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Scientech Research LLC

SEC CIK
0002011556
最新申報
2026/8/14

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/2/17 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
479
較 2025 年第 3 季 −71
總值
$1.59 億
較 2025 年第 3 季 −$1.28 億 (−44.6%)
申報日
2026/2/17
SEC
Scientech Research LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ONDSOndas Inc.COM NEW197,387$192.6 萬1.2%+197,387新進歷史
DPZDominos Pizza IncCOM3,364$140.2 萬0.9%+1,950+137.9%加碼歷史
AMDAdvanced Micro Devices IncStock6,371$136.4 萬0.9%+6,371新進歷史
MDLNMedline Inc.COM CL A30,352$127.5 萬0.8%+30,352新進歷史
APPAppLovin CorpCOM CL A1,837$123.8 萬0.8%−888−32.6%減碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/999939,725$121.3 萬0.8%+39,725新進歷史
NOCNorthrop Grumman CorpStock2,040$116.3 萬0.7%+2,040新進歷史
GEVGE Vernova Inc.Stock1,719$112.3 萬0.7%+872+103.0%加碼歷史
RAREUltragenyx Pharmaceutical Inc.COM48,032$110.5 萬0.7%+16,727+53.4%加碼歷史
DYDycom Industries IncCOM3,265$110.3 萬0.7%+3,265新進歷史
MPWRMonolithic Power Systems, Inc.COM1,208$109.5 萬0.7%+1,208新進歷史
RRRichtech Robotics Inc.CL B335,819$108.5 萬0.7%+198,876+145.2%加碼歷史
ISRGIntuitive Surgical IncCOM NEW1,886$106.8 萬0.7%+61+3.3%加碼歷史
FFIVF5, Inc.Stock3,984$101.7 萬0.6%+3,354+532.4%加碼歷史
MDBMongoDB, Inc.CL A2,390$100.3 萬0.6%−3,075−56.3%減碼歷史
FLNCFluence Energy, Inc.COM CL A50,112$99.1 萬0.6%+34,662+224.3%加碼歷史
ANFAbercrombie & Fitch CoCL A7,758$97.6 萬0.6%+7,758新進歷史
CENXCentury Aluminum CoCOM24,680$96.7 萬0.6%+7,020+39.8%加碼歷史
PLABPhotronics IncCOM29,575$94.6 萬0.6%+29,575新進歷史
DUOLDuolingo, Inc.CL A COM5,385$94.5 萬0.6%+3,720+223.4%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR3,090$93.9 萬0.6%+3,090新進歷史
SIDUSidus Space Inc.CL A COM NEW289,382$90.9 萬0.6%+289,382新進歷史
UTHRUnited Therapeutics CorpCOM1,855$90.4 萬0.6%−1,292−41.1%減碼歷史
LITELumentum Holdings Inc.COM2,443$90.0 萬0.6%+2,443新進歷史
NEMNEWMONT CorpStock8,972$89.6 萬0.6%+8,972新進歷史
IDXXIDEXX Laboratories IncCOM1,293$87.5 萬0.6%+1,293新進歷史
AZOAutoZone IncCOM257$87.2 萬0.5%+257新進歷史
SPYSPDR S&P 500 ETF TrustETF1,258$85.8 萬0.5%+429+51.7%加碼歷史
COSTCostco Wholesale CorpStock993$85.6 萬0.5%+993新進歷史
PSAPublic StorageCOM3,277$85.0 萬0.5%+3,277新進歷史
SPOTSpotify Technology S.A.Stock1,456$84.6 萬0.5%+1,141+362.2%加碼歷史
