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 |
|---|---|---|---|---|---|---|---|---|
| RWR | SPDR SERIES TRUST | $18.02万 | 0.10% | 1,785 | -15 | -0.8% | -$1,515 | 减仓 |
| AMGN | AMGEN INC | $17.94万 | 0.10% | 510 | -91 | -15.1% | -$3.20万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $17.67万 | 0.10% | 1,902 | -215 | -10.2% | -$2.00万 | 减仓 |
| NFLX | NETFLIX INC. | $17.24万 | 0.09% | 1,793 | 373 | 26.3% | $3.59万 | 加仓 |
| IDXX | IDEXX LABS INC | $17.08万 | 0.09% | 304 | 286 | 1,588.9% | $16.07万 | 加仓 |
| DIS | DISNEY WALT CO | $16.75万 | 0.09% | 1,738 | -1 | -0.1% | -$96 | 减仓 |
| IUSG | ISHARES TR | $16.15万 | 0.09% | 1,041 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $15.88万 | 0.09% | 499 | -163 | -24.6% | -$5.19万 | 减仓 |
| RTX | RTX CORPORATION | $15.68万 | 0.09% | 813 | 68 | 9.1% | $1.31万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $15.29万 | 0.08% | 306 | 20 | 7.0% | $9,993 | 加仓 |
| SGOL | ETFS GOLD TR | $14.12万 | 0.08% | 3,165 | 240 | 8.2% | $1.07万 | 加仓 |
| CAT | CATERPILLAR INC | $14.03万 | 0.08% | 198 | 39 | 24.5% | $2.76万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $13.09万 | 0.07% | 2,422 | -166 | -6.4% | -$8,972 | 减仓 |
| TJX | TJX COS INC NEW | $12.89万 | 0.07% | 807 | 45 | 5.9% | $7,189 | 加仓 |
| UNP | UNION PAC CORP | $12.68万 | 0.07% | 523 | 59 | 12.7% | $1.43万 | 加仓 |
| MPC | MARATHON PETE CORP | $12.61万 | 0.07% | 516 | 23 | 4.7% | $5,621 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $12.48万 | 0.07% | 2,165 | 1 | 0.0% | $58 | 加仓 |
| BGRN | ISHARES TR | $12.29万 | 0.07% | 2,589 | -15 | -0.6% | -$712 | 减仓 |
| ABT | ABBOTT LABORATORIES | $12.24万 | 0.07% | 1,192 | -342 | -22.3% | -$3.51万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $12.22万 | 0.07% | 623 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $11.88万 | 0.06% | 3,450 | 659 | 23.6% | $2.27万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $11.85万 | 0.06% | 754 | 13 | 1.8% | $2,042 | 加仓 |
| MDT | MEDTRONIC PLC | $11.70万 | 0.06% | 1,349 | -20 | -1.5% | -$1,734 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $11.62万 | 0.06% | 344 | 129 | 60.0% | $4.36万 | 加仓 |
| SEIC | SEI INVTS CO | $11.29万 | 0.06% | 1,439 | -18 | -1.2% | -$1,413 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $11.20万 | 0.06% | 2,454 | 2,454 | — | $11.20万 | 新建仓 |
| PWR | QUANTA SVCS INC | $11.16万 | 0.06% | 203 | 13 | 6.8% | $7,147 | 加仓 |
| CW | CURTISS WRIGHT CORP | $11.11万 | 0.06% | 163 | -4 | -2.4% | -$2,725 | 减仓 |
| ORCL | ORACLE CORP | $10.86万 | 0.06% | 738 | 109 | 17.3% | $1.60万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $10.81万 | 0.06% | 315 | -145 | -31.5% | -$4.98万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $10.76万 | 0.06% | 1,213 | -1,045 | -46.3% | -$9.27万 | 减仓 |
| MS | MORGAN STANLEY | $10.71万 | 0.06% | 651 | -11 | -1.7% | -$1,810 | 减仓 |
| GWW | WW GRAINGER INC | $10.59万 | 0.06% | 97 | -45 | -31.7% | -$4.91万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $10.57万 | 0.06% | 881 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $10.55万 | 0.06% | 1,287 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $10.46万 | 0.06% | 477 | 24 | 5.3% | $5,262 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $10.32万 | 0.06% | 122 | 4 | 3.4% | $3,384 | 加仓 |
| TOST | TOAST INC | $10.27万 | 0.06% | 3,873 | 23 | 0.6% | $610 | 加仓 |
| IWF | ISHARES TR | $10.26万 | 0.06% | 241 | 2 | 0.8% | $852 | 加仓 |
| GILD | GILEAD SCIENCES INC | $10.18万 | 0.06% | 730 | 18 | 2.5% | $2,510 | 加仓 |
| HAL | HALLIBURTON CO | $10.00万 | 0.05% | 2,566 | 174 | 7.3% | $6,784 | 加仓 |
| ZTS | ZOETIS INC | $9.99万 | 0.05% | 845 | -90 | -9.6% | -$1.06万 | 减仓 |
| BE | BLOOM ENERGY CORP | $9.96万 | 0.05% | 735 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $9.86万 | 0.05% | 610 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $9.57万 | 0.05% | 354 | 70 | 24.6% | $1.89万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $9.25万 | 0.05% | 502 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $9.20万 | 0.05% | 634 | 13 | 2.1% | $1,887 | 加仓 |
| IYM | ISHARES TR | $8.99万 | 0.05% | 511 | -1,746 | -77.4% | -$30.73万 | 减仓 |
| SBUX | STARBUCKS CORP | $8.91万 | 0.05% | 994 | 39 | 4.1% | $3,494 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $8.89万 | 0.05% | 1,043 | 221 | 26.9% | $1.88万 | 加仓 |
