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 |
|---|---|---|---|---|---|---|---|---|
| WSO | WATSCO INC | $5,457 | 0.00% | 15 | 13 | 650.0% | $4,729 | 加仓 |
| FLR | FLUOR CORP | $5,459 | 0.00% | 117 | 56 | 91.8% | $2,613 | 加仓 |
| BG | BUNGE GLOBAL SA | $5,470 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $5,492 | 0.00% | 221 | 67 | 43.5% | $1,665 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $5,505 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $5,513 | 0.00% | 221 | 174 | 370.2% | $4,341 | 加仓 |
| FSLR | FIRST SOLAR INC | $5,524 | 0.00% | 28 | -2 | -6.7% | -$395 | 减仓 |
| AVY | AVERY DENNISON CORP | $5,526 | 0.00% | 32 | 5 | 18.5% | $863 | 加仓 |
| AVNT | AVIENT CORPORATION | $5,549 | 0.00% | 152 | 113 | 289.7% | $4,125 | 加仓 |
| CALF | PACER FDS TR | $5,564 | 0.00% | 124 | -13 | -9.5% | -$583 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $5,648 | 0.00% | 19 | 13 | 216.7% | $3,864 | 加仓 |
| KMPR | KEMPER CORP | $5,654 | 0.00% | 185 | 171 | 1,221.4% | $5,226 | 加仓 |
| P | EVERPURE INC | $5,668 | 0.00% | 96 | 27 | 39.1% | $1,594 | 加仓 |
| DTE | DTE ENERGY CO | $5,709 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $5,732 | 0.00% | 42 | 23 | 121.1% | $3,139 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $5,736 | 0.00% | 54 | 31 | 134.8% | $3,293 | 加仓 |
| WEN | WENDYS CO | $5,748 | 0.00% | 827 | 575 | 228.2% | $3,996 | 加仓 |
| DBX | DROPBOX INC | $5,794 | 0.00% | 255 | 255 | — | $5,794 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $5,813 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $5,875 | 0.00% | 46 | 32 | 228.6% | $4,087 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $5,885 | 0.00% | 151 | 39 | 34.8% | $1,520 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $5,913 | 0.00% | 15 | 15 | — | $5,913 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $5,955 | 0.00% | 599 | 599 | — | $5,955 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $5,959 | 0.00% | 161 | 18 | 12.6% | $666 | 加仓 |
| L | LOEWS CORP | $5,978 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $6,001 | 0.00% | 51 | 18 | 54.5% | $2,118 | 加仓 |
| AME | AMETEK INC | $6,003 | 0.00% | 28 | 16 | 133.3% | $3,430 | 加仓 |
| NIO | NIO INC | $6,030 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $6,034 | 0.00% | 329 | 305 | 1,270.8% | $5,594 | 加仓 |
| TWLO | TWILIO INC | $6,040 | 0.00% | 48 | 5 | 11.6% | $629 | 加仓 |
| — | HOLOGIC INC | $6,048 | 0.00% | 80 | 8 | 11.1% | $605 | 加仓 |
| RBLX | ROBLOX CORP | $6,052 | 0.00% | 107 | -15 | -12.3% | -$848 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $6,052 | 0.00% | 129 | 45 | 53.6% | $2,111 | 加仓 |
| BX | BLACKSTONE INC | $6,095 | 0.00% | 53 | -48 | -47.5% | -$5,520 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $6,122 | 0.00% | 67 | 36 | 116.1% | $3,289 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $6,133 | 0.00% | 74 | 22 | 42.3% | $1,823 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $6,143 | 0.00% | 114 | 46 | 67.6% | $2,479 | 加仓 |
| DVA | DAVITA INC | $6,148 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $6,167 | 0.00% | 80 | 28 | 53.8% | $2,158 | 加仓 |
| EL | LAUDER ESTEE COS INC | $6,173 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $6,184 | 0.00% | 22 | 14 | 175.0% | $3,935 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $6,198 | 0.00% | 395 | 192 | 94.6% | $3,013 | 加仓 |
| ENTG | ENTEGRIS INC | $6,214 | 0.00% | 53 | 38 | 253.3% | $4,455 | 加仓 |
| XPO | XPO INC | $6,226 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $6,229 | 0.00% | 657 | 490 | 293.4% | $4,646 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $6,240 | 0.00% | 56 | -41 | -42.3% | -$4,569 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $6,253 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $6,255 | 0.00% | 77 | 31 | 67.4% | $2,518 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $6,259 | 0.00% | 275 | 108 | 64.7% | $2,458 | 加仓 |
