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 |
|---|---|---|---|---|---|---|---|---|
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | -68,813 | -100.0% | -$163.36万 | 清仓 |
| WVE | WAVE LIFE SCIENCES LTD | $0 | 0.00% | 0 | -200,331 | -100.0% | -$145.24万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -11,738 | -100.0% | -$137.42万 | 清仓 |
| — | THEMES ETF TR | $0 | 0.00% | 0 | -498,636 | -100.0% | -$135.63万 | 清仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $0 | 0.00% | 0 | -65,080 | -100.0% | -$127.30万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -56,986 | -100.0% | -$120.47万 | 清仓 |
| CENX | CENTURY ALUM CO | $0 | 0.00% | 0 | -20,487 | -100.0% | -$120.24万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -23,699 | -100.0% | -$117.52万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -6,516 | -100.0% | -$113.78万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -4,792 | -100.0% | -$109.49万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $0 | 0.00% | 0 | -230,598 | -100.0% | -$108.38万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -6,782 | -100.0% | -$102.29万 | 清仓 |
| PL | PLANET LABS PBC | $0 | 0.00% | 0 | -36,590 | -100.0% | -$102.27万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -48,166 | -100.0% | -$99.99万 | 清仓 |
| GO | GROCERY OUTLET HLDG CORP | $0 | 0.00% | 0 | -127,501 | -100.0% | -$89.89万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -40,355 | -100.0% | -$88.54万 | 清仓 |
| GSAT | GLOBALSTAR INC | $0 | 0.00% | 0 | -13,218 | -100.0% | -$87.79万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -13,006 | -100.0% | -$86.27万 | 清仓 |
| — | SWARMER INC | $0 | 0.00% | 0 | -18,039 | -100.0% | -$85.14万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -21,476 | -100.0% | -$80.08万 | 清仓 |
| NKTR | NEKTAR THERAPEUTICS | $0 | 0.00% | 0 | -11,032 | -100.0% | -$79.38万 | 清仓 |
| VIAV | VIAVI SOLUTIONS INC | $0 | 0.00% | 0 | -23,565 | -100.0% | -$78.42万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -39,080 | -100.0% | -$77.30万 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC | $0 | 0.00% | 0 | -212,009 | -100.0% | -$74.63万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -1,288 | -100.0% | -$73.69万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -33,008 | -100.0% | -$71.83万 | 清仓 |
| — | THEMES ETF TR | $0 | 0.00% | 0 | -585,626 | -100.0% | -$70.86万 | 清仓 |
| LXU | LSB INDS INC | $0 | 0.00% | 0 | -46,188 | -100.0% | -$68.82万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -1,489 | -100.0% | -$66.17万 | 清仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $0 | 0.00% | 0 | -12,853 | -100.0% | -$65.61万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -58,583 | -100.0% | -$65.03万 | 清仓 |
| ALMS | ALUMIS INC | $0 | 0.00% | 0 | -29,405 | -100.0% | -$64.78万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -1,615 | -100.0% | -$64.28万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -13,696 | -100.0% | -$64.28万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -2,345 | -100.0% | -$63.45万 | 清仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $0 | 0.00% | 0 | -15,827 | -100.0% | -$62.04万 | 清仓 |
| FLY | FIREFLY AEROSPACE INC | $0 | 0.00% | 0 | -21,472 | -100.0% | -$61.13万 | 清仓 |
| REMX | VANECK ETF TRUST | $0 | 0.00% | 0 | -6,585 | -100.0% | -$57.95万 | 清仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $0 | 0.00% | 0 | -7,659 | -100.0% | -$57.80万 | 清仓 |
| FSLY | FASTLY INC | $0 | 0.00% | 0 | -19,497 | -100.0% | -$56.66万 | 清仓 |
| AUGO | AURA MINERALS INC | $0 | 0.00% | 0 | -6,904 | -100.0% | -$56.34万 | 清仓 |
| VITL | VITAL FARMS INC | $0 | 0.00% | 0 | -38,697 | -100.0% | -$54.64万 | 清仓 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | -11,514 | -100.0% | -$54.01万 | 清仓 |
| TROX | TRONOX HOLDINGS PLC | $0 | 0.00% | 0 | -52,225 | -100.0% | -$51.02万 | 清仓 |
| IEX | IDEX CORP | $0 | 0.00% | 0 | -2,687 | -100.0% | -$50.93万 | 清仓 |
| CAKE | CHEESECAKE FACTORY INC | $0 | 0.00% | 0 | -9,159 | -100.0% | -$50.15万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -54,916 | -100.0% | -$50.14万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -72,826 | -100.0% | -$50.03万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -24,982 | -100.0% | -$46.89万 | 清仓 |
