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 |
|---|---|---|---|---|---|---|---|---|
| NUE | NUCOR CORP | $54.86万 | 0.04% | 2,463 | 392 | 18.9% | $8.73万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $54.77万 | 0.04% | 977 | -2 | -0.2% | -$1,121 | 减仓 |
| IT | GARTNER INC | $54.69万 | 0.04% | 4,219 | -3,391 | -44.6% | -$43.95万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $53.81万 | 0.04% | 1,607 | -14 | -0.9% | -$4,687 | 减仓 |
| TENB | TENABLE HLDGS INC | $53.55万 | 0.04% | 14,519 | -121 | -0.8% | -$4,462 | 减仓 |
| DHI | D R HORTON INC | $52.64万 | 0.04% | 3,232 | 413 | 14.7% | $6.73万 | 加仓 |
| EPAM | EPAM SYS INC | $52.46万 | 0.04% | 6,611 | -8,297 | -55.7% | -$65.84万 | 减仓 |
| IESC | IES HOLDINGS INC | $52.16万 | 0.04% | 710 | -3 | -0.4% | -$2,204 | 减仓 |
| TER | TERADYNE INC | $50.80万 | 0.04% | 1,050 | -8 | -0.8% | -$3,871 | 减仓 |
| GNRC | GENERAC HLDGS INC | $50.04万 | 0.04% | 1,709 | -16 | -0.9% | -$4,685 | 减仓 |
| MGNI | MAGNITE INC | $49.74万 | 0.04% | 26,206 | -215 | -0.8% | -$4,081 | 减仓 |
| BAC | BANK OF AMER CORP | $49.54万 | 0.04% | 8,695 | 1,371 | 18.7% | $7.81万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $48.02万 | 0.04% | 1,659 | 22 | 1.3% | $6,367 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $47.24万 | 0.04% | 1,316 | -10 | -0.8% | -$3,590 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $46.75万 | 0.04% | 8,892 | -11 | -0.1% | -$578 | 减仓 |
| DE | DEERE & CO | $46.50万 | 0.04% | 733 | 98 | 15.4% | $6.22万 | 加仓 |
| ROKU | ROKU INC | $45.83万 | 0.04% | 3,318 | -35 | -1.0% | -$4,835 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $45.22万 | 0.04% | 2,019 | -4 | -0.2% | -$896 | 减仓 |
| PII | POLARIS INC | $45.16万 | 0.04% | 6,599 | -9 | -0.1% | -$616 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $44.98万 | 0.04% | 11,545 | -15 | -0.1% | -$584 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $44.51万 | 0.04% | 5,617 | -57 | -1.0% | -$4,517 | 减仓 |
| CB | CHUBB LIMITED | $42.83万 | 0.03% | 1,257 | 164 | 15.0% | $5.59万 | 加仓 |
| CC | CHEMOURS CO | $42.40万 | 0.03% | 20,664 | -21 | -0.1% | -$431 | 减仓 |
| TPR | TAPESTRY INC | $42.13万 | 0.03% | 2,878 | 35 | 1.2% | $5,123 | 加仓 |
| ETSY | ETSY INC | $42.00万 | 0.03% | 5,575 | -55 | -1.0% | -$4,143 | 减仓 |
| ILMN | ILLUMINA INC | $41.92万 | 0.03% | 2,384 | -26 | -1.1% | -$4,572 | 减仓 |
| STLD | STEEL DYNAMICS INC | $41.69万 | 0.03% | 1,817 | 25 | 1.4% | $5,737 | 加仓 |
| EME | EMCOR GROUP INC | $41.08万 | 0.03% | 495 | 4 | 0.8% | $3,320 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $40.18万 | 0.03% | 1,687 | 22 | 1.3% | $5,240 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $40.09万 | 0.03% | 3,382 | 42 | 1.3% | $4,978 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $39.55万 | 0.03% | 1,064 | -8 | -0.7% | -$2,973 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $38.91万 | 0.03% | 2,151 | 750 | 53.5% | $13.57万 | 加仓 |
| COKE | COCA COLA CONS INC | $38.76万 | 0.03% | 2,030 | 28 | 1.4% | $5,346 | 加仓 |
