Linden Thomas Advisory Services, LLC
- SEC CIK
- 0001965702
- 最新申報
- 2026/7/16
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/16 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 485
- 較 2025 年第 3 季 +2
- 總值
- $9.87 億
- 較 2025 年第 3 季 −$156.4 萬 (−0.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 188,348 | $3,513 萬 | 3.6% | +1,081+0.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 79,197 | $2,153 萬 | 2.2% | +346+0.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 23,024 | $1,520 萬 | 1.5% | +72+0.3% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 21,660 | $1,459 萬 | 1.5% | +272+1.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 29,424 | $1,423 萬 | 1.4% | +326+1.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 39,176 | $1,356 萬 | 1.4% | +542+1.4% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 69,481 | $1,235 萬 | 1.3% | +1,342+2.0% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 86,219 | $1,130 萬 | 1.1% | +1,903+2.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 32,917 | $1,030 萬 | 1.0% | +231+0.7% | 加碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 52,512 | $873.6 萬 | 0.9% | −287−0.5% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 26,468 | $856.5 萬 | 0.9% | +185+0.7% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 33,160 | $798.7 萬 | 0.8% | +25+0.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 13,364 | $774.4 萬 | 0.8% | +161+1.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 12,968 | $740.3 萬 | 0.8% | +164+1.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 42,425 | $726.2 萬 | 0.7% | −25−0.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 20,644 | $724.0 萬 | 0.7% | +109+0.5% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 13,696 | $715.7 萬 | 0.7% | −94−0.7% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 9,955 | $650.6 萬 | 0.7% | −146−1.4% | 減碼 | 歷史 |
| FFIVF5, Inc. | Stock | 25,295 | $645.7 萬 | 0.7% | −897−3.4% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 11,062 | $626.5 萬 | 0.6% | +119+1.1% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 106,650 | $614.9 萬 | 0.6% | +781+0.7% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 49,553 | $608.2 萬 | 0.6% | +1,279+2.6% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 31,976 | $589.0 萬 | 0.6% | +554+1.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 46,409 | $581.5 萬 | 0.6% | +397+0.9% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 4,746 | $576.7 萬 | 0.6% | +130+2.8% | 加碼 | 歷史 |
| FOXAFox Corp | CL A COM | 77,816 | $568.6 萬 | 0.6% | +2,107+2.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 21,371 | $566.1 萬 | 0.6% | −70−0.3% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 35,258 | $561.4 萬 | 0.6% | +216+0.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 59,349 | $556.5 萬 | 0.6% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 71,458 | $550.4 萬 | 0.6% | +408+0.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,110 | $549.2 萬 | 0.6% | +142+2.9% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 71,014 | $544.5 萬 | 0.6% | −598−0.8% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 7,856 | $531.5 萬 | 0.5% | +31+0.4% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 16,752 | $523.6 萬 | 0.5% | +121+0.7% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 7,903 | $523.5 萬 | 0.5% | +66+0.8% | 加碼 | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 30,406 | $520.8 萬 | 0.5% | −284−0.9% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 38,247 | $516.9 萬 | 0.5% | +373+1.0% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 15,170 | $512.4 萬 | 0.5% | +92+0.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 45,812 | $510.4 萬 | 0.5% | +388+0.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 125,145 | $509.7 萬 | 0.5% | −2,683−2.1% | 減碼 | 歷史 |
| VICIVici Properties Inc. | COM | 180,446 | $507.4 萬 | 0.5% | −7,140−3.8% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 1,458 | $494.5 萬 | 0.5% | +7+0.5% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 22,974 | $492.0 萬 | 0.5% | +283+1.2% | 加碼 | 歷史 |
| USLMUnited States Lime & Minerals Inc | COM | 40,081 | $479.9 萬 | 0.5% | −551−1.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 39,803 | $479.0 萬 | 0.5% | +640+1.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,837 | $476.1 萬 | 0.5% | −84−0.6% | 減碼 | 歷史 |
| SOLVSolventum Corp | Stock | 59,779 | $473.7 萬 | 0.5% | −559−0.9% | 減碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 114,462 | $472.2 萬 | 0.5% | −1,578−1.4% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 57,924 | $460.0 萬 | 0.5% | +1,186+2.1% | 加碼 | 歷史 |
| GSATGlobalstar, Inc. | COM NEW | 75,059 | $458.2 萬 | 0.5% | −1,031−1.4% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 29,036 | $444.8 萬 | 0.5% | +596+2.1% | 加碼依 5 比 1 拆股換算 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 53,244 | $441.9 萬 | 0.4% | +55+0.1% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 72,980 | $438.7 萬 | 0.4% | +287+0.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,718 | $437.0 萬 | 0.4% | −121−1.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,633 | $433.9 萬 | 0.4% | +49+0.6% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 21,268 | $431.8 萬 | 0.4% | −321−1.5% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,775 | $424.4 萬 | 0.4% | +112+1.3% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 44,657 | $407.3 萬 | 0.4% | −179−0.4% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 46,431 | $406.5 萬 | 0.4% | +864+1.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 20,561 | $400.8 萬 | 0.4% | +618+3.1% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 4,233 | $383.7 萬 | 0.4% | +29+0.7% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 8,405 | $381.0 萬 | 0.4% | −14−0.2% | 減碼 | 歷史 |
| NVTnVent Electric plc | SHS | 37,288 | $380.2 萬 | 0.4% | −142−0.4% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 10,804 | $379.7 萬 | 0.4% | −191−1.7% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 14,579 | $374.7 萬 | 0.4% | +122+0.8% | 加碼 | 歷史 |
| MATXMatson, Inc. | COM | 29,456 | $363.9 萬 | 0.4% | +109+0.4% | 加碼 | 歷史 |
| ACMAecom | COM | 37,928 | $361.6 萬 | 0.4% | −2,028−5.1% | 減碼 | 歷史 |
| KRKroger Co | Stock | 57,676 | $360.4 萬 | 0.4% | −424−0.7% | 減碼 | 歷史 |
| PENPenumbra Inc | COM | 11,526 | $358.4 萬 | 0.4% | −76−0.7% | 減碼 | 歷史 |
| LIILennox International Inc | COM | 7,323 | $355.6 萬 | 0.4% | +40+0.5% | 加碼 | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 33,298 | $355.1 萬 | 0.4% | −460−1.4% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 18,585 | $350.1 萬 | 0.4% | −122−0.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,038 | $348.2 萬 | 0.4% | −80−1.9% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 7,412 | $347.4 萬 | 0.4% | +114+1.6% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 4,460 | $344.3 萬 | 0.3% | +47+1.1% | 加碼 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 122,428 | $342.2 萬 | 0.3% | +456+0.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 8,262 | $327.4 萬 | 0.3% | +330+4.2% | 加碼 | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 139,898 | $326.5 萬 | 0.3% | +4,317+3.2% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 5,370 | $324.9 萬 | 0.3% | −61−1.1% | 減碼 | 歷史 |
| HRLHormel Foods Corp | COM | 135,950 | $322.2 萬 | 0.3% | −7,249−5.1% | 減碼 | 歷史 |
| CRAICra International, Inc. | COM | 16,054 | $322.2 萬 | 0.3% | −70.0% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 18,791 | $321.4 萬 | 0.3% | +805+4.5% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 11,847 | $321.3 萬 | 0.3% | +335+2.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 13,003 | $313.6 萬 | 0.3% | +415+3.3% | 加碼 | 歷史 |
| LGNDLigand Pharmaceuticals Inc | COM NEW | 16,575 | $313.4 萬 | 0.3% | −231−1.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 13,507 | $308.6 萬 | 0.3% | +407+3.1% | 加碼 | 歷史 |
| CMAComerica Inc | COM | 34,709 | $301.7 萬 | 0.3% | +368+1.1% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 6,946 | $297.2 萬 | 0.3% | −406−5.5% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 26,418 | $296.4 萬 | 0.3% | −1,184−4.3% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 58,009 | $290.1 萬 | 0.3% | −544−0.9% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 8,578 | $288.8 萬 | 0.3% | +192+2.3% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 13,144 | $288.3 萬 | 0.3% | +347+2.7% | 加碼 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 2,601 | $285.7 萬 | 0.3% | +85+3.4% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 4,670 | $285.7 萬 | 0.3% | +79+1.7% | 加碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 35,045 | $284.2 萬 | 0.3% | +54+0.2% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 103,189 | $283.7 萬 | 0.3% | +2,949+2.9% | 加碼 | 歷史 |
| CNRCore Natural Resources, Inc. | COM SHS | 32,008 | $283.3 萬 | 0.3% | −472−1.5% | 減碼 | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 28,613 | $280.1 萬 | 0.3% | +566+2.0% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 115,391 | $277.2 萬 | 0.3% | +2,516+2.2% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 40,810 | $274.4 萬 | 0.3% | −2,397−5.5% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（8 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KKellanova | Stock | 27,723 | $227.4 萬 | 0.2% | 歷史 |
| INFAInformatica Inc. | COM CL A | 50,710 | $126.0 萬 | 0.1% | 歷史 |
| ODPODP Corp | COM | 27,852 | $77.6 萬 | 0.1% | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 9,736 | $27.2 萬 | <0.1% | 歷史 |
| USNAUsana Health Sciences Inc | COM | 7,981 | $22.0 萬 | <0.1% | 歷史 |
| RSGRepublic Services, Inc. | COM | 934 | $21.4 萬 | <0.1% | 歷史 |
| EFOREverforth Inc | COM | 4,425 | $21.0 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 1,425 | $20.9 萬 | <0.1% | 歷史 |