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 |
|---|---|---|---|---|---|---|---|---|
| COO | COOPER COS INC | $861 | 0.00% | 12 | -50 | -80.6% | -$3,588 | 减仓 |
| FNV | FRANCO NEV CORP | $838 | 0.00% | 4 | 4 | — | $838 | 新建仓 |
| OPCH | OPTION CARE HEALTH INC | $818 | 0.00% | 39 | -14 | -26.4% | -$294 | 减仓 |
| SMTC | SEMTECH CORP | $810 | 0.00% | 5 | 5 | — | $810 | 新建仓 |
| HAYW | HAYWARD HLDGS INC | $797 | 0.00% | 46 | 46 | — | $797 | 新建仓 |
| KBR | KBR INC | $795 | 0.00% | 23 | -40 | -63.5% | -$1,383 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $783 | 0.00% | 7 | -21 | -75.0% | -$2,349 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $772 | 0.00% | 19 | -35 | -64.8% | -$1,422 | 减仓 |
| CDP | COPT DEFENSE PROPERTIES | $770 | 0.00% | 21 | -55 | -72.4% | -$2,017 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $764 | 0.00% | 162 | -166 | -50.6% | -$783 | 减仓 |
| AAON | AAON INC | $762 | 0.00% | 6 | 5 | 500.0% | $635 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $752 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $752 | 0.00% | 26 | 26 | — | $752 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP | $739 | 0.00% | 24 | -5 | -17.2% | -$154 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $734 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PPC | PILGRIMS PRIDE CORP | $731 | 0.00% | 26 | -33 | -55.9% | -$928 | 减仓 |
| TFSL | TFS FINL CORP | $727 | 0.00% | 41 | 41 | — | $727 | 新建仓 |
| UFPI | UFP INDUSTRIES INC | $726 | 0.00% | 8 | -11 | -57.9% | -$998 | 减仓 |
| FNB | F N B CORP | $726 | 0.00% | 38 | 38 | — | $726 | 新建仓 |
| BILL | BILL HOLDINGS INC | $724 | 0.00% | 20 | -23 | -53.5% | -$833 | 减仓 |
| CVLT | COMMVAULT SYS INC | $709 | 0.00% | 5 | 5 | — | $709 | 新建仓 |
| QLYS | QUALYS INC | $688 | 0.00% | 5 | -5 | -50.0% | -$688 | 重新持有 |
| EVR | EVERCORE INC | $683 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $669 | 0.00% | 7 | -45 | -86.5% | -$4,301 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $654 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC | $636 | 0.00% | 16 | -31 | -66.0% | -$1,232 | 减仓 |
| STE | STERIS PLC | $632 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $609 | 0.00% | 4 | -5 | -55.6% | -$761 | 减仓 |
| ARCC | ARES CAPITAL CORP | $593 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $579 | 0.00% | 2 | 2 | — | $579 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $557 | 0.00% | 19 | -75 | -79.8% | -$2,199 | 减仓 |
| VG | VENTURE GLOBAL INC | $557 | 0.00% | 50 | 50 | — | $557 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $545 | 0.00% | 23 | -82 | -78.1% | -$1,943 | 减仓 |
| GATX | GATX CORP | $532 | 0.00% | 3 | 3 | — | $532 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $530 | 0.00% | 1 | 1 | — | $530 | 新建仓 |
| KMX | CARMAX INC | $529 | 0.00% | 10 | 10 | — | $529 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $480 | 0.00% | 17 | -78 | -82.1% | -$2,202 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $477 | 0.00% | 10 | -139 | -93.3% | -$6,630 | 减仓 |
| TEM | TEMPUS AI INC | $464 | 0.00% | 8 | 8 | — | $464 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $460 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC | $459 | 0.00% | 16 | 16 | — | $459 | 新建仓 |
| MBC | MASTERBRAND INC | $453 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $448 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $440 | 0.00% | 30 | 30 | — | $440 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $433 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $429 | 0.00% | 39 | -164 | -80.8% | -$1,804 | 重新持有 |
| AHR | AMERICAN HEALTHCARE REIT INC | $418 | 0.00% | 8 | 8 | — | $418 | 新建仓 |
| FHB | FIRST HAWAIIAN INC | $411 | 0.00% | 14 | 14 | — | $411 | 新建仓 |
| RGEN | REPLIGEN CORP | $410 | 0.00% | 3 | -2 | -40.0% | -$273 | 减仓 |
