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 |
|---|---|---|---|---|---|---|---|---|
| DOW | DOW HLDGS INC | $90.97万 | 0.07% | 33,249 | 827 | 2.6% | $2.26万 | 加仓 |
| TNET | TRINET GROUP INC | $91.19万 | 0.07% | 18,426 | 890 | 5.1% | $4.40万 | 加仓 |
| MTH | MERITAGE HOMES CORP | $92.94万 | 0.07% | 11,084 | -34 | -0.3% | -$2,851 | 减仓 |
| CI | THE CIGNA GROUP | $93.21万 | 0.08% | 3,381 | -203 | -5.7% | -$5.60万 | 减仓 |
| ACH | ACCENDRA HEALTH INC | $93.25万 | 0.08% | 272,661 | 32,282 | 13.4% | $11.04万 | 加仓 |
| EQNR | EQUINOR ASA | $93.68万 | 0.08% | 29,835 | 1,145 | 4.0% | $3.60万 | 加仓 |
| TTE | TOTALENERGIES SE | $95.57万 | 0.08% | 12,291 | 476 | 4.0% | $3.70万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $96.85万 | 0.08% | 8,772 | -9 | -0.1% | -$994 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $97.78万 | 0.08% | 21,336 | -25 | -0.1% | -$1,146 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $98.71万 | 0.08% | 15,983 | 613 | 4.0% | $3.79万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $100.68万 | 0.08% | 11,130 | -63 | -0.6% | -$5,699 | 减仓 |
| ROST | ROSS STORES INC | $100.83万 | 0.08% | 4,737 | -27 | -0.6% | -$5,747 | 减仓 |
| FTI | TECHNIPFMC PLC | $100.98万 | 0.08% | 15,231 | -93 | -0.6% | -$6,166 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $103.57万 | 0.08% | 73,298 | 6,518 | 9.8% | $9.21万 | 加仓 |
| SNPS | SYNOPSYS INC | $104.02万 | 0.08% | 2,332 | -1,241 | -34.7% | -$55.36万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $105.13万 | 0.08% | 52,854 | 2,013 | 4.0% | $4.00万 | 加仓 |
| GATX | GATX CORP | $107.59万 | 0.09% | 6,072 | -9 | -0.1% | -$1,595 | 减仓 |
| AMZN | AMAZON COM INC | $107.94万 | 0.09% | 4,529 | -138 | -3.0% | -$3.29万 | 减仓 |
| CRVL | CORVEL CORP | $108.59万 | 0.09% | 17,369 | 1,902 | 12.3% | $11.89万 | 加仓 |
| TGLS | TECNOGLASS INC | $111.01万 | 0.09% | 23,715 | 2,605 | 12.3% | $12.19万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $111.26万 | 0.09% | 3,975 | 130 | 3.4% | $3.64万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $111.41万 | 0.09% | 43,082 | 4,722 | 12.3% | $12.21万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $112.48万 | 0.09% | 12,896 | 369 | 2.9% | $3.22万 | 加仓 |
| LKQ | LKQ CORP | $113.53万 | 0.09% | 43,119 | 1,895 | 4.6% | $4.99万 | 加仓 |
| HPQ | HP INC | $114.00万 | 0.09% | 51,958 | 1,294 | 2.6% | $2.84万 | 加仓 |
| ROL | ROLLINS INC | $115.40万 | 0.09% | 27,647 | -3,024 | -9.9% | -$12.62万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $115.68万 | 0.09% | 10,811 | -12 | -0.1% | -$1,284 | 减仓 |
| CNC | CENTENE CORP DEL | $115.87万 | 0.09% | 18,051 | 93 | 0.5% | $5,970 | 加仓 |
| TRMB | TRIMBLE INC | $116.21万 | 0.09% | 22,707 | -3,539 | -13.5% | -$18.11万 | 减仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $117.07万 | 0.09% | 37,740 | 3,671 | 10.8% | $11.39万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $117.28万 | 0.09% | 12,334 | 472 | 4.0% | $4.49万 | 加仓 |
| FISV | FISERV INC | $118.45万 | 0.10% | 24,149 | 734 | 3.1% | $3.60万 | 加仓 |
| HRB | BLOCK H & R INC | $118.51万 | 0.10% | 31,121 | -36 | -0.1% | -$1,371 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $118.97万 | 0.10% | 46,399 | -53 | -0.1% | -$1,359 | 减仓 |
