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 |
|---|---|---|---|---|---|---|---|---|
| MTG | MGIC INVT CORP WIS | $480 | 0.00% | 17 | -78 | -82.1% | -$2,202 | 减仓 |
| KMX | CARMAX INC | $529 | 0.00% | 10 | 10 | — | $529 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $530 | 0.00% | 1 | 1 | — | $530 | 新建仓 |
| GATX | GATX CORP | $532 | 0.00% | 3 | 3 | — | $532 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $545 | 0.00% | 23 | -82 | -78.1% | -$1,943 | 减仓 |
| CELH | CELSIUS HLDGS INC | $557 | 0.00% | 19 | -75 | -79.8% | -$2,199 | 减仓 |
| VG | VENTURE GLOBAL INC | $557 | 0.00% | 50 | 50 | — | $557 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $579 | 0.00% | 2 | 2 | — | $579 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $593 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $609 | 0.00% | 4 | -5 | -55.6% | -$761 | 减仓 |
| STE | STERIS PLC | $632 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC | $636 | 0.00% | 16 | -31 | -66.0% | -$1,232 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $654 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $669 | 0.00% | 7 | -45 | -86.5% | -$4,301 | 减仓 |
| EVR | EVERCORE INC | $683 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $688 | 0.00% | 5 | -5 | -50.0% | -$688 | 重新持有 |
| CVLT | COMMVAULT SYS INC | $709 | 0.00% | 5 | 5 | — | $709 | 新建仓 |
| BILL | BILL HOLDINGS INC | $724 | 0.00% | 20 | -23 | -53.5% | -$833 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $726 | 0.00% | 8 | -11 | -57.9% | -$998 | 减仓 |
| FNB | F N B CORP | $726 | 0.00% | 38 | 38 | — | $726 | 新建仓 |
| TFSL | TFS FINL CORP | $727 | 0.00% | 41 | 41 | — | $727 | 新建仓 |
| PPC | PILGRIMS PRIDE CORP | $731 | 0.00% | 26 | -33 | -55.9% | -$928 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $734 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC-CORP | $739 | 0.00% | 24 | -5 | -17.2% | -$154 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $752 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $752 | 0.00% | 26 | 26 | — | $752 | 新建仓 |
| AAON | AAON INC | $762 | 0.00% | 6 | 5 | 500.0% | $635 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $764 | 0.00% | 162 | -166 | -50.6% | -$783 | 减仓 |
| CDP | COPT DEFENSE PROPERTIES | $770 | 0.00% | 21 | -55 | -72.4% | -$2,017 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $772 | 0.00% | 19 | -35 | -64.8% | -$1,422 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $783 | 0.00% | 7 | -21 | -75.0% | -$2,349 | 减仓 |
| KBR | KBR INC | $795 | 0.00% | 23 | -40 | -63.5% | -$1,383 | 减仓 |
| HAYW | HAYWARD HLDGS INC | $797 | 0.00% | 46 | 46 | — | $797 | 新建仓 |
| SMTC | SEMTECH CORP | $810 | 0.00% | 5 | 5 | — | $810 | 新建仓 |
| OPCH | OPTION CARE HEALTH INC | $818 | 0.00% | 39 | -14 | -26.4% | -$294 | 减仓 |
| FNV | FRANCO NEV CORP | $838 | 0.00% | 4 | 4 | — | $838 | 新建仓 |
| COO | COOPER COS INC | $861 | 0.00% | 12 | -50 | -80.6% | -$3,588 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $870 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $875 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $891 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $912 | 0.00% | 12 | -22 | -64.7% | -$1,672 | 减仓 |
| GPC | GENUINE PARTS CO | $927 | 0.00% | 8 | -13 | -61.9% | -$1,506 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $935 | 0.00% | 28 | 28 | — | $935 | 新建仓 |
| CART | MAPLEBEAR INC | $947 | 0.00% | 20 | 20 | — | $947 | 新建仓 |
| INSM | INSMED INC | $960 | 0.00% | 9 | -33 | -78.6% | -$3,520 | 减仓 |
| ARMK | ARAMARK | $968 | 0.00% | 17 | 17 | — | $968 | 新建仓 |
| ENB | ENBRIDGE INC | $975 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $979 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $989 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AAP | ADVANCE AUTO PARTS INC | $996 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $998 | 0.00% | 23 | 23 | — | $998 | 新建仓 |
