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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
APTVAptiv PLCStock3,860$26.3 萬0.1%+3,860新進歷史
UMBFUmb Financial CorpCOM2,520$26.5 萬0.1%+2,520新進歷史
PLPlanet Labs PBCCOM CL A44,356$27.1 萬0.1%+44,356新進歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock2,087$27.5 萬0.1%+2,087新進歷史
NWGNatWest Group plcSPONS ADR19,478$27.6 萬0.1%+19,478新進歷史
SNOWSnowflake Inc.Stock1,254$28.1 萬0.1%−1,880−60.0%減碼歷史
FWONKLiberty Media CorpCOM LBTY ONE S C2,695$28.2 萬0.1%+2,695新進歷史
PFGPrincipal Financial Group IncCOM3,557$28.3 萬0.1%−6,987−66.3%減碼歷史
DTEDte Energy CoCOM2,137$28.3 萬0.1%−4,215−66.4%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR4,055$28.3 萬0.1%+4,055新進歷史
RGAReinsurance Group of America IncCOM NEW1,434$28.4 萬0.1%+1,434新進歷史
BILIBilibili Inc.SPONS ADS REP Z13,277$28.5 萬0.1%−27,444−67.4%減碼歷史
NEOGNeogen CorpCOM59,649$28.5 萬0.1%+59,649新進歷史
SAICScience Applications International CorpCOM2,550$28.7 萬0.1%+2,550新進歷史
Neos ETF Trust78433H303NEOS S&P 500 HI5,774$29.1 萬0.1%+5,774新進–
BYAHPark Ha Biological Technology Co., Ltd.ORD SHS8,352$29.2 萬0.1%+8,352新進歷史
MOHMolina Healthcare, Inc.COM987$29.4 萬0.1%−990−50.1%減碼歷史
ONTOOnto Innovation Inc.COM2,937$29.6 萬0.1%+2,937新進歷史
ACIWAci Worldwide, Inc.Stock6,461$29.7 萬0.1%+2,621+68.3%加碼歷史
HPEHewlett Packard Enterprise CoCOM14,591$29.8 萬0.1%+14,591新進歷史
MUSAMurphy USA Inc.COM738$30.0 萬0.1%+738新進歷史
NUNu Holdings Ltd.ORD SHS CL A21,932$30.1 萬0.1%+21,932新進歷史
MLMMartin Marietta Materials IncCOM551$30.2 萬0.1%−58−9.5%減碼歷史
AAOIApplied Optoelectronics, Inc.COM11,775$30.3 萬0.1%+11,775新進歷史
CLHClean Harbors IncCOM1,309$30.3 萬0.1%+1,309新進歷史
LHLabcorp Holdings Inc.Stock1,162$30.5 萬0.1%−1,966−62.9%減碼歷史
LECOLincoln Electric Holdings IncCOM1,481$30.7 萬0.1%−828−35.9%減碼歷史
COKECoca-Cola Consolidated, Inc.COM2,755$30.8 萬0.1%+2,755新進歷史
WELLWelltower Inc.REIT2,013$30.9 萬0.1%−1,496−42.6%減碼歷史
CRMLCritical Metals Corp.PUBCO ORD SHS86,662$31.0 萬0.1%+86,662新進歷史
ONCBeOne Medicines Ltd.ADR1,295$31.3 萬0.1%+1,295新進歷史
BAHBooz Allen Hamilton Holding CorpCL A3,038$31.6 萬0.1%−6,139−66.9%減碼歷史
TMDXTransMedics Group, Inc.COM2,364$31.7 萬0.1%+2,364新進歷史
BXPBXP, Inc.COM4,729$31.9 萬0.1%+4,729新進歷史
AVBAvalonbay Communities IncCOM1,568$31.9 萬0.1%+1,568新進歷史
VFCV F CorpStock27,183$31.9 萬0.1%−28,802−51.4%減碼歷史
ICEIntercontinental Exchange, Inc.Stock1,751$32.1 萬0.1%−1,635−48.3%減碼歷史
RFRegions Financial CorpCOM13,705$32.2 萬0.1%−13,210−49.1%減碼歷史
AGXArgan IncStock1,472$32.5 萬0.1%+1,472新進歷史
LINELineage, Inc.COM7,545$32.8 萬0.1%+7,545新進歷史
VSECVse CorpCOM2,507$32.8 萬0.1%+2,507新進歷史
LYVLive Nation Entertainment, Inc.COM2,182$33.0 萬0.1%+2,182新進歷史
VMCVulcan Materials COCOM1,266$33.0 萬0.1%−1,467−53.7%減碼歷史
SMLRSemler Scientific, Inc.COM8,525$33.0 萬0.1%+8,525新進歷史
LDOSLeidos Holdings, Inc.COM2,098$33.1 萬0.1%+479+29.6%加碼歷史
JNJJohnson & JohnsonStock2,177$33.3 萬0.1%−3,577−62.2%減碼歷史
IVZInvesco Ltd.Stock21,121$33.3 萬0.1%−10,696−33.6%減碼歷史
FFIVF5, Inc.Stock1,136$33.4 萬0.1%+1,136新進歷史
SPYSPDR S&P 500 ETF TrustETF542$33.5 萬0.1%−3,114−85.2%減碼歷史
