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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 4
增持 35
减持 108
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
MTD
METTLER TOLEDO INTERNATIONAL C
+$41.3M
120,608
-2%
减持
AMZN
AMAZON COM INC COM
-$31.3M
826,012
-7%
减持
V
VISA INC COM CL A
+$30.3M
1,125,235
-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。
减持
IDXX
IDEXX LABS INC COM
+$30.1M
394,571
-2%
减持
AAPL
APPLE INC COM
-$25.1M
2,294,042
-2%
减持
TJX
TJX COS INC NEW COM
+$19.0M
1,274,495
-4%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$18.8M
258,366
+0%
减持
JPM
JPMORGAN CHASE & CO COM
+$17.4M
608,739
-1%
减持
TTD
THE TRADE DESK INC COM CL A
-$17.2M
1,005,937
-3%
减持
META
META PLATFORMS INC
-$16.3M
6,557
-95%
减持
—
WJA VALUE EQUITY FUND
-$14.9M
984
-90%
增持
HD
HOME DEPOT INC COM
+$13.8M
310,990
+2%
减持
COST
COSTCO WHSL CORP NEW COM
-$13.4M
484,957
-2%
减持
EL
LAUDER ESTEE COS INC CL A
+$12.8M
457,463
-2%
减持
QQQ
INVESCO QQQ TRUST SERIES 1
-$11.4M
70,967
-37%
减持
—
ALCON AG ORD SHS
+$11.4M
1,341,970
-3%
减持
MKC
MCCORMICK & CO INC COM NON VTG
+$10.9M
1,077,632
-2%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$10.7M
1,312,204
-1%
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$10.5M
92,050
-28%
减持
DOV
DOVER CORPORATION (Special)
+$10.4M
603,681
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$10.4M
254,769
-0%
减持
JNJ
JOHNSON & JOHNSON COM
+$10.3M
946,085
-1%
减持
DIA
SPDR DJIA
-$9.9M
36,298
-52%
减持
NKE
NIKE INC CL B
+$9.4M
311,939
-4%
减持
PEP
PEPSICO INC COM
+$9.4M
561,805
-0%
减持
CCI
CROWN CASTLE INTL CORP
-$9.3M
803,824
-2%
增持
HON
HONEYWELL INTL INC
+$9.3M
177,915
+3%
减持
ECL
ECOLAB INC COM
-$8.5M
755,519
-8%
减持
CRM
SALESFORCE COM INC COM
-$8.5M
93,689
-35%
减持
—
EXXON MOBIL CORP COM
+$7.9M
369,214
-2%
减持
—
STERIS PLC SHS USD
+$7.1M
571,494
-3%
增持
CVX
CHEVRON CORP NEW COM
+$6.9M
167,706
+4%
减持
PYPL
PAYPAL HLDGS INC COM
-$6.7M
195,097
-18%
增持
APO
APOLLO GLOBAL MGMT INC COM CL
+$6.2M
327,231
+4%
减持
ALB
ALBEMARLE CORP COM
-$6.2M
81,499
-10%
减持
ATR
APTARGROUP INC COM
+$6.0M
659,931
-6%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
+$6.0M
222,965
-3%
增持
MRK
MERCK & CO INC NEW COM
+$5.9M
231,886
+1%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$5.8M
614,994
-1%
减持
BX
BLACKSTONE GROUP INC
-$5.7M
583,101
-0%
清仓
—
BROOKFIELD ASSET MANAGEMENT CL
-$5.5M
0
-100%
减持
DIS
DISNEY WALT CO COM DISNEY
-$5.5M
271,674
-12%
建仓
BN
BROOKFIELD CORPORATION
+$5.3M
169,287
增持
—
EATON CORP PLC SHS
+$5.2M
178,438
+4%
减持
GOOG
ALPHABET INC CAP STK CL C
-$5.2M
598,437
-1%
减持
CMCSA
