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 |
|---|---|---|---|---|---|---|---|---|
| INGR | INGREDION INC | $91.13万 | 0.20% | 9,622 | -4,507 | -31.9% | -$42.69万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $89.96万 | 0.20% | 10,250 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $87.79万 | 0.19% | 868 | 22 | 2.6% | $2.23万 | 加仓 |
| LIN | LINDE PLC | $86.51万 | 0.19% | 1,667 | 1,667 | — | $86.51万 | 新建仓 |
| MCK | MCKESSON CORP | $86.29万 | 0.19% | 1,142 | 286 | 33.4% | $21.61万 | 加仓 |
| CAT | CATERPILLAR INC | $83.17万 | 0.18% | 781 | -40 | -4.9% | -$4.26万 | 减仓 |
| WMT | WALMART INC | $82.81万 | 0.18% | 7,311 | 412 | 6.0% | $4.67万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $82.69万 | 0.18% | 9,600 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $78.47万 | 0.17% | 1,888 | 1,888 | — | $78.47万 | 新建仓 |
| IXUS | ISHARES TR | $76.35万 | 0.17% | 8,000 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $75.13万 | 0.16% | 2,490 | 50 | 2.0% | $1.51万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.16% | 1 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $74.86万 | 0.16% | 7,788 | 7,788 | — | $74.86万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $71.61万 | 0.16% | 8,227 | 8,227 | — | $71.61万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $68.83万 | 0.15% | 3,833 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $67.89万 | 0.15% | 5,680 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $65.18万 | 0.14% | 6,500 | 6,500 | — | $65.18万 | 新建仓 |
| CTAS | CINTAS CORP | $58.85万 | 0.13% | 3,460 | -5 | -0.1% | -$850 | 减仓 |
| DGRW | WISDOMTREE TR | $57.37万 | 0.12% | 6,000 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $53.56万 | 0.12% | 5,000 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $52.72万 | 0.11% | 3,143 | -3 | -0.1% | -$503 | 减仓 |
| IAI | ISHARES TR | $52.60万 | 0.11% | 3,000 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $50.57万 | 0.11% | 3,200 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $50.41万 | 0.11% | 6,961 | 830 | 13.5% | $6.01万 | 加仓 |
| NVMI | NOVA LTD | $48.38万 | 0.11% | 891 | 891 | — | $48.38万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $47.10万 | 0.10% | 3,500 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $47.00万 | 0.10% | 14,700 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD | $46.39万 | 0.10% | 5,104 | -1,171 | -18.7% | -$10.64万 | 减仓 |
| ONDS | ONDAS INC | $45.32万 | 0.10% | 55,000 | 55,000 | — | $45.32万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $44.57万 | 0.10% | 3,800 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $44.39万 | 0.10% | 4,900 | -3,200 | -39.5% | -$28.99万 | 减仓 |
| AMAT | APPLIED MATLS INC | $44.32万 | 0.10% | 613 | -69 | -10.1% | -$4.99万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $44.22万 | 0.10% | 3,500 | 3,500 | — | $44.22万 | 新建仓 |
| CSL | CARLISLE COS INC | $41.72万 | 0.09% | 1,150 | -50 | -4.2% | -$1.81万 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $39.37万 | 0.09% | 15,303 | 4,089 | 36.5% | $10.52万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $39.27万 | 0.09% | 7,500 | 0 | 0.0% | — | 不变 |
| MAMA | MAMAS CREATIONS INC | $38.76万 | 0.08% | 21,714 | 21,714 | — | $38.76万 | 新建仓 |
| RBRK | RUBRIK INC. | $38.34万 | 0.08% | 4,776 | -5,224 | -52.2% | -$41.94万 | 重新持有 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $37.67万 | 0.08% | 8,996 | 8,996 | — | $37.67万 | 新建仓 |
| AS | AMER SPORTS INC | $37.23万 | 0.08% | 11,003 | 4,301 | 64.2% | $14.55万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $37.05万 | 0.08% | 4,733 | 382 | 8.8% | $2.99万 | 加仓 |
| NTR | NUTRIEN LTD | $36.98万 | 0.08% | 5,875 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $36.71万 | 0.08% | 25,055 | -1,824 | -6.8% | -$2.67万 | 减仓 |
| FDX | FEDEX CORP | $36.51万 | 0.08% | 1,166 | -182 | -13.5% | -$5.70万 | 减仓 |
| CMS | CMS ENERGY CORP | $36.34万 | 0.08% | 4,750 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $35.50万 | 0.08% | 7,002 | 2,463 | 54.3% | $12.49万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $35.07万 | 0.08% | 3,617 | 217 | 6.4% | $2.10万 | 加仓 |
| MTB | M & T BK CORP | $34.87万 | 0.08% | 1,465 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $34.72万 | 0.08% | 699 | -17 | -2.4% | -$8,444 | 减仓 |
| LGN | LEGENCE CORP | $34.59万 | 0.08% | 4,059 | 4,059 | — | $34.59万 | 新建仓 |
