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 |
|---|---|---|---|---|---|---|---|---|
| AGCO | AGCO CORP | $5,985 | 0.00% | 50 | 49 | 4,900.0% | $5,865 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $5,951 | 0.00% | 96 | 96 | — | $5,951 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $5,902 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $5,859 | 0.00% | 59 | 16 | 37.2% | $1,589 | 加仓 |
| CSL | CARLISLE COS INC | $5,804 | 0.00% | 16 | -5 | -23.8% | -$1,814 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $5,802 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $5,794 | 0.00% | 83 | 33 | 66.0% | $2,304 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $5,776 | 0.00% | 65 | -9 | -12.2% | -$800 | 减仓 |
| TLN | TALEN ENERGY CORP | $5,764 | 0.00% | 15 | 15 | — | $5,764 | 新建仓 |
| SKYW | SKYWEST INC | $5,762 | 0.00% | 58 | 58 | — | $5,762 | 新建仓 |
| SLM | SLM CORP | $5,759 | 0.00% | 222 | -19 | -7.9% | -$493 | 减仓 |
| LII | LENNOX INTL INC | $5,730 | 0.00% | 10 | 1 | 11.1% | $573 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $5,727 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $5,726 | 0.00% | 56 | 44 | 366.7% | $4,499 | 加仓 |
| FTI | TECHNIPFMC PLC | $5,702 | 0.00% | 86 | 47 | 120.5% | $3,116 | 加仓 |
| EL | LAUDER ESTEE COS INC | $5,685 | 0.00% | 72 | -14 | -16.3% | -$1,105 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $5,677 | 0.00% | 31 | 9 | 40.9% | $1,648 | 加仓 |
| — | GATES INDL CORP PLC | $5,650 | 0.00% | 202 | 82 | 68.3% | $2,294 | 加仓 |
| CALY | CALLAWAY GOLF CO | $5,637 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $5,612 | 0.00% | 226 | 5 | 2.3% | $124 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $5,562 | 0.00% | 41 | -67 | -62.0% | -$9,089 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $5,548 | 0.00% | 31 | 27 | 675.0% | $4,832 | 加仓 |
| VAL | VALARIS LTD | $5,518 | 0.00% | 76 | 1 | 1.3% | $73 | 加仓 |
| MOS | MOSAIC CO | $5,489 | 0.00% | 259 | -8 | -3.0% | -$170 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $5,485 | 0.00% | 100 | 12 | 13.6% | $658 | 加仓 |
| PPL | PPL CORP | $5,458 | 0.00% | 150 | -199 | -57.0% | -$7,241 | 减仓 |
| HRB | BLOCK H & R INC | $5,408 | 0.00% | 142 | -6 | -4.1% | -$229 | 减仓 |
| BURL | BURLINGTON STORES INC | $5,386 | 0.00% | 17 | 3 | 21.4% | $950 | 加仓 |
| CENX | CENTURY ALUM CO | $5,384 | 0.00% | 117 | 117 | — | $5,384 | 新建仓 |
| CLH | CLEAN HARBORS INC | $5,378 | 0.00% | 18 | 13 | 260.0% | $3,884 | 加仓 |
| PPLI | PEOPLE INC | $5,355 | 0.00% | 116 | 94 | 427.3% | $4,339 | 加仓 |
| INGM | INGRAM MICRO HLDG CORP | $5,349 | 0.00% | 195 | 195 | — | $5,349 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $5,339 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $5,336 | 0.00% | 25 | 5 | 25.0% | $1,067 | 加仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $5,328 | 0.00% | 178 | 178 | — | $5,328 | 新建仓 |
| VICR | VICOR CORP | $5,317 | 0.00% | 14 | 10 | 250.0% | $3,798 | 加仓 |
| CCK | CROWN HLDGS INC | $5,256 | 0.00% | 47 | 47 | — | $5,256 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $5,237 | 0.00% | 28 | 16 | 133.3% | $2,993 | 加仓 |
| RL | RALPH LAUREN CORP | $5,224 | 0.00% | 13 | 1 | 8.3% | $402 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $5,224 | 0.00% | 13 | 1 | 8.3% | $402 | 加仓 |
| RDDT | REDDIT INC | $5,208 | 0.00% | 30 | 26 | 650.0% | $4,514 | 加仓 |
| HXL | HEXCEL CORP NEW | $5,204 | 0.00% | 52 | 7 | 15.6% | $701 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $5,144 | 0.00% | 58 | -5 | -7.9% | -$443 | 减仓 |
| KD | KYNDRYL HLDGS INC | $5,136 | 0.00% | 454 | 260 | 134.0% | $2,941 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $5,110 | 0.00% | 107 | 8 | 8.1% | $382 | 加仓 |
| IR | INGERSOLL RAND INC | $5,084 | 0.00% | 62 | -80 | -56.3% | -$6,560 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $5,084 | 0.00% | 43 | -4 | -8.5% | -$473 | 减仓 |
