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
UFO PROCURE ETF TRUST II $74.30万0.04%14,663 14,663— $74.30万 新建仓
VWO VANGUARD INTL EQUITY INDEX F $73.08万0.04%12,243 -747-5.8% -$4.46万 减仓
IWN ISHARES TR $72.18万0.04%3,263 -118-3.5% -$2.61万 减仓
INTU INTUIT $72.16万0.04%2,765 -14,210-83.7% -$370.86万 减仓
ISTB ISHARES TR $71.88万0.04%14,898 -342-2.2% -$1.65万 减仓
SCHX SCHWAB STRATEGIC TR $71.45万0.04%24,276 -462-1.9% -$1.36万 减仓
SOXX ISHARES TR $71.38万0.04%1,114 -150-11.9% -$9.61万 减仓
CSX CSX CORP $71.03万0.04%14,943 00.0% — 不变
IAUM ISHARES GOLD TRUST MICRO $70.54万0.04%17,630 4,80737.5% $19.23万 加仓
PYLD PIMCO ETF TR $69.63万0.04%26,256 5952.3% $1.58万 加仓
RTX RTX CORPORATION $69.59万0.04%3,668 -77-2.1% -$1.46万 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $67.44万0.03%11,059 00.0% — 不变
FJUL FIRST TR EXCHNG TRADED FD VI $67.19万0.03%11,284 -1,472-11.5% -$8.76万 减仓
AJG GALLAGHER ARTHUR J & CO $65.18万0.03%2,839 -25,925-90.1% -$595.22万 减仓
CSCO CISCO SYS INC $64.50万0.03%5,491 55811.3% $6.55万 加仓
FJAN FIRST TR EXCHNG TRADED FD VI $61.40万0.03%11,145 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $61.29万0.03%2,179 -59-2.6% -$1.66万 减仓
SPYG SPDR SERIES TRUST $60.17万0.03%5,056 20.0% $238 加仓
SPMD SPDR SERIES TRUST $59.09万0.03%8,746 -644-6.9% -$4.35万 减仓
XLI SELECT SECTOR SPDR TR $58.92万0.03%3,181 381.2% $7,039 加仓
CDNS CADENCE DESIGN SYSTEM INC $58.47万0.03%1,558 00.0% — 不变
XT ISHARES TR $58.43万0.03%7,071 00.0% — 不变
FDN FIRST TR EXCHANGE-TRADED FD $58.40万0.03%2,206 00.0% — 不变
DTE DTE ENERGY CO $56.64万0.03%3,717 00.0% — 不变
IDHQ INVESCO EXCH TRADED FD TR II $56.25万0.03%12,870 6,20093.0% $27.10万 加仓
RSPG INVESCO EXCHANGE TRADED FD T $55.78万0.03%5,694 -167-2.8% -$1.64万 减仓
BUFD FIRST TR EXCHNG TRADED FD VI $55.64万0.03%18,720 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $55.52万0.03%15,311 7,805104.0% $28.30万 加仓
EXR EXTRA SPACE STORAGE INC $55.48万0.03%3,818 10.0% $145 加仓
VONE VANGUARD SCOTTSDALE FDS $55.21万0.03%1,630 1,630— $55.21万 新建仓
XJH ISHARES TR $54.89万0.03%10,526 2282.2% $1.19万 加仓
MUB ISHARES TR $54.58万0.03%5,071 10.0% $108 加仓
CTVA CORTEVA INC $53.99万0.03%6,375 -292-4.4% -$2.47万 减仓
— FIRST TR EXCHNG TRADED FD VI $52.98万0.03%15,098 00.0% — 不变
DMAR FIRST TR EXCHNG TRADED FD VI $51.44万0.03%11,500 -7,230-38.6% -$32.34万 减仓
F FORD MTR CO $49.25万0.03%35,432 35,432— $49.25万 新建仓
GJAN FIRST TR EXCHNG TRADED FD VI $49.17万0.03%10,921 3062.9% $1.38万 加仓
DUK DUKE ENERGY CORP NEW $48.45万0.02%3,827 3339.5% $4.22万 加仓
VRT VERTIV HOLDINGS CO $47.84万0.02%1,429 00.0% — 不变
DDEC FIRST TR EXCHNG TRADED FD VI $46.43万0.02%9,800 00.0% — 不变
DKS DICKS SPORTING GOODS INC $45.41万0.02%2,002 20.1% $454 加仓
SO SOUTHERN CO $43.64万0.02%4,560 00.0% — 不变
IWS ISHARES TR $43.06万0.02%2,616 00.0% — 不变
GJUL FIRST TR EXCHNG TRADED FD VI $42.89万0.02%9,861 1,79922.3% $7.82万 加仓
TFC TRUIST FINL CORP $41.71万0.02%8,375 1091.3% $5,429 加仓
T AT&T INC $41.32万0.02%19,962 2,84316.6% $5.88万 加仓
IXN ISHARES TR $40.96万0.02%2,835 00.0% — 不变
DFEB FIRST TR EXCHNG TRADED FD VI $40.63万0.02%8,047 00.0% — 不变
PDBC INVESCO ACTVELY MNGD ETC FD $40.44万0.02%25,467 13,454112.0% $21.37万 加仓
