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 |
|---|---|---|---|---|---|---|---|---|
| VFC | V F CORP | $2,583 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $2,601 | 0.00% | 42 | 28 | 200.0% | $1,734 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $2,617 | 0.00% | 9 | 2 | 28.6% | $582 | 加仓 |
| ALV | AUTOLIV INC | $2,629 | 0.00% | 25 | 25 | — | $2,629 | 新建仓 |
| INCY | INCYTE CORP | $2,636 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $2,652 | 0.00% | 15 | 2 | 15.4% | $354 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $2,657 | 0.00% | 14 | 4 | 40.0% | $759 | 加仓 |
| PATH | UIPATH INC | $2,664 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| KROS | KEROS THERAPEUTICS INC | $2,694 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $2,697 | 0.00% | 39 | 39 | — | $2,697 | 新建仓 |
| DXCM | DEXCOM INC | $2,701 | 0.00% | 43 | 27 | 168.8% | $1,696 | 加仓 |
| DY | DYCOM INDS INC | $2,711 | 0.00% | 8 | 8 | — | $2,711 | 新建仓 |
| ILMN | ILLUMINA INC | $2,712 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $2,714 | 0.00% | 76 | 48 | 171.4% | $1,714 | 加仓 |
| — | GATES INDL CORP PLC | $2,714 | 0.00% | 120 | 120 | — | $2,714 | 新建仓 |
| FLS | FLOWSERVE CORP | $2,720 | 0.00% | 37 | 8 | 27.6% | $588 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $2,720 | 0.00% | 239 | 127 | 113.4% | $1,445 | 加仓 |
| BDC | BELDEN INC | $2,756 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $2,796 | 0.00% | 21 | 1 | 5.0% | $133 | 重新持有 |
| LDOS | LEIDOS HOLDINGS INC | $2,800 | 0.00% | 18 | 3 | 20.0% | $467 | 加仓 |
| SCI | SERVICE CORP INTL | $2,806 | 0.00% | 34 | 24 | 240.0% | $1,981 | 加仓 |
| EXP | EAGLE MATLS INC | $2,842 | 0.00% | 15 | 15 | — | $2,842 | 新建仓 |
| ARW | ARROW ELECTRS INC | $2,869 | 0.00% | 20 | 20 | — | $2,869 | 新建仓 |
| H | HYATT HOTELS CORP | $2,876 | 0.00% | 20 | 20 | — | $2,876 | 新建仓 |
| TEX | TEREX CORP NEW | $2,896 | 0.00% | 49 | 29 | 145.0% | $1,714 | 加仓 |
| LAD | LITHIA MTRS INC | $2,997 | 0.00% | 12 | 7 | 140.0% | $1,748 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $3,002 | 0.00% | 285 | 285 | — | $3,002 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $3,016 | 0.00% | 260 | 53 | 25.6% | $615 | 加仓 |
| MORN | MORNINGSTAR INC | $3,043 | 0.00% | 18 | 9 | 100.0% | $1,522 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $3,044 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $3,045 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $3,049 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $3,053 | 0.00% | 17 | 17 | — | $3,053 | 新建仓 |
| OLN | OLIN CORP | $3,063 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $3,066 | 0.00% | 23 | 12 | 109.1% | $1,600 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $3,075 | 0.00% | 51 | 51 | — | $3,075 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $3,078 | 0.00% | 54 | 34 | 170.0% | $1,938 | 加仓 |
| SYNA | SYNAPTICS INC | $3,082 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $3,106 | 0.00% | 70 | 50 | 250.0% | $2,219 | 加仓 |
| SMMV | ISHARES TR | $3,121 | 0.00% | 72 | 14 | 24.1% | $607 | 加仓 |
| ROKU | ROKU INC | $3,123 | 0.00% | 33 | 3 | 10.0% | $284 | 加仓 |
| ULTA | ULTA BEAUTY INC | $3,137 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $3,145 | 0.00% | 35 | 12 | 52.2% | $1,078 | 加仓 |
| GLDM | WORLD GOLD TR | $3,152 | 0.00% | 34 | 34 | — | $3,152 | 新建仓 |
| SAIA | SAIA INC | $3,160 | 0.00% | 9 | 4 | 80.0% | $1,404 | 重新持有 |
| EXEL | EXELIXIS INC | $3,174 | 0.00% | 74 | -35 | -32.1% | -$1,501 | 减仓 |
| OGE | OGE ENERGY CORP | $3,214 | 0.00% | 67 | 35 | 109.4% | $1,679 | 加仓 |
| ICUI | ICU MED INC | $3,229 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC | $3,247 | 0.00% | 218 | 157 | 257.4% | $2,338 | 加仓 |
