Linden Thomas Advisory Services, LLC
Charlotte NC · SEC CIK 0001965702
$10.38亿2026Q1 申报市值
530持仓数
12.8%前十大占比 · 第一大 2.9%
72 / 24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
GOOGL 加仓+$760.48万
INCY 加仓+$407.16万
AVGO 加仓+$329.16万
FSLR 加仓+$314.95万
FITB 新建仓+$302.66万
2026Q1 卖出最多 按季末市值估算
PLTR 减仓-$667.26万
APP 减仓-$565.32万
META 减仓-$520.30万
LRCX 减仓-$437.66万
AAPL 减仓-$407.00万
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 |
|---|---|---|---|---|---|---|---|---|
| BRSL | BRIGHTSTAR LOTTERY PLC | $28.16万 | 0.03% | 22,104 | -13 | -0.1% | -$166 | 减仓 |
| CBRE | CBRE GROUP INC | $28.26万 | 0.03% | 2,086 | 142 | 7.3% | $1.92万 | 加仓 |
| EGO | ELDORADO GOLD CORP NEW | $28.34万 | 0.03% | 8,256 | 360 | 4.6% | $1.24万 | 加仓 |
| GVA | GRANITE CONSTR INC | $28.88万 | 0.03% | 2,409 | 2,409 | — | $28.88万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $28.94万 | 0.03% | 1,112 | 1,112 | — | $28.94万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $29.01万 | 0.03% | 1,388 | -37 | -2.6% | -$7,734 | 减仓 |
| EVR | EVERCORE INC | $29.25万 | 0.03% | 980 | -24 | -2.4% | -$7,164 | 减仓 |
| LQDT | LIQUIDITY SVCS INC | $29.30万 | 0.03% | 9,583 | 1,531 | 19.0% | $4.68万 | 加仓 |
| VICR | VICOR CORP | $29.32万 | 0.03% | 1,821 | 1,821 | — | $29.32万 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $29.36万 | 0.03% | 2,416 | 2,416 | — | $29.36万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $29.56万 | 0.03% | 3,653 | 3,653 | — | $29.56万 | 新建仓 |
| NP | NEPTUNE INS HLDGS INC | $29.62万 | 0.03% | 12,243 | 12,243 | — | $29.62万 | 新建仓 |
| HUN | HUNTSMAN CORP | $29.69万 | 0.03% | 22,309 | 1,162 | 5.5% | $1.55万 | 加仓 |
| ILMN | ILLUMINA INC | $29.71万 | 0.03% | 2,410 | 2,410 | — | $29.71万 | 新建仓 |
| DHR | DANAHER CORP DEL | $30.13万 | 0.03% | 1,589 | 246 | 18.3% | $4.66万 | 加仓 |
| CPNG | COUPANG INC | $30.17万 | 0.03% | 15,981 | 15,981 | — | $30.17万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $30.31万 | 0.03% | 1,503 | 1,503 | — | $30.31万 | 新建仓 |
| EBAY | EBAY INC. | $30.87万 | 0.03% | 3,392 | 3,392 | — | $30.87万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $30.93万 | 0.03% | 1,517 | -423 | -21.8% | -$8.62万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $31.18万 | 0.03% | 1,665 | -45 | -2.6% | -$8,427 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $31.22万 | 0.03% | 3,340 | -88 | -2.6% | -$8,226 | 减仓 |
| CALX | CALIX INC | $31.27万 | 0.03% | 6,383 | 2,189 | 52.2% | $10.72万 | 加仓 |
| TER | TERADYNE INC | $31.37万 | 0.03% | 1,058 | -540 | -33.8% | -$16.01万 | 减仓 |
| MGNI | MAGNITE INC | $31.39万 | 0.03% | 26,421 | 26,421 | — | $31.39万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $31.67万 | 0.03% | 1,374 | 1,374 | — | $31.67万 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $31.69万 | 0.03% | 5,613 | -147 | -2.6% | -$8,298 | 减仓 |
| ROKU | ROKU INC | $31.73万 | 0.03% | 3,353 | 3,353 | — | $31.73万 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $31.74万 | 0.03% | 1,924 | 1,924 | — | $31.74万 | 新建仓 |
