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 |
|---|---|---|---|---|---|---|---|---|
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -28,201 | -100.0% | -$227.05万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -95,219 | -100.0% | -$212.15万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -46,457 | -100.0% | -$189.73万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -19,327 | -100.0% | -$166.77万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -17,197 | -100.0% | -$146.60万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -3,369 | -100.0% | -$81.49万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UPST | UPSTART HLDGS INC | $0 | 0.00% | 0 | -17,189 | -100.0% | -$75.17万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -6,920 | -100.0% | -$67.64万 | 清仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $0 | 0.00% | 0 | -4,080 | -100.0% | -$66.57万 | 清仓 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | -8,240 | -100.0% | -$66.55万 | 清仓 |
| WLK | WESTLAKE CORPORATION | $0 | 0.00% | 0 | -8,989 | -100.0% | -$66.46万 | 清仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $0 | 0.00% | 0 | -23,026 | -100.0% | -$66.27万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -4,211 | -100.0% | -$66.03万 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -69,351 | -100.0% | -$65.33万 | 清仓 |
| LEU | CENTRUS ENERGY CORP | $0 | 0.00% | 0 | -2,523 | -100.0% | -$61.25万 | 清仓 |
| IREN | IREN LIMITED | $0 | 0.00% | 0 | -15,743 | -100.0% | -$59.46万 | 清仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -50,742 | -100.0% | -$50.59万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -4,581 | -100.0% | -$37.12万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -1,395 | -100.0% | -$36.10万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -1,895 | -100.0% | -$33.26万 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -7,180 | -100.0% | -$30.08万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -2,911 | -100.0% | -$29.93万 | 清仓 |
| LCID | LUCID GROUP INC | $0 | 0.00% | 0 | -27,279 | -100.0% | -$28.83万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -2,555 | -100.0% | -$25.38万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -726 | -100.0% | -$21.50万 | 清仓 |
| URNM | SPROTT FDS TR | $0 | 0.00% | 0 | -3,881 | -100.0% | -$21.30万 | 清仓 |
| VRNS | VARONIS SYS INC 看涨期权 | $0 | 0.00% | 0 | -48,000 | -100.0% | -$5.16万 | 清仓 |