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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 9
增持 50
减持 84
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
+$73.4M
2,252,935
-2%
减持
MSFT
MICROSOFT CORP COM
+$33.9M
733,251
-1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$32.4M
1,428,775
+9%
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
NVDA
NVIDIA CORP COM
+$29.0M
211,706
+4%
减持
IDXX
IDEXX LABS INC COM
+$24.0M
369,939
-6%
增持
INTU
INTUIT COM
+$20.8M
257,988
+7%
减持
V
VISA INC COM CL A
+$19.8M
1,124,835
-0%
增持
JNJ
JOHNSON & JOHNSON COM
-$19.4M
953,162
+1%
增持
—
ACCENTURE PLC IRELAND SHS CLAS
+$19.0M
590,143
+5%
减持
ZTS
ZOETIS INC CL A
+$18.6M
966,219
-0%
减持
COST
COSTCO WHSL CORP NEW COM
+$16.9M
479,567
-1%
减持
TTD
THE TRADE DESK INC COM CL A
+$14.8M
984,150
-2%
减持
ECL
ECOLAB INC COM
+$13.9M
748,519
-1%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$13.7M
222,154
-14%
减持
AMZN
AMAZON COM INC COM
+$13.7M
804,293
-3%
减持
CRM
SALESFORCE COM INC COM
-$11.4M
5,110
-95%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$10.8M
611,450
-1%
增持
DOV
DOVER CORPORATION (Special)
+$10.2M
604,831
+0%
增持
RVTY
PERKINELMER INC COM
+$9.4M
104,438
+221%
增持
J
JACOBS SOLUTIONS INC
+$9.1M
131,413
+147%
减持
GOOG
ALPHABET INC CAP STK CL C
+$9.1M
597,664
-0%
清仓
—
CANADIAN PAC RY LTD COM
-$8.5M
0
-100%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$8.3M
108,155
减持
MTD
METTLER TOLEDO INTERNATIONAL C
+$8.0M
119,125
-1%
减持
DHR
DANAHER CORP DEL COM
-$7.8M
449,668
-1%
增持
APO
APOLLO GLOBAL MGMT INC COM CL
+$7.6M
451,415
+38%
减持
BX
BLACKSTONE GROUP INC
+$7.5M
578,206
-1%
清仓
FRCB
FIRST REPUBLIC BANK
-$6.7M
0
-100%
减持
HD
HOME DEPOT INC COM
-$6.6M
310,507
-0%
增持
—
EATON CORP PLC SHS
+$6.6M
201,800
+13%
减持
MSCI
MSCI INC COM
+$5.1M
54,299
-0%
增持
XBI
SPDR SER TR S&P BIOTECH
+$4.9M
160,876
+82%
建仓
ACI
ALBERTSONS COS INC - CLASS A
+$4.6M
223,007
减持
FTNT
FORTINET INC COM
+$4.5M
377,030
-10%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$4.2M
319,439
-0%
增持
—
STERIS PLC SHS USD
+$4.2M
573,719
+0%
增持
QQQ
INVESCO QQQ TRUST SERIES 1
+$4.0M
71,242
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
+$3.9M
219,787
-1%
减持
ATR
APTARGROUP INC COM
+$3.9M
646,977
-2%
增持
LVMUY
LVMH MOET HENNESSY LOU VUITTON
+$3.8M
90,219
+2%
减持
PYPL
PAYPAL HLDGS INC COM
-$3.8M
133,398
-32%
增持
CYRX
CRYOPORT INC COM PAR $0.001
+$3.6M
372,876
+22%
减持
PFE
PFIZER INC COM
-$3.6M
325,432
-1%
增持
PLD
PROLOGIS INC COM
+$3.6M
135,387
+14%
减持
CVX
CHEVRON CORP NEW COM
-$3.5M
163,251
-3%
增持
CCI
CROWN CASTLE INTL CORP
+$3.3M
839,313
+4%
减持
—
LAM RESEARCH CORP COM
+$3.2M
29,369
-0%
增持
FCX
FREEPORT-MCMORAN INC.
