Scientech Research LLC
JERSEY CITY NJ · SEC CIK 0002011556
$1.23亿2026Q2 申报市值
224持仓数
16.7%前十大占比 · 第一大 1.9%
161 / 411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
MXL 新建仓+$228.46万
ALAB 新建仓+$210.93万
SPCX 新建仓+$208.45万
AMAT 新建仓+$208.30万
PANW 新建仓+$206.93万
2026Q2 卖出最多 按季末市值估算
AMD 重新持有-$258.04万
APLD 清仓-$163.36万
WVE 清仓-$145.24万
ECHO 清仓-$137.42万
THEMES ETF TR 清仓-$135.63万
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 |
|---|---|---|---|---|---|---|---|---|
| APPS | DIGITAL TURBINE INC | $25.00万 | 0.20% | 19,383 | 7,731 | 66.3% | $9.97万 | 重新持有 |
| — | GRANITESHARES ETF TR | $25.28万 | 0.20% | 10,129 | 10,129 | — | $25.28万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $25.37万 | 0.21% | 999 | -242 | -19.5% | -$6.15万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $25.48万 | 0.21% | 937 | -738 | -44.1% | -$20.07万 | 重新持有 |
| — | VOLATILITY SHS TR | $25.63万 | 0.21% | 22,462 | 22,462 | — | $25.63万 | 新建仓 |
| PBLS | PARABILIS MEDICINES INC | $26.18万 | 0.21% | 9,564 | 9,564 | — | $26.18万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $26.47万 | 0.21% | 3,795 | 3,795 | — | $26.47万 | 新建仓 |
| IESC | IES HOLDINGS INC | $26.89万 | 0.22% | 366 | 366 | — | $26.89万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $26.95万 | 0.22% | 1,034 | -485 | -31.9% | -$12.64万 | 减仓 |
| CNXC | CONCENTRIX CORP | $27.27万 | 0.22% | 12,170 | 12,170 | — | $27.27万 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $27.35万 | 0.22% | 65,757 | -72,391 | -52.4% | -$30.11万 | 减仓 |
| PBF | PBF ENERGY INC | $27.38万 | 0.22% | 6,016 | -212 | -3.4% | -$9,650 | 减仓 |
| NWL | NEWELL BRANDS INC | $27.64万 | 0.22% | 45,012 | 45,012 | — | $27.64万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $27.79万 | 0.23% | 918 | 918 | — | $27.79万 | 新建仓 |
| COHU | COHU INC | $27.84万 | 0.23% | 3,767 | 3,767 | — | $27.84万 | 新建仓 |
| — | DEUTSCHE BK AG LONDON BRH | $27.87万 | 0.23% | 2,141 | -401 | -15.8% | -$5.22万 | 减仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $28.11万 | 0.23% | 8,854 | 8,854 | — | $28.11万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $29.11万 | 0.24% | 2,597 | 2,597 | — | $29.11万 | 新建仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $29.19万 | 0.24% | 12,474 | 2,906 | 30.4% | $6.80万 | 加仓 |
| WIT | WIPRO LTD | $29.33万 | 0.24% | 130,357 | 130,357 | — | $29.33万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $31.79万 | 0.26% | 592 | 592 | — | $31.79万 | 新建仓 |
| — | INVESTMENT MANAGERS SER TR I | $32.47万 | 0.26% | 5,429 | 5,429 | — | $32.47万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $32.77万 | 0.27% | 1,696 | 1,696 | — | $32.77万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $33.06万 | 0.27% | 3,444 | -590 | -14.6% | -$5.66万 | 减仓 |
| — | NEOVOLTA INC | $33.92万 | 0.27% | 107,676 | 107,676 | — | $33.92万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $34.10万 | 0.28% | 6,340 | 6,340 | — | $34.10万 | 新建仓 |
| LFTO | LIFTOFF MOBILE INC | $34.54万 | 0.28% | 14,378 | 14,378 | — | $34.54万 | 新建仓 |
| VOR | VOR BIOPHARMA INC | $34.66万 | 0.28% | 18,828 | 3,781 | 25.1% | $6.96万 | 加仓 |
| — | UNICYCIVE THERAPEUTICS INC | $34.94万 | 0.28% | 74,490 | 74,490 | — | $34.94万 | 新建仓 |
| WLK | WESTLAKE CORPORATION | $35.13万 | 0.28% | 4,813 | 4,813 | — | $35.13万 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC | $35.16万 | 0.28% | 24,846 | 11,809 | 90.6% | $16.71万 | 加仓 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $35.17万 | 0.29% | 55,125 | -120,932 | -68.7% | -$77.15万 | 重新持有 |
| — | ETF OPPORTUNITIES TRUST | $35.24万 | 0.29% | 11,686 | 11,686 | — | $35.24万 | 新建仓 |
| KARD | KARDIGAN INC | $35.85万 | 0.29% | 15,030 | 15,030 | — | $35.85万 | 新建仓 |
| PENG | PENGUIN SOLUTIONS INC | $38.16万 | 0.31% | 5,020 | 5,020 | — | $38.16万 | 新建仓 |
| UMAC | UNUSUAL MACHS INC | $38.41万 | 0.31% | 17,225 | -53,567 | -75.7% | -$119.45万 | 减仓 |
| WYFI | WHITEFIBER INC | $38.78万 | 0.31% | 9,981 | -281 | -2.7% | -$1.09万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $39.40万 | 0.32% | 1,576 | 1,576 | — | $39.40万 | 新建仓 |
| XMTR | XOMETRY INC | $39.55万 | 0.32% | 4,098 | -6,448 | -61.1% | -$62.24万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $39.67万 | 0.32% | 15,258 | 15,258 | — | $39.67万 | 新建仓 |
| — | LESLIES INC | $40.01万 | 0.32% | 39,420 | 39,420 | — | $40.01万 | 新建仓 |
| VSAT | VIASAT INC | $40.09万 | 0.32% | 4,464 | 4,464 | — | $40.09万 | 新建仓 |
| IVV | ISHARES TR | $40.14万 | 0.33% | 536 | 101 | 23.2% | $7.56万 | 重新持有 |
| GLW | CORNING INC | $40.69万 | 0.33% | 1,593 | 1,593 | — | $40.69万 | 新建仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $40.89万 | 0.33% | 9,664 | 9,664 | — | $40.89万 | 新建仓 |
| AGQ | PROSHARES TR II | $41.13万 | 0.33% | 6,048 | 6,048 | — | $41.13万 | 新建仓 |
| — | TIDAL TRUST II | $41.26万 | 0.33% | 19,639 | 19,639 | — | $41.26万 | 新建仓 |
| ALOY | REALLOYS INC | $41.34万 | 0.34% | 28,610 | 28,610 | — | $41.34万 | 新建仓 |
| USO | UNITED STS OIL FD LP | $42.09万 | 0.34% | 3,954 | 3,954 | — | $42.09万 | 新建仓 |
| — | INVESTMENT MANAGERS SER TR | $44.22万 | 0.36% | 16,018 | 16,018 | — | $44.22万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $45.00万 | 0.36% | 4,006 | 4,006 | — | $45.00万 | 新建仓 |
| SOC | SABLE OFFSHORE CORP | $45.53万 | 0.37% | 147,810 | 147,810 | — | $45.53万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $47.14万 | 0.38% | 4,756 | 3,137 | 193.8% | $31.09万 | 重新持有 |
| CCJ | CAMECO CORP | $47.21万 | 0.38% | 4,635 | 430 | 10.2% | $4.38万 | 重新持有 |
| NTRA | NATERA INC | $49.59万 | 0.40% | 1,827 | 1,827 | — | $49.59万 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP | $49.74万 | 0.40% | 4,835 | 4,835 | — | $49.74万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $51.02万 | 0.41% | 13,183 | 7,264 | 122.7% | $28.11万 | 加仓 |
| QLYS | QUALYS INC | $51.08万 | 0.41% | 3,715 | 3,715 | — | $51.08万 | 新建仓 |
| — | PROSHARES TR | $51.62万 | 0.42% | 7,413 | 7,413 | — | $51.62万 | 新建仓 |
| INTW | GRANITESHARES ETF TR | $52.11万 | 0.42% | 10,284 | 10,284 | — | $52.11万 | 新建仓 |
| SLV | ISHARES SILVER TR | $52.79万 | 0.43% | 9,873 | 9,873 | — | $52.79万 | 新建仓 |
| — | PROSHARES TR II | $54.09万 | 0.44% | 19,711 | 19,711 | — | $54.09万 | 新建仓 |
| URA | GLOBAL X FDS | $55.79万 | 0.45% | 12,767 | 12,767 | — | $55.79万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $56.39万 | 0.46% | 14,456 | 14,456 | — | $56.39万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $57.31万 | 0.46% | 2,236 | 2,236 | — | $57.31万 | 新建仓 |
