Scientech Research LLC
- SEC CIK
- 0002011556
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 550
- 較 2025 年第 2 季 −22
- 總值
- $2.87 億
- 較 2025 年第 2 季 −$1.22 億 (−29.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CSLCarlisle Companies Inc | COM | 2,847 | $93.7 萬 | 0.3% | +2,847 | 新進 | 歷史 |
| SANMSanmina Corp | COM | 8,180 | $94.2 萬 | 0.3% | +8,180 | 新進 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 31,305 | $94.2 萬 | 0.3% | +25,186+411.6% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 4,008 | $94.2 萬 | 0.3% | +4,008 | 新進 | 歷史 |
| DEDeere & Co | Stock | 2,133 | $97.5 萬 | 0.3% | +195+10.1% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 2,027 | $99.6 萬 | 0.3% | +2,027 | 新進 | 歷史 |
| CHRDChord Energy Corp | COM NEW | 10,070 | $100.1 萬 | 0.3% | +10,070 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,578 | $101.0 萬 | 0.4% | +2,578 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,090 | $101.7 萬 | 0.4% | +1,394+200.3% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 2,448 | $104.3 萬 | 0.4% | +132+5.7% | 加碼 | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 177,106 | $106.6 萬 | 0.4% | +152,677+625.0% | 加碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 9,963 | $108.4 萬 | 0.4% | +9,963 | 新進 | 歷史 |
| EATBrinker International, Inc | Stock | 8,573 | $108.6 萬 | 0.4% | +5,837+213.3% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 19,624 | $108.9 萬 | 0.4% | +19,624 | 新進 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 5,101 | $109.5 萬 | 0.4% | +5,101 | 新進 | 歷史 |
| SBACSba Communications Corp | CL A | 5,674 | $109.7 萬 | 0.4% | +5,674 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,187 | $110.0 萬 | 0.4% | +3,187 | 新進 | 歷史 |
| NNENano Nuclear Energy Inc. | COM | 28,871 | $111.3 萬 | 0.4% | +28,871 | 新進 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 6,573 | $114.5 萬 | 0.4% | −694−9.6% | 減碼 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 7,955 | $115.2 萬 | 0.4% | −2,081−20.7% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 6,988 | $116.6 萬 | 0.4% | +6,988 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,150 | $127.6 萬 | 0.4% | +641+25.5% | 加碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 4,729 | $128.6 萬 | 0.4% | +4,729 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 1,908 | $130.3 萬 | 0.5% | +32+1.7% | 加碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 15,497 | $131.1 萬 | 0.5% | +15,497 | 新進 | 歷史 |
| LULUlululemon athletica inc. | Stock | 7,373 | $131.2 萬 | 0.5% | +3,676+99.4% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 3,147 | $131.9 萬 | 0.5% | −3,004−48.8% | 減碼 | 歷史 |
| WULFTerawulf Inc. | COM | 116,324 | $132.8 萬 | 0.5% | +116,324 | 新進 | 歷史 |
| NTRANatera, Inc. | COM | 8,267 | $133.1 萬 | 0.5% | −1,573−16.0% | 減碼 | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 9,739 | $133.3 萬 | 0.5% | +9,739 | 新進 | 歷史 |
| VRSNVerisign Inc | COM | 4,777 | $133.6 萬 | 0.5% | +4,777 | 新進 | 歷史 |
| ROPRoper Technologies Inc | Stock | 2,733 | $136.3 萬 | 0.5% | +2,129+352.5% | 加碼 | 歷史 |
| PTCPTC Inc. | Stock | 6,907 | $140.2 萬 | 0.5% | +6,907 | 新進 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 4,166 | $141.5 萬 | 0.5% | −1,518−26.7% | 減碼 | 歷史 |
| AGFirst Majestic Silver Corp | COM | 116,876 | $143.6 萬 | 0.5% | +48,995+72.2% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,127 | $145.6 萬 | 0.5% | +1,070+35.0% | 加碼 | 歷史 |
| Graniteshares ETF Tr38747R827 | 1.5X LNG NVDA DL | 15,583 | $145.9 萬 | 0.5% | +15,583 | 新進 | – |
| HOODRobinhood Markets, Inc. | Stock | 10,554 | $151.1 萬 | 0.5% | −10,408−49.7% | 減碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 5,091 | $151.3 萬 | 0.5% | +5,091 | 新進 | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 493,744 | $154.0 萬 | 0.5% | +462,727+1,491.8% | 加碼 | 歷史 |
