Linden Thomas Advisory Services, LLC
- SEC CIK
- 0001965702
- 最新申報
- 2026/7/16
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/27 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 364
- 較 2023 年第 1 季 +37
- 總值
- $4.50 億
- 較 2023 年第 1 季 +$4,710 萬 (+11.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 15,515 | $656.3 萬 | 1.5% | +914+6.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,003 | $520.7 萬 | 1.2% | +79+1.3% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 83,345 | $478.7 萬 | 1.1% | +2,240+2.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 23,901 | $463.6 萬 | 1.0% | +2,199+10.1% | 加碼 | 歷史 |
| ITGartner Inc | COM | 12,690 | $444.5 萬 | 1.0% | +108+0.9% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 12,594 | $443.2 萬 | 1.0% | +626+5.2% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 18,858 | $442.3 萬 | 1.0% | +646+3.5% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 7,487 | $405.5 萬 | 0.9% | +101+1.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 8,160 | $382.7 萬 | 0.8% | +464+6.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,143 | $374.9 萬 | 0.8% | +126+1.6% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 9,087 | $364.1 萬 | 0.8% | +75+0.8% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 16,251 | $359.3 萬 | 0.8% | +141+0.9% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 46,935 | $354.8 萬 | 0.8% | +1,732+3.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 16,749 | $353.8 萬 | 0.8% | +629+3.9% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 7,276 | $342.4 萬 | 0.8% | +281+4.0% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 37,027 | $337.7 萬 | 0.8% | +1,832+5.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 13,156 | $336.1 萬 | 0.7% | +139+1.1% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 8,202 | $328.8 萬 | 0.7% | +568+7.4% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 5,727 | $309.4 萬 | 0.7% | +107+1.9% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 34,651 | $308.4 萬 | 0.7% | +290+0.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 25,816 | $307.4 萬 | 0.7% | +1,827+7.6% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 8,816 | $301.4 萬 | 0.7% | +396+4.7% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 3,057 | $292.0 萬 | 0.6% | +48+1.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 6,498 | $286.2 萬 | 0.6% | +101+1.6% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 66,423 | $284.5 萬 | 0.6% | +2,438+3.8% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 8,455 | $279.2 萬 | 0.6% | +228+2.8% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 6,624 | $275.9 萬 | 0.6% | +175+2.7% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 7,113 | $269.2 萬 | 0.6% | +219+3.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,045 | $259.6 萬 | 0.6% | +799+9.7% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 4,846 | $243.4 萬 | 0.5% | +144+3.1% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 5,242 | $240.2 萬 | 0.5% | +277+5.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,818 | $235.6 萬 | 0.5% | +314+7.0% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 3,097 | $222.5 萬 | 0.5% | +61+2.0% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 69,642 | $218.9 萬 | 0.5% | +4,968+7.7% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 126,727 | $218.2 萬 | 0.5% | +8,744+7.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,989 | $217.1 萬 | 0.5% | +408+6.2% | 加碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 7,338 | $217.1 萬 | 0.5% | +170+2.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,326 | $215.4 萬 | 0.5% | +1,162+22.5% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 16,689 | $214.5 萬 | 0.5% | +202+1.2% | 加碼 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 12,774 | $212.9 萬 | 0.5% | +1,047+8.9% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 9,717 | $212.3 萬 | 0.5% | +320+3.4% | 加碼 | 歷史 |
| FIVEFive Below, Inc | COM | 10,757 | $211.4 萬 | 0.5% | +66+0.6% | 加碼 | 歷史 |
