Williams Jones Wealth Management, LLC.
NEW YORK NY · SEC CIK 0001788587
$81.38亿2026Q1 申报市值
514持仓数
39.7%前十大占比 · 第一大 6.5%
37 / 38新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IBM 加仓+$2,285.35万
WMB 加仓+$1,450.21万
META 加仓+$1,424.66万
IQV 新建仓+$961.54万
AAPL 加仓+$799.82万
2026Q1 卖出最多 按季末市值估算
ROP 减仓-$5,973.69万
INTU 减仓-$3,031.42万
ACN 减仓-$2,753.95万
APO 减仓-$2,201.05万
DELL 减仓-$2,036.11万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FCX | FREEPORT-MCMORAN INC. | $48.09万 | 0.01% | 8,182 | 778 | 10.5% | $4.57万 | 加仓 |
| — | JPMORGAN TR II LARGE CAP GR S | $48.34万 | 0.01% | 6,462 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $49.41万 | 0.01% | 3,082 | 845 | 37.8% | $13.55万 | 加仓 |
| — | COLUMBIA FUNDS SER TR II MA PO | $49.75万 | 0.01% | 51,661 | -18,771 | -26.7% | -$18.08万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP NEW COM | $49.95万 | 0.01% | 5,315 | 275 | 5.5% | $2.58万 | 加仓 |
| — | WASATCH FDS TR CRE GWTH INSTL | $50.32万 | 0.01% | 7,000 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $50.68万 | 0.01% | 1,135 | -20 | -1.7% | -$8,931 | 减仓 |
| ENB | ENBRIDGE INC COM | $50.75万 | 0.01% | 9,373 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN TR II EQTY INCOME SL | $51.07万 | 0.01% | 20,394 | 2 | 0.0% | $50 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP | $51.30万 | 0.01% | 20,006 | -10,266 | -33.9% | -$26.32万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC COM NE | $52.69万 | 0.01% | 7,002 | -534 | -7.1% | -$4.02万 | 减仓 |
| AME | AMETEK INC NEW COM | $52.78万 | 0.01% | 2,462 | -75 | -3.0% | -$1.61万 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $52.88万 | 0.01% | 1,190 | 282 | 31.1% | $12.53万 | 加仓 |
| NPO | ENPRO INDS INC COM | $53.46万 | 0.01% | 2,133 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC COM | $53.50万 | 0.01% | 985 | 50 | 5.3% | $2.72万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | $53.56万 | 0.01% | 8,731 | -56 | -0.6% | -$3,436 | 减仓 |
| MRSH | MARSH COM | $54.08万 | 0.01% | 3,118 | -43 | -1.4% | -$7,458 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $54.72万 | 0.01% | 3,741 | 81 | 2.2% | $1.18万 | 加仓 |
| — | T ROWE PR BLUE CHIP GROW | $54.75万 | 0.01% | 2,933 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA ENERGY | $55.10万 | 0.01% | 5,670 | -144 | -2.5% | -$1.40万 | 减仓 |
| — | COLUMBIA FUNDS SER TR OVERSEAS | $55.11万 | 0.01% | 37,722 | 37,722 | — | $55.11万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $55.87万 | 0.01% | 2,644 | 2 | 0.1% | $423 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $56.16万 | 0.01% | 1,979 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $56.26万 | 0.01% | 7,955 | -293 | -3.6% | -$2.07万 | 减仓 |
| — | WASATCH FUNDS TR MICRO CAP VAL | $57.04万 | 0.01% | 142,593 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $57.06万 | 0.01% | 330 | 51 | 18.3% | $8.82万 | 加仓 |
| SONY | SONY GROUP CORP SP ADR | $57.64万 | 0.01% | 27,846 | -3,415 | -10.9% | -$7.07万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGY | $58.89万 | 0.01% | 8,273 | 103 | 1.3% | $7,332 | 加仓 |
| — | VANGUARD MID CAP INDEX FUND AD | $59.44万 | 0.01% | 1,671 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $59.93万 | 0.01% | 4,306 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $60.06万 | 0.01% | 3,552 | 2 | 0.1% | $338 | 加仓 |
