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Scientech Research LLC

SEC CIK
0002011556
最新申報
2026/8/14

2025 年第 2 季持倉

持倉截至 2025/6/30,2025/8/14 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
572
較 2025 年第 1 季 +31
總值
$4.09 億
較 2025 年第 1 季 +$3,140 萬 (+8.3%)
申報日
2025/8/14
SEC
Scientech Research LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ZSZscaler, Inc.Stock10,371$325.6 萬0.8%+10,371新進歷史
MSFTMicrosoft CorpStock6,495$323.1 萬0.8%+6,495新進歷史
NBISNebius Group N.V.Stock56,901$314.8 萬0.8%+15,729+38.2%加碼歷史
JOBYJoby Aviation, Inc.COMMON STOCK286,076$301.8 萬0.7%+286,076新進歷史
GEVGE Vernova Inc.Stock5,339$282.5 萬0.7%+948+21.6%加碼歷史
COFCapital One Financial CorpStock13,257$282.1 萬0.7%+13,257新進歷史
INSMINSMED IncCOM PAR $.0127,642$278.2 萬0.7%+27,642新進歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,856$268.5 萬0.7%+11,856新進歷史
TTWOTake Two Interactive Software IncCOM11,000$267.1 萬0.7%+7,186+188.4%加碼歷史
IONQIonQ, Inc.COM61,932$266.1 萬0.7%+15,053+32.1%加碼歷史
WINGWingstop Inc.COM7,871$265.0 萬0.6%+7,871新進歷史
BMNRBitmine Immersion Technologies, Inc.COM NEW74,557$252.7 萬0.6%+74,557新進歷史
NFLXNetflix IncStock1,766$236.5 萬0.6%−1,816−50.7%減碼歷史
ISRGIntuitive Surgical IncCOM NEW4,341$235.9 萬0.6%−897−17.1%減碼歷史
BBAIBigBear.ai Holdings, Inc.COM346,549$235.3 萬0.6%+150,229+76.5%加碼歷史
HALOHalozyme Therapeutics, Inc.COM43,771$227.7 萬0.6%+26,238+149.6%加碼歷史
WWDWoodward, Inc.COM9,025$221.2 萬0.5%+9,025新進歷史
VanEck Semiconductor ETF92189F676ETF7,837$218.6 萬0.5%+4,555+138.8%加碼–
SPOTSpotify Technology S.A.Stock2,827$216.9 萬0.5%−2,352−45.4%減碼歷史
FICOFair Isaac CorpCOM1,181$215.9 萬0.5%+1,181新進歷史
METAMeta Platforms, Inc.Stock2,864$211.4 萬0.5%+1,283+81.2%加碼歷史
AVAVAeroVironment IncCOM7,289$207.7 萬0.5%+728+11.1%加碼歷史
ZTSZoetis Inc.Stock12,873$200.8 萬0.5%+12,873新進歷史
APPAppLovin CorpCOM CL A5,649$197.8 萬0.5%−3,173−36.0%減碼歷史
HOODRobinhood Markets, Inc.Stock20,962$196.3 萬0.5%+20,962新進歷史
EQIXEquinix IncCOM2,414$192.0 萬0.5%−728−23.2%減碼歷史
SOFISoFi Technologies, Inc.Stock100,170$182.4 萬0.4%+100,170新進歷史
PANWPalo Alto Networks IncStock8,799$180.1 萬0.4%+3,138+55.4%加碼歷史
AITApplied Industrial Technologies IncCOM7,718$179.4 萬0.4%+7,718新進歷史
UTHRUnited Therapeutics CorpCOM6,151$176.7 萬0.4%+6,151新進歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW7,965$173.4 萬0.4%+7,965新進歷史