| RAL | RALLIANT CORP | $5,081 | 0.00% | 69 | 11 | 19.0% | $810 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5,080 | 0.00% | 119 | -129 | -52.0% | -$5,507 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $5,061 | 0.00% | 143 | 19 | 15.3% | $672 | 加仓 |
| NIO | NIO INC | $5,060 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $5,057 | 0.00% | 27 | 27 | — | $5,057 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $5,047 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $5,028 | 0.00% | 145 | 145 | — | $5,028 | 新建仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $4,969 | 0.00% | 45 | 3 | 7.1% | $331 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $4,960 | 0.00% | 48 | -7 | -12.7% | -$723 | 减仓 |
| DINO | HF SINCLAIR CORP | $4,946 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $4,939 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $4,910 | 0.00% | 46 | 3 | 7.0% | $320 | 加仓 |
| W | WAYFAIR INC | $4,899 | 0.00% | 53 | 8 | 17.8% | $739 | 加仓 |
| DTM | DT MIDSTREAM INC | $4,864 | 0.00% | 33 | 23 | 230.0% | $3,390 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $4,854 | 0.00% | 62 | 62 | — | $4,854 | 新建仓 |
| GDDY | GODADDY INC | $4,839 | 0.00% | 57 | 20 | 54.1% | $1,698 | 重新持有 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $4,814 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $4,802 | 0.00% | 190 | 11 | 6.1% | $278 | 加仓 |
| ORI | OLD REP INTL CORP | $4,788 | 0.00% | 117 | -19 | -14.0% | -$778 | 减仓 |
| ULS | UL SOLUTIONS INC | $4,788 | 0.00% | 47 | 47 | — | $4,788 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $4,770 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP | $4,766 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $4,739 | 0.00% | 62 | 4 | 6.9% | $306 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $4,710 | 0.00% | 46 | 46 | — | $4,710 | 新建仓 |
| HQY | HEALTHEQUITY INC | $4,697 | 0.00% | 52 | 1 | 2.0% | $90 | 加仓 |
| IT | GARTNER INC | $4,667 | 0.00% | 36 | 5 | 16.1% | $648 | 加仓 |
| GAP | GAP INC | $4,614 | 0.00% | 247 | 247 | — | $4,614 | 新建仓 |
| SSD | SIMPSON MFG INC | $4,606 | 0.00% | 22 | 18 | 450.0% | $3,769 | 加仓 |
| OMC | OMNICOM GROUP INC | $4,603 | 0.00% | 63 | -35 | -35.7% | -$2,557 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $4,590 | 0.00% | 21 | 11 | 110.0% | $2,404 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $4,588 | 0.00% | 26 | 2 | 8.3% | $353 | 加仓 |
| AVTR | AVANTOR INC | $4,584 | 0.00% | 463 | 385 | 493.6% | $3,812 | 加仓 |
| MZTI | MARZETTI COMPANY | $4,567 | 0.00% | 40 | 40 | — | $4,567 | 新建仓 |
| KSS | KOHLS CORP | $4,537 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $4,529 | 0.00% | 24 | 10 | 71.4% | $1,887 | 加仓 |
| BRKR | BRUKER CORP | $4,512 | 0.00% | 75 | 75 | — | $4,512 | 新建仓 |
| ATR | APTARGROUP INC | $4,508 | 0.00% | 36 | 2 | 5.9% | $250 | 加仓 |
| SEB | SEABOARD CORP DEL | $4,465 | 0.00% | 1 | 1 | — | $4,465 | 新建仓 |
| FLS | FLOWSERVE CORP | $4,456 | 0.00% | 60 | 23 | 62.2% | $1,708 | 加仓 |
| ELF | E L F BEAUTY INC | $4,440 | 0.00% | 60 | 22 | 57.9% | $1,628 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $4,431 | 0.00% | 249 | -146 | -37.0% | -$2,598 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $4,396 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $4,390 | 0.00% | 34 | 11 | 47.8% | $1,420 | 加仓 |
| FDS | FACTSET RESH SYS INC | $4,372 | 0.00% | 19 | -1 | -5.0% | -$230 | 减仓 |
| INCY | INCYTE CORP | $4,308 | 0.00% | 38 | 10 | 35.7% | $1,134 | 加仓 |
| AN | AUTONATION INC | $4,274 | 0.00% | 23 | 17 | 283.3% | $3,159 | 加仓 |
| MATX | MATSON INC | $4,230 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $4,212 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $4,212 | 0.00% | 10 | 1 | 11.1% | $421 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $4,193 | 0.00% | 79 | -197 | -71.4% | -$1.05万 | 减仓 |
| BSY | BENTLEY SYS INC | $4,185 | 0.00% | 140 | 121 | 636.8% | $3,617 | 加仓 |
| CACI | CACI INTL INC | $4,170 | 0.00% | 9 | 7 | 350.0% | $3,243 | 加仓 |
| VC | VISTEON CORP | $4,167 | 0.00% | 42 | 0 | 0.0% | — | 不变 |