| — | DFA INVT DIMENSIONS GROUP INC | $60.84万 | 0.01% | 10,424 | 10,424 | — | $60.84万 | 新建仓 |
| MLI | MUELLER INDS INC COM | $61.21万 | 0.01% | 5,524 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $61.49万 | 0.01% | 3,118 | 3,118 | — | $61.49万 | 新建仓 |
| BP | BP PLC SPONSORED ADR | $61.58万 | 0.01% | 13,101 | 2,131 | 19.4% | $10.02万 | 加仓 |
| VMC | VULCAN MATLS CO | $62.08万 | 0.01% | 2,280 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR S&P SMALL CAP 600 | $62.08万 | 0.01% | 4,994 | 418 | 9.1% | $5.20万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $62.58万 | 0.01% | 810 | -9 | -1.1% | -$6,954 | 减仓 |
| WAB | WABTEC CORP COM | $63.05万 | 0.01% | 2,523 | 98 | 4.0% | $2.45万 | 加仓 |
| RMD | RESMED INC COM | $63.51万 | 0.01% | 2,829 | -47 | -1.6% | -$1.06万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $63.94万 | 0.01% | 2,192 | -2 | -0.1% | -$583 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED FD | $64.33万 | 0.01% | 11,350 | 11,350 | — | $64.33万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC COM | $64.44万 | 0.01% | 2,796 | 4 | 0.1% | $922 | 加仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $64.48万 | 0.01% | 9,245 | 3,670 | 65.8% | $25.60万 | 加仓 |
| VXUS | VANGUARD STAR FD VG TL INTL ST | $64.92万 | 0.01% | 8,419 | 4,283 | 103.6% | $33.03万 | 加仓 |
| EME | EMCOR GROUP INC COM | $64.97万 | 0.01% | 880 | 81 | 10.1% | $5.98万 | 加仓 |
| — | VANGUARD WELLINGTON FUND ADMIR | $64.97万 | 0.01% | 8,757 | 8,757 | — | $64.97万 | 新建仓 |
| WRB | BERKLEY W R CORP COM | $65.80万 | 0.01% | 9,927 | -272 | -2.7% | -$1.80万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEN | $68.31万 | 0.01% | 22,266 | 101 | 0.5% | $3,099 | 加仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $68.79万 | 0.01% | 1,762 | 3 | 0.2% | $1,171 | 加仓 |
| DTE | DTE ENERGY CO COM | $69.64万 | 0.01% | 4,763 | -61 | -1.3% | -$8,919 | 减仓 |
| — | SCHWAB CAP TR S&P 500IDX SEL | $70.73万 | 0.01% | 42,177 | -48,739 | -53.6% | -$81.74万 | 减仓 |
| NRC | NRC HEALTH COM NEW | $70.98万 | 0.01% | 41,800 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $71.69万 | 0.01% | 6,338 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $72.51万 | 0.01% | 4,612 | -280 | -5.7% | -$4.40万 | 减仓 |
| — | NORTHERN FDS STK INDEX FD | $74.12万 | 0.01% | 11,403 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS INC | $74.15万 | 0.01% | 6,334 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $74.43万 | 0.01% | 19,373 | -1,350 | -6.5% | -$5.19万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $74.80万 | 0.01% | 6,305 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $75.94万 | 0.01% | 8,166 | 737 | 9.9% | $6.85万 | 加仓 |
| — | COTERRA ENERGY INC | $76.22万 | 0.01% | 21,691 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FDS CONSUM STP | $77.01万 | 0.01% | 3,429 | 450 | 15.1% | $10.11万 | 加仓 |
| ALL | ALLSTATE CORP | $77.21万 | 0.01% | 3,724 | 49 | 1.3% | $1.02万 | 加仓 |
| DHI | D R HORTON INC | $78.06万 | 0.01% | 5,689 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $81.06万 | 0.01% | 35,787 | 0 | 0.0% | — | 不变 |