| CVS | CVS HEALTH CORP | $8.63万 | 0.05% | 1,202 | 35 | 3.0% | $2,513 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $8.50万 | 0.05% | 418 | 1 | 0.2% | $203 | 加仓 |
| LRCX | LAM RESEARCH CORP | $8.40万 | 0.05% | 393 | 46 | 13.3% | $9,833 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $8.19万 | 0.04% | 520 | 33 | 6.8% | $5,195 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $8.13万 | 0.04% | 621 | 19 | 3.2% | $2,488 | 加仓 |
| KLAC | KLA CORP | $7.80万 | 0.04% | 53 | 2 | 3.9% | $2,945 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $7.74万 | 0.04% | 987 | 15 | 1.5% | $1,176 | 加仓 |
| KO | COCA COLA CO | $7.58万 | 0.04% | 996 | 82 | 9.0% | $6,244 | 加仓 |
| CSCO | CISCO SYS INC | $7.52万 | 0.04% | 969 | -92 | -8.7% | -$7,142 | 减仓 |
| IGIB | ISHARES TR | $7.52万 | 0.04% | 1,413 | -62 | -4.2% | -$3,300 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $7.43万 | 0.04% | 83 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $7.32万 | 0.04% | 422 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $7.28万 | 0.04% | 2,535 | 753 | 42.3% | $2.16万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $7.21万 | 0.04% | 364 | -120 | -24.8% | -$2.38万 | 减仓 |
| QCOM | QUALCOMM INC | $7.11万 | 0.04% | 552 | 134 | 32.1% | $1.73万 | 加仓 |
| — | HONEYWELL INTL INC | $7.07万 | 0.04% | 313 | 40 | 14.7% | $9,039 | 加仓 |
| CI | THE CIGNA GROUP | $7.06万 | 0.04% | 265 | 22 | 9.1% | $5,860 | 加仓 |
| APH | AMPHENOL CORP | $6.93万 | 0.04% | 548 | 71 | 14.9% | $8,980 | 加仓 |
| USB | US BANCORP | $6.88万 | 0.04% | 1,322 | 10 | 0.8% | $520 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $6.77万 | 0.04% | 207 | -260 | -55.7% | -$8.50万 | 减仓 |
| HSY | HERSHEY CO | $6.76万 | 0.04% | 325 | 3 | 0.9% | $624 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $6.67万 | 0.04% | 221 | -15 | -6.4% | -$4,529 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $6.64万 | 0.04% | 1,095 | 130 | 13.5% | $7,887 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $6.61万 | 0.04% | 1,409 | 836 | 145.9% | $3.92万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $6.55万 | 0.04% | 142 | 1 | 0.7% | $461 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6.49万 | 0.04% | 132 | 15 | 12.8% | $7,372 | 加仓 |
| DCI | DONALDSON INC | $6.48万 | 0.04% | 764 | 764 | — | $6.48万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $6.47万 | 0.04% | 262 | 24 | 10.1% | $5,930 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $6.25万 | 0.03% | 103 | 29 | 39.2% | $1.76万 | 加仓 |
| ECL | ECOLAB INC | $6.21万 | 0.03% | 234 | -3 | -1.3% | -$796 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $6.16万 | 0.03% | 372 | 44 | 13.4% | $7,285 | 加仓 |
| INTC | INTEL CORP | $6.14万 | 0.03% | 1,390 | 395 | 39.7% | $1.74万 | 加仓 |
| DHR | DANAHER CORP DEL | $6.10万 | 0.03% | 321 | 14 | 4.6% | $2,661 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $5.99万 | 0.03% | 365 | 30 | 9.0% | $4,924 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $5.96万 | 0.03% | 406 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $5.85万 | 0.03% | 400 | 21 | 5.5% | $3,069 | 加仓 |
| GLW | CORNING INC | $5.83万 | 0.03% | 429 | 5 | 1.2% | $680 | 加仓 |
| COP | CONOCOPHILLIPS | $5.79万 | 0.03% | 438 | 122 | 38.6% | $1.61万 | 加仓 |
| PEP | PEPSICO INC | $5.74万 | 0.03% | 370 | -130 | -26.0% | -$2.02万 | 减仓 |
| CB | CHUBB LTD SWITZ | $5.67万 | 0.03% | 174 | 6 | 3.6% | $1,956 | 加仓 |
| SAM | BOSTON BEER INC | $5.64万 | 0.03% | 245 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $5.60万 | 0.03% | 1,105 | 86 | 8.4% | $4,357 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $5.56万 | 0.03% | 305 | 12 | 4.1% | $2,189 | 加仓 |
| EEM | ISHARES TR | $5.51万 | 0.03% | 970 | 440 | 83.0% | $2.50万 | 加仓 |
| CVSA | COVISTA INC | $5.41万 | 0.03% | 469 | 280 | 148.1% | $3.23万 | 重新持有 |
| EMR | EMERSON ELEC CO | $5.38万 | 0.03% | 411 | 7 | 1.7% | $917 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $5.19万 | 0.03% | 2,652 | 18 | 0.7% | $352 | 加仓 |
| FDX | FEDEX CORP | $5.18万 | 0.03% | 145 | 5 | 3.6% | $1,787 | 加仓 |
| TGT | TARGET CORP | $5.18万 | 0.03% | 427 | 25 | 6.2% | $3,032 | 加仓 |
| LIN | LINDE PLC | $5.17万 | 0.03% | 104 | 39 | 60.0% | $1.94万 | 加仓 |