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 |
|---|---|---|---|---|---|---|---|---|
| CMS | CMS ENERGY CORP | $7,268 | 0.00% | 95 | 4 | 4.4% | $306 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $7,283 | 0.00% | 403 | 11 | 2.8% | $199 | 加仓 |
| G | GENPACT LIMITED | $7,288 | 0.00% | 265 | 265 | — | $7,288 | 新建仓 |
| IQV | IQVIA HLDGS INC | $7,343 | 0.00% | 38 | -42 | -52.5% | -$8,116 | 减仓 |
| WEN | WENDYS CO | $7,370 | 0.00% | 889 | 62 | 7.5% | $514 | 加仓 |
| ZD | ZIFF DAVIS INC | $7,385 | 0.00% | 141 | 141 | — | $7,385 | 新建仓 |
| — | TAYLOR MORRISON HOME CORP | $7,390 | 0.00% | 103 | -109 | -51.4% | -$7,820 | 减仓 |
| RMBS | RAMBUS INC DEL | $7,434 | 0.00% | 56 | 9 | 19.1% | $1,195 | 加仓 |
| ALV | AUTOLIV INC | $7,435 | 0.00% | 64 | 39 | 156.0% | $4,531 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $7,484 | 0.00% | 154 | 25 | 19.4% | $1,215 | 加仓 |
| HR | HEALTHCARE RLTY TR | $7,504 | 0.00% | 372 | 121 | 48.2% | $2,441 | 加仓 |
| GNRC | GENERAC HLDGS INC | $7,614 | 0.00% | 26 | 2 | 8.3% | $586 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $7,624 | 0.00% | 98 | 81 | 476.5% | $6,301 | 重新持有 |
| P | EVERPURE INC | $7,643 | 0.00% | 97 | 1 | 1.0% | $79 | 加仓 |
| MSTR | STRATEGY INC | $7,650 | 0.00% | 88 | 53 | 151.4% | $4,607 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $7,659 | 0.00% | 55 | 34 | 161.9% | $4,735 | 加仓 |
| PBF | PBF ENERGY INC | $7,693 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $7,702 | 0.00% | 53 | 6 | 12.8% | $872 | 加仓 |
| COWZ | PACER FDS TR | $7,775 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $7,781 | 0.00% | 56 | 14 | 33.3% | $1,945 | 加仓 |
| GTLB | GITLAB INC | $7,816 | 0.00% | 256 | 256 | — | $7,816 | 新建仓 |
| AVNT | AVIENT CORPORATION | $7,845 | 0.00% | 211 | 59 | 38.8% | $2,194 | 加仓 |
| KMT | KENNAMETAL INC | $7,852 | 0.00% | 224 | 224 | — | $7,852 | 新建仓 |
| FN | FABRINET | $7,870 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $7,896 | 0.00% | 260 | 39 | 17.6% | $1,184 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $7,933 | 0.00% | 31 | 2 | 6.9% | $512 | 加仓 |
| S | SENTINELONE INC | $7,942 | 0.00% | 468 | 78 | 20.0% | $1,324 | 加仓 |
| PVH | PVH CORPORATION | $7,946 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $8,011 | 0.00% | 15 | -5 | -25.0% | -$2,670 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $8,072 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $8,107 | 0.00% | 71 | 21 | 42.0% | $2,398 | 加仓 |
| IVZ | INVESCO LTD | $8,129 | 0.00% | 308 | 308 | — | $8,129 | 新建仓 |
| BRO | BROWN & BROWN INC | $8,148 | 0.00% | 127 | 107 | 535.0% | $6,865 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $8,150 | 0.00% | 115 | 108 | 1,542.9% | $7,654 | 加仓 |
| CBT | CABOT CORP | $8,174 | 0.00% | 90 | 3 | 3.4% | $272 | 加仓 |
| BAX | BAXTER INTL INC | $8,187 | 0.00% | 384 | 349 | 997.1% | $7,441 | 加仓 |
| DBEF | DBX ETF TR | $8,195 | 0.00% | 150 | -1 | -0.7% | -$55 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $8,216 | 0.00% | 228 | 87 | 61.7% | $3,135 | 加仓 |
| RS | RELIANCE INC | $8,220 | 0.00% | 22 | 11 | 100.0% | $4,110 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $8,248 | 0.00% | 191 | -46 | -19.4% | -$1,986 | 减仓 |
| NTNX | NUTANIX INC | $8,307 | 0.00% | 163 | 117 | 254.3% | $5,963 | 重新持有 |
| MGM | MGM RESORTS INTERNATIONAL | $8,319 | 0.00% | 174 | 13 | 8.1% | $622 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $8,343 | 0.00% | 77 | 77 | — | $8,343 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $8,345 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $8,346 | 0.00% | 149 | -7 | -4.5% | -$392 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $8,356 | 0.00% | 96 | 24 | 33.3% | $2,089 | 加仓 |
| NI | NISOURCE INC | $8,369 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $8,419 | 0.00% | 364 | -1,454 | -80.0% | -$3.36万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $8,447 | 0.00% | 41 | 18 | 78.3% | $3,708 | 加仓 |
| AX | AXOS FINANCIAL INC | $8,473 | 0.00% | 87 | 87 | — | $8,473 | 新建仓 |
