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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 4
增持 37
减持 103
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
-$72.8M
2,114,083
-2%
减持
NVDA
NVIDIA CORP COM
-$61.7M
1,898,607
-5%
减持
TTD
THE TRADE DESK INC COM CL A
-$58.5M
916,308
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。
-1%
增持
LLY
LILLY ELI & CO COM
+$54.3M
92,511
+222%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$47.3M
1,350,507
-0%
增持
MSFT
MICROSOFT CORP COM
-$37.6M
889,749
+1%
增持
AVGO
BROADCOM INC
-$34.7M
563,651
+1%
减持
V
VISA INC COM CL A
+$34.3M
1,118,431
-1%
减持
AMZN
AMAZON COM INC COM
-$32.4M
1,093,342
-0%
增持
UBER
UBER TECHNOLOGIES INC COM
+$32.3M
818,975
+80%
减持
—
ACCENTURE PLC IRELAND SHS CLAS
-$29.9M
572,105
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
-$20.9M
154,939
-18%
增持
ORLY
O REILLY AUTOMOTIVE INC NEW CO
+$20.8M
79,651
+1%
减持
GOOG
ALPHABET INC CAP STK CL C
-$19.7M
543,604
-1%
减持
—
STERIS PLC SHS USD
-$19.5M
423,126
-25%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$19.4M
266,343
-1%
减持
BX
BLACKSTONE GROUP INC
-$18.6M
525,132
-2%
减持
ZTS
ZOETIS INC CL A
-$17.0M
845,480
-12%
减持
PEP
PEPSICO INC COM
-$15.5M
363,713
-21%
减持
DHR
DANAHER CORP DEL COM
-$15.3M
467,599
-3%
减持
ROP
ROPER TECHNOLOGIES INC COM
+$13.9M
253,220
-3%
减持
ECL
ECOLAB INC COM
+$12.3M
726,497
-1%
增持
VRT
VERTIV HOLDINGS CO-A
-$12.1M
332,114
+5%
增持
—
EATON CORP PLC SHS
-$11.1M
486,859
+13%
减持
DELL
DELL INC COM
-$11.1M
86,190
-48%
减持
IDXX
IDEXX LABS INC COM
-$10.1M
295,338
-9%
减持
HD
HOME DEPOT INC COM
-$9.7M
307,102
-2%
清仓
MGNI
MAGNITE INC
-$9.6M
0
-100%
减持
DOV
DOVER CORPORATION (Special)
-$9.0M
540,384
-2%
减持
INTU
INTUIT COM
-$8.8M
311,945
-2%
减持
WEX
WEX INC COM
-$8.5M
61,425
-41%
减持
MLM
MARTIN MARIETTA MATERIALS
-$8.3M
20,114
-42%
减持
CTAS
CINTAS CORP COM
+$8.3M
380,415
-1%
减持
PGR
PROGRESSIVE CORP OHIO COM
+$7.7M
185,375
-1%
增持
IAU
ISHARES COMEX GOLD TR ISHARES
+$7.6M
256,434
+70%
减持
ONEXF
ONEX CORP SUB VTG
-$6.7M
501,231
-3%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL
+$6.7M
34
+13%
减持
ATR
APTARGROUP INC COM
-$6.7M
678,114
-1%
减持
MTD
METTLER TOLEDO INTERNATIONAL C
-$6.5M
105,885
-2%
减持
J
JACOBS SOLUTIONS INC
-$6.4M
187,999
-14%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$6.3M
39,810
-26%
增持
CIEN
CIENA CORP COM NEW
-$6.0M
269,753
+2%
增持
WSO
WATSCO INC COM
+$6.0M
146,406
+1%
减持
TROW
PRICE T ROWE GROUP INC COM
-$5.9M
196,030
-7%
增持
PWR
QUANTA SVCS INC COM
-$5.8M
135,984
+7%
减持
COST
COSTCO WHSL CORP NEW COM
+$5.7M
443,562
-2%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$5.4M
251,282
-20%
减持
MCHP
