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 |
|---|---|---|---|---|---|---|---|---|
| B | BARRICK MNG CORP | $35.00万 | 0.03% | 9,530 | 853 | 9.8% | $3.13万 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC | $35.19万 | 0.03% | 4,612 | -47 | -1.0% | -$3,587 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $35.59万 | 0.03% | 10,696 | 129 | 1.2% | $4,292 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $35.76万 | 0.03% | 1,322 | 210 | 18.9% | $5.68万 | 加仓 |
| OSK | OSHKOSH CORP | $35.81万 | 0.03% | 2,333 | 30 | 1.3% | $4,604 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $36.14万 | 0.03% | 4,731 | 58 | 1.2% | $4,431 | 加仓 |
| HXL | HEXCEL CORP NEW | $36.17万 | 0.03% | 3,615 | -38 | -1.0% | -$3,802 | 减仓 |
| IWV | ISHARES TR | $36.72万 | 0.03% | 861 | 138 | 19.1% | $5.89万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $36.89万 | 0.03% | 1,372 | -2 | -0.1% | -$538 | 减仓 |
| GM | GENERAL MTRS CO | $36.98万 | 0.03% | 4,797 | 57 | 1.2% | $4,394 | 加仓 |
| LQDT | LIQUIDITY SVCS INC | $37.15万 | 0.03% | 9,496 | -87 | -0.9% | -$3,403 | 减仓 |
| EBAY | EBAY INC. | $37.50万 | 0.03% | 3,356 | -36 | -1.1% | -$4,023 | 减仓 |
| DT | DYNATRACE INC | $37.62万 | 0.03% | 8,567 | -78 | -0.9% | -$3,425 | 减仓 |
| GVA | GRANITE CONSTR INC | $37.65万 | 0.03% | 2,382 | -27 | -1.1% | -$4,268 | 减仓 |
| EVER | EVERQUOTE INC | $38.09万 | 0.03% | 16,012 | -135 | -0.8% | -$3,212 | 减仓 |
| NP | NEPTUNE INS HLDGS INC | $38.22万 | 0.03% | 12,134 | -109 | -0.9% | -$3,434 | 减仓 |
| CLFD | CLEARFIELD INC | $38.25万 | 0.03% | 9,612 | -85 | -0.9% | -$3,382 | 减仓 |
| DY | DYCOM INDS INC | $38.32万 | 0.03% | 758 | -5 | -0.7% | -$2,528 | 减仓 |
| — | SIMULATIONS PLUS INC | $38.63万 | 0.03% | 21,096 | -149 | -0.7% | -$2,728 | 减仓 |
| COKE | COCA COLA CONS INC | $38.76万 | 0.03% | 2,030 | 28 | 1.4% | $5,346 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $38.91万 | 0.03% | 2,151 | 750 | 53.5% | $13.57万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $39.55万 | 0.03% | 1,064 | -8 | -0.7% | -$2,973 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $40.09万 | 0.03% | 3,382 | 42 | 1.3% | $4,978 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $40.18万 | 0.03% | 1,687 | 22 | 1.3% | $5,240 | 加仓 |
| EME | EMCOR GROUP INC | $41.08万 | 0.03% | 495 | 4 | 0.8% | $3,320 | 加仓 |
| STLD | STEEL DYNAMICS INC | $41.69万 | 0.03% | 1,817 | 25 | 1.4% | $5,737 | 加仓 |
| ILMN | ILLUMINA INC | $41.92万 | 0.03% | 2,384 | -26 | -1.1% | -$4,572 | 减仓 |
| ETSY | ETSY INC | $42.00万 | 0.03% | 5,575 | -55 | -1.0% | -$4,143 | 减仓 |
| TPR | TAPESTRY INC | $42.13万 | 0.03% | 2,878 | 35 | 1.2% | $5,123 | 加仓 |
| CC | CHEMOURS CO | $42.40万 | 0.03% | 20,664 | -21 | -0.1% | -$431 | 减仓 |
| CB | CHUBB LIMITED | $42.83万 | 0.03% | 1,257 | 164 | 15.0% | $5.59万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $44.51万 | 0.04% | 5,617 | -57 | -1.0% | -$4,517 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $44.98万 | 0.04% | 11,545 | -15 | -0.1% | -$584 | 减仓 |
