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Scientech Research LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Scientech Research LLC
报告期 2026-03-31 · CIK 0002011556
持仓数
449
前50大市值合计
$42.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 65
增持 12
减持 25
清仓 48
方向
标的
Δ市值
现股数(环比)
清仓
A
AGILENT TECHNOLOGIES INC
-$4.1M
0
-100%
建仓
ENSG
ENSIGN GROUP INC
+$3.6M
24,750
清仓
CMI
CUMMINS INC
-$3.0M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
APP
APPLOVIN CORP
+$2.8M
21,805
建仓
SHW
SHERWIN WILLIAMS CO
+$2.8M
7,438
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.8M
6,423
-47%
清仓
—
NXP SEMICONDUCTORS N V
-$2.7M
0
-100%
清仓
AMP
AMERIPRISE FINL INC
-$2.6M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$2.6M
3,497
-61%
建仓
INTU
INTUIT
+$2.5M
3,992
增持
ULTA
ULTA BEAUTY INC
+$2.5M
7,237
+713%
建仓
SUI
SUN CMNTYS INC
+$2.5M
18,152
建仓
TLN
TALEN ENERGY CORP
+$2.4M
13,741
清仓
—
INTRA-CELLULAR THERAPIES INC
-$2.4M
0
-100%
增持
MSTR
MICROSTRATEGY INC
+$2.4M
23,099
+1994%
减持
—
ASML HOLDING N V
-$2.3M
1,847
-51%
清仓
GOOG
ALPHABET INC
-$2.3M
0
-100%
清仓
HUBB
HUBBELL INC
-$2.3M
0
-100%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$2.3M
7,114
清仓
NVDA
NVIDIA CORPORATION
-$2.3M
0
-100%
建仓
—
LINDE PLC
+$2.3M
4,734
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$2.2M
0
-100%
清仓
WSM
WILLIAMS SONOMA INC
-$2.1M
0
-100%
清仓
SJM
SMUCKER J M CO
-$2.1M
0
-100%
减持
MDB
MONGODB INC
-$2.1M
5,464
-62%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$2.1M
0
-100%
增持
NFLX
NETFLIX INC
+$2.1M
3,463
+521%
减持
PH
PARKER-HANNIFIN CORP
-$2.0M
553
-88%
清仓
GOOGL
ALPHABET INC
-$2.0M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$2.0M
494
-90%
清仓
AMKR
AMKOR TECHNOLOGY INC
-$2.0M
0
-100%
减持
MOH
MOLINA HEALTHCARE INC
-$2.0M
1,283
-84%
减持
WING
WINGSTOP INC
-$2.0M
686
-87%
增持
RKLB
ROCKET LAB USA INC
+$2.0M
291,026
+59%
清仓
TROW
PRICE T ROWE GROUP INC
-$2.0M
0
-100%
清仓
HSIC
HENRY SCHEIN INC
-$1.9M
0
-100%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$1.9M
29,375
建仓
APLD
APPLIED DIGITAL CORP
+$1.9M
234,605
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$1.9M
6,434
建仓
DLTR
DOLLAR TREE INC
+$1.9M
27,057
增持
V
VISA INC
+$1.9M
11,577
+136%
建仓
DUK
DUKE ENERGY CORP NEW
+$1.9M
16,097
建仓
MRSH
MARSH & MCLENNAN COS INC
+$1.9M
8,310
建仓
—
ON HLDG AG
+$1.8M
36,621
建仓
TXRH
TEXAS ROADHOUSE INC
+$1.8M
10,334
建仓
AVGO
BROADCOM INC
+$1.8M
10,570
减持
ADI
ANALOG DEVICES INC
-$1.8M
2,179
-79%
建仓
CPB
CAMPBELL SOUP CO
+$1.8M
37,089
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.8M
30,905
建仓
DG
DOLLAR GEN CORP NEW
+$1.8M
20,994
建仓
MOS
MOSAIC CO NEW
+$1.8M
66,220
清仓
FND
FLOOR & DECOR HLDGS INC
-$1.8M
0
-100%
清仓
LPX
LOUISIANA PAC CORP
-$1.8M
0
-100%
清仓
MPC
MARATHON PETE CORP
-$1.8M
0
-100%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$1.8M
18,258
建仓
—
AERCAP HOLDINGS NV
+$1.7M
18,472
建仓
KEY
KEYCORP
+$1.7M
104,101
建仓
LOW
LOWES COS INC
+$1.7M
6,429
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$1.7M
0
-100%
清仓
VLTO
VERALTO CORP
-$1.7M
0
-100%
建仓
FICO
FAIR ISAAC CORP
+$1.7M
858
增持
EFX
EQUIFAX INC
+$1.7M
6,355
+665%
建仓
JNJ
JOHNSON & JOHNSON
+$1.6M
10,147
建仓
REG
REGENCY CTRS CORP
+$1.6M
22,719
建仓
RMD
RESMED INC
+$1.6M
6,718
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$1.6M
0
-100%
建仓
CMA
COMERICA INC
+$1.6M
27,293
建仓
UNP
UNION PAC CORP
+$1.6M
6,625
建仓
CFG
CITIZENS FINL GROUP INC
+$1.6M
39,584
建仓
LNG
CHENIERE ENERGY INC
+$1.6M
9,024
建仓
VMC
VULCAN MATLS CO
+$1.6M
6,477
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$1.6M
27,142
增持
DUOL
DUOLINGO INC
+$1.6M
12,649
+36%
增持
LKQ
LKQ CORP
+$1.6M
46,619
+690%
清仓
CNXC
CONCENTRIX CORP
-$1.6M
0
-100%
建仓
NWSA
NEWS CORP NEW
+$1.6M
60,046
建仓
—
FOOT LOCKER INC
+$1.6M
61,015
清仓
TOL
TOLL BROTHERS INC
-$1.6M
0
-100%
减持
SFM
SPROUTS FMRS MKT INC
-$1.6M
2,579
-88%
减持
EA
ELECTRONIC ARTS INC
-$1.5M
4,024
-74%
清仓
EWBC
EAST WEST BANCORP INC
-$1.5M
0
-100%
减持
POOL
POOL CORP
-$1.5M
1,114
-83%
建仓
DXCM
DEXCOM INC
+$1.5M
22,953
建仓
TTD
THE TRADE DESK INC
+$1.5M
14,007
建仓
MTZ
MASTEC INC
+$1.5M
12,450
清仓
IWB
ISHARES TR
-$1.5M
0
-100%
清仓
SYY
SYSCO CORP
-$1.5M
0
-100%
清仓
CRM
SALESFORCE INC
-$1.5M
0
-100%
清仓
BBWI
BATH & BODY WORKS INC
-$1.5M
0
-100%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$1.5M
192,921
清仓
EXPD
EXPEDITORS INTL WASH INC
-$1.5M
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$1.5M
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$1.5M
17,942
清仓
AVTR
AVANTOR INC
-$1.5M
0
-100%
减持
CVNA
CARVANA CO
-$1.5M
8,918
-62%
建仓
STT
STATE STR CORP
+$1.5M
16,788
清仓
BILI
BILIBILI INC
-$1.5M
0
-100%
建仓
PCVX
VAXCYTE INC
+$1.5M
12,888
建仓
EQR
EQUITY RESIDENTIAL
+$1.5M
19,592
增持
HST
HOST HOTELS & RESORTS INC
+$1.5M
102,501
+422%
建仓
OVV
OVINTIV INC
+$1.4M
37,772
减持
ATI
ATI INC
-$1.4M
3,696
-88%
减持
—
EATON CORP PLC
-$1.4M
1,136
-80%
建仓
CRUS
CIRRUS LOGIC INC
+$1.4M
11,419
建仓
NU
NU HLDGS LTD
+$1.4M
103,717
增持
CAVA
CAVA GROUP INC
+$1.4M
14,938
+216%
清仓
DT
DYNATRACE INC
-$1.4M
0
-100%
减持
FIX
COMFORT SYS USA INC
-$1.4M
625
-88%
减持
TSCO
TRACTOR SUPPLY CO
-$1.4M
1,396
-79%
增持
STM
STMICROELECTRONICS N V
+$1.4M
59,177
+511%
减持
DKS
DICKS SPORTING GOODS INC
-$1.4M
8,412
-42%
建仓
W
WAYFAIR INC
+$1.4M
24,484
建仓
—
APTIV PLC
+$1.4M
18,881
建仓
TD
TORONTO DOMINION BK ONT
+$1.4M
21,434
建仓
RH
RH
+$1.4M
4,043
清仓
INSM
INSMED INC
-$1.4M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.3M
4,767
-37%
建仓
NOW
SERVICENOW INC
+$1.3M
1,491
清仓
CSL
CARLISLE COS INC
-$1.3M
0
-100%
清仓
PCTY
PAYLOCITY HLDG CORP
-$1.3M
0
-100%
清仓
—
CREDO TECHNOLOGY GROUP HOLDI
-$1.3M
0
-100%
减持
DHR
DANAHER CORPORATION
-$1.3M
1,352
-80%
清仓
SCI
SERVICE CORP INTL
-$1.3M
0
-100%
减持
CF
CF INDS HLDGS INC
-$1.3M
2,807
-86%
清仓
BDX
BECTON DICKINSON & CO
-$1.3M
0
-100%
建仓
PTEN
PATTERSON-UTI ENERGY INC
+$1.3M
166,217
清仓
VFC
V F CORP
-$1.3M
0
-100%
建仓
MO
ALTRIA GROUP INC
+$1.3M
24,817
建仓
MKSI
MKS INSTRS INC
+$1.3M
11,548
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$1.2M
0
-100%
清仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$1.2M
0
-100%
增持
META
META PLATFORMS INC
+$1.2M
7,266
+26%
清仓
RDDT
REDDIT INC
-$1.2M
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$1.2M
9,172
清仓
CROX
CROCS INC
-$1.2M
0
-100%
减持
EQIX
EQUINIX INC
-$1.2M
703
-71%
建仓
GWW
GRAINGER W W INC
+$1.2M
1,173
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$1.2M
0
-100%
减持
CASY
CASEYS GEN STORES INC
-$1.2M
1,493
-68%
减持
TWST
TWIST BIOSCIENCE CORP
-$1.2M
7,565
-76%
清仓
PVH
PVH CORPORATION
-$1.2M
0
-100%
清仓
MAR
MARRIOTT INTL INC NEW
-$1.2M
0
-100%
减持
RHI
ROBERT HALF INC.
-$1.2M
5,698
-77%
建仓
—
STELLANTIS N.V
+$1.2M
85,047
建仓
NUVL
NUVALENT INC
+$1.2M
11,640
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$1.2M
10,009
建仓
INTC
INTEL CORP
+$1.2M
50,207
建仓
RMBS
RAMBUS INC DEL
+$1.2M
27,881
建仓
PYPL
PAYPAL HLDGS INC
+$1.2M
15,078
建仓
—
MAKEMYTRIP LIMITED MAURITIUS
+$1.2M
12,604
