Scientech Research LLC
- SEC CIK
- 0002011556
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 224
- 較 2026 年第 1 季 −225
- 總值
- $1.23 億
- 較 2026 年第 1 季 +$349.8 萬 (+2.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| KYMRKymera Therapeutics, Inc. | COM | 12,943 | $148.4 萬 | 1.2% | +12,943 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 10,683 | $149.2 萬 | 1.2% | +10,683 | 新進 | 歷史 |
| TLNTalen Energy Corp | COM | 4,043 | $155.4 萬 | 1.3% | +4,043 | 新進 | 歷史 |
| Themes ETF Tr88340W681 | LEVERAGE SHS 2X | 35,197 | $159.1 萬 | 1.3% | +35,197 | 新進 | – |
| CBRSCerebras Systems Inc. | COM CL A | 7,735 | $170.9 萬 | 1.4% | +7,735 | 新進 | 歷史 |
| BLLNBillionToOne, Inc. | CL A | 14,490 | $173.9 萬 | 1.4% | +14,490 | 新進 | 歷史 |
| OUSTOuster, Inc. | COM NEW | 28,282 | $176.8 萬 | 1.4% | +28,282 | 新進 | 歷史 |
| BLZEBackblaze, Inc. | COM CL A | 112,471 | $178.4 萬 | 1.4% | +112,471 | 新進 | 歷史 |
| TERTeradyne, Inc | Stock | 3,765 | $182.2 萬 | 1.5% | +3,765 | 新進 | 歷史 |
| QNTQuantinuum Inc. | CL A COM | 22,692 | $185.5 萬 | 1.5% | +22,692 | 新進 | 歷史 |
| NBISNebius Group N.V. | Stock | 6,718 | $185.5 萬 | 1.5% | +6,718 | 新進 | 歷史 |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 6,982 | $186.2 萬 | 1.5% | +6,982 | 新進 | – |
| MRNAModerna, Inc. | Stock | 26,826 | $187.9 萬 | 1.5% | +26,826 | 新進 | 歷史 |
| MSTRStrategy Inc | Stock | 21,887 | $190.3 萬 | 1.5% | +21,887 | 新進 | 歷史 |
| SNDKSandisk Corp | COM | 849 | $193.0 萬 | 1.6% | +849 | 新進 | 歷史 |
| TEMTempus AI, Inc. | CL A | 33,889 | $196.3 萬 | 1.6% | +28,481+526.6% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,573 | $196.4 萬 | 1.6% | +2,573 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 4,794 | $201.6 萬 | 1.6% | +4,794 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,068 | $206.9 萬 | 1.7% | +6,068 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,881 | $208.3 萬 | 1.7% | +2,881 | 新進 | 歷史 |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 12,200 | $208.4 萬 | 1.7% | +12,200 | 新進 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 4,367 | $210.9 萬 | 1.7% | +4,367 | 新進 | 歷史 |
| FCELFuelcell Energy Inc | COM NEW | 59,756 | $215.2 萬 | 1.7% | +59,756 | 新進 | 歷史 |
| MXLMaxlinear, Inc | COM | 17,844 | $228.5 萬 | 1.9% | +17,844 | 新進 | 歷史 |
2026 年第 1 季之後清倉（411 檔）
2026 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 411 檔。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| APLDApplied Digital Corp. | COM NEW | 68,813 | $163.4 萬 | 1.4% | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 200,331 | $145.2 萬 | 1.2% | 歷史 |
| ECHOEchoStar CORP | CL A | 11,738 | $137.4 萬 | 1.1% | 歷史 |
| Themes ETF Tr88340C701 | LEVERAGE SHS 2X | 498,636 | $135.6 萬 | 1.1% | – |
| VRDNViridian Therapeutics, Inc. | COM | 65,080 | $127.3 萬 | 1.1% | 歷史 |
| FIGFigma, Inc. | Stock | 56,986 | $120.5 萬 | 1.0% | 歷史 |
| CENXCentury Aluminum Co | COM | 20,487 | $120.2 萬 | 1.0% | 歷史 |
| OKLOOklo Inc. | COM CL A | 23,699 | $117.5 萬 | 1.0% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 6,516 | $113.8 萬 | 0.9% | 歷史 |
| FIVEFive Below, Inc | COM | 4,792 | $109.5 萬 | 0.9% | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 230,598 | $108.4 萬 | 0.9% | 歷史 |
