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 |
|---|---|---|---|---|---|---|---|---|
| MXL | MAXLINEAR INC | $228.46万 | 1.85% | 17,844 | 17,844 | — | $228.46万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC | $215.18万 | 1.74% | 59,756 | 35,523 | 146.6% | $127.92万 | 重新持有 |
| ALAB | ASTERA LABS INC | $210.93万 | 1.71% | 4,367 | 4,367 | — | $210.93万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $208.45万 | 1.69% | 12,200 | 12,200 | — | $208.45万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $208.30万 | 1.69% | 2,881 | 2,881 | — | $208.30万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $206.93万 | 1.68% | 6,068 | 6,068 | — | $206.93万 | 新建仓 |
| TSLA | TESLA INC | $201.64万 | 1.63% | 4,794 | 4,794 | — | $201.64万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $196.36万 | 1.59% | 2,573 | 2,573 | — | $196.36万 | 新建仓 |
| TEM | TEMPUS AI INC | $196.32万 | 1.59% | 33,889 | 28,481 | 526.6% | $164.99万 | 加仓 |
| SNDK | SANDISK CORP | $193.04万 | 1.56% | 849 | 849 | — | $193.04万 | 新建仓 |
| MSTR | STRATEGY INC | $190.26万 | 1.54% | 21,887 | 21,887 | — | $190.26万 | 新建仓 |
| MRNA | MODERNA INC | $187.86万 | 1.52% | 26,826 | 20,027 | 294.6% | $140.25万 | 重新持有 |
| SOXL | DIREXION SHARES ETF TRUST | $186.22万 | 1.51% | 6,982 | 6,982 | — | $186.22万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $185.53万 | 1.50% | 6,718 | 6,718 | — | $185.53万 | 新建仓 |
| QNT | QUANTINUUM INC | $185.48万 | 1.50% | 22,692 | 22,692 | — | $185.48万 | 新建仓 |
| TER | TERADYNE INC | $182.17万 | 1.48% | 3,765 | 3,765 | — | $182.17万 | 新建仓 |
| BLZE | BACKBLAZE INC | $178.38万 | 1.45% | 112,471 | 112,471 | — | $178.38万 | 新建仓 |
| OUST | OUSTER INC | $176.82万 | 1.43% | 28,282 | 28,282 | — | $176.82万 | 新建仓 |
| BLLN | BILLIONTOONE INC | $173.85万 | 1.41% | 14,490 | 14,490 | — | $173.85万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $170.94万 | 1.39% | 7,735 | 7,735 | — | $170.94万 | 新建仓 |
| — | THEMES ETF TR | $159.09万 | 1.29% | 35,197 | 35,197 | — | $159.09万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $155.36万 | 1.26% | 4,043 | 4,043 | — | $155.36万 | 新建仓 |
| INTC | INTEL CORP | $149.17万 | 1.21% | 10,683 | 10,683 | — | $149.17万 | 新建仓 |
| KYMR | KYMERA THERAPEUTICS INC | $148.42万 | 1.20% | 12,943 | 5,564 | 75.4% | $63.80万 | 重新持有 |
| TQQQ | PROSHARES TR | $148.04万 | 1.20% | 18,276 | 3,523 | 23.9% | $28.54万 | 重新持有 |
| AGLT | CHURCHILL CAP CORP XI | $146.67万 | 1.19% | 84,053 | 84,053 | — | $146.67万 | 新建仓 |
| SEZL | SEZZLE INC | $146.09万 | 1.18% | 8,512 | 8,512 | — | $146.09万 | 新建仓 |
| ABSI | ABSCI CORPORATION | $144.22万 | 1.17% | 124,434 | 98,149 | 373.4% | $113.75万 | 加仓 |
| — | THEMES ETF TR | $133.34万 | 1.08% | 87,039 | 87,039 | — | $133.34万 | 新建仓 |
| ASST | STRIVE INC | $125.85万 | 1.02% | 115,353 | 90,297 | 360.4% | $98.51万 | 加仓 |
| TENB | TENABLE HLDGS INC | $125.70万 | 1.02% | 34,084 | 34,084 | — | $125.70万 | 新建仓 |
