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 |
|---|---|---|---|---|---|---|---|---|
| MKTX | MARKETAXESS HLDGS INC | $495 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC | $507 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $508 | 0.00% | 10 | -17 | -63.0% | -$864 | 重新持有 |
| WDAY | WORKDAY INC | $520 | 0.00% | 4 | -48 | -92.3% | -$6,240 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $533 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CLB | CORE LABORATORIES INC | $538 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $539 | 0.00% | 4 | -10 | -71.4% | -$1,348 | 减仓 |
| PRGO | PERRIGO CO PLC | $548 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $553 | 0.00% | 11 | -15 | -57.7% | -$754 | 减仓 |
| MLI | MUELLER INDS INC | $554 | 0.00% | 5 | 5 | — | $554 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $577 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $588 | 0.00% | 35 | -85 | -70.8% | -$1,428 | 减仓 |
| RGEN | REPLIGEN CORP | $590 | 0.00% | 5 | 5 | — | $590 | 新建仓 |
| EVR | EVERCORE INC | $598 | 0.00% | 2 | 2 | — | $598 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $599 | 0.00% | 4 | -6 | -60.0% | -$898 | 重新持有 |
| HOG | HARLEY DAVIDSON INC | $607 | 0.00% | 30 | -54 | -64.3% | -$1,093 | 减仓 |
| WYNN | WYNN RESORTS LTD | $610 | 0.00% | 6 | 6 | — | $610 | 新建仓 |
| AVTR | AVANTOR INC | $612 | 0.00% | 78 | -101 | -56.4% | -$792 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $613 | 0.00% | 14 | 9 | 180.0% | $394 | 加仓 |
| TSN | TYSON FOODS INC | $641 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $643 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $644 | 0.00% | 4 | 4 | — | $644 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $654 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $655 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $655 | 0.00% | 9 | 9 | — | $655 | 新建仓 |
| STE | STERIS PLC | $664 | 0.00% | 3 | -2 | -40.0% | -$443 | 减仓 |
| CPRT | COPART INC | $664 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $668 | 0.00% | 19 | -15 | -44.1% | -$527 | 减仓 |
| UAA | UNDER ARMOUR INC | $680 | 0.00% | 115 | 115 | — | $680 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $685 | 0.00% | 2 | -7 | -77.8% | -$2,398 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $686 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $687 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $690 | 0.00% | 4 | 4 | — | $690 | 新建仓 |
| SITM | SITIME CORP | $691 | 0.00% | 2 | 2 | — | $691 | 新建仓 |
| — | QORVO INC | $697 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $701 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $709 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD | $734 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC-CORP | $750 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $754 | 0.00% | 40 | -15 | -27.3% | -$283 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $764 | 0.00% | 7 | 6 | 600.0% | $655 | 加仓 |
| COKE | COCA COLA CONS INC | $767 | 0.00% | 4 | 4 | — | $767 | 新建仓 |
| JBTM | JBT MAREL CORPORATION | $768 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $807 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES HOLDINGS INC | $823 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $835 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AAP | ADVANCE AUTO PARTS INC | $844 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC | $865 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $868 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PPLI | IAC INC | $881 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $894 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $920 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $945 | 0.00% | 8 | -30 | -78.9% | -$3,544 | 减仓 |
| ITT | ITT INC | $953 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $970 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $974 | 0.00% | 18 | 18 | — | $974 | 新建仓 |
| CPT | CAMDEN PPTY TR | $977 | 0.00% | 10 | -50 | -83.3% | -$4,885 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $981 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $1,030 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $1,077 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $1,087 | 0.00% | 2 | 2 | — | $1,087 | 新建仓 |
| CACI | CACI INTL INC | $1,088 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $1,107 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $1,121 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PSN | PARSONS CORP DEL | $1,138 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,141 | 0.00% | 7 | -21 | -75.0% | -$3,423 | 减仓 |
| MTN | VAIL RESORTS INC | $1,155 | 0.00% | 9 | -14 | -60.9% | -$1,797 | 减仓 |
| CAR | AVIS BUDGET GROUP INC | $1,167 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $1,170 | 0.00% | 12 | 12 | — | $1,170 | 新建仓 |
| AN | AUTONATION INC | $1,172 | 0.00% | 6 | 3 | 100.0% | $586 | 加仓 |
| DOCS | DOXIMITY INC | $1,189 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $1,203 | 0.00% | 53 | -2 | -3.6% | -$45 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $1,235 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $1,240 | 0.00% | 8 | -9 | -52.9% | -$1,395 | 减仓 |
| PRI | PRIMERICA INC | $1,253 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $1,295 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $1,305 | 0.00% | 20 | -11 | -35.5% | -$718 | 减仓 |
| MSA | MSA SAFETY INC | $1,312 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $1,350 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $1,356 | 0.00% | 10 | -13 | -56.5% | -$1,763 | 减仓 |
| BIO | BIO RAD LABS INC | $1,394 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $1,400 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SHC | SOTERA HEALTH CO | $1,406 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $1,406 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC | $1,410 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| HUN | HUNTSMAN CORP | $1,411 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $1,427 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $1,434 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC | $1,459 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $1,460 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1,466 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1,486 | 0.00% | 36 | 1 | 2.9% | $41 | 加仓 |
| FTV | FORTIVE CORP | $1,493 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $1,495 | 0.00% | 6 | 2 | 50.0% | $498 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $1,520 | 0.00% | 12 | 5 | 71.4% | $633 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $1,534 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $1,537 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS MASTER ISSUER | $1,562 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED | $1,569 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $1,604 | 0.00% | 22 | 0 | 0.0% | — | 不变 |