Scientech Research LLC
JERSEY CITY NJ · SEC CIK 0002011556
$1.20亿2026Q1 申报市值
449持仓数
10.9%前十大占比 · 第一大 1.4%
267 / 328新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
THEMES ETF TR 新建仓+$135.63万
WVE 加仓+$133.95万
VRDN 新建仓+$127.30万
COIN 新建仓+$113.78万
FIG 重新持有+$108.71万
2026Q1 卖出最多 按季末市值估算
ONDS 清仓-$192.65万
LITE 减仓-$141.04万
DPZ 清仓-$140.22万
MDLN 清仓-$127.48万
CCL 清仓-$121.32万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK AMERICA CORP | $33.77万 | 0.28% | 6,927 | -306 | -4.2% | -$1.49万 | 减仓 |
| NVO | NOVO-NORDISK A S | $34.08万 | 0.28% | 9,274 | -10,350 | -52.7% | -$38.04万 | 重新持有 |
| OCGN | OCUGEN INC | $34.12万 | 0.28% | 188,525 | 83,520 | 79.5% | $15.12万 | 重新持有 |
| HD | HOME DEPOT INC | $34.27万 | 0.29% | 1,042 | -819 | -44.0% | -$26.94万 | 减仓 |
| ELF | E L F BEAUTY INC | $34.29万 | 0.29% | 5,658 | 5,658 | — | $34.29万 | 新建仓 |
| IBN | ICICI BANK LIMITED | $34.60万 | 0.29% | 13,359 | 13,359 | — | $34.60万 | 新建仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $34.80万 | 0.29% | 22,210 | 22,210 | — | $34.80万 | 新建仓 |
| RDW | REDWIRE CORPORATION | $34.82万 | 0.29% | 40,967 | 15,537 | 61.1% | $13.21万 | 加仓 |
| JAN | JANUS LIVING INC | $34.95万 | 0.29% | 14,827 | 14,827 | — | $34.95万 | 新建仓 |
| GMAB | GENMAB A/S | $35.17万 | 0.29% | 13,109 | 2,428 | 22.7% | $6.51万 | 重新持有 |
| OSCR | OSCAR HEALTH INC | $35.17万 | 0.29% | 30,667 | 5,987 | 24.3% | $6.87万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $35.35万 | 0.29% | 1,358 | 1,358 | — | $35.35万 | 新建仓 |
| YPF | YPF SOCIEDAD ANONIMA | $35.42万 | 0.30% | 7,664 | 7,664 | — | $35.42万 | 新建仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $35.52万 | 0.30% | 5,425 | -4,036 | -42.7% | -$26.43万 | 重新持有 |
| SYRE | SPYRE THERAPEUTICS INC | $35.75万 | 0.30% | 7,088 | 7,088 | — | $35.75万 | 新建仓 |
| POR | PORTLAND GEN ELEC CO | $36.13万 | 0.30% | 6,846 | 6,846 | — | $36.13万 | 新建仓 |
| ALC | ALCON AG | $36.23万 | 0.30% | 4,808 | 44 | 0.9% | $3,315 | 重新持有 |
| GCT | GIGACLOUD TECHNOLOGY INC | $36.37万 | 0.30% | 8,014 | 8,014 | — | $36.37万 | 新建仓 |
| LOGI | LOGITECH INTL S A | $36.52万 | 0.30% | 4,008 | 32 | 0.8% | $2,916 | 加仓 |
| MFC | MANULIFE FINL CORP | $36.67万 | 0.31% | 10,647 | 4,389 | 70.1% | $15.12万 | 加仓 |
| — | SPROTT FDS TR | $36.72万 | 0.31% | 6,205 | 6,205 | — | $36.72万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $36.88万 | 0.31% | 2,247 | 2,247 | — | $36.88万 | 新建仓 |
| TE | T1 ENERGY INC | $36.93万 | 0.31% | 84,132 | 84,132 | — | $36.93万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.07万 | 0.31% | 1,097 | -1,993 | -64.5% | -$67.35万 | 减仓 |
| DAL | DELTA AIR LINES INC | $37.14万 | 0.31% | 5,586 | 5,586 | — | $37.14万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $37.52万 | 0.31% | 1,234 | 283 | 29.8% | $8.61万 | 重新持有 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $38.27万 | 0.32% | 7,362 | 1,863 | 33.9% | $9.68万 | 加仓 |
| KOS | KOSMOS ENERGY LTD | $38.38万 | 0.32% | 138,072 | 138,072 | — | $38.38万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $38.61万 | 0.32% | 29,496 | 7,400 | 33.5% | $9.69万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $38.72万 | 0.32% | 24,322 | 24,322 | — | $38.72万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $39.31万 | 0.33% | 15,049 | -8,006 | -34.7% | -$20.91万 | 重新持有 |
