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 |
|---|---|---|---|---|---|---|---|---|
| DVY | ISHARES TR | $306.36万 | 0.09% | 19,601 | -1,818 | -8.5% | -$28.41万 | 减仓 |
| IVW | ISHARES TR | $305.69万 | 0.09% | 22,227 | -110 | -0.5% | -$1.51万 | 减仓 |
| ORCL | ORACLE CORP | $303.30万 | 0.09% | 20,696 | 10 | 0.0% | $1,466 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.09% | 4 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $298.91万 | 0.09% | 18,033 | 556 | 3.2% | $9.22万 | 加仓 |
| EEM | ISHARES TR | $298.50万 | 0.09% | 43,634 | 3,945 | 9.9% | $26.99万 | 加仓 |
| RTX | RTX CORPORATION | $297.11万 | 0.09% | 15,660 | -187 | -1.2% | -$3.55万 | 减仓 |
| AMGN | AMGEN INC | $291.15万 | 0.08% | 8,040 | -16 | -0.2% | -$5,794 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $290.45万 | 0.08% | 27,111 | 66 | 0.2% | $7,071 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $288.87万 | 0.08% | 24,760 | 210 | 0.9% | $2.45万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $284.34万 | 0.08% | 52,635 | 2,591 | 5.2% | $14.00万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $284.04万 | 0.08% | 3,722 | 4 | 0.1% | $3,053 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $282.09万 | 0.08% | 4,856 | 128 | 2.7% | $7.44万 | 加仓 |
| AMAT | APPLIED MATLS INC | $277.54万 | 0.08% | 3,839 | 4 | 0.1% | $2,892 | 加仓 |
| GEV | GE VERNOVA INC | $275.98万 | 0.08% | 2,349 | 131 | 5.9% | $15.39万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $270.63万 | 0.08% | 5,312 | 5 | 0.1% | $2,547 | 加仓 |
| CB | CHUBB LIMITED | $264.11万 | 0.08% | 7,751 | 872 | 12.7% | $29.71万 | 加仓 |
| IWB | ISHARES TR | $259.14万 | 0.08% | 6,328 | -500 | -7.3% | -$20.48万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $255.34万 | 0.07% | 104,010 | -324 | -0.3% | -$7,954 | 减仓 |
| TJX | TJX COS INC NEW | $250.47万 | 0.07% | 16,532 | 108 | 0.7% | $1.64万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $250.38万 | 0.07% | 34,107 | 7,549 | 28.4% | $55.42万 | 加仓 |
| HAPN | HAPPEN INC | $249.50万 | 0.07% | 120,301 | -40,000 | -25.0% | -$82.96万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $249.47万 | 0.07% | 134,631 | -31,722 | -19.1% | -$58.78万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $247.40万 | 0.07% | 22,363 | -737 | -3.2% | -$8.15万 | 减仓 |
| SGU | STAR GROUP LP | $246.53万 | 0.07% | 192,003 | 35 | 0.0% | $449 | 加仓 |
| TSLA | TESLA INC | $246.23万 | 0.07% | 5,854 | 229 | 4.1% | $9.63万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $240.50万 | 0.07% | 12,171 | 2,105 | 20.9% | $41.59万 | 加仓 |
| VV | VANGUARD INDEX FDS | $239.43万 | 0.07% | 6,962 | -273 | -3.8% | -$9.39万 | 减仓 |
| NET | CLOUDFLARE INC | $235.52万 | 0.07% | 9,602 | -290 | -2.9% | -$7.11万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $228.80万 | 0.07% | 5,505 | -1,891 | -25.6% | -$78.60万 | 减仓 |
| VPU | VANGUARD WORLD FD | $223.81万 | 0.06% | 11,435 | 15 | 0.1% | $2,936 | 加仓 |
| ABBV | ABBVIE INC | $218.78万 | 0.06% | 8,694 | 501 | 6.1% | $12.61万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $216.87万 | 0.06% | 37,637 | -374 | -1.0% | -$2.16万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $215.62万 | 0.06% | 38,176 | -310 | -0.8% | -$1.75万 | 减仓 |
| ROST | ROSS STORES INC | $210.20万 | 0.06% | 9,876 | -229 | -2.3% | -$4.87万 | 减仓 |
| PEP | PEPSICO INC | $209.65万 | 0.06% | 15,484 | -331 | -2.1% | -$4.48万 | 减仓 |
| PFE | PFIZER INC | $207.86万 | 0.06% | 86,319 | 1,674 | 2.0% | $4.03万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $207.57万 | 0.06% | 49,024 | -622 | -1.3% | -$2.63万 | 减仓 |
| KO | COCA COLA CO | $202.34万 | 0.06% | 24,898 | 156 | 0.6% | $1.27万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $201.63万 | 0.06% | 4,222 | 65 | 1.6% | $3.10万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $200.34万 | 0.06% | 39,244 | 1,552 | 4.1% | $7.92万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $200.13万 | 0.06% | 63,112 | 2,084 | 3.4% | $6.61万 | 加仓 |
| BA | BOEING CO | $200.10万 | 0.06% | 9,244 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $196.42万 | 0.06% | 33,336 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $191.77万 | 0.06% | 24,614 | 132 | 0.5% | $1.03万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $191.24万 | 0.06% | 3,067 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $188.34万 | 0.05% | 5,987 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $186.11万 | 0.05% | 6,076 | -1,535 | -20.2% | -$47.02万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $185.93万 | 0.05% | 23,551 | 9 | 0.0% | $711 | 加仓 |