| CAT | CATERPILLAR INC | $121.40万 | 0.10% | 1,140 | 11 | 1.0% | $1.17万 | 加仓 |
| TW | TRADEWEB MKTS INC | $124.23万 | 0.10% | 12,465 | -2,095 | -14.4% | -$20.88万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $124.81万 | 0.10% | 6,952 | -12 | -0.2% | -$2,154 | 减仓 |
| KHC | KRAFT HEINZ CO | $125.33万 | 0.10% | 53,062 | 1,324 | 2.6% | $3.13万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $126.12万 | 0.10% | 43,073 | 1,317 | 3.2% | $3.86万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $126.16万 | 0.10% | 7,050 | -10 | -0.1% | -$1,790 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $126.31万 | 0.10% | 5,205 | -3,794 | -42.2% | -$92.07万 | 减仓 |
| TGT | TARGET CORP | $126.55万 | 0.10% | 9,689 | 209 | 2.2% | $2.73万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $128.02万 | 0.10% | 9,294 | -300 | -3.1% | -$4.13万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $129.09万 | 0.10% | 10,631 | 400 | 3.9% | $4.86万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $129.42万 | 0.10% | 27,143 | -28 | -0.1% | -$1,335 | 减仓 |
| ARCC | ARES CAPITAL CORP | $131.92万 | 0.11% | 71,192 | 3,475 | 5.1% | $6.44万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $132.27万 | 0.11% | 5,489 | -29 | -0.5% | -$6,988 | 减仓 |
| VRSN | VERISIGN INC | $132.67万 | 0.11% | 5,274 | -44 | -0.8% | -$1.11万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $133.46万 | 0.11% | 9,950 | -321 | -3.1% | -$4.31万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $134.01万 | 0.11% | 3,962 | -264 | -6.2% | -$8.93万 | 减仓 |
| BBY | BEST BUY INC | $135.48万 | 0.11% | 17,854 | 457 | 2.6% | $3.47万 | 加仓 |
| MORN | MORNINGSTAR INC | $135.52万 | 0.11% | 8,686 | 3,593 | 70.5% | $56.06万 | 加仓 |
| NDAQ | NASDAQ INC | $136.98万 | 0.11% | 17,379 | 17,379 | — | $136.98万 | 新建仓 |
| CPRT | COPART INC | $137.90万 | 0.11% | 48,917 | 16,909 | 52.8% | $47.67万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $138.14万 | 0.11% | 7,735 | -23 | -0.3% | -$4,108 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $138.16万 | 0.11% | 4,185 | 6 | 0.1% | $1,981 | 加仓 |
| MTN | VAIL RESORTS INC | $138.55万 | 0.11% | 10,176 | -8,136 | -44.4% | -$110.77万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $139.30万 | 0.11% | 2,735 | -13 | -0.5% | -$6,621 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $143.89万 | 0.12% | 7,640 | -9 | -0.1% | -$1,695 | 减仓 |
| DBI | DESIGNER BRANDS INC | $144.13万 | 0.12% | 247,218 | 108,017 | 77.6% | $62.97万 | 加仓 |
| CACI | CACI INTL INC | $145.42万 | 0.12% | 3,139 | 85 | 2.8% | $3.94万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $145.93万 | 0.12% | 6,434 | -8 | -0.1% | -$1,814 | 减仓 |
| SSTK | SHUTTERSTOCK INC | $146.58万 | 0.12% | 105,073 | 11,531 | 12.3% | $16.09万 | 加仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $147.01万 | 0.12% | 258,813 | 153,039 | 144.7% | $86.93万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $148.32万 | 0.12% | 5,010 | -35 | -0.7% | -$1.04万 | 减仓 |
| PCAR | PACCAR INC | $150.05万 | 0.12% | 12,492 | 32 | 0.3% | $3,844 | 加仓 |