| — | SIMULATIONS PLUS INC | $38.63万 | 0.03% | 21,096 | -149 | -0.7% | -$2,728 | 减仓 |
| DY | DYCOM INDS INC | $38.32万 | 0.03% | 758 | -5 | -0.7% | -$2,528 | 减仓 |
| CLFD | CLEARFIELD INC | $38.25万 | 0.03% | 9,612 | -85 | -0.9% | -$3,382 | 减仓 |
| NP | NEPTUNE INS HLDGS INC | $38.22万 | 0.03% | 12,134 | -109 | -0.9% | -$3,434 | 减仓 |
| EVER | EVERQUOTE INC | $38.09万 | 0.03% | 16,012 | -135 | -0.8% | -$3,212 | 减仓 |
| GVA | GRANITE CONSTR INC | $37.65万 | 0.03% | 2,382 | -27 | -1.1% | -$4,268 | 减仓 |
| DT | DYNATRACE INC | $37.62万 | 0.03% | 8,567 | -78 | -0.9% | -$3,425 | 减仓 |
| EBAY | EBAY INC. | $37.50万 | 0.03% | 3,356 | -36 | -1.1% | -$4,023 | 减仓 |
| LQDT | LIQUIDITY SVCS INC | $37.15万 | 0.03% | 9,496 | -87 | -0.9% | -$3,403 | 减仓 |
| GM | GENERAL MTRS CO | $36.98万 | 0.03% | 4,797 | 57 | 1.2% | $4,394 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $36.89万 | 0.03% | 1,372 | -2 | -0.1% | -$538 | 减仓 |
| IWV | ISHARES TR | $36.72万 | 0.03% | 861 | 138 | 19.1% | $5.89万 | 加仓 |
| HXL | HEXCEL CORP NEW | $36.17万 | 0.03% | 3,615 | -38 | -1.0% | -$3,802 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $36.14万 | 0.03% | 4,731 | 58 | 1.2% | $4,431 | 加仓 |
| OSK | OSHKOSH CORP | $35.81万 | 0.03% | 2,333 | 30 | 1.3% | $4,604 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $35.76万 | 0.03% | 1,322 | 210 | 18.9% | $5.68万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $35.59万 | 0.03% | 10,696 | 129 | 1.2% | $4,292 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC | $35.19万 | 0.03% | 4,612 | -47 | -1.0% | -$3,587 | 减仓 |
| B | BARRICK MNG CORP | $35.00万 | 0.03% | 9,530 | 853 | 9.8% | $3.13万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $34.98万 | 0.03% | 4,292 | -44 | -1.0% | -$3,586 | 减仓 |
| ADEA | ADEIA INC | $34.67万 | 0.03% | 10,529 | 65 | 0.6% | $2,140 | 加仓 |
| HCA | HCA HEALTHCARE INC | $34.15万 | 0.03% | 876 | 94 | 12.0% | $3.66万 | 加仓 |
| EVR | EVERCORE INC | $33.87万 | 0.03% | 992 | 12 | 1.2% | $4,097 | 加仓 |
| AGYS | AGILYSYS INC | $33.78万 | 0.03% | 3,233 | -33 | -1.0% | -$3,449 | 减仓 |
| QLYS | QUALYS INC | $33.73万 | 0.03% | 2,453 | -27 | -1.1% | -$3,712 | 减仓 |
| DHR | DANAHER CORP DEL | $33.66万 | 0.03% | 1,767 | 178 | 11.2% | $3.39万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $33.46万 | 0.03% | 7,471 | 667 | 9.8% | $2.99万 | 加仓 |
| DBX | DROPBOX INC | $33.27万 | 0.03% | 12,113 | -109 | -0.9% | -$2,994 | 减仓 |
| AGG | ISHARES TR | $33.21万 | 0.03% | 3,356 | 627 | 23.0% | $6.21万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $33.19万 | 0.03% | 4,103 | 370 | 9.9% | $2.99万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $33.16万 | 0.03% | 1,180 | 14 | 1.2% | $3,934 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $32.89万 | 0.03% | 1,411 | 17 | 1.2% | $3,963 | 加仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $32.84万 | 0.03% | 10,973 | -99 | -0.9% | -$2,963 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $32.64万 | 0.03% | 1,935 | -17 | -0.9% | -$2,867 | 减仓 |
| SSD | SIMPSON MFG INC | $31.49万 | 0.03% | 1,504 | 21 | 1.4% | $4,396 | 加仓 |
| YETI | YETI HLDGS INC | $31.36万 | 0.03% | 6,327 | -59 | -0.9% | -$2,924 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $30.97万 | 0.02% | 7,173 | -67 | -0.9% | -$2,893 | 减仓 |
| — | ELECTRONIC ARTS INC | $30.82万 | 0.02% | 1,503 | -14 | -0.9% | -$2,871 | 减仓 |
| CBRE | CBRE GROUP INC | $30.20万 | 0.02% | 2,242 | 156 | 7.5% | $2.10万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $30.17万 | 0.02% | 3,967 | 46 | 1.2% | $3,498 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $30.05万 | 0.02% | 2,391 | -25 | -1.0% | -$3,142 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $29.99万 | 0.02% | 471 | -1,293 | -73.3% | -$82.33万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $29.98万 | 0.02% | 916 | 916 | — | $29.98万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $29.98万 | 0.02% | 1,489 | -14 | -0.9% | -$2,818 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $29.93万 | 0.02% | 3,265 | -32 | -1.0% | -$2,934 | 减仓 |
| TBCH | TURTLE BEACH CORP | $29.75万 | 0.02% | 23,893 | -191 | -0.8% | -$2,378 | 减仓 |
| RS | RELIANCE INC | $29.25万 | 0.02% | 783 | 9 | 1.2% | $3,362 | 加仓 |
| AUGO | AURA MINERALS INC | $28.81万 | 0.02% | 4,577 | -46 | -1.0% | -$2,896 | 减仓 |
| DASH | DOORDASH INC | $28.68万 | 0.02% | 1,554 | -14 | -0.9% | -$2,583 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $28.62万 | 0.02% | 1,481 | -8 | -0.5% | -$1,546 | 减仓 |
| PJT | PJT PARTNERS INC | $28.56万 | 0.02% | 1,892 | -16 | -0.8% | -$2,415 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $28.46万 | 0.02% | 3,297 | -34 | -1.0% | -$2,935 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $28.35万 | 0.02% | 1,406 | 18 | 1.3% | $3,629 | 加仓 |
| EGO | ELDORADO GOLD CORP NEW | $28.18万 | 0.02% | 9,063 | 807 | 9.8% | $2.51万 | 加仓 |
| XPEL | XPEL INC | $28.02万 | 0.02% | 5,649 | -58 | -1.0% | -$2,877 | 减仓 |
| PCYO | PURE CYCLE CORP | $27.98万 | 0.02% | 26,121 | -214 | -0.8% | -$2,292 | 减仓 |
| SONO | SONOS INC | $27.84万 | 0.02% | 20,578 | -166 | -0.8% | -$2,246 | 减仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $27.69万 | 0.02% | 8,876 | -35,013 | -79.8% | -$109.24万 | 减仓 |
| CPNG | COUPANG INC | $27.53万 | 0.02% | 15,850 | -131 | -0.8% | -$2,275 | 减仓 |
| TNC | TENNANT CO | $27.31万 | 0.02% | 3,120 | 38 | 1.2% | $3,327 | 加仓 |
| GDDY | GODADDY INC | $27.25万 | 0.02% | 3,211 | -34 | -1.0% | -$2,886 | 减仓 |
| VVV | VALVOLINE INC | $27.18万 | 0.02% | 6,873 | 80 | 1.2% | $3,163 | 加仓 |
| AGCO | AGCO CORP | $27.17万 | 0.02% | 2,270 | 29 | 1.3% | $3,471 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $26.77万 | 0.02% | 5,680 | 67 | 1.2% | $3,158 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $25.93万 | 0.02% | 2,612 | -28 | -1.1% | -$2,780 | 减仓 |
| LH | LABCORP HOLDINGS INC | $25.93万 | 0.02% | 926 | 10 | 1.1% | $2,800 | 加仓 |
| LYFT | LYFT INC | $25.90万 | 0.02% | 17,725 | -102 | -0.6% | -$1,490 | 减仓 |