| CCI | CROWN CASTLE INC | $8,482 | 0.00% | 112 | 56 | 100.0% | $4,241 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $8,494 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $8,499 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $8,533 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $8,575 | 0.00% | 115 | 115 | — | $8,575 | 新建仓 |
| EEMV | ISHARES INC | $8,656 | 0.00% | 115 | -8 | -6.5% | -$602 | 减仓 |
| CMC | COMMERCIAL METALS CO | $8,660 | 0.00% | 138 | 74 | 115.6% | $4,644 | 加仓 |
| ATI | ATI INC | $8,673 | 0.00% | 44 | 10 | 29.4% | $1,971 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $8,691 | 0.00% | 38 | 15 | 65.2% | $3,431 | 加仓 |
| JNK | SPDR SERIES TRUST | $8,770 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD | $8,795 | 0.00% | 257 | 83 | 47.7% | $2,840 | 加仓 |
| DXCM | DEXCOM INC | $8,823 | 0.00% | 131 | 88 | 204.7% | $5,927 | 加仓 |
| FISV | FISERV INC | $8,830 | 0.00% | 180 | -48 | -21.1% | -$2,355 | 减仓 |
| LEA | LEAR CORP | $8,848 | 0.00% | 66 | 3 | 4.8% | $402 | 加仓 |
| SM | SM ENERGY COMPANY | $8,849 | 0.00% | 339 | 203 | 149.3% | $5,299 | 加仓 |
| SANM | SANMINA CORP | $8,858 | 0.00% | 35 | 35 | — | $8,858 | 新建仓 |
| GMED | GLOBUS MED INC | $8,929 | 0.00% | 113 | 100 | 769.2% | $7,902 | 加仓 |
| HSIC | SCHEIN HENRY INC | $9,021 | 0.00% | 108 | 54 | 100.0% | $4,510 | 加仓 |
| GRMN | GARMIN LTD | $9,027 | 0.00% | 38 | 3 | 8.6% | $713 | 加仓 |
| VNO | VORNADO RLTY TR | $9,079 | 0.00% | 231 | 145 | 168.6% | $5,699 | 加仓 |
| VCYT | VERACYTE INC | $9,104 | 0.00% | 155 | 155 | — | $9,104 | 新建仓 |
| DHI | D R HORTON INC | $9,122 | 0.00% | 56 | -5 | -8.2% | -$814 | 减仓 |
| GHC | GRAHAM HLDGS CO | $9,132 | 0.00% | 8 | 4 | 100.0% | $4,566 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $9,265 | 0.00% | 98 | 56 | 133.3% | $5,294 | 加仓 |
| ONTO | ONTO INNOVATION INC | $9,462 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $9,466 | 0.00% | 190 | 7 | 3.8% | $349 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $9,469 | 0.00% | 49 | 20 | 69.0% | $3,865 | 加仓 |
| BC | BRUNSWICK CORP | $9,520 | 0.00% | 113 | 104 | 1,155.6% | $8,762 | 加仓 |
| OC | OWENS CORNING NEW | $9,538 | 0.00% | 60 | 2 | 3.4% | $318 | 加仓 |
| THC | TENET HEALTHCARE CORP | $9,542 | 0.00% | 51 | 40 | 363.6% | $7,484 | 加仓 |
| LFUS | LITTELFUSE INC | $9,562 | 0.00% | 21 | 2 | 10.5% | $911 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $9,585 | 0.00% | 246 | 28 | 12.8% | $1,091 | 加仓 |
| KTB | KONTOOR BRANDS INC | $9,585 | 0.00% | 115 | 110 | 2,200.0% | $9,168 | 加仓 |
| APA | APA CORPORATION | $9,609 | 0.00% | 295 | 80 | 37.2% | $2,606 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $9,612 | 0.00% | 1,086 | 737 | 211.2% | $6,523 | 加仓 |
| BLK | BLACKROCK INC | $9,616 | 0.00% | 10 | -36 | -78.3% | -$3.46万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $9,683 | 0.00% | 540 | 119 | 28.3% | $2,134 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $9,773 | 0.00% | 178 | 27 | 17.9% | $1,482 | 加仓 |
| CR | CRANE COMPANY | $9,816 | 0.00% | 44 | 21 | 91.3% | $4,685 | 加仓 |
| CROX | CROCS INC | $9,893 | 0.00% | 82 | 52 | 173.3% | $6,274 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $9,908 | 0.00% | 197 | 197 | — | $9,908 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $9,915 | 0.00% | 256 | 139 | 118.8% | $5,384 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $9,942 | 0.00% | 132 | 1 | 0.8% | $75 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $9,944 | 0.00% | 59 | 5 | 9.3% | $843 | 加仓 |
| VTR | VENTAS INC | $9,952 | 0.00% | 112 | 3 | 2.8% | $267 | 加仓 |
| Q | QNITY ELECTRONICS INC | $9,963 | 0.00% | 61 | 61 | — | $9,963 | 新建仓 |
| SRE | SEMPRA | $1.00万 | 0.00% | 108 | 12 | 12.5% | $1,113 | 加仓 |
| LIVN | LIVANOVA PLC | $1.00万 | 0.00% | 122 | 122 | — | $1.00万 | 新建仓 |
| DDS | DILLARDS INC | $1.00万 | 0.00% | 19 | 19 | — | $1.00万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $1.02万 | 0.00% | 118 | 5 | 4.4% | $431 | 加仓 |