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 |
|---|---|---|---|---|---|---|---|---|
| HRTG | HERITAGE INSURANCE HLDGS INC | $1,983 | 0.00% | 76 | 76 | — | $1,983 | 新建仓 |
| LYFT | LYFT INC | $1,987 | 0.00% | 136 | 11 | 8.8% | $161 | 加仓 |
| — | LEGGETT & PLATT INC | $1,995 | 0.00% | 170 | -71 | -29.5% | -$833 | 减仓 |
| UTL | UNITIL CORP | $2,003 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $2,004 | 0.00% | 14 | 14 | — | $2,004 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $2,005 | 0.00% | 28 | -52 | -65.0% | -$3,724 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $2,061 | 0.00% | 25 | 25 | — | $2,061 | 新建仓 |
| REG | REGENCY CTRS CORP | $2,074 | 0.00% | 26 | 1 | 4.0% | $80 | 加仓 |
| YETI | YETI HLDGS INC | $2,082 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $2,085 | 0.00% | 27 | 2 | 8.0% | $154 | 加仓 |
| SF | STIFEL FINL CORP | $2,094 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $2,109 | 0.00% | 60 | -24 | -28.6% | -$844 | 减仓 |
| ETSY | ETSY INC | $2,110 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORPORATION | $2,127 | 0.00% | 87 | 87 | — | $2,127 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2,142 | 0.00% | 14 | 14 | — | $2,142 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $2,150 | 0.00% | 43 | 7 | 19.4% | $350 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $2,174 | 0.00% | 32 | -47 | -59.5% | -$3,193 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $2,192 | 0.00% | 16 | 9 | 128.6% | $1,233 | 加仓 |
| AUR | AURORA INNOVATION INC | $2,197 | 0.00% | 322 | 322 | — | $2,197 | 新建仓 |
| MMS | MAXIMUS INC | $2,312 | 0.00% | 43 | 43 | — | $2,312 | 新建仓 |
| GBCI | GLACIER BANCORP INC NEW | $2,322 | 0.00% | 45 | -2 | -4.3% | -$103 | 减仓 |
| WY | WEYERHAEUSER CO | $2,347 | 0.00% | 98 | -77 | -44.0% | -$1,844 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $2,358 | 0.00% | 50 | -50 | -50.0% | -$2,358 | 减仓 |
| SUI | SUN CMNTYS INC | $2,399 | 0.00% | 20 | 4 | 25.0% | $480 | 加仓 |
| WPC | WP CAREY INC | $2,431 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC | $2,445 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IVES | WEDBUSH SER TR | $2,459 | 0.00% | 65 | 65 | — | $2,459 | 新建仓 |
| PII | POLARIS INC | $2,464 | 0.00% | 36 | 2 | 5.9% | $137 | 加仓 |
| SHC | SOTERA HEALTH CO | $2,485 | 0.00% | 140 | 42 | 42.9% | $746 | 加仓 |
| AOS | SMITH A O CORP | $2,509 | 0.00% | 40 | 40 | — | $2,509 | 新建仓 |
| PINS | PINTEREST INC | $2,524 | 0.00% | 120 | -209 | -63.5% | -$4,396 | 减仓 |
| UPWK | UPWORK INC | $2,534 | 0.00% | 303 | 303 | — | $2,534 | 新建仓 |
| VFC | V F CORP | $2,536 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| KROS | KEROS THERAPEUTICS INC | $2,611 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2,618 | 0.00% | 124 | 17 | 15.9% | $359 | 加仓 |
| ESS | ESSEX PPTY TR INC | $2,646 | 0.00% | 9 | -10 | -52.6% | -$2,940 | 减仓 |
| DUOL | DUOLINGO INC | $2,646 | 0.00% | 23 | 23 | — | $2,646 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $2,648 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $2,674 | 0.00% | 73 | 2 | 2.8% | $73 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $2,697 | 0.00% | 11 | 1 | 10.0% | $245 | 加仓 |
| AEE | AMEREN CORP | $2,713 | 0.00% | 24 | -17 | -41.5% | -$1,922 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $2,713 | 0.00% | 33 | 2 | 6.5% | $164 | 加仓 |
| WYNN | WYNN RESORTS LTD | $2,719 | 0.00% | 28 | 22 | 366.7% | $2,136 | 加仓 |
| AGNC | AGNC INVT CORP | $2,758 | 0.00% | 253 | -273 | -51.9% | -$2,976 | 减仓 |
| CE | CELANESE CORP DEL | $2,760 | 0.00% | 60 | 3 | 5.3% | $138 | 加仓 |
| NEO | NEOGENOMICS INC | $2,773 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP | $2,778 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ICUI | ICU MED INC | $2,786 | 0.00% | 19 | -6 | -24.0% | -$880 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $2,791 | 0.00% | 31 | -36 | -53.7% | -$3,241 | 减仓 |
