Linden Thomas Advisory Services, LLC
- SEC CIK
- 0001965702
- 最新申報
- 2026/7/16
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/6 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 483
- 較 2025 年第 2 季 +5
- 總值
- $9.88 億
- 較 2025 年第 2 季 +$8,005 萬 (+8.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 187,267 | $3,494 萬 | 3.5% | +5,620+3.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 78,851 | $2,008 萬 | 2.0% | +2,396+3.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 22,952 | $1,686 萬 | 1.7% | +712+3.2% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 21,388 | $1,537 萬 | 1.6% | +346+1.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 29,098 | $1,507 萬 | 1.5% | +1,195+4.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 38,634 | $1,275 萬 | 1.3% | +432+1.1% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 68,139 | $1,243 萬 | 1.3% | +1,509+2.3% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 84,316 | $1,229 萬 | 1.2% | +2,996+3.7% | 加碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 52,799 | $1,034 萬 | 1.0% | +229+0.4% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 33,135 | $907.0 萬 | 0.9% | +612+1.9% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 26,283 | $848.5 萬 | 0.9% | +761+3.0% | 加碼 | 歷史 |
| FFIVF5, Inc. | Stock | 26,192 | $846.5 萬 | 0.9% | +518+2.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 32,686 | $794.6 萬 | 0.8% | +1,264+4.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 12,804 | $728.3 萬 | 0.7% | +429+3.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,928 | $710.7 萬 | 0.7% | +36+0.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 20,535 | $701.0 萬 | 0.7% | +590+3.0% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 105,869 | $699.4 萬 | 0.7% | +2,530+2.4% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 13,790 | $671.2 萬 | 0.7% | +308+2.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 13,203 | $640.4 萬 | 0.6% | +565+4.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 31,422 | $639.8 萬 | 0.6% | +1,176+3.9% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 1,451 | $622.5 萬 | 0.6% | +34+2.4% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 10,101 | $621.1 萬 | 0.6% | +23+0.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 46,012 | $616.3 萬 | 0.6% | +1,138+2.5% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 187,586 | $611.7 萬 | 0.6% | +4,868+2.7% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 16,631 | $584.2 萬 | 0.6% | +434+2.7% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 42,450 | $568.4 萬 | 0.6% | +614+1.5% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 35,042 | $567.5 萬 | 0.6% | +1,157+3.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,921 | $564.1 萬 | 0.6% | +273+2.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 127,828 | $561.8 萬 | 0.6% | +3,464+2.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,943 | $560.9 萬 | 0.6% | +415+2.1% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 48,274 | $535.8 萬 | 0.5% | +747+1.6% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 7,837 | $535.2 萬 | 0.5% | +118+1.5% | 加碼 | 歷史 |
| USLMUnited States Lime & Minerals Inc | COM | 40,632 | $534.5 萬 | 0.5% | −44−0.1% | 減碼 | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 63,905 | $531.1 萬 | 0.5% | +305+0.5% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,688 | $523.5 萬 | 0.5% | +265+4.9% | 加碼 | 歷史 |
| ACMAecom | COM | 39,956 | $521.3 萬 | 0.5% | +1,315+3.4% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 21,589 | $516.8 萬 | 0.5% | +906+4.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 21,441 | $508.2 萬 | 0.5% | +445+2.1% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 7,825 | $499.9 萬 | 0.5% | +28+0.4% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 4,616 | $497.9 萬 | 0.5% | +281+6.5% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 10,943 | $489.4 萬 | 0.5% | +289+2.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 71,050 | $486.1 萬 | 0.5% | +1,034+1.5% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 44,836 | $483.4 萬 | 0.5% | +1,211+2.8% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 71,612 | $482.0 萬 | 0.5% | −83−0.1% | 減碼 | 歷史 |
| FOXAFox Corp | CL A COM | 75,709 | $477.4 萬 | 0.5% | +1,411+1.9% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 56,738 | $477.1 萬 | 0.5% | +1,360+2.5% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 15,078 | $471.2 萬 | 0.5% | +473+3.2% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 37,874 | $468.7 萬 | 0.5% | +857+2.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 45,424 | $468.1 萬 | 0.5% | +1,544+3.5% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 72,693 | $460.5 萬 | 0.5% | +2,392+3.4% | 加碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 116,040 | $450.6 萬 | 0.5% | −75−0.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 39,163 | $441.6 萬 | 0.4% | +1,289+3.4% | 加碼 | 歷史 |