| — | ALPHA TAU MEDICAL LTD | $57.56万 | 0.47% | 45,752 | 45,752 | — | $57.56万 | 新建仓 |
| INIO | INNIO NV | $61.31万 | 0.50% | 15,502 | 15,502 | — | $61.31万 | 新建仓 |
| — | ROBOSTRATEGY INC | $61.36万 | 0.50% | 15,437 | 15,437 | — | $61.36万 | 新建仓 |
| ITB | ISHARES TR | $63.65万 | 0.52% | 6,092 | 6,092 | — | $63.65万 | 新建仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $64.65万 | 0.52% | 3,442 | 3,442 | — | $64.65万 | 新建仓 |
| POET | POET TECHNOLOGIES INC | $64.93万 | 0.53% | 63,166 | 63,166 | — | $64.93万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $65.61万 | 0.53% | 80,896 | 45,368 | 127.7% | $36.79万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $67.81万 | 0.55% | 6,709 | 1,403 | 26.4% | $14.18万 | 重新持有 |
| DDOG | DATADOG INC | $68.76万 | 0.56% | 2,641 | 2,641 | — | $68.76万 | 新建仓 |
| BB | BLACKBERRY LTD | $70.08万 | 0.57% | 55,400 | 27,768 | 100.5% | $35.13万 | 加仓 |
| OKTA | OKTA INC | $70.48万 | 0.57% | 5,165 | 5,165 | — | $70.48万 | 新建仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $71.65万 | 0.58% | 316,316 | 292,313 | 1,217.8% | $66.21万 | 重新持有 |
| VST | VISTRA CORP | $74.05万 | 0.60% | 4,668 | 2,795 | 149.2% | $44.34万 | 重新持有 |
| NESR | NATIONAL ENERGY SERVICES REU | $75.35万 | 0.61% | 25,177 | 25,177 | — | $75.35万 | 新建仓 |
| AMDL | GRANITESHARES ETF TR | $75.67万 | 0.61% | 9,144 | 9,144 | — | $75.67万 | 新建仓 |
| WWD | WOODWARD INC | $76.49万 | 0.62% | 1,798 | 1,798 | — | $76.49万 | 新建仓 |
| LLY | ELI LILLY & CO | $76.52万 | 0.62% | 638 | 638 | — | $76.52万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $79.16万 | 0.64% | 1,412 | 1,412 | — | $79.16万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $81.05万 | 0.66% | 10,419 | 10,419 | — | $81.05万 | 新建仓 |
| AIP | ARTERIS INC | $81.10万 | 0.66% | 16,690 | 16,690 | — | $81.10万 | 新建仓 |
| KLAC | KLA CORP | $81.22万 | 0.66% | 2,692 | 2,692 | — | $81.22万 | 新建仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $84.38万 | 0.68% | 15,341 | -10,947 | -41.6% | -$60.21万 | 减仓 |
| FORM | FORMFACTOR INC | $85.15万 | 0.69% | 5,324 | 5,324 | — | $85.15万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $89.56万 | 0.73% | 2,402 | 2,402 | — | $89.56万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $94.07万 | 0.76% | 9,950 | 9,950 | — | $94.07万 | 新建仓 |
| DAVE | DAVE INC | $94.23万 | 0.76% | 2,529 | 2,529 | — | $94.23万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $99.76万 | 0.81% | 9,814 | -1,989 | -16.9% | -$20.22万 | 重新持有 |
| — | ETF OPPORTUNITIES TRUST | $100.12万 | 0.81% | 618,004 | 618,004 | — | $100.12万 | 新建仓 |
| FN | FABRINET | $106.46万 | 0.86% | 1,894 | 1,894 | — | $106.46万 | 新建仓 |
| KORU | DIREXION SHARES ETF TRUST | $108.69万 | 0.88% | 1,391 | 1,391 | — | $108.69万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $111.06万 | 0.90% | 2,563 | 2,563 | — | $111.06万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $112.06万 | 0.91% | 1,929 | -4,442 | -69.7% | -$258.04万 | 重新持有 |
| PRAX | PRAXIS PRECISION MEDICINES I | $113.09万 | 0.92% | 3,378 | 2,709 | 404.9% | $90.69万 | 加仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $116.53万 | 0.94% | 73,428 | 54,253 | 282.9% | $86.10万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $116.84万 | 0.95% | 8,592 | 4,677 | 119.5% | $63.60万 | 重新持有 |