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 |
|---|---|---|---|---|---|---|---|---|
| SXT | SENSIENT TECHNOLOGIES CORP | $252.08万 | 0.20% | 20,446 | 2,238 | 12.3% | $27.59万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $252.47万 | 0.20% | 78,775 | -45,507 | -36.6% | -$145.85万 | 减仓 |
| HD | HOME DEPOT INC | $252.91万 | 0.20% | 7,171 | 112 | 1.6% | $3.95万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $254.12万 | 0.21% | 11,732 | 322 | 2.8% | $6.97万 | 加仓 |
| MET | METLIFE INC | $255.13万 | 0.21% | 30,154 | 797 | 2.7% | $6.74万 | 加仓 |
| HWKN | HAWKINS INC | $256.63万 | 0.21% | 18,060 | 1,815 | 11.2% | $25.79万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $259.05万 | 0.21% | 9,212 | 585 | 6.8% | $16.45万 | 加仓 |
| SCI | SERVICE CORP INTL | $260.51万 | 0.21% | 34,296 | 1,304 | 4.0% | $9.91万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $261.58万 | 0.21% | 8,781 | 97 | 1.1% | $2.89万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $263.63万 | 0.21% | 3,317 | 89 | 2.8% | $7.07万 | 加仓 |
| PLAB | PHOTRONICS INC | $264.37万 | 0.21% | 81,271 | 3,591 | 4.6% | $11.68万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $265.76万 | 0.21% | 12,539 | 329 | 2.7% | $6.97万 | 加仓 |
| SO | SOUTHERN CO | $266.28万 | 0.21% | 27,822 | 1,286 | 4.8% | $12.31万 | 加仓 |
| CGNX | COGNEX CORP | $273.33万 | 0.22% | 37,743 | -1,802 | -4.6% | -$13.05万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $274.19万 | 0.22% | 7,245 | 620 | 9.4% | $23.46万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $276.28万 | 0.22% | 34,274 | -238 | -0.7% | -$1.92万 | 减仓 |
| THRM | GENTHERM INC | $278.82万 | 0.22% | 81,741 | 8,137 | 11.1% | $27.76万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $280.19万 | 0.23% | 43,193 | 4,766 | 12.4% | $30.92万 | 加仓 |
| IMKTA | INGLES MKTS INC | $282.30万 | 0.23% | 31,869 | 3,514 | 12.4% | $31.13万 | 加仓 |
| CROX | CROCS INC | $284.06万 | 0.23% | 23,546 | -54 | -0.2% | -$6,515 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $284.73万 | 0.23% | 24,405 | 539 | 2.3% | $6.29万 | 加仓 |
| PAYX | PAYCHEX INC | $284.79万 | 0.23% | 28,963 | 604 | 2.1% | $5.94万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $287.06万 | 0.23% | 13,270 | 330 | 2.6% | $7.14万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $290.12万 | 0.23% | 2,271 | 50 | 2.3% | $6.39万 | 加仓 |
| ACM | AECOM | $292.39万 | 0.24% | 41,890 | 889 | 2.2% | $6.21万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $301.20万 | 0.24% | 34,641 | -26,609 | -43.4% | -$231.37万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $302.57万 | 0.24% | 3,993 | 194 | 5.1% | $14.70万 | 加仓 |
| AMGN | AMGEN INC | $302.88万 | 0.24% | 8,364 | 224 | 2.8% | $8.11万 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $305.81万 | 0.25% | 65,893 | 7,218 | 12.3% | $33.50万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $305.89万 | 0.25% | 80,539 | 8,067 | 11.1% | $30.64万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $306.73万 | 0.25% | 33,308 | -98 | -0.3% | -$9,025 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $307.15万 | 0.25% | 33,679 | 23,084 | 217.9% | $210.53万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $307.55万 | 0.25% | 98,892 | 10,813 | 12.3% | $33.63万 | 加仓 |
