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 |
|---|---|---|---|---|---|---|---|---|
| PARR | PAR PAC HOLDINGS INC | $210.33万 | 0.17% | 37,505 | -5,253 | -12.3% | -$29.46万 | 减仓 |
| FE | FIRSTENERGY CORP | $210.26万 | 0.17% | 44,227 | 1,115 | 2.6% | $5.30万 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $207.56万 | 0.17% | 26,737 | 7,171 | 36.7% | $55.67万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $207.52万 | 0.17% | 4,997 | 133 | 2.7% | $5.52万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $207.11万 | 0.17% | 116,812 | 2,946 | 2.6% | $5.22万 | 加仓 |
| SRCE | 1ST SOURCE CORP | $206.18万 | 0.17% | 25,273 | -2,233 | -8.1% | -$18.22万 | 减仓 |
| PEN | PENUMBRA INC | $204.67万 | 0.17% | 6,482 | -3,497 | -35.0% | -$110.42万 | 减仓 |
| MMM | 3M CO | $204.14万 | 0.16% | 12,608 | 334 | 2.7% | $5.41万 | 加仓 |
| OMC | OMNICOM GROUP INC | $203.35万 | 0.16% | 27,921 | 516 | 1.9% | $3.76万 | 加仓 |
| BX | BLACKSTONE INC | $202.91万 | 0.16% | 17,244 | -387 | -2.2% | -$4.55万 | 减仓 |
| ASML | ASML HLDG NV | $201.73万 | 0.16% | 1,014 | 80 | 8.6% | $15.92万 | 加仓 |
| KAI | KADANT INC | $201.45万 | 0.16% | 6,411 | 690 | 12.1% | $21.68万 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $201.05万 | 0.16% | 89,995 | 8,144 | 9.9% | $18.19万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $199.44万 | 0.16% | 3,766 | -656 | -14.8% | -$34.74万 | 减仓 |
| PKG | PACKAGING CORP AMER | $197.15万 | 0.16% | 8,274 | 224 | 2.8% | $5.34万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $196.62万 | 0.16% | 27,248 | 574 | 2.2% | $4.14万 | 加仓 |
| TTD | THE TRADE DESK INC | $195.74万 | 0.16% | 108,266 | 2,456 | 2.3% | $4.44万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $194.66万 | 0.16% | 4,448 | 118 | 2.7% | $5.16万 | 加仓 |
| ADBE | ADOBE INC | $194.13万 | 0.16% | 9,469 | 19 | 0.2% | $3,895 | 加仓 |
| STAA | STAAR SURGICAL CO | $193.90万 | 0.16% | 67,583 | 31,505 | 87.3% | $90.39万 | 加仓 |
| THG | HANOVER INS GROUP INC | $192.69万 | 0.16% | 8,999 | 248 | 2.8% | $5.31万 | 加仓 |
| TJX | TJX COS INC NEW | $192.47万 | 0.16% | 12,704 | -21 | -0.2% | -$3,182 | 减仓 |
| USB | US BANCORP | $191.87万 | 0.15% | 31,767 | 823 | 2.7% | $4.97万 | 加仓 |
| SLV | ISHARES SILVER TR | $191.62万 | 0.15% | 35,837 | 3,205 | 9.8% | $17.14万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $190.82万 | 0.15% | 9,227 | 762 | 9.0% | $15.76万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $190.20万 | 0.15% | 1,971 | 29 | 1.5% | $2.80万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $189.82万 | 0.15% | 23,562 | 2,019 | 9.4% | $16.27万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $189.46万 | 0.15% | 4,201 | -18 | -0.4% | -$8,118 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $189.12万 | 0.15% | 15,441 | 1,684 | 12.2% | $20.63万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $188.28万 | 0.15% | 1,362 | -436 | -24.2% | -$60.27万 | 减仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $187.16万 | 0.15% | 55,143 | 55,143 | — | $187.16万 | 新建仓 |
| LZB | LA Z BOY INC | $186.98万 | 0.15% | 46,604 | 5,121 | 12.3% | $20.55万 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $186.54万 | 0.15% | 82,356 | 11,223 | 15.8% | $25.42万 | 加仓 |
