Sciencast Management LP
PRINCETON NJ · SEC CIK 0001653169
$4.82亿2026Q2 申报市值
235持仓数
9.0%前十大占比 · 第一大 0.9%
108 / 155新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PWR 新建仓+$439.51万
ATO 新建仓+$432.47万
BRK/B 新建仓+$429.18万
C 新建仓+$425.28万
CSX 新建仓+$424.58万
2026Q2 卖出最多 按季末市值估算
GFS 减仓-$943.59万
LRCX 减仓-$873.68万
GE 减仓-$784.31万
NET 减仓-$690.93万
CARR 重新持有-$685.49万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TPG | TPG INC | $0 | 0.00% | 0 | -159,323 | -100.0% | -$645.42万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -87,906 | -100.0% | -$639.78万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -178,366 | -100.0% | -$636.77万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -38,646 | -100.0% | -$636.00万 | 清仓 |
| TSCO | TRACTOR SUPPLY COMPANY | $0 | 0.00% | 0 | -140,377 | -100.0% | -$635.91万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -39,014 | -100.0% | -$633.74万 | 清仓 |
| DHR | DANAHER CORP | $0 | 0.00% | 0 | -33,407 | -100.0% | -$633.40万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -95,982 | -100.0% | -$633.39万 | 清仓 |
| PH | PARKER HANNIFIN CORP | $0 | 0.00% | 0 | -7,073 | -100.0% | -$633.20万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -89,515 | -100.0% | -$633.05万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -20,150 | -100.0% | -$632.99万 | 清仓 |
| CL | COLGATE-PALMOLIVE CO | $0 | 0.00% | 0 | -74,265 | -100.0% | -$632.96万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -17,026 | -100.0% | -$632.94万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -97,049 | -100.0% | -$632.86万 | 清仓 |
| CASY | CASEY'S GENERAL STORES INC | $0 | 0.00% | 0 | -8,693 | -100.0% | -$632.73万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -26,029 | -100.0% | -$632.71万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -41,937 | -100.0% | -$632.49万 | 清仓 |
| DELL | DELL TECHNOLOGIES -C | $0 | 0.00% | 0 | -38,479 | -100.0% | -$631.56万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -156,035 | -100.0% | -$631.47万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -60,242 | -100.0% | -$629.83万 | 清仓 |
| CFG | CITIZENS FINANCIAL GROUP | $0 | 0.00% | 0 | -104,942 | -100.0% | -$629.34万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -20,310 | -100.0% | -$628.61万 | 清仓 |
| MA | MASTERCARD INC - A | $0 | 0.00% | 0 | -12,553 | -100.0% | -$627.22万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -14,733 | -100.0% | -$626.65万 | 清仓 |
| APH | AMPHENOL CORP-CL A | $0 | 0.00% | 0 | -49,502 | -100.0% | -$625.46万 | 清仓 |
| TFC | TRUIST FINANCIAL CORP | $0 | 0.00% | 0 | -134,184 | -100.0% | -$616.84万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -60,503 | -100.0% | -$605.57万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -49,898 | -100.0% | -$604.76万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -68,011 | -100.0% | -$601.35万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -111,237 | -100.0% | -$599.35万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -75,916 | -100.0% | -$585.16万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -19,413 | -100.0% | -$575.52万 | 清仓 |
| CB | CHUBB LTD | $0 | 0.00% | 0 | -17,355 | -100.0% | -$565.65万 | 清仓 |
| DDOG | DATADOG INC - CLASS A | $0 | 0.00% | 0 | -46,929 | -100.0% | -$554.00万 | 清仓 |
| AMAT | APPLIED MATERIALS INC | $0 | 0.00% | 0 | -15,925 | -100.0% | -$544.30万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -15,770 | -100.0% | -$541.26万 | 清仓 |
| TOST | TOAST INC-CLASS A | $0 | 0.00% | 0 | -204,091 | -100.0% | -$541.05万 | 清仓 |
| BAX | BAXTER INTERNATIONAL INC | $0 | 0.00% | 0 | -320,608 | -100.0% | -$538.62万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -15,353 | -100.0% | -$518.69万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -37,994 | -100.0% | -$518.50万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -323,375 | -100.0% | -$513.52万 | 清仓 |
| LOW | LOWE'S COS INC | $0 | 0.00% | 0 | -20,159 | -100.0% | -$476.32万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -14,296 | -100.0% | -$470.18万 | 清仓 |
| SYK | STRYKER CORP | $0 | 0.00% | 0 | -14,286 | -100.0% | -$469.42万 | 清仓 |
| RKT | ROCKET COS INC-CLASS A | $0 | 0.00% | 0 | -317,568 | -100.0% | -$452.53万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -6,062 | -100.0% | -$441.65万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -89,354 | -100.0% | -$423.63万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -72,336 | -100.0% | -$403.63万 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $0 | 0.00% | 0 | -44,351 | -100.0% | -$402.13万 | 清仓 |
| RF | REGIONS FINANCIAL CORP | $0 | 0.00% | 0 | -153,199 | -100.0% | -$400.16万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -213,895 | -100.0% | -$399.34万 | 清仓 |
| RBLX | ROBLOX CORP -CLASS A | $0 | 0.00% | 0 | -66,530 | -100.0% | -$376.29万 | 清仓 |
| FOXA | FOX CORP - CLASS A | $0 | 0.00% | 0 | -64,394 | -100.0% | -$376.06万 | 清仓 |
| ALC | ALCON INC | $0 | 0.00% | 0 | -48,258 | -100.0% | -$363.62万 | 清仓 |
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | -62,964 | -100.0% | -$352.72万 | 清仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -26,343 | -100.0% | -$344.96万 | 清仓 |
| OKE | ONEOK INC | $0 | 0.00% | 0 | -38,117 | -100.0% | -$344.54万 | 清仓 |
| GPK | GRAPHIC PACKAGING HOLDING CO | $0 | 0.00% | 0 | -334,289 | -100.0% | -$332.28万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -3,747 | -100.0% | -$327.08万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -20,916 | -100.0% | -$324.80万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -26,237 | -100.0% | -$313.53万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -5,145 | -100.0% | -$310.96万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -23,898 | -100.0% | -$293.42万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -16,433 | -100.0% | -$282.75万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -7,702 | -100.0% | -$275.67万 | 清仓 |
| RGA | REINSURANCE GROUP OF AMERICA | $0 | 0.00% | 0 | -13,445 | -100.0% | -$274.49万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -42,234 | -100.0% | -$268.78万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -23,042 | -100.0% | -$262.63万 | 清仓 |
| P | EVERPURE INC-A | $0 | 0.00% | 0 | -44,302 | -100.0% | -$261.56万 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -12,067 | -100.0% | -$258.67万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -12,890 | -100.0% | -$255.53万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -7,086 | -100.0% | -$254.30万 | 清仓 |
| ATI | ATI INC | $0 | 0.00% | 0 | -17,329 | -100.0% | -$252.07万 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -43,263 | -100.0% | -$246.77万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -10,200 | -100.0% | -$242.97万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -56,856 | -100.0% | -$241.30万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -10,605 | -100.0% | -$238.06万 | 清仓 |
| BAC | BANK OF AMERICA CORP | $0 | 0.00% | 0 | -47,832 | -100.0% | -$233.18万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -11,892 | -100.0% | -$233.13万 | 清仓 |
| MDU | MDU RESOURCES GROUP INC | $0 | 0.00% | 0 | -112,350 | -100.0% | -$232.79万 | 清仓 |
| LITE | LUMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -3,300 | -100.0% | -$231.91万 | 清仓 |
| BAM | BROOKFIELD ASSET MGMT-A | $0 | 0.00% | 0 | -51,850 | -100.0% | -$230.47万 | 清仓 |
| MPC | MARATHON PETROLEUM CORP | $0 | 0.00% | 0 | -9,423 | -100.0% | -$230.09万 | 清仓 |
| CF | CF INDUSTRIES HOLDINGS INC | $0 | 0.00% | 0 | -17,334 | -100.0% | -$225.06万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -22,306 | -100.0% | -$208.16万 | 清仓 |
| NTR | NUTRIEN LTD | $0 | 0.00% | 0 | -26,975 | -100.0% | -$203.55万 | 清仓 |
| SLM | SLM CORP | $0 | 0.00% | 0 | -94,456 | -100.0% | -$202.23万 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -66,003 | -100.0% | -$196.23万 | 清仓 |
| RCI | ROGERS COMMUNICATIONS INC-B | $0 | 0.00% | 0 | -50,251 | -100.0% | -$193.22万 | 清仓 |
| APG | API GROUP CORP | $0 | 0.00% | 0 | -46,772 | -100.0% | -$189.52万 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO - B | $0 | 0.00% | 0 | -42,016 | -100.0% | -$180.92万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -20,656 | -100.0% | -$172.91万 | 清仓 |
| TTEK | TETRA TECH INC | $0 | 0.00% | 0 | -55,578 | -100.0% | -$167.40万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -2,945 | -100.0% | -$165.89万 | 清仓 |
| IOT | SAMSARA INC-CL A | $0 | 0.00% | 0 | -50,415 | -100.0% | -$159.77万 | 清仓 |
| CNX | CNX RESOURCES CORP | $0 | 0.00% | 0 | -40,798 | -100.0% | -$157.28万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -9,999 | -100.0% | -$153.67万 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -7,895 | -100.0% | -$153.60万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -7,298 | -100.0% | -$152.54万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -10,136 | -100.0% | -$148.13万 | 清仓 |