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 |
|---|---|---|---|---|---|---|---|---|
| NX | QUANEX BLDG PRODS CORP | $109.75万 | 0.11% | 61,074 | 2,498 | 4.3% | $4.49万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $109.04万 | 0.11% | 10,823 | 78 | 0.7% | $7,858 | 加仓 |
| TTE | TOTALENERGIES SE | $107.49万 | 0.10% | 11,815 | 497 | 4.4% | $4.52万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $107.00万 | 0.10% | 5,396 | -704 | -11.5% | -$13.96万 | 减仓 |
| BRKR | BRUKER CORP | $106.45万 | 0.10% | 29,472 | 10,686 | 56.9% | $38.60万 | 加仓 |
| CPRT | COPART INC | $106.27万 | 0.10% | 32,008 | -5,007 | -13.5% | -$16.62万 | 减仓 |
| FTI | TECHNIPFMC PLC | $105.93万 | 0.10% | 15,324 | 15,324 | — | $105.93万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $105.72万 | 0.10% | 46,452 | 111 | 0.2% | $2,526 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $105.63万 | 0.10% | 5,902 | 42 | 0.7% | $7,517 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $105.56万 | 0.10% | 7,060 | 47 | 0.7% | $7,027 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $104.32万 | 0.10% | 5,518 | 5,518 | — | $104.32万 | 新建仓 |
| GATX | GATX CORP | $103.83万 | 0.10% | 6,081 | 41 | 0.7% | $7,000 | 加仓 |
| ROST | ROSS STORES INC | $103.20万 | 0.10% | 4,764 | -2,139 | -31.0% | -$46.34万 | 减仓 |
| COHU | COHU INC | $101.01万 | 0.10% | 32,987 | 539 | 1.7% | $1.65万 | 加仓 |
| EXEL | EXELIXIS INC | $100.61万 | 0.10% | 23,457 | 23,457 | — | $100.61万 | 新建仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $99.62万 | 0.10% | 7,395 | 320 | 4.5% | $4.31万 | 加仓 |
| HRB | BLOCK H & R INC | $98.89万 | 0.10% | 31,157 | 220 | 0.7% | $6,983 | 加仓 |
| TECH | BIO-TECHNE CORP | $98.86万 | 0.10% | 18,917 | 763 | 4.2% | $3.99万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $98.29万 | 0.09% | 7,461 | 650 | 9.5% | $8.56万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $97.85万 | 0.09% | 11,862 | 531 | 4.7% | $4.38万 | 加仓 |
| HPQ | HP INC | $97.33万 | 0.09% | 50,664 | 2,702 | 5.6% | $5.19万 | 加仓 |
| AMZN | AMAZON COM INC | $97.20万 | 0.09% | 4,667 | 876 | 23.1% | $18.24万 | 加仓 |
| DOCU | DOCUSIGN INC | $96.29万 | 0.09% | 20,311 | 6,650 | 48.7% | $31.53万 | 加仓 |
| SHEL | SHELL PLC | $96.17万 | 0.09% | 10,341 | 438 | 4.4% | $4.07万 | 加仓 |
| CI | THE CIGNA GROUP | $95.60万 | 0.09% | 3,584 | 461 | 14.8% | $12.30万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $95.47万 | 0.09% | 10,231 | 458 | 4.7% | $4.27万 | 加仓 |
| ADSK | AUTODESK INC | $95.42万 | 0.09% | 3,986 | -522 | -11.6% | -$12.50万 | 减仓 |
| TGLS | TECNOGLASS INC | $94.05万 | 0.09% | 21,110 | 10,642 | 101.7% | $47.41万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $89.87万 | 0.09% | 15,370 | 690 | 4.7% | $4.03万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $89.63万 | 0.09% | 11,193 | -323 | -2.8% | -$2.59万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $88.48万 | 0.09% | 21,361 | 156 | 0.7% | $6,462 | 加仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $88.07万 | 0.08% | 34,069 | 14,630 | 75.3% | $37.82万 | 加仓 |
| AMBA | AMBARELLA INC | $87.88万 | 0.08% | 17,073 | 98 | 0.6% | $5,045 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $86.28万 | 0.08% | 50,841 | 2,280 | 4.7% | $3.87万 | 加仓 |
| IOSP | INNOSPEC INC | $86.24万 | 0.08% | 11,810 | 449 | 4.0% | $3.28万 | 加仓 |
| MORN | MORNINGSTAR INC | $86.10万 | 0.08% | 5,093 | 244 | 5.0% | $4.12万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $86.02万 | 0.08% | 8,684 | -1,661 | -16.1% | -$16.45万 | 减仓 |
| NVR | NVR INC | $85.01万 | 0.08% | 129 | 7 | 5.7% | $4.61万 | 加仓 |
| CRVL | CORVEL CORP | $84.53万 | 0.08% | 15,467 | 7,850 | 103.1% | $42.90万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $83.35万 | 0.08% | 8,781 | 176 | 2.0% | $1.67万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $82.28万 | 0.08% | 36,088 | 261 | 0.7% | $5,951 | 加仓 |
| NWSA | NEWS CORP NEW | $82.22万 | 0.08% | 32,979 | 244 | 0.7% | $6,083 | 加仓 |
| CAT | CATERPILLAR INC | $79.99万 | 0.08% | 1,129 | 418 | 58.8% | $29.61万 | 加仓 |
| PGR | PROGRESSIVE CORP | $79.63万 | 0.08% | 4,017 | 282 | 7.6% | $5.59万 | 加仓 |
| DBI | DESIGNER BRANDS INC | $79.21万 | 0.08% | 139,201 | 1,911 | 1.4% | $1.09万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $78.29万 | 0.08% | 3,799 | 239 | 6.7% | $4.93万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $77.05万 | 0.07% | 85,421 | 655 | 0.8% | $5,908 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $76.08万 | 0.07% | 1,942 | -54 | -2.7% | -$2.12万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $74.89万 | 0.07% | 16,148 | 116 | 0.7% | $5,380 | 加仓 |
| NET | CLOUDFLARE INC | $74.67万 | 0.07% | 3,619 | 3,619 | — | $74.67万 | 新建仓 |
| RMR | RMR GROUP INC | $73.90万 | 0.07% | 47,770 | 1,634 | 3.5% | $2.53万 | 加仓 |
| BOX | BOX INC | $72.58万 | 0.07% | 30,702 | 3,417 | 12.5% | $8.08万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $72.20万 | 0.07% | 58,794 | 431 | 0.7% | $5,293 | 加仓 |
| OGE | OGE ENERGY CORP | $71.45万 | 0.07% | 14,897 | 107 | 0.7% | $5,132 | 加仓 |
| NNN | NNN REIT INC | $70.95万 | 0.07% | 16,882 | 533 | 3.3% | $2.24万 | 加仓 |
| BURL | BURLINGTON STORES INC | $69.86万 | 0.07% | 2,147 | -667 | -23.7% | -$21.70万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $69.70万 | 0.07% | 10,375 | 10,375 | — | $69.70万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $69.50万 | 0.07% | 12,303 | 12,303 | — | $69.50万 | 新建仓 |
| SON | SONOCO PRODS CO | $69.18万 | 0.07% | 12,790 | 589 | 4.8% | $3.19万 | 加仓 |
| MTZ | MASTEC INC | $68.95万 | 0.07% | 2,143 | -3,894 | -64.5% | -$125.29万 | 减仓 |
| RVTY | REVVITY INC | $68.91万 | 0.07% | 7,866 | 7,866 | — | $68.91万 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $68.75万 | 0.07% | 11,118 | 11,118 | — | $68.75万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $68.45万 | 0.07% | 10,595 | 10,595 | — | $68.45万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $68.05万 | 0.07% | 6,622 | 513 | 8.4% | $5.27万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $67.92万 | 0.07% | 6,096 | 592 | 10.8% | $6.60万 | 加仓 |
| — | CHART INDS INC | $67.50万 | 0.07% | 3,265 | -1,020 | -23.8% | -$21.09万 | 减仓 |
| STAA | STAAR SURGICAL CO | $67.47万 | 0.07% | 36,078 | 15,761 | 77.6% | $29.47万 | 加仓 |
