Joel Isaacson & Co., LLC
NEW YORK NY · SEC CIK 0001599330
$30.16亿2026Q1 申报市值
455持仓数
56.9%前十大占比 · 第一大 13.8%
18 / 23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
SDY 加仓+$855.11万
VIG 加仓+$662.26万
VXUS 加仓+$554.99万
VYMI 加仓+$536.07万
VTI 加仓+$531.33万
2026Q1 卖出最多 按季末市值估算
PPLI 减仓-$317.87万
ROST 减仓-$128.61万
EL 减仓-$115.03万
META 减仓-$63.22万
IJK 减仓-$58.77万
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 |
|---|---|---|---|---|---|---|---|---|
| PFF | ISHARES TR | $26.63万 | 0.01% | 8,784 | 22 | 0.3% | $667 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $26.75万 | 0.01% | 8,921 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $26.99万 | 0.01% | 2,231 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $27.50万 | 0.01% | 1,330 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $27.57万 | 0.01% | 907 | -13 | -1.4% | -$3,952 | 减仓 |
| HACK | AMPLIFY ETF TR | $27.81万 | 0.01% | 3,703 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $27.83万 | 0.01% | 4,483 | 6 | 0.1% | $372 | 加仓 |
| GRMN | GARMIN LTD | $28.09万 | 0.01% | 1,211 | 4 | 0.3% | $928 | 加仓 |
| QLTY | GMO ETF TRUST | $28.15万 | 0.01% | 7,781 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $28.18万 | 0.01% | 9,689 | 249 | 2.6% | $7,241 | 加仓 |
| DGRW | WISDOMTREE TR | $28.22万 | 0.01% | 3,212 | 3,212 | — | $28.22万 | 新建仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $28.38万 | 0.01% | 7,823 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $29.24万 | 0.01% | 1,708 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $29.33万 | 0.01% | 2,420 | -300 | -11.0% | -$3.64万 | 减仓 |
| BN | BROOKFIELD CORP | $29.34万 | 0.01% | 7,249 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $29.59万 | 0.01% | 1,614 | 50 | 3.2% | $9,167 | 加仓 |
| FSLR | FIRST SOLAR INC | $29.69万 | 0.01% | 1,505 | 16 | 1.1% | $3,156 | 加仓 |
| IWN | ISHARES TR | $30.06万 | 0.01% | 1,586 | 2 | 0.1% | $379 | 加仓 |
| GSK | GSK PLC | $30.12万 | 0.01% | 5,458 | 228 | 4.4% | $1.26万 | 加仓 |
| ALL | ALLSTATE CORP | $30.54万 | 0.01% | 1,473 | 1 | 0.1% | $207 | 加仓 |
| EVR | EVERCORE INC | $30.54万 | 0.01% | 1,023 | 2 | 0.2% | $597 | 加仓 |
| IWC | ISHARES TR | $30.79万 | 0.01% | 1,929 | 103 | 5.6% | $1.64万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $31.08万 | 0.01% | 2,719 | 98 | 3.7% | $1.12万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $31.19万 | 0.01% | 4,718 | -200 | -4.1% | -$1.32万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $31.23万 | 0.01% | 4,804 | -549 | -10.3% | -$3.57万 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $31.37万 | 0.01% | 3,167 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $31.41万 | 0.01% | 11,440 | 1,224 | 12.0% | $3.36万 | 加仓 |
| IDEV | ISHARES TR | $31.64万 | 0.01% | 3,787 | 0 | 0.0% | — | 不变 |
| FXE | INVESCO CURRENCYSHARES EURO | $31.77万 | 0.01% | 2,978 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $31.89万 | 0.01% | 1,124 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $31.91万 | 0.01% | 3,864 | -1,617 | -29.5% | -$13.35万 | 减仓 |
| QUAL | ISHARES TR | $32.30万 | 0.01% | 1,684 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $32.50万 | 0.01% | 1,714 | -112 | -6.1% | -$2.12万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $32.52万 | 0.01% | 500 | 500 | — | $32.52万 | 新建仓 |
| SO | SOUTHERN CO | $32.59万 | 0.01% | 3,377 | 59 | 1.8% | $5,694 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $32.61万 | 0.01% | 35,715 | -18,982 | -34.7% | -$17.33万 | 减仓 |
| ACWV | ISHARES INC | $32.79万 | 0.01% | 2,743 | 250 | 10.0% | $2.99万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $33.11万 | 0.01% | 5,880 | 975 | 19.9% | $5.49万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $33.33万 | 0.01% | 24,687 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $34.08万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $34.19万 | 0.01% | 2,669 | 1 | 0.0% | $128 | 加仓 |
| EZU | ISHARES INC | $34.44万 | 0.01% | 5,499 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $34.74万 | 0.01% | 263 | -44 | -14.3% | -$5.81万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $35.00万 | 0.01% | 1,092 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $35.48万 | 0.01% | 5,087 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $35.50万 | 0.01% | 1,494 | 1 | 0.1% | $238 | 加仓 |
| CME | CME GROUP INC | $35.74万 | 0.01% | 1,210 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $36.32万 | 0.01% | 2,094 | 7 | 0.3% | $1,214 | 加仓 |
