Sachetta, LLC
LYNNFIELD MA · SEC CIK 0002010574
$1.84亿2026Q1 申报市值
1,071持仓数
49.9%前十大占比 · 第一大 14.3%
84 / 47新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
QQQ 加仓+$82.48万
FBND 加仓+$32.96万
COST 加仓+$32.11万
VTI 加仓+$27.04万
V 加仓+$23.42万
2026Q1 卖出最多 按季末市值估算
QUAL 清仓-$63.74万
GNR 减仓-$43.29万
SPY 减仓-$40.71万
IEFA 减仓-$37.97万
MUB 重新持有-$36.62万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $3.74万 | 0.02% | 387 | 149 | 62.6% | $1.44万 | 加仓 |
| SYK | STRYKER CORPORATION | $3.75万 | 0.02% | 114 | 32 | 39.0% | $1.05万 | 加仓 |
| LOW | LOWES COS INC | $3.85万 | 0.02% | 163 | 15 | 10.1% | $3,544 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $3.92万 | 0.02% | 435 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $4.07万 | 0.02% | 113 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $4.10万 | 0.02% | 792 | 132 | 20.0% | $6,831 | 加仓 |
| SUSB | ISHARES TR | $4.19万 | 0.02% | 1,671 | -73 | -4.2% | -$1,830 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $4.21万 | 0.02% | 10 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $4.22万 | 0.02% | 729 | 113 | 18.3% | $6,539 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $4.22万 | 0.02% | 1,818 | 1,486 | 447.6% | $3.45万 | 加仓 |
| XYL | XYLEM INC | $4.31万 | 0.02% | 361 | -423 | -54.0% | -$5.05万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $4.32万 | 0.02% | 864 | -1,375 | -61.4% | -$6.87万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $4.36万 | 0.02% | 903 | -2,716 | -75.0% | -$13.13万 | 减仓 |
| BLK | BLACKROCK INC | $4.46万 | 0.02% | 46 | -2 | -4.2% | -$1,940 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $4.59万 | 0.02% | 176 | -84 | -32.3% | -$2.19万 | 减仓 |
| AMAT | APPLIED MATLS INC | $4.61万 | 0.03% | 135 | 88 | 187.2% | $3.01万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $4.63万 | 0.03% | 493 | 58 | 13.3% | $5,446 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $4.65万 | 0.03% | 640 | 46 | 7.7% | $3,342 | 加仓 |
| AFL | AFLAC INC | $4.65万 | 0.03% | 424 | 22 | 5.5% | $2,414 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $4.67万 | 0.03% | 291 | 65 | 28.8% | $1.04万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $4.75万 | 0.03% | 509 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $4.80万 | 0.03% | 111 | 28 | 33.7% | $1.21万 | 加仓 |
| CMI | CUMMINS INC | $4.84万 | 0.03% | 90 | -4 | -4.3% | -$2,152 | 减仓 |
| ACWV | ISHARES INC | $4.92万 | 0.03% | 411 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $4.97万 | 0.03% | 356 | 21 | 6.3% | $2,934 | 加仓 |
| PFE | PFIZER INC | $4.98万 | 0.03% | 1,773 | 193 | 12.2% | $5,420 | 加仓 |
| WFC | WELLS FARGO & CO | $4.98万 | 0.03% | 626 | -10 | -1.6% | -$796 | 减仓 |
| MO | ALTRIA GROUP INC | $5.06万 | 0.03% | 763 | 12 | 1.6% | $795 | 加仓 |
| PLD | PROLOGIS INC. | $5.06万 | 0.03% | 383 | 88 | 29.8% | $1.16万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $5.07万 | 0.03% | 1,105 | 2 | 0.2% | $92 | 加仓 |
| BA | BOEING CO | $5.12万 | 0.03% | 257 | 13 | 5.3% | $2,587 | 加仓 |
| LIN | LINDE PLC | $5.17万 | 0.03% | 104 | 39 | 60.0% | $1.94万 | 加仓 |
| TGT | TARGET CORP | $5.18万 | 0.03% | 427 | 25 | 6.2% | $3,032 | 加仓 |
| FDX | FEDEX CORP | $5.18万 | 0.03% | 145 | 5 | 3.6% | $1,787 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $5.19万 | 0.03% | 2,652 | 18 | 0.7% | $352 | 加仓 |
| EMR | EMERSON ELEC CO | $5.38万 | 0.03% | 411 | 7 | 1.7% | $917 | 加仓 |
| CVSA | COVISTA INC | $5.41万 | 0.03% | 469 | 280 | 148.1% | $3.23万 | 重新持有 |
| EEM | ISHARES TR | $5.51万 | 0.03% | 970 | 440 | 83.0% | $2.50万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $5.56万 | 0.03% | 305 | 12 | 4.1% | $2,189 | 加仓 |
| FE | FIRSTENERGY CORP | $5.60万 | 0.03% | 1,105 | 86 | 8.4% | $4,357 | 加仓 |
| SAM | BOSTON BEER INC | $5.64万 | 0.03% | 245 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $5.67万 | 0.03% | 174 | 6 | 3.6% | $1,956 | 加仓 |
| PEP | PEPSICO INC | $5.74万 | 0.03% | 370 | -130 | -26.0% | -$2.02万 | 减仓 |
| COP | CONOCOPHILLIPS | $5.79万 | 0.03% | 438 | 122 | 38.6% | $1.61万 | 加仓 |
| GLW | CORNING INC | $5.83万 | 0.03% | 429 | 5 | 1.2% | $680 | 加仓 |
| NRG | NRG ENERGY INC | $5.85万 | 0.03% | 400 | 21 | 5.5% | $3,069 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $5.96万 | 0.03% | 406 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $5.99万 | 0.03% | 365 | 30 | 9.0% | $4,924 | 加仓 |
| DHR | DANAHER CORP DEL | $6.10万 | 0.03% | 321 | 14 | 4.6% | $2,661 | 加仓 |
| INTC | INTEL CORP | $6.14万 | 0.03% | 1,390 | 395 | 39.7% | $1.74万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $6.16万 | 0.03% | 372 | 44 | 13.4% | $7,285 | 加仓 |
| ECL | ECOLAB INC | $6.21万 | 0.03% | 234 | -3 | -1.3% | -$796 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $6.25万 | 0.03% | 103 | 29 | 39.2% | $1.76万 | 加仓 |
| VLO | VALERO ENERGY CORP | $6.47万 | 0.04% | 262 | 24 | 10.1% | $5,930 | 加仓 |
| DCI | DONALDSON INC | $6.48万 | 0.04% | 764 | 764 | — | $6.48万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6.49万 | 0.04% | 132 | 15 | 12.8% | $7,372 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $6.55万 | 0.04% | 142 | 1 | 0.7% | $461 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $6.61万 | 0.04% | 1,409 | 836 | 145.9% | $3.92万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $6.64万 | 0.04% | 1,095 | 130 | 13.5% | $7,887 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $6.67万 | 0.04% | 221 | -15 | -6.4% | -$4,529 | 减仓 |
| HSY | HERSHEY CO | $6.76万 | 0.04% | 325 | 3 | 0.9% | $624 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $6.77万 | 0.04% | 207 | -260 | -55.7% | -$8.50万 | 减仓 |
| USB | US BANCORP | $6.88万 | 0.04% | 1,322 | 10 | 0.8% | $520 | 加仓 |
| APH | AMPHENOL CORP | $6.93万 | 0.04% | 548 | 71 | 14.9% | $8,980 | 加仓 |
| CI | THE CIGNA GROUP | $7.06万 | 0.04% | 265 | 22 | 9.1% | $5,860 | 加仓 |
| — | HONEYWELL INTL INC | $7.07万 | 0.04% | 313 | 40 | 14.7% | $9,039 | 加仓 |
| QCOM | QUALCOMM INC | $7.11万 | 0.04% | 552 | 134 | 32.1% | $1.73万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $7.21万 | 0.04% | 364 | -120 | -24.8% | -$2.38万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $7.28万 | 0.04% | 2,535 | 753 | 42.3% | $2.16万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $7.32万 | 0.04% | 422 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $7.43万 | 0.04% | 83 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $7.52万 | 0.04% | 1,413 | -62 | -4.2% | -$3,300 | 减仓 |
| CSCO | CISCO SYS INC | $7.52万 | 0.04% | 969 | -92 | -8.7% | -$7,142 | 减仓 |
| KO | COCA COLA CO | $7.58万 | 0.04% | 996 | 82 | 9.0% | $6,244 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $7.74万 | 0.04% | 987 | 15 | 1.5% | $1,176 | 加仓 |
| KLAC | KLA CORP | $7.80万 | 0.04% | 53 | 2 | 3.9% | $2,945 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $8.13万 | 0.04% | 621 | 19 | 3.2% | $2,488 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $8.19万 | 0.04% | 520 | 33 | 6.8% | $5,195 | 加仓 |
| LRCX | LAM RESEARCH CORP | $8.40万 | 0.05% | 393 | 46 | 13.3% | $9,833 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $8.50万 | 0.05% | 418 | 1 | 0.2% | $203 | 加仓 |
| CVS | CVS HEALTH CORP | $8.63万 | 0.05% | 1,202 | 35 | 3.0% | $2,513 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $8.89万 | 0.05% | 1,043 | 221 | 26.9% | $1.88万 | 加仓 |
| SBUX | STARBUCKS CORP | $8.91万 | 0.05% | 994 | 39 | 4.1% | $3,494 | 加仓 |
| IYM | ISHARES TR | $8.99万 | 0.05% | 511 | -1,746 | -77.4% | -$30.73万 | 减仓 |
| MMM | 3M CO | $9.20万 | 0.05% | 634 | 13 | 2.1% | $1,887 | 加仓 |
| VOE | VANGUARD INDEX FDS | $9.25万 | 0.05% | 502 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $9.57万 | 0.05% | 354 | 70 | 24.6% | $1.89万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $9.86万 | 0.05% | 610 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $9.96万 | 0.05% | 735 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $9.99万 | 0.05% | 845 | -90 | -9.6% | -$1.06万 | 减仓 |
| HAL | HALLIBURTON CO | $10.00万 | 0.05% | 2,566 | 174 | 7.3% | $6,784 | 加仓 |
| GILD | GILEAD SCIENCES INC | $10.18万 | 0.06% | 730 | 18 | 2.5% | $2,510 | 加仓 |
| IWF | ISHARES TR | $10.26万 | 0.06% | 241 | 2 | 0.8% | $852 | 加仓 |
| TOST | TOAST INC | $10.27万 | 0.06% | 3,873 | 23 | 0.6% | $610 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $10.32万 | 0.06% | 122 | 4 | 3.4% | $3,384 | 加仓 |
| RSG | REPUBLIC SVCS INC | $10.46万 | 0.06% | 477 | 24 | 5.3% | $5,262 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $10.55万 | 0.06% | 1,287 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $10.57万 | 0.06% | 881 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $10.59万 | 0.06% | 97 | -45 | -31.7% | -$4.91万 | 减仓 |
| MS | MORGAN STANLEY | $10.71万 | 0.06% | 651 | -11 | -1.7% | -$1,810 | 减仓 |