Linden Thomas Advisory Services, LLC
- SEC CIK
- 0001965702
- 最新申報
- 2026/7/16
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/16 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 542
- 較 2026 年第 1 季 +12
- 總值
- $12.4 億
- 較 2026 年第 1 季 +$2.02 億 (+19.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 175,404 | $3,510 萬 | 2.8% | −340.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 59,728 | $2,134 萬 | 1.7% | +365+0.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 50,684 | $1,915 萬 | 1.5% | +873+1.8% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 108,394 | $1,841 萬 | 1.5% | +2,619+2.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 63,449 | $1,836 萬 | 1.5% | +289+0.5% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 26,147 | $1,519 萬 | 1.2% | +310+1.2% | 加碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 27,476 | $1,327 萬 | 1.1% | −10,455−27.6% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 38,340 | $1,307 萬 | 1.1% | +719+1.9% | 加碼 | 歷史 |
| ICHRIchor Holdings, Ltd. | SHS | 115,336 | $1,295 萬 | 1.0% | +12,604+12.3% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 49,467 | $1,264 萬 | 1.0% | +1,693+3.5% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 40,772 | $1,230 萬 | 1.0% | +342+0.8% | 加碼依 10 比 1 拆股換算 | 歷史 |
| MSFTMicrosoft Corp | Stock | 27,747 | $1,035 萬 | 0.8% | +60.0% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 22,359 | $968.9 萬 | 0.8% | +418+1.9% | 加碼 | 歷史 |
| FFIVF5, Inc. | Stock | 23,286 | $968.6 萬 | 0.8% | +141+0.6% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 26,170 | $932.1 萬 | 0.8% | −645−2.4% | 減碼 | 歷史 |
| AGXArgan Inc | Stock | 11,464 | $915.5 萬 | 0.7% | +1,242+12.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 12,371 | $894.4 萬 | 0.7% | +216+1.8% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 4,497 | $891.3 萬 | 0.7% | +474+11.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 75,135 | $882.5 萬 | 0.7% | +1,258+1.7% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 53,077 | $815.4 萬 | 0.7% | −5,501−9.4% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 112,317 | $808.1 萬 | 0.7% | +1,933+1.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 14,013 | $789.3 萬 | 0.6% | +83+0.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 6,333 | $759.6 萬 | 0.6% | +206+3.4% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 19,898 | $746.8 萬 | 0.6% | +160+0.8% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 5,896 | $692.7 萬 | 0.6% | +124+2.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 13,803 | $692.0 萬 | 0.6% | +128+0.9% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 8,876 | $677.4 萬 | 0.5% | +161+1.8% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 33,667 | $656.1 萬 | 0.5% | −630−1.8% | 減碼 | 歷史 |
| MATXMatson, Inc. | COM | 32,805 | $630.6 萬 | 0.5% | −5,648−14.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 18,352 | $629.6 萬 | 0.5% | +215+1.2% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 79,347 | $625.2 萬 | 0.5% | +26,069+48.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 14,647 | $616.1 萬 | 0.5% | −60.0% | 減碼 | 歷史 |
| ARCBArcbest Corp | COM | 42,877 | $615.5 萬 | 0.5% | +1,351+3.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 43,742 | $598.0 萬 | 0.5% | +1,520+3.6% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 22,590 | $588.2 萬 | 0.5% | +686+3.1% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 14,370 | $585.2 萬 | 0.5% | +201+1.4% | 加碼 | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 15,380 | $585.0 萬 | 0.5% | −7,315−32.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 51,038 | $578.1 萬 | 0.5% | +2,071+4.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 136,084 | $576.2 萬 | 0.5% | +2,479+1.9% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 76,267 | $567.0 萬 | 0.5% | +980+1.3% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 31,930 | $563.0 萬 | 0.5% | −9,484−22.9% | 減碼 | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 176,004 | $553.2 萬 | 0.4% | +12,413+7.6% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 121,692 | $549.0 萬 | 0.4% | +3,048+2.6% | 加碼 | 歷史 |
| NVTnVent Electric plc | SHS | 31,955 | $542.0 萬 | 0.4% | −5,452−14.6% | 減碼 | 歷史 |
| LIILennox International Inc | COM | 9,403 | $538.7 萬 | 0.4% | +677+7.8% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 36,710 | $536.2 萬 | 0.4% | +782+2.2% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 198,978 | $528.3 萬 | 0.4% | +4,340+2.2% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 46,507 | $527.2 萬 | 0.4% | +627+1.4% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 51,009 | $506.4 萬 | 0.4% | +722+1.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,331 | $498.7 萬 | 0.4% | +21+0.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 9,628 | $494.5 萬 | 0.4% | +17+0.2% | 加碼 | 歷史 |
| ROGRogers Corp | COM | 29,743 | $487.0 萬 | 0.4% | +3,283+12.4% | 加碼 | 歷史 |
