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 |
|---|---|---|---|---|---|---|---|---|
| WMS | ADVANCED DRAIN SYS INC DEL | $686 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $685 | 0.00% | 2 | -7 | -77.8% | -$2,398 | 减仓 |
| UAA | UNDER ARMOUR INC | $680 | 0.00% | 115 | 115 | — | $680 | 新建仓 |
| BSY | BENTLEY SYS INC | $668 | 0.00% | 19 | -15 | -44.1% | -$527 | 减仓 |
| STE | STERIS PLC | $664 | 0.00% | 3 | -2 | -40.0% | -$443 | 减仓 |
| CPRT | COPART INC | $664 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $655 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $655 | 0.00% | 9 | 9 | — | $655 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $654 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $644 | 0.00% | 4 | 4 | — | $644 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $643 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $641 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $613 | 0.00% | 14 | 9 | 180.0% | $394 | 加仓 |
| AVTR | AVANTOR INC | $612 | 0.00% | 78 | -101 | -56.4% | -$792 | 减仓 |
| WYNN | WYNN RESORTS LTD | $610 | 0.00% | 6 | 6 | — | $610 | 新建仓 |
| HOG | HARLEY DAVIDSON INC | $607 | 0.00% | 30 | -54 | -64.3% | -$1,093 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $599 | 0.00% | 4 | -6 | -60.0% | -$898 | 重新持有 |
| EVR | EVERCORE INC | $598 | 0.00% | 2 | 2 | — | $598 | 新建仓 |
| RGEN | REPLIGEN CORP | $590 | 0.00% | 5 | 5 | — | $590 | 新建仓 |
| BAX | BAXTER INTL INC | $588 | 0.00% | 35 | -85 | -70.8% | -$1,428 | 减仓 |
| ARCC | ARES CAPITAL CORP | $577 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $554 | 0.00% | 5 | 5 | — | $554 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $553 | 0.00% | 11 | -15 | -57.7% | -$754 | 减仓 |
| PRGO | PERRIGO CO PLC | $548 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $539 | 0.00% | 4 | -10 | -71.4% | -$1,348 | 减仓 |
| CLB | CORE LABORATORIES INC | $538 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $533 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $520 | 0.00% | 4 | -48 | -92.3% | -$6,240 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $508 | 0.00% | 10 | -17 | -63.0% | -$864 | 重新持有 |
| UDR | UDR INC | $507 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC | $495 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $480 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| IBOC | INTERNATIONAL BANCSHARES COR | $472 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $462 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC | $444 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC | $431 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $366 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $364 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $352 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $280 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $277 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $274 | 0.00% | 4 | -4 | -50.0% | -$274 | 减仓 |
| GTX | GARRETT MOTION INC | $224 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CNNE | CANNAE HLDGS INC | $182 | 0.00% | 16 | -34 | -68.0% | -$387 | 减仓 |
| ASIX | ADVANSIX INC | $178 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $162 | 0.00% | 3 | -1,072 | -99.7% | -$5.79万 | 重新持有 |
| FTRE | FORTREA HLDGS INC | $161 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $143 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $127 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $116 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CARS | CARS COM INC | $106 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| UE | URBAN EDGE PPTYS | $100 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $95 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $83 | 0.00% | 1 | -29 | -96.7% | -$2,407 | 减仓 |
| — | SCILEX HOLDING CO | $80 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $76 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GLIBK | GCI LIBERTY INC | $75 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ANGI | ANGI INC | $69 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BLZE | BACKBLAZE INC | $69 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $68 | 0.00% | 1 | 1 | — | $68 | 新建仓 |
| — | GOPRO INC | $58 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $45 | 0.00% | 0 | 0 | — | — | 清仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $32 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD | $25 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $22 | 0.00% | 5 | -2,000 | -99.8% | -$8,800 | 减仓 |
| SEG | SEAPORT ENTMT GROUP INC | $22 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC | $15 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MTW | MANITOWOC CO INC | $12 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | PHARMACYTE BIOTECH INC | $10 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | CBAK ENERGY TECHNOLOGY INC | $9 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $5 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| — | ISPECIMEN INC | $1 | 0.00% | 2 | -6 | -75.0% | -$3 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -3,209 | -100.0% | -$63.74万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -410 | -100.0% | -$30.88万 | 清仓 |
| MDYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,081 | -100.0% | -$17.62万 | 清仓 |
| HAP | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,136 | -100.0% | -$6.83万 | 清仓 |
| XHR | XENIA HOTELS & RESORTS INC | $0 | 0.00% | 0 | -1,679 | -100.0% | -$2.37万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -71 | -100.0% | -$1.37万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -136 | -100.0% | -$1.19万 | 清仓 |
| VLUE | ISHARES TR | $0 | 0.00% | 0 | -78 | -100.0% | -$1.07万 | 清仓 |
| IQLT | ISHARES TR | $0 | 0.00% | 0 | -226 | -100.0% | -$1.03万 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -319 | -100.0% | -$8,642 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -45 | -100.0% | -$8,274 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -85 | -100.0% | -$7,438 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -148 | -100.0% | -$7,408 | 清仓 |
| SPYX | SPDR SERIES TRUST | $0 | 0.00% | 0 | -97 | -100.0% | -$5,431 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -103 | -100.0% | -$5,195 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -109 | -100.0% | -$4,529 | 清仓 |
| ZG | ZILLOW GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | -27 | -100.0% | -$4,118 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -107 | -100.0% | -$4,074 | 清仓 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -151 | -100.0% | -$3,251 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -68 | -100.0% | -$3,241 | 清仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$2,938 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -103 | -100.0% | -$2,871 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |