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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 8
增持 52
减持 87
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP COM
-$124.3M
974,320
-3%
减持
INTU
INTUIT COM
-$111.5M
282,597
-20%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$76.4M
13,471
-93%
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
V
VISA INC COM CL A
-$56.4M
1,076,057
-1%
减持
COST
COSTCO WHSL CORP NEW COM
+$54.6M
426,863
-1%
减持
APO
APOLLO GLOBAL MGMT INC COM CL
-$49.6M
630,836
-24%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$44.1M
1,574,102
-1%
减持
—
ACCENTURE PLC IRELAND SHS CLAS
-$43.8M
93,662
-60%
减持
IDXX
IDEXX LABS INC COM
-$33.1M
263,513
-2%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$31.5M
539,625
-2%
减持
BKNG
BOOKING HOLDINGS INC
-$30.6M
6,679
-39%
增持
AAPL
APPLE INC COM
-$29.3M
2,098,040
+2%
减持
CIEN
CIENA CORP COM NEW
+$29.1M
214,693
-7%
减持
AMZN
AMAZON COM INC COM
-$26.4M
1,126,687
-0%
减持
BX
BLACKSTONE GROUP INC
-$25.9M
482,767
-9%
增持
NVDA
NVIDIA CORP COM
-$22.6M
1,941,198
+0%
减持
HD
HOME DEPOT INC COM
-$22.3M
183,488
-24%
减持
AVGO
BROADCOM INC
-$21.5M
575,837
-0%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$20.6M
214,327
+2%
增持
—
EATON CORP PLC SHS
+$20.5M
512,646
+0%
减持
GOOG
ALPHABET INC CAP STK CL C
-$19.6M
508,899
-4%
减持
PWR
QUANTA SVCS INC COM
+$18.1M
148,289
-1%
减持
VRT
VERTIV HOLDINGS CO-A
+$17.9M
273,950
-12%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$17.2M
689,584
-10%
增持
WMB
WILLIAMS COS INC DEL COM
+$16.9M
389,959
+104%
增持
DHR
DANAHER CORP DEL COM
-$16.1M
465,440
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS C
+$15.9M
222,562
+73%
减持
UBER
UBER TECHNOLOGIES INC COM
-$15.6M
1,154,197
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
-$15.5M
60,073
-23%
减持
DELL
DELL INC COM
-$15.3M
8,692
-93%
减持
ZTS
ZOETIS INC CL A
-$14.8M
364,658
-21%
减持
—
EXXON MOBIL CORP COM
+$14.8M
312,428
-2%
减持
JNJ
JOHNSON & JOHNSON COM
+$13.6M
380,130
-1%
增持
JPM
JPMORGAN CHASE & CO COM
-$12.7M
580,888
+2%
减持
—
STERIS PLC SHS USD
-$12.6M
378,777
-0%
增持
LLY
LILLY ELI & CO COM
-$11.9M
85,949
+2%
增持
MTD
METTLER TOLEDO INTERNATIONAL C
-$11.2M
107,488
+2%
减持
TTD
THE TRADE DESK INC COM CL A
-$10.8M
181,741
-54%
减持
LRCX
LAM RESEARCH CORP COM
+$10.5M
274,069
-2%
建仓
IQV
IQVIA HLDGS INC COM
+$9.6M
56,382
减持
APH
AMPHENOL CORP NEW CL A
-$9.4M
818,200
-2%
减持
AXP
AMERICAN EXPRESS CO COM
-$8.6M
124,502
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
-$8.4M
259,278
-2%
增持
XBI
SPDR S&P BIOTECHNOLOGY ETF
+$8.0M
199,576
+39%
增持
META
META PLATFORMS INC
+$7.7M
99,809
+33%
减持
EPD
ENTERPRISE PRODS PARTNERS L P
