Jackson, Grant Investment Advisers, Inc. 13F 持仓 · 2026年Q2
Jackson, Grant Investment Advisers 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 421 只证券，申报市值合计 3.22 亿美元。前几大持仓：SPY（13.39%）、RSP（10.15%）、SDY（8.04%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $43.1M | 13.39% | 57,747 | 减持 |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $32.7M | 10.15% | 153,555 | 减持 |
| 3 | SDY | SPDR SERIES TRUST | $25.9M | 8.04% | 170,164 | 减持 |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $23.1M | 7.17% | 97,629 | 减持 |
| 5 | VO | VANGUARD INDEX FDS | $16.8M | 5.22% | 208,499 | 增持 |
| 6 | ABBV | ABBVIE INC | $7.6M | 2.37% | 30,346 | 减持 |
| 7 | SPLV | INVESCO EXCH TRADED FD TR II | $7.6M | 2.34% | 100,808 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $6.8M | 2.10% | 18,146 | 减持 |
| 9 | VOO | VANGUARD INDEX FDS | $6.5M | 2.01% | 9,434 | 增持 |
| 10 | SPYM | SPDR SERIES TRUST | $6.3M | 1.96% | 71,895 | 增持 |
| 11 | AAPL | APPLE INC | $6.0M | 1.85% | 20,639 | 减持 |
| 12 | DVY | ISHARES TR | $5.4M | 1.69% | 34,863 | 减持 |
| 13 | AGG | ISHARES TR | $5.1M | 1.59% | 51,731 | 减持 |
| 14 | IVV | ISHARES TR | $4.8M | 1.51% | 6,473 | 减持 |
| 15 | PG | PROCTER & GAMBLE CO | $3.9M | 1.21% | 26,520 | 减持 |
| 16 | PFF | ISHARES TR | $3.9M | 1.20% | 127,007 | 减持 |
| 17 | XLV | SELECT SECTOR SPDR TR | $3.8M | 1.19% | 24,067 | 减持 |
| 18 | XLY | SELECT SECTOR SPDR TR | $3.8M | 1.17% | 32,008 | 增持 |
| 19 | JNJ | JOHNSON & JOHNSON | $3.4M | 1.07% | 13,554 | 减持 |
| 20 | VTI | VANGUARD INDEX FDS | $3.3M | 1.04% | 9,052 | 减持 |
| 21 | SPTM | SPDR SERIES TRUST | $3.3M | 1.03% | 36,635 | 增持 |
| 22 | TJX | TJX COS INC NEW | $3.3M | 1.02% | 21,750 | 减持 |
| 23 | IWM | ISHARES TR | $3.2M | 1.01% | 10,791 | 增持 |
| 24 | NOBL | PROSHARES TR | $3.0M | 0.94% | 53,925 | 增持 |
| 25 | LLY | ELI LILLY & CO | $2.5M | 0.78% | 2,102 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR