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 |
|---|---|---|---|---|---|---|---|---|
| WTM | WHITE MTNS INS GROUP LTD | $4,147 | 0.00% | 2 | 2 | — | $4,147 | 新建仓 |
| NOK | NOKIA CORP | $4,144 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $4,140 | 0.00% | 54 | -28 | -34.1% | -$2,147 | 减仓 |
| CF | CF INDUSTRIES HOLD | $4,114 | 0.00% | 38 | -16 | -29.6% | -$1,732 | 减仓 |
| KVUE | KENVUE INC | $4,109 | 0.00% | 215 | -224 | -51.0% | -$4,281 | 减仓 |
| DRS | LEONARDO DRS INC | $4,097 | 0.00% | 96 | 96 | — | $4,097 | 新建仓 |
| RBRK | RUBRIK INC. | $4,095 | 0.00% | 51 | -40 | -44.0% | -$3,212 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $4,075 | 0.00% | 57 | 44 | 338.5% | $3,146 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $4,056 | 0.00% | 524 | 524 | — | $4,056 | 新建仓 |
| DY | DYCOM INDS INC | $4,045 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $4,042 | 0.00% | 160 | 80 | 100.0% | $2,021 | 加仓 |
| VREX | VAREX IMAGING CORP | $4,037 | 0.00% | 387 | 387 | — | $4,037 | 新建仓 |
| — | FLEXSHARES TR | $4,018 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION | $4,015 | 0.00% | 55 | 1 | 1.9% | $73 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $4,010 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $3,987 | 0.00% | 133 | -17 | -11.3% | -$510 | 减仓 |
| INGR | INGREDION INC | $3,978 | 0.00% | 42 | 25 | 147.1% | $2,368 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $3,939 | 0.00% | 229 | 229 | — | $3,939 | 新建仓 |
| FRHC | FREEDOM HOLDING CORP | $3,915 | 0.00% | 30 | 30 | — | $3,915 | 新建仓 |
| MKL | MARKEL GROUP INC | $3,907 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $3,849 | 0.00% | 55 | 6 | 12.2% | $420 | 加仓 |
| BDC | BELDEN INC | $3,836 | 0.00% | 32 | 8 | 33.3% | $959 | 加仓 |
| DGS | WISDOMTREE TR | $3,818 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| GEF | GREIF INC | $3,799 | 0.00% | 51 | -48 | -48.5% | -$3,576 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $3,797 | 0.00% | 38 | 38 | — | $3,797 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $3,784 | 0.00% | 129 | -58 | -31.0% | -$1,701 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $3,772 | 0.00% | 61 | 61 | — | $3,772 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $3,771 | 0.00% | 30 | -2 | -6.2% | -$251 | 减仓 |
| LINE | LINEAGE INC | $3,763 | 0.00% | 87 | 87 | — | $3,763 | 新建仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $3,731 | 0.00% | 26 | 26 | — | $3,731 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $3,727 | 0.00% | 47 | 2 | 4.4% | $159 | 加仓 |
| UMBF | UMB FINL CORP | $3,712 | 0.00% | 26 | 5 | 23.8% | $714 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $3,660 | 0.00% | 14 | 5 | 55.6% | $1,307 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $3,660 | 0.00% | 110 | 17 | 18.3% | $566 | 加仓 |
| ALLE | ALLEGION PLC | $3,653 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $3,640 | 0.00% | 223 | 223 | — | $3,640 | 新建仓 |
| ADAM | ADAMAS TRUST INC. | $3,602 | 0.00% | 384 | 384 | — | $3,602 | 新建仓 |
| AVY | AVERY DENNISON CORP | $3,572 | 0.00% | 22 | -10 | -31.2% | -$1,624 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $3,511 | 0.00% | 48 | -31 | -39.2% | -$2,268 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $3,502 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $3,499 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $3,460 | 0.00% | 21 | -21 | -50.0% | -$3,460 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $3,460 | 0.00% | 45 | 45 | — | $3,460 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $3,442 | 0.00% | 63 | 5 | 8.6% | $273 | 加仓 |
| VVV | VALVOLINE INC | $3,440 | 0.00% | 87 | 17 | 24.3% | $672 | 重新持有 |
| ARKX | ARK ETF TR | $3,412 | 0.00% | 100 | 100 | — | $3,412 | 新建仓 |
| CC | CHEMOURS CO | $3,407 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $3,403 | 0.00% | 45 | -18 | -28.6% | -$1,361 | 减仓 |
