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 |
|---|---|---|---|---|---|---|---|---|
| PENG | PENGUIN SOLUTIONS INC | $38.16万 | 0.31% | 5,020 | 5,020 | — | $38.16万 | 新建仓 |
| KARD | KARDIGAN INC | $35.85万 | 0.29% | 15,030 | 15,030 | — | $35.85万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $35.24万 | 0.29% | 11,686 | 11,686 | — | $35.24万 | 新建仓 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $35.17万 | 0.29% | 55,125 | -120,932 | -68.7% | -$77.15万 | 重新持有 |
| CMPS | COMPASS PATHWAYS PLC | $35.16万 | 0.28% | 24,846 | 11,809 | 90.6% | $16.71万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $35.13万 | 0.28% | 4,813 | 4,813 | — | $35.13万 | 新建仓 |
| — | UNICYCIVE THERAPEUTICS INC | $34.94万 | 0.28% | 74,490 | 74,490 | — | $34.94万 | 新建仓 |
| VOR | VOR BIOPHARMA INC | $34.66万 | 0.28% | 18,828 | 3,781 | 25.1% | $6.96万 | 加仓 |
| LFTO | LIFTOFF MOBILE INC | $34.54万 | 0.28% | 14,378 | 14,378 | — | $34.54万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $34.10万 | 0.28% | 6,340 | 6,340 | — | $34.10万 | 新建仓 |
| — | NEOVOLTA INC | $33.92万 | 0.27% | 107,676 | 107,676 | — | $33.92万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $33.06万 | 0.27% | 3,444 | -590 | -14.6% | -$5.66万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $32.77万 | 0.27% | 1,696 | 1,696 | — | $32.77万 | 新建仓 |
| — | INVESTMENT MANAGERS SER TR I | $32.47万 | 0.26% | 5,429 | 5,429 | — | $32.47万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $31.79万 | 0.26% | 592 | 592 | — | $31.79万 | 新建仓 |
| WIT | WIPRO LTD | $29.33万 | 0.24% | 130,357 | 130,357 | — | $29.33万 | 新建仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $29.19万 | 0.24% | 12,474 | 2,906 | 30.4% | $6.80万 | 加仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $29.11万 | 0.24% | 2,597 | 2,597 | — | $29.11万 | 新建仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $28.11万 | 0.23% | 8,854 | 8,854 | — | $28.11万 | 新建仓 |
| — | DEUTSCHE BK AG LONDON BRH | $27.87万 | 0.23% | 2,141 | -401 | -15.8% | -$5.22万 | 减仓 |
| COHU | COHU INC | $27.84万 | 0.23% | 3,767 | 3,767 | — | $27.84万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $27.79万 | 0.23% | 918 | 918 | — | $27.79万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $27.64万 | 0.22% | 45,012 | 45,012 | — | $27.64万 | 新建仓 |
| PBF | PBF ENERGY INC | $27.38万 | 0.22% | 6,016 | -212 | -3.4% | -$9,650 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $27.35万 | 0.22% | 65,757 | -72,391 | -52.4% | -$30.11万 | 减仓 |
| CNXC | CONCENTRIX CORP | $27.27万 | 0.22% | 12,170 | 12,170 | — | $27.27万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $26.95万 | 0.22% | 1,034 | -485 | -31.9% | -$12.64万 | 减仓 |
| IESC | IES HOLDINGS INC | $26.89万 | 0.22% | 366 | 366 | — | $26.89万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $26.47万 | 0.21% | 3,795 | 3,795 | — | $26.47万 | 新建仓 |
| PBLS | PARABILIS MEDICINES INC | $26.18万 | 0.21% | 9,564 | 9,564 | — | $26.18万 | 新建仓 |
| — | VOLATILITY SHS TR | $25.63万 | 0.21% | 22,462 | 22,462 | — | $25.63万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $25.48万 | 0.21% | 937 | -738 | -44.1% | -$20.07万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $25.37万 | 0.21% | 999 | -242 | -19.5% | -$6.15万 | 减仓 |
| — | GRANITESHARES ETF TR | $25.28万 | 0.20% | 10,129 | 10,129 | — | $25.28万 | 新建仓 |
| APPS | DIGITAL TURBINE INC | $25.00万 | 0.20% | 19,383 | 7,731 | 66.3% | $9.97万 | 重新持有 |
| — | ETF OPPORTUNITIES TRUST | $24.98万 | 0.20% | 16,187 | 16,187 | — | $24.98万 | 新建仓 |
| KYIV | KYIVSTAR GROUP LTD | $24.94万 | 0.20% | 15,421 | 15,421 | — | $24.94万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $24.83万 | 0.20% | 7,016 | 7,016 | — | $24.83万 | 新建仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $24.71万 | 0.20% | 45,836 | 45,836 | — | $24.71万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $24.40万 | 0.20% | 5,408 | -3,108 | -36.5% | -$14.02万 | 重新持有 |
| HNGE | HINGE HEALTH INC | $24.39万 | 0.20% | 2,938 | -2,368 | -44.6% | -$19.65万 | 减仓 |
| CAI | CARIS LIFE SCIENCES INC | $24.36万 | 0.20% | 13,670 | 13,670 | — | $24.36万 | 新建仓 |
| DPST | DIREXION SHARES ETF TRUST | $23.57万 | 0.19% | 1,667 | 1,667 | — | $23.57万 | 新建仓 |
| ZBIO | ZENAS BIOPHARMA INC | $22.91万 | 0.19% | 9,028 | -3,924 | -30.3% | -$9.96万 | 减仓 |
| RZLV | REZOLVE AI PLC | $22.85万 | 0.19% | 72,555 | 72,555 | — | $22.85万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.64万 | 0.18% | 474 | -623 | -56.8% | -$29.75万 | 减仓 |
| QQQ | INVESCO QQQ TR | $22.24万 | 0.18% | 302 | -289 | -48.9% | -$21.28万 | 重新持有 |
| — | HUMACYTE INC | $22.16万 | 0.18% | 284,003 | 284,003 | — | $22.16万 | 新建仓 |
| HROW | HARROW INC | $22.11万 | 0.18% | 5,205 | 661 | 14.5% | $2.81万 | 重新持有 |
| TNA | DIREXION SHARES ETF TRUST | $22.02万 | 0.18% | 2,932 | 2,932 | — | $22.02万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.97万 | 0.18% | 439 | 439 | — | $21.97万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $21.75万 | 0.18% | 12,038 | -7,896 | -39.6% | -$14.27万 | 重新持有 |
| HQ | HORIZON QUANTUM HOLDINGS LTD | $21.68万 | 0.18% | 7,808 | 7,808 | — | $21.68万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $21.39万 | 0.17% | 4,776 | -4,104 | -46.2% | -$18.38万 | 减仓 |
| MELI | MERCADOLIBRE INC | $21.39万 | 0.17% | 126 | -71 | -36.0% | -$12.05万 | 重新持有 |
| FFIV | F5 INC | $21.38万 | 0.17% | 514 | -318 | -38.2% | -$13.23万 | 减仓 |
| SLN | SILENCE THERAPEUTICS PLC | $21.01万 | 0.17% | 19,133 | 19,133 | — | $21.01万 | 新建仓 |
| NVS | NOVARTIS AG | $20.61万 | 0.17% | 1,315 | 1,315 | — | $20.61万 | 新建仓 |
| AVEX | AEVEX CORP | $20.29万 | 0.16% | 9,715 | 9,715 | — | $20.29万 | 新建仓 |
| — | LASER PHOTONICS CORP | $20.26万 | 0.16% | 122,789 | 122,789 | — | $20.26万 | 新建仓 |
| — | PROSHARES TR II | $20.26万 | 0.16% | 8,944 | 8,944 | — | $20.26万 | 新建仓 |
| FWRD | FORWARD AIR CORP | $20.17万 | 0.16% | 14,929 | 14,929 | — | $20.17万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $20.07万 | 0.16% | 820 | -2,773 | -77.2% | -$67.87万 | 重新持有 |
| — | P3 HEALTH PARTNERS INC | $17.62万 | 0.14% | 16,318 | 16,318 | — | $17.62万 | 新建仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $17.41万 | 0.14% | 22,355 | 22,355 | — | $17.41万 | 新建仓 |
| — | ICECURE MED LTD | $15.89万 | 0.13% | 32,696 | 32,696 | — | $15.89万 | 新建仓 |
