13F 机构持仓

McKinley Carter Wealth Services, Inc.

WHEELING WV · SEC CIK 0001484265

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$19.40亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFAI 7.7%
IVV 6.6%
FBND 5.7%
IWB 5.3%
DFAE 4.8%
AGG 3.3%
VXUS 2.3%
VEA 2.0%
IVE 1.9%
IEFA 1.8%

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
ICE INTERCONTINENTAL EXCHANGE IN $00.00%0 -31,210-100.0% -$490.87万 清仓
SGOV ISHARES TR $00.00%0 -2,870-100.0% -$28.89万 清仓
— HONEYWELL INTL INC $00.00%0 -1,147-100.0% -$25.93万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -1,708-100.0% -$24.98万 清仓
HSY HERSHEY CO $00.00%0 -1,193-100.0% -$24.80万 清仓
BABA ALIBABA GROUP HLDG LTD $00.00%0 -1,811-100.0% -$22.72万 清仓
— INSPIREMD INC $7,0010.00%10,000 00.0% — 不变
— SONOMA PHARMACEUTICALS INC $1.38万0.00%11,193 00.0% — 不变
— NERVGEN PHARMA CORP $6.73万0.00%32,653 1,7615.7% $3,628 加仓
AXP AMERICAN EXPRESS CO $20.30万0.01%600 600— $20.30万 新建仓
ETN EATON CORP PLC $20.37万0.01%478 478— $20.37万 新建仓
ISCF ISHARES TR $20.57万0.01%4,753 4,753— $20.57万 新建仓
ISRG INTUITIVE SURGICAL INC $20.60万0.01%518 -264-33.8% -$10.50万 重新持有
SLYV SPDR SERIES TRUST $20.95万0.01%1,920 1,920— $20.95万 新建仓
SWK STANLEY BLACK & DECKER INC $21.00万0.01%2,231 2,231— $21.00万 新建仓
VMBS VANGUARD SCOTTSDALE FDS $21.14万0.01%4,517 4,517— $21.14万 新建仓
DHR DANAHER CORP DEL $21.16万0.01%1,111 -162-12.7% -$3.09万 减仓
VYM VANGUARD WHITEHALL FDS $21.35万0.01%1,351 -116-7.9% -$1.83万 减仓
VGLT VANGUARD SCOTTSDALE FDS $21.60万0.01%3,914 -9-0.2% -$497 重新持有
IPKW INVESCO EXCH TRADED FD TR II $21.84万0.01%3,877 00.0% — 不变
ADI ANALOG DEVICES INC $22.00万0.01%554 554— $22.00万 新建仓
ASML ASML HLDG NV $22.53万0.01%113 -153-57.5% -$30.51万 重新持有
BUFQ FIRST TR EXCHNG TRADED FD VI $23.18万0.01%5,903 -850-12.6% -$3.34万 减仓
VCSH VANGUARD SCOTTSDALE FDS $23.22万0.01%2,938 -33-1.1% -$2,608 减仓
TGT TARGET CORP $23.55万0.01%1,803 00.0% — 不变
SUSA ISHARES TR $24.30万0.01%1,575 00.0% — 不变
BX BLACKSTONE INC $24.39万0.01%2,073 603.0% $7,059 加仓
BLK BLACKROCK INC $24.62万0.01%256 -2-0.8% -$1,923 减仓
AOM ISHARES TR $24.64万0.01%4,938 -75-1.5% -$3,742 减仓
GPN GLOBAL PMTS INC 看跌期权 $24.67万0.01%3,400 00.0% — 不变
BNL BROADSTONE NET LEASE INC $25.08万0.01%12,133 00.0% — 不变
VTC VANGUARD SCOTTSDALE FDS $25.21万0.01%3,282 35912.3% $2.76万 加仓
TSCO TRACTOR SUPPLY CO $25.35万0.01%8,020 -4,163-34.2% -$13.16万 减仓
FCF FIRST COMWLTH FINL CORP PA $25.41万0.01%12,500 00.0% — 不变
EZM WISDOMTREE TR $25.84万0.01%3,410 00.0% — 不变
VV VANGUARD INDEX FDS $26.02万0.01%757 -25-3.2% -$8,592 减仓
CVS CVS HEALTH CORP $26.21万0.01%2,534 -18-0.7% -$1,862 重新持有
CL COLGATE PALMOLIVE CO $26.41万0.01%2,880 00.0% — 不变
VDE VANGUARD WORLD FD $26.85万0.01%1,788 -5,845-76.6% -$87.77万 减仓
AMGN AMGEN INC $27.00万0.01%746 -5-0.7% -$1,809 减仓
BINC BLACKROCK ETF TRUST II $27.06万0.01%5,170 -67-1.3% -$3,507 减仓
GUNR FLEXSHARES TR $27.09万0.01%5,498 00.0% — 不变
DTM DT MIDSTREAM INC $27.12万0.01%1,848 00.0% — 不变
NOBL PROSHARES TR $27.52万0.01%4,901 -1-0.0% -$56 减仓
GPN GLOBAL PMTS INC $27.55万0.01%3,797 -26-0.7% -$1,887 减仓
COST COSTCO WHOLESALE CORPORATION 看跌期权 $28.06万0.01%300 00.0% — 不变
ITOT ISHARES TR $28.11万0.01%1,711 00.0% — 不变
DAUG FIRST TR EXCHNG TRADED FD VI $28.48万0.01%6,080 00.0% — 不变
