Joel Isaacson & Co., LLC
NEW YORK NY · SEC CIK 0001599330
$34.55亿2026Q2 申报市值
482持仓数
56.5%前十大占比 · 第一大 12.7%
40 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HIMU 加仓+$1,472.05万
SDY 加仓+$721.33万
VIG 加仓+$533.29万
VXUS 加仓+$435.67万
VYMI 加仓+$430.91万
2026Q2 卖出最多 按季末市值估算
MTCH 减仓-$129.80万
HON 减仓-$92.29万
HAPN 减仓-$82.96万
UNH 减仓-$78.60万
ARCC 减仓-$58.78万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SDY | SPDR SERIES TRUST | $4.40亿 | 12.75% | 2,894,421 | 47,400 | 1.7% | $721.33万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3.25亿 | 9.39% | 1,371,589 | 22,538 | 1.7% | $533.29万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.98亿 | 5.73% | 534,699 | 9,866 | 1.9% | $365.08万 | 加仓 |
| GOOGL | ALPHABET INC | $1.84亿 | 5.34% | 515,976 | 489 | 0.1% | $17.48万 | 加仓 |
| GOOG | ALPHABET INC | $1.72亿 | 4.98% | 486,768 | -593 | -0.1% | -$20.95万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.66亿 | 4.82% | 1,053,342 | 13,189 | 1.3% | $208.43万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1.56亿 | 4.51% | 1,933,766 | 32,570 | 1.7% | $262.42万 | 加仓 |
| AAPL | APPLE INC | $1.33亿 | 3.84% | 458,534 | 2,989 | 0.7% | $86.49万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.01亿 | 2.93% | 135,617 | 1,626 | 1.2% | $121.42万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $7,507.38万 | 2.17% | 908,664 | 10,926 | 1.2% | $90.27万 | 加仓 |
| VB | VANGUARD INDEX FDS | $6,650.53万 | 1.93% | 219,403 | 7,554 | 3.6% | $228.98万 | 加仓 |
| IJK | ISHARES TR | $5,888.04万 | 1.70% | 501,110 | 5,085 | 1.0% | $59.75万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,759.27万 | 1.67% | 823,931 | 10,448 | 1.3% | $73.03万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $5,418.63万 | 1.57% | 633,831 | 50,962 | 8.7% | $435.67万 | 加仓 |
| AMZN | AMAZON COM INC | $4,544.38万 | 1.32% | 190,668 | 5,967 | 3.2% | $142.22万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4,505.90万 | 1.30% | 523,090 | 28,528 | 5.8% | $245.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,452.70万 | 1.29% | 119,369 | 443 | 0.4% | $16.52万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,706.05万 | 1.07% | 194,523 | 433 | 0.2% | $8.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,322.74万 | 0.96% | 166,062 | 1,804 | 1.1% | $36.10万 | 加仓 |
| META | META PLATFORMS INC | $3,068.62万 | 0.89% | 54,477 | -156 | -0.3% | -$8.79万 | 减仓 |
| ESGU | ISHARES TR | $2,928.14万 | 0.85% | 178,905 | 1,945 | 1.1% | $31.83万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,862.86万 | 0.83% | 41,683 | -67 | -0.2% | -$4.60万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,776.14万 | 0.80% | 37,699 | 395 | 1.1% | $29.09万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $2,426.64万 | 0.70% | 240,333 | 8,781 | 3.8% | $88.66万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,288.57万 | 0.66% | 233,051 | 43,881 | 23.2% | $430.91万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,109.59万 | 0.61% | 251,892 | 3,168 | 1.3% | $26.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,020.05万 | 0.58% | 61,713 | 3,099 | 5.3% | $101.44万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,016.42万 | 0.58% | 79,396 | 38 | 0.0% | $9,651 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $2,013.18万 | 0.58% | 727,304 | -4,642 | -0.6% | -$12.85万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,833.93万 | 0.53% | 143,489 | 3,195 | 2.3% | $40.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,735.75万 | 0.50% | 34,688 | 525 | 1.5% | $26.27万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $1,679.04万 | 0.49% | 337,157 | 295,593 | 711.2% | $1,472.05万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,493.40万 | 0.43% | 68,527 | 13,591 | 24.7% | $296.19万 | 加仓 |
