Williams Jones Wealth Management, LLC. 13F 持仓 · 2026年Q2
Williams Jones Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 544 只证券，申报市值合计 88.64 亿美元。前几大持仓：AAPL（7.47%）、GOOGL（6.24%）、NVDA（4.50%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $662.4M | 7.47% | 2.3M | 增持 |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | $553.2M | 6.24% | 1.5M | 减持 |
| 3 | NVDA | NVIDIA CORP COM | $398.5M | 4.50% | 2.0M | 增持 |
| 4 | COST | COSTCO WHSL CORP NEW COM | $397.8M | 4.49% | 425,262 | 减持 |
| 5 | MSFT | MICROSOFT CORP COM | $366.8M | 4.14% | 983,325 | 增持 |
| 6 | V | VISA INC COM CL A | $358.8M | 4.05% | 1.0M | 减持 |
| 7 | AMZN | AMAZON COM INC COM | $266.1M | 3.00% | 1.1M | 减持 |
| 8 | AVGO | BROADCOM INC | $261.3M | 2.95% | 691,659 | 增持 |
| 9 | ETN | EATON CORP PLC SHS | $226.1M | 2.55% | 530,610 | 增持 |
| 10 | ECL | ECOLAB INC COM | $201.5M | 2.27% | 723,394 | 增持 |
| 11 | JPM | JPMORGAN CHASE & CO COM | $187.6M | 2.12% | 573,129 | 减持 |
| 12 | GOOG | ALPHABET INC CAP STK CL C | $177.1M | 2.00% | 501,234 | 减持 |
| 13 | TJX | TJX COS INC NEW COM | $177.2M | 2.00% | 1.2M | 减持 |
| 14 | APH | AMPHENOL CORP NEW CL A | $143.0M | 1.61% | 810,869 | 减持 |
| 15 | MTD | METTLER TOLEDO INTERNATIONAL C | $142.6M | 1.61% | 111,624 | 增持 |
| 16 | LLY | LILLY ELI & CO COM | $141.0M | 1.59% | 117,525 | 增持 |
| 17 | IDXX | IDEXX LABS INC COM | $137.6M | 1.55% | 261,303 | 减持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL CL | $122.9M | 1.39% | 245,649 | 减持 |
| 19 | LRCX | LAM RESEARCH CORP COM | $118.9M | 1.34% | 274,278 | 增持 |
| 20 | ADP | AUTOMATIC DATA PROCESSING INC | $117.6M | 1.33% | 525,325 | 减持 |
| 21 | DOV | DOVER CORPORATION (Special) | $117.9M | 1.33% | 525,566 | 减持 |
| 22 | ORLY | O REILLY AUTOMOTIVE INC NEW CO | $117.2M | 1.32% | 1.3M | 增持 |
| 23 | SHW | SHERWIN-WILLIAMS CO | $106.8M | 1.21% | 310,313 | 减持 |
| 24 | PWR | QUANTA SVCS INC COM | $104.2M | 1.18% | 144,774 | 减持 |
| 25 | IGSB | ISHARES SHORT-TERM CORP B | $97.3M | 1.10% | 1.9M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR