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 |
|---|---|---|---|---|---|---|---|---|
| TRU | TRANSUNION | $3,045 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $3,044 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $3,043 | 0.00% | 18 | 9 | 100.0% | $1,522 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $3,016 | 0.00% | 260 | 53 | 25.6% | $615 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $3,002 | 0.00% | 285 | 285 | — | $3,002 | 新建仓 |
| LAD | LITHIA MTRS INC | $2,997 | 0.00% | 12 | 7 | 140.0% | $1,748 | 加仓 |
| TEX | TEREX CORP NEW | $2,896 | 0.00% | 49 | 29 | 145.0% | $1,714 | 加仓 |
| H | HYATT HOTELS CORP | $2,876 | 0.00% | 20 | 20 | — | $2,876 | 新建仓 |
| ARW | ARROW ELECTRS INC | $2,869 | 0.00% | 20 | 20 | — | $2,869 | 新建仓 |
| EXP | EAGLE MATLS INC | $2,842 | 0.00% | 15 | 15 | — | $2,842 | 新建仓 |
| SCI | SERVICE CORP INTL | $2,806 | 0.00% | 34 | 24 | 240.0% | $1,981 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $2,800 | 0.00% | 18 | 3 | 20.0% | $467 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $2,796 | 0.00% | 21 | 1 | 5.0% | $133 | 重新持有 |
| BDC | BELDEN INC | $2,756 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $2,720 | 0.00% | 37 | 8 | 27.6% | $588 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $2,720 | 0.00% | 239 | 127 | 113.4% | $1,445 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $2,714 | 0.00% | 76 | 48 | 171.4% | $1,714 | 加仓 |
| — | GATES INDL CORP PLC | $2,714 | 0.00% | 120 | 120 | — | $2,714 | 新建仓 |
| ILMN | ILLUMINA INC | $2,712 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $2,711 | 0.00% | 8 | 8 | — | $2,711 | 新建仓 |
| DXCM | DEXCOM INC | $2,701 | 0.00% | 43 | 27 | 168.8% | $1,696 | 加仓 |
| FTI | TECHNIPFMC PLC | $2,697 | 0.00% | 39 | 39 | — | $2,697 | 新建仓 |
| KROS | KEROS THERAPEUTICS INC | $2,694 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $2,664 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $2,657 | 0.00% | 14 | 4 | 40.0% | $759 | 加仓 |
| FCN | FTI CONSULTING INC | $2,652 | 0.00% | 15 | 2 | 15.4% | $354 | 加仓 |
| INCY | INCYTE CORP | $2,636 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $2,629 | 0.00% | 25 | 25 | — | $2,629 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $2,617 | 0.00% | 9 | 2 | 28.6% | $582 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $2,601 | 0.00% | 42 | 28 | 200.0% | $1,734 | 加仓 |
| VFC | V F CORP | $2,583 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| — | CARNIVAL PLC | $2,577 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP | $2,562 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $2,546 | 0.00% | 194 | -4 | -2.0% | -$52 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $2,546 | 0.00% | 33 | 33 | — | $2,546 | 新建仓 |
| CDW | CDW CORP | $2,542 | 0.00% | 21 | 18 | 600.0% | $2,179 | 加仓 |
| NOK | NOKIA CORP | $2,509 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| VIRT | VIRTU FINL INC | $2,507 | 0.00% | 57 | 57 | — | $2,507 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $2,494 | 0.00% | 95 | 95 | — | $2,494 | 新建仓 |
| CROX | CROCS INC | $2,491 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $2,468 | 0.00% | 9 | -1 | -10.0% | -$274 | 减仓 |
| IEX | IDEX CORP | $2,465 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $2,460 | 0.00% | 50 | 6 | 13.6% | $295 | 加仓 |
| NWL | NEWELL BRANDS INC | $2,457 | 0.00% | 714 | 465 | 186.7% | $1,600 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $2,456 | 0.00% | 23 | 23 | — | $2,456 | 新建仓 |
| MDB | MONGODB INC | $2,448 | 0.00% | 10 | 2 | 25.0% | $490 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $2,442 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| FRPT | FRESHPET INC | $2,418 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| — | APELLIS PHARMACEUTICALS INC | $2,414 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $2,413 | 0.00% | 58 | 49 | 544.4% | $2,039 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2,399 | 0.00% | 28 | 28 | — | $2,399 | 新建仓 |