| OC | OWENS CORNING NEW | $6,281 | 0.00% | 58 | 32 | 123.1% | $3,465 | 加仓 |
| WLK | WESTLAKE CORPORATION | $6,309 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINL CORP | $6,337 | 0.00% | 138 | 120 | 666.7% | $5,510 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $6,366 | 0.00% | 331 | 218 | 192.9% | $4,193 | 加仓 |
| PEGA | PEGASYSTEMS INC | $6,384 | 0.00% | 150 | 150 | — | $6,384 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $6,441 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $6,448 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $6,530 | 0.00% | 149 | 128 | 609.5% | $5,610 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $6,533 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $6,552 | 0.00% | 87 | 77 | 770.0% | $5,799 | 加仓 |
| GEF | GREIF INC | $6,640 | 0.00% | 99 | 66 | 200.0% | $4,427 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $6,686 | 0.00% | 421 | 168 | 66.4% | $2,668 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $6,691 | 0.00% | 32 | 1 | 3.2% | $209 | 加仓 |
| AES | AES CORP | $6,693 | 0.00% | 475 | 264 | 125.1% | $3,720 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $6,696 | 0.00% | 29 | 4 | 16.0% | $924 | 加仓 |
| RRC | RANGE RES CORP | $6,732 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $6,742 | 0.00% | 57 | 40 | 235.3% | $4,731 | 加仓 |
| J | JACOBS SOLUTIONS INC | $6,746 | 0.00% | 53 | 15 | 39.5% | $1,909 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $6,760 | 0.00% | 93 | 32 | 52.5% | $2,326 | 加仓 |
| CAH | CARDINAL HEALTH INC | $6,762 | 0.00% | 32 | 4 | 14.3% | $845 | 加仓 |
| SON | SONOCO PRODS CO | $6,762 | 0.00% | 125 | 109 | 681.2% | $5,896 | 加仓 |
| NVO | NOVO-NORDISK A S | $6,763 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $6,809 | 0.00% | 267 | 149 | 126.3% | $3,800 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $6,824 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $6,868 | 0.00% | 42 | 14 | 50.0% | $2,289 | 加仓 |
| BKH | BLACK HILLS CORP | $6,872 | 0.00% | 99 | 89 | 890.0% | $6,178 | 加仓 |
| LKQ | LKQ CORP | $6,873 | 0.00% | 234 | 159 | 212.0% | $4,670 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $6,952 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $6,987 | 0.00% | 136 | 15 | 12.4% | $771 | 加仓 |
| CSL | CARLISLE COS INC | $7,007 | 0.00% | 21 | 7 | 50.0% | $2,336 | 加仓 |
| MSCI | MSCI INC | $7,008 | 0.00% | 13 | 2 | 18.2% | $1,078 | 加仓 |
| CF | CF INDUSTRIES HOLD | $7,012 | 0.00% | 54 | 20 | 58.8% | $2,597 | 加仓 |
| THO | THOR INDS INC | $7,031 | 0.00% | 88 | 28 | 46.7% | $2,237 | 加仓 |
| CMS | CMS ENERGY CORP | $7,060 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $7,062 | 0.00% | 314 | 229 | 269.4% | $5,150 | 加仓 |
| PHM | PULTE GROUP INC | $7,065 | 0.00% | 60 | 55 | 1,100.0% | $6,476 | 加仓 |
| FOXA | FOX CORP | $7,067 | 0.00% | 121 | 29 | 31.5% | $1,694 | 加仓 |
| VTRS | VIATRIS INC | $7,080 | 0.00% | 524 | -155 | -22.8% | -$2,094 | 减仓 |
| MHK | MOHAWK INDS INC | $7,090 | 0.00% | 72 | 72 | — | $7,090 | 新建仓 |
| CCL | CARNIVAL CORP | $7,092 | 0.00% | 274 | 162 | 144.6% | $4,193 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $7,112 | 0.00% | 45 | 18 | 66.7% | $2,845 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $7,114 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $7,125 | 0.00% | 33 | 24 | 266.7% | $5,182 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $7,140 | 0.00% | 124 | 124 | — | $7,140 | 新建仓 |
| PNR | PENTAIR PLC | $7,144 | 0.00% | 82 | 7 | 9.3% | $610 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $7,178 | 0.00% | 117 | -62 | -34.6% | -$3,804 | 减仓 |
| CINF | CINCINNATI FINL CORP | $7,239 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $7,266 | 0.00% | 115 | 115 | — | $7,266 | 新建仓 |
| FN | FABRINET | $7,302 | 0.00% | 14 | 1 | 7.7% | $522 | 加仓 |
| ALC | ALCON AG | $7,324 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $7,336 | 0.00% | 262 | 254 | 3,175.0% | $7,112 | 加仓 |