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 |
|---|---|---|---|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC | $66.94万 | 0.16% | 159 | -341 | -68.2% | -$143.57万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $66.45万 | 0.16% | 5,000 | -2,000 | -28.6% | -$26.58万 | 减仓 |
| TMUS | T-MOBILE US INC | $66.08万 | 0.16% | 3,146 | -560 | -15.1% | -$11.76万 | 减仓 |
| IGV | ISHARES TR | $64.84万 | 0.16% | 8,100 | 600 | 8.0% | $4.80万 | 加仓 |
| CTAS | CINTAS CORP | $58.61万 | 0.14% | 3,465 | -92 | -2.6% | -$1.56万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $58.44万 | 0.14% | 6,218 | 6,218 | — | $58.44万 | 新建仓 |
| CAT | CATERPILLAR INC | $58.16万 | 0.14% | 821 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $56.69万 | 0.14% | 14,077 | -68,856 | -83.0% | -$277.29万 | 减仓 |
| CLS | CELESTICA INC | $56.34万 | 0.14% | 2,000 | 2,000 | — | $56.34万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $55.43万 | 0.13% | 5,000 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $52.70万 | 0.13% | 6,000 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $49.54万 | 0.12% | 710 | -290 | -29.0% | -$20.23万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $49.29万 | 0.12% | 14,700 | 0 | 0.0% | — | 不变 |
| IAI | ISHARES TR | $49.25万 | 0.12% | 3,000 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $48.04万 | 0.12% | 979 | -562 | -36.5% | -$27.58万 | 减仓 |
| FDX | FEDEX CORP | $48.01万 | 0.12% | 1,348 | -25 | -1.8% | -$8,905 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $47.39万 | 0.11% | 3,200 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $46.21万 | 0.11% | 10,400 | -16,565 | -61.4% | -$73.60万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $45.40万 | 0.11% | 1,195 | -160 | -11.8% | -$6.08万 | 减仓 |
| NTR | NUTRIEN LTD | $44.33万 | 0.11% | 5,875 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $43.11万 | 0.10% | 1,015 | 1,015 | — | $43.11万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $41.41万 | 0.10% | 3,800 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $40.73万 | 0.10% | 2,002 | 7 | 0.4% | $1,424 | 加仓 |
| CSL | CARLISLE COS INC | $40.03万 | 0.10% | 1,200 | -150 | -11.1% | -$5.00万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $39.10万 | 0.09% | 8,220 | 135 | 1.7% | $6,422 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $38.28万 | 0.09% | 3,500 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $36.85万 | 0.09% | 4,750 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $35.93万 | 0.09% | 244 | -9 | -3.6% | -$1.33万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $34.14万 | 0.08% | 3,325 | -588 | -15.0% | -$6.04万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $33.01万 | 0.08% | 26,879 | 26,879 | — | $33.01万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $32.52万 | 0.08% | 12,300 | 12,300 | — | $32.52万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $31.97万 | 0.08% | 716 | -686 | -48.9% | -$30.63万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $31.09万 | 0.07% | 4,062 | 4,062 | — | $31.09万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $30.86万 | 0.07% | 7,500 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $30.83万 | 0.07% | 9,153 | -1,713 | -15.8% | -$5.77万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $30.63万 | 0.07% | 26,726 | 26,726 | — | $30.63万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $30.63万 | 0.07% | 2,089 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $30.28万 | 0.07% | 1,465 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $30.04万 | 0.07% | 6,131 | 6,131 | — | $30.04万 | 新建仓 |
| CUBE | CUBESMART | $29.88万 | 0.07% | 8,152 | 8,152 | — | $29.88万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $29.85万 | 0.07% | 12,933 | 12,933 | — | $29.85万 | 新建仓 |
| NXT | NEXTPOWER INC | $29.73万 | 0.07% | 2,466 | 2,466 | — | $29.73万 | 新建仓 |
| — | SELECT MED HLDGS CORP | $29.54万 | 0.07% | 18,132 | 18,132 | — | $29.54万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $29.48万 | 0.07% | 25,415 | -34,068 | -57.3% | -$39.52万 | 减仓 |
| FROG | JFROG LTD | $29.45万 | 0.07% | 6,275 | 6,275 | — | $29.45万 | 新建仓 |
| POR | PORTLAND GEN ELEC CO | $29.37万 | 0.07% | 5,566 | -1,799 | -24.4% | -$9.49万 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $29.06万 | 0.07% | 8,111 | -1,588 | -16.4% | -$5.69万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $28.12万 | 0.07% | 4,351 | 4,351 | — | $28.12万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $28.12万 | 0.07% | 20,829 | 20,829 | — | $28.12万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $27.79万 | 0.07% | 14,400 | 2,550 | 21.5% | $4.92万 | 加仓 |
