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 |
|---|---|---|---|---|---|---|---|---|
| RJF | RAYMOND JAMES FINL INC | $1.02万 | 0.00% | 67 | 31 | 86.1% | $4,713 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $1.02万 | 0.00% | 105 | 3 | 2.9% | $291 | 加仓 |
| THG | HANOVER INS GROUP INC | $1.03万 | 0.00% | 48 | -5 | -9.4% | -$1,071 | 减仓 |
| R | RYDER SYS INC | $1.03万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $1.03万 | 0.01% | 91 | 35 | 62.5% | $3,963 | 加仓 |
| WDAY | WORKDAY INC | $1.04万 | 0.01% | 85 | 81 | 2,025.0% | $9,916 | 加仓 |
| RRC | RANGE RES CORP | $1.04万 | 0.01% | 280 | 131 | 87.9% | $4,872 | 加仓 |
| SJM | SMUCKER J M CO | $1.04万 | 0.01% | 93 | 5 | 5.7% | $561 | 加仓 |
| DLTR | DOLLAR TREE INC | $1.05万 | 0.01% | 87 | -17 | -16.3% | -$2,056 | 减仓 |
| — | WEBSTER FINL CORP | $1.05万 | 0.01% | 138 | -8 | -5.5% | -$611 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC | $1.06万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $1.06万 | 0.01% | 38 | 2 | 5.6% | $560 | 加仓 |
| EPR | EPR PPTYS | $1.07万 | 0.01% | 183 | 2 | 1.1% | $117 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $1.07万 | 0.01% | 436 | 24 | 5.8% | $588 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $1.08万 | 0.01% | 159 | 7 | 4.6% | $475 | 加仓 |
| NTRA | NATERA INC | $1.09万 | 0.01% | 40 | 1 | 2.6% | $271 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $1.09万 | 0.01% | 72 | 72 | — | $1.09万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $1.10万 | 0.01% | 1,032 | 433 | 72.3% | $4,614 | 加仓 |
| CPAY | CORPAY INC | $1.10万 | 0.01% | 33 | 16 | 94.1% | $5,332 | 加仓 |
| MTZ | MASTEC INC | $1.12万 | 0.01% | 27 | 2 | 8.0% | $832 | 加仓 |
| BANF | BANCFIRST CORP | $1.13万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $1.14万 | 0.01% | 67 | 10 | 17.5% | $1,696 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $1.15万 | 0.01% | 435 | 359 | 472.4% | $9,460 | 加仓 |
| ETR | ENTERGY CORP NEW | $1.15万 | 0.01% | 100 | 22 | 28.2% | $2,527 | 加仓 |
| ALKS | ALKERMES PLC | $1.15万 | 0.01% | 220 | 220 | — | $1.15万 | 新建仓 |
| EIX | EDISON INTL | $1.17万 | 0.01% | 157 | -43 | -21.5% | -$3,201 | 减仓 |
| RAMP | LIVERAMP HLDGS INC | $1.17万 | 0.01% | 311 | 311 | — | $1.17万 | 新建仓 |
| OGE | OGE ENERGY CORP | $1.17万 | 0.01% | 241 | 174 | 259.7% | $8,468 | 加仓 |
| NDSN | NORDSON CORP | $1.18万 | 0.01% | 39 | 3 | 8.3% | $905 | 加仓 |
| FTDR | FRONTDOOR INC | $1.18万 | 0.01% | 152 | 152 | — | $1.18万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $1.19万 | 0.01% | 82 | 18 | 28.1% | $2,615 | 加仓 |
| VMC | VULCAN MATLS CO | $1.21万 | 0.01% | 41 | 13 | 46.4% | $3,835 | 加仓 |
| GL | GLOBE LIFE INC | $1.22万 | 0.01% | 68 | 1 | 1.5% | $179 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $1.22万 | 0.01% | 126 | 37 | 41.6% | $3,585 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $1.22万 | 0.01% | 130 | 11 | 9.2% | $1,035 | 加仓 |
| ARKW | ARK ETF TR | $1.23万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $1.23万 | 0.01% | 83 | 77 | 1,283.3% | $1.14万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $1.24万 | 0.01% | 54 | 5 | 10.2% | $1,147 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1.26万 | 0.01% | 53 | 21 | 65.6% | $4,989 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.28万 | 0.01% | 384 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EXCH TRADED FD TR II | $1.28万 | 0.01% | 591 | 591 | — | $1.28万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $1.29万 | 0.01% | 38 | 4 | 11.8% | $1,354 | 加仓 |
| FFIV | F5 INC | $1.29万 | 0.01% | 31 | 5 | 19.2% | $2,080 | 加仓 |
| NOV | NOV INC | $1.29万 | 0.01% | 697 | 150 | 27.4% | $2,783 | 加仓 |
| DT | DYNATRACE INC | $1.30万 | 0.01% | 295 | 44 | 17.5% | $1,932 | 加仓 |
| QTRX | QUANTERIX CORP | $1.30万 | 0.01% | 3,000 | 3,000 | — | $1.30万 | 新建仓 |
| ECPG | ENCORE CAP GROUP INC | $1.31万 | 0.01% | 140 | 140 | — | $1.31万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $1.31万 | 0.01% | 11 | 9 | 450.0% | $1.08万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $1.32万 | 0.01% | 123 | 11 | 9.8% | $1,177 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $1.32万 | 0.01% | 402 | 58 | 16.9% | $1,903 | 加仓 |
