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 |
|---|---|---|---|---|---|---|---|---|
| REZI | RESIDEO TECHNOLOGIES INC | $296.91万 | 0.29% | 88,079 | 43,398 | 97.1% | $146.29万 | 加仓 |
| APP | APPLOVIN CORP | $296.75万 | 0.29% | 7,456 | -14,204 | -65.6% | -$565.32万 | 减仓 |
| MRK | MERCK & CO INC | $295.00万 | 0.28% | 24,524 | 12,141 | 98.0% | $146.04万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $294.62万 | 0.28% | 65,037 | 7,028 | 12.1% | $31.84万 | 加仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $290.09万 | 0.28% | 128,644 | 63,053 | 96.1% | $142.18万 | 加仓 |
| AMGN | AMGEN INC | $286.41万 | 0.28% | 8,140 | 213 | 2.7% | $7.49万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $285.54万 | 0.28% | 8,273 | 221 | 2.7% | $7.63万 | 加仓 |
| DXCM | DEXCOM INC | $285.53万 | 0.28% | 45,466 | 17,777 | 64.2% | $111.64万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $285.47万 | 0.28% | 72,472 | 28,404 | 64.5% | $111.88万 | 加仓 |
| ROG | ROGERS CORP | $284.00万 | 0.27% | 26,460 | 13,176 | 99.2% | $141.42万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $282.49万 | 0.27% | 118,644 | 3,253 | 2.8% | $7.75万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $281.75万 | 0.27% | 38,427 | 18,804 | 95.8% | $137.87万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $280.11万 | 0.27% | 2,221 | 697 | 45.7% | $87.91万 | 加仓 |
| PLXS | PLEXUS CORP | $279.69万 | 0.27% | 13,809 | 6,775 | 96.3% | $137.22万 | 加仓 |
| ABCB | AMERIS BANCORP | $272.65万 | 0.26% | 34,959 | 196 | 0.6% | $1.53万 | 加仓 |
| SCI | SERVICE CORP INTL | $272.22万 | 0.26% | 32,992 | 892 | 2.8% | $7.36万 | 加仓 |
| PINS | PINTEREST INC | $270.21万 | 0.26% | 147,335 | 105,628 | 253.3% | $193.72万 | 加仓 |
| COP | CONOCOPHILLIPS | $270.16万 | 0.26% | 20,467 | 6,133 | 42.8% | $80.95万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $267.84万 | 0.26% | 42,758 | 242 | 0.6% | $1.52万 | 加仓 |
| CSGP | COSTAR GROUP INC | $266.48万 | 0.26% | 66,059 | 25,249 | 61.9% | $101.85万 | 加仓 |
| EOG | EOG RES INC | $265.20万 | 0.26% | 18,344 | 4,850 | 35.9% | $70.12万 | 加仓 |
| DORM | DORMAN PRODS INC | $265.12万 | 0.26% | 25,404 | 7,494 | 41.8% | $78.21万 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $262.72万 | 0.25% | 101,438 | 49,869 | 96.7% | $129.16万 | 加仓 |
| PAYX | PAYCHEX INC | $261.24万 | 0.25% | 28,359 | 1,941 | 7.3% | $17.88万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $258.76万 | 0.25% | 3,799 | 170 | 4.7% | $11.58万 | 加仓 |
| DDOG | DATADOG INC | $258.58万 | 0.25% | 21,904 | 7,745 | 54.7% | $91.43万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $256.32万 | 0.25% | 12,314 | 18 | 0.1% | $3,747 | 加仓 |
| SO | SOUTHERN CO | $256.13万 | 0.25% | 26,536 | 742 | 2.9% | $7.16万 | 加仓 |
| BKU | BANKUNITED INC | $255.13万 | 0.25% | 56,494 | 320 | 0.6% | $1.45万 | 加仓 |
| IMKTA | INGLES MKTS INC | $254.88万 | 0.25% | 28,355 | 14,072 | 98.5% | $126.49万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $252.93万 | 0.24% | 8,999 | -27 | -0.3% | -$7,589 | 减仓 |
| PSMT | PRICESMART INC | $250.91万 | 0.24% | 16,672 | 8,168 | 96.0% | $122.93万 | 加仓 |
| OKE | ONEOK INC NEW | $250.69万 | 0.24% | 27,734 | 749 | 2.8% | $6.77万 | 加仓 |