| TFC | TRUIST FINL CORP | $152.34万 | 0.12% | 30,579 | 796 | 2.7% | $3.97万 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $153.67万 | 0.12% | 9,317 | 1,769 | 23.4% | $29.18万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $153.76万 | 0.12% | 10,812 | 220 | 2.1% | $3.13万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $154.32万 | 0.12% | 4,860 | 11 | 0.2% | $3,493 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $154.85万 | 0.12% | 7,085 | -5,229 | -42.5% | -$114.29万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $154.93万 | 0.12% | 36,301 | 1,371 | 3.9% | $5.85万 | 加仓 |
| AMCR | AMCOR PLC | $155.13万 | 0.13% | 35,786 | 2,532 | 7.6% | $10.98万 | 加仓 |
| NEOG | NEOGEN CORP | $155.19万 | 0.13% | 172,630 | 101,359 | 142.2% | $91.12万 | 加仓 |
| TRGP | TARGA RES CORP | $156.78万 | 0.13% | 5,847 | 5,847 | — | $156.78万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $156.92万 | 0.13% | 15,524 | -15 | -0.1% | -$1,516 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $157.56万 | 0.13% | 20,097 | 20,097 | — | $157.56万 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $157.98万 | 0.13% | 14,704 | -15 | -0.1% | -$1,612 | 减仓 |
| RMR | RMR GROUP INC | $158.83万 | 0.13% | 77,364 | 29,594 | 62.0% | $60.76万 | 加仓 |
| STRA | STRATEGIC ED INC | $160.10万 | 0.13% | 20,895 | 7,599 | 57.2% | $58.22万 | 加仓 |
| FICO | FAIR ISAAC CORP | $160.34万 | 0.13% | 1,342 | 33 | 2.5% | $3.94万 | 加仓 |
| IOSP | INNOSPEC INC | $161.27万 | 0.13% | 19,815 | 8,005 | 67.8% | $65.15万 | 加仓 |
| O | REALTY INCOME CORP | $163.08万 | 0.13% | 26,321 | 668 | 2.6% | $4.14万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $163.55万 | 0.13% | 20,439 | -11,752 | -36.5% | -$94.04万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $163.65万 | 0.13% | 21,196 | 536 | 2.6% | $4.14万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $165.39万 | 0.13% | 11,135 | -1,768 | -13.7% | -$26.26万 | 减仓 |
| IIIN | INSTEEL INDS INC | $165.52万 | 0.13% | 54,808 | 6,010 | 12.3% | $18.15万 | 加仓 |
| SEIC | SEI INVTS CO | $165.63万 | 0.13% | 18,884 | -3,436 | -15.4% | -$30.14万 | 减仓 |
| CXT | CRANE NXT CO | $167.63万 | 0.14% | 32,766 | 1,441 | 4.6% | $7.37万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $167.74万 | 0.14% | 44,613 | 44,613 | — | $167.74万 | 新建仓 |
| NRC | NRC HEALTH | $167.93万 | 0.14% | 77,854 | 50,260 | 182.1% | $108.41万 | 加仓 |
| FIVE | FIVE BELOW INC | $167.94万 | 0.14% | 9,341 | -6,470 | -40.9% | -$116.32万 | 减仓 |
| RDDT | REDDIT INC | $169.10万 | 0.14% | 9,742 | 11 | 0.1% | $1,909 | 加仓 |
| INVA | INNOVIVA INC | $170.81万 | 0.14% | 75,215 | 75,215 | — | $170.81万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $171.68万 | 0.14% | 12,268 | 333 | 2.8% | $4.66万 | 加仓 |
| WGO | WINNEBAGO INDS INC | $172.61万 | 0.14% | 55,253 | 33,790 | 157.4% | $105.56万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $172.70万 | 0.14% | 5,226 | 189 | 3.8% | $6.25万 | 加仓 |
| OGS | ONE GAS INC | $172.85万 | 0.14% | 22,428 | 7,607 | 51.3% | $58.63万 | 加仓 |
| CNXN | PC CONNECTION INC | $173.27万 | 0.14% | 23,739 | 23,739 | — | $173.27万 | 新建仓 |
| SPSC | SPS COMM INC | $173.63万 | 0.14% | 30,370 | 18,460 | 155.0% | $105.54万 | 加仓 |