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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $5.12万 | 0.03% | 257 | 13 | 5.3% | $2,587 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $5.07万 | 0.03% | 1,105 | 2 | 0.2% | $92 | 加仓 |
| PLD | PROLOGIS INC. | $5.06万 | 0.03% | 383 | 88 | 29.8% | $1.16万 | 加仓 |
| MO | ALTRIA GROUP INC | $5.06万 | 0.03% | 763 | 12 | 1.6% | $795 | 加仓 |
| WFC | WELLS FARGO & CO | $4.98万 | 0.03% | 626 | -10 | -1.6% | -$796 | 减仓 |
| PFE | PFIZER INC | $4.98万 | 0.03% | 1,773 | 193 | 12.2% | $5,420 | 加仓 |
| NTRS | NORTHERN TR CORP | $4.97万 | 0.03% | 356 | 21 | 6.3% | $2,934 | 加仓 |
| ACWV | ISHARES INC | $4.92万 | 0.03% | 411 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $4.84万 | 0.03% | 90 | -4 | -4.3% | -$2,152 | 减仓 |
| INTU | INTUIT | $4.80万 | 0.03% | 111 | 28 | 33.7% | $1.21万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $4.75万 | 0.03% | 509 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $4.67万 | 0.03% | 291 | 65 | 28.8% | $1.04万 | 加仓 |
| AFL | AFLAC INC | $4.65万 | 0.03% | 424 | 22 | 5.5% | $2,414 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $4.65万 | 0.03% | 640 | 46 | 7.7% | $3,342 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $4.63万 | 0.03% | 493 | 58 | 13.3% | $5,446 | 加仓 |
| AMAT | APPLIED MATLS INC | $4.61万 | 0.03% | 135 | 88 | 187.2% | $3.01万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $4.59万 | 0.02% | 176 | -84 | -32.3% | -$2.19万 | 减仓 |
| BLK | BLACKROCK INC | $4.46万 | 0.02% | 46 | -2 | -4.2% | -$1,940 | 减仓 |
| SPSM | SPDR SERIES TRUST | $4.36万 | 0.02% | 903 | -2,716 | -75.0% | -$13.13万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $4.32万 | 0.02% | 864 | -1,375 | -61.4% | -$6.87万 | 减仓 |
| XYL | XYLEM INC | $4.31万 | 0.02% | 361 | -423 | -54.0% | -$5.05万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $4.22万 | 0.02% | 1,818 | 1,486 | 447.6% | $3.45万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $4.22万 | 0.02% | 729 | 113 | 18.3% | $6,539 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $4.21万 | 0.02% | 10 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $4.19万 | 0.02% | 1,671 | -73 | -4.2% | -$1,830 | 减仓 |
| KBH | KB HOME | $4.10万 | 0.02% | 792 | 132 | 20.0% | $6,831 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $4.07万 | 0.02% | 113 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $3.92万 | 0.02% | 435 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $3.85万 | 0.02% | 163 | 15 | 10.1% | $3,544 | 加仓 |
| SYK | STRYKER CORPORATION | $3.75万 | 0.02% | 114 | 32 | 39.0% | $1.05万 | 加仓 |
| SO | SOUTHERN CO | $3.74万 | 0.02% | 387 | 149 | 62.6% | $1.44万 | 加仓 |
| KEY | KEYCORP | $3.70万 | 0.02% | 1,844 | 121 | 7.0% | $2,427 | 加仓 |
| DE | DEERE & CO | $3.61万 | 0.02% | 64 | 13 | 25.5% | $7,325 | 加仓 |
| YUM | YUM BRANDS INC | $3.54万 | 0.02% | 228 | 13 | 6.0% | $2,019 | 加仓 |
| PGR | PROGRESSIVE CORP | $3.49万 | 0.02% | 176 | 29 | 19.7% | $5,749 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $3.46万 | 0.02% | 83 | 9 | 12.2% | $3,751 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $3.43万 | 0.02% | 735 | 339 | 85.6% | $1.58万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $3.41万 | 0.02% | 122 | -163 | -57.2% | -$4.55万 | 减仓 |
| CTAS | CINTAS CORP | $3.38万 | 0.02% | 200 | 63 | 46.0% | $1.07万 | 加仓 |
| MCK | MCKESSON CORP | $3.38万 | 0.02% | 39 | 6 | 18.2% | $5,194 | 加仓 |
| NEM | NEWMONT CORP | $3.36万 | 0.02% | 310 | 21 | 7.3% | $2,273 | 加仓 |
| TMUS | T-MOBILE US INC | $3.34万 | 0.02% | 159 | 55 | 52.9% | $1.16万 | 加仓 |
| ETN | EATON CORP PLC | $3.33万 | 0.02% | 93 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $3.32万 | 0.02% | 85 | 11 | 14.9% | $4,295 | 加仓 |
| AMT | AMERICAN TOWER CORP | $3.31万 | 0.02% | 192 | 10 | 5.5% | $1,726 | 加仓 |
| EBAY | EBAY INC. | $3.29万 | 0.02% | 361 | 7 | 2.0% | $637 | 加仓 |
| ANET | ARISTA NETWORKS INC | $3.28万 | 0.02% | 267 | 129 | 93.5% | $1.58万 | 加仓 |
| WAT | WATERS CORP | $3.28万 | 0.02% | 110 | 96 | 685.7% | $2.86万 | 加仓 |
| VICI | VICI PPTYS INC | $3.20万 | 0.02% | 1,171 | 797 | 213.1% | $2.18万 | 加仓 |
| SPGI | S&P GLOBAL INC | $3.19万 | 0.02% | 75 | -10 | -11.8% | -$4,253 | 减仓 |
