Jackson, Grant Investment Advisers, Inc.
STAMFORD CT · SEC CIK 0001650300
$3.22亿2026Q2 申报市值
421持仓数
54.8%前十大占比 · 第一大 13.4%
37 / 14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
IWM 加仓+$37.77万
AMZN 加仓+$36.70万
VOO 加仓+$20.81万
HONA 新建仓+$16.45万
SPTM 加仓+$15.87万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$123.07万
BND 减仓-$90.07万
SDY 减仓-$81.42万
DVY 减仓-$55.80万
LLY 减仓-$55.76万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $4,312.36万 | 13.39% | 57,747 | -1,648 | -2.8% | -$123.07万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,267.19万 | 10.15% | 153,555 | -2,497 | -1.6% | -$53.13万 | 减仓 |
| SDY | SPDR SERIES TRUST | $2,589.55万 | 8.04% | 170,164 | -5,350 | -3.0% | -$81.42万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,310.10万 | 7.17% | 97,629 | -2,321 | -2.3% | -$54.92万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,679.88万 | 5.22% | 208,499 | 1,843 | 0.9% | $14.85万 | 加仓 |
| ABBV | ABBVIE INC | $763.63万 | 2.37% | 30,346 | -294 | -1.0% | -$7.40万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $755.05万 | 2.34% | 100,808 | -6,188 | -5.8% | -$46.35万 | 减仓 |
| MSFT | MICROSOFT CORP | $676.87万 | 2.10% | 18,146 | -302 | -1.6% | -$11.27万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $647.94万 | 2.01% | 9,434 | 303 | 3.3% | $20.81万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $631.81万 | 1.96% | 71,895 | 61 | 0.1% | $5,361 | 加仓 |
| AAPL | APPLE INC | $597.21万 | 1.85% | 20,639 | -152 | -0.7% | -$4.40万 | 减仓 |
| DVY | ISHARES TR | $544.90万 | 1.69% | 34,863 | -3,570 | -9.3% | -$55.80万 | 减仓 |
| AGG | ISHARES TR | $512.03万 | 1.59% | 51,731 | -344 | -0.7% | -$3.40万 | 减仓 |
| IVV | ISHARES TR | $484.72万 | 1.51% | 6,473 | -41 | -0.6% | -$3.07万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $388.89万 | 1.21% | 26,520 | -1,024 | -3.7% | -$15.02万 | 减仓 |
| PFF | ISHARES TR | $387.25万 | 1.20% | 127,007 | -3,518 | -2.7% | -$10.73万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $381.85万 | 1.19% | 24,067 | -35 | -0.1% | -$5,553 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $375.39万 | 1.17% | 32,008 | 36 | 0.1% | $4,222 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $344.22万 | 1.07% | 13,554 | -215 | -1.6% | -$5.46万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $334.97万 | 1.04% | 9,052 | -16 | -0.2% | -$5,921 | 减仓 |
| SPTM | SPDR SERIES TRUST | $332.61万 | 1.03% | 36,635 | 1,748 | 5.0% | $15.87万 | 加仓 |
| TJX | TJX COS INC NEW | $329.51万 | 1.02% | 21,750 | -140 | -0.6% | -$2.12万 | 减仓 |
| IWM | ISHARES TR | $324.21万 | 1.01% | 10,791 | 1,257 | 13.2% | $37.77万 | 加仓 |
| NOBL | PROSHARES TR | $302.84万 | 0.94% | 53,925 | -5,903 | -9.9% | -$33.15万 | 减仓 |
| LLY | ELI LILLY & CO | $252.07万 | 0.78% | 2,102 | -465 | -18.1% | -$55.76万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $247.06万 | 0.77% | 12,968 | 163 | 1.3% | $3.11万 | 加仓 |
| QQQ | INVESCO QQQ TR | $235.93万 | 0.73% | 3,204 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $207.59万 | 0.64% | 18,329 | 6 | 0.0% | $680 | 加仓 |
| MCD | MCDONALDS CORP | $207.25万 | 0.64% | 7,667 | 40 | 0.5% | $1.08万 | 加仓 |
| — | EXXON MOBIL CORP | $203.15万 | 0.63% | 14,859 | -674 | -4.3% | -$9.21万 | 减仓 |
| IWO | ISHARES TR | $194.97万 | 0.61% | 4,949 | 33 | 0.7% | $1.30万 | 加仓 |
| KO | COCA COLA CO | $194.51万 | 0.60% | 23,934 | 38 | 0.2% | $3,088 | 加仓 |
| GLW | CORNING INC | $191.62万 | 0.60% | 7,502 | 6 | 0.1% | $1,533 | 加仓 |
| VUG | VANGUARD INDEX FDS | $191.53万 | 0.59% | 22,234 | 10 | 0.0% | $861 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $180.07万 | 0.56% | 3,599 | -81 | -2.2% | -$4.05万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $169.22万 | 0.53% | 14,221 | 20 | 0.1% | $2,380 | 加仓 |
| HDV | ISHARES TR | $164.88万 | 0.51% | 60,152 | 397 | 0.7% | $1.09万 | 加仓 |
| EMR | EMERSON ELEC CO | $163.36万 | 0.51% | 11,412 | -273 | -2.3% | -$3.91万 | 减仓 |
| MRK | MERCK & CO INC | $161.04万 | 0.50% | 12,533 | 49 | 0.4% | $6,296 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.47% | 2 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $149.03万 | 0.46% | 6,253 | 1,540 | 32.7% | $36.70万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $144.74万 | 0.45% | 26,998 | -1,779 | -6.2% | -$9.54万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $142.99万 | 0.44% | 7,147 | 102 | 1.4% | $2.04万 | 加仓 |
| DE | DEERE & CO | $131.98万 | 0.41% | 2,081 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $120.63万 | 0.37% | 10,093 | -3,235 | -24.3% | -$38.66万 | 减仓 |
| ASML | ASML HLDG NV | $115.19万 | 0.36% | 579 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $110.93万 | 0.34% | 5,545 | 11 | 0.2% | $2,201 | 加仓 |