| — | LEGGETT & PLATT INC | $2,385 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINL GROUP INC | $2,382 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| EXLS | EXLSERVICE HLDGS INC | $2,376 | 0.00% | 78 | 78 | — | $2,376 | 新建仓 |
| UMBF | UMB FINL CORP | $2,369 | 0.00% | 21 | 21 | — | $2,369 | 新建仓 |
| BALL | BALL CORP | $2,365 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $2,350 | 0.00% | 76 | 76 | — | $2,350 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $2,329 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $2,323 | 0.00% | 63 | 63 | — | $2,323 | 新建仓 |
| ELF | E L F BEAUTY INC | $2,304 | 0.00% | 38 | 28 | 280.0% | $1,698 | 加仓 |
| EPAM | EPAM SYS INC | $2,302 | 0.00% | 17 | 5 | 41.7% | $677 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $2,296 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $2,288 | 0.00% | 16 | 16 | — | $2,288 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $2,287 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $2,257 | 0.00% | 105 | -51 | -32.7% | -$1,096 | 减仓 |
| VNO | VORNADO RLTY TR | $2,236 | 0.00% | 86 | -22 | -20.4% | -$572 | 减仓 |
| CXT | CRANE NXT CO | $2,233 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| PPC | PILGRIMS PRIDE CORP | $2,228 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $2,228 | 0.00% | 244 | 244 | — | $2,228 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $2,223 | 0.00% | 27 | 22 | 440.0% | $1,811 | 加仓 |
| GPC | GENUINE PARTS CO | $2,221 | 0.00% | 21 | 8 | 61.5% | $846 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $2,219 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $2,218 | 0.00% | 30 | -9 | -23.1% | -$665 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $2,197 | 0.00% | 93 | 25 | 36.8% | $591 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $2,197 | 0.00% | 31 | 31 | — | $2,197 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $2,195 | 0.00% | 11 | 11 | — | $2,195 | 新建仓 |
| HL | HECLA MINING COMPANY | $2,180 | 0.00% | 117 | 117 | — | $2,180 | 新建仓 |
| AIZ | ASSURANT INC | $2,179 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,178 | 0.00% | 16 | 3 | 23.1% | $408 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $2,171 | 0.00% | 27 | -9 | -25.0% | -$724 | 减仓 |
| FICO | FAIR ISAAC CORP | $2,136 | 0.00% | 2 | -2 | -50.0% | -$2,136 | 减仓 |
| ACI | ALBERTSONS COS INC | $2,130 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| NOVT | NOVANTA INC | $2,126 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2,123 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $2,100 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $2,098 | 0.00% | 52 | 13 | 33.3% | $524 | 加仓 |
| EXPO | EXPONENT INC | $2,088 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| SLAB | SILICON LABORATORIES INC | $2,082 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $2,080 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $2,076 | 0.00% | 11 | 3 | 37.5% | $566 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $2,076 | 0.00% | 98 | 34 | 53.1% | $720 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $2,054 | 0.00% | 110 | 110 | — | $2,054 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $2,043 | 0.00% | 462 | 161 | 53.5% | $712 | 加仓 |
| WPC | WP CAREY INC | $2,034 | 0.00% | 34 | -33 | -49.3% | -$1,974 | 减仓 |
| TR | TOOTSIE ROLL INDS INC | $2,008 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $2,008 | 0.00% | 111 | 111 | — | $2,008 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2,006 | 0.00% | 8 | -14 | -63.6% | -$3,510 | 减仓 |
| MAN | MANPOWERGROUP INC WIS | $2,004 | 0.00% | 68 | 44 | 183.3% | $1,297 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2,001 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $2,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |