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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
STMSTMicroelectronics N.V.NY REGISTRY41,783$91.8 萬0.2%+41,783新進歷史
STZConstellation Brands, Inc.Stock5,051$92.7 萬0.2%+4,117+440.8%加碼歷史
MEDPMedpace Holdings, Inc.COM3,043$92.7 萬0.2%+1,630+115.4%加碼歷史
LCIDLucid Group, Inc.COM385,270$93.2 萬0.2%+72,243+23.1%加碼歷史
ADSKAutodesk, Inc.COM3,573$93.5 萬0.2%+2,745+331.5%加碼歷史
CARRCarrier Global CorpStock14,756$93.6 萬0.2%+14,756新進歷史
TRUTransUnionCOM11,308$93.8 萬0.2%+11,308新進歷史
RTXRTX CorpStock7,116$94.3 萬0.2%+7,116新進歷史
JJacobs Solutions Inc.COM7,805$94.4 萬0.2%+7,805新進歷史
BWXTBWX Technologies, Inc.COM9,583$94.5 萬0.3%+9,583新進歷史
FTNTFortinet, Inc.Stock9,845$94.8 萬0.3%+5,624+133.2%加碼歷史
AUAngloGold Ashanti PLCCOM SHS25,553$94.9 萬0.3%+25,553新進歷史
ETREntergy CorpCOM11,098$94.9 萬0.3%+637+6.1%加碼歷史
BHFBrighthouse Financial, Inc.COM16,366$94.9 萬0.3%+16,366新進歷史
OKLOOklo Inc.COM CL A43,900$95.0 萬0.3%+43,900新進歷史
RDDTReddit, Inc.Stock9,056$95.0 萬0.3%−236−2.5%減碼歷史
WTWWillis Towers Watson PLCSHS2,814$95.1 萬0.3%+1,520+117.5%加碼歷史
ADIAnalog Devices IncStock4,731$95.4 萬0.3%+4,731新進歷史
JNJJohnson & JohnsonStock5,754$95.4 萬0.3%+5,754新進歷史
FNFFidelity National Financial, Inc.COM SHS14,668$95.5 萬0.3%+14,668新進歷史
NETCloudflare, Inc.CL A COM8,481$95.6 萬0.3%+8,481新進歷史
ELEstee Lauder Companies IncCL A14,514$95.8 萬0.3%−628−4.1%減碼歷史
PEPPepsiCo IncStock6,390$95.8 萬0.3%+6,390新進歷史
BAHBooz Allen Hamilton Holding CorpCL A9,177$96.0 萬0.3%+4,351+90.2%加碼歷史
SNSharkNinja, Inc.COM SHS11,557$96.4 萬0.3%+11,557新進歷史
CDWCDW CorpCOM6,019$96.5 萬0.3%+1,485+32.8%加碼歷史
PANWPalo Alto Networks IncStock5,661$96.6 萬0.3%−4,267−43.0%減碼歷史
SRPTSarepta Therapeutics, Inc.COM15,163$96.8 萬0.3%+15,163新進歷史
KNXKnight-Swift Transportation Holdings Inc.CL A22,262$96.8 萬0.3%+22,262新進歷史
POWLPowell Industries IncStock5,702$97.1 萬0.3%+3,471+155.6%加碼歷史
PIImpinj IncCOM10,758$97.6 萬0.3%+8,561+389.7%加碼歷史
CHKPCheck Point Software Technologies LtdORD4,289$97.8 萬0.3%+4,289新進歷史
MNSTMonster Beverage CorpCOM16,730$97.9 萬0.3%+16,730新進歷史
PMPhilip Morris International Inc.Stock6,200$98.4 萬0.3%+6,200新進歷史
HIMSHims & Hers Health, Inc.Stock33,443$98.8 萬0.3%−8,163−19.6%減碼歷史
AOSSmith A O CorpCOM15,150$99.0 萬0.3%+15,150新進歷史
WFRDWeatherford International plcORD SHS18,680$100.0 萬0.3%+18,680新進歷史
MPWRMonolithic Power Systems, Inc.COM1,728$100.2 萬0.3%−95−5.2%減碼歷史
LAMRLamar Advertising CoREIT8,815$100.3 萬0.3%+8,815新進歷史
SFMSprouts Farmers Market, Inc.COM6,582$100.5 萬0.3%−3,538−35.0%減碼歷史
HDHome Depot, Inc.Stock2,745$100.6 萬0.3%+500+22.3%加碼歷史
LLYEli Lilly & CoStock1,232$101.8 萬0.3%+1,232新進歷史
AMEAmetek IncCOM5,924$102.0 萬0.3%+5,924新進歷史
OZKBank OZKCOM23,521$102.2 萬0.3%+17,057+263.9%加碼歷史
HONHoneywell International IncCOM4,840$102.5 萬0.3%−3,557−42.4%減碼歷史
ABTAbbott LaboratoriesStock7,737$102.6 萬0.3%+7,737新進歷史
VRTVertiv Holdings CoCOM CL A14,263$103.0 萬0.3%+9,295+187.1%加碼歷史
ASMLASML Holding NVADR1,555$103.0 萬0.3%−3,288−67.9%減碼歷史
ALABAstera Labs, Inc.Stock17,277$103.1 萬0.3%+6,586+61.6%加碼歷史
IONQIonQ, Inc.COM46,879$103.5 萬0.3%+46,879新進歷史