| — | FEDERATED HERMES ETF TRUST | $1,002 | 0.00% | 43 | 43 | — | $1,002 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,030 | 0.00% | 18 | 18 | — | $1,030 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $1,044 | 0.00% | 12 | 12 | — | $1,044 | 新建仓 |
| SR | SPIRE INC | $1,050 | 0.00% | 15 | 15 | — | $1,050 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $1,059 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $1,060 | 0.00% | 7 | -9 | -56.2% | -$1,363 | 减仓 |
| ADC | AGREE RLTY CORP | $1,061 | 0.00% | 14 | -8 | -36.4% | -$606 | 减仓 |
| OGN | ORGANON & CO | $1,084 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $1,090 | 0.00% | 16 | -8 | -33.3% | -$545 | 减仓 |
| IDCC | INTERDIGITAL INC | $1,133 | 0.00% | 4 | 4 | — | $1,133 | 新建仓 |
| CPT | CAMDEN PPTY TR | $1,145 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $1,146 | 0.00% | 6 | 2 | 50.0% | $382 | 加仓 |
| HUN | HUNTSMAN CORP | $1,158 | 0.00% | 109 | 3 | 2.8% | $32 | 加仓 |
| H | HYATT HOTELS CORP | $1,164 | 0.00% | 6 | -14 | -70.0% | -$2,716 | 减仓 |
| CAR | AVIS BUDGET GROUP INC | $1,183 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $1,231 | 0.00% | 25 | 8 | 47.1% | $394 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $1,254 | 0.00% | 18 | 18 | — | $1,254 | 新建仓 |
| HRL | HORMEL FOODS CORP | $1,291 | 0.00% | 52 | -93 | -64.1% | -$2,309 | 减仓 |
| MTDR | MATADOR RES CO | $1,295 | 0.00% | 26 | -89 | -77.4% | -$4,433 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $1,334 | 0.00% | 35 | -41 | -53.9% | -$1,563 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $1,339 | 0.00% | 13 | -5 | -27.8% | -$515 | 减仓 |
| MSA | MSA SAFETY INC | $1,397 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $1,498 | 0.00% | 34 | 4 | 13.3% | $176 | 加仓 |
| OLN | OLIN CORP | $1,507 | 0.00% | 76 | -27 | -26.2% | -$535 | 减仓 |
| HOMB | HOME BANCSHARES INC | $1,571 | 0.00% | 55 | 24 | 77.4% | $686 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $1,619 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $1,621 | 0.00% | 59 | -196 | -76.9% | -$5,385 | 减仓 |
| VNT | VONTIER CORPORATION | $1,653 | 0.00% | 57 | -79 | -58.1% | -$2,291 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $1,653 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $1,676 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC | $1,689 | 0.00% | 35 | -33 | -48.5% | -$1,592 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1,699 | 0.00% | 28 | -30 | -51.7% | -$1,820 | 减仓 |
| QXO | QXO INC | $1,711 | 0.00% | 99 | 99 | — | $1,711 | 新建仓 |
| MLI | MUELLER INDS INC | $1,722 | 0.00% | 14 | 9 | 180.0% | $1,107 | 加仓 |
| UGI | UGI CORP NEW | $1,727 | 0.00% | 50 | -81 | -61.8% | -$2,798 | 减仓 |
| TEX | TEREX CORP NEW | $1,738 | 0.00% | 24 | -25 | -51.0% | -$1,810 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $1,748 | 0.00% | 117 | 117 | — | $1,748 | 新建仓 |
| BIO | BIO RAD LABS INC | $1,762 | 0.00% | 6 | 1 | 20.0% | $294 | 加仓 |
| — | TOPBUILD COR | $1,773 | 0.00% | 5 | 1 | 25.0% | $355 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $1,779 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $1,820 | 0.00% | 18 | 18 | — | $1,820 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1,845 | 0.00% | 37 | 37 | — | $1,845 | 新建仓 |
| ROL | ROLLINS INC | $1,879 | 0.00% | 45 | -30 | -40.0% | -$1,253 | 减仓 |
| KEX | KIRBY CORP | $1,904 | 0.00% | 14 | 1 | 7.7% | $136 | 加仓 |
| WING | WINGSTOP INC | $1,908 | 0.00% | 11 | 3 | 37.5% | $520 | 加仓 |
| CTRE | CARETRUST REIT INC | $1,915 | 0.00% | 47 | 47 | — | $1,915 | 新建仓 |
| CXT | CRANE NXT CO | $1,945 | 0.00% | 38 | -17 | -30.9% | -$870 | 减仓 |
| BF/B | BROWN FORMAN CORP | $1,963 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $1,978 | 0.00% | 59 | 0 | 0.0% | — | 不变 |