| PTRN | PATTERN GROUP INC | $125.62万 | 1.02% | 49,870 | 49,870 | — | $125.62万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $124.62万 | 1.01% | 4,181 | 4,181 | — | $124.62万 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $124.26万 | 1.01% | 69,340 | 54,045 | 353.4% | $96.85万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $122.73万 | 0.99% | 72,533 | 56,268 | 345.9% | $95.21万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $116.84万 | 0.95% | 8,592 | 4,677 | 119.5% | $63.60万 | 重新持有 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $116.53万 | 0.94% | 73,428 | 54,253 | 282.9% | $86.10万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $113.09万 | 0.92% | 3,378 | 2,709 | 404.9% | $90.69万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $112.06万 | 0.91% | 1,929 | -4,442 | -69.7% | -$258.04万 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $111.06万 | 0.90% | 2,563 | 2,563 | — | $111.06万 | 新建仓 |
| KORU | DIREXION SHARES ETF TRUST | $108.69万 | 0.88% | 1,391 | 1,391 | — | $108.69万 | 新建仓 |
| FN | FABRINET | $106.46万 | 0.86% | 1,894 | 1,894 | — | $106.46万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $100.12万 | 0.81% | 618,004 | 618,004 | — | $100.12万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $99.76万 | 0.81% | 9,814 | -1,989 | -16.9% | -$20.22万 | 重新持有 |
| DAVE | DAVE INC | $94.23万 | 0.76% | 2,529 | 2,529 | — | $94.23万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $94.07万 | 0.76% | 9,950 | 9,950 | — | $94.07万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $89.56万 | 0.73% | 2,402 | 2,402 | — | $89.56万 | 新建仓 |
| FORM | FORMFACTOR INC | $85.15万 | 0.69% | 5,324 | 5,324 | — | $85.15万 | 新建仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $84.38万 | 0.68% | 15,341 | -10,947 | -41.6% | -$60.21万 | 减仓 |
| KLAC | KLA CORP | $81.22万 | 0.66% | 2,692 | 2,692 | — | $81.22万 | 新建仓 |
| AIP | ARTERIS INC | $81.10万 | 0.66% | 16,690 | 16,690 | — | $81.10万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $81.05万 | 0.66% | 10,419 | 10,419 | — | $81.05万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $79.16万 | 0.64% | 1,412 | 1,412 | — | $79.16万 | 新建仓 |
| LLY | ELI LILLY & CO | $76.52万 | 0.62% | 638 | 638 | — | $76.52万 | 新建仓 |
| WWD | WOODWARD INC | $76.49万 | 0.62% | 1,798 | 1,798 | — | $76.49万 | 新建仓 |
| AMDL | GRANITESHARES ETF TR | $75.67万 | 0.61% | 9,144 | 9,144 | — | $75.67万 | 新建仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $75.35万 | 0.61% | 25,177 | 25,177 | — | $75.35万 | 新建仓 |
| VST | VISTRA CORP | $74.05万 | 0.60% | 4,668 | 2,795 | 149.2% | $44.34万 | 重新持有 |
| HTZ | HERTZ GLOBAL HLDGS INC | $71.65万 | 0.58% | 316,316 | 292,313 | 1,217.8% | $66.21万 | 重新持有 |
| OKTA | OKTA INC | $70.48万 | 0.57% | 5,165 | 5,165 | — | $70.48万 | 新建仓 |
| BB | BLACKBERRY LTD | $70.08万 | 0.57% | 55,400 | 27,768 | 100.5% | $35.13万 | 加仓 |
| DDOG | DATADOG INC | $68.76万 | 0.56% | 2,641 | 2,641 | — | $68.76万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $67.81万 | 0.55% | 6,709 | 1,403 | 26.4% | $14.18万 | 重新持有 |
| PCT | PURECYCLE TECHNOLOGIES INC | $65.61万 | 0.53% | 80,896 | 45,368 | 127.7% | $36.79万 | 加仓 |
