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Jackson, Grant Investment Advisers, Inc. · 13F 持仓分析
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Jackson, Grant Investment Advisers, Inc.

No.5550 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.22亿
环比变动 Q1 2026
+$2,250.8万+7.5%
持仓股票数
421
新买入
38
加仓
109
减仓
61
清仓
15
持股不变
213
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
13.39%12.9%$4,312.4万5.8万股$3,862.7万5.9万股-1,648股-2.77%减仓
I景顺交易所交易基金信托RSP
10.15%10%$3,267.2万15.4万股$2,995.0万15.6万股-2,497股-1.60%减仓
SSPDR道富系列信托SDY
8.04%8.55%$2,589.6万17.0万股$2,561.5万17.6万股-5,350股-3.05%减仓
V先锋领航·SPECIALIZED FUNDSVIG
7.17%7.18%$2,310.1万9.8万股$2,149.5万10.0万股-2,321股-2.32%减仓
V先锋领航·MIDVO
5.22%4.95%$1,679.9万20.8万股$1,483.7万5.2万股+15.7万股+303.57%加仓
艾伯维ABBV
2.37%2.22%$763.6万3.0万股$666.4万3.1万股-294股-0.96%减仓
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
2.34%2.61%$755.0万10.1万股$782.6万10.7万股-6,188股-5.78%减仓
微软MSFT
2.1%2.28%$676.9万1.8万股$682.9万1.8万股-302股-1.64%减仓
V先锋领航指数基金VOO
2.01%1.82%$647.9万9,434股$545.6万9,131股+303股+3.32%加仓
S道富SPYM
1.96%1.84%$631.8万7.2万股$549.8万7.2万股+61股+0.08%加仓
苹果AAPL
1.85%1.76%$597.2万2.1万股$527.7万2.1万股-152股-0.73%减仓
IiShares安硕信托DVY
1.69%1.94%$544.9万3.5万股$581.9万3.8万股-3,570股-9.29%减仓
IiShares安硕信托AGG
1.59%1.73%$512.0万5.2万股$516.9万5.2万股-344股-0.66%减仓
IiShares安硕信托IVV
1.51%1.42%$484.7万6,473股$425.5万6,514股-41股-0.63%减仓
宝洁PG
1.21%1.33%$388.9万2.7万股$397.8万2.8万股-1,024股-3.72%减仓
IiShares安硕信托PFF
1.2%1.32%$387.2万12.7万股$395.8万13.1万股-3,518股-2.70%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.19%1.18%$381.8万2.4万股$353.4万2.4万股-35股-0.15%减仓
SSPDR行业精选信托XLY
1.17%1.16%$375.4万3.2万股$348.4万3.2万股+36股+0.11%加仓
强生JNJ
1.07%1.12%$344.2万1.4万股$336.6万1.4万股-215股-1.56%减仓
G通用动力VTI
1.04%0.97%$335.0万9,052股$290.9万9,068股-16股-0.18%减仓
SSPDR道富系列信托SPTM
1.03%0.92%$332.6万3.7万股$275.8万3.5万股+1,748股+5.01%加仓
TJXTJX
1.02%1.17%$329.5万2.2万股$349.6万2.2万股-140股-0.64%减仓
IiShares安硕·RUSSELLIWM
1.01%0.79%$324.2万1.1万股$236.4万9,534股+1,257股+13.18%加仓
PProShares信托NOBL
0.94%1.06%$302.8万5.4万股$317.1万3.0万股+2.4万股+80.27%加仓
礼来LLY
0.78%0.79%$252.1万2,102股$236.1万2,567股-465股-18.11%减仓
SSPDR行业精选信托XLK
0.77%0.57%$247.1万1.3万股$170.2万1.3万股+163股+1.27%加仓
I景顺QQQ信托VOO
0.73%0.62%$235.9万3,204股$184.9万3,204股00.00%持仓不变
沃尔玛WMT
0.64%0.76%$207.6万1.8万股$227.7万1.8万股+6股+0.03%加仓
麦当劳MCD
0.64%0.79%$207.2万7,667股$237.0万7,627股+40股+0.52%加仓
埃克森美孚XOM
0.63%0.88%$203.2万1.5万股$263.5万1.6万股-674股-4.34%减仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.61%0.52%$195.0万4,949股$154.3万4,916股+33股+0.67%加仓
可口可乐KO
0.6%0.61%$194.5万2.4万股$181.7万2.4万股+38股+0.16%加仓
康宁GLW
0.6%0.34%$191.6万7,502股$101.9万7,496股+6股+0.08%加仓
V先锋领航指数基金VUG
0.59%0.54%$191.5万2.2万股$161.8万3,704股+1.9万股+500.27%加仓
伯克希尔哈撒韦BRK.B
0.56%0.59%$180.1万3,599股$176.4万3,680股-81股-2.20%减仓
SSPDR道富系列信托SPYG
0.53%0.46%$169.2万1.4万股$139.0万1.4万股+20股+0.14%加仓
IiShares安硕信托HDV
0.51%0.54%$164.9万6.0万股$162.2万1.2万股+4.8万股+403.32%加仓
艾默生电气EMR
0.51%0.51%$163.4万1.1万股$153.1万1.2万股-273股-2.34%减仓
默沙东MRK
0.5%0.5%$161.0万1.3万股$150.2万1.2万股+49股+0.39%加仓
伯克希尔哈撒韦BRK.A
0.47%0.48%$149.8万2股$143.6万2股00.00%持仓不变
亚马逊AMZN
0.46%0.33%$149.0万6,253股$98.2万4,713股+1,540股+32.68%加仓
SSPDR行业精选信托XLF
0.45%0.47%$144.7万2.7万股$142.1万2.9万股-1,779股-6.18%减仓
英伟达NVDA
0.44%0.41%$143.0万7,147股$122.9万7,045股+102股+1.45%加仓
迪尔DE
0.41%0.39%$132.0万2,081股$117.2万2,081股00.00%持仓不变
V先锋领航全球基金VGT
0.37%0.39%$120.6万1.0万股$116.2万1,666股+8,427股+505.82%加仓
阿斯麦ASML
0.36%0.26%$115.2万579股$76.5万579股00.00%持仓不变
IiShares安硕信托IWC
0.34%0.29%$110.9万5,545股$88.3万5,534股+11股+0.20%加仓
AAlphabet Inc Class CGOOG
0.34%0.29%$109.2万3,091股$88.1万3,071股+20股+0.65%加仓
V先锋领航指数基金VTV
0.32%0.31%$104.1万4,778股$93.6万4,769股+9股+0.19%加仓
谷歌AGOOGL
0.32%0.28%$102.6万2,871股$82.5万2,869股+2股+0.07%加仓

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