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 |
|---|---|---|---|---|---|---|---|---|
| USRT | ISHARES TR | $26.70万 | 0.08% | 4,018 | 3 | 0.1% | $199 | 加仓 |
| SMDV | PROSHARES TR | $26.53万 | 0.08% | 3,444 | 1 | 0.0% | $77 | 加仓 |
| IJS | ISHARES TR | $25.91万 | 0.08% | 1,896 | 8 | 0.4% | $1,093 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $24.97万 | 0.08% | 6,206 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $24.96万 | 0.08% | 2,880 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $24.33万 | 0.08% | 687 | 1 | 0.1% | $354 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $23.55万 | 0.07% | 2,145 | 19 | 0.9% | $2,086 | 加仓 |
| IJR | ISHARES TR | $23.17万 | 0.07% | 1,562 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $23.13万 | 0.07% | 855 | 0 | 0.0% | — | 不变 |
| CHAT | TIDAL TRUST II | $22.48万 | 0.07% | 2,278 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $22.12万 | 0.07% | 2,311 | 16 | 0.7% | $1,531 | 加仓 |
| PAVE | GLOBAL X FDS | $22.10万 | 0.07% | 3,750 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $21.66万 | 0.07% | 2,587 | 12 | 0.5% | $1,005 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $21.57万 | 0.07% | 653 | 1 | 0.2% | $330 | 加仓 |
| VOE | VANGUARD INDEX FDS | $21.45万 | 0.07% | 1,086 | 5 | 0.5% | $988 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.41万 | 0.07% | 3,005 | 857 | 39.9% | $6.11万 | 加仓 |
| IJJ | ISHARES TR | $21.39万 | 0.07% | 1,448 | 5 | 0.3% | $739 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.19万 | 0.07% | 406 | 2 | 0.5% | $1,044 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $20.45万 | 0.06% | 1,600 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $20.35万 | 0.06% | 1,139 | 2 | 0.2% | $357 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.33万 | 0.06% | 3,529 | 13 | 0.4% | $749 | 加仓 |
| VBK | VANGUARD INDEX FDS | $19.94万 | 0.06% | 545 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $19.91万 | 0.06% | 660 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $19.86万 | 0.06% | 2,575 | 50 | 2.0% | $3,855 | 加仓 |
| MUB | ISHARES TR | $19.31万 | 0.06% | 1,794 | 1,104 | 160.0% | $11.88万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $19.12万 | 0.06% | 4,515 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $19.08万 | 0.06% | 2,376 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $18.60万 | 0.06% | 6,291 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $18.54万 | 0.06% | 435 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $18.20万 | 0.06% | 180 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $18.13万 | 0.06% | 576 | -7 | -1.2% | -$2,203 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $17.89万 | 0.06% | 254 | -5 | -1.9% | -$3,522 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $17.30万 | 0.05% | 401 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $16.66万 | 0.05% | 744 | -739 | -49.8% | -$16.55万 | 减仓 |
| AZO | AUTOZONE INC | $16.62万 | 0.05% | 52 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $16.45万 | 0.05% | 744 | 744 | — | $16.45万 | 新建仓 |
| PFE | PFIZER INC | $16.09万 | 0.05% | 6,680 | -1,698 | -20.3% | -$4.09万 | 减仓 |
| IUSG | ISHARES TR | $15.89万 | 0.05% | 845 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS INC | $15.80万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $15.61万 | 0.05% | 1,257 | 1 | 0.1% | $124 | 加仓 |
| MGK | VANGUARD WORLD FD | $15.25万 | 0.05% | 1,735 | -335 | -16.2% | -$2.94万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $15.02万 | 0.05% | 1,357 | -66 | -4.6% | -$7,304 | 减仓 |
| PGR | PROGRESSIVE CORP | $14.96万 | 0.05% | 685 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $14.82万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $14.69万 | 0.05% | 157 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $14.60万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $14.58万 | 0.05% | 390 | 3 | 0.8% | $1,121 | 加仓 |
| UNP | UNION PAC CORP | $13.77万 | 0.04% | 506 | 2 | 0.4% | $544 | 加仓 |
