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McKinley Carter Wealth Services, Inc. · 13F 持仓分析
期权收益计算器 机构排行

McKinley Carter Wealth Services, Inc.

No.1785 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$19.40亿
环比变动 Q1 2026
+$2.05亿+11.8%
持仓股票数
317
新买入
23
加仓
119
减仓
116
清仓
6
持股不变
59
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
7.73%7.83%$1.50亿363.7万股$1.36亿348.5万股+15.3万股+4.38%加仓
IiShares安硕信托IVV
6.63%6.31%$1.29亿17.2万股$1.09亿16.8万股+4,161股+2.48%加仓
F富达·MERRIMACK STR TRFBND
5.74%5.97%$1.11亿244.7万股$1.04亿227.0万股+17.7万股+7.81%加仓
IiShares安硕·RUSSELLIWB
5.26%5.08%$1.02亿24.9万股$8,817.8万24.7万股+2,129股+0.86%加仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
4.77%4.25%$9,246.9万230.0万股$7,378.3万217.9万股+12.1万股+5.53%加仓
IiShares安硕信托AGG
3.33%3.55%$6,455.4万65.2万股$6,157.5万62.0万股+3.2万股+5.15%加仓
V先锋领航STAR基金VXUS
2.29%2.35%$4,442.1万52.0万股$4,083.8万53.0万股-9,991股-1.89%减仓
V先锋领航·FTSEVEA
1.95%1.94%$3,788.8万53.2万股$3,368.7万52.6万股+6,067股+1.15%加仓
苹果AAPL
1.9%1.87%$3,691.4万12.8万股$3,250.7万12.8万股-517股-0.40%减仓
IiShares安硕·S&PIVE
1.9%1.95%$3,690.9万16.3万股$3,384.3万16.0万股+2,270股+1.42%加仓
IiShares安硕信托IEFA
1.83%1.97%$3,558.5万36.8万股$3,410.0万37.7万股-8,216股-2.18%减仓
IiShares安硕信托ILCG
1.68%1.49%$3,267.1万27.9万股$2,585.7万27.1万股+8,386股+3.10%加仓
博通AVGO
1.51%1.43%$2,923.5万7.7万股$2,478.2万8.0万股-2,675股-3.34%减仓
B贝莱德ETF信托DYNF
1.45%1.31%$2,820.2万41.5万股$2,267.9万39.0万股+2.5万股+6.38%加仓
谷歌AGOOGL
1.36%1.04%$2,635.5万7.4万股$1,804.6万6.3万股+1.1万股+17.52%加仓
IiShares安硕·RUSSELLIWF
1.26%1.21%$2,446.3万19.7万股$2,102.8万4.9万股+14.8万股+299.51%加仓
IISHARES BROADUSIG
1.06%1.06%$2,047.9万39.9万股$1,835.2万35.8万股+4.1万股+11.46%加仓
iShares安硕·MBSACGL
1.02%0.96%$1,973.9万20.9万股$1,673.2万17.6万股+3.3万股+18.51%加仓
英伟达NVDA
0.99%0.8%$1,926.4万9.6万股$1,381.5万7.9万股+1.7万股+21.54%加仓
IiShares安硕·COREIJR
0.97%0.91%$1,889.3万12.7万股$1,583.6万12.7万股-9股-0.01%减仓
IiShares安硕信托IXUS
0.93%1%$1,805.0万18.9万股$1,731.7万20.0万股-1.1万股-5.38%减仓
SSPDR行业精选信托XLK
0.88%0.7%$1,711.1万9.0万股$1,212.5万9.1万股-1,423股-1.56%减仓
IiShares安硕信托TLH
0.86%0.76%$1,670.6万16.6万股$1,323.7万13.1万股+3.5万股+26.67%加仓
F第一信托交易所交易基金FPX
0.84%0.75%$1,631.9万8.5万股$1,299.6万7.9万股+5,662股+7.13%加仓
IiShares安硕·COREIJH
0.82%0.84%$1,588.2万20.6万股$1,454.9万21.5万股-9,476股-4.40%减仓
微软MSFT
0.8%0.86%$1,542.4万4.1万股$1,485.1万4.0万股+1,228股+3.06%加仓
IiShares安硕IEMG
0.78%0.75%$1,508.8万18.2万股$1,297.8万18.6万股-3,921股-2.11%减仓
好市多COST
0.74%0.88%$1,441.3万1.5万股$1,525.2万1.5万股+101股+0.66%加仓
V先锋领航国际股票指数基金VT
0.73%0.64%$1,407.8万9.0万股$1,104.2万8.0万股+9,871股+12.37%加仓
IiShares安硕信托IEI
0.72%0.64%$1,398.0万11.9万股$1,104.2万9.3万股+2.6万股+27.84%加仓
礼来LLY
0.71%0.34%$1,386.0万1.2万股$591.9万6,435股+5,121股+79.58%加仓
B贝莱德ETF信托THRO
0.7%0.63%$1,356.4万31.5万股$1,085.7万30.0万股+1.5万股+4.97%加仓
DDimensional维度ETF信托DFLV
0.69%0.64%$1,338.6万33.9万股$1,116.4万31.3万股+2.6万股+8.29%加仓
QUANTA SVCSPWR
0.68%0.6%$1,325.8万1.8万股$1,043.2万1.9万股-590股-3.10%减仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.66%0.55%$1,276.4万15.5万股$957.4万11.6万股+3.9万股+34.06%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.66%0.56%$1,274.3万12.5万股$978.2万12.4万股+214股+0.17%加仓
TJXTJX
0.63%0.75%$1,231.9万8.1万股$1,307.0万8.2万股-531股-0.65%减仓
OOREILLY AUTOMOTIVE COMORLY
0.59%0.66%$1,154.0万12.5万股$1,144.7万12.4万股+1,304股+1.05%加仓
V先锋领航·TOTALBND
0.59%0.64%$1,144.5万15.6万股$1,110.0万15.1万股+5,171股+3.43%加仓
亚马逊AMZN
0.58%0.57%$1,122.7万4.7万股$983.7万4.7万股-127股-0.27%减仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.56%0.53%$1,083.5万15.5万股$918.8万14.7万股+7,886股+5.36%加仓
V先锋领航指数基金VOO
0.55%0.54%$1,074.3万1.6万股$939.5万1.6万股-80股-0.51%减仓
卡特彼勒CAT
0.55%0.39%$1,067.8万1.0万股$681.1万9,613股+414股+4.31%加仓
林德LIN
0.55%0.57%$1,060.4万2.0万股$992.1万2.0万股+422股+2.11%加仓
CColumbia Emerging Markets Ex-ChinaXCEM
0.54%0.46%$1,044.3万19.7万股$794.6万19.5万股+2,786股+1.43%加仓
MCKESSON COMMCK
0.53%0.68%$1,029.8万1.4万股$1,176.8万1.4万股+30股+0.22%加仓
S嘉信策略信托SCHC
0.53%0.56%$1,022.8万19.4万股$973.2万19.9万股-5,028股-2.53%减仓
哈勃HUBB
0.53%0.55%$1,021.3万2.0万股$954.6万1.9万股+68股+0.35%加仓
WASTE MGMT DELWM
0.53%0.6%$1,020.4万4.6万股$1,038.4万4.5万股+592股+1.31%加仓
IiShares安硕信托IWL
0.51%0.53%$984.8万5.3万股$927.4万5.8万股-4,544股-7.86%减仓

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