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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $5.32亿 | 6.54% | 2,098,040 | 31,515 | 1.5% | $799.82万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $4.53亿 | 5.56% | 1,574,102 | -12,907 | -0.8% | -$371.15万 | 减仓 |
| COST | COSTCO WHSL CORP NEW COM | $4.25亿 | 5.23% | 426,863 | -3,093 | -0.7% | -$308.20万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $3.61亿 | 4.43% | 974,320 | -28,520 | -2.8% | -$1,055.73万 | 减仓 |
| NVDA | NVIDIA CORP COM | $3.39亿 | 4.16% | 1,941,198 | 4,576 | 0.2% | $79.81万 | 加仓 |
| V | VISA INC COM CL A | $3.25亿 | 4.00% | 1,076,057 | -12,090 | -1.1% | -$365.41万 | 减仓 |
| AMZN | AMAZON COM INC COM | $2.35亿 | 2.88% | 1,126,687 | -4,171 | -0.4% | -$86.87万 | 减仓 |
| ECL | ECOLAB INC COM | $1.92亿 | 2.36% | 723,014 | -3,564 | -0.5% | -$94.81万 | 减仓 |
| TJX | TJX COS INC NEW COM | $1.87亿 | 2.30% | 1,171,680 | -14,396 | -1.2% | -$229.90万 | 减仓 |
| ETN | EATON CORP PLC SHS | $1.83亿 | 2.25% | 512,646 | 1,319 | 0.3% | $47.18万 | 加仓 |
| AVGO | BROADCOM INC | $1.78亿 | 2.19% | 575,837 | -1,267 | -0.2% | -$39.21万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $1.71亿 | 2.10% | 580,888 | 11,226 | 2.0% | $330.22万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $1.48亿 | 1.82% | 263,513 | -4,252 | -1.6% | -$238.92万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1.46亿 | 1.79% | 508,899 | -18,843 | -3.6% | -$540.53万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL C | $1.36亿 | 1.67% | 107,488 | 2,223 | 2.1% | $280.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $1.24亿 | 1.53% | 259,278 | -4,643 | -1.8% | -$222.49万 | 减仓 |
| INTU | INTUIT COM | $1.22亿 | 1.50% | 282,597 | -70,110 | -19.9% | -$3,031.42万 | 减仓 |
| ORLY | O REILLY AUTOMOTIVE INC NEW CO | $1.17亿 | 1.44% | 1,271,426 | -5,343 | -0.4% | -$49.32万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $1.10亿 | 1.35% | 539,625 | -9,079 | -1.7% | -$184.47万 | 减仓 |
| DOV | DOVER CORPORATION (Special) | $1.10亿 | 1.35% | 525,891 | -9,862 | -1.8% | -$205.57万 | 减仓 |
| APH | AMPHENOL CORP NEW CL A | $1.03亿 | 1.27% | 818,200 | -16,117 | -1.9% | -$203.64万 | 减仓 |
| SHW | SHERWIN-WILLIAMS CO | $1.00亿 | 1.23% | 312,764 | -1,764 | -0.6% | -$56.55万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $9,880.26万 | 1.21% | 214,327 | 3,489 | 1.7% | $160.84万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $9,291.89万 | 1.14% | 380,130 | -3,312 | -0.9% | -$80.96万 | 减仓 |
| IGSB | ISHARES SHORT-TERM CORP B | $9,199.89万 | 1.13% | 1,750,360 | 8,591 | 0.5% | $45.15万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $8,824.74万 | 1.08% | 465,440 | 9,669 | 2.1% | $183.32万 | 加仓 |
| STE | STERIS PLC SHS USD | $8,375.90万 | 1.03% | 378,777 | -1,284 | -0.3% | -$28.39万 | 减仓 |
| CIEN | CIENA CORP COM NEW | $8,335.03万 | 1.02% | 214,693 | -17,312 | -7.5% | -$672.10万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $8,302.14万 | 1.02% | 1,154,197 | -52,503 | -4.4% | -$377.65万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $8,141.36万 | 1.00% | 148,289 | -1,755 | -1.2% | -$96.35万 | 减仓 |
| LLY | LILLY ELI & CO COM | $7,905.30万 | 0.97% | 85,949 | 1,353 | 1.6% | $124.44万 | 加仓 |
| ATR | APTARGROUP INC COM | $7,401.60万 | 0.91% | 587,336 | -16,495 | -2.7% | -$207.87万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM CL | $7,028.77万 | 0.86% | 630,836 | -197,545 | -23.8% | -$2,201.05万 | 减仓 |