| IUSG | ISHARES TR | $36.34万 | 0.01% | 2,343 | 3 | 0.1% | $465 | 加仓 |
| FAST | FASTENAL CO | $36.37万 | 0.01% | 7,838 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $36.59万 | 0.01% | 2,510 | 1 | 0.0% | $146 | 加仓 |
| MKC | MCCORMICK & CO INC | $36.70万 | 0.01% | 7,275 | 831 | 12.9% | $4.19万 | 加仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $37.00万 | 0.01% | 13,883 | -478 | -3.3% | -$1.27万 | 减仓 |
| SPGI | S&P GLOBAL INC | $37.09万 | 0.01% | 872 | 10 | 1.2% | $4,253 | 加仓 |
| PLGO | FIDELIS INSURANCE HOLDINGS L | $37.19万 | 0.01% | 19,462 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $37.20万 | 0.01% | 837 | 0 | 0.0% | — | 不变 |
| TY | TRI CONTL CORP | $37.48万 | 0.01% | 11,866 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $37.69万 | 0.01% | 4,502 | -137 | -3.0% | -$1.15万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $38.66万 | 0.01% | 3,547 | 369 | 11.6% | $4.02万 | 加仓 |
| MDB | MONGODB INC | $38.77万 | 0.01% | 1,584 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $39.07万 | 0.01% | 1,692 | 16 | 1.0% | $3,694 | 加仓 |
| IDXX | IDEXX LABS INC | $39.22万 | 0.01% | 698 | -125 | -15.2% | -$7.02万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $39.35万 | 0.01% | 2,684 | 2,684 | — | $39.35万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $39.54万 | 0.01% | 1,452 | 4 | 0.3% | $1,089 | 加仓 |
| MSIF | MSC INCOME FUND INC | $39.59万 | 0.01% | 32,500 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $39.80万 | 0.01% | 4,515 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $40.15万 | 0.01% | 8,749 | 1,873 | 27.2% | $8.59万 | 加仓 |
| MCB | METROPOLITAN BK HLDG CORP | $40.55万 | 0.01% | 4,868 | 0 | 0.0% | — | 不变 |
| HG | HAMILTON INSURANCE GROUP LTD | $41.05万 | 0.01% | 13,763 | 17 | 0.1% | $507 | 加仓 |
| TRGP | TARGA RES CORP | $41.07万 | 0.01% | 1,638 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $41.08万 | 0.01% | 5,645 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $41.36万 | 0.01% | 5,815 | -130 | -2.2% | -$9,247 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $41.74万 | 0.01% | 5,156 | 1,989 | 62.8% | $16.10万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $41.76万 | 0.01% | 4,524 | -45 | -1.0% | -$4,154 | 减仓 |
| SYK | STRYKER CORPORATION | $41.80万 | 0.01% | 1,272 | 13 | 1.0% | $4,272 | 加仓 |
| KKR | KKR & CO INC | $42.01万 | 0.01% | 4,541 | 5 | 0.1% | $463 | 加仓 |
| ANET | ARISTA NETWORKS INC | $42.29万 | 0.01% | 3,444 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INC | $42.52万 | 0.01% | 24,867 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $42.53万 | 0.01% | 2,145 | -65 | -2.9% | -$1.29万 | 减仓 |
| QXO | QXO INC | $42.93万 | 0.01% | 22,105 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $43.08万 | 0.01% | 5,286 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $44.22万 | 0.01% | 1,777 | 1 | 0.1% | $249 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $44.25万 | 0.01% | 1,310 | 1 | 0.1% | $338 | 加仓 |
| SHV | ISHARES TR | $44.41万 | 0.01% | 4,023 | -55 | -1.3% | -$6,071 | 减仓 |
| AGG | ISHARES TR | $44.70万 | 0.01% | 4,503 | 25 | 0.6% | $2,482 | 加仓 |
| NOBL | PROSHARES TR | $44.93万 | 0.01% | 4,239 | 15 | 0.4% | $1,590 | 加仓 |
| COMP | COMPASS INC | $45.12万 | 0.01% | 61,730 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $46.63万 | 0.02% | 2,361 | 7 | 0.3% | $1,383 | 加仓 |
| IBB | ISHARES TR | $47.22万 | 0.02% | 2,796 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $47.59万 | 0.02% | 2,413 | 2,413 | — | $47.59万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $47.88万 | 0.02% | 5,002 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $48.34万 | 0.02% | 4,971 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $48.47万 | 0.02% | 17,403 | 5 | 0.0% | $139 | 加仓 |
| NGG | NATIONAL GRID PLC | $48.51万 | 0.02% | 5,734 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $48.70万 | 0.02% | 7,028 | 0 | 0.0% | — | 不变 |
| STUB | STUBHUB HLDGS INC | $49.37万 | 0.02% | 79,121 | 50,621 | 177.6% | $31.59万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $49.43万 | 0.02% | 4,531 | 51 | 1.1% | $5,564 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $49.54万 | 0.02% | 44,789 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $49.79万 | 0.02% | 5,947 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $50.14万 | 0.02% | 2,412 | 3 | 0.1% | $624 | 加仓 |