Jackson, Grant Investment Advisers, Inc.
STAMFORD CT · SEC CIK 0001650300
$3.00亿2026Q1 申报市值
398持仓数
54.5%前十大占比 · 第一大 12.9%
6 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VXUS 加仓+$60.81万
XSSPX 新建仓+$43.18万
BND 加仓+$30.27万
VNQ 加仓+$29.60万
XLF 加仓+$22.57万
2026Q1 卖出最多 按季末市值估算
NUVEEN S&P 500 B 清仓-$47.05万
SPLV 减仓-$35.52万
EXXON MOBIL CORP 减仓-$29.88万
SPY 减仓-$23.48万
BMY 减仓-$18.50万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $25.63万 | 0.09% | 3,883 | 46 | 1.2% | $3,036 | 加仓 |
| WFC | WELLS FARGO & CO | $27.24万 | 0.09% | 3,422 | 375 | 12.3% | $2.99万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $27.92万 | 0.09% | 2,890 | 5 | 0.2% | $483 | 加仓 |
| ORCL | ORACLE CORP | $28.70万 | 0.10% | 1,951 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $29.61万 | 0.10% | 6,206 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $30.60万 | 0.10% | 3,450 | 3,337 | 2,953.1% | $29.60万 | 加仓 |
| BAC | BANK AMERICA CORP | $30.61万 | 0.10% | 6,280 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $30.77万 | 0.10% | 2,242 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $32.03万 | 0.11% | 1,245 | 3 | 0.2% | $772 | 加仓 |
| — | HONEYWELL INTL INC | $33.52万 | 0.11% | 1,483 | 1 | 0.1% | $226 | 加仓 |
| META | META PLATFORMS INC | $34.44万 | 0.11% | 602 | 25 | 4.3% | $1.43万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $34.67万 | 0.12% | 2,645 | 9 | 0.3% | $1,180 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $34.94万 | 0.12% | 8,990 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $35.04万 | 0.12% | 1,221 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $35.42万 | 0.12% | 500 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $36.00万 | 0.12% | 3,995 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $37.18万 | 0.12% | 1,230 | 1 | 0.1% | $302 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $37.97万 | 0.13% | 4,485 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $39.95万 | 0.13% | 2,071 | 3 | 0.1% | $579 | 加仓 |
| DIS | DISNEY WALT CO | $39.96万 | 0.13% | 4,146 | -23 | -0.6% | -$2,217 | 减仓 |
| CSX | CSX CORP | $41.52万 | 0.14% | 10,116 | 29 | 0.3% | $1,190 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $43.18万 | 0.14% | 26,871 | 26,871 | — | $43.18万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $44.79万 | 0.15% | 51,960 | 749 | 1.5% | $6,456 | 加仓 |
| NEE | NEXTERA ENERGY INC | $45.75万 | 0.15% | 4,926 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $46.26万 | 0.15% | 2,798 | 6 | 0.2% | $992 | 加仓 |
| IWD | ISHARES TR | $46.32万 | 0.15% | 2,168 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $47.53万 | 0.16% | 5,577 | 13 | 0.2% | $1,108 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $47.89万 | 0.16% | 4,037 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $51.58万 | 0.17% | 1,753 | 53 | 3.1% | $1.56万 | 加仓 |
| QUAL | ISHARES TR | $54.00万 | 0.18% | 2,815 | 4 | 0.1% | $767 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $60.39万 | 0.20% | 2,232 | -106 | -4.5% | -$2.87万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $65.01万 | 0.22% | 8,431 | 7,886 | 1,447.0% | $60.81万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $66.22万 | 0.22% | 13,273 | 591 | 4.7% | $2.95万 | 加仓 |
| CSCO | CISCO SYS INC | $66.79万 | 0.22% | 8,608 | 31 | 0.4% | $2,405 | 加仓 |
| AVGO | BROADCOM INC | $70.48万 | 0.24% | 2,277 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $71.30万 | 0.24% | 2,168 | 2 | 0.1% | $658 | 加仓 |
| T | AT&T INC | $72.07万 | 0.24% | 24,862 | 44 | 0.2% | $1,276 | 加仓 |
| IVE | ISHARES TR | $72.68万 | 0.24% | 3,442 | 13 | 0.4% | $2,745 | 加仓 |
| ASML | ASML HLDG NV | $76.48万 | 0.26% | 579 | 5 | 0.9% | $6,604 | 加仓 |
| IVW | ISHARES TR | $79.27万 | 0.26% | 7,008 | 6 | 0.1% | $679 | 加仓 |
| ABT | ABBOTT LABORATORIES | $82.10万 | 0.27% | 7,997 | 6 | 0.1% | $616 | 加仓 |
| GOOGL | ALPHABET INC | $82.51万 | 0.28% | 2,869 | 141 | 5.2% | $4.05万 | 加仓 |
| AMGN | AMGEN INC | $83.77万 | 0.28% | 2,381 | 1 | 0.0% | $352 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $83.85万 | 0.28% | 5,662 | 15 | 0.3% | $2,221 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $84.68万 | 0.28% | 10,329 | -326 | -3.1% | -$2.67万 | 减仓 |
| PEP | PEPSICO INC | $86.37万 | 0.29% | 5,562 | 64 | 1.2% | $9,938 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $86.59万 | 0.29% | 3,572 | 4 | 0.1% | $970 | 加仓 |
| REGL | PROSHARES TR | $87.96万 | 0.29% | 10,179 | 30 | 0.3% | $2,592 | 加仓 |
