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Williams Jones Wealth Management, LLC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Williams Jones Wealth Management, LLC.
报告期 2026-03-31 · CIK 0001788587
持仓数
515
前50大市值合计
$6.61B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 9
增持 52
减持 82
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
COST
COSTCO WHSL CORP NEW COM
+$37.6M
529,207
+5%
减持
V
VISA INC COM CL A
-$24.4M
1,245,474
-4%
减持
—
CLARIVATE PLC ORD SHS
-$24.3M
2,494,176
-13%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
IDXX
IDEXX LABS INC COM
-$16.3M
416,955
-4%
建仓
PWR
QUANTA SVCS INC COM
+$16.2M
142,033
增持
CCI
CROWN CASTLE INTL CORP
-$16.1M
817,579
+1%
增持
ATR
APTARGROUP INC COM
-$16.1M
842,793
+2%
减持
DHR
DANAHER CORP DEL COM
+$16.0M
473,127
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
+$15.9M
251,291
-1%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$14.8M
68,402
-1%
减持
—
ACCENTURE PLC IRELAND SHS CLAS
+$14.5M
594,436
-0%
增持
—
ALCON AG ORD SHS
+$14.5M
1,418,707
+0%
减持
INTU
INTUIT COM
+$11.8M
258,710
-1%
减持
AAPL
APPLE INC COM
+$9.9M
2,442,825
-0%
减持
BX
BLACKSTONE GROUP INC
+$9.6M
615,939
-4%
增持
PYPL
PAYPAL HLDGS INC COM
-$9.5M
362,663
+2%
减持
TTD
THE TRADE DESK INC COM CL A
-$9.5M
1,140,809
-2%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$9.3M
1,016,844
-2%
减持
FTNT
FORTINET INC COM
+$9.2M
186,788
-2%
减持
EL
LAUDER ESTEE COS INC CL A
-$8.6M
453,952
-0%
减持
MSFT
MICROSOFT CORP COM
+$8.2M
797,573
-0%
减持
WEX
WEX INC COM
-$7.6M
198,900
-9%
减持
—
AON PLC CLASS-A ORDINARY SHARE
-$7.0M
118,468
-31%
增持
MSCI
MSCI INC COM
+$6.7M
59,152
+8%
减持
MTD
METTLER TOLEDO INTERNATIONAL C
-$6.2M
138,398
-3%
减持
ZTS
ZOETIS INC CL A
+$5.9M
976,978
-1%
增持
AMZN
AMAZON COM INC COM
-$5.6M
44,632
+1%
增持
—
EATON CORP PLC SHS
+$5.5M
122,413
+41%
建仓
GXO
GXO LOGISTICS INCORPORATED COM
+$5.3M
67,713
减持
—
KANSAS CITY SOUTHERN COM NEW
-$5.1M
2,760
-87%
减持
JPM
JPMORGAN CHASE & CO COM
+$4.8M
592,863
-0%
增持
CRM
SALESFORCE COM INC COM
+$4.6M
155,883
+1%
增持
HD
HOME DEPOT INC COM
+$4.6M
294,407
+2%
建仓
DXCM
DEXCOM INC COM
+$4.5M
8,231
减持
ARKK
ARK ETF TR INNOVATION ETF
-$4.5M
41,153
-40%
增持
MGNI
MAGNITE INC
-$4.4M
879,712
+2%
减持
GOOG
ALPHABET INC CAP STK CL C
+$4.0M
31,192
-1%
减持
ALB
ALBEMARLE CORP COM
+$3.9M
95,486
-5%
减持
TRIP
TRIPADVISOR INC COM
-$3.9M
90,095
-48%
减持
FIS
FIDELITY NATL INFORMATION SVCS
-$3.8M
118,517
-8%
增持
EPD
ENTERPRISE PRODS PARTNERS L P
-$3.8M
1,748,293
+1%
减持
Z
ZILLOW GROUP INC CL C CAP STK
-$3.5M
9,891
-72%
减持
RUN
SUNRUN INC COM
-$3.5M
169,110
-14%
减持
—
STERIS PLC SHS USD
-$3.4M
676,651
-1%
增持
FRCB
FIRST REPUBLIC BANK
+$3.4M
