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 |
|---|---|---|---|---|---|---|---|---|
| PCAR | PACCAR INC | $143.91万 | 0.14% | 12,460 | 57 | 0.5% | $6,584 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $146.07万 | 0.14% | 3,845 | 10 | 0.3% | $3,799 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $147.51万 | 0.14% | 10,271 | 921 | 9.9% | $13.23万 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $147.69万 | 0.14% | 43,889 | 8,862 | 25.3% | $29.82万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $148.15万 | 0.14% | 41,756 | 15,507 | 59.1% | $55.02万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $148.16万 | 0.14% | 6,828 | -511 | -7.0% | -$11.09万 | 减仓 |
| BCC | BOISE CASCADE CO DEL | $148.41万 | 0.14% | 19,566 | 227 | 1.2% | $1.72万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $149.27万 | 0.14% | 14,719 | 35 | 0.2% | $3,549 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $149.61万 | 0.14% | 19,725 | -1,014 | -4.9% | -$7.69万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $150.31万 | 0.14% | 15,539 | 113 | 0.7% | $1.09万 | 加仓 |
| — | ATKORE INC | $151.26万 | 0.15% | 25,677 | 12,964 | 102.0% | $76.37万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $151.62万 | 0.15% | 9,594 | 162 | 1.7% | $2.56万 | 加仓 |
| THG | HANOVER INS GROUP INC | $151.70万 | 0.15% | 8,751 | -4,813 | -35.5% | -$83.43万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $152.42万 | 0.15% | 11,935 | 544 | 4.8% | $6.95万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $153.17万 | 0.15% | 5,037 | 397 | 8.6% | $12.07万 | 加仓 |
| ALV | AUTOLIV INC | $153.46万 | 0.15% | 14,593 | 467 | 3.3% | $4.91万 | 加仓 |
| VCEL | VERICEL CORP | $154.29万 | 0.15% | 47,962 | 4,683 | 10.8% | $15.07万 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $154.94万 | 0.15% | 7,548 | 35 | 0.5% | $7,184 | 加仓 |
| SSTK | SHUTTERSTOCK INC | $155.37万 | 0.15% | 93,542 | 48,083 | 105.8% | $79.87万 | 加仓 |
| O | REALTY INCOME CORP | $156.95万 | 0.15% | 25,653 | 1,032 | 4.2% | $6.31万 | 加仓 |
| CHE | CHEMED CORP NEW | $157.33万 | 0.15% | 4,165 | -2,781 | -40.0% | -$105.05万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $157.39万 | 0.15% | 18,208 | 8,994 | 97.6% | $77.74万 | 加仓 |
| AYI | ACUITY INC | $159.95万 | 0.15% | 5,708 | 256 | 4.7% | $7.17万 | 加仓 |
| MUSA | MURPHY USA INC | $160.64万 | 0.15% | 3,252 | 204 | 6.7% | $10.08万 | 加仓 |
| USB | US BANCORP | $160.94万 | 0.16% | 30,944 | 962 | 3.2% | $5.00万 | 加仓 |
| LIN | LINDE PLC | $162.11万 | 0.16% | 3,270 | 288 | 9.7% | $14.28万 | 加仓 |
| GPC | GENUINE PARTS CO | $162.14万 | 0.16% | 15,332 | 413 | 2.8% | $4.37万 | 加仓 |
| TRNS | TRANSCAT INC | $162.77万 | 0.16% | 22,161 | 11,564 | 109.1% | $84.94万 | 加仓 |
| ROL | ROLLINS INC | $163.81万 | 0.16% | 30,671 | -43 | -0.1% | -$2,297 | 减仓 |
| IIIN | INSTEEL INDS INC | $164.01万 | 0.16% | 48,798 | 24,266 | 98.9% | $81.56万 | 加仓 |
| CACI | CACI INTL INC | $166.10万 | 0.16% | 3,054 | 141 | 4.8% | $7.67万 | 加仓 |
