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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 6
增持 53
减持 88
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP COM
+$113.5M
899,706
+1%
增持
NVDA
NVIDIA CORP COM
+$100.8M
1,940,216
+2%
增持
AVGO
BROADCOM INC
+$63.1M
571,279
+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
+$56.4M
314,759
+1%
增持
—
EATON CORP PLC SHS
+$45.9M
499,165
+3%
减持
AAPL
APPLE INC COM
-$44.6M
2,071,258
-2%
减持
—
ACCENTURE PLC IRELAND SHS CLAS
-$34.8M
480,828
-16%
增持
AMZN
AMAZON COM INC COM
+$34.4M
1,104,891
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
-$32.7M
109,559
-29%
增持
TTD
THE TRADE DESK INC COM CL A
+$30.4M
1,118,632
+22%
减持
APH
AMPHENOL CORP NEW CL A
+$28.3M
853,720
-0%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$26.5M
1,335,441
-1%
减持
IDXX
IDEXX LABS INC COM
+$24.8M
277,488
-6%
减持
JPM
JPMORGAN CHASE & CO COM
+$24.0M
572,275
-1%
增持
PWR
QUANTA SVCS INC COM
+$22.1M
149,804
+10%
增持
UBER
UBER TECHNOLOGIES INC COM
+$20.9M
864,005
+5%
减持
VRT
VERTIV HOLDINGS CO-A
+$18.3M
329,110
-1%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$17.3M
11,467
-71%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$16.8M
233,690
-8%
增持
BKNG
BOOKING HOLDINGS INC
+$16.5M
3,039
+1177%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$13.1M
194,274
+4%
减持
COST
COSTCO WHSL CORP NEW COM
+$12.8M
436,677
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
-$12.7M
265,938
-0%
减持
PEP
PEPSICO INC COM
-$12.6M
317,797
-13%
增持
ECL
ECOLAB INC COM
+$11.7M
727,152
+0%
减持
JNJ
JOHNSON & JOHNSON COM
-$11.2M
402,976
-8%
增持
VRSK
VERISK ANALYTICS INC CL A
+$10.9M
61,159
+124%
增持
GS
GOLDMAN SACHS GROUP INC
+$10.4M
62,545
+1%
减持
—
AON PLC CLASS-A ORDINARY SHARE
-$10.4M
49,891
-29%
减持
GOOG
ALPHABET INC CAP STK CL C
+$10.1M
535,609
-1%
增持
IAU
ISHARES COMEX GOLD TR ISHARES
+$9.4M
392,635
+53%
减持
DHR
DANAHER CORP DEL COM
-$9.1M
439,065
-6%
减持
—
ALCON AG ORD SHS
-$9.0M
909,848
-3%
减持
ZTS
ZOETIS INC CL A
-$8.9M
835,850
-1%
增持
WSO
WATSCO INC COM
-$8.4M
149,383
+2%
减持
ONEXF
ONEX CORP SUB VTG
+$7.7M
500,983
-0%
增持
LRCX
LAM RESEARCH CORP COM
+$7.3M
294,764
+0%
减持
ORCL
ORACLE CORP COM
+$6.9M
90,763
-2%
增持
AXP
AMERICAN EXPRESS CO COM
+$6.5M
127,447
+0%
减持
LLY
LILLY ELI & CO COM
-$6.5M
89,672
-3%
增持
APO
APOLLO GLOBAL MGMT INC COM CL
+$6.4M
896,505
+2%
减持
CTAS
CINTAS CORP COM
+$5.9M
377,333
-1%
减持
PGR
PROGRESSIVE CORP OHIO COM
-$5.9M
174,544
-6%
增持
MCHP
MICROCHIP TECHNOLOGY INC
+$5.5M
204,368
+11%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$5.5M
779,466
-1%
减持
EPD
ENTERPRISE PRODS PARTNERS L P
-$5.5M
1,565,353
-1%
减持
CIEN
CIENA CORP COM NEW
+$5.3M
265,488
-2%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL
-$5.3M
30
-12%
减持
ADBE
ADOBE SYS INC COM
-$4.8M
8,223
-61%
减持
ATR
APTARGROUP INC COM
+$4.8M
673,820
-1%
减持
BX
BLACKSTONE GROUP INC
+$4.6M
521,253
-1%
减持
—
EXXON MOBIL CORP COM
-$4.4M
319,105
-2%
减持
TROW
PRICE T ROWE GROUP INC COM
-$4.4M
141,280
-28%
减持
AMGN
AMGEN INC COM
-$4.1M
109,088
-2%
减持
DOV
DOVER CORPORATION (Special)
+$4.0M
539,808
-0%
减持
TMUS
T-MOBILE US INC COM
-$3.9M
37,850
-22%
减持
WEX
WEX INC COM
-$3.9M
39,171
-36%
减持
IBM
INTERNATIONAL BUSINESS MACHS C
+$3.8M
111,451
-5%
建仓
EWG
ISHARES MSCI GERMANY
+$3.7M
87,765
减持
XBI
SPDR S&P BIOTECHNOLOGY ETF
-$3.5M
13,376
-77%
减持
DIS
DISNEY WALT CO COM DISNEY
-$3.2M
58,975
-45%
增持
ORLY
O REILLY AUTOMOTIVE INC NEW CO
-$3.2M
1,230,568
+1445%
增持
GEV
GE VERNOVA INC COM
+$3.1M
12,566
+8%
增持
WFC
WELLS FARGO CO NEW COM
+$3.0M
81,710
+64%
增持
J
JACOBS SOLUTIONS INC
+$3.0M
195,410
+4%
减持
CVX
CHEVRON CORP NEW COM
-$2.8M
101,034
-2%
减持
—
STERIS PLC SHS USD
+$2.7M
410,261
-3%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$2.5M
43,351
+1%
减持
MRK
MERCK & CO INC NEW COM
-$2.5M
57,206
-27%
增持
GE
GENERAL ELECTRIC CO COM
+$2.4M
33,945
+7%
减持
DELL
DELL INC COM
+$2.3M
83,140
-4%
建仓
SPEU
SPDR PORTFOLIO EUROPE ETF
+$2.3M
46,800
减持
ROK
ROCKWELL AUTOMATION INC
+$2.3M
44,978
-8%
增持
NOW
SERVICENOW INC COM
+$2.2M
3,949
+67%
减持
ABBV
ABBVIE INC COM
-$2.1M
57,614
-6%
减持
TXN
TEXAS INSTRS INC COM
+$1.9M
73,365
-1%
减持
FTNT
FORTINET INC COM
+$1.9M
217,547
-1%
增持
NFLX
NETFLIX INC COM
+$1.9M
4,569
+1%
清仓
—
AIR LEASE CORP CL A
-$1.9M
0
-100%
增持
PH
PARKER HANNIFIN CORP
+$1.8M
19,788
+0%
增持
IEFA
ISHARES TR CORE MSCI EAFE
+$1.8M
25,651
+548%
增持
MLM
MARTIN MARIETTA MATERIALS
+$1.7M
20,576
+2%
增持
IGSB
ISHARES SHORT-TERM CORP B
+$1.7M
1,568,693
+1%
减持
LOW
LOWES COS INC COM
-$1.7M
106,615
-2%
减持
AMAT
APPLIED MATLS INC COM
-$1.6M
26,380
-41%
增持
SYK
STRYKER CORP COM
+$1.6M
62,315
+1%
减持
VLTO
VERALTO CORP COM SHS
-$1.6M
112,380
-15%
减持
TJX
TJX COS INC NEW COM
+$1.6M
1,208,594
-0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.6M
103,841
+1%
减持
MTD
METTLER TOLEDO INTERNATIONAL C
-$1.5M
105,186
-1%
减持
ADM
ARCHER DANIELS MIDLAND CO
+$1.4M
315,376
-1%
增持
NYVTX
DAVIS NY VENTURE FD INC CL A
+$1.4M
74,191
+230%
减持
BINC
BLACKROCK ETF TRUST II FLEXIBL
-$1.3M
52,392
-33%
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$1.3M
38,340
-4%
减持
HD
HOME DEPOT INC COM
-$1.3M
303,399
-1%
减持
OKE
ONEOK INC NEW COM
-$1.3M
72,626
-0%
减持
VGT
VANGUARD WORLD FDS INF TECH ET
+$1.2M
10,507
-0%
减持
GIS
GENERAL MLS INC COM
-$1.2M
148,936
-0%
增持
QTRX
QUANTERIX CORP COM
+$1.2M
676,014
+32%
减持
KLAC
KLA-TENCOR CORP COM
+$1.1M
5,250
-0%
减持
—
ARCH CAP GROUP LTD ORD
-$1.1M
129,849
-3%
建仓
FBGRX
FIDELITY SECS FD BLUE CHIP GWT
+$1.1M
4,491
减持
HON
HONEYWELL INTL INC
+$1.0M
56,352
-1%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$1.0M
203,531
-19%
增持
CIBR
FIRST TRUST NASDAQ CYBERSECURI
+$994.0K
29,673
+50%
增持
VOT
VANGUARD INDEX FDS MCAP GR IDX
+$989.4K
5,320
+149%
增持
HYG
ISHARES TR HIGH YLD CORP
+$985.5K
286,500
+2%
增持
VST
VISTRA ENERGY CORP COM
+$980.5K
10,618
+16%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$970.3K
570,482
-0%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$945.6K
100,921
+0%
减持
META
META PLATFORMS INC
-$880.4K
16,837
-27%
减持
PM
PHILIP MORRIS INTL INC COM
+$871.9K
39,589
-1%
减持
ENOV
ENOVIS CORP
-$871.3K
65,462
-14%
增持
ROL
ROLLINS INC COM
+$871.2K
343,444
+0%
减持
CAT
CATERPILLAR INC DEL COM
+$865.9K
16,089
-1%
减持
TTEK
TETRA TECH INC NEW COM
-$861.7K
304,804
-25%
增持
TLN
TALEN ENERGY CORP COM
+$847.0K
7,719
+10%
减持
IVV
ISHARES TR CORE S&P500 ETF
+$839.6K
16,993
-2%
减持
SGOIX
FIRST EAGLE OVERSEAS - I
-$823.4K
19,898
-62%
增持
ABT
ABBOTT LABS COM
+$816.3K
173,866
+1%
建仓
SLV
ISHARES SILVER TRUST
+$815.7K
24,860
减持
CCI
CROWN CASTLE INTL CORP
-$813.3K
184,817
-3%
增持
HACK
AMPLIFY CYBERSECURITY ETF
+$743.0K
43,402
+4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$742.3K
16,123
+209%
增持
WM
WASTE MGMT INC DEL COM
+$741.4K
41,688
+10%
减持
VLO
VALERO ENERGY CORP NEW COM
-$700.9K
2,938
-65%
减持
QQQ
INVESCO QQQ TRUST SERIES 1
+$695.6K
11,235
-4%
清仓
MKSI
MKS INSTRUMENT INC COM
-$679.8K
0
-100%
减持
PAYX
PAYCHEX INC COM
-$676.9K
73,400
-0%
减持
PG
PROCTER AND GAMBLE CO COM
-$644.1K
53,111
-1%
增持
COF
CAPITAL ONE FINANCIAL CORP
+$638.4K
4,074
+220%
减持
GWW
GRAINGER W W INC COM
+$625.2K
13,493
-1%
减持
DE
DEERE & CO COM
+$604.5K
15,456
-0%
减持
NKE
NIKE INC CL B
+$584.6K
85,977
-1%
建仓
ITOT
ISHARES TR CORE S&P TTL STK
+$572.2K
4,237
增持
TW
TRADEWEB MKTS INC CL A
+$568.5K
9,782
+68%
清仓
RJF
RAYMOND JAMES FINANCIAL INC CO
-$555.6K
0
-100%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$536.1K
15,214
+11%
减持
MCD
MCDONALDS CORP COM
-$528.9K
10,072
-9%
减持
CEG
CONSTELLATION ENERGY CORP COM
+$517.1K
4,713
-5%
减持
VTI
VANGUARD INDEX FDS TOTAL STK M
-$510.5K
5,702
-30%
减持
PDX
PIMCO DYNM INC STRGY-USD INC
-$501.1K
1,024,181
-2%
建仓
NRG
NRG ENERGY INC COM NEW
+$498.0K
3,101
减持
EMR
EMERSON ELEC CO COM
+$488.2K
120,820
-15%
增持
VEA
VANGUARD MSCI EAFE ETF
+$485.1K
24,624
+36%
减持
VEEV
VEEVA SYS INC CL A COM
+$481.9K
9,379
-2%
减持
PFE
PFIZER INC COM
-$481.9K
172,715
-6%
增持
GD
GENERAL DYNAMICS CORP COM
+$474.9K
3,716
+66%
减持
CL
COLGATE PALMOLIVE CO COM
-$466.9K
93,113
-2%
增持
T
AT&T INC COM
+$462.2K
44,087
+53%