| LLY | ELI LILLY & CO | $1,403.08万 | 0.41% | 11,698 | -9 | -0.1% | -$1.08万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,310.18万 | 0.38% | 244,391 | 676 | 0.3% | $3.62万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $1,226.72万 | 0.36% | 45,345 | 523 | 1.2% | $14.15万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,198.95万 | 0.35% | 49,341 | 109 | 0.2% | $2.65万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,194.21万 | 0.35% | 48,502 | -592 | -1.2% | -$14.58万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,168.46万 | 0.34% | 74,448 | 3,073 | 4.3% | $48.23万 | 加仓 |
| IVV | ISHARES TR | $1,127.59万 | 0.33% | 15,057 | 17 | 0.1% | $1.27万 | 加仓 |
| GLD | SPDR GOLD TR | $1,122.56万 | 0.32% | 30,473 | 1,857 | 6.5% | $68.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,055.91万 | 0.31% | 72,007 | 288 | 0.4% | $4.22万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $998.51万 | 0.29% | 9,873 | -26 | -0.3% | -$2.63万 | 减仓 |
| — | EXXON MOBIL CORP | $986.64万 | 0.29% | 72,165 | 532 | 0.7% | $7.27万 | 加仓 |
| SUB | ISHARES TR | $983.22万 | 0.28% | 92,348 | 19,313 | 26.4% | $205.62万 | 加仓 |
| MS | MORGAN STANLEY | $974.95万 | 0.28% | 46,639 | -982 | -2.1% | -$20.53万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $958.93万 | 0.28% | 125,024 | 6,049 | 5.1% | $46.40万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $937.84万 | 0.27% | 79,270 | 18 | 0.0% | $2,130 | 加仓 |
| VGT | VANGUARD WORLD FD | $936.92万 | 0.27% | 78,390 | -1,562 | -2.0% | -$18.67万 | 减仓 |
| MGK | VANGUARD WORLD FD | $857.53万 | 0.25% | 97,546 | -499 | -0.5% | -$4.39万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $813.28万 | 0.24% | 38,224 | 7,127 | 22.9% | $151.64万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $761.19万 | 0.22% | 8,137 | 467 | 6.1% | $43.69万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $749.50万 | 0.22% | 20,495 | 1,747 | 9.3% | $63.89万 | 加仓 |
| INTC | INTEL CORP | $720.23万 | 0.21% | 51,581 | -1,491 | -2.8% | -$20.82万 | 减仓 |
| MUB | ISHARES TR | $692.80万 | 0.20% | 64,375 | 4,206 | 7.0% | $45.26万 | 加仓 |
| NFLX | NETFLIX INC. | $677.01万 | 0.20% | 94,819 | -824 | -0.9% | -$5.88万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $670.32万 | 0.19% | 129,206 | 199 | 0.2% | $1.03万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $653.30万 | 0.19% | 23,232 | 224 | 1.0% | $6.30万 | 加仓 |
| COR | CENCORA INC | $645.62万 | 0.19% | 22,815 | 0 | 0.0% | — | 不变 |
| WMG | WARNER MUSIC GROUP CORP | $643.32万 | 0.19% | 237,650 | -7,500 | -3.1% | -$20.30万 | 减仓 |
| IWF | ISHARES TR | $632.90万 | 0.18% | 50,970 | 410 | 0.8% | $5.09万 | 加仓 |
| HD | HOME DEPOT INC | $585.55万 | 0.17% | 16,603 | 135 | 0.8% | $4.76万 | 加仓 |
| AVGO | BROADCOM INC | $574.26万 | 0.17% | 15,202 | 210 | 1.4% | $7.93万 | 加仓 |
