Linden Thomas Advisory Services, LLC
- SEC CIK
- 0001965702
- 最新申報
- 2026/7/16
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/10 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 446
- 較 2024 年第 1 季 −7
- 總值
- $6.47 億
- 較 2024 年第 1 季 +$2,468 萬 (+4.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 114,232 | $1,411 萬 | 2.2% | −14,168−11.0% | 減碼依 10 比 1 拆股換算 | 歷史 |
| AAPLApple Inc. | Stock | 38,082 | $802.1 萬 | 1.2% | +5,077+15.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15,160 | $764.4 萬 | 1.2% | −936−5.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,825 | $752.0 萬 | 1.2% | +2,886+20.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 6,808 | $616.4 萬 | 1.0% | −1,353−16.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,701 | $594.2 萬 | 0.9% | −1,834−33.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 8,964 | $498.0 萬 | 0.8% | +1,578+21.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 18,233 | $468.8 萬 | 0.7% | −3,745−17.0% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 12,846 | $450.2 萬 | 0.7% | +4,737+58.4% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 6,548 | $430.3 萬 | 0.7% | +122+1.9% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 5,086 | $419.3 萬 | 0.6% | +180+3.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 17,613 | $415.6 萬 | 0.6% | +655+3.9% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 7,596 | $412.1 萬 | 0.6% | +589+8.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 9,144 | $406.8 萬 | 0.6% | +3,079+50.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,530 | $398.4 萬 | 0.6% | +437+5.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,859 | $395.4 萬 | 0.6% | −1,469−20.0% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 12,646 | $389.2 萬 | 0.6% | +4,356+52.5% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 8,586 | $382.9 萬 | 0.6% | +833+10.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 8,508 | $375.3 萬 | 0.6% | +1,356+19.0% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 3,524 | $375.3 萬 | 0.6% | −791−18.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 14,137 | $371.1 萬 | 0.6% | +1,856+15.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 10,772 | $365.2 萬 | 0.6% | −385−3.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,408 | $358.3 萬 | 0.6% | +1,118+12.0% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 6,608 | $353.5 萬 | 0.5% | +264+4.2% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 69,716 | $348.2 萬 | 0.5% | +15,450+28.5% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 7,109 | $346.4 萬 | 0.5% | +931+15.1% | 加碼 | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 30,761 | $342.9 萬 | 0.5% | +30,761 | 新進 | 歷史 |
| ITGartner Inc | COM | 7,609 | $341.7 萬 | 0.5% | −934−10.9% | 減碼 | 歷史 |
| MATXMatson, Inc. | COM | 25,032 | $327.8 萬 | 0.5% | +715+2.9% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 7,982 | $325.9 萬 | 0.5% | +546+7.3% | 加碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 10,488 | $324.0 萬 | 0.5% | +512+5.1% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 43,444 | $322.1 萬 | 0.5% | +9,787+29.1% | 加碼 | 歷史 |
| SOLVSolventum Corp | Stock | 60,649 | $320.7 萬 | 0.5% | +60,649 | 新進 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 52,670 | $318.7 萬 | 0.5% | +52,670 | 新進 | 歷史 |
| TSCOTractor Supply Co | COM | 11,794 | $318.4 萬 | 0.5% | −1,721−12.7% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,029 | $316.9 萬 | 0.5% | +2,079+106.6% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 106,160 | $304.0 萬 | 0.5% | +6,128+6.1% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 3,698 | $303.9 萬 | 0.5% | −1,034−21.9% | 減碼 | 歷史 |
| USLMUnited States Lime & Minerals Inc | COM | 8,289 | $301.9 萬 | 0.5% | +84+1.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 16,498 | $300.5 萬 | 0.5% | −7,263−30.6% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 48,784 | $294.0 萬 | 0.5% | +28,025+135.0% | 加碼 | 歷史 |
| MTNVail Resorts Inc | COM | 16,296 | $293.5 萬 | 0.5% | +12,979+391.3% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 6,184 | $289.9 萬 | 0.4% | −139−2.2% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 42,054 | $288.5 萬 | 0.4% | +7,084+20.3% | 加碼 | 歷史 |
| NVTnVent Electric plc | SHS | 37,506 | $287.3 萬 | 0.4% | +18,432+96.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 69,491 | $286.6 萬 | 0.4% | +5,118+8.0% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 14,720 | $281.8 萬 | 0.4% | +8,070+121.4% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 26,522 | $275.6 萬 | 0.4% | +1,780+7.2% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 3,010 | $271.6 萬 | 0.4% | +183+6.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 13,630 | $271.5 萬 | 0.4% | +1,312+10.7% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,569 | $270.0 萬 | 0.4% | −211−7.6% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 16,591 | $269.1 萬 | 0.4% | −1,118−6.3% | 減碼 | 歷史 |
| CRAICra International, Inc. | COM | 15,333 | $264.1 萬 | 0.4% | +544+3.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,647 | $263.3 萬 | 0.4% | +738+4.1% | 加碼 | 歷史 |
| OLEDUniversal Display Corp | COM | 12,367 | $260.0 萬 | 0.4% | −2,453−16.6% | 減碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 31,560 | $259.7 萬 | 0.4% | +1,034+3.4% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,440 | $257.7 萬 | 0.4% | +383+18.6% | 加碼 | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 34,415 | $255.6 萬 | 0.4% | +560+1.7% | 加碼 | 歷史 |
| FORMFormfactor Inc | COM | 41,135 | $249.0 萬 | 0.4% | +676+1.7% | 加碼 | 歷史 |
| BMIBadger Meter Inc | COM | 13,142 | $244.9 萬 | 0.4% | +2,956+29.0% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 817 | $242.2 萬 | 0.4% | +74+10.0% | 加碼 | 歷史 |
| BCCBoise Cascade Co | COM | 19,995 | $238.4 萬 | 0.4% | +313+1.6% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 18,311 | $235.8 萬 | 0.4% | −80.0% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 7,991 | $231.9 萬 | 0.4% | −45−0.6% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 10,046 | $229.3 萬 | 0.4% | +367+3.8% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 20,094 | $227.8 萬 | 0.4% | +5,844+41.0% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 107,483 | $227.5 萬 | 0.4% | +2,722+2.6% | 加碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 12,047 | $226.6 萬 | 0.4% | +2,963+32.6% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 4,470 | $224.7 萬 | 0.3% | −296−6.2% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,804 | $222.4 萬 | 0.3% | −4,909−45.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,115 | $222.3 萬 | 0.3% | −99−1.4% | 減碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 118,302 | $220.9 萬 | 0.3% | +1,921+1.7% | 加碼 | 歷史 |
| AMRAlpha Metallurgical Resources, Inc. | COM | 7,823 | $219.5 萬 | 0.3% | +47+0.6% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 11,929 | $218.3 萬 | 0.3% | +1,440+13.7% | 加碼 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 10,987 | $218.2 萬 | 0.3% | −1,135−9.4% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 9,566 | $214.8 萬 | 0.3% | +639+7.2% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 12,189 | $214.7 萬 | 0.3% | +2,068+20.4% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 21,941 | $214.3 萬 | 0.3% | +62+0.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 11,012 | $214.2 萬 | 0.3% | +663+6.4% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 7,146 | $213.5 萬 | 0.3% | +2,099+41.6% | 加碼 | 歷史 |
| CNRCore Natural Resources, Inc. | COM | 20,849 | $212.7 萬 | 0.3% | +330+1.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,340 | $211.7 萬 | 0.3% | −217−1.7% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 6,574 | $211.4 萬 | 0.3% | +649+11.0% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,111 | $211.0 萬 | 0.3% | +1,545+20.4% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 1,389 | $206.8 萬 | 0.3% | −174−11.1% | 減碼 | 歷史 |
