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 |
|---|---|---|---|---|---|---|---|---|
| ADAM | ADAMAS TRUST INC. | $3,602 | 0.00% | 384 | 384 | — | $3,602 | 新建仓 |
| CDE | COEUR MNG INC | $3,640 | 0.00% | 223 | 223 | — | $3,640 | 新建仓 |
| ALLE | ALLEGION PLC | $3,653 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $3,660 | 0.00% | 14 | 5 | 55.6% | $1,307 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $3,660 | 0.00% | 110 | 17 | 18.3% | $566 | 加仓 |
| UMBF | UMB FINL CORP | $3,712 | 0.00% | 26 | 5 | 23.8% | $714 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $3,727 | 0.00% | 47 | 2 | 4.4% | $159 | 加仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $3,731 | 0.00% | 26 | 26 | — | $3,731 | 新建仓 |
| LINE | LINEAGE INC | $3,763 | 0.00% | 87 | 87 | — | $3,763 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $3,771 | 0.00% | 30 | -2 | -6.2% | -$251 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $3,772 | 0.00% | 61 | 61 | — | $3,772 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $3,784 | 0.00% | 129 | -58 | -31.0% | -$1,701 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $3,797 | 0.00% | 38 | 38 | — | $3,797 | 新建仓 |
| GEF | GREIF INC | $3,799 | 0.00% | 51 | -48 | -48.5% | -$3,576 | 减仓 |
| DGS | WISDOMTREE TR | $3,818 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $3,836 | 0.00% | 32 | 8 | 33.3% | $959 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $3,849 | 0.00% | 55 | 6 | 12.2% | $420 | 加仓 |
| MKL | MARKEL GROUP INC | $3,907 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FRHC | FREEDOM HOLDING CORP | $3,915 | 0.00% | 30 | 30 | — | $3,915 | 新建仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $3,939 | 0.00% | 229 | 229 | — | $3,939 | 新建仓 |
| INGR | INGREDION INC | $3,978 | 0.00% | 42 | 25 | 147.1% | $2,368 | 加仓 |
| PEGA | PEGASYSTEMS INC | $3,987 | 0.00% | 133 | -17 | -11.3% | -$510 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $4,010 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION | $4,015 | 0.00% | 55 | 1 | 1.9% | $73 | 加仓 |
| — | FLEXSHARES TR | $4,018 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| VREX | VAREX IMAGING CORP | $4,037 | 0.00% | 387 | 387 | — | $4,037 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $4,042 | 0.00% | 160 | 80 | 100.0% | $2,021 | 加仓 |
| DY | DYCOM INDS INC | $4,045 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $4,056 | 0.00% | 524 | 524 | — | $4,056 | 新建仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $4,075 | 0.00% | 57 | 44 | 338.5% | $3,146 | 加仓 |
| RBRK | RUBRIK INC. | $4,095 | 0.00% | 51 | -40 | -44.0% | -$3,212 | 减仓 |
| DRS | LEONARDO DRS INC | $4,097 | 0.00% | 96 | 96 | — | $4,097 | 新建仓 |
| KVUE | KENVUE INC | $4,109 | 0.00% | 215 | -224 | -51.0% | -$4,281 | 减仓 |
| CF | CF INDUSTRIES HOLD | $4,114 | 0.00% | 38 | -16 | -29.6% | -$1,732 | 减仓 |
| PNR | PENTAIR PLC | $4,140 | 0.00% | 54 | -28 | -34.1% | -$2,147 | 减仓 |
| NOK | NOKIA CORP | $4,144 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD | $4,147 | 0.00% | 2 | 2 | — | $4,147 | 新建仓 |
| VC | VISTEON CORP | $4,167 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $4,170 | 0.00% | 9 | 7 | 350.0% | $3,243 | 加仓 |
| BSY | BENTLEY SYS INC | $4,185 | 0.00% | 140 | 121 | 636.8% | $3,617 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $4,193 | 0.00% | 79 | -197 | -71.4% | -$1.05万 | 减仓 |
| EFG | ISHARES TR | $4,212 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $4,212 | 0.00% | 10 | 1 | 11.1% | $421 | 加仓 |
| MATX | MATSON INC | $4,230 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $4,274 | 0.00% | 23 | 17 | 283.3% | $3,159 | 加仓 |
| INCY | INCYTE CORP | $4,308 | 0.00% | 38 | 10 | 35.7% | $1,134 | 加仓 |
| FDS | FACTSET RESH SYS INC | $4,372 | 0.00% | 19 | -1 | -5.0% | -$230 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $4,390 | 0.00% | 34 | 11 | 47.8% | $1,420 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $4,396 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $4,431 | 0.00% | 249 | -146 | -37.0% | -$2,598 | 减仓 |
