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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 13
增持 53
减持 79
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
ECL
ECOLAB INC COM
-$58.6M
849,699
-4%
增持
ZTS
ZOETIS INC CL A
-$52.0M
983,021
+1%
减持
IDXX
IDEXX LABS INC COM
-$49.4M
407,623
-1%
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
MTD
METTLER TOLEDO INTERNATIONAL C
-$48.6M
134,510
-2%
减持
—
ACCENTURE PLC IRELAND SHS CLAS
-$47.5M
590,626
-1%
减持
INTU
INTUIT COM
-$47.3M
247,890
-4%
增持
EL
LAUDER ESTEE COS INC CL A
-$43.5M
463,300
+1%
减持
HD
HOME DEPOT INC COM
-$37.0M
285,457
-3%
减持
—
CLARIVATE PLC ORD SHS
-$31.8M
656,445
-64%
减持
FTNT
FORTINET INC COM
-$31.3M
101,939
-45%
减持
META
META PLATFORMS INC
-$30.0M
135,995
-24%
减持
TTD
THE TRADE DESK INC COM CL A
-$28.8M
1,076,378
-5%
减持
PYPL
PAYPAL HLDGS INC COM
-$28.7M
364,190
-3%
减持
MSFT
MICROSOFT CORP COM
-$26.8M
776,314
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
-$24.4M
241,178
-4%
减持
TJX
TJX COS INC NEW COM
-$21.7M
1,410,392
-0%
减持
CCI
CROWN CASTLE INTL CORP
-$20.3M
823,289
-0%
增持
CTAS
CINTAS CORP COM
+$18.6M
138,785
+52%
减持
DHR
DANAHER CORP DEL COM
-$17.4M
470,770
-0%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$16.1M
628,761
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$16.0M
231,866
+5%
减持
DOV
DOVER CORPORATION (Special)
-$15.4M
610,332
-0%
减持
AAPL
APPLE INC COM
-$14.2M
2,386,480
-2%
减持
JPM
JPMORGAN CHASE & CO COM
-$13.7M
612,444
-0%
减持
—
ALCON AG ORD SHS
-$13.4M
1,402,742
-2%
增持
SYY
SYSCO CORP COM
+$13.3M
247,502
+183%
减持
TROW
PRICE T ROWE GROUP INC COM
-$12.1M
262,115
-0%
减持
QQQ
INVESCO QQQ TRUST SERIES 1
-$12.0M
115,648
-15%
减持
CMCSA
COMCAST CORP NEW CL A
-$11.9M
963,979
-15%
增持
JNJ
JOHNSON & JOHNSON COM
+$11.5M
928,877
+4%
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$11.3M
129,574
-12%
减持
CYRX
CRYOPORT INC COM PAR $0.001
-$11.2M
301,138
-18%
增持
FNV
FRANCO NEVADA CORP COM
+$11.1M
96,782
+211%
减持
—
STERIS PLC SHS USD
-$9.6M
641,948
-5%
清仓
—
MFA FINL INC COM
-$9.3M
0
-100%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$9.2M
68,103
-1%
增持
—
EXXON MOBIL CORP COM
+$8.8M
264,968
+24%
减持
DIA
SPDR DJIA
-$8.7M
75,584
-21%
增持
NKE
NIKE INC CL B
-$8.6M
309,824
+3%
清仓
—
COLFAX CORP COM
-$8.4M
0
-100%
减持
FIS
FIDELITY NATL INFORMATION SVCS
-$8.2M
31,257
-70%
建仓
MFA
MFA FINL INC COM
+$8.1M
2,012,833
减持
ATR
APTARGROUP INC COM
-$8.1M
768,982
-4%
增持
EPD
ENTERPRISE PRODS PARTNERS L P
+$8.0M
1,821,952
+3%
减持
ONEXF
ONEX CORP SUB VTG
-$7.9M
616,632
-2%
增持
CVX
CHEVRON CORP NEW COM
+$7.8M
124,450
+17%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$7.7M
263,183
-2%
减持
NVDA
NVIDIA CORP COM
-$7.7M
209,450
-5%
增持
EOG
EOG RES INC COM
+$7.6M
107,020
+83%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$7.6M
83,897
减持
LOW
LOWES COS INC COM
-$7.2M
127,734
-0%
减持
DIS
DISNEY WALT CO COM DISNEY
-$6.8M
313,619
-2%
减持
MGNI
MAGNITE INC
-$6.6M
964,708
-13%
增持
CRM
SALESFORCE COM INC COM
-$6.5M
159,897
+1%
清仓
DT
DYNATRACE INC.
