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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 6
增持 50
减持 90
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
—
STERIS PLC SHS USD
-$33.4M
591,951
-7%
减持
ZTS
ZOETIS INC CL A
-$25.0M
991,805
-1%
减持
V
VISA INC COM CL A
-$24.6M
1,145,626
-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
CCI
CROWN CASTLE INTL CORP
-$21.7M
818,619
-2%
减持
MSFT
MICROSOFT CORP COM
-$20.1M
763,796
-1%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$19.8M
1,322,755
+1871%
减持
EL
LAUDER ESTEE COS INC CL A
-$18.6M
466,246
-0%
减持
TTD
THE TRADE DESK INC COM CL A
+$18.0M
1,041,802
-1%
减持
—
ALCON AG ORD SHS
-$17.1M
1,385,876
-1%
减持
BALL
BALL CORP
-$17.0M
13,903
-95%
减持
JNJ
JOHNSON & JOHNSON COM
-$16.6M
959,883
-2%
减持
FNV
FRANCO NEVADA CORP COM
-$16.3M
29,424
-80%
减持
—
ACCENTURE PLC IRELAND SHS CLAS
-$14.5M
576,266
-2%
减持
IDXX
IDEXX LABS INC COM
-$12.2M
401,582
-2%
增持
MKC
MCCORMICK & CO INC COM NON VTG
-$11.8M
1,100,047
+2%
减持
CMCSA
COMCAST CORP NEW CL A
-$11.3M
989,942
-4%
减持
ECL
ECOLAB INC COM
-$10.9M
820,429
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
-$10.3M
230,213
-2%
减持
MTD
METTLER TOLEDO INTERNATIONAL C
-$10.1M
122,695
-1%
减持
ATR
APTARGROUP INC COM
-$9.6M
700,246
-5%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$9.6M
258,234
-1%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$9.3M
623,797
-1%
增持
MRK
MERCK & CO INC NEW COM
+$8.5M
230,328
+85%
增持
SYY
SYSCO CORP COM
-$8.0M
632,492
+2%
清仓
—
JACOBS ENGR GROUP INC
-$7.9M
0
-100%
增持
GOOG
ALPHABET INC CAP STK CL C
-$7.7M
606,077
+1911%
建仓
LULU
LULULEMON ATHLETICA INC COM
+$7.2M
25,844
减持
COST
COSTCO WHSL CORP NEW COM
-$7.1M
497,156
-1%
建仓
J
JACOBS SOLUTIONS INC
+$6.5M
59,826
增持
NKE
NIKE INC CL B
-$5.9M
325,551
+1%
减持
TJX
TJX COS INC NEW COM
+$5.3M
1,327,821
-4%
减持
AMZN
AMAZON COM INC COM
+$5.2M
890,964
-1%
增持
JPM
JPMORGAN CHASE & CO COM
-$4.9M
614,732
+0%
增持
NVDA
NVIDIA CORP COM
-$4.9M
212,655
+5%
减持
FTNT
FORTINET INC COM
-$4.8M
447,580
-5%
减持
WEX
WEX INC COM
-$4.3M
139,108
-2%
减持
META
META PLATFORMS INC
-$4.3M
125,769
-5%
减持
CRM
SALESFORCE COM INC COM
-$4.2M
145,118
-4%
增持
BX
BLACKSTONE GROUP INC
-$3.7M
584,484
+1%
减持
RIO
RIO TINTO PLC SPONSORED ADR
-$3.6M
55,799
-49%
增持
CVX
CHEVRON CORP NEW COM
+$3.5M
161,780
+19%
减持
TSN
TYSON FOODS INC CL A
-$3.4M
44,003
-40%
减持
ONEXF
ONEX CORP SUB VTG
-$3.1M
588,235
-3%
减持
ABT
ABBOTT LABS COM
-$3.0M
244,738
-0%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$3.0M
69,958
-0%
减持
—
CLARIVATE PLC ORD SHS
-$2.9M
320,384
-25%
增持
DOV
DOVER CORPORATION (Special)
-$2.9M
611,889
+0%
减持
CL
COLGATE PALMOLIVE CO COM
-$2.8M
247,557
-2%
减持
BAC
BANK AMER CORP COM
-$2.8M
184,574
-32%
减持
MGNI
MAGNITE INC
-$2.7M
772,393
-12%
减持
ADBE
ADOBE SYS INC COM
-$2.7M
16,090
-17%
减持
—
CANADIAN PAC RY LTD COM
-$2.6M
122,598
-20%
增持
PFE
PFIZER INC COM
-$2.5M
352,507
+3%
减持
OLPX
OLAPLEX HLDGS INC COM
-$2.4M
378,805
-11%
减持
ALB
ALBEMARLE CORP COM
+$2.3M
90,337
-13%
减持
VEEV
VEEVA SYS INC CL A COM
-$2.3M
63,370
-1%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$2.2M
127,828
+1%
增持
TROW
PRICE T ROWE GROUP INC COM
-$2.2M
263,366
+0%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$2.2M
114,017
-11%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$2.0M
124,122
-2%
减持
SII
SPROTT INC COM NEW
-$2.0M
56,907
-50%
减持
AAPL
APPLE INC COM
+$1.9M
2,338,066
-0%
增持
LOW
LOWES COS INC COM
+$1.8M
129,657
+1%
减持
XIFR
NEXTERA ENERGY PARTNERS LP COM
-$1.8M
493,069
-2%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$1.8M
68,487
-3%
增持
—
EXXON MOBIL CORP COM
+$1.8M
375,917
+4%
增持
PLD
PROLOGIS INC COM
-$1.7M
119,472
+1%
减持
T
AT&T INC COM
-$1.7M
216,160
-10%
减持
—
BROOKFIELD INFRAST PARTNERS LP
-$1.7M
237,103
-11%
减持
—
ALLEGION PLC ORD SHS
-$1.6M
176,258
-1%
减持
QQQ
INVESCO QQQ TRUST SERIES 1
-$1.6M
113,273
-0%
增持
DIA
SPDR DJIA
-$1.5M
76,149
+0%
减持
FRCB
FIRST REPUBLIC BANK
-$1.5M
57,858
-8%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.5M
67,148
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
-$1.5M
255,964
+0%
增持
ET
ENERGY TRANSFER LP
+$1.4M
559,901
+18%
减持
XYL
XYLEM INC COM
+$1.4M
162,425
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS C
-$1.4M
52,030
-3%
清仓
—
SANDERSON FARMS INC COM
-$1.4M
0
-100%
增持
—
EATON CORP PLC SHS
+$1.4M
170,869
+1%
增持
ABBV
ABBVIE INC COM
-$1.3M
78,208
+1%
减持
AVGO
BROADCOM INC
-$1.3M
20,911
-4%
增持
FANG
DIAMONDBACK ENERGY INC COM
+$1.3M
19,730
+124%
减持
CSCO
CISCO SYS INC COM
-$1.2M
381,931
-1%
增持
HON
HONEYWELL INTL INC
-$1.2M
172,905
+0%
减持
AMGN
AMGEN INC COM
-$1.2M
61,205
-0%
减持
PNC
PNC FINL SVCS GROUP INC
-$1.1M
38,275
-12%
减持
FTV
FORTIVE CORP COM
+$1.1M
308,069
-0%
增持
CHD
CHURCH & DWIGHT INC COM
-$1.1M
53,675
+0%
减持
CTAS
CINTAS CORP COM
+$1.1M
86,600
-1%
减持
—
AON PLC CLASS-A ORDINARY SHARE
-$1.1M
110,271
-3%
减持
EMR
EMERSON ELEC CO COM
-$1.0M
136,178
-2%
增持
INTU
INTUIT COM
+$1.0M
248,785
+1%
减持
USB
US BANCORP DEL COM NEW
-$1.0M
119,734
-6%
减持
INTC
INTEL CORP COM
-$1.0M
79,802
-2%
增持
KO
COCA COLA CO COM
-$1.0M
151,979
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$979.0K
12,113
-8%
增持
XBI
SPDR SER TR S&P BIOTECH
+$926.0K
94,597
+7%
减持
GLD
SPDR GOLD TRUST