| — | CHAPTERS GROUP AG SHS | $81.40万 | 0.01% | 21,350 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $81.96万 | 0.01% | 5,464 | -9 | -0.2% | -$1,350 | 减仓 |
| BF/B | BROWN-FORMAN CORP - CLASS B | $82.03万 | 0.01% | 31,026 | -47 | -0.2% | -$1,243 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $82.44万 | 0.01% | 3,944 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $82.71万 | 0.01% | 860 | 25 | 3.0% | $2.40万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $83.06万 | 0.01% | 2,420 | 204 | 9.2% | $7.00万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $83.94万 | 0.01% | 4,244 | 1,752 | 70.3% | $34.65万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGEMENT - | $84.10万 | 0.01% | 18,921 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $84.80万 | 0.01% | 32,515 | -2,977 | -8.4% | -$7.76万 | 减仓 |
| PSNL | PERSONALIS INC COM | $85.40万 | 0.01% | 134,072 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $86.35万 | 0.01% | 2,072 | -42 | -2.0% | -$1.75万 | 减仓 |
| BF/A | BROWN FORMAN CORP | $86.53万 | 0.01% | 32,300 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS MCAP GR IDX | $87.29万 | 0.01% | 3,392 | -1,429 | -29.6% | -$36.78万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM | $87.54万 | 0.01% | 7,130 | 7,130 | — | $87.54万 | 新建仓 |
| MCK | MCKESSON CORP COM | $87.66万 | 0.01% | 1,013 | 7 | 0.7% | $6,058 | 加仓 |
| XLY | SELECT SECTOR SPDR TR SBI CONS | $87.84万 | 0.01% | 8,060 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE S A SPONSORED ADR | $87.84万 | 0.01% | 8,864 | -56 | -0.6% | -$5,550 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR US BRD MKT | $87.90万 | 0.01% | 35,020 | 35,020 | — | $87.90万 | 新建仓 |
| VTV | VANGUARD VALUE ETF | $88.07万 | 0.01% | 4,489 | -254 | -5.4% | -$4.98万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $88.10万 | 0.01% | 9,834 | -698 | -6.6% | -$6.25万 | 减仓 |
| PLD | PROLOGIS INC COM | $90.20万 | 0.01% | 6,824 | 349 | 5.4% | $4.61万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $90.98万 | 0.01% | 3,410 | 0 | 0.0% | — | 不变 |
| — | PUTNAM EQUITY INCOME FD NEW CL | $91.25万 | 0.01% | 23,079 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $91.32万 | 0.01% | 10,909 | 6 | 0.1% | $502 | 加仓 |
| MATX | MATSON INC COM | $92.38万 | 0.01% | 5,635 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR SBI INT- | $95.82万 | 0.01% | 15,642 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $97.04万 | 0.01% | 19,331 | -2,721 | -12.3% | -$13.66万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $97.21万 | 0.01% | 14,731 | 1,007 | 7.3% | $6.65万 | 加仓 |
| CME | CME GROUP INC COM | $97.47万 | 0.01% | 3,300 | 446 | 15.6% | $13.17万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $97.49万 | 0.01% | 1,429 | -67 | -4.5% | -$4.57万 | 减仓 |
| PKG | PACKAGING CORP OF AMERICA | $97.58万 | 0.01% | 4,598 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD COM | $99.46万 | 0.01% | 4,900 | -16 | -0.3% | -$3,248 | 减仓 |
| CBOE | CBOE GLOBAL MARKETS INC COM | $100.93万 | 0.01% | 3,591 | 1 | 0.0% | $281 | 加仓 |
| CB | CHUBB LIMITED COM | $100.97万 | 0.01% | 3,098 | -26 | -0.8% | -$8,474 | 减仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $101.76万 | 0.01% | 70,815 | 20,060 | 39.5% | $28.83万 | 加仓 |