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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 8
增持 75
减持 63
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
-$95.5M
2,349,637
-2%
增持
IDXX
IDEXX LABS INC COM
-$80.0M
407,797
+0%
减持
COST
COSTCO WHSL CORP NEW COM
-$54.0M
504,627
-2%
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。
增持
AMZN
AMAZON COM INC COM
-$52.2M
899,389
+1885%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$43.1M
67,122
-1%
减持
MTD
METTLER TOLEDO INTERNATIONAL C
-$41.6M
124,542
-7%
减持
MSFT
MICROSOFT CORP COM
-$41.4M
770,828
-1%
减持
—
ACCENTURE PLC IRELAND SHS CLAS
-$36.4M
586,179
-1%
增持
SYY
SYSCO CORP COM
+$32.5M
622,823
+152%
减持
TTD
THE TRADE DESK INC COM CL A
-$30.3M
1,057,082
-2%
减持
V
VISA INC COM CL A
-$30.1M
1,158,628
-0%
减持
CTAS
CINTAS CORP COM
-$26.5M
87,067
-37%
减持
NVDA
NVIDIA CORP COM
-$26.5M
202,455
-3%
减持
INTU
INTUIT COM
-$23.9M
247,302
-0%
减持
—
STERIS PLC SHS USD
-$23.3M
639,701
-0%
减持
BX
BLACKSTONE GROUP INC
-$22.6M
577,314
-3%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$21.9M
259,544
-1%
增持
DOV
DOVER CORPORATION (Special)
-$21.5M
611,791
+0%
减持
PYPL
PAYPAL HLDGS INC COM
-$21.2M
299,491
-18%
减持
ECL
ECOLAB INC COM
-$20.7M
841,246
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
-$19.7M
30,139
-2%
减持
DHR
DANAHER CORP DEL COM
-$19.1M
469,228
-0%
减持
ROL
ROLLINS INC COM
-$18.1M
570,818
-47%
建仓
—
WJA VALUE EQUITY FUND
+$17.6M
10,318
增持
ADM
ARCHER DANIELS MIDLAND CO
+$17.3M
320,471
+282%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
-$15.4M
233,823
-3%
增持
JPM
JPMORGAN CHASE & CO COM
-$14.3M
614,070
+0%
减持
ATR
APTARGROUP INC COM
-$14.2M
737,678
-4%
减持
DIS
DISNEY WALT CO COM DISNEY
-$13.8M
309,025
-1%
减持
—
ALCON AG ORD SHS
-$13.5M
1,398,528
-0%
增持
ZTS
ZOETIS INC CL A
-$13.3M
1,001,160
+2%
建仓
—
LAM RESEARCH CORP COM
+$12.5M
29,370
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
-$12.0M
255,656
+10%
增持
CCI
CROWN CASTLE INTL CORP
-$11.9M
831,711
+1%
增持
MKC
MCCORMICK & CO INC COM NON VTG
-$11.8M
1,083,507
+6%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$11.2M
627,635
-0%
减持
ONEXF
ONEX CORP SUB VTG
-$11.2M
604,127
-2%
减持
PLD
PROLOGIS INC COM
-$10.9M
118,009
-23%
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$10.6M
126,939
-2%
减持
QQQ
INVESCO QQQ TRUST SERIES 1
-$10.0M
113,754
-2%
增持
TROW
PRICE T ROWE GROUP INC COM
-$9.8M
262,624
+0%
增持
—
EXXON MOBIL CORP COM
+$9.2M
362,706
+37%
减持
MSCI
MSCI INC COM
-$8.9M
58,249
-11%
减持
CRM
SALESFORCE COM INC COM
-$8.9M
151,956
-5%
减持
META
META PLATFORMS INC
-$8.9M
132,542
-3%
