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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3,178.65万 | 7.63% | 182,262 | 130,547 | 252.4% | $2,276.74万 | 加仓 |
| AVGO | BROADCOM INC | $1,559.68万 | 3.74% | 50,392 | -18,851 | -27.2% | -$583.46万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,386.73万 | 3.33% | 174,191 | -4,000 | -2.2% | -$31.84万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,099.13万 | 2.64% | 37,365 | -10,999 | -22.7% | -$323.55万 | 减仓 |
| GOOG | ALPHABET INC | $1,091.79万 | 2.62% | 38,060 | -22,041 | -36.7% | -$632.27万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,058.30万 | 2.54% | 30,662 | -2,459 | -7.4% | -$84.87万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $992.35万 | 2.38% | 48,889 | -17,793 | -26.7% | -$361.16万 | 减仓 |
| AAPL | APPLE INC | $855.17万 | 2.05% | 33,696 | -27,269 | -44.7% | -$692.06万 | 减仓 |
| AMGN | AMGEN INC | $811.51万 | 1.95% | 23,064 | 4,003 | 21.0% | $140.85万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $794.81万 | 1.91% | 44,156 | 4,117 | 10.3% | $74.11万 | 加仓 |
| CMI | CUMMINS INC | $751.02万 | 1.80% | 13,959 | -859 | -5.8% | -$46.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $682.15万 | 1.64% | 18,428 | -8,021 | -30.3% | -$296.91万 | 减仓 |
| ABBV | ABBVIE INC | $679.30万 | 1.63% | 31,234 | 2,190 | 7.5% | $47.63万 | 加仓 |
| SO | SOUTHERN CO | $670.21万 | 1.61% | 69,437 | 13,633 | 24.4% | $131.59万 | 加仓 |
| PEP | PEPSICO INC | $664.58万 | 1.59% | 42,796 | 3,556 | 9.1% | $55.22万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $662.86万 | 1.59% | 27,118 | -130 | -0.5% | -$3.18万 | 减仓 |
| EQIX | EQUINIX INC | $657.74万 | 1.58% | 6,710 | 1,385 | 26.0% | $135.76万 | 加仓 |
| BAC | BANK AMERICA CORP | $655.11万 | 1.57% | 134,382 | -7,526 | -5.3% | -$36.69万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $646.24万 | 1.55% | 112,117 | 71,503 | 176.1% | $412.14万 | 加仓 |
| EVRG | EVERGY INC | $620.10万 | 1.49% | 75,695 | 8,966 | 13.4% | $73.45万 | 加仓 |
| WM | WASTE MGMT INC DEL | $568.11万 | 1.36% | 24,723 | 16,653 | 206.4% | $382.67万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $555.83万 | 1.33% | 32,295 | 2,647 | 8.9% | $45.56万 | 加仓 |
| TXN | TEXAS INSTRS INC | $541.56万 | 1.30% | 27,895 | 1,819 | 7.0% | $35.31万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $537.64万 | 1.29% | 18,947 | 1,161 | 6.5% | $32.94万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $495.50万 | 1.19% | 33,033 | 4,284 | 14.9% | $64.26万 | 加仓 |
| EMR | EMERSON ELEC CO | $494.80万 | 1.19% | 37,765 | 19,261 | 104.1% | $252.36万 | 加仓 |
| WMB | WILLIAMS COS INC | $490.46万 | 1.18% | 67,390 | -5,403 | -7.4% | -$39.32万 | 减仓 |
| AMZN | AMAZON COM INC | $453.76万 | 1.09% | 21,787 | -4,434 | -16.9% | -$92.35万 | 减仓 |
| HD | HOME DEPOT INC | $437.03万 | 1.05% | 13,288 | 397 | 3.1% | $13.06万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $429.76万 | 1.03% | 9,903 | -1,356 | -12.0% | -$58.85万 | 减仓 |
| QCOM | QUALCOMM INC | $428.10万 | 1.03% | 33,243 | 25,757 | 344.1% | $331.70万 | 加仓 |
| CSCO | CISCO SYS INC | $401.96万 | 0.96% | 51,806 | 22,270 | 75.4% | $172.79万 | 加仓 |
| MET | METLIFE INC | $392.48万 | 0.94% | 55,498 | 55,498 | — | $392.48万 | 新建仓 |
