13F 机构持仓

Sachetta, LLC

LYNNFIELD MA · SEC CIK 0002010574

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.06亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QQQ 16.3%
SPY 9.7%
GNR 6.7%
FBND 5.0%
TER 3.6%
IHDG 2.4%
IJH 2.3%
SCHD 2.1%
MINT 1.9%
MBB 1.8%

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
IWB ISHARES TR $00.00%0 -16,705-100.0% -$595.65万 清仓
IVV ISHARES TR $00.00%0 -3,131-100.0% -$204.50万 清仓
VO VANGUARD INDEX FDS $00.00%0 -12,412-100.0% -$89.11万 清仓
NVS NOVARTIS AG $00.00%0 -3,414-100.0% -$52.15万 清仓
GLD SPDR GOLD TR $00.00%0 -884-100.0% -$38.04万 清仓
DGRO ISHARES TR $00.00%0 -5,170-100.0% -$36.28万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -1,534-100.0% -$22.44万 清仓
VB VANGUARD INDEX FDS $00.00%0 -719-100.0% -$18.82万 清仓
RTX RTX CORPORATION $00.00%0 -813-100.0% -$15.68万 清仓
MPC MARATHON PETE CORP $00.00%0 -516-100.0% -$12.61万 清仓
BDX BECTON DICKINSON & CO $00.00%0 -754-100.0% -$11.85万 清仓
MU MICRON TECHNOLOGY INC $00.00%0 -344-100.0% -$11.62万 清仓
PWR QUANTA SVCS INC $00.00%0 -203-100.0% -$11.16万 清仓
CW CURTISS WRIGHT CORP $00.00%0 -163-100.0% -$11.11万 清仓
GD GENERAL DYNAMICS CORP $00.00%0 -315-100.0% -$10.81万 清仓
TOST TOAST INC $00.00%0 -3,873-100.0% -$10.27万 清仓
ZTS ZOETIS INC $00.00%0 -845-100.0% -$9.99万 清仓
BE BLOOM ENERGY CORP $00.00%0 -735-100.0% -$9.96万 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 -418-100.0% -$8.50万 清仓
ICE INTERCONTINENTAL EXCHANGE IN $00.00%0 -520-100.0% -$8.19万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -103-100.0% -$6.25万 清仓
ECL ECOLAB INC $00.00%0 -234-100.0% -$6.21万 清仓
XLV SELECT SECTOR SPDR TR $00.00%0 -406-100.0% -$5.96万 清仓
NRG NRG ENERGY INC $00.00%0 -400-100.0% -$5.85万 清仓
GLW CORNING INC $00.00%0 -429-100.0% -$5.83万 清仓
PANW PALO ALTO NETWORKS INC $00.00%0 -291-100.0% -$4.67万 清仓
SCHW SCHWAB CHARLES CORP $00.00%0 -493-100.0% -$4.63万 清仓
AMAT APPLIED MATLS INC $00.00%0 -135-100.0% -$4.61万 清仓
XLB SELECT SECTOR SPDR TR $00.00%0 -864-100.0% -$4.32万 清仓
BKNG BOOKING HOLDINGS INC $00.00%0 -250-100.0% -$4.21万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -122-100.0% -$3.41万 清仓
TMUS T-MOBILE US INC $00.00%0 -159-100.0% -$3.34万 清仓
ETN EATON CORP PLC $00.00%0 -93-100.0% -$3.33万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -85-100.0% -$3.32万 清仓
ANET ARISTA NETWORKS INC $00.00%0 -267-100.0% -$3.28万 清仓
VICI VICI PPTYS INC $00.00%0 -1,171-100.0% -$3.20万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -432-100.0% -$3.11万 清仓
UPS UNITED PARCEL SVCS INC $00.00%0 -304-100.0% -$2.99万 清仓
AIG AMERICAN INTL GROUP INC $00.00%0 -389-100.0% -$2.93万 清仓
VCIT VANGUARD SCOTTSDALE FDS $00.00%0 -350-100.0% -$2.90万 清仓
UAL UNITED AIRLS HLDGS INC $00.00%0 -297-100.0% -$2.73万 清仓
XLK SELECT SECTOR SPDR TR $00.00%0 -202-100.0% -$2.68万 清仓
COR CENCORA INC $00.00%0 -85-100.0% -$2.67万 清仓
WELL WELLTOWER INC $00.00%0 -133-100.0% -$2.63万 清仓
BNY BANK NEW YORK MELLON CORP $00.00%0 -213-100.0% -$2.53万 清仓
LITE LUMENTUM HLDGS INC $00.00%0 -35-100.0% -$2.46万 清仓
