McKinley Carter Wealth Services, Inc.
WHEELING WV · SEC CIK 0001484265
$17.35亿2026Q1 申报市值
305持仓数
41.2%前十大占比 · 第一大 7.8%
6 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFAI 加仓+$1.04亿
DFAE 加仓+$5,606.27万
DYNF 加仓+$1,801.24万
IVV 加仓+$1,479.91万
DFLV 新建仓+$1,116.43万
2026Q1 卖出最多 按季末市值估算
VXUS 减仓-$6,543.53万
IEFA 减仓-$2,449.42万
VT 减仓-$2,445.88万
GOVT 减仓-$2,055.89万
VEA 减仓-$2,004.65万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | $42.97万 | 0.02% | 1,727 | -28 | -1.6% | -$6,968 | 减仓 |
| GILD | GILEAD SCIENCES INC | $43.20万 | 0.02% | 3,100 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $43.29万 | 0.02% | 1,558 | 1,558 | — | $43.29万 | 新建仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $43.39万 | 0.03% | 9,800 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $44.01万 | 0.03% | 4,560 | -16 | -0.3% | -$1,544 | 减仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $44.49万 | 0.03% | 10,615 | 2,335 | 28.2% | $9.79万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $45.75万 | 0.03% | 3,494 | -1,500 | -30.0% | -$19.64万 | 减仓 |
| KLAC | KLA CORP | $45.94万 | 0.03% | 312 | 1 | 0.3% | $1,472 | 加仓 |
| XJH | ISHARES TR | $46.72万 | 0.03% | 10,298 | -9,097 | -46.9% | -$41.27万 | 减仓 |
| XT | ISHARES TR | $48.19万 | 0.03% | 7,071 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $49.49万 | 0.03% | 5,054 | 242 | 5.0% | $2.37万 | 加仓 |
| T | AT&T INC | $49.63万 | 0.03% | 17,119 | -2,394 | -12.3% | -$6.94万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $50.05万 | 0.03% | 3,817 | 7 | 0.2% | $918 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $50.83万 | 0.03% | 3,143 | 559 | 21.6% | $9.04万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $51.63万 | 0.03% | 2,206 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $51.79万 | 0.03% | 15,098 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $52.42万 | 0.03% | 18,720 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $53.82万 | 0.03% | 5,070 | -388 | -7.1% | -$4.12万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.26万 | 0.03% | 2,238 | -187 | -7.7% | -$4.53万 | 减仓 |
| DTE | DTE ENERGY CO | $54.35万 | 0.03% | 3,717 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $55.19万 | 0.03% | 12,183 | -4,219 | -25.7% | -$19.11万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $55.61万 | 0.03% | 9,390 | -6,327 | -40.3% | -$37.47万 | 减仓 |
| CTVA | CORTEVA INC | $55.81万 | 0.03% | 6,667 | 240 | 3.7% | $2.01万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $56.18万 | 0.03% | 11,145 | 3,237 | 40.9% | $16.32万 | 加仓 |
| VLUE | ISHARES TR | $58.41万 | 0.03% | 4,108 | -17 | -0.4% | -$2,417 | 减仓 |
| IAUM | ISHARES GOLD TR | $59.88万 | 0.03% | 12,823 | 4,442 | 53.0% | $20.74万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $60.54万 | 0.03% | 3,653 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $61.34万 | 0.04% | 14,943 | -378 | -2.5% | -$1.55万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $61.76万 | 0.04% | 11,059 | 514 | 4.9% | $2.87万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $62.82万 | 0.04% | 4,792 | -1,457 | -23.3% | -$19.10万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $63.43万 | 0.04% | 24,738 | 13 | 0.1% | $333 | 加仓 |
| IWN | ISHARES TR | $64.10万 | 0.04% | 3,381 | -19 | -0.6% | -$3,602 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $64.16万 | 0.04% | 5,861 | -181 | -3.0% | -$1.98万 | 减仓 |
| MVBF | MVB FINL CORP | $64.25万 | 0.04% | 25,877 | -4,002 | -13.4% | -$9.94万 | 减仓 |
| PYLD | PIMCO ETF TR | $67.23万 | 0.04% | 25,661 | 7,284 | 39.6% | $19.08万 | 加仓 |
| XAR | SPDR SERIES TRUST | $68.55万 | 0.04% | 2,699 | 0 | 0.0% | — | 不变 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $69.80万 | 0.04% | 12,756 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $70.21万 | 0.04% | 12,990 | -350 | -2.6% | -$1.89万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.04% | 1 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $72.03万 | 0.04% | 12,683 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $72.24万 | 0.04% | 3,745 | 298 | 8.6% | $5.75万 | 加仓 |
| PKG | PACKAGING CORP AMER | $73.75万 | 0.04% | 3,475 | 2 | 0.1% | $424 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $73.76万 | 0.04% | 6,452 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $73.85万 | 0.04% | 15,240 | -3,736 | -19.7% | -$18.10万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $74.44万 | 0.04% | 16,934 | 0 | 0.0% | — | 不变 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $77.87万 | 0.04% | 15,038 | 0 | 0.0% | — | 不变 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $79.42万 | 0.05% | 18,730 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $80.19万 | 0.05% | 20,739 | -585 | -2.7% | -$2.26万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $80.66万 | 0.05% | 1,641 | -737 | -31.0% | -$36.23万 | 减仓 |
