McKinley Carter Wealth Services, Inc.
WHEELING WV · SEC CIK 0001484265
$19.40亿2026Q2 申报市值
322持仓数
41.4%前十大占比 · 第一大 7.7%
18 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FBND 加仓+$806.15万
DELL 新建仓+$667.88万
AMD 新建仓+$635.92万
DFAI 加仓+$629.97万
LLY 加仓+$614.22万
2026Q2 卖出最多 按季末市值估算
GOVT 减仓-$916.07万
AYI 减仓-$788.97万
J 减仓-$642.93万
HD 减仓-$620.29万
AJG 减仓-$595.22万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | $1.50亿 | 7.73% | 3,637,438 | 152,720 | 4.4% | $629.97万 | 加仓 |
| IVV | ISHARES TR | $1.29亿 | 6.63% | 171,795 | 4,161 | 2.5% | $311.61万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.11亿 | 5.74% | 2,446,971 | 177,215 | 7.8% | $806.15万 | 加仓 |
| IWB | ISHARES TR | $1.02亿 | 5.26% | 249,432 | 2,129 | 0.9% | $87.18万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $9,246.90万 | 4.77% | 2,299,652 | 120,580 | 5.5% | $484.85万 | 加仓 |
| AGG | ISHARES TR | $6,455.45万 | 3.33% | 652,197 | 31,920 | 5.1% | $315.94万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $4,442.14万 | 2.29% | 519,610 | -9,991 | -1.9% | -$85.41万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,788.85万 | 1.95% | 531,768 | 6,067 | 1.2% | $43.23万 | 加仓 |
| IVE | ISHARES TR | $3,690.89万 | 1.90% | 162,551 | 2,270 | 1.4% | $51.54万 | 加仓 |
| IEFA | ISHARES TR | $3,558.52万 | 1.83% | 368,453 | -8,216 | -2.2% | -$79.35万 | 减仓 |
| AAPL | APPLE INC | $3,480.17万 | 1.79% | 120,271 | -517 | -0.4% | -$14.96万 | 减仓 |
| ILCG | ISHARES TR | $3,267.11万 | 1.68% | 279,192 | 8,386 | 3.1% | $98.13万 | 加仓 |
| AVGO | BROADCOM INC | $2,923.50万 | 1.51% | 77,392 | -2,675 | -3.3% | -$101.05万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,820.25万 | 1.45% | 414,681 | 24,869 | 6.4% | $169.13万 | 加仓 |
| GOOGL | ALPHABET INC | $2,635.46万 | 1.36% | 73,746 | 10,992 | 17.5% | $392.82万 | 加仓 |
| IWF | ISHARES TR | $2,446.31万 | 1.26% | 197,013 | -243 | -0.1% | -$3.02万 | 减仓 |
| USIG | ISHARES TR | $2,047.95万 | 1.06% | 399,288 | 41,055 | 11.5% | $210.57万 | 加仓 |
| MBB | ISHARES TR | $1,973.87万 | 1.02% | 208,830 | 32,615 | 18.5% | $308.28万 | 加仓 |
| IJR | ISHARES TR | $1,889.26万 | 0.97% | 127,386 | -9 | -0.0% | -$1,335 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,888.36万 | 0.97% | 94,375 | 17,060 | 22.1% | $341.36万 | 加仓 |
| IXUS | ISHARES TR | $1,805.02万 | 0.93% | 189,126 | -10,746 | -5.4% | -$102.56万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,711.13万 | 0.88% | 89,814 | -1,423 | -1.6% | -$27.11万 | 减仓 |
| TLH | ISHARES TR | $1,670.57万 | 0.86% | 166,474 | 35,053 | 26.7% | $351.76万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,631.94万 | 0.84% | 85,108 | 5,662 | 7.1% | $108.57万 | 加仓 |
| IJH | ISHARES TR | $1,588.24万 | 0.82% | 205,971 | -9,476 | -4.4% | -$73.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,542.40万 | 0.80% | 41,349 | 1,228 | 3.1% | $45.81万 | 加仓 |
| IEMG | ISHARES INC | $1,508.83万 | 0.78% | 182,138 | -3,921 | -2.1% | -$32.48万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,413.19万 | 0.73% | 15,107 | 101 | 0.7% | $9.45万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,407.80万 | 0.73% | 89,697 | 9,871 | 12.4% | $154.93万 | 加仓 |
| IEI | ISHARES TR | $1,397.98万 | 0.72% | 119,027 | 25,922 | 27.8% | $304.45万 | 加仓 |
| LLY | ELI LILLY & CO | $1,386.04万 | 0.71% | 11,556 | 5,121 | 79.6% | $614.22万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,356.40万 | 0.70% | 314,636 | 14,897 | 5.0% | $64.22万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,338.65万 | 0.69% | 338,555 | 25,918 | 8.3% | $102.48万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,325.75万 | 0.68% | 18,412 | -590 | -3.1% | -$42.48万 | 减仓 |
| SHY | ISHARES TR | $1,276.43万 | 0.66% | 155,453 | 39,498 | 34.1% | $324.32万 | 加仓 |
| EMXC | ISHARES INC | $1,274.32万 | 0.66% | 124,567 | 214 | 0.2% | $2.19万 | 加仓 |
| TJX | TJX COS INC NEW | $1,231.88万 | 0.63% | 81,312 | -531 | -0.6% | -$8.04万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,154.00万 | 0.59% | 125,312 | 1,304 | 1.1% | $12.01万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,144.50万 | 0.59% | 155,905 | 5,171 | 3.4% | $37.96万 | 加仓 |
| AMZN | AMAZON COM INC | $1,122.69万 | 0.58% | 47,105 | -127 | -0.3% | -$3.03万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,083.48万 | 0.56% | 155,004 | 7,886 | 5.4% | $55.12万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,074.29万 | 0.55% | 15,642 | -80 | -0.5% | -$5.49万 | 减仓 |
| CAT | CATERPILLAR INC | $1,067.82万 | 0.55% | 10,027 | 414 | 4.3% | $44.09万 | 加仓 |
| LIN | LINDE PLC | $1,060.39万 | 0.55% | 20,434 | 422 | 2.1% | $21.90万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $1,044.33万 | 0.54% | 197,491 | 2,786 | 1.4% | $14.73万 | 加仓 |
| MCK | MCKESSON CORP | $1,029.81万 | 0.53% | 13,629 | 30 | 0.2% | $2.27万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,022.83万 | 0.53% | 193,864 | -5,028 | -2.5% | -$26.53万 | 减仓 |
| HUBB | HUBBELL INC | $1,021.29万 | 0.53% | 19,520 | 68 | 0.3% | $3.56万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,020.41万 | 0.53% | 45,783 | 592 | 1.3% | $13.19万 | 加仓 |
| IWL | ISHARES TR | $984.80万 | 0.51% | 53,247 | -4,544 | -7.9% | -$84.04万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $983.89万 | 0.51% | 19,157 | -342 | -1.8% | -$17.56万 | 减仓 |
| OEF | ISHARES TR | $957.84万 | 0.49% | 26,180 | -911 | -3.4% | -$33.33万 | 减仓 |
| APH | AMPHENOL CORP | $954.45万 | 0.49% | 54,132 | 2,828 | 5.5% | $49.86万 | 加仓 |
| CACI | CACI INTL INC | $931.80万 | 0.48% | 20,114 | 413 | 2.1% | $19.13万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $905.79万 | 0.47% | 105,153 | -1,725 | -1.6% | -$14.86万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $890.13万 | 0.46% | 166,038 | -7,659 | -4.4% | -$41.06万 | 减仓 |
| RL | RALPH LAUREN CORP | $889.20万 | 0.46% | 22,152 | 762 | 3.6% | $30.59万 | 加仓 |
| AIQ | GLOBAL X FDS | $835.82万 | 0.43% | 127,392 | 345 | 0.3% | $2.26万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $791.94万 | 0.41% | 49,914 | -4,718 | -8.6% | -$74.86万 | 减仓 |
| META | META PLATFORMS INC | $768.06万 | 0.40% | 13,635 | 76 | 0.6% | $4.28万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $764.21万 | 0.39% | 77,821 | 2,672 | 3.6% | $26.24万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $762.72万 | 0.39% | 23,301 | 427 | 1.9% | $13.98万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $750.61万 | 0.39% | 21,189 | -1,567 | -6.9% | -$55.51万 | 减仓 |
| QQQ | INVESCO QQQ TR | $739.44万 | 0.38% | 10,041 | -142 | -1.4% | -$10.46万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $738.08万 | 0.38% | 266,455 | -6,882 | -2.5% | -$19.06万 | 减仓 |