| NYT | NEW YORK TIMES CO MTN BE | $39.81万 | 0.33% | 4,754 | 4,754 | — | $39.81万 | 新建仓 |
| — | CARNIVAL PLC | $40.01万 | 0.33% | 15,524 | 6,773 | 77.4% | $17.45万 | 加仓 |
| FER | FERROVIAL SE | $40.53万 | 0.34% | 6,231 | -62 | -1.0% | -$4,033 | 减仓 |
| JOBY | JOBY AVIATION INC | $40.83万 | 0.34% | 49,433 | 29,663 | 150.0% | $24.50万 | 重新持有 |
| — | FUNDRISE INNOVATION FD LLC | $40.92万 | 0.34% | 3,125 | 3,125 | — | $40.92万 | 新建仓 |
| IYM | ISHARES TR | $41.34万 | 0.34% | 2,350 | 2,350 | — | $41.34万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $41.74万 | 0.35% | 3,477 | 1,679 | 93.4% | $20.15万 | 加仓 |
| PINS | PINTEREST INC | $42.13万 | 0.35% | 22,973 | 3,743 | 19.5% | $6.86万 | 重新持有 |
| — | DIREXION SHARES ETF TRUST | $42.68万 | 0.36% | 7,472 | 7,472 | — | $42.68万 | 新建仓 |
| XMTR | XOMETRY INC | $43.07万 | 0.36% | 10,546 | 6,413 | 155.2% | $26.19万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $44.15万 | 0.37% | 106,650 | 106,650 | — | $44.15万 | 新建仓 |
| BN | BROOKFIELD CORP | $44.76万 | 0.37% | 11,059 | 2,497 | 29.2% | $10.11万 | 加仓 |
| F | FORD MTR CO | $45.43万 | 0.38% | 39,364 | 29,025 | 280.7% | $33.49万 | 重新持有 |
| EMBJ | EMBRAER S.A. | $45.57万 | 0.38% | 7,679 | 4,541 | 144.7% | $26.95万 | 加仓 |
| — | DEUTSCHE BK AG LONDON BRH | $46.51万 | 0.39% | 2,542 | 2,542 | — | $46.51万 | 新建仓 |
| COMP | COMPASS INC | $46.76万 | 0.39% | 63,969 | 43,951 | 219.6% | $32.13万 | 加仓 |
| CDE | COEUR MNG INC | $46.89万 | 0.39% | 24,982 | 24,982 | — | $46.89万 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $48.49万 | 0.40% | 138,148 | -73,329 | -34.7% | -$25.74万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $48.51万 | 0.40% | 8,880 | 8,880 | — | $48.51万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $50.03万 | 0.42% | 72,826 | 72,826 | — | $50.03万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $50.14万 | 0.42% | 54,916 | 38,825 | 241.3% | $35.45万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $50.15万 | 0.42% | 9,159 | 9,159 | — | $50.15万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $50.61万 | 0.42% | 4,034 | 4,034 | — | $50.61万 | 新建仓 |
| IEX | IDEX CORP | $50.93万 | 0.42% | 2,687 | 2,687 | — | $50.93万 | 新建仓 |
| TROX | TRONOX HOLDINGS PLC | $51.02万 | 0.43% | 52,225 | 15,931 | 43.9% | $15.56万 | 加仓 |
| HUT | HUT 8 CORP | $54.01万 | 0.45% | 11,514 | 11,514 | — | $54.01万 | 新建仓 |
| VITL | VITAL FARMS INC | $54.64万 | 0.46% | 38,697 | 23,230 | 150.2% | $32.80万 | 重新持有 |
| AUGO | AURA MINERALS INC | $56.34万 | 0.47% | 6,904 | 2,247 | 48.2% | $18.34万 | 加仓 |
| FSLY | FASTLY INC | $56.66万 | 0.47% | 19,497 | 19,497 | — | $56.66万 | 新建仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $57.80万 | 0.48% | 7,659 | 7,659 | — | $57.80万 | 新建仓 |
| REMX | VANECK ETF TRUST | $57.95万 | 0.48% | 6,585 | 6,585 | — | $57.95万 | 新建仓 |
| FLY | FIREFLY AEROSPACE INC | $61.13万 | 0.51% | 21,472 | 3,217 | 17.6% | $9.16万 | 重新持有 |
| ELVN | ENLIVEN THERAPEUTICS INC | $62.04万 | 0.52% | 15,827 | 15,827 | — | $62.04万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $63.45万 | 0.53% | 2,345 | 680 | 40.8% | $18.40万 | 加仓 |
| FROG | JFROG LTD | $64.28万 | 0.54% | 13,696 | 13,696 | — | $64.28万 | 新建仓 |