| MTB | M & T BK CORP | $1.33万 | 0.01% | 56 | 17 | 43.6% | $4,046 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.34万 | 0.01% | 147 | 76 | 107.0% | $6,932 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $1.35万 | 0.01% | 50 | 21 | 72.4% | $5,688 | 加仓 |
| PCG | PG&E CORP | $1.36万 | 0.01% | 806 | -14 | -1.7% | -$236 | 减仓 |
| RITM | RITHM CAPITAL CORP | $1.36万 | 0.01% | 1,448 | 791 | 120.4% | $7,428 | 加仓 |
| EQT | EQT CORP | $1.39万 | 0.01% | 262 | 65 | 33.0% | $3,456 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.40万 | 0.01% | 102 | 2 | 2.0% | $274 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $1.40万 | 0.01% | 72 | -14 | -16.3% | -$2,725 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $1.40万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1.41万 | 0.01% | 37 | 8 | 27.6% | $3,043 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.41万 | 0.01% | 153 | 7 | 4.8% | $645 | 加仓 |
| TDC | TERADATA CORP DEL | $1.42万 | 0.01% | 409 | 345 | 539.1% | $1.20万 | 加仓 |
| OSK | OSHKOSH CORP | $1.43万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $1.44万 | 0.01% | 176 | 7 | 4.1% | $571 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1.45万 | 0.01% | 60 | 49 | 445.5% | $1.18万 | 加仓 |
| FAST | FASTENAL CO | $1.46万 | 0.01% | 304 | 120 | 65.2% | $5,764 | 加仓 |
| FSLR | FIRST SOLAR INC | $1.46万 | 0.01% | 62 | 34 | 121.4% | $8,023 | 加仓 |
| NKE | NIKE INC | $1.47万 | 0.01% | 356 | -97 | -21.4% | -$3,994 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.47万 | 0.01% | 38 | 38 | — | $1.47万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $1.47万 | 0.01% | 217 | -8 | -3.6% | -$543 | 减仓 |
| MRP | MILLROSE PPTYS INC | $1.47万 | 0.01% | 490 | 228 | 87.0% | $6,852 | 加仓 |
| KRC | KILROY REALTY CORP | $1.47万 | 0.01% | 390 | 99 | 34.0% | $3,744 | 加仓 |
| ADT | ADT INC DEL | $1.49万 | 0.01% | 2,268 | 194 | 9.4% | $1,272 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $1.49万 | 0.01% | 440 | 87 | 24.6% | $2,941 | 加仓 |
| IRM | IRON MTN INC DEL | $1.49万 | 0.01% | 118 | 13 | 12.4% | $1,642 | 加仓 |
| PCAR | PACCAR INC | $1.51万 | 0.01% | 126 | 54 | 75.0% | $6,487 | 加仓 |
| MRNA | MODERNA INC | $1.52万 | 0.01% | 217 | 3 | 1.4% | $210 | 加仓 |
| IXUS | ISHARES TR | $1.52万 | 0.01% | 160 | 1 | 0.6% | $95 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $1.54万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $1.54万 | 0.01% | 69 | 23 | 50.0% | $5,125 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $1.54万 | 0.01% | 543 | -215 | -28.4% | -$6,102 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1.54万 | 0.01% | 194 | 101 | 108.6% | $8,025 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1.54万 | 0.01% | 69 | 21 | 43.8% | $4,697 | 加仓 |
| SLB | SLB LIMITED | $1.54万 | 0.01% | 332 | 138 | 71.1% | $6,420 | 加仓 |
| WAB | WABTEC | $1.55万 | 0.01% | 58 | 11 | 23.4% | $2,942 | 加仓 |
| NNN | NNN REIT INC | $1.57万 | 0.01% | 337 | 32 | 10.5% | $1,489 | 加仓 |
| EXC | EXELON CORP | $1.58万 | 0.01% | 339 | -262 | -43.6% | -$1.22万 | 减仓 |
| GLPI | GAMING & LEISURE P | $1.59万 | 0.01% | 356 | 286 | 408.6% | $1.27万 | 加仓 |
| WMB | WILLIAMS COS INC | $1.59万 | 0.01% | 214 | -11 | -4.9% | -$818 | 减仓 |
| RNG | RINGCENTRAL INC | $1.59万 | 0.01% | 409 | 290 | 243.7% | $1.13万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $1.60万 | 0.01% | 93 | 53 | 132.5% | $9,131 | 加仓 |
| F | FORD MTR CO | $1.61万 | 0.01% | 1,159 | 134 | 13.1% | $1,863 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $1.63万 | 0.01% | 70 | 19 | 37.3% | $4,429 | 加仓 |
| RKLB | ROCKET LAB CORP | $1.64万 | 0.01% | 161 | 161 | — | $1.64万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $1.66万 | 0.01% | 183 | 106 | 137.7% | $9,597 | 加仓 |
| WWD | WOODWARD INC | $1.66万 | 0.01% | 39 | 34 | 680.0% | $1.45万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.69万 | 0.01% | 58 | -3 | -4.9% | -$872 | 减仓 |
| MKSI | MKS INC. | $1.69万 | 0.01% | 38 | 30 | 375.0% | $1.33万 | 加仓 |
| SOLV | SOLVENTUM CORP | $1.70万 | 0.01% | 220 | 48 | 27.9% | $3,703 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1.71万 | 0.01% | 61 | -15 | -19.7% | -$4,199 | 减仓 |