| VRT | VERTIV HOLDINGS CO-A | $6,864.64万 | 0.84% | 273,950 | -39,085 | -12.5% | -$979.39万 | 减仓 |
| CTAS | CINTAS CORP COM | $6,384.24万 | 0.78% | 377,453 | 8,102 | 2.2% | $137.04万 | 加仓 |
| ALC | ALCON AG ORD SHS | $6,132.74万 | 0.75% | 813,900 | -9,201 | -1.1% | -$69.33万 | 减仓 |
| HD | HOME DEPOT INC COM | $6,034.74万 | 0.74% | 183,488 | -56,694 | -23.6% | -$1,864.61万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM | $5,855.76万 | 0.72% | 274,069 | -6,871 | -2.4% | -$146.81万 | 减仓 |
| IAU | ISHARES COMEX GOLD TR ISHARES | $5,786.43万 | 0.71% | 656,355 | 22,503 | 3.6% | $198.39万 | 加仓 |
| META | META PLATFORMS INC | $5,710.37万 | 0.70% | 99,809 | 24,901 | 33.2% | $1,424.66万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $5,672.10万 | 0.70% | 1,498,970 | -36,808 | -2.4% | -$139.28万 | 减仓 |
| BX | BLACKSTONE GROUP INC | $5,551.34万 | 0.68% | 482,767 | -45,180 | -8.6% | -$519.53万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $5,424.32万 | 0.67% | 64,118 | -602 | -0.9% | -$50.93万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS C | $5,394.68万 | 0.66% | 222,562 | 94,284 | 73.5% | $2,285.35万 | 加仓 |
| — | EXXON MOBIL CORP COM | $5,300.65万 | 0.65% | 312,428 | -5,231 | -1.6% | -$88.75万 | 减仓 |
| ZTS | ZOETIS INC CL A | $4,310.62万 | 0.53% | 364,658 | -95,876 | -20.8% | -$1,133.35万 | 减仓 |
| PEP | PEPSICO INC COM | $4,183.87万 | 0.51% | 269,423 | -2,976 | -1.1% | -$46.21万 | 减仓 |
| AMGN | AMGEN INC COM | $3,906.84万 | 0.48% | 111,037 | -690 | -0.6% | -$24.28万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $3,765.94万 | 0.46% | 124,502 | -627 | -0.5% | -$18.97万 | 减仓 |
| — | ONEX CORP SUB VTG | $3,599.39万 | 0.44% | 493,214 | -2,030 | -0.4% | -$14.81万 | 减仓 |
| SYY | SYSCO CORP COM | $3,534.46万 | 0.43% | 495,508 | -800 | -0.2% | -$5.71万 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $3,478.26万 | 0.43% | 689,584 | -73,052 | -9.6% | -$368.47万 | 减仓 |
| PGR | PROGRESSIVE CORP OHIO COM | $3,269.28万 | 0.40% | 164,915 | -1,115 | -0.7% | -$22.10万 | 减仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $3,078.01万 | 0.38% | 51,510 | -2,189 | -4.1% | -$130.80万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC C | $2,952.77万 | 0.36% | 60,073 | -17,679 | -22.7% | -$868.98万 | 减仓 |
| WMB | WILLIAMS COS INC DEL COM | $2,838.12万 | 0.35% | 389,959 | 199,260 | 104.5% | $1,450.21万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2,812.07万 | 0.35% | 6,679 | -4,284 | -39.1% | -$1,803.70万 | 减仓 |
| HYG | ISHARES TR HIGH YLD CORP | $2,560.68万 | 0.31% | 321,855 | 0 | 0.0% | — | 不变 |
| XBI | SPDR S&P BIOTECHNOLOGY ETF | $2,549.18万 | 0.31% | 199,576 | 56,340 | 39.3% | $719.63万 | 加仓 |
| LOW | LOWES COS INC COM | $2,478.32万 | 0.30% | 104,889 | 0 | 0.0% | — | 不变 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $2,450.20万 | 0.30% | 127,019 | 862 | 0.7% | $16.63万 | 加仓 |
| SPY | SPDR S&P 500 ETF TRUST | $2,386.63万 | 0.29% | 36,698 | 307 | 0.8% | $19.97万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $2,281.44万 | 0.28% | 313,859 | 11 | 0.0% | $800 | 加仓 |
| CVX | CHEVRON CORP NEW COM | $2,205.85万 | 0.27% | 106,614 | 902 | 0.9% | $18.66万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL | $2,154.42万 | 0.26% | 30 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $2,078.00万 | 0.26% | 163,262 | -24,733 | -13.2% | -$314.80万 | 减仓 |
