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 |
|---|---|---|---|---|---|---|---|---|
| CECO | CECO ENVIRONMENTAL CORP | $32.81万 | 0.07% | 3,616 | 3,616 | — | $32.81万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $33.14万 | 0.07% | 2,089 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC | $33.17万 | 0.07% | 3,734 | -760 | -16.9% | -$6.75万 | 减仓 |
| LGN | LEGENCE CORP | $34.59万 | 0.08% | 4,059 | 4,059 | — | $34.59万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $34.72万 | 0.08% | 699 | -17 | -2.4% | -$8,444 | 减仓 |
| MTB | M & T BK CORP | $34.87万 | 0.08% | 1,465 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $35.07万 | 0.08% | 3,617 | 217 | 6.4% | $2.10万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $35.50万 | 0.08% | 7,002 | 2,463 | 54.3% | $12.49万 | 加仓 |
| CMS | CMS ENERGY CORP | $36.34万 | 0.08% | 4,750 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $36.51万 | 0.08% | 1,166 | -182 | -13.5% | -$5.70万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $36.71万 | 0.08% | 25,055 | -1,824 | -6.8% | -$2.67万 | 减仓 |
| NTR | NUTRIEN LTD | $36.98万 | 0.08% | 5,875 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $37.05万 | 0.08% | 4,733 | 382 | 8.8% | $2.99万 | 加仓 |
| AS | AMER SPORTS INC | $37.23万 | 0.08% | 11,003 | 4,301 | 64.2% | $14.55万 | 加仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $37.67万 | 0.08% | 8,996 | 8,996 | — | $37.67万 | 新建仓 |
| RBRK | RUBRIK INC. | $38.34万 | 0.08% | 4,776 | -5,224 | -52.2% | -$41.94万 | 重新持有 |
| MAMA | MAMAS CREATIONS INC | $38.76万 | 0.08% | 21,714 | 21,714 | — | $38.76万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $39.27万 | 0.09% | 7,500 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP INC | $39.37万 | 0.09% | 15,303 | 4,089 | 36.5% | $10.52万 | 加仓 |
| CSL | CARLISLE COS INC | $41.72万 | 0.09% | 1,150 | -50 | -4.2% | -$1.81万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $44.22万 | 0.10% | 3,500 | 3,500 | — | $44.22万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $44.32万 | 0.10% | 613 | -69 | -10.1% | -$4.99万 | 减仓 |
| IGV | ISHARES TR | $44.39万 | 0.10% | 4,900 | -3,200 | -39.5% | -$28.99万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $44.57万 | 0.10% | 3,800 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $45.32万 | 0.10% | 55,000 | 55,000 | — | $45.32万 | 新建仓 |
| FROG | JFROG LTD | $46.39万 | 0.10% | 5,104 | -1,171 | -18.7% | -$10.64万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $47.00万 | 0.10% | 14,700 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $47.10万 | 0.10% | 3,500 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD | $48.38万 | 0.11% | 891 | 891 | — | $48.38万 | 新建仓 |
| CGNX | COGNEX CORP | $50.41万 | 0.11% | 6,961 | 830 | 13.5% | $6.01万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $50.57万 | 0.11% | 3,200 | 0 | 0.0% | — | 不变 |
| IAI | ISHARES TR | $52.60万 | 0.11% | 3,000 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $52.72万 | 0.11% | 3,143 | -3 | -0.1% | -$503 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $53.56万 | 0.12% | 5,000 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $57.37万 | 0.12% | 6,000 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $58.85万 | 0.13% | 3,460 | -5 | -0.1% | -$850 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $65.18万 | 0.14% | 6,500 | 6,500 | — | $65.18万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $67.89万 | 0.15% | 5,680 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $68.83万 | 0.15% | 3,833 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $71.61万 | 0.16% | 8,227 | 8,227 | — | $71.61万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $74.86万 | 0.16% | 7,788 | 7,788 | — | $74.86万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.16% | 1 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $75.13万 | 0.16% | 2,490 | 50 | 2.0% | $1.51万 | 加仓 |
| IXUS | ISHARES TR | $76.35万 | 0.17% | 8,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $78.47万 | 0.17% | 1,888 | 1,888 | — | $78.47万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $82.69万 | 0.18% | 9,600 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $82.81万 | 0.18% | 7,311 | 412 | 6.0% | $4.67万 | 加仓 |
| CAT | CATERPILLAR INC | $83.17万 | 0.18% | 781 | -40 | -4.9% | -$4.26万 | 减仓 |
| MCK | MCKESSON CORP | $86.29万 | 0.19% | 1,142 | 286 | 33.4% | $21.61万 | 加仓 |
