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 |
|---|---|---|---|---|---|---|---|---|
| ESS | ESSEX PPTY TR INC | $2,646 | 0.00% | 9 | -10 | -52.6% | -$2,940 | 减仓 |
| DUOL | DUOLINGO INC | $2,646 | 0.00% | 23 | 23 | — | $2,646 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2,618 | 0.00% | 124 | 17 | 15.9% | $359 | 加仓 |
| KROS | KEROS THERAPEUTICS INC | $2,611 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $2,536 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| UPWK | UPWORK INC | $2,534 | 0.00% | 303 | 303 | — | $2,534 | 新建仓 |
| PINS | PINTEREST INC | $2,524 | 0.00% | 120 | -209 | -63.5% | -$4,396 | 减仓 |
| AOS | SMITH A O CORP | $2,509 | 0.00% | 40 | 40 | — | $2,509 | 新建仓 |
| SHC | SOTERA HEALTH CO | $2,485 | 0.00% | 140 | 42 | 42.9% | $746 | 加仓 |
| PII | POLARIS INC | $2,464 | 0.00% | 36 | 2 | 5.9% | $137 | 加仓 |
| IVES | WEDBUSH SER TR | $2,459 | 0.00% | 65 | 65 | — | $2,459 | 新建仓 |
| MRCY | MERCURY SYS INC | $2,445 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $2,431 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC | $2,399 | 0.00% | 20 | 4 | 25.0% | $480 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $2,358 | 0.00% | 50 | -50 | -50.0% | -$2,358 | 减仓 |
| WY | WEYERHAEUSER CO | $2,347 | 0.00% | 98 | -77 | -44.0% | -$1,844 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $2,322 | 0.00% | 45 | -2 | -4.3% | -$103 | 减仓 |
| MMS | MAXIMUS INC | $2,312 | 0.00% | 43 | 43 | — | $2,312 | 新建仓 |
| AUR | AURORA INNOVATION INC | $2,197 | 0.00% | 322 | 322 | — | $2,197 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $2,192 | 0.00% | 16 | 9 | 128.6% | $1,233 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $2,174 | 0.00% | 32 | -47 | -59.5% | -$3,193 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $2,150 | 0.00% | 43 | 7 | 19.4% | $350 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2,142 | 0.00% | 14 | 14 | — | $2,142 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION | $2,127 | 0.00% | 87 | 87 | — | $2,127 | 新建仓 |
| ETSY | ETSY INC | $2,110 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $2,109 | 0.00% | 60 | -24 | -28.6% | -$844 | 减仓 |
| SF | STIFEL FINL CORP | $2,094 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $2,085 | 0.00% | 27 | 2 | 8.0% | $154 | 加仓 |
| YETI | YETI HLDGS INC | $2,082 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP | $2,074 | 0.00% | 26 | 1 | 4.0% | $80 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $2,061 | 0.00% | 25 | 25 | — | $2,061 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $2,005 | 0.00% | 28 | -52 | -65.0% | -$3,724 | 减仓 |
| LOPE | GRAND CANYON ED INC | $2,004 | 0.00% | 14 | 14 | — | $2,004 | 新建仓 |
| UTL | UNITIL CORP | $2,003 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC | $1,995 | 0.00% | 170 | -71 | -29.5% | -$833 | 减仓 |
| LYFT | LYFT INC | $1,987 | 0.00% | 136 | 11 | 8.8% | $161 | 加仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $1,983 | 0.00% | 76 | 76 | — | $1,983 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $1,978 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $1,963 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $1,945 | 0.00% | 38 | -17 | -30.9% | -$870 | 减仓 |
| CTRE | CARETRUST REIT INC | $1,915 | 0.00% | 47 | 47 | — | $1,915 | 新建仓 |
| WING | WINGSTOP INC | $1,908 | 0.00% | 11 | 3 | 37.5% | $520 | 加仓 |
| KEX | KIRBY CORP | $1,904 | 0.00% | 14 | 1 | 7.7% | $136 | 加仓 |
| ROL | ROLLINS INC | $1,879 | 0.00% | 45 | -30 | -40.0% | -$1,253 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1,845 | 0.00% | 37 | 37 | — | $1,845 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $1,820 | 0.00% | 18 | 18 | — | $1,820 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $1,779 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $1,773 | 0.00% | 5 | 1 | 25.0% | $355 | 加仓 |
| BIO | BIO RAD LABS INC | $1,762 | 0.00% | 6 | 1 | 20.0% | $294 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $1,748 | 0.00% | 117 | 117 | — | $1,748 | 新建仓 |
| TEX | TEREX CORP NEW | $1,738 | 0.00% | 24 | -25 | -51.0% | -$1,810 | 减仓 |
| UGI | UGI CORP NEW | $1,727 | 0.00% | 50 | -81 | -61.8% | -$2,798 | 减仓 |
| MLI | MUELLER INDS INC | $1,722 | 0.00% | 14 | 9 | 180.0% | $1,107 | 加仓 |
| QXO | QXO INC | $1,711 | 0.00% | 99 | 99 | — | $1,711 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1,699 | 0.00% | 28 | -30 | -51.7% | -$1,820 | 减仓 |
| CNM | CORE & MAIN INC | $1,689 | 0.00% | 35 | -33 | -48.5% | -$1,592 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $1,676 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $1,653 | 0.00% | 57 | -79 | -58.1% | -$2,291 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $1,653 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $1,621 | 0.00% | 59 | -196 | -76.9% | -$5,385 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $1,619 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $1,571 | 0.00% | 55 | 24 | 77.4% | $686 | 加仓 |
| OLN | OLIN CORP | $1,507 | 0.00% | 76 | -27 | -26.2% | -$535 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $1,498 | 0.00% | 34 | 4 | 13.3% | $176 | 加仓 |
| MSA | MSA SAFETY INC | $1,397 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $1,339 | 0.00% | 13 | -5 | -27.8% | -$515 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $1,334 | 0.00% | 35 | -41 | -53.9% | -$1,563 | 减仓 |
| MTDR | MATADOR RES CO | $1,295 | 0.00% | 26 | -89 | -77.4% | -$4,433 | 减仓 |
| HRL | HORMEL FOODS CORP | $1,291 | 0.00% | 52 | -93 | -64.1% | -$2,309 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $1,254 | 0.00% | 18 | 18 | — | $1,254 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $1,231 | 0.00% | 25 | 8 | 47.1% | $394 | 加仓 |
| CAR | AVIS BUDGET GROUP INC | $1,183 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $1,164 | 0.00% | 6 | -14 | -70.0% | -$2,716 | 减仓 |
| HUN | HUNTSMAN CORP | $1,158 | 0.00% | 109 | 3 | 2.8% | $32 | 加仓 |
| COKE | COCA COLA CONS INC | $1,146 | 0.00% | 6 | 2 | 50.0% | $382 | 加仓 |
| CPT | CAMDEN PPTY TR | $1,145 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $1,133 | 0.00% | 4 | 4 | — | $1,133 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $1,090 | 0.00% | 16 | -8 | -33.3% | -$545 | 减仓 |
| OGN | ORGANON & CO | $1,084 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $1,061 | 0.00% | 14 | -8 | -36.4% | -$606 | 减仓 |
| IDA | IDACORP INC | $1,060 | 0.00% | 7 | -9 | -56.2% | -$1,363 | 减仓 |
| QS | QUANTUMSCAPE CORP | $1,059 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC | $1,050 | 0.00% | 15 | 15 | — | $1,050 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $1,044 | 0.00% | 12 | 12 | — | $1,044 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,030 | 0.00% | 18 | 18 | — | $1,030 | 新建仓 |
| — | FEDERATED HERMES ETF TRUST | $1,002 | 0.00% | 43 | 43 | — | $1,002 | 新建仓 |
| AMCR | AMCOR PLC | $998 | 0.00% | 23 | 23 | — | $998 | 新建仓 |
| AAP | ADVANCE AUTO PARTS INC | $996 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $989 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $979 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $975 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $968 | 0.00% | 17 | 17 | — | $968 | 新建仓 |
| INSM | INSMED INC | $960 | 0.00% | 9 | -33 | -78.6% | -$3,520 | 减仓 |
| CART | MAPLEBEAR INC | $947 | 0.00% | 20 | 20 | — | $947 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $935 | 0.00% | 28 | 28 | — | $935 | 新建仓 |
| GPC | GENUINE PARTS CO | $927 | 0.00% | 8 | -13 | -61.9% | -$1,506 | 减仓 |
| SCI | SERVICE CORP INTL | $912 | 0.00% | 12 | -22 | -64.7% | -$1,672 | 减仓 |
| RVTY | REVVITY INC | $891 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $875 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL CORPORATION | $870 | 0.00% | 6 | 0 | 0.0% | — | 不变 |