MDYSPDR S&P Midcap 400 ETF TrustETF3,043$172.4 萬0.4%+2,237+277.5%加碼歷史
NICENICE Ltd.SPONSORED ADR10,036$169.5 萬0.4%+7,918+373.8%加碼歷史
RKLBRocket Lab CorpCOM46,850$167.6 萬0.4%+46,850新進歷史
CRWDCrowdStrike Holdings, Inc.Stock3,280$167.1 萬0.4%+2,498+319.4%加碼歷史
BHFBrighthouse Financial, Inc.COM30,946$166.4 萬0.4%+14,580+89.1%加碼歷史
NTRANatera, Inc.COM9,840$166.2 萬0.4%+3,502+55.3%加碼歷史
HLNEHamilton Lane INCCL A11,484$163.2 萬0.4%+11,484新進歷史
MKTXMarketaxess Holdings IncCOM7,267$162.3 萬0.4%+4,467+159.5%加碼歷史
NDSNNordson CorpCOM7,364$157.9 萬0.4%+7,364新進歷史
AJGArthur J. Gallagher & Co.COM4,931$157.9 萬0.4%+4,931新進歷史
CPCanadian Pacific Kansas City LtdCOM19,576$155.2 萬0.4%+3,666+23.0%加碼歷史
MSIMotorola Solutions, Inc.Stock3,664$154.1 萬0.4%+3,664新進歷史
SOUNSoundhound AI, Inc.CLASS A COM143,114$153.6 萬0.4%+143,114新進歷史
FDXFedEx CorpStock6,719$152.7 萬0.4%+6,719新進歷史
POOLPool CorpCOM5,222$152.2 萬0.4%−48−0.9%減碼歷史
PGRProgressive CorpStock5,623$150.1 萬0.4%+5,623新進歷史
INTUIntuit Inc.Stock1,876$147.8 萬0.4%+1,876新進歷史
TELTE Connectivity plcStock8,730$147.2 萬0.4%+8,730新進歷史
CVLTCommvault Systems IncCOM8,266$144.1 萬0.4%+8,266新進歷史
ETF Opportunities Trust26923N462T REX 2X LONG MS158,611$137.2 萬0.3%−160,090−50.2%減碼–
CASYCaseys General Stores IncCOM2,665$136.0 萬0.3%+2,665新進歷史
AMEAmetek IncCOM7,513$136.0 萬0.3%+1,589+26.8%加碼歷史
DHRDanaher CorpStock6,746$133.3 萬0.3%+3,873+134.8%加碼歷史
STRLSterling Infrastructure, Inc.COM5,684$131.1 萬0.3%+508+9.8%加碼歷史
DAVEDave Inc.CLASS A COM NEW4,882$131.0 萬0.3%+447+10.1%加碼歷史
STLDSteel Dynamics IncCOM10,181$130.3 萬0.3%+3,022+42.2%加碼歷史
RSGRepublic Services, Inc.COM5,262$129.8 萬0.3%+5,262新進歷史
CRSCarpenter Technology CorpCOM4,620$127.7 萬0.3%+4,620新進歷史
TLNTalen Energy CorpCOM4,309$125.3 萬0.3%+259+6.4%加碼歷史
PLUGPlug Power IncStock831,235$123.9 萬0.3%+831,235新進歷史
SCCOSouthern Copper CorpStock12,233$123.8 萬0.3%+2,620+27.3%加碼歷史
ACNAccenture plcStock4,122$123.2 萬0.3%+4,122新進歷史
JCIJohnson Controls International plcStock11,598$122.5 萬0.3%+11,598新進歷史
RPMRPM International IncCOM11,111$122.0 萬0.3%+11,111新進歷史
MSTRStrategy IncStock2,955$119.5 萬0.3%−3,209−52.1%減碼歷史
DRSLeonardo DRS, Inc.Stock25,586$118.9 萬0.3%+25,586新進歷史
ADBEAdobe Inc.Stock3,057$118.3 萬0.3%+320+11.7%加碼歷史
CHKPCheck Point Software Technologies LtdORD5,325$117.8 萬0.3%+1,036+24.2%加碼歷史
