Linden Thomas Advisory Services, LLC
- SEC CIK
- 0001965702
- 最新申報
- 2026/7/16
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/25 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 327
- 較 2022 年第 4 季 +1
- 總值
- $4.03 億
- 較 2022 年第 4 季 +$4,805 萬 (+13.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MNSTMonster Beverage Corp | COM | 81,105 | $438.1 萬 | 1.1% | +1,495+1.9% | 加碼依 2 比 1 拆股換算 | 歷史 |
| ITGartner Inc | COM | 12,582 | $409.9 萬 | 1.0% | +324+2.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 14,601 | $405.6 萬 | 1.0% | +342+2.4% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 7,386 | $397.2 萬 | 1.0% | +311+4.4% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 18,212 | $382.6 萬 | 0.9% | +899+5.2% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 6,995 | $381.7 萬 | 0.9% | +103+1.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,924 | $380.0 萬 | 0.9% | +283+5.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,017 | $379.0 萬 | 0.9% | +472+6.3% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 16,110 | $378.7 萬 | 0.9% | +396+2.5% | 加碼 | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 35,512 | $378.4 萬 | 0.9% | +2,332+7.0% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 11,968 | $377.1 萬 | 0.9% | +482+4.2% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 9,012 | $374.1 萬 | 0.9% | +245+2.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 21,702 | $357.9 萬 | 0.9% | +629+3.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 16,120 | $322.0 萬 | 0.8% | +808+5.3% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 45,203 | $300.4 萬 | 0.7% | +886+2.0% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 5,620 | $281.3 萬 | 0.7% | +296+5.6% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 8,227 | $273.8 萬 | 0.7% | +359+4.6% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 35,195 | $264.7 萬 | 0.7% | +677+2.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,696 | $264.3 萬 | 0.7% | +557+7.8% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 7,634 | $263.2 萬 | 0.7% | +721+10.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 13,017 | $260.0 萬 | 0.6% | +303+2.4% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 3,009 | $255.5 萬 | 0.6% | +82+2.8% | 加碼 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 6,472 | $253.2 萬 | 0.6% | +290+4.7% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 6,894 | $251.1 萬 | 0.6% | +122+1.8% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 3,036 | $249.5 萬 | 0.6% | +106+3.6% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 63,985 | $240.1 萬 | 0.6% | +862+1.4% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 34,361 | $236.6 萬 | 0.6% | +905+2.7% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 4,702 | $235.1 萬 | 0.6% | +115+2.5% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 6,449 | $228.7 萬 | 0.6% | +225+3.6% | 加碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 7,168 | $227.9 萬 | 0.6% | +166+2.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 23,989 | $222.9 萬 | 0.6% | +3,293+15.9% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,965 | $221.4 萬 | 0.5% | +89+1.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 6,397 | $221.0 萬 | 0.5% | +364+6.0% | 加碼 | 歷史 |
| FIVEFive Below, Inc | COM | 10,691 | $220.2 萬 | 0.5% | +362+3.5% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 8,420 | $215.1 萬 | 0.5% | −1,021−10.8% | 減碼 | 歷史 |
| DDSDillard's, Inc. | CL A | 6,866 | $211.3 萬 | 0.5% | +469+7.3% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 64,674 | $211.0 萬 | 0.5% | +20,535+46.5% | 加碼 | 歷史 |
| SGENSeagen Inc. | COM | 10,250 | $207.5 萬 | 0.5% | +756+8.0% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 117,983 | $206.6 萬 | 0.5% | +17,305+17.2% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 9,397 | $205.8 萬 | 0.5% | +169+1.8% | 加碼 | 歷史 |
| CRUSCirrus Logic, Inc. | Stock | 17,782 | $194.5 萬 | 0.5% | +709+4.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,581 | $194.2 萬 | 0.5% | +498+8.2% | 加碼 | 歷史 |
| WMKWeis Markets Inc | COM | 22,937 | $194.2 萬 | 0.5% | +1,521+7.1% | 加碼 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 22,676 | $194.1 萬 | 0.5% | +3,368+17.4% | 加碼 | 歷史 |
| INDBIndependent Bank Corp | COM | 29,384 | $192.8 萬 | 0.5% | +1,098+3.9% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 16,487 | $191.5 萬 | 0.5% | +566+3.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,011 | $191.4 萬 | 0.5% | +1,194+11.0% | 加碼 | 歷史 |
| DNOWDNOW Inc. | COM | 169,949 | $189.5 萬 | 0.5% | +12,120+7.7% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 11,311 | $189.2 萬 | 0.5% | +1,047+10.2% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 20,056 | $189.2 萬 | 0.5% | +2,228+12.5% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,092 | $188.9 萬 | 0.5% | +109+2.7% | 加碼 | 歷史 |
| NSITInsight Enterprises Inc | COM | 13,152 | $188.0 萬 | 0.5% | +880+7.2% | 加碼 | 歷史 |
| PODDInsulet Corp | Stock | 5,893 | $188.0 萬 | 0.5% | +505+9.4% | 加碼 | 歷史 |
| CROXCrocs, Inc. | COM | 14,698 | $185.8 萬 | 0.5% | +400+2.8% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 6,026 | $183.2 萬 | 0.5% | +121+2.0% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 6,022 | $183.1 萬 | 0.5% | +135+2.3% | 加碼 | 歷史 |
| SLABSilicon Laboratories Inc. | Stock | 10,311 | $180.5 萬 | 0.4% | +297+3.0% | 加碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 18,511 | $180.0 萬 | 0.4% | +459+2.5% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 3,644 | $176.9 萬 | 0.4% | +80+2.2% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 9,556 | $175.6 萬 | 0.4% | +375+4.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,246 | $174.8 萬 | 0.4% | +339+4.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,504 | $173.6 萬 | 0.4% | +139+3.2% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 20,876 | $173.2 萬 | 0.4% | +2,048+10.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 17,092 | $173.1 萬 | 0.4% | +3,112+22.3% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 20,739 | $169.5 萬 | 0.4% | +481+2.4% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 2,290 | $168.8 萬 | 0.4% | +32+1.4% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 7,369 | $168.2 萬 | 0.4% | +730+11.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 24,233 | $168.0 萬 | 0.4% | +2,476+11.4% | 加碼 | 歷史 |
| HPHelmerich & Payne, Inc. | COM | 46,603 | $166.6 萬 | 0.4% | +3,197+7.4% | 加碼 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 11,727 | $166.3 萬 | 0.4% | +1,517+14.9% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 8,408 | $165.8 萬 | 0.4% | +830+11.0% | 加碼 | 歷史 |
| EXEExpand Energy Corp | COM | 21,746 | $165.4 萬 | 0.4% | +1,430+7.0% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 669 | $164.4 萬 | 0.4% | +27+4.2% | 加碼 | 歷史 |
| FHIFederated Hermes, Inc. | CL B | 40,913 | $164.2 萬 | 0.4% | +2,696+7.1% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 9,593 | $164.1 萬 | 0.4% | +236+2.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 42,059 | $163.6 萬 | 0.4% | +11,634+38.2% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 12,169 | $163.4 萬 | 0.4% | +302+2.5% | 加碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 8,054 | $160.1 萬 | 0.4% | +176+2.2% | 加碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 5,336 | $159.5 萬 | 0.4% | +121+2.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,574 | $158.9 萬 | 0.4% | +650+11.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 7,660 | $158.9 萬 | 0.4% | +258+3.5% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 22,701 | $158.0 萬 | 0.4% | +2,423+11.9% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 40,840 | $157.9 萬 | 0.4% | +4,421+12.1% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 24,796 | $157.6 萬 | 0.4% | +2,380+10.6% | 加碼 | 歷史 |
| LSTRLandstar System Inc | COM | 8,743 | $156.7 萬 | 0.4% | +208+2.4% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 9,307 | $156.2 萬 | 0.4% | −14−0.2% | 減碼 | 歷史 |
| KKellanova | Stock | 23,301 | $156.0 萬 | 0.4% | +2,334+11.1% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 15,395 | $155.8 萬 | 0.4% | +371+2.5% | 加碼 | 歷史 |
| AELAmerican National Group Inc. | COM | 42,588 | $155.4 萬 | 0.4% | +2,836+7.1% | 加碼 | 歷史 |
| FIZZNational Beverage Corp | COM | 29,006 | $152.9 萬 | 0.4% | +688+2.4% | 加碼 | 歷史 |
| ETSYEtsy Inc | COM | 13,704 | $152.6 萬 | 0.4% | +460+3.5% | 加碼 | 歷史 |
| INVXInnovex International, Inc. | COM | 53,088 | $152.3 萬 | 0.4% | +5,185+10.8% | 加碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 8,074 | $151.8 萬 | 0.4% | +180+2.3% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 94,996 | $151.3 萬 | 0.4% | +9,367+10.9% | 加碼 | 歷史 |
| MANHManhattan Associates Inc | Stock | 9,747 | $150.9 萬 | 0.4% | +620+6.8% | 加碼 | 歷史 |
| STRAStrategic Education, Inc. | COM | 16,771 | $150.7 萬 | 0.4% | +1,117+7.1% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 37,406 | $149.8 萬 | 0.4% | +3,780+11.2% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 5,936 | $149.2 萬 | 0.4% | +284+5.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,164 | $148.9 萬 | 0.4% | +376+7.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 7,938 | $147.6 萬 | 0.4% | +1,023+14.8% | 加碼 | 歷史 |
2022 年第 4 季之後清倉（7 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF921908844 | ETF | 15,222 | $231.1 萬 | 0.7% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,316 | $156.7 萬 | 0.4% | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 5,190 | $72.0 萬 | 0.2% | – |
| ARWArrow Electronics, Inc. | COM | 2,895 | $30.3 萬 | 0.1% | 歷史 |
| ONEM1Life Healthcare Inc | COM | 17,030 | $28.5 萬 | 0.1% | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 1,851 | $27.2 萬 | 0.1% | 歷史 |
| MATXMatson, Inc. | COM | 4,130 | $25.8 萬 | 0.1% | 歷史 |