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 |
|---|---|---|---|---|---|---|---|---|
| PB | PROSPERITY BANCSHARES INC | $69.70万 | 0.07% | 10,375 | 10,375 | — | $69.70万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $69.86万 | 0.07% | 2,147 | -667 | -23.7% | -$21.70万 | 减仓 |
| NNN | NNN REIT INC | $70.95万 | 0.07% | 16,882 | 533 | 3.3% | $2.24万 | 加仓 |
| OGE | OGE ENERGY CORP | $71.45万 | 0.07% | 14,897 | 107 | 0.7% | $5,132 | 加仓 |
| VLY | VALLEY NATL BANCORP | $72.20万 | 0.07% | 58,794 | 431 | 0.7% | $5,293 | 加仓 |
| BOX | BOX INC | $72.58万 | 0.07% | 30,702 | 3,417 | 12.5% | $8.08万 | 加仓 |
| RMR | RMR GROUP INC | $73.90万 | 0.07% | 47,770 | 1,634 | 3.5% | $2.53万 | 加仓 |
| NET | CLOUDFLARE INC | $74.67万 | 0.07% | 3,619 | 3,619 | — | $74.67万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $74.89万 | 0.07% | 16,148 | 116 | 0.7% | $5,380 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $76.08万 | 0.07% | 1,942 | -54 | -2.7% | -$2.12万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $77.05万 | 0.07% | 85,421 | 655 | 0.8% | $5,908 | 加仓 |
| TM | TOYOTA MOTOR CORP | $78.29万 | 0.08% | 3,799 | 239 | 6.7% | $4.93万 | 加仓 |
| DBI | DESIGNER BRANDS INC | $79.21万 | 0.08% | 139,201 | 1,911 | 1.4% | $1.09万 | 加仓 |
| PGR | PROGRESSIVE CORP | $79.63万 | 0.08% | 4,017 | 282 | 7.6% | $5.59万 | 加仓 |
| CAT | CATERPILLAR INC | $79.99万 | 0.08% | 1,129 | 418 | 58.8% | $29.61万 | 加仓 |
| NWSA | NEWS CORP NEW | $82.22万 | 0.08% | 32,979 | 244 | 0.7% | $6,083 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $82.28万 | 0.08% | 36,088 | 261 | 0.7% | $5,951 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $83.35万 | 0.08% | 8,781 | 176 | 2.0% | $1.67万 | 加仓 |
| CRVL | CORVEL CORP | $84.53万 | 0.08% | 15,467 | 7,850 | 103.1% | $42.90万 | 加仓 |
| NVR | NVR INC | $85.01万 | 0.08% | 129 | 7 | 5.7% | $4.61万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $86.02万 | 0.08% | 8,684 | -1,661 | -16.1% | -$16.45万 | 减仓 |
| MORN | MORNINGSTAR INC | $86.10万 | 0.08% | 5,093 | 244 | 5.0% | $4.12万 | 加仓 |
| IOSP | INNOSPEC INC | $86.24万 | 0.08% | 11,810 | 449 | 4.0% | $3.28万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $86.28万 | 0.08% | 50,841 | 2,280 | 4.7% | $3.87万 | 加仓 |
| AMBA | AMBARELLA INC | $87.88万 | 0.08% | 17,073 | 98 | 0.6% | $5,045 | 加仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $88.07万 | 0.08% | 34,069 | 14,630 | 75.3% | $37.82万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $88.48万 | 0.09% | 21,361 | 156 | 0.7% | $6,462 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $89.63万 | 0.09% | 11,193 | -323 | -2.8% | -$2.59万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $89.87万 | 0.09% | 15,370 | 690 | 4.7% | $4.03万 | 加仓 |
| TGLS | TECNOGLASS INC | $94.05万 | 0.09% | 21,110 | 10,642 | 101.7% | $47.41万 | 加仓 |
| ADSK | AUTODESK INC | $95.42万 | 0.09% | 3,986 | -522 | -11.6% | -$12.50万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $95.47万 | 0.09% | 10,231 | 458 | 4.7% | $4.27万 | 加仓 |
| CI | THE CIGNA GROUP | $95.60万 | 0.09% | 3,584 | 461 | 14.8% | $12.30万 | 加仓 |
| SHEL | SHELL PLC | $96.17万 | 0.09% | 10,341 | 438 | 4.4% | $4.07万 | 加仓 |
| DOCU | DOCUSIGN INC | $96.29万 | 0.09% | 20,311 | 6,650 | 48.7% | $31.53万 | 加仓 |
| AMZN | AMAZON COM INC | $97.20万 | 0.09% | 4,667 | 876 | 23.1% | $18.24万 | 加仓 |
| HPQ | HP INC | $97.33万 | 0.09% | 50,664 | 2,702 | 5.6% | $5.19万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $97.85万 | 0.09% | 11,862 | 531 | 4.7% | $4.38万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $98.29万 | 0.09% | 7,461 | 650 | 9.5% | $8.56万 | 加仓 |
| TECH | BIO-TECHNE CORP | $98.86万 | 0.10% | 18,917 | 763 | 4.2% | $3.99万 | 加仓 |
| HRB | BLOCK H & R INC | $98.89万 | 0.10% | 31,157 | 220 | 0.7% | $6,983 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $99.62万 | 0.10% | 7,395 | 320 | 4.5% | $4.31万 | 加仓 |
| EXEL | EXELIXIS INC | $100.61万 | 0.10% | 23,457 | 23,457 | — | $100.61万 | 新建仓 |
| COHU | COHU INC | $101.01万 | 0.10% | 32,987 | 539 | 1.7% | $1.65万 | 加仓 |
| ROST | ROSS STORES INC | $103.20万 | 0.10% | 4,764 | -2,139 | -31.0% | -$46.34万 | 减仓 |
| GATX | GATX CORP | $103.83万 | 0.10% | 6,081 | 41 | 0.7% | $7,000 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $104.32万 | 0.10% | 5,518 | 5,518 | — | $104.32万 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $105.56万 | 0.10% | 7,060 | 47 | 0.7% | $7,027 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $105.63万 | 0.10% | 5,902 | 42 | 0.7% | $7,517 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $105.72万 | 0.10% | 46,452 | 111 | 0.2% | $2,526 | 加仓 |
| FTI | TECHNIPFMC PLC | $105.93万 | 0.10% | 15,324 | 15,324 | — | $105.93万 | 新建仓 |
| CPRT | COPART INC | $106.27万 | 0.10% | 32,008 | -5,007 | -13.5% | -$16.62万 | 减仓 |
| BRKR | BRUKER CORP | $106.45万 | 0.10% | 29,472 | 10,686 | 56.9% | $38.60万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $107.00万 | 0.10% | 5,396 | -704 | -11.5% | -$13.96万 | 减仓 |
| TTE | TOTALENERGIES SE | $107.49万 | 0.10% | 11,815 | 497 | 4.4% | $4.52万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $109.04万 | 0.11% | 10,823 | 78 | 0.7% | $7,858 | 加仓 |
| NX | QUANEX BLDG PRODS CORP | $109.75万 | 0.11% | 61,074 | 2,498 | 4.3% | $4.49万 | 加仓 |
| STRA | STRATEGIC ED INC | $110.30万 | 0.11% | 13,296 | 135 | 1.0% | $1.12万 | 加仓 |
| BBY | BEST BUY INC | $111.69万 | 0.11% | 17,397 | 760 | 4.6% | $4.88万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $112.99万 | 0.11% | 12,327 | 854 | 7.4% | $7.83万 | 加仓 |
| MOV | MOVADO GROUP INC | $114.28万 | 0.11% | 46,798 | 733 | 1.6% | $1.79万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $114.62万 | 0.11% | 8,610 | 2,278 | 36.0% | $30.32万 | 加仓 |
| TGT | TARGET CORP | $114.90万 | 0.11% | 9,480 | -2,479 | -20.7% | -$30.05万 | 减仓 |
| KHC | KRAFT HEINZ CO | $116.36万 | 0.11% | 51,738 | 4,871 | 10.4% | $10.95万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $116.81万 | 0.11% | 38,360 | 18,968 | 97.8% | $57.76万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $119.02万 | 0.11% | 6,678 | 289 | 4.5% | $5.15万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $119.06万 | 0.11% | 27,171 | 199 | 0.7% | $8,720 | 加仓 |
