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 |
|---|---|---|---|---|---|---|---|---|
| WAT | WATERS CORP | $4.91万 | 0.02% | 131 | 21 | 19.1% | $7,876 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.82万 | 0.02% | 50 | 1 | 2.0% | $965 | 加仓 |
| FDX | FEDEX CORP | $4.78万 | 0.02% | 152 | 7 | 4.8% | $2,200 | 加仓 |
| SO | SOUTHERN CO | $4.73万 | 0.02% | 494 | 107 | 27.6% | $1.02万 | 加仓 |
| JBL | JABIL INC | $4.70万 | 0.02% | 122 | 59 | 93.7% | $2.27万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $4.57万 | 0.02% | 93 | 10 | 12.0% | $4,912 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $4.55万 | 0.02% | 136 | 13 | 10.6% | $4,353 | 加仓 |
| DE | DEERE & CO | $4.50万 | 0.02% | 71 | 7 | 10.9% | $4,441 | 加仓 |
| SPGI | S&P GLOBAL INC | $4.44万 | 0.02% | 109 | 34 | 45.3% | $1.38万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4.36万 | 0.02% | 966 | 38 | 4.1% | $1,714 | 加仓 |
| SAM | BOSTON BEER INC | $4.33万 | 0.02% | 245 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $4.29万 | 0.02% | 1,861 | 17 | 0.9% | $392 | 加仓 |
| APP | APPLOVIN CORP | $4.28万 | 0.02% | 83 | 10 | 13.7% | $5,152 | 加仓 |
| EBAY | EBAY INC. | $4.24万 | 0.02% | 379 | 18 | 5.0% | $2,012 | 加仓 |
| SYK | STRYKER CORPORATION | $4.22万 | 0.02% | 134 | 20 | 17.5% | $6,298 | 加仓 |
| PGR | PROGRESSIVE CORP | $4.19万 | 0.02% | 192 | 16 | 9.1% | $3,495 | 加仓 |
| PFE | PFIZER INC | $4.19万 | 0.02% | 1,739 | -34 | -1.9% | -$819 | 减仓 |
| SUSB | ISHARES TR | $4.18万 | 0.02% | 1,671 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $4.13万 | 0.02% | 660 | -132 | -16.7% | -$8,262 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $4.10万 | 0.02% | 725 | -10 | -1.4% | -$566 | 减仓 |
| XYL | XYLEM INC | $4.02万 | 0.02% | 340 | -21 | -5.8% | -$2,482 | 减仓 |
| ALL | ALLSTATE CORP | $3.95万 | 0.02% | 166 | 33 | 24.8% | $7,861 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3.92万 | 0.02% | 112 | 13 | 13.1% | $4,551 | 加仓 |
| CSX | CSX CORP | $3.84万 | 0.02% | 807 | 50 | 6.6% | $2,377 | 加仓 |
| CTAS | CINTAS CORP | $3.83万 | 0.02% | 225 | 25 | 12.5% | $4,252 | 加仓 |
| YUM | YUM BRANDS INC | $3.78万 | 0.02% | 236 | 8 | 3.5% | $1,281 | 加仓 |
| AVBC | AVIDIA BANCORP INC | $3.77万 | 0.02% | 1,797 | 1,797 | — | $3.77万 | 新建仓 |
| ALAB | ASTERA LABS INC | $3.72万 | 0.02% | 77 | -39 | -33.6% | -$1.88万 | 减仓 |
| MET | METLIFE INC | $3.71万 | 0.02% | 438 | 157 | 55.9% | $1.33万 | 加仓 |
| MCK | MCKESSON CORP | $3.70万 | 0.02% | 49 | 10 | 25.6% | $7,557 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $3.69万 | 0.02% | 587 | 160 | 37.5% | $1.01万 | 加仓 |
| C | CITIGROUP INC | $3.68万 | 0.02% | 263 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $3.59万 | 0.02% | 384 | 74 | 23.9% | $6,912 | 加仓 |
