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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
KMXCarMax IncCOM13,294$89.3 萬0.2%+13,294新進歷史
UHSUniversal Health Services IncCL B4,945$89.6 萬0.2%+4,945新進歷史
GSKGSK plcADR23,339$89.6 萬0.2%+23,339新進歷史
TTDTrade Desk, Inc.Stock12,463$89.7 萬0.2%−3,523−22.0%減碼歷史
RUNSunrun Inc.COM109,811$89.8 萬0.2%+12,394+12.7%加碼歷史
TEAMAtlassian CorpCL A4,425$89.9 萬0.2%+4,425新進歷史
MCDMcDonalds CorpStock3,079$90.0 萬0.2%+3,079新進歷史
APHAmphenol CorpCL A9,123$90.1 萬0.2%+9,123新進歷史
PTENPatterson Uti Energy IncCOM151,931$90.1 萬0.2%+151,931新進歷史
AMRZAmrize LtdSHS18,194$90.2 萬0.2%+18,194新進歷史
BSXBoston Scientific CorpStock8,395$90.2 萬0.2%+6,254+292.1%加碼歷史
EDConsolidated Edison IncStock8,986$90.2 萬0.2%+8,986新進歷史
AEPAmerican Electric Power Co IncStock8,694$90.2 萬0.2%+8,694新進歷史
SSentinelOne, Inc.CL A49,355$90.2 萬0.2%+49,355新進歷史
FISVFiserv IncStock5,233$90.2 萬0.2%+2,965+130.7%加碼歷史
DRIDarden Restaurants IncCOM4,142$90.3 萬0.2%+4,142新進歷史
USBUS Bancorp DECOM NEW19,955$90.3 萬0.2%+19,955新進歷史
PNWPinnacle West Capital CorpCOM10,107$90.4 萬0.2%+10,107新進歷史
EMNEastman Chemical CoStock12,144$90.7 萬0.2%+12,144新進歷史
BOXBox IncCL A26,544$90.7 萬0.2%+26,544新進歷史
SIRISirius XM Holdings Inc.COMMON STOCK39,622$91.0 萬0.2%+39,622新進歷史
CNMCore & Main, Inc.CL A15,129$91.3 萬0.2%+15,129新進歷史
NRGNRG Energy, Inc.Stock5,686$91.3 萬0.2%−3,880−40.6%減碼歷史
MRVLMarvell Technology, Inc.COM11,828$91.5 萬0.2%+11,828新進歷史
BRBRBellring Brands, Inc.Stock15,806$91.6 萬0.2%+15,806新進歷史
EOSEEos Energy Enterprises, Inc.COM CL A178,963$91.6 萬0.2%+178,963新進歷史
RHRHCOM4,850$91.7 萬0.2%+1,018+26.6%加碼歷史
FEFirstenergy CorpCOM22,817$91.9 萬0.2%+22,817新進歷史
TERTeradyne, IncStock10,227$92.0 萬0.2%+10,227新進歷史
HDHome Depot, Inc.Stock2,509$92.0 萬0.2%−236−8.6%減碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock10,094$92.1 萬0.2%+10,094新進歷史
AAAlcoa CorpStock31,226$92.1 萬0.2%+31,226新進歷史
NENoble Corp plcORD SHS A34,713$92.2 萬0.2%+20,262+140.2%加碼歷史
GSGoldman Sachs Group IncStock1,307$92.5 萬0.2%−890−40.5%減碼歷史
CPRTCopart IncCOM18,919$92.8 萬0.2%+18,919新進歷史
CTSHCognizant Technology Solutions CorpCL A11,909$92.9 萬0.2%+11,909新進歷史
VSATViasat IncCOM63,883$93.3 萬0.2%−12,713−16.6%減碼歷史
CIVICivitas Resources, Inc.EQUITY US CM33,904$93.3 萬0.2%+9,368+38.2%加碼歷史
GLPIGaming & Leisure Properties, Inc.COM20,004$93.4 萬0.2%+20,004新進歷史
BNYBank of New York Mellon CorpStock10,250$93.4 萬0.2%+10,250新進歷史
GNTXGentex CorpCOM42,687$93.9 萬0.2%+42,687新進歷史
SAIASaia IncCOM3,427$93.9 萬0.2%+3,427新進歷史
SBUXStarbucks CorpStock10,268$94.1 萬0.2%+10,268新進歷史
ULTAUlta Beauty, Inc.Stock2,012$94.1 萬0.2%+2,012新進歷史
PODDInsulet CorpStock3,005$94.4 萬0.2%+3,005新進歷史
ENPHEnphase Energy, Inc.Stock24,026$95.3 萬0.2%+24,026新進歷史
PCGPG&E CorpStock68,574$95.6 萬0.2%+68,574新進歷史
OWLBlue Owl Capital Inc.COM CL A49,820$95.7 萬0.2%+49,820新進歷史
ARAntero Resources CorpCOM23,776$95.8 萬0.2%+23,776新進歷史
AXONAxon Enterprise, Inc.COM1,157$95.8 萬0.2%+1,157新進歷史