| KAI | KADANT INC | $167.25万 | 0.16% | 5,721 | 2,840 | 98.6% | $83.03万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $168.54万 | 0.16% | 18,266 | 1,040 | 6.0% | $9.60万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $169.79万 | 0.16% | 4,959 | 658 | 15.3% | $22.53万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $170.51万 | 0.16% | 21,543 | 115 | 0.5% | $9,102 | 加仓 |
| PKG | PACKAGING CORP AMER | $170.84万 | 0.16% | 8,050 | 433 | 5.7% | $9.19万 | 加仓 |
| TRMB | TRIMBLE INC | $171.20万 | 0.16% | 26,246 | -37 | -0.1% | -$2,414 | 减仓 |
| TW | TRADEWEB MKTS INC | $171.31万 | 0.17% | 14,560 | -24 | -0.2% | -$2,824 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $173.85万 | 0.17% | 13,757 | 6,833 | 98.7% | $86.35万 | 加仓 |
| SEIC | SEI INVTS CO | $175.15万 | 0.17% | 22,320 | -34 | -0.2% | -$2,668 | 减仓 |
| HCKT | HACKETT GROUP INC | $175.79万 | 0.17% | 135,116 | 37,296 | 38.1% | $48.52万 | 加仓 |
| SOLV | SOLVENTUM CORP | $177.90万 | 0.17% | 27,243 | -32,536 | -54.4% | -$212.46万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $178.20万 | 0.17% | 113,866 | 3,174 | 2.9% | $4.97万 | 加仓 |
| MMM | 3M CO | $178.26万 | 0.17% | 12,274 | 331 | 2.8% | $4.81万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $178.64万 | 0.17% | 27,641 | -7,162 | -20.6% | -$46.29万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $180.94万 | 0.17% | 29,833 | 1,818 | 6.5% | $11.03万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $181.01万 | 0.17% | 5,045 | 1,897 | 60.3% | $68.06万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $181.84万 | 0.18% | 1,569 | 298 | 23.4% | $34.54万 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $182.20万 | 0.18% | 81,851 | 38,995 | 91.0% | $86.80万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $186.60万 | 0.18% | 12,903 | -21 | -0.2% | -$3,037 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $187.48万 | 0.18% | 2,748 | -1,310 | -32.3% | -$89.37万 | 减仓 |
| MKSI | MKS INC. | $190.19万 | 0.18% | 8,276 | 55 | 0.7% | $1.26万 | 加仓 |
| SRCE | 1ST SOURCE CORP | $190.37万 | 0.18% | 27,506 | 154 | 0.6% | $1.07万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $191.87万 | 0.18% | 26,674 | 1,993 | 8.1% | $14.34万 | 加仓 |
| CSV | CARRIAGE SVCS INC | $192.04万 | 0.19% | 42,058 | 20,815 | 98.0% | $95.04万 | 加仓 |
| — | SELECT MED HLDGS CORP | $193.07万 | 0.19% | 118,519 | 57,608 | 94.6% | $93.84万 | 加仓 |
| BYD | BOYD GAMING CORP | $193.48万 | 0.19% | 23,544 | 1,025 | 4.6% | $8.42万 | 加仓 |
| CGNX | COGNEX CORP | $193.73万 | 0.19% | 39,545 | 6,593 | 20.0% | $32.30万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $194.12万 | 0.19% | 20,660 | 895 | 4.5% | $8.41万 | 加仓 |
| AVNT | AVIENT CORPORATION | $194.93万 | 0.19% | 53,700 | 24,523 | 84.0% | $89.02万 | 加仓 |
| PODD | INSULET CORP | $194.94万 | 0.19% | 9,290 | 479 | 5.4% | $10.05万 | 加仓 |
| CROX | CROCS INC | $195.93万 | 0.19% | 23,600 | 11,384 | 93.2% | $94.51万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $196.58万 | 0.19% | 1,798 | -2,435 | -57.5% | -$266.23万 | 减仓 |
| BMI | BADGER METER INC | $197.46万 | 0.19% | 12,961 | 233 | 1.8% | $3.55万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $197.72万 | 0.19% | 34,512 | 5,673 | 19.7% | $32.50万 | 加仓 |
| DTM | DT MIDSTREAM INC | $198.42万 | 0.19% | 14,734 | 109 | 0.7% | $1.47万 | 加仓 |