IWY ISHARES TR $40.11万0.02%1,380 -347-20.1% -$10.08万 减仓
JQUA J P MORGAN EXCHANGE TRADED F $39.75万0.02%5,500 5,500— $39.75万 新建仓
PM PHILIP MORRIS INTL INC $39.67万0.02%2,193 65442.5% $11.83万 加仓
GILD GILEAD SCIENCES INC $39.17万0.02%3,100 00.0% — 不变
ANGL VANECK ETF TRUST $39.05万0.02%13,355 -221-1.6% -$6,462 减仓
HEFA ISHARES TR $38.41万0.02%8,186 -541-6.2% -$2.54万 减仓
SPTM SPDR SERIES TRUST $38.06万0.02%4,192 00.0% — 不变
NVDA NVIDIA CORPORATION 看跌期权 $38.02万0.02%1,900 00.0% — 不变
NI NISOURCE INC $37.75万0.02%7,938 200.3% $951 加仓
TT TRANE TECHNOLOGIES PLC $36.89万0.02%751 10.1% $491 加仓
ESML ISHARES TR $36.61万0.02%6,545 1402.2% $7,830 加仓
IDA IDACORP INC $36.28万0.02%2,398 10.0% $151 加仓
IOO ISHARES TR $36.23万0.02%2,652 00.0% — 不变
TRV TRAVELERS COMPANIES INC $35.79万0.02%1,084 00.0% — 不变
SDY SPDR SERIES TRUST $35.70万0.02%2,346 1205.4% $1.83万 加仓
— WISDOMTREE TR $35.25万0.02%2,688 00.0% — 不变
ROBO EXCHANGE TRADED CONCEPTS TRU $34.70万0.02%4,051 4,051— $34.70万 新建仓
SHW SHERWIN WILLIAMS CO $34.67万0.02%1,007 -45-4.3% -$1.55万 减仓
VFH VANGUARD WORLD FD $34.61万0.02%2,630 -79-2.9% -$1.04万 减仓
SUB ISHARES TR $34.29万0.02%3,221 -134-4.0% -$1.43万 减仓
VZ VERIZON COMMUNICATIONS INC $32.73万0.02%7,730 7,730— $32.73万 新建仓
PXF INVESCO EXCH TRADED FD TR II $32.31万0.02%4,272 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $32.30万0.02%1,365 1068.4% $2.51万 重新持有
UNH UNITEDHEALTH GROUP INC $31.33万0.02%754 -113-13.0% -$4.70万 减仓
LNT ALLIANT ENERGY CORP $30.67万0.02%4,020 00.0% — 不变
SPHQ INVESCO EXCHANGE TRADED FD T $30.33万0.02%3,367 -366-9.8% -$3.30万 减仓
USMV ISHARES TR $30.22万0.02%3,133 -893-22.2% -$8.61万 减仓
SPMO INVESCO EXCH TRADED FD TR II $30.16万0.02%1,867 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $29.35万0.02%4,977 -1,124-18.4% -$6.63万 减仓
VO VANGUARD INDEX FDS 看跌期权 $29.01万0.01%3,600 00.0% — 不变
DVY ISHARES TR $28.68万0.01%1,835 00.0% — 不变
DAUG FIRST TR EXCHNG TRADED FD VI $28.48万0.01%6,080 00.0% — 不变
ITOT ISHARES TR $28.11万0.01%1,711 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION 看跌期权 $28.06万0.01%300 00.0% — 不变
GPN GLOBAL PMTS INC $27.55万0.01%3,797 -26-0.7% -$1,887 减仓
NOBL PROSHARES TR $27.52万0.01%4,901 -1-0.0% -$56 减仓
DTM DT MIDSTREAM INC $27.12万0.01%1,848 00.0% — 不变
GUNR FLEXSHARES TR $27.09万0.01%5,498 00.0% — 不变
BINC BLACKROCK ETF TRUST II $27.06万0.01%5,170 -67-1.3% -$3,507 减仓
AMGN AMGEN INC $27.00万0.01%746 -5-0.7% -$1,809 减仓
VDE VANGUARD WORLD FD $26.85万0.01%1,788 -5,845-76.6% -$87.77万 减仓
CL COLGATE PALMOLIVE CO $26.41万0.01%2,880 00.0% — 不变
CVS CVS HEALTH CORP $26.21万0.01%2,534 -18-0.7% -$1,862 重新持有
VV VANGUARD INDEX FDS $26.02万0.01%757 -25-3.2% -$8,592 减仓
EZM WISDOMTREE TR $25.84万0.01%3,410 00.0% — 不变
FCF FIRST COMWLTH FINL CORP PA $25.41万0.01%12,500 00.0% — 不变
TSCO TRACTOR SUPPLY CO $25.35万0.01%8,020 -4,163-34.2% -$13.16万 减仓
VTC VANGUARD SCOTTSDALE FDS $25.21万0.01%3,282 35912.3% $2.76万 加仓
BNL BROADSTONE NET LEASE INC $25.08万0.01%12,133 00.0% — 不变
GPN GLOBAL PMTS INC 看跌期权 $24.67万0.01%3,400 00.0% — 不变
AOM ISHARES TR $24.64万0.01%4,938 -75-1.5% -$3,742 减仓