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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
FITBFifth Third BancorpCOM15,254$62.7 萬0.2%+15,254新進歷史
UDRUDR, Inc.COM15,472$63.2 萬0.2%+15,472新進歷史
VGVenture Global, Inc.COM CL A40,802$63.6 萬0.2%−29,161−41.7%減碼歷史
URBNUrban Outfitters IncCOM8,774$63.6 萬0.2%−11,211−56.1%減碼歷史
AIC3.ai, Inc.Stock26,066$64.0 萬0.2%−2,743−9.5%減碼歷史
AESAES CorpStock61,476$64.7 萬0.2%+61,476新進歷史
IRENIREN LtdORDINARY SHARES44,389$64.7 萬0.2%+44,389新進歷史
PINCPremier, Inc.CL A29,572$64.9 萬0.2%+29,572新進歷史
RXRXRecursion Pharmaceuticals, Inc.CL A129,063$65.3 萬0.2%+129,063新進歷史
VORVor Biopharma Inc.COM403,859$65.4 萬0.2%+403,859新進歷史
FTVFortive CorpStock12,568$65.5 萬0.2%+3,771+42.9%加碼歷史
PIIPolaris Inc.Stock16,157$65.7 萬0.2%+16,157新進歷史
CBSHCommerce Bancshares IncStock10,671$66.3 萬0.2%+10,671新進歷史
DPZDominos Pizza IncCOM1,483$66.8 萬0.2%−940−38.8%減碼歷史
FRPTFreshpet, Inc.Stock9,925$67.5 萬0.2%+506+5.4%加碼歷史
CMGChipotle Mexican Grill IncCOM12,040$67.6 萬0.2%+12,040新進歷史
DOWDow Inc.Stock25,619$67.8 萬0.2%+25,619新進歷史
Tidal Tr II88636J253DEFIANCE DAILY T16,870$68.1 萬0.2%−38,076−69.3%減碼–
TFXTeleflex IncCOM5,760$68.2 萬0.2%+3,692+178.5%加碼歷史
ADMAAdma Biologics, Inc.COM37,816$68.9 萬0.2%+37,816新進歷史
OZKBank OZKCOM14,775$69.5 萬0.2%−8,746−37.2%減碼歷史
WSTWest Pharmaceutical Services IncCOM3,192$69.8 萬0.2%−360−10.1%減碼歷史
GLWCorning IncCOM13,334$70.1 萬0.2%+13,334新進歷史
AVGOBroadcom Inc.Stock2,544$70.1 萬0.2%−1,428−36.0%減碼歷史
CLSKCleanspark, Inc.COM NEW64,277$70.9 萬0.2%+64,277新進歷史
Direxion Shs ETF Tr25460G138DAILY 20+ YEAR T18,135$71.2 萬0.2%+18,135新進–
FCXFreeport-McMoran IncStock16,559$71.8 萬0.2%+16,559新進歷史
CCEPCoca-Cola Europacific Partners plcSHS7,774$72.1 萬0.2%+4,207+117.9%加碼歷史
MRNAModerna, Inc.Stock26,140$72.1 萬0.2%+26,140新進歷史
REGRegency Centers CorpCOM10,134$72.2 萬0.2%+10,134新進歷史
VOYGVoyager Technologies, Inc.COM CL A18,404$72.2 萬0.2%+18,404新進歷史
GMABGenmab A/SSPONSORED ADS35,077$72.5 萬0.2%+466+1.3%加碼歷史
CFCF Industries Holdings, Inc.COM7,915$72.8 萬0.2%+7,915新進歷史
SAROStandardAero, Inc.COM23,084$73.1 萬0.2%+23,084新進歷史
NXPINXP Semiconductors N.V.COM3,368$73.6 萬0.2%−3,168−48.5%減碼歷史
ZIMZIM Integrated Shipping Services Ltd.SHS45,773$73.6 萬0.2%+45,773新進歷史
VNOMViper Energy, Inc.COM19,394$73.9 萬0.2%−4,418−18.6%減碼歷史
MRXMarex Group LtdORD18,866$74.5 萬0.2%+18,866新進歷史
ELSEquity Lifestyle Properties IncCOM12,154$75.0 萬0.2%−4,358−26.4%減碼歷史
CGNXCognex CorpCOM23,689$75.1 萬0.2%−6,139−20.6%減碼歷史
AMCRAmcor plcORD82,044$75.4 萬0.2%+6,366+8.4%加碼歷史
FTDRFrontdoor, Inc.COM12,866$75.8 萬0.2%−9,514−42.5%減碼歷史
BALLBALL CorpCOM13,532$75.9 萬0.2%−6,465−32.3%減碼歷史
FCNFti Consulting, IncCOM4,728$76.4 萬0.2%+2,244+90.3%加碼歷史
RVMDRevolution Medicines, Inc.COM20,796$76.5 萬0.2%+20,796新進歷史
RGLDRoyal Gold IncStock4,309$76.6 萬0.2%+4,309新進歷史
AAPLApple Inc.Stock3,750$76.9 萬0.2%+3,750新進歷史
CVNACarvana Co.CL A2,291$77.2 萬0.2%+2,291新進歷史
AXTAAxalta Coating Systems Ltd.COM26,307$78.1 萬0.2%+26,307新進歷史
FSLRFirst Solar, Inc.Stock4,734$78.4 萬0.2%+4,734新進歷史
COSTCostco Wholesale CorpStock792$78.4 萬0.2%−547−40.9%減碼歷史
