10,887
+2%
增持
GD
GENERAL DYNAMICS CORP
+$617.3K
8,235
+10%
减持
JNJ
JOHNSON & JOHNSON
+$585.6K
19,041
-1%
减持
ADBE
ADOBE INC
-$568.0K
14,677
-1%
减持
MUB
ISHARES TR
-$567.3K
5,728
-49%
减持
MSFT
MICROSOFT CORP
+$565.0K
46,107
-2%
减持
BNY
BANK NEW YORK MELLON CORP
+$545.9K
35,758
-3%
增持
LOW
LOWES COS INC
+$535.1K
14,282
+4%
增持
CACI
CACI INTL INC
+$527.6K
20,958
+1%
增持
PG
PROCTER AND GAMBLE CO
+$525.4K
38,160
+14%
增持
BUFY
FIRST TR EXCHNG TRADED FD VI
+$513.4K
34,331
+211%
增持
ORCL
ORACLE CORP
+$494.4K
7,143
+3%
增持
NEE
NEXTERA ENERGY INC
+$478.5K
37,535
+11%
增持
HUBB
HUBBELL INC
+$477.3K
19,929
+1%
增持
GOOG
ALPHABET INC
+$452.8K
5,780
+7%
减持
TXN
TEXAS INSTRS INC
-$423.2K
13,883
-3%
减持
MCK
MCKESSON CORP
+$413.5K
14,335
-1%
增持
HIMU
BLACKROCK ETF TRUST II
+$401.7K
21,559
+59%
减持
XCEM
COLUMBIA ETF TR II
+$395.8K
230,443
-1%
增持
CVX
CHEVRON CORP NEW
+$388.4K
24,644
+3%
减持
WM
WASTE MGMT INC DEL
-$374.8K
45,336
-0%
减持
ESGU
ISHARES TR
+$357.1K
35,613
-0%
增持
TSLA
TESLA INC
+$356.4K
2,445
+6%
减持
AJG
GALLAGHER ARTHUR J & CO
-$349.4K
32,377
-0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$322.6K
31,506
+16%
减持
VB
VANGUARD INDEX FDS
+$318.0K
21,993
-1%
减持
MS
MORGAN STANLEY
+$316.0K
20,646
-2%
减持
PEP
PEPSICO INC
+$315.7K
42,015
-1%
减持
SPYM
SPDR SERIES TRUST
+$312.9K
76,333
-2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$309.0K
89,786
-1%
减持
VYMI
VANGUARD WHITEHALL FDS
+$305.2K
76,957
-1%
增持
MEAR
ISHARES U S ETF TR
+$301.1K
22,553
+35%
增持
ITW
ILLINOIS TOOL WKS INC
+$299.0K
8,660
+9%
增持
LMT
LOCKHEED MARTIN CORP
+$298.0K
7,428
+1%
增持
ES
EVERSOURCE ENERGY
+$295.3K
33,034
+2%
建仓
SGOV
ISHARES TR
+$283.6K
2,816
减持
ACWI
ISHARES TR
+$283.1K
30,023
-0%
减持
SCHF
SCHWAB STRATEGIC TR
+$282.6K
344,193
-2%
建仓
PFE
PFIZER INC
+$254.4K
9,983
增持
MRK
MERCK & CO INC
+$243.3K
23,325
+8%
建仓
EMR
EMERSON ELEC CO
+$241.1K
1,838
减持
EFA
ISHARES TR
+$238.2K
73,960
-1%
清仓
APD
AIR PRODS & CHEMS INC
-$236.5K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
+$232.3K
414,427
-2%
减持
SUB
ISHARES TR
-$230.7K
3,768
-37%
清仓
VTEB
VANGUARD MUN BD FDS
-$228.7K
0
-100%
清仓
HSY
HERSHEY CO
-$221.5K
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$217.4K
63,684
+0%
建仓
SUSA
ISHARES TR
+$213.3K
1,572
建仓
IAUM
ISHARES GOLD TR
+$211.9K
5,503
减持
EFG
ISHARES TR
-$209.4K
38,131
-6%
减持
VBK
VANGUARD INDEX FDS
+$209.1K
10,926
-1%
建仓
VTC
VANGUARD SCOTTSDALE FDS
+$208.6K
2,661
建仓
INTC
INTEL CORP
+$207.2K
6,177
清仓
TGT
TARGET CORP
-$206.4K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$206.3K
44,994
-1%
减持
SPEM
SPDR INDEX SHS FDS
+$206.3K
71,379
-3%
建仓
IPKW
INVESCO EXCH TRADED FD TR II
+$204.3K
3,877
建仓
DRI
DARDEN RESTAURANTS INC
+$203.3K
1,068
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$202.1K
3,109
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$200.1K
7,004
+13%
减持
IWP
ISHARES TR
-$196.2K
30,010
-7%
减持
ISTB
ISHARES TR
-$193.0K
26,064
-14%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$188.3K
11,402
-1%
减持
MDLZ
MONDELEZ INTL INC
-$188.1K
33,005
-1%
减持
XLP
SELECT SECTOR SPDR TR
-$186.4K
16,955
-9%
减持
IJS
ISHARES TR
+$185.7K
28,607
-4%
增持
IGRO
ISHARES TR
+$180.6K
38,382
+5%
增持
QUAL
ISHARES TR
+$179.6K
14,597
+0%
增持
PNC
PNC FINL SVCS GROUP INC
+$176.2K
8,945
+3%
减持
SCHG
SCHWAB STRATEGIC TR
+$175.3K
79,831
-2%
增持
META
META PLATFORMS INC
+$174.4K
15,621
+2%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$167.8K
32,107
+0%
增持
SBUX
STARBUCKS CORP
-$162.6K
24,004
+0%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$161.3K
12,012
减持
LLY
ELI LILLY & CO
-$155.5K
6,110
-1%
减持
IJT
ISHARES TR
-$146.7K
9,270
-15%
增持
GLD
SPDR GOLD TR
+$143.6K
2,251
+5%
减持
MCD
MCDONALDS CORP
+$143.6K
12,764
-0%
增持
MUNI
PIMCO ETF TR
+$142.2K
82,278
+2%
减持
IWO
ISHARES TR
+$141.5K
5,128
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$133.1K
3,270
-1%
减持
ESGD
ISHARES TR
+$128.8K
34,956
-0%
减持
PGR
PROGRESSIVE CORP
-$128.6K
6,335
-0%
减持
SCHX
SCHWAB STRATEGIC TR
-$124.0K
34,586
-18%
增持
BABA
ALIBABA GROUP HLDG LTD
+$123.9K
1,828
+2%
减持
DGRO
ISHARES TR
+$122.7K
29,902
-0%
减持
ESGE
ISHARES INC
+$119.2K
29,025
-0%
减持
IWD
ISHARES TR
+$117.9K
19,705
-2%
减持
BINC
BLACKROCK ETF TRUST II
-$117.9K
21,680
-10%
减持
QQQJ
INVESCO EXCH TRADED FD TR II
+$117.7K
31,065
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$115.4K
2,866
-9%
增持
TMUS
T-MOBILE US INC
+$108.2K
8,312
+5%
减持
VTI
VANGUARD INDEX FDS
+$106.8K
5,137
-1%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$106.3K
12,756
+12%