-$6.1M
0
-100%
增持
—
CANADIAN PAC RY LTD COM
+$5.9M
152,613
+64%
减持
XYL
XYLEM INC COM
-$5.8M
163,114
-1%
增持
MSCI
MSCI INC COM
-$5.7M
65,529
+4%
建仓
ENOV
ENOVIS CORP
+$5.2M
130,766
减持
CRWD
CROWDSTRIKE HOLDINGS INC
-$4.8M
8,955
-73%
增持
FTV
FORTIVE CORP COM
-$4.6M
309,785
+1%
增持
ABT
ABBOTT LABS COM
-$4.5M
239,544
+2%
增持
NFLX
NETFLIX INC COM
-$4.5M
22,708
+5%
增持
MKC
MCCORMICK & CO INC COM NON VTG
+$4.5M
1,021,828
+1%
减持
ROK
ROCKWELL AUTOMATION INC
-$4.4M
63,853
-0%
减持
—
ALLEGION PLC ORD SHS
-$4.2M
179,436
-1%
减持
VEEV
VEEVA SYS INC CL A COM
-$4.2M
71,381
-6%
增持
AXP
AMERICAN EXPRESS CO COM
+$3.8M
155,332
+1%
减持
GOOG
ALPHABET INC CAP STK CL C
-$3.7M
30,666
-1%
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$3.7M
85,035
+81%
增持
GIS
GENERAL MLS INC COM
+$3.6M
59,407
+881%
减持
XBI
SPDR SER TR S&P BIOTECH
-$3.6M
96,780
-12%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL
+$3.2M
35
+3%
减持
CSCO
CISCO SYS INC COM
-$3.1M
382,003
-1%
增持
APO
APOLLO GLOBAL MGMT INC COM CL
-$3.1M
327,948
+2%
减持
ARGX
ARGENX SE SPONSORED ADR
-$3.1M
10,828
-41%
减持
BX
BLACKSTONE GROUP INC
-$3.0M
592,723
-2%
减持
COST
COSTCO WHSL CORP NEW COM
-$3.0M
513,798
-2%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$3.0M
67,461
-1%
增持
—
TRANSOCEAN LTD
+$3.0M
822,180
+190%
增持
—
TALON METALS CORP-CAD
+$2.9M
11,623,729
+12%
减持
—
AON PLC CLASS-A ORDINARY SHARE
+$2.8M
120,732
-1%
减持
MCHP
MICROCHIP TECHNOLOGY INC
-$2.8M
211,636
-1%
增持
AMZN
AMAZON COM INC COM
-$2.7M
45,314
+0%
增持
RRX
REGAL REXNORD CORPORATION COM
+$2.7M
23,310
+407%
增持
ET
ENERGY TRANSFER LP
+$2.7M
518,971
+36%
增持
PFE
PFIZER INC COM
+$2.7M
241,259
+45%
减持
—
PUREFUNDS ISE CYBER SECURITY E
-$2.6M
70,264
-36%
增持
FRCB
FIRST REPUBLIC BANK
-$2.6M
62,912
+2%
增持
ITW
ILLINOIS TOOL WKS INC COM
-$2.6M
72,299
+1%
减持
ADBE
ADOBE SYS INC COM
-$2.5M
20,184
-2%
减持
PLD
PROLOGIS INC COM
-$2.4M
153,447
-5%
清仓
GPN
GLOBAL PMTS INC COM
-$2.4M
0
-100%
减持
BALL
BALL CORP
-$2.3M
279,868
-2%
减持
—
INMODE LTD SHS
-$2.3M
15,112
-63%
增持
CL
COLGATE PALMOLIVE CO COM
-$2.3M
245,695
+0%
增持
IBB
ISHARES TR NASDAQ BIOTECH INDX
-$2.3M
108,120
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.1M
120,155
+6%
建仓
DRI
DARDEN RESTAURANTS INC COM
+$2.1M
15,476
减持
GM
GENERAL MTRS CORP COM
-$2.0M
19,627
-60%
减持
PGR
PROGRESSIVE CORP OHIO COM
