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 |
|---|---|---|---|---|---|---|---|---|
| HPE | HEWLETT PACKARD ENTERPRISE C | $1.14万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1.13万 | 0.00% | 157 | 14 | 9.8% | $1,010 | 加仓 |
| APH | AMPHENOL CORP | $1.13万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $1.12万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $1.12万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.11万 | 0.00% | 196 | 5 | 2.6% | $282 | 加仓 |
| SHEL | SHELL PLC | $1.10万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $1.10万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $1.09万 | 0.00% | 113 | -3,337 | -96.7% | -$32.18万 | 减仓 |
| EWG | ISHARES INC | $1.08万 | 0.00% | 260 | 260 | — | $1.08万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $1.06万 | 0.00% | 318 | 318 | — | $1.06万 | 新建仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $1.05万 | 0.00% | 230 | 230 | — | $1.05万 | 新建仓 |
| PPL | PPL CORP | $1.04万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $1.01万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $9,906 | 0.00% | 749 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $9,860 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $9,812 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $9,523 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $9,427 | 0.00% | 466 | 466 | — | $9,427 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $9,176 | 0.00% | 125 | -12,270 | -99.0% | -$90.07万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $8,941 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $8,912 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $8,776 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $8,730 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $8,589 | 0.00% | 89 | 1 | 1.1% | $97 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $8,523 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $8,499 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $8,442 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $8,320 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $8,184 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $7,848 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $7,667 | 0.00% | 17 | 5 | 41.7% | $2,255 | 加仓 |
| IWP | ISHARES TR | $7,613 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $7,520 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $7,454 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $7,258 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $7,128 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $7,010 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SRVR | PACER FDS TR | $6,766 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $6,602 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $6,554 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $6,385 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $6,332 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $6,222 | 0.00% | 50 | -346 | -87.4% | -$4.31万 | 减仓 |
| G | GENPACT LIMITED | $6,188 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| OABI | OMNIAB INC | $6,027 | 0.00% | 2,450 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $5,941 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $5,926 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $5,888 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $5,759 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $5,726 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $5,721 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $5,551 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $5,540 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $5,474 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $5,405 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $5,217 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| PTMC | PACER FDS TR | $5,103 | 0.00% | 122 | 122 | — | $5,103 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $5,040 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $5,019 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $4,944 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $4,922 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $4,785 | 0.00% | 131 | 131 | — | $4,785 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,772 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $4,649 | 0.00% | 196 | 1 | 0.5% | $24 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $4,613 | 0.00% | 27 | 27 | — | $4,613 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $4,533 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $4,513 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $4,355 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $4,284 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $4,082 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $4,069 | 0.00% | 113 | -3 | -2.6% | -$108 | 减仓 |
| ADI | ANALOG DEVICES INC | $3,972 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $3,949 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $3,801 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $3,629 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $3,585 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $3,566 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $3,393 | 0.00% | 67 | 1 | 1.5% | $51 | 加仓 |
| UL | UNILEVER PLC | $3,126 | 0.00% | 52 | 52 | — | $3,126 | 新建仓 |
| CI | THE CIGNA GROUP | $3,032 | 0.00% | 11 | -19 | -63.3% | -$5,237 | 减仓 |
| OKE | ONEOK INC NEW | $2,869 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $2,794 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $2,737 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $2,719 | 0.00% | 50 | 50 | — | $2,719 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $2,718 | 0.00% | 18 | 18 | — | $2,718 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $2,660 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $2,639 | 0.00% | 33 | 33 | — | $2,639 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $2,387 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $2,365 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $2,265 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $2,168 | 0.00% | 156 | 156 | — | $2,168 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $2,159 | 0.00% | 106 | 106 | — | $2,159 | 新建仓 |
| EMB | ISHARES TR | $2,025 | 0.00% | 21 | 21 | — | $2,025 | 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 |
| XYZ | BLOCK INC | $1,900 | 0.00% | 25 | 25 | — | $1,900 | 新建仓 |
| HAL | HALLIBURTON CO | $1,833 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,831 | 0.00% | 10 | 10 | — | $1,831 | 新建仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $1,811 | 0.00% | 85 | 0 | 0.0% | — | 不变 |