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 |
|---|---|---|---|---|---|---|---|---|
| HUBS | HUBSPOT INC | $227.40万 | 0.22% | 9,316 | 6,388 | 218.2% | $155.93万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $228.66万 | 0.22% | 10,592 | 798 | 8.1% | $17.23万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $228.67万 | 0.22% | 39,714 | 1,425 | 3.7% | $8.21万 | 加仓 |
| ADBE | ADOBE INC | $229.71万 | 0.22% | 9,450 | 2,154 | 29.5% | $52.36万 | 加仓 |
| VEEV | VEEVA SYS INC | $230.18万 | 0.22% | 13,104 | 902 | 7.4% | $15.84万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $231.74万 | 0.22% | 4,779 | 4,779 | — | $231.74万 | 新建仓 |
| HD | HOME DEPOT INC | $232.16万 | 0.22% | 7,059 | -6,778 | -49.0% | -$222.92万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $234.95万 | 0.23% | 3,228 | 144 | 4.7% | $10.48万 | 加仓 |
| MTN | VAIL RESORTS INC | $234.98万 | 0.23% | 18,312 | 2,831 | 18.3% | $36.33万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $236.02万 | 0.23% | 5,311 | 1,026 | 23.9% | $45.60万 | 加仓 |
| BFC | BANK FIRST CORP | $236.40万 | 0.23% | 17,503 | 100 | 0.6% | $1.35万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $236.88万 | 0.23% | 8,928 | 3,848 | 75.7% | $102.10万 | 加仓 |
| AZZ | AZZ INC | $237.87万 | 0.23% | 19,010 | 9,396 | 97.7% | $117.57万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $239.14万 | 0.23% | 15,620 | 5,734 | 58.0% | $87.79万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $239.29万 | 0.23% | 12,210 | 257 | 2.2% | $5.04万 | 加仓 |
| TTD | THE TRADE DESK INC | $240.08万 | 0.23% | 105,810 | 78,484 | 287.2% | $178.08万 | 加仓 |
| TXN | TEXAS INSTRS INC | $242.73万 | 0.23% | 12,503 | -1,356 | -9.8% | -$26.33万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $243.27万 | 0.23% | 12,940 | 446 | 3.6% | $8.38万 | 加仓 |
| R | RYDER SYS INC | $245.75万 | 0.24% | 12,005 | 5,897 | 96.5% | $120.72万 | 加仓 |
| WMK | WEIS MKTS INC | $245.99万 | 0.24% | 35,969 | 11,128 | 44.8% | $76.10万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $246.90万 | 0.24% | 61,250 | -1,960 | -3.1% | -$7.90万 | 减仓 |
| OKTA | OKTA INC | $248.08万 | 0.24% | 31,518 | 12,880 | 69.1% | $101.38万 | 加仓 |
| WDAY | WORKDAY INC | $249.00万 | 0.24% | 19,166 | 9,616 | 100.7% | $124.93万 | 加仓 |
| HWKN | HAWKINS INC | $249.52万 | 0.24% | 16,245 | 7,190 | 79.4% | $110.44万 | 加仓 |
| OKE | ONEOK INC NEW | $250.69万 | 0.24% | 27,734 | 749 | 2.8% | $6.77万 | 加仓 |
| PSMT | PRICESMART INC | $250.91万 | 0.24% | 16,672 | 8,168 | 96.0% | $122.93万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $252.93万 | 0.24% | 8,999 | -27 | -0.3% | -$7,589 | 减仓 |
| IMKTA | INGLES MKTS INC | $254.88万 | 0.25% | 28,355 | 14,072 | 98.5% | $126.49万 | 加仓 |
| BKU | BANKUNITED INC | $255.13万 | 0.25% | 56,494 | 320 | 0.6% | $1.45万 | 加仓 |
| SO | SOUTHERN CO | $256.13万 | 0.25% | 26,536 | 742 | 2.9% | $7.16万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $256.32万 | 0.25% | 12,314 | 18 | 0.1% | $3,747 | 加仓 |
| DDOG | DATADOG INC | $258.58万 | 0.25% | 21,904 | 7,745 | 54.7% | $91.43万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $258.76万 | 0.25% | 3,799 | 170 | 4.7% | $11.58万 | 加仓 |
