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 |
|---|---|---|---|---|---|---|---|---|
| VBIL | VANGUARD INSTL INDEX FD | $110.68万 | 0.04% | 14,630 | 3,948 | 37.0% | $29.87万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $113.39万 | 0.04% | 1,662 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $113.58万 | 0.04% | 2,111 | 0 | 0.0% | — | 不变 |
| ANGI | ANGI INC | $114.91万 | 0.04% | 167,756 | -42 | -0.0% | -$288 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $115.65万 | 0.04% | 24,068 | 104 | 0.4% | $4,997 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $121.47万 | 0.04% | 2,635 | -1 | -0.0% | -$461 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $122.10万 | 0.04% | 2,484 | -37 | -1.5% | -$1.82万 | 减仓 |
| AFL | AFLAC INC | $125.82万 | 0.04% | 11,468 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $127.34万 | 0.04% | 14,088 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $131.07万 | 0.04% | 3,835 | 73 | 1.9% | $2.49万 | 加仓 |
| DE | DEERE & CO | $131.75万 | 0.04% | 2,339 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $137.17万 | 0.05% | 15,152 | 1,280 | 9.2% | $11.59万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $137.63万 | 0.05% | 4,208 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $139.98万 | 0.05% | 6,671 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $140.49万 | 0.05% | 4,157 | -52 | -1.2% | -$1.76万 | 减仓 |
| BLK | BLACKROCK INC | $142.87万 | 0.05% | 1,486 | -22 | -1.5% | -$2.12万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $144.26万 | 0.05% | 59,441 | 59,441 | — | $144.26万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $145.15万 | 0.05% | 3,718 | 5 | 0.1% | $1,952 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $146.27万 | 0.05% | 17,162 | -630 | -3.5% | -$5.37万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $146.52万 | 0.05% | 8,862 | -502 | -5.4% | -$8.30万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $147.29万 | 0.05% | 13,119 | 295 | 2.3% | $3.31万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $147.53万 | 0.05% | 16,632 | -58 | -0.3% | -$5,145 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $148.96万 | 0.05% | 5,107 | 1 | 0.0% | $292 | 加仓 |
| MO | ALTRIA GROUP INC | $152.91万 | 0.05% | 23,172 | -1,378 | -5.6% | -$9.09万 | 减仓 |
| — | ROUNDHILL ETF TRUST | $155.72万 | 0.05% | 58,694 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $158.70万 | 0.05% | 39,538 | 1,991 | 5.3% | $7.99万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $159.88万 | 0.05% | 3,200 | 44 | 1.4% | $2.20万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $164.29万 | 0.05% | 33,714 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $164.47万 | 0.05% | 56,732 | 1,997 | 3.6% | $5.79万 | 加仓 |
| IVE | ISHARES TR | $165.84万 | 0.05% | 7,854 | 2,762 | 54.2% | $58.32万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $168.96万 | 0.06% | 23,542 | -16,027 | -40.5% | -$115.03万 | 减仓 |
| PAVE | GLOBAL X FDS | $169.38万 | 0.06% | 33,336 | 3 | 0.0% | $152 | 加仓 |
| DGRO | ISHARES TR | $170.03万 | 0.06% | 24,227 | 2,079 | 9.4% | $14.59万 | 加仓 |
| WM | WASTE MGMT INC DEL | $170.76万 | 0.06% | 7,431 | 32 | 0.4% | $7,353 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $171.83万 | 0.06% | 5,987 | 500 | 9.1% | $14.35万 | 加仓 |
| ABBV | ABBVIE INC | $178.19万 | 0.06% | 8,193 | 101 | 1.2% | $2.20万 | 加仓 |
| BA | BOEING CO | $183.98万 | 0.06% | 9,244 | -50 | -0.5% | -$9,951 | 减仓 |
| VOE | VANGUARD INDEX FDS | $185.50万 | 0.06% | 10,066 | 228 | 2.3% | $4.20万 | 加仓 |
| — | HONEYWELL INTL INC | $186.79万 | 0.06% | 8,264 | 11 | 0.1% | $2,486 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $187.23万 | 0.06% | 61,028 | 18,162 | 42.4% | $55.72万 | 加仓 |
| KO | COCA COLA CO | $188.16万 | 0.06% | 24,742 | 1,044 | 4.4% | $7.94万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $191.97万 | 0.06% | 24,482 | 2,662 | 12.2% | $20.87万 | 加仓 |
| GEV | GE VERNOVA INC | $193.61万 | 0.06% | 2,218 | 47 | 2.2% | $4.10万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $195.57万 | 0.06% | 26,558 | 1,352 | 5.4% | $9.96万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $195.86万 | 0.06% | 7,611 | -61 | -0.8% | -$1.57万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $196.99万 | 0.07% | 64,144 | -327 | -0.5% | -$1.00万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $199.42万 | 0.07% | 41,564 | 41,564 | — | $199.42万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $200.12万 | 0.07% | 7,396 | 500 | 7.3% | $13.53万 | 加仓 |
| NET | CLOUDFLARE INC | $204.11万 | 0.07% | 9,892 | -800 | -7.5% | -$16.51万 | 减仓 |
