Williams Jones Wealth Management, LLC.
NEW YORK NY · SEC CIK 0001788587
$88.64亿2026Q2 申报市值
547持仓数
41.7%前十大占比 · 第一大 7.5%
48 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AAPL 加仓+$5,529.76万
AVGO 加仓+$4,375.18万
XOM 新建仓+$4,049.15万
LLY 加仓+$3,787.31万
BN 加仓+$2,206.62万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$5,300.65万
INTU 减仓-$4,733.60万
MKC 减仓-$2,889.22万
ISRG 减仓-$2,746.02万
BKNG 减仓-$2,578.24万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL | $2,171.66万 | 0.25% | 29 | -1 | -3.3% | -$74.89万 | 减仓 |
| LOW | LOWES COS INC COM | $2,186.14万 | 0.25% | 99,149 | -5,740 | -5.5% | -$126.56万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $2,221.99万 | 0.25% | 74,546 | 993 | 1.4% | $29.60万 | 加仓 |
| FTNT | FORTINET INC COM | $2,373.29万 | 0.27% | 154,491 | -12,290 | -7.4% | -$188.80万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $2,379.81万 | 0.27% | 311,494 | -2,365 | -0.8% | -$18.07万 | 减仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $2,392.78万 | 0.27% | 126,115 | -904 | -0.7% | -$17.15万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC C | $2,412.54万 | 0.27% | 48,120 | -11,953 | -19.9% | -$599.28万 | 减仓 |
| GLW | CORNING INC COM | $2,415.86万 | 0.27% | 94,580 | 4,421 | 4.9% | $112.93万 | 加仓 |
| BN | BROOKFIELD CORPORATION | $2,596.06万 | 0.29% | 609,548 | 518,108 | 566.6% | $2,206.62万 | 加仓 |
| INTU | INTUIT COM | $2,642.18万 | 0.30% | 101,233 | -181,364 | -64.2% | -$4,733.60万 | 减仓 |
| SPY | SPDR S&P 500 ETF TRUST | $2,690.79万 | 0.30% | 36,032 | -666 | -1.8% | -$49.74万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2,712.88万 | 0.31% | 46,701 | 37,660 | 416.5% | $2,187.68万 | 加仓 |
| HYG | ISHARES TR HIGH YLD CORP | $2,734.21万 | 0.31% | 341,905 | 20,050 | 6.2% | $160.34万 | 加仓 |
| WMB | WILLIAMS COS INC DEL COM | $2,979.53万 | 0.34% | 400,798 | 10,839 | 2.8% | $80.58万 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $3,480.87万 | 0.39% | 50,682 | -828 | -1.6% | -$56.87万 | 减仓 |
| PGR | PROGRESSIVE CORP OHIO COM | $3,511.37万 | 0.40% | 160,740 | -4,175 | -2.5% | -$91.20万 | 减仓 |
| — | ONEX CORP SUB VTG | $3,611.82万 | 0.41% | 485,004 | -8,210 | -1.7% | -$61.14万 | 减仓 |
| PEP | PEPSICO INC COM | $3,622.21万 | 0.41% | 267,519 | -1,904 | -0.7% | -$25.78万 | 减仓 |
| XBI | SPDR S&P BIOTECHNOLOGY ETF | $3,879.88万 | 0.44% | 245,174 | 45,598 | 22.8% | $721.59万 | 加仓 |
| AMGN | AMGEN INC COM | $3,994.12万 | 0.45% | 110,298 | -739 | -0.7% | -$26.76万 | 减仓 |
| XOM | EXXON MOBIL CORP COM | $4,049.15万 | 0.46% | 296,164 | 296,164 | — | $4,049.15万 | 新建仓 |
| SYY | SYSCO CORP COM | $4,098.09万 | 0.46% | 490,320 | -5,188 | -1.0% | -$43.36万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $4,209.22万 | 0.47% | 124,441 | -61 | -0.0% | -$2.06万 | 减仓 |
| IAU | ISHARES COMEX GOLD TR ISHARES | $4,573.75万 | 0.52% | 605,714 | -50,641 | -7.7% | -$382.39万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $4,766.93万 | 0.54% | 96,286 | 44,310 | 85.3% | $2,193.70万 | 加仓 |
| ALC | ALCON AG ORD SHS | $5,298.27万 | 0.60% | 789,608 | -24,292 | -3.0% | -$163.00万 | 减仓 |
| BX | BLACKSTONE GROUP INC | $5,351.64万 | 0.60% | 454,800 | -27,967 | -5.8% | -$329.09万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $5,385.24万 | 0.61% | 1,464,972 | -33,998 | -2.3% | -$124.98万 | 减仓 |
| HD | HOME DEPOT INC COM | $5,579.61万 | 0.63% | 158,206 | -25,282 | -13.8% | -$891.65万 | 减仓 |
| META | META PLATFORMS INC | $5,665.85万 | 0.64% | 100,585 | 776 | 0.8% | $43.71万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $5,777.34万 | 0.65% | 145,276 | -69,051 | -32.2% | -$2,746.02万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS C | $6,183.19万 | 0.70% | 219,878 | -2,684 | -1.2% | -$75.48万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $6,185.74万 | 0.70% | 61,162 | -2,956 | -4.6% | -$298.96万 | 减仓 |
