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 |
|---|---|---|---|---|---|---|---|---|
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -64 | -100.0% | -$1.26万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -45 | -100.0% | -$1.25万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -180 | -100.0% | -$1.25万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -44 | -100.0% | -$1.21万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -78 | -100.0% | -$1.17万 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -32 | -100.0% | -$1.16万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -160 | -100.0% | -$1.14万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -121 | -100.0% | -$1.11万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1.11万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -33 | -100.0% | -$1.09万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -166 | -100.0% | -$1.02万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -612 | -100.0% | -$1.01万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -43 | -100.0% | -$1.00万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -127 | -100.0% | -$9,462 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -74 | -100.0% | -$9,345 | 清仓 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | -1,792 | -100.0% | -$9,265 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -42 | -100.0% | -$9,097 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -150 | -100.0% | -$8,904 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -74 | -100.0% | -$8,787 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -27 | -100.0% | -$8,716 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -272 | -100.0% | -$8,707 | 清仓 |
| SNX | TD SYNNEX CORPORATION | $0 | 0.00% | 0 | -50 | -100.0% | -$8,436 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -47 | -100.0% | -$8,412 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -56 | -100.0% | -$8,400 | 清仓 |
| RGA | REINSURANCE GROUP AMER INC | $0 | 0.00% | 0 | -41 | -100.0% | -$8,371 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -37 | -100.0% | -$8,306 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -55 | -100.0% | -$8,226 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -41 | -100.0% | -$8,098 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -56 | -100.0% | -$8,021 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -27 | -100.0% | -$7,566 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -159 | -100.0% | -$7,486 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -93 | -100.0% | -$7,448 | 清仓 |
| FLEX | FLEXTRONICS INTL LTD | $0 | 0.00% | 0 | -113 | -100.0% | -$7,397 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -46 | -100.0% | -$7,239 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -124 | -100.0% | -$7,140 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -45 | -100.0% | -$7,112 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -274 | -100.0% | -$7,092 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -72 | -100.0% | -$7,090 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -60 | -100.0% | -$7,065 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -88 | -100.0% | -$7,031 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -13 | -100.0% | -$7,008 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -234 | -100.0% | -$6,873 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -178 | -100.0% | -$6,763 | 清仓 |
| SON | SONOCO PRODS CO | $0 | 0.00% | 0 | -125 | -100.0% | -$6,762 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -53 | -100.0% | -$6,746 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -32 | -100.0% | -$6,691 | 清仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $0 | 0.00% | 0 | -77 | -100.0% | -$6,255 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -32 | -100.0% | -$6,253 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -56 | -100.0% | -$6,240 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -53 | -100.0% | -$6,214 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -53 | -100.0% | -$6,095 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -129 | -100.0% | -$6,052 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -107 | -100.0% | -$6,052 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -80 | -100.0% | -$6,048 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -48 | -100.0% | -$6,040 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -28 | -100.0% | -$6,003 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -51 | -100.0% | -$6,001 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -35 | -100.0% | -$5,813 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -39 | -100.0% | -$5,709 | 清仓 |
| CALF | PACER FDS TR | $0 | 0.00% | 0 | -124 | -100.0% | -$5,564 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -15 | -100.0% | -$5,457 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -23 | -100.0% | -$5,256 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -86 | -100.0% | -$5,158 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -29 | -100.0% | -$4,972 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -147 | -100.0% | -$4,515 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -68 | -100.0% | -$4,438 | 清仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $0 | 0.00% | 0 | -123 | -100.0% | -$4,333 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -30 | -100.0% | -$4,309 | 清仓 |
| EEFT | EURONET WORLDWIDE INC | $0 | 0.00% | 0 | -64 | -100.0% | -$4,248 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -81 | -100.0% | -$4,234 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -23 | -100.0% | -$4,092 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -23 | -100.0% | -$4,041 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -62 | -100.0% | -$4,027 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -64 | -100.0% | -$3,864 | 清仓 |
| SSNC | SS&C TECH HLDGS | $0 | 0.00% | 0 | -57 | -100.0% | -$3,852 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -148 | -100.0% | -$3,760 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -54 | -100.0% | -$3,674 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -43 | -100.0% | -$3,651 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -20 | -100.0% | -$3,602 | 清仓 |
| LSTR | LANDSTAR SYS INC | $0 | 0.00% | 0 | -22 | -100.0% | -$3,527 | 清仓 |
| STWD | STARWOOD PPTY TR INC | $0 | 0.00% | 0 | -198 | -100.0% | -$3,410 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -37 | -100.0% | -$3,348 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -34 | -100.0% | -$3,152 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -33 | -100.0% | -$3,123 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -44 | -100.0% | -$3,045 | 清仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $0 | 0.00% | 0 | -26 | -100.0% | -$3,044 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -18 | -100.0% | -$3,043 | 清仓 |
| XRAY | DENTSPLY SIRONA INC | $0 | 0.00% | 0 | -260 | -100.0% | -$3,016 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -22 | -100.0% | -$2,712 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -14 | -100.0% | -$2,657 | 清仓 |
| FCN | FTI CONSULTING INC | $0 | 0.00% | 0 | -15 | -100.0% | -$2,652 | 清仓 |
| — | CARNIVAL PLC | $0 | 0.00% | 0 | -100 | -100.0% | -$2,577 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -21 | -100.0% | -$2,542 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -9 | -100.0% | -$2,468 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -714 | -100.0% | -$2,457 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -60 | -100.0% | -$2,414 | 清仓 |
| EXLS | EXLSERVICE HLDGS INC | $0 | 0.00% | 0 | -78 | -100.0% | -$2,376 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$2,302 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -27 | -100.0% | -$2,223 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -27 | -100.0% | -$2,171 | 清仓 |