| TSLA | TESLA INC | $209.11万 | 0.07% | 5,625 | -92 | -1.6% | -$3.42万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $209.44万 | 0.07% | 11,995 | -643 | -5.1% | -$11.23万 | 减仓 |
| VV | VANGUARD INDEX FDS | $216.23万 | 0.07% | 7,235 | 263 | 3.8% | $7.86万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $218.14万 | 0.07% | 38,486 | -6,401 | -14.3% | -$36.28万 | 减仓 |
| ROST | ROSS STORES INC | $218.90万 | 0.07% | 10,105 | -5,937 | -37.0% | -$128.61万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $222.50万 | 0.07% | 37,692 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $224.21万 | 0.07% | 6,879 | 90 | 1.3% | $2.93万 | 加仓 |
| EEM | ISHARES TR | $225.39万 | 0.07% | 39,689 | 10,119 | 34.2% | $57.47万 | 加仓 |
| VPU | VANGUARD WORLD FD | $226.28万 | 0.08% | 11,420 | 14 | 0.1% | $2,774 | 加仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $229.55万 | 0.08% | 160,301 | -5,000 | -3.0% | -$7.16万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $230.54万 | 0.08% | 38,011 | 5,976 | 18.7% | $36.24万 | 加仓 |
| INTC | INTEL CORP | $234.21万 | 0.08% | 53,072 | 6,792 | 14.7% | $29.97万 | 加仓 |
| GE | GE AEROSPACE | $234.66万 | 0.08% | 8,269 | 232 | 2.9% | $6.58万 | 加仓 |
| SGU | STAR GROUP LP | $235.74万 | 0.08% | 191,968 | 33 | 0.0% | $405 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $236.97万 | 0.08% | 3,067 | -6 | -0.2% | -$4,636 | 减仓 |
| PFE | PFIZER INC | $237.68万 | 0.08% | 84,645 | -817 | -1.0% | -$2.29万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $241.37万 | 0.08% | 24,361 | 15,030 | 161.1% | $148.92万 | 加仓 |
| IWB | ISHARES TR | $243.46万 | 0.08% | 6,828 | 2 | 0.0% | $713 | 加仓 |
| PEP | PEPSICO INC | $245.60万 | 0.08% | 15,815 | -161 | -1.0% | -$2.50万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $249.22万 | 0.08% | 49,646 | 782 | 1.6% | $3.93万 | 加仓 |
| IVW | ISHARES TR | $252.65万 | 0.08% | 22,337 | -913 | -3.9% | -$10.33万 | 减仓 |
| IJR | ISHARES TR | $256.50万 | 0.09% | 20,634 | 1,109 | 5.7% | $13.79万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $257.91万 | 0.09% | 12,071 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $259.05万 | 0.09% | 6,757 | 9 | 0.1% | $3,450 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $261.44万 | 0.09% | 23,100 | 958 | 4.3% | $10.84万 | 加仓 |
| TJX | TJX COS INC NEW | $262.30万 | 0.09% | 16,424 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $264.13万 | 0.09% | 50,044 | 898 | 1.8% | $4.74万 | 加仓 |
| CSCO | CISCO SYS INC | $276.18万 | 0.09% | 35,594 | 39 | 0.1% | $3,026 | 加仓 |
| UNP | UNION PAC CORP | $276.65万 | 0.09% | 11,403 | 3 | 0.0% | $728 | 加仓 |
| AMGN | AMGEN INC | $283.46万 | 0.09% | 8,056 | 21 | 0.3% | $7,389 | 加仓 |
| GLW | CORNING INC | $285.18万 | 0.09% | 20,974 | 456 | 2.2% | $6.20万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.10% | 4 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $299.54万 | 0.10% | 104,334 | 109 | 0.1% | $3,129 | 加仓 |
| ARCC | ARES CAPITAL CORP | $299.77万 | 0.10% | 166,353 | 893 | 0.5% | $1.61万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $299.82万 | 0.10% | 27,045 | 1,516 | 5.9% | $16.81万 | 加仓 |
| EFA | ISHARES TR | $301.16万 | 0.10% | 31,006 | 2,029 | 7.0% | $19.71万 | 加仓 |
| ORCL | ORACLE CORP | $304.31万 | 0.10% | 20,686 | 636 | 3.2% | $9.36万 | 加仓 |
| RTX | RTX CORPORATION | $305.68万 | 0.10% | 15,847 | -451 | -2.8% | -$8.70万 | 减仓 |
| BAC | BANK AMERICA CORP | $320.31万 | 0.11% | 65,704 | 45 | 0.1% | $2,194 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $320.75万 | 0.11% | 5,307 | 175 | 3.4% | $10.58万 | 加仓 |
| V | VISA INC | $323.25万 | 0.11% | 10,695 | 20 | 0.2% | $6,045 | 加仓 |
| BX | BLACKSTONE INC | $323.60万 | 0.11% | 28,141 | -867 | -3.0% | -$9.97万 | 减仓 |
| DVY | ISHARES TR | $324.31万 | 0.11% | 21,419 | -2,078 | -8.8% | -$31.46万 | 减仓 |
| CAT | CATERPILLAR INC | $327.02万 | 0.11% | 4,616 | 301 | 7.0% | $21.32万 | 加仓 |
| IYW | ISHARES TR | $329.09万 | 0.11% | 18,139 | 1 | 0.0% | $181 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $331.45万 | 0.11% | 66,436 | -40 | -0.1% | -$1,996 | 减仓 |
| DIS | DISNEY WALT CO | $353.10万 | 0.12% | 36,636 | 732 | 2.0% | $7.06万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $359.12万 | 0.12% | 24,550 | 596 | 2.5% | $8.72万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $359.26万 | 0.12% | 56,064 | 1,570 | 2.9% | $10.06万 | 加仓 |
| IWD | ISHARES TR | $359.64万 | 0.12% | 16,832 | 2,430 | 16.9% | $51.92万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $360.50万 | 0.12% | 5,845 | 49 | 0.8% | $3.02万 | 加仓 |