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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 2
增持 37
减持 104
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
V
VISA INC COM CL A
+$41.6M
1,131,848
-2%
减持
IDXX
IDEXX LABS INC COM
-$38.3M
324,521
-5%
减持
MTD
METTLER TOLEDO INTERNATIONAL C
-$38.3M
107,506
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。
-5%
减持
ZTS
ZOETIS INC CL A
-$36.2M
958,895
-3%
减持
AMZN
AMAZON COM INC COM
+$33.5M
1,095,772
-1%
减持
AVGO
BROADCOM INC
+$32.3M
556,757
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
-$31.9M
188,419
-10%
减持
DHR
DANAHER CORP DEL COM
-$29.9M
484,404
-5%
减持
AAPL
APPLE INC COM
+$29.4M
2,166,154
-2%
减持
—
STERIS PLC SHS USD
-$27.8M
561,568
-5%
建仓
UBER
UBER TECHNOLOGIES INC COM
+$27.4M
454,504
减持
APO
APOLLO GLOBAL MGMT INC COM CL
+$27.2M
725,564
-2%
减持
AMAT
APPLIED MATLS INC COM
-$24.3M
56,365
-66%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$23.4M
1,353,273
-4%
减持
—
ALCON AG ORD SHS
-$22.5M
1,011,889
-7%
减持
JNJ
JOHNSON & JOHNSON COM
-$22.1M
526,865
-13%
减持
FTV
FORTIVE CORP COM
-$20.4M
61,042
-81%
减持
PEP
PEPSICO INC COM
-$20.0M
460,861
-13%
减持
MSFT
MICROSOFT CORP COM
-$16.5M
881,514
-2%
减持
ADBE
ADOBE SYS INC COM
-$16.1M
30,061
-47%
减持
JPM
JPMORGAN CHASE & CO COM
+$15.9M
574,824
-1%
减持
ECL
ECOLAB INC COM
-$15.6M
733,553
-0%
减持
NVDA
NVIDIA CORP COM
+$14.2M
1,991,787
-4%
减持
MSCI
MSCI INC COM
-$14.0M
3,907
-86%
减持
SHW
SHERWIN-WILLIAMS CO
-$13.2M
307,337
-0%
增持
CIEN
CIENA CORP COM NEW
+$11.2M
263,435
+46%
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$10.7M
43,114
-31%
减持
GOOG
ALPHABET INC CAP STK CL C
+$10.3M
549,518
-3%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$9.6M
179,143
+5%
减持
NKE
NIKE INC CL B
-$9.6M
121,999
-43%
减持
CTAS
CINTAS CORP COM
-$9.4M
382,433
-1%
增持
IGSB
ISHARES SHORT-TERM CORP B
+$9.4M
1,529,093
+16%
增持
ROP
ROPER TECHNOLOGIES INC COM
-$9.2M
260,449
+0%
减持
VEEV
VEEVA SYS INC CL A COM
-$8.8M
10,860
-79%
减持
CCI
CROWN CASTLE INTL CORP
-$8.2M
202,928
-10%
增持
DELL
DELL INC COM
+$7.9M
164,330
+76%
减持
HD
HOME DEPOT INC COM
-$7.6M
314,171
-2%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$7.1M
810,032
-3%
减持
QQQ
INVESCO QQQ TRUST SERIES 1
-$6.8M
11,575
-56%
增持
CLH
CLEAN HARBORS INC COM
+$6.7M
50,459
+148%
减持
BX
BLACKSTONE GROUP INC
+$6.6M
533,527
-4%
减持
XBI
SPDR S&P BIOTECHNOLOGY ETF
-$6.5M
81,470
-42%
减持
AMTM
AMENTUM HOLDINGS INC
-$6.4M
41,045
-82%
减持
—
ACCENTURE PLC IRELAND SHS CLAS
-$6.1M
592,535
-2%
增持
WSO
WATSCO INC COM
+$5.6M
144,435
+13%
增持
GS
GOLDMAN SACHS GROUP INC
+$5.5M
57,560
+4%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$5.3M
581,106
-2%
增持
VRT
VERTIV HOLDINGS CO-A
