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 |
|---|---|---|---|---|---|---|---|---|
| SPMB | SPDR SERIES TRUST | $19.56万 | 0.10% | 8,766 | 120 | 1.4% | $2,677 | 加仓 |
| RWR | SPDR SERIES TRUST | $19.33万 | 0.09% | 1,711 | -74 | -4.1% | -$8,361 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $19.03万 | 0.09% | 149 | -16 | -9.7% | -$2.04万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $18.70万 | 0.09% | 364 | 58 | 19.0% | $2.98万 | 加仓 |
| KLAC | KLA CORP | $17.92万 | 0.09% | 594 | 64 | 12.1% | $1.93万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $17.61万 | 0.09% | 2,006 | 104 | 5.5% | $9,128 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $16.86万 | 0.08% | 406 | 52 | 14.7% | $2.16万 | 加仓 |
| MS | MORGAN STANLEY | $16.70万 | 0.08% | 799 | 148 | 22.7% | $3.09万 | 加仓 |
| CME | CME GROUP INC | $16.19万 | 0.08% | 733 | -41 | -5.3% | -$9,054 | 减仓 |
| IDXX | IDEXX LABS INC | $16.06万 | 0.08% | 305 | 1 | 0.3% | $526 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $15.78万 | 0.08% | 156 | 34 | 27.9% | $3.44万 | 加仓 |
| UNP | UNION PAC CORP | $15.77万 | 0.08% | 580 | 57 | 10.9% | $1.55万 | 加仓 |
| SNDK | SANDISK CORP | $15.69万 | 0.08% | 69 | 69 | — | $15.69万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $15.56万 | 0.08% | 2,606 | 184 | 7.6% | $1.10万 | 加仓 |
| CSCO | CISCO SYS INC | $14.81万 | 0.07% | 1,261 | 292 | 30.1% | $3.43万 | 加仓 |
| GWW | WW GRAINGER INC | $14.17万 | 0.07% | 104 | 7 | 7.2% | $9,536 | 加仓 |
| MFC | MANULIFE FINL CORP | $14.05万 | 0.07% | 3,469 | 19 | 0.6% | $770 | 加仓 |
| CVS | CVS HEALTH CORP | $13.79万 | 0.07% | 1,333 | 131 | 10.9% | $1.36万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $13.58万 | 0.07% | 623 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $13.47万 | 0.07% | 889 | 82 | 10.2% | $1.24万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $13.29万 | 0.06% | 308 | -57 | -15.6% | -$2.46万 | 减仓 |
| NFLX | NETFLIX INC. | $13.28万 | 0.06% | 1,860 | 67 | 3.7% | $4,784 | 加仓 |
| ORCL | ORACLE CORP | $12.94万 | 0.06% | 883 | 145 | 19.6% | $2.12万 | 加仓 |
| T | AT&T INC | $12.93万 | 0.06% | 6,245 | -693 | -10.0% | -$1.43万 | 减仓 |
| BGRN | ISHARES TR | $12.77万 | 0.06% | 2,689 | 100 | 3.9% | $4,748 | 加仓 |
| SEIC | SEI INVTS CO | $12.72万 | 0.06% | 1,450 | 11 | 0.8% | $965 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $12.54万 | 0.06% | 2,489 | 35 | 1.4% | $1,764 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $12.48万 | 0.06% | 419 | 109 | 35.2% | $3.25万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $12.38万 | 0.06% | 1,326 | 1,326 | — | $12.38万 | 新建仓 |
| IWF | ISHARES TR | $12.26万 | 0.06% | 988 | 24 | 2.5% | $2,979 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $12.09万 | 0.06% | 2,067 | -98 | -4.5% | -$5,733 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $12.04万 | 0.06% | 1,249 | 36 | 3.0% | $3,471 | 加仓 |
| SGOL | ETFS GOLD TR | $12.02万 | 0.06% | 3,145 | -20 | -0.6% | -$765 | 减仓 |
| ABT | ABBOTT LABORATORIES | $11.85万 | 0.06% | 1,306 | 114 | 9.6% | $1.03万 | 加仓 |
| APH | AMPHENOL CORP | $11.61万 | 0.06% | 658 | 110 | 20.1% | $1.94万 | 加仓 |
| QCOM | QUALCOMM INC | $11.36万 | 0.06% | 615 | 63 | 11.4% | $1.16万 | 加仓 |
| MMM | 3M CO | $11.33万 | 0.06% | 700 | 66 | 10.4% | $1.07万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $11.29万 | 0.05% | 610 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $10.91万 | 0.05% | 1,068 | 74 | 7.4% | $7,562 | 加仓 |
| KO | COCA COLA CO | $10.84万 | 0.05% | 1,334 | 338 | 33.9% | $2.75万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $10.69万 | 0.05% | 1,287 | 0 | 0.0% | — | 不变 |
| — | WINCHESTER BANCORP INC | $10.51万 | 0.05% | 8,000 | 8,000 | — | $10.51万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $10.33万 | 0.05% | 485 | 8 | 1.7% | $1,704 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $9.88万 | 0.05% | 1,077 | 34 | 3.3% | $3,118 | 加仓 |
| GILD | GILEAD SCIENCES INC | $9.57万 | 0.05% | 757 | 27 | 3.7% | $3,413 | 加仓 |
| VOE | VANGUARD INDEX FDS | $9.48万 | 0.05% | 480 | -22 | -4.4% | -$4,347 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $9.36万 | 0.05% | 277 | 56 | 25.3% | $1.89万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $9.29万 | 0.05% | 95 | 12 | 14.5% | $1.17万 | 加仓 |
| HAL | HALLIBURTON CO | $9.03万 | 0.04% | 2,660 | 94 | 3.7% | $3,191 | 加仓 |
