Linden Thomas Advisory Services, LLC
Charlotte NC · SEC CIK 0001965702
$12.39亿2026Q2 申报市值
542持仓数
14.5%前十大占比 · 第一大 2.8%
19 / 10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
SITM 新建仓+$323.65万
MCHP 加仓+$210.53万
P 加仓+$205.40万
OTTR 加仓+$197.20万
GWW 加仓+$191.82万
2026Q2 卖出最多 按季末市值估算
ALAB 减仓-$505.00万
KNSA 减仓-$428.30万
GSAT 减仓-$374.08万
FORM 减仓-$319.08万
MTSI 减仓-$278.24万
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 |
|---|---|---|---|---|---|---|---|---|
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -27,243 | -100.0% | -$177.90万 | 清仓 |
| NX | QUANEX BLDG PRODS CORP | $0 | 0.00% | 0 | -61,074 | -100.0% | -$109.75万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -18,917 | -100.0% | -$98.86万 | 清仓 |
| XNCR | XENCOR INC | $0 | 0.00% | 0 | -42,084 | -100.0% | -$50.75万 | 清仓 |
| IWX | ISHARES TR | $0 | 0.00% | 0 | -4,748 | -100.0% | -$44.00万 | 清仓 |
| TIC | TIC SOLUTIONS INC | $0 | 0.00% | 0 | -55,228 | -100.0% | -$36.34万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -3,458 | -100.0% | -$27.64万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -11,609 | -100.0% | -$25.26万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -4,328 | -100.0% | -$23.34万 | 清仓 |
| ASIX | ADVANSIX INC | $0 | 0.00% | 0 | -9,516 | -100.0% | -$23.22万 | 清仓 |
| EVC | ENTRAVISION COMMUNICATIONS C | $15.29万 | 0.01% | 11,723 | 72 | 0.6% | $939 | 加仓 |
| ERII | ENERGY RECOVERY INC | $18.14万 | 0.01% | 20,116 | -157 | -0.8% | -$1,416 | 减仓 |
| QDEL | QUIDELORTHO CORP | $18.93万 | 0.02% | 10,806 | -97 | -0.9% | -$1,699 | 减仓 |
| AGNT | AGNT INC | $18.97万 | 0.02% | 35,058 | -294 | -0.8% | -$1,591 | 减仓 |
| MCD | MCDONALDS CORP | $20.08万 | 0.02% | 743 | 10 | 1.4% | $2,703 | 加仓 |
| RGLD | ROYAL GOLD INC | $20.22万 | 0.02% | 1,013 | 90 | 9.8% | $1.80万 | 加仓 |
| — | EGAIN CORP | $20.25万 | 0.02% | 32,135 | -273 | -0.8% | -$1,720 | 减仓 |
| LPX | LOUISIANA PAC CORP | $20.29万 | 0.02% | 2,579 | -36 | -1.4% | -$2,832 | 重新持有 |
| AVY | AVERY DENNISON CORP | $21.01万 | 0.02% | 1,294 | 16 | 1.3% | $2,598 | 加仓 |
| EL | LAUDER ESTEE COS INC | $21.08万 | 0.02% | 2,670 | 2,670 | — | $21.08万 | 新建仓 |
| FCN | FTI CONSULTING INC | $21.22万 | 0.02% | 1,424 | 16 | 1.1% | $2,384 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $21.40万 | 0.02% | 2,169 | 2,169 | — | $21.40万 | 新建仓 |
| PRGO | PERRIGO CO PLC | $21.52万 | 0.02% | 20,713 | -21 | -0.1% | -$218 | 减仓 |
| AZTA | AZENTA INC | $21.59万 | 0.02% | 8,461 | 8,461 | — | $21.59万 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $21.64万 | 0.02% | 1,907 | -17 | -0.9% | -$1,929 | 减仓 |
| FNV | FRANCO NEV CORP | $22.37万 | 0.02% | 1,073 | 97 | 9.9% | $2.02万 | 加仓 |
| IDCC | INTERDIGITAL INC | $22.54万 | 0.02% | 796 | 6 | 0.8% | $1,699 | 加仓 |
| FLO | FLOWERS FOODS INC | $22.64万 | 0.02% | 28,660 | -32 | -0.1% | -$253 | 减仓 |
| UGI | UGI CORP NEW | $22.69万 | 0.02% | 6,569 | 148 | 2.3% | $5,112 | 加仓 |
| OR | OR ROYALTIES INC. | $22.70万 | 0.02% | 7,176 | 642 | 9.8% | $2.03万 | 加仓 |
| KFY | KORN FERRY | $22.70万 | 0.02% | 3,410 | 40 | 1.2% | $2,663 | 加仓 |
