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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 11
增持 77
减持 53
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
+$85.3M
2,426,745
-1%
减持
COST
COSTCO WHSL CORP NEW COM
+$61.1M
526,517
-1%
增持
—
ACCENTURE PLC IRELAND SHS CLAS
+$56.5M
594,935
+0%
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
ZTS
ZOETIS INC CL A
+$47.7M
972,908
-0%
减持
MTD
METTLER TOLEDO INTERNATIONAL C
+$42.7M
137,462
-1%
减持
MSFT
MICROSOFT CORP COM
+$41.2M
791,202
-1%
增持
EL
LAUDER ESTEE COS INC CL A
+$33.5M
458,227
+1%
增持
ADP
AUTOMATIC DATA PROCESSING INC
+$31.9M
645,444
+1%
增持
CCI
CROWN CASTLE INTL CORP
+$30.6M
825,414
+1%
增持
INTU
INTUIT COM
+$26.9M
258,795
+0%
增持
—
STERIS PLC SHS USD
+$26.6M
677,081
+0%
增持
HD
HOME DEPOT INC COM
+$25.8M
295,115
+0%
增持
PYPL
PAYPAL HLDGS INC COM
-$23.5M
375,549
+4%
建仓
APO
APOLLO GLOBAL MGMT INC COM CL
+$23.4M
323,026
减持
TMO
THERMO FISHER SCIENTIFIC INC C
+$23.3M
250,026
-1%
减持
TTD
THE TRADE DESK INC COM CL A
+$23.1M
1,127,222
-1%
减持
ECL
ECOLAB INC COM
+$22.8M
889,354
-0%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$21.5M
268,431
+8%
减持
V
VISA INC COM CL A
-$21.0M
1,183,299
-5%
清仓
—
APOLLO GLOBAL MGMT INC
-$19.2M
0
-100%
减持
NVDA
NVIDIA CORP COM
+$18.8M
220,554
-1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$15.7M
68,557
+0%
增持
TJX
TJX COS INC NEW COM
+$15.7M
1,411,445
+2%
减持
MKC
MCCORMICK & CO INC COM NON VTG
+$15.1M
1,008,932
-1%
减持
IDXX
IDEXX LABS INC COM
+$13.1M
413,710
-1%
增持
PEP
PEPSICO INC COM
+$12.8M
495,205
+2%
减持
DOV
DOVER CORPORATION (Special)
+$12.8M
612,008
-3%
减持
—
CLARIVATE PLC ORD SHS
-$11.8M
1,821,447
-27%
减持
FTNT
FORTINET INC COM
+$11.5M
183,895
-2%
减持
DHR
DANAHER CORP DEL COM
+$11.4M
472,536
-0%
增持
—
ALCON AG ORD SHS
+$10.5M
1,430,609
+1%
增持
JNJ
JOHNSON & JOHNSON COM
+$10.1M
895,298
+1%
减持
CMCSA
COMCAST CORP NEW CL A
-$9.3M
1,132,235
-4%
减持
WEX
WEX INC COM
-$8.9M
186,414
-6%
增持
NKE
NIKE INC CL B
+$7.9M
301,662
+3%
减持
GPN
GLOBAL PMTS INC COM
-$7.8M
17,871
-72%
增持
CTAS
CINTAS CORP COM
+$7.7M
91,261
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$7.5M
220,283
+3%
增持
—
EATON CORP PLC SHS
+$7.0M
145,977
+19%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$6.9M
147,059
+0%
减持
PLD
PROLOGIS INC COM
+$6.9M
161,694
-0%
建仓
OLPX
OLAPLEX HLDGS INC COM
+$6.8M
234,090
减持
LOW
LOWES COS INC COM
+$6.8M
127,906
-1%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$6.7M
61,270
-0%
减持
BX
BLACKSTONE GROUP INC
+$6.6M
604,945
-2%
增持
ABT
ABBOTT LABS COM
+$6.4M
233,717
+4%
减持
GOOG
ALPHABET INC CAP STK CL C
+$6.2M
30,888
-1%
增持
QQQ