COMCAST CORP NEW CL A
+$4.9M
971,323
-2%
减持
ZTS
ZOETIS INC CL A
-$4.9M
970,351
-2%
减持
CTAS
CINTAS CORP COM
+$4.9M
85,190
-2%
减持
WEX
WEX INC COM
+$4.5M
135,115
-3%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$4.3M
142,893
+15%
增持
RVTY
PERKINELMER INC COM
+$4.2M
32,507
+1061%
减持
ADM
ARCHER DANIELS MIDLAND CO
+$4.0M
319,451
-0%
减持
NVDA
NVIDIA CORP COM
+$4.0M
203,675
-4%
增持
—
AON PLC CLASS-A ORDINARY SHARE
+$3.8M
111,093
+1%
减持
XYL
XYLEM INC COM
+$3.7M
161,960
-0%
减持
OLPX
OLAPLEX HLDGS INC COM
-$3.5M
24,100
-94%
减持
SYY
SYSCO CORP COM
+$3.4M
629,023
-1%
减持
EMR
EMERSON ELEC CO COM
+$3.1M
135,925
-0%
增持
LVMUY
LVMH MOET HENNESSY LOU VUITTON
+$2.9M
88,346
+5%
减持
—
CLARIVATE PLC ORD SHS
-$2.9M
16,390
-95%
减持
ITW
ILLINOIS TOOL WKS INC COM
+$2.8M
76,077
-2%
减持
CYRX
CRYOPORT INC COM PAR $0.001
-$2.7M
306,398
-7%
减持
MGNI
MAGNITE INC
+$2.7M
736,665
-5%
减持
APD
AIR PRODS & CHEMS INC COM
+$2.7M
38,580
-2%
减持
SYK
STRYKER CORP COM
+$2.6M
63,246
-0%
减持
CSCO
CISCO SYS INC COM
+$2.6M
375,340
-2%
增持
APH
AMPHENOL CORP NEW CL A
+$2.5M
121,817
+21%
减持
PGR
PROGRESSIVE CORP OHIO COM
+$2.4M
191,326
-1%
减持
—
ALLEGION PLC ORD SHS
+$2.4M
173,086
-2%
减持
TSLA
TESLA MTRS INC COM
-$2.4M
10,912
-23%
减持
—
ARCH CAP GROUP LTD ORD
+$2.4M
154,357
-4%
增持
AMGN
AMGEN INC COM
+$2.3M
61,317
+0%
增持
SHW
SHERWIN-WILLIAMS CO
+$2.3M
49,094
+8%
减持
ORCL
ORACLE CORP COM
+$2.2M
109,595
-0%
减持
—
GENMAB A/S SHS
+$2.2M
22,432
-0%
减持
AVGO
BROADCOM INC
+$2.1M
20,445
-2%
减持
INTU
INTUIT COM
-$2.1M
242,096
-3%
减持
XIFR
NEXTERA ENERGY PARTNERS LP COM
-$2.1M
478,960
-3%
减持
ROK
ROCKWELL AUTOMATION INC
+$2.0M
63,949
-5%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$2.0M
69,029
+1%
减持
RRX
REGAL REXNORD CORPORATION COM
-$2.0M
14,717
-45%
减持
MCHP
MICROCHIP TECHNOLOGY INC
+$2.0M
233,038
-1%
减持
MSCI
MSCI INC COM
+$2.0M
54,357
-2%
减持
AXP
AMERICAN EXPRESS CO COM
+$1.9M
157,875
-1%
减持
ABBV
ABBVIE INC COM
+$1.8M
76,383
-2%
减持
—
BROOKFIELD INFRAST PARTNERS LP
-$1.8M
215,609
-9%
增持
GMAB
GENMAB A S SPONSORED ADR
+$1.8M
172,923
+1%
减持
FTV
FORTIVE CORP COM
+$1.8M
307,423
-0%
增持
EOG
EOG RES INC COM
+$1.8M
98,692
+0%
减持
—
AIR LEASE CORP CL A
+$1.8M
276,055
-3%
增持
DE
DEERE & CO COM
+$1.7M
17,446
+0%
减持
DHR
DANAHER CORP DEL COM
+$1.6M
456,276
-1%
增持
ET
ENERGY TRANSFER LP
+$1.6M
658,702
+18%
减持
FIS
FIDELITY NATL INFORMATION SVCS
-$1.6M
10,245
-67%
增持
—
LAM RESEARCH CORP COM
+$1.6M
29,384
+0%
减持
MOS
MOSAIC CO
-$1.6M
26,964
-53%
减持
ABT
ABBOTT LABS COM
+$1.6M
229,869
-6%
增持
LMT
LOCKHEED MARTIN CORP
+$1.6M
12,810
+6%
增持
SLB
SCHLUMBERGER LTD COM
+$1.5M
49,464
+60%
减持
—