BALLBALL CorpCOM19,997$104.1 萬0.3%+4,700+30.7%加碼歷史
CAVACava Group, Inc.COM12,071$104.3 萬0.3%+586+5.1%加碼歷史
TEMTempus AI, Inc.CL A21,694$104.7 萬0.3%+21,694新進歷史
URBNUrban Outfitters IncCOM19,985$104.7 萬0.3%+14,331+253.5%加碼歷史
ADBEAdobe Inc.Stock2,737$105.0 萬0.3%+2,737新進歷史
DELLDell Technologies Inc.Stock11,527$105.1 萬0.3%+11,527新進歷史
GLBEGlobal-E Online Ltd.SHS29,620$105.6 萬0.3%+29,620新進歷史
AIGAmerican International Group, Inc.Stock12,172$105.8 萬0.3%+2,866+30.8%加碼歷史
ANFAbercrombie & Fitch CoCL A13,903$106.2 萬0.3%+13,903新進歷史
TOSTToast, Inc.Stock32,104$106.5 萬0.3%+32,104新進歷史
UNHUnitedHealth Group IncStock2,034$106.5 萬0.3%−726−26.3%減碼歷史
RNRRenaissancere Holdings LtdCOM4,459$107.0 萬0.3%+1,265+39.6%加碼歷史
EXCExelon CorpStock23,264$107.2 萬0.3%+23,264新進歷史
VNOMViper Energy, Inc.COM23,812$107.5 萬0.3%+7,107+42.5%加碼歷史
SWKSSkyworks Solutions, Inc.Stock16,670$107.7 萬0.3%+16,670新進歷史
RYAAYRyanair Holdings PLCSPONSORED ADR25,615$108.5 萬0.3%+6,187+31.8%加碼歷史
CELHCelsius Holdings, Inc.COM NEW30,622$109.1 萬0.3%+11,036+56.3%加碼歷史
LVSLas Vegas Sands CorpCOM28,342$109.5 萬0.3%+28,342新進歷史
ELSEquity Lifestyle Properties IncCOM16,512$110.1 萬0.3%+6,451+64.1%加碼歷史
DPZDominos Pizza IncCOM2,423$111.3 萬0.3%+1,125+86.7%加碼歷史
CPCanadian Pacific Kansas City LtdCOM15,910$111.7 萬0.3%+15,910新進歷史
DDOGDatadog, Inc.CL A COM11,275$111.9 萬0.3%+11,275新進歷史
HALOHalozyme Therapeutics, Inc.COM17,533$111.9 萬0.3%+1,432+8.9%加碼歷史
AAgilent Technologies, Inc.COM9,564$111.9 萬0.3%+9,564新進歷史
ORealty Income CorpREIT19,332$112.1 萬0.3%+19,332新進歷史
ADMArcher-Daniels-Midland CoStock23,435$112.5 萬0.3%−43−0.2%減碼歷史
ALLAllstate CorpStock5,445$112.7 萬0.3%+290+5.6%加碼歷史
HLTHilton Worldwide Holdings Inc.COM4,972$113.1 萬0.3%+4,972新進歷史
ROKURoku, IncCOM CL A16,125$113.6 萬0.3%+16,125新進歷史
AXSMAxsome Therapeutics, Inc.COM9,759$113.8 萬0.3%+9,759新進歷史
MTZMastec IncCOM9,813$114.5 萬0.3%+9,813新進歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS23,668$114.7 萬0.3%+23,668新進歷史
WWayfair Inc.CL A36,187$115.9 萬0.3%+9,003+33.1%加碼歷史
BABoeing CoStock6,799$116.0 萬0.3%+4,085+150.5%加碼歷史
BRK.BBerkshire Hathaway IncStock2,186$116.4 萬0.3%−679−23.7%減碼歷史
DLTRDollar Tree, Inc.COM15,654$117.5 萬0.3%+15,654新進歷史
CCOICogent Communications Holdings, Inc.COM NEW19,392$118.9 萬0.3%+19,392新進歷史
NTAPNetApp, Inc.Stock13,590$119.4 萬0.3%+13,590新進歷史
INODInnodata IncCOM NEW33,307$119.6 萬0.3%+22,755+215.6%加碼歷史
GSGoldman Sachs Group IncStock2,197$120.0 萬0.3%+2,197新進歷史
MANHManhattan Associates IncStock6,942$120.1 萬0.3%+6,942新進歷史
REGNRegeneron Pharmaceuticals, Inc.COM1,908$121.0 萬0.3%−1,714−47.3%減碼歷史
NXPINXP Semiconductors N.V.COM6,536$124.2 萬0.3%+6,536新進歷史
Invesco QQQ Trust Series I46090E103ETF2,692$126.2 萬0.3%−597−18.2%減碼–
VVisa Inc.Stock3,603$126.3 萬0.3%+800+28.5%加碼歷史
COSTCostco Wholesale CorpStock1,339$126.6 萬0.3%−288−17.7%減碼歷史
TOLToll Brothers, Inc.COM12,067$127.4 萬0.3%+12,067新進歷史
LMTLockheed Martin CorpStock2,855$127.5 萬0.3%+2,855新進歷史
LULUlululemon athletica inc.Stock4,560$129.1 萬0.3%+2,463+117.5%加碼歷史
IDXXIDEXX Laboratories IncCOM3,076$129.2 萬0.3%+291+10.4%加碼歷史

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