| NEM | NEWMONT CORP | $23.46万 | 0.02% | 2,512 | 65 | 2.7% | $6,071 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $23.60万 | 0.02% | 2,101 | 188 | 9.8% | $2.11万 | 加仓 |
| CALX | CALIX INC | $23.60万 | 0.02% | 6,324 | -59 | -0.9% | -$2,202 | 减仓 |
| HUN | HUNTSMAN CORP | $23.66万 | 0.02% | 22,283 | -26 | -0.1% | -$276 | 减仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $23.68万 | 0.02% | 22,092 | -12 | -0.1% | -$129 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $23.78万 | 0.02% | 615 | -1,076 | -63.6% | -$41.61万 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $23.88万 | 0.02% | 2,721 | 2,721 | — | $23.88万 | 新建仓 |
| FLGT | FULGENT GENETICS INC | $24.12万 | 0.02% | 11,753 | -105 | -0.9% | -$2,155 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $24.12万 | 0.02% | 2,614 | 32 | 1.2% | $2,953 | 加仓 |
| AVAV | AEROVIRONMENT INC | $24.22万 | 0.02% | 1,467 | -13 | -0.9% | -$2,146 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $24.25万 | 0.02% | 1,209 | 14 | 1.2% | $2,809 | 加仓 |
| RTX | RTX CORPORATION | $24.32万 | 0.02% | 1,282 | 1,282 | — | $24.32万 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD | $24.78万 | 0.02% | 29,193 | 2,607 | 9.8% | $2.21万 | 加仓 |
| KBR | KBR INC | $24.91万 | 0.02% | 7,213 | -67 | -0.9% | -$2,314 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $24.95万 | 0.02% | 8,326 | 745 | 9.8% | $2.23万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $24.99万 | 0.02% | 1,173 | 1,173 | — | $24.99万 | 新建仓 |
| MMI | MARCUS & MILLICHAP INC | $25.42万 | 0.02% | 8,156 | 98 | 1.2% | $3,055 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $25.54万 | 0.02% | 2,443 | -23 | -0.9% | -$2,404 | 减仓 |
| POOL | POOL CORP | $25.57万 | 0.02% | 1,190 | -8 | -0.7% | -$1,719 | 减仓 |
| RVLV | REVOLVE GROUP INC | $25.67万 | 0.02% | 11,216 | -100 | -0.9% | -$2,289 | 减仓 |
| APPF | APPFOLIO INC | $25.86万 | 0.02% | 1,613 | -16 | -1.0% | -$2,566 | 减仓 |
| LYFT | LYFT INC | $25.90万 | 0.02% | 17,725 | -102 | -0.6% | -$1,490 | 减仓 |
| LH | LABCORP HOLDINGS INC | $25.93万 | 0.02% | 926 | 10 | 1.1% | $2,800 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $25.93万 | 0.02% | 2,612 | -28 | -1.1% | -$2,780 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $26.77万 | 0.02% | 5,680 | 67 | 1.2% | $3,158 | 加仓 |
| AGCO | AGCO CORP | $27.17万 | 0.02% | 2,270 | 29 | 1.3% | $3,471 | 加仓 |
| VVV | VALVOLINE INC | $27.18万 | 0.02% | 6,873 | 80 | 1.2% | $3,163 | 加仓 |
| GDDY | GODADDY INC | $27.25万 | 0.02% | 3,211 | -34 | -1.0% | -$2,886 | 减仓 |
| TNC | TENNANT CO | $27.31万 | 0.02% | 3,120 | 38 | 1.2% | $3,327 | 加仓 |
| CPNG | COUPANG INC | $27.53万 | 0.02% | 15,850 | -131 | -0.8% | -$2,275 | 减仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $27.69万 | 0.02% | 8,876 | -35,013 | -79.8% | -$109.24万 | 减仓 |
| SONO | SONOS INC | $27.84万 | 0.02% | 20,578 | -166 | -0.8% | -$2,246 | 减仓 |
| PCYO | PURE CYCLE CORP | $27.98万 | 0.02% | 26,121 | -214 | -0.8% | -$2,292 | 减仓 |
| XPEL | XPEL INC | $28.02万 | 0.02% | 5,649 | -58 | -1.0% | -$2,877 | 减仓 |
