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 |
|---|---|---|---|---|---|---|---|---|
| EFV | ISHARES TR | $1,755 | 0.00% | 23 | 1 | 4.5% | $76 | 加仓 |
| KR | KROGER CO | $1,499 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $1,419 | 0.00% | 300 | 300 | — | $1,419 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $1,165 | 0.00% | 12 | 12 | — | $1,165 | 新建仓 |
| KHC | KRAFT HEINZ CO | $1,157 | 0.00% | 49 | 3 | 6.5% | $71 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,075 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $914 | 0.00% | 7 | 7 | — | $914 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $899 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $854 | 0.00% | 12 | -12 | -50.0% | -$854 | 减仓 |
| UFO | PROCURE ETF TRUST II | $811 | 0.00% | 16 | 16 | — | $811 | 新建仓 |
| CVS | CVS HEALTH CORP | $724 | 0.00% | 7 | 7 | — | $724 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $389 | 0.00% | 2 | 2 | — | $389 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $301 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $192 | 0.00% | 11 | 11 | — | $192 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $133 | 0.00% | 5 | 5 | — | $133 | 新建仓 |
| USPX | FRANKLIN TEMPLETON ETF TR | $131 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $95 | 0.00% | 6 | 6 | — | $95 | 新建仓 |
| GTN | GRAY MEDIA INC | $71 | 0.00% | 18 | 18 | — | $71 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $64 | 0.00% | 1 | 1 | — | $64 | 新建仓 |
| — | INSEEGO CORP | $21 | 0.00% | 2 | 2 | — | $21 | 新建仓 |
| — | LANDS END INC NEW | $10 | 0.00% | 1 | 1 | — | $10 | 新建仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -251 | -100.0% | -$7.49万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -874 | -100.0% | -$6.06万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -602 | -100.0% | -$3.69万 | 清仓 |
| RGA | REINSURANCE GROUP AMER INC | $0 | 0.00% | 0 | -71 | -100.0% | -$1.45万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -8 | -100.0% | -$7,694 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -20 | -100.0% | -$4,788 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -21 | -100.0% | -$3,982 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -35 | -100.0% | -$3,659 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -48 | -100.0% | -$3,130 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -6 | -100.0% | -$2,594 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -20 | -100.0% | -$2,390 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -13 | -100.0% | -$2,112 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -24 | -100.0% | -$1,591 | 清仓 |
| NWN | NORTHWEST NAT HLDG CO | $0 | 0.00% | 0 | -1 | -100.0% | -$52 | 清仓 |