| ELF | E L F BEAUTY INC | $4,440 | 0.00% | 60 | 22 | 57.9% | $1,628 | 加仓 |
| FLS | FLOWSERVE CORP | $4,456 | 0.00% | 60 | 23 | 62.2% | $1,708 | 加仓 |
| SEB | SEABOARD CORP DEL | $4,465 | 0.00% | 1 | 1 | — | $4,465 | 新建仓 |
| ATR | APTARGROUP INC | $4,508 | 0.00% | 36 | 2 | 5.9% | $250 | 加仓 |
| BRKR | BRUKER CORP | $4,512 | 0.00% | 75 | 75 | — | $4,512 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $4,529 | 0.00% | 24 | 10 | 71.4% | $1,887 | 加仓 |
| KSS | KOHLS CORP | $4,537 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| MZTI | MARZETTI COMPANY | $4,567 | 0.00% | 40 | 40 | — | $4,567 | 新建仓 |
| AVTR | AVANTOR INC | $4,584 | 0.00% | 463 | 385 | 493.6% | $3,812 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $4,588 | 0.00% | 26 | 2 | 8.3% | $353 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $4,590 | 0.00% | 21 | 11 | 110.0% | $2,404 | 加仓 |
| OMC | OMNICOM GROUP INC | $4,603 | 0.00% | 63 | -35 | -35.7% | -$2,557 | 减仓 |
| SSD | SIMPSON MFG INC | $4,606 | 0.00% | 22 | 18 | 450.0% | $3,769 | 加仓 |
| GAP | GAP INC | $4,614 | 0.00% | 247 | 247 | — | $4,614 | 新建仓 |
| IT | GARTNER INC | $4,667 | 0.00% | 36 | 5 | 16.1% | $648 | 加仓 |
| HQY | HEALTHEQUITY INC | $4,697 | 0.00% | 52 | 1 | 2.0% | $90 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $4,710 | 0.00% | 46 | 46 | — | $4,710 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $4,739 | 0.00% | 62 | 4 | 6.9% | $306 | 加仓 |
| NEU | NEWMARKET CORP | $4,766 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $4,770 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $4,788 | 0.00% | 117 | -19 | -14.0% | -$778 | 减仓 |
| ULS | UL SOLUTIONS INC | $4,788 | 0.00% | 47 | 47 | — | $4,788 | 新建仓 |
| GNTX | GENTEX CORP | $4,802 | 0.00% | 190 | 11 | 6.1% | $278 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $4,814 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $4,839 | 0.00% | 57 | 20 | 54.1% | $1,698 | 重新持有 |
| HALO | HALOZYME THERAPEUTICS INC | $4,854 | 0.00% | 62 | 62 | — | $4,854 | 新建仓 |
| DTM | DT MIDSTREAM INC | $4,864 | 0.00% | 33 | 23 | 230.0% | $3,390 | 加仓 |
| W | WAYFAIR INC | $4,899 | 0.00% | 53 | 8 | 17.8% | $739 | 加仓 |
| BG | BUNGE GLOBAL SA | $4,910 | 0.00% | 46 | 3 | 7.0% | $320 | 加仓 |
| INDA | ISHARES TR | $4,939 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $4,946 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $4,960 | 0.00% | 48 | -7 | -12.7% | -$723 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $4,969 | 0.00% | 45 | 3 | 7.1% | $331 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $5,028 | 0.00% | 145 | 145 | — | $5,028 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $5,047 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $5,057 | 0.00% | 27 | 27 | — | $5,057 | 新建仓 |
| NIO | NIO INC | $5,060 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $5,061 | 0.00% | 143 | 19 | 15.3% | $672 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5,080 | 0.00% | 119 | -129 | -52.0% | -$5,507 | 减仓 |
| RAL | RALLIANT CORP | $5,081 | 0.00% | 69 | 11 | 19.0% | $810 | 加仓 |
| IR | INGERSOLL RAND INC | $5,084 | 0.00% | 62 | -80 | -56.3% | -$6,560 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $5,084 | 0.00% | 43 | -4 | -8.5% | -$473 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $5,110 | 0.00% | 107 | 8 | 8.1% | $382 | 加仓 |
| KD | KYNDRYL HLDGS INC | $5,136 | 0.00% | 454 | 260 | 134.0% | $2,941 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $5,144 | 0.00% | 58 | -5 | -7.9% | -$443 | 减仓 |
| HXL | HEXCEL CORP NEW | $5,204 | 0.00% | 52 | 7 | 15.6% | $701 | 加仓 |
| RDDT | REDDIT INC | $5,208 | 0.00% | 30 | 26 | 650.0% | $4,514 | 加仓 |
| RL | RALPH LAUREN CORP | $5,224 | 0.00% | 13 | 1 | 8.3% | $402 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $5,224 | 0.00% | 13 | 1 | 8.3% | $402 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $5,237 | 0.00% | 28 | 16 | 133.3% | $2,993 | 加仓 |