| MKL | MARKEL GROUP INC | $67.38万 | 0.06% | 352 | -43 | -10.9% | -$8.23万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $66.70万 | 0.06% | 4,239 | -1,394 | -24.7% | -$21.93万 | 减仓 |
| WGO | WINNEBAGO INDS INC | $66.51万 | 0.06% | 21,463 | 691 | 3.3% | $2.14万 | 加仓 |
| SPSC | SPS COMM INC | $66.30万 | 0.06% | 11,910 | 2,991 | 33.5% | $16.65万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $66.30万 | 0.06% | 2,396 | 2,396 | — | $66.30万 | 新建仓 |
| NEOG | NEOGEN CORP | $66.21万 | 0.06% | 71,271 | 2,226 | 3.2% | $2.07万 | 加仓 |
| GPN | GLOBAL PMTS INC | $65.57万 | 0.06% | 9,743 | 3,422 | 54.1% | $23.03万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $65.44万 | 0.06% | 4,363 | -2,182 | -33.3% | -$32.73万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $65.19万 | 0.06% | 20,365 | 10,643 | 109.5% | $34.07万 | 加仓 |
| TNET | TRINET GROUP INC | $63.88万 | 0.06% | 17,536 | 1,565 | 9.8% | $5.70万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $63.38万 | 0.06% | 26,485 | 26,485 | — | $63.38万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $61.98万 | 0.06% | 10,280 | 107 | 1.1% | $6,451 | 加仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $60.29万 | 0.06% | 105,774 | 4,217 | 4.2% | $2.40万 | 加仓 |
| CNC | CENTENE CORP DEL | $58.79万 | 0.06% | 17,958 | 1,068 | 6.3% | $3.50万 | 加仓 |
| AOS | SMITH A O CORP | $57.95万 | 0.06% | 8,788 | 64 | 0.7% | $4,220 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $57.91万 | 0.06% | 3,565 | 226 | 6.8% | $3.67万 | 加仓 |
| ACH | ACCENDRA HEALTH INC | $54.81万 | 0.05% | 240,379 | 121,865 | 102.8% | $27.79万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $53.70万 | 0.05% | 31,604 | 231 | 0.7% | $3,925 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $53.47万 | 0.05% | 8,903 | 475 | 5.6% | $2.85万 | 加仓 |
| XNCR | XENCOR INC | $50.75万 | 0.05% | 42,084 | 1,121 | 2.7% | $1.35万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $49.78万 | 0.05% | 11,560 | 608 | 5.6% | $2.62万 | 加仓 |
| RACE | FERRARI N V | $49.72万 | 0.05% | 1,469 | 124 | 9.2% | $4.20万 | 加仓 |
| NRC | NATIONAL RESH CORP | $46.85万 | 0.05% | 27,594 | 427 | 1.6% | $7,250 | 加仓 |
| CC | CHEMOURS CO | $45.57万 | 0.04% | 20,685 | 1,065 | 5.4% | $2.35万 | 加仓 |
| IWX | ISHARES TR | $44.00万 | 0.04% | 4,748 | -16,308 | -77.5% | -$151.13万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $42.89万 | 0.04% | 507 | 103 | 25.5% | $8.71万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $41.58万 | 0.04% | 979 | -94 | -8.8% | -$3.99万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $41.10万 | 0.04% | 2,023 | -470 | -18.9% | -$9.55万 | 减仓 |
| ATEN | A10 NETWORKS INC | $40.99万 | 0.04% | 17,728 | 3,205 | 22.1% | $7.41万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $40.62万 | 0.04% | 1,621 | 1,621 | — | $40.62万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $40.39万 | 0.04% | 6,146 | 6,146 | — | $40.39万 | 新建仓 |
| TPR | TAPESTRY INC | $40.12万 | 0.04% | 2,843 | -75 | -2.6% | -$1.06万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $39.18万 | 0.04% | 5,674 | 5,674 | — | $39.18万 | 新建仓 |