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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 8
增持 59
减持 77
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORP COM
+$80.1M
201,390
-2%
增持
MSFT
MICROSOFT CORP COM
+$64.5M
856,350
+9%
减持
AAPL
APPLE INC COM
-$48.7M
2,164,975
-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
AVGO
BROADCOM INC
+$40.1M
52,147
+101%
增持
—
EATON CORP PLC SHS
+$38.5M
402,385
+11%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$37.6M
145,461
+140%
增持
ORLY
O REILLY AUTOMOTIVE INC NEW CO
+$35.6M
65,217
+63%
减持
COST
COSTCO WHSL CORP NEW COM
+$33.8M
477,871
-0%
增持
AMZN
AMAZON COM INC COM
+$32.3M
1,042,999
+2%
增持
V
VISA INC COM CL A
+$29.4M
1,176,525
+2%
减持
ECL
ECOLAB INC COM
+$23.1M
732,067
-0%
增持
APO
APOLLO GLOBAL MGMT INC COM CL
+$23.0M
688,438
+18%
增持
IBM
INTERNATIONAL BUSINESS MACHS C
+$19.9M
181,205
+102%
建仓
VRT
VERTIV HOLDINGS CO-A
+$19.1M
233,299
增持
ZTS
ZOETIS INC CL A
-$19.0M
1,034,222
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$17.3M
274,006
-0%
增持
INTU
INTUIT COM
+$16.4M
316,811
+4%
减持
JPM
JPMORGAN CHASE & CO COM
+$16.3M
578,093
-1%
减持
TTD
THE TRADE DESK INC COM CL A
+$14.9M
979,342
-0%
增持
SHW
SHERWIN-WILLIAMS CO
+$14.9M
294,206
+5%
增持
MTD
METTLER TOLEDO INTERNATIONAL C
+$14.4M
116,784
+0%
减持
EL
LAUDER ESTEE COS INC CL A
-$14.1M
41,501
-70%
增持
DHR
DANAHER CORP DEL COM
+$14.0M
501,099
+4%
减持
ATR
APTARGROUP INC COM
+$13.8M
713,584
-1%
减持
DOV
DOVER CORPORATION (Special)
+$13.7M
592,098
-0%
增持
APH
AMPHENOL CORP NEW CL A
+$13.5M
442,802
+17%
增持
HD
HOME DEPOT INC COM
+$13.3M
331,072
+1%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$12.3M
248,473
+7%
减持
CMCSA
COMCAST CORP NEW CL A
-$12.1M
331,918
-45%
增持
ABT
ABBOTT LABS COM
+$11.6M
382,840
+32%
增持
ADP
AUTOMATIC DATA PROCESSING INC
+$10.7M
606,649
+0%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$10.7M
1,395,829
-3%
清仓
—
ALLEGION PLC ORD SHS
-$10.5M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
+$10.5M
217,381
-0%
减持
LNG
CHENIERE ENERGY INC COM NEW
-$10.2M
3,072
-95%
减持
PGR
PROGRESSIVE CORP OHIO COM
+$8.9M
189,230
-0%
增持
CTAS
CINTAS CORP COM
+$8.8M
97,341
+1%
减持
JNJ
JOHNSON & JOHNSON COM
-$8.6M
874,912
-7%
减持
—
ALCON AG ORD SHS
-$8.2M
1,152,189
-14%
减持
IDXX
IDEXX LABS INC COM
-$8.2M
351,500
-1%
减持
TJX
TJX COS INC NEW COM
+$8.1M
1,254,194
-1%
增持
MLM
MARTIN MARIETTA MATERIALS
+$7.0M
36,413
+18%
增持
AMAT
APPLIED MATLS INC COM
+$6.7M
48,985
+132%
减持
GOOG
ALPHABET INC CAP STK CL C
+$6.1M
569,718
-0%
减持
J
JACOBS SOLUTIONS INC
+$6.1M
269,198
-1%
减持
AXP
AMERICAN EXPRESS CO COM
+$6.0M
152,255
-1%
减持
NKE
NIKE INC CL B
-$5.8M
261,917
-7%
增持
PWR
QUANTA SVCS INC COM
+$5.6M
123,848
+1%
减持
—
LAM RESEARCH CORP COM
+$5.5M
29,535
-0%
减持
WEX
WEX INC COM
+$5.3M
128,428
-1%
增持
EMR
EMERSON ELEC CO COM
+$5.1M
132,986
+29%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$5.0M
63,029
-8%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$5.0M
158,171
+40%
减持
—
EXXON MOBIL CORP COM
+$5.0M
329,553
-1%
减持
APD
AIR PRODS & CHEMS INC COM
-$4.9M
18,185
-47%
增持
LLY
LILLY ELI & CO COM
+$4.9M
22,650
+4%
增持
—
ACCENTURE PLC IRELAND SHS CLAS
+$4.8M
671,527
+3%
减持
MKC
MCCORMICK & CO INC COM NON VTG
+$4.7M
867,503
-4%
增持
ROK
ROCKWELL AUTOMATION INC
+$4.3M
119,675
+22%
增持
ADBE
ADOBE SYS INC COM
+$4.2M
47,906
+43%
减持
CL
COLGATE PALMOLIVE CO COM
-$4.2M
104,594
-39%
增持
—
STERIS PLC SHS USD
+$3.8M
605,576
+1%
增持
LOW
LOWES COS INC COM
+$3.7M
114,800
+0%
增持
SYK
STRYKER CORP COM
+$3.7M
63,073
+0%
减持
SYY
SYSCO CORP COM
+$3.6M
561,224
-2%
减持
IGSB
ISHARES SHORT-TERM CORP B
-$3.5M
1,151,986
-6%
清仓
—
SPLUNK INC COM
-$3.4M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$3.4M
63,363
+1%
减持
TROW
PRICE T ROWE GROUP INC COM
+$3.4M
250,499
-1%
减持
BMY
BRISTOL MYERS SQUIBB CO COM
-$3.3M
40,831
-62%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$3.0M
319,041
-0%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$2.9M
27,980
+92%
增持
ONEXF
ONEX CORP SUB VTG
+$2.9M
522,014
+1%
减持
RIO
RIO TINTO PLC SPONSORED ADR
-$2.8M
7,550
-83%
减持
FTV
FORTIVE CORP COM
+$2.7M
329,188
-5%
减持
MRK
MERCK & CO INC NEW COM
+$2.7M
119,324
-0%
减持
CCI
CROWN CASTLE INTL CORP
-$2.7M
252,779
-1%
增持
GWW
GRAINGER W W INC COM
+$2.6M
13,856
+0%
减持
VLTO
VERALTO CORP COM SHS
-$2.4M
10,782
-74%
增持
VEEV
VEEVA SYS INC CL A COM
+$2.4M
57,532
+1%
减持
PEP
PEPSICO INC COM
+$2.4M
578,642
-1%
减持
FTNT
FORTINET INC COM
+$2.2M
298,525
-4%
增持
AMGN
AMGEN INC COM
+$2.1M
58,048
+16%
减持
DIS
DISNEY WALT CO COM DISNEY
-$2.1M
125,374
-35%
减持
GMAB
GENMAB A S SPONSORED ADR
-$2.1M
89,435
-40%
增持
NFLX
NETFLIX INC COM
+$2.1M
4,802
+188%
增持
ABBV
ABBVIE INC COM
+$2.0M
71,316
+0%
增持
—
SHOCKWAVE MED INC COM
+$1.9M
13,435
+3%
减持
—
ARCH CAP GROUP LTD ORD
+$1.9M
139,380
-6%
增持
ET
ENERGY TRANSFER LP
+$1.8M
814,273
+2%
减持
—
AON PLC CLASS-A ORDINARY SHARE
+$1.7M
103,706
-8%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$1.7M
51,843
-3%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL
+$1.7M
30
-6%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$1.6M
62,326
-3%
减持
BF/A
BROWN FORMAN CORP
-$1.5M
34,356
-39%
建仓
BXSL
BLACKSTONE SECD LENDING FD COM
+$1.5M
46,900
减持
GE
GENERAL ELECTRIC CO COM
+$1.4M
31,531
-2%
减持
IBB
ISHARES TR NASDAQ BIOTECH INDX
-$1.4M
59,229
-16%
减持
PH
PARKER HANNIFIN CORP
+$1.4M
19,231
-4%
增持
MGNI
MAGNITE INC
+$1.4M
748,614
+5%
减持
EPD
ENTERPRISE PRODS PARTNERS L P
+$1.4M
1,672,344
-7%
减持
LVMUY
LVMH MOET HENNESSY LOU VUITTON
-$1.4M
53,571
-21%
减持
—
AIR LEASE CORP CL A
+$1.3M
225,009
-8%
建仓
BINC
BLACKROCK ETF TRUST II FLEXIBL
+$1.3M
25,352
建仓
QTRX
QUANTERIX CORP COM
+$1.3M
56,337
增持
XBI
SPDR S&P BIOTECHNOLOGY ETF
+$1.3M
125,383
+6%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$1.3M
67,177
-9%
建仓
SMH
VANECK SEMICONDUCTOR ETF
+$1.3M
5,764
减持
—
WHITE MTNS INS GROUP LTD COM
+$1.3M
5,193
-3%
减持
CSCO
CISCO SYS INC COM
-$1.3M
213,759
-10%
建仓
—
1/100 BERKSHIRE HATHAWAY CL A
+$1.3M
200
建仓
COO
COOPER COS INC COM NEW
+$1.2M
12,000
减持
GBTC
GRAYSCALE BITCOIN TRUST BTC
+$1.2M
42,270
-1%
减持
OXY
OCCIDENTAL PETE CORP DEL COM
-$1.2M
21,421
-50%
减持
CAT
CATERPILLAR INC DEL COM
+$1.2M
16,533
-0%
清仓
—
COOPER COS INC COM NEW
-$1.1M
0
-100%
增持
QQQ
INVESCO QQQ TRUST SERIES 1
+$1.1M
25,773
+2%
减持
TSLA
TESLA MTRS INC COM
-$1.1M
10,780
-10%
增持
VTSAX
VANGUARD INDEX FDS TOT STKIDX
+$1.0M
28,954
+27%
减持
CRWD
CROWDSTRIKE HOLDINGS INC
-$942.5K
3,820
-55%
减持
ROL
ROLLINS INC COM
+$915.8K
462,793
-1%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$911.9K
18,747
+0%
增持
WSO
WATSCO INC COM
+$895.8K
4,479
+85%
增持
AZO
AUTOZONE INC COM
+$894.7K
1,028
+13%
减持
NSRGY
NESTLE S A SPONSORED ADR
-$887.8K
17,909
-26%
建仓
CIBR
FIRST TRUST NASDAQ CYBERSECURI
+$853.2K
15,130
减持
PYPL
PAYPAL HLDGS INC COM
-$844.5K
3,353
-81%
增持
VLO
VALERO ENERGY CORP NEW COM
+$836.3K
14,279
+16%
清仓
SPMD
SPDR SER TR PORTFOLIO S&P400
-$790.7K
0
-100%
减持
—
BROOKFIELD INFRAST PARTNERS LP
-$768.3K
16,644
-59%
增持
GS
GOLDMAN SACHS GROUP INC
+$767.8K
8,596
+17%
减持
PFE
PFIZER INC COM
-$755.6K
213,548
-8%
减持
MPC
MARATHON PETE CORP COM
+$697.9K
14,473
-3%
增持
—
ASML HOLDING N V N Y REGISTRY
+$696.7K
1,710
+34%
减持
MFA
MFA FINL INC COM
-$695.1K
180,662
-26%
减持
PDX
PIMCO DYNM INC STRGY-USD INC
+$684.1K
1,225,191
-1%
减持
GIS
GENERAL MLS INC COM
+$682.7K
149,908
-0%
减持
META
META PLATFORMS INC
+$672.3K
5,788
-4%
减持
MMM
3M CO COM
-$670.9K
3,595
-63%
增持
CRM
SALESFORCE COM INC COM
+$669.8K
4,167
+87%
清仓
GXO
GXO LOGISTICS INCORPORATED COM
-$668.6K
0
-100%
增持
DELL
DELL INC COM
+$663.7K
10,297
+54%
增持
SWPPX
SCHWAB CAP TR S&P 500IDX SEL
+$643.8K
12,160
+162%
增持
DXCM
DEXCOM INC COM
+$636.2K
23,588
+11%
增持
MCO
MOODYS CORP
+$629.6K
7,441
+27%
增持
KLAC
KLA-TENCOR CORP COM
+$622.7K
5,260
+0%
减持
MDY
SPDR S&P MIDCAP 400 INDEX
+$619.4K
12,802
-0%
增持
MA
MASTERCARD INCORPORATED CL A
+$618.3K
10,222
+1%
减持
CI
CIGNA CORPORATION COM
+$572.1K
11,278
-4%
清仓
SCHF
SCHWAB STRATEGIC TR INTL EQTY
-$568.1K
0
-100%