| SAFT | SAFETY INS GROUP INC | $120.46万 | 0.12% | 16,583 | 147 | 0.9% | $1.07万 | 加仓 |
| IT | GARTNER INC | $120.50万 | 0.12% | 7,610 | 365 | 5.0% | $5.78万 | 加仓 |
| WASH | WASHINGTON TR BANCORP INC | $121.02万 | 0.12% | 36,169 | 788 | 2.2% | $2.64万 | 加仓 |
| EQNR | EQUINOR ASA | $121.07万 | 0.12% | 28,690 | 2,157 | 8.1% | $9.10万 | 加仓 |
| LKQ | LKQ CORP | $121.07万 | 0.12% | 41,224 | 3,464 | 9.2% | $10.17万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $121.89万 | 0.12% | 4,179 | 16 | 0.4% | $4,667 | 加仓 |
| ARCC | ARES CAPITAL CORP | $122.03万 | 0.12% | 67,717 | 2,361 | 3.6% | $4.25万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $123.29万 | 0.12% | 12,527 | 914 | 7.9% | $9.00万 | 加仓 |
| ASML | ASML HLDG NV | $123.37万 | 0.12% | 934 | 44 | 4.9% | $5.81万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $127.03万 | 0.12% | 7,649 | 52 | 0.7% | $8,636 | 加仓 |
| CXT | CRANE NXT CO | $127.15万 | 0.12% | 31,325 | 1,311 | 4.4% | $5.32万 | 加仓 |
| OGS | ONE GAS INC | $127.65万 | 0.12% | 14,821 | 79 | 0.5% | $6,804 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $127.74万 | 0.12% | 6,442 | 43 | 0.7% | $8,526 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $127.83万 | 0.12% | 4,226 | 287 | 7.3% | $8.68万 | 加仓 |
| FISV | FISERV INC | $130.66万 | 0.13% | 23,415 | 2,137 | 10.0% | $11.92万 | 加仓 |
| RDDT | REDDIT INC | $131.03万 | 0.13% | 9,731 | 9,731 | — | $131.03万 | 新建仓 |
| VRSN | VERISIGN INC | $132.08万 | 0.13% | 5,318 | -951 | -15.2% | -$23.62万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $132.14万 | 0.13% | 6,964 | 1,133 | 19.4% | $21.50万 | 加仓 |
| AMCR | AMCOR PLC | $132.18万 | 0.13% | 33,254 | 33,254 | — | $132.18万 | 新建仓 |
| LZB | LA Z BOY INC | $133.33万 | 0.13% | 41,483 | 20,817 | 100.7% | $66.91万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $133.43万 | 0.13% | 4,849 | 132 | 2.8% | $3.63万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $134.77万 | 0.13% | 7,988 | 52 | 0.7% | $8,773 | 加仓 |
| DOW | DOW HLDGS INC | $135.04万 | 0.13% | 32,422 | 3,147 | 10.7% | $13.11万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $135.15万 | 0.13% | 14,398 | 14,398 | — | $135.15万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $135.70万 | 0.13% | 8,465 | 561 | 7.1% | $8.99万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $135.86万 | 0.13% | 6,625 | -17 | -0.3% | -$3,486 | 减仓 |
| TFC | TRUIST FINL CORP | $136.91万 | 0.13% | 29,783 | 822 | 2.8% | $3.78万 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $138.35万 | 0.13% | 71,133 | 400 | 0.6% | $7,780 | 加仓 |
| FICO | FAIR ISAAC CORP | $139.74万 | 0.13% | 1,309 | -218 | -14.3% | -$23.27万 | 减仓 |
| AIN | ALBANY INTL CORP | $140.05万 | 0.13% | 26,824 | 13,797 | 105.9% | $72.03万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $140.29万 | 0.14% | 7,758 | 3,070 | 65.5% | $55.51万 | 加仓 |
| SNPS | SYNOPSYS INC | $141.66万 | 0.14% | 3,573 | -433 | -10.8% | -$17.17万 | 减仓 |
| ASTH | ASTRANA HEALTH INC | $143.87万 | 0.14% | 58,675 | 30,570 | 108.8% | $74.96万 | 加仓 |