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 |
|---|---|---|---|---|---|---|---|---|
| VAL | VALARIS LTD | $7,353 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $7,373 | 0.00% | 256 | 178 | 228.2% | $5,127 | 加仓 |
| ATO | ATMOS ENERGY CORP | $7,389 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $7,395 | 0.00% | 98 | -39 | -28.5% | -$2,943 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $7,397 | 0.00% | 113 | 36 | 46.8% | $2,357 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $7,403 | 0.00% | 54 | 18 | 50.0% | $2,468 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $7,448 | 0.00% | 93 | 8 | 9.4% | $641 | 加仓 |
| DBEF | DBX ETF TR | $7,452 | 0.00% | 151 | -25 | -14.2% | -$1,234 | 减仓 |
| PVH | PVH CORPORATION | $7,465 | 0.00% | 107 | 93 | 664.3% | $6,488 | 加仓 |
| BP | BP PLC | $7,486 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $7,523 | 0.00% | 26 | 8 | 44.4% | $2,315 | 加仓 |
| MP | MP MATERIALS CORP | $7,529 | 0.00% | 156 | 53 | 51.5% | $2,558 | 加仓 |
| AYI | ACUITY INC | $7,566 | 0.00% | 27 | 22 | 440.0% | $6,165 | 加仓 |
| KVUE | KENVUE INC | $7,569 | 0.00% | 439 | 220 | 100.5% | $3,793 | 加仓 |
| VMC | VULCAN MATLS CO | $7,625 | 0.00% | 28 | -9 | -24.3% | -$2,451 | 减仓 |
| LEA | LEAR CORP | $7,629 | 0.00% | 63 | 42 | 200.0% | $5,086 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $7,656 | 0.00% | 50 | 38 | 316.7% | $5,819 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $7,678 | 0.00% | 54 | 48 | 800.0% | $6,825 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $7,744 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $7,785 | 0.00% | 46 | 20 | 76.9% | $3,385 | 加仓 |
| NTRA | NATERA INC | $7,800 | 0.00% | 39 | -13 | -25.0% | -$2,600 | 减仓 |
| COWZ | PACER FDS TR | $7,820 | 0.00% | 125 | -13 | -9.4% | -$813 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $7,894 | 0.00% | 412 | 412 | — | $7,894 | 新建仓 |
| EEMV | ISHARES INC | $7,978 | 0.00% | 123 | -1,484 | -92.3% | -$9.63万 | 减仓 |
| R | RYDER SYS INC | $7,984 | 0.00% | 39 | 30 | 333.3% | $6,142 | 加仓 |
| TER | TERADYNE INC | $8,005 | 0.00% | 27 | 20 | 285.7% | $5,930 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $8,021 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $8,044 | 0.00% | 25 | 6 | 31.6% | $1,931 | 加仓 |
| PBF | PBF ENERGY INC | $8,048 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $8,063 | 0.00% | 39 | 9 | 30.0% | $1,861 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $8,098 | 0.00% | 41 | 18 | 78.3% | $3,555 | 加仓 |
| GRMN | GARMIN LTD | $8,121 | 0.00% | 35 | 10 | 40.0% | $2,320 | 加仓 |
| MKC | MCCORMICK & CO INC | $8,122 | 0.00% | 161 | -178 | -52.5% | -$8,980 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $8,140 | 0.00% | 152 | 125 | 463.0% | $6,694 | 加仓 |
| NI | NISOURCE INC | $8,213 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $8,226 | 0.00% | 55 | 34 | 161.9% | $5,085 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $8,302 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $8,306 | 0.00% | 37 | -2 | -5.1% | -$449 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $8,307 | 0.00% | 89 | 13 | 17.1% | $1,213 | 加仓 |
| PCAR | PACCAR INC | $8,316 | 0.00% | 72 | 33 | 84.6% | $3,812 | 加仓 |
| HUM | HUMANA INC | $8,339 | 0.00% | 48 | 4 | 9.1% | $695 | 加仓 |
| KRC | KILROY REALTY CORP | $8,345 | 0.00% | 291 | 251 | 627.5% | $7,198 | 加仓 |
| DHI | D R HORTON INC | $8,371 | 0.00% | 61 | 29 | 90.6% | $3,980 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $8,371 | 0.00% | 41 | 38 | 1,266.7% | $7,758 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $8,389 | 0.00% | 129 | 94 | 268.6% | $6,113 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $8,393 | 0.00% | 64 | 50 | 357.1% | $6,557 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $8,400 | 0.00% | 56 | 8 | 16.7% | $1,200 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $8,412 | 0.00% | 47 | 19 | 67.9% | $3,401 | 加仓 |
