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 |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | $1.36亿 | 7.83% | 3,484,718 | 2,659,836 | 322.5% | $1.04亿 | 加仓 |
| IVV | ISHARES TR | $1.09亿 | 6.31% | 167,634 | 22,656 | 15.6% | $1,479.91万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.04亿 | 5.97% | 2,269,756 | 129,541 | 6.1% | $590.97万 | 加仓 |
| IWB | ISHARES TR | $8,817.84万 | 5.08% | 247,303 | -5,404 | -2.1% | -$192.69万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $7,378.34万 | 4.25% | 2,179,072 | 1,655,721 | 316.4% | $5,606.27万 | 加仓 |
| AGG | ISHARES TR | $6,157.49万 | 3.55% | 620,277 | 19,254 | 3.2% | $191.13万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $4,083.75万 | 2.35% | 529,601 | -848,597 | -61.6% | -$6,543.53万 | 减仓 |
| IEFA | ISHARES TR | $3,409.99万 | 1.97% | 376,669 | -270,564 | -41.8% | -$2,449.42万 | 减仓 |
| IVE | ISHARES TR | $3,384.33万 | 1.95% | 160,281 | 37,359 | 30.4% | $788.83万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,368.69万 | 1.94% | 525,701 | -312,835 | -37.3% | -$2,004.65万 | 减仓 |
| AAPL | APPLE INC | $3,065.48万 | 1.77% | 120,788 | -9,882 | -7.6% | -$250.79万 | 减仓 |
| ILCG | ISHARES TR | $2,585.65万 | 1.49% | 270,806 | -97,443 | -26.5% | -$930.38万 | 减仓 |
| AVGO | BROADCOM INC | $2,478.15万 | 1.43% | 80,067 | 461 | 0.6% | $14.27万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,267.93万 | 1.31% | 389,812 | 309,597 | 386.0% | $1,801.24万 | 加仓 |
| IWF | ISHARES TR | $2,102.77万 | 1.21% | 49,314 | -614 | -1.2% | -$26.18万 | 减仓 |
| USIG | ISHARES TR | $1,835.23万 | 1.06% | 358,233 | 62,264 | 21.0% | $318.98万 | 加仓 |
| GOOGL | ALPHABET INC | $1,804.57万 | 1.04% | 62,754 | -10,678 | -14.5% | -$307.06万 | 减仓 |
| IXUS | ISHARES TR | $1,731.69万 | 1.00% | 199,872 | -7,292 | -3.5% | -$63.18万 | 减仓 |
| MBB | ISHARES TR | $1,673.16万 | 0.96% | 176,215 | 104,475 | 145.6% | $991.99万 | 加仓 |
| IJR | ISHARES TR | $1,583.65万 | 0.91% | 127,395 | -11,254 | -8.1% | -$139.90万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,495.26万 | 0.86% | 15,006 | -1,653 | -9.9% | -$164.71万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,485.14万 | 0.86% | 40,121 | -3,250 | -7.5% | -$120.30万 | 减仓 |
| IJH | ISHARES TR | $1,454.92万 | 0.84% | 215,447 | -76,680 | -26.2% | -$517.82万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,348.38万 | 0.78% | 77,315 | -597 | -0.8% | -$10.41万 | 减仓 |
| TLH | ISHARES TR | $1,323.67万 | 0.76% | 131,421 | 103,450 | 369.8% | $1,041.95万 | 加仓 |
| TJX | TJX COS INC NEW | $1,307.03万 | 0.75% | 81,843 | -2,072 | -2.5% | -$33.09万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,299.58万 | 0.75% | 79,446 | 58,914 | 286.9% | $963.72万 | 加仓 |
| IEMG | ISHARES INC | $1,297.76万 | 0.75% | 186,059 | -142,918 | -43.4% | -$996.85万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,212.54万 | 0.70% | 91,237 | -69,726 | -43.3% | -$926.66万 | 减仓 |
| MCK | MCKESSON CORP | $1,176.82万 | 0.68% | 13,599 | -503 | -3.6% | -$43.53万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,144.72万 | 0.66% | 124,008 | -573 | -0.5% | -$5.29万 | 减仓 |
