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 |
|---|---|---|---|---|---|---|---|---|
| VLTO | VERALTO CORP | $1.07万 | 0.01% | 121 | 51 | 72.9% | $4,516 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1.07万 | 0.01% | 237 | 12 | 5.3% | $543 | 加仓 |
| IRM | IRON MTN INC DEL | $1.07万 | 0.01% | 105 | 7 | 7.1% | $715 | 加仓 |
| MRNA | MODERNA INC | $1.09万 | 0.01% | 214 | -96 | -31.0% | -$4,877 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1.09万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $1.09万 | 0.01% | 96 | 21 | 28.0% | $2,389 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $1.10万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1.10万 | 0.01% | 122 | 7 | 6.1% | $631 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $1.10万 | 0.01% | 514 | 514 | — | $1.10万 | 新建仓 |
| BANF | BANCFIRST CORP | $1.11万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $1.11万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $1.11万 | 0.01% | 121 | 50 | 70.4% | $4,606 | 加仓 |
| SOLV | SOLVENTUM CORP | $1.12万 | 0.01% | 172 | 35 | 25.5% | $2,286 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $1.13万 | 0.01% | 112 | 112 | — | $1.13万 | 新建仓 |
| QQQE | DIREXION SHARES ETF TRUST | $1.13万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1.14万 | 0.01% | 142 | 28 | 24.6% | $2,244 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.14万 | 0.01% | 160 | 43 | 36.8% | $3,059 | 加仓 |
| DLTR | DOLLAR TREE INC | $1.14万 | 0.01% | 104 | 21 | 25.3% | $2,300 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1.15万 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $1.15万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC | $1.16万 | 0.01% | 353 | 247 | 233.0% | $8,085 | 加仓 |
| SNA | SNAP ON INC | $1.16万 | 0.01% | 32 | 2 | 6.7% | $726 | 加仓 |
| WAB | WABTEC | $1.16万 | 0.01% | 47 | 7 | 17.5% | $1,733 | 加仓 |
| ENS | ENERSYS | $1.16万 | 0.01% | 67 | 45 | 204.5% | $7,821 | 加仓 |
| VST | VISTRA CORP | $1.17万 | 0.01% | 78 | 26 | 50.0% | $3,909 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1.18万 | 0.01% | 314 | 1 | 0.3% | $38 | 加仓 |
| F | FORD MTR CO | $1.18万 | 0.01% | 1,025 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $1.20万 | 0.01% | 34 | 8 | 30.8% | $2,831 | 加仓 |
| COIN | COINBASE GLOBAL INC | $1.20万 | 0.01% | 69 | 13 | 23.2% | $2,270 | 加仓 |
| CNC | CENTENE CORP DEL | $1.21万 | 0.01% | 369 | 86 | 30.4% | $2,816 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1.21万 | 0.01% | 44 | -2 | -4.3% | -$551 | 减仓 |
| JLL | JONES LANG LASALLE INC | $1.22万 | 0.01% | 40 | 15 | 60.0% | $4,565 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $1.23万 | 0.01% | 212 | 109 | 105.8% | $6,348 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.24万 | 0.01% | 46 | 16 | 53.3% | $4,328 | 加仓 |
| DASH | DOORDASH INC | $1.25万 | 0.01% | 83 | 11 | 15.3% | $1,652 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1.25万 | 0.01% | 180 | 6 | 3.4% | $416 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.25万 | 0.01% | 45 | 15 | 50.0% | $4,168 | 加仓 |
| EQT | EQT CORP | $1.25万 | 0.01% | 197 | -43 | -17.9% | -$2,737 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1.26万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $1.26万 | 0.01% | 483 | -3 | -0.6% | -$78 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $1.26万 | 0.01% | 44 | 6 | 15.8% | $1,722 | 加仓 |
| ALAB | ASTERA LABS INC | $1.27万 | 0.01% | 116 | 73 | 169.8% | $8,002 | 加仓 |
| FISV | FISERV INC | $1.27万 | 0.01% | 228 | 151 | 196.1% | $8,426 | 加仓 |
| FTNT | FORTINET INC | $1.27万 | 0.01% | 156 | 38 | 32.2% | $3,106 | 加仓 |
| NNN | NNN REIT INC | $1.28万 | 0.01% | 305 | 278 | 1,029.6% | $1.17万 | 加仓 |
| BIIB | BIOGEN INC | $1.28万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1.28万 | 0.01% | 63 | -1 | -1.6% | -$204 | 减仓 |
| CVNA | CARVANA CO | $1.29万 | 0.01% | 41 | -2 | -4.7% | -$629 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1.30万 | 0.01% | 276 | 209 | 311.9% | $9,819 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.31万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $1.31万 | 0.01% | 63 | 3 | 5.0% | $625 | 加仓 |