+$7.5M
1,498,970
-2%
建仓
DRNZ
REX DRONE ETF
+$7.2M
301,940
增持
IAU
ISHARES COMEX GOLD TR ISHARES
+$6.4M
656,355
+4%
增持
CVX
CHEVRON CORP NEW COM
+$5.9M
106,614
+1%
增持
CTAS
CINTAS CORP COM
-$5.6M
377,453
+2%
增持
VTI
VANGUARD INDEX FDS TOTAL STK M
+$5.6M
22,958
+337%
减持
PGR
PROGRESSIVE CORP OHIO COM
-$5.1M
164,915
-1%
减持
—
AON PLC CLASS-A ORDINARY SHARE
-$5.0M
16,715
-43%
减持
DOV
DOVER CORPORATION (Special)
+$5.0M
525,891
-2%
增持
JEDI
DEFIANCE DRONE AND MODERN WARF
+$5.0M
340,150
+122%
减持
TJX
TJX COS INC NEW COM
+$4.9M
1,171,680
-1%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$4.8M
313,859
+0%
减持
ONEXF
ONEX CORP SUB VTG
-$4.8M
493,214
-0%
增持
GLW
CORNING INC COM
+$4.8M
90,159
+5%
减持
ORCL
ORACLE CORP COM
-$4.4M
88,648
-1%
减持
J
JACOBS SOLUTIONS INC
-$4.1M
163,262
-13%
增持
ABT
ABBOTT LABS COM
-$3.9M
177,115
+0%
减持
—
ALCON AG ORD SHS
-$3.5M
813,900
-1%
清仓
SLV
ISHARES SILVER TRUST
-$3.2M
0
-100%
减持
PAYX
PAYCHEX INC COM
-$3.1M
48,305
-28%
减持
NRG
NRG ENERGY INC COM NEW
-$3.0M
84,216
-13%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF
-$2.9M
51,510
-4%
增持
GEV
GE VERNOVA INC COM
+$2.8M
12,310
+1%
减持
PEP
PEPSICO INC COM
+$2.7M
269,423
-1%
减持
GS
GOLDMAN SACHS GROUP INC
-$2.6M
64,118
-1%
减持
PDX
PIMCO DYNM INC STRGY-USD INC
+$2.6M
853,530
-1%
减持
AMGN
AMGEN INC COM
+$2.5M
111,037
-1%
减持
CCI
CROWN CASTLE INTL CORP
-$2.4M
144,723
-9%
减持
VRSK
VERISK ANALYTICS INC CL A
-$2.3M
34,792
-13%
减持
CAT
CATERPILLAR INC DEL COM
+$2.1M
18,127
-3%
增持
TXN
TEXAS INSTRS INC COM
+$2.1M
73,553
+5%
减持
ET
ENERGY TRANSFER LP
+$2.1M
766,161
-0%
减持
AMAT
APPLIED MATLS INC COM
+$2.1M
25,357
-1%
增持
AMLP
ALPS ETF TR ALERIAN MLP
+$2.0M
200,160
+11%
减持
QTRX
QUANTERIX CORP COM
-$1.9M
613,439
-4%
增持
MU
MICRON TECHNOLOGY INC
+$1.9M
10,892
+73%
减持
VEEV
VEEVA SYS INC CL A COM
-$1.8M
1,726
-81%
减持
TROW
PRICE T ROWE GROUP INC COM
-$1.8M
106,727
-4%
增持
TTEK
TETRA TECH INC NEW COM
+$1.7M
256,290
+44%
减持
ABBV
ABBVIE INC COM
-$1.7M
50,246
-9%
增持
ROL
ROLLINS INC COM
-$1.7M
358,553
+3%
减持
SHW
SHERWIN-WILLIAMS CO
-$1.7M
312,764
-1%
减持
HON
HONEYWELL INTL INC
+$1.6M
52,943
-0%
增持
WSO
WATSCO INC COM
+$1.6M
46,000
+2%
减持
ECL
ECOLAB INC COM
+$1.6M
723,014
-0%
减持
DE
DEERE & CO COM
+$1.5M
15,572
-0%
增持
SII
SPROTT INC COM NEW
+$1.4M
16,000
+85%
减持
NKE
NIKE INC CL B
-$1.4M
50,565
-22%
增持
SYK
STRYKER CORP COM
-$1.4M
62,820
+0%
减持
DIS
DISNEY WALT CO COM DISNEY
-$1.4M
48,529
-9%
增持
VLTO
VERALTO CORP COM SHS
+$1.4M
126,873
+28%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.4M
127,019
+1%
减持
KLAC
KLA-TENCOR CORP COM
+$1.3M
5,297
-1%
减持
—
VICTREX PLC
-$1.3M
212,548
-36%
减持
TSLA
TESLA MTRS INC COM
-$1.2M
8,749
-12%
清仓
TW
