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 |
|---|---|---|---|---|---|---|---|---|
| CDW | CDW CORP | $7,454 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $7,520 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $7,613 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $7,667 | 0.00% | 17 | 5 | 41.7% | $2,255 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $7,848 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $8,184 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $8,320 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $8,442 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $8,499 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $8,523 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $8,589 | 0.00% | 89 | 1 | 1.1% | $97 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $8,730 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $8,776 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $8,912 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $8,941 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $9,176 | 0.00% | 125 | -12,270 | -99.0% | -$90.07万 | 减仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $9,427 | 0.00% | 466 | 466 | — | $9,427 | 新建仓 |
| GWW | WW GRAINGER INC | $9,523 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $9,812 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $9,860 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $9,906 | 0.00% | 749 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $1.01万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $1.04万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $1.05万 | 0.00% | 230 | 230 | — | $1.05万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $1.06万 | 0.00% | 318 | 318 | — | $1.06万 | 新建仓 |
| EWG | ISHARES INC | $1.08万 | 0.00% | 260 | 260 | — | $1.08万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $1.09万 | 0.00% | 113 | -3,337 | -96.7% | -$32.18万 | 减仓 |
| MGA | MAGNA INTL INC | $1.10万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1.10万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.11万 | 0.00% | 196 | 5 | 2.6% | $282 | 加仓 |
| IWR | ISHARES TR | $1.12万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $1.12万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $1.13万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1.13万 | 0.00% | 157 | 14 | 9.8% | $1,010 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1.14万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.15万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.16万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.18万 | 0.00% | 75 | -22 | -22.7% | -$3,447 | 减仓 |
| IWN | ISHARES TR | $1.18万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $1.18万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $1.21万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $1.22万 | 0.00% | 178 | 178 | — | $1.22万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.22万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $1.23万 | 0.00% | 118 | 1 | 0.9% | $104 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1.26万 | 0.00% | 128 | 2 | 1.6% | $197 | 加仓 |
| PBI | PITNEY BOWES INC | $1.26万 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $1.29万 | 0.00% | 52 | 52 | — | $1.29万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $1.32万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $1.33万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $1.33万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $1.35万 | 0.00% | 247 | 247 | — | $1.35万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.36万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1.36万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $1.37万 | 0.00% | 117 | 2 | 1.7% | $234 | 加仓 |
| ADBE | ADOBE INC | $1.39万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $1.43万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $1.46万 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.47万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $1.47万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $1.49万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1.51万 | 0.00% | 604 | 0 | 0.0% | — | 不变 |
| DBJP | DBX ETF TR | $1.62万 | 0.01% | 141 | 141 | — | $1.62万 | 新建仓 |
| GM | GENERAL MTRS CO | $1.63万 | 0.01% | 211 | 64 | 43.5% | $4,933 | 加仓 |
| O | REALTY INCOME CORP | $1.67万 | 0.01% | 270 | 4 | 1.5% | $248 | 加仓 |
| STT | STATE STR CORP | $1.70万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $1.72万 | 0.01% | 93 | -443 | -82.6% | -$8.21万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $1.74万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.75万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $1.75万 | 0.01% | 734 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1.81万 | 0.01% | 441 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $1.84万 | 0.01% | 149 | 6 | 4.2% | $742 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.90万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $1.91万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $1.95万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $1.99万 | 0.01% | 727 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $2.08万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $2.09万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $2.18万 | 0.01% | 61 | 1 | 1.7% | $358 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2.19万 | 0.01% | 842 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2.20万 | 0.01% | 474 | 154 | 48.1% | $7,159 | 加仓 |
| WMB | WILLIAMS COS INC | $2.23万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $2.36万 | 0.01% | 134 | 1 | 0.8% | $176 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $2.37万 | 0.01% | 84 | -97 | -53.6% | -$2.73万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2.41万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $2.42万 | 0.01% | 85 | 85 | — | $2.42万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2.43万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $2.44万 | 0.01% | 597 | 1 | 0.2% | $41 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $2.46万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $2.48万 | 0.01% | 236 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $2.48万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $2.48万 | 0.01% | 783 | 6 | 0.8% | $190 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $2.49万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $2.50万 | 0.01% | 349 | -117 | -25.1% | -$8,366 | 减仓 |
| AZN | ASTRAZENECA PLC | $2.51万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $2.51万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $2.53万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $2.58万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $2.66万 | 0.01% | 401 | 4 | 1.0% | $265 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.67万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $2.69万 | 0.01% | 561 | 0 | 0.0% | — | 不变 |