-$914.0K
21,490
-15%
增持
—
TRANSOCEAN LTD
-$913.0K
1,133,398
+2%
增持
—
INTERNATIONAL SEAWAYS INC
+$913.0K
57,795
+10%
增持
CMP
COMPASS MINERALS INTL INC COM
+$898.0K
30,445
+292%
减持
HD
HOME DEPOT INC COM
-$884.0K
306,046
-2%
减持
—
SPLUNK INC COM
-$845.0K
37,318
-10%
增持
ORCL
ORACLE CORP COM
-$840.0K
110,032
+2%
减持
ADM
ARCHER DANIELS MIDLAND CO
+$838.0K
319,541
-0%
减持
HPQ
HP INC
-$837.0K
103,038
-1%
减持
—
AIR LEASE CORP CL A
-$824.0K
284,887
-1%
减持
LUV
SOUTHWEST AIRLS CO COM
-$815.0K
131,714
-2%
增持
—
BORR DRILLING LTD SHS
+$811.0K
571,062
+143%
增持
CMG
CHIPOTLE MEXICAN GRILL INC CL
+$811.0K
3,312
+4%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF
-$810.0K
46,787
+0%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$805.0K
53,681
-3%
减持
—
STAR BULK CARRIERS CORP SHS PA
-$798.0K
63,894
-17%
增持
—
PIEDMONT LITHIUM INC
+$763.0K
21,720
+98%
减持
MFA
MFA FINL INC COM
-$761.0K
251,885
-1%
减持
—
WJA VALUE EQUITY FUND
-$751.0K
9,839
-5%
减持
PGR
PROGRESSIVE CORP OHIO COM
-$743.0K
192,654
-3%
清仓
TDW
TIDEWATER INC COM
-$743.0K
0
-100%
减持
TXN
TEXAS INSTRS INC COM
-$737.0K
72,186
-7%
增持
—
FREYR BATTERY SA
+$734.0K
63,200
+161%
建仓
L
LOEWS CORP COM
+$727.0K
14,586
增持
PG
PROCTER AND GAMBLE CO COM
-$720.0K
60,441
+4%
增持
TSLA
TESLA MTRS INC COM
+$717.0K
14,089
+214%
建仓
LGILX
LAUDUS TR SCHWAB SEL LA CP
+$688.0K
36,371
减持
EOG
EOG RES INC COM
-$680.0K
98,544
-7%
减持
MSCI
MSCI INC COM
-$678.0K
55,308
-5%
增持
SHW
SHERWIN-WILLIAMS CO
+$669.0K
45,644
+18%
增持
APH
AMPHENOL CORP NEW CL A
+$659.0K
100,506
+7%
建仓
YPF
YPF SOCIEDAD ANONIMA SPON ADR
+$640.0K
103,000
建仓
PR
PERMIAN RESOURCES CORP
+$631.0K
92,858
增持
DE
DEERE & CO COM
+$621.0K
17,382
+0%
减持
OGN
ORGANON & CO COMMON STOCK
-$613.0K
58,827
-0%
增持
TMUS
T-MOBILE US INC COM
+$610.0K
81,871
+6%
减持
IVV
ISHARES TR CORE S&P500 ETF
-$610.0K
20,119
-3%
减持
GXO
GXO LOGISTICS INCORPORATED COM
-$587.0K
43,547
-11%
增持
BMY
BRISTOL MYERS SQUIBB CO COM
-$585.0K
143,320
+2%
增持
F
FORD MTR CO DEL COM PAR $0.01
+$585.0K
104,840
+98%
减持
ROL
ROLLINS INC COM
-$578.0K
558,092
-2%
减持
VYM
VANGUARD HIGH DIV YLD ETF
-$569.0K
71,328
-1%
减持
FCX
FREEPORT-MCMORAN INC.
-$566.0K
49,277
-25%
减持
—
TALON METALS CORP-CAD
-$565.0K
9,113,129
-6%
减持
KMB
KIMBERLY CLARK CORP COM
-$561.0K
20,151
-4%
增持
ENOV
ENOVIS CORP
-$560.0K
65,872
+1%
减持
FIS
FIDELITY NATL INFORMATION SVCS
-$559.0K
30,844
-2%
增持
SCHW
SCHWAB CHARLES CORP NEW COM
+$543.0K
36,948
+11%
增持
EPD
ENTERPRISE PRODS PARTNERS L P
-$537.0K
1,844,702
+1%
清仓
LUNMF
LUNDIN MINING CORP COM
-$533.0K
0
-100%
增持
EQT
EQT CORP COM
+$519.0K
19,050
+155%
减持
FDX
FEDEX CORP COM
-$512.0K
5,799
-4%