增持
JNJ
JOHNSON & JOHNSON COM
+$8.8M
976,874
+5%
增持
NKE
NIKE INC CL B
-$8.7M
322,805
+4%
减持
—
AON PLC CLASS-A ORDINARY SHARE
-$8.7M
113,530
-6%
清仓
NFLX
NETFLIX INC COM
-$8.5M
0
-100%
减持
TJX
TJX COS INC NEW COM
-$8.2M
1,382,548
-2%
增持
FTNT
FORTINET INC COM
-$8.1M
472,960
+364%
增持
FLO
FLOWERS FOODS INC COM
+$8.0M
350,695
+627%
增持
GIS
GENERAL MLS INC COM
+$7.7M
155,284
+161%
减持
BALL
BALL CORP
-$7.5M
257,108
-8%
增持
PEP
PEPSICO INC COM
+$7.5M
555,744
+9%
增持
AXP
AMERICAN EXPRESS CO COM
-$7.2M
157,516
+1%
增持
EL
LAUDER ESTEE COS INC CL A
-$6.9M
468,260
+1%
减持
XIFR
NEXTERA ENERGY PARTNERS LP COM
-$6.6M
505,417
-4%
减持
APO
APOLLO GLOBAL MGMT INC COM CL
-$5.4M
307,485
-6%
增持
PFE
PFIZER INC COM
+$5.4M
341,091
+41%
减持
MFA
MFA FINL INC COM
-$5.4M
253,155
-87%
减持
—
CLARIVATE PLC ORD SHS
-$5.1M
427,181
-35%
减持
MGNI
MAGNITE INC
-$5.0M
873,723
-9%
增持
ROK
ROCKWELL AUTOMATION INC
-$4.9M
65,177
+2%
增持
CSCO
CISCO SYS INC COM
-$4.8M
385,984
+1%
增持
CMCSA
COMCAST CORP NEW CL A
-$4.8M
1,027,761
+7%
清仓
COIN
COINBASE GLOBAL INC
-$4.6M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$4.6M
70,825
+14%
增持
DXCM
DEXCOM INC COM
-$4.4M
17,361
+57%
增持
FNV
FRANCO NEVADA CORP COM
+$4.4M
150,404
+55%
增持
LUV
SOUTHWEST AIRLS CO COM
+$4.3M
135,014
+893%
建仓
OXY
OCCIDENTAL PETE CORP DEL COM
+$4.2M
71,230
减持
—
TALON METALS CORP-CAD
-$4.1M
9,669,306
-17%
增持
CMG
CHIPOTLE MEXICAN GRILL INC CL
+$4.0M
3,187
+2261%
减持
WEX
WEX INC COM
-$3.9M
141,458
-2%
清仓
MAPS
WM TECHNOLOGY INC
-$3.8M
0
-100%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL
-$3.8M
36
+3%
增持
PM
PHILIP MORRIS INTL INC COM
+$3.6M
51,125
+229%
增持
SYK
STRYKER CORP COM
-$3.4M
63,388
+6%
增持
DRI
DARDEN RESTAURANTS INC COM
+$3.3M
47,701
+208%
增持
LOW
LOWES COS INC COM
-$3.3M
128,885
+1%
减持
GMAB
GENMAB A S SPONSORED ADR
-$3.3M
183,423
-28%
减持
—
AIR LEASE CORP CL A
-$3.3M
288,910
-0%
增持
HON
HONEYWELL INTL INC
-$3.1M
172,866
+1%
清仓
EXPE
EXPEDIA INC
-$3.1M
0
-100%
增持
VLO
VALERO ENERGY CORP NEW COM
+$3.0M
35,376
+385%
增持
AVGO
BROADCOM INC
-$3.0M
21,871
+1%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF
-$2.9M
46,617
+2%
增持
DIA
SPDR DJIA
-$2.8M
75,957
+0%
减持
CYRX
CRYOPORT INC COM PAR $0.001
-$2.8M
249,350
-17%
增持
PG
PROCTER AND GAMBLE CO COM
+$2.7M
58,075
+58%
增持
—
EATON CORP PLC SHS
-$2.7M
170,008
+7%
增持
EPD
ENTERPRISE PRODS PARTNERS L P
-$2.6M
1,822,061
+0%
减持
GXO
GXO LOGISTICS INCORPORATED COM
-$2.6M
48,855
-26%
增持
SII
SPROTT INC COM NEW
+$2.6M
113,032
+326%
减持
—
SPLUNK INC COM
-$2.5M
41,268
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$2.5M
13,160
+85%
增持
BF/A