| ENTG | ENTEGRIS INC | $311.12万 | 0.25% | 17,298 | -106 | -0.6% | -$1.91万 | 减仓 |
| INTU | INTUIT | $313.93万 | 0.25% | 12,028 | 155 | 1.3% | $4.05万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $314.04万 | 0.25% | 9,935 | -6,734 | -40.4% | -$212.85万 | 减仓 |
| LOW | LOWES COS INC | $314.24万 | 0.25% | 14,252 | 516 | 3.8% | $11.38万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $314.76万 | 0.25% | 18,676 | 11,215 | 150.3% | $189.01万 | 加仓 |
| EXEL | EXELIXIS INC | $315.27万 | 0.25% | 57,943 | 34,486 | 147.0% | $187.64万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $317.34万 | 0.26% | 40,753 | 1,039 | 2.6% | $8.09万 | 加仓 |
| PINS | PINTEREST INC | $317.60万 | 0.26% | 151,024 | 3,689 | 2.5% | $7.76万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $318.38万 | 0.26% | 5,106 | -16 | -0.3% | -$9,977 | 减仓 |
| FORM | FORMFACTOR INC | $321.09万 | 0.26% | 20,077 | -19,951 | -49.8% | -$319.08万 | 减仓 |
| QCOM | QUALCOMM INC | $321.74万 | 0.26% | 17,411 | 934 | 5.7% | $17.26万 | 加仓 |
| MRK | MERCK & CO INC | $322.61万 | 0.26% | 25,106 | 582 | 2.4% | $7.48万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $322.87万 | 0.26% | 8,248 | 886 | 12.0% | $34.68万 | 加仓 |
| NTAP | NETAPP INC | $323.02万 | 0.26% | 20,872 | 522 | 2.6% | $8.08万 | 加仓 |
| ORCL | ORACLE CORP | $323.42万 | 0.26% | 22,069 | 750 | 3.5% | $10.99万 | 加仓 |
| SITM | SITIME CORP | $323.65万 | 0.26% | 4,341 | 4,341 | — | $323.65万 | 新建仓 |
| GRMN | GARMIN LTD | $324.55万 | 0.26% | 13,663 | 358 | 2.7% | $8.50万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $327.18万 | 0.26% | 9,236 | 417 | 4.7% | $14.77万 | 加仓 |
| CRAI | CRA INTL INC | $330.24万 | 0.27% | 23,207 | 2,474 | 11.9% | $35.21万 | 加仓 |
| AZZ | AZZ INC | $331.11万 | 0.27% | 21,355 | 2,345 | 12.3% | $36.36万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $334.34万 | 0.27% | 12,700 | 2,519 | 24.7% | $66.32万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $334.53万 | 0.27% | 9,893 | 965 | 10.8% | $32.63万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $335.29万 | 0.27% | 29,740 | 430 | 1.5% | $4.85万 | 加仓 |
| MYRG | MYR GROUP INC | $337.72万 | 0.27% | 6,749 | -4,371 | -39.3% | -$218.72万 | 减仓 |
| KR | KROGER CO | $338.47万 | 0.27% | 60,952 | 779 | 1.3% | $4.33万 | 加仓 |
| CRM | SALESFORCE INC | $340.00万 | 0.27% | 21,703 | 1,462 | 7.2% | $22.90万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $343.01万 | 0.28% | 27,150 | 607 | 2.3% | $7.67万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $348.25万 | 0.28% | 108,929 | 2,812 | 2.6% | $8.99万 | 加仓 |
| GLD | SPDR GOLD TR | $349.30万 | 0.28% | 9,482 | 846 | 9.8% | $31.16万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $350.47万 | 0.28% | 54,803 | -66,974 | -55.0% | -$428.30万 | 减仓 |
| WMK | WEIS MKTS INC | $352.86万 | 0.28% | 45,059 | 9,090 | 25.3% | $71.18万 | 加仓 |
| R | RYDER SYS INC | $355.61万 | 0.29% | 13,482 | 1,477 | 12.3% | $38.96万 | 加仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $357.96万 | 0.29% | 144,456 | 15,812 | 12.3% | $39.18万 | 加仓 |