| APP | APPLOVIN CORP | $64.28万 | 0.54% | 1,615 | -222 | -12.1% | -$8.84万 | 减仓 |
| ALMS | ALUMIS INC | $64.78万 | 0.54% | 29,405 | 29,405 | — | $64.78万 | 新建仓 |
| PATH | UIPATH INC | $65.03万 | 0.54% | 58,583 | 39,453 | 206.2% | $43.79万 | 重新持有 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $65.61万 | 0.55% | 12,853 | -744 | -5.5% | -$3.80万 | 重新持有 |
| AMP | AMERIPRISE FINL INC | $66.17万 | 0.55% | 1,489 | 402 | 37.0% | $17.86万 | 加仓 |
| LXU | LSB INDS INC | $68.82万 | 0.57% | 46,188 | 46,188 | — | $68.82万 | 新建仓 |
| — | THEMES ETF TR | $70.86万 | 0.59% | 585,626 | 585,626 | — | $70.86万 | 新建仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $71.83万 | 0.60% | 33,008 | 33,008 | — | $71.83万 | 新建仓 |
| META | META PLATFORMS INC | $73.69万 | 0.61% | 1,288 | 1,288 | — | $73.69万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $74.63万 | 0.62% | 212,009 | 197,311 | 1,342.4% | $69.45万 | 重新持有 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $77.30万 | 0.64% | 39,080 | 32,668 | 509.5% | $64.62万 | 重新持有 |
| VIAV | VIAVI SOLUTIONS INC | $78.42万 | 0.65% | 23,565 | 23,565 | — | $78.42万 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS | $79.38万 | 0.66% | 11,032 | 11,032 | — | $79.38万 | 新建仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $80.08万 | 0.67% | 21,476 | 21,476 | — | $80.08万 | 新建仓 |
| — | SWARMER INC | $85.14万 | 0.71% | 18,039 | 18,039 | — | $85.14万 | 新建仓 |
| AA | ALCOA CORP | $86.27万 | 0.72% | 13,006 | 1,813 | 16.2% | $12.03万 | 加仓 |
| UMAC | UNUSUAL MACHS INC | $87.78万 | 0.73% | 70,792 | 70,792 | — | $87.78万 | 新建仓 |
| GSAT | GLOBALSTAR INC | $87.79万 | 0.73% | 13,218 | 13,218 | — | $87.79万 | 新建仓 |
| U | UNITY SOFTWARE INC | $88.54万 | 0.74% | 40,355 | 40,355 | — | $88.54万 | 新建仓 |
| GO | GROCERY OUTLET HLDG CORP | $89.89万 | 0.75% | 127,501 | 106,799 | 515.9% | $75.29万 | 重新持有 |
| HIMS | HIMS & HERS HEALTH INC | $99.99万 | 0.83% | 48,166 | 29,135 | 153.1% | $60.48万 | 加仓 |
| PL | PLANET LABS PBC | $102.27万 | 0.85% | 36,590 | 4,018 | 12.3% | $11.23万 | 加仓 |
| SNOW | SNOWFLAKE INC | $102.29万 | 0.85% | 6,782 | 6,782 | — | $102.29万 | 新建仓 |
| — | GRANITESHARES ETF TR | $106.77万 | 0.89% | 152,525 | 115,793 | 315.2% | $81.06万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $108.38万 | 0.90% | 230,598 | 230,598 | — | $108.38万 | 新建仓 |
| FIVE | FIVE BELOW INC | $109.49万 | 0.91% | 4,792 | 3,278 | 216.5% | $74.90万 | 重新持有 |
| COIN | COINBASE GLOBAL INC | $113.78万 | 0.95% | 6,516 | 6,516 | — | $113.78万 | 新建仓 |
| OKLO | OKLO INC | $117.52万 | 0.98% | 23,699 | 20,416 | 621.9% | $101.24万 | 加仓 |
| CENX | CENTURY ALUM CO | $120.24万 | 1.00% | 20,487 | -4,193 | -17.0% | -$24.61万 | 减仓 |
| FIG | FIGMA INC | $120.47万 | 1.00% | 56,986 | 51,424 | 924.6% | $108.71万 | 重新持有 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $127.30万 | 1.06% | 65,080 | 65,080 | — | $127.30万 | 新建仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $129.23万 | 1.08% | 26,288 | 21,274 | 424.3% | $104.58万 | 加仓 |
| — | THEMES ETF TR | $135.63万 | 1.13% | 498,636 | 498,636 | — | $135.63万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $137.42万 | 1.15% | 11,738 | 4,535 | 63.0% | $53.09万 | 加仓 |