TALON METALS CORP SHS CAD
-$1.5M
4,628,144
-49%
增持
LOW
LOWES COS INC COM
+$1.5M
129,680
+0%
增持
ENOV
ENOVIS CORP
+$1.4M
83,773
+27%
减持
FTNT
FORTINET INC COM
-$1.4M
420,300
-6%
减持
IBB
ISHARES TR NASDAQ BIOTECH INDX
+$1.4M
106,450
-1%
减持
—
LIVENT CORP
-$1.4M
41,130
-44%
减持
PFE
PFIZER INC COM
+$1.4M
328,933
-7%
减持
FLO
FLOWERS FOODS INC COM
+$1.4M
350,694
-0%
减持
PWR
QUANTA SVCS INC COM
+$1.4M
120,754
-3%
减持
—
ACCENTURE PLC IRELAND SHS CLAS
+$1.4M
560,928
-3%
减持
PG
PROCTER AND GAMBLE CO COM
+$1.4M
59,345
-2%
增持
LLY
LILLY ELI & CO COM
+$1.3M
18,048
+10%
增持
CAT
CATERPILLAR INC DEL COM
+$1.3M
17,073
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS C
+$1.2M
52,645
+1%
建仓
BAM
BROOKFIELD ASSET MANAGEMENT -
+$1.2M
42,826
减持
PLD
PROLOGIS INC COM
+$1.2M
118,346
-1%
清仓
CMP
COMPASS MINERALS INTL INC COM
-$1.2M
0
-100%
增持
GIS
GENERAL MLS INC COM
+$1.1M
156,212
+0%
减持
NMG
NOUVEAU MONDE GRAPHITE INC COM
-$1.1M
87,150
-68%
减持
FNV
FRANCO NEVADA CORP COM
-$1.1M
17,608
-40%
减持
KO
COCA COLA CO COM
+$1.1M
150,856
-1%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$1.1M
46,747
-0%
减持
LULU
LULULEMON ATHLETICA INC COM
+$1.0M
25,715
-0%
增持
VLO
VALERO ENERGY CORP NEW COM
+$988.4K
35,948
+8%
减持
—
PERIMETER SOLUTIONS SA COMMON
-$972.2K
14,090
-90%
增持
GWW
GRAINGER W W INC COM
+$933.5K
13,912
+0%
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$927.6K
56,175
+1%
建仓
MRNA
MODERNA INC COM
+$924.1K
5,145
减持
—
INTERNATIONAL SEAWAYS INC
-$914.6K
30,130
-48%
减持
FRCB
FIRST REPUBLIC BANK
-$887.9K
54,681
-5%
增持
FANG
DIAMONDBACK ENERGY INC COM
+$851.6K
23,605
+20%
减持
PH
PARKER HANNIFIN CORP
+$848.1K
20,691
-3%
减持
VYM
VANGUARD HIGH DIV YLD ETF
+$841.7K
70,324
-1%
减持
SII
SPROTT INC COM NEW
-$819.5K
32,628
-43%
减持
—
DHT HOLDINGS INC
-$811.6K
66,488
-64%
减持
—
TRANSOCEAN LTD
+$797.1K
788,615
-30%
清仓
EQT
EQT CORP COM
-$776.0K
0
-100%
减持
PM
PHILIP MORRIS INTL INC COM
+$764.8K
57,769
-6%
减持
ROL
ROLLINS INC COM
+$713.0K
549,206
-2%
减持
ADBE
ADOBE SYS INC COM
-$708.0K
11,054
-31%
增持
PAYX
PAYCHEX INC COM
+$703.8K
71,987
+6%
减持
CI
CIGNA CORPORATION COM
+$695.5K
12,937
-0%
减持
AA
ALCOA CORP COM
-$656.0K
25,401
-53%
减持
GE
GENERAL ELECTRIC CO COM
+$644.6K
31,037
-2%
建仓
XLY
SELECT SECTOR SPDR TR SBI CONS
+$631.6K
4,890
减持
A
AGILENT TECHNOLOGIES INC COM
+$616.0K
21,931
-0%
减持
GXO
GXO LOGISTICS INCORPORATED COM
-$575.4K
22,291
-49%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$565.8K
95,512
-16%
减持
ZS
ZSCALER INC COM
-$561.8K
3,585
-39%
增持
SBUX
STARBUCKS CORP COM
+$561.2K
16,635
+29%
增持
FCX
FREEPORT-MCMORAN INC.
+$559.5K
50,171
+2%