| USB | US BANCORP | $8.82万 | 0.04% | 1,460 | 138 | 10.4% | $8,336 | 加仓 |
| GDXJ | VANECK ETF TRUST | $8.65万 | 0.04% | 880 | -1 | -0.1% | -$98 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $8.62万 | 0.04% | 681 | 60 | 9.7% | $7,595 | 加仓 |
| DCI | DONALDSON INC | $8.55万 | 0.04% | 952 | 188 | 24.6% | $1.69万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $8.45万 | 0.04% | 228 | 21 | 10.1% | $7,783 | 加仓 |
| — | TCW ETF TRUST | $8.31万 | 0.04% | 2,577 | 2,577 | — | $8.31万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $8.14万 | 0.04% | 1,045 | 58 | 5.9% | $4,520 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $8.06万 | 0.04% | 445 | 73 | 19.6% | $1.32万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $7.88万 | 0.04% | 473 | 51 | 12.1% | $8,502 | 加仓 |
| EMR | EMERSON ELEC CO | $7.66万 | 0.04% | 535 | 124 | 30.2% | $1.78万 | 加仓 |
| IGIB | ISHARES TR | $7.58万 | 0.04% | 1,426 | 13 | 0.9% | $691 | 加仓 |
| IEMG | ISHARES INC | $7.48万 | 0.04% | 903 | 503 | 125.8% | $4.17万 | 加仓 |
| LIN | LINDE PLC | $7.43万 | 0.04% | 143 | 39 | 37.5% | $2.03万 | 加仓 |
| CI | THE CIGNA GROUP | $7.43万 | 0.04% | 269 | 4 | 1.5% | $1,105 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $7.35万 | 0.04% | 1,419 | 10 | 0.7% | $518 | 加仓 |
| WFC | WELLS FARGO & CO | $7.28万 | 0.04% | 881 | 255 | 40.7% | $2.11万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $7.20万 | 0.04% | 359 | 54 | 17.7% | $1.08万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $7.08万 | 0.03% | 178 | 36 | 25.4% | $1.43万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $7.06万 | 0.03% | 2,876 | 341 | 13.5% | $8,372 | 加仓 |
| DHR | DANAHER CORP DEL | $7.04万 | 0.03% | 369 | 48 | 15.0% | $9,162 | 加仓 |
| VLO | VALERO ENERGY CORP | $6.88万 | 0.03% | 264 | 2 | 0.8% | $521 | 加仓 |
| SPYM | SPDR SERIES TRUST | $6.85万 | 0.03% | 780 | 780 | — | $6.85万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6.82万 | 0.03% | 136 | 4 | 3.0% | $2,006 | 加仓 |
| CB | CHUBB LIMITED | $6.82万 | 0.03% | 200 | 26 | 14.9% | $8,860 | 加仓 |
| CMI | CUMMINS INC | $6.78万 | 0.03% | 95 | 5 | 5.6% | $3,566 | 加仓 |
| EEM | ISHARES TR | $6.65万 | 0.03% | 972 | 2 | 0.2% | $137 | 加仓 |
| PLD | PROLOGIS INC. | $6.54万 | 0.03% | 483 | 100 | 26.1% | $1.35万 | 加仓 |
| MO | ALTRIA GROUP INC | $6.54万 | 0.03% | 906 | 143 | 18.7% | $1.03万 | 加仓 |
| PEP | PEPSICO INC | $6.43万 | 0.03% | 475 | 105 | 28.4% | $1.42万 | 加仓 |
| NTRS | NORTHERN TR CORP | $6.38万 | 0.03% | 367 | 11 | 3.1% | $1,912 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $6.36万 | 0.03% | 128 | 15 | 13.3% | $7,448 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $6.21万 | 0.03% | 229 | 53 | 30.1% | $1.44万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $6.18万 | 0.03% | 1,107 | 2 | 0.2% | $112 | 加仓 |
| TGT | TARGET CORP | $6.02万 | 0.03% | 461 | 34 | 8.0% | $4,437 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $5.94万 | 0.03% | 2,672 | 20 | 0.8% | $445 | 加仓 |
| FE | FIRSTENERGY CORP | $5.86万 | 0.03% | 1,234 | 129 | 11.7% | $6,131 | 加仓 |
| CVSA | COVISTA INC | $5.85万 | 0.03% | 469 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5.72万 | 0.03% | 994 | -101 | -9.2% | -$5,817 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $5.46万 | 0.03% | 439 | 75 | 20.6% | $9,326 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $5.44万 | 0.03% | 937 | 208 | 28.5% | $1.21万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $5.44万 | 0.03% | 478 | 43 | 9.9% | $4,890 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $5.42万 | 0.03% | 1,475 | 1,475 | — | $5.42万 | 新建仓 |
| COP | CONOCOPHILLIPS | $5.37万 | 0.03% | 516 | 78 | 17.8% | $8,115 | 加仓 |
| SPSM | SPDR SERIES TRUST | $5.23万 | 0.03% | 906 | 3 | 0.3% | $173 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $5.17万 | 0.03% | 81 | 35 | 76.1% | $2.24万 | 加仓 |
| AFL | AFLAC INC | $5.17万 | 0.03% | 441 | 17 | 4.0% | $1,993 | 加仓 |
| BA | BOEING CO | $5.09万 | 0.02% | 235 | -22 | -8.6% | -$4,762 | 减仓 |
| HSY | HERSHEY CO | $5.07万 | 0.02% | 289 | -36 | -11.1% | -$6,316 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $5.04万 | 0.02% | 415 | -94 | -18.5% | -$1.14万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $4.99万 | 0.02% | 653 | 13 | 2.0% | $993 | 加仓 |
| ACWV | ISHARES INC | $4.95万 | 0.02% | 411 | 0 | 0.0% | — | 不变 |