| MOV | MOVADO GROUP INC | $186.46万 | 0.15% | 47,433 | 635 | 1.4% | $2.50万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $186.15万 | 0.15% | 13,368 | 4,758 | 55.3% | $66.26万 | 加仓 |
| SAFT | SAFETY INS GROUP INC | $185.59万 | 0.15% | 24,791 | 8,208 | 49.5% | $61.45万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $185.48万 | 0.15% | 21,421 | 9,094 | 73.8% | $78.74万 | 加仓 |
| GPC | GENUINE PARTS CO | $185.43万 | 0.15% | 15,717 | 385 | 2.5% | $4.54万 | 加仓 |
| WASH | WASHINGTON TR BANCORP INC | $183.91万 | 0.15% | 50,414 | 14,245 | 39.4% | $51.97万 | 加仓 |
| LIN | LINDE PLC | $183.55万 | 0.15% | 3,537 | 267 | 8.2% | $13.86万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $181.94万 | 0.15% | 6,221 | 1,262 | 25.4% | $36.91万 | 加仓 |
| CSV | CARRIAGE SVCS INC | $181.08万 | 0.15% | 47,230 | 5,172 | 12.3% | $19.83万 | 加仓 |
| MUSA | MURPHY USA INC | $179.98万 | 0.15% | 3,340 | 88 | 2.7% | $4.74万 | 加仓 |
| STBA | S & T BANCORP INC | $179.75万 | 0.15% | 36,623 | 36,623 | — | $179.75万 | 新建仓 |
| CATY | CATHAY GEN BANCORP | $178.95万 | 0.14% | 28,867 | 28,867 | — | $178.95万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $178.55万 | 0.14% | 15,638 | 18 | 0.1% | $2,055 | 加仓 |
| ALV | AUTOLIV INC | $178.17万 | 0.14% | 15,337 | 744 | 5.1% | $8.64万 | 加仓 |
| NBTB | NBT BANCORP INC | $177.99万 | 0.14% | 36,052 | 36,052 | — | $177.99万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $176.99万 | 0.14% | 9,666 | 9,666 | — | $176.99万 | 新建仓 |
| BRKR | BRUKER CORP | $176.83万 | 0.14% | 29,384 | -88 | -0.3% | -$5,296 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $176.42万 | 0.14% | 30,618 | 785 | 2.6% | $4.52万 | 加仓 |
| HUBS | HUBSPOT INC | $175.10万 | 0.14% | 9,594 | 278 | 3.0% | $5.07万 | 加仓 |
| SPSC | SPS COMM INC | $173.63万 | 0.14% | 30,370 | 18,460 | 155.0% | $105.54万 | 加仓 |
| CNXN | PC CONNECTION INC | $173.27万 | 0.14% | 23,739 | 23,739 | — | $173.27万 | 新建仓 |
| OGS | ONE GAS INC | $172.85万 | 0.14% | 22,428 | 7,607 | 51.3% | $58.63万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $172.70万 | 0.14% | 5,226 | 189 | 3.8% | $6.25万 | 加仓 |
| WGO | WINNEBAGO INDS INC | $172.61万 | 0.14% | 55,253 | 33,790 | 157.4% | $105.56万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $171.68万 | 0.14% | 12,268 | 333 | 2.8% | $4.66万 | 加仓 |
| INVA | INNOVIVA INC | $170.81万 | 0.14% | 75,215 | 75,215 | — | $170.81万 | 新建仓 |
| RDDT | REDDIT INC | $169.10万 | 0.14% | 9,742 | 11 | 0.1% | $1,909 | 加仓 |
| FIVE | FIVE BELOW INC | $167.94万 | 0.14% | 9,341 | -6,470 | -40.9% | -$116.32万 | 减仓 |
| NRC | NRC HEALTH | $167.93万 | 0.14% | 77,854 | 50,260 | 182.1% | $108.41万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $167.74万 | 0.14% | 44,613 | 44,613 | — | $167.74万 | 新建仓 |
| CXT | CRANE NXT CO | $167.63万 | 0.14% | 32,766 | 1,441 | 4.6% | $7.37万 | 加仓 |
| SEIC | SEI INVTS CO | $165.63万 | 0.13% | 18,884 | -3,436 | -15.4% | -$30.14万 | 减仓 |
