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 |
|---|---|---|---|---|---|---|---|---|
| MOO | VANECK ETF TRUST | $23.76万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $23.70万 | 0.05% | 1,580 | 1,580 | — | $23.70万 | 新建仓 |
| REAL | THE REALREAL INC | $23.64万 | 0.05% | 20,053 | 20,053 | — | $23.64万 | 新建仓 |
| TTC | TORO CO | $23.47万 | 0.05% | 2,409 | 0 | 0.0% | — | 不变 |
| PLBC | PLUMAS BANCORP | $23.38万 | 0.05% | 4,000 | 4,000 | — | $23.38万 | 新建仓 |
| WKC | WORLD KINECT CORPORATION | $23.16万 | 0.05% | 7,030 | -4,785 | -40.5% | -$15.76万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $23.13万 | 0.05% | 4,844 | 4,844 | — | $23.13万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $22.94万 | 0.05% | 12,000 | -2,400 | -16.7% | -$4.59万 | 减仓 |
| HROW | HARROW INC | $22.14万 | 0.05% | 5,214 | 5,214 | — | $22.14万 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $21.88万 | 0.05% | 3,212 | 3,212 | — | $21.88万 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $21.82万 | 0.05% | 1,834 | -610 | -25.0% | -$7.26万 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $21.80万 | 0.05% | 3,527 | -500 | -12.4% | -$3.09万 | 减仓 |
| KMT | KENNAMETAL INC | $21.49万 | 0.05% | 6,130 | 6,130 | — | $21.49万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $21.44万 | 0.05% | 4,294 | 4,294 | — | $21.44万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $21.32万 | 0.05% | 8,000 | -4,300 | -35.0% | -$11.46万 | 减仓 |
| — | EXXON MOBIL CORP | $21.16万 | 0.05% | 1,548 | 0 | 0.0% | — | 不变 |
| PAYS | PAYSIGN INC | $18.62万 | 0.04% | 22,737 | 22,737 | — | $18.62万 | 新建仓 |
| NOMD | NOMAD FOODS LTD | $17.07万 | 0.04% | 15,593 | 0 | 0.0% | — | 不变 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $16.72万 | 0.04% | 12,061 | 12,061 | — | $16.72万 | 新建仓 |
| — | CARLSMED INC | $16.13万 | 0.04% | 15,542 | 15,542 | — | $16.13万 | 新建仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -32,067 | -100.0% | -$332.31万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -5,099 | -100.0% | -$254.78万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -84,047 | -100.0% | -$253.15万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -20,771 | -100.0% | -$235.56万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -25,448 | -100.0% | -$163.05万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -9,336 | -100.0% | -$146.84万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -4,065 | -100.0% | -$145.85万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -12,965 | -100.0% | -$126.66万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -8,380 | -100.0% | -$122.47万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -20,900 | -100.0% | -$105.42万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -6,218 | -100.0% | -$58.44万 | 清仓 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -14,077 | -100.0% | -$56.69万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$56.34万 | 清仓 |
| HUBB | HUBBELL INC | $0 | 0.00% | 0 | -979 | -100.0% | -$48.04万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -1,195 | -100.0% | -$45.40万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG | $0 | 0.00% | 0 | -8,220 | -100.0% | -$39.10万 | 清仓 |
| VVV | VALVOLINE INC | $0 | 0.00% | 0 | -9,153 | -100.0% | -$30.83万 | 清仓 |
| — | SELECT MED HLDGS CORP | $0 | 0.00% | 0 | -18,132 | -100.0% | -$29.54万 | 清仓 |
| POR | PORTLAND GEN ELEC CO | $0 | 0.00% | 0 | -5,566 | -100.0% | -$29.37万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -8,111 | -100.0% | -$29.06万 | 清仓 |
| UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | -20,829 | -100.0% | -$28.12万 | 清仓 |
| — | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | -6,594 | -100.0% | -$24.89万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -320 | -100.0% | -$24.72万 | 清仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $0 | 0.00% | 0 | -22,453 | -100.0% | -$24.32万 | 清仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $0 | 0.00% | 0 | -15,197 | -100.0% | -$23.25万 | 清仓 |
| MANU | MANCHESTER UTD PLC NEW | $0 | 0.00% | 0 | -13,450 | -100.0% | -$22.62万 | 清仓 |
| CLBT | CELLEBRITE DI LTD | $0 | 0.00% | 0 | -16,207 | -100.0% | -$22.33万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -8,402 | -100.0% | -$21.91万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -1,225 | -100.0% | -$21.15万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -2,228 | -100.0% | -$20.51万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -5,166 | -100.0% | -$20.13万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -6,938 | -100.0% | -$20.11万 | 清仓 |
| SPRY | ARS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$8.03万 | 清仓 |