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 |
| ITOT | ISHARES TR | $25.32万 | 0.08% | 1,778 | 2 | 0.1% | $285 | 加仓 |
| VBR | VANGUARD INDEX FDS | $24.17万 | 0.08% | 1,112 | 6 | 0.5% | $1,304 | 加仓 |
| USRT | ISHARES TR | $23.76万 | 0.08% | 4,015 | 3 | 0.1% | $178 | 加仓 |
| SMDV | PROSHARES TR | $23.68万 | 0.08% | 3,443 | 2 | 0.1% | $138 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $23.55万 | 0.08% | 686 | 1 | 0.1% | $343 | 加仓 |
| PFE | PFIZER INC | $23.53万 | 0.08% | 8,378 | -612 | -6.8% | -$1.72万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.66万 | 0.08% | 4,515 | 275 | 6.5% | $1.38万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $22.59万 | 0.08% | 2,880 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $22.36万 | 0.07% | 1,888 | 3 | 0.2% | $355 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.26万 | 0.07% | 855 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $22.15万 | 0.07% | 2,295 | 15 | 0.7% | $1,447 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $21.40万 | 0.07% | 6,291 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.33万 | 0.07% | 3,516 | -3,050 | -46.5% | -$18.50万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $20.51万 | 0.07% | 2,126 | 17 | 0.8% | $1,640 | 加仓 |
| VOE | VANGUARD INDEX FDS | $19.91万 | 0.07% | 1,081 | 6 | 0.6% | $1,105 | 加仓 |
| IJR | ISHARES TR | $19.42万 | 0.06% | 1,562 | 20 | 1.3% | $2,486 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $19.34万 | 0.06% | 2,575 | 4 | 0.2% | $300 | 加仓 |
| SYK | STRYKER CORPORATION | $19.15万 | 0.06% | 583 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $19.12万 | 0.06% | 1,443 | 5 | 0.3% | $663 | 加仓 |
| PAVE | GLOBAL X FDS | $19.06万 | 0.06% | 3,750 | 1 | 0.0% | $51 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $19.03万 | 0.06% | 652 | 1 | 0.2% | $292 | 加仓 |
| XEL | XCEL ENERGY INC | $18.87万 | 0.06% | 2,376 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $18.73万 | 0.06% | 404 | 1 | 0.2% | $464 | 加仓 |
| ALL | ALLSTATE CORP | $17.58万 | 0.06% | 848 | 5 | 0.6% | $1,036 | 加仓 |
| AZO | AUTOZONE INC | $17.56万 | 0.06% | 52 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $17.55万 | 0.06% | 1,600 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $17.05万 | 0.06% | 2,525 | 25 | 1.0% | $1,688 | 加仓 |
| VBK | VANGUARD INDEX FDS | $16.46万 | 0.05% | 545 | 1 | 0.2% | $302 | 加仓 |
| IJT | ISHARES TR | $16.46万 | 0.05% | 1,137 | 1 | 0.1% | $145 | 加仓 |
| — | THOMSON REUTERS CORP | $16.46万 | 0.05% | 1,829 | -1,835 | -50.1% | -$16.51万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $16.11万 | 0.05% | 1,423 | -434 | -23.4% | -$4.91万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $15.96万 | 0.05% | 259 | 1 | 0.4% | $616 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $15.64万 | 0.05% | 157 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $15.56万 | 0.05% | 435 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $15.43万 | 0.05% | 1,107 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $15.24万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $15.23万 | 0.05% | 180 | 17 | 10.4% | $1.44万 | 加仓 |
| MGK | VANGUARD WORLD FD | $15.21万 | 0.05% | 414 | -160 | -27.9% | -$5.88万 | 减仓 |
| LOW | LOWES COS INC | $14.34万 | 0.05% | 607 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $14.21万 | 0.05% | 1,639 | 2 | 0.1% | $173 | 加仓 |
| CHAT | TIDAL TRUST II | $14.09万 | 0.05% | 2,278 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $13.76万 | 0.05% | 2,148 | 528 | 32.6% | $3.38万 | 加仓 |
| PGR | PROGRESSIVE CORP | $13.58万 | 0.05% | 685 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $13.39万 | 0.04% | 314 | 170 | 118.1% | $7.25万 | 加仓 |
| IUSG | ISHARES TR | $13.10万 | 0.04% | 845 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $13.08万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $12.53万 | 0.04% | 616 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $12.39万 | 0.04% | 797 | 1 | 0.1% | $155 | 加仓 |