| LIN | LINDE PLC | $86.51万 | 0.19% | 1,667 | 1,667 | — | $86.51万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $87.79万 | 0.19% | 868 | 22 | 2.6% | $2.23万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $89.96万 | 0.20% | 10,250 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $91.13万 | 0.20% | 9,622 | -4,507 | -31.9% | -$42.69万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $92.19万 | 0.20% | 16,000 | 16,000 | — | $92.19万 | 新建仓 |
| IMAX | IMAX CORP | $93.16万 | 0.20% | 23,371 | -7,281 | -23.8% | -$29.02万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $95.26万 | 0.21% | 5,000 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $98.75万 | 0.21% | 9,695 | 546 | 6.0% | $5.56万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $101.52万 | 0.22% | 3,032 | 3,032 | — | $101.52万 | 新建仓 |
| MP | MP MATERIALS CORP | $101.52万 | 0.22% | 18,126 | -4,431 | -19.6% | -$24.82万 | 减仓 |
| CME | CME GROUP INC | $104.19万 | 0.23% | 4,718 | -166 | -3.4% | -$3.67万 | 减仓 |
| INTC | INTEL CORP | $104.44万 | 0.23% | 7,480 | 7,480 | — | $104.44万 | 新建仓 |
| VST | VISTRA CORP | $105.74万 | 0.23% | 6,666 | 6,666 | — | $105.74万 | 新建仓 |
| ABNB | AIRBNB INC | $108.13万 | 0.23% | 7,556 | 7,556 | — | $108.13万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $108.47万 | 0.24% | 4,262 | 4,262 | — | $108.47万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $108.63万 | 0.24% | 1,870 | -132 | -6.6% | -$7.67万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $115.44万 | 0.25% | 9,162 | -10,862 | -54.2% | -$136.86万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $120.35万 | 0.26% | 7,916 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $121.78万 | 0.26% | 2,550 | -50 | -1.9% | -$2.39万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $123.48万 | 0.27% | 2,463 | 36 | 1.5% | $1.80万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $125.33万 | 0.27% | 36,992 | 7,568 | 25.7% | $25.64万 | 加仓 |
| PGEN | PRECIGEN INC | $130.88万 | 0.28% | 229,618 | 229,618 | — | $130.88万 | 新建仓 |
| PSX | PHILLIPS 66 | $146.13万 | 0.32% | 8,644 | -598 | -6.5% | -$10.11万 | 减仓 |
| SBUX | STARBUCKS CORP | $146.99万 | 0.32% | 14,384 | 14,384 | — | $146.99万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $149.56万 | 0.33% | 3,021 | 3,021 | — | $149.56万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $150.80万 | 0.33% | 7,115 | -2,864 | -28.7% | -$60.70万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $162.62万 | 0.35% | 51,444 | -69 | -0.1% | -$2,181 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $164.42万 | 0.36% | 12,258 | 283 | 2.4% | $3.80万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $169.01万 | 0.37% | 6,036 | -1,159 | -16.1% | -$32.45万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $174.07万 | 0.38% | 2,281 | -1,802 | -44.1% | -$137.52万 | 减仓 |
| V | VISA INC | $181.29万 | 0.39% | 5,284 | 5,284 | — | $181.29万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $187.75万 | 0.41% | 13,498 | -19,535 | -59.1% | -$271.72万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $195.88万 | 0.43% | 35,293 | -872 | -2.4% | -$4.84万 | 减仓 |
| NFLX | NETFLIX INC. | $196.92万 | 0.43% | 27,580 | -10,522 | -27.6% | -$75.13万 | 减仓 |
| GWW | WW GRAINGER INC | $203.24万 | 0.44% | 1,494 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $203.82万 | 0.44% | 6,842 | -3,176 | -31.7% | -$94.61万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $210.63万 | 0.46% | 14,364 | 985 | 7.4% | $14.44万 | 加仓 |
| GOOGL | ALPHABET INC | $219.46万 | 0.48% | 6,141 | -630 | -9.3% | -$22.51万 | 减仓 |
| DHI | D R HORTON INC | $221.86万 | 0.48% | 13,621 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $231.18万 | 0.50% | 4,539 | 1,670 | 58.2% | $85.06万 | 加仓 |
| DHR | DANAHER CORP DEL | $234.71万 | 0.51% | 12,322 | 11,314 | 1,122.4% | $215.51万 | 重新持有 |
| KHC | KRAFT HEINZ CO | $242.98万 | 0.53% | 102,869 | -25,195 | -19.7% | -$59.51万 | 减仓 |
| SNA | SNAP ON INC | $246.35万 | 0.54% | 6,122 | -75 | -1.2% | -$3.02万 | 减仓 |
| HNGE | HINGE HEALTH INC | $248.49万 | 0.54% | 29,938 | -162 | -0.5% | -$1.34万 | 减仓 |
| PRI | PRIMERICA INC | $255.47万 | 0.56% | 8,989 | -654 | -6.8% | -$18.59万 | 减仓 |
| GIS | GENERAL MILLS INC | $257.45万 | 0.56% | 73,981 | -12,480 | -14.4% | -$43.43万 | 减仓 |
| META | META PLATFORMS INC | $267.39万 | 0.58% | 4,747 | 938 | 24.6% | $52.84万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $273.76万 | 0.59% | 6,884 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $275.99万 | 0.60% | 10,210 | 10,210 | — | $275.99万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $281.30万 | 0.61% | 15,782 | 11,807 | 297.0% | $210.45万 | 加仓 |
| GRMN | GARMIN LTD | $293.22万 | 0.64% | 12,344 | -18 | -0.1% | -$4,276 | 减仓 |