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Scientech Research LLC

SEC CIK
0002011556
最新申報
2026/8/14

2024 年第 3 季持倉

持倉截至 2024/9/30,2024/11/14 申報。只含多頭部位,變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
590
較 2024 年第 2 季 +27
總值
$5.02 億
較 2024 年第 2 季 +$1,671 萬 (+3.4%)
申報日
2024/11/14
SEC
Scientech Research LLC 在 2024 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
METAMeta Platforms, Inc.Stock7,266$415.9 萬0.8%+1,489+25.8%加碼歷史
MSTRStrategy IncStock23,099$389.4 萬0.8%+12,069+109.4%加碼依 10 比 1 拆股換算歷史
DUOLDuolingo, Inc.CL A COM12,649$356.7 萬0.7%+3,317+35.5%加碼歷史
ENSGEnsign Group, IncCOM24,750$356.0 萬0.7%+24,750新進歷史
CEGConstellation Energy CorpStock13,568$352.8 萬0.7%−6,208−31.4%減碼歷史
VVisa Inc.Stock11,577$318.3 萬0.6%+6,670+135.9%加碼歷史
APPAppLovin CorpCOM CL A21,805$284.7 萬0.6%+21,805新進歷史
SHWSherwin Williams CoCOM7,438$283.9 萬0.6%+7,438新進歷史
RKLBRocket Lab CorpCOM291,026$283.2 萬0.6%+108,506+59.4%加碼歷史
ULTAUlta Beauty, Inc.Stock7,237$281.6 萬0.6%+6,347+713.1%加碼歷史
INTUIntuit Inc.Stock3,992$247.9 萬0.5%+3,992新進歷史
NFLXNetflix IncStock3,463$245.6 萬0.5%+2,905+520.6%加碼歷史
SUISun Communities IncCOM18,152$245.3 萬0.5%+18,152新進歷史
TLNTalen Energy CorpCOM13,741$244.9 萬0.5%+13,741新進歷史
ANETArista Networks, Inc.COM6,214$238.5 萬0.5%+78+1.3%加碼歷史
PLTRPalantir Technologies Inc.Stock63,495$236.2 萬0.5%+14,412+29.4%加碼歷史
CHTRCharter Communications, Inc.CL A7,114$230.6 萬0.5%+7,114新進歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR13,055$226.7 萬0.5%+5,456+71.8%加碼歷史
ISRGIntuitive Surgical IncCOM NEW4,607$226.3 萬0.5%+65+1.4%加碼歷史
LINLinde PLCStock4,734$225.7 萬0.4%+4,734新進歷史
BXBlackstone Inc.COM14,424$220.9 萬0.4%+3,405+30.9%加碼歷史
VEEVVeeva Systems IncStock9,913$208.0 萬0.4%−1,993−16.7%減碼歷史
MSFTMicrosoft CorpStock4,767$205.1 萬0.4%−2,823−37.2%減碼歷史
LLYEli Lilly & CoStock2,238$198.3 萬0.4%+1,056+89.3%加碼歷史
ICLRIcon PLCCOM6,851$196.8 萬0.4%−2,973−30.3%減碼歷史
CTASCintas CorpStock9,536$196.3 萬0.4%−5,932−38.4%減碼依 4 比 1 拆股換算歷史
EWEdwards Lifesciences CorpStock29,375$193.8 萬0.4%+29,375新進歷史
APLDApplied Digital Corp.COM NEW234,605$193.5 萬0.4%+234,605新進歷史
AMZNAmazon Com IncStock10,384$193.5 萬0.4%−2,070−16.6%減碼歷史
WSTWest Pharmaceutical Services IncCOM6,434$193.1 萬0.4%+6,434新進歷史
SPOTSpotify Technology S.A.Stock5,174$190.7 萬0.4%+1,213+30.6%加碼歷史
DLTRDollar Tree, Inc.COM27,057$190.3 萬0.4%+27,057新進歷史
EFXEquifax IncCOM6,355$186.7 萬0.4%+5,524+664.7%加碼歷史
DRIDarden Restaurants IncCOM11,363$186.5 萬0.4%+2,414+27.0%加碼歷史
LKQLKQ CorpCOM46,619$186.1 萬0.4%+40,718+690.0%加碼歷史
DUKDuke Energy CORPStock16,097$185.6 萬0.4%+16,097新進歷史
MRSHMarsh & McLennan Companies, Inc.Stock8,310$185.4 萬0.4%+8,310新進歷史
CAVACava Group, Inc.COM14,938$185.0 萬0.4%+10,204+215.5%加碼歷史
PCGPG&E CorpStock93,253$184.4 萬0.4%+29,001+45.1%加碼歷史
ONONOn Holding AGStock36,621$183.7 萬0.4%+36,621新進歷史
PANWPalo Alto Networks IncStock5,349$182.8 萬0.4%−1,641−23.5%減碼歷史
TXRHTexas Roadhouse, Inc.COM10,334$182.5 萬0.4%+10,334新進歷史
AVGOBroadcom Inc.Stock10,570$182.3 萬0.4%+10,570新進歷史
COSTCostco Wholesale CorpStock2,048$181.6 萬0.4%+1,083+112.2%加碼歷史
CPBCAMPBELL'S CoCOM37,089$181.4 萬0.4%+37,089新進歷史
AGNCAGNC Investment Corp.REIT172,860$180.8 萬0.4%+103,929+150.8%加碼歷史
HSTHost Hotels & Resorts, Inc.COM102,501$180.4 萬0.4%+82,870+422.1%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock6,423$180.1 萬0.4%−5,586−46.5%減碼歷史
DINOHF Sinclair CorpCOM40,350$179.8 萬0.4%+20,055+98.8%加碼歷史
TMDXTransMedics Group, Inc.COM11,371$178.5 萬0.4%−1,396−10.9%減碼歷史
CMGChipotle Mexican Grill IncCOM30,905$178.1 萬0.4%+30,905新進歷史
DGDollar General CorpCOM20,994$177.5 萬0.4%+20,994新進歷史
MOSMosaic CoCOM66,220$177.3 萬0.4%+66,220新進歷史
STMSTMicroelectronics N.V.NY REGISTRY59,177$175.9 萬0.4%+49,490+510.9%加碼歷史
DKSDick's Sporting Goods, Inc.Stock8,412$175.6 萬0.3%−6,167−42.3%減碼歷史
LYBLyondellBasell Industries N.V.SHS - A -18,258$175.1 萬0.3%+18,258新進歷史
AERAerCap Holdings N.V.SHS18,472$175.0 萬0.3%+18,472新進歷史
KEYKeycorpCOM104,101$174.4 萬0.3%+104,101新進歷史
LOWLowes Companies IncStock6,429$174.1 萬0.3%+6,429新進歷史
SKXSkechers USA IncCL A25,985$173.9 萬0.3%+481+1.9%加碼歷史
MPWRMonolithic Power Systems, Inc.COM1,855$171.5 萬0.3%−468−20.1%減碼歷史
HSYHershey CoCOM8,700$166.8 萬0.3%+1,623+22.9%加碼歷史
FICOFair Isaac CorpCOM858$166.8 萬0.3%+858新進歷史
CHDChurch & Dwight Co IncCOM15,904$166.5 萬0.3%+5,306+50.1%加碼歷史
JNJJohnson & JohnsonStock10,147$164.4 萬0.3%+10,147新進歷史
REGRegency Centers CorpCOM22,719$164.1 萬0.3%+22,719新進歷史
CDWCDW CorpCOM7,250$164.1 萬0.3%+621+9.4%加碼歷史
RMDResmed IncCOM6,718$164.0 萬0.3%+6,718新進歷史
CMAComerica IncCOM27,293$163.5 萬0.3%+27,293新進歷史
UNPUnion Pacific CorpStock6,625$163.3 萬0.3%+6,625新進歷史
