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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 70
增持 12
减持 11
清仓 57
方向
标的
Δ市值
现股数(环比)
建仓
MELI
MERCADOLIBRE INC
+$3.3M
1,688
增持
NFLX
NETFLIX INC
+$2.9M
3,582
+646%
建仓
EQIX
EQUINIX INC
+$2.6M
3,142
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
ORCL
ORACLE CORP
+$2.5M
17,630
减持
—
ASML HOLDING N V
-$2.3M
1,555
-68%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$2.3M
5,496
-70%
建仓
CME
CME GROUP INC
+$2.2M
8,393
建仓
TSLL
DIREXION SHS ETF TR
+$2.2M
232,272
增持
APP
APPLOVIN CORP
+$2.1M
8,822
+1300%
建仓
YUM
YUM BRANDS INC
+$2.1M
13,266
清仓
ZTS
ZOETIS INC
-$2.1M
0
-100%
建仓
CRWV
COREWEAVE INC
+$2.1M
55,350
建仓
SPY
SPDR S&P 500 ETF TR
+$2.0M
3,656
建仓
AXP
AMERICAN EXPRESS CO
+$1.9M
7,027
建仓
RGEN
REPLIGEN CORP
+$1.8M
14,437
清仓
TSCO
TRACTOR SUPPLY CO
-$1.8M
0
-100%
清仓
NTRS
NORTHERN TR CORP
-$1.8M
0
-100%
建仓
—
ETF OPPORTUNITIES TRUST
+$1.7M
318,701
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$1.7M
257
-86%
清仓
AAPL
APPLE INC
-$1.7M
0
-100%
清仓
DUOL
DUOLINGO INC
-$1.7M
0
-100%
清仓
CVNA
CARVANA CO
-$1.7M
0
-100%
建仓
VST
VISTRA CORP
+$1.6M
13,796
建仓
UPST
UPSTART HLDGS INC
+$1.6M
34,958
清仓
ROP
ROPER TECHNOLOGIES INC
-$1.6M
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$1.6M
0
-100%
清仓
INTU
INTUIT
-$1.5M
0
-100%
建仓
OKTA
OKTA INC
+$1.5M
14,479
清仓
ENTG
ENTEGRIS INC
-$1.5M
0
-100%
清仓
AMZN
AMAZON COM INC
-$1.5M
0
-100%
增持
—
WIX COM LTD
+$1.5M
12,438
+383%
清仓
FCX
FREEPORT-MCMORAN INC
-$1.5M
0
-100%
建仓
DTM
DT MIDSTREAM INC
+$1.5M
15,081
建仓
DEO
DIAGEO PLC
+$1.5M
13,878
减持
AVGO
BROADCOM INC
-$1.4M
3,972
-56%
增持
CMI
CUMMINS INC
+$1.4M
6,733
+245%
增持
MSTR
MICROSTRATEGY INC
+$1.4M
6,164
+413%
清仓
TEAM
ATLASSIAN CORPORATION
-$1.4M
0
-100%
建仓
—
TIDAL TR II
+$1.4M
54,946
清仓
IVV
ISHARES TR
-$1.4M
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS
-$1.4M
1,908
-47%
清仓
MSFT
MICROSOFT CORP
-$1.4M
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.3M
782
-83%
清仓
FICO
FAIR ISAAC CORP
-$1.3M
0
-100%
建仓
EMBJ
EMBRAER S.A.
+$1.3M
28,613
增持
—
FERRARI N V
+$1.3M
3,623
+529%
清仓
ED
CONSOLIDATED EDISON INC
-$1.3M
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$1.3M
0
-100%
清仓
LEN
LENNAR CORP
-$1.3M
0
-100%
清仓
XPO
XPO INC
-$1.3M
0
-100%
清仓
DECK
DECKERS OUTDOOR CORP
-$1.3M
0
-100%
增持
GWW
GRAINGER W W INC
+$1.3M
1,550
+568%
清仓
EOG
EOG RES INC
-$1.3M
0
-100%
清仓
—
LINDE PLC
-$1.3M
0
-100%
清仓
CROX
CROCS INC
-$1.3M
0
-100%
增持
POOL
POOL CORP
+$1.3M
5,270
+349%
建仓
LMT
LOCKHEED MARTIN CORP
+$1.3M
2,855
建仓
TOL
TOLL BROTHERS INC
+$1.3M
12,067
增持
ISRG
INTUITIVE SURGICAL INC
+$1.3M
5,238
+105%
清仓
PCVX
VAXCYTE INC
-$1.3M
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$1.2M
0
-100%
建仓
—
NXP SEMICONDUCTORS N V
+$1.2M
6,536
清仓
RBRK
RUBRIK INC.
