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 |
|---|---|---|---|---|---|---|---|---|
| BYD | BOYD GAMING CORP | $193.48万 | 0.19% | 23,544 | 1,025 | 4.6% | $8.42万 | 加仓 |
| — | SELECT MED HLDGS CORP | $193.07万 | 0.19% | 118,519 | 57,608 | 94.6% | $93.84万 | 加仓 |
| CSV | CARRIAGE SVCS INC | $192.04万 | 0.19% | 42,058 | 20,815 | 98.0% | $95.04万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $191.87万 | 0.18% | 26,674 | 1,993 | 8.1% | $14.34万 | 加仓 |
| SRCE | 1ST SOURCE CORP | $190.37万 | 0.18% | 27,506 | 154 | 0.6% | $1.07万 | 加仓 |
| MKSI | MKS INC. | $190.19万 | 0.18% | 8,276 | 55 | 0.7% | $1.26万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $187.48万 | 0.18% | 2,748 | -1,310 | -32.3% | -$89.37万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $186.60万 | 0.18% | 12,903 | -21 | -0.2% | -$3,037 | 减仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $182.20万 | 0.18% | 81,851 | 38,995 | 91.0% | $86.80万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $181.84万 | 0.18% | 1,569 | 298 | 23.4% | $34.54万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $181.01万 | 0.17% | 5,045 | 1,897 | 60.3% | $68.06万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $180.94万 | 0.17% | 29,833 | 1,818 | 6.5% | $11.03万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $178.64万 | 0.17% | 27,641 | -7,162 | -20.6% | -$46.29万 | 减仓 |
| MMM | 3M CO | $178.26万 | 0.17% | 12,274 | 331 | 2.8% | $4.81万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $178.20万 | 0.17% | 113,866 | 3,174 | 2.9% | $4.97万 | 加仓 |
| SOLV | SOLVENTUM CORP | $177.90万 | 0.17% | 27,243 | -32,536 | -54.4% | -$212.46万 | 减仓 |
| HCKT | HACKETT GROUP INC | $175.79万 | 0.17% | 135,116 | 37,296 | 38.1% | $48.52万 | 加仓 |
| SEIC | SEI INVTS CO | $175.15万 | 0.17% | 22,320 | -34 | -0.2% | -$2,668 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $173.85万 | 0.17% | 13,757 | 6,833 | 98.7% | $86.35万 | 加仓 |
| TW | TRADEWEB MKTS INC | $171.31万 | 0.17% | 14,560 | -24 | -0.2% | -$2,824 | 减仓 |
| TRMB | TRIMBLE INC | $171.20万 | 0.16% | 26,246 | -37 | -0.1% | -$2,414 | 减仓 |
| PKG | PACKAGING CORP AMER | $170.84万 | 0.16% | 8,050 | 433 | 5.7% | $9.19万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $170.51万 | 0.16% | 21,543 | 115 | 0.5% | $9,102 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $169.79万 | 0.16% | 4,959 | 658 | 15.3% | $22.53万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $168.54万 | 0.16% | 18,266 | 1,040 | 6.0% | $9.60万 | 加仓 |
| KAI | KADANT INC | $167.25万 | 0.16% | 5,721 | 2,840 | 98.6% | $83.03万 | 加仓 |
| CACI | CACI INTL INC | $166.10万 | 0.16% | 3,054 | 141 | 4.8% | $7.67万 | 加仓 |
| IIIN | INSTEEL INDS INC | $164.01万 | 0.16% | 48,798 | 24,266 | 98.9% | $81.56万 | 加仓 |
| ROL | ROLLINS INC | $163.81万 | 0.16% | 30,671 | -43 | -0.1% | -$2,297 | 减仓 |
| TRNS | TRANSCAT INC | $162.77万 | 0.16% | 22,161 | 11,564 | 109.1% | $84.94万 | 加仓 |
| GPC | GENUINE PARTS CO | $162.14万 | 0.16% | 15,332 | 413 | 2.8% | $4.37万 | 加仓 |
| LIN | LINDE PLC | $162.11万 | 0.16% | 3,270 | 288 | 9.7% | $14.28万 | 加仓 |
| USB | US BANCORP | $160.94万 | 0.16% | 30,944 | 962 | 3.2% | $5.00万 | 加仓 |
| MUSA | MURPHY USA INC | $160.64万 | 0.15% | 3,252 | 204 | 6.7% | $10.08万 | 加仓 |
| AYI | ACUITY INC | $159.95万 | 0.15% | 5,708 | 256 | 4.7% | $7.17万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $157.39万 | 0.15% | 18,208 | 8,994 | 97.6% | $77.74万 | 加仓 |
| CHE | CHEMED CORP NEW | $157.33万 | 0.15% | 4,165 | -2,781 | -40.0% | -$105.05万 | 减仓 |
| O | REALTY INCOME CORP | $156.95万 | 0.15% | 25,653 | 1,032 | 4.2% | $6.31万 | 加仓 |
| SSTK | SHUTTERSTOCK INC | $155.37万 | 0.15% | 93,542 | 48,083 | 105.8% | $79.87万 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $154.94万 | 0.15% | 7,548 | 35 | 0.5% | $7,184 | 加仓 |
| VCEL | VERICEL CORP | $154.29万 | 0.15% | 47,962 | 4,683 | 10.8% | $15.07万 | 加仓 |
| ALV | AUTOLIV INC | $153.46万 | 0.15% | 14,593 | 467 | 3.3% | $4.91万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $153.17万 | 0.15% | 5,037 | 397 | 8.6% | $12.07万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $152.42万 | 0.15% | 11,935 | 544 | 4.8% | $6.95万 | 加仓 |
| THG | HANOVER INS GROUP INC | $151.70万 | 0.15% | 8,751 | -4,813 | -35.5% | -$83.43万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $151.62万 | 0.15% | 9,594 | 162 | 1.7% | $2.56万 | 加仓 |
| — | ATKORE INC | $151.26万 | 0.15% | 25,677 | 12,964 | 102.0% | $76.37万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $150.31万 | 0.14% | 15,539 | 113 | 0.7% | $1.09万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $149.61万 | 0.14% | 19,725 | -1,014 | -4.9% | -$7.69万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $149.27万 | 0.14% | 14,719 | 35 | 0.2% | $3,549 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $148.41万 | 0.14% | 19,566 | 227 | 1.2% | $1.72万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $148.16万 | 0.14% | 6,828 | -511 | -7.0% | -$11.09万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $148.15万 | 0.14% | 41,756 | 15,507 | 59.1% | $55.02万 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $147.69万 | 0.14% | 43,889 | 8,862 | 25.3% | $29.82万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $147.51万 | 0.14% | 10,271 | 921 | 9.9% | $13.23万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $146.07万 | 0.14% | 3,845 | 10 | 0.3% | $3,799 | 加仓 |
| PCAR | PACCAR INC | $143.91万 | 0.14% | 12,460 | 57 | 0.5% | $6,584 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $143.87万 | 0.14% | 58,675 | 30,570 | 108.8% | $74.96万 | 加仓 |
| SNPS | SYNOPSYS INC | $141.66万 | 0.14% | 3,573 | -433 | -10.8% | -$17.17万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $140.29万 | 0.14% | 7,758 | 3,070 | 65.5% | $55.51万 | 加仓 |
| AIN | ALBANY INTL CORP | $140.05万 | 0.13% | 26,824 | 13,797 | 105.9% | $72.03万 | 加仓 |
| FICO | FAIR ISAAC CORP | $139.74万 | 0.13% | 1,309 | -218 | -14.3% | -$23.27万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $138.35万 | 0.13% | 71,133 | 400 | 0.6% | $7,780 | 加仓 |
| TFC | TRUIST FINL CORP | $136.91万 | 0.13% | 29,783 | 822 | 2.8% | $3.78万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $135.86万 | 0.13% | 6,625 | -17 | -0.3% | -$3,486 | 减仓 |
| LSTR | LANDSTAR SYS INC | $135.70万 | 0.13% | 8,465 | 561 | 7.1% | $8.99万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $135.15万 | 0.13% | 14,398 | 14,398 | — | $135.15万 | 新建仓 |
| DOW | DOW HLDGS INC | $135.04万 | 0.13% | 32,422 | 3,147 | 10.7% | $13.11万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $134.77万 | 0.13% | 7,988 | 52 | 0.7% | $8,773 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $133.43万 | 0.13% | 4,849 | 132 | 2.8% | $3.63万 | 加仓 |
| LZB | LA Z BOY INC | $133.33万 | 0.13% | 41,483 | 20,817 | 100.7% | $66.91万 | 加仓 |
| AMCR | AMCOR PLC | $132.18万 | 0.13% | 33,254 | 33,254 | — | $132.18万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $132.14万 | 0.13% | 6,964 | 1,133 | 19.4% | $21.50万 | 加仓 |
| VRSN | VERISIGN INC | $132.08万 | 0.13% | 5,318 | -951 | -15.2% | -$23.62万 | 减仓 |
| RDDT | REDDIT INC | $131.03万 | 0.13% | 9,731 | 9,731 | — | $131.03万 | 新建仓 |
| FISV | FISERV INC | $130.66万 | 0.13% | 23,415 | 2,137 | 10.0% | $11.92万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $127.83万 | 0.12% | 4,226 | 287 | 7.3% | $8.68万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $127.74万 | 0.12% | 6,442 | 43 | 0.7% | $8,526 | 加仓 |
| OGS | ONE GAS INC | $127.65万 | 0.12% | 14,821 | 79 | 0.5% | $6,804 | 加仓 |
| CXT | CRANE NXT CO | $127.15万 | 0.12% | 31,325 | 1,311 | 4.4% | $5.32万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $127.03万 | 0.12% | 7,649 | 52 | 0.7% | $8,636 | 加仓 |
| ASML | ASML HLDG NV | $123.37万 | 0.12% | 934 | 44 | 4.9% | $5.81万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $123.29万 | 0.12% | 12,527 | 914 | 7.9% | $9.00万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $122.03万 | 0.12% | 67,717 | 2,361 | 3.6% | $4.25万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $121.89万 | 0.12% | 4,179 | 16 | 0.4% | $4,667 | 加仓 |
| LKQ | LKQ CORP | $121.07万 | 0.12% | 41,224 | 3,464 | 9.2% | $10.17万 | 加仓 |
| EQNR | EQUINOR ASA | $121.07万 | 0.12% | 28,690 | 2,157 | 8.1% | $9.10万 | 加仓 |
| WASH | WASHINGTON TR BANCORP INC | $121.02万 | 0.12% | 36,169 | 788 | 2.2% | $2.64万 | 加仓 |
| IT | GARTNER INC | $120.50万 | 0.12% | 7,610 | 365 | 5.0% | $5.78万 | 加仓 |
| SAFT | SAFETY INS GROUP INC | $120.46万 | 0.12% | 16,583 | 147 | 0.9% | $1.07万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $119.06万 | 0.11% | 27,171 | 199 | 0.7% | $8,720 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $119.02万 | 0.11% | 6,678 | 289 | 4.5% | $5.15万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $116.81万 | 0.11% | 38,360 | 18,968 | 97.8% | $57.76万 | 加仓 |
| KHC | KRAFT HEINZ CO | $116.36万 | 0.11% | 51,738 | 4,871 | 10.4% | $10.95万 | 加仓 |
| TGT | TARGET CORP | $114.90万 | 0.11% | 9,480 | -2,479 | -20.7% | -$30.05万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $114.62万 | 0.11% | 8,610 | 2,278 | 36.0% | $30.32万 | 加仓 |
| MOV | MOVADO GROUP INC | $114.28万 | 0.11% | 46,798 | 733 | 1.6% | $1.79万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $112.99万 | 0.11% | 12,327 | 854 | 7.4% | $7.83万 | 加仓 |
| BBY | BEST BUY INC | $111.69万 | 0.11% | 17,397 | 760 | 4.6% | $4.88万 | 加仓 |
| STRA | STRATEGIC ED INC | $110.30万 | 0.11% | 13,296 | 135 | 1.0% | $1.12万 | 加仓 |