| GOOG | ALPHABET INC | $109.23万 | 0.34% | 3,091 | 20 | 0.7% | $7,067 | 加仓 |
| VTV | VANGUARD INDEX FDS | $104.12万 | 0.32% | 4,778 | 9 | 0.2% | $1,961 | 加仓 |
| GOOGL | ALPHABET INC | $102.58万 | 0.32% | 2,871 | 2 | 0.1% | $715 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $102.20万 | 0.32% | 94,278 | -18,695 | -16.5% | -$20.27万 | 减仓 |
| CSCO | CISCO SYS INC | $101.41万 | 0.31% | 8,634 | 26 | 0.3% | $3,054 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $100.55万 | 0.31% | 3,576 | 4 | 0.1% | $1,125 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $100.28万 | 0.31% | 22,118 | -110 | -0.5% | -$4,987 | 减仓 |
| IVW | ISHARES TR | $96.47万 | 0.30% | 7,015 | 7 | 0.1% | $963 | 加仓 |
| REGL | PROSHARES TR | $93.44万 | 0.29% | 10,204 | 25 | 0.2% | $2,289 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $92.99万 | 0.29% | 2,237 | 5 | 0.2% | $2,078 | 加仓 |
| AMGN | AMGEN INC | $86.25万 | 0.27% | 2,382 | 1 | 0.0% | $362 | 加仓 |
| AVGO | BROADCOM INC | $86.05万 | 0.27% | 2,278 | 1 | 0.0% | $378 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $84.69万 | 0.26% | 5,359 | -303 | -5.4% | -$4.79万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $81.84万 | 0.25% | 9,853 | -476 | -4.6% | -$3.95万 | 减仓 |
| IVE | ISHARES TR | $78.46万 | 0.24% | 3,455 | 13 | 0.4% | $2,952 | 加仓 |
| HD | HOME DEPOT INC | $76.53万 | 0.24% | 2,170 | 2 | 0.1% | $705 | 加仓 |
| GLD | SPDR GOLD TR | $73.86万 | 0.23% | 2,005 | -407 | -16.9% | -$14.99万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $73.44万 | 0.23% | 8,591 | 160 | 1.9% | $1.37万 | 加仓 |
| PEP | PEPSICO INC | $72.67万 | 0.23% | 5,367 | -195 | -3.5% | -$2.64万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $71.93万 | 0.22% | 7,927 | -70 | -0.9% | -$6,351 | 减仓 |
| CVX | CHEVRON CORPORATION | $71.54万 | 0.22% | 4,316 | -606 | -12.3% | -$10.04万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $66.46万 | 0.21% | 13,139 | -134 | -1.0% | -$6,778 | 减仓 |
| QUAL | ISHARES TR | $61.85万 | 0.19% | 2,819 | 4 | 0.1% | $878 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $58.38万 | 0.18% | 4,037 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $53.24万 | 0.17% | 500 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $52.55万 | 0.16% | 2,168 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $51.60万 | 0.16% | 24,925 | 63 | 0.3% | $1,304 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $51.27万 | 0.16% | 5,592 | 15 | 0.3% | $1,375 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $51.02万 | 0.16% | 27,374 | 503 | 1.9% | $9,376 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $50.73万 | 0.16% | 2,804 | 6 | 0.2% | $1,085 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $50.45万 | 0.16% | 52,720 | 760 | 1.5% | $7,273 | 加仓 |
| CSX | CSX CORP | $48.19万 | 0.15% | 10,140 | 24 | 0.2% | $1,141 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $47.34万 | 0.15% | 1,446 | -307 | -17.5% | -$10.05万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $43.23万 | 0.13% | 4,926 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $43.06万 | 0.13% | 3,995 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $42.98万 | 0.13% | 1,253 | 23 | 1.9% | $7,890 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $42.35万 | 0.13% | 4,485 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $40.01万 | 0.12% | 4,157 | 11 | 0.3% | $1,059 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $39.88万 | 0.12% | 8,990 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $38.41万 | 0.12% | 1,221 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $38.17万 | 0.12% | 1,246 | 1 | 0.1% | $306 | 加仓 |
| DHI | D R HORTON INC | $36.53万 | 0.11% | 2,242 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $36.32万 | 0.11% | 2,655 | 10 | 0.4% | $1,368 | 加仓 |
| BAC | BANK OF AMER CORP | $36.15万 | 0.11% | 6,344 | 64 | 1.0% | $3,647 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $35.78万 | 0.11% | 616 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $35.27万 | 0.11% | 2,961 | 71 | 2.5% | $8,458 | 加仓 |
| RTX | RTX CORPORATION | $34.57万 | 0.11% | 1,822 | -249 | -12.0% | -$4.72万 | 减仓 |
| META | META PLATFORMS INC | $33.91万 | 0.11% | 602 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $29.24万 | 0.09% | 1,780 | 2 | 0.1% | $329 | 加仓 |
| ORCL | ORACLE CORP | $28.59万 | 0.09% | 1,951 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $28.28万 | 0.09% | 3,422 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $28.27万 | 0.09% | 3,930 | 47 | 1.2% | $3,381 | 加仓 |
| VBR | VANGUARD INDEX FDS | $27.15万 | 0.08% | 1,117 | 5 | 0.4% | $1,215 | 加仓 |