+$2.0M
200,346
-1%
建仓
AA
ALCOA CORP COM
+$2.0M
21,786
增持
UNP
UNION PAC CORP COM
+$1.9M
27,442
+24%
减持
GXO
GXO LOGISTICS INCORPORATED COM
-$1.9M
65,855
-10%
增持
MOS
MOSAIC CO
+$1.9M
55,413
+24%
增持
APD
AIR PRODS & CHEMS INC COM
-$1.8M
42,132
+4%
减持
V
VISA INC COM CL A
+$1.8M
1,164,405
-2%
增持
BMY
BRISTOL MYERS SQUIBB CO COM
+$1.7M
124,393
+5%
清仓
—
KORNIT DIGITAL LTD SHS
-$1.6M
0
-100%
减持
RUN
SUNRUN INC COM
-$1.6M
34,588
-55%
减持
DXCM
DEXCOM INC COM
-$1.6M
11,081
-18%
减持
ABBV
ABBVIE INC COM
+$1.5M
69,844
-3%
减持
FDX
FEDEX CORP COM
-$1.5M
8,562
-37%
增持
—
SPLUNK INC COM
+$1.5M
41,657
+2%
建仓
—
VALARIS PLC SHS CLASS A
+$1.5M
28,095
减持
GMAB
GENMAB A S SPONSORED ADR
-$1.4M
255,457
-5%
减持
BAC
BANK AMER CORP COM
-$1.4M
259,783
-5%
建仓
BF/B
BROWN-FORMAN CORP - CLASS B
+$1.4M
21,234
增持
MAPS
WM TECHNOLOGY INC
+$1.4M
489,291
+22%
减持
AVGO
BROADCOM INC
-$1.4M
21,635
-4%
建仓
BF/A
BROWN FORMAN CORP
+$1.4M
22,290
增持
OLPX
OLAPLEX HLDGS INC COM
-$1.4M
347,030
+48%
减持
ZS
ZSCALER INC COM
-$1.4M
6,888
-27%
减持
TW
TRADEWEB MKTS INC CL A
-$1.4M
9,170
-58%
建仓
SII
SPROTT INC COM NEW
+$1.3M
26,543
增持
XOP
SPDR SERIES TRUST S&P OILGAS E
+$1.3M
21,300
+33%
增持
—
LIVENT CORP
+$1.3M
64,980
+333%
增持
PG
PROCTER AND GAMBLE CO COM
+$1.3M
36,736
+40%
建仓
FLO
FLOWERS FOODS INC COM
+$1.2M
48,245
增持
—
AIR LEASE CORP CL A
+$1.2M
289,799
+10%
减持
DE
DEERE & CO COM
+$1.2M
16,417
-0%
减持
XIFR
NEXTERA ENERGY PARTNERS LP COM
-$1.2M
529,107
-1%
减持
—
JACOBS ENGR GROUP INC
-$1.2M
61,561
-11%
增持
—
MEDTRONIC PLC SHS
+$1.1M
17,626
+120%
减持
—
NXP SEMICONDUCTORS N V COM
-$1.1M
22,086
-3%
增持
—
EATON CORP PLC SHS
-$1.1M
158,915
+9%
增持
—
STAR BULK CARRIERS CORP SHS PA
+$1.1M
71,345
+54%
减持
TMUS
T-MOBILE US INC COM
+$1.0M
87,501
-0%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$1.0M
62,373
+2%
增持
—
EAGLE BULK SHIPPING INC
+$1.0M
18,595
+248%
减持
—
FREYR BATTERY SA
-$992.0K
42,275
-69%
建仓
—
KELLOGG CO COM
+$983.0K
15,239
减持
SPRO
SPERO THERAPEUTICS INC COM
-$975.0K
26,000
-65%
建仓
HPQ
HP INC
+$974.0K
26,833
建仓
—
IPERIONX LIMITED
+$969.0K
973,334
减持
PRGFX
PRICE T ROWE GROWTH STK FD INC
-$927.0K
8,143
-48%
减持
PLUG
PLUG POWER INC COM
-$922.0K
21,080
-61%
增持
PEP
PEPSICO INC COM
-$908.0K
508,508
+3%
增持
FCX
FREEPORT-MCMORAN INC.
+$905.0K
66,517
+15%
减持
ROKU
ROKU INC COM CL A
-$893.0K
5,795
-18%
