Linden Thomas Advisory Services, LLC
- SEC CIK
- 0001965702
- 最新申報
- 2026/7/16
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/30 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 453
- 較 2023 年第 4 季 +38
- 總值
- $6.22 億
- 較 2023 年第 4 季 +$8,696 萬 (+16.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 12,840 | $1,160 萬 | 1.9% | +2,430+23.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 16,096 | $781.6 萬 | 1.3% | +2,548+18.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,535 | $733.6 萬 | 1.2% | +65+1.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 21,978 | $661.9 萬 | 1.1% | +1,262+6.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 8,161 | $634.9 萬 | 1.0% | −472−5.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,939 | $586.4 萬 | 0.9% | +3,315+31.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 33,005 | $566.0 萬 | 0.9% | +6,190+23.1% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 7,007 | $449.8 萬 | 0.7% | −10−0.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 7,328 | $445.1 萬 | 0.7% | −104−1.4% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 4,315 | $419.2 萬 | 0.7% | +217+5.3% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 6,426 | $417.7 萬 | 0.7% | +295+4.8% | 加碼 | 歷史 |
| ITGartner Inc | COM | 8,543 | $407.2 萬 | 0.7% | +20.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 7,386 | $372.7 萬 | 0.6% | +2,828+62.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,093 | $368.1 萬 | 0.6% | +26+0.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 23,761 | $358.6 萬 | 0.6% | +10,209+75.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,290 | $356.4 萬 | 0.6% | +1,106+13.5% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 13,515 | $353.7 萬 | 0.6% | +28+0.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 16,958 | $349.7 萬 | 0.6% | +7,441+78.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 7,152 | $344.4 萬 | 0.6% | +1,118+18.5% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 10,713 | $343.4 萬 | 0.6% | +579+5.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 12,281 | $342.7 萬 | 0.6% | +1,909+18.4% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 4,906 | $342.7 萬 | 0.6% | +94+2.0% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 7,436 | $337.9 萬 | 0.5% | +8+0.1% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 6,178 | $333.6 萬 | 0.5% | +233+3.9% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 7,753 | $329.9 萬 | 0.5% | +1,029+15.3% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 33,657 | $325.1 萬 | 0.5% | +43+0.1% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 54,266 | $321.7 萬 | 0.5% | +829+1.6% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 4,732 | $320.6 萬 | 0.5% | +165+3.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 17,709 | $319.6 萬 | 0.5% | +1,763+11.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 11,157 | $317.0 萬 | 0.5% | +542+5.1% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 6,344 | $310.1 萬 | 0.5% | +86+1.4% | 加碼 | 歷史 |
| BCCBoise Cascade Co | COM | 19,682 | $301.9 萬 | 0.5% | +302+1.6% | 加碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 9,976 | $300.7 萬 | 0.5% | +164+1.7% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 100,032 | $298.0 萬 | 0.5% | +23,846+31.3% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 2,827 | $287.6 萬 | 0.5% | +11+0.4% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 24,742 | $281.2 萬 | 0.5% | +4,697+23.4% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 36,443 | $280.6 萬 | 0.5% | −160.0% | 減碼 | 歷史 |
| MATXMatson, Inc. | COM | 24,317 | $273.3 萬 | 0.4% | −359−1.5% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 58,992 | $273.0 萬 | 0.4% | +1,422+2.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 64,373 | $270.1 萬 | 0.4% | +15,047+30.5% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,780 | $267.6 萬 | 0.4% | +173+6.6% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 6,323 | $264.3 萬 | 0.4% | +323+5.4% | 加碼 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 12,122 | $258.5 萬 | 0.4% | +177+1.5% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 8,290 | $258.1 萬 | 0.4% | +185+2.3% | 加碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 6,378 | $257.8 萬 | 0.4% | +148+2.4% | 加碼 | 歷史 |
| AMRAlpha Metallurgical Resources, Inc. | COM | 7,776 | $257.5 萬 | 0.4% | +40+0.5% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 34,970 | $256.2 萬 | 0.4% | +836+2.4% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 58,127 | $253.6 萬 | 0.4% | +1,908+3.4% | 加碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 9,084 | $250.9 萬 | 0.4% | +164+1.8% | 加碼 | 歷史 |
| OLEDUniversal Display Corp | COM | 14,820 | $249.6 萬 | 0.4% | −28−0.2% | 減碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 38,090 | $249.0 萬 | 0.4% | +1,464+4.0% | 加碼 | 歷史 |
| USLMUnited States Lime & Minerals Inc | COM | 8,205 | $244.6 萬 | 0.4% | +89+1.1% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 10,489 | $243.0 萬 | 0.4% | +348+3.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 6,065 | $242.0 萬 | 0.4% | +145+2.4% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 8,109 | $235.1 萬 | 0.4% | +8,109 | 新進 | 歷史 |
| AZOAutoZone Inc | COM | 743 | $234.2 萬 | 0.4% | +136+22.4% | 加碼 | 歷史 |
| NXQuanex Building Products CORP | COM | 60,539 | $232.7 萬 | 0.4% | +965+1.6% | 加碼 | 歷史 |
| ARCBArcbest Corp | COM | 16,321 | $232.6 萬 | 0.4% | −635−3.7% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,057 | $232.2 萬 | 0.4% | +126+6.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 42,538 | $230.7 萬 | 0.4% | +2,773+7.0% | 加碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 116,381 | $229.6 萬 | 0.4% | +1,831+1.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,557 | $228.7 萬 | 0.4% | +94+0.8% | 加碼 | 歷史 |
| MORNMorningstar, Inc. | COM | 7,391 | $227.9 萬 | 0.4% | +12+0.2% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 8,036 | $227.0 萬 | 0.4% | +15+0.2% | 加碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 4,560 | $226.6 萬 | 0.4% | −20.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 17,909 | $225.0 萬 | 0.4% | −9,832−35.4% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 6,474 | $224.9 萬 | 0.4% | −17−0.3% | 減碼 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 12,416 | $224.8 萬 | 0.4% | +20+0.2% | 加碼 | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 33,855 | $223.9 萬 | 0.4% | +538+1.6% | 加碼 | 歷史 |
| PLABPhotronics Inc | COM | 78,510 | $222.3 萬 | 0.4% | +1,245+1.6% | 加碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 21,330 | $222.2 萬 | 0.4% | +45+0.2% | 加碼 | 歷史 |
| CRAICra International, Inc. | COM | 14,789 | $221.2 萬 | 0.4% | +1,273+9.4% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 19,404 | $218.2 萬 | 0.4% | +681+3.6% | 加碼 | 歷史 |
| VCELVericel Corp | COM | 41,876 | $217.8 萬 | 0.3% | +1,175+2.9% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 18,767 | $216.5 萬 | 0.3% | −93−0.5% | 減碼 | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 26,588 | $215.8 萬 | 0.3% | −1,545−5.5% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 37,195 | $215.4 萬 | 0.3% | −233−0.6% | 減碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 22,229 | $215.1 萬 | 0.3% | +58+0.3% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 1,744 | $214.8 萬 | 0.3% | −2−0.1% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 30,161 | $212.3 萬 | 0.3% | +1,720+6.0% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,212 | $209.2 萬 | 0.3% | +454+5.9% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 12,318 | $208.5 萬 | 0.3% | +1,171+10.5% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 13,423 | $208.0 萬 | 0.3% | +595+4.6% | 加碼 | 歷史 |
| MDCSekisui House U.S., Inc. | COM | 32,896 | $206.9 萬 | 0.3% | +513+1.6% | 加碼 | 歷史 |
| VVVValvoline Inc | COM | 46,172 | $205.8 萬 | 0.3% | +391+0.9% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 5,925 | $205.7 萬 | 0.3% | +46+0.8% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,214 | $205.1 萬 | 0.3% | +46+0.6% | 加碼 | 歷史 |
| CROXCrocs, Inc. | COM | 14,134 | $203.2 萬 | 0.3% | +225+1.6% | 加碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 30,526 | $202.6 萬 | 0.3% | +530+1.8% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 3,874 | $202.6 萬 | 0.3% | +119+3.2% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 4,766 | $202.6 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| MMM3M Co | Stock | 19,008 | $201.6 萬 | 0.3% | +985+5.5% | 加碼 | 歷史 |
| HCKTHackett Group, Inc. | COM | 82,909 | $201.5 萬 | 0.3% | +5,371+6.9% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 25,084 | $201.1 萬 | 0.3% | +63+0.3% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 26,734 | $198.1 萬 | 0.3% | +217+0.8% | 加碼 | 歷史 |
| FFIVF5, Inc. | Stock | 10,446 | $198.0 萬 | 0.3% | +20+0.2% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 14,250 | $197.6 萬 | 0.3% | +874+6.5% | 加碼 | 歷史 |
| ENTGEntegris Inc | COM | 14,062 | $197.6 萬 | 0.3% | +21+0.1% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5,047 | $197.2 萬 | 0.3% | +745+17.3% | 加碼 | 歷史 |
| MYRGMyr Group Inc. | COM | 11,059 | $195.5 萬 | 0.3% | −241−2.1% | 減碼 | 歷史 |
2023 年第 4 季之後清倉（20 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,293 | $107.2 萬 | 0.2% | – |
| UNPUnion Pacific Corp | Stock | 3,877 | $95.2 萬 | 0.2% | 歷史 |
| DTEDte Energy Co | COM | 6,853 | $75.6 萬 | 0.1% | 歷史 |
| WECWec Energy Group, Inc. | Stock | 8,214 | $69.1 萬 | 0.1% | 歷史 |
| TSNTyson Foods, Inc. | Stock | 12,340 | $66.3 萬 | 0.1% | 歷史 |
| HSICHenry Schein Inc | COM | 8,345 | $63.2 萬 | 0.1% | 歷史 |
| CRCrane Co | COMMON STOCK | 5,124 | $60.5 萬 | 0.1% | 歷史 |
| SLGNSilgan Holdings Inc | COM | 13,139 | $59.5 萬 | 0.1% | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 4,757 | $49.7 萬 | 0.1% | – |
| AMNAmn Healthcare Services Inc | COM | 6,452 | $48.3 萬 | 0.1% | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 2,258 | $39.6 萬 | 0.1% | – |
| SSDSimpson Manufacturing Co., Inc. | COM | 1,652 | $32.7 萬 | 0.1% | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,065 | $32.1 萬 | 0.1% | – |
| COKECoca-Cola Consolidated, Inc. | COM | 285 | $26.5 萬 | <0.1% | 歷史 |
| ACLSAxcelis Technologies Inc | Stock | 1,656 | $21.5 萬 | <0.1% | 歷史 |
| PAMTPamt Corp | COM | 10,029 | $20.8 萬 | <0.1% | 歷史 |
| ALLYAlly Financial Inc. | Stock | 5,933 | $20.7 萬 | <0.1% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 676 | $20.5 萬 | <0.1% | – |
| ADEAAdeia Inc. | COM | 11,144 | $13.8 萬 | <0.1% | 歷史 |
| DHTDHT Holdings, Inc. | SHS NEW | 10,590 | $10.4 萬 | <0.1% | 歷史 |