Sachetta, LLC
LYNNFIELD MA · SEC CIK 0002010574
$2.06亿2026Q2 申报市值
1,022持仓数
51.8%前十大占比 · 第一大 16.3%
150 / 215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
TER 加仓+$739.16万
FBND 加仓+$128.34万
MDT 加仓+$83.25万
SPY 加仓+$63.25万
MINT 加仓+$42.41万
2026Q2 卖出最多 按季末市值估算
IWB 清仓-$595.65万
IVV 清仓-$204.50万
VO 清仓-$89.11万
NVS 清仓-$52.15万
GLD 清仓-$38.04万
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 |
|---|---|---|---|---|---|---|---|---|
| HONA | HONEYWELL AEROSPACE INC | $3.40万 | 0.02% | 154 | 154 | — | $3.40万 | 新建仓 |
| TRGP | TARGA RES CORP | $3.41万 | 0.02% | 127 | 11 | 9.5% | $2,950 | 加仓 |
| IYM | ISHARES TR | $3.46万 | 0.02% | 193 | -318 | -62.2% | -$5.69万 | 减仓 |
| HON | HONEYWELL INTL INC | $3.46万 | 0.02% | 155 | -158 | -50.5% | -$3.53万 | 减仓 |
| NEM | NEWMONT CORP | $3.59万 | 0.02% | 384 | 74 | 23.9% | $6,912 | 加仓 |
| C | CITIGROUP INC | $3.68万 | 0.02% | 263 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $3.69万 | 0.02% | 587 | 160 | 37.5% | $1.01万 | 加仓 |
| MCK | MCKESSON CORP | $3.70万 | 0.02% | 49 | 10 | 25.6% | $7,557 | 加仓 |
| MET | METLIFE INC | $3.71万 | 0.02% | 438 | 157 | 55.9% | $1.33万 | 加仓 |
| ALAB | ASTERA LABS INC | $3.72万 | 0.02% | 77 | -39 | -33.6% | -$1.88万 | 减仓 |
| AVBC | AVIDIA BANCORP INC | $3.77万 | 0.02% | 1,797 | 1,797 | — | $3.77万 | 新建仓 |
| YUM | YUM BRANDS INC | $3.78万 | 0.02% | 236 | 8 | 3.5% | $1,281 | 加仓 |
| CTAS | CINTAS CORP | $3.83万 | 0.02% | 225 | 25 | 12.5% | $4,252 | 加仓 |
| CSX | CSX CORP | $3.84万 | 0.02% | 807 | 50 | 6.6% | $2,377 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3.92万 | 0.02% | 112 | 13 | 13.1% | $4,551 | 加仓 |
| ALL | ALLSTATE CORP | $3.95万 | 0.02% | 166 | 33 | 24.8% | $7,861 | 加仓 |
| XYL | XYLEM INC | $4.02万 | 0.02% | 340 | -21 | -5.8% | -$2,482 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $4.10万 | 0.02% | 725 | -10 | -1.4% | -$566 | 减仓 |
| KBH | KB HOME | $4.13万 | 0.02% | 660 | -132 | -16.7% | -$8,262 | 减仓 |
| SUSB | ISHARES TR | $4.18万 | 0.02% | 1,671 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $4.19万 | 0.02% | 1,739 | -34 | -1.9% | -$819 | 减仓 |
| PGR | PROGRESSIVE CORP | $4.19万 | 0.02% | 192 | 16 | 9.1% | $3,495 | 加仓 |
| SYK | STRYKER CORPORATION | $4.22万 | 0.02% | 134 | 20 | 17.5% | $6,298 | 加仓 |
| EBAY | EBAY INC. | $4.24万 | 0.02% | 379 | 18 | 5.0% | $2,012 | 加仓 |
| APP | APPLOVIN CORP | $4.28万 | 0.02% | 83 | 10 | 13.7% | $5,152 | 加仓 |
| KEY | KEYCORP | $4.29万 | 0.02% | 1,861 | 17 | 0.9% | $392 | 加仓 |
| SAM | BOSTON BEER INC | $4.33万 | 0.02% | 245 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4.36万 | 0.02% | 966 | 38 | 4.1% | $1,714 | 加仓 |
| SPGI | S&P GLOBAL INC | $4.44万 | 0.02% | 109 | 34 | 45.3% | $1.38万 | 加仓 |
| DE | DEERE & CO | $4.50万 | 0.02% | 71 | 7 | 10.9% | $4,441 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $4.55万 | 0.02% | 136 | 13 | 10.6% | $4,353 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $4.57万 | 0.02% | 93 | 10 | 12.0% | $4,912 | 加仓 |
| JBL | JABIL INC | $4.70万 | 0.02% | 122 | 59 | 93.7% | $2.27万 | 加仓 |
| SO | SOUTHERN CO | $4.73万 | 0.02% | 494 | 107 | 27.6% | $1.02万 | 加仓 |
| FDX | FEDEX CORP | $4.78万 | 0.02% | 152 | 7 | 4.8% | $2,200 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.82万 | 0.02% | 50 | 1 | 2.0% | $965 | 加仓 |
| WAT | WATERS CORP | $4.91万 | 0.02% | 131 | 21 | 19.1% | $7,876 | 加仓 |
| ACWV | ISHARES INC | $4.95万 | 0.02% | 411 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $4.99万 | 0.02% | 653 | 13 | 2.0% | $993 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $5.04万 | 0.02% | 415 | -94 | -18.5% | -$1.14万 | 减仓 |
| HSY | HERSHEY CO | $5.07万 | 0.02% | 289 | -36 | -11.1% | -$6,316 | 减仓 |
| BA | BOEING CO | $5.09万 | 0.02% | 235 | -22 | -8.6% | -$4,762 | 减仓 |
| AFL | AFLAC INC | $5.17万 | 0.03% | 441 | 17 | 4.0% | $1,993 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $5.17万 | 0.03% | 81 | 35 | 76.1% | $2.24万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $5.23万 | 0.03% | 906 | 3 | 0.3% | $173 | 加仓 |
| COP | CONOCOPHILLIPS | $5.37万 | 0.03% | 516 | 78 | 17.8% | $8,115 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $5.42万 | 0.03% | 1,475 | 1,475 | — | $5.42万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $5.44万 | 0.03% | 937 | 208 | 28.5% | $1.21万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $5.44万 | 0.03% | 478 | 43 | 9.9% | $4,890 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $5.46万 | 0.03% | 439 | 75 | 20.6% | $9,326 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5.72万 | 0.03% | 994 | -101 | -9.2% | -$5,817 | 减仓 |
| CVSA | COVISTA INC | $5.85万 | 0.03% | 469 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $5.86万 | 0.03% | 1,234 | 129 | 11.7% | $6,131 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $5.94万 | 0.03% | 2,672 | 20 | 0.8% | $445 | 加仓 |
| TGT | TARGET CORP | $6.02万 | 0.03% | 461 | 34 | 8.0% | $4,437 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $6.18万 | 0.03% | 1,107 | 2 | 0.2% | $112 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $6.21万 | 0.03% | 229 | 53 | 30.1% | $1.44万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $6.36万 | 0.03% | 128 | 15 | 13.3% | $7,448 | 加仓 |
| NTRS | NORTHERN TR CORP | $6.38万 | 0.03% | 367 | 11 | 3.1% | $1,912 | 加仓 |
| PEP | PEPSICO INC | $6.43万 | 0.03% | 475 | 105 | 28.4% | $1.42万 | 加仓 |
| MO | ALTRIA GROUP INC | $6.54万 | 0.03% | 906 | 143 | 18.7% | $1.03万 | 加仓 |
| PLD | PROLOGIS INC. | $6.54万 | 0.03% | 483 | 100 | 26.1% | $1.35万 | 加仓 |
| EEM | ISHARES TR | $6.65万 | 0.03% | 972 | 2 | 0.2% | $137 | 加仓 |
| CMI | CUMMINS INC | $6.78万 | 0.03% | 95 | 5 | 5.6% | $3,566 | 加仓 |
| CB | CHUBB LIMITED | $6.82万 | 0.03% | 200 | 26 | 14.9% | $8,860 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6.82万 | 0.03% | 136 | 4 | 3.0% | $2,006 | 加仓 |