| AVT | AVNET INC | $33.17万 | 0.07% | 3,734 | -760 | -16.9% | -$6.75万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $33.14万 | 0.07% | 2,089 | 0 | 0.0% | — | 不变 |
| CECO | CECO ENVIRONMENTAL CORP | $32.81万 | 0.07% | 3,616 | 3,616 | — | $32.81万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $32.35万 | 0.07% | 3,600 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $32.07万 | 0.07% | 20,401 | -6,325 | -23.7% | -$9.94万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $31.90万 | 0.07% | 569 | -446 | -43.9% | -$25.00万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $31.74万 | 0.07% | 29,915 | 4,500 | 17.7% | $4.77万 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $30.71万 | 0.07% | 5,486 | 5,486 | — | $30.71万 | 新建仓 |
| HESM | HESS MIDSTREAM LP | $30.16万 | 0.07% | 8,021 | -21,879 | -73.2% | -$82.27万 | 减仓 |
| FULT | FULTON FINL CORP PA | $30.11万 | 0.07% | 12,446 | 2,500 | 25.1% | $6.05万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $30.07万 | 0.07% | 902 | 902 | — | $30.07万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $29.80万 | 0.06% | 3,704 | 3,704 | — | $29.80万 | 新建仓 |
| RGEN | REPLIGEN CORP | $29.54万 | 0.06% | 2,165 | -132 | -5.7% | -$1.80万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $29.45万 | 0.06% | 3,941 | 790 | 25.1% | $5.90万 | 加仓 |
| HOPE | HOPE BANCORP INC | $29.35万 | 0.06% | 21,453 | 3,500 | 19.5% | $4.79万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $29.34万 | 0.06% | 9,933 | -3,000 | -23.2% | -$8.86万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $28.99万 | 0.06% | 3,480 | -9,993 | -74.2% | -$83.25万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $28.86万 | 0.06% | 11,143 | 2,000 | 21.9% | $5.18万 | 加仓 |
| VSEC | VSE CORP | $28.81万 | 0.06% | 1,261 | 1,261 | — | $28.81万 | 新建仓 |
| CUBE | CUBESMART | $28.76万 | 0.06% | 7,232 | -920 | -11.3% | -$3.66万 | 减仓 |
| COCO | VITA COCO CO INC | $28.61万 | 0.06% | 4,325 | -255 | -5.6% | -$1.69万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $28.26万 | 0.06% | 11,022 | 2,160 | 24.4% | $5.54万 | 加仓 |
| CDW | CDW CORP | $28.13万 | 0.06% | 2,000 | 2,000 | — | $28.13万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $28.11万 | 0.06% | 3,849 | 475 | 14.1% | $3.47万 | 加仓 |
| TOL | TOLL BROTHERS INC | $28.01万 | 0.06% | 1,700 | 0 | 0.0% | — | 不变 |
| LFST | LIFESTANCE HEALTH GROUP INC | $27.88万 | 0.06% | 26,029 | 26,029 | — | $27.88万 | 新建仓 |
| ORCL | ORACLE CORP | $27.84万 | 0.06% | 1,900 | 20 | 1.1% | $2,931 | 加仓 |
| NXT | NEXTPOWER INC | $27.74万 | 0.06% | 2,328 | -138 | -5.6% | -$1.64万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $27.52万 | 0.06% | 703 | 703 | — | $27.52万 | 新建仓 |
| — | LXP INDUSTRIAL TRUST | $27.48万 | 0.06% | 5,100 | 5,100 | — | $27.48万 | 新建仓 |
| FLS | FLOWSERVE CORP | $27.47万 | 0.06% | 3,704 | -31,762 | -89.6% | -$235.55万 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION | $27.27万 | 0.06% | 3,718 | -170 | -4.4% | -$1.25万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $27.04万 | 0.06% | 3,738 | -324 | -8.0% | -$2.34万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $27.00万 | 0.06% | 276 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $26.69万 | 0.06% | 1,242 | 125 | 11.2% | $2.69万 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $26.66万 | 0.06% | 18,351 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $25.99万 | 0.06% | 19,095 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $25.75万 | 0.06% | 10,190 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $25.59万 | 0.06% | 2,955 | 2,955 | — | $25.59万 | 新建仓 |
| RDDT | REDDIT INC | $25.57万 | 0.06% | 1,473 | 1,473 | — | $25.57万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $25.56万 | 0.06% | 661 | -23 | -3.4% | -$8,895 | 减仓 |
| SON | SONOCO PRODS CO | $25.18万 | 0.05% | 4,468 | 4,468 | — | $25.18万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $25.11万 | 0.05% | 934 | 1 | 0.1% | $269 | 加仓 |
| DOV | DOVER CORP | $24.67万 | 0.05% | 1,100 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $24.56万 | 0.05% | 7,573 | 378 | 5.3% | $1.23万 | 加仓 |
| ASH | ASHLAND INC | $24.47万 | 0.05% | 3,714 | 25 | 0.7% | $1,647 | 加仓 |
| LKQ | LKQ CORP | $24.46万 | 0.05% | 9,290 | 0 | 0.0% | — | 不变 |
| SRAD | SPORTRADAR GROUP AG | $24.20万 | 0.05% | 16,169 | 16,169 | — | $24.20万 | 新建仓 |
| AGI | ALAMOS GOLD INC | $23.97万 | 0.05% | 7,900 | -2,500 | -24.0% | -$7.58万 | 减仓 |
| MC | MOELIS & CO | $23.94万 | 0.05% | 3,659 | -400 | -9.9% | -$2.62万 | 减仓 |