| IWM | ISHARES TR | $718.15万 | 0.37% | 23,903 | -313 | -1.3% | -$9.40万 | 减仓 |
| ISCG | ISHARES TR | $704.17万 | 0.36% | 107,441 | 1,964 | 1.9% | $12.87万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $667.88万 | 0.34% | 15,480 | 15,480 | — | $667.88万 | 新建仓 |
| ESGU | ISHARES TR | $667.42万 | 0.34% | 40,778 | 848 | 2.1% | $13.88万 | 加仓 |
| NFLX | NETFLIX INC. | $657.43万 | 0.34% | 92,076 | 842 | 0.9% | $6.01万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $635.92万 | 0.33% | 10,947 | 10,947 | — | $635.92万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $608.47万 | 0.31% | 20,074 | -510 | -2.5% | -$15.46万 | 减仓 |
| C | CITIGROUP INC | $602.39万 | 0.31% | 43,040 | 43,040 | — | $602.39万 | 新建仓 |
| ABBV | ABBVIE INC | $594.45万 | 0.31% | 23,623 | 471 | 2.0% | $11.85万 | 加仓 |
| PEP | PEPSICO INC | $560.14万 | 0.29% | 41,369 | 537 | 1.3% | $7.27万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $540.63万 | 0.28% | 64,553 | -6,403 | -9.0% | -$53.62万 | 减仓 |
| EFA | ISHARES TR | $511.90万 | 0.26% | 49,278 | -2,924 | -5.6% | -$30.37万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $511.37万 | 0.26% | 35,362 | -35 | -0.1% | -$5,061 | 减仓 |
| GWW | WW GRAINGER INC | $494.88万 | 0.26% | 3,638 | -6 | -0.2% | -$8,162 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $438.63万 | 0.23% | 17,271 | 163 | 1.0% | $4.14万 | 加仓 |
| IWD | ISHARES TR | $433.88万 | 0.22% | 17,897 | -61 | -0.3% | -$1.48万 | 减仓 |
| TXN | TEXAS INSTRS INC | $428.84万 | 0.22% | 14,387 | -443 | -3.0% | -$13.20万 | 减仓 |
| MUNI | PIMCO ETF TR | $428.12万 | 0.22% | 81,392 | -1,066 | -1.3% | -$5.61万 | 减仓 |
| MS | MORGAN STANLEY | $423.43万 | 0.22% | 20,256 | -239 | -1.2% | -$5.00万 | 减仓 |
| CVX | CHEVRON CORPORATION | $421.95万 | 0.22% | 25,456 | 925 | 3.8% | $15.33万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $417.56万 | 0.22% | 28,475 | -364 | -1.3% | -$5.34万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $390.72万 | 0.20% | 7,669 | 243 | 3.3% | $12.38万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $382.23万 | 0.20% | 10,452 | -36 | -0.3% | -$1.32万 | 减仓 |
| EFG | ISHARES TR | $371.86万 | 0.19% | 29,888 | -1,122 | -3.6% | -$13.96万 | 减仓 |
| IGRO | ISHARES TR | $368.01万 | 0.19% | 41,852 | 3,275 | 8.5% | $28.80万 | 加仓 |
| IJS | ISHARES TR | $366.28万 | 0.19% | 26,798 | -203 | -0.8% | -$2.77万 | 减仓 |
| MINT | PIMCO ETF TR | $353.89万 | 0.18% | 35,105 | 35,105 | — | $353.89万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $351.35万 | 0.18% | 40,031 | 1,052 | 2.7% | $9.23万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $345.85万 | 0.18% | 142,620 | 2,351 | 1.7% | $5.70万 | 加仓 |
| MCD | MCDONALDS CORP | $345.36万 | 0.18% | 12,776 | 125 | 1.0% | $3.38万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $341.70万 | 0.18% | 64,338 | -2,730 | -4.1% | -$14.50万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $339.54万 | 0.18% | 58,051 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $323.18万 | 0.17% | 14,657 | -41 | -0.3% | -$9,040 | 减仓 |
| MRK | MERCK & CO INC | $320.91万 | 0.17% | 24,973 | 227 | 0.9% | $2.92万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $318.07万 | 0.16% | 13,090 | -27 | -0.2% | -$6,561 | 减仓 |