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 |
|---|---|---|---|---|---|---|---|---|
| MORN | MORNINGSTAR INC | $135.52万 | 0.11% | 8,686 | 3,593 | 70.5% | $56.06万 | 加仓 |
| BBY | BEST BUY INC | $135.48万 | 0.11% | 17,854 | 457 | 2.6% | $3.47万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $134.01万 | 0.11% | 3,962 | -264 | -6.2% | -$8.93万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $133.46万 | 0.11% | 9,950 | -321 | -3.1% | -$4.31万 | 减仓 |
| VRSN | VERISIGN INC | $132.67万 | 0.11% | 5,274 | -44 | -0.8% | -$1.11万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $132.27万 | 0.11% | 5,489 | -29 | -0.5% | -$6,988 | 减仓 |
| ARCC | ARES CAPITAL CORP | $131.92万 | 0.11% | 71,192 | 3,475 | 5.1% | $6.44万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $129.42万 | 0.10% | 27,143 | -28 | -0.1% | -$1,335 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $129.09万 | 0.10% | 10,631 | 400 | 3.9% | $4.86万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $128.02万 | 0.10% | 9,294 | -300 | -3.1% | -$4.13万 | 减仓 |
| TGT | TARGET CORP | $126.55万 | 0.10% | 9,689 | 209 | 2.2% | $2.73万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $126.31万 | 0.10% | 5,205 | -3,794 | -42.2% | -$92.07万 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $126.16万 | 0.10% | 7,050 | -10 | -0.1% | -$1,790 | 减仓 |
| CELH | CELSIUS HLDGS INC | $126.12万 | 0.10% | 43,073 | 1,317 | 3.2% | $3.86万 | 加仓 |
| KHC | KRAFT HEINZ CO | $125.33万 | 0.10% | 53,062 | 1,324 | 2.6% | $3.13万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $124.81万 | 0.10% | 6,952 | -12 | -0.2% | -$2,154 | 减仓 |
| TW | TRADEWEB MKTS INC | $124.23万 | 0.10% | 12,465 | -2,095 | -14.4% | -$20.88万 | 减仓 |
| CAT | CATERPILLAR INC | $121.40万 | 0.10% | 1,140 | 11 | 1.0% | $1.17万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $118.97万 | 0.10% | 46,399 | -53 | -0.1% | -$1,359 | 减仓 |
| HRB | BLOCK H & R INC | $118.51万 | 0.10% | 31,121 | -36 | -0.1% | -$1,371 | 减仓 |
| FISV | FISERV INC | $118.45万 | 0.10% | 24,149 | 734 | 3.1% | $3.60万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $117.28万 | 0.09% | 12,334 | 472 | 4.0% | $4.49万 | 加仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $117.07万 | 0.09% | 37,740 | 3,671 | 10.8% | $11.39万 | 加仓 |
| TRMB | TRIMBLE INC | $116.21万 | 0.09% | 22,707 | -3,539 | -13.5% | -$18.11万 | 减仓 |
| CNC | CENTENE CORP DEL | $115.87万 | 0.09% | 18,051 | 93 | 0.5% | $5,970 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $115.68万 | 0.09% | 10,811 | -12 | -0.1% | -$1,284 | 减仓 |
| ROL | ROLLINS INC | $115.40万 | 0.09% | 27,647 | -3,024 | -9.9% | -$12.62万 | 减仓 |
| HPQ | HP INC | $114.00万 | 0.09% | 51,958 | 1,294 | 2.6% | $2.84万 | 加仓 |
| LKQ | LKQ CORP | $113.53万 | 0.09% | 43,119 | 1,895 | 4.6% | $4.99万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $112.48万 | 0.09% | 12,896 | 369 | 2.9% | $3.22万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $111.41万 | 0.09% | 43,082 | 4,722 | 12.3% | $12.21万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $111.26万 | 0.09% | 3,975 | 130 | 3.4% | $3.64万 | 加仓 |
