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 |
|---|---|---|---|---|---|---|---|---|
| — | COMERICA INC | $0 | 0.00% | 0 | -34,709 | -100.0% | -$301.73万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -13,144 | -100.0% | -$288.33万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -4,673 | -100.0% | -$154.26万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -21,374 | -100.0% | -$142.05万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -17,426 | -100.0% | -$138.05万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -2,895 | -100.0% | -$137.02万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -7,264 | -100.0% | -$127.84万 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -65,607 | -100.0% | -$127.34万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -27,348 | -100.0% | -$114.04万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -5,009 | -100.0% | -$110.09万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -7,965 | -100.0% | -$109.07万 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -5,263 | -100.0% | -$95.37万 | 清仓 |
| IWY | ISHARES TR | $0 | 0.00% | 0 | -3,433 | -100.0% | -$95.07万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -19,500 | -100.0% | -$88.80万 | 清仓 |
| CACC | CREDIT ACCEP CORP MICH | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -545 | -100.0% | -$58.33万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -1,734 | -100.0% | -$44.41万 | 清仓 |
| IWS | ISHARES TR | $0 | 0.00% | 0 | -2,508 | -100.0% | -$35.38万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -796 | -100.0% | -$29.73万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -2,798 | -100.0% | -$26.87万 | 清仓 |
| CARG | CARGURUS INC | $0 | 0.00% | 0 | -6,474 | -100.0% | -$24.83万 | 清仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $0 | 0.00% | 0 | -545 | -100.0% | -$21.43万 | 清仓 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SIGA TECHNOLOGIES INC | $0 | 0.00% | 0 | -28,465 | -100.0% | -$17.39万 | 清仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -11,722 | -100.0% | -$10.34万 | 清仓 |
| — | SANGAMO THERAPEUTICS INC | $0 | 0.00% | 0 | -19,635 | -100.0% | -$8,247 | 清仓 |
| EVC | ENTRAVISION COMMUNICATIONS C | $3.46万 | 0.00% | 11,651 | 104 | 0.9% | $309 | 加仓 |
| QDEL | QUIDELORTHO CORP | $17.91万 | 0.02% | 10,903 | 10,903 | — | $17.91万 | 新建仓 |
| FLGT | FULGENT GENETICS INC | $18.85万 | 0.02% | 11,858 | 11,858 | — | $18.85万 | 新建仓 |
| ERII | ENERGY RECOVERY INC | $20.41万 | 0.02% | 20,273 | 20,273 | — | $20.41万 | 新建仓 |
| TNC | TENNANT CO | $20.46万 | 0.02% | 3,082 | 152 | 5.2% | $1.01万 | 加仓 |
| AGNT | EXP WORLD HLDGS INC | $21.18万 | 0.02% | 35,352 | 35,352 | — | $21.18万 | 新建仓 |
| KFY | KORN FERRY | $21.21万 | 0.02% | 3,370 | -88 | -2.5% | -$5,540 | 减仓 |
| MMI | MARCUS & MILLICHAP INC | $21.43万 | 0.02% | 8,058 | 113 | 1.4% | $3,005 | 加仓 |
| QLYS | QUALYS INC | $21.79万 | 0.02% | 2,480 | 823 | 49.7% | $7.23万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $21.80万 | 0.02% | 1,195 | -31 | -2.5% | -$5,655 | 减仓 |
| AVY | AVERY DENNISON CORP | $22.07万 | 0.02% | 1,278 | -34 | -2.6% | -$5,871 | 减仓 |
| PRGO | PERRIGO CO PLC | $22.27万 | 0.02% | 20,734 | 1,290 | 6.6% | $1.39万 | 加仓 |
| MCD | MCDONALDS CORP | $22.78万 | 0.02% | 733 | -17 | -2.3% | -$5,283 | 减仓 |
| VVV | VALVOLINE INC | $22.88万 | 0.02% | 6,793 | -38,728 | -85.1% | -$130.44万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $22.95万 | 0.02% | 1,166 | -29 | -2.4% | -$5,709 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $23.16万 | 0.02% | 1,401 | 1,401 | — | $23.16万 | 新建仓 |
| ASIX | ADVANSIX INC | $23.22万 | 0.02% | 9,516 | 9,516 | — | $23.22万 | 新建仓 |
| AGYS | AGILYSYS INC | $23.23万 | 0.02% | 3,266 | -366 | -10.1% | -$2.60万 | 减仓 |
| WHR | WHIRLPOOL CORP | $23.34万 | 0.02% | 4,328 | 237 | 5.8% | $1.28万 | 加仓 |
| YETI | YETI HLDGS INC | $23.37万 | 0.02% | 6,386 | 6,386 | — | $23.37万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $23.38万 | 0.02% | 28,692 | 1,647 | 6.1% | $1.34万 | 加仓 |
| UGI | UGI CORP NEW | $23.39万 | 0.02% | 6,421 | -167 | -2.5% | -$6,082 | 减仓 |
| RGLD | ROYAL GOLD INC | $23.49万 | 0.02% | 923 | 923 | — | $23.49万 | 新建仓 |
| RS | RELIANCE INC | $23.52万 | 0.02% | 774 | -18 | -2.3% | -$5,471 | 减仓 |
| DASH | DOORDASH INC | $23.54万 | 0.02% | 1,568 | 1,568 | — | $23.54万 | 新建仓 |