INVESCO QQQ TRUST SERIES 1
+$5.7M
135,641
+1%
增持
MGNI
MAGNITE INC
-$5.3M
1,103,420
+25%
增持
ONEXF
ONEX CORP SUB VTG
+$5.3M
626,756
+1%
减持
MAPS
WM TECHNOLOGY INC
-$5.3M
402,313
-24%
增持
APD
AIR PRODS & CHEMS INC COM
+$5.2M
40,608
+46%
增持
XIFR
NEXTERA ENERGY PARTNERS LP COM
+$5.0M
536,536
+0%
建仓
COIN
COINBASE GLOBAL INC
+$5.0M
19,683
减持
RUN
SUNRUN INC COM
-$4.8M
76,281
-55%
清仓
ARKK
ARK ETF TR INNOVATION ETF
-$4.5M
0
-100%
增持
EOG
EOG RES INC COM
+$4.3M
58,370
+442%
增持
DIA
SPDR DJIA
+$4.3M
96,095
+6%
减持
AVGO
BROADCOM INC
+$4.0M
22,581
-1%
减持
FNV
FRANCO NEVADA CORP COM
-$4.0M
31,121
-51%
增持
LVMUY
LVMH MOET HENNESSY LOU VUITTON
+$3.9M
71,670
+29%
增持
AMZN
AMAZON COM INC COM
+$3.8M
45,114
+1%
增持
HON
HONEYWELL INTL INC
+$3.6M
162,129
+14%
增持
CSCO
CISCO SYS INC COM
+$3.5M
384,935
+0%
减持
ROK
ROCKWELL AUTOMATION INC
+$3.4M
63,948
-0%
减持
FIS
FIDELITY NATL INFORMATION SVCS
-$3.1M
103,823
-12%
增持
PFE
PFIZER INC COM
+$3.1M
166,472
+6%
清仓
TRIP
TRIPADVISOR INC COM
-$3.0M
0
-100%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$2.9M
71,773
+0%
建仓
—
INMODE LTD SHS
+$2.9M
40,592
清仓
TDOC
TELADOC INC COM
-$2.8M
0
-100%
增持
DXCM
DEXCOM INC COM
+$2.7M
13,449
+63%
增持
MSCI
MSCI INC COM
+$2.7M
63,151
+7%
减持
T
AT&T INC COM
-$2.7M
154,017
-36%
增持
—
AON PLC CLASS-A ORDINARY SHARE
+$2.7M
121,534
+3%
增持
CYRX
CRYOPORT INC COM PAR $0.001
-$2.5M
367,613
+1%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$2.5M
45,456
+3%
增持
VEEV
VEEVA SYS INC CL A COM
-$2.4M
75,643
+0%
增持
ABBV
ABBVIE INC COM
+$2.4M
72,366
+5%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$2.3M
14,129
增持
ALB
ALBEMARLE CORP COM
+$2.2M
98,932
+4%
减持
META
META PLATFORMS INC
-$2.2M
179,061
-3%
减持
ATR
APTARGROUP INC COM
-$2.1M
803,825
-5%
增持
FTV
FORTIVE CORP COM
+$2.1M
307,839
+1%
减持
PGR
PROGRESSIVE CORP OHIO COM
+$2.0M
203,035
-2%
增持
CVX
CHEVRON CORP NEW COM
+$2.0M
106,549
+3%
增持
APH
AMPHENOL CORP NEW CL A
+$2.0M
99,606
+9%
减持
CL
COLGATE PALMOLIVE CO COM
+$2.0M
245,255
-2%
增持
CRWD
CROWDSTRIKE HOLDINGS INC
+$1.9M
33,537
+67%
增持
AXP
AMERICAN EXPRESS CO COM
+$1.9M
154,023
+11%
增持
CRM
SALESFORCE COM INC COM
-$1.9M
159,002
+2%
减持
AMT
AMERICAN TOWER CORP NEW COM
+$1.8M
68,287
-0%
减持
XBI
SPDR SER TR S&P BIOTECH
-$1.8M
109,778
-2%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSOR
-$1.8M
0
-100%
建仓
STAA
STAAR SURGICAL CO COM PAR $0.0
+$1.7M
18,942
增持
FRCB
FIRST REPUBLIC BANK
+$1.7M
61,905
+8%
增持
—
EXXON MOBIL CORP COM
+$1.7M
213,093
+10%
增持
MCHP
MICROCHIP TECHNOLOGY INC
+$1.7M
214,650
+94%
减持
BALL
BALL CORP
+$1.7M
285,992
-1%
增持
PAYX
PAYCHEX INC COM
+$1.6M
67,856
+0%
建仓
—
KORNIT DIGITAL LTD SHS