| DT | DYNATRACE INC | $31.97万 | 0.03% | 8,645 | 8,645 | — | $31.97万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $32.26万 | 0.03% | 1,792 | -50 | -2.7% | -$9,000 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $32.75万 | 0.03% | 7,240 | -792 | -9.9% | -$3.58万 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD | $32.75万 | 0.03% | 26,586 | 1,148 | 4.5% | $1.41万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $33.23万 | 0.03% | 1,326 | -3,954 | -74.9% | -$99.10万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $33.46万 | 0.03% | 1,952 | 1,952 | — | $33.46万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $33.69万 | 0.03% | 1,725 | 1,725 | — | $33.69万 | 新建仓 |
| OSK | OSHKOSH CORP | $33.90万 | 0.03% | 2,303 | -61 | -2.6% | -$8,980 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $33.97万 | 0.03% | 4,673 | -123 | -2.6% | -$8,941 | 减仓 |
| IESC | IES HOLDINGS INC | $33.97万 | 0.03% | 713 | 713 | — | $33.97万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $34.69万 | 0.03% | 1,637 | -45 | -2.7% | -$9,535 | 减仓 |
| NUE | NUCOR CORP | $35.02万 | 0.03% | 2,071 | -47 | -2.2% | -$7,948 | 减仓 |
| GM | GENERAL MTRS CO | $35.31万 | 0.03% | 4,740 | -123 | -2.5% | -$9,164 | 减仓 |
| B | BARRICK MNG CORP | $35.39万 | 0.03% | 8,677 | 377 | 4.5% | $1.54万 | 加仓 |
| CB | CHUBB LTD SWITZ | $35.62万 | 0.03% | 1,093 | 219 | 25.1% | $7.14万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $35.66万 | 0.03% | 5,447 | -143 | -2.6% | -$9,361 | 减仓 |
| BAC | BANK AMERICA CORP | $35.70万 | 0.03% | 7,324 | 1,569 | 27.3% | $7.65万 | 加仓 |
| DE | DEERE & CO | $35.77万 | 0.03% | 635 | 135 | 27.0% | $7.60万 | 加仓 |
| PII | POLARIS INC | $36.01万 | 0.03% | 6,608 | -1,326 | -16.7% | -$7.23万 | 减仓 |
| EME | EMCOR GROUP INC | $36.25万 | 0.03% | 491 | -4,179 | -89.5% | -$308.54万 | 减仓 |
| TIC | TIC SOLUTIONS INC | $36.34万 | 0.04% | 55,228 | 319 | 0.6% | $2,099 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $36.34万 | 0.04% | 3,733 | 161 | 4.5% | $1.57万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $36.61万 | 0.04% | 3,933 | 57 | 1.5% | $5,306 | 加仓 |
| HCA | HCA HEALTHCARE INC | $37.01万 | 0.04% | 782 | 130 | 19.9% | $6.15万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $37.17万 | 0.04% | 6,804 | 297 | 4.6% | $1.62万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $37.51万 | 0.04% | 900 | 900 | — | $37.51万 | 新建仓 |
| AUGO | AURA MINERALS INC | $37.72万 | 0.04% | 4,623 | 4,623 | — | $37.72万 | 新建仓 |
| COKE | COCA COLA CONS INC | $38.39万 | 0.04% | 2,002 | -55 | -2.7% | -$1.05万 | 减仓 |
| DHI | D R HORTON INC | $38.68万 | 0.04% | 2,819 | 586 | 26.2% | $8.04万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $39.18万 | 0.04% | 5,674 | 5,674 | — | $39.18万 | 新建仓 |
| TPR | TAPESTRY INC | $40.12万 | 0.04% | 2,843 | -75 | -2.6% | -$1.06万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $40.39万 | 0.04% | 6,146 | 6,146 | — | $40.39万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $40.62万 | 0.04% | 1,621 | 1,621 | — | $40.62万 | 新建仓 |
| ATEN | A10 NETWORKS INC | $40.99万 | 0.04% | 17,728 | 3,205 | 22.1% | $7.41万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $41.10万 | 0.04% | 2,023 | -470 | -18.9% | -$9.55万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $41.58万 | 0.04% | 979 | -94 | -8.8% | -$3.99万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $42.89万 | 0.04% | 507 | 103 | 25.5% | $8.71万 | 加仓 |