— WARNER BROS DISCOVERY INC $00.00%0 -863-100.0% -$2.37万 清仓
SHW SHERWIN WILLIAMS CO $00.00%0 -72-100.0% -$2.31万 清仓
WM WASTE MGMT INC DEL $00.00%0 -99-100.0% -$2.27万 清仓
VRTX VERTEX PHARMACEUTICALS INC $00.00%0 -49-100.0% -$2.19万 清仓
SNPS SYNOPSYS INC $00.00%0 -55-100.0% -$2.18万 清仓
NOW SERVICENOW INC $00.00%0 -204-100.0% -$2.13万 清仓
SYY SYSCO CORP $00.00%0 -296-100.0% -$2.11万 清仓
EQIX EQUINIX INC $00.00%0 -21-100.0% -$2.06万 清仓
SHOP SHOPIFY INC $00.00%0 -172-100.0% -$2.04万 清仓
REGN REGENERON PHARMACEUTICALS $00.00%0 -26-100.0% -$2.01万 清仓
HCA HCA HEALTHCARE INC $00.00%0 -42-100.0% -$1.99万 清仓
DGX QUEST DIAGNOSTICS INC $00.00%0 -100-100.0% -$1.96万 清仓
HWM HOWMET AEROSPACE INC $00.00%0 -85-100.0% -$1.96万 清仓
HIG HARTFORD INSURANCE GROUP INC $00.00%0 -143-100.0% -$1.94万 清仓
SNOW SNOWFLAKE INC $00.00%0 -127-100.0% -$1.92万 清仓
BKR BAKER HUGHES COMPANY $00.00%0 -292-100.0% -$1.78万 清仓
— COTERRA ENERGY INC $00.00%0 -507-100.0% -$1.78万 清仓
VBR VANGUARD INDEX FDS $00.00%0 -81-100.0% -$1.76万 清仓
MNST MONSTER BEVERAGE CORP NEW $00.00%0 -239-100.0% -$1.73万 清仓
LNG CHENIERE ENERGY INC $00.00%0 -60-100.0% -$1.70万 清仓
GSK GSK PLC $00.00%0 -300-100.0% -$1.66万 清仓
AGG ISHARES TR $00.00%0 -165-100.0% -$1.64万 清仓
APD AIR PRODUCTS AND CHEMICALS I $00.00%0 -56-100.0% -$1.63万 清仓
URI UNITED RENTALS INC $00.00%0 -21-100.0% -$1.53万 清仓
HLT HILTON WORLDWIDE HLDGS INC $00.00%0 -47-100.0% -$1.43万 清仓
GPN GLOBAL PMTS INC $00.00%0 -202-100.0% -$1.36万 清仓
COHR COHERENT CORP $00.00%0 -57-100.0% -$1.36万 清仓
KR KROGER CO $00.00%0 -186-100.0% -$1.35万 清仓
DOV DOVER CORP $00.00%0 -63-100.0% -$1.31万 清仓
NXPI NXP SEMICONDUCTORS N V $00.00%0 -64-100.0% -$1.26万 清仓
CDNS CADENCE DESIGN SYSTEM INC $00.00%0 -45-100.0% -$1.25万 清仓
HOOD ROBINHOOD MKTS INC $00.00%0 -180-100.0% -$1.25万 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -44-100.0% -$1.21万 清仓
VST VISTRA CORP $00.00%0 -78-100.0% -$1.17万 清仓
SNA SNAP ON INC $00.00%0 -32-100.0% -$1.16万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -160-100.0% -$1.14万 清仓
PAYX PAYCHEX INC $00.00%0 -121-100.0% -$1.11万 清仓
EME EMCOR GROUP INC $00.00%0 -15-100.0% -$1.11万 清仓
ALNY ALNYLAM PHARMACEUTICALS INC $00.00%0 -33-100.0% -$1.09万 清仓
O REALTY INCOME CORP $00.00%0 -166-100.0% -$1.02万 清仓
DOC HEALTHPEAK PROPERTIES INC $00.00%0 -612-100.0% -$1.01万 清仓
FERG FERGUSON ENTERPRISES INC $00.00%0 -43-100.0% -$1.00万 清仓
GM GENERAL MTRS CO $00.00%0 -127-100.0% -$9,462 清仓
ABNB AIRBNB INC $00.00%0 -74-100.0% -$9,345 清仓
ACHR ARCHER AVIATION INC $00.00%0 -1,792-100.0% -$9,265 清仓
AJG GALLAGHER ARTHUR J & CO $00.00%0 -42-100.0% -$9,097 清仓
OVV OVINTIV INC $00.00%0 -150-100.0% -$8,904 清仓
DG DOLLAR GEN CORP $00.00%0 -74-100.0% -$8,787 清仓
AON AON PLC $00.00%0 -27-100.0% -$8,716 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -272-100.0% -$8,707 清仓
SNX TD SYNNEX CORPORATION $00.00%0 -50-100.0% -$8,436 清仓
UHS UNIVERSAL HLTH SVCS INC $00.00%0 -47-100.0% -$8,412 清仓
STZ CONSTELLATION BRANDS INC $00.00%0 -56-100.0% -$8,400 清仓
RGA REINSURANCE GROUP AMER INC $00.00%0 -41-100.0% -$8,371 清仓