CALMCal-Maine Foods IncCOM NEW11,820$117.8 萬0.3%+11,820新進歷史
CRCLCircle Internet Group, Inc.COM CL A6,441$116.8 萬0.3%+6,441新進歷史
EXLSExlService Holdings, Inc.COM26,567$116.3 萬0.3%+26,567新進歷史
DUOLDuolingo, Inc.CL A COM2,837$116.3 萬0.3%+2,837新進歷史
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF10,910$115.1 萬0.3%+10,910新進–
ITGartner IncCOM2,839$114.8 萬0.3%+933+49.0%加碼歷史
ESTCElastic N.V.ORD SHS13,583$114.5 萬0.3%+3,717+37.7%加碼歷史
GDDYGoDaddy Inc.CL A6,340$114.2 萬0.3%+6,340新進歷史
NDAQNasdaq, Inc.COM12,559$112.3 萬0.3%+1,315+11.7%加碼歷史
CLFCleveland-Cliffs Inc.COM147,397$112.0 萬0.3%+50,761+52.5%加碼歷史
BMRNBiomarin Pharmaceutical IncCOM20,133$110.7 萬0.3%+16,547+461.4%加碼歷史
SNXTD Synnex CorpCOM8,146$110.5 萬0.3%+8,146新進歷史
NKENIKE, Inc.Stock15,514$110.2 萬0.3%+15,514新進歷史
RHIRobert Half Inc.COM26,769$109.9 萬0.3%+14,620+120.3%加碼歷史
QUBTQuantum Computing Inc.COM57,078$109.4 萬0.3%+57,078新進歷史
EFXEquifax IncCOM4,192$108.7 萬0.3%+4,192新進歷史
ATIAti IncStock12,543$108.3 萬0.3%+12,543新進歷史
ENTGEntegris IncCOM13,381$107.9 萬0.3%+13,381新進歷史
LSCCLattice Semiconductor CorpCOM21,867$107.1 萬0.3%+11,931+120.1%加碼歷史
NTESNetEase, Inc.SPONSORED ADS7,911$106.5 萬0.3%+7,911新進歷史
ETOReToro Group Ltd.SHS CL A15,915$106.0 萬0.3%+15,915新進歷史
TXRHTexas Roadhouse, Inc.COM5,622$105.4 萬0.3%+1,328+30.9%加碼歷史
INODInnodata IncCOM NEW20,549$105.3 萬0.3%−12,758−38.3%減碼歷史
CNCCentene CorpStock19,308$104.8 萬0.3%+15,704+435.7%加碼歷史
PEGAPegasystems IncCOM19,144$103.6 萬0.3%+13,223+223.3%加碼歷史
EXELExelixis, Inc.COM23,396$103.1 萬0.3%−1,255−5.1%減碼歷史
HSTHost Hotels & Resorts, Inc.COM67,068$103.0 萬0.3%+32,500+94.0%加碼歷史
TJXTJX Companies IncStock8,324$102.8 萬0.3%+8,324新進歷史
SNAPSnap IncStock118,074$102.6 萬0.3%+118,074新進歷史
WMWaste Management IncStock4,482$102.6 萬0.3%+4,482新進歷史
DECKDeckers Outdoor CorpCOM9,920$102.2 萬0.2%+9,920新進歷史

2025 年第 1 季之後清倉(345 檔)

2025 年第 1 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 345 檔。

Scientech Research LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
MELIMercadolibre IncCOM1,688$329.3 萬0.9%歷史
CMECME Group Inc.COM8,393$222.7 萬0.6%歷史
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X232,272$221.1 萬0.6%–
YUMYum Brands IncStock13,266$208.8 萬0.6%歷史
IBKRInteractive Brokers Group, Inc.Stock12,399$205.3 萬0.5%歷史
