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 |
|---|---|---|---|---|---|---|---|---|
| APPF | APPFOLIO INC | $25.86万 | 0.02% | 1,613 | -16 | -1.0% | -$2,566 | 减仓 |
| RVLV | REVOLVE GROUP INC | $25.67万 | 0.02% | 11,216 | -100 | -0.9% | -$2,289 | 减仓 |
| POOL | POOL CORP | $25.57万 | 0.02% | 1,190 | -8 | -0.7% | -$1,719 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $25.54万 | 0.02% | 2,443 | -23 | -0.9% | -$2,404 | 减仓 |
| MMI | MARCUS & MILLICHAP INC | $25.42万 | 0.02% | 8,156 | 98 | 1.2% | $3,055 | 加仓 |
| RSG | REPUBLIC SVCS INC | $24.99万 | 0.02% | 1,173 | 1,173 | — | $24.99万 | 新建仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $24.95万 | 0.02% | 8,326 | 745 | 9.8% | $2.23万 | 加仓 |
| KBR | KBR INC | $24.91万 | 0.02% | 7,213 | -67 | -0.9% | -$2,314 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD | $24.78万 | 0.02% | 29,193 | 2,607 | 9.8% | $2.21万 | 加仓 |
| RTX | RTX CORPORATION | $24.32万 | 0.02% | 1,282 | 1,282 | — | $24.32万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $24.25万 | 0.02% | 1,209 | 14 | 1.2% | $2,809 | 加仓 |
| AVAV | AEROVIRONMENT INC | $24.22万 | 0.02% | 1,467 | -13 | -0.9% | -$2,146 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $24.12万 | 0.02% | 2,614 | 32 | 1.2% | $2,953 | 加仓 |
| FLGT | FULGENT GENETICS INC | $24.12万 | 0.02% | 11,753 | -105 | -0.9% | -$2,155 | 减仓 |
| NEE | NEXTERA ENERGY INC | $23.88万 | 0.02% | 2,721 | 2,721 | — | $23.88万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $23.78万 | 0.02% | 615 | -1,076 | -63.6% | -$41.61万 | 重新持有 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $23.68万 | 0.02% | 22,092 | -12 | -0.1% | -$129 | 减仓 |
| HUN | HUNTSMAN CORP | $23.66万 | 0.02% | 22,283 | -26 | -0.1% | -$276 | 减仓 |
| CALX | CALIX INC | $23.60万 | 0.02% | 6,324 | -59 | -0.9% | -$2,202 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $23.60万 | 0.02% | 2,101 | 188 | 9.8% | $2.11万 | 加仓 |
| NEM | NEWMONT CORP | $23.46万 | 0.02% | 2,512 | 65 | 2.7% | $6,071 | 加仓 |
| KFY | KORN FERRY | $22.70万 | 0.02% | 3,410 | 40 | 1.2% | $2,663 | 加仓 |
| OR | OR ROYALTIES INC. | $22.70万 | 0.02% | 7,176 | 642 | 9.8% | $2.03万 | 加仓 |
| UGI | UGI CORP NEW | $22.69万 | 0.02% | 6,569 | 148 | 2.3% | $5,112 | 加仓 |
| FLO | FLOWERS FOODS INC | $22.64万 | 0.02% | 28,660 | -32 | -0.1% | -$253 | 减仓 |
| IDCC | INTERDIGITAL INC | $22.54万 | 0.02% | 796 | 6 | 0.8% | $1,699 | 加仓 |
| FNV | FRANCO NEV CORP | $22.37万 | 0.02% | 1,073 | 97 | 9.9% | $2.02万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $21.64万 | 0.02% | 1,907 | -17 | -0.9% | -$1,929 | 减仓 |
| AZTA | AZENTA INC | $21.59万 | 0.02% | 8,461 | 8,461 | — | $21.59万 | 新建仓 |
| PRGO | PERRIGO CO PLC | $21.52万 | 0.02% | 20,713 | -21 | -0.1% | -$218 | 减仓 |
| BHE | BENCHMARK ELECTRS INC | $21.40万 | 0.02% | 2,169 | 2,169 | — | $21.40万 | 新建仓 |
| FCN | FTI CONSULTING INC | $21.22万 | 0.02% | 1,424 | 16 | 1.1% | $2,384 | 加仓 |
| EL | LAUDER ESTEE COS INC | $21.08万 | 0.02% | 2,670 | 2,670 | — | $21.08万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $21.01万 | 0.02% | 1,294 | 16 | 1.3% | $2,598 | 加仓 |
| LPX | LOUISIANA PAC CORP | $20.29万 | 0.02% | 2,579 | -36 | -1.4% | -$2,832 | 重新持有 |
| — | EGAIN CORP | $20.25万 | 0.02% | 32,135 | -273 | -0.8% | -$1,720 | 减仓 |
| RGLD | ROYAL GOLD INC | $20.22万 | 0.02% | 1,013 | 90 | 9.8% | $1.80万 | 加仓 |
| MCD | MCDONALDS CORP | $20.08万 | 0.02% | 743 | 10 | 1.4% | $2,703 | 加仓 |
| AGNT | AGNT INC | $18.97万 | 0.02% | 35,058 | -294 | -0.8% | -$1,591 | 减仓 |
| QDEL | QUIDELORTHO CORP | $18.93万 | 0.02% | 10,806 | -97 | -0.9% | -$1,699 | 减仓 |
| ERII | ENERGY RECOVERY INC | $18.14万 | 0.01% | 20,116 | -157 | -0.8% | -$1,416 | 减仓 |
| EVC | ENTRAVISION COMMUNICATIONS C | $15.29万 | 0.01% | 11,723 | 72 | 0.6% | $939 | 加仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -27,243 | -100.0% | -$177.90万 | 清仓 |
| NX | QUANEX BLDG PRODS CORP | $0 | 0.00% | 0 | -61,074 | -100.0% | -$109.75万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -18,917 | -100.0% | -$98.86万 | 清仓 |
| XNCR | XENCOR INC | $0 | 0.00% | 0 | -42,084 | -100.0% | -$50.75万 | 清仓 |
| IWX | ISHARES TR | $0 | 0.00% | 0 | -4,748 | -100.0% | -$44.00万 | 清仓 |
| TIC | TIC SOLUTIONS INC | $0 | 0.00% | 0 | -55,228 | -100.0% | -$36.34万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -3,458 | -100.0% | -$27.64万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -11,609 | -100.0% | -$25.26万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -4,328 | -100.0% | -$23.34万 | 清仓 |
| ASIX | ADVANSIX INC | $0 | 0.00% | 0 | -9,516 | -100.0% | -$23.22万 | 清仓 |