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 |
|---|---|---|---|---|---|---|---|---|
| CHDN | CHURCHILL DOWNS INC | $90 | 0.00% | 1 | -34 | -97.1% | -$3,060 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $85 | 0.00% | 1 | -32 | -97.0% | -$2,720 | 减仓 |
| VGNT | VERSIGENT PLC | $85 | 0.00% | 2 | 2 | — | $85 | 新建仓 |
| UHAL | U HAUL HOLDING COMPANY | $66 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| ESNT | ESSENT GROUP LTD | $65 | 0.00% | 1 | 1 | — | $65 | 新建仓 |
| CBC | CENTRAL BANCOMPANY | $61 | 0.00% | 2 | 2 | — | $61 | 新建仓 |
| FRPT | FRESHPET INC | $60 | 0.00% | 1 | -40 | -97.6% | -$2,400 | 减仓 |
| ANGI | ANGI INC | $60 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | GOPRO INC | $59 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $56 | 0.00% | 1 | 1 | — | $56 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $45 | 0.00% | 2 | -237 | -99.2% | -$5,332 | 减仓 |
| GLIBK | LIBERTY CAP CORP | $44 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $42 | 0.00% | 1 | 1 | — | $42 | 新建仓 |
| MUB | ISHARES TR | $40 | 0.00% | 0 | -173 | -100.0% | -$1.84万 | 清仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $30 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $30 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SEG | SEAPORT ENTMT GROUP INC | $27 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC | $25 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD | $23 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MTW | MANITOWOC CO INC | $14 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | PHARMACYTE BIOTECH INC | $11 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $6 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CBAK ENERGY TECHNOLOGY LTD | $6 | 0.00% | 10 | 10 | — | $6 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -16,705 | -100.0% | -$595.65万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -3,131 | -100.0% | -$204.50万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -12,412 | -100.0% | -$89.11万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -3,414 | -100.0% | -$52.15万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -884 | -100.0% | -$38.04万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -5,170 | -100.0% | -$36.28万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,534 | -100.0% | -$22.44万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -719 | -100.0% | -$18.82万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -813 | -100.0% | -$15.68万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -516 | -100.0% | -$12.61万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -754 | -100.0% | -$11.85万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -344 | -100.0% | -$11.62万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -203 | -100.0% | -$11.16万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -163 | -100.0% | -$11.11万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -315 | -100.0% | -$10.81万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -3,873 | -100.0% | -$10.27万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -845 | -100.0% | -$9.99万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -735 | -100.0% | -$9.96万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -418 | -100.0% | -$8.50万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -520 | -100.0% | -$8.19万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -103 | -100.0% | -$6.25万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -234 | -100.0% | -$6.21万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -406 | -100.0% | -$5.96万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -400 | -100.0% | -$5.85万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -429 | -100.0% | -$5.83万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -291 | -100.0% | -$4.67万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -493 | -100.0% | -$4.63万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -135 | -100.0% | -$4.61万 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -864 | -100.0% | -$4.32万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -250 | -100.0% | -$4.21万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -122 | -100.0% | -$3.41万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -159 | -100.0% | -$3.34万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -93 | -100.0% | -$3.33万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -85 | -100.0% | -$3.32万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -267 | -100.0% | -$3.28万 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -1,171 | -100.0% | -$3.20万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -432 | -100.0% | -$3.11万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -304 | -100.0% | -$2.99万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -389 | -100.0% | -$2.93万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -350 | -100.0% | -$2.90万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -297 | -100.0% | -$2.73万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -202 | -100.0% | -$2.68万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -85 | -100.0% | -$2.67万 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | -133 | -100.0% | -$2.63万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -213 | -100.0% | -$2.53万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -35 | -100.0% | -$2.46万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -863 | -100.0% | -$2.37万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -72 | -100.0% | -$2.31万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -99 | -100.0% | -$2.27万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -49 | -100.0% | -$2.19万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -55 | -100.0% | -$2.18万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -204 | -100.0% | -$2.13万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -296 | -100.0% | -$2.11万 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -21 | -100.0% | -$2.06万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -172 | -100.0% | -$2.04万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -26 | -100.0% | -$2.01万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -42 | -100.0% | -$1.99万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.96万 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | -85 | -100.0% | -$1.96万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -143 | -100.0% | -$1.94万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -127 | -100.0% | -$1.92万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -292 | -100.0% | -$1.78万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -507 | -100.0% | -$1.78万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -81 | -100.0% | -$1.76万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -239 | -100.0% | -$1.73万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -60 | -100.0% | -$1.70万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -300 | -100.0% | -$1.66万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -165 | -100.0% | -$1.64万 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $0 | 0.00% | 0 | -56 | -100.0% | -$1.63万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -21 | -100.0% | -$1.53万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -47 | -100.0% | -$1.43万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -202 | -100.0% | -$1.36万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -57 | -100.0% | -$1.36万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -186 | -100.0% | -$1.35万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -63 | -100.0% | -$1.31万 | 清仓 |