CRWVCoreWeave, Inc.Stock55,350$205.2 萬0.5%歷史
WIXWix.com Ltd.SHS12,438$203.2 萬0.5%歷史
AXPAmerican Express CoStock7,027$189.1 萬0.5%歷史
FLUTFlutter Entertainment plcSHS7,659$169.7 萬0.4%歷史
CRHCRH Public Ltd CoORD19,055$167.6 萬0.4%歷史
CORTCorcept Therapeutics IncCOM14,181$162.0 萬0.4%歷史
UPSTUpstart Holdings, Inc.COM34,958$160.9 萬0.4%歷史
RACEFerrari N.V.COM3,623$155.0 萬0.4%歷史
GWWW.W. Grainger, Inc.Stock1,550$153.1 萬0.4%歷史
DXCMDexcom IncCOM22,226$151.8 萬0.4%歷史
DTMDT Midstream, Inc.COMMON STOCK15,081$145.5 萬0.4%歷史
DEODiageo PLCSPON ADR NEW13,878$145.4 萬0.4%歷史
CTASCintas CorpStock6,949$142.8 萬0.4%歷史
CHTRCharter Communications, Inc.CL A3,791$139.7 萬0.4%歷史
BRKRBruker CorpCOM32,728$136.6 萬0.4%歷史
ETNEaton Corp plcStock4,987$135.6 萬0.4%歷史
EMBJEmbraer S.A.ADR28,613$132.2 萬0.3%歷史
CLSCelestica IncStock16,611$130.9 萬0.3%歷史
TOLToll Brothers, Inc.COM12,067$127.4 萬0.3%歷史
VVisa Inc.Stock3,603$126.3 萬0.3%歷史
Invesco QQQ Trust Series I46090E103ETF2,692$126.2 萬0.3%–
MANHManhattan Associates IncStock6,942$120.1 萬0.3%歷史
NTAPNetApp, Inc.Stock13,590$119.4 萬0.3%歷史
CCOICogent Communications Holdings, Inc.COM NEW19,392$118.9 萬0.3%歷史
DLTRDollar Tree, Inc.COM15,654$117.5 萬0.3%歷史
BRK.BBerkshire Hathaway IncStock2,186$116.4 萬0.3%歷史
BABoeing CoStock6,799$116.0 萬0.3%歷史
WWayfair Inc.CL A36,187$115.9 萬0.3%歷史
AXSMAxsome Therapeutics, Inc.COM9,759$113.8 萬0.3%歷史
ROKURoku, IncCOM CL A16,125$113.6 萬0.3%歷史
HLTHilton Worldwide Holdings Inc.COM4,972$113.1 萬0.3%歷史
ALLAllstate CorpStock5,445$112.7 萬0.3%歷史
ORealty Income CorpREIT19,332$112.1 萬0.3%歷史
DDOGDatadog, Inc.CL A COM11,275$111.9 萬0.3%歷史
LVSLas Vegas Sands CorpCOM28,342$109.5 萬0.3%歷史
CELHCelsius Holdings, Inc.COM NEW30,622$109.1 萬0.3%歷史
RYAAYRyanair Holdings PLCSPONSORED ADR25,615$108.5 萬0.3%歷史
SWKSSkyworks Solutions, Inc.Stock16,670$107.7 萬0.3%歷史
EXCExelon CorpStock23,264$107.2 萬0.3%歷史
UNHUnitedHealth Group IncStock2,034$106.5 萬0.3%歷史
ANFAbercrombie & Fitch CoCL A13,903$106.2 萬0.3%歷史
GLBEGlobal-E Online Ltd.SHS29,620$105.6 萬0.3%歷史
DELLDell Technologies Inc.Stock11,527$105.1 萬0.3%歷史
TEMTempus AI, Inc.CL A21,694$104.7 萬0.3%歷史
CAVACava Group, Inc.COM12,071$104.3 萬0.3%歷史
ALABAstera Labs, Inc.Stock17,277$103.1 萬0.3%歷史
VRTVertiv Holdings CoCOM CL A14,263$103.0 萬0.3%歷史
HONHoneywell International IncCOM4,840$102.5 萬0.3%歷史
