Linden Thomas Advisory Services, LLC
- SEC CIK
- 0001965702
- 最新申報
- 2026/7/16
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/31 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 478
- 較 2025 年第 1 季 +18
- 總值
- $9.08 億
- 較 2025 年第 1 季 +$1.36 億 (+17.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 181,647 | $2,870 萬 | 3.2% | +7,602+4.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 22,240 | $1,642 萬 | 1.8% | +808+3.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 76,455 | $1,569 萬 | 1.7% | +22,274+41.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 27,903 | $1,388 萬 | 1.5% | +1,380+5.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 38,202 | $1,053 萬 | 1.2% | +839+2.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 66,630 | $908.3 萬 | 1.0% | +1,733+2.7% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 32,523 | $839.1 萬 | 0.9% | +16,631+104.7% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 25,522 | $837.1 萬 | 0.9% | +18,936+287.5% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 81,320 | $832.0 萬 | 0.9% | +14,128+21.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,892 | $789.0 萬 | 0.9% | −539−8.4% | 減碼 | 歷史 |
| FFIVF5, Inc. | Stock | 25,674 | $755.6 萬 | 0.8% | +14,845+137.1% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 21,042 | $736.6 萬 | 0.8% | +551+2.7% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 13,482 | $710.9 萬 | 0.8% | +2,632+24.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 19,945 | $708.1 萬 | 0.8% | +644+3.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 12,375 | $695.4 萬 | 0.8% | +358+3.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 30,246 | $619.0 萬 | 0.7% | +5,549+22.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 44,874 | $610.3 萬 | 0.7% | +12,050+36.7% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 7,719 | $608.0 萬 | 0.7% | +83+1.1% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 103,339 | $605.9 萬 | 0.7% | +69,095+201.8% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 182,718 | $595.7 萬 | 0.7% | +52,841+40.7% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 55,378 | $585.5 萬 | 0.6% | +758+1.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 10,654 | $578.9 萬 | 0.6% | −30.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 20,996 | $572.5 萬 | 0.6% | +136+0.7% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,423 | $557.5 萬 | 0.6% | +70+1.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 31,422 | $553.7 萬 | 0.6% | +9,200+41.4% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 33,885 | $544.1 萬 | 0.6% | +33,885 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 124,364 | $538.1 萬 | 0.6% | +36,548+41.6% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 10,078 | $533.3 萬 | 0.6% | −175−1.7% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 47,527 | $526.9 萬 | 0.6% | +1,630+3.6% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 1,417 | $526.0 萬 | 0.6% | +356+33.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 12,638 | $512.4 萬 | 0.6% | +7,241+134.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,648 | $500.4 萬 | 0.6% | +575+4.4% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 16,197 | $499.1 萬 | 0.5% | +704+4.5% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 20,683 | $492.8 萬 | 0.5% | +1,662+8.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 70,016 | $485.8 萬 | 0.5% | +22,576+47.6% | 加碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 52,570 | $475.3 萬 | 0.5% | −667−1.3% | 減碼 | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 63,600 | $466.8 萬 | 0.5% | −92−0.1% | 減碼 | 歷史 |
| SOLVSolventum Corp | Stock | 60,573 | $459.4 萬 | 0.5% | −833−1.4% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 71,695 | $449.1 萬 | 0.5% | −621−0.9% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 70,301 | $441.6 萬 | 0.5% | +5,956+9.3% | 加碼 | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 30,799 | $441.3 萬 | 0.5% | −388−1.2% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 14,605 | $437.9 萬 | 0.5% | +4,876+50.1% | 加碼 | 歷史 |
| ACMAecom | COM | 38,641 | $436.1 萬 | 0.5% | +38,641 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 43,880 | $429.1 萬 | 0.5% | +968+2.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,528 | $426.9 萬 | 0.5% | +788+4.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 10,645 | $421.1 萬 | 0.5% | +4,107+62.8% | 加碼 | 歷史 |
| HRLHormel Foods Corp | COM | 138,531 | $419.1 萬 | 0.5% | +73,539+113.2% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 7,797 | $418.2 萬 | 0.5% | +66+0.9% | 加碼 | 歷史 |
| FOXAFox Corp | CL A COM | 74,298 | $416.4 萬 | 0.5% | +24,429+49.0% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 7,259 | $416.1 萬 | 0.5% | +60+0.8% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 10,021 | $409.7 萬 | 0.5% | +10,021 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 37,874 | $408.3 萬 | 0.4% | +16,083+73.8% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 41,836 | $407.2 萬 | 0.4% | +543+1.3% | 加碼 | 歷史 |
| USLMUnited States Lime & Minerals Inc | COM | 40,676 | $405.9 萬 | 0.4% | −383−0.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,347 | $405.5 萬 | 0.4% | +2,233+36.5% | 加碼 | 歷史 |