DVY ISHARES TR $28.68万0.01%1,835 00.0% — 不变
VO VANGUARD INDEX FDS 看跌期权 $29.01万0.01%3,600 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $29.35万0.02%4,977 -1,124-18.4% -$6.63万 减仓
SPMO INVESCO EXCH TRADED FD TR II $30.16万0.02%1,867 00.0% — 不变
USMV ISHARES TR $30.22万0.02%3,133 -893-22.2% -$8.61万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $30.33万0.02%3,367 -366-9.8% -$3.30万 减仓
LNT ALLIANT ENERGY CORP $30.67万0.02%4,020 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $31.33万0.02%754 -113-13.0% -$4.70万 减仓
VIG VANGUARD SPECIALIZED FUNDS $32.30万0.02%1,365 1068.4% $2.51万 重新持有
PXF INVESCO EXCH TRADED FD TR II $32.31万0.02%4,272 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $32.73万0.02%7,730 7,730— $32.73万 新建仓
SUB ISHARES TR $34.29万0.02%3,221 -134-4.0% -$1.43万 减仓
VFH VANGUARD WORLD FD $34.61万0.02%2,630 -79-2.9% -$1.04万 减仓
SHW SHERWIN WILLIAMS CO $34.67万0.02%1,007 -45-4.3% -$1.55万 减仓
ROBO EXCHANGE TRADED CONCEPTS TRU $34.70万0.02%4,051 4,051— $34.70万 新建仓
— WISDOMTREE TR $35.25万0.02%2,688 00.0% — 不变
SDY SPDR SERIES TRUST $35.70万0.02%2,346 1205.4% $1.83万 加仓
TRV TRAVELERS COMPANIES INC $35.79万0.02%1,084 00.0% — 不变
IOO ISHARES TR $36.23万0.02%2,652 00.0% — 不变
IDA IDACORP INC $36.28万0.02%2,398 10.0% $151 加仓
ESML ISHARES TR $36.61万0.02%6,545 1402.2% $7,830 加仓
TT TRANE TECHNOLOGIES PLC $36.89万0.02%751 10.1% $491 加仓
NI NISOURCE INC $37.75万0.02%7,938 200.3% $951 加仓
NVDA NVIDIA CORPORATION 看跌期权 $38.02万0.02%1,900 00.0% — 不变
SPTM SPDR SERIES TRUST $38.06万0.02%4,192 00.0% — 不变
HEFA ISHARES TR $38.41万0.02%8,186 -541-6.2% -$2.54万 减仓
ANGL VANECK ETF TRUST $39.05万0.02%13,355 -221-1.6% -$6,462 减仓
GILD GILEAD SCIENCES INC $39.17万0.02%3,100 00.0% — 不变
PM PHILIP MORRIS INTL INC $39.67万0.02%2,193 65442.5% $11.83万 加仓
JQUA J P MORGAN EXCHANGE TRADED F $39.75万0.02%5,500 5,500— $39.75万 新建仓
IWY ISHARES TR $40.11万0.02%1,380 -347-20.1% -$10.08万 减仓
PDBC INVESCO ACTVELY MNGD ETC FD $40.44万0.02%25,467 13,454112.0% $21.37万 加仓
DFEB FIRST TR EXCHNG TRADED FD VI $40.63万0.02%8,047 00.0% — 不变
IXN ISHARES TR $40.96万0.02%2,835 00.0% — 不变
T AT&T INC $41.32万0.02%19,962 2,84316.6% $5.88万 加仓
TFC TRUIST FINL CORP $41.71万0.02%8,375 1091.3% $5,429 加仓
GJUL FIRST TR EXCHNG TRADED FD VI $42.89万0.02%9,861 1,79922.3% $7.82万 加仓
IWS ISHARES TR $43.06万0.02%2,616 00.0% — 不变
SO SOUTHERN CO $43.64万0.02%4,560 00.0% — 不变
DKS DICKS SPORTING GOODS INC $45.41万0.02%2,002 20.1% $454 加仓
DDEC FIRST TR EXCHNG TRADED FD VI $46.43万0.02%9,800 00.0% — 不变
VRT VERTIV HOLDINGS CO $47.84万0.02%1,429 00.0% — 不变
DUK DUKE ENERGY CORP NEW $48.45万0.02%3,827 3339.5% $4.22万 加仓
GJAN FIRST TR EXCHNG TRADED FD VI $49.17万0.03%10,921 3062.9% $1.38万 加仓
F FORD MTR CO $49.25万0.03%35,432 35,432— $49.25万 新建仓
DMAR FIRST TR EXCHNG TRADED FD VI $51.44万0.03%11,500 -7,230-38.6% -$32.34万 减仓
— FIRST TR EXCHNG TRADED FD VI $52.98万0.03%15,098 00.0% — 不变
CTVA CORTEVA INC $53.99万0.03%6,375 -292-4.4% -$2.47万 减仓
MUB ISHARES TR $54.58万0.03%5,071 10.0% $108 加仓
XJH ISHARES TR $54.89万0.03%10,526 2282.2% $1.19万 加仓
VONE VANGUARD SCOTTSDALE FDS $55.21万0.03%1,630 1,630— $55.21万 新建仓
EXR EXTRA SPACE STORAGE INC $55.48万0.03%3,818 10.0% $145 加仓