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
SCHE SCHWAB STRATEGIC TR $55.52万0.03%15,311 7,805104.0% $28.30万 加仓
BUFD FIRST TR EXCHNG TRADED FD VI $55.64万0.03%18,720 00.0% — 不变
RSPG INVESCO EXCHANGE TRADED FD T $55.78万0.03%5,694 -167-2.8% -$1.64万 减仓
IDHQ INVESCO EXCH TRADED FD TR II $56.25万0.03%12,870 6,20093.0% $27.10万 加仓
DTE DTE ENERGY CO $56.64万0.03%3,717 00.0% — 不变
FDN FIRST TR EXCHANGE-TRADED FD $58.40万0.03%2,206 00.0% — 不变
XT ISHARES TR $58.43万0.03%7,071 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $58.47万0.03%1,558 00.0% — 不变
XLI SELECT SECTOR SPDR TR $58.92万0.03%3,181 381.2% $7,039 加仓
SPMD SPDR SERIES TRUST $59.09万0.03%8,746 -644-6.9% -$4.35万 减仓
SPYG SPDR SERIES TRUST $60.17万0.03%5,056 20.0% $238 加仓
IBM INTERNATIONAL BUSINESS MACHS $61.29万0.03%2,179 -59-2.6% -$1.66万 减仓
FJAN FIRST TR EXCHNG TRADED FD VI $61.40万0.03%11,145 00.0% — 不变
CSCO CISCO SYS INC $64.50万0.03%5,491 55811.3% $6.55万 加仓
AJG GALLAGHER ARTHUR J & CO $65.18万0.03%2,839 -25,925-90.1% -$595.22万 减仓
FJUL FIRST TR EXCHNG TRADED FD VI $67.19万0.03%11,284 -1,472-11.5% -$8.76万 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $67.44万0.03%11,059 00.0% — 不变
RTX RTX CORPORATION $69.59万0.04%3,668 -77-2.1% -$1.46万 减仓
PYLD PIMCO ETF TR $69.63万0.04%26,256 5952.3% $1.58万 加仓
IAUM ISHARES GOLD TRUST MICRO $70.54万0.04%17,630 4,80737.5% $19.23万 加仓
CSX CSX CORP $71.03万0.04%14,943 00.0% — 不变
SOXX ISHARES TR $71.38万0.04%1,114 -150-11.9% -$9.61万 减仓
SCHX SCHWAB STRATEGIC TR $71.45万0.04%24,276 -462-1.9% -$1.36万 减仓
ISTB ISHARES TR $71.88万0.04%14,898 -342-2.2% -$1.65万 减仓
INTU INTUIT $72.16万0.04%2,765 -14,210-83.7% -$370.86万 减仓
IWN ISHARES TR $72.18万0.04%3,263 -118-3.5% -$2.61万 减仓
VWO VANGUARD INTL EQUITY INDEX F $73.08万0.04%12,243 -747-5.8% -$4.46万 减仓
UFO PROCURE ETF TRUST II $74.30万0.04%14,663 14,663— $74.30万 新建仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.04%1 00.0% — 不变
MVBF MVB FINL CORP $75.07万0.04%25,877 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $75.31万0.04%1,502 -139-8.5% -$6.97万 减仓
XAR SPDR SERIES TRUST $76.59万0.04%2,699 00.0% — 不变
IGSB ISHARES TR $78.12万0.04%14,905 -856-5.4% -$4.49万 减仓
GLD SPDR GOLD TR $78.13万0.04%2,121 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $78.28万0.04%5,722 93019.4% $12.72万 加仓
— INVESCO EXCHANGE TRADED FD T $80.14万0.04%20,739 00.0% — 不变
DSEP FIRST TR EXCHNG TRADED FD VI $80.33万0.04%16,934 00.0% — 不变
ARKX ARK ETF TR $81.43万0.04%23,866 23,866— $81.43万 新建仓
VLUE ISHARES TR $82.08万0.04%4,108 00.0% — 不变
PKG PACKAGING CORP AMER $82.75万0.04%3,473 -2-0.1% -$477 减仓
IVOO VANGUARD ADMIRAL FDS INC $84.13万0.04%6,452 00.0% — 不变
USHY ISHARES TR $84.26万0.04%22,762 -313-1.4% -$1.16万 减仓
FAUG FIRST TR EXCHNG TRADED FD VI $84.97万0.04%15,038 00.0% — 不变
EEM ISHARES TR $86.76万0.04%12,683 00.0% — 不变
KO COCA COLA CO $87.66万0.05%10,787 -323-2.9% -$2.62万 减仓
KXI ISHARES TR $87.78万0.05%12,998 -854-6.2% -$5.77万 减仓
SPDW SPDR INDEX SHS FDS $91.74万0.05%18,206 -1,767-8.8% -$8.90万 减仓
INTC INTEL CORP $92.74万0.05%6,642 1,38026.2% $19.27万 加仓
ORCL ORACLE CORP $93.65万0.05%6,390 1712.7% $2.51万 加仓
KLAC KLA CORP $94.13万0.05%3,120 00.0% — 不变
XLP SELECT SECTOR SPDR TR $96.99万0.05%11,676 -1,474-11.2% -$12.24万 减仓
