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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $1,749.74万 | 3.80% | 46,320 | -4,072 | -8.1% | -$153.82万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,439.51万 | 3.13% | 174,191 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $1,298.23万 | 2.82% | 39,661 | 2,296 | 6.1% | $75.16万 | 加仓 |
| GOOG | ALPHABET INC | $1,218.04万 | 2.65% | 34,473 | -3,587 | -9.4% | -$126.74万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $1,104.60万 | 2.40% | 15,000 | -28,000 | -65.1% | -$2,061.92万 | 重新持有 |
| CMI | CUMMINS INC | $1,003.78万 | 2.18% | 14,074 | 115 | 0.8% | $8.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $963.87万 | 2.09% | 48,172 | -134,090 | -73.6% | -$2,683.01万 | 减仓 |
| AAPL | APPLE INC | $962.44万 | 2.09% | 33,261 | -435 | -1.3% | -$12.59万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $957.90万 | 2.08% | 32,964 | 2,302 | 7.5% | $66.89万 | 加仓 |
| AMGN | AMGEN INC | $906.36万 | 1.97% | 25,029 | 1,965 | 8.5% | $71.16万 | 加仓 |
| MSFT | MICROSOFT CORP | $824.34万 | 1.79% | 22,099 | 3,671 | 19.9% | $136.94万 | 加仓 |
| BAC | BANK OF AMER CORP | $801.33万 | 1.74% | 140,633 | 6,251 | 4.7% | $35.62万 | 加仓 |
| ABBV | ABBVIE INC | $775.95万 | 1.69% | 30,836 | -398 | -1.3% | -$10.02万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $754.38万 | 1.64% | 48,629 | -260 | -0.5% | -$4.03万 | 减仓 |
| EQIX | EQUINIX INC | $727.28万 | 1.58% | 6,977 | 267 | 4.0% | $27.83万 | 加仓 |
| WM | WASTE MGMT INC DEL | $682.89万 | 1.48% | 30,639 | 5,916 | 23.9% | $131.86万 | 加仓 |
| TXN | TEXAS INSTRS INC | $669.17万 | 1.45% | 22,450 | -5,445 | -19.5% | -$162.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $660.54万 | 1.44% | 26,009 | -1,109 | -4.1% | -$28.16万 | 减仓 |
| SO | SOUTHERN CO | $656.55万 | 1.43% | 68,598 | -839 | -1.2% | -$8.03万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $643.89万 | 1.40% | 111,322 | -795 | -0.7% | -$4.60万 | 减仓 |
| EVRG | EVERGY INC | $634.52万 | 1.38% | 73,415 | -2,280 | -3.0% | -$19.71万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $619.41万 | 1.35% | 26,994 | -17,162 | -38.9% | -$393.80万 | 减仓 |
| CSCO | CISCO SYS INC | $610.40万 | 1.33% | 51,966 | 160 | 0.3% | $1.88万 | 加仓 |
| LLY | ELI LILLY & CO | $607.03万 | 1.32% | 5,061 | 4,311 | 574.8% | $517.07万 | 加仓 |
| PEP | PEPSICO INC | $583.72万 | 1.27% | 43,111 | 315 | 0.7% | $4.27万 | 加仓 |
| HD | HOME DEPOT INC | $558.54万 | 1.21% | 15,837 | 2,549 | 19.2% | $89.90万 | 加仓 |
| WFC | WELLS FARGO & CO 看跌期权 | $557.82万 | 1.21% | 67,500 | 67,500 | — | $557.82万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $539.97万 | 1.17% | 30,600 | -1,695 | -5.2% | -$29.91万 | 减仓 |
| MDT | MEDTRONIC PLC | $535.81万 | 1.16% | 68,491 | 68,491 | — | $535.81万 | 新建仓 |
| QCOM | QUALCOMM INC | $521.24万 | 1.13% | 28,207 | -5,036 | -15.1% | -$93.06万 | 减仓 |
| AMZN | AMAZON COM INC | $516.89万 | 1.12% | 21,687 | -100 | -0.5% | -$2.38万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $516.61万 | 1.12% | 35,724 | 6,465 | 22.1% | $93.49万 | 加仓 |
| WMB | WILLIAMS COS INC | $510.95万 | 1.11% | 68,732 | 1,342 | 2.0% | $9.98万 | 加仓 |
