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 |
|---|---|---|---|---|---|---|---|---|
| DHI | D R HORTON INC | $38.68万 | 0.04% | 2,819 | 586 | 26.2% | $8.04万 | 加仓 |
| COKE | COCA COLA CONS INC | $38.39万 | 0.04% | 2,002 | -55 | -2.7% | -$1.05万 | 减仓 |
| AUGO | AURA MINERALS INC | $37.72万 | 0.04% | 4,623 | 4,623 | — | $37.72万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $37.51万 | 0.04% | 900 | 900 | — | $37.51万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $37.17万 | 0.04% | 6,804 | 297 | 4.6% | $1.62万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $37.01万 | 0.04% | 782 | 130 | 19.9% | $6.15万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $36.61万 | 0.04% | 3,933 | 57 | 1.5% | $5,306 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $36.34万 | 0.04% | 3,733 | 161 | 4.5% | $1.57万 | 加仓 |
| TIC | TIC SOLUTIONS INC | $36.34万 | 0.04% | 55,228 | 319 | 0.6% | $2,099 | 加仓 |
| EME | EMCOR GROUP INC | $36.25万 | 0.03% | 491 | -4,179 | -89.5% | -$308.54万 | 减仓 |
| PII | POLARIS INC | $36.01万 | 0.03% | 6,608 | -1,326 | -16.7% | -$7.23万 | 减仓 |
| DE | DEERE & CO | $35.77万 | 0.03% | 635 | 135 | 27.0% | $7.60万 | 加仓 |
| BAC | BANK AMERICA CORP | $35.70万 | 0.03% | 7,324 | 1,569 | 27.3% | $7.65万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $35.66万 | 0.03% | 5,447 | -143 | -2.6% | -$9,361 | 减仓 |
| CB | CHUBB LTD SWITZ | $35.62万 | 0.03% | 1,093 | 219 | 25.1% | $7.14万 | 加仓 |
| B | BARRICK MNG CORP | $35.39万 | 0.03% | 8,677 | 377 | 4.5% | $1.54万 | 加仓 |
| GM | GENERAL MTRS CO | $35.31万 | 0.03% | 4,740 | -123 | -2.5% | -$9,164 | 减仓 |
| NUE | NUCOR CORP | $35.02万 | 0.03% | 2,071 | -47 | -2.2% | -$7,948 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $34.69万 | 0.03% | 1,637 | -45 | -2.7% | -$9,535 | 减仓 |
| IESC | IES HOLDINGS INC | $33.97万 | 0.03% | 713 | 713 | — | $33.97万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $33.97万 | 0.03% | 4,673 | -123 | -2.6% | -$8,941 | 减仓 |
| OSK | OSHKOSH CORP | $33.90万 | 0.03% | 2,303 | -61 | -2.6% | -$8,980 | 减仓 |
| GNRC | GENERAC HLDGS INC | $33.69万 | 0.03% | 1,725 | 1,725 | — | $33.69万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $33.46万 | 0.03% | 1,952 | 1,952 | — | $33.46万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $33.23万 | 0.03% | 1,326 | -3,954 | -74.9% | -$99.10万 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD | $32.75万 | 0.03% | 26,586 | 1,148 | 4.5% | $1.41万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $32.75万 | 0.03% | 7,240 | -792 | -9.9% | -$3.58万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $32.26万 | 0.03% | 1,792 | -50 | -2.7% | -$9,000 | 减仓 |
| DT | DYNATRACE INC | $31.97万 | 0.03% | 8,645 | 8,645 | — | $31.97万 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $31.74万 | 0.03% | 1,924 | 1,924 | — | $31.74万 | 新建仓 |
| ROKU | ROKU INC | $31.73万 | 0.03% | 3,353 | 3,353 | — | $31.73万 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $31.69万 | 0.03% | 5,613 | -147 | -2.6% | -$8,298 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $31.67万 | 0.03% | 1,374 | 1,374 | — | $31.67万 | 新建仓 |