| HRL | HORMEL FOODS CORP | $3,285 | 0.00% | 145 | 29 | 25.0% | $657 | 加仓 |
| KSS | KOHLS CORP | $3,312 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $3,336 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $3,344 | 0.00% | 11 | 6 | 120.0% | $1,824 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $3,348 | 0.00% | 37 | 27 | 270.0% | $2,443 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3,356 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC | $3,360 | 0.00% | 68 | 35 | 106.1% | $1,729 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $3,380 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $3,380 | 0.00% | 99 | 65 | 191.2% | $2,219 | 加仓 |
| W | WAYFAIR INC | $3,385 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $3,393 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL PLC | $3,405 | 0.00% | 36 | 24 | 200.0% | $2,270 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $3,410 | 0.00% | 198 | 198 | — | $3,410 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $3,414 | 0.00% | 37 | 37 | — | $3,414 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $3,424 | 0.00% | 57 | 57 | — | $3,424 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $3,435 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $3,450 | 0.00% | 13 | 13 | — | $3,450 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $3,459 | 0.00% | 220 | -102 | -31.7% | -$1,604 | 减仓 |
| LSTR | LANDSTAR SYS INC | $3,527 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR | $3,532 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE TR | $3,546 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $3,565 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $3,588 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $3,602 | 0.00% | 20 | 11 | 122.2% | $1,981 | 加仓 |
| MATX | MATSON INC | $3,607 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $3,642 | 0.00% | 45 | 21 | 87.5% | $1,700 | 加仓 |
| NDAQ | NASDAQ INC | $3,651 | 0.00% | 43 | 15 | 53.6% | $1,274 | 加仓 |
| CC | CHEMOURS CO | $3,657 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $3,666 | 0.00% | 9 | 9 | — | $3,666 | 新建仓 |
| MUR | MURPHY OIL CORP | $3,672 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $3,674 | 0.00% | 54 | -23 | -29.9% | -$1,565 | 减仓 |
| EFG | ISHARES TR | $3,741 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $3,749 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. | $3,760 | 0.00% | 148 | 67 | 82.7% | $1,702 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $3,770 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $3,778 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $3,797 | 0.00% | 8 | 2 | 33.3% | $949 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $3,813 | 0.00% | 163 | 163 | — | $3,813 | 新建仓 |
| VC | VISTEON CORP | $3,827 | 0.00% | 42 | 25 | 147.1% | $2,278 | 加仓 |
| MKL | MARKEL GROUP INC | $3,829 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP | $3,849 | 0.00% | 6 | 3 | 100.0% | $1,924 | 加仓 |
| SSNC | SS&C TECH HLDGS | $3,852 | 0.00% | 57 | 41 | 256.2% | $2,771 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $3,857 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $3,864 | 0.00% | 64 | 27 | 73.0% | $1,630 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $3,890 | 0.00% | 32 | 22 | 220.0% | $2,674 | 加仓 |
| GNTX | GENTEX CORP | $3,912 | 0.00% | 179 | 80 | 80.8% | $1,748 | 加仓 |
| CMC | COMMERCIAL METALS CO | $3,932 | 0.00% | 64 | 64 | — | $3,932 | 新建仓 |
| CR | CRANE COMPANY | $3,933 | 0.00% | 23 | 3 | 15.0% | $513 | 加仓 |
| HSIC | SCHEIN HENRY INC | $3,980 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $3,987 | 0.00% | 42 | 18 | 75.0% | $1,709 | 加仓 |
| ROL | ROLLINS INC | $4,006 | 0.00% | 75 | 0 | 0.0% | — | 不变 |