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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $1,413.19万 | 0.73% | 15,107 | 101 | 0.7% | $9.45万 | 加仓 |
| IEMG | ISHARES INC | $1,508.83万 | 0.78% | 182,138 | -3,921 | -2.1% | -$32.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,542.40万 | 0.80% | 41,349 | 1,228 | 3.1% | $45.81万 | 加仓 |
| IJH | ISHARES TR | $1,588.24万 | 0.82% | 205,971 | -9,476 | -4.4% | -$73.07万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,631.94万 | 0.84% | 85,108 | 5,662 | 7.1% | $108.57万 | 加仓 |
| TLH | ISHARES TR | $1,670.57万 | 0.86% | 166,474 | 35,053 | 26.7% | $351.76万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,711.13万 | 0.88% | 89,814 | -1,423 | -1.6% | -$27.11万 | 减仓 |
| IXUS | ISHARES TR | $1,805.02万 | 0.93% | 189,126 | -10,746 | -5.4% | -$102.56万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,888.36万 | 0.97% | 94,375 | 17,060 | 22.1% | $341.36万 | 加仓 |
| IJR | ISHARES TR | $1,889.26万 | 0.97% | 127,386 | -9 | -0.0% | -$1,335 | 减仓 |
| MBB | ISHARES TR | $1,973.87万 | 1.02% | 208,830 | 32,615 | 18.5% | $308.28万 | 加仓 |
| USIG | ISHARES TR | $2,047.95万 | 1.06% | 399,288 | 41,055 | 11.5% | $210.57万 | 加仓 |
| IWF | ISHARES TR | $2,446.31万 | 1.26% | 197,013 | -243 | -0.1% | -$3.02万 | 减仓 |
| GOOGL | ALPHABET INC | $2,635.46万 | 1.36% | 73,746 | 10,992 | 17.5% | $392.82万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,820.25万 | 1.45% | 414,681 | 24,869 | 6.4% | $169.13万 | 加仓 |
| AVGO | BROADCOM INC | $2,923.50万 | 1.51% | 77,392 | -2,675 | -3.3% | -$101.05万 | 减仓 |
| ILCG | ISHARES TR | $3,267.11万 | 1.68% | 279,192 | 8,386 | 3.1% | $98.13万 | 加仓 |
| AAPL | APPLE INC | $3,480.17万 | 1.79% | 120,271 | -517 | -0.4% | -$14.96万 | 减仓 |
| IEFA | ISHARES TR | $3,558.52万 | 1.83% | 368,453 | -8,216 | -2.2% | -$79.35万 | 减仓 |
| IVE | ISHARES TR | $3,690.89万 | 1.90% | 162,551 | 2,270 | 1.4% | $51.54万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,788.85万 | 1.95% | 531,768 | 6,067 | 1.2% | $43.23万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $4,442.14万 | 2.29% | 519,610 | -9,991 | -1.9% | -$85.41万 | 减仓 |
| AGG | ISHARES TR | $6,455.45万 | 3.33% | 652,197 | 31,920 | 5.1% | $315.94万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $9,246.90万 | 4.77% | 2,299,652 | 120,580 | 5.5% | $484.85万 | 加仓 |
| IWB | ISHARES TR | $1.02亿 | 5.26% | 249,432 | 2,129 | 0.9% | $87.18万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.11亿 | 5.74% | 2,446,971 | 177,215 | 7.8% | $806.15万 | 加仓 |
| IVV | ISHARES TR | $1.29亿 | 6.63% | 171,795 | 4,161 | 2.5% | $311.61万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.50亿 | 7.73% | 3,637,438 | 152,720 | 4.4% | $629.97万 | 加仓 |