| CSX | CSX CORP | $3.11万 | 0.02% | 757 | 26 | 3.6% | $1,067 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $3.11万 | 0.02% | 432 | 116 | 36.7% | $8,344 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $3.08万 | 0.02% | 123 | 36 | 41.4% | $9,021 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3.07万 | 0.02% | 310 | 44 | 16.5% | $4,358 | 加仓 |
| ADBE | ADOBE INC | $3.01万 | 0.02% | 124 | -4 | -3.1% | -$972 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $2.99万 | 0.02% | 304 | 33 | 12.2% | $3,244 | 加仓 |
| C | CITIGROUP INC | $2.98万 | 0.02% | 263 | -45 | -14.6% | -$5,103 | 减仓 |
| LQD | ISHARES TR | $2.98万 | 0.02% | 273 | 2 | 0.7% | $218 | 加仓 |
| EXC | EXELON CORP | $2.95万 | 0.02% | 601 | -20 | -3.2% | -$980 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $2.93万 | 0.02% | 389 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $2.91万 | 0.02% | 116 | -5 | -4.1% | -$1,254 | 减仓 |
| APP | APPLOVIN CORP | $2.91万 | 0.02% | 73 | 3 | 4.3% | $1,194 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2.90万 | 0.02% | 350 | -50 | -12.5% | -$4,141 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $2.89万 | 0.02% | 76 | 16 | 26.7% | $6,079 | 加仓 |
| CBRE | CBRE GROUP INC | $2.86万 | 0.02% | 211 | -1 | -0.5% | -$135 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $2.82万 | 0.02% | 629 | 2 | 0.3% | $90 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.80万 | 0.02% | 99 | 3 | 3.1% | $847 | 加仓 |
| IEMG | ISHARES INC | $2.79万 | 0.02% | 400 | -38 | -8.7% | -$2,652 | 减仓 |
| ALL | ALLSTATE CORP | $2.76万 | 0.01% | 133 | 18 | 15.7% | $3,735 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2.75万 | 0.01% | 189 | 2 | 1.1% | $291 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $2.74万 | 0.01% | 242 | 102 | 72.9% | $1.15万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $2.73万 | 0.01% | 297 | 75 | 33.8% | $6,905 | 加仓 |
| AZO | AUTOZONE INC | $2.70万 | 0.01% | 8 | 1 | 14.3% | $3,378 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2.68万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2.67万 | 0.01% | 85 | 3 | 3.7% | $942 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $2.65万 | 0.01% | 91 | 20 | 28.2% | $5,834 | 加仓 |
| WELL | WELLTOWER INC | $2.63万 | 0.01% | 133 | 30 | 29.1% | $5,931 | 加仓 |
| IEFA | ISHARES TR | $2.61万 | 0.01% | 288 | -4,192 | -93.6% | -$37.97万 | 减仓 |
| CRM | SALESFORCE INC | $2.59万 | 0.01% | 139 | -69 | -33.2% | -$1.29万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $2.53万 | 0.01% | 213 | 20 | 10.4% | $2,373 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $2.51万 | 0.01% | 427 | 163 | 61.7% | $9,581 | 加仓 |
| PPG | PPG INDS INC | $2.50万 | 0.01% | 234 | 24 | 11.4% | $2,562 | 加仓 |
| D | DOMINION ENERGY INC | $2.49万 | 0.01% | 402 | -204 | -33.7% | -$1.26万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $2.46万 | 0.01% | 35 | 19 | 118.8% | $1.34万 | 加仓 |
| NKE | NIKE INC | $2.40万 | 0.01% | 453 | 43 | 10.5% | $2,277 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $2.37万 | 0.01% | 863 | 58 | 7.2% | $1,593 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $2.31万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $2.27万 | 0.01% | 99 | 28 | 39.4% | $6,434 | 加仓 |
| SAN | BANCO SANTANDER SA | $2.27万 | 0.01% | 2,014 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $2.26万 | 0.01% | 124 | 27 | 27.8% | $4,919 | 加仓 |
| XYZ | BLOCK INC | $2.21万 | 0.01% | 368 | 26 | 7.6% | $1,565 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2.21万 | 0.01% | 928 | 161 | 21.0% | $3,836 | 加仓 |
| EG | EVEREST GROUP LTD | $2.19万 | 0.01% | 67 | 54 | 415.4% | $1.76万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.19万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $2.18万 | 0.01% | 50 | 10 | 25.0% | $4,363 | 加仓 |
| SNPS | SYNOPSYS INC | $2.18万 | 0.01% | 55 | 7 | 14.6% | $2,775 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $2.18万 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $2.17万 | 0.01% | 478 | -2 | -0.4% | -$91 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $2.16万 | 0.01% | 429 | 106 | 32.8% | $5,334 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2.14万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |