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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -1,011 | -100.0% | -$32.16万 | 清仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $0 | 0.00% | 0 | -5,544 | -100.0% | -$32.04万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -3,136 | -100.0% | -$32.04万 | 清仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $0 | 0.00% | 0 | -22,979 | -100.0% | -$31.85万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -2,174 | -100.0% | -$31.57万 | 清仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,201 | -100.0% | -$31.09万 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -761 | -100.0% | -$30.99万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -3,118 | -100.0% | -$30.88万 | 清仓 |
| MMSI | MERIT MED SYS INC | $0 | 0.00% | 0 | -4,479 | -100.0% | -$30.87万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -14,342 | -100.0% | -$30.75万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -2,253 | -100.0% | -$30.75万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -21,394 | -100.0% | -$30.74万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -436 | -100.0% | -$30.64万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -849 | -100.0% | -$30.24万 | 清仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $0 | 0.00% | 0 | -9,502 | -100.0% | -$30.14万 | 清仓 |
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | -5,344 | -100.0% | -$29.94万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -11,210 | -100.0% | -$29.72万 | 清仓 |
| ERAS | ERASCA INC | $0 | 0.00% | 0 | -18,170 | -100.0% | -$29.40万 | 清仓 |
| SLF | SUN LIFE FINANCIAL INC. | $0 | 0.00% | 0 | -4,685 | -100.0% | -$29.31万 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $0 | 0.00% | 0 | -17,359 | -100.0% | -$29.27万 | 清仓 |
| TECL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -3,377 | -100.0% | -$29.23万 | 清仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -6,656 | -100.0% | -$29.11万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -15,018 | -100.0% | -$28.85万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -10,006 | -100.0% | -$28.85万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $0 | 0.00% | 0 | -3,358 | -100.0% | -$28.80万 | 清仓 |
| SATL | SATELLOGIC INC | $0 | 0.00% | 0 | -52,364 | -100.0% | -$28.49万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,464 | -100.0% | -$28.24万 | 清仓 |
| NSIT | INSIGHT ENTERPRISES INC | $0 | 0.00% | 0 | -4,198 | -100.0% | -$28.13万 | 清仓 |
| KNF | KNIFE RIVER CORP | $0 | 0.00% | 0 | -3,431 | -100.0% | -$28.01万 | 清仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $0 | 0.00% | 0 | -27,568 | -100.0% | -$27.62万 | 清仓 |
| — | INVESTMENT MANAGERS SER TR I | $0 | 0.00% | 0 | -25,135 | -100.0% | -$27.47万 | 清仓 |
| YOU | CLEAR SECURE INC | $0 | 0.00% | 0 | -5,672 | -100.0% | -$27.46万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -10,046 | -100.0% | -$27.24万 | 清仓 |
| SCHL | SCHOLASTIC CORP | $0 | 0.00% | 0 | -6,973 | -100.0% | -$27.24万 | 清仓 |
| SHOO | MADDEN STEVEN LTD | $0 | 0.00% | 0 | -8,007 | -100.0% | -$27.16万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | -12,694 | -100.0% | -$26.86万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | -18,525 | -100.0% | -$26.73万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -1,973 | -100.0% | -$26.57万 | 清仓 |
| CAR | AVIS BUDGET GROUP INC | $0 | 0.00% | 0 | -1,821 | -100.0% | -$26.56万 | 清仓 |
| LEU | CENTRUS ENERGY CORP | $0 | 0.00% | 0 | -1,515 | -100.0% | -$26.30万 | 清仓 |
| NEXT | NEXTDECADE CORP | $0 | 0.00% | 0 | -34,129 | -100.0% | -$26.14万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -862 | -100.0% | -$26.07万 | 清仓 |
| DSGX | DESCARTES SYS GROUP INC | $0 | 0.00% | 0 | -3,631 | -100.0% | -$25.98万 | 清仓 |
| SSRM | SSR MINING IN | $0 | 0.00% | 0 | -8,827 | -100.0% | -$25.95万 | 清仓 |
| CNM | CORE & MAIN INC | $0 | 0.00% | 0 | -5,247 | -100.0% | -$25.92万 | 清仓 |
| CSIQ | CANADIAN SOLAR INC | $0 | 0.00% | 0 | -18,601 | -100.0% | -$25.76万 | 清仓 |
| — | VERITONE INC | $0 | 0.00% | 0 | -130,651 | -100.0% | -$25.74万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -352 | -100.0% | -$25.65万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -2,943 | -100.0% | -$25.64万 | 清仓 |
| STNG | SCORPIO TANKERS INC | $0 | 0.00% | 0 | -3,423 | -100.0% | -$25.56万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -348 | -100.0% | -$25.41万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -3,830 | -100.0% | -$25.32万 | 清仓 |
| MUU | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -2,103 | -100.0% | -$25.32万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -2,973 | -100.0% | -$25.22万 | 清仓 |
| — | INVESTMENT MANAGERS SER TR I | $0 | 0.00% | 0 | -14,471 | -100.0% | -$25.09万 | 清仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $0 | 0.00% | 0 | -13,033 | -100.0% | -$25.06万 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -38,554 | -100.0% | -$24.87万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -2,072 | -100.0% | -$24.60万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,816 | -100.0% | -$24.56万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,268 | -100.0% | -$24.55万 | 清仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $0 | 0.00% | 0 | -16,459 | -100.0% | -$24.43万 | 清仓 |
| ENVX | ENOVIX CORPORATION | $0 | 0.00% | 0 | -46,998 | -100.0% | -$24.34万 | 清仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $0 | 0.00% | 0 | -11,079 | -100.0% | -$24.31万 | 清仓 |
| JHX | JAMES HARDIE INDS PLC | $0 | 0.00% | 0 | -12,814 | -100.0% | -$24.27万 | 清仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $0 | 0.00% | 0 | -5,841 | -100.0% | -$24.19万 | 清仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | -15,903 | -100.0% | -$23.79万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -2,491 | -100.0% | -$23.77万 | 清仓 |
| WTFC | WINTRUST FINL CORP | $0 | 0.00% | 0 | -1,710 | -100.0% | -$23.76万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -570 | -100.0% | -$23.75万 | 清仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -2,557 | -100.0% | -$23.72万 | 清仓 |
| ESNT | ESSENT GROUP LTD | $0 | 0.00% | 0 | -4,058 | -100.0% | -$23.71万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -1,677 | -100.0% | -$23.66万 | 清仓 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | -2,700 | -100.0% | -$23.64万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -831 | -100.0% | -$23.58万 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | -1,078 | -100.0% | -$23.48万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -3,153 | -100.0% | -$23.47万 | 清仓 |