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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 9
增持 54
减持 81
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
ALPHABET INC CAP STK CL A
+$109.6M
1,587,009
-0%
减持
ZTS
ZOETIS INC CL A
-$54.7M
460,534
-40%
减持
HD
HOME DEPOT INC COM
-$39.6M
240,182
-20%
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。
减持
WSO
WATSCO INC COM
-$38.5M
44,911
-66%
增持
AAPL
APPLE INC COM
+$37.7M
2,066,525
+0%
减持
GOOG
ALPHABET INC CAP STK CL C
+$36.2M
527,742
-1%
增持
LLY
LILLY ELI & CO COM
+$33.5M
84,596
+12%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$33.4M
182,286
-21%
增持
BKNG
BOOKING HOLDINGS INC
+$33.2M
10,963
+132%
减持
COST
COSTCO WHSL CORP NEW COM
-$31.8M
429,956
-1%
减持
—
EATON CORP PLC SHS
-$30.1M
511,327
-1%
增持
META
META PLATFORMS INC
+$29.1M
74,908
+171%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$28.6M
210,838
+4%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$24.8M
548,704
-3%
增持
MTD
METTLER TOLEDO INTERNATIONAL C
+$18.6M
105,265
+1%
增持
DHR
DANAHER CORP DEL COM
+$17.6M
455,771
+4%
增持
XBI
SPDR S&P BIOTECHNOLOGY ETF
+$16.4M
143,236
+1197%
增持
ORLY
O REILLY AUTOMOTIVE INC NEW CO
-$16.0M
1,276,769
+4%
减持
CIEN
CIENA CORP COM NEW
+$14.7M
232,005
-15%
增持
NRG
NRG ENERGY INC COM NEW
+$14.7M
96,433
+2310%
减持
DOV
DOVER CORPORATION (Special)
+$14.6M
535,753
-1%
增持
AMZN
AMAZON COM INC COM
+$14.4M
1,130,858
+1%
减持
VRSK
VERISK ANALYTICS INC CL A
-$12.6M
39,882
-53%
减持
DELL
DELL INC COM
-$12.2M
132,747
-35%
清仓
CLH
CLEAN HARBORS INC COM
-$11.4M
0
-100%
增持
AVGO
BROADCOM INC
+$11.3M
577,104
+1%
减持
ATR
APTARGROUP INC COM
-$11.1M
603,831
-5%
减持
TTD
THE TRADE DESK INC COM CL A
-$11.1M
391,892
-26%
减持
ECL
ECOLAB INC COM
-$10.0M
726,578
-1%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$9.3M
39,140
-79%
减持
APO
APOLLO GLOBAL MGMT INC COM CL
-$8.8M
828,381
-14%
增持
IGSB
ISHARES SHORT-TERM CORP B
+$8.7M
1,741,769
+11%
减持
LRCX
LAM RESEARCH CORP COM
+$8.6M
280,940
-5%
减持
APH
AMPHENOL CORP NEW CL A
+$8.4M
834,317
-1%
减持
PDX
PIMCO DYNM INC STRGY-USD INC
-$8.3M
863,569
-12%
减持
ORCL
ORACLE CORP COM
-$8.0M
89,410
-1%
减持
—
ACCENTURE PLC IRELAND SHS CLAS
-$7.6M
232,547
-18%
增持
INTU
INTUIT COM
+$7.6M
352,707
+7%
增持
BX
BLACKSTONE GROUP INC
-$7.6M
527,947
+1%
减持
TJX
TJX COS INC NEW COM
+$7.5M
1,186,076
-2%
增持
IAU
ISHARES COMEX GOLD TR ISHARES
+$7.4M
633,852
+5%
减持
CTAS
CINTAS CORP COM
-$7.4M
369,351
-1%
减持
JNJ
JOHNSON & JOHNSON COM
+$7.1M
383,442
-2%
减持
IDXX
IDEXX LABS INC COM
+$6.8M
267,765
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
+$6.2M
77,752
-3%
增持
AMGN
AMGEN INC COM
+$5.8M
111,727
+3%
增持
GLW
CORNING INC COM
