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 |
|---|---|---|---|---|---|---|---|---|
| TNL | TRAVEL PLUS LEISURE CO | $4,014 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP | $4,027 | 0.00% | 62 | 47 | 313.3% | $3,053 | 加仓 |
| VEEV | VEEVA SYS INC | $4,041 | 0.00% | 23 | -6 | -20.7% | -$1,054 | 减仓 |
| RMBS | RAMBUS INC DEL | $4,044 | 0.00% | 47 | 5 | 11.9% | $430 | 加仓 |
| — | MASIMO CORP | $4,092 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $4,103 | 0.00% | 49 | 9 | 22.5% | $754 | 加仓 |
| CNI | CANADIAN NATL RY CO | $4,111 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $4,116 | 0.00% | 113 | 45 | 66.2% | $1,639 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $4,131 | 0.00% | 24 | 9 | 60.0% | $1,549 | 重新持有 |
| RL | RALPH LAUREN CORP | $4,133 | 0.00% | 12 | 7 | 140.0% | $2,411 | 加仓 |
| CALY | CALLAWAY GOLF CO | $4,164 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $4,178 | 0.00% | 9 | 7 | 350.0% | $3,250 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $4,211 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO | $4,230 | 0.00% | 4 | 2 | 100.0% | $2,115 | 加仓 |
| TECH | BIO-TECHNE CORP | $4,234 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $4,241 | 0.00% | 50 | 37 | 284.6% | $3,138 | 加仓 |
| SM | SM ENERGY COMPANY | $4,241 | 0.00% | 136 | 136 | — | $4,241 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $4,248 | 0.00% | 64 | 56 | 700.0% | $3,717 | 重新持有 |
| SMCI | SUPER MICRO COMPUTER INC | $4,258 | 0.00% | 187 | 131 | 233.9% | $2,983 | 加仓 |
| HQY | HEALTHEQUITY INC | $4,263 | 0.00% | 51 | 39 | 325.0% | $3,260 | 加仓 |
| HR | HEALTHCARE RLTY TR | $4,265 | 0.00% | 251 | 210 | 512.2% | $3,568 | 加仓 |
| WY | WEYERHAEUSER CO | $4,276 | 0.00% | 175 | 158 | 929.4% | $3,861 | 加仓 |
| ATR | APTARGROUP INC | $4,285 | 0.00% | 34 | 26 | 325.0% | $3,277 | 重新持有 |
| DECK | DECKERS OUTDOOR CORP | $4,304 | 0.00% | 43 | 29 | 207.1% | $2,903 | 重新持有 |
| HLI | HOULIHAN LOKEY INC | $4,309 | 0.00% | 30 | 27 | 900.0% | $3,878 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $4,333 | 0.00% | 123 | 123 | — | $4,333 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $4,340 | 0.00% | 20 | 4 | 25.0% | $868 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $4,351 | 0.00% | 54 | 40 | 285.7% | $3,223 | 加仓 |
| MSTR | STRATEGY INC | $4,368 | 0.00% | 35 | 32 | 1,066.7% | $3,994 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $4,388 | 0.00% | 349 | 303 | 658.7% | $3,810 | 加仓 |
| BBY | BEST BUY INC | $4,402 | 0.00% | 68 | 37 | 119.4% | $2,395 | 加仓 |
| RNG | RINGCENTRAL INC | $4,426 | 0.00% | 119 | 67 | 128.8% | $2,492 | 加仓 |
| DINO | HF SINCLAIR CORP | $4,430 | 0.00% | 71 | 30 | 73.2% | $1,872 | 加仓 |
| COO | COOPER COS INC | $4,433 | 0.00% | 62 | 31 | 100.0% | $2,216 | 加仓 |
| DOX | AMDOCS LTD | $4,438 | 0.00% | 68 | 44 | 183.3% | $2,872 | 重新持有 |
| RBRK | RUBRIK INC. | $4,457 | 0.00% | 91 | 91 | — | $4,457 | 新建仓 |
| AEE | AMEREN CORP | $4,507 | 0.00% | 41 | 22 | 115.8% | $2,418 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $4,509 | 0.00% | 23 | 9 | 64.3% | $1,764 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $4,515 | 0.00% | 147 | 101 | 219.6% | $3,102 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $4,526 | 0.00% | 58 | 53 | 1,060.0% | $4,136 | 重新持有 |
| CCI | CROWN CASTLE INC | $4,554 | 0.00% | 56 | -38 | -40.4% | -$3,090 | 减仓 |
| BURL | BURLINGTON STORES INC | $4,556 | 0.00% | 14 | -3 | -17.6% | -$976 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $4,566 | 0.00% | 53 | 53 | — | $4,566 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $4,588 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $4,593 | 0.00% | 64 | 35 | 120.7% | $2,512 | 加仓 |
| ESS | ESSEX PPTY TR INC | $4,624 | 0.00% | 19 | 17 | 850.0% | $4,137 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $4,638 | 0.00% | 100 | 50 | 100.0% | $2,319 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $4,654 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $4,673 | 0.00% | 79 | 69 | 690.0% | $4,081 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $4,676 | 0.00% | 55 | 5 | 10.0% | $425 | 加仓 |