57,384
+39%
增持
DOV
DOVER CORPORATION (Special)
+$3.3M
632,696
+0%
减持
META
META PLATFORMS INC
-$3.3M
183,805
-3%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSOR
-$3.1M
11,995
-45%
增持
PFE
PFIZER INC COM
+$3.1M
156,865
+67%
减持
—
COLFAX CORP COM
-$2.9M
178,278
-27%
减持
JNJ
JOHNSON & JOHNSON COM
-$2.9M
885,667
-0%
增持
ROP
ROPER TECHNOLOGIES INC COM
-$2.8M
247,796
+3%
增持
HON
HONEYWELL INTL INC
+$2.8M
142,337
+14%
减持
MAPS
WM TECHNOLOGY INC
-$2.8M
530,194
-10%
增持
CTAS
CINTAS CORP COM
+$2.8M
85,973
+10%
增持
BALL
BALL CORP
+$2.6M
287,457
+0%
减持
—
VICTREX PLC
-$2.6M
738,000
-1%
增持
PEP
PEPSICO INC COM
+$2.6M
486,568
+2%
减持
FDX
FEDEX CORP COM
-$2.3M
19,287
-12%
增持
NKE
NIKE INC CL B
-$2.1M
291,789
+1%
减持
CL
COLGATE PALMOLIVE CO COM
-$2.1M
250,797
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
-$2.1M
213,764
-2%
增持
AMGN
AMGEN INC COM
-$2.0M
64,258
+0%
建仓
SPRO
SPERO THERAPEUTICS INC COM
+$1.9M
105,500
减持
APD
AIR PRODS & CHEMS INC COM
-$1.8M
27,825
-11%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$1.8M
636,581
-2%
增持
DIS
DISNEY WALT CO COM DISNEY
-$1.8M
290,046
+0%
增持
PLD
PROLOGIS INC COM
+$1.8M
162,167
+4%
减持
VEEV
VEEVA SYS INC CL A COM
-$1.7M
75,509
-0%
减持
KRE
SPDR SERIES TRUST S&P REGL BKG
-$1.7M
31,990
-46%
增持
NFLX
NETFLIX INC COM
+$1.7M
19,938
+0%
增持
ONEXF
ONEX CORP SUB VTG
+$1.6M
621,648
+7%
建仓
CMP
COMPASS MINERALS INTL INC COM
+$1.6M
25,390
减持
—
ALLEGION PLC ORD SHS
-$1.6M
183,045
-1%
减持
XBI
SPDR SER TR S&P BIOTECH
-$1.5M
112,024
-3%
增持
CYRX
CRYOPORT INC COM PAR $0.001
+$1.5M
364,353
+1%
增持
TMUS
T-MOBILE US INC COM
-$1.5M
92,014
+1%
减持
SYY
SYSCO CORP COM
-$1.5M
89,891
-18%
减持
TDOC
TELADOC INC COM
-$1.4M
22,070
-13%
增持
SHW
SHERWIN-WILLIAMS CO
+$1.4M
18,818
+33%
减持
—
EXXON MOBIL CORP COM
-$1.4M
193,207
-4%
清仓
—
1LIFE HEALTHCARE INC COM
-$1.4M
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$1.4M
71,715
-1%
增持
NVDA
NVIDIA CORP COM
+$1.4M
222,306
+298%
增持
PGR
PROGRESSIVE CORP OHIO COM
-$1.3M
208,017
+2%
减持
DT
DYNATRACE INC.
+$1.2M
103,115
-2%
增持
CMCSA
COMCAST CORP NEW CL A
-$1.2M
1,184,709
+0%
减持
GM
GENERAL MTRS CORP COM
-$1.2M
52,987
-21%
减持
—
MAGELLAN MIDSTREAM PARTNERS
-$1.2M
184,908
-6%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF
-$1.1M
44,059
-6%
增持
ABT
ABBOTT LABS COM
+$1.1M
224,560
+2%
减持
LOW
LOWES COS INC COM
+$1.1M
129,410
-0%
增持
LVMUY
LVMH MOET HENNESSY LOU VUITTON
+$1.1M
55,665
+27%
增持
TJX
TJX COS INC NEW COM
-$1.0M
1,385,962
+1%
增持
ORCL
ORACLE CORP COM
+$1.0M
108,014
+0%
减持
BMY
BRISTOL MYERS SQUIBB CO COM
-$1.0M
118,352
-1%
减持
XIFR
NEXTERA ENERGY PARTNERS LP COM
-$991.0K
534,750
-1%
减持
T
AT&T INC COM
-$978.0K
239,706