+$5.7M
85,577
+286%
增持
SHW
SHERWIN-WILLIAMS CO
-$5.6M
314,528
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$5.4M
126,157
+19%
减持
V
VISA INC COM CL A
+$5.3M
1,088,147
-1%
增持
UBER
UBER TECHNOLOGIES INC COM
-$5.3M
1,206,700
+14%
减持
GS
GOLDMAN SACHS GROUP INC
+$5.0M
64,720
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS C
+$4.6M
128,278
+8%
减持
SYY
SYSCO CORP COM
-$4.5M
496,308
-1%
减持
AXP
AMERICAN EXPRESS CO COM
+$4.2M
125,129
-1%
减持
WM
WASTE MGMT INC DEL COM
-$4.2M
25,858
-42%
增持
COF
CAPITAL ONE FINANCIAL CORP
+$3.9M
18,311
+571%
减持
JPM
JPMORGAN CHASE & CO COM
+$3.8M
569,662
-0%
减持
PGR
PROGRESSIVE CORP OHIO COM
-$3.8M
166,030
-1%
减持
J
JACOBS SOLUTIONS INC
-$3.7M
187,995
-2%
建仓
JEDI
DEFIANCE DRONE AND MODERN WARF
+$3.7M
153,250
减持
ONEXF
ONEX CORP SUB VTG
-$3.7M
495,244
-1%
减持
LNG
CHENIERE ENERGY INC COM NEW
-$3.6M
1,979
-88%
建仓
HEWJ
ISHARES CURRENCY HEDGED MSCI J
+$3.5M
66,550
减持
TTEK
TETRA TECH INC NEW COM
-$3.1M
178,060
-35%
减持
CCI
CROWN CASTLE INTL CORP
-$3.0M
159,755
-10%
减持
FTNT
FORTINET INC COM
-$2.8M
182,344
-11%
减持
VLTO
VERALTO CORP COM SHS
-$2.6M
98,748
-16%
增持
PH
PARKER HANNIFIN CORP
+$2.5M
19,049
+1%
清仓
EWG
ISHARES MSCI GERMANY
-$2.4M
0
-100%
增持
TSLA
TESLA MTRS INC COM
+$2.4M
9,991
+115%
减持
—
AON PLC CLASS-A ORDINARY SHARE
-$2.3M
29,577
-17%
减持
SNPS
SYNOPSYS INC COM
-$2.3M
1,978
-70%
增持
EBC
EASTERN BANKSHARES INC COM
+$2.3M
161,713
+321%
增持
SLV
ISHARES SILVER TRUST
+$2.2M
49,150
+119%
减持
—
EXXON MOBIL CORP COM
+$2.2M
317,659
-1%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$2.2M
129,125
+31%
增持
CAT
CATERPILLAR INC DEL COM
+$2.2M
18,720
+4%
增持
ROK
ROCKWELL AUTOMATION INC
+$2.1M
44,963
+2%
增持
HYG
ISHARES TR HIGH YLD CORP
+$2.1M
321,855
+10%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$2.0M
19,021
+16%
减持
VRT
VERTIV HOLDINGS CO-A
+$2.0M
313,035
-3%
增持
NOW
SERVICENOW INC COM
-$2.0M
13,090
+204%
增持
NFLX
NETFLIX INC COM
-$1.9M
38,110
+728%
减持
NKE
NIKE INC CL B
-$1.9M
64,421
-25%
减持
—
STERIS PLC SHS USD
-$1.8M
380,061
-4%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$1.8M
53,699
+3%
减持
PAYX
PAYCHEX INC COM
-$1.7M
67,225
-8%
增持
CSCO
CISCO SYS INC COM
+$1.6M
155,667
+3%
减持
OKE
ONEOK INC NEW COM
-$1.6M
45,095
-33%
减持
MCHP
MICROCHIP TECHNOLOGY INC
-$1.5M
161,041
-12%
减持
NVDA
NVIDIA CORP COM
-$1.5M
1,936,622
-0%
减持
LOW
LOWES COS INC COM
-$1.5M
104,889
-1%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$1.5M
55,757
-5%
增持
ABT
ABBOTT LABS COM
-$1.4M
176,593
+0%
减持
HON
HONEYWELL INTL INC
-$1.4M
53,100
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
-$1.4M
263,921
-1%
增持
MRK
MERCK & CO INC NEW COM
+$1.4M
55,311
+4%
减持
AMAT