| GOVT | ISHARES TR | $1,121.76万 | 0.65% | 489,638 | -897,375 | -64.7% | -$2,055.89万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,116.43万 | 0.64% | 312,637 | 312,637 | — | $1,116.43万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $1,110.00万 | 0.64% | 150,734 | -4,374 | -2.8% | -$32.21万 | 减仓 |
| IEI | ISHARES TR | $1,104.23万 | 0.64% | 93,105 | 69,454 | 293.7% | $823.73万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,104.15万 | 0.64% | 79,826 | -176,828 | -68.9% | -$2,445.88万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $1,085.66万 | 0.63% | 299,739 | 237,324 | 380.2% | $859.59万 | 加仓 |
| CACI | CACI INTL INC | $1,071.48万 | 0.62% | 19,701 | -678 | -3.3% | -$36.87万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,043.23万 | 0.60% | 19,002 | -545 | -2.8% | -$29.92万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1,038.44万 | 0.60% | 45,191 | -244 | -0.5% | -$5.61万 | 减仓 |
| LIN | LINDE PLC | $992.11万 | 0.57% | 20,012 | 139 | 0.7% | $6.89万 | 加仓 |
| AMZN | AMAZON COM INC | $983.69万 | 0.57% | 47,232 | -2,049 | -4.2% | -$42.67万 | 减仓 |
| EMXC | ISHARES INC | $978.16万 | 0.56% | 124,353 | -174,854 | -58.4% | -$1,375.40万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $974.27万 | 0.56% | 19,499 | -1,263 | -6.1% | -$63.11万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $973.18万 | 0.56% | 198,892 | -246,467 | -55.3% | -$1,205.96万 | 减仓 |
| SHY | ISHARES TR | $957.44万 | 0.55% | 115,955 | 91,461 | 373.4% | $755.20万 | 加仓 |
| HUBB | HUBBELL INC | $954.59万 | 0.55% | 19,452 | -413 | -2.1% | -$20.27万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $939.48万 | 0.54% | 15,722 | 395 | 2.6% | $23.60万 | 加仓 |
| IWL | ISHARES TR | $927.42万 | 0.53% | 57,791 | -71,470 | -55.3% | -$1,146.94万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $918.75万 | 0.53% | 147,118 | 282 | 0.2% | $1.76万 | 加仓 |
| NFLX | NETFLIX INC. | $877.22万 | 0.51% | 91,234 | -4,042 | -4.2% | -$38.86万 | 减仓 |
| OEF | ISHARES TR | $861.70万 | 0.50% | 27,091 | -593 | -2.1% | -$18.86万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $857.54万 | 0.49% | 173,697 | -168,762 | -49.3% | -$833.18万 | 减仓 |
| HD | HOME DEPOT INC | $853.48万 | 0.49% | 25,950 | -1,910 | -6.9% | -$62.82万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $834.79万 | 0.48% | 65,587 | 1,539 | 2.4% | $19.59万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $800.96万 | 0.46% | 54,632 | -70,198 | -56.2% | -$1,029.17万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $794.59万 | 0.46% | 194,705 | -22,928 | -10.5% | -$93.57万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $781.03万 | 0.45% | 22,756 | 2,900 | 14.6% | $99.53万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $778.06万 | 0.45% | 17,813 | -210 | -1.2% | -$9.17万 | 减仓 |
| META | META PLATFORMS INC | $775.76万 | 0.45% | 13,559 | -2,212 | -14.0% | -$126.56万 | 减仓 |
| RL | RALPH LAUREN CORP | $735.79万 | 0.42% | 21,390 | 2,336 | 12.3% | $80.36万 | 加仓 |
| INTU | INTUIT | $733.96万 | 0.42% | 16,975 | -930 | -5.2% | -$40.21万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $708.20万 | 0.41% | 75,149 | -1,507 | -2.0% | -$14.20万 | 减仓 |
| AYI | ACUITY INC | $702.49万 | 0.40% | 25,069 | -375 | -1.5% | -$10.51万 | 减仓 |
