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Scientech Research LLC

SEC CIK
0002011556
最新申報
2026/8/14

2025 年第 1 季持倉

持倉截至 2025/3/31,2025/5/15 申報。只含多頭部位,變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
541
較 2024 年第 4 季 −9
總值
$3.78 億
較 2024 年第 4 季 +$2,450 萬 (+6.9%)
申報日
2025/5/15
SEC
Scientech Research LLC 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
CRUSCirrus Logic, Inc.Stock7,320$72.9 萬0.2%+4,428+153.1%加碼歷史
NFENew Fortress Energy Inc.COM CL A87,857$73.0 萬0.2%+67,400+329.5%加碼歷史
RKTRocket Companies, Inc.Stock60,542$73.1 萬0.2%+60,542新進歷史
CBRLCracker Barrel Old Country Store, IncCOM18,892$73.3 萬0.2%+13,870+276.2%加碼歷史
TTCToro CoCOM10,084$73.4 萬0.2%+3,714+58.3%加碼歷史
AMCRAmcor plcORD75,678$73.4 萬0.2%−6,878−8.3%減碼歷史
AEMAgnico Eagle Mines LtdStock6,801$73.7 萬0.2%+6,801新進歷史
MANManpowerGroup Inc.COM12,790$74.0 萬0.2%+12,790新進歷史
NINisource Inc.COM18,469$74.0 萬0.2%+18,469新進歷史
LRCXLam Research CorpStock10,312$75.0 萬0.2%+10,312新進歷史
PZZAPapa Johns International IncStock18,262$75.0 萬0.2%+4,900+36.7%加碼歷史
RJFRaymond James Financial IncCOM5,430$75.4 萬0.2%+5,430新進歷史
LIILennox International IncCOM1,356$76.0 萬0.2%+1,356新進歷史
BTDRBitdeer Technologies GroupCL A ORD SHS86,584$76.5 萬0.2%+41,078+90.3%加碼歷史
ALGTAllegiant Travel COCOM14,813$76.5 萬0.2%+14,813新進歷史
ICLRIcon PLCCOM4,403$77.0 萬0.2%+4,403新進歷史
ALGNAlign Technology IncCOM4,862$77.2 萬0.2%−2,506−34.0%減碼歷史
AMKRAmkor Technology, Inc.COM42,877$77.4 萬0.2%+42,877新進歷史
BEKEKE Holdings Inc.SPONSORED ADS38,688$77.7 萬0.2%+38,688新進歷史
BILIBilibili Inc.SPONS ADS REP Z40,721$77.8 萬0.2%+40,721新進歷史
AVAVAeroVironment IncCOM6,561$78.2 萬0.2%+4,044+160.7%加碼歷史
GFLGFL Environmental Inc.SUB VTG SHS16,189$78.2 萬0.2%+16,189新進歷史
FRPTFreshpet, Inc.Stock9,419$78.3 萬0.2%+9,419新進歷史
MLIMueller Industries IncCOM10,316$78.5 萬0.2%+7,663+288.8%加碼歷史
TWSTTwist Bioscience CorpCOM20,029$78.6 萬0.2%+20,029新進歷史
ONOn Semiconductor CorpStock19,395$78.9 萬0.2%+8,259+74.2%加碼歷史
TTWOTake Two Interactive Software IncCOM3,814$79.0 萬0.2%+3,814新進歷史
LNCLincoln National CorpCOM22,018$79.1 萬0.2%+22,018新進歷史
CNXCConcentrix CorpStock14,215$79.1 萬0.2%+7,797+121.5%加碼歷史
VRTXVertex Pharmaceuticals IncStock1,635$79.3 萬0.2%−355−17.8%減碼歷史
MRKMerck & Co., Inc.Stock8,844$79.4 萬0.2%+8,844新進歷史
