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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $63.43万 | 0.04% | 24,738 | 13 | 0.1% | $333 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $62.82万 | 0.04% | 4,792 | -1,457 | -23.3% | -$19.10万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $61.76万 | 0.04% | 11,059 | 514 | 4.9% | $2.87万 | 加仓 |
| CSX | CSX CORP | $61.34万 | 0.04% | 14,943 | -378 | -2.5% | -$1.55万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $60.54万 | 0.03% | 3,653 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TR | $59.88万 | 0.03% | 12,823 | 4,442 | 53.0% | $20.74万 | 加仓 |
| VLUE | ISHARES TR | $58.41万 | 0.03% | 4,108 | -17 | -0.4% | -$2,417 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $56.18万 | 0.03% | 11,145 | 3,237 | 40.9% | $16.32万 | 加仓 |
| CTVA | CORTEVA INC | $55.81万 | 0.03% | 6,667 | 240 | 3.7% | $2.01万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $55.61万 | 0.03% | 9,390 | -6,327 | -40.3% | -$37.47万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $55.19万 | 0.03% | 12,183 | -4,219 | -25.7% | -$19.11万 | 减仓 |
| DTE | DTE ENERGY CO | $54.35万 | 0.03% | 3,717 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.26万 | 0.03% | 2,238 | -187 | -7.7% | -$4.53万 | 减仓 |
| MUB | ISHARES TR | $53.82万 | 0.03% | 5,070 | -388 | -7.1% | -$4.12万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $52.42万 | 0.03% | 18,720 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $51.79万 | 0.03% | 15,098 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $51.63万 | 0.03% | 2,206 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $50.83万 | 0.03% | 3,143 | 559 | 21.6% | $9.04万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $50.05万 | 0.03% | 3,817 | 7 | 0.2% | $918 | 加仓 |
| T | AT&T INC | $49.63万 | 0.03% | 17,119 | -2,394 | -12.3% | -$6.94万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $49.49万 | 0.03% | 5,054 | 242 | 5.0% | $2.37万 | 加仓 |
| XT | ISHARES TR | $48.19万 | 0.03% | 7,071 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $46.72万 | 0.03% | 10,298 | -9,097 | -46.9% | -$41.27万 | 减仓 |
| KLAC | KLA CORP | $45.94万 | 0.03% | 312 | 1 | 0.3% | $1,472 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $45.75万 | 0.03% | 3,494 | -1,500 | -30.0% | -$19.64万 | 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 |
| SO | SOUTHERN CO | $44.01万 | 0.03% | 4,560 | -16 | -0.3% | -$1,544 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $43.39万 | 0.03% | 9,800 | 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 |
| GILD | GILEAD SCIENCES INC | $43.20万 | 0.02% | 3,100 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $42.97万 | 0.02% | 1,727 | -28 | -1.6% | -$6,968 | 减仓 |
| SOXX | ISHARES TR | $41.53万 | 0.02% | 1,264 | 1 | 0.1% | $329 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $39.66万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $38.99万 | 0.02% | 13,576 | -963 | -6.6% | -$2.77万 | 减仓 |
| CSCO | CISCO SYS INC | $38.27万 | 0.02% | 4,933 | -2,799 | -36.2% | -$21.72万 | 减仓 |
| IWS | ISHARES TR | $38.13万 | 0.02% | 2,616 | -53 | -2.0% | -$7,725 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $38.12万 | 0.02% | 8,047 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $37.98万 | 0.02% | 8,266 | 19 | 0.2% | $873 | 加仓 |
| USMV | ISHARES TR | $37.33万 | 0.02% | 4,026 | 4 | 0.1% | $371 | 加仓 |
| HEFA | ISHARES TR | $37.09万 | 0.02% | 8,727 | -21 | -0.2% | -$892 | 减仓 |
| NI | NISOURCE INC | $36.95万 | 0.02% | 7,918 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $36.33万 | 0.02% | 6,101 | 30 | 0.5% | $1,787 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $35.81万 | 0.02% | 1,429 | 4 | 0.3% | $1,002 | 加仓 |
| SUB | ISHARES TR | $35.73万 | 0.02% | 3,355 | -332 | -9.0% | -$3.54万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $34.83万 | 0.02% | 1,213 | 92 | 8.2% | $2.64万 | 加仓 |
| IDA | IDACORP INC | $34.27万 | 0.02% | 2,397 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $33.72万 | 0.02% | 1,052 | -75 | -6.7% | -$2.40万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $33.14万 | 0.02% | 4,192 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $33.14万 | 0.02% | 1,900 | 0 | 0.0% | — | 重新持有 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $32.87万 | 0.02% | 8,062 | 335 | 4.3% | $1.37万 | 加仓 |