| — | TIDAL TRUST II | $14.92万 | 0.12% | 58,068 | 58,068 | — | $14.92万 | 新建仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $14.37万 | 0.12% | 22,007 | 289 | 1.3% | $1,887 | 加仓 |
| IMMX | IMMIX BIOPHARMA INC | $13.94万 | 0.11% | 13,524 | 13,524 | — | $13.94万 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $13.14万 | 0.11% | 15,008 | -10,760 | -41.8% | -$9.42万 | 减仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $12.09万 | 0.10% | 15,404 | -3,584 | -18.9% | -$2.81万 | 重新持有 |
| UEC | URANIUM ENERGY CORP | $11.93万 | 0.10% | 11,196 | -7,602 | -40.4% | -$8.10万 | 减仓 |
| — | SOLUNA HOLDINGS INC | $11.62万 | 0.09% | 86,094 | 86,094 | — | $11.62万 | 新建仓 |
| NUCL | EAGLE NUCLEAR ENERGY CORP | $11.12万 | 0.09% | 11,573 | 11,573 | — | $11.12万 | 新建仓 |
| AMC | AMC ENTMT HLDGS INC | $11.00万 | 0.09% | 57,874 | -57,160 | -49.7% | -$10.86万 | 重新持有 |
| FULC | FULCRUM THERAPEUTICS INC | $10.46万 | 0.08% | 28,584 | 28,584 | — | $10.46万 | 新建仓 |
| — | GRANITESHARES ETF TR | $10.09万 | 0.08% | 23,638 | -128,887 | -84.5% | -$55.03万 | 减仓 |
| CCCC | C4 THERAPEUTICS INC | $9.93万 | 0.08% | 21,260 | 21,260 | — | $9.93万 | 新建仓 |
| — | GRANITESHARES ETF TR | $9.66万 | 0.08% | 10,295 | 10,295 | — | $9.66万 | 新建仓 |
| — | CYBIN INC | $9.31万 | 0.08% | 14,081 | 14,081 | — | $9.31万 | 新建仓 |
| — | LIFEVANTAGE CORP | $9.27万 | 0.08% | 14,858 | 14,858 | — | $9.27万 | 新建仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $9.00万 | 0.07% | 22,844 | 22,844 | — | $9.00万 | 新建仓 |
| — | VERU INC | $8.89万 | 0.07% | 28,391 | 28,391 | — | $8.89万 | 新建仓 |
| RLMD | RELMADA THERAPEUTICS INC | $8.18万 | 0.07% | 11,826 | -2,783 | -19.0% | -$1.93万 | 减仓 |
| — | ENGENE THERAPEUTICS INC | $7.04万 | 0.06% | 40,710 | 40,710 | — | $7.04万 | 新建仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $6.91万 | 0.06% | 47,659 | 47,659 | — | $6.91万 | 新建仓 |
| — | WORKSPORT LTD | $6.90万 | 0.06% | 63,321 | 63,321 | — | $6.90万 | 新建仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $6.80万 | 0.06% | 17,446 | 6,630 | 61.3% | $2.59万 | 加仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $6.60万 | 0.05% | 13,613 | 13,613 | — | $6.60万 | 新建仓 |
| — | STAK INC | $6.29万 | 0.05% | 16,508 | 16,508 | — | $6.29万 | 新建仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $6.27万 | 0.05% | 82,375 | 60,323 | 273.5% | $4.59万 | 加仓 |
| — | INVO FERTILITY INC. | $6.14万 | 0.05% | 32,338 | 32,338 | — | $6.14万 | 新建仓 |
| — | AUREUS GREENWAY HLDGS INC | $5.91万 | 0.05% | 14,804 | 14,804 | — | $5.91万 | 新建仓 |
| — | NANO X IMAGING LTD | $5.80万 | 0.05% | 50,038 | 50,038 | — | $5.80万 | 新建仓 |
| — | KAIXIN HLDGS | $5.69万 | 0.05% | 14,178 | 14,178 | — | $5.69万 | 新建仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $4.96万 | 0.04% | 10,838 | 10,838 | — | $4.96万 | 新建仓 |
| — | KIORA PHARMACEUTICALS INC | $4.93万 | 0.04% | 18,746 | 18,746 | — | $4.93万 | 新建仓 |
| IVVD | INVIVYD INC | $4.61万 | 0.04% | 52,893 | -156,438 | -74.7% | -$13.65万 | 重新持有 |
| SNAP | SNAP INC | $4.59万 | 0.04% | 10,340 | -22,092 | -68.1% | -$9.81万 | 减仓 |
| — | ARQ INC | $4.47万 | 0.04% | 17,527 | -17,101 | -49.4% | -$4.36万 | 减仓 |