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 |
|---|---|---|---|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC | $1,144.72万 | 0.66% | 124,008 | -573 | -0.5% | -$5.29万 | 减仓 |
| MCK | MCKESSON CORP | $1,176.82万 | 0.68% | 13,599 | -503 | -3.6% | -$43.53万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,212.54万 | 0.70% | 91,237 | -69,726 | -43.3% | -$926.66万 | 减仓 |
| IEMG | ISHARES INC | $1,297.76万 | 0.75% | 186,059 | -142,918 | -43.4% | -$996.85万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,299.58万 | 0.75% | 79,446 | 58,914 | 286.9% | $963.72万 | 加仓 |
| TJX | TJX COS INC NEW | $1,307.03万 | 0.75% | 81,843 | -2,072 | -2.5% | -$33.09万 | 减仓 |
| TLH | ISHARES TR | $1,323.67万 | 0.76% | 131,421 | 103,450 | 369.8% | $1,041.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,348.38万 | 0.78% | 77,315 | -597 | -0.8% | -$10.41万 | 减仓 |
| IJH | ISHARES TR | $1,454.92万 | 0.84% | 215,447 | -76,680 | -26.2% | -$517.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,485.14万 | 0.86% | 40,121 | -3,250 | -7.5% | -$120.30万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,495.26万 | 0.86% | 15,006 | -1,653 | -9.9% | -$164.71万 | 减仓 |
| IJR | ISHARES TR | $1,583.65万 | 0.91% | 127,395 | -11,254 | -8.1% | -$139.90万 | 减仓 |
| MBB | ISHARES TR | $1,673.16万 | 0.96% | 176,215 | 104,475 | 145.6% | $991.99万 | 加仓 |
| IXUS | ISHARES TR | $1,731.69万 | 1.00% | 199,872 | -7,292 | -3.5% | -$63.18万 | 减仓 |
| GOOGL | ALPHABET INC | $1,804.57万 | 1.04% | 62,754 | -10,678 | -14.5% | -$307.06万 | 减仓 |
| USIG | ISHARES TR | $1,835.23万 | 1.06% | 358,233 | 62,264 | 21.0% | $318.98万 | 加仓 |
| IWF | ISHARES TR | $2,102.77万 | 1.21% | 49,314 | -614 | -1.2% | -$26.18万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,267.93万 | 1.31% | 389,812 | 309,597 | 386.0% | $1,801.24万 | 加仓 |
| AVGO | BROADCOM INC | $2,478.15万 | 1.43% | 80,067 | 461 | 0.6% | $14.27万 | 加仓 |
| ILCG | ISHARES TR | $2,585.65万 | 1.49% | 270,806 | -97,443 | -26.5% | -$930.38万 | 减仓 |
| AAPL | APPLE INC | $3,065.48万 | 1.77% | 120,788 | -9,882 | -7.6% | -$250.79万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,368.69万 | 1.94% | 525,701 | -312,835 | -37.3% | -$2,004.65万 | 减仓 |
| IVE | ISHARES TR | $3,384.33万 | 1.95% | 160,281 | 37,359 | 30.4% | $788.83万 | 加仓 |
| IEFA | ISHARES TR | $3,409.99万 | 1.97% | 376,669 | -270,564 | -41.8% | -$2,449.42万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $4,083.75万 | 2.35% | 529,601 | -848,597 | -61.6% | -$6,543.53万 | 减仓 |
| AGG | ISHARES TR | $6,157.49万 | 3.55% | 620,277 | 19,254 | 3.2% | $191.13万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $7,378.34万 | 4.25% | 2,179,072 | 1,655,721 | 316.4% | $5,606.27万 | 加仓 |
| IWB | ISHARES TR | $8,817.84万 | 5.08% | 247,303 | -5,404 | -2.1% | -$192.69万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.04亿 | 5.97% | 2,269,756 | 129,541 | 6.1% | $590.97万 | 加仓 |
| IVV | ISHARES TR | $1.09亿 | 6.31% | 167,634 | 22,656 | 15.6% | $1,479.91万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.36亿 | 7.83% | 3,484,718 | 2,659,836 | 322.5% | $1.04亿 | 加仓 |