| UNP | UNION PAC CORP | $12.22万 | 0.04% | 504 | 3 | 0.6% | $727 | 加仓 |
| MA | MASTERCARD INCORPORATED | $11.43万 | 0.04% | 229 | 46 | 25.1% | $2.30万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $11.11万 | 0.04% | 1,849 | 10 | 0.5% | $601 | 加仓 |
| GE | GE AEROSPACE | $10.98万 | 0.04% | 387 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $10.96万 | 0.04% | 539 | 3 | 0.6% | $610 | 加仓 |
| CMCSA | COMCAST CORP NEW | $10.93万 | 0.04% | 3,806 | -56 | -1.5% | -$1,608 | 减仓 |
| VMC | VULCAN MATLS CO | $10.89万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $10.70万 | 0.04% | 1,857 | 9 | 0.5% | $519 | 加仓 |
| VHT | VANGUARD WORLD FD | $10.24万 | 0.03% | 376 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS INC | $9.98万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $9.93万 | 0.03% | 929 | 6 | 0.7% | $641 | 加仓 |
| WM | WASTE MGMT INC DEL | $9.78万 | 0.03% | 426 | 2 | 0.5% | $459 | 加仓 |
| KLAC | KLA CORP | $9.72万 | 0.03% | 66 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $9.00万 | 0.03% | 794 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $8.66万 | 0.03% | 536 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $8.38万 | 0.03% | 96 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $8.35万 | 0.03% | 1,190 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $8.33万 | 0.03% | 636 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $8.32万 | 0.03% | 1,600 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $8.21万 | 0.03% | 1,458 | 3 | 0.2% | $169 | 加仓 |
| VPU | VANGUARD WORLD FD | $8.18万 | 0.03% | 413 | 3 | 0.7% | $594 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $8.11万 | 0.03% | 468 | 3 | 0.6% | $520 | 加仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $8.07万 | 0.03% | 7,365 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $8.06万 | 0.03% | 1,979 | 17 | 0.9% | $692 | 加仓 |
| COP | CONOCOPHILLIPS | $8.04万 | 0.03% | 609 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $7.85万 | 0.03% | 396 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $7.73万 | 0.03% | 559 | 2 | 0.4% | $276 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $7.60万 | 0.03% | 272 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $7.58万 | 0.03% | 1,043 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $7.53万 | 0.03% | 1,661 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $7.49万 | 0.03% | 251 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $7.32万 | 0.02% | 690 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $7.27万 | 0.02% | 723 | 1 | 0.1% | $101 | 加仓 |
| SNA | SNAP ON INC | $7.26万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $7.13万 | 0.02% | 1,352 | -35 | -2.5% | -$1,847 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $6.83万 | 0.02% | 1,695 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $6.58万 | 0.02% | 401 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $6.51万 | 0.02% | 153 | -15 | -8.9% | -$6,380 | 减仓 |
| URI | UNITED RENTALS INC | $6.48万 | 0.02% | 89 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $6.39万 | 0.02% | 590 | 1 | 0.2% | $108 | 加仓 |
| PSX | PHILLIPS 66 | $6.38万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $6.14万 | 0.02% | 203 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $6.06万 | 0.02% | 874 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $5.87万 | 0.02% | 1,087 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $5.64万 | 0.02% | 215 | 1 | 0.5% | $262 | 加仓 |
| Q | QNITY ELECTRONICS INC | $5.62万 | 0.02% | 487 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $5.45万 | 0.02% | 181 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $5.42万 | 0.02% | 636 | 3 | 0.5% | $255 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5.23万 | 0.02% | 1,539 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $5.18万 | 0.02% | 76 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $5.03万 | 0.02% | 1,110 | 0 | 0.0% | — | 不变 |