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 |
|---|---|---|---|---|---|---|---|---|
| HUBS | HUBSPOT INC | $175.10万 | 0.14% | 9,594 | 278 | 3.0% | $5.07万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $176.42万 | 0.14% | 30,618 | 785 | 2.6% | $4.52万 | 加仓 |
| BRKR | BRUKER CORP | $176.83万 | 0.14% | 29,384 | -88 | -0.3% | -$5,296 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $176.99万 | 0.14% | 9,666 | 9,666 | — | $176.99万 | 新建仓 |
| NBTB | NBT BANCORP INC | $177.99万 | 0.14% | 36,052 | 36,052 | — | $177.99万 | 新建仓 |
| ALV | AUTOLIV INC | $178.17万 | 0.14% | 15,337 | 744 | 5.1% | $8.64万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $178.55万 | 0.14% | 15,638 | 18 | 0.1% | $2,055 | 加仓 |
| CATY | CATHAY GEN BANCORP | $178.95万 | 0.14% | 28,867 | 28,867 | — | $178.95万 | 新建仓 |
| STBA | S & T BANCORP INC | $179.75万 | 0.15% | 36,623 | 36,623 | — | $179.75万 | 新建仓 |
| MUSA | MURPHY USA INC | $179.98万 | 0.15% | 3,340 | 88 | 2.7% | $4.74万 | 加仓 |
| CSV | CARRIAGE SVCS INC | $181.08万 | 0.15% | 47,230 | 5,172 | 12.3% | $19.83万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $181.94万 | 0.15% | 6,221 | 1,262 | 25.4% | $36.91万 | 加仓 |
| LIN | LINDE PLC | $183.55万 | 0.15% | 3,537 | 267 | 8.2% | $13.86万 | 加仓 |
| WASH | WASHINGTON TR BANCORP INC | $183.91万 | 0.15% | 50,414 | 14,245 | 39.4% | $51.97万 | 加仓 |
| GPC | GENUINE PARTS CO | $185.43万 | 0.15% | 15,717 | 385 | 2.5% | $4.54万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $185.48万 | 0.15% | 21,421 | 9,094 | 73.8% | $78.74万 | 加仓 |
| SAFT | SAFETY INS GROUP INC | $185.59万 | 0.15% | 24,791 | 8,208 | 49.5% | $61.45万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $186.15万 | 0.15% | 13,368 | 4,758 | 55.3% | $66.26万 | 加仓 |
| MOV | MOVADO GROUP INC | $186.46万 | 0.15% | 47,433 | 635 | 1.4% | $2.50万 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $186.54万 | 0.15% | 82,356 | 11,223 | 15.8% | $25.42万 | 加仓 |
| LZB | LA Z BOY INC | $186.98万 | 0.15% | 46,604 | 5,121 | 12.3% | $20.55万 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $187.16万 | 0.15% | 55,143 | 55,143 | — | $187.16万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $188.28万 | 0.15% | 1,362 | -436 | -24.2% | -$60.27万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $189.12万 | 0.15% | 15,441 | 1,684 | 12.2% | $20.63万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $189.46万 | 0.15% | 4,201 | -18 | -0.4% | -$8,118 | 减仓 |
| CALM | CAL MAINE FOODS INC | $189.82万 | 0.15% | 23,562 | 2,019 | 9.4% | $16.27万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $190.20万 | 0.15% | 1,971 | 29 | 1.5% | $2.80万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $190.82万 | 0.15% | 9,227 | 762 | 9.0% | $15.76万 | 加仓 |
| SLV | ISHARES SILVER TR | $191.62万 | 0.15% | 35,837 | 3,205 | 9.8% | $17.14万 | 加仓 |
| USB | US BANCORP | $191.87万 | 0.15% | 31,767 | 823 | 2.7% | $4.97万 | 加仓 |
| TJX | TJX COS INC NEW | $192.47万 | 0.16% | 12,704 | -21 | -0.2% | -$3,182 | 减仓 |
| THG | HANOVER INS GROUP INC | $192.69万 | 0.16% | 8,999 | 248 | 2.8% | $5.31万 | 加仓 |