| NTAP | NETAPP INC | $1.33万 | 0.01% | 130 | 18 | 16.1% | $1,838 | 加仓 |
| EVRG | EVERGY INC | $1.33万 | 0.01% | 162 | 143 | 752.6% | $1.17万 | 加仓 |
| PPL | PPL CORP | $1.33万 | 0.01% | 349 | 180 | 106.5% | $6,879 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1.34万 | 0.01% | 139 | 52 | 59.8% | $5,017 | 加仓 |
| KR | KROGER CO | $1.35万 | 0.01% | 186 | -11 | -5.6% | -$796 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.35万 | 0.01% | 146 | 26 | 21.7% | $2,400 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $1.35万 | 0.01% | 50 | 27 | 117.4% | $7,314 | 加仓 |
| COHR | COHERENT CORP | $1.36万 | 0.01% | 57 | 24 | 72.7% | $5,717 | 加仓 |
| GPN | GLOBAL PMTS INC | $1.36万 | 0.01% | 202 | 86 | 74.1% | $5,782 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.36万 | 0.01% | 104 | 7 | 7.2% | $917 | 加仓 |
| ADT | ADT INC DEL | $1.36万 | 0.01% | 2,074 | 1,993 | 2,460.5% | $1.31万 | 加仓 |
| XEL | XCEL ENERGY INC | $1.37万 | 0.01% | 172 | 93 | 117.7% | $7,388 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $1.37万 | 0.01% | 592 | 225 | 61.3% | $5,194 | 加仓 |
| OSK | OSHKOSH CORP | $1.37万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $1.37万 | 0.01% | 611 | 391 | 177.7% | $8,783 | 加仓 |
| IXUS | ISHARES TR | $1.38万 | 0.01% | 159 | 14 | 9.7% | $1,215 | 加仓 |
| KKR | KKR & CO INC | $1.39万 | 0.01% | 150 | 61 | 68.5% | $5,642 | 加仓 |
| LEN | LENNAR CORP | $1.39万 | 0.01% | 160 | 69 | 75.8% | $5,992 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $1.39万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $1.41万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $1.42万 | 0.01% | 195 | 134 | 219.7% | $9,786 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.43万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $1.44万 | 0.01% | 820 | 571 | 229.3% | $1.00万 | 加仓 |
| RGLD | ROYAL GOLD INC | $1.45万 | 0.01% | 57 | 16 | 39.0% | $4,072 | 加仓 |
| EIX | EDISON INTL | $1.46万 | 0.01% | 200 | 168 | 525.0% | $1.23万 | 加仓 |
| PKG | PACKAGING CORP AMER | $1.46万 | 0.01% | 69 | 2 | 3.0% | $424 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.48万 | 0.01% | 384 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $1.51万 | 0.01% | 172 | 18 | 11.7% | $1,576 | 加仓 |
| DAL | DELTA AIR LINES INC | $1.51万 | 0.01% | 227 | 87 | 62.1% | $5,784 | 加仓 |
| URI | UNITED RENTALS INC | $1.53万 | 0.01% | 21 | 7 | 50.0% | $5,100 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.56万 | 0.01% | 248 | -24 | -8.8% | -$1,506 | 减仓 |
| UI | UBIQUITI INC | $1.58万 | 0.01% | 20 | 2 | 11.1% | $1,581 | 加仓 |
| VRSN | VERISIGN INC | $1.59万 | 0.01% | 64 | 24 | 60.0% | $5,961 | 加仓 |
| HIFS | HINGHAM INSTN SVGS MASS | $1.61万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC | $1.61万 | 0.01% | 713 | 713 | — | $1.61万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $1.62万 | 0.01% | 14 | -2 | -12.5% | -$2,318 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.63万 | 0.01% | 56 | -9 | -13.8% | -$2,614 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $1.64万 | 0.01% | 307 | 307 | — | $1.64万 | 新建仓 |
| WMB | WILLIAMS COS INC | $1.64万 | 0.01% | 225 | 8 | 3.7% | $582 | 加仓 |
| AGG | ISHARES TR | $1.64万 | 0.01% | 165 | -3,506 | -95.5% | -$34.87万 | 重新持有 |
| GSK | GSK PLC | $1.66万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $1.67万 | 0.01% | 63 | 2 | 3.3% | $531 | 加仓 |
| NET | CLOUDFLARE INC | $1.69万 | 0.01% | 82 | -3 | -3.5% | -$619 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1.70万 | 0.01% | 60 | -2 | -3.2% | -$568 | 减仓 |
| OKE | ONEOK INC NEW | $1.71万 | 0.01% | 189 | 115 | 155.4% | $1.04万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1.71万 | 0.01% | 148 | 39 | 35.8% | $4,515 | 加仓 |
| CTVA | CORTEVA INC | $1.72万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $1.72万 | 0.01% | 225 | 193 | 603.1% | $1.48万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.73万 | 0.01% | 239 | -9 | -3.6% | -$652 | 减仓 |