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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 11
增持 62
减持 70
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC COM
+$49.7M
2,202,038
+0%
增持
WSO
WATSCO INC COM
+$35.9M
127,770
+119%
清仓
—
LAM RESEARCH CORP COM
-$31.3M
0
-100%
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
SHW
SHERWIN-WILLIAMS CO
+$26.3M
308,360
+1%
建仓
LRCX
LAM RESEARCH CORP COM
+$24.0M
29,379
减持
—
ACCENTURE PLC IRELAND SHS CLAS
+$23.9M
607,006
-3%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$23.2M
1,403,348
-0%
减持
ABT
ABBOTT LABS COM
-$22.4M
174,312
-57%
减持
ZTS
ZOETIS INC CL A
+$21.2M
984,777
-0%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$20.4M
595,725
-2%
减持
HD
HOME DEPOT INC COM
+$17.6M
320,421
-2%
增持
BX
BLACKSTONE GROUP INC
+$17.1M
557,354
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$15.1M
275,036
+0%
增持
DHR
DANAHER CORP DEL COM
+$14.5M
507,386
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC C
+$13.8M
210,019
+0%
增持
ECL
ECOLAB INC COM
+$13.4M
734,319
+0%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$13.3M
170,696
+8%
减持
COST
COSTCO WHSL CORP NEW COM
+$12.4M
465,564
-1%
减持
ATR
APTARGROUP INC COM
+$12.4M
698,655
-1%
减持
—
STERIS PLC SHS USD
+$12.2M
590,768
-1%
减持
TTD
THE TRADE DESK INC COM CL A
+$11.5M
973,013
-0%
增持
CTAS
CINTAS CORP COM
+$11.1M
384,906
+296%
建仓
CIEN
CIENA CORP COM NEW
+$11.1M
180,370
增持
INTU
INTUIT COM
-$11.1M
325,153
+0%
减持
GOOG
ALPHABET INC CAP STK CL C
-$11.0M
564,166
-2%
减持
—
ALCON AG ORD SHS
+$10.7M
1,083,079
-1%
增持
—
EATON CORP PLC SHS
+$10.7M
429,224
+2%
增持
IGSB
ISHARES SHORT-TERM CORP B
+$9.9M
1,323,593
+13%
增持
TTEK
TETRA TECH INC NEW COM
+$9.7M
348,912
+952%
增持
TJX
TJX COS INC NEW COM
+$9.5M
1,248,213
+0%
增持
VRT
VERTIV HOLDINGS CO-A
+$9.2M
310,571
+24%
增持
ORLY
O REILLY AUTOMOTIVE INC NEW CO
+$9.0M
78,703
+2%
减持
V
VISA INC COM CL A
+$8.8M
1,149,620
-2%
减持
PGR
PROGRESSIVE CORP OHIO COM
+$8.6M
189,799
-0%
减持
MSCI
MSCI INC COM
-$8.6M
27,960
-46%
减持
MKC
MCCORMICK & CO INC COM NON VTG
+$8.5M
836,916
-2%
增持
MSFT
MICROSOFT CORP COM
-$8.3M
901,890
+2%
减持
MTD
METTLER TOLEDO INTERNATIONAL C
+$8.2M
113,265
-2%
减持
NVDA
NVIDIA CORP COM
-$8.2M
2,085,428
-1%
增持
AVGO
BROADCOM INC
+$7.8M
561,229
+912%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$7.3M
302,491
+12%
建仓
AMTM
AMENTUM HOLDINGS INC
+$7.2M
223,803
增持
APO
APOLLO GLOBAL MGMT INC COM CL
+$7.0M
741,498
+2%
减持
CRWD
CROWDSTRIKE HOLDINGS INC
-$6.6M
3,117
-84%
减持
DOV
DOVER CORPORATION (Special)
+$6.0M
559,316
-0%
增持
AMGN
AMGEN INC COM
+$5.8M
108,467
+16%
增持
LOW
LOWES COS INC COM
+$5.8M
114,916
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS C
+$5.7M
124,724
-2%
增持
PWR
QUANTA SVCS INC COM
+$5.6M
123,632
+0%
增持
VLTO
VERALTO CORP COM SHS
+$5.4M
93,003
+77%
减持
ROK
ROCKWELL AUTOMATION INC
-$5.1M
57,786
-23%
建仓
CLH
CLEAN HARBORS INC COM
+$4.9M
20,348
减持
JPM
JPMORGAN CHASE & CO COM
+$4.7M
577,841
-0%
减持
LVMUY
LVMH MOET HENNESSY LOU VUITTON
-$4.6M
23,548
-56%
减持
DELL
DELL INC COM
-$4.5M
93,518
-17%
减持
TROW
PRICE T ROWE GROUP INC COM
-$4.3M
217,215
-10%
增持
GS
GOLDMAN SACHS GROUP INC
+$4.3M
55,493
+8%
减持
CCI
CROWN CASTLE INTL CORP
+$4.2M
224,671
-2%
减持
PEP
PEPSICO INC COM
-$4.2M
529,877
-7%
增持
META
META PLATFORMS INC
+$4.2M
13,982
+84%
减持
—
GENMAB A/S SHS
-$4.1M
862
-95%
增持
AMZN
AMAZON COM INC COM
-$4.0M
1,110,178
+2%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$3.6M
52,001
-1%
减持
FTNT
FORTINET INC COM
+$3.4M
240,811
-5%
减持
CVX
CHEVRON CORP NEW COM
-$3.4M
113,980
-12%
减持
—
AON PLC CLASS-A ORDINARY SHARE
+$3.4M
77,485
-3%
减持
J
JACOBS SOLUTIONS INC
-$3.3M
223,803
-4%
减持
IDXX
IDEXX LABS INC COM
+$3.3M
341,453
-2%
减持
SYY
SYSCO CORP COM
+$2.9M
531,437
-2%
减持
EL
LAUDER ESTEE COS INC CL A
-$2.8M
10,774
-70%
清仓
DXCM
DEXCOM INC COM
-$2.7M
0
-100%
减持
ORCL
ORACLE CORP COM
+$2.6M
91,293
-1%
增持
PH
PARKER HANNIFIN CORP
+$2.6M
20,235
+0%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$2.4M
61,596
+1%
增持
MCHP
MICROCHIP TECHNOLOGY INC
-$2.4M
238,494
+1%
增持
LLY
LILLY ELI & CO COM
+$2.4M
27,082
+14%
减持
AMP
AMERIPRISE FINL INC COM
-$2.4M
1,199
-83%
增持
AMAT
APPLIED MATLS INC COM
+$2.3M
165,808
+25%
增持
VRSK
VERISK ANALYTICS INC CL A
+$2.3M
11,554
+273%
建仓
SGOIX
FIRST EAGLE OVERSEAS - I
+$2.3M
78,864
减持
APH
AMPHENOL CORP NEW CL A
-$2.2M
886,989
-0%
减持
—
AIR LEASE CORP CL A
-$2.2M
83,486
-34%
增持
XBI
SPDR S&P BIOTECHNOLOGY ETF
+$2.2M
140,487
+11%
增持
HYG
ISHARES TR HIGH YLD CORP
+$2.0M
245,275
+7%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.0M
96,334
-0%
增持
GWW
GRAINGER W W INC COM
+$1.9M
13,797
+0%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$1.8M
50,433
+1%
增持
GIS
GENERAL MLS INC COM
+$1.6M
149,121
+0%
减持
—
ARCH CAP GROUP LTD ORD
+$1.5M
139,255
-0%
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$1.5M
62,687
-1%
减持
WEX
WEX INC COM
+$1.5M
108,379
-9%
增持
ONEXF
ONEX CORP SUB VTG
+$1.5M
538,144
+1%
减持
TMUS
T-MOBILE US INC COM
+$1.5M
58,933
-3%
增持
QTRX
QUANTERIX CORP COM
+$1.4M
337,044
+52%
增持
WM
WASTE MGMT INC DEL COM
+$1.4M
37,275
+26%
减持
JNJ
JOHNSON & JOHNSON COM
-$1.4M
606,782
-11%
减持
INTC
INTEL CORP COM
-$1.4M
11,129
-79%
建仓
SHY
ISHARES LEHMAN 1-3 YR TREASURY
+$1.3M
16,072
减持
FTV
FORTIVE CORP COM
+$1.3M
317,059
-1%
减持
MRK