| POET | POET TECHNOLOGIES INC | $64.93万 | 0.53% | 63,166 | 63,166 | — | $64.93万 | 新建仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $64.65万 | 0.52% | 3,442 | 3,442 | — | $64.65万 | 新建仓 |
| ITB | ISHARES TR | $63.65万 | 0.52% | 6,092 | 6,092 | — | $63.65万 | 新建仓 |
| — | ROBOSTRATEGY INC | $61.36万 | 0.50% | 15,437 | 15,437 | — | $61.36万 | 新建仓 |
| INIO | INNIO NV | $61.31万 | 0.50% | 15,502 | 15,502 | — | $61.31万 | 新建仓 |
| — | ALPHA TAU MEDICAL LTD | $57.56万 | 0.47% | 45,752 | 45,752 | — | $57.56万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $57.31万 | 0.46% | 2,236 | 2,236 | — | $57.31万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $56.39万 | 0.46% | 14,456 | 14,456 | — | $56.39万 | 新建仓 |
| URA | GLOBAL X FDS | $55.79万 | 0.45% | 12,767 | 12,767 | — | $55.79万 | 新建仓 |
| — | PROSHARES TR II | $54.09万 | 0.44% | 19,711 | 19,711 | — | $54.09万 | 新建仓 |
| SLV | ISHARES SILVER TR | $52.79万 | 0.43% | 9,873 | 9,873 | — | $52.79万 | 新建仓 |
| INTW | GRANITESHARES ETF TR | $52.11万 | 0.42% | 10,284 | 10,284 | — | $52.11万 | 新建仓 |
| — | PROSHARES TR | $51.62万 | 0.42% | 7,413 | 7,413 | — | $51.62万 | 新建仓 |
| QLYS | QUALYS INC | $51.08万 | 0.41% | 3,715 | 3,715 | — | $51.08万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $51.02万 | 0.41% | 13,183 | 7,264 | 122.7% | $28.11万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $49.74万 | 0.40% | 4,835 | 4,835 | — | $49.74万 | 新建仓 |
| NTRA | NATERA INC | $49.59万 | 0.40% | 1,827 | 1,827 | — | $49.59万 | 新建仓 |
| CCJ | CAMECO CORP | $47.21万 | 0.38% | 4,635 | 430 | 10.2% | $4.38万 | 重新持有 |
| PRIM | PRIMORIS SVCS CORP | $47.14万 | 0.38% | 4,756 | 3,137 | 193.8% | $31.09万 | 重新持有 |
| SOC | SABLE OFFSHORE CORP | $45.53万 | 0.37% | 147,810 | 147,810 | — | $45.53万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $45.00万 | 0.36% | 4,006 | 4,006 | — | $45.00万 | 新建仓 |
| — | INVESTMENT MANAGERS SER TR | $44.22万 | 0.36% | 16,018 | 16,018 | — | $44.22万 | 新建仓 |
| USO | UNITED STS OIL FD LP | $42.09万 | 0.34% | 3,954 | 3,954 | — | $42.09万 | 新建仓 |
| ALOY | REALLOYS INC | $41.34万 | 0.34% | 28,610 | 28,610 | — | $41.34万 | 新建仓 |
| — | TIDAL TRUST II | $41.26万 | 0.33% | 19,639 | 19,639 | — | $41.26万 | 新建仓 |
| AGQ | PROSHARES TR II | $41.13万 | 0.33% | 6,048 | 6,048 | — | $41.13万 | 新建仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $40.89万 | 0.33% | 9,664 | 9,664 | — | $40.89万 | 新建仓 |
| GLW | CORNING INC | $40.69万 | 0.33% | 1,593 | 1,593 | — | $40.69万 | 新建仓 |
| IVV | ISHARES TR | $40.14万 | 0.33% | 536 | 101 | 23.2% | $7.56万 | 重新持有 |
| VSAT | VIASAT INC | $40.09万 | 0.32% | 4,464 | 4,464 | — | $40.09万 | 新建仓 |
| — | LESLIES INC | $40.01万 | 0.32% | 39,420 | 39,420 | — | $40.01万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $39.67万 | 0.32% | 15,258 | 15,258 | — | $39.67万 | 新建仓 |
| XMTR | XOMETRY INC | $39.55万 | 0.32% | 4,098 | -6,448 | -61.1% | -$62.24万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $39.40万 | 0.32% | 1,576 | 1,576 | — | $39.40万 | 新建仓 |
| WYFI | WHITEFIBER INC | $38.78万 | 0.31% | 9,981 | -281 | -2.7% | -$1.09万 | 减仓 |
| UMAC | UNUSUAL MACHS INC | $38.41万 | 0.31% | 17,225 | -53,567 | -75.7% | -$119.45万 | 减仓 |