| AAMIAcadian Asset Management Inc. | COM | 66,756 | $477.4 萬 | 0.4% | +7,308+12.3% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 1,488 | $475.6 萬 | 0.4% | +12+0.8% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 11,971 | $475.5 萬 | 0.4% | +654+5.8% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 48,981 | $470.8 萬 | 0.4% | −9,890−16.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 65,506 | $467.7 萬 | 0.4% | −6,552−9.1% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 3,437 | $467.6 萬 | 0.4% | +1,410+69.6% | 加碼 | 歷史 |
| PLXSPlexus Corp | COM | 15,496 | $465.9 萬 | 0.4% | +1,687+12.2% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 69,082 | $465.3 萬 | 0.4% | +23,616+51.9% | 加碼 | 歷史 |
| TKRTimken Co | COM | 31,472 | $457.4 萬 | 0.4% | +596+1.9% | 加碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 47,314 | $454.0 萬 | 0.4% | +1,368+3.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,062 | $453.5 萬 | 0.4% | +150+1.7% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 11,365 | $452.0 萬 | 0.4% | +163+1.5% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 15,773 | $446.3 萬 | 0.4% | +179+1.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 48,804 | $442.8 萬 | 0.4% | +1,210+2.5% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 32,429 | $442.5 萬 | 0.4% | +911+2.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,642 | $440.3 萬 | 0.4% | +219+2.6% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 18,489 | $436.3 萬 | 0.4% | +257+1.4% | 加碼 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 3,801 | $433.9 萬 | 0.4% | +259+7.3% | 加碼 | 歷史 |
| FOXAFox Corp | CL A COM | 82,417 | $429.9 萬 | 0.3% | +2,092+2.6% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 7,872 | $414.4 萬 | 0.3% | −128−1.6% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 8,103 | $402.5 萬 | 0.3% | −20−0.2% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 23,951 | $401.7 萬 | 0.3% | +670+2.9% | 加碼 | 歷史 |
| OTTROtter Tail Corp | COM | 44,579 | $401.1 萬 | 0.3% | +21,916+96.7% | 加碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 47,819 | $390.0 萬 | 0.3% | +1,343+2.9% | 加碼 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 14,282 | $388.4 萬 | 0.3% | −116−0.8% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 12,936 | $385.6 萬 | 0.3% | +433+3.5% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 7,412 | $381.9 萬 | 0.3% | −44−0.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,041 | $378.5 萬 | 0.3% | +710+5.0% | 加碼 | 歷史 |
| DORMDorman Products, Inc. | COM | 27,711 | $378.1 萬 | 0.3% | +2,307+9.1% | 加碼 | 歷史 |
| HRLHormel Foods Corp | COM | 150,050 | $372.4 萬 | 0.3% | +3,172+2.2% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 65,744 | $370.6 萬 | 0.3% | +599+0.9% | 加碼 | 歷史 |
| MKSIMKS Inc | COM | 8,267 | $367.7 萬 | 0.3% | −9−0.1% | 減碼 | 歷史 |
| PSMTPricesmart Inc | COM | 18,718 | $365.6 萬 | 0.3% | +2,046+12.3% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 11,498 | $362.0 萬 | 0.3% | +236+2.1% | 加碼 | 歷史 |
| GNKGenco Shipping & Trading Ltd | SHS | 144,456 | $358.0 萬 | 0.3% | +15,812+12.3% | 加碼 | 歷史 |
| RRyder System Inc | COM | 13,482 | $355.6 萬 | 0.3% | +1,477+12.3% | 加碼 | 歷史 |
| WMKWeis Markets Inc | COM | 45,059 | $352.9 萬 | 0.3% | +9,090+25.3% | 加碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 54,803 | $350.5 萬 | 0.3% | −66,974−55.0% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 9,482 | $349.3 萬 | 0.3% | +846+9.8% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 108,929 | $348.2 萬 | 0.3% | +2,812+2.6% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 27,150 | $343.0 萬 | 0.3% | +607+2.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 21,703 | $340.0 萬 | 0.3% | +1,462+7.2% | 加碼 | 歷史 |
| KRKroger Co | Stock | 60,952 | $338.5 萬 | 0.3% | +779+1.3% | 加碼 | 歷史 |
| MYRGMyr Group Inc. | COM | 6,749 | $337.7 萬 | 0.3% | −4,371−39.3% | 減碼 | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 29,740 | $335.3 萬 | 0.3% | +430+1.5% | 加碼 | 歷史 |
| AITApplied Industrial Technologies Inc | COM | 9,893 | $334.5 萬 | 0.3% | +965+10.8% | 加碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 12,700 | $334.3 萬 | 0.3% | +2,519+24.7% | 加碼 | 歷史 |
| AZZAzz Inc | COM | 21,355 | $331.1 萬 | 0.3% | +2,345+12.3% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（10 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SOLVSolventum Corp | Stock | 27,243 | $177.9 萬 | 0.2% | 歷史 |
| NXQuanex Building Products CORP | COM | 61,074 | $109.8 萬 | 0.1% | 歷史 |
| TECHBIO-TECHNE Corp | COM | 18,917 | $98.9 萬 | 0.1% | 歷史 |
| XNCRXencor Inc | COM | 42,084 | $50.8 萬 | <0.1% | 歷史 |
| iShares Tr464289420 | RUS TP200 VL ETF | 4,748 | $44.0 萬 | <0.1% | – |
| TICTIC Solutions, Inc. | COM | 55,228 | $36.3 萬 | <0.1% | 歷史 |
| CSGSCSG Systems International Inc | COM | 3,458 | $27.6 萬 | <0.1% | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 11,609 | $25.3 萬 | <0.1% | 歷史 |
| WHRWhirlpool Corp | Stock | 4,328 | $23.3 萬 | <0.1% | 歷史 |
| ASIXAdvanSix Inc. | COM | 9,516 | $23.2 萬 | <0.1% | 歷史 |