| CTAS | CINTAS CORP COM | $6,438.58万 | 0.73% | 378,562 | 1,109 | 0.3% | $18.86万 | 加仓 |
| STE | STERIS PLC SHS USD | $7,011.50万 | 0.79% | 332,977 | -45,800 | -12.1% | -$964.41万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM CL | $7,060.16万 | 0.80% | 596,751 | -34,085 | -5.4% | -$403.26万 | 减仓 |
| ATR | APTARGROUP INC COM | $7,147.51万 | 0.81% | 570,888 | -16,448 | -2.8% | -$205.93万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $7,396.80万 | 0.83% | 1,025,055 | -129,142 | -11.2% | -$931.89万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $8,274.93万 | 0.93% | 434,425 | -31,015 | -6.7% | -$590.77万 | 减仓 |
| VRT | VERTIV HOLDINGS CO-A | $8,423.74万 | 0.95% | 251,590 | -22,360 | -8.2% | -$748.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $9,494.14万 | 1.07% | 373,829 | -6,301 | -1.7% | -$160.03万 | 减仓 |
| CIEN | CIENA CORP COM NEW | $9,603.30万 | 1.08% | 195,762 | -18,931 | -8.8% | -$928.68万 | 减仓 |
| IGSB | ISHARES SHORT-TERM CORP B | $9,726.56万 | 1.10% | 1,855,860 | 105,500 | 6.0% | $552.93万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $1.04亿 | 1.18% | 144,774 | -3,515 | -2.4% | -$253.09万 | 减仓 |
| SHW | SHERWIN-WILLIAMS CO | $1.07亿 | 1.21% | 310,313 | -2,451 | -0.8% | -$84.39万 | 减仓 |
| ORLY | O REILLY AUTOMOTIVE INC NEW CO | $1.17亿 | 1.32% | 1,273,001 | 1,575 | 0.1% | $14.50万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $1.18亿 | 1.33% | 525,325 | -14,300 | -2.6% | -$320.25万 | 减仓 |
| DOV | DOVER CORP COM | $1.18亿 | 1.33% | 525,566 | -325 | -0.1% | -$7.29万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM | $1.19亿 | 1.34% | 274,278 | 209 | 0.1% | $9.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $1.23亿 | 1.39% | 245,649 | -13,629 | -5.3% | -$681.98万 | 减仓 |
| IDXX | IDEXX LABS INC COM | $1.38亿 | 1.55% | 261,303 | -2,210 | -0.8% | -$116.34万 | 减仓 |
| LLY | LILLY ELI & CO COM | $1.41亿 | 1.59% | 117,525 | 31,576 | 36.7% | $3,787.31万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL C | $1.43亿 | 1.61% | 111,624 | 4,136 | 3.8% | $528.38万 | 加仓 |
| APH | AMPHENOL CORP NEW CL A | $1.43亿 | 1.61% | 810,869 | -7,331 | -0.9% | -$129.26万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1.77亿 | 2.00% | 501,234 | -7,665 | -1.5% | -$270.83万 | 减仓 |
| TJX | TJX COS INC NEW COM | $1.77亿 | 2.00% | 1,169,485 | -2,195 | -0.2% | -$33.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $1.88亿 | 2.12% | 573,129 | -7,759 | -1.3% | -$253.98万 | 减仓 |
| ECL | ECOLAB INC COM | $2.02亿 | 2.27% | 723,394 | 380 | 0.1% | $10.59万 | 加仓 |
| ETN | EATON CORP PLC SHS | $2.26亿 | 2.55% | 530,610 | 17,964 | 3.5% | $765.48万 | 加仓 |
| AVGO | BROADCOM INC | $2.61亿 | 2.95% | 691,659 | 115,822 | 20.1% | $4,375.18万 | 加仓 |
| AMZN | AMAZON COM INC COM | $2.66亿 | 3.00% | 1,116,359 | -10,328 | -0.9% | -$246.16万 | 减仓 |
| V | VISA INC COM CL A | $3.59亿 | 4.05% | 1,045,853 | -30,204 | -2.8% | -$1,036.27万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $3.67亿 | 4.14% | 983,325 | 9,005 | 0.9% | $335.90万 | 加仓 |
| COST | COSTCO WHSL CORP NEW COM | $3.98亿 | 4.49% | 425,262 | -1,601 | -0.4% | -$149.77万 | 减仓 |
| NVDA | NVIDIA CORP COM | $3.98亿 | 4.50% | 1,991,485 | 50,287 | 2.6% | $1,006.19万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $5.53亿 | 6.24% | 1,547,889 | -26,213 | -1.7% | -$936.77万 | 减仓 |
| AAPL | APPLE INC | $6.62亿 | 7.47% | 2,289,143 | 191,103 | 9.1% | $5,529.76万 | 加仓 |