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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
BBYBest Buy Co IncStock6,352$42.6 萬0.1%+6,352新進歷史
RSReliance, Inc.COM1,363$42.8 萬0.1%+1,363新進歷史
PHMPultegroup IncCOM4,152$43.8 萬0.1%+4,152新進歷史
CMICummins IncStock1,341$43.9 萬0.1%−5,392−80.1%減碼歷史
ERIEErie Indemnity CoCL A1,270$44.0 萬0.1%+216+20.5%加碼歷史
Tidal Tr II88636R123DEFIANCE DT 2X L9,004$44.5 萬0.1%+9,004新進–
ABNBAirbnb, Inc.Stock3,374$44.7 萬0.1%−1,236−26.8%減碼歷史
SGSweetgreen, Inc.COM CL A30,386$45.2 萬0.1%+30,386新進歷史
LAESSEALSQ CorpORD SHS112,793$45.5 萬0.1%+66,257+142.4%加碼歷史
WUWestern Union COStock54,110$45.6 萬0.1%+33,898+167.7%加碼歷史
AVYAvery Dennison CorpCOM2,613$45.9 萬0.1%+2,613新進歷史
JEFJefferies Financial Group Inc.COM8,405$46.0 萬0.1%+8,405新進歷史
CWCurtiss Wright CorpStock943$46.1 萬0.1%+943新進歷史
PRMBPrimo Brands CorpCLASS A COM SHS15,644$46.3 萬0.1%+15,644新進歷史
LOWLowes Companies IncStock2,094$46.5 萬0.1%+2,094新進歷史
HALHalliburton CoStock22,923$46.7 萬0.1%+22,923新進歷史
XYLXylem Inc.COM3,636$47.0 萬0.1%+3,636新進歷史
AMKRAmkor Technology, Inc.COM22,422$47.1 萬0.1%−20,455−47.7%減碼歷史
WCNWaste Connections, Inc.COM2,559$47.8 萬0.1%+2,559新進歷史
EXRExtra Space Storage Inc.COM3,250$47.9 萬0.1%+1,227+60.7%加碼歷史
BTBTBit Digital, IncSHS219,146$48.0 萬0.1%+219,146新進歷史
IRDMIridium Communications Inc.COM15,909$48.0 萬0.1%−10,107−38.8%減碼歷史
UECUranium Energy CorpCOM70,640$48.0 萬0.1%−43,494−38.1%減碼歷史
TPLTexas Pacific Land CorpStock456$48.2 萬0.1%+199+77.4%加碼歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW10,423$48.4 萬0.1%+10,423新進歷史
UGIUgi CorpStock13,298$48.4 萬0.1%−2,305−14.8%減碼歷史
MORNMorningstar, Inc.COM1,543$48.4 萬0.1%+1,543新進歷史
LRNStride, Inc.COM3,362$48.8 萬0.1%+3,362新進歷史
CMCanadian Imperial Bank of CommerceCOM6,926$49.1 萬0.1%+6,926新進歷史
EATBrinker International, IncStock2,736$49.3 萬0.1%+2,736新進歷史
HQYHealthequity, Inc.COM4,770$50.0 萬0.1%+4,770新進歷史
AYIAcuity Inc. (DE)Stock1,677$50.0 萬0.1%+1,677新進歷史
CHDNChurchill Downs IncCOM4,997$50.5 萬0.1%+4,997新進歷史
COLBColumbia Banking System, Inc.COM21,659$50.6 萬0.1%+21,659新進歷史
ESABESAB CorpCOM4,209$50.7 萬0.1%+4,209新進歷史
RNRRenaissancere Holdings LtdCOM2,096$50.9 萬0.1%−2,363−53.0%減碼歷史
ASPIASP Isotopes Inc.COM69,253$51.0 萬0.1%+69,253新進歷史
AGIAlamos Gold IncStock19,212$51.0 萬0.1%+9,142+90.8%加碼歷史
KLACKLA CorpCOM NEW575$51.5 萬0.1%+575新進歷史
OCOwens CorningStock3,752$51.6 萬0.1%+3,752新進歷史
BF.BBrown Forman CorpStock19,230$51.7 萬0.1%+19,230新進歷史
TREXTrex Co IncCOM9,533$51.8 萬0.1%+9,533新進歷史
COLDAmericold Realty TrustCOM31,483$52.4 萬0.1%+31,483新進歷史
ASMLASML Holding NVADR654$52.4 萬0.1%−901−57.9%減碼歷史
CARAvis Budget Group, Inc.COM3,106$52.5 萬0.1%+3,106新進歷史
APOApollo Global Management, Inc.COM3,704$52.5 萬0.1%−798−17.7%減碼歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A27,080$52.6 萬0.1%+3,959+17.1%加碼歷史
STZConstellation Brands, Inc.Stock3,239$52.7 萬0.1%−1,812−35.9%減碼歷史
SMSM Energy CoCOM21,342$52.7 萬0.1%+13,389+168.4%加碼歷史
LPLALPL Financial Holdings Inc.COM1,413$53.0 萬0.1%+1,413新進歷史
PRUPrudential Financial IncStock4,950$53.2 萬0.1%+4,950新進歷史
CSWCSW Industrials, Inc.COM1,862$53.4 萬0.1%+1,862新進歷史
ONDSOndas Inc.COM NEW279,275$53.6 萬0.1%+279,275新進歷史
UPWKUpwork, IncCOM40,043$53.8 萬0.1%+40,043新進歷史
VLTOVeralto CorpStock5,350$54.0 萬0.1%−1,463−21.5%減碼歷史
ACHCAcadia Healthcare Company, Inc.COM23,868$54.2 萬0.1%+23,868新進歷史
BEAMBeam Therapeutics Inc.COM31,875$54.2 萬0.1%+12,025+60.6%加碼歷史
PWRQuanta Services, Inc.COM1,448$54.7 萬0.1%+31+2.2%加碼歷史
FDSFactset Research Systems IncStock1,227$54.9 萬0.1%+1,227新進歷史
ESEversource EnergyStock8,671$55.2 萬0.1%+8,671新進歷史
LINLinde PLCStock1,176$55.2 萬0.1%+1,176新進歷史
APGAPi Group CorpCOM STK10,809$55.2 萬0.1%+10,809新進歷史
CCitigroup IncStock6,483$55.2 萬0.1%+6,483新進歷史
NVSNovartis AGADR4,568$55.3 萬0.1%+4,568新進歷史
ProShares Tr74347X831ULTRAPRO QQQ6,698$55.6 萬0.1%+6,698新進–
KRKroger CoStock7,754$55.6 萬0.1%+7,754新進歷史
CRSPCRISPR Therapeutics AGNAMEN AKT11,445$55.7 萬0.1%+11,445新進歷史
TOSTToast, Inc.Stock12,595$55.8 萬0.1%−19,509−60.8%減碼歷史
FUNSix Flags Entertainment CorporationCOM18,338$55.8 萬0.1%+18,338新進歷史
iShares Russell Mid-Cap Growth ETF464287481ETF4,041$56.0 萬0.1%+4,041新進–
AGFirst Majestic Silver CorpCOM67,881$56.1 萬0.1%+250+0.4%加碼歷史
TIGOMillicom International Cellular SACOM STK15,001$56.2 萬0.1%+7,900+111.3%加碼歷史
ESLTElbit Systems LtdStock1,253$56.3 萬0.1%+1,253新進歷史
GOOGLAlphabet Inc.Stock3,199$56.4 萬0.1%+3,199新進歷史
WENWendy's CoStock49,390$56.4 萬0.1%+49,390新進歷史
PCVXVaxcyte, Inc.COM17,406$56.6 萬0.1%+17,406新進歷史
SEZLSezzle Inc.COM3,174$56.9 萬0.1%+3,174新進歷史
OLEDUniversal Display CorpCOM3,702$57.2 萬0.1%+3,702新進歷史
ETREntergy CorpCOM7,012$58.3 萬0.1%−4,086−36.8%減碼歷史
NSCNorfolk Southern CorpStock2,287$58.5 萬0.1%+2,287新進歷史
WABWestinghouse Air Brake Technologies CorpStock2,802$58.7 萬0.1%+2,802新進歷史
SPGSimon Property Group Inc.REIT3,662$58.9 萬0.1%+490+15.4%加碼歷史
MSCIMSCI Inc.Stock1,024$59.1 萬0.1%+498+94.7%加碼歷史
TTCToro CoCOM8,367$59.1 萬0.1%−1,717−17.0%減碼歷史
IBNIcici Bank LtdADR17,641$59.3 萬0.1%+17,641新進歷史
SAILSailPoint, Inc.COM26,082$59.6 萬0.1%−7,129−21.5%減碼歷史
SWKStanley Black & Decker, Inc.COM8,831$59.8 萬0.1%+8,831新進歷史
TRPTC Energy CorpCOM12,305$60.0 萬0.1%+12,305新進歷史
BCRXBiocryst Pharmaceuticals IncCOM67,158$60.2 萬0.1%+67,158新進歷史
AOSSmith A O CorpCOM9,203$60.3 萬0.1%−5,947−39.3%減碼歷史
LEUCentrus Energy CorpStock3,315$60.7 萬0.1%+3,315新進歷史
VERAVera Therapeutics, Inc.CL A25,860$60.9 萬0.1%+25,860新進歷史
PZZAPapa Johns International IncStock12,483$61.1 萬0.1%−5,779−31.6%減碼歷史
VLYValley National BancorpCOM69,308$61.9 萬0.2%+69,308新進歷史
LIILennox International IncCOM1,083$62.1 萬0.2%−273−20.1%減碼歷史
AAgilent Technologies, Inc.COM5,278$62.3 萬0.2%−4,286−44.8%減碼歷史
MBLYMobileye Global Inc.Stock34,753$62.5 萬0.2%+34,753新進歷史
TSSITSS, Inc.COM21,677$62.5 萬0.2%+21,677新進歷史
TTMITTM Technologies IncCOM15,333$62.6 萬0.2%+15,333新進歷史
FOXAFox CorpCL A COM11,191$62.7 萬0.2%+11,191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