TMToyota Motor CorpADS1,948$33.6 萬0.1%+1,948新進歷史
ASTSAST SpaceMobile, Inc.COM CL A7,226$33.8 萬0.1%+7,226新進歷史
CZRCaesars Entertainment, Inc.COM11,942$33.9 萬0.1%−21,754−64.6%減碼歷史
ADMArcher-Daniels-Midland CoStock6,439$34.0 萬0.1%−16,996−72.5%減碼歷史
FLGFlagstar Bank, National AssociationStock32,112$34.0 萬0.1%+11,550+56.2%加碼歷史
DORMDorman Products, Inc.COM2,785$34.2 萬0.1%+2,785新進歷史
ROPRoper Technologies IncStock604$34.2 萬0.1%+604新進歷史
EIXEdison InternationalStock6,641$34.3 萬0.1%+6,641新進歷史
WDAYWorkday, Inc.CL A1,428$34.3 萬0.1%−2,222−60.9%減碼歷史
FRSHFreshworks Inc.Stock23,046$34.4 萬0.1%−8,347−26.6%減碼歷史
SOCSable Offshore Corp.COM SHS15,666$34.4 萬0.1%+15,666新進歷史
GPNGlobal Payments IncStock4,324$34.6 萬0.1%+4,324新進歷史
SHAKShake Shack Inc.CL A2,486$35.0 萬0.1%−1,936−43.8%減碼歷史
MTZMastec IncCOM2,058$35.1 萬0.1%−7,755−79.0%減碼歷史
GDSGDS Holdings LtdSPONSORED ADS11,613$35.5 萬0.1%−22,023−65.5%減碼歷史
PINSPinterest, Inc.CL A9,976$35.8 萬0.1%−6,927−41.0%減碼歷史
URGNUroGen Pharma Ltd.COM26,166$35.8 萬0.1%+26,166新進歷史
AEOAmerican Eagle Outfitters IncCOM37,297$35.9 萬0.1%+37,297新進歷史
MRSHMarsh & McLennan Companies, Inc.Stock1,667$36.4 萬0.1%+1,667新進歷史
PSXPhillips 66Stock3,059$36.5 萬0.1%+3,059新進歷史
FIVEFive Below, IncCOM2,787$36.6 萬0.1%+2,787新進歷史
SPGIS&P Global Inc.Stock696$36.7 萬0.1%+696新進歷史
RGENRepligen CorpCOM2,952$36.7 萬0.1%−11,485−79.6%減碼歷史
QDELQuidelOrtho CorpCOM12,819$36.9 萬0.1%+12,819新進歷史
SWSmurfit Westrock plcStock8,608$37.1 萬0.1%+8,608新進歷史
PLDPrologis, Inc.REIT3,546$37.3 萬0.1%+3,546新進歷史
QFINQfin Holdings, Inc.AMERICAN DEP8,651$37.5 萬0.1%+8,651新進歷史
AWKAmerican Water Works Company, Inc.Stock2,716$37.8 萬0.1%+2,716新進歷史
ALLEAllegion plcORD SHS2,623$37.8 萬0.1%+2,623新進歷史
TXG10x Genomics, Inc.CL A COM33,032$38.3 萬0.1%+33,032新進歷史
iShares Russell 1000 Value ETF464287598ETF1,973$38.3 萬0.1%+1,973新進–
BMIBadger Meter IncCOM1,576$38.6 萬0.1%+446+39.5%加碼歷史
GOOGAlphabet Inc.Stock2,189$38.8 萬0.1%+2,189新進歷史
MGMMGM Resorts InternationalStock11,315$38.9 萬0.1%+11,315新進歷史
ROADConstruction Partners, Inc.COM CL A3,671$39.0 萬0.1%+3,671新進歷史
CPNGCoupang, Inc.CL A13,046$39.1 萬0.1%+13,046新進歷史
PKGPackaging Corp of AmericaStock2,082$39.2 萬0.1%+2,082新進歷史
PAYXPaychex IncStock2,713$39.5 萬0.1%+2,713新進歷史
BNBROOKFIELD CorpCL A LTD VT SH6,412$39.7 萬0.1%−10,883−62.9%減碼歷史
PCTPureCycle Technologies, Inc.COM29,001$39.7 萬0.1%+29,001新進歷史
CPRXCatalyst Pharmaceuticals, Inc.COM18,334$39.8 萬0.1%+18,334新進歷史
MMSIMerit Medical Systems IncCOM4,261$39.8 萬0.1%+4,261新進歷史
ELFe.l.f. Beauty, Inc.COM3,205$39.9 萬0.1%+3,205新進歷史
AIGAmerican International Group, Inc.Stock4,663$39.9 萬0.1%−7,509−61.7%減碼歷史
MUMicron Technology IncStock3,282$40.5 萬0.1%+3,282新進歷史
LMTLockheed Martin CorpStock881$40.8 萬0.1%−1,974−69.1%減碼歷史
USFDUS Foods Holding Corp.COM5,403$41.6 萬0.1%+5,403新進歷史
VSTVistra Corp.Stock2,176$42.2 萬0.1%−11,620−84.2%減碼歷史
GDGeneral Dynamics CorpStock1,447$42.2 萬0.1%+1,447新進歷史
CNPCenterpoint Energy IncCOM11,506$42.3 萬0.1%+11,506新進歷史
Vanguard Information Technology ETF92204A702ETF642$42.6 萬0.1%−230−26.4%減碼–

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