| EMR | EMERSON ELEC CO | $473.54万 | 1.03% | 33,080 | -4,685 | -12.4% | -$67.07万 | 减仓 |
| TJX | TJX COS INC NEW | $407.17万 | 0.88% | 26,876 | 4,251 | 18.8% | $64.40万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $399.63万 | 0.87% | 16,720 | -2,227 | -11.8% | -$53.23万 | 减仓 |
| PPG | PPG INDS INC | $399.19万 | 0.87% | 32,912 | -13 | -0.0% | -$1,577 | 减仓 |
| ABT | ABBOTT LABORATORIES | $392.01万 | 0.85% | 43,202 | 39,877 | 1,199.3% | $361.84万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $385.31万 | 0.84% | 7,845 | -450 | -5.4% | -$22.10万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $377.54万 | 0.82% | 9,091 | -812 | -8.2% | -$33.72万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $360.36万 | 0.78% | 10,567 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $360.19万 | 0.78% | 9,641 | -959 | -9.0% | -$35.83万 | 减仓 |
| URI | UNITED RENTALS INC | $348.82万 | 0.76% | 3,079 | 717 | 30.4% | $81.23万 | 加仓 |
| MET | METLIFE INC | $347.38万 | 0.75% | 41,057 | -14,441 | -26.0% | -$122.18万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $347.00万 | 0.75% | 15,515 | -955 | -5.8% | -$21.36万 | 减仓 |
| UNP | UNION PAC CORP | $331.84万 | 0.72% | 12,200 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $329.27万 | 0.72% | 54,516 | 9,588 | 21.3% | $57.91万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $327.77万 | 0.71% | 45,423 | 17,044 | 60.1% | $122.99万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $319.21万 | 0.69% | 85,994 | 1,631 | 1.9% | $6.05万 | 加仓 |
| HEI | HEICO CORP NEW | $318.90万 | 0.69% | 8,953 | 30 | 0.3% | $1.07万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $315.06万 | 0.68% | 39,770 | 39,770 | — | $315.06万 | 新建仓 |
| TFC | TRUIST FINL CORP | $311.66万 | 0.68% | 62,556 | 62,556 | — | $311.66万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $306.88万 | 0.67% | 7,082 | -3,728 | -34.5% | -$161.55万 | 减仓 |
| GRMN | GARMIN LTD | $293.22万 | 0.64% | 12,344 | -18 | -0.1% | -$4,276 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $281.30万 | 0.61% | 15,782 | 11,807 | 297.0% | $210.45万 | 加仓 |
| MCD | MCDONALDS CORP | $275.99万 | 0.60% | 10,210 | 10,210 | — | $275.99万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $273.76万 | 0.59% | 6,884 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $267.39万 | 0.58% | 4,747 | 938 | 24.6% | $52.84万 | 加仓 |
| GIS | GENERAL MILLS INC | $257.45万 | 0.56% | 73,981 | -12,480 | -14.4% | -$43.43万 | 减仓 |
| PRI | PRIMERICA INC | $255.47万 | 0.56% | 8,989 | -654 | -6.8% | -$18.59万 | 减仓 |
| HNGE | HINGE HEALTH INC | $248.49万 | 0.54% | 29,938 | -162 | -0.5% | -$1.34万 | 减仓 |
| SNA | SNAP ON INC | $246.35万 | 0.54% | 6,122 | -75 | -1.2% | -$3.02万 | 减仓 |
| KHC | KRAFT HEINZ CO | $242.98万 | 0.53% | 102,869 | -25,195 | -19.7% | -$59.51万 | 减仓 |
| DHR | DANAHER CORP DEL | $234.71万 | 0.51% | 12,322 | 11,314 | 1,122.4% | $215.51万 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP | $231.18万 | 0.50% | 4,539 | 1,670 | 58.2% | $85.06万 | 加仓 |