| SNOWSnowflake Inc. | Stock | 6,782 | $102.3 萬 | 0.9% | 歷史 |
| PLPlanet Labs PBC | COM CL A | 36,590 | $102.3 萬 | 0.9% | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 48,166 | $100.0 萬 | 0.8% | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 127,501 | $89.9 萬 | 0.7% | 歷史 |
| UUnity Software Inc. | COM | 40,355 | $88.5 萬 | 0.7% | 歷史 |
| GSATGlobalstar, Inc. | COM NEW | 13,218 | $87.8 萬 | 0.7% | 歷史 |
| AAAlcoa Corp | Stock | 13,006 | $86.3 萬 | 0.7% | 歷史 |
| SWMRSwarmer, Inc | COM SHS | 18,039 | $85.1 萬 | 0.7% | 歷史 |
| MMYTMakeMyTrip Ltd | Stock | 21,476 | $80.1 萬 | 0.7% | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 11,032 | $79.4 萬 | 0.7% | 歷史 |
| VIAVViavi Solutions Inc. | COM | 23,565 | $78.4 萬 | 0.7% | 歷史 |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 39,080 | $77.3 萬 | 0.6% | 歷史 |
| BBAIBigBear.ai Holdings, Inc. | COM | 212,009 | $74.6 萬 | 0.6% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,288 | $73.7 萬 | 0.6% | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 33,008 | $71.8 萬 | 0.6% | 歷史 |
| Themes ETF Tr88340C685 | LEVERAGE SHS 2X | 585,626 | $70.9 萬 | 0.6% | – |
| LXULSB Industries, Inc. | COM | 46,188 | $68.8 萬 | 0.6% | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,489 | $66.2 萬 | 0.6% | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 12,853 | $65.6 萬 | 0.5% | 歷史 |
| PATHUiPath, Inc. | Stock | 58,583 | $65.0 萬 | 0.5% | 歷史 |
| ALMSAlumis Inc. | COM | 29,405 | $64.8 萬 | 0.5% | 歷史 |
| APPAppLovin Corp | COM CL A | 1,615 | $64.3 萬 | 0.5% | 歷史 |
| FROGJFrog Ltd | Stock | 13,696 | $64.3 萬 | 0.5% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,345 | $63.5 萬 | 0.5% | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 15,827 | $62.0 萬 | 0.5% | 歷史 |
| FLYFirefly Aerospace Inc. | COM | 21,472 | $61.1 萬 | 0.5% | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 6,585 | $57.9 萬 | 0.5% | – |
| VISTVista Energy, S.A.B. de C.V. | SPONSORED ADS | 7,659 | $57.8 萬 | 0.5% | 歷史 |
| FSLYFastly, Inc. | CL A | 19,497 | $56.7 萬 | 0.5% | 歷史 |
| AUGOAura Minerals Inc. | SHS | 6,904 | $56.3 萬 | 0.5% | 歷史 |
| VITLVital Farms, Inc. | COM | 38,697 | $54.6 萬 | 0.5% | 歷史 |
| HUTHut 8 Corp. | COM | 11,514 | $54.0 萬 | 0.5% | 歷史 |
| TROXTronox Holdings plc | SHS | 52,225 | $51.0 萬 | 0.4% | 歷史 |
| IEXIdex Corp | COM | 2,687 | $50.9 萬 | 0.4% | 歷史 |
| CAKECheesecake Factory Inc | COM | 9,159 | $50.1 萬 | 0.4% | 歷史 |
| OWLBlue Owl Capital Inc. | COM CL A | 54,916 | $50.1 萬 | 0.4% | 歷史 |
| SOUNSoundhound AI, Inc. | CLASS A COM | 72,826 | $50.0 萬 | 0.4% | 歷史 |
| CDECoeur Mining, Inc. | COM NEW | 24,982 | $46.9 萬 | 0.4% | 歷史 |
| COMPCompass, Inc. | CL A | 63,969 | $46.8 萬 | 0.4% | 歷史 |
| EMBJEmbraer S.A. | ADR | 7,679 | $45.6 萬 | 0.4% | 歷史 |
| FFord Motor Co | Stock | 39,364 | $45.4 萬 | 0.4% | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 11,059 | $44.8 萬 | 0.4% | 歷史 |
| Direxion Shs ETF Tr25460G328 | DLY S&P OIL GAS | 106,650 | $44.2 萬 | 0.4% | – |
| Direxion Shs ETF Tr25461A544 | DAILY TSM BULL | 7,472 | $42.7 萬 | 0.4% | – |