| COMP | COMPASS INC | $0 | 0.00% | 0 | -63,969 | -100.0% | -$46.76万 | 清仓 |
| EMBJ | EMBRAER S.A. | $0 | 0.00% | 0 | -7,679 | -100.0% | -$45.57万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -39,364 | -100.0% | -$45.43万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -11,059 | -100.0% | -$44.76万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -106,650 | -100.0% | -$44.15万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -7,472 | -100.0% | -$42.68万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -22,973 | -100.0% | -$42.13万 | 清仓 |
| GDXJ | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,477 | -100.0% | -$41.74万 | 清仓 |
| IYM | ISHARES TR | $0 | 0.00% | 0 | -2,350 | -100.0% | -$41.34万 | 清仓 |
| — | FUNDRISE INNOVATION FD LLC | $0 | 0.00% | 0 | -3,125 | -100.0% | -$40.92万 | 清仓 |
| JOBY | JOBY AVIATION INC | $0 | 0.00% | 0 | -49,433 | -100.0% | -$40.83万 | 清仓 |
| FER | FERROVIAL SE | $0 | 0.00% | 0 | -6,231 | -100.0% | -$40.53万 | 清仓 |
| — | CARNIVAL PLC | $0 | 0.00% | 0 | -15,524 | -100.0% | -$40.01万 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE | $0 | 0.00% | 0 | -4,754 | -100.0% | -$39.81万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -15,049 | -100.0% | -$39.31万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $0 | 0.00% | 0 | -24,322 | -100.0% | -$38.72万 | 清仓 |
| RCAT | RED CAT HLDGS INC | $0 | 0.00% | 0 | -29,496 | -100.0% | -$38.61万 | 清仓 |
| KOS | KOSMOS ENERGY LTD | $0 | 0.00% | 0 | -138,072 | -100.0% | -$38.38万 | 清仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $0 | 0.00% | 0 | -7,362 | -100.0% | -$38.27万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -1,234 | -100.0% | -$37.52万 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -5,586 | -100.0% | -$37.14万 | 清仓 |
| TE | T1 ENERGY INC | $0 | 0.00% | 0 | -84,132 | -100.0% | -$36.93万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,247 | -100.0% | -$36.88万 | 清仓 |
| — | SPROTT FDS TR | $0 | 0.00% | 0 | -6,205 | -100.0% | -$36.72万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -10,647 | -100.0% | -$36.67万 | 清仓 |
| LOGI | LOGITECH INTL S A | $0 | 0.00% | 0 | -4,008 | -100.0% | -$36.52万 | 清仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $0 | 0.00% | 0 | -8,014 | -100.0% | -$36.37万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -4,808 | -100.0% | -$36.23万 | 清仓 |
| POR | PORTLAND GEN ELEC CO | $0 | 0.00% | 0 | -6,846 | -100.0% | -$36.13万 | 清仓 |
| SYRE | SPYRE THERAPEUTICS INC | $0 | 0.00% | 0 | -7,088 | -100.0% | -$35.75万 | 清仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $0 | 0.00% | 0 | -5,425 | -100.0% | -$35.52万 | 清仓 |
| YPF | YPF SOCIEDAD ANONIMA | $0 | 0.00% | 0 | -7,664 | -100.0% | -$35.42万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -1,358 | -100.0% | -$35.35万 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | -30,667 | -100.0% | -$35.17万 | 清仓 |
| GMAB | GENMAB A/S | $0 | 0.00% | 0 | -13,109 | -100.0% | -$35.17万 | 清仓 |
| JAN | JANUS LIVING INC | $0 | 0.00% | 0 | -14,827 | -100.0% | -$34.95万 | 清仓 |
| RDW | REDWIRE CORPORATION | $0 | 0.00% | 0 | -40,967 | -100.0% | -$34.82万 | 清仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $0 | 0.00% | 0 | -22,210 | -100.0% | -$34.80万 | 清仓 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | -13,359 | -100.0% | -$34.60万 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -5,658 | -100.0% | -$34.29万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -1,042 | -100.0% | -$34.27万 | 清仓 |
| OCGN | OCUGEN INC | $0 | 0.00% | 0 | -188,525 | -100.0% | -$34.12万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -9,274 | -100.0% | -$34.08万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -6,927 | -100.0% | -$33.77万 | 清仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $0 | 0.00% | 0 | -6,958 | -100.0% | -$33.54万 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | -9,021 | -100.0% | -$33.18万 | 清仓 |
| TPG | TPG INC | $0 | 0.00% | 0 | -8,184 | -100.0% | -$33.15万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -7,110 | -100.0% | -$32.99万 | 清仓 |
| FNB | F N B CORP | $0 | 0.00% | 0 | -19,701 | -100.0% | -$32.94万 | 清仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $0 | 0.00% | 0 | -28,174 | -100.0% | -$32.82万 | 清仓 |
| ATI | ATI INC | $0 | 0.00% | 0 | -2,215 | -100.0% | -$32.22万 | 清仓 |