| MGNI | MAGNITE INC | $31.39万 | 0.03% | 26,421 | 26,421 | — | $31.39万 | 新建仓 |
| TER | TERADYNE INC | $31.37万 | 0.03% | 1,058 | -540 | -33.8% | -$16.01万 | 减仓 |
| CALX | CALIX INC | $31.27万 | 0.03% | 6,383 | 2,189 | 52.2% | $10.72万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $31.22万 | 0.03% | 3,340 | -88 | -2.6% | -$8,226 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $31.18万 | 0.03% | 1,665 | -45 | -2.6% | -$8,427 | 减仓 |
| — | ELECTRONIC ARTS INC | $30.93万 | 0.03% | 1,517 | -423 | -21.8% | -$8.62万 | 减仓 |
| EBAY | EBAY INC. | $30.87万 | 0.03% | 3,392 | 3,392 | — | $30.87万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $30.31万 | 0.03% | 1,503 | 1,503 | — | $30.31万 | 新建仓 |
| CPNG | COUPANG INC | $30.17万 | 0.03% | 15,981 | 15,981 | — | $30.17万 | 新建仓 |
| DHR | DANAHER CORP DEL | $30.13万 | 0.03% | 1,589 | 246 | 18.3% | $4.66万 | 加仓 |
| ILMN | ILLUMINA INC | $29.71万 | 0.03% | 2,410 | 2,410 | — | $29.71万 | 新建仓 |
| HUN | HUNTSMAN CORP | $29.69万 | 0.03% | 22,309 | 1,162 | 5.5% | $1.55万 | 加仓 |
| NP | NEPTUNE INS HLDGS INC | $29.62万 | 0.03% | 12,243 | 12,243 | — | $29.62万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $29.56万 | 0.03% | 3,653 | 3,653 | — | $29.56万 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $29.36万 | 0.03% | 2,416 | 2,416 | — | $29.36万 | 新建仓 |
| VICR | VICOR CORP | $29.32万 | 0.03% | 1,821 | 1,821 | — | $29.32万 | 新建仓 |
| LQDT | LIQUIDITY SVCS INC | $29.30万 | 0.03% | 9,583 | 1,531 | 19.0% | $4.68万 | 加仓 |
| EVR | EVERCORE INC | $29.25万 | 0.03% | 980 | -24 | -2.4% | -$7,164 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $29.01万 | 0.03% | 1,388 | -37 | -2.6% | -$7,734 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $28.94万 | 0.03% | 1,112 | 1,112 | — | $28.94万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $28.88万 | 0.03% | 2,409 | 2,409 | — | $28.88万 | 新建仓 |
| EGO | ELDORADO GOLD CORP NEW | $28.34万 | 0.03% | 8,256 | 360 | 4.6% | $1.24万 | 加仓 |
| CBRE | CBRE GROUP INC | $28.26万 | 0.03% | 2,086 | 142 | 7.3% | $1.92万 | 加仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $28.16万 | 0.03% | 22,104 | -13 | -0.1% | -$166 | 减仓 |
| ETSY | ETSY INC | $28.14万 | 0.03% | 5,630 | 5,630 | — | $28.14万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $28.10万 | 0.03% | 3,297 | 3,297 | — | $28.10万 | 新建仓 |
| SONO | SONOS INC | $27.80万 | 0.03% | 20,744 | 20,744 | — | $27.80万 | 新建仓 |
| TFIN | TRIUMPH FINANCIAL INC | $27.80万 | 0.03% | 4,659 | 4,659 | — | $27.80万 | 新建仓 |
| DBX | DROPBOX INC | $27.77万 | 0.03% | 12,222 | 12,222 | — | $27.77万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $27.69万 | 0.03% | 1,072 | 1,072 | — | $27.69万 | 新建仓 |
| — | CSG SYS INTL INC | $27.64万 | 0.03% | 3,458 | -91 | -2.6% | -$7,275 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $27.19万 | 0.03% | 4,336 | 4,336 | — | $27.19万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $27.09万 | 0.03% | 1,480 | -607 | -29.1% | -$11.11万 | 减仓 |
| AGG | ISHARES TR | $27.09万 | 0.03% | 2,729 | 345 | 14.5% | $3.42万 | 加仓 |
| KBR | KBR INC | $26.83万 | 0.03% | 7,280 | 7,280 | — | $26.83万 | 新建仓 |
| GDDY | GODADDY INC | $26.83万 | 0.03% | 3,245 | 3,245 | — | $26.83万 | 新建仓 |
| IWV | ISHARES TR | $26.80万 | 0.03% | 723 | 64 | 9.7% | $2.37万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $26.78万 | 0.03% | 3,331 | 3,331 | — | $26.78万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $26.67万 | 0.03% | 3,921 | -103 | -2.6% | -$7,006 | 减仓 |
| PJT | PJT PARTNERS INC | $26.66万 | 0.03% | 1,908 | -648 | -25.4% | -$9.05万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $26.64万 | 0.03% | 2,466 | 2,466 | — | $26.64万 | 新建仓 |
| PCYO | PURE CYCLE CORP | $26.49万 | 0.03% | 26,335 | 12,431 | 89.4% | $12.51万 | 加仓 |
| NEM | NEWMONT CORP | $26.49万 | 0.03% | 2,447 | -920 | -27.3% | -$9.96万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $26.42万 | 0.03% | 2,640 | -128 | -4.6% | -$1.28万 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $26.31万 | 0.03% | 7,581 | 328 | 4.5% | $1.14万 | 加仓 |
| AGCO | AGCO CORP | $25.97万 | 0.03% | 2,241 | -59 | -2.6% | -$6,836 | 减仓 |
| DY | DYCOM INDS INC | $25.85万 | 0.02% | 763 | 763 | — | $25.85万 | 新建仓 |
| APPF | APPFOLIO INC | $25.71万 | 0.02% | 1,629 | 120 | 8.0% | $1.89万 | 加仓 |
| CLFD | CLEARFIELD INC | $25.67万 | 0.02% | 9,697 | 9,697 | — | $25.67万 | 新建仓 |
| RVLV | REVOLVE GROUP INC | $25.59万 | 0.02% | 11,316 | 11,316 | — | $25.59万 | 新建仓 |
| — | EGAIN CORP | $25.57万 | 0.02% | 32,408 | 15,460 | 91.2% | $12.20万 | 加仓 |
| SSD | SIMPSON MFG INC | $25.45万 | 0.02% | 1,483 | -40 | -2.6% | -$6,865 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $25.42万 | 0.02% | 1,394 | -37 | -2.6% | -$6,746 | 减仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $25.26万 | 0.02% | 11,609 | 868 | 8.1% | $1.89万 | 加仓 |
| XPEL | XPEL INC | $25.26万 | 0.02% | 5,707 | 5,707 | — | $25.26万 | 新建仓 |
| ADEA | ADEIA INC | $25.14万 | 0.02% | 10,464 | 93 | 0.9% | $2,235 | 加仓 |
| — | SIMULATIONS PLUS INC | $25.11万 | 0.02% | 21,245 | 21,245 | — | $25.11万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $25.06万 | 0.02% | 1,913 | 84 | 4.6% | $1.10万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $24.96万 | 0.02% | 10,567 | -277 | -2.6% | -$6,543 | 减仓 |
| EVER | EVERQUOTE INC | $24.90万 | 0.02% | 16,147 | 7,026 | 77.0% | $10.83万 | 加仓 |
| FCN | FTI CONSULTING INC | $24.89万 | 0.02% | 1,408 | 19 | 1.4% | $3,359 | 加仓 |
| OR | OR ROYALTIES INC. | $24.84万 | 0.02% | 6,534 | 280 | 4.5% | $1.06万 | 加仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $24.83万 | 0.02% | 11,072 | 11,072 | — | $24.83万 | 新建仓 |
| TENB | TENABLE HLDGS INC | $24.76万 | 0.02% | 14,640 | 14,640 | — | $24.76万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $24.59万 | 0.02% | 1,489 | -614 | -29.2% | -$10.14万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $24.44万 | 0.02% | 916 | -23 | -2.4% | -$6,137 | 减仓 |
| TBCH | TURTLE BEACH CORP | $24.42万 | 0.02% | 24,084 | 24,084 | — | $24.42万 | 新建仓 |