ALPINE WOODS CAPITAL INVESTORS, LLC
PURCHASE NY · SEC CIK 0001226886
$4.60亿2026Q2 申报市值
220持仓数
25.2%前十大占比 · 第一大 3.8%
50 / 33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
MDT 新建仓+$535.81万
LLY 加仓+$517.07万
ABT 加仓+$361.84万
IFF 新建仓+$315.06万
TFC 新建仓+$311.66万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$2,683.01万
STLD 减仓-$393.80万
CLX 清仓-$332.31万
STZ 减仓-$271.72万
MA 清仓-$254.78万
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 |
|---|---|---|---|---|---|---|---|---|
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -32,067 | -100.0% | -$332.31万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -5,099 | -100.0% | -$254.78万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -84,047 | -100.0% | -$253.15万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -20,771 | -100.0% | -$235.56万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -25,448 | -100.0% | -$163.05万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -9,336 | -100.0% | -$146.84万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -4,065 | -100.0% | -$145.85万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -12,965 | -100.0% | -$126.66万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -8,380 | -100.0% | -$122.47万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -20,900 | -100.0% | -$105.42万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -6,218 | -100.0% | -$58.44万 | 清仓 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -14,077 | -100.0% | -$56.69万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$56.34万 | 清仓 |
| HUBB | HUBBELL INC | $0 | 0.00% | 0 | -979 | -100.0% | -$48.04万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -1,195 | -100.0% | -$45.40万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG | $0 | 0.00% | 0 | -8,220 | -100.0% | -$39.10万 | 清仓 |
| VVV | VALVOLINE INC | $0 | 0.00% | 0 | -9,153 | -100.0% | -$30.83万 | 清仓 |
| — | SELECT MED HLDGS CORP | $0 | 0.00% | 0 | -18,132 | -100.0% | -$29.54万 | 清仓 |
| POR | PORTLAND GEN ELEC CO | $0 | 0.00% | 0 | -5,566 | -100.0% | -$29.37万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -8,111 | -100.0% | -$29.06万 | 清仓 |
| UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | -20,829 | -100.0% | -$28.12万 | 清仓 |
| — | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | -6,594 | -100.0% | -$24.89万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -320 | -100.0% | -$24.72万 | 清仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $0 | 0.00% | 0 | -22,453 | -100.0% | -$24.32万 | 清仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $0 | 0.00% | 0 | -15,197 | -100.0% | -$23.25万 | 清仓 |
| MANU | MANCHESTER UTD PLC NEW | $0 | 0.00% | 0 | -13,450 | -100.0% | -$22.62万 | 清仓 |
| CLBT | CELLEBRITE DI LTD | $0 | 0.00% | 0 | -16,207 | -100.0% | -$22.33万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -8,402 | -100.0% | -$21.91万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -1,225 | -100.0% | -$21.15万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -2,228 | -100.0% | -$20.51万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -5,166 | -100.0% | -$20.13万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -6,938 | -100.0% | -$20.11万 | 清仓 |
| SPRY | ARS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$8.03万 | 清仓 |
| — | CARLSMED INC | $16.13万 | 0.04% | 15,542 | 15,542 | — | $16.13万 | 新建仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $16.72万 | 0.04% | 12,061 | 12,061 | — | $16.72万 | 新建仓 |
| NOMD | NOMAD FOODS LTD | $17.07万 | 0.04% | 15,593 | 0 | 0.0% | — | 不变 |
| PAYS | PAYSIGN INC | $18.62万 | 0.04% | 22,737 | 22,737 | — | $18.62万 | 新建仓 |
| — | EXXON MOBIL CORP | $21.16万 | 0.05% | 1,548 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $21.32万 | 0.05% | 8,000 | -4,300 | -35.0% | -$11.46万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $21.44万 | 0.05% | 4,294 | 4,294 | — | $21.44万 | 新建仓 |
| KMT | KENNAMETAL INC | $21.49万 | 0.05% | 6,130 | 6,130 | — | $21.49万 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $21.80万 | 0.05% | 3,527 | -500 | -12.4% | -$3.09万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $21.82万 | 0.05% | 1,834 | -610 | -25.0% | -$7.26万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $21.88万 | 0.05% | 3,212 | 3,212 | — | $21.88万 | 新建仓 |
| HROW | HARROW INC | $22.14万 | 0.05% | 5,214 | 5,214 | — | $22.14万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $22.94万 | 0.05% | 12,000 | -2,400 | -16.7% | -$4.59万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $23.13万 | 0.05% | 4,844 | 4,844 | — | $23.13万 | 新建仓 |
| WKC | WORLD KINECT CORPORATION | $23.16万 | 0.05% | 7,030 | -4,785 | -40.5% | -$15.76万 | 减仓 |
