13F 机构持仓

Sachetta, LLC

LYNNFIELD MA · SEC CIK 0002010574

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.06亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QQQ 16.3%
SPY 9.7%
GNR 6.7%
FBND 5.0%
TER 3.6%
IHDG 2.4%
IJH 2.3%
SCHD 2.1%
MINT 1.9%
MBB 1.8%

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
PRGO PERRIGO CO PLC $00.00%0 -51-100.0% -$548 清仓
VIAV VIAVI SOLUTIONS INC $00.00%0 -16-100.0% -$533 清仓
FND FLOOR & DECOR HLDGS INC $00.00%0 -10-100.0% -$508 清仓
UDR UDR INC $00.00%0 -15-100.0% -$507 清仓
MKTX MARKETAXESS HLDGS INC $00.00%0 -3-100.0% -$495 清仓
LCID LUCID GROUP INC $00.00%0 -29-100.0% -$277 清仓
ISTB ISHARES TR $00.00%0 -3-100.0% -$162 清仓
FG F&G ANNUITIES & LIFE INC $00.00%0 -3-100.0% -$76 清仓
SCZ ISHARES TR $00.00%0 -1-100.0% -$68 清仓
IYR ISHARES TR $00.00%0 0— -$45 清仓
— CBAK ENERGY TECHNOLOGY INC $00.00%0 -10-100.0% -$9 清仓
— ISPECIMEN INC $00.00%0 -2-100.0% -$1 清仓
VCSH VANGUARD SCOTTSDALE FDS $10.00%0 0— -$1 清仓
BNDW VANGUARD SCOTTSDALE FDS $10.00%0 0— -$1 清仓
SPCE VIRGIN GALACTIC HOLDINGS INC $60.00%2 00.0% — 不变
— CBAK ENERGY TECHNOLOGY LTD $60.00%10 10— $6 新建仓
— PHARMACYTE BIOTECH INC $110.00%14 00.0% — 不变
MTW MANITOWOC CO INC $140.00%1 00.0% — 不变
LBTYA LIBERTY GLOBAL LTD $230.00%2 00.0% — 不变
— AVANOS MED INC $250.00%1 00.0% — 不变
SEG SEAPORT ENTMT GROUP INC $270.00%1 00.0% — 不变
GGN GAMCO GLOBAL GOLD NAT RES & $300.00%6 00.0% — 不变
PTON PELOTON INTERACTIVE INC $300.00%5 00.0% — 不变
MUB ISHARES TR $400.00%0 -173-100.0% -$1.84万 清仓
LAZ LAZARD INC $420.00%1 1— $42 新建仓
GLIBK LIBERTY CAP CORP $440.00%2 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN $450.00%2 -237-99.2% -$5,332 减仓
FHI FEDERATED HERMES INC $560.00%1 1— $56 新建仓
— GOPRO INC $590.00%75 00.0% — 不变
FRPT FRESHPET INC $600.00%1 -40-97.6% -$2,400 减仓
ANGI ANGI INC $600.00%10 00.0% — 不变
CBC CENTRAL BANCOMPANY $610.00%2 2— $61 新建仓
ESNT ESSENT GROUP LTD $650.00%1 1— $65 新建仓
UHAL U HAUL HOLDING COMPANY $660.00%1 00.0% — 重新持有
SFM SPROUTS FMRS MKT INC $850.00%1 -32-97.0% -$2,720 减仓
VGNT VERSIGENT PLC $850.00%2 2— $85 新建仓
CHDN CHURCHILL DOWNS INC $900.00%1 -34-97.1% -$3,060 减仓
— SCILEX HOLDING CO $940.00%12 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $960.00%1 00.0% — 不变
— DIREXION SHARES ETF TRUST $960.00%5 5— $96 新建仓
ESAB ESAB CORPORATION $990.00%1 1— $99 新建仓
ECHO ECHOSTAR CORP $1020.00%1 1— $102 新建仓
PSN PARSONS CORP DEL $1050.00%2 -19-90.5% -$998 减仓
LLYVK LIBERTY LIVE HOLDINGS INC $1060.00%1 1— $106 新建仓
ORA ORMAT TECHNOLOGIES INC $1090.00%1 1— $109 新建仓
— LIBERTY CAP CORP $1100.00%5 5— $110 新建仓
LNTH LANTHEUS HLDGS INC $1110.00%1 1— $111 新建仓
NJR NEW JERSEY RES CORP $1130.00%2 2— $113 新建仓
SLVM SYLVAMO CORP $1140.00%3 00.0% — 不变
TSN TYSON FOODS INC $1150.00%2 -8-80.0% -$460 减仓
UE URBAN EDGE PPTYS $1150.00%5 00.0% — 不变
NXT NEXTPOWER INC $1200.00%1 -13-92.9% -$1,560 减仓
LW LAMB WESTON HLDGS INC $1300.00%3 -7-70.0% -$303 重新持有
SKYD PARAMOUNT SKYDANCE CORP $1400.00%15 15— $140 新建仓
CARS CARS COM INC $1430.00%13 00.0% — 不变
CNA CNA FINL CORP $1460.00%3 -135-97.8% -$6,570 减仓
ASIX ADVANSIX INC $1460.00%7 00.0% — 不变
RYN RAYONIER INC $1490.00%7 7— $149 新建仓
NGVT INGEVITY CORP $1500.00%2 00.0% — 不变
HAE HAEMONETICS CORP MASS $1500.00%2 -28-93.3% -$2,100 重新持有
MDU MDU RES GROUP INC $1520.00%8 8— $152 新建仓
GXO GXO LOGISTICS INCORPORATED $1530.00%3 3— $153 新建仓
WMS ADVANCED DRAIN SYS INC DEL $1570.00%1 -4-80.0% -$628 减仓
LPX LOUISIANA PAC CORP $1580.00%2 -3-60.0% -$237 减仓
REYN REYNOLDS CONSUMER PRODS INC $1620.00%6 -92-93.9% -$2,484 减仓
SFD SMITHFIELD FOODS INC $1700.00%7 7— $170 新建仓
UAA UNDER ARMOUR INC $1730.00%27 -88-76.5% -$564 减仓
ACI ALBERTSONS COMPANIES INC $1760.00%13 -112-89.6% -$1,516 减仓
CERT CERTARA INC $1840.00%28 28— $184 新建仓
— LIBERTY BROADBAND CORP $2000.00%6 -5-45.5% -$167 减仓
CNNE CANNAE HLDGS INC $2310.00%16 00.0% — 不变
WMG WARNER MUSIC GROUP CORP $2710.00%10 10— $271 新建仓
FTRE FORTREA HLDGS INC $2960.00%17 00.0% — 不变
APG API GROUP CORP $2970.00%7 7— $297 新建仓
PJT PJT PARTNERS INC $3020.00%2 00.0% — 不变
IBOC INTERNATIONAL BANCSHARES COR $3040.00%4 -3-42.9% -$228 减仓
PEN PENUMBRA INC $3160.00%1 -2-66.7% -$632 重新持有
BLZE BACKBLAZE INC $3180.00%20 00.0% — 不变
PHIN PHINIA INC $3300.00%4 00.0% — 不变
RPM RPM INTL INC $3340.00%3 3— $334 新建仓
AMG AFFILIATED MANAGERS GROUP $3390.00%1 1— $339 新建仓
EMBC EMBECTA CORP $3400.00%104 00.0% — 不变
PRME PRIME MEDICINE INC $3690.00%100 100— $369 新建仓
CLB CORE LABORATORIES INC $3730.00%32 00.0% — 不变
KMPR KEMPER CORP $3780.00%14 -171-92.4% -$4,617 减仓
HL HECLA MINING COMPANY $3860.00%25 -92-78.6% -$1,420 减仓
OGS ONE GAS INC $3860.00%5 00.0% — 不变
ALB ALBEMARLE CORP $4060.00%3 -14-82.4% -$1,895 减仓
RGEN REPLIGEN CORP $4100.00%3 -2-40.0% -$273 减仓
FHB FIRST HAWAIIAN INC $4110.00%14 14— $411 新建仓
AHR AMERICAN HEALTHCARE REIT INC $4180.00%8 8— $418 新建仓
LBTYK LIBERTY GLOBAL LTD $4290.00%39 -164-80.8% -$1,804 重新持有
— LIBERTY BROADBAND CORP $4330.00%13 00.0% — 不变
VLY VALLEY NATL BANCORP $4400.00%30 30— $440 新建仓
GTX GARRETT MOTION INC $4480.00%12 00.0% — 不变
MBC MASTERBRAND INC $4530.00%44 00.0% — 不变
CRBG COREBRIDGE FINL INC $4590.00%16 16— $459 新建仓
LNC LINCOLN NATL CORP IND $4600.00%13 00.0% — 不变
TEM TEMPUS AI INC $4640.00%8 8— $464 新建仓
OHI OMEGA HEALTHCARE INVS INC $4770.00%10 -139-93.3% -$6,630 减仓