+$3.1M
122,890
+145%
减持
MCHP
MICROCHIP TECHNOLOGY INC
+$3.1M
232,503
-0%
减持
DIS
DISNEY WALT CO COM DISNEY
+$3.1M
266,741
-2%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$3.0M
70,997
+3%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$3.0M
93,405
+1%
增持
APH
AMPHENOL CORP NEW CL A
+$2.9M
148,383
+22%
增持
XIFR
NEXTERA ENERGY PARTNERS LP COM
+$2.7M
597,800
+25%
减持
EOG
EOG RES INC COM
-$2.7M
88,305
-11%
减持
AXP
AMERICAN EXPRESS CO COM
+$2.6M
157,252
-0%
增持
—
SHOCKWAVE MED INC COM
+$2.6M
15,760
+293%
减持
SYK
STRYKER CORP COM
+$2.5M
63,087
-0%
减持
TJX
TJX COS INC NEW COM
-$2.5M
1,263,020
-1%
增持
USB
US BANCORP DEL COM NEW
+$2.4M
201,459
+82%
减持
EPD
ENTERPRISE PRODS PARTNERS L P
+$2.4M
1,808,029
-2%
增持
MLM
MARTIN MARIETTA MATERIALS
+$2.4M
10,107
+189%
增持
ROK
ROCKWELL AUTOMATION INC
+$2.3M
64,129
+0%
减持
PWR
QUANTA SVCS INC COM
+$2.3M
117,277
-3%
增持
JPM
JPMORGAN CHASE & CO COM
+$2.3M
643,842
+6%
减持
WEX
WEX INC COM
+$2.3M
132,552
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$2.2M
8,544
-33%
减持
PGR
PROGRESSIVE CORP OHIO COM
+$2.1M
188,488
-1%
增持
AVGO
BROADCOM INC
+$2.1M
21,101
+3%
减持
PNC
PNC FINL SVCS GROUP INC
-$1.9M
30,543
-17%
建仓
—
LINDE PUBLIC LTD
+$1.9M
5,309
增持
HON
HONEYWELL INTL INC
-$1.8M
189,910
+7%
减持
GWW
GRAINGER W W INC COM
+$1.8M
13,875
-0%
增持
TXN
TEXAS INSTRS INC COM
+$1.8M
72,315
+3%
减持
—
ALCON AG ORD SHS
+$1.8M
1,329,500
-1%
减持
ITW
ILLINOIS TOOL WKS INC COM
+$1.7M
75,946
-0%
清仓
—
LINDE PUBLIC LTD
-$1.7M
0
-100%
减持
CMCSA
COMCAST CORP NEW CL A
+$1.6M
939,136
-3%
减持
CSCO
CISCO SYS INC COM
+$1.6M
372,360
-1%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$1.5M
47,655
+2%
增持
PEP
PEPSICO INC COM
+$1.4M
564,459
+0%
减持
SCHW
SCHWAB CHARLES CORP NEW COM
-$1.3M
32,922
-11%
减持
ALB
ALBEMARLE CORP COM
-$1.3M
73,865
-9%
减持
EMR
EMERSON ELEC CO COM
-$1.3M
134,619
-1%
减持
AMGN
AMGEN INC COM
-$1.3M
61,299
-0%
增持
TROW
PRICE T ROWE GROUP INC COM
+$1.3M
259,905
+1%
减持
BAC
BANK AMER CORP COM
-$1.3M
168,911
-8%
减持
NKE
NIKE INC CL B
+$1.3M
307,937
-1%
减持
GMAB
GENMAB A S SPONSORED ADR
-$1.2M
162,101
-6%
减持
FTV
FORTIVE CORP COM
+$1.2M
307,344
-0%
减持
ORCL
ORACLE CORP COM
+$1.2M
109,250
-0%
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$1.2M
75,617
+35%
减持
—
GENMAB A/S SHS
-$1.2M
22,057
-2%
增持
EOSE
EOS ENERGY ENTERPRISES INC COM
+$1.2M
661,200
+87%
减持
VEEV
VEEVA SYS INC CL A COM
+$1.2M
60,763
-2%
减持
RRX
REGAL REXNORD CORPORATION COM
-$1.2M
4,367
-70%
增持
ABT
ABBOTT LABS COM
-$1.1M
238,194
+4%
清仓
XOP
SPDR SERIES TRUST S&P OILGAS E
-$1.1M
0
-100%
减持
—
AON PLC CLASS-A ORDINARY SHARE
+$1.1M
109,246
-2%
减持
T
AT&T INC COM
-$1.1M
105,920
-37%
增持
CTAS
