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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 6
增持 35
减持 83
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
DFAI
DIMENSIONAL ETF TRUST
+$104.3M
3,484,718
+322%
减持
VXUS
VANGUARD STAR FDS
-$63.1M
529,601
-62%
增持
DFAE
DIMENSIONAL ETF TRUST
+$56.7M
2,179,072
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。
+316%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$25.2M
79,826
-69%
减持
IEFA
ISHARES TR
-$23.8M
376,669
-42%
减持
GOVT
ISHARES TR
-$20.7M
489,638
-65%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$18.7M
525,701
-37%
增持
DYNF
BLACKROCK ETF TRUST
+$17.8M
389,812
+386%
减持
IWL
ISHARES TR
-$12.8M
57,791
-55%
减持
IAGG
ISHARES TR
-$12.7M
56,468
-82%
减持
ILCG
ISHARES TR
-$12.5M
270,806
-26%
减持
EMXC
ISHARES INC
-$12.0M
124,353
-58%
减持
XLV
SELECT SECTOR SPDR TR
-$11.3M
54,632
-56%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$11.2M
312,637
减持
XLK
SELECT SECTOR SPDR TR
-$11.0M
91,237
-43%
减持
FNDF
SCHWAB STRATEGIC TR
-$10.4M
198,892
-55%
增持
TLH
ISHARES TR
+$10.4M
131,421
+370%
增持
IVV
ISHARES TR
+$10.2M
167,634
+16%
减持
XLF
SELECT SECTOR SPDR TR
-$10.2M
173,697
-49%
增持
MBB
ISHARES TR
+$9.9M
176,215
+146%
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$9.9M
79,446
+287%
减持
IEMG
ISHARES INC
-$9.1M
186,059
-43%
增持
THRO
BLACKROCK ETF TRUST
+$8.4M
299,739
+380%
增持
IEI
ISHARES TR
+$8.2M
93,105
+294%
增持
IVE
ISHARES TR
+$7.8M
160,281
+30%
增持
SHY
ISHARES TR
+$7.5M
115,955
+373%
减持
IWB
ISHARES TR
-$6.2M
247,303
-2%
减持
MSFT
MICROSOFT CORP
-$6.1M
40,121
-7%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.0M
2,269,756
+6%
减持
GOOGL
ALPHABET INC
-$4.9M
62,754
-15%
减持
IJH
ISHARES TR
-$4.7M
215,447
-26%
减持
INTU
INTUIT
-$4.5M
16,975
-5%
减持
XLE
SELECT SECTOR SPDR TR
-$4.0M
67,068
-63%
减持
AAPL
APPLE INC
-$3.7M
128,088
-4%
增持
USIG
ISHARES TR
+$3.0M
358,233
+21%
减持
SPYM
SPDR SERIES TRUST
-$2.9M
33,163
-51%
增持
AVGO
BROADCOM INC
-$2.8M
80,067
+1%
减持
META
META PLATFORMS INC
-$2.7M
13,559
-14%
减持
IWF
ISHARES TR
-$2.6M
49,314
-1%
减持
PWR
QUANTA SVCS INC
+$2.2M
19,002
-3%
减持
AJG
GALLAGHER ARTHUR J & CO
-$2.1M
28,764
-11%
减持
AYI
ACUITY INC
-$2.1M
25,069
-1%
减持
MA
MASTERCARD INCORPORATED
-$2.1M
19,499
-6%
减持
LLY
ELI LILLY & CO
-$1.8M
6,435
-11%
减持
EFA
ISHARES TR
-$1.6M
52,202
-25%
增持
AGG
ISHARES TR
+$1.5M
620,277
+3%
减持
AMZN
AMAZON COM INC
-$1.5M
47,232
-4%
增持
—
LINDE PLC
+$1.4M
20,012
+1%
减持
JPM
JPMORGAN CHASE & CO
-$1.2M
22,874
-7%
减持
CVX
CHEVRON CORPORATION
+$1.2M
24,531
-3%
减持
CAT
CATERPILLAR INC
+$1.1M
9,613
-3%
增持
GD
GENERAL DYNAMICS CORP
+$1.1M
22,756
+15%
减持
HD
HOME DEPOT INC
-$1.1M
25,950
-7%
减持
VUG
VANGUARD INDEX FDS
-$1.0M
17,813
-1%
减持
V
VISA INC
-$966.8K
5,382
-27%
减持
BINC
BLACKROCK ETF TRUST II
-$926.4K
5,237
-77%
减持
PG
PROCTER & GAMBLE CO
-$886.5K
28,839
-18%
减持
COST
COSTCO WHOLESALE CORPORATION
+$885.8K
15,306
-8%
减持
OEF
ISHARES TR
-$877.7K
27,091
-2%
减持
—
ACCENTURE PLC IRELAND
-$867.0K
10,243
-5%
减持
SPDW
SPDR INDEX SHS FDS
-$866.6K
19,973
-50%
减持
IJR
ISHARES TR
-$826.3K
127,395
-8%
减持
LMT
LOCKHEED MARTIN CORP
+$813.4K
7,426
-2%
减持
IWP
ISHARES TR
-$746.5K
22,435
-15%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$737.9K
70,956
-14%
减持
ABT
ABBOTT LABORATORIES
-$737.5K
19,449
-11%
减持
HUBB
HUBBELL INC
+$723.6K
19,452
-2%
清仓
CTAS
CINTAS CORP
-$715.7K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$715.3K
79,215
+2%
增持
ESGU
ISHARES TR
+$706.6K
39,930
+20%
减持
QQQ
INVESCO QQQ TR
-$637.6K
10,183
-4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$627.7K
11,637
+0%
增持
RL
RALPH LAUREN CORP
+$620.1K
21,390
+12%
减持
GOOG
ALPHABET INC
-$587.1K
3,703
-30%
减持
SPEM
SPDR INDEX SHS FDS
-$572.4K
42,064
-23%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$571.5K
1,641
-31%
清仓
HCA
HCA HEALTHCARE INC
-$559.8K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$511.4K
38,979
+1%
减持
GWW
WW GRAINGER INC
-$507.2K
3,644
-18%
减持
BX
BLACKSTONE INC
-$505.4K
2,013
-58%
清仓
PLD
PROLOGIS INC.
