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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $24.27万 | 0.02% | 2,582 | -68 | -2.6% | -$6,391 | 减仓 |
| POOL | POOL CORP | $24.24万 | 0.02% | 1,198 | 1,198 | — | $24.24万 | 新建仓 |
| FNV | FRANCO NEV CORP | $24.11万 | 0.02% | 976 | 976 | — | $24.11万 | 新建仓 |
| IDCC | INTERDIGITAL INC | $23.86万 | 0.02% | 790 | 7 | 0.9% | $2,114 | 加仓 |
| LYFT | LYFT INC | $23.71万 | 0.02% | 17,827 | 17,827 | — | $23.71万 | 新建仓 |
| DASH | DOORDASH INC | $23.54万 | 0.02% | 1,568 | 1,568 | — | $23.54万 | 新建仓 |
| RS | RELIANCE INC | $23.52万 | 0.02% | 774 | -18 | -2.3% | -$5,471 | 减仓 |
| RGLD | ROYAL GOLD INC | $23.49万 | 0.02% | 923 | 923 | — | $23.49万 | 新建仓 |
| UGI | UGI CORP NEW | $23.39万 | 0.02% | 6,421 | -167 | -2.5% | -$6,082 | 减仓 |
| FLO | FLOWERS FOODS INC | $23.38万 | 0.02% | 28,692 | 1,647 | 6.1% | $1.34万 | 加仓 |
| YETI | YETI HLDGS INC | $23.37万 | 0.02% | 6,386 | 6,386 | — | $23.37万 | 新建仓 |
| WHR | WHIRLPOOL CORP | $23.34万 | 0.02% | 4,328 | 237 | 5.8% | $1.28万 | 加仓 |
| AGYS | AGILYSYS INC | $23.23万 | 0.02% | 3,266 | -366 | -10.1% | -$2.60万 | 减仓 |
| ASIX | ADVANSIX INC | $23.22万 | 0.02% | 9,516 | 9,516 | — | $23.22万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $23.16万 | 0.02% | 1,401 | 1,401 | — | $23.16万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $22.95万 | 0.02% | 1,166 | -29 | -2.4% | -$5,709 | 减仓 |
| VVV | VALVOLINE INC | $22.88万 | 0.02% | 6,793 | -38,728 | -85.1% | -$130.44万 | 减仓 |
| MCD | MCDONALDS CORP | $22.78万 | 0.02% | 733 | -17 | -2.3% | -$5,283 | 减仓 |
| PRGO | PERRIGO CO PLC | $22.27万 | 0.02% | 20,734 | 1,290 | 6.6% | $1.39万 | 加仓 |
| AVY | AVERY DENNISON CORP | $22.07万 | 0.02% | 1,278 | -34 | -2.6% | -$5,871 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $21.80万 | 0.02% | 1,195 | -31 | -2.5% | -$5,655 | 减仓 |
| QLYS | QUALYS INC | $21.79万 | 0.02% | 2,480 | 823 | 49.7% | $7.23万 | 加仓 |
| MMI | MARCUS & MILLICHAP INC | $21.43万 | 0.02% | 8,058 | 113 | 1.4% | $3,005 | 加仓 |
| KFY | KORN FERRY | $21.21万 | 0.02% | 3,370 | -88 | -2.5% | -$5,540 | 减仓 |
| AGNT | EXP WORLD HLDGS INC | $21.18万 | 0.02% | 35,352 | 35,352 | — | $21.18万 | 新建仓 |
| TNC | TENNANT CO | $20.46万 | 0.02% | 3,082 | 152 | 5.2% | $1.01万 | 加仓 |
| ERII | ENERGY RECOVERY INC | $20.41万 | 0.02% | 20,273 | 20,273 | — | $20.41万 | 新建仓 |
| FLGT | FULGENT GENETICS INC | $18.85万 | 0.02% | 11,858 | 11,858 | — | $18.85万 | 新建仓 |
| QDEL | QUIDELORTHO CORP | $17.91万 | 0.02% | 10,903 | 10,903 | — | $17.91万 | 新建仓 |
| EVC | ENTRAVISION COMMUNICATIONS C | $3.46万 | 0.00% | 11,651 | 104 | 0.9% | $309 | 加仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -34,709 | -100.0% | -$301.73万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -13,144 | -100.0% | -$288.33万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -4,673 | -100.0% | -$154.26万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -21,374 | -100.0% | -$142.05万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -17,426 | -100.0% | -$138.05万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -2,895 | -100.0% | -$137.02万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -7,264 | -100.0% | -$127.84万 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -65,607 | -100.0% | -$127.34万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -27,348 | -100.0% | -$114.04万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -5,009 | -100.0% | -$110.09万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -7,965 | -100.0% | -$109.07万 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -5,263 | -100.0% | -$95.37万 | 清仓 |
| IWY | ISHARES TR | $0 | 0.00% | 0 | -3,433 | -100.0% | -$95.07万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -19,500 | -100.0% | -$88.80万 | 清仓 |
| CACC | CREDIT ACCEP CORP MICH | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -545 | -100.0% | -$58.33万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -1,734 | -100.0% | -$44.41万 | 清仓 |
| IWS | ISHARES TR | $0 | 0.00% | 0 | -2,508 | -100.0% | -$35.38万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -796 | -100.0% | -$29.73万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -2,798 | -100.0% | -$26.87万 | 清仓 |
| CARG | CARGURUS INC | $0 | 0.00% | 0 | -6,474 | -100.0% | -$24.83万 | 清仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $0 | 0.00% | 0 | -545 | -100.0% | -$21.43万 | 清仓 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SIGA TECHNOLOGIES INC | $0 | 0.00% | 0 | -28,465 | -100.0% | -$17.39万 | 清仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -11,722 | -100.0% | -$10.34万 | 清仓 |
| — | SANGAMO THERAPEUTICS INC | $0 | 0.00% | 0 | -19,635 | -100.0% | -$8,247 | 清仓 |