VRTXVertex Pharmaceuticals IncStock3,497$162.6 萬0.3%−5,436−60.9%減碼歷史
CFGCitizens Financial Group IncCOM39,584$162.6 萬0.3%+39,584新進歷史
LNGCheniere Energy, Inc.COM NEW9,024$162.3 萬0.3%+9,024新進歷史
VMCVulcan Materials COCOM6,477$162.2 萬0.3%+6,477新進歷史
ADMArcher-Daniels-Midland CoStock27,142$162.1 萬0.3%+27,142新進歷史
KLACKLA CorpCOM NEW2,092$162.0 萬0.3%−459−18.0%減碼歷史
GSGoldman Sachs Group IncStock3,264$161.6 萬0.3%−2,120−39.4%減碼歷史
JBLJabil IncStock13,422$160.8 萬0.3%+2,078+18.3%加碼歷史
LWLamb Weston Holdings, Inc.Stock24,775$160.4 萬0.3%+7,943+47.2%加碼歷史
NWSANews CorpCL A60,046$159.9 萬0.3%+60,046新進歷史
LULUlululemon athletica inc.Stock5,868$159.2 萬0.3%+3,165+117.1%加碼歷史
FIVEFive Below, IncCOM17,857$157.8 萬0.3%+5,642+46.2%加碼歷史
VRSNVerisign IncCOM8,302$157.7 萬0.3%−5,846−41.3%減碼歷史
ARMArm Holdings PLCADR11,027$157.7 萬0.3%−1,832−14.2%減碼歷史
FLFoot Locker, Inc.COM61,015$157.7 萬0.3%+61,015新進歷史
JBHTHunt J B Transport Services IncCOM9,039$155.8 萬0.3%−39−0.4%減碼歷史
CVNACarvana Co.CL A8,918$155.3 萬0.3%−14,803−62.4%減碼歷史
ACNAccenture plcStock4,363$154.2 萬0.3%−1,276−22.6%減碼歷史
ASMLASML Holding NVADR1,847$153.9 萬0.3%−1,929−51.1%減碼歷史
DXCMDexcom IncCOM22,953$153.9 萬0.3%+22,953新進歷史
TTDTrade Desk, Inc.Stock14,007$153.6 萬0.3%+14,007新進歷史
MTZMastec IncCOM12,450$153.3 萬0.3%+12,450新進歷史
FSLRFirst Solar, Inc.Stock6,143$153.2 萬0.3%+1,831+42.5%加碼歷史
ESEversource EnergyStock22,341$152.0 萬0.3%−11,276−33.5%減碼歷史
SOFISoFi Technologies, Inc.Stock192,921$151.6 萬0.3%+192,921新進歷史
GILDGilead Sciences, Inc.Stock17,942$150.4 萬0.3%+17,942新進歷史
TTCToro CoCOM17,162$148.8 萬0.3%−1,074−5.9%減碼歷史
STTState Street CorpCOM16,788$148.5 萬0.3%+16,788新進歷史
RBLXRoblox CorpStock33,521$148.4 萬0.3%+21,780+185.5%加碼歷史
MDBMongoDB, Inc.CL A5,464$147.7 萬0.3%−8,930−62.0%減碼歷史

2024 年第 2 季之後清倉(306 檔)

2024 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 306 檔。

Scientech Research LLC 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
AAgilent Technologies, Inc.COM31,572$409.3 萬0.8%歷史
CMICummins IncStock10,922$302.5 萬0.6%歷史
NXPINXP Semiconductors N.V.COM9,939$267.4 萬0.6%歷史
AMPAmeriprise Financial IncCOM6,038$257.9 萬0.5%歷史
ITCIIntra-Cellular Therapies, Inc.COM35,270$241.6 萬0.5%歷史
GOOGAlphabet Inc.Stock12,633$231.7 萬0.5%歷史
HUBBHubbell IncCOM6,337$231.6 萬0.5%歷史
NVDANVIDIA CorpStock18,539$229.0 萬0.5%歷史
TTWOTake Two Interactive Software IncCOM14,319$222.6 萬0.5%歷史
WSMWilliams Sonoma IncCOM7,600$214.6 萬0.4%歷史
SJMJ M SMUCKER CoStock19,623$214.0 萬0.4%歷史
KEYSKeysight Technologies, Inc.Stock15,403$210.6 萬0.4%歷史
GOOGLAlphabet Inc.Stock11,195$203.9 萬0.4%歷史
AMKRAmkor Technology, Inc.COM50,184$200.8 萬0.4%歷史
TROWPrice T Rowe Group IncStock16,930$195.2 萬0.4%歷史
HSICHenry Schein IncCOM30,307$194.3 萬0.4%歷史
FNDFloor & Decor Holdings, Inc.CL A17,773$176.7 萬0.4%歷史
LPXLouisiana-Pacific CorpCOM21,426$176.4 萬0.4%歷史
MPCMarathon Petroleum CorpStock10,165$176.3 萬0.4%歷史
BJBJ's Wholesale Club Holdings, Inc.COM19,709$173.1 萬0.4%歷史
VLTOVeralto CorpStock17,670$168.7 萬0.3%歷史
TPLTexas Pacific Land CorpStock2,232$163.9 萬0.3%歷史
CNXCConcentrix CorpStock25,324$160.3 萬0.3%歷史
TOLToll Brothers, Inc.COM13,555$156.1 萬0.3%歷史
EWBCEast West Bancorp IncCOM21,095$154.5 萬0.3%歷史
iShares Tr464287622RUS 1000 ETF5,127$152.5 萬0.3%–
SYYSysco CorpStock21,325$152.2 萬0.3%歷史
CRMSalesforce, Inc.Stock5,918$152.2 萬0.3%歷史
BBWIBath & Body Works, Inc.COM38,915$152.0 萬0.3%歷史
EXPDExpeditors International of Washington IncCOM12,072$150.6 萬0.3%歷史
STZConstellation Brands, Inc.Stock5,852$150.6 萬0.3%歷史
AVTRAvantor, Inc.COM70,839$150.2 萬0.3%歷史
BILIBilibili Inc.SPONS ADS REP Z95,803$147.9 萬0.3%歷史
DTDynatrace, Inc.Stock31,446$140.7 萬0.3%歷史
INSMINSMED IncCOM PAR $.0120,170$135.1 萬0.3%歷史
CSLCarlisle Companies IncCOM3,285$133.1 萬0.3%歷史
PCTYPaylocity Holding CorpCOM9,999$131.8 萬0.3%歷史
CRDOCredo Technology Group Holding LtdStock40,603$129.7 萬0.3%歷史
SCIService Corp InternationalCOM18,067$128.5 萬0.3%歷史
BDXBecton Dickinson & CoStock5,445$127.3 萬0.3%歷史
VFCV F CorpStock93,861$126.7 萬0.3%歷史
BMYBristol Myers Squibb CoStock30,081$124.9 萬0.3%歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM11,196$124.8 萬0.3%歷史
RDDTReddit, Inc.Stock19,432$124.2 萬0.3%歷史
CROXCrocs, Inc.COM8,473$123.7 萬0.3%歷史
WBAWalgreens Boots Alliance, Inc.COM100,433$121.5 萬0.3%歷史
PVHPVH Corp.COM11,344$120.1 萬0.2%歷史
MARMarriott International IncStock4,956$119.8 萬0.2%歷史
AMCAMC Entertainment Holdings, Inc.CL A NEW234,414$116.7 萬0.2%歷史
TDWTidewater IncCOM12,019$114.4 萬0.2%歷史
FRPTFreshpet, Inc.Stock8,742$113.1 萬0.2%歷史
BNTXBioNTech SESPONSORED ADS14,022$112.7 萬0.2%歷史
MRNAModerna, Inc.Stock9,335$110.9 萬0.2%歷史
ELEstee Lauder Companies IncCL A10,405$110.7 萬0.2%歷史
ODFLOld Dominion Freight Line, Inc.COM6,268$110.7 萬0.2%歷史
SPYSPDR S&P 500 ETF TrustETF2,033$110.6 萬0.2%歷史
BBYBest Buy Co IncStock12,905$108.8 萬0.2%歷史
Invesco QQQ Trust Series I46090E103ETF2,266$108.6 萬0.2%–
MSCIMSCI Inc.Stock2,249$108.3 萬0.2%歷史
FOXAFox CorpCL A COM31,090$106.9 萬0.2%歷史
DAYDayforce, Inc.COM21,052$104.4 萬0.2%歷史
BKNGBooking Holdings Inc.Stock262$103.8 萬0.2%歷史
DECKDeckers Outdoor CorpCOM1,072$103.8 萬0.2%歷史
URBNUrban Outfitters IncCOM25,116$103.1 萬0.2%歷史
BRBRBellring Brands, Inc.Stock17,967$102.7 萬0.2%歷史
PKGPackaging Corp of AmericaStock5,469$99.8 萬0.2%歷史
IPGInterpublic Group of Companies, Inc.COM34,174$99.4 萬0.2%歷史
FLUTFlutter Entertainment plcSHS5,447$99.3 萬0.2%歷史
BLDQXO Insulation, LLCStock2,562$98.7 萬0.2%歷史
IDYAIDEAYA Biosciences, Inc.COM27,708$97.3 萬0.2%歷史
ITWIllinois Tool Works IncStock4,093$97.0 萬0.2%歷史
PNCPNC Financial Services Group, Inc.Stock5,925$92.1 萬0.2%歷史
LEALear CorpCOM NEW7,922$90.5 萬0.2%歷史
ILMNIllumina, Inc.COM8,655$90.3 萬0.2%歷史
FITBFifth Third BancorpCOM24,436$89.2 萬0.2%歷史
DGXQuest Diagnostics IncCOM6,437$88.1 萬0.2%歷史
WWDWoodward, Inc.COM5,037$87.8 萬0.2%歷史
ROPRoper Technologies IncStock1,550$87.4 萬0.2%歷史
BEKEKE Holdings Inc.SPONSORED ADS61,611$87.2 萬0.2%歷史
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X94,407$86.9 萬0.2%–
SMGScotts Miracle-Gro CoStock13,312$86.6 萬0.2%歷史
WYWeyerhaeuser CoCOM NEW30,487$86.6 萬0.2%歷史
BAXBaxter International IncStock25,654$85.8 萬0.2%歷史
SNSharkNinja, Inc.COM SHS11,279$84.8 萬0.2%歷史
CIFRCipher Digital Inc.COM203,510$84.5 萬0.2%歷史
KDPKeurig Dr Pepper Inc.COM25,031$83.6 萬0.2%歷史
TALTAL Education GroupSPONSORED ADS78,126$83.4 萬0.2%歷史
BRKRBruker CorpCOM12,879$82.2 萬0.2%歷史
PATHUiPath, Inc.Stock64,273$81.5 萬0.2%歷史
SSDSimpson Manufacturing Co., Inc.COM4,780$80.6 萬0.2%歷史
WABWestinghouse Air Brake Technologies CorpStock5,084$80.4 萬0.2%歷史
DEDeere & CoStock2,138$79.9 萬0.2%歷史
LRCXLam Research CorpCOM746$79.4 萬0.2%歷史
CVXChevron CorpStock5,003$78.3 萬0.2%歷史
BIRKBirkenstock Holding plcCOM SHS14,233$77.4 萬0.2%歷史
ASTSAST SpaceMobile, Inc.COM CL A66,644$77.4 萬0.2%歷史
AGIOAgios Pharmaceuticals, Inc.COM17,592$75.9 萬0.2%歷史
GPCRStructure Therapeutics Inc.SPONSORED ADS18,803$73.8 萬0.2%歷史
IFFInternational Flavors & Fragrances IncCOM7,575$72.1 萬0.1%歷史
EMEEMCOR Group, Inc.Stock1,970$71.9 萬0.1%歷史