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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 29
减持 92
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
DFAI
DIMENSIONAL ETF TRUST
+$31.4M
824,882
减持
VXUS
VANGUARD STAR FDS
-$22.4M
1,378,198
-20%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$17.0M
523,351
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
IEFA
ISHARES TR
-$16.5M
647,233
-24%
减持
IWB
ISHARES TR
-$16.2M
252,707
-16%
减持
GOVT
ISHARES TR
-$13.7M
1,387,013
-30%
减持
IVV
ISHARES TR
-$12.7M
144,978
-13%
减持
IAGG
ISHARES TR
-$8.3M
310,310
-33%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$8.2M
256,654
-20%
减持
ILCG
ISHARES TR
-$8.0M
368,249
-17%
减持
IEMG
ISHARES INC
-$6.4M
328,977
-24%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$6.2M
838,536
-14%
建仓
AIQ
GLOBAL X FDS
+$6.0M
118,077
增持
RL
RALPH LAUREN CORP
+$5.9M
19,054
+656%
减持
VDE
VANGUARD WORLD FD
-$5.8M
8,210
-85%
减持
FISV
FISERV INC
-$5.8M
4,663
-90%
减持
ADBE
ADOBE INC
-$4.9M
754
-95%
减持
AGG
ISHARES TR
-$4.9M
601,023
-7%
建仓
DYNF
BLACKROCK ETF TRUST
+$4.9M
80,215
减持
IJH
ISHARES TR
-$4.6M
292,127
-20%
减持
FNDF
SCHWAB STRATEGIC TR
-$4.4M
445,359
-22%
减持
EMXC
ISHARES INC
-$4.2M
299,207
-22%
增持
XLK
SELECT SECTOR SPDR TR
-$4.0M
160,963
+67%
增持
GD
GENERAL DYNAMICS CORP
+$3.9M
19,856
+141%
减持
GOOGL
ALPHABET INC
+$3.8M
73,432
-7%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$3.8M
1
-83%
减持
XLF
SELECT SECTOR SPDR TR
-$3.6M
342,459
-17%
减持
IVE
ISHARES TR
-$3.5M
122,922
-14%
增持
LLY
ELI LILLY & CO
+$3.1M
7,206
+18%
减持
MSFT
MICROSOFT CORP
-$2.9M
43,371
-6%
建仓
TLH
ISHARES TR
+$2.8M
27,971
建仓
IEI
ISHARES TR
+$2.8M
23,651
增持
NFLX
NETFLIX INC
-$2.5M
95,276
+903%
建仓
THRO
BLACKROCK ETF TRUST
+$2.4M
62,415
减持
ORLY
OREILLY AUTOMOTIVE INC
-$2.2M
124,581
-1%
减持
USIG
ISHARES TR
-$2.2M
295,969
-12%
增持
MBB
ISHARES TR
+$2.1M
71,740
+45%
增持
XLE
SELECT SECTOR SPDR TR
-$2.1M
180,363
+59%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$2.1M
20,532
+193%
减持
HD
HOME DEPOT INC
-$2.0M
27,860
-3%
建仓
SHY
ISHARES TR
+$2.0M
24,494
减持
XLV
SELECT SECTOR SPDR TR
-$1.9M
124,830
-18%
减持
COST
COSTCO WHSL CORP NEW
-$1.7M
16,659
-4%
减持
AJG
GALLAGHER ARTHUR J & CO
-$1.7M
32,335
-0%
减持
IJR
ISHARES TR
-$1.5M
138,649
-9%
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.3M
146,836
-15%
增持
APH
AMPHENOL CORP NEW
+$1.2M
45,752
+13%
减持
BND
VANGUARD BD INDEX FDS
-$1.1M
155,108
-9%
增持
META
META PLATFORMS INC
-$1.1M
15,771
+1%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$1.0M
52,134
+172%
增持
J
JACOBS SOLUTIONS INC
-$1.0M
64,048
+1%
减持
OEF
ISHARES TR
-$1.0M
27,684
-12%
减持
IWF
ISHARES TR
-$984.9K
49,928
-5%
减持
SCHF
SCHWAB STRATEGIC TR
-$935.6K
294,393
-14%
减持
ISCG
ISHARES TR
-$902.2K
106,635
-15%
减持
CAT
CATERPILLAR INC
+$878.9K
9,909
-1%
增持
—
LINDE PLC
-$876.8K
19,873
+1%
减持
PG
PROCTER AND GAMBLE CO
-$811.2K
35,253
-8%
增持
FBND
FIDELITY MERRIMACK STR TR
+$811.0K
2,140,215
+1%
减持
AAPL
APPLE INC
-$797.9K
133,070
-8%
减持
SPEM
SPDR INDEX SHS FDS
-$795.6K
54,382
-24%
减持
INTU
INTUIT
-$783.7K
17,905
-3%
减持
IXUS
ISHARES TR
-$780.1K
207,164
-7%
减持
ORCL
ORACLE CORP
-$739.1K
6,516
-9%
减持
IWM
ISHARES TR
-$689.2K
25,335
-11%
增持
MRK
MERCK & CO INC
+$683.4K
25,091
+8%
减持
SCHG
SCHWAB STRATEGIC TR
-$674.4K
57,420
-28%
减持
IWP
ISHARES TR
-$652.8K
26,441
-12%
减持
SPDW
SPDR INDEX SHS FDS
-$650.5K
40,045
-29%
减持
AVGO
BROADCOM INC
-$637.3K
79,606
-7%
减持
TSCO
TRACTOR SUPPLY CO
-$562.5K
16,402
-33%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$552.5K
29,363
-7%
增持
VOO
VANGUARD INDEX FDS
+$546.2K
15,327
+4%
增持
PWR
QUANTA SVCS INC
+$540.5K
19,547
+5%
减持
JPM
JPMORGAN CHASE & CO.