| STAA | STAAR SURGICAL CO | $193.90万 | 0.16% | 67,583 | 31,505 | 87.3% | $90.39万 | 加仓 |
| ADBE | ADOBE INC | $194.13万 | 0.16% | 9,469 | 19 | 0.2% | $3,895 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $194.66万 | 0.16% | 4,448 | 118 | 2.7% | $5.16万 | 加仓 |
| TTD | THE TRADE DESK INC | $195.74万 | 0.16% | 108,266 | 2,456 | 2.3% | $4.44万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $196.62万 | 0.16% | 27,248 | 574 | 2.2% | $4.14万 | 加仓 |
| PKG | PACKAGING CORP AMER | $197.15万 | 0.16% | 8,274 | 224 | 2.8% | $5.34万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $199.44万 | 0.16% | 3,766 | -656 | -14.8% | -$34.74万 | 减仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $201.05万 | 0.16% | 89,995 | 8,144 | 9.9% | $18.19万 | 加仓 |
| KAI | KADANT INC | $201.45万 | 0.16% | 6,411 | 690 | 12.1% | $21.68万 | 加仓 |
| ASML | ASML HLDG NV | $201.73万 | 0.16% | 1,014 | 80 | 8.6% | $15.92万 | 加仓 |
| BX | BLACKSTONE INC | $202.91万 | 0.16% | 17,244 | -387 | -2.2% | -$4.55万 | 减仓 |
| OMC | OMNICOM GROUP INC | $203.35万 | 0.16% | 27,921 | 516 | 1.9% | $3.76万 | 加仓 |
| MMM | 3M CO | $204.14万 | 0.16% | 12,608 | 334 | 2.7% | $5.41万 | 加仓 |
| PEN | PENUMBRA INC | $204.67万 | 0.17% | 6,482 | -3,497 | -35.0% | -$110.42万 | 减仓 |
| SRCE | 1ST SOURCE CORP | $206.18万 | 0.17% | 25,273 | -2,233 | -8.1% | -$18.22万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $207.11万 | 0.17% | 116,812 | 2,946 | 2.6% | $5.22万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $207.52万 | 0.17% | 4,997 | 133 | 2.7% | $5.52万 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $207.56万 | 0.17% | 26,737 | 7,171 | 36.7% | $55.67万 | 加仓 |
| FE | FIRSTENERGY CORP | $210.26万 | 0.17% | 44,227 | 1,115 | 2.6% | $5.30万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $210.33万 | 0.17% | 37,505 | -5,253 | -12.3% | -$29.46万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $213.31万 | 0.17% | 7,979 | -9 | -0.1% | -$2,406 | 减仓 |
| BYD | BOYD GAMING CORP | $213.36万 | 0.17% | 24,155 | 611 | 2.6% | $5.40万 | 加仓 |
| BKU | BANKUNITED INC | $213.58万 | 0.17% | 44,082 | -12,412 | -22.0% | -$60.14万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $214.06万 | 0.17% | 1,607 | 38 | 2.4% | $5.06万 | 加仓 |
| BFC | BANK FIRST CORP | $214.37万 | 0.17% | 14,450 | -3,053 | -17.4% | -$45.29万 | 减仓 |
| ZS | ZSCALER INC | $214.58万 | 0.17% | 15,202 | 432 | 2.9% | $6.10万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $215.07万 | 0.17% | 27,478 | -163 | -0.6% | -$1.28万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $215.73万 | 0.17% | 55,702 | 1,186 | 2.2% | $4.59万 | 加仓 |
| DTM | DT MIDSTREAM INC | $216.24万 | 0.17% | 14,736 | 2 | 0.0% | $293 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $216.71万 | 0.17% | 113,998 | 12,560 | 12.4% | $23.88万 | 加仓 |
| MSA | MSA SAFETY INC | $217.96万 | 0.18% | 12,485 | -87 | -0.7% | -$1.52万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $218.50万 | 0.18% | 19,695 | -30 | -0.2% | -$3,328 | 减仓 |
| COP | CONOCOPHILLIPS | $218.96万 | 0.18% | 21,062 | 595 | 2.9% | $6.19万 | 加仓 |
| — | ATKORE INC | $219.42万 | 0.18% | 28,856 | 3,179 | 12.4% | $24.17万 | 加仓 |