BROWN FORMAN CORP
+$2.5M
57,129
+156%
减持
VEEV
VEEVA SYS INC CL A COM
-$2.4M
64,220
-10%
增持
HPQ
HP INC
+$2.4M
103,871
+287%
增持
MRK
MERCK & CO INC NEW COM
+$2.4M
124,567
+14%
增持
—
BROOKFIELD ASSET MANAGEMENT CL
+$2.4M
116,199
+139%
增持
BF/B
BROWN-FORMAN CORP - CLASS B
+$2.4M
54,360
+156%
增持
IBM
INTERNATIONAL BUSINESS MACHS C
+$2.4M
53,777
+34%
增持
BAC
BANK AMER CORP COM
-$2.3M
269,527
+4%
增持
EMR
EMERSON ELEC CO COM
-$2.3M
138,541
+2%
减持
—
ALLEGION PLC ORD SHS
-$2.3M
178,195
-1%
减持
XBI
SPDR SER TR S&P BIOTECH
-$2.1M
88,555
-8%
减持
ADBE
ADOBE SYS INC COM
-$2.1M
19,339
-4%
减持
FTV
FORTIVE CORP COM
-$2.1M
309,383
-0%
减持
CMP
COMPASS MINERALS INTL INC COM
-$2.0M
7,761
-79%
增持
MCHP
MICROCHIP TECHNOLOGY INC
-$2.0M
239,464
+13%
增持
TXN
TEXAS INSTRS INC COM
-$1.9M
77,515
+3%
增持
—
CANADIAN PAC RY LTD COM
-$1.8M
154,006
+1%
减持
APH
AMPHENOL CORP NEW CL A
-$1.8M
94,301
-10%
增持
A
AGILENT TECHNOLOGIES INC COM
+$1.8M
22,006
+268%
增持
CNI
CANADIAN NATL RY CO COM
+$1.8M
25,402
+229%
建仓
NRC
NATIONAL RESH CORP COM NEW
+$1.7M
44,294
增持
BMY
BRISTOL MYERS SQUIBB CO COM
+$1.7M
139,927
+12%
建仓
KLAC
KLA-TENCOR CORP COM
+$1.7M
5,255
增持
ABT
ABBOTT LABS COM
-$1.7M
245,651
+3%
增持
DE
DEERE & CO COM
-$1.6M
17,307
+5%
减持
—
GENMAB A/S SHS
-$1.6M
22,786
-7%
减持
LVMUY
LVMH MOET HENNESSY LOU VUITTON
-$1.6M
79,330
-0%
减持
ENOV
ENOVIS CORP
-$1.6M
65,357
-50%
增持
CL
COLGATE PALMOLIVE CO COM
+$1.6M
252,203
+3%
建仓
HSY
HERSHEY CO COM
+$1.5M
7,180
减持
PWR
QUANTA SVCS INC COM
-$1.5M
121,925
-4%
增持
HRL
HORMEL FOODS CORP
+$1.5M
121,969
+47%
减持
IBB
ISHARES TR NASDAQ BIOTECH INDX
-$1.5M
107,152
-1%
增持
LLY
LILLY ELI & CO COM
+$1.5M
16,584
+21%
增持
—
BROOKFIELD INFRAST PARTNERS LP
-$1.5M
266,678
+52%
减持
XOP
SPDR SERIES TRUST S&P OILGAS E
-$1.4M
11,875
-44%
增持
MDLZ
MONDELEZ INTL INC CL A
+$1.4M
30,607
+309%
减持
—
PIEDMONT LITHIUM INC
-$1.4M
10,945
-56%
减持
ALB
ALBEMARLE CORP COM
-$1.4M
103,277
-1%
建仓
—
SANDERSON FARMS INC COM
+$1.4M
6,534
增持
LHX
L3HARRIS TECHNOLOGY INC
+$1.4M
8,857
+198%
减持
FCX
FREEPORT-MCMORAN INC.
-$1.4M
65,368
-2%
增持
IVV
ISHARES TR CORE S&P500 ETF
-$1.4M
20,641
+2%
增持
PAYX
PAYCHEX INC COM
-$1.4M
68,216
+2%
增持
KO
COCA COLA CO COM
+$1.4M
151,224
+15%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$1.3M
6,808
+542%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$1.3M
30,958
-3%
建仓
SXT
SENSIENT TECHNOLOGIES CORP COM
+$1.3M
16,421
增持
ORCL
ORACLE CORP COM
-$1.3M
108,195
+1%
增持
—
KELLOGG CO COM
+$1.3M
32,227
+111%
增持
SPGI
S&P GLOBAL INC
+$1.3M
6,441
+208%
增持
T
AT&T INC COM
+$1.3M
239,511
+51%
增持
MDY
SPDR S&P MIDCAP 400 INDEX
-$1.2M
15,916
+0%