CINTAS CORP COM
+$1.1M
85,446
+0%
减持
CI
CIGNA CORPORATION COM
-$1.0M
12,709
-2%
增持
MRK
MERCK & CO INC NEW COM
-$1.0M
232,185
+0%
建仓
VTS
VITESSE ENERGY INC COMMON STOC
+$1.0M
52,656
增持
TSLA
TESLA MTRS INC COM
+$986.9K
11,236
+3%
减持
CMG
CHIPOTLE MEXICAN GRILL INC CL
+$977.1K
3,262
-2%
增持
ET
ENERGY TRANSFER LP
+$972.0K
704,952
+7%
减持
CL
COLGATE PALMOLIVE CO COM
-$970.1K
225,648
-1%
减持
XYL
XYLEM INC COM
-$965.0K
161,823
-0%
增持
PH
PARKER HANNIFIN CORP
+$940.4K
20,712
+0%
减持
APD
AIR PRODS & CHEMS INC COM
-$939.3K
38,137
-1%
减持
LULU
LULULEMON ATHLETICA INC COM
+$936.1K
25,192
-2%
增持
SHW
SHERWIN-WILLIAMS CO
+$899.2K
55,838
+14%
减持
ONEXF
ONEX CORP SUB VTG
-$877.0K
548,551
-0%
减持
—
BORR DRILLING LTD SHS
+$873.9K
341,490
-1%
建仓
GEHC
GE HEALTHCARE TECHNOLOGY
+$846.4K
10,318
建仓
NYVTX
DAVIS NY VENTURE FD INC CL A
+$810.8K
34,545
减持
DRI
DARDEN RESTAURANTS INC COM
+$768.1K
45,695
-0%
增持
EL
LAUDER ESTEE COS INC CL A
-$751.9K
457,475
+0%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$747.4K
77,547
-19%
增持
MPC
MARATHON PETE CORP COM
+$720.5K
28,034
+7%
减持
—
ARCH CAP GROUP LTD ORD
+$720.0K
153,390
-1%
增持
—
CAMBRIDGE BANCORP COM
+$697.2K
15,982
+292%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$678.6K
68,634
-1%
减持
CVS
CVS HEALTH CORPORATION
-$678.6K
11,285
-31%
增持
MPLX
MPLX LP COM UNIT REP LTD
+$657.2K
61,443
+38%
减持
TGT
TARGET CORP COM
-$647.1K
11,545
-33%
减持
—
VALARIS PLC SHS CLASS A
-$632.5K
16,120
-35%
减持
—
MAGELLAN MIDSTREAM PARTNERS
+$623.7K
166,388
-1%
减持
—
TALON METALS CORP SHS CAD
-$604.8K
4,068,144
-12%
减持
NEE
NEXTERA ENERGY INC COM
-$590.1K
81,230
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS C
-$583.0K
52,133
-1%
增持
—
DIAMOND OFFSHORE DRILLING INC
+$580.4K
59,460
+357%
减持
—
TRANSOCEAN LTD
+$573.8K
655,635
-17%
增持
XLK
SELECT SECTOR SPDR TR TECHNOLO
+$551.3K
19,593
+1%
清仓
AR
ANTERO RES CORP COM
-$528.4K
0
-100%
减持
NSC
NORFOLK SOUTHERN CORP
-$521.1K
11,883
-4%
建仓
CMP
COMPASS MINERALS INTL INC COM
+$513.8K
14,985
清仓
—
JPMORGAN TR I US LARGE CL A
-$508.2K
0
-100%
增持
SYY
SYSCO CORP COM
+$501.4K
629,162
+0%
建仓
AMX
AMERICA MOVIL SA DE CV ADR SER
+$486.3K
23,103
减持
BN
BROOKFIELD CORPORATION
-$479.5K
148,703
-12%
减持
BMY
BRISTOL MYERS SQUIBB CO COM
-$477.5K
138,492
-1%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$471.7K
13,305
+4%
建仓
VEA
VANGUARD MSCI EAFE ETF
+$451.9K
10,005
减持
COP
CONOCOPHILLIPS COM
-$446.7K
22,712
-1%
减持
F
FORD MTR CO DEL COM PAR $0.01
-$444.8K
19,750
-67%
减持
VLO
VALERO ENERGY CORP NEW COM
+$427.2K
35,728
-1%
清仓
—
AMERICA MOVIL SA DE CV ADR SER
-$420.5K
0
-100%
减持
—
BROOKFIELD INFRAST PARTNERS LP
+$405.2K
209,859
-3%