| TRI | THOMSON REUTERS CORP | $13.72万 | 0.04% | 1,680 | -149 | -8.1% | -$1.22万 | 减仓 |
| LOW | LOWES COS INC | $13.23万 | 0.04% | 600 | -7 | -1.2% | -$1,543 | 减仓 |
| GILD | GILEAD SCIENCES INC | $13.08万 | 0.04% | 1,035 | -72 | -6.5% | -$9,100 | 减仓 |
| ALL | ALLSTATE CORP | $12.94万 | 0.04% | 544 | -304 | -35.8% | -$7.23万 | 减仓 |
| YUM | YUM BRANDS INC | $12.84万 | 0.04% | 803 | 6 | 0.8% | $960 | 加仓 |
| VMC | VULCAN MATLS CO | $11.80万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $11.28万 | 0.04% | 96 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $11.24万 | 0.03% | 376 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $11.11万 | 0.03% | 794 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $10.43万 | 0.03% | 203 | -26 | -11.4% | -$1.34万 | 减仓 |
| URI | UNITED RENTALS INC | $10.08万 | 0.03% | 89 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $9.79万 | 0.03% | 1,861 | 12 | 0.6% | $631 | 加仓 |
| USB | US BANCORP | $9.67万 | 0.03% | 1,600 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $9.52万 | 0.03% | 427 | 1 | 0.2% | $223 | 加仓 |
| CMCSA | COMCAST CORP NEW | $9.34万 | 0.03% | 3,804 | -2 | -0.1% | -$49 | 减仓 |
| MDT | MEDTRONIC PLC | $9.32万 | 0.03% | 1,192 | -447 | -27.3% | -$3.50万 | 减仓 |
| DGRO | ISHARES TR | $9.02万 | 0.03% | 1,190 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $8.99万 | 0.03% | 1,225 | -233 | -16.0% | -$1.71万 | 减仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $8.90万 | 0.03% | 7,365 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $8.80万 | 0.03% | 561 | 2 | 0.4% | $314 | 加仓 |
| IJK | ISHARES TR | $8.50万 | 0.03% | 724 | 1 | 0.1% | $117 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $8.15万 | 0.03% | 1,409 | -448 | -24.1% | -$2.59万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $8.08万 | 0.03% | 1,661 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $8.05万 | 0.02% | 636 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $8.05万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $7.97万 | 0.02% | 1,043 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $7.95万 | 0.02% | 487 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $7.84万 | 0.02% | 470 | 2 | 0.4% | $334 | 加仓 |
| B | BARRICK MNG CORP | $7.30万 | 0.02% | 1,986 | 7 | 0.4% | $257 | 加仓 |
| KEY | KEYCORP | $6.93万 | 0.02% | 3,007 | 3,007 | — | $6.93万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $6.87万 | 0.02% | 203 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $6.76万 | 0.02% | 272 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $6.54万 | 0.02% | 216 | 1 | 0.5% | $303 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $6.49万 | 0.02% | 1,695 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $6.36万 | 0.02% | 307 | 2 | 0.7% | $414 | 加仓 |
| QCOM | QUALCOMM INC | $6.36万 | 0.02% | 344 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $6.33万 | 0.02% | 609 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $6.15万 | 0.02% | 1,352 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $6.08万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $6.06万 | 0.02% | 639 | 3 | 0.5% | $285 | 加仓 |
| PPG | PPG INDS INC | $6.04万 | 0.02% | 498 | -431 | -46.4% | -$5.23万 | 减仓 |
| IEMG | ISHARES INC | $6.01万 | 0.02% | 726 | 96 | 15.2% | $7,954 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $5.92万 | 0.02% | 264 | -275 | -51.0% | -$6.16万 | 减仓 |
| PSX | PHILLIPS 66 | $5.92万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $5.89万 | 0.02% | 1,087 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $5.67万 | 0.02% | 1,539 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $5.62万 | 0.02% | 138 | -15 | -9.8% | -$6,109 | 减仓 |
| TXN | TEXAS INSTRS INC | $5.54万 | 0.02% | 186 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $5.52万 | 0.02% | 592 | 2 | 0.3% | $187 | 加仓 |
| FSLR | FIRST SOLAR INC | $5.38万 | 0.02% | 228 | 228 | — | $5.38万 | 新建仓 |
| MET | METLIFE INC | $5.31万 | 0.02% | 628 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $5.31万 | 0.02% | 189 | 0 | 0.0% | — | 不变 |