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 |
|---|---|---|---|---|---|---|---|---|
| RY | ROYAL BK CDA | $4.94万 | 0.02% | 305 | 2 | 0.7% | $324 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $4.85万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $4.70万 | 0.02% | 1,264 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $4.47万 | 0.01% | 976 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $4.44万 | 0.01% | 628 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $4.43万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $4.40万 | 0.01% | 630 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $4.31万 | 0.01% | 1,022 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $4.31万 | 0.01% | 389 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $4.13万 | 0.01% | 487 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $4.00万 | 0.01% | 817 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3.95万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $3.76万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $3.74万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $3.72万 | 0.01% | 1,983 | 1,983 | — | $3.72万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3.72万 | 0.01% | 189 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $3.69万 | 0.01% | 602 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $3.61万 | 0.01% | 186 | -483 | -72.2% | -$9.39万 | 减仓 |
| DOV | DOVER CORP | $3.60万 | 0.01% | 173 | 1 | 0.6% | $208 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $3.59万 | 0.01% | 466 | 2 | 0.4% | $154 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $3.55万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $3.52万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $3.46万 | 0.01% | 413 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $3.41万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3.38万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| — | RLJ LODGING TR | $3.27万 | 0.01% | 1,358 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $3.20万 | 0.01% | 271 | -98 | -26.6% | -$1.16万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $3.18万 | 0.01% | 1,268 | 4 | 0.3% | $100 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $3.12万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $3.08万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $3.03万 | 0.01% | 727 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $3.00万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $2.94万 | 0.01% | 590 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $2.93万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $2.92万 | 0.01% | 604 | 2 | 0.3% | $97 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $2.91万 | 0.01% | 596 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2.86万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $2.86万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2.86万 | 0.01% | 319 | 200 | 168.1% | $1.79万 | 加仓 |
| SMH | VANECK ETF TRUST | $2.81万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $2.69万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $2.68万 | 0.01% | 716 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.64万 | 0.01% | 346 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $2.60万 | 0.01% | 134 | 134 | — | $2.60万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $2.58万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $2.57万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2.53万 | 0.01% | 842 | -7 | -0.8% | -$210 | 减仓 |
| TRP | TC ENERGY CORP | $2.48万 | 0.01% | 397 | 4 | 1.0% | $250 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.47万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $2.45万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $2.38万 | 0.01% | 777 | 7 | 0.9% | $215 | 加仓 |
| MPC | MARATHON PETE CORP | $2.37万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2.33万 | 0.01% | 441 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $2.27万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $2.18万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $2.16万 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $2.14万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $2.06万 | 0.01% | 561 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2.05万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $2.01万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $1.99万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $1.92万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $1.89万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.81万 | 0.01% | 97 | 75 | 340.9% | $1.40万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $1.79万 | 0.01% | 133 | 1 | 0.8% | $135 | 加仓 |
| HACK | AMPLIFY ETF TR | $1.77万 | 0.01% | 236 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $1.68万 | 0.01% | 734 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.65万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1.65万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $1.64万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $1.63万 | 0.01% | 266 | -17 | -6.0% | -$1,041 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $1.52万 | 0.01% | 143 | -1,190 | -89.3% | -$12.61万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $1.49万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.45万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $1.45万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.43万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $1.43万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.41万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $1.41万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $1.41万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $1.33万 | 0.00% | 115 | 1 | 0.9% | $115 | 加仓 |
| SHEL | SHELL PLC | $1.32万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.32万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1.31万 | 0.00% | 604 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $1.29万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $1.27万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.22万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $1.20万 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $1.19万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $1.18万 | 0.00% | 81 | 53 | 189.3% | $7,702 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1.14万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1.14万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $1.13万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $1.12万 | 0.00% | 749 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $1.11万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.11万 | 0.00% | 205 | 205 | — | $1.11万 | 新建仓 |
| GM | GENERAL MTRS CO | $1.10万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $1.09万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.08万 | 0.00% | 191 | 3 | 1.6% | $170 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.08万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |