Manchester Capital Management LLC
MANCHESTER VT · SEC CIK 0001393389
$7.68亿2026Q2 申报市值
1,313持仓数
47.3%前十大占比 · 第一大 15.9%
59 / 62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
Z 加仓+$1,432.78万
VTEC 新建仓+$181.08万
RDDT 加仓+$92.52万
VGSH 加仓+$82.09万
IGIB 加仓+$78.16万
2026Q2 卖出最多 按季末市值估算
FTAI 减仓-$2,265.45万
UPS 减仓-$875.24万
VYM 减仓-$129.27万
DSI 减仓-$91.43万
VTV 减仓-$79.52万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1.22亿 | 15.87% | 163,294 | -477 | -0.3% | -$35.62万 | 减仓 |
| AAPL | APPLE INC | $7,193.56万 | 9.36% | 248,602 | 246 | 0.1% | $7.12万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $2,771.99万 | 3.61% | 257,859 | -81,418 | -24.0% | -$875.24万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,607.22万 | 3.39% | 37,961 | 987 | 2.7% | $67.79万 | 加仓 |
| AMZN | AMAZON COM INC | $2,600.58万 | 3.38% | 109,112 | 499 | 0.5% | $11.89万 | 加仓 |
| GOOG | ALPHABET INC | $1,988.02万 | 2.59% | 56,265 | 196 | 0.3% | $6.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,962.68万 | 2.55% | 98,090 | 302 | 0.3% | $6.04万 | 加仓 |
| DSI | ISHARES TR | $1,832.56万 | 2.38% | 128,700 | -6,421 | -4.8% | -$91.43万 | 减仓 |
| GOOGL | ALPHABET INC | $1,755.44万 | 2.28% | 49,121 | 371 | 0.8% | $13.26万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,466.34万 | 1.91% | 39,310 | 296 | 0.8% | $11.04万 | 加仓 |
| Z | ZILLOW GROUP INC | $1,433.03万 | 1.86% | 454,643 | 454,561 | 554,342.7% | $1,432.78万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,356.21万 | 1.76% | 27,103 | -88 | -0.3% | -$4.40万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,028.64万 | 1.34% | 127,670 | -278 | -0.2% | -$2.24万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $972.70万 | 1.27% | 51,055 | -782 | -1.5% | -$14.90万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $940.65万 | 1.22% | 43,163 | -3,649 | -7.8% | -$79.52万 | 减仓 |
| TSLA | TESLA INC | $817.69万 | 1.06% | 19,441 | 1,170 | 6.4% | $49.21万 | 加仓 |
| OEF | ISHARES TR | $777.99万 | 1.01% | 21,264 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $737.14万 | 0.96% | 61,675 | -6,021 | -8.9% | -$71.96万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $554.59万 | 0.72% | 21,837 | -54 | -0.2% | -$1.37万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $535.50万 | 0.70% | 34,119 | -315 | -0.9% | -$4.94万 | 减仓 |
| ORCL | ORACLE CORP | $530.47万 | 0.69% | 36,197 | 39 | 0.1% | $5,715 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.20万 | 0.68% | 7 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $498.66万 | 0.65% | 16,451 | -1,636 | -9.0% | -$49.59万 | 减仓 |
| ABBV | ABBVIE INC | $478.37万 | 0.62% | 19,010 | 37 | 0.2% | $9,311 | 加仓 |
| LLY | ELI LILLY & CO | $468.89万 | 0.61% | 3,909 | 45 | 1.2% | $5.40万 | 加仓 |
| MRK | MERCK & CO INC | $465.16万 | 0.61% | 36,199 | -55 | -0.2% | -$7,068 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $446.64万 | 0.58% | 62,686 | 4,583 | 7.9% | $32.65万 | 加仓 |
| APH | AMPHENOL CORP | $443.02万 | 0.58% | 25,126 | 99 | 0.4% | $1.75万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $434.96万 | 0.57% | 13,288 | 128 | 1.0% | $4.19万 | 加仓 |