| NFLX | NETFLIX INC. | $366.35万 | 0.88% | 38,102 | 7,281 | 23.6% | $70.01万 | 加仓 |
| TJX | TJX COS INC NEW | $361.32万 | 0.87% | 22,625 | 449 | 2.0% | $7.17万 | 加仓 |
| PPG | PPG INDS INC | $351.90万 | 0.84% | 32,925 | 32,925 | — | $351.90万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $347.10万 | 0.83% | 29,259 | -1,226 | -4.0% | -$14.54万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $345.69万 | 0.83% | 8,295 | -402 | -4.6% | -$16.75万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $336.02万 | 0.81% | 84,363 | 44,739 | 112.9% | $178.20万 | 加仓 |
| CLX | CLOROX CO DEL | $332.31万 | 0.80% | 32,067 | 29,049 | 962.5% | $301.03万 | 加仓 |
| RS | RELIANCE INC | $322.16万 | 0.77% | 10,600 | 1,613 | 17.9% | $49.02万 | 加仓 |
| GIS | GENERAL MILLS INC | $321.81万 | 0.77% | 86,461 | 74,711 | 635.8% | $278.07万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $317.35万 | 0.76% | 6,884 | -3,007 | -30.4% | -$138.62万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $307.22万 | 0.74% | 16,470 | 3,246 | 24.5% | $60.55万 | 加仓 |
| UNP | UNION PAC CORP | $296.00万 | 0.71% | 12,200 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $288.02万 | 0.69% | 128,064 | 91,347 | 248.8% | $205.44万 | 加仓 |
| GRMN | GARMIN LTD | $286.81万 | 0.69% | 12,362 | 2,153 | 21.1% | $49.95万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $254.87万 | 0.61% | 20,024 | 2,147 | 12.0% | $27.33万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $254.78万 | 0.61% | 5,099 | 1,557 | 44.0% | $77.80万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $253.15万 | 0.61% | 84,047 | -18,761 | -18.2% | -$56.51万 | 减仓 |
| HEI | HEICO CORP NEW | $244.67万 | 0.59% | 8,923 | -2,075 | -18.9% | -$56.90万 | 减仓 |
| PRI | PRIMERICA INC | $241.54万 | 0.58% | 9,643 | 9,643 | — | $241.54万 | 新建仓 |
| C | CITIGROUP INC | $235.56万 | 0.57% | 20,771 | 533 | 2.6% | $6.04万 | 加仓 |
| USB | US BANCORP | $233.67万 | 0.56% | 44,928 | 9,057 | 25.2% | $47.11万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $233.36万 | 0.56% | 51,513 | 7,917 | 18.2% | $35.86万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $230.97万 | 0.55% | 10,810 | -307 | -2.8% | -$6.56万 | 减仓 |
| SNA | SNAP ON INC | $225.09万 | 0.54% | 6,197 | -2,159 | -25.8% | -$78.42万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $220.79万 | 0.53% | 36,165 | -3,154 | -8.0% | -$19.26万 | 减仓 |
| META | META PLATFORMS INC | $217.92万 | 0.52% | 3,809 | 335 | 9.6% | $19.17万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $204.13万 | 0.49% | 28,379 | 1,106 | 4.1% | $7.96万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $195.74万 | 0.47% | 2,869 | -68 | -2.3% | -$4.64万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $195.57万 | 0.47% | 9,979 | -9,423 | -48.6% | -$184.67万 | 减仓 |
| GOOGL | ALPHABET INC | $194.71万 | 0.47% | 6,771 | -12,007 | -63.9% | -$345.27万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $193.25万 | 0.46% | 13,379 | 13,379 | — | $193.25万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $191.97万 | 0.46% | 7,195 | -1,045 | -12.7% | -$27.88万 | 减仓 |