| GOOG | ALPHABET INC | $88.10万 | 0.29% | 3,071 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $88.33万 | 0.29% | 5,534 | 6 | 0.1% | $958 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $91.28万 | 0.30% | 12,395 | 4,111 | 49.6% | $30.27万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $93.57万 | 0.31% | 4,769 | 9 | 0.2% | $1,766 | 加仓 |
| AMZN | AMAZON COM INC | $98.16万 | 0.33% | 4,713 | 200 | 4.4% | $4.17万 | 加仓 |
| CVX | CHEVRON CORPORATION | $101.84万 | 0.34% | 4,922 | 21 | 0.4% | $4,345 | 加仓 |
| GLW | CORNING INC | $101.92万 | 0.34% | 7,496 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $102.00万 | 0.34% | 22,228 | -1,028 | -4.4% | -$4.72万 | 减仓 |
| GLD | SPDR GOLD TR | $103.79万 | 0.35% | 2,412 | 88 | 3.8% | $3.79万 | 加仓 |
| VGT | VANGUARD WORLD FD | $116.24万 | 0.39% | 1,666 | 1 | 0.1% | $698 | 加仓 |
| DE | DEERE & CO | $117.21万 | 0.39% | 2,081 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $122.87万 | 0.41% | 7,045 | 375 | 5.6% | $6.54万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $122.91万 | 0.41% | 112,973 | -3,867 | -3.3% | -$4.21万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $139.04万 | 0.46% | 14,201 | 15 | 0.1% | $1,469 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $142.07万 | 0.47% | 28,777 | 4,571 | 18.9% | $22.57万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.48% | 2 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $150.17万 | 0.50% | 12,484 | -972 | -7.2% | -$11.69万 | 减仓 |
| EMR | EMERSON ELEC CO | $153.10万 | 0.51% | 11,685 | 207 | 1.8% | $2.71万 | 加仓 |
| IWO | ISHARES TR | $154.26万 | 0.52% | 4,916 | -140 | -2.8% | -$4.39万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $161.79万 | 0.54% | 3,704 | 2 | 0.1% | $874 | 加仓 |
| HDV | ISHARES TR | $162.19万 | 0.54% | 11,951 | 75 | 0.6% | $1.02万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $170.18万 | 0.57% | 12,805 | 14 | 0.1% | $1,861 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $176.36万 | 0.59% | 3,680 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $181.73万 | 0.61% | 23,896 | 341 | 1.4% | $2.59万 | 加仓 |
| QQQ | INVESCO QQQ TR | $184.92万 | 0.62% | 3,204 | 1 | 0.0% | $577 | 加仓 |
| WMT | WALMART INC | $227.72万 | 0.76% | 18,323 | 247 | 1.4% | $3.07万 | 加仓 |
| LLY | ELI LILLY & CO | $236.07万 | 0.79% | 2,567 | -188 | -6.8% | -$17.29万 | 减仓 |
| IWM | ISHARES TR | $236.44万 | 0.79% | 9,534 | 488 | 5.4% | $12.10万 | 加仓 |
| MCD | MCDONALDS CORP | $237.03万 | 0.79% | 7,627 | 30 | 0.4% | $9,323 | 加仓 |
| — | EXXON MOBIL CORP | $263.54万 | 0.88% | 15,533 | -1,761 | -10.2% | -$29.88万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $275.82万 | 0.92% | 34,887 | 1,539 | 4.6% | $12.17万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $290.91万 | 0.97% | 9,068 | -11 | -0.1% | -$3,529 | 减仓 |
| NOBL | PROSHARES TR | $317.12万 | 1.06% | 29,914 | 77 | 0.3% | $8,163 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $336.58万 | 1.12% | 13,769 | -143 | -1.0% | -$3.50万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $348.43万 | 1.16% | 31,972 | 34 | 0.1% | $3,705 | 加仓 |
| TJX | TJX COS INC NEW | $349.58万 | 1.17% | 21,890 | -235 | -1.1% | -$3.75万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $353.36万 | 1.18% | 24,102 | -108 | -0.4% | -$1.58万 | 减仓 |
| PFF | ISHARES TR | $395.75万 | 1.32% | 130,525 | -1,259 | -1.0% | -$3.82万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $397.85万 | 1.33% | 27,544 | -26 | -0.1% | -$3,755 | 减仓 |
| IVV | ISHARES TR | $425.52万 | 1.42% | 6,514 | -70 | -1.1% | -$4.57万 | 减仓 |
| AGG | ISHARES TR | $516.95万 | 1.73% | 52,075 | 95 | 0.2% | $9,431 | 加仓 |
| AAPL | APPLE INC | $527.65万 | 1.76% | 20,791 | -375 | -1.8% | -$9.52万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $545.60万 | 1.82% | 9,131 | -29 | -0.3% | -$1.73万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $549.82万 | 1.84% | 71,834 | -1,815 | -2.5% | -$13.89万 | 减仓 |
| DVY | ISHARES TR | $581.91万 | 1.94% | 38,433 | -494 | -1.3% | -$7.48万 | 减仓 |
| ABBV | ABBVIE INC | $666.38万 | 2.22% | 30,640 | -557 | -1.8% | -$12.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $682.89万 | 2.28% | 18,448 | 64 | 0.3% | $2.37万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $782.57万 | 2.61% | 106,996 | -4,857 | -4.3% | -$35.52万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,483.68万 | 4.95% | 51,664 | 656 | 1.3% | $18.84万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,149.52万 | 7.18% | 99,950 | -438 | -0.4% | -$9.42万 | 减仓 |
| SDY | SPDR SERIES TRUST | $2,561.46万 | 8.55% | 175,514 | -366 | -0.2% | -$5.34万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,994.96万 | 10.00% | 156,052 | -322 | -0.2% | -$6.18万 | 减仓 |