| PINSPinterest, Inc. | CL A | 22,973 | $42.1 萬 | 0.4% | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 3,477 | $41.7 萬 | 0.3% | – |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,350 | $41.3 萬 | 0.3% | – |
| VCXFundrise Innovation Fund, LLC | COM SHS | 3,125 | $40.9 萬 | 0.3% | 歷史 |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 49,433 | $40.8 萬 | 0.3% | 歷史 |
| FERFerrovial N.V. | ORD SHS | 6,231 | $40.5 萬 | 0.3% | 歷史 |
| Carnival Corp Ltd.14365C103 | ADR | 15,524 | $40.0 萬 | 0.3% | – |
| NYTNew York Times Co | CL A | 4,754 | $39.8 萬 | 0.3% | 歷史 |
| RFRegions Financial Corp | COM | 15,049 | $39.3 萬 | 0.3% | 歷史 |
| ZETAZeta Global Holdings Corp. | CL A | 24,322 | $38.7 萬 | 0.3% | 歷史 |
| RCATRed Cat Holdings, Inc. | Stock | 29,496 | $38.6 萬 | 0.3% | 歷史 |
| KOSKosmos Energy Ltd. | COM | 138,072 | $38.4 萬 | 0.3% | 歷史 |
| MTArcelorMittal | NY REGISTRY SH | 7,362 | $38.3 萬 | 0.3% | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 1,234 | $37.5 萬 | 0.3% | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 5,586 | $37.1 萬 | 0.3% | 歷史 |
| TET1 Energy Inc. | COM NEW | 84,132 | $36.9 萬 | 0.3% | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,247 | $36.9 萬 | 0.3% | 歷史 |
| Sprott FDS Tr85208P873 | SILVER MINERS | 6,205 | $36.7 萬 | 0.3% | – |
| MFCManulife Financial Corp | COM | 10,647 | $36.7 萬 | 0.3% | 歷史 |
| LOGILogitech International S.A. | SHS | 4,008 | $36.5 萬 | 0.3% | 歷史 |
| GCTGigaCloud Technology Inc | Stock | 8,014 | $36.4 萬 | 0.3% | 歷史 |
| ALCAlcon Inc | Stock | 4,808 | $36.2 萬 | 0.3% | 歷史 |
| PORPortland General Electric Co | COM NEW | 6,846 | $36.1 萬 | 0.3% | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 7,088 | $35.8 萬 | 0.3% | 歷史 |
| VCTRVictory Capital Holdings, Inc. | COM CL A | 5,425 | $35.5 萬 | 0.3% | 歷史 |
| YPFYpf Sociedad Anonima | SPON ADR CL D | 7,664 | $35.4 萬 | 0.3% | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,358 | $35.3 萬 | 0.3% | 歷史 |
| OSCROscar Health, Inc. | CL A | 30,667 | $35.2 萬 | 0.3% | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 13,109 | $35.2 萬 | 0.3% | 歷史 |
| JANJanus Living, Inc. | CL A-1 | 14,827 | $34.9 萬 | 0.3% | 歷史 |
| RDWRedwire Corp | Stock | 40,967 | $34.8 萬 | 0.3% | 歷史 |
| ALKTAlkami Technology, Inc. | Stock | 22,210 | $34.8 萬 | 0.3% | 歷史 |
| IBNIcici Bank Ltd | ADR | 13,359 | $34.6 萬 | 0.3% | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 5,658 | $34.3 萬 | 0.3% | 歷史 |
| HDHome Depot, Inc. | Stock | 1,042 | $34.3 萬 | 0.3% | 歷史 |
| OCGNOcugen, Inc. | COM | 188,525 | $34.1 萬 | 0.3% | 歷史 |
| NVONovo Nordisk A S | ADR | 9,274 | $34.1 萬 | 0.3% | 歷史 |
| BACBank of America Corp | Stock | 6,927 | $33.8 萬 | 0.3% | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 6,958 | $33.5 萬 | 0.3% | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 9,021 | $33.2 萬 | 0.3% | 歷史 |
| TPGTPG Inc. | COM CL A | 8,184 | $33.2 萬 | 0.3% | 歷史 |
| FASTFastenal Co | Stock | 7,110 | $33.0 萬 | 0.3% | 歷史 |
| FNBFNB Corp | COM | 19,701 | $32.9 萬 | 0.3% | 歷史 |
| PGYPagaya Technologies Ltd. | CL A NEW | 28,174 | $32.8 萬 | 0.3% | 歷史 |
| ATIAti Inc | Stock | 2,215 | $32.2 萬 | 0.3% | 歷史 |