GRALGRAIL, Inc.COM15,283$78.6 萬0.2%−9,931−39.4%減碼歷史
LCIDLucid Group, Inc.COM374,723$79.1 萬0.2%−10,547−2.7%減碼歷史
FCNCAFirst Citizens Bancshares IncCL A405$79.2 萬0.2%+405新進歷史
AAONAaon, Inc.COM PAR $0.00410,786$79.5 萬0.2%+10,786新進歷史
ADCAgree Realty CorpCOM10,928$79.8 萬0.2%+10,928新進歷史
ABTAbbott LaboratoriesStock5,882$80.0 萬0.2%−1,855−24.0%減碼歷史
ALKAlaska Air Group, Inc.COM16,210$80.2 萬0.2%+7,661+89.6%加碼歷史
TDYTeledyne Technologies IncCOM1,575$80.7 萬0.2%+1,575新進歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS14,601$80.7 萬0.2%−9,067−38.3%減碼歷史
VISNVistance Networks, Inc.COM98,163$81.3 萬0.2%+98,163新進歷史
JBSJBS N.V.ADR55,886$81.6 萬0.2%+55,886新進歷史
DJTTrump Media & Technology Group Corp.Stock45,479$82.0 萬0.2%+45,479新進歷史
CAICaris Life Sciences, Inc.COM30,727$82.1 萬0.2%+30,727新進歷史
JPMJPMorgan Chase & CoStock2,840$82.3 萬0.2%+2,840新進歷史
PLNTPlanet Fitness, Inc.CL A7,592$82.8 萬0.2%+2,598+52.0%加碼歷史
UBERUber Technologies, IncStock8,900$83.0 萬0.2%+8,900新進歷史
MPWRMonolithic Power Systems, Inc.COM1,141$83.5 萬0.2%−587−34.0%減碼歷史
OKTAOkta, Inc.CL A8,370$83.7 萬0.2%−6,109−42.2%減碼歷史
NOWServiceNow, Inc.Stock819$84.2 萬0.2%+458+126.9%加碼歷史
COLMColumbia Sportswear CoCOM13,899$84.9 萬0.2%+1,779+14.7%加碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/999930,227$85.0 萬0.2%+30,227新進歷史
QCOMQualcomm IncStock5,345$85.1 萬0.2%+5,345新進歷史
GWREGuidewire Software, Inc.COM3,618$85.2 萬0.2%+3,618新進歷史
DSGXDescartes Systems Group IncCOM8,404$85.4 萬0.2%+275+3.4%加碼歷史
IDXXIDEXX Laboratories IncCOM1,596$85.6 萬0.2%−1,480−48.1%減碼歷史
INCYIncyte CorpCOM12,574$85.6 萬0.2%+12,574新進歷史
ABBVAbbVie Inc.Stock4,627$85.9 萬0.2%+4,627新進歷史
OSCROscar Health, Inc.CL A40,061$85.9 萬0.2%+12,282+44.2%加碼歷史
EEFTEuronet Worldwide, Inc.COM8,523$86.4 萬0.2%+8,523新進歷史
BEKEKE Holdings Inc.SPONSORED ADS48,883$86.7 萬0.2%+10,195+26.4%加碼歷史
FTAIFTAI Aviation Ltd.SHS7,549$86.8 萬0.2%+7,549新進歷史
AUAngloGold Ashanti PLCCOM SHS19,088$87.0 萬0.2%−6,465−25.3%減碼歷史
BWXTBWX Technologies, Inc.COM6,068$87.4 萬0.2%−3,515−36.7%減碼歷史
TAPMolson Coors Beverage CoCL B18,179$87.4 萬0.2%+18,179新進歷史
TROWPrice T Rowe Group IncStock9,063$87.5 萬0.2%+9,063新進歷史
CAGConagra Brands Inc.Stock42,728$87.5 萬0.2%+42,728新進歷史
LULUlululemon athletica inc.Stock3,697$87.8 萬0.2%−863−18.9%減碼歷史
ONBOld National BancorpStock41,160$87.8 萬0.2%+30,454+284.5%加碼歷史
INVHInvitation Homes Inc.COM26,809$87.9 萬0.2%+26,809新進歷史
CPBCAMPBELL'S CoCOM28,729$88.1 萬0.2%+28,729新進歷史
ROLRollins IncCOM15,617$88.1 萬0.2%+9,340+148.8%加碼歷史
CWANClearwater Analytics Holdings, Inc.CL A40,292$88.4 萬0.2%+40,292新進歷史
VSXYVictoria's Secret & Co.COMMON STOCK47,868$88.7 萬0.2%+11,197+30.5%加碼歷史
HCAHCA Healthcare, Inc.COM2,316$88.7 萬0.2%+2,316新進歷史
IRIngersoll Rand Inc.COM10,684$88.9 萬0.2%+10,684新進歷史
AVTRAvantor, Inc.COM66,163$89.1 萬0.2%+66,163新進歷史
NXTNextpower Inc.Stock16,394$89.1 萬0.2%+16,394新進歷史
STXSeagate Technology Holdings plcORD SHS6,177$89.2 萬0.2%+6,177新進歷史
COINCoinbase Global, Inc.COM CL A2,546$89.2 萬0.2%−1,481−36.8%減碼歷史

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