TSLA TESLA INC $98.17万0.05%2,334 -9-0.4% -$3,785 减仓
NSC NORFOLK SOUTHN CORP $101.12万0.05%3,214 2,001165.0% $62.96万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $103.68万0.05%2,072 261.3% $1.30万 加仓
HIMU BLACKROCK ETF TRUST II $104.65万0.05%21,014 8364.1% $4.16万 加仓
WMT WALMART INC $108.45万0.06%9,575 1431.5% $1.62万 加仓
IWX ISHARES TR $108.63万0.06%10,330 -260-2.5% -$2.73万 减仓
IAGG ISHARES TR $109.06万0.06%21,553 -34,915-61.8% -$176.67万 减仓
VONV VANGUARD SCOTTSDALE FDS $109.72万0.06%10,321 7,500265.9% $79.73万 加仓
IVW ISHARES TR $110.12万0.06%8,007 1241.6% $1.71万 加仓
CMCSA COMCAST CORP NEW $110.54万0.06%45,025 -1,227-2.7% -$3.01万 减仓
FAPR FIRST TR EXCHNG TRADED FD VI $112.98万0.06%24,172 00.0% — 不变
DOCT FIRST TR EXCHNG TRADED FD VI $113.97万0.06%24,416 00.0% — 不变
BUFY FIRST TR EXCHNG TRADED FD VI $114.58万0.06%48,951 -181-0.4% -$4,237 减仓
DNOV FIRST TR EXCHNG TRADED FD VI $115.72万0.06%22,535 00.0% — 不变
MEAR ISHARES U S ETF TR $116.37万0.06%23,098 4872.2% $2.45万 加仓
FBT FIRST TR EXCHANGE-TRADED FD $118.32万0.06%4,773 -4-0.1% -$992 减仓
VDC VANGUARD WORLD FD $122.24万0.06%5,421 00.0% — 不变
TMUS T-MOBILE US INC $124.01万0.06%7,393 -1,828-19.8% -$30.66万 减仓
GOOG ALPHABET INC $126.60万0.07%3,583 -120-3.2% -$4.24万 减仓
ACN ACCENTURE PLC IRELAND $127.07万0.07%10,211 -32-0.3% -$3,982 减仓
ESGE ISHARES INC $132.14万0.07%24,162 4191.8% $2.29万 加仓
FMAY FIRST TR EXCHNG TRADED FD VI $134.44万0.07%23,921 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $137.64万0.07%53,040 00.0% — 不变
VIGI VANGUARD WHITEHALL FDS $140.17万0.07%15,011 -222-1.5% -$2.07万 减仓
UBSI UNITED BANKSHARES INC WEST V $144.69万0.07%31,572 5721.8% $2.62万 加仓
FSEP FIRST TR EXCHNG TRADED FD VI $145.44万0.07%26,406 00.0% — 不变
— EXXON MOBIL CORP $145.48万0.07%10,641 2,32828.0% $31.83万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $146.15万0.08%32,107 00.0% — 不变
PGR PROGRESSIVE CORP $148.02万0.08%6,776 70.1% $1,529 加仓
PPA INVESCO EXCHANGE TRADED FD T $149.65万0.08%8,472 4,819131.9% $85.12万 加仓
VGT VANGUARD WORLD FD $151.13万0.08%12,645 450.4% $5,378 加仓
IJT ISHARES TR $154.22万0.08%8,635 -35-0.4% -$6,251 减仓
AYI ACUITY INC $155.30万0.08%4,123 -20,946-83.6% -$788.97万 减仓
QQQJ INVESCO EXCH TRADED FD TR II $155.64万0.08%34,251 6,77624.7% $30.79万 加仓
ABT ABBOTT LABORATORIES $157.19万0.08%17,323 -2,126-10.9% -$19.29万 减仓
FMAR FIRST TR EXCHNG TRADED FD VI $157.99万0.08%30,231 7042.4% $3.68万 加仓
VTI VANGUARD INDEX FDS $162.42万0.08%4,389 -96-2.1% -$3.55万 减仓
FJUN FIRST TR EXCHNG TRADED FD VI $162.48万0.08%27,103 5071.9% $3.04万 加仓
MTUM ISHARES TR $163.12万0.08%4,758 -66-1.4% -$2.26万 减仓
VO VANGUARD INDEX FDS $164.41万0.08%20,406 -458-2.2% -$3.69万 减仓
FVD FIRST TR EXCHANGE-TRADED FD $166.08万0.09%34,470 00.0% — 不变
FOCT FIRST TR EXCHNG TRADED FD VI $167.93万0.09%32,116 -100-0.3% -$5,229 减仓
RSP INVESCO EXCHANGE TRADED FD T $168.00万0.09%7,896 -48-0.6% -$1.02万 减仓
QTEC FIRST TR EXCHANGE-TRADED FD $168.28万0.09%5,028 -106-2.1% -$3.55万 减仓
MDLZ MONDELEZ INTL INC $170.88万0.09%29,544 -6,347-17.7% -$36.71万 减仓
DEM WISDOMTREE TR $173.51万0.09%32,257 1,5134.9% $8.14万 加仓
V VISA INC $181.47万0.09%5,289 -93-1.7% -$3.19万 减仓
J JACOBS SOLUTIONS INC $183.44万0.09%14,559 -51,028-77.8% -$642.93万 减仓
SCHG SCHWAB STRATEGIC TR $189.40万0.10%55,969 1,8543.4% $6.27万 加仓