-$480.9K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$478.3K
14,830
+7%
减持
WMT
WALMART INC
-$477.3K
9,432
-36%
减持
ABBV
ABBVIE INC
-$458.0K
23,152
-4%
清仓
—
ASTRAZENECA PLC
-$451.5K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$450.4K
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
+$444.9K
147,118
+0%
减持
EFG
ISHARES TR
-$443.3K
31,010
-9%
清仓
ISRG
INTUITIVE SURGICAL INC
-$442.9K
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$432.9K
1,558
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
-$428.5K
53,040
+2%
减持
DHR
DANAHER CORP DEL
-$424.7K
1,273
-56%
清仓
CINF
CINCINNATI FINL CORP
-$418.6K
0
-100%
减持
XCEM
COLUMBIA ETF TR II
-$402.5K
194,705
-11%
减持
WM
WASTE MGMT INC DEL
+$401.8K
45,191
-1%
减持
XJH
ISHARES TR
-$398.8K
10,298
-47%
清仓
DIS
DISNEY WALT CO
-$395.9K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$388.9K
150,734
-3%
减持
EAGG
ISHARES TR
-$359.5K
53,178
-12%
减持
ORCL
ORACLE CORP
-$355.0K
6,219
-5%
减持
SPMD
SPDR SERIES TRUST
-$354.1K
9,390
-40%
清仓
PAYX
PAYCHEX INC
-$349.9K
0
-100%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$344.3K
4,777
-24%
减持
MRK
MERCK & CO INC
+$335.7K
24,746
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$328.0K
2,046
-21%
清仓
—
SILA REALTY TRUST INC
-$325.9K
0
-100%
清仓
NKE
NIKE INC
-$313.6K
0
-100%
清仓
FISV
FISERV INC
-$313.2K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$312.1K
273,337
-7%
增持
APH
AMPHENOL CORP
+$299.3K
51,304
+12%
增持
BRTR
BLACKROCK ETF TRUST II
+$297.3K
46,762
+16%
减持
SCHG
SCHWAB STRATEGIC TR
-$296.7K
54,115
-6%
减持
VDE
VANGUARD WORLD FD
+$286.9K
7,633
-7%
清仓
—
ASML HOLDING N V
-$284.9K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$276.7K
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
-$268.4K
12,183
-26%
清仓
ADBE
ADOBE INC
-$263.9K
0
-100%
增持
MS
MORGAN STANLEY
-$262.4K
20,495
+0%
建仓
HON
HONEYWELL INTL INC
+$259.3K
1,147
清仓
—
NXP SEMICONDUCTORS N V
-$254.0K
0
-100%
建仓
HSY
HERSHEY CO
+$248.0K
1,193
清仓
EMR
EMERSON ELEC CO
-$243.9K
0
-100%
增持
IAUM
ISHARES GOLD TR
+$238.5K
12,823
+53%
清仓
CGUS
CAPITAL GROUP CORE EQUITY ET
-$235.7K
0
-100%
建仓
INTC
INTEL CORP
+$232.2K
5,262
增持
ECL
ECOLAB INC
+$231.3K
7,139
+12%
减持
IWM
ISHARES TR
-$231.0K
24,216
-4%
增持
WFC
WELLS FARGO & CO
-$230.0K
23,493
+4%
增持
MDLZ
MONDELEZ INTL INC
+$228.0K
35,891
+5%
减持
ESGD
ISHARES TR
-$220.1K
29,461
-8%
减持
JNJ
JOHNSON & JOHNSON
+$219.2K
17,108
-11%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$218.9K
0
-100%
建仓
TGT
TARGET CORP
+$218.5K
1,803
减持
IXUS
ISHARES TR
-$217.5K
199,872
-4%
增持
VOO
VANGUARD INDEX FDS
-$217.1K
15,722
+3%
清仓
PFE
PFIZER INC
-$216.7K
0
-100%
清仓
ZTS
ZOETIS INC
-$213.6K
0
-100%
减持
CSCO
CISCO SYS INC
-$212.9K
4,933
-36%
减持
IGSB
ISHARES TR
-$210.8K
15,761
-20%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$208.7K
0
-100%
清仓
CME
CME GROUP INC
-$207.9K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$202.5K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$202.1K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$201.1K
6,116
+14%
清仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$201.1K
0
-100%
减持
MTUM
ISHARES TR
-$200.3K
4,824
-11%
减持
MCK
MCKESSON CORP
+$200.1K
13,599
-4%
减持
BLK
BLACKROCK INC
-$199.3K
258
-38%
增持
GPN
GLOBAL PMTS INC
+$191.4K
7,223
+90%
减持
MUNI
PIMCO ETF TR
-$186.9K
82,458
-4%