| INDA | ISHARES TR | $4,684 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $4,688 | 0.00% | 24 | 21 | 700.0% | $4,102 | 加仓 |
| HRB | BLOCK H & R INC | $4,698 | 0.00% | 148 | 142 | 2,366.7% | $4,508 | 重新持有 |
| TKR | TIMKEN CO | $4,727 | 0.00% | 47 | 17 | 56.7% | $1,710 | 加仓 |
| UGI | UGI CORP NEW | $4,772 | 0.00% | 131 | 67 | 104.7% | $2,441 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $4,790 | 0.00% | 29 | 17 | 141.7% | $2,808 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $4,802 | 0.00% | 63 | -1 | -1.6% | -$76 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $4,814 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD | $4,820 | 0.00% | 174 | 74 | 74.0% | $2,050 | 加仓 |
| VNT | VONTIER CORPORATION | $4,824 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $4,830 | 0.00% | 72 | 37 | 105.7% | $2,482 | 加仓 |
| DOCU | DOCUSIGN INC | $4,836 | 0.00% | 102 | 80 | 363.6% | $3,793 | 加仓 |
| AMP | AMERIPRISE FINL INC | $4,889 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $4,908 | 0.00% | 10 | 6 | 150.0% | $2,945 | 加仓 |
| IT | GARTNER INC | $4,909 | 0.00% | 31 | 25 | 416.7% | $3,959 | 加仓 |
| BWA | BORGWARNER INC | $4,938 | 0.00% | 91 | 47 | 106.8% | $2,550 | 加仓 |
| ATI | ATI INC | $4,946 | 0.00% | 34 | 34 | — | $4,946 | 新建仓 |
| CPAY | CORPAY INC | $4,947 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $4,947 | 0.00% | 108 | 14 | 14.9% | $641 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $4,972 | 0.00% | 29 | 14 | 93.3% | $2,400 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $4,995 | 0.00% | 105 | -200 | -65.6% | -$9,514 | 减仓 |
| S | SENTINELONE INC | $5,024 | 0.00% | 390 | 321 | 465.2% | $4,135 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $5,048 | 0.00% | 184 | 90 | 95.7% | $2,469 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $5,056 | 0.00% | 239 | 133 | 125.5% | $2,814 | 重新持有 |
| AMTM | AMENTUM HOLDINGS INC | $5,060 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $5,089 | 0.00% | 113 | 83 | 276.7% | $3,738 | 加仓 |
| CASY | CASEYS GEN STORES INC | $5,096 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $5,127 | 0.00% | 25 | 25 | — | $5,127 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $5,130 | 0.00% | 42 | 37 | 740.0% | $4,519 | 加仓 |
| WTFC | WINTRUST FINL CORP | $5,141 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $5,154 | 0.00% | 66 | -19 | -22.4% | -$1,484 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $5,158 | 0.00% | 86 | 42 | 95.5% | $2,519 | 加仓 |
| SLM | SLM CORP | $5,160 | 0.00% | 241 | -15 | -5.9% | -$321 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $5,174 | 0.00% | 159 | -20 | -11.2% | -$651 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $5,213 | 0.00% | 36 | -3 | -7.7% | -$434 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $5,221 | 0.00% | 141 | 141 | — | $5,221 | 新建仓 |
| FIVE | FIVE BELOW INC | $5,256 | 0.00% | 23 | 3 | 15.0% | $686 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $5,261 | 0.00% | 77 | 77 | — | $5,261 | 新建仓 |
| PTC | PTC INC | $5,273 | 0.00% | 37 | 8 | 27.6% | $1,140 | 加仓 |
| AGNC | AGNC INVT CORP | $5,276 | 0.00% | 526 | 293 | 125.8% | $2,939 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $5,315 | 0.00% | 79 | 36 | 83.7% | $2,422 | 加仓 |
| GGG | GRACO INC | $5,333 | 0.00% | 63 | 7 | 12.5% | $593 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $5,342 | 0.00% | 81 | 81 | — | $5,342 | 新建仓 |
| U | UNITY SOFTWARE INC | $5,354 | 0.00% | 244 | 58 | 31.2% | $1,273 | 加仓 |
| TPR | TAPESTRY INC | $5,363 | 0.00% | 38 | -11 | -22.4% | -$1,552 | 减仓 |
| HUBS | HUBSPOT INC | $5,371 | 0.00% | 22 | 10 | 83.3% | $2,441 | 加仓 |
| CLX | CLOROX CO DEL | $5,389 | 0.00% | 52 | 23 | 79.3% | $2,384 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $5,398 | 0.00% | 47 | 31 | 193.8% | $3,560 | 加仓 |
| ORI | OLD REP INTL CORP | $5,427 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $5,439 | 0.00% | 29 | 23 | 383.3% | $4,314 | 加仓 |