| ALB | ALBEMARLE CORP | $406 | 0.00% | 3 | -14 | -82.4% | -$1,895 | 减仓 |
| HL | HECLA MINING COMPANY | $386 | 0.00% | 25 | -92 | -78.6% | -$1,420 | 减仓 |
| OGS | ONE GAS INC | $386 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP | $378 | 0.00% | 14 | -171 | -92.4% | -$4,617 | 减仓 |
| CLB | CORE LABORATORIES INC | $373 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| PRME | PRIME MEDICINE INC | $369 | 0.00% | 100 | 100 | — | $369 | 新建仓 |
| EMBC | EMBECTA CORP | $340 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $339 | 0.00% | 1 | 1 | — | $339 | 新建仓 |
| RPM | RPM INTL INC | $334 | 0.00% | 3 | 3 | — | $334 | 新建仓 |
| PHIN | PHINIA INC | $330 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BLZE | BACKBLAZE INC | $318 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $316 | 0.00% | 1 | -2 | -66.7% | -$632 | 重新持有 |
| IBOC | INTERNATIONAL BANCSHARES COR | $304 | 0.00% | 4 | -3 | -42.9% | -$228 | 减仓 |
| PJT | PJT PARTNERS INC | $302 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $297 | 0.00% | 7 | 7 | — | $297 | 新建仓 |
| FTRE | FORTREA HLDGS INC | $296 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| WMG | WARNER MUSIC GROUP CORP | $271 | 0.00% | 10 | 10 | — | $271 | 新建仓 |
| CNNE | CANNAE HLDGS INC | $231 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $200 | 0.00% | 6 | -5 | -45.5% | -$167 | 减仓 |
| CERT | CERTARA INC | $184 | 0.00% | 28 | 28 | — | $184 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC | $176 | 0.00% | 13 | -112 | -89.6% | -$1,516 | 减仓 |
| UAA | UNDER ARMOUR INC | $173 | 0.00% | 27 | -88 | -76.5% | -$564 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $170 | 0.00% | 7 | 7 | — | $170 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $162 | 0.00% | 6 | -92 | -93.9% | -$2,484 | 减仓 |
| LPX | LOUISIANA PAC CORP | $158 | 0.00% | 2 | -3 | -60.0% | -$237 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $157 | 0.00% | 1 | -4 | -80.0% | -$628 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $153 | 0.00% | 3 | 3 | — | $153 | 新建仓 |
| MDU | MDU RES GROUP INC | $152 | 0.00% | 8 | 8 | — | $152 | 新建仓 |
| NGVT | INGEVITY CORP | $150 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HAE | HAEMONETICS CORP MASS | $150 | 0.00% | 2 | -28 | -93.3% | -$2,100 | 重新持有 |
| RYN | RAYONIER INC | $149 | 0.00% | 7 | 7 | — | $149 | 新建仓 |
| CNA | CNA FINL CORP | $146 | 0.00% | 3 | -135 | -97.8% | -$6,570 | 减仓 |
| ASIX | ADVANSIX INC | $146 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CARS | CARS COM INC | $143 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $140 | 0.00% | 15 | 15 | — | $140 | 新建仓 |
| LW | LAMB WESTON HLDGS INC | $130 | 0.00% | 3 | -7 | -70.0% | -$303 | 重新持有 |
| NXT | NEXTPOWER INC | $120 | 0.00% | 1 | -13 | -92.9% | -$1,560 | 减仓 |
| TSN | TYSON FOODS INC | $115 | 0.00% | 2 | -8 | -80.0% | -$460 | 减仓 |
| UE | URBAN EDGE PPTYS | $115 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $114 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $113 | 0.00% | 2 | 2 | — | $113 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC | $111 | 0.00% | 1 | 1 | — | $111 | 新建仓 |
| — | LIBERTY CAP CORP | $110 | 0.00% | 5 | 5 | — | $110 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES INC | $109 | 0.00% | 1 | 1 | — | $109 | 新建仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $106 | 0.00% | 1 | 1 | — | $106 | 新建仓 |
| PSN | PARSONS CORP DEL | $105 | 0.00% | 2 | -19 | -90.5% | -$998 | 减仓 |
| ECHO | ECHOSTAR CORP | $102 | 0.00% | 1 | 1 | — | $102 | 新建仓 |
| ESAB | ESAB CORPORATION | $99 | 0.00% | 1 | 1 | — | $99 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $96 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $96 | 0.00% | 5 | 5 | — | $96 | 新建仓 |
| — | SCILEX HOLDING CO | $94 | 0.00% | 12 | 0 | 0.0% | — | 不变 |