VRSNVerisign IncCOM3,128$79.4 萬0.2%−2,836−47.6%減碼歷史
CLFCleveland-Cliffs Inc.COM96,636$79.4 萬0.2%+96,636新進歷史
WSTWest Pharmaceutical Services IncCOM3,552$79.5 萬0.2%+3,552新進歷史
VSATViasat IncCOM76,596$79.8 萬0.2%+76,596新進歷史
UNMUnum GroupStock9,801$79.8 萬0.2%+3,410+53.4%加碼歷史
ITGartner IncCOM1,906$80.0 萬0.2%+909+91.2%加碼歷史
FIXComfort Systems USA IncCOM2,484$80.1 萬0.2%+2,484新進歷史
EWBCEast West Bancorp IncCOM8,935$80.2 萬0.2%+8,935新進歷史
TPGTPG Inc.COM CL A16,945$80.4 萬0.2%−3,064−15.3%減碼歷史
APLDApplied Digital Corp.COM NEW143,453$80.6 萬0.2%+143,453新進歷史
CSXCSX CorpStock27,454$80.8 萬0.2%+27,454新進歷史
TLNTalen Energy CorpCOM4,050$80.9 萬0.2%−2,967−42.3%減碼歷史
VRNAVerona Pharma plcSPONSORED ADS12,741$80.9 萬0.2%+12,741新進歷史
MCMoelis & CoCL A13,875$81.0 萬0.2%+13,875新進歷史
DSGXDescartes Systems Group IncCOM8,129$82.0 萬0.2%+2,280+39.0%加碼歷史
LITELumentum Holdings Inc.COM13,266$82.7 萬0.2%+3,613+37.4%加碼歷史
SLNOSoleno Therapeutics IncCOM11,620$83.0 萬0.2%+6,351+120.5%加碼歷史
VODVodafone Group Public Ltd CoADR88,794$83.2 萬0.2%+88,794新進歷史
TSNTyson Foods, Inc.Stock13,061$83.3 萬0.2%+13,061新進歷史
CEGConstellation Energy CorpStock4,149$83.7 萬0.2%−418−9.2%減碼歷史
PSNParsons CorpCOM14,201$84.1 萬0.2%+14,201新進歷史
CZRCaesars Entertainment, Inc.COM33,696$84.2 萬0.2%+2,563+8.2%加碼歷史
SEDGSolaredge Technologies, Inc.COM52,097$84.3 萬0.2%−14,192−21.4%減碼歷史
KDPKeurig Dr Pepper Inc.COM24,676$84.4 萬0.2%+3,952+19.1%加碼歷史
CHWYChewy, Inc.CL A26,043$84.7 萬0.2%+26,043新進歷史
TRVTravelers Companies, Inc.Stock3,214$85.0 萬0.2%−117−3.5%減碼歷史
GDSGDS Holdings LtdSPONSORED ADS33,636$85.2 萬0.2%+33,636新進歷史
WDAYWorkday, Inc.CL A3,650$85.2 萬0.2%+1,589+77.1%加碼歷史
NDAQNasdaq, Inc.COM11,244$85.3 萬0.2%+11,244新進歷史
LYBLyondellBasell Industries N.V.SHS - A -12,125$85.4 萬0.2%−8,081−40.0%減碼歷史
AMBAAmbarella IncSHS16,997$85.5 萬0.2%+16,997新進歷史
CIVICivitas Resources, Inc.EQUITY US CM24,536$85.6 萬0.2%+11,117+82.8%加碼歷史
KHCKraft Heinz CoStock28,204$85.8 萬0.2%+28,204新進歷史
FTDRFrontdoor, Inc.COM22,380$86.0 萬0.2%+11,536+106.4%加碼歷史
ARQTArcutis Biotherapeutics, Inc.COM55,205$86.3 萬0.2%+55,205新進歷史
AONAon plcCL A2,176$86.8 萬0.2%+2,176新進歷史
VFCV F CorpStock55,985$86.9 萬0.2%+55,985新進歷史
NBISNebius Group N.V.Stock41,172$86.9 萬0.2%+41,172新進歷史
Invesco Nasdaq 100 ETF46138G649ETF4,523$87.3 萬0.2%+3,272+261.6%加碼–
LNGCheniere Energy, Inc.COM NEW3,780$87.5 萬0.2%+3,780新進歷史
TTDTrade Desk, Inc.Stock15,986$87.5 萬0.2%−391−2.4%減碼歷史
LOGILogitech International S.A.SHS10,370$87.5 萬0.2%+10,370新進歷史
WSMWilliams Sonoma IncCOM5,552$87.8 萬0.2%+5,552新進歷史
DTEDte Energy CoCOM6,352$87.8 萬0.2%+6,352新進歷史
FBINFortune Brands Innovations, Inc.COM14,431$87.9 萬0.2%+14,431新進歷史
ESTCElastic N.V.ORD SHS9,866$87.9 萬0.2%+9,866新進歷史
PTGXProtagonist Therapeutics, IncCOM18,271$88.4 萬0.2%+6,217+51.6%加碼歷史
ITWIllinois Tool Works IncStock3,564$88.4 萬0.2%+1,691+90.3%加碼歷史
TTEKTetra Tech IncCOM30,282$88.6 萬0.2%+30,282新進歷史
DOVDOVER CorpCOM5,045$88.6 萬0.2%+5,045新進歷史
GLOBGlobant S.A.COM7,551$88.9 萬0.2%+7,551新進歷史
PFGPrincipal Financial Group IncCOM10,544$89.0 萬0.2%+3,904+58.8%加碼歷史
CGNXCognex CorpCOM29,828$89.0 萬0.2%+14,434+93.8%加碼歷史
ALCAlcon IncStock9,390$89.1 萬0.2%+717+8.3%加碼歷史
VRSKVerisk Analytics, Inc.COM3,008$89.5 萬0.2%+3,008新進歷史
STLDSteel Dynamics IncCOM7,159$89.5 萬0.2%+2,345+48.7%加碼歷史
NTRANatera, Inc.COM6,338$89.6 萬0.2%+6,338新進歷史
RHRHCOM3,832$89.8 萬0.2%+2,706+240.3%加碼歷史
SCCOSouthern Copper CorpStock9,613$89.8 萬0.2%+6,833+245.8%加碼歷史
BPOPPopular, Inc.COM NEW9,773$90.3 萬0.2%+9,773新進歷史
BNBROOKFIELD CorpCL A LTD VT SH17,295$90.6 萬0.2%+5,881+51.5%加碼歷史
ACGLArch Capital Group Ltd.Stock9,452$90.9 萬0.2%+9,452新進歷史
ODFLOld Dominion Freight Line, Inc.COM5,496$90.9 萬0.2%−12,532−69.5%減碼歷史
EXELExelixis, Inc.COM24,651$91.0 萬0.2%+629+2.6%加碼歷史
METAMeta Platforms, Inc.Stock1,581$91.1 萬0.2%−1,354−46.1%減碼歷史
NRGNRG Energy, Inc.Stock9,566$91.3 萬0.2%+9,566新進歷史
UALUnited Airlines Holdings, Inc.COM13,254$91.5 萬0.2%+13,254新進歷史
EXASExact Sciences CorpCOM21,144$91.5 萬0.2%+21,144新進歷史
COLMColumbia Sportswear CoCOM12,120$91.7 萬0.2%+12,120新進歷史

2024 年第 4 季之後清倉(343 檔)

2024 年第 4 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 343 檔。

Scientech Research LLC 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
ZTSZoetis Inc.Stock12,773$208.1 萬0.6%歷史
TSCOTractor Supply CoCOM33,398$177.2 萬0.5%歷史
NTRSNorthern Trust CorpCOM17,080$175.1 萬0.5%歷史
AAPLApple Inc.Stock6,913$173.1 萬0.5%歷史
DUOLDuolingo, Inc.CL A COM5,233$169.7 萬0.5%歷史
CVNACarvana Co.CL A8,212$167.0 萬0.5%歷史
ROPRoper Technologies IncStock3,041$158.1 萬0.4%歷史
LHXL3HARRIS Technologies, Inc.Stock7,421$156.0 萬0.4%歷史
INTUIntuit Inc.Stock2,461$154.7 萬0.4%歷史
ENTGEntegris IncCOM15,305$151.6 萬0.4%歷史
AMZNAmazon Com IncStock6,873$150.8 萬0.4%歷史
FCXFreeport-McMoran IncStock38,479$146.5 萬0.4%歷史
TEAMAtlassian CorpCL A5,865$142.7 萬0.4%歷史
iShares Core S&P 500 ETF464287200ETF2,349$138.3 萬0.4%–
MSFTMicrosoft CorpStock3,231$136.2 萬0.4%歷史
FICOFair Isaac CorpCOM675$134.4 萬0.4%歷史
EDConsolidated Edison IncStock14,596$130.2 萬0.4%歷史
WECWec Energy Group, Inc.Stock13,825$130.0 萬0.4%歷史
LENLennar CorpCL A9,519$129.8 萬0.4%歷史
XPOXPO, Inc.COM9,843$129.1 萬0.4%歷史
DECKDeckers Outdoor CorpCOM6,342$128.8 萬0.4%歷史
EOGEOG Resources IncStock10,487$128.5 萬0.4%歷史
LINLinde PLCStock3,066$128.4 萬0.4%歷史
CROXCrocs, Inc.COM11,675$127.9 萬0.4%歷史
PCVXVaxcyte, Inc.COM15,273$125.0 萬0.4%歷史
TROWPrice T Rowe Group IncStock11,040$124.9 萬0.4%歷史
RBRKRubrik, Inc.Stock18,905$123.6 萬0.3%歷史
BGBunge Global SACOM SHS15,721$122.2 萬0.3%歷史
CMGChipotle Mexican Grill IncCOM20,186$121.7 萬0.3%歷史
LPLALPL Financial Holdings Inc.COM3,698$120.7 萬0.3%歷史
AXONAxon Enterprise, Inc.COM2,006$119.2 萬0.3%歷史
URIUnited Rentals, Inc.COM1,666$117.4 萬0.3%歷史
OCOwens CorningStock6,888$117.3 萬0.3%歷史
OLEDUniversal Display CorpCOM7,937$116.0 萬0.3%歷史
ETF Opportunities Trust26923N827T-REX 2X INVERSE464,920$115.8 萬0.3%–
LYVLive Nation Entertainment, Inc.COM8,720$112.9 萬0.3%歷史
TTANServiceTitan, Inc.SHS CL A10,856$111.7 萬0.3%歷史
AMGNAmgen IncStock4,279$111.5 萬0.3%歷史
PNCPNC Financial Services Group, Inc.Stock5,687$109.7 萬0.3%歷史
QRVOQorvo, Inc.Stock15,548$108.7 萬0.3%歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR5,486$108.3 萬0.3%歷史
TXNTexas Instruments IncStock5,743$107.7 萬0.3%歷史
BDXBecton Dickinson & CoStock4,739$107.5 萬0.3%歷史
IRIngersoll Rand Inc.COM11,329$102.5 萬0.3%歷史
GGALGrupo Financiero Galicia SASPONSORED ADR16,111$100.4 萬0.3%歷史
SMLRSemler Scientific, Inc.COM18,369$99.2 萬0.3%歷史
PLUGPlug Power IncStock458,428$97.6 萬0.3%歷史
PEverpure, Inc.CL A15,888$97.6 萬0.3%歷史
IRENIREN LtdORDINARY SHARES99,172$97.4 萬0.3%歷史
ORLYO Reilly Automotive IncStock815$96.6 萬0.3%歷史
HLNEHamilton Lane INCCL A6,514$96.4 萬0.3%歷史
REGRegency Centers CorpCOM12,981$96.0 萬0.3%歷史
JEFJefferies Financial Group Inc.COM12,194$95.6 萬0.3%歷史
FOXAFox CorpCL A COM19,611$95.3 萬0.3%歷史
AREAlexandria Real Estate Equities, Inc.COM9,652$94.2 萬0.3%歷史
HSICHenry Schein IncCOM13,415$92.8 萬0.3%歷史
ESEversource EnergyStock15,998$91.9 萬0.3%歷史
CRMSalesforce, Inc.Stock2,748$91.9 萬0.3%歷史
MRVLMarvell Technology, Inc.COM8,290$91.6 萬0.3%歷史
GHGuardant Health, Inc.COM29,733$90.8 萬0.3%歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock8,230$90.3 萬0.3%歷史
JOBYJoby Aviation, Inc.COMMON STOCK110,876$90.1 萬0.3%歷史
DGDollar General CorpCOM11,834$89.7 萬0.3%歷史
KMXCarMax IncCOM10,974$89.7 萬0.3%歷史
Tidal Tr II88636R115DEFIANCE DT 2X S106,963$89.2 萬0.3%–
ALBAlbemarle CorpStock10,343$89.0 萬0.3%歷史
GRABGrab Holdings LtdCLASS A ORD187,791$88.6 萬0.3%歷史
MUMicron Technology IncStock10,436$87.8 萬0.2%歷史
FASTFastenal CoStock12,055$86.7 萬0.2%歷史
TCOMTrip.com Group LtdADS12,567$86.3 萬0.2%歷史
TRNOTerreno Realty CorpCOM14,488$85.7 萬0.2%歷史
COHRCoherent Corp.COM8,979$85.1 萬0.2%歷史
BF.BBrown Forman CorpStock22,395$85.1 萬0.2%歷史
NTRNutrien Ltd.COM18,932$84.7 萬0.2%歷史
GOOGLAlphabet Inc.Stock4,462$84.5 萬0.2%歷史
CBChubb LtdStock3,031$83.7 萬0.2%歷史
BCEBce IncCOM NEW36,058$83.6 萬0.2%歷史
QLYSQualys, Inc.COM5,929$83.1 萬0.2%歷史
SLBSLB LimitedStock21,103$80.9 萬0.2%歷史
CNHCNH Industrial N.V.SHS70,884$80.3 萬0.2%歷史
JCIJohnson Controls International plcStock10,172$80.3 萬0.2%歷史
FLNCFluence Energy, Inc.COM CL A50,457$80.1 萬0.2%歷史
STLAStellantis N.V.SHS61,131$79.8 萬0.2%歷史
VIKViking Holdings LtdORD SHS18,089$79.7 萬0.2%歷史
ACLXArcellx, Inc.COMMON STOCK10,281$78.8 萬0.2%歷史
SBACSba Communications CorpCL A3,859$78.6 萬0.2%歷史
CAKECheesecake Factory IncCOM16,558$78.6 萬0.2%歷史
WisdomTree Tr97717W851JAPN HEDGE EQT7,011$77.3 萬0.2%–
AEEAmeren CorpCOM8,636$77.0 萬0.2%歷史
AGIOAgios Pharmaceuticals, Inc.COM23,274$76.5 萬0.2%歷史
SOFISoFi Technologies, Inc.Stock49,521$76.3 萬0.2%歷史
PPLIPeople IncCOM NEW17,379$75.0 萬0.2%歷史
XYLXylem Inc.COM6,452$74.9 萬0.2%歷史
AOSLAlpha & Omega Semiconductor LtdSHS20,189$74.8 萬0.2%歷史
TRMDTORM plcSHS CL A37,849$73.6 萬0.2%歷史
RKLBRocket Lab CorpCOM28,846$73.5 萬0.2%歷史
MTBM&T Bank CorpCOM3,907$73.5 萬0.2%歷史
MPCMarathon Petroleum CorpStock5,238$73.1 萬0.2%歷史
ENPHEnphase Energy, Inc.Stock10,621$72.9 萬0.2%歷史
MCDMcDonalds CorpStock2,510$72.8 萬0.2%歷史