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 |
|---|---|---|---|---|---|---|---|---|
| CRAI | CRA INTL INC | $330.24万 | 0.27% | 23,207 | 2,474 | 11.9% | $35.21万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $327.18万 | 0.26% | 9,236 | 417 | 4.7% | $14.77万 | 加仓 |
| GRMN | GARMIN LTD | $324.55万 | 0.26% | 13,663 | 358 | 2.7% | $8.50万 | 加仓 |
| SITM | SITIME CORP | $323.65万 | 0.26% | 4,341 | 4,341 | — | $323.65万 | 新建仓 |
| ORCL | ORACLE CORP | $323.42万 | 0.26% | 22,069 | 750 | 3.5% | $10.99万 | 加仓 |
| NTAP | NETAPP INC | $323.02万 | 0.26% | 20,872 | 522 | 2.6% | $8.08万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $322.87万 | 0.26% | 8,248 | 886 | 12.0% | $34.68万 | 加仓 |
| MRK | MERCK & CO INC | $322.61万 | 0.26% | 25,106 | 582 | 2.4% | $7.48万 | 加仓 |
| QCOM | QUALCOMM INC | $321.74万 | 0.26% | 17,411 | 934 | 5.7% | $17.26万 | 加仓 |
| FORM | FORMFACTOR INC | $321.09万 | 0.26% | 20,077 | -19,951 | -49.8% | -$319.08万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $318.38万 | 0.26% | 5,106 | -16 | -0.3% | -$9,977 | 减仓 |
| PINS | PINTEREST INC | $317.60万 | 0.26% | 151,024 | 3,689 | 2.5% | $7.76万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $317.34万 | 0.26% | 40,753 | 1,039 | 2.6% | $8.09万 | 加仓 |
| EXEL | EXELIXIS INC | $315.27万 | 0.25% | 57,943 | 34,486 | 147.0% | $187.64万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $314.76万 | 0.25% | 18,676 | 11,215 | 150.3% | $189.01万 | 加仓 |
| LOW | LOWES COS INC | $314.24万 | 0.25% | 14,252 | 516 | 3.8% | $11.38万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $314.04万 | 0.25% | 9,935 | -6,734 | -40.4% | -$212.85万 | 减仓 |
| INTU | INTUIT | $313.93万 | 0.25% | 12,028 | 155 | 1.3% | $4.05万 | 加仓 |
| ENTG | ENTEGRIS INC | $311.12万 | 0.25% | 17,298 | -106 | -0.6% | -$1.91万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $307.55万 | 0.25% | 98,892 | 10,813 | 12.3% | $33.63万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $307.15万 | 0.25% | 33,679 | 23,084 | 217.9% | $210.53万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $306.73万 | 0.25% | 33,308 | -98 | -0.3% | -$9,025 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $305.89万 | 0.25% | 80,539 | 8,067 | 11.1% | $30.64万 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $305.81万 | 0.25% | 65,893 | 7,218 | 12.3% | $33.50万 | 加仓 |
| AMGN | AMGEN INC | $302.88万 | 0.24% | 8,364 | 224 | 2.8% | $8.11万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $302.57万 | 0.24% | 3,993 | 194 | 5.1% | $14.70万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $301.20万 | 0.24% | 34,641 | -26,609 | -43.4% | -$231.37万 | 减仓 |
| ACM | AECOM | $292.39万 | 0.24% | 41,890 | 889 | 2.2% | $6.21万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $290.12万 | 0.23% | 2,271 | 50 | 2.3% | $6.39万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $287.06万 | 0.23% | 13,270 | 330 | 2.6% | $7.14万 | 加仓 |
| PAYX | PAYCHEX INC | $284.79万 | 0.23% | 28,963 | 604 | 2.1% | $5.94万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $284.73万 | 0.23% | 24,405 | 539 | 2.3% | $6.29万 | 加仓 |
| CROX | CROCS INC | $284.06万 | 0.23% | 23,546 | -54 | -0.2% | -$6,515 | 减仓 |
| IMKTA | INGLES MKTS INC | $282.30万 | 0.23% | 31,869 | 3,514 | 12.4% | $31.13万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $280.19万 | 0.23% | 43,193 | 4,766 | 12.4% | $30.92万 | 加仓 |
| THRM | GENTHERM INC | $278.82万 | 0.22% | 81,741 | 8,137 | 11.1% | $27.76万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $276.28万 | 0.22% | 34,274 | -238 | -0.7% | -$1.92万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $274.19万 | 0.22% | 7,245 | 620 | 9.4% | $23.46万 | 加仓 |
| CGNX | COGNEX CORP | $273.33万 | 0.22% | 37,743 | -1,802 | -4.6% | -$13.05万 | 减仓 |
| SO | SOUTHERN CO | $266.28万 | 0.21% | 27,822 | 1,286 | 4.8% | $12.31万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $265.76万 | 0.21% | 12,539 | 329 | 2.7% | $6.97万 | 加仓 |
| PLAB | PHOTRONICS INC | $264.37万 | 0.21% | 81,271 | 3,591 | 4.6% | $11.68万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $263.63万 | 0.21% | 3,317 | 89 | 2.8% | $7.07万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $261.58万 | 0.21% | 8,781 | 97 | 1.1% | $2.89万 | 加仓 |
| SCI | SERVICE CORP INTL | $260.51万 | 0.21% | 34,296 | 1,304 | 4.0% | $9.91万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $259.05万 | 0.21% | 9,212 | 585 | 6.8% | $16.45万 | 加仓 |
| HWKN | HAWKINS INC | $256.63万 | 0.21% | 18,060 | 1,815 | 11.2% | $25.79万 | 加仓 |
| MET | METLIFE INC | $255.13万 | 0.21% | 30,154 | 797 | 2.7% | $6.74万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $254.12万 | 0.21% | 11,732 | 322 | 2.8% | $6.97万 | 加仓 |
| HD | HOME DEPOT INC | $252.91万 | 0.20% | 7,171 | 112 | 1.6% | $3.95万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $252.47万 | 0.20% | 78,775 | -45,507 | -36.6% | -$145.85万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $252.08万 | 0.20% | 20,446 | 2,238 | 12.3% | $27.59万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $250.02万 | 0.20% | 5,450 | 139 | 2.6% | $6.38万 | 加仓 |
| VCEL | VERICEL CORP | $249.37万 | 0.20% | 56,051 | 8,089 | 16.9% | $35.99万 | 加仓 |
| PODD | INSULET CORP | $248.38万 | 0.20% | 16,314 | 7,024 | 75.6% | $106.94万 | 加仓 |
| COHU | COHU INC | $248.13万 | 0.20% | 33,572 | 585 | 1.8% | $4.32万 | 加仓 |
| OKE | ONEOK INC NEW | $247.41万 | 0.20% | 28,458 | 724 | 2.6% | $6.29万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $246.74万 | 0.20% | 8,491 | 218 | 2.6% | $6.33万 | 加仓 |
| HCKT | HACKETT GROUP INC | $245.68万 | 0.20% | 228,112 | 92,996 | 68.8% | $100.16万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $245.23万 | 0.20% | 81,201 | 2,061 | 2.6% | $6.22万 | 加仓 |
| EOG | EOG RES INC | $244.98万 | 0.20% | 18,884 | 540 | 2.9% | $7.01万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $243.08万 | 0.20% | 31,248 | 935 | 3.1% | $7.27万 | 加仓 |
| WDAY | WORKDAY INC | $240.92万 | 0.19% | 19,680 | 514 | 2.7% | $6.29万 | 加仓 |
| VEEV | VEEVA SYS INC | $240.81万 | 0.19% | 13,569 | 465 | 3.5% | $8.25万 | 加仓 |
| RL | RALPH LAUREN CORP | $239.88万 | 0.19% | 5,976 | 164 | 2.8% | $6.58万 | 加仓 |
| GSAT | GLOBALSTAR INC | $239.49万 | 0.19% | 29,461 | -46,018 | -61.0% | -$374.08万 | 减仓 |
| USLM | UNITED STS LIME & MINERALS I | $235.56万 | 0.19% | 22,505 | -17,801 | -44.2% | -$186.32万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $235.53万 | 0.19% | 7,599 | 192 | 2.6% | $5.95万 | 加仓 |
| CSGP | COSTAR GROUP INC | $235.28万 | 0.19% | 83,079 | 17,020 | 25.8% | $48.20万 | 加仓 |
| BMI | BADGER METER INC | $234.94万 | 0.19% | 15,834 | 2,873 | 22.2% | $42.63万 | 加仓 |
| RMBS | RAMBUS INC DEL | $233.36万 | 0.19% | 17,580 | -8,641 | -33.0% | -$114.70万 | 减仓 |
| MLI | MUELLER INDS INC | $231.66万 | 0.19% | 18,845 | -22 | -0.1% | -$2,704 | 减仓 |
| TRNS | TRANSCAT INC | $231.14万 | 0.19% | 24,915 | 2,754 | 12.4% | $25.55万 | 加仓 |
| ABCB | AMERIS BANCORP | $228.24万 | 0.18% | 25,287 | -9,672 | -27.7% | -$87.30万 | 减仓 |
| CTAS | CINTAS CORP | $226.67万 | 0.18% | 13,327 | 310 | 2.4% | $5.27万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $226.01万 | 0.18% | 22,073 | -11,408 | -34.1% | -$116.81万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $225.85万 | 0.18% | 4,919 | 140 | 2.9% | $6.43万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $225.53万 | 0.18% | 71,348 | 6,311 | 9.7% | $19.95万 | 加仓 |
| AMBA | AMBARELLA INC | $225.16万 | 0.18% | 26,242 | 9,169 | 53.7% | $78.67万 | 加仓 |
| AIN | ALBANY INTL CORP | $224.34万 | 0.18% | 30,113 | 3,289 | 12.3% | $24.50万 | 加仓 |
| TPB | TURNING PT BRANDS INC | $223.55万 | 0.18% | 26,359 | 2,881 | 12.3% | $24.43万 | 加仓 |
| AYI | ACUITY INC | $220.99万 | 0.18% | 5,867 | 159 | 2.8% | $5.99万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $220.91万 | 0.18% | 18,572 | 306 | 1.7% | $3.64万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $220.71万 | 0.18% | 6,410 | -31 | -0.5% | -$1.07万 | 减仓 |
| AVNT | AVIENT CORPORATION | $220.32万 | 0.18% | 59,611 | 5,911 | 11.0% | $21.85万 | 加仓 |
| — | SELECT MED HLDGS CORP | $219.44万 | 0.18% | 132,915 | 14,396 | 12.1% | $23.77万 | 加仓 |
| — | ATKORE INC | $219.42万 | 0.18% | 28,856 | 3,179 | 12.4% | $24.17万 | 加仓 |
| COP | CONOCOPHILLIPS | $218.96万 | 0.18% | 21,062 | 595 | 2.9% | $6.19万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $218.50万 | 0.18% | 19,695 | -30 | -0.2% | -$3,328 | 减仓 |
| MSA | MSA SAFETY INC | $217.96万 | 0.18% | 12,485 | -87 | -0.7% | -$1.52万 | 减仓 |
| EYE | NATIONAL VISION HLDGS INC | $216.71万 | 0.17% | 113,998 | 12,560 | 12.4% | $23.88万 | 加仓 |
| DTM | DT MIDSTREAM INC | $216.24万 | 0.17% | 14,736 | 2 | 0.0% | $293 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $215.73万 | 0.17% | 55,702 | 1,186 | 2.2% | $4.59万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $215.07万 | 0.17% | 27,478 | -163 | -0.6% | -$1.28万 | 减仓 |
| ZS | ZSCALER INC | $214.58万 | 0.17% | 15,202 | 432 | 2.9% | $6.10万 | 加仓 |
| BFC | BANK FIRST CORP | $214.37万 | 0.17% | 14,450 | -3,053 | -17.4% | -$45.29万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $214.06万 | 0.17% | 1,607 | 38 | 2.4% | $5.06万 | 加仓 |
| BKU | BANKUNITED INC | $213.58万 | 0.17% | 44,082 | -12,412 | -22.0% | -$60.14万 | 减仓 |
| BYD | BOYD GAMING CORP | $213.36万 | 0.17% | 24,155 | 611 | 2.6% | $5.40万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $213.31万 | 0.17% | 7,979 | -9 | -0.1% | -$2,406 | 减仓 |