FLEXFlex Ltd.Stock19,340$96.5 萬0.2%+8,360+76.1%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM1,843$96.8 萬0.2%−65−3.4%減碼歷史
PBFPBF Energy Inc.CL A44,833$97.2 萬0.2%+12,308+37.8%加碼歷史
SYMSymbotic Inc.Stock25,166$97.8 萬0.2%+25,166新進歷史
CAHCardinal Health IncStock5,828$97.9 萬0.2%+5,828新進歷史
ALTAltimmune, Inc.COM NEW254,312$98.4 萬0.2%+254,312新進歷史
JBHTHunt J B Transport Services IncCOM6,861$98.5 萬0.2%−3,541−34.0%減碼歷史
DEDeere & CoStock1,938$98.5 萬0.2%+421+27.8%加碼歷史
TTTrane Technologies plcSHS2,254$98.6 萬0.2%+1,636+264.7%加碼歷史
EQTEQT CorpStock16,943$98.8 萬0.2%+11,837+231.8%加碼歷史
TMOThermo Fisher Scientific Inc.Stock2,446$99.2 萬0.2%−2,676−52.2%減碼歷史
IRTCiRhythm Holdings, Inc.COM6,465$99.5 萬0.2%−40−0.6%減碼歷史
ALVAutoliv IncCOM8,901$99.6 萬0.2%+4,950+125.3%加碼歷史
ACGLArch Capital Group Ltd.Stock10,946$99.7 萬0.2%+1,494+15.8%加碼歷史
Cyberark Software LtdM2682V108SHS2,459$100.1 萬0.2%+2,459新進–
EBAYeBay IncCOM13,481$100.4 萬0.2%+13,481新進歷史
GPIGroup 1 Automotive IncCOM2,310$100.9 萬0.2%+1,622+235.8%加碼歷史
THCTenet Healthcare CorpCOM NEW5,748$101.2 萬0.2%+5,748新進歷史
ETSYEtsy IncCOM20,244$101.5 萬0.2%+20,244新進歷史
ORCLOracle CorpStock4,657$101.8 萬0.2%−12,973−73.6%減碼歷史
LYBLyondellBasell Industries N.V.SHS - A -17,608$101.9 萬0.2%+5,483+45.2%加碼歷史
ROSTRoss Stores, Inc.COM7,989$101.9 萬0.2%+7,989新進歷史
DECKDeckers Outdoor CorpCOM9,920$102.2 萬0.2%+9,920新進歷史
WMWaste Management IncStock4,482$102.6 萬0.3%+4,482新進歷史
SNAPSnap IncStock118,074$102.6 萬0.3%+118,074新進歷史
TJXTJX Companies IncStock8,324$102.8 萬0.3%+8,324新進歷史
HSTHost Hotels & Resorts, Inc.COM67,068$103.0 萬0.3%+32,500+94.0%加碼歷史
EXELExelixis, Inc.COM23,396$103.1 萬0.3%−1,255−5.1%減碼歷史
PEGAPegasystems IncCOM19,144$103.6 萬0.3%+13,223+223.3%加碼歷史
CNCCentene CorpStock19,308$104.8 萬0.3%+15,704+435.7%加碼歷史
INODInnodata IncCOM NEW20,549$105.3 萬0.3%−12,758−38.3%減碼歷史
TXRHTexas Roadhouse, Inc.COM5,622$105.4 萬0.3%+1,328+30.9%加碼歷史
ETOReToro Group Ltd.SHS CL A15,915$106.0 萬0.3%+15,915新進歷史
NTESNetEase, Inc.SPONSORED ADS7,911$106.5 萬0.3%+7,911新進歷史
LSCCLattice Semiconductor CorpCOM21,867$107.1 萬0.3%+11,931+120.1%加碼歷史
ENTGEntegris IncCOM13,381$107.9 萬0.3%+13,381新進歷史
ATIAti IncStock12,543$108.3 萬0.3%+12,543新進歷史
EFXEquifax IncCOM4,192$108.7 萬0.3%+4,192新進歷史
QUBTQuantum Computing Inc.COM57,078$109.4 萬0.3%+57,078新進歷史
RHIRobert Half Inc.COM26,769$109.9 萬0.3%+14,620+120.3%加碼歷史
NKENIKE, Inc.Stock15,514$110.2 萬0.3%+15,514新進歷史
SNXTD Synnex CorpCOM8,146$110.5 萬0.3%+8,146新進歷史
BMRNBiomarin Pharmaceutical IncCOM20,133$110.7 萬0.3%+16,547+461.4%加碼歷史
CLFCleveland-Cliffs Inc.COM147,397$112.0 萬0.3%+50,761+52.5%加碼歷史
NDAQNasdaq, Inc.COM12,559$112.3 萬0.3%+1,315+11.7%加碼歷史
GDDYGoDaddy Inc.CL A6,340$114.2 萬0.3%+6,340新進歷史
ESTCElastic N.V.ORD SHS13,583$114.5 萬0.3%+3,717+37.7%加碼歷史
ITGartner IncCOM2,839$114.8 萬0.3%+933+49.0%加碼歷史
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF10,910$115.1 萬0.3%+10,910新進–
DUOLDuolingo, Inc.CL A COM2,837$116.3 萬0.3%+2,837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