Linden Thomas Advisory Services, LLC
- SEC CIK
- 0001965702
- 最新申報
- 2026/7/16
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/1 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 415
- 較 2023 年第 3 季 +30
- 總值
- $5.36 億
- 較 2023 年第 3 季 +$8,671 萬 (+19.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 5,470 | $610.6 萬 | 1.1% | +134+2.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 20,716 | $545.1 萬 | 1.0% | +1,488+7.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 26,815 | $516.3 萬 | 1.0% | +6,171+29.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,410 | $515.5 萬 | 1.0% | +2,234+27.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 8,633 | $503.2 萬 | 0.9% | +518+6.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 13,548 | $479.5 萬 | 0.9% | +2,397+21.5% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 7,017 | $410.3 萬 | 0.8% | +57+0.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,624 | $399.5 萬 | 0.7% | +3,580+50.8% | 加碼 | 歷史 |
| ITGartner Inc | COM | 8,541 | $385.3 萬 | 0.7% | +95+1.1% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 6,131 | $383.2 萬 | 0.7% | +564+10.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,067 | $365.6 萬 | 0.7% | +163+2.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 7,432 | $361.8 萬 | 0.7% | +238+3.3% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 7,428 | $354.4 萬 | 0.7% | +88+1.2% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 5,945 | $330.0 萬 | 0.6% | +328+5.8% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 4,098 | $321.0 萬 | 0.6% | +253+6.6% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 10,615 | $313.0 萬 | 0.6% | +603+6.0% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 53,437 | $307.9 萬 | 0.6% | +1,345+2.6% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 6,724 | $296.2 萬 | 0.6% | +483+7.7% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 33,614 | $293.8 萬 | 0.5% | +438+1.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 27,741 | $292.5 萬 | 0.5% | +1,925+7.5% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 13,487 | $290.0 萬 | 0.5% | +163+1.2% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 4,567 | $288.1 萬 | 0.5% | +306+7.2% | 加碼 | 歷史 |
| OLEDUniversal Display Corp | COM | 14,848 | $284.0 萬 | 0.5% | +469+3.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,184 | $283.6 萬 | 0.5% | +935+12.9% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 6,258 | $280.1 萬 | 0.5% | +197+3.3% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 4,812 | $279.7 萬 | 0.5% | +676+16.3% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 34,134 | $276.5 萬 | 0.5% | +2,153+6.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,558 | $271.9 萬 | 0.5% | +586+14.8% | 加碼 | 歷史 |
| MATXMatson, Inc. | COM | 24,676 | $270.4 萬 | 0.5% | +680+2.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 10,372 | $270.0 萬 | 0.5% | +2,135+25.9% | 加碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 9,812 | $268.2 萬 | 0.5% | +28+0.3% | 加碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 8,920 | $265.2 萬 | 0.5% | +188+2.2% | 加碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 36,626 | $263.4 萬 | 0.5% | +1,107+3.1% | 加碼 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 11,945 | $263.0 萬 | 0.5% | +274+2.3% | 加碼 | 歷史 |
| AMRAlpha Metallurgical Resources, Inc. | COM | 7,736 | $262.2 萬 | 0.5% | −102−1.3% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 10,134 | $258.7 萬 | 0.5% | +752+8.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 6,034 | $257.4 萬 | 0.5% | +1,089+22.0% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 57,570 | $251.4 萬 | 0.5% | +3,328+6.1% | 加碼 | 歷史 |
| BCCBoise Cascade Co | COM | 19,380 | $250.7 萬 | 0.5% | −231−1.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 10,061 | $250.0 萬 | 0.5% | +40+0.4% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 140,346 | $247.6 萬 | 0.5% | +9,162+7.0% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 6,000 | $244.1 萬 | 0.5% | +541+9.9% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 76,186 | $242.9 萬 | 0.5% | +4,420+6.2% | 加碼 | 歷史 |
| PLABPhotronics Inc | COM | 77,265 | $242.4 萬 | 0.5% | −900−1.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,946 | $235.1 萬 | 0.4% | +1,933+13.8% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 2,816 | $233.4 萬 | 0.4% | +303+12.1% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,607 | $229.0 萬 | 0.4% | +136+5.5% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 56,219 | $226.8 萬 | 0.4% | +3,613+6.9% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 1,939 | $225.7 萬 | 0.4% | +170+9.6% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 36,459 | $224.5 萬 | 0.4% | −151−0.4% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 8,105 | $220.8 萬 | 0.4% | +452+5.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 20,045 | $220.6 萬 | 0.4% | +1,895+10.4% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 4,302 | $220.0 萬 | 0.4% | +81+1.9% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 28,441 | $219.5 萬 | 0.4% | +899+3.3% | 加碼 | 歷史 |
| GSATGlobalstar, Inc. | COM | 1,128,960 | $219.0 萬 | 0.4% | −13,192−1.2% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 10,191 | $217.2 萬 | 0.4% | +274+2.8% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 5,879 | $213.3 萬 | 0.4% | +70+1.2% | 加碼 | 歷史 |
| MORNMorningstar, Inc. | COM | 7,379 | $211.2 萬 | 0.4% | +224+3.1% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 8,021 | $208.3 萬 | 0.4% | +382+5.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,168 | $206.5 萬 | 0.4% | +307+4.5% | 加碼 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 12,813 | $205.7 萬 | 0.4% | +668+5.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 39,765 | $204.0 萬 | 0.4% | +1,316+3.4% | 加碼 | 歷史 |
| ARCBArcbest Corp | COM | 16,956 | $203.8 萬 | 0.4% | +672+4.1% | 加碼 | 歷史 |
| CNRCore Natural Resources, Inc. | COM | 20,194 | $203.0 萬 | 0.4% | −235−1.2% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 6,491 | $202.5 萬 | 0.4% | +221+3.5% | 加碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 114,550 | $200.9 萬 | 0.4% | −1,341−1.2% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,920 | $199.7 萬 | 0.4% | +517+9.6% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 4,764 | $199.2 萬 | 0.4% | +92+2.0% | 加碼 | 歷史 |
| MMM3M Co | Stock | 18,023 | $197.0 萬 | 0.4% | +1,136+6.7% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 10,141 | $195.2 萬 | 0.4% | +201+2.0% | 加碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 21,285 | $193.4 萬 | 0.4% | +652+3.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,463 | $193.1 萬 | 0.4% | +121+1.0% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 22,171 | $191.8 萬 | 0.4% | +1,219+5.8% | 加碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 6,230 | $191.0 萬 | 0.4% | +299+5.0% | 加碼 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 12,396 | $189.5 萬 | 0.4% | +388+3.2% | 加碼 | 歷史 |
| NFENew Fortress Energy Inc. | COM CL A | 50,217 | $189.5 萬 | 0.4% | +1,560+3.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,552 | $189.3 萬 | 0.4% | +1,322+10.8% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 10,534 | $188.1 萬 | 0.4% | +294+2.9% | 加碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 4,562 | $188.1 萬 | 0.4% | −21−0.5% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 18,860 | $187.0 萬 | 0.3% | +1,289+7.3% | 加碼 | 歷史 |
| USLMUnited States Lime & Minerals Inc | COM | 8,116 | $187.0 萬 | 0.3% | −102−1.2% | 減碼 | 歷史 |
| FFIVF5, Inc. | Stock | 10,426 | $186.6 萬 | 0.3% | −45−0.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 49,326 | $186.0 萬 | 0.3% | +3,487+7.6% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 9,358 | $185.8 萬 | 0.3% | +682+7.9% | 加碼 | 歷史 |
| ABCBAmeris Bancorp | COM | 34,769 | $184.4 萬 | 0.3% | −396−1.1% | 減碼 | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 56,671 | $184.1 萬 | 0.3% | +555+1.0% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 3,755 | $184.0 萬 | 0.3% | +168+4.7% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 1,931 | $183.5 萬 | 0.3% | +96+5.2% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 37,428 | $183.4 萬 | 0.3% | +3,583+10.6% | 加碼 | 歷史 |
| BKUBankUnited, Inc. | COM | 56,199 | $182.3 萬 | 0.3% | −651−1.1% | 減碼 | 歷史 |
| NXQuanex Building Products CORP | COM | 59,574 | $182.1 萬 | 0.3% | −695−1.2% | 減碼 | 歷史 |
| MDCSekisui House U.S., Inc. | COM | 32,383 | $178.9 萬 | 0.3% | −375−1.1% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 7,483 | $178.7 萬 | 0.3% | +579+8.4% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 12,828 | $177.7 萬 | 0.3% | +809+6.7% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 104,504 | $177.4 萬 | 0.3% | +4,816+4.8% | 加碼 | 歷史 |
| CMAComerica Inc | COM | 31,718 | $177.0 萬 | 0.3% | +1,052+3.4% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 1,746 | $176.6 萬 | 0.3% | −7−0.4% | 減碼 | 歷史 |
| HCKTHackett Group, Inc. | COM | 77,538 | $176.6 萬 | 0.3% | +1,698+2.2% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 25,021 | $175.7 萬 | 0.3% | +1,172+4.9% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 26,517 | $175.4 萬 | 0.3% | +1,173+4.6% | 加碼 | 歷史 |
2023 年第 3 季之後清倉（5 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ATVIActivision Blizzard, Inc. | COM | 25,725 | $240.9 萬 | 0.5% | 歷史 |
| VRTVVeritiv Corp | COM | 11,642 | $196.6 萬 | 0.4% | 歷史 |
| NATINational Instruments Corp | COM | 25,327 | $151.0 萬 | 0.3% | 歷史 |
| SGENSeagen Inc. | COM | 4,189 | $88.9 萬 | 0.2% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 809 | $22.0 萬 | <0.1% | – |