| LYFT | LYFT INC | $23.71万 | 0.02% | 17,827 | 17,827 | — | $23.71万 | 新建仓 |
| IDCC | INTERDIGITAL INC | $23.86万 | 0.02% | 790 | 7 | 0.9% | $2,114 | 加仓 |
| FNV | FRANCO NEV CORP | $24.11万 | 0.02% | 976 | 976 | — | $24.11万 | 新建仓 |
| POOL | POOL CORP | $24.24万 | 0.02% | 1,198 | 1,198 | — | $24.24万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $24.27万 | 0.02% | 2,582 | -68 | -2.6% | -$6,391 | 减仓 |
| TBCH | TURTLE BEACH CORP | $24.42万 | 0.02% | 24,084 | 24,084 | — | $24.42万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $24.44万 | 0.02% | 916 | -23 | -2.4% | -$6,137 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $24.59万 | 0.02% | 1,489 | -614 | -29.2% | -$10.14万 | 减仓 |
| TENB | TENABLE HLDGS INC | $24.76万 | 0.02% | 14,640 | 14,640 | — | $24.76万 | 新建仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $24.83万 | 0.02% | 11,072 | 11,072 | — | $24.83万 | 新建仓 |
| OR | OR ROYALTIES INC. | $24.84万 | 0.02% | 6,534 | 280 | 4.5% | $1.06万 | 加仓 |
| FCN | FTI CONSULTING INC | $24.89万 | 0.02% | 1,408 | 19 | 1.4% | $3,359 | 加仓 |
| EVER | EVERQUOTE INC | $24.90万 | 0.02% | 16,147 | 7,026 | 77.0% | $10.83万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $24.96万 | 0.02% | 10,567 | -277 | -2.6% | -$6,543 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $25.06万 | 0.02% | 1,913 | 84 | 4.6% | $1.10万 | 加仓 |
| — | SIMULATIONS PLUS INC | $25.11万 | 0.02% | 21,245 | 21,245 | — | $25.11万 | 新建仓 |
| ADEA | ADEIA INC | $25.14万 | 0.02% | 10,464 | 93 | 0.9% | $2,235 | 加仓 |
| XPEL | XPEL INC | $25.26万 | 0.02% | 5,707 | 5,707 | — | $25.26万 | 新建仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $25.26万 | 0.02% | 11,609 | 868 | 8.1% | $1.89万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $25.42万 | 0.02% | 1,394 | -37 | -2.6% | -$6,746 | 减仓 |
| SSD | SIMPSON MFG INC | $25.45万 | 0.02% | 1,483 | -40 | -2.6% | -$6,865 | 减仓 |
| — | EGAIN CORP | $25.57万 | 0.02% | 32,408 | 15,460 | 91.2% | $12.20万 | 加仓 |
| RVLV | REVOLVE GROUP INC | $25.59万 | 0.02% | 11,316 | 11,316 | — | $25.59万 | 新建仓 |
| CLFD | CLEARFIELD INC | $25.67万 | 0.02% | 9,697 | 9,697 | — | $25.67万 | 新建仓 |
| APPF | APPFOLIO INC | $25.71万 | 0.02% | 1,629 | 120 | 8.0% | $1.89万 | 加仓 |
| DY | DYCOM INDS INC | $25.85万 | 0.02% | 763 | 763 | — | $25.85万 | 新建仓 |
| AGCO | AGCO CORP | $25.97万 | 0.03% | 2,241 | -59 | -2.6% | -$6,836 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $26.31万 | 0.03% | 7,581 | 328 | 4.5% | $1.14万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $26.42万 | 0.03% | 2,640 | -128 | -4.6% | -$1.28万 | 减仓 |
| NEM | NEWMONT CORP | $26.49万 | 0.03% | 2,447 | -920 | -27.3% | -$9.96万 | 减仓 |
| PCYO | PURE CYCLE CORP | $26.49万 | 0.03% | 26,335 | 12,431 | 89.4% | $12.51万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $26.64万 | 0.03% | 2,466 | 2,466 | — | $26.64万 | 新建仓 |
| PJT | PJT PARTNERS INC | $26.66万 | 0.03% | 1,908 | -648 | -25.4% | -$9.05万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $26.67万 | 0.03% | 3,921 | -103 | -2.6% | -$7,006 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $26.78万 | 0.03% | 3,331 | 3,331 | — | $26.78万 | 新建仓 |
| IWV | ISHARES TR | $26.80万 | 0.03% | 723 | 64 | 9.7% | $2.37万 | 加仓 |
| GDDY | GODADDY INC | $26.83万 | 0.03% | 3,245 | 3,245 | — | $26.83万 | 新建仓 |
| KBR | KBR INC | $26.83万 | 0.03% | 7,280 | 7,280 | — | $26.83万 | 新建仓 |
| AGG | ISHARES TR | $27.09万 | 0.03% | 2,729 | 345 | 14.5% | $3.42万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $27.09万 | 0.03% | 1,480 | -607 | -29.1% | -$11.11万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $27.19万 | 0.03% | 4,336 | 4,336 | — | $27.19万 | 新建仓 |
| — | CSG SYS INTL INC | $27.64万 | 0.03% | 3,458 | -91 | -2.6% | -$7,275 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $27.69万 | 0.03% | 1,072 | 1,072 | — | $27.69万 | 新建仓 |
| DBX | DROPBOX INC | $27.77万 | 0.03% | 12,222 | 12,222 | — | $27.77万 | 新建仓 |
| TFIN | TRIUMPH FINANCIAL INC | $27.80万 | 0.03% | 4,659 | 4,659 | — | $27.80万 | 新建仓 |
| SONO | SONOS INC | $27.80万 | 0.03% | 20,744 | 20,744 | — | $27.80万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $28.10万 | 0.03% | 3,297 | 3,297 | — | $28.10万 | 新建仓 |
| ETSY | ETSY INC | $28.14万 | 0.03% | 5,630 | 5,630 | — | $28.14万 | 新建仓 |