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 |
|---|---|---|---|---|---|---|---|---|
| DBEF | DBX ETF TR | $8,195 | 0.00% | 150 | -1 | -0.7% | -$55 | 减仓 |
| BAX | BAXTER INTL INC | $8,187 | 0.00% | 384 | 349 | 997.1% | $7,441 | 加仓 |
| CBT | CABOT CORP | $8,174 | 0.00% | 90 | 3 | 3.4% | $272 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $8,150 | 0.00% | 115 | 108 | 1,542.9% | $7,654 | 加仓 |
| BRO | BROWN & BROWN INC | $8,148 | 0.00% | 127 | 107 | 535.0% | $6,865 | 加仓 |
| IVZ | INVESCO LTD | $8,129 | 0.00% | 308 | 308 | — | $8,129 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $8,107 | 0.00% | 71 | 21 | 42.0% | $2,398 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $8,072 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $8,011 | 0.00% | 15 | -5 | -25.0% | -$2,670 | 减仓 |
| PVH | PVH CORPORATION | $7,946 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $7,942 | 0.00% | 468 | 78 | 20.0% | $1,324 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $7,933 | 0.00% | 31 | 2 | 6.9% | $512 | 加仓 |
| INVH | INVITATION HOMES INC | $7,896 | 0.00% | 260 | 39 | 17.6% | $1,184 | 加仓 |
| FN | FABRINET | $7,870 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| KMT | KENNAMETAL INC | $7,852 | 0.00% | 224 | 224 | — | $7,852 | 新建仓 |
| AVNT | AVIENT CORPORATION | $7,845 | 0.00% | 211 | 59 | 38.8% | $2,194 | 加仓 |
| GTLB | GITLAB INC | $7,816 | 0.00% | 256 | 256 | — | $7,816 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $7,781 | 0.00% | 56 | 14 | 33.3% | $1,945 | 加仓 |
| COWZ | PACER FDS TR | $7,775 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $7,702 | 0.00% | 53 | 6 | 12.8% | $872 | 加仓 |
| PBF | PBF ENERGY INC | $7,693 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $7,659 | 0.00% | 55 | 34 | 161.9% | $4,735 | 加仓 |
| MSTR | STRATEGY INC | $7,650 | 0.00% | 88 | 53 | 151.4% | $4,607 | 加仓 |
| P | EVERPURE INC | $7,643 | 0.00% | 97 | 1 | 1.0% | $79 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $7,624 | 0.00% | 98 | 81 | 476.5% | $6,301 | 重新持有 |
| GNRC | GENERAC HLDGS INC | $7,614 | 0.00% | 26 | 2 | 8.3% | $586 | 加仓 |
| HR | HEALTHCARE RLTY TR | $7,504 | 0.00% | 372 | 121 | 48.2% | $2,441 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $7,484 | 0.00% | 154 | 25 | 19.4% | $1,215 | 加仓 |
| ALV | AUTOLIV INC | $7,435 | 0.00% | 64 | 39 | 156.0% | $4,531 | 加仓 |
| RMBS | RAMBUS INC DEL | $7,434 | 0.00% | 56 | 9 | 19.1% | $1,195 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $7,390 | 0.00% | 103 | -109 | -51.4% | -$7,820 | 减仓 |
| ZD | ZIFF DAVIS INC | $7,385 | 0.00% | 141 | 141 | — | $7,385 | 新建仓 |
| WEN | WENDYS CO | $7,370 | 0.00% | 889 | 62 | 7.5% | $514 | 加仓 |
| IQV | IQVIA HLDGS INC | $7,343 | 0.00% | 38 | -42 | -52.5% | -$8,116 | 减仓 |
| G | GENPACT LIMITED | $7,288 | 0.00% | 265 | 265 | — | $7,288 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $7,283 | 0.00% | 403 | 11 | 2.8% | $199 | 加仓 |
| CMS | CMS ENERGY CORP | $7,268 | 0.00% | 95 | 4 | 4.4% | $306 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $7,261 | 0.00% | 215 | 147 | 216.2% | $4,964 | 加仓 |
| M | MACYS INC | $7,252 | 0.00% | 307 | 196 | 176.6% | $4,630 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $7,248 | 0.00% | 95 | 31 | 48.4% | $2,365 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $7,245 | 0.00% | 66 | -73 | -52.5% | -$8,013 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $7,205 | 0.00% | 281 | 6 | 2.2% | $154 | 加仓 |
| XPO | XPO INC | $7,186 | 0.00% | 35 | 3 | 9.4% | $616 | 加仓 |
| AES | AES CORP | $7,184 | 0.00% | 490 | 15 | 3.2% | $220 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $7,087 | 0.00% | 62 | 8 | 14.8% | $914 | 加仓 |
| ZG | ZILLOW GROUP INC | $7,059 | 0.00% | 225 | 160 | 246.2% | $5,020 | 重新持有 |
| MDB | MONGODB INC | $7,054 | 0.00% | 21 | 11 | 110.0% | $3,695 | 加仓 |
| GIS | GENERAL MILLS INC | $7,030 | 0.00% | 202 | -72 | -26.3% | -$2,506 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $7,013 | 0.00% | 63 | 56 | 800.0% | $6,234 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $7,000 | 0.00% | 415 | 197 | 90.4% | $3,323 | 加仓 |