-$1.2M
0
-100%
清仓
—
BUNGE GLOBAL SA
-$1.2M
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.2M
0
-100%
清仓
LPLA
LPL FINL HLDGS INC
-$1.2M
0
-100%
建仓
MANH
MANHATTAN ASSOCIATES INC
+$1.2M
6,942
建仓
GS
GOLDMAN SACHS GROUP INC
+$1.2M
2,197
建仓
NTAP
NETAPP INC
+$1.2M
13,590
减持
NOW
SERVICENOW INC
-$1.2M
361
-74%
清仓
AXON
AXON ENTERPRISE INC
-$1.2M
0
-100%
建仓
CCOI
COGENT COMMUNICATIONS HLDGS
+$1.2M
19,392
建仓
DLTR
DOLLAR TREE INC
+$1.2M
15,654
清仓
URI
UNITED RENTALS INC
-$1.2M
0
-100%
清仓
OC
OWENS CORNING NEW
-$1.2M
0
-100%
清仓
OLED
UNIVERSAL DISPLAY CORP
-$1.2M
0
-100%
清仓
—
ETF OPPORTUNITIES TRUST
-$1.2M
0
-100%
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$1.1M
23,668
建仓
MTZ
MASTEC INC
+$1.1M
9,813
建仓
AXSM
AXSOME THERAPEUTICS INC
+$1.1M
9,759
建仓
ROKU
ROKU INC
+$1.1M
16,125
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$1.1M
4,972
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$1.1M
0
-100%
增持
JBHT
HUNT J B TRANS SVCS INC
+$1.1M
10,402
+333%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.1M
5,122
+87%
建仓
O
REALTY INCOME CORP
+$1.1M
19,332
建仓
A
AGILENT TECHNOLOGIES INC
+$1.1M
9,564
建仓
DDOG
DATADOG INC
+$1.1M
11,275
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$1.1M
15,910
清仓
TTAN
SERVICETITAN INC
-$1.1M
0
-100%
清仓
AMGN
AMGEN INC
-$1.1M
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$1.1M
0
-100%
建仓
LVS
LAS VEGAS SANDS CORP
+$1.1M
28,342
清仓
QRVO
QORVO INC
-$1.1M
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.1M
0
-100%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$1.1M
16,670
清仓
TXN
TEXAS INSTRS INC
-$1.1M
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$1.1M
0
-100%
建仓
EXC
EXELON CORP
+$1.1M
23,264
建仓
TOST
TOAST INC
+$1.1M
32,104
建仓
ANF
ABERCROMBIE & FITCH CO
+$1.1M
13,903
建仓
—
GLOBAL E ONLINE LTD
+$1.1M
29,620
建仓
DELL
DELL TECHNOLOGIES INC
+$1.1M
11,527
减持
TTD
THE TRADE DESK INC
-$1.1M
15,986
-2%
建仓
ADBE
ADOBE INC
+$1.0M
2,737
建仓
TEM
TEMPUS AI INC
+$1.0M
21,694
建仓
IONQ
IONQ INC
+$1.0M
46,879
建仓
ABT
ABBOTT LABS
+$1.0M
7,737
清仓
IR
INGERSOLL RAND INC
-$1.0M
0
-100%
建仓
AME
AMETEK INC
+$1.0M
5,924
建仓
LLY
ELI LILLY & CO
+$1.0M
1,232
清仓
GGAL
GRUPO FINANCIERO GALICIA S.A
-$1.0M
0
-100%
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$1.0M
8,815
建仓
—
WEATHERFORD INTL PLC
+$1.0M
18,680
清仓
—
SEMLER SCIENTIFIC INC
-$991.9K
0
-100%
建仓
AOS
SMITH A O CORP
+$990.2K
15,150
建仓
PM
PHILIP MORRIS INTL INC
+$984.1K
6,200
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$979.0K
16,730
建仓
—
CHECK POINT SOFTWARE TECH LT
+$977.5K
4,289
清仓
PLUG
PLUG POWER INC
-$976.5K
0
-100%
清仓
PSTG
PURE STORAGE INC
-$976.0K
0
-100%
清仓
—
IREN LIMITED
-$973.9K
0
-100%
减持
—
BANK MONTREAL QUE
-$970.6K
1,381
-45%
建仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$968.2K
22,262
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$967.7K
15,163
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$966.4K
0
-100%
清仓
HLNE
HAMILTON LANE INC
-$964.4K
0
-100%
建仓
—
SHARKNINJA INC
+$964.0K
11,557
清仓
REG
REGENCY CTRS CORP
-$959.7K
0
-100%
建仓
PEP
PEPSICO INC
+$958.1K
6,390
清仓
JEF
JEFFERIES FINL GROUP INC
-$956.0K
0
-100%
建仓
NET
CLOUDFLARE INC
+$955.7K
8,481
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$954.6K
14,668
建仓
JNJ
JOHNSON & JOHNSON
+$954.2K
5,754
建仓
ADI
ANALOG DEVICES INC
+$954.1K
4,731
清仓
FOXA
FOX CORP
-$952.7K
0
-100%
减持
ILMN
ILLUMINA INC
-$952.3K
6,773
-39%
建仓
OKLO
OKLO INC
+$949.6K
43,900
建仓
BHF
BRIGHTHOUSE FINL INC
+$949.1K
16,366
建仓
—
ANGLOGOLD ASHANTI PLC
+$948.5K
25,553
建仓
BWXT
BWX TECHNOLOGIES INC
+$945.4K
9,583
建仓
J
JACOBS SOLUTIONS INC
+$943.5K
7,805
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$943.5K
4,480
-58%
建仓
RTX
RTX CORPORATION
+$942.6K
7,116
增持
DXCM
DEXCOM INC
+$941.6K
22,226
+200%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$941.6K
0
-100%
建仓
TRU
TRANSUNION
+$938.5K
11,308
建仓
CARR
CARRIER GLOBAL CORPORATION
+$935.5K
14,756
清仓
HSIC
HENRY SCHEIN INC
-$928.3K
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$918.8K
0
-100%