| PODDInsulet Corp | Stock | 5,020 | $155.0 萬 | 0.5% | +2,015+67.1% | 加碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 5,465 | $169.6 萬 | 0.6% | +5,465 | 新進 | 歷史 |
| QUREuniQure N.V. | SHS | 29,295 | $171.0 萬 | 0.6% | +29,295 | 新進 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 1,010,302 | $174.8 萬 | 0.6% | +1,010,302 | 新進 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 3,872 | $176.6 萬 | 0.6% | +3,872 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 3,200 | $179.9 萬 | 0.6% | +1,357+73.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,544 | $194.1 萬 | 0.7% | +2,544 | 新進 | 歷史 |
| APPAppLovin Corp | COM CL A | 2,725 | $195.8 萬 | 0.7% | −2,924−51.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,654 | $198.8 萬 | 0.7% | +10,654 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,232 | $219.2 萬 | 0.8% | −2,263−34.8% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（369 檔）
2025 年第 2 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 369 檔。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ZSZscaler, Inc. | Stock | 10,371 | $325.6 萬 | 0.8% | 歷史 |
| COFCapital One Financial Corp | Stock | 13,257 | $282.1 萬 | 0.7% | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 27,642 | $278.2 萬 | 0.7% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,856 | $268.5 萬 | 0.7% | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 11,000 | $267.1 萬 | 0.7% | 歷史 |
| IONQIonQ, Inc. | COM | 61,932 | $266.1 萬 | 0.7% | 歷史 |
| WINGWingstop Inc. | COM | 7,871 | $265.0 萬 | 0.6% | 歷史 |
| NFLXNetflix Inc | Stock | 1,766 | $236.5 萬 | 0.6% | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 7,837 | $218.6 萬 | 0.5% | – |
| FICOFair Isaac Corp | COM | 1,181 | $215.9 萬 | 0.5% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,864 | $211.4 萬 | 0.5% | 歷史 |
| AVAVAeroVironment Inc | COM | 7,289 | $207.7 萬 | 0.5% | 歷史 |
| ZTSZoetis Inc. | Stock | 12,873 | $200.8 萬 | 0.5% | 歷史 |
| EQIXEquinix Inc | COM | 2,414 | $192.0 萬 | 0.5% | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 100,170 | $182.4 萬 | 0.4% | 歷史 |
| AITApplied Industrial Technologies Inc | COM | 7,718 | $179.4 萬 | 0.4% | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,043 | $172.4 萬 | 0.4% | 歷史 |
| RKLBRocket Lab Corp | COM | 46,850 | $167.6 萬 | 0.4% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,280 | $167.1 萬 | 0.4% | 歷史 |
| BHFBrighthouse Financial, Inc. | COM | 30,946 | $166.4 萬 | 0.4% | 歷史 |
| HLNEHamilton Lane INC | CL A | 11,484 | $163.2 萬 | 0.4% | 歷史 |
| NDSNNordson Corp | COM | 7,364 | $157.9 萬 | 0.4% | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 4,931 | $157.9 萬 | 0.4% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 3,664 | $154.1 萬 | 0.4% | 歷史 |
| SOUNSoundhound AI, Inc. | CLASS A COM | 143,114 | $153.6 萬 | 0.4% | 歷史 |
| FDXFedEx Corp | Stock | 6,719 | $152.7 萬 | 0.4% | 歷史 |
| PGRProgressive Corp | Stock | 5,623 | $150.1 萬 | 0.4% | 歷史 |
| TELTE Connectivity plc | Stock | 8,730 | $147.2 萬 | 0.4% | 歷史 |
| CASYCaseys General Stores Inc | COM | 2,665 | $136.0 萬 | 0.3% | 歷史 |
| AMEAmetek Inc | COM | 7,513 | $136.0 萬 | 0.3% | 歷史 |
| DHRDanaher Corp | Stock | 6,746 | $133.3 萬 | 0.3% | 歷史 |
| DAVEDave Inc. | CLASS A COM NEW | 4,882 | $131.0 萬 | 0.3% | 歷史 |
| STLDSteel Dynamics Inc | COM | 10,181 | $130.3 萬 | 0.3% | 歷史 |
| CRSCarpenter Technology Corp | COM | 4,620 | $127.7 萬 | 0.3% | 歷史 |
| PLUGPlug Power Inc | Stock | 831,235 | $123.9 萬 | 0.3% | 歷史 |
| ACNAccenture plc | Stock | 4,122 | $123.2 萬 | 0.3% | 歷史 |
| JCIJohnson Controls International plc | Stock | 11,598 | $122.5 萬 | 0.3% | 歷史 |
| RPMRPM International Inc | COM | 11,111 | $122.0 萬 | 0.3% | 歷史 |
| MSTRStrategy Inc | Stock | 2,955 | $119.5 萬 | 0.3% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 5,325 | $117.8 萬 | 0.3% | 歷史 |
| CRCLCircle Internet Group, Inc. | COM CL A | 6,441 | $116.8 萬 | 0.3% | 歷史 |
| Invesco Exch Traded FD Tr II46138G888 | SHORT TERM ETF | 10,910 | $115.1 萬 | 0.3% | – |