| PAYX | PAYCHEX INC | $261.24万 | 0.25% | 28,359 | 1,941 | 7.3% | $17.88万 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $262.72万 | 0.25% | 101,438 | 49,869 | 96.7% | $129.16万 | 加仓 |
| DORM | DORMAN PRODS INC | $265.12万 | 0.26% | 25,404 | 7,494 | 41.8% | $78.21万 | 加仓 |
| EOG | EOG RES INC | $265.20万 | 0.26% | 18,344 | 4,850 | 35.9% | $70.12万 | 加仓 |
| CSGP | COSTAR GROUP INC | $266.48万 | 0.26% | 66,059 | 25,249 | 61.9% | $101.85万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $267.84万 | 0.26% | 42,758 | 242 | 0.6% | $1.52万 | 加仓 |
| COP | CONOCOPHILLIPS | $270.16万 | 0.26% | 20,467 | 6,133 | 42.8% | $80.95万 | 加仓 |
| PINS | PINTEREST INC | $270.21万 | 0.26% | 147,335 | 105,628 | 253.3% | $193.72万 | 加仓 |
| SCI | SERVICE CORP INTL | $272.22万 | 0.26% | 32,992 | 892 | 2.8% | $7.36万 | 加仓 |
| ABCB | AMERIS BANCORP | $272.65万 | 0.26% | 34,959 | 196 | 0.6% | $1.53万 | 加仓 |
| PLXS | PLEXUS CORP | $279.69万 | 0.27% | 13,809 | 6,775 | 96.3% | $137.22万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $280.11万 | 0.27% | 2,221 | 697 | 45.7% | $87.91万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $281.75万 | 0.27% | 38,427 | 18,804 | 95.8% | $137.87万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $282.49万 | 0.27% | 118,644 | 3,253 | 2.8% | $7.75万 | 加仓 |
| ROG | ROGERS CORP | $284.00万 | 0.27% | 26,460 | 13,176 | 99.2% | $141.42万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $285.47万 | 0.28% | 72,472 | 28,404 | 64.5% | $111.88万 | 加仓 |
| DXCM | DEXCOM INC | $285.53万 | 0.28% | 45,466 | 17,777 | 64.2% | $111.64万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $285.54万 | 0.28% | 8,273 | 221 | 2.7% | $7.63万 | 加仓 |
| AMGN | AMGEN INC | $286.41万 | 0.28% | 8,140 | 213 | 2.7% | $7.49万 | 加仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $290.09万 | 0.28% | 128,644 | 63,053 | 96.1% | $142.18万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $294.62万 | 0.28% | 65,037 | 7,028 | 12.1% | $31.84万 | 加仓 |
| MRK | MERCK & CO INC | $295.00万 | 0.28% | 24,524 | 12,141 | 98.0% | $146.04万 | 加仓 |
| APP | APPLOVIN CORP | $296.75万 | 0.29% | 7,456 | -14,204 | -65.6% | -$565.32万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $296.91万 | 0.29% | 88,079 | 43,398 | 97.1% | $146.29万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $302.66万 | 0.29% | 65,145 | 65,145 | — | $302.66万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $302.69万 | 0.29% | 8,819 | 241 | 2.8% | $8.27万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $308.37万 | 0.30% | 33,406 | -11,251 | -25.2% | -$103.86万 | 减仓 |
| GRMN | GARMIN LTD | $308.69万 | 0.30% | 13,305 | 368 | 2.8% | $8.54万 | 加仓 |
| TKR | TIMKEN CO | $310.52万 | 0.30% | 30,876 | 1,036 | 3.5% | $10.42万 | 加仓 |
| ABBV | ABBVIE INC | $311.68万 | 0.30% | 14,331 | 824 | 6.1% | $17.92万 | 加仓 |
| ORCL | ORACLE CORP | $313.62万 | 0.30% | 21,319 | 758 | 3.7% | $11.15万 | 加仓 |
| PLAB | PHOTRONICS INC | $313.90万 | 0.30% | 77,680 | 435 | 0.6% | $1.76万 | 加仓 |
| MYRG | MYR GROUP INC | $313.94万 | 0.30% | 11,120 | 7 | 0.1% | $1,976 | 加仓 |
| P | EVERPURE INC | $314.55万 | 0.30% | 53,278 | 27,554 | 107.1% | $162.68万 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $323.52万 | 0.31% | 59,448 | 29,371 | 97.7% | $159.84万 | 加仓 |