| KRKroger Co | Stock | 56,190 | $403.1 萬 | 0.4% | +10,126+22.0% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 51,451 | $401.5 萬 | 0.4% | +22,498+77.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,619 | $399.2 萬 | 0.4% | +100+1.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,983 | $394.3 萬 | 0.4% | +921+30.1% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 43,625 | $393.2 萬 | 0.4% | −400−0.9% | 減碼依 15 比 1 拆股換算 | 歷史 |
| PAYXPaychex Inc | Stock | 26,697 | $388.3 萬 | 0.4% | +7,998+42.8% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 4,335 | $388.3 萬 | 0.4% | −3,020−41.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,925 | $383.9 萬 | 0.4% | −2,849−36.6% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 21,324 | $367.6 萬 | 0.4% | +21,324 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 37,017 | $365.5 萬 | 0.4% | +10,851+41.5% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 8,161 | $363.3 萬 | 0.4% | +428+5.5% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 7,126 | $362.9 萬 | 0.4% | +168+2.4% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 7,399 | $360.3 萬 | 0.4% | −106−1.4% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 12,409 | $357.4 萬 | 0.4% | −7−0.1% | 減碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 7,905 | $353.6 萬 | 0.4% | −112−1.4% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 43,314 | $348.2 萬 | 0.4% | −629−1.4% | 減碼 | 歷史 |
| MATXMatson, Inc. | COM | 28,982 | $322.7 萬 | 0.4% | +1,479+5.4% | 加碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 10,446 | $322.1 萬 | 0.4% | −143−1.4% | 減碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 116,115 | $321.3 萬 | 0.4% | −1,166−1.0% | 減碼 | 歷史 |
| BMIBadger Meter Inc | COM | 12,875 | $315.4 萬 | 0.3% | −125−1.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,815 | $311.8 萬 | 0.3% | −157−1.6% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 58,789 | $310.2 萬 | 0.3% | −763−1.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 21,836 | $309.9 萬 | 0.3% | +665+3.1% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 4,174 | $305.3 萬 | 0.3% | +53+1.3% | 加碼 | 歷史 |
| ITGartner Inc | COM | 7,481 | $302.4 萬 | 0.3% | −122−1.6% | 減碼 | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 33,792 | $300.0 萬 | 0.3% | −338−1.0% | 減碼 | 歷史 |
| CRAICra International, Inc. | COM | 15,917 | $298.2 萬 | 0.3% | −1,496−8.6% | 減碼 | 歷史 |
| PENPenumbra Inc | COM | 11,597 | $297.6 萬 | 0.3% | −50−0.4% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 7,583 | $293.4 萬 | 0.3% | −3,808−33.4% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 99,213 | $291.7 萬 | 0.3% | +3,818+4.0% | 加碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 34,553 | $287.0 萬 | 0.3% | −1,038−2.9% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 12,534 | $280.5 萬 | 0.3% | +320+2.6% | 加碼 | 歷史 |
| PODDInsulet Corp | Stock | 8,899 | $279.6 萬 | 0.3% | −155−1.7% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 13,403 | $278.3 萬 | 0.3% | +826+6.6% | 加碼 | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 127,426 | $276.5 萬 | 0.3% | +92,193+261.7% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 17,240 | $274.6 萬 | 0.3% | +775+4.7% | 加碼 | 歷史 |
| NVTnVent Electric plc | SHS | 37,028 | $271.2 萬 | 0.3% | −386−1.0% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 8,613 | $270.4 萬 | 0.3% | +220+2.6% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 12,124 | $269.0 萬 | 0.3% | +1,487+14.0% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 11,263 | $268.1 萬 | 0.3% | +472+4.4% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 1,461 | $267.1 萬 | 0.3% | −211−12.6% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 12,487 | $260.6 萬 | 0.3% | +536+4.5% | 加碼 | 歷史 |
| MTNVail Resorts Inc | COM | 16,585 | $260.6 萬 | 0.3% | +108+0.7% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 4,391 | $260.3 萬 | 0.3% | −38−0.9% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 14,115 | $258.4 萬 | 0.3% | −10,398−42.4% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（22 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MCOMoodys Corp | Stock | 6,005 | $279.6 萬 | 0.4% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 11,220 | $272.0 萬 | 0.4% | 歷史 |
| BERYBerry Global Group, Inc. | COM | 22,375 | $156.2 萬 | 0.2% | 歷史 |
| PMTSCPI Card Group Inc. | COM NEW | 40,186 | $117.2 萬 | 0.2% | 歷史 |
| APTAlpha Pro Tech Ltd | COM | 187,610 | $93.8 萬 | 0.1% | 歷史 |
| MANManpowerGroup Inc. | COM | 15,020 | $86.9 萬 | 0.1% | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 10,024 | $78.3 萬 | 0.1% | 歷史 |
| GTNGray Media, Inc | COM | 129,868 | $56.1 萬 | 0.1% | 歷史 |
| KEKimball Electronics, Inc. | Stock | 33,975 | $55.9 萬 | 0.1% | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 10,828 | $54.6 萬 | 0.1% | 歷史 |
| FONRFonar Corp | COM NEW | 34,054 | $47.7 萬 | 0.1% | 歷史 |
| CONConcentra Group Holdings Parent, Inc. | COMMON STOCK | 19,502 | $42.3 萬 | 0.1% | 歷史 |
| AMCXAMC Global Media Inc. | CL A | 58,603 | $40.3 萬 | 0.1% | 歷史 |
| EDRYEuroDry Ltd. | COM | 34,988 | $38.4 萬 | <0.1% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 713 | $36.6 萬 | <0.1% | – |
| NVONovo Nordisk A S | ADR | 4,011 | $27.9 萬 | <0.1% | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 2,451 | $26.6 萬 | <0.1% | 歷史 |
| AGIAlamos Gold Inc | Stock | 9,918 | $26.5 萬 | <0.1% | 歷史 |
| PAASPan American Silver Corp | Stock | 9,404 | $24.3 萬 | <0.1% | 歷史 |
| LQDTLiquidity Services Inc | COM | 7,344 | $22.8 萬 | <0.1% | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 2,841 | $22.1 萬 | <0.1% | 歷史 |
| GOLDGold.com, Inc. | COM | 8,405 | $21.3 萬 | <0.1% | 歷史 |