RKLBRocket Lab CorpCOM11,803$82.3 萬0.5%+11,803新進歷史
MSFTMicrosoft CorpStock1,631$78.9 萬0.5%−2,601−61.5%減碼歷史
AONAon plcCL A2,235$78.9 萬0.5%+1,075+92.7%加碼歷史
CEGConstellation Energy CorpStock2,232$78.8 萬0.5%+1,209+118.2%加碼歷史
ECHOEchoStar CORPCL A7,203$78.3 萬0.5%+3,870+116.1%加碼歷史
GDGeneral Dynamics CorpStock2,315$77.9 萬0.5%+2,315新進歷史
ProShares Tr74347X831ULTRAPRO QQQ14,753$77.8 萬0.5%+14,753新進–
Amplify ETF Tr032108649AMPLIFY JUNIOR S27,480$76.0 萬0.5%+27,480新進–
AXTIAxt IncCOM45,907$75.1 萬0.5%+45,907新進歷史
SPGIS&P Global Inc.Stock1,434$74.9 萬0.5%−656−31.4%減碼歷史
AVBAvalonbay Communities IncCOM4,082$74.0 萬0.5%+4,082新進歷史
KNSLKinsale Capital Group, Inc.Stock1,882$73.6 萬0.5%+1,882新進歷史
AGXArgan IncStock2,330$73.0 萬0.5%+1,571+207.0%加碼歷史
RSGRepublic Services, Inc.COM3,381$71.7 萬0.5%+596+21.4%加碼歷史
NKENIKE, Inc.Stock11,123$70.9 萬0.4%+5,520+98.5%加碼歷史
ETNEaton Corp plcStock2,220$70.7 萬0.4%+2,220新進歷史
RACEFerrari N.V.COM1,889$69.8 萬0.4%+1,889新進歷史
CVCOCavco Industries, Inc.COM1,170$69.1 萬0.4%+1,170新進歷史
GPIGroup 1 Automotive IncCOM1,757$69.1 萬0.4%+309+21.3%加碼歷史
VMCVulcan Materials COCOM2,419$69.0 萬0.4%+2,419新進歷史
HYMCHycroft Mining Holding CorpCL A NEW28,076$66.7 萬0.4%+28,076新進歷史
AXSMAxsome Therapeutics, Inc.COM3,593$65.6 萬0.4%+3,593新進歷史
FSLRFirst Solar, Inc.Stock2,497$65.2 萬0.4%+2,497新進歷史
CBOECboe Global Markets, Inc.COM2,560$64.3 萬0.4%+2,560新進歷史
PLPlanet Labs PBCCOM CL A32,572$64.2 萬0.4%+32,572新進歷史
HDHome Depot, Inc.Stock1,861$64.0 萬0.4%−1,289−40.9%減碼歷史
HIMSHims & Hers Health, Inc.Stock19,031$61.8 萬0.4%+19,031新進歷史
PODDInsulet CorpStock2,143$60.9 萬0.4%−2,877−57.3%減碼歷史
AAAlcoa CorpStock11,193$59.5 萬0.4%−1,307−10.5%減碼歷史
HIGHartford Insurance Group, Inc.Stock4,190$57.7 萬0.4%+1,741+71.1%加碼歷史
IOVAIovance Biotherapeutics, Inc.COM211,477$57.7 萬0.4%+211,477新進歷史
SPXCSPX Technologies, Inc.COM2,881$57.6 萬0.4%+2,881新進歷史
POOLPool CorpCOM2,515$57.5 萬0.4%+1,533+156.1%加碼歷史
KYMRKymera Therapeutics, Inc.COM7,379$57.4 萬0.4%+7,379新進歷史
LIILennox International IncCOM1,181$57.3 萬0.4%+602+104.0%加碼歷史
SPHRSphere Entertainment Co.CL A6,022$57.3 萬0.4%+6,022新進歷史
EXPEagle Materials IncCOM2,738$56.6 萬0.4%+2,738新進歷史
SFMSprouts Farmers Market, Inc.COM7,072$56.3 萬0.4%−2,891−29.0%減碼歷史
EHCEncompass Health CorpCOM5,306$56.3 萬0.4%+5,306新進歷史