| SGENSeagen Inc. | COM | 10,868 | $209.2 萬 | 0.5% | +618+6.0% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 2,304 | $206.0 萬 | 0.5% | +14+0.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 18,656 | $203.4 萬 | 0.5% | +1,564+9.2% | 加碼 | 歷史 |
| PLABPhotronics Inc | COM | 78,294 | $201.9 萬 | 0.4% | +78,294 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 7,708 | $201.8 萬 | 0.4% | +48+0.6% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 6,237 | $200.4 萬 | 0.4% | +215+3.6% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 11,759 | $199.0 萬 | 0.4% | +448+4.0% | 加碼 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 23,574 | $198.7 萬 | 0.4% | +898+4.0% | 加碼 | 歷史 |
| MANHManhattan Associates Inc | Stock | 9,884 | $197.6 萬 | 0.4% | +137+1.4% | 加碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 8,213 | $197.3 萬 | 0.4% | +139+1.7% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 5,990 | $195.3 萬 | 0.4% | +54+0.9% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 9,858 | $194.9 萬 | 0.4% | +302+3.2% | 加碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 28,589 | $192.3 萬 | 0.4% | +28,589 | 新進 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,111 | $187.4 萬 | 0.4% | +19+0.5% | 加碼 | 歷史 |
| MATXMatson, Inc. | COM | 23,587 | $183.3 萬 | 0.4% | +23,587 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 21,343 | $181.3 萬 | 0.4% | +604+2.9% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 718 | $179.0 萬 | 0.4% | +49+7.3% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,165 | $177.9 萬 | 0.4% | +181+6.1% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 2,195 | $177.6 萬 | 0.4% | +162+8.0% | 加碼 | 歷史 |
| BCCBoise Cascade Co | COM | 19,641 | $177.5 萬 | 0.4% | +19,641 | 新進 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 6,674 | $174.5 萬 | 0.4% | +202+3.1% | 加碼 | 歷史 |
| USLMUnited States Lime & Minerals Inc | COM | 8,240 | $172.1 萬 | 0.4% | +8,240 | 新進 | 歷史 |
| PODDInsulet Corp | Stock | 5,969 | $172.1 萬 | 0.4% | +76+1.3% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 9,726 | $172.1 萬 | 0.4% | +133+1.4% | 加碼 | 歷史 |
| LSTRLandstar System Inc | COM | 8,862 | $170.6 萬 | 0.4% | +119+1.4% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 12,333 | $170.2 萬 | 0.4% | +164+1.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 45,743 | $170.1 萬 | 0.4% | +3,684+8.8% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 8,696 | $169.4 萬 | 0.4% | +288+3.4% | 加碼 | 歷史 |
| PENPenumbra Inc | COM | 4,867 | $167.5 萬 | 0.4% | +57+1.2% | 加碼 | 歷史 |
| HCKTHackett Group, Inc. | COM | 74,585 | $166.7 萬 | 0.4% | +74,585 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,356 | $166.5 萬 | 0.4% | +345+2.9% | 加碼 | 歷史 |
| CROXCrocs, Inc. | COM | 14,805 | $166.5 萬 | 0.4% | +107+0.7% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 21,470 | $165.5 萬 | 0.4% | +594+2.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 7,308 | $164.9 萬 | 0.4% | +343+4.9% | 加碼 | 歷史 |
| SLABSilicon Laboratories Inc. | Stock | 10,453 | $164.9 萬 | 0.4% | +142+1.4% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 6,101 | $164.2 萬 | 0.4% | +75+1.2% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 10,128 | $164.1 萬 | 0.4% | +821+8.8% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 23,349 | $164.0 萬 | 0.4% | +648+2.9% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 97,625 | $164.0 萬 | 0.4% | +2,629+2.8% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 3,657 | $163.5 萬 | 0.4% | +13+0.4% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 17,121 | $162.9 萬 | 0.4% | −2,935−14.6% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 7,561 | $162.7 萬 | 0.4% | +192+2.6% | 加碼 | 歷史 |
| NXQuanex Building Products CORP | COM | 60,366 | $162.1 萬 | 0.4% | +60,366 | 新進 | 歷史 |
| KKellanova | Stock | 23,980 | $161.6 萬 | 0.4% | +679+2.9% | 加碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 18,591 | $161.1 萬 | 0.4% | +80+0.4% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 2,506 | $161.1 萬 | 0.4% | +53+2.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 24,961 | $159.6 萬 | 0.4% | +728+3.0% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 25,474 | $157.2 萬 | 0.3% | +678+2.7% | 加碼 | 歷史 |
| ARCBArcbest Corp | COM | 15,910 | $157.2 萬 | 0.3% | +15,910 | 新進 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 19,244 | $157.1 萬 | 0.3% | +407+2.2% | 加碼 | 歷史 |
| NEOGNeogen Corp | COM | 72,106 | $156.8 萬 | 0.3% | +72,106 | 新進 | 歷史 |
| SHWSherwin Williams Co | COM | 5,781 | $153.5 萬 | 0.3% | +139+2.5% | 加碼 | 歷史 |
| MDCSekisui House U.S., Inc. | COM | 32,808 | $153.4 萬 | 0.3% | +32,808 | 新進 | 歷史 |
| VCELVericel Corp | COM | 40,589 | $152.5 萬 | 0.3% | +40,589 | 新進 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 8,187 | $151.1 萬 | 0.3% | +133+1.7% | 加碼 | 歷史 |
| BMIBadger Meter Inc | COM | 10,174 | $150.1 萬 | 0.3% | +10,174 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 6,761 | $150.1 萬 | 0.3% | +187+2.8% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 38,453 | $149.5 萬 | 0.3% | +1,047+2.8% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（41 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SMCISuper Micro Computer, Inc. | COM | 35,512 | $378.4 萬 | 0.9% | 歷史 |
| DDSDillard's, Inc. | CL A | 6,866 | $211.3 萬 | 0.5% | 歷史 |
| INDBIndependent Bank Corp | COM | 29,384 | $192.8 萬 | 0.5% | 歷史 |
| DNOWDNOW Inc. | COM | 169,949 | $189.5 萬 | 0.5% | 歷史 |
| NSITInsight Enterprises Inc | COM | 13,152 | $188.0 萬 | 0.5% | 歷史 |
| HPHelmerich & Payne, Inc. | COM | 46,603 | $166.6 萬 | 0.4% | 歷史 |
| EXEExpand Energy Corp | COM | 21,746 | $165.4 萬 | 0.4% | 歷史 |
| FHIFederated Hermes, Inc. | CL B | 40,913 | $164.2 萬 | 0.4% | 歷史 |
| AELAmerican National Group Inc. | COM | 42,588 | $155.4 萬 | 0.4% | 歷史 |
| INVXInnovex International, Inc. | COM | 53,088 | $152.3 萬 | 0.4% | 歷史 |
| OXMOxford Industries Inc | COM | 13,969 | $147.5 萬 | 0.4% | 歷史 |
| NWLINational Western Life Group, Inc. | CL A | 6,049 | $146.8 萬 | 0.4% | 歷史 |
| OFGOfg Bancorp | COM | 55,704 | $138.9 萬 | 0.3% | 歷史 |
| APOGApogee Enterprises, Inc. | COM | 31,860 | $137.8 萬 | 0.3% | 歷史 |
| SIGSignet Jewelers Ltd | SHS | 17,257 | $134.2 萬 | 0.3% | 歷史 |
| EIGEmployers Holdings, Inc. | COM | 32,108 | $133.9 萬 | 0.3% | 歷史 |
| TCBKTrico Bancshares | COM | 31,344 | $130.4 萬 | 0.3% | 歷史 |
| ACGPAssociated Capital Group, Inc. | CL A | 34,815 | $128.6 萬 | 0.3% | 歷史 |
| CNXNPC Connection Inc | COM | 28,214 | $126.8 萬 | 0.3% | 歷史 |
| ABMAbm Industries Inc | COM | 27,882 | $125.3 萬 | 0.3% | 歷史 |
| STELStellar Bancorp, Inc. | COM | 49,096 | $120.8 萬 | 0.3% | 歷史 |
| WAFDWafd Inc | Stock | 39,114 | $117.8 萬 | 0.3% | 歷史 |
| FBNCFirst Bancorp | COM | 32,134 | $114.1 萬 | 0.3% | 歷史 |
| SMPStandard Motor Products, Inc. | Stock | 30,242 | $111.6 萬 | 0.3% | 歷史 |
| CATYCathay General Bancorp | COM | 32,177 | $111.1 萬 | 0.3% | 歷史 |
| NPKNational Presto Industries Inc | COM | 15,364 | $110.8 萬 | 0.3% | 歷史 |
| NHCNational Healthcare Corp | COM | 18,814 | $109.3 萬 | 0.3% | 歷史 |
| PSMTPricesmart Inc | COM | 15,008 | $107.3 萬 | 0.3% | 歷史 |
| KELYAKelly Services Inc | CL A | 64,203 | $106.5 萬 | 0.3% | 歷史 |
| FHBFirst Hawaiian, Inc. | COM | 49,729 | $102.6 萬 | 0.3% | 歷史 |
| WKCWorld Kinect Corp | COM | 40,075 | $102.4 萬 | 0.3% | 歷史 |
| WABCWestamerica Bancorporation | COM | 22,854 | $101.2 萬 | 0.3% | 歷史 |
| HNIHni Corp | Stock | 35,816 | $99.7 萬 | 0.2% | 歷史 |
| STCStewart Information Services Corp | COM | 21,063 | $85.0 萬 | 0.2% | 歷史 |
| KRNYKearny Financial Corp. | COM | 102,357 | $83.1 萬 | 0.2% | 歷史 |
| CNNECannae Holdings, Inc. | COM | 40,540 | $81.8 萬 | 0.2% | 歷史 |
| MCYMercury General Corp | COM | 22,879 | $72.6 萬 | 0.2% | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 50,075 | $69.5 萬 | 0.2% | 歷史 |
| MLKNMillerknoll, Inc. | COM | 31,371 | $64.2 萬 | 0.2% | 歷史 |
| CFGCitizens Financial Group Inc | COM | 20,677 | $62.8 萬 | 0.2% | 歷史 |
| BIGGQFormer BL Stores Inc | COM | 26,466 | $29.0 萬 | 0.1% | 歷史 |