| HON | HONEYWELL INTL INC | $3.46万 | 0.02% | 155 | -158 | -50.5% | -$3.53万 | 减仓 |
| IYM | ISHARES TR | $3.46万 | 0.02% | 193 | -318 | -62.2% | -$5.69万 | 减仓 |
| TRGP | TARGA RES CORP | $3.41万 | 0.02% | 127 | 11 | 9.5% | $2,950 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $3.40万 | 0.02% | 154 | 154 | — | $3.40万 | 新建仓 |
| STT | STATE STR CORP | $3.36万 | 0.02% | 198 | 39 | 24.5% | $6,614 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $3.33万 | 0.02% | 101 | 10 | 11.0% | $3,301 | 加仓 |
| AMT | AMERICAN TOWER CORP | $3.22万 | 0.02% | 197 | 5 | 2.6% | $818 | 加仓 |
| FIX | COMFORT SYS USA INC | $3.17万 | 0.02% | 16 | 3 | 23.1% | $5,946 | 加仓 |
| ENS | ENERSYS | $3.13万 | 0.02% | 134 | 67 | 100.0% | $1.57万 | 加仓 |
| LOW | LOWES COS INC | $3.13万 | 0.02% | 142 | -21 | -12.9% | -$4,630 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $3.13万 | 0.02% | 757 | 328 | 76.5% | $1.36万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $3.06万 | 0.01% | 23 | 9 | 64.3% | $1.20万 | 加仓 |
| ADBE | ADOBE INC | $3.05万 | 0.01% | 149 | 25 | 20.2% | $5,126 | 加仓 |
| MCO | MOODYS CORP | $3.03万 | 0.01% | 67 | 17 | 34.0% | $7,700 | 加仓 |
| LQD | ISHARES TR | $3.01万 | 0.01% | 276 | 3 | 1.1% | $328 | 加仓 |
| XYZ | BLOCK INC | $2.98万 | 0.01% | 392 | 24 | 6.5% | $1,824 | 加仓 |
| FTNT | FORTINET INC | $2.96万 | 0.01% | 193 | 37 | 23.7% | $5,684 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2.95万 | 0.01% | 191 | 2 | 1.1% | $309 | 加仓 |
| D | DOMINION ENERGY INC | $2.95万 | 0.01% | 432 | 30 | 7.5% | $2,049 | 加仓 |
| CUZ | COUSINS PPTYS INC | $2.85万 | 0.01% | 952 | 239 | 33.5% | $7,165 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $2.83万 | 0.01% | 632 | 3 | 0.5% | $134 | 加仓 |
| DAL | DELTA AIR LINES INC | $2.80万 | 0.01% | 299 | 72 | 31.7% | $6,744 | 加仓 |
| CIEN | CIENA CORP | $2.80万 | 0.01% | 57 | 5 | 9.6% | $2,453 | 加仓 |
| IEFA | ISHARES TR | $2.79万 | 0.01% | 289 | 1 | 0.3% | $97 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $2.78万 | 0.01% | 113 | 18 | 18.9% | $4,432 | 加仓 |
| SAN | BANCO SANTANDER SA | $2.78万 | 0.01% | 2,014 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $2.78万 | 0.01% | 45 | 30 | 200.0% | $1.85万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $2.77万 | 0.01% | 33 | 24 | 266.7% | $2.01万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2.77万 | 0.01% | 20 | 3 | 17.6% | $4,150 | 加仓 |
| PPG | PPG INDS INC | $2.62万 | 0.01% | 216 | -18 | -7.7% | -$2,187 | 减仓 |
| HUM | HUMANA INC | $2.62万 | 0.01% | 66 | 18 | 37.5% | $7,154 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2.62万 | 0.01% | 146 | 27 | 22.7% | $4,849 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $2.58万 | 0.01% | 221 | 73 | 49.3% | $8,524 | 加仓 |
