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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $10.76万 | 0.06% | 1,213 | -1,045 | -46.3% | -$9.27万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $10.81万 | 0.06% | 315 | -145 | -31.5% | -$4.98万 | 减仓 |
| ORCL | ORACLE CORP | $10.86万 | 0.06% | 738 | 109 | 17.3% | $1.60万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $11.11万 | 0.06% | 163 | -4 | -2.4% | -$2,725 | 减仓 |
| PWR | QUANTA SVCS INC | $11.16万 | 0.06% | 203 | 13 | 6.8% | $7,147 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $11.20万 | 0.06% | 2,454 | 2,454 | — | $11.20万 | 新建仓 |
| SEIC | SEI INVTS CO | $11.29万 | 0.06% | 1,439 | -18 | -1.2% | -$1,413 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $11.62万 | 0.06% | 344 | 129 | 60.0% | $4.36万 | 加仓 |
| MDT | MEDTRONIC PLC | $11.70万 | 0.06% | 1,349 | -20 | -1.5% | -$1,734 | 减仓 |
| BDX | BECTON DICKINSON & CO | $11.85万 | 0.06% | 754 | 13 | 1.8% | $2,042 | 加仓 |
| MFC | MANULIFE FINL CORP | $11.88万 | 0.06% | 3,450 | 659 | 23.6% | $2.27万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $12.22万 | 0.07% | 623 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $12.24万 | 0.07% | 1,192 | -342 | -22.3% | -$3.51万 | 减仓 |
| BGRN | ISHARES TR | $12.29万 | 0.07% | 2,589 | -15 | -0.6% | -$712 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $12.48万 | 0.07% | 2,165 | 1 | 0.0% | $58 | 加仓 |
| MPC | MARATHON PETE CORP | $12.61万 | 0.07% | 516 | 23 | 4.7% | $5,621 | 加仓 |
| UNP | UNION PAC CORP | $12.68万 | 0.07% | 523 | 59 | 12.7% | $1.43万 | 加仓 |
| TJX | TJX COS INC NEW | $12.89万 | 0.07% | 807 | 45 | 5.9% | $7,189 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $13.09万 | 0.07% | 2,422 | -166 | -6.4% | -$8,972 | 减仓 |
| CAT | CATERPILLAR INC | $14.03万 | 0.08% | 198 | 39 | 24.5% | $2.76万 | 加仓 |
| SGOL | ETFS GOLD TR | $14.12万 | 0.08% | 3,165 | 240 | 8.2% | $1.07万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $15.29万 | 0.08% | 306 | 20 | 7.0% | $9,993 | 加仓 |
| RTX | RTX CORPORATION | $15.68万 | 0.09% | 813 | 68 | 9.1% | $1.31万 | 加仓 |
| ADI | ANALOG DEVICES INC | $15.88万 | 0.09% | 499 | -163 | -24.6% | -$5.19万 | 减仓 |
| IUSG | ISHARES TR | $16.15万 | 0.09% | 1,041 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $16.75万 | 0.09% | 1,738 | -1 | -0.1% | -$96 | 减仓 |
| IDXX | IDEXX LABS INC | $17.08万 | 0.09% | 304 | 286 | 1,588.9% | $16.07万 | 加仓 |
| NFLX | NETFLIX INC. | $17.24万 | 0.09% | 1,793 | 373 | 26.3% | $3.59万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $17.67万 | 0.10% | 1,902 | -215 | -10.2% | -$2.00万 | 减仓 |
| AMGN | AMGEN INC | $17.94万 | 0.10% | 510 | -91 | -15.1% | -$3.20万 | 减仓 |
| RWR | SPDR SERIES TRUST | $18.02万 | 0.10% | 1,785 | -15 | -0.8% | -$1,515 | 减仓 |
| GEV | GE VERNOVA INC | $18.17万 | 0.10% | 208 | 106 | 103.9% | $9.26万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $18.75万 | 0.10% | 429 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $18.82万 | 0.10% | 719 | -19 | -2.6% | -$4,973 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $19.26万 | 0.10% | 1,300 | 130 | 11.1% | $1.93万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $19.36万 | 0.10% | 8,646 | 61 | 0.7% | $1,366 | 加仓 |
| T | AT&T INC | $20.11万 | 0.11% | 6,938 | 284 | 4.3% | $8,233 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $20.81万 | 0.11% | 165 | 163 | 8,150.0% | $20.56万 | 加仓 |
| ABBV | ABBVIE INC | $20.85万 | 0.11% | 959 | -129 | -11.9% | -$2.80万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $20.94万 | 0.11% | 2,214 | 9 | 0.4% | $851 | 加仓 |
| IWR | ISHARES TR | $21.80万 | 0.12% | 2,242 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.44万 | 0.12% | 1,534 | 118 | 8.3% | $1.73万 | 加仓 |
| CME | CME GROUP INC | $22.86万 | 0.12% | 774 | 669 | 637.1% | $19.76万 | 加仓 |
| LLY | ELI LILLY & CO | $23.24万 | 0.13% | 253 | 65 | 34.6% | $5.97万 | 加仓 |
| EFA | ISHARES TR | $23.95万 | 0.13% | 2,466 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $24.27万 | 0.13% | 2,013 | 41 | 2.1% | $4,944 | 加仓 |
| CVX | CHEVRON CORPORATION | $24.86万 | 0.13% | 1,202 | 97 | 8.8% | $2.01万 | 加仓 |
| GE | GE AEROSPACE | $24.94万 | 0.14% | 879 | 382 | 76.9% | $10.84万 | 加仓 |
| ESGD | ISHARES TR | $25.11万 | 0.14% | 2,626 | -69 | -2.6% | -$6,597 | 减仓 |
| IJR | ISHARES TR | $25.59万 | 0.14% | 2,058 | -121 | -5.6% | -$1.50万 | 减仓 |
| MGV | VANGUARD WORLD FD | $25.62万 | 0.14% | 1,767 | 5 | 0.3% | $725 | 加仓 |