APPLIED MATLS INC COM
+$1.3M
25,597
-0%
减持
TXN
TEXAS INSTRS INC COM
-$1.3M
70,129
-4%
减持
TMUS
T-MOBILE US INC COM
-$1.2M
28,273
-3%
减持
ET
ENERGY TRANSFER LP
-$1.2M
769,931
-5%
减持
FLO
FLOWERS FOODS INC COM
-$1.2M
301,132
-12%
减持
—
ALCON AG ORD SHS
+$1.2M
823,101
-4%
增持
GLD
SPDR GOLD TRUST
+$1.2M
22,818
+3%
增持
AZO
AUTOZONE INC COM
-$1.1M
1,326
+1%
减持
GIS
GENERAL MLS INC COM
-$1.0M
139,060
-7%
增持
SYK
STRYKER CORP COM
-$1.0M
62,806
+0%
增持
MSFT
MICROSOFT CORP COM
+$1.0M
1,002,840
+7%
减持
APD
AIR PRODS & CHEMS INC COM
-$1.0M
14,632
-14%
增持
WFC
WELLS FARGO CO NEW COM
+$981.5K
82,713
+3%
增持
MU
MICRON TECHNOLOGY INC
+$958.7K
6,281
+26%
减持
PG
PROCTER AND GAMBLE CO COM
-$867.9K
49,546
-4%
建仓
SII
SPROTT INC COM NEW
+$845.0K
8,630
减持
IBB
ISHARES TR NASDAQ BIOTECH INDX
+$799.0K
35,517
-1%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$792.3K
51,489
-0%
增持
COO
COOPER COS INC COM NEW
+$764.4K
19,364
+61%
减持
EPD
ENTERPRISE PRODS PARTNERS L P
+$762.3K
1,535,778
-1%
建仓
—
NABORS INDUSTRIES LTD SHS
+$746.6K
13,750
减持
VEEV
VEEVA SYS INC CL A COM
-$735.8K
9,274
-2%
减持
TROW
PRICE T ROWE GROUP INC COM
-$731.2K
111,086
-6%
增持
MS
MORGAN STANLEY COM NEW
+$710.0K
17,157
+17%
增持
AEP
AMERICAN ELEC PWR INC
+$709.2K
8,294
+278%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$702.1K
313,848
+0%
减持
KLAC
KLA-TENCOR CORP COM
+$696.3K
5,331
-1%
建仓
SOLS
SOLSTICE ADVANCED MATERIALS IN
+$629.4K
12,956
减持
ABBV
ABBVIE INC COM
-$625.8K
55,398
-3%
建仓
NFG
NATIONAL FUEL GAS CO N J COM
+$611.3K
7,635
增持
USB
US BANCORP DEL COM NEW
+$585.4K
64,358
+9%
减持
WEX
WEX INC COM
-$578.8K
29,442
-7%
减持
DIS
DISNEY WALT CO COM DISNEY
-$570.6K
53,236
-8%
建仓
MELI
MERCADOLIBRE INC COM
+$562.0K
279
清仓
CYRX
CRYOPORT INC COM PAR $0.001
-$560.2K
0
-100%
减持
SPEU
SPDR PORTFOLIO EUROPE ETF
-$545.9K
6,250
-64%
增持
AVAV
AEROVIRONMENT INC
-$523.0K
7,855
+2%
清仓
—
UNILEVER PLC SPON ADR NEW
-$495.9K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC COM
+$491.6K
9,464
-0%
减持
CMCSA
COMCAST CORP NEW CL A
-$490.5K
188,465
-3%
减持
HACK
AMPLIFY CYBERSECURITY ETF
-$486.0K
46,492
-4%
增持
BA
BOEING CO COM
+$483.0K
9,167
+31%
建仓
UL
UNILEVER PLC SPON ADR NEW
+$478.6K
7,318
减持
FISV
FISERV INC COM
-$477.3K
7,302
-3%
增持
VOT
VANGUARD INDEX FDS MCAP GR IDX
+$477.0K
4,821
+63%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$462.6K
11,740
+7%
清仓
MFA
MFA FINL INC COM
-$456.4K
0
-100%
建仓
ILMN
ILLUMINA INC COM
+$453.2K
3,455
增持
NEE
NEXTERA ENERGY INC COM
+$427.3K
33,671
+12%
减持
TW
TRADEWEB MKTS INC CL A
-$425.3K
11,525
-23%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
-$416.0K
15,605
-11%
清仓
IBKR
INTERACTIVE BROKERS GROUP INC
-$412.9K
0
-100%
