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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 5
增持 52
减持 89
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP COM
+$53.9M
786,667
+3%
减持
AAPL
APPLE INC COM
+$43.3M
2,181,440
-1%
减持
COST
COSTCO WHSL CORP NEW COM
+$42.8M
479,136
-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。
增持
INTU
INTUIT COM
+$38.6M
303,296
+3%
减持
IDXX
IDEXX LABS INC COM
+$38.6M
356,684
-2%
增持
V
VISA INC COM CL A
+$36.4M
1,148,335
+1%
增持
—
EATON CORP PLC SHS
+$33.4M
362,525
+43%
增持
AMZN
AMAZON COM INC COM
+$32.5M
1,025,931
+6%
增持
ORLY
O REILLY AUTOMOTIVE INC NEW CO
+$30.7M
40,062
+397%
减持
EL
LAUDER ESTEE COS INC CL A
-$30.4M
140,035
-60%
增持
—
ACCENTURE PLC IRELAND SHS CLAS
+$28.5M
649,598
+0%
增持
SHW
SHERWIN-WILLIAMS CO
+$25.2M
279,926
+15%
增持
ZTS
ZOETIS INC CL A
+$23.2M
983,091
+0%
减持
ECL
ECOLAB INC COM
+$20.1M
735,512
-1%
增持
APH
AMPHENOL CORP NEW CL A
+$20.0M
379,234
+81%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$19.1M
904,866
-15%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$18.8M
60,612
+944%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$16.5M
233,097
+2%
增持
NVDA
NVIDIA CORP COM
+$16.5M
205,721
+5%
减持
HD
HOME DEPOT INC COM
+$13.9M
328,177
-1%
减持
BX
BLACKSTONE GROUP INC
+$12.9M
564,280
-1%
增持
CTAS
CINTAS CORP COM
+$12.2M
96,347
+1%
减持
MTD
METTLER TOLEDO INTERNATIONAL C
+$11.7M
116,303
-0%
增持
AVGO
BROADCOM INC
+$11.5M
25,993
+23%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$11.3M
1,431,789
-1%
减持
MRK
MERCK & CO INC NEW COM
-$11.2M
119,379
-49%
减持
JPM
JPMORGAN CHASE & CO COM
+$9.9M
585,096
-5%
减持
DHR
DANAHER CORP DEL COM
-$9.0M
480,531
-1%
增持
APO
APOLLO GLOBAL MGMT INC COM CL
+$8.0M
583,487
+13%
增持
IBM
INTERNATIONAL BUSINESS MACHS C
+$7.8M
89,918
+83%
增持
ABT
ABBOTT LABS COM
+$7.7M
290,021
+16%
减持
—
ALLEGION PLC ORD SHS
-$7.3M
83,225
-51%
减持
—
EXXON MOBIL CORP COM
-$6.8M
333,307
-2%
增持
ADBE
ADOBE SYS INC COM
+$6.6M
33,521
+27%
增持
TJX
TJX COS INC NEW COM
+$6.5M
1,269,797
+0%
减持
DOV
DOVER CORPORATION (Special)
+$6.5M
592,774
-2%
减持
EOG
EOG RES INC COM
-$6.4M
31,141
-61%
减持
TTD
THE TRADE DESK INC COM CL A
-$6.4M
982,966
-0%
增持
ROK
ROCKWELL AUTOMATION INC
+$6.3M
98,426
+16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$6.0M
274,623
+5%
减持
AXP
AMERICAN EXPRESS CO COM
+$5.7M
153,071
-1%
增持
IGSB
ISHARES SHORT-TERM CORP B
+$5.6M
1,220,166
+7%
减持
CMCSA
COMCAST CORP NEW CL A
-$5.6M
603,686
-17%
减持
ONEXF
ONEX CORP SUB VTG
+$5.5M
519,210
-1%
减持
CCI
CROWN CASTLE INTL CORP
+$5.2M
255,415
-3%
增持
MLM
MARTIN MARIETTA MATERIALS
+$5.2M
30,765
+24%
增持
PWR
QUANTA SVCS INC COM
+$5.2M
123,025
+8%
减持
CVX
CHEVRON CORP NEW COM
-$5.0M
136,354
-9%
增持
—
STERIS PLC SHS USD
+$4.9M
601,991
+4%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$4.8M
604,205
-0%
增持
—
LAM RESEARCH CORP COM
+$4.7M
29,629
+0%
增持
J
JACOBS SOLUTIONS INC
+$4.3M
272,167
+20%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$4.2M
53,223
+10%
减持
RVTY
REVVITY INC
-$4.1M
2,000
-95%
增持
MCHP
MICROCHIP TECHNOLOGY INC
+$3.8M
239,803
+5%
减持
GOOG
ALPHABET INC CAP STK CL C
+$3.7M
572,246
-2%
减持
PGR
PROGRESSIVE CORP OHIO COM
+$3.7M
189,676
-0%
减持
LVMUY
LVMH MOET HENNESSY LOU VUITTON
-$3.6M
68,063
-30%
建仓
VLTO
VERALTO CORP COM SHS
+$3.4M
41,084
增持
LNG
CHENIERE ENERGY INC COM NEW
+$3.3M
62,637
+41%
减持
AMT
AMERICAN TOWER CORP NEW COM
+$3.3M
64,297
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
+$3.2M
218,324
-2%
减持
FTNT
FORTINET INC COM
-$3.1M
310,606
-15%
减持
PYPL
PAYPAL HLDGS INC COM
-$3.0M
17,410
-75%
减持
FNV
FRANCO NEVADA CORP COM
-$2.9M
2,864
-88%
增持
—
AON PLC CLASS-A ORDINARY SHARE
-$2.7M
113,046
+3%
减持
IBB
ISHARES TR NASDAQ BIOTECH INDX
-$2.6M
70,302
-29%
建仓
HACK
AMPLIFY CYBERSECURITY ETF
+$2.6M
42,535
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$2.5M
62,606
-2%
减持
PFE
PFIZER INC COM
-$2.4M
232,080
-16%
减持
BMY
BRISTOL MYERS SQUIBB CO COM
-$2.4M
108,293
-21%
增持
HYG
ISHARES TR HIGH YLD CORP
+$2.4M
232,075
+10%
减持
MSCI
MSCI INC COM
+$2.3M
54,191
-2%
清仓
—
PUREFUNDS ISE CYBER SECURITY E
-$2.3M
0
-100%
减持
NEE
NEXTERA ENERGY INC COM
-$2.3M
28,981
-59%
减持
ITW
ILLINOIS TOOL WKS INC COM
+$2.1M
73,802
-1%
增持
TMUS
T-MOBILE US INC COM
+$2.1M
79,036
+4%
减持
NKE
NIKE INC CL B
+$2.0M
280,403
-6%
减持
DIS
DISNEY WALT CO COM DISNEY
-$2.0M
193,307
-19%
增持
AMAT
APPLIED MATLS INC COM
+$2.0M
21,121
+101%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$1.9M
68,765
+1%
减持
GWW
GRAINGER W W INC COM
+$1.9M
13,853
-0%
减持
HRL
HORMEL FOODS CORP
-$1.9M
39,387
-52%
减持
EPD
ENTERPRISE PRODS PARTNERS L P
-$1.8M
1,799,541
-0%
增持
QQQ
INVESCO QQQ TRUST SERIES 1
+$1.8M
25,240
+6%
减持
VEEV
VEEVA SYS INC CL A COM
-$1.8M
56,684
-10%
减持
CL
COLGATE PALMOLIVE CO COM
-$1.8M
170,299
-21%
增持
VGT
VANGUARD WORLD FDS INF TECH ET
+$1.6M
8,931
+38%
减持
LOW
LOWES COS INC COM
+$1.6M
114,716
-0%
减持
JNJ
JOHNSON & JOHNSON COM
-$1.6M
937,971
-2%
减持
ATR
APTARGROUP INC COM
-$1.6M
718,610
-1%
减持
ROL
ROLLINS INC COM
+$1.5M
469,376
-8%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.5M
30,067
+18%
减持
MO
ALTRIA GROUP INC COM
-$1.5M
18,075
-65%
减持
BIV
VANGUARD BD INDEX FD INC INTER
-$1.4M
19,294
-52%
增持
LLY
LILLY ELI & CO COM
+$1.4M
21,791
+4%
增持
PEP
PEPSICO INC COM
+$1.4M
582,055
+1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC CL
