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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $180.07万 | 0.56% | 3,599 | -81 | -2.2% | -$4.05万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $191.53万 | 0.59% | 22,234 | 10 | 0.0% | $861 | 加仓 |
| GLW | CORNING INC | $191.62万 | 0.60% | 7,502 | 6 | 0.1% | $1,533 | 加仓 |
| KO | COCA COLA CO | $194.51万 | 0.60% | 23,934 | 38 | 0.2% | $3,088 | 加仓 |
| IWO | ISHARES TR | $194.97万 | 0.61% | 4,949 | 33 | 0.7% | $1.30万 | 加仓 |
| — | EXXON MOBIL CORP | $203.15万 | 0.63% | 14,859 | -674 | -4.3% | -$9.21万 | 减仓 |
| MCD | MCDONALDS CORP | $207.25万 | 0.64% | 7,667 | 40 | 0.5% | $1.08万 | 加仓 |
| WMT | WALMART INC | $207.59万 | 0.64% | 18,329 | 6 | 0.0% | $680 | 加仓 |
| QQQ | INVESCO QQQ TR | $235.93万 | 0.73% | 3,204 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $247.06万 | 0.77% | 12,968 | 163 | 1.3% | $3.11万 | 加仓 |
| LLY | ELI LILLY & CO | $252.07万 | 0.78% | 2,102 | -465 | -18.1% | -$55.76万 | 减仓 |
| NOBL | PROSHARES TR | $302.84万 | 0.94% | 53,925 | -5,903 | -9.9% | -$33.15万 | 减仓 |
| IWM | ISHARES TR | $324.21万 | 1.01% | 10,791 | 1,257 | 13.2% | $37.77万 | 加仓 |
| TJX | TJX COS INC NEW | $329.51万 | 1.02% | 21,750 | -140 | -0.6% | -$2.12万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $332.61万 | 1.03% | 36,635 | 1,748 | 5.0% | $15.87万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $334.97万 | 1.04% | 9,052 | -16 | -0.2% | -$5,921 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $344.22万 | 1.07% | 13,554 | -215 | -1.6% | -$5.46万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $375.39万 | 1.17% | 32,008 | 36 | 0.1% | $4,222 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $381.85万 | 1.19% | 24,067 | -35 | -0.1% | -$5,553 | 减仓 |
| PFF | ISHARES TR | $387.25万 | 1.20% | 127,007 | -3,518 | -2.7% | -$10.73万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $388.89万 | 1.21% | 26,520 | -1,024 | -3.7% | -$15.02万 | 减仓 |
| IVV | ISHARES TR | $484.72万 | 1.51% | 6,473 | -41 | -0.6% | -$3.07万 | 减仓 |
| AGG | ISHARES TR | $512.03万 | 1.59% | 51,731 | -344 | -0.7% | -$3.40万 | 减仓 |
| DVY | ISHARES TR | $544.90万 | 1.69% | 34,863 | -3,570 | -9.3% | -$55.80万 | 减仓 |
| AAPL | APPLE INC | $597.21万 | 1.85% | 20,639 | -152 | -0.7% | -$4.40万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $631.81万 | 1.96% | 71,895 | 61 | 0.1% | $5,361 | 加仓 |
| VOO | VANGUARD INDEX FDS | $647.94万 | 2.01% | 9,434 | 303 | 3.3% | $20.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $676.87万 | 2.10% | 18,146 | -302 | -1.6% | -$11.27万 | 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 |
| ABBV | ABBVIE INC | $763.63万 | 2.37% | 30,346 | -294 | -1.0% | -$7.40万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,679.88万 | 5.22% | 208,499 | 1,843 | 0.9% | $14.85万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,310.10万 | 7.17% | 97,629 | -2,321 | -2.3% | -$54.92万 | 减仓 |
| SDY | SPDR SERIES TRUST | $2,589.55万 | 8.04% | 170,164 | -5,350 | -3.0% | -$81.42万 | 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 |
| 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 |