| SYK | STRYKER CORPORATION | $362.00万 | 0.29% | 11,498 | 236 | 2.1% | $7.43万 | 加仓 |
| PSMT | PRICESMART INC | $365.64万 | 0.29% | 18,718 | 2,046 | 12.3% | $39.97万 | 加仓 |
| MKSI | MKS INC. | $367.72万 | 0.30% | 8,267 | -9 | -0.1% | -$4,003 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $370.60万 | 0.30% | 65,744 | 599 | 0.9% | $3.38万 | 加仓 |
| HRL | HORMEL FOODS CORP | $372.42万 | 0.30% | 150,050 | 3,172 | 2.2% | $7.87万 | 加仓 |
| DORM | DORMAN PRODS INC | $378.12万 | 0.31% | 27,711 | 2,307 | 9.1% | $31.48万 | 加仓 |
| ABBV | ABBVIE INC | $378.49万 | 0.31% | 15,041 | 710 | 5.0% | $17.87万 | 加仓 |
| APP | APPLOVIN CORP | $381.89万 | 0.31% | 7,412 | -44 | -0.6% | -$2.27万 | 减仓 |
| TXN | TEXAS INSTRS INC | $385.58万 | 0.31% | 12,936 | 433 | 3.5% | $12.91万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $388.40万 | 0.31% | 14,282 | -116 | -0.8% | -$3.15万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $389.96万 | 0.31% | 47,819 | 1,343 | 2.9% | $10.95万 | 加仓 |
| OTTR | OTTER TAIL CORP | $401.12万 | 0.32% | 44,579 | 21,916 | 96.7% | $197.20万 | 加仓 |
| TMUS | T-MOBILE US INC | $401.73万 | 0.32% | 23,951 | 670 | 2.9% | $11.24万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $402.50万 | 0.32% | 8,103 | -20 | -0.2% | -$9,935 | 减仓 |
| IDXX | IDEXX LABS INC | $414.41万 | 0.33% | 7,872 | -128 | -1.6% | -$6.74万 | 减仓 |
| FOXA | FOX CORP | $429.89万 | 0.35% | 82,417 | 2,092 | 2.6% | $10.91万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $433.85万 | 0.35% | 3,801 | 259 | 7.3% | $29.56万 | 加仓 |
| FSLR | FIRST SOLAR INC | $436.27万 | 0.35% | 18,489 | 257 | 1.4% | $6.06万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $440.28万 | 0.36% | 8,642 | 219 | 2.6% | $11.16万 | 加仓 |
| OKTA | OKTA INC | $442.49万 | 0.36% | 32,429 | 911 | 2.9% | $12.43万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $442.85万 | 0.36% | 48,804 | 1,210 | 2.5% | $10.98万 | 加仓 |
| COR | CENCORA INC | $446.34万 | 0.36% | 15,773 | 179 | 1.1% | $5.07万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $451.96万 | 0.36% | 11,365 | 163 | 1.5% | $6.48万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $453.45万 | 0.37% | 9,062 | 150 | 1.7% | $7.51万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $454.03万 | 0.37% | 47,314 | 1,368 | 3.0% | $13.13万 | 加仓 |
| TKR | TIMKEN CO | $457.35万 | 0.37% | 31,472 | 596 | 1.9% | $8.66万 | 加仓 |
| DXCM | DEXCOM INC | $465.27万 | 0.38% | 69,082 | 23,616 | 51.9% | $159.05万 | 加仓 |
| PLXS | PLEXUS CORP | $465.92万 | 0.38% | 15,496 | 1,687 | 12.2% | $50.72万 | 加仓 |
| GWW | WW GRAINGER INC | $467.57万 | 0.38% | 3,437 | 1,410 | 69.6% | $191.82万 | 加仓 |
| NFLX | NETFLIX INC. | $467.71万 | 0.38% | 65,506 | -6,552 | -9.1% | -$46.78万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $470.81万 | 0.38% | 48,981 | -9,890 | -16.8% | -$95.06万 | 减仓 |
| ADI | ANALOG DEVICES INC | $475.45万 | 0.38% | 11,971 | 654 | 5.8% | $25.97万 | 加仓 |
| AZO | AUTOZONE INC | $475.56万 | 0.38% | 1,488 | 12 | 0.8% | $3.84万 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $477.44万 | 0.39% | 66,756 | 7,308 | 12.3% | $52.27万 | 加仓 |