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 |
|---|---|---|---|---|---|---|---|---|
| NTLA | INTELLIA THERAPEUTICS INC | $122.73万 | 0.99% | 72,533 | 56,268 | 345.9% | $95.21万 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $124.26万 | 1.01% | 69,340 | 54,045 | 353.4% | $96.85万 | 加仓 |
| TXN | TEXAS INSTRS INC | $124.62万 | 1.01% | 4,181 | 4,181 | — | $124.62万 | 新建仓 |
| PTRN | PATTERN GROUP INC | $125.62万 | 1.02% | 49,870 | 49,870 | — | $125.62万 | 新建仓 |
| TENB | TENABLE HLDGS INC | $125.70万 | 1.02% | 34,084 | 34,084 | — | $125.70万 | 新建仓 |
| ASST | STRIVE INC | $125.85万 | 1.02% | 115,353 | 90,297 | 360.4% | $98.51万 | 加仓 |
| — | THEMES ETF TR | $133.34万 | 1.08% | 87,039 | 87,039 | — | $133.34万 | 新建仓 |
| ABSI | ABSCI CORPORATION | $144.22万 | 1.17% | 124,434 | 98,149 | 373.4% | $113.75万 | 加仓 |
| SEZL | SEZZLE INC | $146.09万 | 1.18% | 8,512 | 8,512 | — | $146.09万 | 新建仓 |
| AGLT | CHURCHILL CAP CORP XI | $146.67万 | 1.19% | 84,053 | 84,053 | — | $146.67万 | 新建仓 |
| TQQQ | PROSHARES TR | $148.04万 | 1.20% | 18,276 | 3,523 | 23.9% | $28.54万 | 重新持有 |
| KYMR | KYMERA THERAPEUTICS INC | $148.42万 | 1.20% | 12,943 | 5,564 | 75.4% | $63.80万 | 重新持有 |
| INTC | INTEL CORP | $149.17万 | 1.21% | 10,683 | 10,683 | — | $149.17万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $155.36万 | 1.26% | 4,043 | 4,043 | — | $155.36万 | 新建仓 |
| — | THEMES ETF TR | $159.09万 | 1.29% | 35,197 | 35,197 | — | $159.09万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $170.94万 | 1.39% | 7,735 | 7,735 | — | $170.94万 | 新建仓 |
| BLLN | BILLIONTOONE INC | $173.85万 | 1.41% | 14,490 | 14,490 | — | $173.85万 | 新建仓 |
| OUST | OUSTER INC | $176.82万 | 1.43% | 28,282 | 28,282 | — | $176.82万 | 新建仓 |
| BLZE | BACKBLAZE INC | $178.38万 | 1.45% | 112,471 | 112,471 | — | $178.38万 | 新建仓 |
| TER | TERADYNE INC | $182.17万 | 1.48% | 3,765 | 3,765 | — | $182.17万 | 新建仓 |
| QNT | QUANTINUUM INC | $185.48万 | 1.50% | 22,692 | 22,692 | — | $185.48万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $185.53万 | 1.50% | 6,718 | 6,718 | — | $185.53万 | 新建仓 |
| SOXL | DIREXION SHARES ETF TRUST | $186.22万 | 1.51% | 6,982 | 6,982 | — | $186.22万 | 新建仓 |
| MRNA | MODERNA INC | $187.86万 | 1.52% | 26,826 | 20,027 | 294.6% | $140.25万 | 重新持有 |
| MSTR | STRATEGY INC | $190.26万 | 1.54% | 21,887 | 21,887 | — | $190.26万 | 新建仓 |
| SNDK | SANDISK CORP | $193.04万 | 1.56% | 849 | 849 | — | $193.04万 | 新建仓 |
| TEM | TEMPUS AI INC | $196.32万 | 1.59% | 33,889 | 28,481 | 526.6% | $164.99万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $196.36万 | 1.59% | 2,573 | 2,573 | — | $196.36万 | 新建仓 |
| TSLA | TESLA INC | $201.64万 | 1.63% | 4,794 | 4,794 | — | $201.64万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $206.93万 | 1.68% | 6,068 | 6,068 | — | $206.93万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $208.30万 | 1.69% | 2,881 | 2,881 | — | $208.30万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $208.45万 | 1.69% | 12,200 | 12,200 | — | $208.45万 | 新建仓 |
| ALAB | ASTERA LABS INC | $210.93万 | 1.71% | 4,367 | 4,367 | — | $210.93万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC | $215.18万 | 1.74% | 59,756 | 35,523 | 146.6% | $127.92万 | 重新持有 |
| MXL | MAXLINEAR INC | $228.46万 | 1.85% | 17,844 | 17,844 | — | $228.46万 | 新建仓 |