| SYK | STRYKER CORP COM | $2,064.20万 | 0.25% | 62,820 | 14 | 0.0% | $4,600 | 加仓 |
| ROL | ROLLINS INC COM | $1,915.03万 | 0.24% | 358,553 | 11,635 | 3.4% | $62.14万 | 加仓 |
| PDX | PIMCO DYNM INC STRGY-USD INC | $1,882.89万 | 0.23% | 853,530 | -10,039 | -1.2% | -$22.15万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,865.31万 | 0.23% | 51,976 | 7,013 | 15.6% | $251.68万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLAS | $1,857.22万 | 0.23% | 93,662 | -138,885 | -59.7% | -$2,753.95万 | 减仓 |
| ABT | ABBOTT LABS COM | $1,818.44万 | 0.22% | 177,115 | 522 | 0.3% | $5.36万 | 加仓 |
| PH | PARKER HANNIFIN CORP | $1,682.60万 | 0.21% | 18,795 | -254 | -1.3% | -$22.74万 | 减仓 |
| WSO | WATSCO INC COM | $1,673.43万 | 0.21% | 46,000 | 1,089 | 2.4% | $39.62万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $1,550.28万 | 0.19% | 118,324 | 518 | 0.4% | $6.79万 | 加仓 |
| ET | ENERGY TRANSFER LP | $1,478.69万 | 0.18% | 766,161 | -3,770 | -0.5% | -$7.28万 | 减仓 |
| GWW | GRAINGER W W INC COM | $1,471.83万 | 0.18% | 13,493 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $1,427.96万 | 0.18% | 73,553 | 3,424 | 4.9% | $66.47万 | 加仓 |
| FTNT | FORTINET INC COM | $1,362.93万 | 0.17% | 166,781 | -15,563 | -8.5% | -$127.18万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $1,341.74万 | 0.16% | 51,548 | 59 | 0.1% | $1.54万 | 加仓 |
| ORCL | ORACLE CORP COM | $1,304.10万 | 0.16% | 88,648 | -762 | -0.9% | -$11.21万 | 减仓 |
| CAT | CATERPILLAR INC DEL COM | $1,284.23万 | 0.16% | 18,127 | -593 | -3.2% | -$42.01万 | 减仓 |
| MLM | MARTIN MARIETTA MATERIALS | $1,247.88万 | 0.15% | 21,198 | -132 | -0.6% | -$7.77万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $1,245.54万 | 0.15% | 19,068 | 47 | 0.2% | $3.07万 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $1,230.73万 | 0.15% | 84,216 | -12,217 | -12.7% | -$178.54万 | 减仓 |
| GLW | CORNING INC COM | $1,225.89万 | 0.15% | 90,159 | 4,582 | 5.4% | $62.30万 | 加仓 |
| — | HONEYWELL INTL INC | $1,196.66万 | 0.15% | 52,943 | -157 | -0.3% | -$3.55万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $1,177.97万 | 0.14% | 122,718 | -1,041 | -0.8% | -$9.99万 | 减仓 |
| CCI | CROWN CASTLE INTL CORP | $1,176.74万 | 0.14% | 144,723 | -15,032 | -9.4% | -$122.23万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD COM | $1,141.10万 | 0.14% | 5,194 | 1 | 0.0% | $2,197 | 加仓 |
| CSCO | CISCO SYS INC COM | $1,137.14万 | 0.14% | 146,558 | -9,109 | -5.9% | -$70.68万 | 减仓 |
| VLTO | VERALTO CORP COM SHS | $1,121.81万 | 0.14% | 126,873 | 28,125 | 28.5% | $248.68万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,092.80万 | 0.13% | 50,246 | -5,152 | -9.3% | -$112.05万 | 减仓 |
| GEV | GE VERNOVA INC COM | $1,074.56万 | 0.13% | 12,310 | 150 | 1.2% | $13.09万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,056.26万 | 0.13% | 134,282 | 5,157 | 4.0% | $40.56万 | 加仓 |
| AMLP | ALPS ETF TR ALERIAN MLP | $1,053.64万 | 0.13% | 200,160 | 19,255 | 10.6% | $101.36万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $1,040.49万 | 0.13% | 161,041 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TRUST | $1,012.86万 | 0.12% | 23,539 | 721 | 3.2% | $31.02万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $962.04万 | 0.12% | 106,727 | -4,359 | -3.9% | -$39.29万 | 减仓 |
| IQV | IQVIA HLDGS INC COM | $961.54万 | 0.12% | 56,382 | 56,382 | — | $961.54万 | 新建仓 |