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 |
|---|---|---|---|---|---|---|---|---|
| RPG | INVESCO EXCHANGE TRADED FD T | $2.95万 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $2.98万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $2.98万 | 0.01% | 716 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3.07万 | 0.01% | 346 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $3.11万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $3.15万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $3.24万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $3.24万 | 0.01% | 1,985 | 2 | 0.1% | $33 | 加仓 |
| SBUX | STARBUCKS CORP | $3.26万 | 0.01% | 319 | 0 | 0.0% | — | 不变 |
| — | RLJ LODGING TR | $3.33万 | 0.01% | 1,358 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $3.40万 | 0.01% | 487 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $3.48万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.49万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $3.49万 | 0.01% | 606 | 2 | 0.3% | $115 | 加仓 |
| CTVA | CORTEVA INC | $3.50万 | 0.01% | 413 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $3.51万 | 0.01% | 143 | 1 | 0.7% | $246 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $3.52万 | 0.01% | 1,113 | 3 | 0.3% | $95 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3.60万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $3.68万 | 0.01% | 1,271 | 3 | 0.2% | $87 | 加仓 |
| BLOK | AMPLIFY ETF TR | $3.70万 | 0.01% | 590 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $3.81万 | 0.01% | 817 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $3.81万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $3.87万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $3.88万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $3.93万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $4.07万 | 0.01% | 208 | -205 | -49.6% | -$4.01万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $4.17万 | 0.01% | 389 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $4.32万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $4.33万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $4.39万 | 0.01% | 324 | -652 | -66.8% | -$8.84万 | 减仓 |
| GIS | GENERAL MILLS INC | $4.40万 | 0.01% | 1,264 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $4.68万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $4.71万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $4.81万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $4.88万 | 0.02% | 1,022 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $5.31万 | 0.02% | 189 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $5.31万 | 0.02% | 628 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $5.38万 | 0.02% | 228 | 228 | — | $5.38万 | 新建仓 |
| NEM | NEWMONT CORP | $5.52万 | 0.02% | 592 | 2 | 0.3% | $187 | 加仓 |
| TXN | TEXAS INSTRS INC | $5.54万 | 0.02% | 186 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $5.62万 | 0.02% | 138 | -15 | -9.8% | -$6,109 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5.67万 | 0.02% | 1,539 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $5.89万 | 0.02% | 1,087 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $5.92万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $5.92万 | 0.02% | 264 | -275 | -51.0% | -$6.16万 | 减仓 |
| IEMG | ISHARES INC | $6.01万 | 0.02% | 726 | 96 | 15.2% | $7,954 | 加仓 |
| PPG | PPG INDS INC | $6.04万 | 0.02% | 498 | -431 | -46.4% | -$5.23万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $6.06万 | 0.02% | 639 | 3 | 0.5% | $285 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $6.08万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $6.15万 | 0.02% | 1,352 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $6.33万 | 0.02% | 609 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $6.36万 | 0.02% | 344 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $6.36万 | 0.02% | 307 | 2 | 0.7% | $414 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $6.49万 | 0.02% | 1,695 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $6.54万 | 0.02% | 216 | 1 | 0.5% | $303 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $6.76万 | 0.02% | 272 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $6.87万 | 0.02% | 203 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $6.93万 | 0.02% | 3,007 | 3,007 | — | $6.93万 | 新建仓 |
| B | BARRICK MNG CORP | $7.30万 | 0.02% | 1,986 | 7 | 0.4% | $257 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $7.84万 | 0.02% | 470 | 2 | 0.4% | $334 | 加仓 |
| Q | QNITY ELECTRONICS INC | $7.95万 | 0.02% | 487 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $7.97万 | 0.02% | 1,043 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $8.05万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $8.05万 | 0.02% | 636 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $8.08万 | 0.03% | 1,661 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $8.15万 | 0.03% | 1,409 | -448 | -24.1% | -$2.59万 | 减仓 |
| IJK | ISHARES TR | $8.50万 | 0.03% | 724 | 1 | 0.1% | $117 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $8.80万 | 0.03% | 561 | 2 | 0.4% | $314 | 加仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $8.90万 | 0.03% | 7,365 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $8.99万 | 0.03% | 1,225 | -233 | -16.0% | -$1.71万 | 减仓 |
| DGRO | ISHARES TR | $9.02万 | 0.03% | 1,190 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $9.32万 | 0.03% | 1,192 | -447 | -27.3% | -$3.50万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $9.34万 | 0.03% | 3,804 | -2 | -0.1% | -$49 | 减仓 |
| WM | WASTE MGMT INC DEL | $9.52万 | 0.03% | 427 | 1 | 0.2% | $223 | 加仓 |
| USB | US BANCORP | $9.67万 | 0.03% | 1,600 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $9.79万 | 0.03% | 1,861 | 12 | 0.6% | $631 | 加仓 |
| URI | UNITED RENTALS INC | $10.08万 | 0.03% | 89 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $10.43万 | 0.03% | 203 | -26 | -11.4% | -$1.34万 | 减仓 |
| C | CITIGROUP INC | $11.11万 | 0.03% | 794 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $11.24万 | 0.03% | 376 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $11.28万 | 0.04% | 96 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $11.80万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $12.84万 | 0.04% | 803 | 6 | 0.8% | $960 | 加仓 |
| ALL | ALLSTATE CORP | $12.94万 | 0.04% | 544 | -304 | -35.8% | -$7.23万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $13.08万 | 0.04% | 1,035 | -72 | -6.5% | -$9,100 | 减仓 |
| LOW | LOWES COS INC | $13.23万 | 0.04% | 600 | -7 | -1.2% | -$1,543 | 减仓 |
| TRI | THOMSON REUTERS CORP | $13.72万 | 0.04% | 1,680 | -149 | -8.1% | -$1.22万 | 减仓 |
| UNP | UNION PAC CORP | $13.77万 | 0.04% | 506 | 2 | 0.4% | $544 | 加仓 |
| GE | GE AEROSPACE | $14.58万 | 0.05% | 390 | 3 | 0.8% | $1,121 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $14.60万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $14.69万 | 0.05% | 157 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $14.82万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $14.96万 | 0.05% | 685 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $15.02万 | 0.05% | 1,357 | -66 | -4.6% | -$7,304 | 减仓 |
| MGK | VANGUARD WORLD FD | $15.25万 | 0.05% | 1,735 | -335 | -16.2% | -$2.94万 | 减仓 |
| IWF | ISHARES TR | $15.61万 | 0.05% | 1,257 | 1 | 0.1% | $124 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $15.80万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $15.89万 | 0.05% | 845 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $16.09万 | 0.05% | 6,680 | -1,698 | -20.3% | -$4.09万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $16.45万 | 0.05% | 744 | 744 | — | $16.45万 | 新建仓 |