MERCK & CO INC NEW COM
-$1.3M
118,139
-1%
清仓
TRGP
TARGA RES CORP COM
-$1.3M
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$1.2M
259,937
+2%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$1.2M
55,976
-16%
减持
PAYX
PAYCHEX INC COM
+$1.1M
74,136
-0%
减持
PDX
PIMCO DYNM INC STRGY-USD INC
+$1.1M
1,136,327
-1%
增持
GEV
GE VERNOVA INC COM
+$1.1M
11,711
+7%
增持
TXN
TEXAS INSTRS INC COM
+$1.1M
76,303
+1%
减持
SYK
STRYKER CORP COM
+$1.1M
62,344
-1%
增持
BINC
BLACKROCK ETF TRUST II FLEXIBL
+$1.1M
57,862
+48%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$1.0M
138,476
+1%
增持
GE
GENERAL ELECTRIC CO COM
+$970.7K
31,547
+1%
增持
OKE
ONEOK INC NEW COM
+$942.9K
73,446
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$921.6K
7,747
+0%
减持
CAT
CATERPILLAR INC DEL COM
+$878.7K
17,287
-2%
增持
VTI
VANGUARD INDEX FDS TOTAL STK M
+$878.2K
9,952
+37%
建仓
BLK
BLACKROCK INC COM
+$854.6K
900
建仓
TLN
TALEN ENERGY CORP COM
+$845.9K
4,746
减持
CMG
CHIPOTLE MEXICAN GRILL INC CL
-$831.6K
159,100
-0%
减持
HON
HONEYWELL INTL INC
-$831.1K
62,626
-3%
减持
OXY
OCCIDENTAL PETE CORP DEL COM
-$761.9K
9,580
-52%
减持
VEEV
VEEVA SYS INC CL A COM
-$738.4K
52,574
-18%
减持
PM
PHILIP MORRIS INTL INC COM
+$729.4K
42,789
-3%
增持
GLD
SPDR GOLD TRUST
+$722.7K
19,654
+4%
增持
APD
AIR PRODS & CHEMS INC COM
+$716.3K
17,788
+0%
清仓
CHH
CHOICE HOTELS INTL INC COM
-$714.0K
0
-100%
增持
HDSN
HUDSON TECHNOLOGIES INC COM
+$712.9K
101,293
+575%
减持
BN
BROOKFIELD CORPORATION
+$708.7K
61,573
-0%
清仓
—
BLACKROCK INC COM
-$704.7K
0
-100%
增持
AB
ALLIANCEBERNSTEIN HOLDING LP U
+$683.8K
84,100
+26%
减持
CL
COLGATE PALMOLIVE CO COM
+$667.1K
104,246
-0%
增持
VYM
VANGUARD HIGH DIV YLD ETF
+$662.9K
64,397
+1%
增持
ADBE
ADOBE SYS INC COM
-$657.9K
56,866
+5%
减持
UNP
UNION PAC CORP COM
+$646.5K
33,922
-1%
减持
—
KELLANOVA
+$619.1K
28,136
-2%
增持
TSLA
TESLA MTRS INC COM
+$615.7K
8,758
+3%
增持
SPGI
S&P GLOBAL INC
+$593.4K
7,683
+2%
增持
DRI
DARDEN RESTAURANTS INC COM
+$585.5K
45,695
+0%
增持
MA
MASTERCARD INCORPORATED CL A
+$582.0K
9,833
+2%
减持
KO
COCA COLA CO COM
+$576.5K
110,466
-4%
增持
IAU
ISHARES COMEX GOLD TR ISHARES
+$530.1K
87,306
+1%
减持
ENOV
ENOVIS CORP
-$515.0K
85,200
-8%
减持
VGT
VANGUARD WORLD FDS INF TECH ET
-$511.8K
7,687
-12%
建仓
SCHD
SCHWAB STRATEGIC TR US DIVIDEN
+$503.8K
5,960
减持
CSCO
CISCO SYS INC COM
+$501.8K
166,126
-5%
减持
—
EXXON MOBIL CORP COM
+$500.4K
330,344
-1%
建仓
—
TE CONNECTIVITY PLC ORD SHS
+$493.4K
3,268
建仓
VGHAX
VANGUARD SPECIALIZED PORTFOLIO
+$488.3K
5,076
清仓
—
TE CONNECTIVITY LTD REG SHS
-$487.5K
0
-100%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$476.2K
16,550
-3%
清仓
RIO
RIO TINTO PLC SPONSORED ADR
-$468.1K
0
-100%