| CAT | CATERPILLAR INC | $681.06万 | 0.39% | 9,613 | -296 | -3.0% | -$20.97万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $676.51万 | 0.39% | 273,337 | -21,056 | -7.2% | -$52.11万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $672.87万 | 0.39% | 22,874 | -1,829 | -7.4% | -$53.80万 | 减仓 |
| APH | AMPHENOL CORP | $648.22万 | 0.37% | 51,304 | 5,552 | 12.1% | $70.15万 | 加仓 |
| PEP | PEPSICO INC | $634.09万 | 0.37% | 40,832 | -2,053 | -4.8% | -$31.88万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $622.97万 | 0.36% | 28,764 | -3,571 | -11.0% | -$77.34万 | 减仓 |
| IWM | ISHARES TR | $600.55万 | 0.35% | 24,216 | -1,119 | -4.4% | -$27.75万 | 减仓 |
| AIQ | GLOBAL X FDS | $592.93万 | 0.34% | 127,047 | 8,970 | 7.6% | $41.86万 | 加仓 |
| LLY | ELI LILLY & CO | $591.86万 | 0.34% | 6,435 | -771 | -10.7% | -$70.91万 | 减仓 |
| QQQ | INVESCO QQQ TR | $587.76万 | 0.34% | 10,183 | -423 | -4.0% | -$24.42万 | 减仓 |
| ISCG | ISHARES TR | $578.01万 | 0.33% | 105,477 | -1,158 | -1.1% | -$6.35万 | 减仓 |
| ESGU | ISHARES TR | $564.69万 | 0.33% | 39,930 | 6,769 | 20.4% | $95.73万 | 加仓 |
| VB | VANGUARD INDEX FDS | $539.15万 | 0.31% | 20,584 | -831 | -3.9% | -$21.77万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $532.88万 | 0.31% | 70,956 | -11,517 | -14.0% | -$86.49万 | 减仓 |
| CVX | CHEVRON CORPORATION | $507.54万 | 0.29% | 24,531 | -710 | -2.8% | -$14.69万 | 减仓 |
| EFA | ISHARES TR | $507.04万 | 0.29% | 52,202 | -17,458 | -25.1% | -$169.57万 | 减仓 |
| ABBV | ABBVIE INC | $503.53万 | 0.29% | 23,152 | -890 | -3.7% | -$19.36万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $490.87万 | 0.28% | 31,210 | 1,847 | 6.3% | $29.05万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $448.80万 | 0.26% | 7,426 | -171 | -2.3% | -$10.33万 | 减仓 |
| MUNI | PIMCO ETF TR | $430.35万 | 0.25% | 82,458 | -3,219 | -3.8% | -$16.80万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $419.92万 | 0.24% | 35,397 | -27 | -0.1% | -$3,203 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $418.18万 | 0.24% | 17,108 | -2,039 | -10.6% | -$49.84万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $416.56万 | 0.24% | 28,839 | -6,414 | -18.2% | -$92.64万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $410.86万 | 0.24% | 67,068 | -113,295 | -62.8% | -$694.05万 | 减仓 |
| GWW | WW GRAINGER INC | $397.45万 | 0.23% | 3,644 | -798 | -18.0% | -$87.04万 | 减仓 |
| MCD | MCDONALDS CORP | $393.19万 | 0.23% | 12,651 | -303 | -2.3% | -$9.42万 | 减仓 |
| IWD | ISHARES TR | $383.71万 | 0.22% | 17,958 | -1,022 | -5.4% | -$21.84万 | 减仓 |
| ACWI | ISHARES TR | $369.07万 | 0.21% | 26,673 | -627 | -2.3% | -$8.68万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $362.03万 | 0.21% | 38,979 | 253 | 0.7% | $2.35万 | 加仓 |
| LOW | LOWES COS INC | $347.29万 | 0.20% | 14,698 | 125 | 0.9% | $2.95万 | 加仓 |
| EFG | ISHARES TR | $345.35万 | 0.20% | 31,010 | -3,197 | -9.3% | -$35.60万 | 减仓 |
| MS | MORGAN STANLEY | $337.28万 | 0.19% | 20,495 | 19 | 0.1% | $3,127 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $335.38万 | 0.19% | 140,269 | 5,215 | 3.9% | $12.47万 | 加仓 |
| IGRO | ISHARES TR | $323.16万 | 0.19% | 38,577 | 337 | 0.9% | $2.82万 | 加仓 |
| IJS | ISHARES TR | $319.83万 | 0.18% | 27,001 | -182 | -0.7% | -$2.16万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $317.00万 | 0.18% | 10,488 | -36 | -0.3% | -$1.09万 | 减仓 |