| SOLVSolventum Corp | Stock | 60,338 | $440.5 萬 | 0.4% | −235−0.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,839 | $437.6 萬 | 0.4% | +24+0.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,663 | $432.5 萬 | 0.4% | +44+0.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,584 | $431.6 萬 | 0.4% | +237+2.8% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 10,995 | $406.5 萬 | 0.4% | +350+3.3% | 加碼 | 歷史 |
| KRKroger Co | Stock | 58,100 | $391.7 萬 | 0.4% | +1,910+3.4% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 4,204 | $387.0 萬 | 0.4% | +30+0.7% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 7,283 | $385.5 萬 | 0.4% | +24+0.3% | 加碼 | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 30,690 | $382.1 萬 | 0.4% | −109−0.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,118 | $381.2 萬 | 0.4% | +135+3.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,968 | $379.1 萬 | 0.4% | +43+0.9% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 45,567 | $373.8 萬 | 0.4% | +300+0.7% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 12,444 | $370.7 萬 | 0.4% | +35+0.3% | 加碼 | 歷史 |
| NVTnVent Electric plc | SHS | 37,430 | $369.2 萬 | 0.4% | +402+1.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 22,691 | $367.1 萬 | 0.4% | +855+3.9% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 43,207 | $364.5 萬 | 0.4% | −107−0.2% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 7,298 | $357.9 萬 | 0.4% | +172+2.4% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 53,189 | $356.7 萬 | 0.4% | +1,738+3.4% | 加碼 | 歷史 |
| HRLHormel Foods Corp | COM | 143,199 | $354.3 萬 | 0.4% | +4,668+3.4% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 27,602 | $349.9 萬 | 0.4% | +905+3.4% | 加碼 | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 33,758 | $341.7 萬 | 0.3% | −34−0.1% | 減碼 | 歷史 |
| CRAICra International, Inc. | COM | 16,061 | $334.9 萬 | 0.3% | +144+0.9% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 58,553 | $333.0 萬 | 0.3% | −236−0.4% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 8,419 | $329.7 萬 | 0.3% | +258+3.2% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 7,352 | $329.2 萬 | 0.3% | −47−0.6% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 12,588 | $316.3 萬 | 0.3% | +464+3.8% | 加碼 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 121,972 | $314.0 萬 | 0.3% | +48,702+66.5% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 12,595 | $310.1 萬 | 0.3% | +108+0.9% | 加碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 10,396 | $308.9 萬 | 0.3% | −50−0.5% | 減碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 34,991 | $306.2 萬 | 0.3% | +438+1.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 13,100 | $303.3 萬 | 0.3% | +152+1.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 17,986 | $299.2 萬 | 0.3% | +746+4.3% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 4,591 | $298.2 萬 | 0.3% | +57+1.3% | 加碼 | 歷史 |
| LGNDLigand Pharmaceuticals Inc | COM NEW | 16,806 | $297.7 萬 | 0.3% | +14+0.1% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 5,431 | $296.9 萬 | 0.3% | +10+0.2% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 17,347 | $296.4 萬 | 0.3% | +239+1.4% | 加碼 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 2,516 | $296.2 萬 | 0.3% | +88+3.6% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 14,457 | $296.0 萬 | 0.3% | +342+2.4% | 加碼 | 歷史 |
| PENPenumbra Inc | COM | 11,602 | $293.9 萬 | 0.3% | +50.0% | 加碼 | 歷史 |
| FIVEFive Below, Inc | COM | 18,707 | $289.4 萬 | 0.3% | −30−0.2% | 減碼 | 歷史 |
| MATXMatson, Inc. | COM | 29,347 | $289.3 萬 | 0.3% | +365+1.3% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 12,797 | $288.6 萬 | 0.3% | +263+2.1% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 8,386 | $286.0 萬 | 0.3% | +62+0.7% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 10,356 | $284.9 萬 | 0.3% | +335+3.3% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 22,065 | $284.5 萬 | 0.3% | +741+3.5% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 100,240 | $283.8 萬 | 0.3% | +1,027+1.0% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 11,512 | $282.8 萬 | 0.3% | +249+2.2% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,932 | $282.0 萬 | 0.3% | +562+7.6% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（10 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ANSSAnsys Inc | COM | 6,561 | $230.4 萬 | 0.3% | 歷史 |
| NVEENV5 Global, Inc. | COM | 50,318 | $116.2 萬 | 0.1% | 歷史 |
| PPBIPacific Premier Bancorp Inc | COM | 52,065 | $109.8 萬 | 0.1% | 歷史 |
| Paramount Global92556H206 | CL B | 84,854 | $109.5 萬 | 0.1% | – |
| JNPRJuniper Networks Inc | COM | 27,091 | $108.2 萬 | 0.1% | 歷史 |
| DNBDun & Bradstreet Holdings, Inc. | COM | 69,896 | $63.5 萬 | 0.1% | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 1,985 | $25.4 萬 | <0.1% | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 20,000 | $23.8 萬 | <0.1% | 歷史 |
| ASIXAdvanSix Inc. | COM | 9,978 | $23.7 萬 | <0.1% | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 1,418 | $23.3 萬 | <0.1% | 歷史 |