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Williams Jones Wealth Management, LLC.
报告期 2026-03-31 · CIK 0001788587
持仓数
515
前50大市值合计
$6.61B
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
AAPL
APPLE INC COM
CS
$532.5M
2,098,040
8.1%
GOOGL
ALPHABET INC CAP STK CL A
CS
$452.6M
1,574,102
6.8%
COST
COSTCO WHSL CORP NEW COM
CS
$425.3M
426,863
6.4%
MSFT
MICROSOFT CORP COM
CS
$360.7M
974,320
5.5%
NVDA
NVIDIA CORP COM
CS
$338.5M
1,941,198
5.1%
V
VISA INC COM CL A
CS
$325.2M
1,076,057
4.9%
AMZN
AMAZON COM INC COM
CS
$234.7M
1,126,687
3.5%
ECL
ECOLAB INC COM
CS
$192.3M
723,014
2.9%
TJX
TJX COS INC NEW COM
CS
$187.1M
1,171,680
2.8%
—
EATON CORP PLC SHS
CS
$183.4M
512,646
2.8%
AVGO
BROADCOM INC
CS
$178.2M
575,837
2.7%
JPM
JPMORGAN CHASE & CO COM
CS
$170.9M
580,888
2.6%
IDXX
IDEXX LABS INC COM
CS
$148.1M
263,513
2.2%
GOOG
ALPHABET INC CAP STK CL C
CS
$146.0M
508,899
2.2%
MTD
METTLER TOLEDO INTERNATIONAL C
CS
$135.6M
107,488
2.1%
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
CS
$124.2M
259,278
1.9%
INTU
INTUIT COM
CS
$122.2M
282,597
1.8%
ORLY
O REILLY AUTOMOTIVE INC NEW CO
CS
$117.4M
1,271,426
1.8%
ADP
AUTOMATIC DATA PROCESSING INC
CS
$109.6M
539,625
1.7%
APH
AMPHENOL CORP NEW CL A
CS
$103.4M
818,200
1.6%
SHW
SHERWIN-WILLIAMS CO
CS
$100.3M
312,764
1.5%
ISRG
INTUITIVE SURGICAL INC COM NEW
CS
$98.8M
214,327
1.5%
DOV
DOVER CORPORATION (Special)
SB
$98.6M
472,842
1.5%
JNJ
JOHNSON & JOHNSON COM
CS
$92.9M
380,130
1.4%
IGSB
ISHARES SHORT-TERM CORP B
ETF
$92.0M
1,750,360
1.4%
DHR
DANAHER CORP DEL COM
CS
$88.2M
465,440
1.3%
—
STERIS PLC SHS USD
CS
$83.8M
378,777
1.3%
CIEN
CIENA CORP COM NEW
CS
$83.4M
214,693
1.3%
UBER
UBER TECHNOLOGIES INC COM
CS
$83.0M
1,154,197
1.3%
PWR
QUANTA SVCS INC COM
CS
$81.4M
148,289
1.2%
LLY
LILLY ELI & CO COM
CS
$79.1M
85,949
1.2%
ATR
APTARGROUP INC COM
CS
$74.0M
587,336
1.1%
APO
APOLLO GLOBAL MGMT INC COM CL
CS
$70.3M
630,836
1.1%
VRT
VERTIV HOLDINGS CO-A
CS
$68.6M
273,950
1.0%
CTAS
CINTAS CORP COM
CS
$63.8M
377,453
1.0%
—
ALCON AG ORD SHS
CS
$61.3M
813,900
0.9%
HD
HOME DEPOT INC COM
CS
$60.3M
183,488
0.9%
LRCX
LAM RESEARCH CORP COM
CS
$58.6M
274,069
0.9%
IAU
ISHARES COMEX GOLD TR ISHARES
CS
$57.9M
656,355
0.9%
META
META PLATFORMS INC
CS
$57.1M
99,809
0.9%
EPD
ENTERPRISE PRODS PARTNERS L P
CS
$56.7M
1,498,970
0.9%
BX
BLACKSTONE GROUP INC
CS
$55.5M
482,767
0.8%
GS
GOLDMAN SACHS GROUP INC
CS
$54.2M
64,118
0.8%
IBM
INTERNATIONAL BUSINESS MACHS C
CS
$53.9M
222,562
0.8%
—
EXXON MOBIL CORP COM
CS
$53.0M
312,428
0.8%
ZTS
ZOETIS INC CL A
CS
$43.1M
364,658
0.7%
PEP
PEPSICO INC COM
CS
$41.8M
269,423
0.6%
AMGN
AMGEN INC COM
CS
$39.1M
111,037
0.6%
AXP
AMERICAN EXPRESS CO COM
CS
$37.7M
124,502
0.6%
ONEXF
ONEX CORP SUB VTG
CS
$36.0M
493,214
0.5%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
37%
前 6 大占比
AAPL
8.1%
GOOGL
6.8%
COST
6.4%
MSFT
5.5%
NVDA
5.1%
V
4.9%
Williams Jones Wealth Management, LLC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
其他
63.2%
