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 |
|---|---|---|---|---|---|---|---|---|
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -32,004 | -100.0% | -$47.05万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -4,000 | -100.0% | -$3.48万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -134 | -100.0% | -$2.47万 | 清仓 |
| NWN | NORTHWEST NAT HLDG CO | $52 | 0.00% | 1 | -960 | -99.9% | -$4.99万 | 减仓 |
| USPX | FRANKLIN TEMPLETON ETF TR | $114 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $397 | 0.00% | 20 | -4 | -16.7% | -$79 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $813 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $984 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1,035 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $1,299 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $1,394 | 0.00% | 24 | -70 | -74.5% | -$4,066 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $1,509 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $1,591 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $1,661 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $1,764 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $1,954 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $2,105 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $2,112 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $2,179 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $2,237 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $2,279 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $2,348 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $2,390 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $2,547 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $2,594 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $2,606 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $2,625 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $2,668 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $2,983 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $3,130 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $3,181 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $3,238 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $3,323 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $3,340 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $3,350 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $3,381 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $3,659 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $3,738 | 0.00% | 219 | -44 | -16.7% | -$751 | 减仓 |
| OABI | OMNIAB INC | $3,847 | 0.00% | 2,450 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $3,848 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $3,982 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $4,059 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $4,103 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $4,154 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $4,189 | 0.00% | 195 | 1 | 0.5% | $21 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $4,294 | 0.00% | 116 | 116 | — | $4,294 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $4,307 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $4,493 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $4,705 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $4,755 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $4,785 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $4,788 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $4,860 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $5,198 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $5,226 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $5,268 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $5,411 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $5,418 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $5,532 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $5,538 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $5,671 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $5,695 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $5,827 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $5,959 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $5,960 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $6,024 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $6,053 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $6,084 | 0.00% | 166 | -234 | -58.5% | -$8,576 | 减仓 |
| ULTA | ULTA BEAUTY INC | $6,273 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $6,414 | 0.00% | 53 | -66 | -55.5% | -$7,987 | 减仓 |
| AME | AMETEK INC | $6,431 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $6,498 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SRVR | PACER FDS TR | $6,640 | 0.00% | 213 | 3 | 1.4% | $94 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $6,650 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $6,662 | 0.00% | 52 | 52 | — | $6,662 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $6,717 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $7,088 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $7,373 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $7,636 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $7,694 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $7,902 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $7,923 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC | $7,956 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $8,003 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $8,038 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $8,069 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $8,086 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $8,381 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $8,421 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $8,476 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $8,554 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $8,914 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $9,071 | 0.00% | 297 | 1 | 0.3% | $31 | 加仓 |
| CMI | CUMMINS INC | $9,146 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $9,320 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $9,419 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $9,810 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $1.01万 | 0.00% | 53 | 19 | 55.9% | $3,605 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1.03万 | 0.00% | 143 | 42 | 41.6% | $3,021 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $1.04万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |