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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $50.82万 | 0.02% | 4,950 | -154 | -3.0% | -$1.58万 | 减仓 |
| AZO | AUTOZONE INC | $51.00万 | 0.02% | 151 | 1 | 0.7% | $3,378 | 加仓 |
| MPC | MARATHON PETE CORP | $51.13万 | 0.02% | 2,094 | 138 | 7.1% | $3.37万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $51.45万 | 0.02% | 3,925 | -80 | -2.0% | -$1.05万 | 减仓 |
| IWO | ISHARES TR | $51.69万 | 0.02% | 1,647 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $51.86万 | 0.02% | 7,801 | 1 | 0.0% | $66 | 加仓 |
| DXCM | DEXCOM INC | $51.87万 | 0.02% | 8,260 | -400 | -4.6% | -$2.51万 | 减仓 |
| SFY | TIDAL TRUST I | $51.99万 | 0.02% | 4,165 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $52.55万 | 0.02% | 2,542 | 152 | 6.4% | $3.14万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $52.58万 | 0.02% | 1,883 | 8 | 0.4% | $2,234 | 加仓 |
| VCR | VANGUARD WORLD FD | $52.71万 | 0.02% | 1,468 | 7 | 0.5% | $2,513 | 加仓 |
| — | VANGUARD NY TAX FREE FDS | $52.80万 | 0.02% | 5,153 | 2,701 | 110.2% | $27.67万 | 加仓 |
| — | ELEVATION SERIES TRUST | $52.86万 | 0.02% | 14,198 | 5,053 | 55.3% | $18.81万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $53.49万 | 0.02% | 5,437 | -208 | -3.7% | -$2.05万 | 减仓 |
| DSI | ISHARES TR | $54.10万 | 0.02% | 4,464 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $54.26万 | 0.02% | 7,929 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $55.45万 | 0.02% | 2,346 | 6 | 0.3% | $1,418 | 加仓 |
| BIL | SPDR SERIES TRUST | $55.53万 | 0.02% | 6,060 | 34 | 0.6% | $3,116 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $58.42万 | 0.02% | 16,671 | -519 | -3.0% | -$1.82万 | 减仓 |
| ETN | EATON CORP PLC | $58.73万 | 0.02% | 1,642 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $58.87万 | 0.02% | 3,227 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $59.82万 | 0.02% | 11,976 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $60.13万 | 0.02% | 25,380 | -620 | -2.4% | -$1.47万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $60.16万 | 0.02% | 7,512 | 0 | 0.0% | — | 不变 |
| UFOX | ETF SER SOLUTIONS | $61.29万 | 0.02% | 8,990 | 7 | 0.1% | $477 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $61.85万 | 0.02% | 3,316 | -702 | -17.5% | -$13.09万 | 减仓 |
| LSPD | LIGHTSPEED COMMERCE INC | $62.08万 | 0.02% | 69,286 | 0 | 0.0% | — | 不变 |
| ETG | EATON VANCE TX ADV GLBL DIV | $62.15万 | 0.02% | 30,892 | 266 | 0.9% | $5,352 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $62.91万 | 0.02% | 10,914 | 131 | 1.2% | $7,551 | 加仓 |
| TMUS | T-MOBILE US INC | $63.47万 | 0.02% | 3,022 | 3,022 | — | $63.47万 | 新建仓 |
| URTH | ISHARES INC | $64.11万 | 0.02% | 3,561 | -529 | -12.9% | -$9.52万 | 减仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $64.31万 | 0.02% | 12,863 | 3,112 | 31.9% | $15.56万 | 加仓 |
| ADI | ANALOG DEVICES INC | $64.65万 | 0.02% | 2,032 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $64.90万 | 0.02% | 7,336 | 39 | 0.5% | $3,450 | 加仓 |
| BDX | BECTON DICKINSON & CO | $65.02万 | 0.02% | 4,135 | 51 | 1.2% | $8,020 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $65.22万 | 0.02% | 7,881 | 853 | 12.1% | $7.06万 | 加仓 |
| CSX | CSX CORP | $65.30万 | 0.02% | 15,908 | 15 | 0.1% | $616 | 加仓 |
| CET | CENTRAL SECS CORP | $65.60万 | 0.02% | 13,210 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $65.60万 | 0.02% | 1,770 | 2 | 0.1% | $741 | 加仓 |
| D | DOMINION ENERGY INC | $65.81万 | 0.02% | 10,645 | 143 | 1.4% | $8,840 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $66.23万 | 0.02% | 10,247 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $66.28万 | 0.02% | 6,870 | 133 | 2.0% | $1.28万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $66.87万 | 0.02% | 9,971 | 12 | 0.1% | $805 | 加仓 |
| — | ISHARES ETHEREUM TR | $67.33万 | 0.02% | 42,534 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $68.49万 | 0.02% | 26,712 | 7 | 0.0% | $179 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $69.15万 | 0.02% | 12,676 | 18 | 0.1% | $982 | 加仓 |
| GAM | GENERAL AMERN INVS CO INC | $69.64万 | 0.02% | 11,910 | 574 | 5.1% | $3.36万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $71.07万 | 0.02% | 3,084 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $71.09万 | 0.02% | 5,138 | -690 | -11.8% | -$9.55万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $71.96万 | 0.02% | 2,458 | -103 | -4.0% | -$3.02万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $72.26万 | 0.02% | 8,766 | 3,217 | 58.0% | $26.52万 | 加仓 |
| DEO | DIAGEO PLC | $73.02万 | 0.02% | 9,808 | 0 | 0.0% | — | 不变 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $73.31万 | 0.02% | 33,489 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $75.58万 | 0.03% | 5,204 | -50 | -1.0% | -$7,262 | 减仓 |
| NVO | NOVO-NORDISK A S | $77.27万 | 0.03% | 21,026 | -458 | -2.1% | -$1.68万 | 减仓 |
| MELI | MERCADOLIBRE INC | $77.46万 | 0.03% | 448 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $77.66万 | 0.03% | 30,940 | 87 | 0.3% | $2,184 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $78.01万 | 0.03% | 2,997 | 7 | 0.2% | $1,822 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $79.61万 | 0.03% | 7,496 | -389 | -4.9% | -$4.13万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $82.01万 | 0.03% | 1,771 | 4 | 0.2% | $1,852 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $82.04万 | 0.03% | 19,878 | 42 | 0.2% | $1,733 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $82.05万 | 0.03% | 8,731 | -243 | -2.7% | -$2.28万 | 减仓 |
| EMR | EMERSON ELEC CO | $82.92万 | 0.03% | 6,329 | 200 | 3.3% | $2.62万 | 加仓 |
| COP | CONOCOPHILLIPS | $83.18万 | 0.03% | 6,302 | 135 | 2.2% | $1.78万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $83.30万 | 0.03% | 6,362 | 693 | 12.2% | $9.07万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $85.33万 | 0.03% | 25,448 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $85.87万 | 0.03% | 200,166 | -50 | -0.0% | -$214 | 减仓 |
| EEMV | ISHARES INC | $86.24万 | 0.03% | 13,324 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $86.36万 | 0.03% | 4,449 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $86.85万 | 0.03% | 15,244 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $86.85万 | 0.03% | 1,791 | 63 | 3.6% | $3.05万 | 加仓 |
| KLAC | KLA CORP | $87.02万 | 0.03% | 591 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $87.30万 | 0.03% | 7,698 | 389 | 5.3% | $4.41万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $87.92万 | 0.03% | 4,272 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $88.25万 | 0.03% | 2,734 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $88.56万 | 0.03% | 4,358 | 233 | 5.6% | $4.73万 | 加仓 |
| WELL | WELLTOWER INC | $88.57万 | 0.03% | 4,480 | 0 | 0.0% | — | 不变 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $88.59万 | 0.03% | 92,284 | 57,614 | 166.2% | $55.31万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $88.59万 | 0.03% | 16,798 | 2,257 | 15.5% | $11.90万 | 加仓 |
| PSX | PHILLIPS 66 | $89.06万 | 0.03% | 4,889 | -619 | -11.2% | -$11.28万 | 减仓 |
| YUM | YUM BRANDS INC | $90.41万 | 0.03% | 5,815 | 500 | 9.4% | $7.77万 | 加仓 |
| TTE | TOTALENERGIES SE | $93.04万 | 0.03% | 10,226 | -50 | -0.5% | -$4,549 | 减仓 |
| ADSK | AUTODESK INC | $93.22万 | 0.03% | 3,894 | 197 | 5.3% | $4.72万 | 加仓 |
| FDX | FEDEX CORP | $93.27万 | 0.03% | 2,619 | 1 | 0.0% | $356 | 加仓 |
| EFAV | ISHARES TR | $93.73万 | 0.03% | 10,258 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $93.78万 | 0.03% | 7,970 | 57 | 0.7% | $6,707 | 加仓 |
| QCOM | QUALCOMM INC | $94.71万 | 0.03% | 7,355 | 85 | 1.2% | $1.09万 | 加仓 |
| IJT | ISHARES TR | $94.73万 | 0.03% | 6,546 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $96.18万 | 0.03% | 4,728 | 1,844 | 63.9% | $37.51万 | 加仓 |
| NVS | NOVARTIS AG | $99.07万 | 0.03% | 6,486 | 44 | 0.7% | $6,721 | 加仓 |
| CI | THE CIGNA GROUP | $99.15万 | 0.03% | 3,717 | -45 | -1.2% | -$1.20万 | 减仓 |
| SHEL | SHELL PLC | $101.29万 | 0.03% | 10,891 | -201 | -1.8% | -$1.87万 | 减仓 |
| IXUS | ISHARES TR | $101.94万 | 0.03% | 11,765 | 510 | 4.5% | $4.42万 | 加仓 |
| CRM | SALESFORCE INC | $103.15万 | 0.03% | 5,526 | 423 | 8.3% | $7.90万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $104.94万 | 0.03% | 19,856 | -821 | -4.0% | -$4.34万 | 减仓 |
| SBUX | STARBUCKS CORP | $104.97万 | 0.03% | 11,716 | 1,285 | 12.3% | $11.51万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $106.03万 | 0.04% | 27,597 | -318 | -1.1% | -$1.22万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $106.29万 | 0.04% | 6,159 | 18 | 0.3% | $3,106 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $106.56万 | 0.04% | 14,815 | 1,056 | 7.7% | $7.60万 | 加仓 |
| MET | METLIFE INC | $108.61万 | 0.04% | 15,358 | 1,206 | 8.5% | $8.53万 | 加仓 |