| PLBC | PLUMAS BANCORP | $23.38万 | 0.05% | 4,000 | 4,000 | — | $23.38万 | 新建仓 |
| TTC | TORO CO | $23.47万 | 0.05% | 2,409 | 0 | 0.0% | — | 不变 |
| REAL | THE REALREAL INC | $23.64万 | 0.05% | 20,053 | 20,053 | — | $23.64万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $23.70万 | 0.05% | 1,580 | 1,580 | — | $23.70万 | 新建仓 |
| MOO | VANECK ETF TRUST | $23.76万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & CO | $23.94万 | 0.05% | 3,659 | -400 | -9.9% | -$2.62万 | 减仓 |
| AGI | ALAMOS GOLD INC | $23.97万 | 0.05% | 7,900 | -2,500 | -24.0% | -$7.58万 | 减仓 |
| SRAD | SPORTRADAR GROUP AG | $24.20万 | 0.05% | 16,169 | 16,169 | — | $24.20万 | 新建仓 |
| LKQ | LKQ CORP | $24.46万 | 0.05% | 9,290 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INC | $24.47万 | 0.05% | 3,714 | 25 | 0.7% | $1,647 | 加仓 |
| IOT | SAMSARA INC | $24.56万 | 0.05% | 7,573 | 378 | 5.3% | $1.23万 | 加仓 |
| DOV | DOVER CORP | $24.67万 | 0.05% | 1,100 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $25.11万 | 0.05% | 934 | 1 | 0.1% | $269 | 加仓 |
| SON | SONOCO PRODS CO | $25.18万 | 0.05% | 4,468 | 4,468 | — | $25.18万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $25.56万 | 0.06% | 661 | -23 | -3.4% | -$8,895 | 减仓 |
| RDDT | REDDIT INC | $25.57万 | 0.06% | 1,473 | 1,473 | — | $25.57万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $25.59万 | 0.06% | 2,955 | 2,955 | — | $25.59万 | 新建仓 |
| GNTX | GENTEX CORP | $25.75万 | 0.06% | 10,190 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $25.99万 | 0.06% | 19,095 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP | $26.66万 | 0.06% | 18,351 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $26.69万 | 0.06% | 1,242 | 125 | 11.2% | $2.69万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $27.00万 | 0.06% | 276 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES | $27.04万 | 0.06% | 3,738 | -324 | -8.0% | -$2.34万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $27.27万 | 0.06% | 3,718 | -170 | -4.4% | -$1.25万 | 减仓 |
| FLS | FLOWSERVE CORP | $27.47万 | 0.06% | 3,704 | -31,762 | -89.6% | -$235.55万 | 重新持有 |
| — | LXP INDUSTRIAL TRUST | $27.48万 | 0.06% | 5,100 | 5,100 | — | $27.48万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $27.52万 | 0.06% | 703 | 703 | — | $27.52万 | 新建仓 |
| NXT | NEXTPOWER INC | $27.74万 | 0.06% | 2,328 | -138 | -5.6% | -$1.64万 | 减仓 |
| ORCL | ORACLE CORP | $27.84万 | 0.06% | 1,900 | 20 | 1.1% | $2,931 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $27.88万 | 0.06% | 26,029 | 26,029 | — | $27.88万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $28.01万 | 0.06% | 1,700 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC | $28.11万 | 0.06% | 3,849 | 475 | 14.1% | $3.47万 | 加仓 |
| CDW | CDW CORP | $28.13万 | 0.06% | 2,000 | 2,000 | — | $28.13万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $28.26万 | 0.06% | 11,022 | 2,160 | 24.4% | $5.54万 | 加仓 |
| COCO | VITA COCO CO INC | $28.61万 | 0.06% | 4,325 | -255 | -5.6% | -$1.69万 | 减仓 |
| CUBE | CUBESMART | $28.76万 | 0.06% | 7,232 | -920 | -11.3% | -$3.66万 | 减仓 |
| VSEC | VSE CORP | $28.81万 | 0.06% | 1,261 | 1,261 | — | $28.81万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $28.86万 | 0.06% | 11,143 | 2,000 | 21.9% | $5.18万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $28.99万 | 0.06% | 3,480 | -9,993 | -74.2% | -$83.25万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $29.34万 | 0.06% | 9,933 | -3,000 | -23.2% | -$8.86万 | 减仓 |
| HOPE | HOPE BANCORP INC | $29.35万 | 0.06% | 21,453 | 3,500 | 19.5% | $4.79万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $29.45万 | 0.06% | 3,941 | 790 | 25.1% | $5.90万 | 加仓 |
| RGEN | REPLIGEN CORP | $29.54万 | 0.06% | 2,165 | -132 | -5.7% | -$1.80万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $29.80万 | 0.06% | 3,704 | 3,704 | — | $29.80万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $30.07万 | 0.07% | 902 | 902 | — | $30.07万 | 新建仓 |
| FULT | FULTON FINL CORP PA | $30.11万 | 0.07% | 12,446 | 2,500 | 25.1% | $6.05万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $30.16万 | 0.07% | 8,021 | -21,879 | -73.2% | -$82.27万 | 减仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $30.71万 | 0.07% | 5,486 | 5,486 | — | $30.71万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $31.74万 | 0.07% | 29,915 | 4,500 | 17.7% | $4.77万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $31.90万 | 0.07% | 569 | -446 | -43.9% | -$25.00万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $32.07万 | 0.07% | 20,401 | -6,325 | -23.7% | -$9.94万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $32.35万 | 0.07% | 3,600 | 0 | 0.0% | — | 不变 |