| PENPenumbra Inc | COM | 11,474 | $206.5 萬 | 0.3% | +5,686+98.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 30,175 | $204.3 萬 | 0.3% | +3,448+12.9% | 加碼 | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 26,798 | $203.4 萬 | 0.3% | +210+0.8% | 加碼 | 歷史 |
| FIVEFive Below, Inc | COM | 18,572 | $202.4 萬 | 0.3% | +8,356+81.8% | 加碼 | 歷史 |
| VVVValvoline Inc | COM | 46,713 | $201.8 萬 | 0.3% | +541+1.2% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 24,706 | $201.5 萬 | 0.3% | −378−1.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,989 | $198.2 萬 | 0.3% | +777+9.5% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 22,078 | $198.0 萬 | 0.3% | −151−0.7% | 減碼 | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 60,873 | $197.8 萬 | 0.3% | +2,002+3.4% | 加碼 | 歷史 |
| VCELVericel Corp | COM | 42,981 | $197.2 萬 | 0.3% | +1,105+2.6% | 加碼 | 歷史 |
| PLABPhotronics Inc | COM | 79,810 | $196.9 萬 | 0.3% | +1,300+1.7% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 6,532 | $194.9 萬 | 0.3% | +58+0.9% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 5,051 | $194.9 萬 | 0.3% | +1,177+30.4% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 11,924 | $194.3 萬 | 0.3% | −35−0.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,715 | $192.2 萬 | 0.3% | −639−6.2% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（40 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ZMZoom Communications, Inc. | Stock | 38,090 | $249.0 萬 | 0.4% | 歷史 |
| MDCSekisui House U.S., Inc. | COM | 32,896 | $206.9 萬 | 0.3% | 歷史 |
| ALLAllstate Corp | Stock | 9,474 | $163.9 萬 | 0.3% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 8,087 | $160.9 萬 | 0.3% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 17,900 | $156.3 萬 | 0.3% | 歷史 |
| NFENew Fortress Energy Inc. | COM CL A | 50,082 | $153.2 萬 | 0.2% | 歷史 |
| PCTYPaylocity Holding Corp | COM | 8,085 | $138.9 萬 | 0.2% | 歷史 |
| CAHCardinal Health Inc | Stock | 11,589 | $129.7 萬 | 0.2% | 歷史 |
| MASIMasimo Corp | COM | 8,755 | $128.6 萬 | 0.2% | 歷史 |
| AMCRAmcor plc | ORD | 132,275 | $125.8 萬 | 0.2% | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 5,731 | $125.7 萬 | 0.2% | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 4,238 | $123.2 萬 | 0.2% | 歷史 |
| ILMNIllumina, Inc. | COM | 8,729 | $119.9 萬 | 0.2% | 歷史 |
| TELTE Connectivity plc | REG SHS | 7,773 | $112.9 萬 | 0.2% | 歷史 |
| DOCSDoximity, Inc. | CL A | 41,893 | $112.7 萬 | 0.2% | 歷史 |
| MSCIMSCI Inc. | Stock | 1,897 | $106.3 萬 | 0.2% | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 35,473 | $103.5 萬 | 0.2% | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 33,674 | $102.3 萬 | 0.2% | 歷史 |
| CLXClorox Co | Stock | 6,613 | $101.3 萬 | 0.2% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 8,060 | $97.5 萬 | 0.2% | 歷史 |
| IPGPIpg Photonics Corp | COM | 10,610 | $96.2 萬 | 0.2% | 歷史 |
| ONOn Semiconductor Corp | Stock | 10,584 | $77.8 萬 | 0.1% | 歷史 |
| WENWendy's Co | Stock | 32,727 | $61.7 萬 | 0.1% | 歷史 |
| SWAVShockwave Medical, Inc. | COM | 1,859 | $60.5 萬 | 0.1% | 歷史 |
| ALGNAlign Technology Inc | COM | 1,732 | $56.8 萬 | 0.1% | 歷史 |
| CWENClearway Energy, Inc. | CL C | 20,046 | $46.2 萬 | 0.1% | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 5,373 | $38.1 萬 | 0.1% | 歷史 |
| MPTMedical Properties Trust Inc | COM | 52,185 | $24.5 萬 | <0.1% | 歷史 |
| AGCOAGCO Corp | COM | 1,781 | $21.9 萬 | <0.1% | 歷史 |
| DHIHorton D R Inc | COM | 1,311 | $21.6 萬 | <0.1% | 歷史 |
| OSKOshkosh Corp | COM | 1,717 | $21.4 萬 | <0.1% | 歷史 |
| STLDSteel Dynamics Inc | COM | 1,431 | $21.2 萬 | <0.1% | 歷史 |
| TNCTennant Co | COM | 1,719 | $20.9 萬 | <0.1% | 歷史 |
| CBRECbre Group, Inc. | CL A | 2,122 | $20.6 萬 | <0.1% | 歷史 |
| EFOREverforth Inc | COM | 1,962 | $20.6 萬 | <0.1% | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 13,126 | $20.5 萬 | <0.1% | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 6,255 | $20.4 萬 | <0.1% | 歷史 |
| RRXRegal Rexnord Corp | COM | 1,127 | $20.3 萬 | <0.1% | 歷史 |
| NUENucor Corp | COM | 1,015 | $20.1 萬 | <0.1% | 歷史 |
| ASIXAdvanSix Inc. | COM | 6,993 | $20.0 萬 | <0.1% | 歷史 |