| EGO | ELDORADO GOLD CORP NEW | $28.18万 | 0.02% | 9,063 | 807 | 9.8% | $2.51万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $28.35万 | 0.02% | 1,406 | 18 | 1.3% | $3,629 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $28.46万 | 0.02% | 3,297 | -34 | -1.0% | -$2,935 | 减仓 |
| PJT | PJT PARTNERS INC | $28.56万 | 0.02% | 1,892 | -16 | -0.8% | -$2,415 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $28.62万 | 0.02% | 1,481 | -8 | -0.5% | -$1,546 | 减仓 |
| DASH | DOORDASH INC | $28.68万 | 0.02% | 1,554 | -14 | -0.9% | -$2,583 | 减仓 |
| AUGO | AURA MINERALS INC | $28.81万 | 0.02% | 4,577 | -46 | -1.0% | -$2,896 | 减仓 |
| RS | RELIANCE INC | $29.25万 | 0.02% | 783 | 9 | 1.2% | $3,362 | 加仓 |
| TBCH | TURTLE BEACH CORP | $29.75万 | 0.02% | 23,893 | -191 | -0.8% | -$2,378 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $29.93万 | 0.02% | 3,265 | -32 | -1.0% | -$2,934 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $29.98万 | 0.02% | 1,489 | -14 | -0.9% | -$2,818 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $29.98万 | 0.02% | 916 | 916 | — | $29.98万 | 新建仓 |
| CACC | CREDIT ACCEP CORP MICH | $29.99万 | 0.02% | 471 | -1,293 | -73.3% | -$82.33万 | 重新持有 |
| PAYC | PAYCOM SOFTWARE INC | $30.05万 | 0.02% | 2,391 | -25 | -1.0% | -$3,142 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $30.17万 | 0.02% | 3,967 | 46 | 1.2% | $3,498 | 加仓 |
| CBRE | CBRE GROUP INC | $30.20万 | 0.02% | 2,242 | 156 | 7.5% | $2.10万 | 加仓 |
| — | ELECTRONIC ARTS INC | $30.82万 | 0.02% | 1,503 | -14 | -0.9% | -$2,871 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $30.97万 | 0.02% | 7,173 | -67 | -0.9% | -$2,893 | 减仓 |
| YETI | YETI HLDGS INC | $31.36万 | 0.03% | 6,327 | -59 | -0.9% | -$2,924 | 减仓 |
| SSD | SIMPSON MFG INC | $31.49万 | 0.03% | 1,504 | 21 | 1.4% | $4,396 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $32.64万 | 0.03% | 1,935 | -17 | -0.9% | -$2,867 | 减仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $32.84万 | 0.03% | 10,973 | -99 | -0.9% | -$2,963 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $32.89万 | 0.03% | 1,411 | 17 | 1.2% | $3,963 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $33.16万 | 0.03% | 1,180 | 14 | 1.2% | $3,934 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $33.19万 | 0.03% | 4,103 | 370 | 9.9% | $2.99万 | 加仓 |
| AGG | ISHARES TR | $33.21万 | 0.03% | 3,356 | 627 | 23.0% | $6.21万 | 加仓 |
| DBX | DROPBOX INC | $33.27万 | 0.03% | 12,113 | -109 | -0.9% | -$2,994 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $33.46万 | 0.03% | 7,471 | 667 | 9.8% | $2.99万 | 加仓 |
| DHR | DANAHER CORP DEL | $33.66万 | 0.03% | 1,767 | 178 | 11.2% | $3.39万 | 加仓 |
| QLYS | QUALYS INC | $33.73万 | 0.03% | 2,453 | -27 | -1.1% | -$3,712 | 减仓 |
| AGYS | AGILYSYS INC | $33.78万 | 0.03% | 3,233 | -33 | -1.0% | -$3,449 | 减仓 |
| EVR | EVERCORE INC | $33.87万 | 0.03% | 992 | 12 | 1.2% | $4,097 | 加仓 |
| HCA | HCA HEALTHCARE INC | $34.15万 | 0.03% | 876 | 94 | 12.0% | $3.66万 | 加仓 |
| ADEA | ADEIA INC | $34.67万 | 0.03% | 10,529 | 65 | 0.6% | $2,140 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $34.98万 | 0.03% | 4,292 | -44 | -1.0% | -$3,586 | 减仓 |