| LOW | LOWES COS INC | $324.55万 | 0.31% | 13,736 | 733 | 5.6% | $17.32万 | 加仓 |
| PEN | PENUMBRA INC | $327.68万 | 0.32% | 9,979 | -1,547 | -13.4% | -$50.80万 | 减仓 |
| HRL | HORMEL FOODS CORP | $332.68万 | 0.32% | 146,878 | 10,928 | 8.0% | $24.75万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $332.80万 | 0.32% | 16,669 | 94 | 0.6% | $1.88万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $334.46万 | 0.32% | 54,516 | 1,272 | 2.4% | $7.80万 | 加仓 |
| CRAI | CRA INTL INC | $335.63万 | 0.32% | 20,733 | 4,679 | 29.1% | $75.74万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $337.14万 | 0.32% | 32,191 | 183 | 0.6% | $1.92万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $340.24万 | 0.33% | 8,715 | 1,303 | 17.6% | $50.87万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $340.91万 | 0.33% | 124,282 | 1,854 | 1.5% | $5.09万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $343.10万 | 0.33% | 29,310 | 697 | 2.4% | $8.16万 | 加仓 |
| ACM | AECOM | $347.77万 | 0.34% | 41,001 | 3,073 | 8.1% | $26.07万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $349.11万 | 0.34% | 23,866 | -45,615 | -65.7% | -$667.26万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $353.96万 | 0.34% | 33,481 | 183 | 0.5% | $1.93万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $355.81万 | 0.34% | 106,117 | 2,928 | 2.8% | $9.82万 | 加仓 |
| FSLR | FIRST SOLAR INC | $359.64万 | 0.35% | 18,232 | 15,966 | 704.6% | $314.95万 | 加仓 |
| ADI | ANALOG DEVICES INC | $360.04万 | 0.35% | 11,317 | -530 | -4.5% | -$16.86万 | 减仓 |
| FIVE | FIVE BELOW INC | $361.25万 | 0.35% | 15,811 | -2,774 | -14.9% | -$63.38万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $362.72万 | 0.35% | 8,123 | -282 | -3.4% | -$12.59万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $369.93万 | 0.36% | 26,543 | -23,010 | -46.4% | -$320.69万 | 减仓 |
| SYK | STRYKER CORPORATION | $370.06万 | 0.36% | 11,262 | 458 | 4.2% | $15.05万 | 加仓 |
| GLD | SPDR GOLD TR | $371.60万 | 0.36% | 8,636 | 374 | 4.5% | $16.09万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $374.48万 | 0.36% | 3,542 | 941 | 36.2% | $99.49万 | 加仓 |
| CRM | SALESFORCE INC | $377.84万 | 0.36% | 20,241 | -1,130 | -5.3% | -$21.09万 | 减仓 |
| FORM | FORMFACTOR INC | $388.23万 | 0.37% | 40,028 | 228 | 0.6% | $2.21万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $395.75万 | 0.38% | 5,122 | 662 | 14.8% | $51.15万 | 加仓 |
| LII | LENNOX INTL INC | $405.00万 | 0.39% | 8,726 | 1,403 | 19.2% | $65.12万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $405.05万 | 0.39% | 163,591 | 23,693 | 16.9% | $58.66万 | 加仓 |
| ARCB | ARCBEST CORP | $408.45万 | 0.39% | 41,526 | 14,646 | 54.5% | $144.06万 | 加仓 |
| AMAT | APPLIED MATLS INC | $415.45万 | 0.40% | 12,155 | -2,424 | -16.6% | -$82.85万 | 减仓 |
| ALAB | ASTERA LABS INC | $415.72万 | 0.40% | 37,931 | -14,581 | -27.8% | -$159.81万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $426.58万 | 0.41% | 58,871 | -12,143 | -17.1% | -$87.99万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $427.06万 | 0.41% | 8,912 | 279 | 3.2% | $13.37万 | 加仓 |