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 |
|---|---|---|---|---|---|---|---|---|
| TDC | TERADATA CORP DEL | $1,641 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $1,647 | 0.00% | 43 | 31 | 258.3% | $1,187 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $1,648 | 0.00% | 59 | 59 | — | $1,648 | 新建仓 |
| OKTA | OKTA INC | $1,653 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $1,659 | 0.00% | 25 | 25 | — | $1,659 | 新建仓 |
| LYFT | LYFT INC | $1,663 | 0.00% | 125 | 125 | — | $1,663 | 新建仓 |
| ZS | ZSCALER INC | $1,684 | 0.00% | 12 | 12 | — | $1,684 | 新建仓 |
| NXT | NEXTPOWER INC | $1,688 | 0.00% | 14 | 14 | — | $1,688 | 新建仓 |
| KEX | KIRBY CORP | $1,728 | 0.00% | 13 | -9 | -40.9% | -$1,196 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $1,730 | 0.00% | 80 | 24 | 42.9% | $519 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $1,751 | 0.00% | 19 | 19 | — | $1,751 | 新建仓 |
| GLOB | GLOBANT S A | $1,753 | 0.00% | 38 | 2 | 5.6% | $92 | 加仓 |
| WWD | WOODWARD INC | $1,790 | 0.00% | 5 | 2 | 66.7% | $716 | 加仓 |
| MKSI | MKS INC. | $1,839 | 0.00% | 8 | 8 | — | $1,839 | 新建仓 |
| PII | POLARIS INC | $1,853 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $1,862 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $1,872 | 0.00% | 20 | 6 | 42.9% | $562 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $1,872 | 0.00% | 71 | 71 | — | $1,872 | 新建仓 |
| PODD | INSULET CORP | $1,889 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $1,889 | 0.00% | 16 | 16 | — | $1,889 | 新建仓 |
| REG | REGENCY CTRS CORP | $1,892 | 0.00% | 25 | -3 | -10.7% | -$227 | 减仓 |
| INGR | INGREDION INC | $1,916 | 0.00% | 17 | 7 | 70.0% | $789 | 重新持有 |
| NVST | ENVISTA HOLDINGS CORPORATION | $1,929 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $1,931 | 0.00% | 73 | -29 | -28.4% | -$767 | 减仓 |
| BLKB | BLACKBAUD INC | $1,970 | 0.00% | 51 | 51 | — | $1,970 | 新建仓 |
| SUI | SUN CMNTYS INC | $1,984 | 0.00% | 16 | -1 | -5.9% | -$124 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $1,985 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| UTL | UNITIL CORP | $1,986 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $1,996 | 0.00% | 37 | 30 | 428.6% | $1,618 | 加仓 |
| VMI | VALMONT INDS INC | $1,998 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $2,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $2,000 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2,001 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| MAN | MANPOWERGROUP INC WIS | $2,004 | 0.00% | 68 | 44 | 183.3% | $1,297 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2,006 | 0.00% | 8 | -14 | -63.6% | -$3,510 | 减仓 |
| TR | TOOTSIE ROLL INDS INC | $2,008 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $2,008 | 0.00% | 111 | 111 | — | $2,008 | 新建仓 |
| WPC | WP CAREY INC | $2,034 | 0.00% | 34 | -33 | -49.3% | -$1,974 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $2,043 | 0.00% | 462 | 161 | 53.5% | $712 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $2,054 | 0.00% | 110 | 110 | — | $2,054 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $2,076 | 0.00% | 11 | 3 | 37.5% | $566 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $2,076 | 0.00% | 98 | 34 | 53.1% | $720 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $2,080 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SLAB | SILICON LABORATORIES INC | $2,082 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $2,088 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $2,098 | 0.00% | 52 | 13 | 33.3% | $524 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $2,100 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2,123 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| NOVT | NOVANTA INC | $2,126 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COS INC | $2,130 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $2,136 | 0.00% | 2 | -2 | -50.0% | -$2,136 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $2,171 | 0.00% | 27 | -9 | -25.0% | -$724 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,178 | 0.00% | 16 | 3 | 23.1% | $408 | 加仓 |
| AIZ | ASSURANT INC | $2,179 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $2,180 | 0.00% | 117 | 117 | — | $2,180 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $2,195 | 0.00% | 11 | 11 | — | $2,195 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $2,197 | 0.00% | 93 | 25 | 36.8% | $591 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $2,197 | 0.00% | 31 | 31 | — | $2,197 | 新建仓 |
| SF | STIFEL FINL CORP | $2,218 | 0.00% | 30 | -9 | -23.1% | -$665 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $2,219 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $2,221 | 0.00% | 21 | 8 | 61.5% | $846 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $2,223 | 0.00% | 27 | 22 | 440.0% | $1,811 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $2,228 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $2,228 | 0.00% | 244 | 244 | — | $2,228 | 新建仓 |
| CXT | CRANE NXT CO | $2,233 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR | $2,236 | 0.00% | 86 | -22 | -20.4% | -$572 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $2,257 | 0.00% | 105 | -51 | -32.7% | -$1,096 | 减仓 |
| — | AVALONBAY CMNTYS INC | $2,287 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $2,288 | 0.00% | 16 | 16 | — | $2,288 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $2,296 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $2,302 | 0.00% | 17 | 5 | 41.7% | $677 | 加仓 |
| ELF | E L F BEAUTY INC | $2,304 | 0.00% | 38 | 28 | 280.0% | $1,698 | 加仓 |
| KBR | KBR INC | $2,323 | 0.00% | 63 | 63 | — | $2,323 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $2,329 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $2,350 | 0.00% | 76 | 76 | — | $2,350 | 新建仓 |
| BALL | BALL CORP | $2,365 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $2,369 | 0.00% | 21 | 21 | — | $2,369 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $2,376 | 0.00% | 78 | 78 | — | $2,376 | 新建仓 |
| CNO | CNO FINL GROUP INC | $2,382 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC | $2,385 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2,399 | 0.00% | 28 | 28 | — | $2,399 | 新建仓 |
| RAL | RALLIANT CORP | $2,413 | 0.00% | 58 | 49 | 544.4% | $2,039 | 加仓 |
| — | APELLIS PHARMACEUTICALS INC | $2,414 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| FRPT | FRESHPET INC | $2,418 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $2,442 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $2,448 | 0.00% | 10 | 2 | 25.0% | $490 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $2,456 | 0.00% | 23 | 23 | — | $2,456 | 新建仓 |
| NWL | NEWELL BRANDS INC | $2,457 | 0.00% | 714 | 465 | 186.7% | $1,600 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $2,460 | 0.00% | 50 | 6 | 13.6% | $295 | 加仓 |
| IEX | IDEX CORP | $2,465 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $2,468 | 0.00% | 9 | -1 | -10.0% | -$274 | 减仓 |
| CROX | CROCS INC | $2,491 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $2,494 | 0.00% | 95 | 95 | — | $2,494 | 新建仓 |
| VIRT | VIRTU FINL INC | $2,507 | 0.00% | 57 | 57 | — | $2,507 | 新建仓 |
| NOK | NOKIA CORP | $2,509 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $2,542 | 0.00% | 21 | 18 | 600.0% | $2,179 | 加仓 |
| KD | KYNDRYL HLDGS INC | $2,546 | 0.00% | 194 | -4 | -2.0% | -$52 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $2,546 | 0.00% | 33 | 33 | — | $2,546 | 新建仓 |
| BOKF | BOK FINL CORP | $2,562 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | CARNIVAL PLC | $2,577 | 0.00% | 100 | 0 | 0.0% | — | 不变 |