| DHI | D R HORTON INC | $221.86万 | 0.48% | 13,621 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $219.46万 | 0.48% | 6,141 | -630 | -9.3% | -$22.51万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $210.63万 | 0.46% | 14,364 | 985 | 7.4% | $14.44万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $203.82万 | 0.44% | 6,842 | -3,176 | -31.7% | -$94.61万 | 减仓 |
| GWW | WW GRAINGER INC | $203.24万 | 0.44% | 1,494 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $196.92万 | 0.43% | 27,580 | -10,522 | -27.6% | -$75.13万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $195.88万 | 0.43% | 35,293 | -872 | -2.4% | -$4.84万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $187.75万 | 0.41% | 13,498 | -19,535 | -59.1% | -$271.72万 | 减仓 |
| V | VISA INC | $181.29万 | 0.39% | 5,284 | 5,284 | — | $181.29万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $174.07万 | 0.38% | 2,281 | -1,802 | -44.1% | -$137.52万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $169.01万 | 0.37% | 6,036 | -1,159 | -16.1% | -$32.45万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $164.42万 | 0.36% | 12,258 | 283 | 2.4% | $3.80万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $162.62万 | 0.35% | 51,444 | -69 | -0.1% | -$2,181 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $150.80万 | 0.33% | 7,115 | -2,864 | -28.7% | -$60.70万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $149.56万 | 0.33% | 3,021 | 3,021 | — | $149.56万 | 新建仓 |
| SBUX | STARBUCKS CORP | $146.99万 | 0.32% | 14,384 | 14,384 | — | $146.99万 | 新建仓 |
| PSX | PHILLIPS 66 | $146.13万 | 0.32% | 8,644 | -598 | -6.5% | -$10.11万 | 减仓 |
| PGEN | PRECIGEN INC | $130.88万 | 0.28% | 229,618 | 229,618 | — | $130.88万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $125.33万 | 0.27% | 36,992 | 7,568 | 25.7% | $25.64万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $123.48万 | 0.27% | 2,463 | 36 | 1.5% | $1.80万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $121.78万 | 0.26% | 2,550 | -50 | -1.9% | -$2.39万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $120.35万 | 0.26% | 7,916 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $115.44万 | 0.25% | 9,162 | -10,862 | -54.2% | -$136.86万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $108.63万 | 0.24% | 1,870 | -132 | -6.6% | -$7.67万 | 减仓 |
| SNOW | SNOWFLAKE INC | $108.47万 | 0.24% | 4,262 | 4,262 | — | $108.47万 | 新建仓 |
| ABNB | AIRBNB INC | $108.13万 | 0.23% | 7,556 | 7,556 | — | $108.13万 | 新建仓 |
| VST | VISTRA CORP | $105.74万 | 0.23% | 6,666 | 6,666 | — | $105.74万 | 新建仓 |
| INTC | INTEL CORP | $104.44万 | 0.23% | 7,480 | 7,480 | — | $104.44万 | 新建仓 |
| CME | CME GROUP INC | $104.19万 | 0.23% | 4,718 | -166 | -3.4% | -$3.67万 | 减仓 |
| MP | MP MATERIALS CORP | $101.52万 | 0.22% | 18,126 | -4,431 | -19.6% | -$24.82万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $101.52万 | 0.22% | 3,032 | 3,032 | — | $101.52万 | 新建仓 |
| CCJ | CAMECO CORP | $98.75万 | 0.21% | 9,695 | 546 | 6.0% | $5.56万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $95.26万 | 0.21% | 5,000 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX CORP | $93.16万 | 0.20% | 23,371 | -7,281 | -23.8% | -$29.02万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $92.19万 | 0.20% | 16,000 | 16,000 | — | $92.19万 | 新建仓 |