| IIIN | INSTEEL INDS INC | $165.52万 | 0.13% | 54,808 | 6,010 | 12.3% | $18.15万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $165.39万 | 0.13% | 11,135 | -1,768 | -13.7% | -$26.26万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $163.65万 | 0.13% | 21,196 | 536 | 2.6% | $4.14万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $163.55万 | 0.13% | 20,439 | -11,752 | -36.5% | -$94.04万 | 减仓 |
| O | REALTY INCOME CORP | $163.08万 | 0.13% | 26,321 | 668 | 2.6% | $4.14万 | 加仓 |
| IOSP | INNOSPEC INC | $161.27万 | 0.13% | 19,815 | 8,005 | 67.8% | $65.15万 | 加仓 |
| FICO | FAIR ISAAC CORP | $160.34万 | 0.13% | 1,342 | 33 | 2.5% | $3.94万 | 加仓 |
| STRA | STRATEGIC ED INC | $160.10万 | 0.13% | 20,895 | 7,599 | 57.2% | $58.22万 | 加仓 |
| RMR | RMR GROUP INC | $158.83万 | 0.13% | 77,364 | 29,594 | 62.0% | $60.76万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $157.98万 | 0.13% | 14,704 | -15 | -0.1% | -$1,612 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $157.56万 | 0.13% | 20,097 | 20,097 | — | $157.56万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $156.92万 | 0.13% | 15,524 | -15 | -0.1% | -$1,516 | 减仓 |
| TRGP | TARGA RES CORP | $156.78万 | 0.13% | 5,847 | 5,847 | — | $156.78万 | 新建仓 |
| NEOG | NEOGEN CORP | $155.19万 | 0.13% | 172,630 | 101,359 | 142.2% | $91.12万 | 加仓 |
| AMCR | AMCOR PLC | $155.13万 | 0.13% | 35,786 | 2,532 | 7.6% | $10.98万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $154.93万 | 0.12% | 36,301 | 1,371 | 3.9% | $5.85万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $154.85万 | 0.12% | 7,085 | -5,229 | -42.5% | -$114.29万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $154.32万 | 0.12% | 4,860 | 11 | 0.2% | $3,493 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $153.76万 | 0.12% | 10,812 | 220 | 2.1% | $3.13万 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $153.67万 | 0.12% | 9,317 | 1,769 | 23.4% | $29.18万 | 加仓 |
| TFC | TRUIST FINL CORP | $152.34万 | 0.12% | 30,579 | 796 | 2.7% | $3.97万 | 加仓 |
| PCAR | PACCAR INC | $150.05万 | 0.12% | 12,492 | 32 | 0.3% | $3,844 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $148.32万 | 0.12% | 5,010 | -35 | -0.7% | -$1.04万 | 减仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $147.01万 | 0.12% | 258,813 | 153,039 | 144.7% | $86.93万 | 加仓 |
| SSTK | SHUTTERSTOCK INC | $146.58万 | 0.12% | 105,073 | 11,531 | 12.3% | $16.09万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $145.93万 | 0.12% | 6,434 | -8 | -0.1% | -$1,814 | 减仓 |
| CACI | CACI INTL INC | $145.42万 | 0.12% | 3,139 | 85 | 2.8% | $3.94万 | 加仓 |
| DBI | DESIGNER BRANDS INC | $144.13万 | 0.12% | 247,218 | 108,017 | 77.6% | $62.97万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $143.89万 | 0.12% | 7,640 | -9 | -0.1% | -$1,695 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $139.30万 | 0.11% | 2,735 | -13 | -0.5% | -$6,621 | 减仓 |
| MTN | VAIL RESORTS INC | $138.55万 | 0.11% | 10,176 | -8,136 | -44.4% | -$110.77万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $138.16万 | 0.11% | 4,185 | 6 | 0.1% | $1,981 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $138.14万 | 0.11% | 7,735 | -23 | -0.3% | -$4,108 | 减仓 |
| CPRT | COPART INC | $137.90万 | 0.11% | 48,917 | 16,909 | 52.8% | $47.67万 | 加仓 |
| NDAQ | NASDAQ INC | $136.98万 | 0.11% | 17,379 | 17,379 | — | $136.98万 | 新建仓 |