| IGSB | ISHARES TR | $82.84万 | 0.05% | 15,761 | -3,891 | -19.8% | -$20.45万 | 减仓 |
| KO | COCA COLA CO | $84.49万 | 0.05% | 11,110 | 657 | 6.3% | $5.00万 | 加仓 |
| USHY | ISHARES TR | $85.01万 | 0.05% | 23,075 | -1,985 | -7.9% | -$7.31万 | 减仓 |
| TSLA | TESLA INC | $87.10万 | 0.05% | 2,343 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $89.16万 | 0.05% | 7,883 | 1 | 0.0% | $113 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $91.18万 | 0.05% | 19,973 | -20,072 | -50.1% | -$91.63万 | 减仓 |
| GLD | SPDR GOLD TR | $91.26万 | 0.05% | 2,121 | 195 | 10.1% | $8.39万 | 加仓 |
| ORCL | ORACLE CORP | $91.49万 | 0.05% | 6,219 | -297 | -4.6% | -$4.37万 | 减仓 |
| KXI | ISHARES TR | $92.82万 | 0.05% | 13,852 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $95.93万 | 0.06% | 4,777 | -1,535 | -24.3% | -$30.83万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $96.82万 | 0.06% | 20,178 | -1,634 | -7.5% | -$7.84万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $98.04万 | 0.06% | 2,046 | -557 | -21.4% | -$26.69万 | 减仓 |
| IWX | ISHARES TR | $98.14万 | 0.06% | 10,590 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $99.49万 | 0.06% | 27,475 | -3,109 | -10.2% | -$11.26万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $106.03万 | 0.06% | 24,416 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $106.22万 | 0.06% | 3,703 | -1,553 | -29.5% | -$44.55万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $107.80万 | 0.06% | 13,150 | -2,159 | -14.1% | -$17.70万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $107.95万 | 0.06% | 22,535 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $107.96万 | 0.06% | 23,743 | -2,717 | -10.3% | -$12.35万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $108.55万 | 0.06% | 24,172 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $109.87万 | 0.06% | 1,575 | 82 | 5.5% | $5.72万 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $109.96万 | 0.06% | 49,132 | 7,243 | 17.3% | $16.21万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $110.88万 | 0.06% | 5,134 | -33 | -0.6% | -$7,127 | 减仓 |
| MEAR | ISHARES U S ETF TR | $113.82万 | 0.07% | 22,611 | 1,076 | 5.0% | $5.42万 | 加仓 |
| MTUM | ISHARES TR | $115.78万 | 0.07% | 4,824 | -602 | -11.1% | -$14.45万 | 减仓 |
| WMT | WALMART INC | $117.22万 | 0.07% | 9,432 | -5,374 | -36.3% | -$66.79万 | 减仓 |
| VDC | VANGUARD WORLD FD | $121.75万 | 0.07% | 5,421 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $125.46万 | 0.07% | 8,670 | -285 | -3.2% | -$4.12万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $126.30万 | 0.07% | 23,921 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $128.40万 | 0.07% | 31,000 | 27 | 0.1% | $1,118 | 加仓 |
| VDE | VANGUARD WORLD FD | $132.08万 | 0.08% | 7,633 | -577 | -7.0% | -$9.98万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $132.79万 | 0.08% | 46,252 | 6,073 | 15.1% | $17.44万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $132.90万 | 0.08% | 26,406 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $134.19万 | 0.08% | 6,769 | 412 | 6.5% | $8.17万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $134.75万 | 0.08% | 15,233 | -80 | -0.5% | -$7,077 | 减仓 |
| — | EXXON MOBIL CORP | $141.04万 | 0.08% | 8,313 | -2,341 | -22.0% | -$39.72万 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $143.18万 | 0.08% | 29,527 | 2,800 | 10.5% | $13.58万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $143.88万 | 0.08% | 4,485 | -350 | -7.2% | -$11.23万 | 减仓 |
| VO | VANGUARD INDEX FDS | $149.79万 | 0.09% | 5,216 | -143 | -2.7% | -$4.11万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $150.28万 | 0.09% | 26,596 | -461 | -1.7% | -$2.60万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $152.46万 | 0.09% | 7,944 | -59 | -0.7% | -$1.13万 | 减仓 |
| DEM | WISDOMTREE TR | $152.77万 | 0.09% | 30,744 | -47 | -0.2% | -$2,335 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $153.61万 | 0.09% | 32,216 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $155.09万 | 0.09% | 4,942 | -24 | -0.5% | -$7,531 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $157.64万 | 0.09% | 54,115 | -3,305 | -5.8% | -$9.63万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $159.07万 | 0.09% | 53,040 | 906 | 1.7% | $2.72万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $162.11万 | 0.09% | 34,470 | -562 | -1.6% | -$2.64万 | 减仓 |
| V | VISA INC | $162.67万 | 0.09% | 5,382 | -2,013 | -27.2% | -$60.84万 | 减仓 |
| CHCO | CITY HLDG CO | $164.66万 | 0.09% | 13,777 | 21 | 0.2% | $2,510 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $165.04万 | 0.10% | 7,931 | -225 | -2.8% | -$4.68万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $169.40万 | 0.10% | 32,107 | 0 | 0.0% | — | 不变 |