| MRK | MERCK & CO INC | $561.77万 | 0.16% | 43,718 | 206 | 0.5% | $2.65万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $561.59万 | 0.16% | 38,835 | -89 | -0.2% | -$1.29万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $547.27万 | 0.16% | 99,486 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $546.92万 | 0.16% | 5,136 | 520 | 11.3% | $55.37万 | 加仓 |
| GLW | CORNING INC | $540.27万 | 0.16% | 21,151 | 177 | 0.8% | $4.52万 | 加仓 |
| WINN | HARBOR ETF TRUST | $523.98万 | 0.15% | 161,375 | 27,164 | 20.2% | $88.20万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $523.69万 | 0.15% | 12,085 | 14 | 0.1% | $6,067 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $517.89万 | 0.15% | 86,763 | 2,725 | 3.2% | $16.27万 | 加仓 |
| — | 1STDIBS COM INC | $508.50万 | 0.15% | 1,037,746 | 38,237 | 3.8% | $18.74万 | 加仓 |
| WFC | WELLS FARGO & CO | $479.44万 | 0.14% | 58,015 | -1,015 | -1.7% | -$8.39万 | 减仓 |
| EBAY | EBAY INC. | $473.40万 | 0.14% | 42,362 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $470.97万 | 0.14% | 13,924 | -18 | -0.1% | -$6,088 | 减仓 |
| IJH | ISHARES TR | $470.91万 | 0.14% | 61,070 | -884 | -1.4% | -$6.82万 | 减仓 |
| PPLI | PEOPLE INC | $468.70万 | 0.14% | 101,539 | 5,848 | 6.1% | $26.99万 | 加仓 |
| IWM | ISHARES TR | $457.68万 | 0.13% | 15,233 | 307 | 2.1% | $9.22万 | 加仓 |
| IYW | ISHARES TR | $457.55万 | 0.13% | 18,140 | 1 | 0.0% | $252 | 加仓 |
| ITOT | ISHARES TR | $447.65万 | 0.13% | 27,251 | 70 | 0.3% | $1.15万 | 加仓 |
| SMH | VANECK ETF TRUST | $444.01万 | 0.13% | 6,770 | 13 | 0.2% | $8,526 | 加仓 |
| WMT | WALMART INC | $435.44万 | 0.13% | 38,446 | 759 | 2.0% | $8.60万 | 加仓 |
| IWD | ISHARES TR | $433.21万 | 0.13% | 17,870 | 1,038 | 6.2% | $25.16万 | 加仓 |
| CSCO | CISCO SYS INC | $425.72万 | 0.12% | 36,244 | 650 | 1.8% | $7.63万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $424.96万 | 0.12% | 6,042 | 197 | 3.4% | $13.86万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $410.29万 | 0.12% | 46,746 | 155 | 0.3% | $1.36万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $391.95万 | 0.11% | 55,011 | -1,053 | -1.9% | -$7.50万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $386.51万 | 0.11% | 105,143 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $377.85万 | 0.11% | 66,313 | 609 | 0.9% | $3.47万 | 加仓 |
| V | VISA INC | $370.51万 | 0.11% | 10,799 | 104 | 1.0% | $3.57万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $366.68万 | 0.11% | 36,450 | 12,089 | 49.6% | $121.61万 | 加仓 |
| MCD | MCDONALDS CORP | $364.97万 | 0.11% | 13,502 | 212 | 1.6% | $5.73万 | 加仓 |
| BX | BLACKSTONE INC | $346.03万 | 0.10% | 29,407 | 1,266 | 4.5% | $14.90万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $335.79万 | 0.10% | 66,388 | -48 | -0.1% | -$2,428 | 减仓 |
| DIS | DISNEY WALT CO | $333.57万 | 0.10% | 34,657 | -1,979 | -5.4% | -$19.05万 | 减仓 |
| EFA | ISHARES TR | $326.05万 | 0.09% | 31,387 | 381 | 1.2% | $3.96万 | 加仓 |
| GE | GE AEROSPACE | $324.70万 | 0.09% | 8,688 | 419 | 5.1% | $15.66万 | 加仓 |
| IJR | ISHARES TR | $321.22万 | 0.09% | 21,658 | 1,024 | 5.0% | $15.19万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $317.07万 | 0.09% | 59,701 | 315 | 0.5% | $1.67万 | 加仓 |
| UNP | UNION PAC CORP | $310.15万 | 0.09% | 11,403 | 0 | 0.0% | — | 不变 |