MICROCHIP TECHNOLOGY INC
-$5.4M
183,753
-26%
减持
ADBE
ADOBE SYS INC COM
-$5.4M
20,843
-31%
减持
TTEK
TETRA TECH INC NEW COM
-$5.0M
404,187
-4%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$4.9M
572,665
-1%
减持
AMGN
AMGEN INC COM
+$4.8M
110,991
-3%
减持
EPD
ENTERPRISE PRODS PARTNERS L P
+$4.3M
1,581,762
-0%
减持
APH
AMPHENOL CORP NEW CL A
-$4.3M
854,233
-2%
增持
JPM
JPMORGAN CHASE & CO COM
+$4.1M
578,537
+1%
减持
AXP
AMERICAN EXPRESS CO COM
-$4.1M
126,922
-1%
减持
NKE
NIKE INC CL B
-$3.7M
87,007
-29%
减持
FTV
FORTIVE CORP COM
-$3.6M
13,934
-77%
减持
DIS
DISNEY WALT CO COM DISNEY
-$3.5M
106,938
-15%
减持
—
EXXON MOBIL CORP COM
+$3.5M
326,517
-1%
减持
—
ALCON AG ORD SHS
+$3.4M
940,934
-7%
减持
JNJ
JOHNSON & JOHNSON COM
-$3.4M
438,832
-17%
减持
EMR
EMERSON ELEC CO COM
-$3.3M
142,473
-7%
增持
META
META PLATFORMS INC
+$3.3M
23,089
+35%
减持
ROK
ROCKWELL AUTOMATION INC
-$3.3M
49,096
-12%
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$2.9M
39,976
-7%
减持
MKC
MCCORMICK & CO INC COM NON VTG
+$2.8M
784,540
-3%
减持
ABT
ABBOTT LABS COM
+$2.7M
172,116
-3%
减持
XBI
SPDR S&P BIOTECHNOLOGY ETF
-$2.7M
56,955
-30%
减持
AMAT
APPLIED MATLS INC COM
-$2.7M
44,545
-21%
减持
ORCL
ORACLE CORP COM
-$2.7M
92,583
-1%
减持
MRK
MERCK & CO INC NEW COM
-$2.7M
78,074
-20%
减持
PDX
PIMCO DYNM INC STRGY-USD INC
-$2.5M
1,049,190
-3%
增持
CVX
CHEVRON CORP NEW COM
+$2.5M
103,461
+1%
减持
LOW
LOWES COS INC COM
-$2.5M
108,531
-4%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$2.5M
13,694
+339%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.3M
102,669
+5%
增持
WMB
WILLIAMS COS INC DEL COM
+$2.3M
66,663
+108%
增持
VRSK
VERISK ANALYTICS INC CL A
+$2.1M
27,329
+25%
减持
—
AIR LEASE CORP CL A
-$2.1M
38,452
-53%
增持
IGSB
ISHARES SHORT-TERM CORP B
+$2.1M
1,548,693
+1%
清仓
—
1/100 BERKSHIRE HATHAWAY CL A
-$2.0M
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS C
+$2.0M
116,833
-5%
减持
MSCI
MSCI INC COM
-$1.9M
821
-79%
减持
HON
HONEYWELL INTL INC
-$1.9M
57,038
-8%
减持
AMT
AMERICAN TOWER CORP NEW COM
+$1.9M
59,049
-1%
减持
ABBV
ABBVIE INC COM
+$1.7M
61,232
-2%
减持
ROL
ROLLINS INC COM
+$1.7M
342,512
-6%
增持
QTRX
QUANTERIX CORP COM
-$1.7M
513,489
+9%
减持
PM
PHILIP MORRIS INTL INC COM
+$1.5M
39,932
-1%
增持
GLD
SPDR GOLD TRUST
+$1.5M
21,762
+10%
减持
SYY
SYSCO CORP COM
-$1.4M
513,400
-2%
增持
CSCO
CISCO SYS INC COM
+$1.4M
179,154
+10%
清仓
SMH
VANECK SEMICONDUCTOR ETF
-$1.4M
0
-100%
减持
CCI
CROWN CASTLE INTL CORP
+$1.4M
189,960
-6%
减持
CMCSA
COMCAST CORP NEW CL A
-$1.3M
216,121
-13%
清仓
—
KELLANOVA
-$1.2M
0
-100%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF
-$1.1M
42,980
-0%
增持
PAYX
PAYCHEX INC COM
+$1.1M
73,591
+1%
减持
VGT
VANGUARD WORLD FDS INF TECH ET