-7%
增持
—
APOLLO GLOBAL MGMT INC
+$951.0K
311,751
+6%
增持
FNV
FRANCO NEVADA CORP COM
-$910.0K
63,826
+1%
减持
DE
DEERE & CO COM
-$900.0K
16,628
-9%
减持
LLY
LILLY ELI & CO COM
-$894.0K
14,147
-22%
增持
—
MFA FINL INC COM
+$891.0K
1,998,616
+11%
减持
CSX
CSX CORP COM
-$868.0K
74,547
-22%
建仓
AVIR
ATEA PHARMACEUTICALS INC COM
+$864.0K
24,645
减持
BA
BOEING CO COM
-$859.0K
1,702
-67%
增持
—
CANADIAN PAC RY LTD COM
-$844.0K
80,375
+2%
增持
—
TALON METALS CORP-CAD
+$835.0K
9,588,879
+10%
减持
UNP
UNION PAC CORP COM
-$774.0K
21,759
-5%
增持
XOP
SPDR SERIES TRUST S&P OILGAS E
+$774.0K
12,000
+200%
减持
—
NXP SEMICONDUCTORS N V COM
-$772.0K
23,706
-10%
减持
TROW
PRICE T ROWE GROUP INC COM
-$746.0K
265,796
-1%
增持
—
FREYR BATTERY SA
+$737.0K
140,320
+115%
增持
APH
AMPHENOL CORP NEW CL A
+$727.0K
91,411
+5%
增持
—
JACOBS ENGR GROUP INC
+$725.0K
62,673
+10%
减持
—
WHITE MTNS INS GROUP LTD COM
-$716.0K
5,343
-5%
增持
MCHP
MICROCHIP TECHNOLOGY INC
+$716.0K
110,875
+2%
减持
DOW
DOW INC COM
-$716.0K
11,291
-48%
减持
DIA
SPDR DJIA
-$715.0K
90,607
-0%
减持
FCX
FREEPORT-MCMORAN INC.
-$705.0K
40,215
-26%
建仓
—
HYPERION METALS LIMITED
+$705.0K
833,334
清仓
ONLN
PROSHARES TR ONLINE RTL ETF
-$704.0K
0
-100%
减持
CI
CIGNA CORPORATION COM
-$667.0K
11,546
-8%
增持
AXP
AMERICAN EXPRESS CO COM
+$666.0K
139,171
+2%
减持
CVX
CHEVRON CORP NEW COM
-$638.0K
103,278
-3%
减持
—
EPIZYME INC COM
-$616.0K
87,800
-32%
减持
OGN
ORGANON & CO COMMON STOCK
-$605.0K
86,045
-24%
减持
HRL
HORMEL FOODS CORP
-$602.0K
84,791
-1%
减持
XYL
XYLEM INC COM
+$599.0K
166,068
-0%
增持
PH
PARKER HANNIFIN CORP
-$582.0K
21,777
+0%
清仓
—
LORDSTOWN MOTORS CORP COM CL A
-$580.0K
0
-100%
减持
—
DISCOVERY COMMUNICATIONS NEW S
-$571.0K
11,456
-59%
减持
GMAB
GENMAB A S SPONSORED ADR
+$571.0K
215,287
-1%
减持
—
GENMAB A/S SHS
+$558.0K
23,415
-1%
清仓
—
UNILEVER PLC SPON ADR NEW
-$552.0K
0
-100%
建仓
VGSLX
VANGUARD SPECIALIZED PORTFOLIO
+$542.0K
3,754
清仓
DVY
ISHARES TR SELECT DIVID ETF
-$517.0K
0
-100%
清仓
—
LARGO RESOURCES LTD
-$506.0K
0
-100%
减持
TGT
TARGET CORP COM
-$495.0K
9,826
-13%
减持
CSCO
CISCO SYS INC COM
+$492.0K
384,149
-0%
建仓
DASH
DOORDASH INC CL A
+$484.0K
2,352
减持
—
ATLAS AIR WORLDWIDE HLDGS INC
-$471.0K
8,000
-52%
增持
PFF
ISHARES TR U.S. PFD STK ETF
+$469.0K
19,291
+171%
增持
PNC
PNC FINL SVCS GROUP INC
+$452.0K
33,987
+5%
减持
RHHBY
ROCHE HLDG LTD SPONSORED ADR
-$450.0K
11,784
-44%
增持
PLUG
PLUG POWER INC COM
-$450.0K
53,790
+1%
减持
NMG
NOUVEAU MONDE GRAPHITE INC COM
-$444.0K
114,770
-17%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$443.0K
146,616
+0%
清仓
YUMC
YUM CHINA HLDGS INC COM
-$442.0K
0
-100%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRANC
-$438.0K
14,867
-8%