| TFC | TRUIST FINL CORP | $8,413 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $8,436 | 0.00% | 50 | 33 | 194.1% | $5,568 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $8,457 | 0.00% | 119 | 94 | 376.0% | $6,680 | 加仓 |
| SJM | SMUCKER J M CO | $8,520 | 0.00% | 88 | -55 | -38.5% | -$5,325 | 减仓 |
| FAST | FASTENAL CO | $8,538 | 0.00% | 184 | 59 | 47.2% | $2,738 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $8,576 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $8,707 | 0.00% | 272 | 152 | 126.7% | $4,866 | 加仓 |
| JNK | SPDR SERIES TRUST | $8,711 | 0.00% | 91 | -8 | -8.1% | -$766 | 减仓 |
| AON | AON PLC | $8,716 | 0.00% | 27 | 6 | 28.6% | $1,937 | 加仓 |
| ETR | ENTERGY CORP NEW | $8,765 | 0.00% | 78 | 6 | 8.3% | $674 | 加仓 |
| DG | DOLLAR GEN CORP | $8,787 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $8,820 | 0.00% | 49 | 13 | 36.1% | $2,340 | 加仓 |
| ADSK | AUTODESK INC | $8,858 | 0.00% | 37 | -58 | -61.1% | -$1.39万 | 减仓 |
| AZN | ASTRAZENECA PLC | $8,875 | 0.00% | 45 | 45 | — | $8,875 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $8,897 | 0.00% | 158 | 85 | 116.4% | $4,786 | 加仓 |
| OVV | OVINTIV INC | $8,904 | 0.00% | 150 | 150 | — | $8,904 | 新建仓 |
| VTR | VENTAS INC | $8,915 | 0.00% | 109 | 27 | 32.9% | $2,208 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $8,954 | 0.00% | 48 | -13 | -21.3% | -$2,425 | 减仓 |
| EPR | EPR PPTYS | $9,043 | 0.00% | 181 | 159 | 722.7% | $7,944 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $9,075 | 0.00% | 344 | 82 | 31.3% | $2,163 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $9,097 | 0.00% | 42 | 22 | 110.0% | $4,765 | 加仓 |
| APA | APA CORPORATION | $9,125 | 0.00% | 215 | 75 | 53.6% | $3,183 | 加仓 |
| THG | HANOVER INS GROUP INC | $9,188 | 0.00% | 53 | 28 | 112.0% | $4,854 | 加仓 |
| ACHR | ARCHER AVIATION INC | $9,265 | 0.01% | 1,792 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $9,282 | 0.01% | 251 | 235 | 1,468.8% | $8,690 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $9,299 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $9,317 | 0.01% | 96 | 7 | 7.9% | $679 | 加仓 |
| GL | GLOBE LIFE INC | $9,325 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $9,345 | 0.01% | 74 | 21 | 39.6% | $2,652 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $9,388 | 0.01% | 218 | 113 | 107.6% | $4,866 | 加仓 |
| GM | GENERAL MTRS CO | $9,462 | 0.01% | 127 | -25 | -16.4% | -$1,863 | 减仓 |
| NDSN | NORDSON CORP | $9,567 | 0.01% | 36 | 2 | 5.9% | $532 | 加仓 |
| LH | LABCORP HOLDINGS INC | $9,606 | 0.01% | 36 | 4 | 12.5% | $1,067 | 加仓 |
| AXON | AXON ENTERPRISE INC | $9,768 | 0.01% | 23 | 2 | 9.5% | $849 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $9,791 | 0.01% | 102 | -1 | -1.0% | -$96 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $9,957 | 0.01% | 123 | 1 | 0.8% | $81 | 加仓 |
| SLB | SLB LIMITED | $9,970 | 0.01% | 194 | 73 | 60.3% | $3,752 | 加仓 |
| DOW | DOW HLDGS INC | $9,997 | 0.01% | 240 | -65 | -21.3% | -$2,708 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.00万 | 0.01% | 43 | -1 | -2.3% | -$233 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1.01万 | 0.01% | 612 | 403 | 192.8% | $6,622 | 加仓 |
| — | WEBSTER FINL CORP | $1.01万 | 0.01% | 146 | 36 | 32.7% | $2,499 | 加仓 |
| O | REALTY INCOME CORP | $1.02万 | 0.01% | 166 | 125 | 304.9% | $7,648 | 加仓 |
| BXP | BXP INC | $1.02万 | 0.01% | 194 | 130 | 203.1% | $6,808 | 加仓 |
| GIS | GENERAL MILLS INC | $1.02万 | 0.01% | 274 | 13 | 5.0% | $484 | 加仓 |
| NNE | NANO NUCLEAR ENERGY INC | $1.02万 | 0.01% | 500 | 500 | — | $1.02万 | 新建仓 |
| ARKW | ARK ETF TR | $1.03万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $1.03万 | 0.01% | 547 | 498 | 1,016.3% | $9,368 | 加仓 |
| IQV | IQVIA HLDGS INC | $1.03万 | 0.01% | 80 | -1 | -1.2% | -$129 | 减仓 |
| TXG | 10X GENOMICS INC | $1.04万 | 0.01% | 488 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $1.04万 | 0.01% | 310 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC | $1.04万 | 0.01% | 169 | 64 | 61.0% | $3,944 | 加仓 |
| TRMB | TRIMBLE INC | $1.06万 | 0.01% | 162 | 99 | 157.1% | $6,458 | 加仓 |