| IOT | SAMSARA INC | $6,973 | 0.00% | 215 | 215 | — | $6,973 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $6,965 | 0.00% | 283 | 10 | 3.7% | $246 | 加仓 |
| VLTO | VERALTO CORP | $6,934 | 0.00% | 78 | -43 | -35.5% | -$3,823 | 减仓 |
| PTC | PTC INC | $6,931 | 0.00% | 61 | 24 | 64.9% | $2,727 | 加仓 |
| BALL | BALL CORP | $6,864 | 0.00% | 110 | 70 | 175.0% | $4,368 | 加仓 |
| U | UNITY SOFTWARE INC | $6,860 | 0.00% | 240 | -4 | -1.6% | -$114 | 减仓 |
| CRSR | CORSAIR GAMING INC | $6,847 | 0.00% | 708 | 708 | — | $6,847 | 新建仓 |
| NVR | NVR INC | $6,814 | 0.00% | 1 | 1 | — | $6,814 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $6,806 | 0.00% | 131 | -5 | -3.7% | -$260 | 减仓 |
| DOCU | DOCUSIGN INC | $6,797 | 0.00% | 153 | 51 | 50.0% | $2,266 | 加仓 |
| CBRE | CBRE GROUP INC | $6,735 | 0.00% | 50 | -161 | -76.3% | -$2.17万 | 减仓 |
| TPR | TAPESTRY INC | $6,734 | 0.00% | 46 | 8 | 21.1% | $1,171 | 加仓 |
| DOW | DOW HLDGS INC | $6,731 | 0.00% | 246 | 6 | 2.5% | $164 | 加仓 |
| COIN | COINBASE GLOBAL INC | $6,725 | 0.00% | 46 | -23 | -33.3% | -$3,362 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $6,666 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $6,652 | 0.00% | 144 | 30 | 26.3% | $1,386 | 加仓 |
| BKH | BLACK HILLS CORP | $6,622 | 0.00% | 89 | -10 | -10.1% | -$744 | 减仓 |
| SARO | STANDARDAERO INC | $6,611 | 0.00% | 221 | 221 | — | $6,611 | 新建仓 |
| RGLD | ROYAL GOLD INC | $6,588 | 0.00% | 33 | -24 | -42.1% | -$4,791 | 减仓 |
| MSM | MSC INDL DIRECT INC | $6,543 | 0.00% | 55 | 18 | 48.6% | $2,141 | 加仓 |
| ALC | ALCON AG | $6,542 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $6,529 | 0.00% | 485 | 265 | 120.5% | $3,567 | 加仓 |
| EXP | EAGLE MATLS INC | $6,528 | 0.00% | 29 | 14 | 93.3% | $3,151 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $6,517 | 0.00% | 334 | 3 | 0.9% | $59 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $6,478 | 0.00% | 74 | 8 | 12.1% | $700 | 加仓 |
| FOXA | FOX CORP | $6,468 | 0.00% | 124 | 3 | 2.5% | $156 | 加仓 |
| SYNA | SYNAPTICS INC | $6,460 | 0.00% | 52 | 8 | 18.2% | $994 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $6,438 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $6,406 | 0.00% | 128 | 15 | 13.3% | $751 | 加仓 |
| LAD | LITHIA MTRS INC | $6,391 | 0.00% | 22 | 10 | 83.3% | $2,905 | 加仓 |
| HUBS | HUBSPOT INC | $6,388 | 0.00% | 35 | 13 | 59.1% | $2,373 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $6,378 | 0.00% | 199 | 15 | 8.2% | $481 | 加仓 |
| AA | ALCOA CORP | $6,362 | 0.00% | 122 | 97 | 388.0% | $5,058 | 加仓 |
| CASY | CASEYS GEN STORES INC | $6,359 | 0.00% | 8 | 1 | 14.3% | $795 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $6,356 | 0.00% | 63 | 10 | 18.9% | $1,009 | 加仓 |
| MKC | MCCORMICK & CO INC | $6,353 | 0.00% | 126 | -35 | -21.7% | -$1,765 | 减仓 |
| ULTA | ULTA BEAUTY INC | $6,314 | 0.00% | 14 | 8 | 133.3% | $3,608 | 加仓 |
| HUBB | HUBBELL INC | $6,279 | 0.00% | 12 | 2 | 20.0% | $1,046 | 加仓 |
| WRB | BERKLEY W R CORP | $6,278 | 0.00% | 89 | 43 | 93.5% | $3,033 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $6,278 | 0.00% | 341 | 341 | — | $6,278 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $6,269 | 0.00% | 39 | 2 | 5.4% | $321 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $6,243 | 0.00% | 3 | 1 | 50.0% | $2,081 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $6,233 | 0.00% | 108 | 108 | — | $6,233 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $6,203 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $6,152 | 0.00% | 117 | 60 | 105.3% | $3,155 | 加仓 |
| FLR | FLUOR CORP | $6,130 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $6,124 | 0.00% | 27 | 16 | 145.5% | $3,629 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $6,116 | 0.00% | 43 | 10 | 30.3% | $1,422 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $6,112 | 0.00% | 109 | 12 | 12.4% | $673 | 加仓 |
| KHC | KRAFT HEINZ CO | $6,094 | 0.00% | 258 | -56 | -17.8% | -$1,323 | 减仓 |