| PII | POLARIS INC | $45.16万 | 0.04% | 6,599 | -9 | -0.1% | -$616 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $45.22万 | 0.04% | 2,019 | -4 | -0.2% | -$896 | 减仓 |
| ROKU | ROKU INC | $45.83万 | 0.04% | 3,318 | -35 | -1.0% | -$4,835 | 减仓 |
| DE | DEERE & CO | $46.50万 | 0.04% | 733 | 98 | 15.4% | $6.22万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $46.75万 | 0.04% | 8,892 | -11 | -0.1% | -$578 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $47.24万 | 0.04% | 1,316 | -10 | -0.8% | -$3,590 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $48.02万 | 0.04% | 1,659 | 22 | 1.3% | $6,367 | 加仓 |
| BAC | BANK OF AMER CORP | $49.54万 | 0.04% | 8,695 | 1,371 | 18.7% | $7.81万 | 加仓 |
| MGNI | MAGNITE INC | $49.74万 | 0.04% | 26,206 | -215 | -0.8% | -$4,081 | 减仓 |
| GNRC | GENERAC HLDGS INC | $50.04万 | 0.04% | 1,709 | -16 | -0.9% | -$4,685 | 减仓 |
| TER | TERADYNE INC | $50.80万 | 0.04% | 1,050 | -8 | -0.8% | -$3,871 | 减仓 |
| IESC | IES HOLDINGS INC | $52.16万 | 0.04% | 710 | -3 | -0.4% | -$2,204 | 减仓 |
| EPAM | EPAM SYS INC | $52.46万 | 0.04% | 6,611 | -8,297 | -55.7% | -$65.84万 | 减仓 |
| DHI | D R HORTON INC | $52.64万 | 0.04% | 3,232 | 413 | 14.7% | $6.73万 | 加仓 |
| TENB | TENABLE HLDGS INC | $53.55万 | 0.04% | 14,519 | -121 | -0.8% | -$4,462 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $53.81万 | 0.04% | 1,607 | -14 | -0.9% | -$4,687 | 减仓 |
| IT | GARTNER INC | $54.69万 | 0.04% | 4,219 | -3,391 | -44.6% | -$43.95万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $54.77万 | 0.04% | 977 | -2 | -0.2% | -$1,121 | 减仓 |
| NUE | NUCOR CORP | $54.86万 | 0.04% | 2,463 | 392 | 18.9% | $8.73万 | 加仓 |
| AOS | SMITH A O CORP | $55.06万 | 0.04% | 8,778 | -10 | -0.1% | -$627 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $55.50万 | 0.04% | 1,130 | 230 | 25.6% | $11.30万 | 加仓 |
| RACE | FERRARI N V | $56.74万 | 0.05% | 1,524 | 55 | 3.7% | $2.05万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $59.67万 | 0.05% | 590 | 83 | 16.4% | $8.39万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $60.42万 | 0.05% | 4,344 | -19 | -0.4% | -$2,643 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $61.71万 | 0.05% | 3,702 | 137 | 3.8% | $2.28万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $63.67万 | 0.05% | 31,566 | -38 | -0.1% | -$766 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $64.93万 | 0.05% | 26,385 | -100 | -0.4% | -$2,461 | 减仓 |
| ATEN | A10 NETWORKS INC | $65.68万 | 0.05% | 17,580 | -148 | -0.8% | -$5,529 | 减仓 |
| TM | TOYOTA MOTOR CORP | $66.56万 | 0.05% | 3,952 | 153 | 4.0% | $2.58万 | 加仓 |
| BURL | BURLINGTON STORES INC | $67.80万 | 0.05% | 2,140 | -7 | -0.3% | -$2,218 | 减仓 |
| — | CHART INDS INC | $67.93万 | 0.05% | 3,251 | -14 | -0.4% | -$2,925 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $68.06万 | 0.05% | 5,469 | 73 | 1.4% | $9,084 | 加仓 |
| VICR | VICOR CORP | $68.55万 | 0.06% | 1,805 | -16 | -0.9% | -$6,076 | 减仓 |