+$1.3M
3,192
-2%
减持
OXY
OCCIDENTAL PETE CORP DEL COM
-$1.3M
43,104
-28%
减持
SYY
SYSCO CORP COM
+$1.3M
574,049
-7%
减持
CSCO
CISCO SYS INC COM
-$1.3M
236,356
-4%
减持
PH
PARKER HANNIFIN CORP
+$1.2M
20,121
-2%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$1.2M
16,550
-54%
减持
—
ALCON AG ORD SHS
+$1.2M
1,333,487
-0%
减持
UNP
UNION PAC CORP COM
+$1.2M
34,920
-4%
建仓
AMLP
ALPS ETF TR ALERIAN MLP
+$1.1M
26,198
增持
MCO
MOODYS CORP
+$1.1M
5,876
+53%
增持
VTI
VANGUARD INDEX FDS TOTAL STK M
+$1.1M
6,767
+170%
减持
—
ARCH CAP GROUP LTD ORD
-$1.1M
148,055
-2%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$1.1M
319,042
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$998.5K
106,028
-23%
减持
EMR
EMERSON ELEC CO COM
-$981.8K
102,736
-10%
减持
APD
AIR PRODS & CHEMS INC COM
-$971.1K
34,087
-6%
减持
PLD
PROLOGIS INC COM
+$930.2K
126,602
-11%
减持
AMGN
AMGEN INC COM
+$924.6K
49,861
-0%
增持
AZO
AUTOZONE INC COM
+$905.0K
907
+60%
减持
—
SHOCKWAVE MED INC COM
-$897.3K
12,985
-23%
增持
CDW
CDW CORP COM
+$883.1K
9,291
+53%
减持
—
GENMAB A/S SHS
-$873.5K
21,486
-1%
清仓
OGN
ORGANON & CO COMMON STOCK
-$857.0K
0
-100%
减持
TXN
TEXAS INSTRS INC COM
+$842.9K
73,952
-0%
减持
HON
HONEYWELL INTL INC
-$833.0K
165,547
-14%
减持
IVV
ISHARES TR CORE S&P500 ETF
+$790.5K
18,726
-1%
减持
GMAB
GENMAB A S SPONSORED ADR
-$776.2K
150,137
-5%
减持
BCE
BCE INC COM NEW
-$768.5K
33,225
-39%
减持
PDX
PIMCO DYNM INC STRGY-USD INC
+$764.9K
1,235,459
-0%
建仓
BNDX
VANGUARD CHARLOTTE FDS INTL BD
+$764.4K
15,484
清仓
LQD
ISHARES TR IBOXX INV CP ETF
-$759.4K
0
-100%
增持
CRWD
CROWDSTRIKE HOLDINGS INC
+$748.1K
8,488
+0%
建仓
VRSK
VERISK ANALYTICS INC CL A
+$740.0K
3,098
减持
WEX
WEX INC COM
+$722.9K
129,398
-0%
清仓
—
VMWARE INC CL A COM
-$722.5K
0
-100%
增持
META
META PLATFORMS INC
+$701.8K
6,041
+26%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$693.8K
14,567
+3%
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$652.3K
43,996
+7%
减持
PM
PHILIP MORRIS INTL INC COM
-$648.3K
48,396
-14%
减持
DXCM
DEXCOM INC COM
+$619.3K
21,238
-2%
减持
TSLA
TESLA MTRS INC COM
-$610.0K
11,975
-16%
减持
SLB
SCHLUMBERGER LTD COM
-$602.8K
17,072
-33%
增持
CME
CME GROUP INC COM
+$594.4K
5,666
+89%
减持
MGNI
MAGNITE INC
+$567.5K
711,671
-12%
增持
GE
GENERAL ELECTRIC CO COM
+$559.1K
32,086
+0%
减持
SPGI
S&P GLOBAL INC
+$547.5K
7,386
-0%
减持
BA
BOEING CO COM
+$530.2K
7,734
-0%
减持
MKSI
MKS INSTRUMENT INC COM
-$519.4K
14,840
-37%
减持
—
SPLUNK INC COM
-$517.8K
22,598
-17%
减持
VLO
VALERO ENERGY CORP NEW COM
-$505.6K
12,315
-17%
减持
XLK
SELECT SECTOR SPDR TR TECHNOLO
+$505.3K
18,922
-1%
减持
MDY
SPDR S&P MIDCAP 400 INDEX
+$497.4K
12,818
-3%
增持
NOW
SERVICENOW INC COM
+$459.0K
2,357
+9%