| VIRT | VIRTU FINL INC | $3,396 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO | $3,357 | 0.00% | 14 | 9 | 180.0% | $2,158 | 重新持有 |
| SMMV | ISHARES TR | $3,308 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $3,295 | 0.00% | 86 | 29 | 50.9% | $1,111 | 加仓 |
| PATH | UIPATH INC | $3,294 | 0.00% | 303 | 63 | 26.2% | $685 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $3,285 | 0.00% | 142 | 32 | 29.1% | $740 | 加仓 |
| ZS | ZSCALER INC | $3,247 | 0.00% | 23 | 11 | 91.7% | $1,553 | 加仓 |
| FTV | FORTIVE CORP | $3,237 | 0.00% | 53 | 26 | 96.3% | $1,588 | 加仓 |
| DOCS | DOXIMITY INC | $3,236 | 0.00% | 156 | 105 | 205.9% | $2,178 | 加仓 |
| MUSA | MURPHY USA INC | $3,234 | 0.00% | 6 | 6 | — | $3,234 | 新建仓 |
| TRMB | TRIMBLE INC | $3,225 | 0.00% | 63 | -99 | -61.1% | -$5,068 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $3,169 | 0.00% | 10 | -9 | -47.4% | -$2,852 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $3,158 | 0.00% | 24 | 8 | 50.0% | $1,053 | 加仓 |
| SLGN | SILGAN HLDGS INC | $3,155 | 0.00% | 68 | 68 | — | $3,155 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $3,154 | 0.00% | 19 | 3 | 18.8% | $498 | 加仓 |
| ORN | ORION GROUP HLDGS INC | $3,146 | 0.00% | 187 | 187 | — | $3,146 | 新建仓 |
| CNX | CNX RES CORP | $3,122 | 0.00% | 92 | 4 | 4.5% | $136 | 加仓 |
| BBY | BEST BUY INC | $3,071 | 0.00% | 40 | -28 | -41.2% | -$2,150 | 减仓 |
| TXNM | TXNM ENERGY INC | $3,067 | 0.00% | 54 | 54 | — | $3,067 | 新建仓 |
| TPG | TPG INC | $3,042 | 0.00% | 75 | 75 | — | $3,042 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $3,020 | 0.00% | 15 | 4 | 36.4% | $805 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $3,016 | 0.00% | 37 | 1 | 2.8% | $82 | 加仓 |
| SITM | SITIME CORP | $2,983 | 0.00% | 4 | 2 | 100.0% | $1,492 | 加仓 |
| CNO | CNO FINL GROUP INC | $2,957 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $2,954 | 0.00% | 11 | 1 | 10.0% | $269 | 加仓 |
| IEX | IDEX CORP | $2,951 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $2,940 | 0.00% | 187 | -52 | -21.8% | -$818 | 减仓 |
| NOVT | NOVANTA INC | $2,921 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $2,916 | 0.00% | 23 | -10 | -30.3% | -$1,268 | 重新持有 |
| ESTC | ELASTIC N V | $2,909 | 0.00% | 51 | 51 | — | $2,909 | 新建仓 |
| MUR | MURPHY OIL CORP | $2,898 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $2,888 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $2,878 | 0.00% | 73 | 36 | 97.3% | $1,419 | 加仓 |
| TTD | THE TRADE DESK INC | $2,875 | 0.00% | 159 | 106 | 200.0% | $1,917 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $2,862 | 0.00% | 327 | 83 | 34.0% | $726 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2,846 | 0.00% | 164 | 23 | 16.3% | $399 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $2,844 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $2,821 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $2,817 | 0.00% | 10 | -6 | -37.5% | -$1,690 | 减仓 |
| — | QORVO INC | $2,799 | 0.00% | 30 | 21 | 233.3% | $1,959 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $2,791 | 0.00% | 31 | -36 | -53.7% | -$3,241 | 减仓 |
| ICUI | ICU MED INC | $2,786 | 0.00% | 19 | -6 | -24.0% | -$880 | 减仓 |
| BOKF | BOK FINL CORP | $2,778 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC | $2,773 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $2,760 | 0.00% | 60 | 3 | 5.3% | $138 | 加仓 |
| AGNC | AGNC INVT CORP | $2,758 | 0.00% | 253 | -273 | -51.9% | -$2,976 | 减仓 |
| WYNN | WYNN RESORTS LTD | $2,719 | 0.00% | 28 | 22 | 366.7% | $2,136 | 加仓 |
| AEE | AMEREN CORP | $2,713 | 0.00% | 24 | -17 | -41.5% | -$1,922 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $2,713 | 0.00% | 33 | 2 | 6.5% | $164 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $2,697 | 0.00% | 11 | 1 | 10.0% | $245 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $2,674 | 0.00% | 73 | 2 | 2.8% | $73 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $2,648 | 0.00% | 462 | 0 | 0.0% | — | 不变 |