| AVT | AVNET INC | $27.69万 | 0.07% | 4,494 | 4,494 | — | $27.69万 | 新建仓 |
| ORCL | ORACLE CORP | $27.66万 | 0.07% | 1,880 | -3,903 | -67.5% | -$57.42万 | 减仓 |
| LKQ | LKQ CORP | $27.28万 | 0.07% | 9,290 | 9,290 | — | $27.28万 | 新建仓 |
| WKC | WORLD KINECT CORPORATION | $27.26万 | 0.07% | 11,815 | -31,750 | -72.9% | -$73.25万 | 减仓 |
| RGEN | REPLIGEN CORP | $27.06万 | 0.06% | 2,297 | -3,839 | -62.6% | -$45.23万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $26.98万 | 0.06% | 3,400 | 3,400 | — | $26.98万 | 新建仓 |
| KRP | KIMBELL RTY PARTNERS LP | $26.55万 | 0.06% | 18,351 | 18,351 | — | $26.55万 | 新建仓 |
| — | EXXON MOBIL CORP | $26.26万 | 0.06% | 1,548 | -298 | -16.1% | -$5.06万 | 减仓 |
| MOO | VANECK ETF TRUST | $25.35万 | 0.06% | 3,000 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES | $24.89万 | 0.06% | 6,594 | 6,594 | — | $24.89万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $24.72万 | 0.06% | 320 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $24.71万 | 0.06% | 276 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $24.32万 | 0.06% | 22,453 | 22,453 | — | $24.32万 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED | $23.53万 | 0.06% | 4,539 | 4,539 | — | $23.53万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $23.31万 | 0.06% | 682 | 682 | — | $23.31万 | 新建仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $23.25万 | 0.06% | 15,197 | 15,197 | — | $23.25万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $23.20万 | 0.06% | 1,700 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & CO | $23.14万 | 0.06% | 4,059 | 4,059 | — | $23.14万 | 新建仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $23.07万 | 0.06% | 11,214 | 11,214 | — | $23.07万 | 新建仓 |
| DOV | DOVER CORP | $22.93万 | 0.06% | 1,100 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $22.80万 | 0.05% | 7,195 | -17,369 | -70.7% | -$55.04万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $22.67万 | 0.05% | 3,374 | 3,374 | — | $22.67万 | 新建仓 |
| EFC | ELLINGTON FINANCIAL INC | $22.63万 | 0.05% | 19,095 | 19,095 | — | $22.63万 | 新建仓 |
| MANU | MANCHESTER UTD PLC NEW | $22.62万 | 0.05% | 13,450 | 674 | 5.3% | $1.13万 | 加仓 |
| POOL | POOL CORP | $22.60万 | 0.05% | 1,117 | -185 | -14.2% | -$3.74万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $22.56万 | 0.05% | 3,600 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $22.55万 | 0.05% | 2,444 | 2,444 | — | $22.55万 | 新建仓 |
| TTC | TORO CO | $22.51万 | 0.05% | 2,409 | 2,409 | — | $22.51万 | 新建仓 |
| CLBT | CELLEBRITE DI LTD | $22.33万 | 0.05% | 16,207 | 16,207 | — | $22.33万 | 新建仓 |
| GNTX | GENTEX CORP | $22.27万 | 0.05% | 10,190 | 10,190 | — | $22.27万 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $22.07万 | 0.05% | 4,027 | 4,027 | — | $22.07万 | 新建仓 |
| AS | AMER SPORTS INC | $22.06万 | 0.05% | 6,702 | 6,702 | — | $22.06万 | 新建仓 |
| COCO | VITA COCO CO INC | $21.94万 | 0.05% | 4,580 | 4,580 | — | $21.94万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $21.91万 | 0.05% | 8,402 | 8,402 | — | $21.91万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $21.89万 | 0.05% | 3,888 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $21.50万 | 0.05% | 933 | -120 | -11.4% | -$2.77万 | 重新持有 |
| AVY | AVERY DENNISON CORP | $21.15万 | 0.05% | 1,225 | -300 | -19.7% | -$5.18万 | 减仓 |
| ASH | ASHLAND INC | $20.51万 | 0.05% | 3,689 | 3,689 | — | $20.51万 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $20.51万 | 0.05% | 2,228 | -1,533 | -40.8% | -$14.11万 | 重新持有 |
| FULT | FULTON FINL CORP PA | $20.23万 | 0.05% | 9,946 | 9,946 | — | $20.23万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $20.21万 | 0.05% | 9,143 | 9,143 | — | $20.21万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $20.17万 | 0.05% | 8,862 | 8,862 | — | $20.17万 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $20.13万 | 0.05% | 5,166 | 5,166 | — | $20.13万 | 新建仓 |
| T | AT&T INC | $20.11万 | 0.05% | 6,938 | -833 | -10.7% | -$2.41万 | 重新持有 |
| HOPE | HOPE BANCORP INC | $20.05万 | 0.05% | 17,953 | 17,953 | — | $20.05万 | 新建仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $20.04万 | 0.05% | 3,151 | 3,151 | — | $20.04万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $20.01万 | 0.05% | 684 | -3,388 | -83.2% | -$99.11万 | 减仓 |
| NOMD | NOMAD FOODS LTD | $14.98万 | 0.04% | 15,593 | 15,593 | — | $14.98万 | 新建仓 |
| SPRY | ARS PHARMACEUTICALS INC | $8.03万 | 0.02% | 10,000 | 10,000 | — | $8.03万 | 新建仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -80,000 | -100.0% | -$365.12万 | 清仓 |