| VFH | VANGUARD WORLD FD | $32.72万 | 0.02% | 2,709 | 3 | 0.1% | $362 | 加仓 |
| SDY | SPDR SERIES TRUST | $32.49万 | 0.02% | 2,226 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $32.08万 | 0.02% | 2,652 | -62 | -2.3% | -$7,500 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $31.63万 | 0.02% | 1,084 | -309 | -22.2% | -$9.02万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $31.26万 | 0.02% | 750 | 200 | 36.4% | $8.33万 | 加仓 |
| — | WISDOMTREE TR | $31.10万 | 0.02% | 2,688 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $30.33万 | 0.02% | 5,498 | -87 | -1.6% | -$4,799 | 减仓 |
| ESML | ISHARES TR | $30.12万 | 0.02% | 6,405 | -2,270 | -26.2% | -$10.67万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION 看跌期权 | $29.89万 | 0.02% | 300 | 0 | 0.0% | — | 重新持有 |
| PXF | INVESCO EXCH TRADED FD TR II | $29.86万 | 0.02% | 4,272 | -226 | -5.0% | -$1.58万 | 减仓 |
| SGOV | ISHARES TR | $28.89万 | 0.02% | 2,870 | 16 | 0.6% | $1,611 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $28.85万 | 0.02% | 4,020 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $28.34万 | 0.02% | 2,835 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $28.07万 | 0.02% | 3,733 | -120 | -3.1% | -$9,022 | 减仓 |
| DVY | ISHARES TR | $27.78万 | 0.02% | 1,835 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $27.20万 | 0.02% | 5,237 | -17,472 | -76.9% | -$90.73万 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $26.48万 | 0.02% | 6,080 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $26.44万 | 0.02% | 2,821 | 1 | 0.0% | $94 | 加仓 |
| AMGN | AMGEN INC | $26.41万 | 0.02% | 751 | -560 | -42.7% | -$19.69万 | 减仓 |
| NOBL | PROSHARES TR | $25.98万 | 0.01% | 2,451 | -1,144 | -31.8% | -$12.13万 | 减仓 |
| — | HONEYWELL INTL INC | $25.93万 | 0.01% | 1,147 | 1,147 | — | $25.93万 | 新建仓 |
| VO | VANGUARD INDEX FDS 看跌期权 | $25.85万 | 0.01% | 900 | 0 | 0.0% | — | 重新持有 |
| GPN | GLOBAL PMTS INC | $25.73万 | 0.01% | 3,823 | 15 | 0.4% | $1,010 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $25.45万 | 0.01% | 1,539 | -513 | -25.0% | -$8.48万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.98万 | 0.01% | 1,708 | -18 | -1.0% | -$2,633 | 减仓 |
| DTM | DT MIDSTREAM INC | $24.89万 | 0.01% | 1,848 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $24.81万 | 0.01% | 258 | -160 | -38.3% | -$15.39万 | 减仓 |
| HSY | HERSHEY CO | $24.80万 | 0.01% | 1,193 | 1,193 | — | $24.80万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $24.73万 | 0.01% | 7,506 | -1,070 | -12.5% | -$3.53万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $24.55万 | 0.01% | 2,880 | -1,803 | -38.5% | -$15.37万 | 减仓 |
| ITOT | ISHARES TR | $24.37万 | 0.01% | 1,711 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $24.13万 | 0.01% | 1,273 | -1,636 | -56.2% | -$31.01万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $23.85万 | 0.01% | 6,753 | 114 | 1.7% | $4,026 | 加仓 |
| AOM | ISHARES TR | $23.75万 | 0.01% | 5,013 | -211 | -4.0% | -$9,995 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $23.59万 | 0.01% | 6,670 | -4,866 | -42.2% | -$17.21万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $23.55万 | 0.01% | 2,971 | 33 | 1.1% | $2,616 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.45万 | 0.01% | 867 | -304 | -26.0% | -$8.22万 | 减仓 |
| VV | VANGUARD INDEX FDS | $23.36万 | 0.01% | 782 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $23.22万 | 0.01% | 5,262 | -915 | -14.8% | -$4.04万 | 重新持有 |
| BX | BLACKSTONE INC | $23.14万 | 0.01% | 2,013 | -2,768 | -57.9% | -$31.82万 | 减仓 |
| EZM | WISDOMTREE TR | $22.92万 | 0.01% | 3,410 | -206 | -5.7% | -$1.38万 | 减仓 |
| GPN | GLOBAL PMTS INC 看跌期权 | $22.88万 | 0.01% | 3,400 | 0 | 0.0% | — | 重新持有 |
| BABA | ALIBABA GROUP HLDG LTD | $22.72万 | 0.01% | 1,811 | 0 | 0.0% | — | 不变 |
| VTC | VANGUARD SCOTTSDALE FDS | $22.46万 | 0.01% | 2,923 | 86 | 3.0% | $6,607 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $22.17万 | 0.01% | 12,133 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP PA | $21.98万 | 0.01% | 12,500 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $21.85万 | 0.01% | 1,803 | 1,803 | — | $21.85万 | 新建仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $21.81万 | 0.01% | 3,877 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $21.73万 | 0.01% | 1,467 | -360 | -19.7% | -$5.33万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $20.93万 | 0.01% | 1,867 | 0 | 0.0% | — | 不变 |