| MKL | MARKEL GROUP INC | $68.75万 | 0.06% | 352 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $68.97万 | 0.06% | 20,286 | -79 | -0.4% | -$2,686 | 减仓 |
| CHE | CHEMED CORP NEW | $70.19万 | 0.06% | 1,507 | -2,658 | -63.8% | -$123.79万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $70.25万 | 0.06% | 12,277 | -26 | -0.2% | -$1,488 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $70.43万 | 0.06% | 10,268 | -12 | -0.1% | -$823 | 减仓 |
| GPN | GLOBAL PMTS INC | $70.44万 | 0.06% | 9,708 | -35 | -0.4% | -$2,540 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $71.83万 | 0.06% | 6,071 | -25 | -0.4% | -$2,958 | 减仓 |
| SON | SONOCO PRODS CO | $71.99万 | 0.06% | 12,776 | -14 | -0.1% | -$789 | 减仓 |
| OGE | OGE ENERGY CORP | $72.42万 | 0.06% | 14,882 | -15 | -0.1% | -$730 | 减仓 |
| NET | CLOUDFLARE INC | $73.49万 | 0.06% | 2,996 | -623 | -17.2% | -$15.28万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $74.18万 | 0.06% | 3,224 | -3,604 | -52.8% | -$82.92万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $75.42万 | 0.06% | 3,981 | 48 | 1.2% | $9,094 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $75.48万 | 0.06% | 10,335 | -40 | -0.4% | -$2,921 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $76.06万 | 0.06% | 16,129 | -19 | -0.1% | -$896 | 减仓 |
| ADSK | AUTODESK INC | $77.05万 | 0.06% | 3,963 | -23 | -0.6% | -$4,472 | 减仓 |
| CINF | CINCINNATI FINL CORP | $78.17万 | 0.06% | 4,222 | -17 | -0.4% | -$3,147 | 减仓 |
| NNN | NNN REIT INC | $78.47万 | 0.06% | 16,864 | -18 | -0.1% | -$838 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $80.64万 | 0.07% | 2,383 | -13 | -0.5% | -$4,399 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $81.57万 | 0.07% | 6,098 | -48 | -0.8% | -$6,420 | 减仓 |
| BOX | BOX INC | $81.79万 | 0.07% | 30,819 | 117 | 0.4% | $3,105 | 加仓 |
| NWSA | NEWS CORP NEW | $81.80万 | 0.07% | 32,944 | -35 | -0.1% | -$869 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $82.00万 | 0.07% | 36,046 | -42 | -0.1% | -$956 | 减仓 |
| CNI | CANADIAN NATL RY CO | $82.06万 | 0.07% | 6,882 | 260 | 3.9% | $3.10万 | 加仓 |
| SHEL | SHELL PLC | $83.50万 | 0.07% | 10,769 | 428 | 4.1% | $3.32万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $85.10万 | 0.07% | 86,311 | 890 | 1.0% | $8,775 | 加仓 |
| VLY | VALLEY NATL BANCORP | $86.03万 | 0.07% | 58,726 | -68 | -0.1% | -$996 | 减仓 |
| RVTY | REVVITY INC | $87.19万 | 0.07% | 7,837 | -29 | -0.4% | -$3,227 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $87.61万 | 0.07% | 5,892 | -10 | -0.2% | -$1,487 | 减仓 |
| NVR | NVR INC | $87.89万 | 0.07% | 129 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $88.70万 | 0.07% | 2,132 | -11 | -0.5% | -$4,577 | 减仓 |
| PGR | PROGRESSIVE CORP | $88.95万 | 0.07% | 4,072 | 55 | 1.4% | $1.20万 | 加仓 |
| FLEX | FLEX LTD | $89.32万 | 0.07% | 5,511 | 64 | 1.2% | $1.04万 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $89.63万 | 0.07% | 40,593 | 3,618 | 9.8% | $7.99万 | 加仓 |
| DOCU | DOCUSIGN INC | $89.73万 | 0.07% | 20,201 | -110 | -0.5% | -$4,886 | 减仓 |