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 |
|---|---|---|---|---|---|---|---|---|
| — | ETF SER SOLUTIONS | $4.88万 | 0.02% | 1,022 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $4.81万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $4.71万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $4.68万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $4.40万 | 0.01% | 1,264 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $4.39万 | 0.01% | 324 | -652 | -66.8% | -$8.84万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $4.33万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $4.32万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $4.17万 | 0.01% | 389 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $4.07万 | 0.01% | 208 | -205 | -49.6% | -$4.01万 | 减仓 |
| MMM | 3M CO | $3.93万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $3.88万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $3.87万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $3.81万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $3.81万 | 0.01% | 817 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $3.70万 | 0.01% | 590 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $3.68万 | 0.01% | 1,271 | 3 | 0.2% | $87 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3.60万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $3.52万 | 0.01% | 1,113 | 3 | 0.3% | $95 | 加仓 |
| VXF | VANGUARD INDEX FDS | $3.51万 | 0.01% | 143 | 1 | 0.7% | $246 | 加仓 |
| CTVA | CORTEVA INC | $3.50万 | 0.01% | 413 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $3.49万 | 0.01% | 606 | 2 | 0.3% | $115 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.49万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $3.48万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $3.40万 | 0.01% | 487 | 0 | 0.0% | — | 不变 |
| — | RLJ LODGING TR | $3.33万 | 0.01% | 1,358 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $3.26万 | 0.01% | 319 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $3.24万 | 0.01% | 1,985 | 2 | 0.1% | $33 | 加仓 |
| TSLA | TESLA INC | $3.24万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $3.15万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $3.11万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3.07万 | 0.01% | 346 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $2.98万 | 0.01% | 716 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $2.98万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $2.95万 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $2.69万 | 0.01% | 561 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.67万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $2.66万 | 0.01% | 401 | 4 | 1.0% | $265 | 加仓 |
| — | ELECTRONIC ARTS INC | $2.58万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $2.53万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $2.51万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $2.51万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $2.50万 | 0.01% | 349 | -117 | -25.1% | -$8,366 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $2.49万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $2.48万 | 0.01% | 783 | 6 | 0.8% | $190 | 加仓 |
| MPC | MARATHON PETE CORP | $2.48万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $2.48万 | 0.01% | 236 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $2.46万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $2.44万 | 0.01% | 597 | 1 | 0.2% | $41 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2.43万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $2.42万 | 0.01% | 85 | 85 | — | $2.42万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2.41万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $2.37万 | 0.01% | 84 | -97 | -53.6% | -$2.73万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $2.36万 | 0.01% | 134 | 1 | 0.8% | $176 | 加仓 |
| WMB | WILLIAMS COS INC | $2.23万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2.20万 | 0.01% | 474 | 154 | 48.1% | $7,159 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2.19万 | 0.01% | 842 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $2.18万 | 0.01% | 61 | 1 | 1.7% | $358 | 加仓 |
| MS | MORGAN STANLEY | $2.09万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $2.08万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $1.99万 | 0.01% | 727 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $1.95万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $1.91万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.90万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $1.84万 | 0.01% | 149 | 6 | 4.2% | $742 | 加仓 |
| NKE | NIKE INC | $1.81万 | 0.01% | 441 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $1.75万 | 0.01% | 734 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.75万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $1.74万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $1.72万 | 0.01% | 93 | -443 | -82.6% | -$8.21万 | 减仓 |
| STT | STATE STR CORP | $1.70万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $1.67万 | 0.01% | 270 | 4 | 1.5% | $248 | 加仓 |
| GM | GENERAL MTRS CO | $1.63万 | 0.01% | 211 | 64 | 43.5% | $4,933 | 加仓 |
| DBJP | DBX ETF TR | $1.62万 | 0.01% | 141 | 141 | — | $1.62万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1.51万 | 0.00% | 604 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $1.49万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $1.47万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.47万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $1.46万 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $1.43万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.39万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $1.37万 | 0.00% | 117 | 2 | 1.7% | $234 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1.36万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.36万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $1.35万 | 0.00% | 247 | 247 | — | $1.35万 | 新建仓 |
| IWS | ISHARES TR | $1.33万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $1.33万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $1.32万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $1.29万 | 0.00% | 52 | 52 | — | $1.29万 | 新建仓 |
| PBI | PITNEY BOWES INC | $1.26万 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $1.26万 | 0.00% | 128 | 2 | 1.6% | $197 | 加仓 |
| EFA | ISHARES TR | $1.23万 | 0.00% | 118 | 1 | 0.9% | $104 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.22万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $1.22万 | 0.00% | 178 | 178 | — | $1.22万 | 新建仓 |
| CMI | CUMMINS INC | $1.21万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $1.18万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $1.18万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.18万 | 0.00% | 75 | -22 | -22.7% | -$3,447 | 减仓 |
| FDX | FEDEX CORP | $1.16万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.15万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |