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 |
|---|---|---|---|---|---|---|---|---|
| NVO | NOVO-NORDISK A S | $34.08万 | 0.28% | 9,274 | -10,350 | -52.7% | -$38.04万 | 重新持有 |
| BAC | BANK AMERICA CORP | $33.77万 | 0.28% | 6,927 | -306 | -4.2% | -$1.49万 | 减仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $33.68万 | 0.28% | 9,568 | -18,508 | -65.9% | -$65.15万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $33.54万 | 0.28% | 6,958 | 6,958 | — | $33.54万 | 新建仓 |
| ALK | ALASKA AIR GROUP INC | $33.18万 | 0.28% | 9,021 | 2,755 | 44.0% | $10.13万 | 加仓 |
| TPG | TPG INC | $33.15万 | 0.28% | 8,184 | 4,650 | 131.6% | $18.84万 | 重新持有 |
| FAST | FASTENAL CO | $32.99万 | 0.28% | 7,110 | 7,110 | — | $32.99万 | 新建仓 |
| FNB | F N B CORP | $32.94万 | 0.27% | 19,701 | -3,753 | -16.0% | -$6.28万 | 重新持有 |
| PGY | PAGAYA TECHNOLOGIES LTD | $32.82万 | 0.27% | 28,174 | 17,983 | 176.5% | $20.95万 | 加仓 |
| ATI | ATI INC | $32.22万 | 0.27% | 2,215 | 2,215 | — | $32.22万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $32.16万 | 0.27% | 1,011 | -963 | -48.8% | -$30.64万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $32.04万 | 0.27% | 5,544 | 2,125 | 62.2% | $12.28万 | 加仓 |
| PDD | PDD HOLDINGS INC | $32.04万 | 0.27% | 3,136 | 69 | 2.2% | $7,050 | 加仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $31.85万 | 0.27% | 22,979 | 22,979 | — | $31.85万 | 新建仓 |
| MMM | 3M CO | $31.57万 | 0.26% | 2,174 | -130 | -5.6% | -$1.89万 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $31.09万 | 0.26% | 10,201 | 10,201 | — | $31.09万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $30.99万 | 0.26% | 761 | -56 | -6.9% | -$2.28万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $30.88万 | 0.26% | 3,118 | -1,673 | -34.9% | -$16.57万 | 重新持有 |
| MMSI | MERIT MED SYS INC | $30.87万 | 0.26% | 4,479 | 4,479 | — | $30.87万 | 新建仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $30.75万 | 0.26% | 14,342 | 14,342 | — | $30.75万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $30.75万 | 0.26% | 2,253 | 2,253 | — | $30.75万 | 新建仓 |
| NU | NU HLDGS LTD | $30.74万 | 0.26% | 21,394 | 7,982 | 59.5% | $11.47万 | 重新持有 |
| LITE | LUMENTUM HLDGS INC | $30.64万 | 0.26% | 436 | -2,007 | -82.2% | -$141.04万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $30.34万 | 0.25% | 1,241 | -3,731 | -75.0% | -$91.20万 | 重新持有 |
| FDX | FEDEX CORP | $30.24万 | 0.25% | 849 | 849 | — | $30.24万 | 新建仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $30.14万 | 0.25% | 9,502 | 9,502 | — | $30.14万 | 新建仓 |
| AMRZ | AMRIZE LTD | $29.94万 | 0.25% | 5,344 | -11,316 | -67.9% | -$63.39万 | 重新持有 |
| TOST | TOAST INC | $29.72万 | 0.25% | 11,210 | 5,110 | 83.8% | $13.55万 | 重新持有 |
| PBF | PBF ENERGY INC | $29.66万 | 0.25% | 6,228 | -6,622 | -51.5% | -$31.53万 | 重新持有 |
| ERAS | ERASCA INC | $29.40万 | 0.25% | 18,170 | -54,033 | -74.8% | -$87.43万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $29.31万 | 0.24% | 4,685 | 4,685 | — | $29.31万 | 新建仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $29.27万 | 0.24% | 17,359 | 4,549 | 35.5% | $7.67万 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $29.23万 | 0.24% | 3,377 | 3,377 | — | $29.23万 | 新建仓 |