QSQuantumScape CorpCOM CL A54,046$56.3 萬0.4%+54,046新進歷史
CAVACava Group, Inc.COM9,568$56.2 萬0.4%−2,487−20.6%減碼歷史
SERVServe Robotics Inc.COM54,095$56.2 萬0.4%+54,095新進歷史
NVMINova Ltd.COM1,689$55.5 萬0.3%+1,689新進歷史
UNHUnitedHealth Group IncStock1,665$55.0 萬0.3%−1,522−47.8%減碼歷史
CASYCaseys General Stores IncCOM989$54.7 萬0.3%+989新進歷史
NBIXNeurocrine Biosciences IncStock3,848$54.6 萬0.3%+3,848新進歷史
ZBRAZebra Technologies CorpCL A2,231$54.2 萬0.3%−2,860−56.2%減碼歷史
FDSFactset Research Systems IncStock1,858$53.9 萬0.3%+1,858新進歷史
ADIAnalog Devices IncStock1,974$53.5 萬0.3%−84−4.1%減碼歷史
AMPAmeriprise Financial IncCOM1,087$53.3 萬0.3%−940−46.4%減碼歷史
ORCLOracle CorpStock2,730$53.2 萬0.3%+2,730新進歷史
CMECME Group Inc.COM1,928$52.6 萬0.3%+786+68.8%加碼歷史
CDNSCadence Design Systems IncStock1,659$51.9 萬0.3%−742−30.9%減碼歷史
ABTCAmerican Bitcoin Corp.COM CL A304,532$51.8 萬0.3%+304,532新進歷史
IVVDInvivyd, Inc.COM209,331$51.7 萬0.3%+195,285+1,390.3%加碼歷史
GDDYGoDaddy Inc.CL A4,158$51.6 萬0.3%+297+7.7%加碼歷史
NUAINew ERA Energy & Digital, Inc.COM176,057$51.6 萬0.3%+176,057新進歷史
CSLCarlisle Companies IncCOM1,592$50.9 萬0.3%−1,255−44.1%減碼歷史
ALGNAlign Technology IncCOM3,240$50.6 萬0.3%−920−22.1%減碼歷史
PALIPalisade Bio, Inc.COM211,441$49.7 萬0.3%+211,441新進歷史
ESLTElbit Systems LtdStock843$48.7 萬0.3%+843新進歷史
ASMLASML Holding NVADR454$48.6 萬0.3%+454新進歷史
CORTCorcept Therapeutics IncCOM13,915$48.4 萬0.3%+13,915新進歷史
LPTHLightpath Technologies IncCOM CL A44,775$48.4 萬0.3%+27,768+163.3%加碼歷史
HLIHoulihan Lokey, Inc.CL A2,771$48.3 萬0.3%+2,771新進歷史
CBRECbre Group, Inc.CL A2,966$47.7 萬0.3%+2,966新進歷史
PACBPacific Biosciences of California, Inc.COM252,887$47.3 萬0.3%+252,887新進歷史
LHLabcorp Holdings Inc.Stock1,873$47.0 萬0.3%+1,873新進歷史
RIVNRivian Automotive, Inc.Stock23,741$46.8 萬0.3%−4,562−16.1%減碼歷史

2025 年第 3 季之後清倉(409 檔)

2025 年第 3 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 409 檔。

Scientech Research LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
NVDANVIDIA CorpStock10,654$198.8 萬0.7%歷史
LLYEli Lilly & CoStock2,544$194.1 萬0.7%歷史
REGNRegeneron Pharmaceuticals, Inc.COM3,200$179.9 萬0.6%歷史
TLRYTilray Brands, Inc.COM CL 21,010,302$174.8 萬0.6%歷史
HOODRobinhood Markets, Inc.Stock10,554$151.1 萬0.5%歷史
Graniteshares ETF Tr38747R8271.5X LNG NVDA DL15,583$145.9 萬0.5%–
