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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -251 | -100.0% | -$7.49万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -874 | -100.0% | -$6.06万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -602 | -100.0% | -$3.69万 | 清仓 |
| RGA | REINSURANCE GROUP AMER INC | $0 | 0.00% | 0 | -71 | -100.0% | -$1.45万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -8 | -100.0% | -$7,694 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -20 | -100.0% | -$4,788 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -21 | -100.0% | -$3,982 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -35 | -100.0% | -$3,659 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -48 | -100.0% | -$3,130 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -6 | -100.0% | -$2,594 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -20 | -100.0% | -$2,390 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -13 | -100.0% | -$2,112 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -24 | -100.0% | -$1,591 | 清仓 |
| NWN | NORTHWEST NAT HLDG CO | $0 | 0.00% | 0 | -1 | -100.0% | -$52 | 清仓 |
| — | LANDS END INC NEW | $10 | 0.00% | 1 | 1 | — | $10 | 新建仓 |
| — | INSEEGO CORP | $21 | 0.00% | 2 | 2 | — | $21 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $64 | 0.00% | 1 | 1 | — | $64 | 新建仓 |
| GTN | GRAY MEDIA INC | $71 | 0.00% | 18 | 18 | — | $71 | 新建仓 |
| VTRS | VIATRIS INC | $95 | 0.00% | 6 | 6 | — | $95 | 新建仓 |
| USPX | FRANKLIN TEMPLETON ETF TR | $131 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $133 | 0.00% | 5 | 5 | — | $133 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $192 | 0.00% | 11 | 11 | — | $192 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $301 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $389 | 0.00% | 2 | 2 | — | $389 | 新建仓 |
| CVS | CVS HEALTH CORP | $724 | 0.00% | 7 | 7 | — | $724 | 新建仓 |
| UFO | PROCURE ETF TRUST II | $811 | 0.00% | 16 | 16 | — | $811 | 新建仓 |
| TEX | TEREX CORP NEW | $854 | 0.00% | 12 | -12 | -50.0% | -$854 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $899 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $914 | 0.00% | 7 | 7 | — | $914 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $1,075 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1,157 | 0.00% | 49 | 3 | 6.5% | $71 | 加仓 |
| WYNN | WYNN RESORTS LTD | $1,165 | 0.00% | 12 | 12 | — | $1,165 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $1,419 | 0.00% | 300 | 300 | — | $1,419 | 新建仓 |
| KR | KROGER CO | $1,499 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $1,755 | 0.00% | 23 | 1 | 4.5% | $76 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $1,811 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,831 | 0.00% | 10 | 10 | — | $1,831 | 新建仓 |
| HAL | HALLIBURTON CO | $1,833 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1,900 | 0.00% | 25 | 25 | — | $1,900 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $1,908 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $1,908 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $2,025 | 0.00% | 21 | 21 | — | $2,025 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $2,159 | 0.00% | 106 | 106 | — | $2,159 | 新建仓 |
| F | FORD MTR CO | $2,168 | 0.00% | 156 | 156 | — | $2,168 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $2,265 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $2,365 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $2,387 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $2,639 | 0.00% | 33 | 33 | — | $2,639 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $2,660 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $2,718 | 0.00% | 18 | 18 | — | $2,718 | 新建仓 |
| RBLX | ROBLOX CORP | $2,719 | 0.00% | 50 | 50 | — | $2,719 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $2,737 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $2,794 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $2,869 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $3,032 | 0.00% | 11 | -19 | -63.3% | -$5,237 | 减仓 |
| UL | UNILEVER PLC | $3,126 | 0.00% | 52 | 52 | — | $3,126 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $3,393 | 0.00% | 67 | 1 | 1.5% | $51 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $3,566 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $3,585 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $3,629 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $3,801 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $3,949 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $3,972 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $4,069 | 0.00% | 113 | -3 | -2.6% | -$108 | 减仓 |
| CTAS | CINTAS CORP | $4,082 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $4,284 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $4,355 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $4,513 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $4,533 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $4,613 | 0.00% | 27 | 27 | — | $4,613 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $4,649 | 0.00% | 196 | 1 | 0.5% | $24 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,772 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $4,785 | 0.00% | 131 | 131 | — | $4,785 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $4,922 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $4,944 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $5,019 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $5,040 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PTMC | PACER FDS TR | $5,103 | 0.00% | 122 | 122 | — | $5,103 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $5,217 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $5,405 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $5,474 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $5,540 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $5,551 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $5,721 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $5,726 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $5,759 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $5,888 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $5,926 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $5,941 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| OABI | OMNIAB INC | $6,027 | 0.00% | 2,450 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $6,188 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $6,222 | 0.00% | 50 | -346 | -87.4% | -$4.31万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $6,332 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $6,385 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $6,554 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $6,602 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| SRVR | PACER FDS TR | $6,766 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $7,010 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $7,128 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $7,258 | 0.00% | 30 | 0 | 0.0% | — | 不变 |