TRADEWEB MKTS INC CL A
-$1.2M
0
-100%
减持
SYY
SYSCO CORP COM
-$1.2M
495,508
-0%
减持
WFC
WELLS FARGO CO NEW COM
-$1.2M
81,623
-1%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.2M
51,976
+16%
减持
COF
CAPITAL ONE FINANCIAL CORP
-$1.1M
18,184
-1%
增持
GLD
SPDR GOLD TRUST
+$1.1M
23,539
+3%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$1.1M
134,282
+4%
增持
SLB
SLB LIMITED COM STK
+$1.0M
27,710
+184%
减持
CIBR
FIRST TRUST NASDAQ CYBERSECURI
-$1.0M
38,295
-20%
增持
MRK
MERCK & CO INC NEW COM
+$1.0M
56,834
+3%
增持
SPY
SPDR S&P 500 ETF TRUST
-$949.4K
36,698
+1%
减持
TLN
TALEN ENERGY CORP COM
-$938.5K
7,952
-14%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$930.1K
11,742
+0%
减持
ADBE
ADOBE SYS INC COM
-$929.9K
956
-71%
清仓
SNPS
SYNOPSYS INC COM
-$929.1K
0
-100%
减持
ORLY
O REILLY AUTOMOTIVE INC NEW CO
+$911.2K
1,271,426
-0%
减持
NOW
SERVICENOW INC COM
-$895.5K
10,615
-19%
减持
SWPPX
SCHWAB CAP TR S&P 500IDX SEL
-$887.4K
42,177
-54%
减持
MPC
MARATHON PETE CORP COM
+$884.7K
10,942
-0%
建仓
SCHB
SCHWAB STRATEGIC TR US BRD MKT
+$879.0K
35,020
增持
LMT
LOCKHEED MARTIN CORP
+$876.9K
7,164
+0%
建仓
ANET
ARISTA NETWORKS INC COM
+$875.4K
7,130
减持
FTNT
FORTINET INC COM
-$850.6K
166,781
-9%
减持
MLM
MARTIN MARIETTA MATERIALS
-$802.5K
21,198
-1%
增持
VYM
VANGUARD HIGH DIV YLD ETF
+$795.0K
57,391
+7%
增持
VLO
VALERO ENERGY CORP NEW COM
+$794.0K
6,639
+28%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$735.9K
10,511
-3%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$735.7K
51,548
+0%
增持
COP
CONOCOPHILLIPS COM
+$731.7K
18,605
+1%
减持
AZO
AUTOZONE INC COM
-$727.5K
1,116
-16%
减持
SPGI
S&P GLOBAL INC
-$698.2K
5,632
-5%
增持
GE
GENERAL ELECTRIC CO COM
-$681.8K
32,284
+1%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$666.4K
3,806
-22%
建仓
VWENX
VANGUARD WELLINGTON FUND ADMIR
+$649.7K
8,757
建仓
JEPI
J P MORGAN EXCHANGE TRADED FD
+$643.3K
11,350
减持
VGT
VANGUARD WORLD FDS INF TECH ET
-$637.8K
10,329
-1%
增持
BA
BOEING CO COM
+$634.5K
13,188
+44%
增持
ADI
ANALOG DEVICES INC
+$633.3K
12,440
+1%
增持
PSX
PHILLIPS 66 COM
+$623.8K
11,724
+0%
减持
CMCSA
COMCAST CORP NEW CL A
-$620.9K
174,583
-7%
增持
—
WHITE MTNS INS GROUP LTD COM
+$619.8K
5,194
+0%
减持
CSCO
CISCO SYS INC COM
-$619.6K
146,558
-6%
建仓
—
ASTRAZENECA PLC
+$614.9K
3,118
增持
IEFA
ISHARES TR CORE MSCI EAFE
+$612.7K
46,152
+16%
建仓
DFLVX
DFA INVT DIMENSIONS GROUP INC
+$608.4K
10,424
增持
PFE
PFIZER INC COM
+$604.6K
165,407
+2%
减持
APD
AIR PRODS & CHEMS INC COM
+$587.0K
14,463
-1%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$585.2K
53,332
-4%
增持
WMT
WAL-MART STORES INC COM
+$580.9K
23,000
+13%
增持
IVV
ISHARES TR CORE S&P500 ETF
-$572.8K
19,068
+0%