| FOUR | SHIFT4 PMTS INC | $29.11万 | 0.24% | 6,656 | 6,656 | — | $29.11万 | 新建仓 |
| HPQ | HP INC | $28.85万 | 0.24% | 15,018 | 2,937 | 24.3% | $5.64万 | 加仓 |
| IONQ | IONQ INC | $28.85万 | 0.24% | 10,006 | 10,006 | — | $28.85万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $28.80万 | 0.24% | 3,358 | 3,358 | — | $28.80万 | 新建仓 |
| SATL | SATELLOGIC INC | $28.49万 | 0.24% | 52,364 | 52,364 | — | $28.49万 | 新建仓 |
| RTX | RTX CORPORATION | $28.24万 | 0.24% | 1,464 | -2,813 | -65.8% | -$54.26万 | 重新持有 |
| NSIT | INSIGHT ENTERPRISES INC | $28.13万 | 0.23% | 4,198 | 4,198 | — | $28.13万 | 新建仓 |
| KNF | KNIFE RIVER CORP | $28.01万 | 0.23% | 3,431 | 3,431 | — | $28.01万 | 新建仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $27.62万 | 0.23% | 27,568 | 13,083 | 90.3% | $13.11万 | 加仓 |
| — | INVESTMENT MANAGERS SER TR I | $27.47万 | 0.23% | 25,135 | 25,135 | — | $27.47万 | 新建仓 |
| YOU | CLEAR SECURE INC | $27.46万 | 0.23% | 5,672 | 5,672 | — | $27.46万 | 新建仓 |
| — | TIDAL TRUST II | $27.24万 | 0.23% | 10,046 | 10,046 | — | $27.24万 | 新建仓 |
| SCHL | SCHOLASTIC CORP | $27.24万 | 0.23% | 6,973 | 6,973 | — | $27.24万 | 新建仓 |
| SHOO | MADDEN STEVEN LTD | $27.16万 | 0.23% | 8,007 | 8,007 | — | $27.16万 | 新建仓 |
| BCS | BARCLAYS PLC | $26.86万 | 0.22% | 12,694 | 3,722 | 41.5% | $7.88万 | 加仓 |
| VOR | VOR BIOPHARMA INC | $26.84万 | 0.22% | 15,047 | 8,950 | 146.8% | $15.97万 | 重新持有 |
| QBTS | D-WAVE QUANTUM INC | $26.73万 | 0.22% | 18,525 | 18,525 | — | $26.73万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $26.66万 | 0.22% | 1,519 | -451 | -22.9% | -$7.91万 | 减仓 |
| RDDT | REDDIT INC | $26.57万 | 0.22% | 1,973 | 1,973 | — | $26.57万 | 新建仓 |
| CAR | AVIS BUDGET GROUP INC | $26.56万 | 0.22% | 1,821 | 1,821 | — | $26.56万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $26.30万 | 0.22% | 1,515 | 1,515 | — | $26.30万 | 新建仓 |
| NEXT | NEXTDECADE CORP | $26.14万 | 0.22% | 34,129 | 13,032 | 61.8% | $9.98万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $26.07万 | 0.22% | 862 | 862 | — | $26.07万 | 新建仓 |
| DSGX | DESCARTES SYS GROUP INC | $25.98万 | 0.22% | 3,631 | 571 | 18.7% | $4.09万 | 加仓 |
| SSRM | SSR MINING IN | $25.95万 | 0.22% | 8,827 | 8,827 | — | $25.95万 | 新建仓 |
| CNM | CORE & MAIN INC | $25.92万 | 0.22% | 5,247 | 1,201 | 29.7% | $5.93万 | 加仓 |
| CSIQ | CANADIAN SOLAR INC | $25.76万 | 0.21% | 18,601 | 18,601 | — | $25.76万 | 新建仓 |
| — | VERITONE INC | $25.74万 | 0.21% | 130,651 | 130,651 | — | $25.74万 | 新建仓 |
| URI | UNITED RENTALS INC | $25.65万 | 0.21% | 352 | 352 | — | $25.65万 | 新建仓 |
| PNR | PENTAIR PLC | $25.64万 | 0.21% | 2,943 | 2,943 | — | $25.64万 | 新建仓 |
| STNG | SCORPIO TANKERS INC | $25.56万 | 0.21% | 3,423 | 3,423 | — | $25.56万 | 新建仓 |
| ARGX | ARGENX SE | $25.41万 | 0.21% | 348 | 348 | — | $25.41万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $25.38万 | 0.21% | 18,798 | -861 | -4.4% | -$1.16万 | 减仓 |
| ZBIO | ZENAS BIOPHARMA INC | $25.32万 | 0.21% | 12,952 | 12,952 | — | $25.32万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $25.32万 | 0.21% | 3,830 | -2,119 | -35.6% | -$14.01万 | 减仓 |
| MUU | DIREXION SHARES ETF TRUST | $25.32万 | 0.21% | 2,103 | 2,103 | — | $25.32万 | 新建仓 |
| ACM | AECOM | $25.22万 | 0.21% | 2,973 | -1,686 | -36.2% | -$14.30万 | 减仓 |
| ASST | STRIVE INC | $25.11万 | 0.21% | 25,056 | 25,056 | — | $25.11万 | 新建仓 |
| — | INVESTMENT MANAGERS SER TR I | $25.09万 | 0.21% | 14,471 | 14,471 | — | $25.09万 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $25.06万 | 0.21% | 13,033 | -15,820 | -54.8% | -$30.42万 | 重新持有 |
| — | TASEKO MINES LTD | $24.87万 | 0.21% | 38,554 | 38,554 | — | $24.87万 | 新建仓 |
| DG | DOLLAR GEN CORP | $24.60万 | 0.21% | 2,072 | 2,072 | — | $24.60万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $24.56万 | 0.20% | 352 | 352 | — | $24.56万 | 新建仓 |
| NEM | NEWMONT CORP | $24.55万 | 0.20% | 2,268 | -6,704 | -74.7% | -$72.57万 | 减仓 |
| TEM | TEMPUS AI INC | $24.45万 | 0.20% | 5,408 | 188 | 3.6% | $8,501 | 重新持有 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $24.43万 | 0.20% | 16,459 | 1,573 | 10.6% | $2.33万 | 加仓 |
| ENVX | ENOVIX CORPORATION | $24.34万 | 0.20% | 46,998 | 11,445 | 32.2% | $5.93万 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $24.31万 | 0.20% | 11,079 | 11,079 | — | $24.31万 | 新建仓 |
| JHX | JAMES HARDIE INDS PLC | $24.27万 | 0.20% | 12,814 | 12,814 | — | $24.27万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $24.19万 | 0.20% | 5,841 | 5,841 | — | $24.19万 | 新建仓 |
| FFIV | F5 INC | $24.07万 | 0.20% | 832 | -3,152 | -79.1% | -$91.20万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $23.79万 | 0.20% | 15,903 | -7,603 | -32.3% | -$11.37万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $23.77万 | 0.20% | 2,491 | 2,491 | — | $23.77万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $23.76万 | 0.20% | 1,710 | 1,710 | — | $23.76万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $23.75万 | 0.20% | 570 | 49 | 9.4% | $2.04万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $23.72万 | 0.20% | 2,557 | -606 | -19.2% | -$5.62万 | 重新持有 |
| ESNT | ESSENT GROUP LTD | $23.71万 | 0.20% | 4,058 | 4,058 | — | $23.71万 | 新建仓 |
| TPR | TAPESTRY INC | $23.66万 | 0.20% | 1,677 | 1,677 | — | $23.66万 | 新建仓 |
| TXT | TEXTRON INC | $23.64万 | 0.20% | 2,700 | 2,700 | — | $23.64万 | 新建仓 |
| GE | GE AEROSPACE | $23.58万 | 0.20% | 831 | 831 | — | $23.58万 | 新建仓 |
| AIZ | ASSURANT INC | $23.48万 | 0.20% | 1,078 | 1,078 | — | $23.48万 | 新建仓 |
| DEO | DIAGEO PLC | $23.47万 | 0.20% | 3,153 | -6,141 | -66.1% | -$45.72万 | 重新持有 |
| MNST | MONSTER BEVERAGE CORP NEW | $23.44万 | 0.20% | 3,235 | -8,408 | -72.2% | -$60.92万 | 重新持有 |
| NXST | NEXSTAR MEDIA GROUP INC | $23.44万 | 0.20% | 1,296 | 1,296 | — | $23.44万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $23.42万 | 0.20% | 6,779 | 6,779 | — | $23.42万 | 新建仓 |
| CERT | CERTARA INC | $23.29万 | 0.19% | 40,859 | 28,639 | 234.4% | $16.32万 | 加仓 |
| NRG | NRG ENERGY INC | $23.27万 | 0.19% | 1,592 | -3,245 | -67.1% | -$47.42万 | 重新持有 |