-$533.6K
24,703
-8%
减持
TJX
TJX COS INC NEW
+$524.7K
83,915
-2%
减持
SPYM
SPDR SERIES TRUST
-$519.8K
68,064
-11%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$517.5K
0
-100%
减持
IWL
ISHARES TR
-$513.7K
129,261
-5%
减持
MCK
MCKESSON CORP
+$493.7K
14,102
-2%
建仓
PYLD
PIMCO ETF TR
+$490.3K
18,377
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$478.0K
0
-100%
减持
IGSB
ISHARES TR
-$459.1K
19,652
-30%
减持
EFG
ISHARES TR
-$445.5K
34,207
-10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$441.5K
2,425
+147%
增持
JNJ
JOHNSON & JOHNSON
+$432.1K
19,147
+1%
减持
CACI
CACI INTL INC
+$404.7K
20,379
-3%
减持
VO
VANGUARD INDEX FDS
-$392.8K
5,359
-19%
减持
VYMI
VANGUARD WHITEHALL FDS
+$382.4K
76,656
-0%
减持
AYI
ACUITY INC
+$361.3K
25,444
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$354.5K
11,632
+2%
减持
MS
MORGAN STANLEY
+$353.3K
20,476
-1%
清仓
RBLX
ROBLOX CORP
-$351.8K
0
-100%
减持
ISTB
ISHARES TR
-$347.9K
18,976
-27%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$341.3K
82,473
-8%
减持
IWR
ISHARES TR
-$322.9K
30,453
-10%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$319.4K
7,727
建仓
SDY
SPDR SERIES TRUST
+$309.7K
2,226
减持
GPN
GLOBAL PMTS INC
-$303.8K
3,808
-47%
减持
AMZN
AMAZON COM INC
+$300.1K
49,281
-2%
清仓
STXG
EA SERIES TRUST
-$292.4K
0
-100%
减持
ACWI
ISHARES TR
-$287.7K
27,300
-9%
增持
WFC
WELLS FARGO CO NEW
+$285.6K
22,535
+4%
增持
NEE
NEXTERA ENERGY INC
+$275.4K
38,726
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$274.9K
1,259
-51%
清仓
KMB
KIMBERLY-CLARK CORP
-$268.8K
0
-100%
减持
VDC
VANGUARD WORLD FD
-$265.5K
5,421
-18%
建仓
VYM
VANGUARD WHITEHALL FDS
+$262.2K
1,827
增持
PEP
PEPSICO INC
+$254.2K
42,885
+2%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$252.7K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$247.3K
77,912
-2%
减持
HUBB
HUBBELL INC
+$246.6K
19,865
-0%
减持
SCHX
SCHWAB STRATEGIC TR
-$245.6K
24,725
-29%
减持
ESGU
ISHARES TR
-$244.9K
33,161
-7%
减持
GOOG
ALPHABET INC
+$241.6K
5,256
-9%
清仓
ROP
ROPER TECHNOLOGIES INC
-$239.9K
0
-100%
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$237.9K
6,639
减持
SPMD
SPDR SERIES TRUST
-$237.4K
15,717
-22%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$235.7K
5,860
增持
TMUS
T-MOBILE US INC
-$235.5K
8,640
+4%
清仓
STXV
EA SERIES TRUST
-$234.4K
0
-100%
减持
IWX
ISHARES TR
-$231.5K
10,590
-23%
减持
ABT
ABBOTT LABS
-$225.1K
21,824
-1%
减持
SCHE
SCHWAB STRATEGIC TR
-$221.8K
8,576
-43%
增持
MDLZ
MONDELEZ INTL INC
-$221.0K
34,196
+4%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$218.9K
3,923
减持
EFA
ISHARES TR
-$216.2K
69,660
-6%
减持
BNY
BANK NEW YORK MELLON CORP
+$216.2K
35,424
-1%
清仓
SPSM
SPDR SERIES TRUST
-$216.0K
0
-100%
减持
KXI
ISHARES TR
-$213.0K
13,852
-20%
减持
ESGD
ISHARES TR
-$213.0K
31,940
-9%
减持
CMCSA
COMCAST CORP NEW
-$212.8K
40,179
-11%
增持
EAGG
ISHARES TR
+$209.3K
60,357
+8%
减持
UNH
UNITEDHEALTH GROUP INC
-$208.9K
1,171
-32%
减持
—
EXXON MOBIL CORP
-$208.0K
10,654
-19%
清仓
INTC
INTEL CORP
-$207.2K
0
-100%
减持
GWW
WW GRAINGER INC
+$206.6K
4,442
-1%
清仓
DRI
DARDEN RESTAURANTS INC
-$203.3K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$202.5K
2,552
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$202.1K
0
-100%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$201.1K
5,803
增持
ECL
ECOLAB INC
+$198.9K
6,353
+18%
减持
DIS
DISNEY WALT CO
-$195.1K
3,480
-33%
增持
MUNI
PIMCO ETF TR
+$188.8K
85,677
+4%
增持
BUFY
FIRST TR EXCHNG TRADED FD VI
+$185.6K
41,889
+22%
减持
TFC
TRUIST FINL CORP
-$167.1K
8,247
-34%
减持
MTUM
ISHARES TR
-$166.5K
5,426
-9%
减持
QUAL
ISHARES TR
-$163.3K
13,472
-8%
减持
TXN
TEXAS INSTRS INC
-$149.9K
13,838
-0%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$149.3K
3,853
-36%