+$1.6M
10,652
减持
TMUS
T-MOBILE US INC COM
-$1.6M
87,819
-5%
增持
SHW
SHERWIN-WILLIAMS CO
+$1.6M
19,409
+3%
增持
—
CANADIAN PAC RY LTD COM
+$1.5M
93,110
+16%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$1.3M
126,642
-14%
增持
—
JACOBS ENGR GROUP INC
+$1.3M
69,220
+10%
建仓
—
PERIMETER SOLUTIONS SA COMMON
+$1.3M
95,375
增持
GXO
GXO LOGISTICS INCORPORATED COM
+$1.3M
72,920
+8%
增持
UNP
UNION PAC CORP COM
+$1.3M
22,044
+1%
增持
GMAB
GENMAB A S SPONSORED ADR
+$1.3M
270,134
+25%
减持
—
AIR LEASE CORP CL A
+$1.3M
264,652
-0%
增持
TSLA
TESLA MTRS INC COM
+$1.2M
3,890
+5%
增持
PWR
QUANTA SVCS INC COM
+$1.2M
151,658
+7%
减持
CHTR
CHARTER COMMUNICATIONS INC DEL
-$1.2M
803
-66%
增持
ADBE
ADOBE SYS INC COM
+$1.2M
20,618
+13%
增持
LYV
LIVE NATION INC COM
+$1.2M
38,712
+2%
减持
DT
DYNATRACE INC.
-$1.2M
101,739
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L P
+$1.2M
1,775,452
+2%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$1.2M
20,925
+2%
增持
F
FORD MTR CO DEL COM PAR $0.01
+$1.1M
108,184
+39%
增持
MOS
MOSAIC CO
+$1.1M
44,799
+151%
增持
ROL
ROLLINS INC COM
-$1.1M
1,104,024
+0%
增持
FCX
FREEPORT-MCMORAN INC.
+$1.1M
57,615
+43%
减持
C
CITIGROUP INC COM NEW
-$1.1M
44,115
-17%
增持
—
ARCH CAP GROUP LTD ORD
+$1.1M
161,102
+1%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRANC
-$1.1M
6,066
-59%
减持
NEE
NEXTERA ENERGY INC COM
+$1.1M
73,356
-0%
减持
OGN
ORGANON & CO COMMON STOCK
-$1.0M
59,473
-31%
减持
CHD
CHURCH & DWIGHT INC COM
+$968.0K
49,826
-1%
增持
—
FRONTIER LITHIUM COM
+$954.0K
625,900
+632%
增持
KO
COCA COLA CO COM
+$921.0K
122,789
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS C
-$912.0K
35,631
-13%
增持
MDY
SPDR S&P MIDCAP 400 INDEX
+$902.0K
16,047
+4%
增持
IBB
ISHARES TR NASDAQ BIOTECH INDX
-$897.0K
107,255
+0%
清仓
Z
ZILLOW GROUP INC CL C CAP STK
-$872.0K
0
-100%
增持
ROKU
ROKU INC COM CL A
+$869.0K
7,095
+196%
清仓
AVIR
ATEA PHARMACEUTICALS INC COM
-$864.0K
0
-100%
增持
NOPMF
NEO PERFORMANCE MATLS INC COM
+$850.0K
93,235
+100%
增持
NFLX
NETFLIX INC COM
+$850.0K
21,610
+8%
增持
PH
PARKER HANNIFIN CORP
+$847.0K
21,802
+0%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$821.0K
4,722
减持
ARGX
ARGENX SE SPONSORED ADR
+$818.0K
18,500
-1%
减持
—
BROOKFIELD INFRAST PARTNERS LP
+$791.0K
181,837
-1%
清仓
—
NEO LITHIUM CORP NEW COM
-$788.0K
0
-100%
减持
XYL
XYLEM INC COM
-$785.0K
164,729
-1%
建仓
RRX
REGAL REXNORD CORPORATION COM
+$782.0K
4,595
增持
NMG
NOUVEAU MONDE GRAPHITE INC COM
+$759.0K
200,590
+75%
清仓
—
KANSAS CITY SOUTHERN COM NEW
-$747.0K
0
-100%
减持
SPRO
SPERO THERAPEUTICS INC COM
-$741.0K
75,000
-29%
建仓
—
T ROWE PRICE MEDIA TELECOM INC
+$740.0K
4,044