| IVE | ISHARES TR | $185.34万 | 0.05% | 8,162 | 308 | 3.9% | $6.99万 | 加仓 |
| IEFA | ISHARES TR | $183.34万 | 0.05% | 18,983 | 3,831 | 25.3% | $37.00万 | 加仓 |
| — | ROUNDHILL ETF TRUST | $178.78万 | 0.05% | 58,694 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $178.31万 | 0.05% | 5,910 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $175.35万 | 0.05% | 11,995 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $174.58万 | 0.05% | 13,202 | 83 | 0.6% | $1.10万 | 加仓 |
| DGRO | ISHARES TR | $169.94万 | 0.05% | 22,422 | -1,805 | -7.5% | -$13.68万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $168.22万 | 0.05% | 5,096 | -11 | -0.2% | -$3,631 | 减仓 |
| MO | ALTRIA GROUP INC | $167.82万 | 0.05% | 23,324 | 152 | 0.7% | $1.09万 | 加仓 |
| WM | WASTE MGMT INC DEL | $165.34万 | 0.05% | 7,418 | -13 | -0.2% | -$2,898 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $162.73万 | 0.05% | 8,995 | 133 | 1.5% | $2.41万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $162.68万 | 0.05% | 3,167 | -33 | -1.0% | -$1.70万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $162.42万 | 0.05% | 16,843 | 211 | 1.3% | $2.03万 | 加仓 |
| TTEQ | T ROWE PRICE EXCHANGE-TRADED | $159.22万 | 0.05% | 35,700 | 35,700 | — | $159.22万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $157.33万 | 0.05% | 17,161 | -1 | -0.0% | -$92 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $155.94万 | 0.05% | 4,208 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $151.92万 | 0.04% | 8,506 | 1,960 | 29.9% | $35.01万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $151.24万 | 0.04% | 62,651 | 3,210 | 5.4% | $7.75万 | 加仓 |
| CMI | CUMMINS INC | $150.56万 | 0.04% | 2,111 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $150.32万 | 0.04% | 1,302 | -8 | -0.6% | -$9,236 | 减仓 |
| DE | DEERE & CO | $146.10万 | 0.04% | 2,303 | -36 | -1.5% | -$2.28万 | 减仓 |
| BLK | BLACKROCK INC | $142.47万 | 0.04% | 1,482 | -4 | -0.3% | -$3,845 | 减仓 |
| MET | METLIFE INC | $138.23万 | 0.04% | 16,337 | 979 | 6.4% | $8.28万 | 加仓 |
| QCOM | QUALCOMM INC | $134.53万 | 0.04% | 7,280 | -75 | -1.0% | -$1.39万 | 减仓 |
| AFL | AFLAC INC | $134.46万 | 0.04% | 11,468 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $134.42万 | 0.04% | 4,510 | 61 | 1.4% | $1.82万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $133.17万 | 0.04% | 33,714 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $127.87万 | 0.04% | 6,310 | 2,749 | 77.2% | $55.71万 | 加仓 |
| OKE | ONEOK INC NEW | $122.48万 | 0.04% | 14,088 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $119.95万 | 0.03% | 11,738 | 22 | 0.2% | $2,248 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $119.68万 | 0.03% | 22,701 | 22,701 | — | $119.68万 | 新建仓 |
| IXUS | ISHARES TR | $119.42万 | 0.03% | 12,512 | 747 | 6.3% | $7.13万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $118.30万 | 0.03% | 200,166 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $117.38万 | 0.03% | 24,238 | 170 | 0.7% | $8,233 | 加仓 |
| CI | THE CIGNA GROUP | $117.37万 | 0.03% | 4,258 | 541 | 14.6% | $14.91万 | 加仓 |
| T | AT&T INC | $116.22万 | 0.03% | 56,144 | -588 | -1.0% | -$1.22万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $114.36万 | 0.03% | 2,281 | -203 | -8.2% | -$10.18万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $114.26万 | 0.03% | 30,030 | -34,114 | -53.2% | -$129.80万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $113.87万 | 0.03% | 15,780 | 965 | 6.5% | $6.96万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $111.05万 | 0.03% | 27,562 | -11,976 | -30.3% | -$48.25万 | 减仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $106.46万 | 0.03% | 19,093 | 2,295 | 13.7% | $12.80万 | 加仓 |
| C | CITIGROUP INC | $106.36万 | 0.03% | 7,599 | -99 | -1.3% | -$1.39万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $105.82万 | 0.03% | 4,298 | 26 | 0.6% | $6,402 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $105.46万 | 0.03% | 2,652 | 17 | 0.6% | $6,761 | 加仓 |
| WELL | WELLTOWER INC | $101.68万 | 0.03% | 4,480 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $101.65万 | 0.03% | 6,486 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $101.57万 | 0.03% | 6,671 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $101.48万 | 0.03% | 13,480 | 156 | 1.2% | $1.17万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $101.46万 | 0.03% | 6,203 | 44 | 0.7% | $7,197 | 加仓 |
| IYF | ISHARES TR | $100.92万 | 0.03% | 7,915 | -55 | -0.7% | -$7,013 | 减仓 |
| NVO | NOVO-NORDISK A S | $100.80万 | 0.03% | 21,026 | 0 | 0.0% | — | 不变 |