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 |
|---|---|---|---|---|---|---|---|---|
| PDBC | INVESCO ACTVELY MNGD ETC FD | $20.81万 | 0.01% | 12,013 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $20.80万 | 0.01% | 1,575 | 1 | 0.1% | $132 | 加仓 |
| — | NERVGEN PHARMA CORP | $11.65万 | 0.01% | 30,892 | 30,892 | — | $11.65万 | 新建仓 |
| — | SONOMA PHARMACEUTICALS INC | $2.38万 | 0.00% | 11,193 | 0 | 0.0% | — | 不变 |
| — | INSPIREMD INC | $1.63万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -3,806 | -100.0% | -$71.57万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -1,199 | -100.0% | -$55.98万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -3,767 | -100.0% | -$48.09万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,456 | -100.0% | -$45.15万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -5,283 | -100.0% | -$45.04万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -2,563 | -100.0% | -$41.86万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -3,480 | -100.0% | -$39.59万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -3,119 | -100.0% | -$34.99万 | 清仓 |
| — | SILA REALTY TRUST INC | $0 | 0.00% | 0 | -13,980 | -100.0% | -$32.59万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,923 | -100.0% | -$31.36万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -4,663 | -100.0% | -$31.32万 | 清仓 |
| ASML | ASML HOLDING N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -754 | -100.0% | -$26.39万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -1,170 | -100.0% | -$25.40万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -1,838 | -100.0% | -$24.39万 | 清仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $0 | 0.00% | 0 | -5,860 | -100.0% | -$23.57万 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,701 | -100.0% | -$21.67万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -1,698 | -100.0% | -$21.36万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -1,599 | -100.0% | -$20.87万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -761 | -100.0% | -$20.79万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -575 | -100.0% | -$20.21万 | 清仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $0 | 0.00% | 0 | -5,803 | -100.0% | -$20.11万 | 清仓 |