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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 4
增持 60
减持 79
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC CAP STK CL A
+$151.8M
1,592,497
+19%
减持
AAPL
APPLE INC COM
+$99.2M
2,058,413
-1%
减持
—
ACCENTURE PLC IRELAND SHS CLAS
-$73.7M
284,015
-41%
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
NVDA
NVIDIA CORP COM
+$56.1M
1,943,714
+0%
减持
TTD
THE TRADE DESK INC COM CL A
-$54.6M
529,125
-53%
增持
MSFT
MICROSOFT CORP COM
+$36.5M
934,401
+4%
减持
GOOG
ALPHABET INC CAP STK CL C
+$34.4M
531,501
-1%
增持
AVGO
BROADCOM INC
+$31.0M
571,323
+0%
减持
COST
COSTCO WHSL CORP NEW COM
-$29.7M
434,958
-0%
减持
IDXX
IDEXX LABS INC COM
+$25.5M
272,905
-2%
增持
TJX
TJX COS INC NEW COM
+$25.5M
1,208,807
+0%
增持
UBER
UBER TECHNOLOGIES INC COM
+$23.3M
1,060,179
+23%
增持
INTU
INTUIT COM
-$21.9M
331,007
+5%
减持
ORLY
O REILLY AUTOMOTIVE INC NEW CO
+$21.6M
1,228,739
-0%
减持
ATR
APTARGROUP INC COM
-$20.7M
633,857
-6%
减持
APH
AMPHENOL CORP NEW CL A
+$20.1M
843,540
-1%
增持
IAU
ISHARES COMEX GOLD TR ISHARES
+$19.5M
604,705
+54%
增持
DELL
DELL INC COM
+$18.7M
203,783
+145%
增持
CIEN
CIENA CORP COM NEW
+$18.0M
271,494
+2%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$17.9M
229,686
-2%
减持
ZTS
ZOETIS INC CL A
-$17.7M
770,015
-8%
减持
—
ALCON AG ORD SHS
-$16.6M
855,067
-6%
减持
V
VISA INC COM CL A
-$15.9M
1,102,270
-0%
增持
—
EATON CORP PLC SHS
+$14.8M
515,587
+3%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$14.7M
203,150
+5%
减持
JPM
JPMORGAN CHASE & CO COM
+$13.8M
569,786
-0%
减持
LLY
LILLY ELI & CO COM
-$12.5M
75,257
-16%
减持
WSO
WATSCO INC COM
-$12.3M
132,704
-11%
减持
BX
BLACKSTONE GROUP INC
+$11.0M
520,717
-0%
减持
HD
HOME DEPOT INC COM
+$11.0M
301,580
-1%
减持
JNJ
JOHNSON & JOHNSON COM
+$10.7M
389,919
-3%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$10.0M
565,531
-1%
减持
DOV
DOVER CORPORATION (Special)
-$8.9M
539,331
-0%
增持
BKNG
BOOKING HOLDINGS INC
+$7.9M
4,718
+55%
增持
META
META PLATFORMS INC
+$7.9M
27,642
+64%
增持
GS
GOLDMAN SACHS GROUP INC
+$7.6M
65,145
+4%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$7.3M
774,469
-1%
减持
CTAS
CINTAS CORP COM
-$7.3M
374,322
-1%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$7.2M
52,032
+20%
增持
WMB
WILLIAMS COS INC DEL COM
+$7.2M
182,178
+162%
减持
VRT
VERTIV HOLDINGS CO-A
+$6.5M
323,187
-2%
增持
PWR
QUANTA SVCS INC COM
+$6.4M
152,075
+2%
减持
FTNT
FORTINET INC COM
-$5.7M
205,912
-5%
减持
ORCL
ORACLE CORP COM
+$5.6M
90,579
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
-$5.6M
80,126
-27%
减持
—
AON PLC CLASS-A ORDINARY SHARE
-$5.0M
35,797
-28%
减持
PGR
PROGRESSIVE CORP OHIO COM
-$5.0M
168,548