| MCD | MCDONALDS CORP | $27.34万 | 0.15% | 880 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $27.76万 | 0.15% | 9,547 | 526 | 5.8% | $1.53万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $28.33万 | 0.15% | 474 | 196 | 70.5% | $11.72万 | 加仓 |
| TXN | TEXAS INSTRS INC | $29.22万 | 0.16% | 1,505 | -150 | -9.1% | -$2.91万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.53万 | 0.17% | 1,500 | 593 | 65.4% | $12.07万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.56万 | 0.17% | 6,088 | 304 | 5.3% | $1.53万 | 加仓 |
| HD | HOME DEPOT INC | $30.88万 | 0.17% | 939 | 187 | 24.9% | $6.15万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $31.25万 | 0.17% | 13,617 | 305 | 2.3% | $7,000 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $33.33万 | 0.18% | 489 | -1 | -0.2% | -$682 | 减仓 |
| WMT | WALMART INC | $35.34万 | 0.19% | 2,843 | 43 | 1.5% | $5,345 | 加仓 |
| V | VISA INC | $36.03万 | 0.20% | 1,192 | 775 | 185.9% | $23.42万 | 加仓 |
| DGRO | ISHARES TR | $36.28万 | 0.20% | 5,170 | -45 | -0.9% | -$3,158 | 减仓 |
| BAC | BANK AMERICA CORP | $37.00万 | 0.20% | 7,589 | 1,231 | 19.4% | $6.00万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $37.45万 | 0.20% | 15,133 | -1,193 | -7.3% | -$2.95万 | 减仓 |
| GLD | SPDR GOLD TR | $38.04万 | 0.21% | 884 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $41.36万 | 0.22% | 1,336 | 336 | 33.6% | $10.40万 | 加仓 |
| IVW | ISHARES TR | $42.59万 | 0.23% | 3,765 | 13 | 0.3% | $1,471 | 加仓 |
| GOOG | ALPHABET INC | $43.66万 | 0.24% | 1,522 | 805 | 112.3% | $23.09万 | 加仓 |
| META | META PLATFORMS INC | $43.89万 | 0.24% | 767 | 202 | 35.8% | $11.56万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $43.89万 | 0.24% | 3,039 | -347 | -10.2% | -$5.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $44.77万 | 0.24% | 449 | 322 | 253.5% | $32.11万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $44.99万 | 0.24% | 939 | 53 | 6.0% | $2.54万 | 加仓 |
| ES | EVERSOURCE ENERGY | $48.77万 | 0.26% | 7,040 | 320 | 4.8% | $2.22万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $50.67万 | 0.27% | 2,073 | -133 | -6.0% | -$3.25万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $51.52万 | 0.28% | 2,396 | -98 | -3.9% | -$2.11万 | 减仓 |
| NVS | NOVARTIS AG | $52.15万 | 0.28% | 3,414 | 59 | 1.8% | $9,012 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $59.23万 | 0.32% | 17,976 | -65 | -0.4% | -$2,142 | 减仓 |
| — | SENSUS HEALTHCARE INC | $59.90万 | 0.32% | 150,508 | 2,000 | 1.3% | $7,960 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $60.63万 | 0.33% | 8,233 | -272 | -3.2% | -$2.00万 | 减仓 |
| IYH | ISHARES TR | $62.10万 | 0.34% | 10,075 | 25 | 0.2% | $1,541 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $62.51万 | 0.34% | 8,304 | 259 | 3.2% | $1.95万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $62.58万 | 0.34% | 1,951 | 843 | 76.1% | $27.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $64.82万 | 0.35% | 2,204 | -314 | -12.5% | -$9.24万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $69.21万 | 0.38% | 2,855 | -4 | -0.1% | -$970 | 减仓 |
| IUSV | ISHARES TR | $73.18万 | 0.40% | 7,157 | 391 | 5.8% | $4.00万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $74.19万 | 0.40% | 18,672 | -1,683 | -8.3% | -$6.69万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $79.09万 | 0.43% | 12,342 | 573 | 4.9% | $3.67万 | 加仓 |
| IWM | ISHARES TR | $79.13万 | 0.43% | 3,191 | 3 | 0.1% | $744 | 加仓 |
| AMZN | AMAZON COM INC | $80.93万 | 0.44% | 3,886 | 266 | 7.3% | $5.54万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $81.11万 | 0.44% | 13,696 | 43 | 0.3% | $2,546 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $81.43万 | 0.44% | 26,302 | 583 | 2.3% | $1.80万 | 加仓 |
| GOOGL | ALPHABET INC | $83.89万 | 0.45% | 2,917 | 382 | 15.1% | $10.99万 | 加仓 |
| USMV | ISHARES TR | $85.55万 | 0.46% | 9,225 | 2 | 0.0% | $185 | 加仓 |
| — | EXXON MOBIL CORP | $88.30万 | 0.48% | 5,205 | 58 | 1.1% | $9,839 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $88.41万 | 0.48% | 1,433 | -116 | -7.5% | -$7.16万 | 减仓 |
| VO | VANGUARD INDEX FDS | $89.11万 | 0.48% | 3,103 | -30 | -1.0% | -$8,615 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $94.02万 | 0.51% | 30,825 | 79 | 0.3% | $2,410 | 加仓 |
| DIVO | AMPLIFY ETF TR | $95.70万 | 0.52% | 21,338 | 249 | 1.2% | $1.12万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $108.63万 | 0.59% | 27,062 | 563 | 2.1% | $2.26万 | 加仓 |