LLYEli Lilly & CoStock1,232$101.8 萬0.3%歷史
SFMSprouts Farmers Market, Inc.COM6,582$100.5 萬0.3%歷史
LAMRLamar Advertising CoREIT8,815$100.3 萬0.3%歷史
WFRDWeatherford International plcORD SHS18,680$100.0 萬0.3%歷史
HIMSHims & Hers Health, Inc.Stock33,443$98.8 萬0.3%歷史
PMPhilip Morris International Inc.Stock6,200$98.4 萬0.3%歷史
MNSTMonster Beverage CorpCOM16,730$97.9 萬0.3%歷史
PIImpinj IncCOM10,758$97.6 萬0.3%歷史
POWLPowell Industries IncStock5,702$97.1 萬0.3%歷史
KNXKnight-Swift Transportation Holdings Inc.CL A22,262$96.8 萬0.3%歷史
SRPTSarepta Therapeutics, Inc.COM15,163$96.8 萬0.3%歷史
CDWCDW CorpCOM6,019$96.5 萬0.3%歷史
SNSharkNinja, Inc.COM SHS11,557$96.4 萬0.3%歷史
PEPPepsiCo IncStock6,390$95.8 萬0.3%歷史
ELEstee Lauder Companies IncCL A14,514$95.8 萬0.3%歷史
NETCloudflare, Inc.CL A COM8,481$95.6 萬0.3%歷史
FNFFidelity National Financial, Inc.COM SHS14,668$95.5 萬0.3%歷史
ADIAnalog Devices IncStock4,731$95.4 萬0.3%歷史
WTWWillis Towers Watson PLCSHS2,814$95.1 萬0.3%歷史
RDDTReddit, Inc.Stock9,056$95.0 萬0.3%歷史
OKLOOklo Inc.COM CL A43,900$95.0 萬0.3%歷史
FTNTFortinet, Inc.Stock9,845$94.8 萬0.3%歷史
JJacobs Solutions Inc.COM7,805$94.4 萬0.2%歷史
RTXRTX CorpStock7,116$94.3 萬0.2%歷史
TRUTransUnionCOM11,308$93.8 萬0.2%歷史
CARRCarrier Global CorpStock14,756$93.6 萬0.2%歷史
ADSKAutodesk, Inc.COM3,573$93.5 萬0.2%歷史
MEDPMedpace Holdings, Inc.COM3,043$92.7 萬0.2%歷史
STMSTMicroelectronics N.V.NY REGISTRY41,783$91.8 萬0.2%歷史
EXASExact Sciences CorpCOM21,144$91.5 萬0.2%歷史
UALUnited Airlines Holdings, Inc.COM13,254$91.5 萬0.2%歷史
ODFLOld Dominion Freight Line, Inc.COM5,496$90.9 萬0.2%歷史
BPOPPopular, Inc.COM NEW9,773$90.3 萬0.2%歷史
VRSKVerisk Analytics, Inc.COM3,008$89.5 萬0.2%歷史
GLOBGlobant S.A.COM7,551$88.9 萬0.2%歷史
DOVDOVER CorpCOM5,045$88.6 萬0.2%歷史
TTEKTetra Tech IncCOM30,282$88.6 萬0.2%歷史
ITWIllinois Tool Works IncStock3,564$88.4 萬0.2%歷史
PTGXProtagonist Therapeutics, IncCOM18,271$88.4 萬0.2%歷史
FBINFortune Brands Innovations, Inc.COM14,431$87.9 萬0.2%歷史
WSMWilliams Sonoma IncCOM5,552$87.8 萬0.2%歷史
LOGILogitech International S.A.SHS10,370$87.5 萬0.2%歷史
LNGCheniere Energy, Inc.COM NEW3,780$87.5 萬0.2%歷史
Invesco Nasdaq 100 ETF46138G649ETF4,523$87.3 萬0.2%–
AONAon plcCL A2,176$86.8 萬0.2%歷史
ARQTArcutis Biotherapeutics, Inc.COM55,205$86.3 萬0.2%歷史
KHCKraft Heinz CoStock28,204$85.8 萬0.2%歷史