-$1.1M
10,547
-4%
减持
ET
ENERGY TRANSFER LP
-$1.1M
796,131
-2%
减持
MCO
MOODYS CORP
-$1.1M
5,027
-30%
减持
WM
WASTE MGMT INC DEL COM
+$1.1M
38,001
-1%
增持
GE
GENERAL ELECTRIC CO COM
+$1.1M
31,855
+0%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$1.0M
186,752
+4%
建仓
WIGRX
WASATCH FDS TR CRE GWTH INSTL
+$983.6K
11,853
减持
ITW
ILLINOIS TOOL WKS INC COM
-$965.6K
51,766
-5%
减持
TXN
TEXAS INSTRS INC COM
-$945.9K
74,005
-3%
增持
GS
GOLDMAN SACHS GROUP INC
+$927.4K
62,032
+8%
减持
—
AON PLC CLASS-A ORDINARY SHARE
+$920.4K
70,551
-7%
减持
KO
COCA COLA CO COM
+$918.3K
106,515
-1%
减持
GWW
GRAINGER W W INC COM
-$916.9K
13,576
-0%
增持
APO
APOLLO GLOBAL MGMT INC COM CL
+$916.7K
881,779
+22%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$901.8K
317,002
-1%
增持
TSLA
TESLA MTRS INC COM
-$860.2K
8,829
+13%
增持
AZO
AUTOZONE INC COM
+$851.3K
1,095
+5%
减持
CAT
CATERPILLAR INC DEL COM
-$837.3K
16,313
-5%
增持
BINC
BLACKROCK ETF TRUST II FLEXIBL
+$776.0K
78,342
+22%
减持
IBB
ISHARES TR NASDAQ BIOTECH INDX
-$753.5K
43,108
-9%
清仓
CAG
CONAGRA BRANDS INC
-$693.8K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$691.9K
7,170
-11%
减持
SHW
SHERWIN-WILLIAMS CO
-$670.4K
297,267
-3%
减持
PH
PARKER HANNIFIN CORP
-$669.7K
19,702
-1%
增持
CLH
CLEAN HARBORS INC COM
-$668.1K
55,528
+10%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$647.3K
10,030
-28%
减持
CDW
CDW CORP COM
-$646.0K
2,736
-56%
增持
NOW
SERVICENOW INC COM
-$621.7K
2,367
+0%
减持
ENOV
ENOVIS CORP
-$604.1K
76,530
-5%
建仓
AEM
AGNICO EAGLE MINES LTD COM
+$590.8K
5,450
增持
GIS
GENERAL MLS INC COM
-$588.8K
149,196
+0%
减持
FLO
FLOWERS FOODS INC COM
-$588.5K
348,878
-0%
减持
SYK
STRYKER CORP COM
+$573.3K
61,840
-1%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$566.9K
22,732
-2%
减持
CME
CME GROUP INC COM
-$564.6K
1,888
-59%
减持
TJX
TJX COS INC NEW COM
-$549.7K
1,212,518
-1%
建仓
WAMVX
WASATCH FUNDS TR MICRO CAP VAL
+$536.1K
142,593
减持
TMUS
T-MOBILE US INC COM
+$505.6K
48,595
-14%
减持
XLK
SELECT SECTOR SPDR TR TECHNOLO
-$498.2K
18,954
-0%
减持
MDY
SPDR S&P MIDCAP 400 INDEX
-$448.5K
8,354
-3%
清仓
VBR
VANGUARD INDEX FDS SM CP VAL E
-$446.1K
0
-100%
增持
IVV
ISHARES TR CORE S&P500 ETF
-$445.8K
17,283
+0%
减持
MKSI
MKS INSTRUMENT INC COM
-$445.7K
8,482
-21%
减持
BIV
VANGUARD BD INDEX FD INC INTER
-$434.1K
9,816
-38%
建仓
MU
MICRON TECHNOLOGY INC
+$424.4K
4,884
减持
—
ARCH CAP GROUP LTD ORD
+$419.8K
134,334
-1%
增持
QQQ
INVESCO QQQ TRUST SERIES 1
-$415.7K
11,733
+1%
减持
SNPS
SYNOPSYS INC COM
-$410.7K
4,305
-7%
增持
BKNG
BOOKING HOLDINGS INC
+$405.8K
238
+71%
减持
UNP
UNION PAC CORP COM
-$404.5K
29,487
-9%
减持
BMY
BRISTOL MYERS SQUIBB CO COM
-$401.6K
4,840
-61%