| DHI | D R HORTON INC | $186.91万 | 0.45% | 13,621 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $172.09万 | 0.41% | 2,362 | -1,407 | -37.3% | -$102.51万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $171.99万 | 0.41% | 11,975 | 8,288 | 224.8% | $119.03万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $169.41万 | 0.41% | 10,567 | -7,052 | -40.0% | -$113.06万 | 减仓 |
| PSX | PHILLIPS 66 | $168.37万 | 0.40% | 9,242 | -1,489 | -13.9% | -$27.13万 | 减仓 |
| TSN | TYSON FOODS INC | $163.05万 | 0.39% | 25,448 | 25,448 | — | $163.05万 | 新建仓 |
| GWW | WW GRAINGER INC | $162.97万 | 0.39% | 1,494 | -602 | -28.7% | -$65.67万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $159.40万 | 0.38% | 4,083 | 2,658 | 186.5% | $103.77万 | 加仓 |
| INGR | INGREDION INC | $159.18万 | 0.38% | 14,129 | -43,280 | -75.4% | -$487.59万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $146.84万 | 0.35% | 9,336 | -4,401 | -32.0% | -$69.22万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $145.85万 | 0.35% | 4,065 | 416 | 11.4% | $14.93万 | 加仓 |
| CME | CME GROUP INC | $144.25万 | 0.35% | 4,884 | -2,607 | -34.8% | -$77.00万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $126.66万 | 0.30% | 12,965 | -13,362 | -50.8% | -$130.53万 | 减仓 |
| NRG | NRG ENERGY INC | $122.47万 | 0.29% | 8,380 | 1,357 | 19.3% | $19.83万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $119.29万 | 0.29% | 2,427 | 1,534 | 171.8% | $75.40万 | 加仓 |
| IMAX | IMAX CORP | $116.51万 | 0.28% | 30,652 | -6,003 | -16.4% | -$22.82万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $116.22万 | 0.28% | 29,900 | -59,415 | -66.5% | -$230.95万 | 减仓 |
| HNGE | HINGE HEALTH INC | $116.07万 | 0.28% | 30,100 | -11,814 | -28.2% | -$45.55万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $114.62万 | 0.28% | 7,916 | -2,482 | -23.9% | -$35.94万 | 减仓 |
| MP | MP MATERIALS CORP | $108.86万 | 0.26% | 22,557 | 13,109 | 138.7% | $63.26万 | 加仓 |
| MKC | MCCORMICK & CO INC | $105.42万 | 0.25% | 20,900 | 20,900 | — | $105.42万 | 新建仓 |
| CCJ | CAMECO CORP | $99.37万 | 0.24% | 9,149 | -617 | -6.3% | -$6.70万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $99.23万 | 0.24% | 10,018 | 2,355 | 30.7% | $23.33万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $98.00万 | 0.24% | 13,473 | 13,473 | — | $98.00万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $95.20万 | 0.23% | 10,250 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $88.63万 | 0.21% | 29,424 | 14,587 | 98.3% | $43.94万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $87.87万 | 0.21% | 2,600 | -255 | -8.9% | -$8.62万 | 减仓 |
| WMT | WALMART INC | $85.74万 | 0.21% | 6,899 | 4,485 | 185.8% | $55.74万 | 加仓 |
| MCK | MCKESSON CORP | $74.07万 | 0.18% | 856 | 269 | 45.8% | $23.28万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.17% | 1 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $71.57万 | 0.17% | 846 | 846 | — | $71.57万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $69.89万 | 0.17% | 1,600 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $69.31万 | 0.17% | 8,000 | 8,000 | — | $69.31万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $69.07万 | 0.17% | 3,833 | -114 | -2.9% | -$2.05万 | 减仓 |
| LLY | ELI LILLY & CO | $68.98万 | 0.17% | 750 | 0 | 0.0% | — | 不变 |