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$4.8M
266,607
+0%
增持
ECL
ECOLAB INC COM
+$4.8M
732,967
+1%
减持
MTD
METTLER TOLEDO INTERNATIONAL C
+$4.6M
104,410
-1%
增持
AMZN
AMAZON COM INC COM
+$4.2M
1,123,155
+2%
清仓
ACI
ALBERTSONS COS INC CLASS A
-$4.0M
0
-100%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$3.5M
190,835
-6%
增持
SHW
SHERWIN-WILLIAMS CO
+$3.5M
310,564
+2%
减持
ONEXF
ONEX CORP SUB VTG
+$3.1M
500,686
-0%
减持
LOW
LOWES COS INC COM
+$3.1M
106,480
-0%
减持
SYY
SYSCO CORP COM
+$3.0M
498,997
-1%
减持
J
JACOBS SOLUTIONS INC
+$2.9M
191,004
-2%
减持
PEP
PEPSICO INC COM
-$2.7M
279,467
-12%
减持
CMG
CHIPOTLE MEXICAN GRILL INC CL
-$2.7M
158,600
-0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.6M
106,130
+2%
减持
ABBV
ABBVIE INC COM
+$2.6M
57,371
-0%
减持
MCHP
MICROCHIP TECHNOLOGY INC
-$2.6M
183,802
-10%
减持
—
VICTREX PLC
-$2.6M
330,548
-39%
增持
VRSK
VERISK ANALYTICS INC CL A
+$2.4M
85,371
+40%
增持
CAT
CATERPILLAR INC DEL COM
+$2.3M
17,963
+12%
清仓
CI
CIGNA CORPORATION COM
-$2.3M
0
-100%
减持
ADM
ARCHER DANIELS MIDLAND CO
+$2.1M
313,780
-1%
减持
TMUS
T-MOBILE US INC COM
-$2.1M
29,093
-23%
清仓
ENOV
ENOVIS CORP
-$2.1M
0
-100%
增持
CVX
CHEVRON CORP NEW COM
+$2.0M
105,834
+5%
增持
MLM
MARTIN MARIETTA MATERIALS
+$2.0M
21,039
+2%
减持
ADBE
ADOBE SYS INC COM
-$1.9M
3,560
-57%
减持
TTEK
TETRA TECH INC NEW COM
-$1.9M
272,427
-11%
减持
CCI
CROWN CASTLE INTL CORP
-$1.8M
177,799
-4%
减持
TXN
TEXAS INSTRS INC COM
-$1.8M
73,317
-0%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$1.7M
58,476
-0%
增持
—
EXXON MOBIL CORP COM
+$1.6M
319,515
+0%
增持
APO
APOLLO GLOBAL MGMT INC COM CL
+$1.6M
965,988
+8%
增持
AVAV
AEROVIRONMENT INC
+$1.5M
7,695
+150%
增持
SYK
STRYKER CORP COM
-$1.5M
62,533
+0%
减持
TROW
PRICE T ROWE GROUP INC COM
-$1.5M
117,929
-17%
减持
AXP
AMERICAN EXPRESS CO COM
+$1.4M
126,675
-1%
减持
CMCSA
COMCAST CORP NEW CL A
-$1.4M
194,899
-8%
减持
PAYX
PAYCHEX INC COM
-$1.4M
73,015
-1%
减持
SPEU
SPDR PORTFOLIO EUROPE ETF
-$1.4M
17,500
-63%
减持
HON
HONEYWELL INTL INC
-$1.4M
55,786
-1%
增持
GLD
SPDR GOLD TRUST
+$1.3M
22,190
+3%
增持
TLN
TALEN ENERGY CORP COM
+$1.3M
8,446
+9%
减持
EWG
ISHARES MSCI GERMANY
-$1.3M
58,610
-33%
增持
AZO
AUTOZONE INC COM
+$1.2M
1,315
+10%
增持
IEFA
ISHARES TR CORE MSCI EAFE
+$1.2M
38,121
+49%
减持
CL
COLGATE PALMOLIVE CO COM
-$1.2M
91,357
-2%
增持
VLTO
VERALTO CORP COM SHS
+$1.2M
117,277
+4%
增持
ROL
ROLLINS INC COM
+$1.1M
349,021
+2%
减持
FLO
FLOWERS FOODS INC COM
-$1.1M
341,878
-2%
减持
GE
GENERAL ELECTRIC CO COM
+$1.1M
32,704
-4%
增持
KLAC
KLA-TENCOR CORP COM
+$1.1M
5,359
+2%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$1.1M
23,374
+10%
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$1.1M
37,159
-3%
减持
OKE
ONEOK INC NEW COM
-$1.0M
67,033
-8%
增持
SNPS
SYNOPSYS INC COM
+$1.0M
6,544
+52%
增持
CIBR
FIRST TRUST NASDAQ CYBERSECURI
+$976.7K
42,355
+43%
减持
GEV
GE VERNOVA INC COM
+$913.4K
12,299
-2%
减持
PM
PHILIP MORRIS INTL INC COM
-$813.3K
39,439
-0%
减持
VGT
VANGUARD WORLD FDS INF TECH ET
+$801.1K
10,407
-1%
减持
WEX
WEX INC COM
-$788.8K
31,518
-20%
增持
QTRX
QUANTERIX CORP COM
-$768.0K
686,464
+2%
减持
PDX
PIMCO DYNM INC STRGY-USD INC
-$745.5K
982,776
-4%
建仓
ABDAX
COLUMBIA FUNDS SER TR II MA PO
+$739.7K
76,022
增持
HYG
ISHARES TR HIGH YLD CORP
+$739.3K
293,700
+3%
减持
KO
COCA COLA CO COM
-$712.7K
105,181
-3%
增持
DE
DEERE & CO COM
-$700.4K
15,656
+1%
减持
DIS
DISNEY WALT CO COM DISNEY
-$686.2K
57,880
-2%
清仓
FTV
FORTIVE CORP COM
-$672.6K
0
-100%
增持
BN
BROOKFIELD CORPORATION
+$668.7K
63,967
+6%
清仓
ANSS
ANSYS INC COM
-$661.3K
0
-100%
增持
ET
ENERGY TRANSFER LP
-$659.8K
811,031
+1%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$650.9K
98,659
-2%
减持
VOT
VANGUARD INDEX FDS MCAP GR IDX
-$644.2K
2,957
-44%
减持
CHD
CHURCH & DWIGHT INC COM
-$633.4K
48,920
-4%
增持
NFLX
NETFLIX INC COM
-$603.5K
4,600
+1%
增持
IGSB
ISHARES SHORT-TERM CORP B
+$602.1K
1,572,060
+0%
清仓
—
HESS CORP COM
-$579.8K
0
-100%
增持
QQQ
INVESCO QQQ TRUST SERIES 1
+$565.8K
11,265
+0%
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INCME
+$559.2K
49,093
增持
EOSE
EOS ENERGY ENTERPRISES INC COM
+$548.0K
82,500
+8%
减持
XLK
SELECT SECTOR SPDR TR TECHNOLO
+$514.5K
18,854
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS C
+$506.0K
118,229
+6%
增持
AMLP
ALPS ETF TR ALERIAN MLP
+$500.5K
183,192
+11%
增持
PNC
PNC FINL SVCS GROUP INC
+$497.0K
23,202
+4%
减持
PG
PROCTER AND GAMBLE CO COM
-$493.4K
51,860
-2%
增持
VLO
VALERO ENERGY CORP NEW COM
+$484.1K
5,163
+76%
增持
HACK
AMPLIFY CYBERSECURITY ETF
+$473.9K
48,647
+12%
减持
TSLA
TESLA MTRS INC COM
-$470.2K
4,652
-42%
增持
LHX
L3HARRIS TECHNOLOGY INC
+$466.7K
8,547
+0%
减持
LVMUY
LVMH MOET HENNESSY LOU VUITTON
-$457.2K
5,659
-48%
减持
PH
PARKER HANNIFIN CORP
+$445.5K
18,818
-5%
减持
IVV
ISHARES TR CORE S&P500 ETF
+$438.3K
16,419
-3%
增持
PDI
PIMCO DYNAMIC INCOME FD SHS
+$438.2K
105,128
+21%
减持
FANG
DIAMONDBACK ENERGY INC COM
-$433.3K
4,467
-43%
减持
ROK
ROCKWELL AUTOMATION INC
+$433.0K
43,983
-2%
减持
AMAT
APPLIED MATLS INC COM
+$414.6K
25,613
-3%
增持
MPC
MARATHON PETE CORP COM
+$400.6K
10,989
+6%
减持
URI
UNITED RENTALS INC COM
+$399.1K
1,994
-0%
增持
NU
NU HLDGS LTD ORD SHS CL A
+$389.0K
49,750
+68%
建仓
NMZ
NUVEEN MUN HIGH INCOME OPPORTU
+$370.3K
34,963
建仓
MP
MP MATERIALS CORP
+$368.9K
5,500
增持
USB
US BANCORP DEL COM NEW
+$363.0K
58,943
+7%
清仓
VDIGX
VANGUARD SPECIALIZED PORTFOLIO
-$355.9K
0
-100%