| IWX | ISHARES TR | $44.00万 | 0.04% | 4,748 | -16,308 | -77.5% | -$151.13万 | 减仓 |
| CC | CHEMOURS CO | $45.57万 | 0.04% | 20,685 | 1,065 | 5.4% | $2.35万 | 加仓 |
| NRC | NATIONAL RESH CORP | $46.85万 | 0.05% | 27,594 | 427 | 1.6% | $7,250 | 加仓 |
| RACE | FERRARI N V | $49.72万 | 0.05% | 1,469 | 124 | 9.2% | $4.20万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $49.78万 | 0.05% | 11,560 | 608 | 5.6% | $2.62万 | 加仓 |
| XNCR | XENCOR INC | $50.75万 | 0.05% | 42,084 | 1,121 | 2.7% | $1.35万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $53.47万 | 0.05% | 8,903 | 475 | 5.6% | $2.85万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $53.70万 | 0.05% | 31,604 | 231 | 0.7% | $3,925 | 加仓 |
| ACH | ACCENDRA HEALTH INC | $54.81万 | 0.05% | 240,379 | 121,865 | 102.8% | $27.79万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $57.91万 | 0.06% | 3,565 | 226 | 6.8% | $3.67万 | 加仓 |
| AOS | SMITH A O CORP | $57.95万 | 0.06% | 8,788 | 64 | 0.7% | $4,220 | 加仓 |
| CNC | CENTENE CORP DEL | $58.79万 | 0.06% | 17,958 | 1,068 | 6.3% | $3.50万 | 加仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $60.29万 | 0.06% | 105,774 | 4,217 | 4.2% | $2.40万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $61.98万 | 0.06% | 10,280 | 107 | 1.1% | $6,451 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $63.38万 | 0.06% | 26,485 | 26,485 | — | $63.38万 | 新建仓 |
| TNET | TRINET GROUP INC | $63.88万 | 0.06% | 17,536 | 1,565 | 9.8% | $5.70万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $65.19万 | 0.06% | 20,365 | 10,643 | 109.5% | $34.07万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $65.44万 | 0.06% | 4,363 | -2,182 | -33.3% | -$32.73万 | 减仓 |
| GPN | GLOBAL PMTS INC | $65.57万 | 0.06% | 9,743 | 3,422 | 54.1% | $23.03万 | 加仓 |
| NEOG | NEOGEN CORP | $66.21万 | 0.06% | 71,271 | 2,226 | 3.2% | $2.07万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $66.30万 | 0.06% | 2,396 | 2,396 | — | $66.30万 | 新建仓 |
| SPSC | SPS COMM INC | $66.30万 | 0.06% | 11,910 | 2,991 | 33.5% | $16.65万 | 加仓 |
| WGO | WINNEBAGO INDS INC | $66.51万 | 0.06% | 21,463 | 691 | 3.3% | $2.14万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $66.70万 | 0.06% | 4,239 | -1,394 | -24.7% | -$21.93万 | 减仓 |
| MKL | MARKEL GROUP INC | $67.38万 | 0.06% | 352 | -43 | -10.9% | -$8.23万 | 减仓 |
| STAA | STAAR SURGICAL CO | $67.47万 | 0.07% | 36,078 | 15,761 | 77.6% | $29.47万 | 加仓 |
| — | CHART INDS INC | $67.50万 | 0.07% | 3,265 | -1,020 | -23.8% | -$21.09万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $67.92万 | 0.07% | 6,096 | 592 | 10.8% | $6.60万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $68.05万 | 0.07% | 6,622 | 513 | 8.4% | $5.27万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $68.45万 | 0.07% | 10,595 | 10,595 | — | $68.45万 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $68.75万 | 0.07% | 11,118 | 11,118 | — | $68.75万 | 新建仓 |
| RVTY | REVVITY INC | $68.91万 | 0.07% | 7,866 | 7,866 | — | $68.91万 | 新建仓 |
| MTZ | MASTEC INC | $68.95万 | 0.07% | 2,143 | -3,894 | -64.5% | -$125.29万 | 减仓 |
| SON | SONOCO PRODS CO | $69.18万 | 0.07% | 12,790 | 589 | 4.8% | $3.19万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $69.50万 | 0.07% | 12,303 | 12,303 | — | $69.50万 | 新建仓 |