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 |
|---|---|---|---|---|---|---|---|---|
| ROG | ROGERS CORP | $486.98万 | 0.39% | 29,743 | 3,283 | 12.4% | $53.75万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $494.49万 | 0.40% | 9,628 | 17 | 0.2% | $8,731 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $498.70万 | 0.40% | 5,331 | 21 | 0.4% | $1.96万 | 加仓 |
| NOW | SERVICENOW INC | $506.42万 | 0.41% | 51,009 | 722 | 1.4% | $7.17万 | 加仓 |
| INCY | INCYTE CORP | $527.20万 | 0.43% | 46,507 | 627 | 1.4% | $7.11万 | 加仓 |
| VICI | VICI PPTYS INC | $528.29万 | 0.43% | 198,978 | 4,340 | 2.2% | $11.52万 | 加仓 |
| NRG | NRG ENERGY INC | $536.19万 | 0.43% | 36,710 | 782 | 2.2% | $11.42万 | 加仓 |
| LII | LENNOX INTL INC | $538.74万 | 0.43% | 9,403 | 677 | 7.8% | $38.79万 | 加仓 |
| NVT | NVENT ELEC PLC | $541.98万 | 0.44% | 31,955 | -5,452 | -14.6% | -$92.47万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $548.95万 | 0.44% | 121,692 | 3,048 | 2.6% | $13.75万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $553.18万 | 0.45% | 176,004 | 12,413 | 7.6% | $39.01万 | 加仓 |
| APH | AMPHENOL CORP | $562.99万 | 0.45% | 31,930 | -9,484 | -22.9% | -$167.22万 | 减仓 |
| WMB | WILLIAMS COS INC | $566.97万 | 0.46% | 76,267 | 980 | 1.3% | $7.29万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $576.18万 | 0.46% | 136,084 | 2,479 | 1.9% | $10.50万 | 加仓 |
| WMT | WALMART INC | $578.06万 | 0.47% | 51,038 | 2,071 | 4.2% | $23.46万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $585.01万 | 0.47% | 15,380 | -7,315 | -32.2% | -$278.24万 | 减仓 |
| SPGI | S&P GLOBAL INC | $585.23万 | 0.47% | 14,370 | 201 | 1.4% | $8.19万 | 加仓 |
| DDOG | DATADOG INC | $588.15万 | 0.47% | 22,590 | 686 | 3.1% | $17.86万 | 加仓 |
| — | EXXON MOBIL CORP | $598.04万 | 0.48% | 43,742 | 1,520 | 3.6% | $20.78万 | 加仓 |
| ARCB | ARCBEST CORP | $615.46万 | 0.50% | 42,877 | 1,351 | 3.3% | $19.39万 | 加仓 |
| TSLA | TESLA INC | $616.05万 | 0.50% | 14,647 | -6 | -0.0% | -$2,524 | 减仓 |
| P | EVERPURE INC | $625.17万 | 0.50% | 79,347 | 26,069 | 48.9% | $205.40万 | 加仓 |
| V | VISA INC | $629.64万 | 0.51% | 18,352 | 215 | 1.2% | $7.38万 | 加仓 |
| MATX | MATSON INC | $630.61万 | 0.51% | 32,805 | -5,648 | -14.7% | -$108.57万 | 减仓 |
| RMD | RESMED INC | $656.10万 | 0.53% | 33,667 | -630 | -1.8% | -$12.28万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $677.36万 | 0.55% | 8,876 | 161 | 1.8% | $12.29万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $692.03万 | 0.56% | 13,803 | 128 | 0.9% | $6.42万 | 加仓 |
| GEV | GE VERNOVA INC | $692.70万 | 0.56% | 5,896 | 124 | 2.1% | $14.57万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $746.81万 | 0.60% | 19,898 | 160 | 0.8% | $6.01万 | 加仓 |
| LLY | ELI LILLY & CO | $759.60万 | 0.61% | 6,333 | 206 | 3.4% | $24.71万 | 加仓 |
| META | META PLATFORMS INC | $789.34万 | 0.64% | 14,013 | 83 | 0.6% | $4.68万 | 加仓 |
| MO | ALTRIA GROUP INC | $808.12万 | 0.65% | 112,317 | 1,933 | 1.8% | $13.91万 | 加仓 |
| FTNT | FORTINET INC | $815.37万 | 0.66% | 53,077 | -5,501 | -9.4% | -$84.51万 | 减仓 |
| CSCO | CISCO SYS INC | $882.54万 | 0.71% | 75,135 | 1,258 | 1.7% | $14.78万 | 加仓 |
| FIX | COMFORT SYS USA INC | $891.28万 | 0.72% | 4,497 | 474 | 11.8% | $93.94万 | 加仓 |
| AMAT | APPLIED MATLS INC | $894.42万 | 0.72% | 12,371 | 216 | 1.8% | $15.62万 | 加仓 |
| AGX | ARGAN INC | $915.46万 | 0.74% | 11,464 | 1,242 | 12.2% | $99.18万 | 加仓 |
| HEI | HEICO CORP NEW | $932.15万 | 0.75% | 26,170 | -645 | -2.4% | -$22.97万 | 减仓 |
| FFIV | F5 INC | $968.60万 | 0.78% | 23,286 | 141 | 0.6% | $5.87万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $968.88万 | 0.78% | 22,359 | 418 | 1.9% | $18.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,035.02万 | 0.84% | 27,747 | 6 | 0.0% | $2,238 | 加仓 |
| KLAC | KLA CORP | $1,230.13万 | 0.99% | 40,772 | 342 | 0.8% | $10.32万 | 加仓 |
| GLW | CORNING INC | $1,263.54万 | 1.02% | 49,467 | 1,693 | 3.5% | $43.24万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $1,294.99万 | 1.04% | 115,336 | 12,604 | 12.3% | $141.52万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,307.47万 | 1.05% | 38,340 | 719 | 1.9% | $24.52万 | 加仓 |
| ALAB | ASTERA LABS INC | $1,327.15万 | 1.07% | 27,476 | -10,455 | -27.6% | -$505.00万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,518.91万 | 1.23% | 26,147 | 310 | 1.2% | $18.01万 | 加仓 |
| AAPL | APPLE INC | $1,835.96万 | 1.48% | 63,449 | 289 | 0.5% | $8.36万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,841.40万 | 1.49% | 108,394 | 2,619 | 2.5% | $44.49万 | 加仓 |
| AVGO | BROADCOM INC | $1,914.59万 | 1.54% | 50,684 | 873 | 1.8% | $32.98万 | 加仓 |
| GOOGL | ALPHABET INC | $2,134.50万 | 1.72% | 59,728 | 365 | 0.6% | $13.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,509.66万 | 2.83% | 175,404 | -34 | -0.0% | -$6,803 | 减仓 |