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 |
|---|---|---|---|---|---|---|---|---|
| RMD | RESMED INC | $0 | 0.00% | 0 | -37 | -100.0% | -$8,306 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -55 | -100.0% | -$8,226 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -41 | -100.0% | -$8,098 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -56 | -100.0% | -$8,021 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -27 | -100.0% | -$7,566 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -159 | -100.0% | -$7,486 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -93 | -100.0% | -$7,448 | 清仓 |
| FLEX | FLEXTRONICS INTL LTD | $0 | 0.00% | 0 | -113 | -100.0% | -$7,397 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -46 | -100.0% | -$7,239 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -124 | -100.0% | -$7,140 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -45 | -100.0% | -$7,112 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -274 | -100.0% | -$7,092 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -72 | -100.0% | -$7,090 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -60 | -100.0% | -$7,065 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -88 | -100.0% | -$7,031 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -13 | -100.0% | -$7,008 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -234 | -100.0% | -$6,873 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -178 | -100.0% | -$6,763 | 清仓 |
| SON | SONOCO PRODS CO | $0 | 0.00% | 0 | -125 | -100.0% | -$6,762 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -53 | -100.0% | -$6,746 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -32 | -100.0% | -$6,691 | 清仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $0 | 0.00% | 0 | -77 | -100.0% | -$6,255 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -32 | -100.0% | -$6,253 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -56 | -100.0% | -$6,240 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -53 | -100.0% | -$6,214 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -53 | -100.0% | -$6,095 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -129 | -100.0% | -$6,052 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -107 | -100.0% | -$6,052 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -80 | -100.0% | -$6,048 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -48 | -100.0% | -$6,040 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -28 | -100.0% | -$6,003 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -51 | -100.0% | -$6,001 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -35 | -100.0% | -$5,813 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -39 | -100.0% | -$5,709 | 清仓 |
| CALF | PACER FDS TR | $0 | 0.00% | 0 | -124 | -100.0% | -$5,564 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -15 | -100.0% | -$5,457 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -23 | -100.0% | -$5,256 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -86 | -100.0% | -$5,158 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -29 | -100.0% | -$4,972 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -147 | -100.0% | -$4,515 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -68 | -100.0% | -$4,438 | 清仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $0 | 0.00% | 0 | -123 | -100.0% | -$4,333 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -30 | -100.0% | -$4,309 | 清仓 |
| EEFT | EURONET WORLDWIDE INC | $0 | 0.00% | 0 | -64 | -100.0% | -$4,248 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -81 | -100.0% | -$4,234 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -23 | -100.0% | -$4,092 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -23 | -100.0% | -$4,041 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -62 | -100.0% | -$4,027 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -64 | -100.0% | -$3,864 | 清仓 |
| SSNC | SS&C TECH HLDGS | $0 | 0.00% | 0 | -57 | -100.0% | -$3,852 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -148 | -100.0% | -$3,760 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -54 | -100.0% | -$3,674 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -43 | -100.0% | -$3,651 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -20 | -100.0% | -$3,602 | 清仓 |
| LSTR | LANDSTAR SYS INC | $0 | 0.00% | 0 | -22 | -100.0% | -$3,527 | 清仓 |
| STWD | STARWOOD PPTY TR INC | $0 | 0.00% | 0 | -198 | -100.0% | -$3,410 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -37 | -100.0% | -$3,348 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -34 | -100.0% | -$3,152 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -33 | -100.0% | -$3,123 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -44 | -100.0% | -$3,045 | 清仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $0 | 0.00% | 0 | -26 | -100.0% | -$3,044 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -18 | -100.0% | -$3,043 | 清仓 |
| XRAY | DENTSPLY SIRONA INC | $0 | 0.00% | 0 | -260 | -100.0% | -$3,016 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -22 | -100.0% | -$2,712 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -14 | -100.0% | -$2,657 | 清仓 |
| FCN | FTI CONSULTING INC | $0 | 0.00% | 0 | -15 | -100.0% | -$2,652 | 清仓 |
| — | CARNIVAL PLC | $0 | 0.00% | 0 | -100 | -100.0% | -$2,577 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -21 | -100.0% | -$2,542 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -9 | -100.0% | -$2,468 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -714 | -100.0% | -$2,457 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -60 | -100.0% | -$2,414 | 清仓 |
| EXLS | EXLSERVICE HLDGS INC | $0 | 0.00% | 0 | -78 | -100.0% | -$2,376 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$2,302 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -27 | -100.0% | -$2,223 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -27 | -100.0% | -$2,171 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -52 | -100.0% | -$2,098 | 清仓 |
| EXPO | EXPONENT INC | $0 | 0.00% | 0 | -32 | -100.0% | -$2,088 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -8 | -100.0% | -$2,006 | 清仓 |
| BLKB | BLACKBAUD INC | $0 | 0.00% | 0 | -51 | -100.0% | -$1,970 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1,872 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -25 | -100.0% | -$1,862 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -38 | -100.0% | -$1,753 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -21 | -100.0% | -$1,653 | 清仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $0 | 0.00% | 0 | -21 | -100.0% | -$1,562 | 清仓 |
| LECO | LINCOLN ELEC HLDGS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,495 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -78 | -100.0% | -$1,350 | 清仓 |
| PRI | PRIMERICA INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,253 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,155 | 清仓 |
| RBC | RBC BEARINGS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1,087 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,077 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | -28 | -100.0% | -$1,030 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -2 | -100.0% | -$970 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -8 | -100.0% | -$945 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -40 | -100.0% | -$754 | 清仓 |
| AGO | ASSURED GUARANTY LTD | $0 | 0.00% | 0 | -9 | -100.0% | -$734 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -4 | -100.0% | -$690 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$685 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -20 | -100.0% | -$664 | 清仓 |
| TTC | TORO CO | $0 | 0.00% | 0 | -7 | -100.0% | -$655 | 清仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -14 | -100.0% | -$613 | 清仓 |