+$5.2M
317,694
+2%
增持
AMGN
AMGEN INC COM
-$5.1M
114,404
+5%
增持
MCHP
MICROCHIP TECHNOLOGY INC
-$4.8M
249,411
+5%
减持
ATR
APTARGROUP INC COM
-$4.6M
682,837
-2%
减持
WEX
WEX INC COM
-$4.6M
103,238
-5%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$4.6M
100,536
-27%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
-$4.2M
270,057
-2%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$4.0M
13,890
-60%
减持
MRK
MERCK & CO INC NEW COM
-$3.7M
97,392
-18%
增持
PWR
QUANTA SVCS INC COM
+$3.5M
127,592
+3%
减持
ROL
ROLLINS INC COM
-$3.4M
362,491
-9%
减持
PGR
PROGRESSIVE CORP OHIO COM
-$3.4M
186,737
-2%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF
-$3.4M
43,114
-15%
减持
DOV
DOVER CORPORATION (Special)
-$3.3M
553,821
-1%
减持
—
EXXON MOBIL CORP COM
-$3.3M
328,896
-0%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$3.3M
59,944
-3%
减持
LOW
LOWES COS INC COM
-$3.3M
112,722
-2%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$3.2M
53,704
+3%
增持
IAU
ISHARES COMEX GOLD TR ISHARES
+$3.1M
151,084
+73%
减持
—
ARCH CAP GROUP LTD ORD
-$3.1M
135,359
-3%
增持
CARR
CARRIER GLOBAL CORPORATION COM
-$3.0M
312,987
+3%
减持
AXP
AMERICAN EXPRESS CO COM
+$3.0M
128,836
-1%
增持
VRSK
VERISK ANALYTICS INC CL A
+$2.9M
21,820
+89%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$2.8M
319,103
+1%
增持
LRCX
LAM RESEARCH CORP COM
-$2.8M
293,770
+900%
减持
MLM
MARTIN MARIETTA MATERIALS
-$2.7M
34,733
-9%
减持
ORLY
O REILLY AUTOMOTIVE INC NEW CO
+$2.7M
78,695
-0%
减持
FTNT
FORTINET INC COM
+$2.7M
225,996
-6%
减持
ONEXF
ONEX CORP SUB VTG
+$2.6M
515,855
-4%
减持
APH
AMPHENOL CORP NEW CL A
+$2.5M
868,472
-2%
减持
CMCSA
COMCAST CORP NEW CL A
-$2.5M
247,157
-12%
减持
ET
ENERGY TRANSFER LP
+$2.4M
811,458
-3%
增持
HYG
ISHARES TR HIGH YLD CORP
+$2.4M
280,400
+14%
增持
VGT
VANGUARD WORLD FDS INF TECH ET
+$2.3M
11,007
+43%
减持
—
VICTREX PLC
-$2.2M
542,862
-25%
增持
VLTO
VERALTO CORP COM SHS
+$2.2M
123,502
+33%
增持
META
META PLATFORMS INC
+$2.0M
17,103
+22%
减持
CVX
CHEVRON CORP NEW COM
-$2.0M
102,174
-10%
减持
TTD
THE TRADE DESK INC COM CL A
+$1.9M
924,265
-5%
增持
LLY
LILLY ELI & CO COM
-$1.8M
28,693
+6%
减持
EMR
EMERSON ELEC CO COM
+$1.8M
152,901
-3%
减持
LVMUY
LVMH MOET HENNESSY LOU VUITTON
-$1.8M
14,127
-40%
减持
IBB
ISHARES TR NASDAQ BIOTECH INDX
-$1.7M
47,402
-14%
减持
EPD
ENTERPRISE PRODS PARTNERS L P
+$1.7M
1,585,052
-4%
清仓
GMAB
GENMAB A S SPONSORED ADR
-$1.6M
0
-100%
减持
MDY
SPDR S&P MIDCAP 400 INDEX
-$1.6M
8,612
-25%
减持
INTU
INTUIT COM
-$1.6M
318,707
-2%
减持
CL
COLGATE PALMOLIVE CO COM
-$1.6M
101,483
-3%
减持
TJX
TJX COS INC NEW COM
+$1.5M
1,227,004
-2%
减持
TXN
TEXAS INSTRS INC COM
-$1.5M
75,967
-0%
减持
SYY
SYSCO CORP COM
-$1.5M
522,757
-2%
减持
GIS
GENERAL MLS INC COM
-$1.5M
149,118
-0%
减持
PDX
PIMCO DYNM INC STRGY-USD INC
+$1.5M
1,082,365
-5%
减持
ABBV
ABBVIE INC COM
-$1.4M
62,352
-2%
清仓
SHY
ISHARES LEHMAN 1-3 YR TREASURY
-$1.3M
0
-100%
减持
KO
COCA COLA CO COM
-$1.2M
107,779
-2%
增持
—
EATON CORP PLC SHS
+$1.2M
432,362
+1%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF SH
-$1.2M
8,255
-77%
减持
REGN
REGENERON PHARMACEUTICALS COM
-$1.1M
1,098
-39%
减持
—
KELLANOVA
-$1.1M
14,799
-47%
减持
COST
COSTCO WHSL CORP NEW COM
+$1.1M
451,603
-3%
减持
CDW
CDW CORP COM
-$1.0M
6,231
-32%
减持
HON
HONEYWELL INTL INC
+$994.3K
61,710
-1%
减持
UNP
UNION PAC CORP COM
-$990.6K
32,321
-5%
减持
SGOIX
FIRST EAGLE OVERSEAS - I
-$985.1K
51,853
-34%
减持
VB
VANGUARD INDEX FDS SMALL CP ET
-$981.0K
7,128
-37%
减持
—
ASML HOLDING N V N Y REGISTRY
-$906.5K
945
-50%
减持
SPGI
S&P GLOBAL INC
-$904.3K
6,154
-20%
清仓
TDG
TRANSDIGM GROUP INC COM
-$872.0K
0
-100%
减持
PFE
PFIZER INC COM
-$871.6K
185,782
-7%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$865.6K
54,441
-3%
减持
TSLA
TESLA MTRS INC COM
+$857.0K
7,796
-11%
减持
GEV
GE VERNOVA INC COM
+$855.8K
11,680
-0%
清仓
MORN
MORNINGSTAR INC COM
-$829.7K
0
-100%
减持
QCOM
QUALCOMM INC COM
-$825.4K
9,833
-28%
减持
MA
MASTERCARD INCORPORATED CL A
-$794.6K
7,712
-22%
减持
PDI
PIMCO DYNAMIC INCOME FD SHS
-$790.8K
87,808
-26%
减持
CSCO
CISCO SYS INC COM
+$774.4K
162,426
-2%
增持
CI
CIGNA CORPORATION COM
-$754.1K
10,786
+0%
增持
XLC
SELECT SECTOR SPDR TR COMMUNIC
+$753.5K
14,075
+109%
增持
VCR
VANGUARD WORLD CONSUMER DISC E
+$739.7K
3,409
+115%
减持
BKNG
BOOKING HOLDINGS INC
-$737.3K
139
-59%
增持
PSNL
PERSONALIS INC COM
+$691.5K
134,072
+765%
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF S
-$676.9K
0
-100%
减持
OKE
ONEOK INC NEW COM
+$675.1K
73,389
-0%
建仓
LNG
CHENIERE ENERGY INC COM NEW
+$670.2K
3,119
减持
VLO
VALERO ENERGY CORP NEW COM
-$664.1K
8,934
-31%
增持
—
1/100 BERKSHIRE HATHAWAY CL A
+$660.4K
300
+50%
增持
—
CHUBB LIMITED COM
+$659.5K
5,088
+97%
增持
XLF
SELECT SECTOR SPDR TR SBI INT-
+$651.9K
36,082
+50%
减持
NFLX
NETFLIX INC COM
+$647.8K
4,653
-6%
增持
QTRX
QUANTERIX CORP COM
+$644.1K
471,514
+40%
增持
VFIAX
VANGUARD 500 INDEX FUND - ADM
+$643.6K
9,390
+12%
增持
GE
GENERAL ELECTRIC CO COM
-$637.5K
31,846
+1%
增持
LMT
LOCKHEED MARTIN CORP
-$633.8K
8,015
+3%
减持
MFA
MFA FINL INC COM
-$618.3K
74,062
-31%
增持
VO
VANGUARD MID-CAP ETF
+$615.8K
6,182
+60%
减持
VIG
VANGUARD SPECIALIZED PORTFOLIO
-$608.4K
11,137
-21%
清仓
FIS
FIDELITY NATL INFORMATION SVCS
-$605.7K
0
-100%
减持
HDSN
HUDSON TECHNOLOGIES INC COM
-$599.3K
44,000
-57%
增持
VHT
VANGUARD HEALTH CARE ETF
+$586.6K
5,328
+97%
清仓
—
SIG COMBIBLOC GROUP AG
-$579.9K
0
-100%
减持
FCX
FREEPORT-MCMORAN INC.
-$556.2K
10,614
-45%