| — | QORVO INC | $2,799 | 0.00% | 30 | 21 | 233.3% | $1,959 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $2,817 | 0.00% | 10 | -6 | -37.5% | -$1,690 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $2,821 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $2,844 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2,846 | 0.00% | 164 | 23 | 16.3% | $399 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $2,862 | 0.00% | 327 | 83 | 34.0% | $726 | 加仓 |
| TTD | THE TRADE DESK INC | $2,875 | 0.00% | 159 | 106 | 200.0% | $1,917 | 加仓 |
| WHR | WHIRLPOOL CORP | $2,878 | 0.00% | 73 | 36 | 97.3% | $1,419 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $2,888 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $2,898 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $2,909 | 0.00% | 51 | 51 | — | $2,909 | 新建仓 |
| TFX | TELEFLEX INCORPORATED | $2,916 | 0.00% | 23 | -10 | -30.3% | -$1,268 | 重新持有 |
| NOVT | NOVANTA INC | $2,921 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $2,940 | 0.00% | 187 | -52 | -21.8% | -$818 | 减仓 |
| IEX | IDEX CORP | $2,951 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $2,954 | 0.00% | 11 | 1 | 10.0% | $269 | 加仓 |
| CNO | CNO FINL GROUP INC | $2,957 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $2,983 | 0.00% | 4 | 2 | 100.0% | $1,492 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $3,016 | 0.00% | 37 | 1 | 2.8% | $82 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $3,020 | 0.00% | 15 | 4 | 36.4% | $805 | 加仓 |
| TPG | TPG INC | $3,042 | 0.00% | 75 | 75 | — | $3,042 | 新建仓 |
| TXNM | TXNM ENERGY INC | $3,067 | 0.00% | 54 | 54 | — | $3,067 | 新建仓 |
| BBY | BEST BUY INC | $3,071 | 0.00% | 40 | -28 | -41.2% | -$2,150 | 减仓 |
| CNX | CNX RES CORP | $3,122 | 0.00% | 92 | 4 | 4.5% | $136 | 加仓 |
| ORN | ORION GROUP HLDGS INC | $3,146 | 0.00% | 187 | 187 | — | $3,146 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $3,154 | 0.00% | 19 | 3 | 18.8% | $498 | 加仓 |
| SLGN | SILGAN HLDGS INC | $3,155 | 0.00% | 68 | 68 | — | $3,155 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $3,158 | 0.00% | 24 | 8 | 50.0% | $1,053 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $3,169 | 0.00% | 10 | -9 | -47.4% | -$2,852 | 减仓 |
| TRMB | TRIMBLE INC | $3,225 | 0.00% | 63 | -99 | -61.1% | -$5,068 | 减仓 |
| MUSA | MURPHY USA INC | $3,234 | 0.00% | 6 | 6 | — | $3,234 | 新建仓 |
| DOCS | DOXIMITY INC | $3,236 | 0.00% | 156 | 105 | 205.9% | $2,178 | 加仓 |
| FTV | FORTIVE CORP | $3,237 | 0.00% | 53 | 26 | 96.3% | $1,588 | 加仓 |
| ZS | ZSCALER INC | $3,247 | 0.00% | 23 | 11 | 91.7% | $1,553 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $3,285 | 0.00% | 142 | 32 | 29.1% | $740 | 加仓 |
| PATH | UIPATH INC | $3,294 | 0.00% | 303 | 63 | 26.2% | $685 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $3,295 | 0.00% | 86 | 29 | 50.9% | $1,111 | 加仓 |
| SMMV | ISHARES TR | $3,308 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO | $3,357 | 0.00% | 14 | 9 | 180.0% | $2,158 | 重新持有 |
| VIRT | VIRTU FINL INC | $3,396 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $3,403 | 0.00% | 45 | -18 | -28.6% | -$1,361 | 减仓 |
| CC | CHEMOURS CO | $3,407 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| ARKX | ARK ETF TR | $3,412 | 0.00% | 100 | 100 | — | $3,412 | 新建仓 |
| VVV | VALVOLINE INC | $3,440 | 0.00% | 87 | 17 | 24.3% | $672 | 重新持有 |
| DAR | DARLING INGREDIENTS INC | $3,442 | 0.00% | 63 | 5 | 8.6% | $273 | 加仓 |
| TOL | TOLL BROTHERS INC | $3,460 | 0.00% | 21 | -21 | -50.0% | -$3,460 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $3,460 | 0.00% | 45 | 45 | — | $3,460 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $3,499 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $3,502 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC | $3,511 | 0.00% | 48 | -31 | -39.2% | -$2,268 | 减仓 |
| AVY | AVERY DENNISON CORP | $3,572 | 0.00% | 22 | -10 | -31.2% | -$1,624 | 减仓 |