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
BLK BLACKROCK INC $24.62万0.01%256 -2-0.8% -$1,923 减仓
BX BLACKSTONE INC $24.39万0.01%2,073 603.0% $7,059 加仓
SUSA ISHARES TR $24.30万0.01%1,575 00.0% — 不变
TGT TARGET CORP $23.55万0.01%1,803 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $23.22万0.01%2,938 -33-1.1% -$2,608 减仓
BUFQ FIRST TR EXCHNG TRADED FD VI $23.18万0.01%5,903 -850-12.6% -$3.34万 减仓
ASML ASML HLDG NV $22.53万0.01%113 -153-57.5% -$30.51万 重新持有
ADI ANALOG DEVICES INC $22.00万0.01%554 554— $22.00万 新建仓
IPKW INVESCO EXCH TRADED FD TR II $21.84万0.01%3,877 00.0% — 不变
VGLT VANGUARD SCOTTSDALE FDS $21.60万0.01%3,914 -9-0.2% -$497 重新持有
VYM VANGUARD WHITEHALL FDS $21.35万0.01%1,351 -116-7.9% -$1.83万 减仓
DHR DANAHER CORP DEL $21.16万0.01%1,111 -162-12.7% -$3.09万 减仓
VMBS VANGUARD SCOTTSDALE FDS $21.14万0.01%4,517 4,517— $21.14万 新建仓
SWK STANLEY BLACK & DECKER INC $21.00万0.01%2,231 2,231— $21.00万 新建仓
SLYV SPDR SERIES TRUST $20.95万0.01%1,920 1,920— $20.95万 新建仓
ISRG INTUITIVE SURGICAL INC $20.60万0.01%518 -264-33.8% -$10.50万 重新持有
ISCF ISHARES TR $20.57万0.01%4,753 4,753— $20.57万 新建仓
ETN EATON CORP PLC $20.37万0.01%478 478— $20.37万 新建仓
AXP AMERICAN EXPRESS CO $20.30万0.01%600 600— $20.30万 新建仓
— NERVGEN PHARMA CORP $6.73万0.00%32,653 1,7615.7% $3,628 加仓
— SONOMA PHARMACEUTICALS INC $1.38万0.00%11,193 00.0% — 不变
— INSPIREMD INC $7,0010.00%10,000 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $00.00%0 -31,210-100.0% -$490.87万 清仓
SGOV ISHARES TR $00.00%0 -2,870-100.0% -$28.89万 清仓
— HONEYWELL INTL INC $00.00%0 -1,147-100.0% -$25.93万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -1,708-100.0% -$24.98万 清仓
HSY HERSHEY CO $00.00%0 -1,193-100.0% -$24.80万 清仓
BABA ALIBABA GROUP HLDG LTD $00.00%0 -1,811-100.0% -$22.72万 清仓