| SPYM | SPDR SERIES TRUST | $6.85万 | 0.03% | 780 | 780 | — | $6.85万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $6.88万 | 0.03% | 264 | 2 | 0.8% | $521 | 加仓 |
| DHR | DANAHER CORP DEL | $7.04万 | 0.03% | 369 | 48 | 15.0% | $9,162 | 加仓 |
| CMCSA | COMCAST CORP NEW | $7.06万 | 0.03% | 2,876 | 341 | 13.5% | $8,372 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $7.08万 | 0.03% | 178 | 36 | 25.4% | $1.43万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $7.20万 | 0.04% | 359 | 54 | 17.7% | $1.08万 | 加仓 |
| WFC | WELLS FARGO & CO | $7.28万 | 0.04% | 881 | 255 | 40.7% | $2.11万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $7.35万 | 0.04% | 1,419 | 10 | 0.7% | $518 | 加仓 |
| CI | THE CIGNA GROUP | $7.43万 | 0.04% | 269 | 4 | 1.5% | $1,105 | 加仓 |
| LIN | LINDE PLC | $7.43万 | 0.04% | 143 | 39 | 37.5% | $2.03万 | 加仓 |
| IEMG | ISHARES INC | $7.48万 | 0.04% | 903 | 503 | 125.8% | $4.17万 | 加仓 |
| IGIB | ISHARES TR | $7.58万 | 0.04% | 1,426 | 13 | 0.9% | $691 | 加仓 |
| EMR | EMERSON ELEC CO | $7.66万 | 0.04% | 535 | 124 | 30.2% | $1.78万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $7.88万 | 0.04% | 473 | 51 | 12.1% | $8,502 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $8.06万 | 0.04% | 445 | 73 | 19.6% | $1.32万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $8.14万 | 0.04% | 1,045 | 58 | 5.9% | $4,520 | 加仓 |
| — | TCW ETF TRUST | $8.31万 | 0.04% | 2,577 | 2,577 | — | $8.31万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $8.45万 | 0.04% | 228 | 21 | 10.1% | $7,783 | 加仓 |
| DCI | DONALDSON INC | $8.55万 | 0.04% | 952 | 188 | 24.6% | $1.69万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $8.62万 | 0.04% | 681 | 60 | 9.7% | $7,595 | 加仓 |
| GDXJ | VANECK ETF TRUST | $8.65万 | 0.04% | 880 | -1 | -0.1% | -$98 | 减仓 |
| USB | US BANCORP | $8.82万 | 0.04% | 1,460 | 138 | 10.4% | $8,336 | 加仓 |
| HAL | HALLIBURTON CO | $9.03万 | 0.04% | 2,660 | 94 | 3.7% | $3,191 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $9.29万 | 0.05% | 95 | 12 | 14.5% | $1.17万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $9.36万 | 0.05% | 277 | 56 | 25.3% | $1.89万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $9.48万 | 0.05% | 480 | -22 | -4.4% | -$4,347 | 减仓 |
| GILD | GILEAD SCIENCES INC | $9.57万 | 0.05% | 757 | 27 | 3.7% | $3,413 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $9.88万 | 0.05% | 1,077 | 34 | 3.3% | $3,118 | 加仓 |
| RSG | REPUBLIC SVCS INC | $10.33万 | 0.05% | 485 | 8 | 1.7% | $1,704 | 加仓 |
| — | WINCHESTER BANCORP INC | $10.51万 | 0.05% | 8,000 | 8,000 | — | $10.51万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $10.69万 | 0.05% | 1,287 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $10.84万 | 0.05% | 1,334 | 338 | 33.9% | $2.75万 | 加仓 |
| SBUX | STARBUCKS CORP | $10.91万 | 0.05% | 1,068 | 74 | 7.4% | $7,562 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $11.29万 | 0.05% | 610 | 0 | 0.0% | — | 不变 |