| OTTR | OTTER TAIL CORP | $198.91万 | 0.19% | 22,663 | 11,087 | 95.8% | $97.31万 | 加仓 |
| RL | RALPH LAUREN CORP | $199.93万 | 0.19% | 5,812 | 261 | 4.7% | $8.98万 | 加仓 |
| EPAM | EPAM SYS INC | $201.85万 | 0.19% | 14,908 | 3,231 | 27.7% | $43.75万 | 加仓 |
| BX | BLACKSTONE INC | $202.74万 | 0.20% | 17,631 | -71 | -0.4% | -$8,164 | 减仓 |
| TJX | TJX COS INC NEW | $203.22万 | 0.20% | 12,725 | -1,686 | -11.7% | -$26.93万 | 减仓 |
| TPB | TURNING PT BRANDS INC | $203.77万 | 0.20% | 23,478 | 11,477 | 95.6% | $99.61万 | 加仓 |
| ENTG | ENTEGRIS INC | $204.04万 | 0.20% | 17,404 | 5,069 | 41.1% | $59.43万 | 加仓 |
| THRM | GENTHERM INC | $204.47万 | 0.20% | 73,604 | 32,586 | 79.4% | $90.52万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $205.48万 | 0.20% | 4,330 | -2,258 | -34.3% | -$107.16万 | 减仓 |
| MSA | MSA SAFETY INC | $206.12万 | 0.20% | 12,572 | 2,888 | 29.8% | $47.35万 | 加仓 |
| OMC | OMNICOM GROUP INC | $206.39万 | 0.20% | 27,405 | 1,392 | 5.4% | $10.48万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $206.47万 | 0.20% | 6,441 | -106 | -1.6% | -$3.40万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $206.71万 | 0.20% | 79,140 | 2,072 | 2.7% | $5.41万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $206.89万 | 0.20% | 30,313 | 19,775 | 187.7% | $134.96万 | 加仓 |
| ZS | ZSCALER INC | $207.21万 | 0.20% | 14,770 | 5,622 | 61.5% | $78.87万 | 加仓 |
| MET | METLIFE INC | $207.61万 | 0.20% | 29,357 | 810 | 2.8% | $5.73万 | 加仓 |
| NTAP | NETAPP INC | $208.36万 | 0.20% | 20,350 | 552 | 2.8% | $5.65万 | 加仓 |
| MLI | MUELLER INDS INC | $209.05万 | 0.20% | 18,867 | 141 | 0.8% | $1.56万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $209.11万 | 0.20% | 8,627 | 3,595 | 71.4% | $87.14万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $211.08万 | 0.20% | 4,864 | 553 | 12.8% | $24.00万 | 加仓 |
| QCOM | QUALCOMM INC | $212.19万 | 0.20% | 16,477 | -2,314 | -12.3% | -$29.80万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $212.34万 | 0.20% | 4,422 | -296 | -6.3% | -$14.21万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $212.86万 | 0.21% | 10,181 | 276 | 2.8% | $5.77万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $212.95万 | 0.21% | 46,476 | 46,476 | — | $212.95万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $213.71万 | 0.21% | 7,362 | 3,611 | 96.3% | $104.82万 | 加仓 |
| FE | FIRSTENERGY CORP | $218.41万 | 0.21% | 43,112 | 1,193 | 2.8% | $6.04万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $219.19万 | 0.21% | 34,930 | 34,930 | — | $219.19万 | 新建仓 |
| CTAS | CINTAS CORP | $220.17万 | 0.21% | 13,017 | 3,475 | 36.4% | $58.78万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $220.53万 | 0.21% | 4,219 | -1,151 | -21.4% | -$60.16万 | 减仓 |
| GWW | WW GRAINGER INC | $221.11万 | 0.21% | 2,027 | 229 | 12.7% | $24.98万 | 加仓 |
| SLV | ISHARES SILVER TR | $222.35万 | 0.21% | 32,632 | 1,403 | 4.5% | $9.56万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $222.95万 | 0.21% | 11,410 | 1,941 | 20.5% | $37.93万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $225.41万 | 0.22% | 7,407 | 258 | 3.6% | $7.85万 | 加仓 |
| RMBS | RAMBUS INC DEL | $225.58万 | 0.22% | 26,221 | -38 | -0.1% | -$3,269 | 减仓 |