ALPINE WOODS CAPITAL INVESTORS, LLC
PURCHASE NY · SEC CIK 0001226886
$4.17亿2026Q1 申报市值
199持仓数
30.8%前十大占比 · 第一大 7.6%
54 / 28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
NVDA 加仓+$2,276.74万
MDLZ 加仓+$412.14万
MET 新建仓+$392.48万
WM 加仓+$382.67万
PPG 新建仓+$351.90万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$692.06万
GOOG 减仓-$632.27万
AVGO 减仓-$583.46万
INGR 减仓-$487.59万
ORI 清仓-$365.12万
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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $428.10万 | 1.03% | 33,243 | 25,757 | 344.1% | $331.70万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $429.76万 | 1.03% | 9,903 | -1,356 | -12.0% | -$58.85万 | 减仓 |
| HD | HOME DEPOT INC | $437.03万 | 1.05% | 13,288 | 397 | 3.1% | $13.06万 | 加仓 |
| AMZN | AMAZON COM INC | $453.76万 | 1.09% | 21,787 | -4,434 | -16.9% | -$92.35万 | 减仓 |
| WMB | WILLIAMS COS INC | $490.46万 | 1.18% | 67,390 | -5,403 | -7.4% | -$39.32万 | 减仓 |
| EMR | EMERSON ELEC CO | $494.80万 | 1.19% | 37,765 | 19,261 | 104.1% | $252.36万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $495.50万 | 1.19% | 33,033 | 4,284 | 14.9% | $64.26万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $537.64万 | 1.29% | 18,947 | 1,161 | 6.5% | $32.94万 | 加仓 |
| TXN | TEXAS INSTRS INC | $541.56万 | 1.30% | 27,895 | 1,819 | 7.0% | $35.31万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $555.83万 | 1.33% | 32,295 | 2,647 | 8.9% | $45.56万 | 加仓 |
| WM | WASTE MGMT INC DEL | $568.11万 | 1.36% | 24,723 | 16,653 | 206.4% | $382.67万 | 加仓 |
| EVRG | EVERGY INC | $620.10万 | 1.49% | 75,695 | 8,966 | 13.4% | $73.45万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $646.24万 | 1.55% | 112,117 | 71,503 | 176.1% | $412.14万 | 加仓 |
| BAC | BANK AMERICA CORP | $655.11万 | 1.57% | 134,382 | -7,526 | -5.3% | -$36.69万 | 减仓 |
| EQIX | EQUINIX INC | $657.74万 | 1.58% | 6,710 | 1,385 | 26.0% | $135.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $662.86万 | 1.59% | 27,118 | -130 | -0.5% | -$3.18万 | 减仓 |
| PEP | PEPSICO INC | $664.58万 | 1.59% | 42,796 | 3,556 | 9.1% | $55.22万 | 加仓 |
| SO | SOUTHERN CO | $670.21万 | 1.61% | 69,437 | 13,633 | 24.4% | $131.59万 | 加仓 |
| ABBV | ABBVIE INC | $679.30万 | 1.63% | 31,234 | 2,190 | 7.5% | $47.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $682.15万 | 1.64% | 18,428 | -8,021 | -30.3% | -$296.91万 | 减仓 |
| CMI | CUMMINS INC | $751.02万 | 1.80% | 13,959 | -859 | -5.8% | -$46.22万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $794.81万 | 1.91% | 44,156 | 4,117 | 10.3% | $74.11万 | 加仓 |
| AMGN | AMGEN INC | $811.51万 | 1.95% | 23,064 | 4,003 | 21.0% | $140.85万 | 加仓 |
| AAPL | APPLE INC | $855.17万 | 2.05% | 33,696 | -27,269 | -44.7% | -$692.06万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $992.35万 | 2.38% | 48,889 | -17,793 | -26.7% | -$361.16万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,058.30万 | 2.54% | 30,662 | -2,459 | -7.4% | -$84.87万 | 减仓 |
| GOOG | ALPHABET INC | $1,091.79万 | 2.62% | 38,060 | -22,041 | -36.7% | -$632.27万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,099.13万 | 2.64% | 37,365 | -10,999 | -22.7% | -$323.55万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,386.73万 | 3.33% | 174,191 | -4,000 | -2.2% | -$31.84万 | 减仓 |
| AVGO | BROADCOM INC | $1,559.68万 | 3.74% | 50,392 | -18,851 | -27.2% | -$583.46万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,178.65万 | 7.63% | 182,262 | 130,547 | 252.4% | $2,276.74万 | 加仓 |