| TGLS | TECNOGLASS INC | $111.01万 | 0.09% | 23,715 | 2,605 | 12.3% | $12.19万 | 加仓 |
| CRVL | CORVEL CORP | $108.59万 | 0.09% | 17,369 | 1,902 | 12.3% | $11.89万 | 加仓 |
| AMZN | AMAZON COM INC | $107.94万 | 0.09% | 4,529 | -138 | -3.0% | -$3.29万 | 减仓 |
| GATX | GATX CORP | $107.59万 | 0.09% | 6,072 | -9 | -0.1% | -$1,595 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $105.13万 | 0.08% | 52,854 | 2,013 | 4.0% | $4.00万 | 加仓 |
| SNPS | SYNOPSYS INC | $104.02万 | 0.08% | 2,332 | -1,241 | -34.7% | -$55.36万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $103.57万 | 0.08% | 73,298 | 6,518 | 9.8% | $9.21万 | 加仓 |
| FTI | TECHNIPFMC PLC | $100.98万 | 0.08% | 15,231 | -93 | -0.6% | -$6,166 | 减仓 |
| ROST | ROSS STORES INC | $100.83万 | 0.08% | 4,737 | -27 | -0.6% | -$5,747 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $100.68万 | 0.08% | 11,130 | -63 | -0.6% | -$5,699 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $98.71万 | 0.08% | 15,983 | 613 | 4.0% | $3.79万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $97.78万 | 0.08% | 21,336 | -25 | -0.1% | -$1,146 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $96.85万 | 0.08% | 8,772 | -9 | -0.1% | -$994 | 减仓 |
| TTE | TOTALENERGIES SE | $95.57万 | 0.08% | 12,291 | 476 | 4.0% | $3.70万 | 加仓 |
| EQNR | EQUINOR ASA | $93.68万 | 0.08% | 29,835 | 1,145 | 4.0% | $3.60万 | 加仓 |
| ACH | ACCENDRA HEALTH INC | $93.25万 | 0.08% | 272,661 | 32,282 | 13.4% | $11.04万 | 加仓 |
| CI | THE CIGNA GROUP | $93.21万 | 0.08% | 3,381 | -203 | -5.7% | -$5.60万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $92.94万 | 0.07% | 11,084 | -34 | -0.3% | -$2,851 | 减仓 |
| TNET | TRINET GROUP INC | $91.19万 | 0.07% | 18,426 | 890 | 5.1% | $4.40万 | 加仓 |
| DOW | DOW HLDGS INC | $90.97万 | 0.07% | 33,249 | 827 | 2.6% | $2.26万 | 加仓 |
| DOCU | DOCUSIGN INC | $89.73万 | 0.07% | 20,201 | -110 | -0.5% | -$4,886 | 减仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $89.63万 | 0.07% | 40,593 | 3,618 | 9.8% | $7.99万 | 加仓 |
| FLEX | FLEX LTD | $89.32万 | 0.07% | 5,511 | 64 | 1.2% | $1.04万 | 加仓 |
| PGR | PROGRESSIVE CORP | $88.95万 | 0.07% | 4,072 | 55 | 1.4% | $1.20万 | 加仓 |
| MTZ | MASTEC INC | $88.70万 | 0.07% | 2,132 | -11 | -0.5% | -$4,577 | 减仓 |
| NVR | NVR INC | $87.89万 | 0.07% | 129 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $87.61万 | 0.07% | 5,892 | -10 | -0.2% | -$1,487 | 减仓 |
| RVTY | REVVITY INC | $87.19万 | 0.07% | 7,837 | -29 | -0.4% | -$3,227 | 减仓 |
| VLY | VALLEY NATL BANCORP | $86.03万 | 0.07% | 58,726 | -68 | -0.1% | -$996 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $85.10万 | 0.07% | 86,311 | 890 | 1.0% | $8,775 | 加仓 |
| SHEL | SHELL PLC | $83.50万 | 0.07% | 10,769 | 428 | 4.1% | $3.32万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $82.06万 | 0.07% | 6,882 | 260 | 3.9% | $3.10万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $82.00万 | 0.07% | 36,046 | -42 | -0.1% | -$956 | 减仓 |
| NWSA | NEWS CORP NEW | $81.80万 | 0.07% | 32,944 | -35 | -0.1% | -$869 | 减仓 |
| BOX | BOX INC | $81.79万 | 0.07% | 30,819 | 117 | 0.4% | $3,105 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $81.57万 | 0.07% | 6,098 | -48 | -0.8% | -$6,420 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $80.64万 | 0.07% | 2,383 | -13 | -0.5% | -$4,399 | 减仓 |
| NNN | NNN REIT INC | $78.47万 | 0.06% | 16,864 | -18 | -0.1% | -$838 | 减仓 |
| CINF | CINCINNATI FINL CORP | $78.17万 | 0.06% | 4,222 | -17 | -0.4% | -$3,147 | 减仓 |
| ADSK | AUTODESK INC | $77.05万 | 0.06% | 3,963 | -23 | -0.6% | -$4,472 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $76.06万 | 0.06% | 16,129 | -19 | -0.1% | -$896 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $75.48万 | 0.06% | 10,335 | -40 | -0.4% | -$2,921 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $75.42万 | 0.06% | 3,981 | 48 | 1.2% | $9,094 | 加仓 |
| FDS | FACTSET RESH SYS INC | $74.18万 | 0.06% | 3,224 | -3,604 | -52.8% | -$82.92万 | 减仓 |
| NET | CLOUDFLARE INC | $73.49万 | 0.06% | 2,996 | -623 | -17.2% | -$15.28万 | 减仓 |
| OGE | OGE ENERGY CORP | $72.42万 | 0.06% | 14,882 | -15 | -0.1% | -$730 | 减仓 |
| SON | SONOCO PRODS CO | $71.99万 | 0.06% | 12,776 | -14 | -0.1% | -$789 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $71.83万 | 0.06% | 6,071 | -25 | -0.4% | -$2,958 | 减仓 |
| GPN | GLOBAL PMTS INC | $70.44万 | 0.06% | 9,708 | -35 | -0.4% | -$2,540 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $70.43万 | 0.06% | 10,268 | -12 | -0.1% | -$823 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $70.25万 | 0.06% | 12,277 | -26 | -0.2% | -$1,488 | 减仓 |
| CHE | CHEMED CORP NEW | $70.19万 | 0.06% | 1,507 | -2,658 | -63.8% | -$123.79万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $68.97万 | 0.06% | 20,286 | -79 | -0.4% | -$2,686 | 减仓 |
| MKL | MARKEL GROUP INC | $68.75万 | 0.06% | 352 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $68.55万 | 0.06% | 1,805 | -16 | -0.9% | -$6,076 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $68.06万 | 0.05% | 5,469 | 73 | 1.4% | $9,084 | 加仓 |
| — | CHART INDS INC | $67.93万 | 0.05% | 3,251 | -14 | -0.4% | -$2,925 | 减仓 |
| BURL | BURLINGTON STORES INC | $67.80万 | 0.05% | 2,140 | -7 | -0.3% | -$2,218 | 减仓 |
| TM | TOYOTA MOTOR CORP | $66.56万 | 0.05% | 3,952 | 153 | 4.0% | $2.58万 | 加仓 |
| ATEN | A10 NETWORKS INC | $65.68万 | 0.05% | 17,580 | -148 | -0.8% | -$5,529 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $64.93万 | 0.05% | 26,385 | -100 | -0.4% | -$2,461 | 减仓 |
| HR | HEALTHCARE RLTY TR | $63.67万 | 0.05% | 31,566 | -38 | -0.1% | -$766 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $61.71万 | 0.05% | 3,702 | 137 | 3.8% | $2.28万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $60.42万 | 0.05% | 4,344 | -19 | -0.4% | -$2,643 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $59.67万 | 0.05% | 590 | 83 | 16.4% | $8.39万 | 加仓 |
| RACE | FERRARI N V | $56.74万 | 0.05% | 1,524 | 55 | 3.7% | $2.05万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $55.50万 | 0.04% | 1,130 | 230 | 25.6% | $11.30万 | 加仓 |
| AOS | SMITH A O CORP | $55.06万 | 0.04% | 8,778 | -10 | -0.1% | -$627 | 减仓 |