| AZO | AUTOZONE INC | $2.56万 | 0.01% | 8 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $2.55万 | 0.01% | 104 | 22 | 26.8% | $5,396 | 加仓 |
| VMI | VALMONT INDS INC | $2.54万 | 0.01% | 44 | 39 | 780.0% | $2.25万 | 加仓 |
| EOG | EOG RES INC | $2.52万 | 0.01% | 194 | 59 | 43.7% | $7,654 | 加仓 |
| ROST | ROSS STORES INC | $2.51万 | 0.01% | 118 | 27 | 29.7% | $5,747 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $2.51万 | 0.01% | 64 | 64 | — | $2.51万 | 新建仓 |
| PSX | PHILLIPS 66 | $2.49万 | 0.01% | 147 | 23 | 18.5% | $3,888 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $2.47万 | 0.01% | 223 | -19 | -7.9% | -$2,102 | 减仓 |
| BYD | BOYD GAMING CORP | $2.41万 | 0.01% | 272 | 40 | 17.2% | $3,538 | 加仓 |
| LEN | LENNAR CORP | $2.38万 | 0.01% | 263 | 103 | 64.4% | $9,321 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $2.37万 | 0.01% | 139 | 139 | — | $2.37万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $2.36万 | 0.01% | 76 | 36 | 90.0% | $1.12万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $2.33万 | 0.01% | 773 | 259 | 50.4% | $7,812 | 加仓 |
| HPQ | HP INC | $2.27万 | 0.01% | 1,033 | 47 | 4.8% | $1,035 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2.25万 | 0.01% | 54 | 12 | 28.6% | $4,989 | 加仓 |
| NTAP | NETAPP INC | $2.24万 | 0.01% | 145 | 15 | 11.5% | $2,318 | 加仓 |
| BWA | BORGWARNER INC | $2.23万 | 0.01% | 336 | 245 | 269.2% | $1.63万 | 加仓 |
| EG | EVEREST GROUP LTD | $2.14万 | 0.01% | 60 | -7 | -10.4% | -$2,501 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $2.14万 | 0.01% | 106 | 2 | 1.9% | $403 | 加仓 |
| IONQ | IONQ INC | $2.13万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $2.13万 | 0.01% | 720 | 128 | 21.6% | $3,781 | 加仓 |
| — | ELECTRONIC ARTS INC | $2.11万 | 0.01% | 103 | 40 | 63.5% | $8,202 | 加仓 |
| TXT | TEXTRON INC | $2.10万 | 0.01% | 229 | 57 | 33.1% | $5,229 | 加仓 |
| ADSK | AUTODESK INC | $2.10万 | 0.01% | 108 | 71 | 191.9% | $1.38万 | 加仓 |
| BIIB | BIOGEN INC | $2.10万 | 0.01% | 97 | 27 | 38.6% | $5,834 | 加仓 |
| UNM | UNUM GROUP | $2.08万 | 0.01% | 233 | 38 | 19.5% | $3,397 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $2.06万 | 0.01% | 400 | 86 | 27.4% | $4,427 | 加仓 |
| CNC | CENTENE CORP DEL | $2.05万 | 0.01% | 319 | -50 | -13.6% | -$3,210 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $2.05万 | 0.01% | 391 | 84 | 27.4% | $4,399 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $2.02万 | 0.01% | 115 | 19 | 19.8% | $3,340 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $2.01万 | 0.01% | 64 | 20 | 45.5% | $6,292 | 加仓 |
| DASH | DOORDASH INC | $1.99万 | 0.01% | 108 | 25 | 30.1% | $4,613 | 加仓 |
| MOG/A | MOOG INC | $1.99万 | 0.01% | 47 | 47 | — | $1.99万 | 新建仓 |
| PLXS | PLEXUS CORP | $1.98万 | 0.01% | 66 | 66 | — | $1.98万 | 新建仓 |