| HWKN | HAWKINS INC | $249.52万 | 0.24% | 16,245 | 7,190 | 79.4% | $110.44万 | 加仓 |
| WDAY | WORKDAY INC | $249.00万 | 0.24% | 19,166 | 9,616 | 100.7% | $124.93万 | 加仓 |
| OKTA | OKTA INC | $248.08万 | 0.24% | 31,518 | 12,880 | 69.1% | $101.38万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $246.90万 | 0.24% | 61,250 | -1,960 | -3.1% | -$7.90万 | 减仓 |
| WMK | WEIS MKTS INC | $245.99万 | 0.24% | 35,969 | 11,128 | 44.8% | $76.10万 | 加仓 |
| R | RYDER SYS INC | $245.75万 | 0.24% | 12,005 | 5,897 | 96.5% | $120.72万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $243.27万 | 0.23% | 12,940 | 446 | 3.6% | $8.38万 | 加仓 |
| TXN | TEXAS INSTRS INC | $242.73万 | 0.23% | 12,503 | -1,356 | -9.8% | -$26.33万 | 减仓 |
| TTD | THE TRADE DESK INC | $240.08万 | 0.23% | 105,810 | 78,484 | 287.2% | $178.08万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $239.29万 | 0.23% | 12,210 | 257 | 2.2% | $5.04万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $239.14万 | 0.23% | 15,620 | 5,734 | 58.0% | $87.79万 | 加仓 |
| AZZ | AZZ INC | $237.87万 | 0.23% | 19,010 | 9,396 | 97.7% | $117.57万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $236.88万 | 0.23% | 8,928 | 3,848 | 75.7% | $102.10万 | 加仓 |
| BFC | BANK FIRST CORP | $236.40万 | 0.23% | 17,503 | 100 | 0.6% | $1.35万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $236.02万 | 0.23% | 5,311 | 1,026 | 23.9% | $45.60万 | 加仓 |
| MTN | VAIL RESORTS INC | $234.98万 | 0.23% | 18,312 | 2,831 | 18.3% | $36.33万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $234.95万 | 0.23% | 3,228 | 144 | 4.7% | $10.48万 | 加仓 |
| HD | HOME DEPOT INC | $232.16万 | 0.22% | 7,059 | -6,778 | -49.0% | -$222.92万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $231.74万 | 0.22% | 4,779 | 4,779 | — | $231.74万 | 新建仓 |
| VEEV | VEEVA SYS INC | $230.18万 | 0.22% | 13,104 | 902 | 7.4% | $15.84万 | 加仓 |
| ADBE | ADOBE INC | $229.71万 | 0.22% | 9,450 | 2,154 | 29.5% | $52.36万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $228.67万 | 0.22% | 39,714 | 1,425 | 3.7% | $8.21万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $228.66万 | 0.22% | 10,592 | 798 | 8.1% | $17.23万 | 加仓 |
| HUBS | HUBSPOT INC | $227.40万 | 0.22% | 9,316 | 6,388 | 218.2% | $155.93万 | 加仓 |
| RMBS | RAMBUS INC DEL | $225.58万 | 0.22% | 26,221 | -38 | -0.1% | -$3,269 | 减仓 |
| JLL | JONES LANG LASALLE INC | $225.41万 | 0.22% | 7,407 | 258 | 3.6% | $7.85万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $222.95万 | 0.21% | 11,410 | 1,941 | 20.5% | $37.93万 | 加仓 |
| SLV | ISHARES SILVER TR | $222.35万 | 0.21% | 32,632 | 1,403 | 4.5% | $9.56万 | 加仓 |
| GWW | WW GRAINGER INC | $221.11万 | 0.21% | 2,027 | 229 | 12.7% | $24.98万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $220.53万 | 0.21% | 4,219 | -1,151 | -21.4% | -$60.16万 | 减仓 |
| CTAS | CINTAS CORP | $220.17万 | 0.21% | 13,017 | 3,475 | 36.4% | $58.78万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $219.19万 | 0.21% | 34,930 | 34,930 | — | $219.19万 | 新建仓 |
| FE | FIRSTENERGY CORP | $218.41万 | 0.21% | 43,112 | 1,193 | 2.8% | $6.04万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $213.71万 | 0.21% | 7,362 | 3,611 | 96.3% | $104.82万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $212.95万 | 0.21% | 46,476 | 46,476 | — | $212.95万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $212.86万 | 0.21% | 10,181 | 276 | 2.8% | $5.77万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $212.34万 | 0.20% | 4,422 | -296 | -6.3% | -$14.21万 | 减仓 |
| QCOM | QUALCOMM INC | $212.19万 | 0.20% | 16,477 | -2,314 | -12.3% | -$29.80万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $211.08万 | 0.20% | 4,864 | 553 | 12.8% | $24.00万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $209.11万 | 0.20% | 8,627 | 3,595 | 71.4% | $87.14万 | 加仓 |
| MLI | MUELLER INDS INC | $209.05万 | 0.20% | 18,867 | 141 | 0.8% | $1.56万 | 加仓 |
| NTAP | NETAPP INC | $208.36万 | 0.20% | 20,350 | 552 | 2.8% | $5.65万 | 加仓 |
| MET | METLIFE INC | $207.61万 | 0.20% | 29,357 | 810 | 2.8% | $5.73万 | 加仓 |
| ZS | ZSCALER INC | $207.21万 | 0.20% | 14,770 | 5,622 | 61.5% | $78.87万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $206.89万 | 0.20% | 30,313 | 19,775 | 187.7% | $134.96万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $206.71万 | 0.20% | 79,140 | 2,072 | 2.7% | $5.41万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $206.47万 | 0.20% | 6,441 | -106 | -1.6% | -$3.40万 | 减仓 |
| OMC | OMNICOM GROUP INC | $206.39万 | 0.20% | 27,405 | 1,392 | 5.4% | $10.48万 | 加仓 |
| MSA | MSA SAFETY INC | $206.12万 | 0.20% | 12,572 | 2,888 | 29.8% | $47.35万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $205.48万 | 0.20% | 4,330 | -2,258 | -34.3% | -$107.16万 | 减仓 |
| THRM | GENTHERM INC | $204.47万 | 0.20% | 73,604 | 32,586 | 79.4% | $90.52万 | 加仓 |
| ENTG | ENTEGRIS INC | $204.04万 | 0.20% | 17,404 | 5,069 | 41.1% | $59.43万 | 加仓 |
| TPB | TURNING PT BRANDS INC | $203.77万 | 0.20% | 23,478 | 11,477 | 95.6% | $99.61万 | 加仓 |
| TJX | TJX COS INC NEW | $203.22万 | 0.20% | 12,725 | -1,686 | -11.7% | -$26.93万 | 减仓 |
| BX | BLACKSTONE INC | $202.74万 | 0.20% | 17,631 | -71 | -0.4% | -$8,164 | 减仓 |
| EPAM | EPAM SYS INC | $201.85万 | 0.19% | 14,908 | 3,231 | 27.7% | $43.75万 | 加仓 |
| RL | RALPH LAUREN CORP | $199.93万 | 0.19% | 5,812 | 261 | 4.7% | $8.98万 | 加仓 |
| OTTR | OTTER TAIL CORP | $198.91万 | 0.19% | 22,663 | 11,087 | 95.8% | $97.31万 | 加仓 |
| DTM | DT MIDSTREAM INC | $198.42万 | 0.19% | 14,734 | 109 | 0.7% | $1.47万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $197.72万 | 0.19% | 34,512 | 5,673 | 19.7% | $32.50万 | 加仓 |
| BMI | BADGER METER INC | $197.46万 | 0.19% | 12,961 | 233 | 1.8% | $3.55万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $196.58万 | 0.19% | 1,798 | -2,435 | -57.5% | -$266.23万 | 减仓 |
| CROX | CROCS INC | $195.93万 | 0.19% | 23,600 | 11,384 | 93.2% | $94.51万 | 加仓 |
| PODD | INSULET CORP | $194.94万 | 0.19% | 9,290 | 479 | 5.4% | $10.05万 | 加仓 |
| AVNT | AVIENT CORPORATION | $194.93万 | 0.19% | 53,700 | 24,523 | 84.0% | $89.02万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $194.12万 | 0.19% | 20,660 | 895 | 4.5% | $8.41万 | 加仓 |
| CGNX | COGNEX CORP | $193.73万 | 0.19% | 39,545 | 6,593 | 20.0% | $32.30万 | 加仓 |