AGFirst Majestic Silver CorpCOM116,876$143.6 萬0.5%歷史
ROPRoper Technologies IncStock2,733$136.3 萬0.5%歷史
VRSNVerisign IncCOM4,777$133.6 萬0.5%歷史
CRWVCoreWeave, Inc.Stock9,739$133.3 萬0.5%歷史
NTRANatera, Inc.COM8,267$133.1 萬0.5%歷史
WULFTerawulf Inc.COM116,324$132.8 萬0.5%歷史
BEBloom Energy CorpCOM CL A15,497$131.1 萬0.5%歷史
NICENICE Ltd.SPONSORED ADR7,955$115.2 萬0.4%歷史
NNENano Nuclear Energy Inc.COM28,871$111.3 萬0.4%歷史
SBACSba Communications CorpCL A5,674$109.7 萬0.4%歷史
NETCloudflare, Inc.CL A COM5,101$109.5 萬0.4%歷史
NVONovo Nordisk A SADR19,624$108.9 萬0.4%歷史
EATBrinker International, IncStock8,573$108.6 萬0.4%歷史
GRABGrab Holdings LtdCLASS A ORD177,106$106.6 萬0.4%歷史
VRTXVertex Pharmaceuticals IncStock2,578$101.0 萬0.4%歷史
CHRDChord Energy CorpCOM NEW10,070$100.1 萬0.3%歷史
DEDeere & CoStock2,133$97.5 萬0.3%歷史
LNGCheniere Energy, Inc.COM NEW4,008$94.2 萬0.3%歷史
SANMSanmina CorpCOM8,180$94.2 萬0.3%歷史
WDCWestern Digital CorpCOM7,691$92.3 萬0.3%歷史
JNJJohnson & JohnsonStock4,972$92.2 萬0.3%歷史
FCNCAFirst Citizens Bancshares IncCL A502$89.8 萬0.3%歷史
DEODiageo PLCSPON ADR NEW9,294$88.7 萬0.3%歷史
ALSNAllison Transmission Holdings IncStock10,294$87.4 萬0.3%歷史
MCDMcDonalds CorpStock2,867$87.1 萬0.3%歷史
HALOHalozyme Therapeutics, Inc.COM11,830$86.8 萬0.3%歷史
BSXBoston Scientific CorpStock8,778$85.7 萬0.3%歷史
IRENIREN LtdORDINARY SHARES17,863$83.8 萬0.3%歷史
FLUTFlutter Entertainment plcSHS3,279$83.3 萬0.3%歷史
SWKSSkyworks Solutions, Inc.Stock10,768$82.9 萬0.3%歷史
DLOdLocal LtdCLASS A COM57,725$82.4 萬0.3%歷史
EDConsolidated Edison IncStock8,178$82.2 萬0.3%歷史
SFDSmithfield Foods IncCOM34,913$82.0 萬0.3%歷史
TBBKBancorp, Inc.COM10,902$81.6 萬0.3%歷史
EIXEdison InternationalStock14,738$81.5 萬0.3%歷史
TJXTJX Companies IncStock5,634$81.4 萬0.3%歷史
LNTHLantheus Holdings, Inc.Stock15,840$81.2 萬0.3%歷史
ADSKAutodesk, Inc.COM2,557$81.2 萬0.3%歷史
ILMNIllumina, Inc.COM8,543$81.1 萬0.3%歷史
AMRZAmrize LtdSHS16,660$80.9 萬0.3%歷史
JKHYJack Henry & Associates IncStock5,415$80.6 萬0.3%歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW3,575$80.3 萬0.3%歷史
AXTAAxalta Coating Systems Ltd.COM28,017$80.2 萬0.3%歷史
HWCHancock Whitney CorpCOM12,807$80.2 萬0.3%歷史
BAHBooz Allen Hamilton Holding CorpCL A8,019$80.1 萬0.3%歷史
VLYValley National BancorpCOM75,613$80.1 萬0.3%歷史