| ITGartner Inc | COM | 2,839 | $114.8 萬 | 0.3% | 歷史 |
| ESTCElastic N.V. | ORD SHS | 13,583 | $114.5 萬 | 0.3% | 歷史 |
| NDAQNasdaq, Inc. | COM | 12,559 | $112.3 萬 | 0.3% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 20,133 | $110.7 萬 | 0.3% | 歷史 |
| SNXTD Synnex Corp | COM | 8,146 | $110.5 萬 | 0.3% | 歷史 |
| QUBTQuantum Computing Inc. | COM | 57,078 | $109.4 萬 | 0.3% | 歷史 |
| EFXEquifax Inc | COM | 4,192 | $108.7 萬 | 0.3% | 歷史 |
| ATIAti Inc | Stock | 12,543 | $108.3 萬 | 0.3% | 歷史 |
| ENTGEntegris Inc | COM | 13,381 | $107.9 萬 | 0.3% | 歷史 |
| NTESNetEase, Inc. | SPONSORED ADS | 7,911 | $106.5 萬 | 0.3% | 歷史 |
| ETOReToro Group Ltd. | SHS CL A | 15,915 | $106.0 萬 | 0.3% | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 5,622 | $105.4 萬 | 0.3% | 歷史 |
| PEGAPegasystems Inc | COM | 19,144 | $103.6 萬 | 0.3% | 歷史 |
| EXELExelixis, Inc. | COM | 23,396 | $103.1 萬 | 0.3% | 歷史 |
| WMWaste Management Inc | Stock | 4,482 | $102.6 萬 | 0.3% | 歷史 |
| ROSTRoss Stores, Inc. | COM | 7,989 | $101.9 萬 | 0.2% | 歷史 |
| ORCLOracle Corp | Stock | 4,657 | $101.8 萬 | 0.2% | 歷史 |
| ETSYEtsy Inc | COM | 20,244 | $101.5 萬 | 0.2% | 歷史 |
| EBAYeBay Inc | COM | 13,481 | $100.4 萬 | 0.2% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 2,459 | $100.1 萬 | 0.2% | – |
| ALVAutoliv Inc | COM | 8,901 | $99.6 萬 | 0.2% | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 6,465 | $99.5 萬 | 0.2% | 歷史 |
| EQTEQT Corp | Stock | 16,943 | $98.8 萬 | 0.2% | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,861 | $98.5 萬 | 0.2% | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 254,312 | $98.4 萬 | 0.2% | 歷史 |
| CAHCardinal Health Inc | Stock | 5,828 | $97.9 萬 | 0.2% | 歷史 |
| FLEXFlex Ltd. | Stock | 19,340 | $96.5 萬 | 0.2% | 歷史 |
| PCGPG&E Corp | Stock | 68,574 | $95.6 萬 | 0.2% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 24,026 | $95.3 萬 | 0.2% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 2,012 | $94.1 萬 | 0.2% | 歷史 |
| SBUXStarbucks Corp | Stock | 10,268 | $94.1 萬 | 0.2% | 歷史 |
| SAIASaia Inc | COM | 3,427 | $93.9 萬 | 0.2% | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 20,004 | $93.4 萬 | 0.2% | 歷史 |
| VSATViasat Inc | COM | 63,883 | $93.3 萬 | 0.2% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 11,909 | $92.9 萬 | 0.2% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,307 | $92.5 萬 | 0.2% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 10,094 | $92.1 萬 | 0.2% | 歷史 |
| TERTeradyne, Inc | Stock | 10,227 | $92.0 萬 | 0.2% | 歷史 |
| FEFirstenergy Corp | COM | 22,817 | $91.9 萬 | 0.2% | 歷史 |
| CNMCore & Main, Inc. | CL A | 15,129 | $91.3 萬 | 0.2% | 歷史 |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 39,622 | $91.0 萬 | 0.2% | 歷史 |
| BOXBox Inc | CL A | 26,544 | $90.7 萬 | 0.2% | 歷史 |
| USBUS Bancorp DE | COM NEW | 19,955 | $90.3 萬 | 0.2% | 歷史 |
| DRIDarden Restaurants Inc | COM | 4,142 | $90.3 萬 | 0.2% | 歷史 |
| SSentinelOne, Inc. | CL A | 49,355 | $90.2 萬 | 0.2% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 8,694 | $90.2 萬 | 0.2% | 歷史 |
| APHAmphenol Corp | CL A | 9,123 | $90.1 萬 | 0.2% | 歷史 |
| RUNSunrun Inc. | COM | 109,811 | $89.8 萬 | 0.2% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 12,463 | $89.7 萬 | 0.2% | 歷史 |
| GSKGSK plc | ADR | 23,339 | $89.6 萬 | 0.2% | 歷史 |
| UHSUniversal Health Services Inc | CL B | 4,945 | $89.6 萬 | 0.2% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 2,546 | $89.2 萬 | 0.2% | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 6,177 | $89.2 萬 | 0.2% | 歷史 |
| IRIngersoll Rand Inc. | COM | 10,684 | $88.9 萬 | 0.2% | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 47,868 | $88.7 萬 | 0.2% | 歷史 |
| ONBOld National Bancorp | Stock | 41,160 | $87.8 萬 | 0.2% | 歷史 |
| CAGConagra Brands Inc. | Stock | 42,728 | $87.5 萬 | 0.2% | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 9,063 | $87.5 萬 | 0.2% | 歷史 |