| — | SELECT MED HLDGS CORP | $219.44万 | 0.18% | 132,915 | 14,396 | 12.1% | $23.77万 | 加仓 |
| AVNT | AVIENT CORPORATION | $220.32万 | 0.18% | 59,611 | 5,911 | 11.0% | $21.85万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $220.71万 | 0.18% | 6,410 | -31 | -0.5% | -$1.07万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $220.91万 | 0.18% | 18,572 | 306 | 1.7% | $3.64万 | 加仓 |
| AYI | ACUITY INC | $220.99万 | 0.18% | 5,867 | 159 | 2.8% | $5.99万 | 加仓 |
| TPB | TURNING PT BRANDS INC | $223.55万 | 0.18% | 26,359 | 2,881 | 12.3% | $24.43万 | 加仓 |
| AIN | ALBANY INTL CORP | $224.34万 | 0.18% | 30,113 | 3,289 | 12.3% | $24.50万 | 加仓 |
| AMBA | AMBARELLA INC | $225.16万 | 0.18% | 26,242 | 9,169 | 53.7% | $78.67万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $225.53万 | 0.18% | 71,348 | 6,311 | 9.7% | $19.95万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $225.85万 | 0.18% | 4,919 | 140 | 2.9% | $6.43万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $226.01万 | 0.18% | 22,073 | -11,408 | -34.1% | -$116.81万 | 减仓 |
| CTAS | CINTAS CORP | $226.67万 | 0.18% | 13,327 | 310 | 2.4% | $5.27万 | 加仓 |
| ABCB | AMERIS BANCORP | $228.24万 | 0.18% | 25,287 | -9,672 | -27.7% | -$87.30万 | 减仓 |
| TRNS | TRANSCAT INC | $231.14万 | 0.19% | 24,915 | 2,754 | 12.4% | $25.55万 | 加仓 |
| MLI | MUELLER INDS INC | $231.66万 | 0.19% | 18,845 | -22 | -0.1% | -$2,704 | 减仓 |
| RMBS | RAMBUS INC DEL | $233.36万 | 0.19% | 17,580 | -8,641 | -33.0% | -$114.70万 | 减仓 |
| BMI | BADGER METER INC | $234.94万 | 0.19% | 15,834 | 2,873 | 22.2% | $42.63万 | 加仓 |
| CSGP | COSTAR GROUP INC | $235.28万 | 0.19% | 83,079 | 17,020 | 25.8% | $48.20万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $235.53万 | 0.19% | 7,599 | 192 | 2.6% | $5.95万 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $235.56万 | 0.19% | 22,505 | -17,801 | -44.2% | -$186.32万 | 减仓 |
| GSAT | GLOBALSTAR INC | $239.49万 | 0.19% | 29,461 | -46,018 | -61.0% | -$374.08万 | 减仓 |
| RL | RALPH LAUREN CORP | $239.88万 | 0.19% | 5,976 | 164 | 2.8% | $6.58万 | 加仓 |
| VEEV | VEEVA SYS INC | $240.81万 | 0.19% | 13,569 | 465 | 3.5% | $8.25万 | 加仓 |
| WDAY | WORKDAY INC | $240.92万 | 0.19% | 19,680 | 514 | 2.7% | $6.29万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $243.08万 | 0.20% | 31,248 | 935 | 3.1% | $7.27万 | 加仓 |
| EOG | EOG RES INC | $244.98万 | 0.20% | 18,884 | 540 | 2.9% | $7.01万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $245.23万 | 0.20% | 81,201 | 2,061 | 2.6% | $6.22万 | 加仓 |
| HCKT | HACKETT GROUP INC | $245.68万 | 0.20% | 228,112 | 92,996 | 68.8% | $100.16万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $246.74万 | 0.20% | 8,491 | 218 | 2.6% | $6.33万 | 加仓 |
| OKE | ONEOK INC NEW | $247.41万 | 0.20% | 28,458 | 724 | 2.6% | $6.29万 | 加仓 |
| COHU | COHU INC | $248.13万 | 0.20% | 33,572 | 585 | 1.8% | $4.32万 | 加仓 |
| PODD | INSULET CORP | $248.38万 | 0.20% | 16,314 | 7,024 | 75.6% | $106.94万 | 加仓 |
| VCEL | VERICEL CORP | $249.37万 | 0.20% | 56,051 | 8,089 | 16.9% | $35.99万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $250.02万 | 0.20% | 5,450 | 139 | 2.6% | $6.38万 | 加仓 |