ACADAcadia Pharmaceuticals IncCOM37,558$80.1 萬0.3%歷史
TMOThermo Fisher Scientific Inc.Stock1,652$80.1 萬0.3%歷史
VICIVici Properties Inc.COM24,564$80.1 萬0.3%歷史
MKLMarkel Group Inc.COM419$80.1 萬0.3%歷史
BRK.BBerkshire Hathaway IncStock1,592$80.0 萬0.3%歷史
OPCHOption Care Health, Inc.COM NEW28,824$80.0 萬0.3%歷史
ROKURoku, IncCOM CL A7,985$80.0 萬0.3%歷史
KMPRKEMPER CorpCOM15,507$79.9 萬0.3%歷史
SAICScience Applications International CorpCOM8,039$79.9 萬0.3%歷史
PSIXPower Solutions International, Inc.Stock8,121$79.8 萬0.3%歷史
CPCanadian Pacific Kansas City LtdCOM10,705$79.7 萬0.3%歷史
BROSDutch Bros Inc.CL A15,219$79.7 萬0.3%歷史
KVUEKenvue Inc.Stock48,945$79.4 萬0.3%歷史
OZKBank OZKCOM15,575$79.4 萬0.3%歷史
KMXCarMax IncCOM17,686$79.4 萬0.3%歷史
EOGEOG Resources IncStock7,062$79.2 萬0.3%歷史
ABVXAbivax S.A.SPONSORED ADS9,294$78.9 萬0.3%歷史
DECKDeckers Outdoor CorpCOM7,745$78.5 萬0.3%歷史
ABATAmerican Battery Technology CoCOM NEW161,489$78.5 萬0.3%歷史
MNSTMonster Beverage CorpCOM11,643$78.4 萬0.3%歷史
TTANServiceTitan, Inc.SHS CL A7,771$78.4 萬0.3%歷史
NVTnVent Electric plcSHS7,943$78.3 萬0.3%歷史
NRGNRG Energy, Inc.Stock4,837$78.3 萬0.3%歷史
CELCCelcuity Inc.COM15,732$77.7 萬0.3%歷史
COHRCoherent Corp.COM7,207$77.6 萬0.3%歷史
CRBGCorebridge Financial, Inc.COM24,200$77.6 萬0.3%歷史
APLSApellis Pharmaceuticals, Inc.COM34,182$77.4 萬0.3%歷史
CLFCleveland-Cliffs Inc.COM63,274$77.2 萬0.3%歷史
EMNEastman Chemical CoStock12,235$77.1 萬0.3%歷史
ROIVRoivant Sciences Ltd.SHS50,860$77.0 萬0.3%歷史
BRKRBruker CorpCOM23,651$76.8 萬0.3%歷史
BPOPPopular, Inc.COM NEW6,034$76.6 萬0.3%歷史
DOXAmdocs LtdSHS9,294$76.3 萬0.3%歷史
CIENCiena CorpCOM NEW5,227$76.1 萬0.3%歷史
CECelanese CorpStock18,078$76.1 萬0.3%歷史
AWKAmerican Water Works Company, Inc.Stock5,456$75.9 萬0.3%歷史
NTSKNetskope IncCL A33,401$75.9 萬0.3%歷史
CNCCentene CorpStock21,169$75.5 萬0.3%歷史
WLKWestlake CorpCOM9,742$75.1 萬0.3%歷史
PNFPPinnacle Financial Partners, Inc.COM7,981$74.9 萬0.3%歷史
TTEKTetra Tech IncCOM22,362$74.6 萬0.3%歷史
XELXcel Energy IncStock9,221$74.4 萬0.3%歷史
MCOMoodys CorpStock1,548$73.8 萬0.3%歷史
TWTradeweb Markets Inc.Stock6,626$73.5 萬0.3%歷史
FIXComfort Systems USA IncCOM891$73.5 萬0.3%歷史
SNAPSnap IncStock95,293$73.5 萬0.3%歷史
LTMLatam Airlines Group S.A.SPONSORED ADR16,182$73.2 萬0.3%歷史
CZRCaesars Entertainment, Inc.COM27,019$73.0 萬0.3%歷史