| IWM | ISHARES TR | $426.70万 | 0.56% | 14,202 | -22 | -0.2% | -$6,610 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $423.57万 | 0.55% | 43,925 | 2,122 | 5.1% | $20.46万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $410.43万 | 0.53% | 70,520 | 14,104 | 25.0% | $82.09万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $407.20万 | 0.53% | 25,767 | -8,180 | -24.1% | -$129.27万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $391.19万 | 0.51% | 3,389 | 153 | 4.7% | $17.66万 | 加仓 |
| AVGO | BROADCOM INC | $376.77万 | 0.49% | 9,974 | 157 | 1.6% | $5.93万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $375.78万 | 0.49% | 62,956 | 3,906 | 6.6% | $23.31万 | 加仓 |
| HD | HOME DEPOT INC | $370.81万 | 0.48% | 10,514 | 94 | 0.9% | $3.32万 | 加仓 |
| WMT | WALMART INC | $361.82万 | 0.47% | 31,946 | 212 | 0.7% | $2.40万 | 加仓 |
| QCOM | QUALCOMM INC | $352.41万 | 0.46% | 19,071 | 44 | 0.2% | $8,131 | 加仓 |
| FTAI | FTAI AVIATION LTD | $317.95万 | 0.41% | 11,753 | -83,741 | -87.7% | -$2,265.45万 | 减仓 |
| CSCO | CISCO SYS INC | $314.68万 | 0.41% | 26,790 | 1,082 | 4.2% | $12.71万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $309.45万 | 0.40% | 8,363 | -797 | -8.7% | -$29.49万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $303.75万 | 0.40% | 3,247 | -1 | -0.0% | -$935 | 减仓 |
| BDX | BECTON DICKINSON & CO | $288.16万 | 0.38% | 19,042 | -159 | -0.8% | -$2.41万 | 减仓 |
| IVV | ISHARES TR | $269.83万 | 0.35% | 3,603 | -168 | -4.5% | -$12.58万 | 减仓 |
| V | VISA INC | $255.09万 | 0.33% | 7,435 | -18 | -0.2% | -$6,176 | 减仓 |
| EOG | EOG RES INC | $253.40万 | 0.33% | 19,533 | -309 | -1.6% | -$4.01万 | 减仓 |
| IWD | ISHARES TR | $249.31万 | 0.32% | 10,284 | -171 | -1.6% | -$4.15万 | 减仓 |
| IEFA | ISHARES TR | $244.52万 | 0.32% | 25,318 | 2,587 | 11.4% | $24.99万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $242.43万 | 0.32% | 16,532 | -291 | -1.7% | -$4.27万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $237.37万 | 0.31% | 28,343 | -81 | -0.3% | -$6,784 | 减仓 |
| IWB | ISHARES TR | $236.69万 | 0.31% | 5,780 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $236.48万 | 0.31% | 8,694 | 31 | 0.4% | $8,432 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $225.11万 | 0.29% | 5,416 | 134 | 2.5% | $5.57万 | 加仓 |
| UPST | UPSTART HLDGS INC | $223.46万 | 0.29% | 63,072 | 18,138 | 40.4% | $64.26万 | 加仓 |
| IWR | ISHARES TR | $215.87万 | 0.28% | 19,568 | -1,500 | -7.1% | -$16.55万 | 减仓 |
| QQQ | INVESCO QQQ TR | $214.12万 | 0.28% | 2,908 | -78 | -2.6% | -$5.74万 | 减仓 |
| MCD | MCDONALDS CORP | $210.06万 | 0.27% | 7,771 | -44 | -0.6% | -$1.19万 | 减仓 |
| INTC | INTEL CORP | $209.00万 | 0.27% | 14,968 | 17 | 0.1% | $2,374 | 加仓 |
| VUG | VANGUARD INDEX FDS | $208.47万 | 0.27% | 24,201 | -675 | -2.7% | -$5.81万 | 减仓 |
| RDDT | REDDIT INC | $202.90万 | 0.26% | 11,689 | 5,330 | 83.8% | $92.52万 | 加仓 |
| IVW | ISHARES TR | $200.16万 | 0.26% | 14,554 | -20 | -0.1% | -$2,751 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $195.75万 | 0.25% | 4,537 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $187.78万 | 0.24% | 22,720 | 8,763 | 62.8% | $72.43万 | 加仓 |
| RKT | ROCKET COS INC | $182.46万 | 0.24% | 115,848 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $182.23万 | 0.24% | 10,224 | -1 | -0.0% | -$178 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $181.08万 | 0.24% | 18,000 | 18,000 | — | $181.08万 | 新建仓 |
| LOW | LOWES COS INC | $173.72万 | 0.23% | 7,879 | 126 | 1.6% | $2.78万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $170.78万 | 0.22% | 4,670 | -17 | -0.4% | -$6,217 | 减仓 |
| CVX | CHEVRON CORPORATION | $168.73万 | 0.22% | 10,179 | 313 | 3.2% | $5.19万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $168.56万 | 0.22% | 3,282 | -310 | -8.6% | -$15.92万 | 减仓 |
| IWF | ISHARES TR | $168.32万 | 0.22% | 13,556 | -1,368 | -9.2% | -$16.99万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $168.23万 | 0.22% | 2,896 | 237 | 8.9% | $13.77万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $167.80万 | 0.22% | 13,282 | 12 | 0.1% | $1,516 | 加仓 |
| GLD | SPDR GOLD TR | $165.96万 | 0.22% | 4,505 | -103 | -2.2% | -$3.79万 | 减仓 |
| VFH | VANGUARD WORLD FD | $160.05万 | 0.21% | 12,162 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $153.83万 | 0.20% | 10,154 | 103 | 1.0% | $1.56万 | 加仓 |
| IGIB | ISHARES TR | $149.13万 | 0.19% | 28,047 | 14,700 | 110.1% | $78.16万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $149.03万 | 0.19% | 4,406 | 66 | 1.5% | $2.23万 | 加仓 |
| AMGN | AMGEN INC | $147.58万 | 0.19% | 4,076 | 42 | 1.0% | $1.52万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $145.50万 | 0.19% | 5,174 | 71 | 1.4% | $2.00万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $144.87万 | 0.19% | 5,970 | -8 | -0.1% | -$1,941 | 减仓 |
| LRCX | LAM RESEARCH CORP | $142.09万 | 0.18% | 3,279 | 118 | 3.7% | $5.11万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $139.51万 | 0.18% | 15,375 | -2,074 | -11.9% | -$18.82万 | 减仓 |
| ADI | ANALOG DEVICES INC | $132.93万 | 0.17% | 3,347 | 24 | 0.7% | $9,532 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $126.53万 | 0.16% | 1,799 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $125.84万 | 0.16% | 925 | -5 | -0.5% | -$6,802 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $121.63万 | 0.16% | 8,411 | -1 | -0.0% | -$145 | 减仓 |
| AMAT | APPLIED MATLS INC | $118.93万 | 0.15% | 1,645 | 11 | 0.7% | $7,953 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $118.80万 | 0.15% | 201,018 | -59,466 | -22.8% | -$35.14万 | 减仓 |
| DBEF | DBX ETF TR | $118.14万 | 0.15% | 21,626 | -84 | -0.4% | -$4,589 | 减仓 |
| LH | LABCORP HOLDINGS INC | $116.76万 | 0.15% | 4,170 | 10 | 0.2% | $2,800 | 加仓 |
| VOT | VANGUARD INDEX FDS | $115.66万 | 0.15% | 3,776 | -464 | -10.9% | -$14.21万 | 减仓 |
| C | CITIGROUP INC | $115.40万 | 0.15% | 8,245 | -322 | -3.8% | -$4.51万 | 减仓 |
| TXN | TEXAS INSTRS INC | $115.20万 | 0.15% | 3,865 | 46 | 1.2% | $1.37万 | 加仓 |
| RTX | RTX CORPORATION | $114.18万 | 0.15% | 6,018 | 40 | 0.7% | $7,589 | 加仓 |
| IEMG | ISHARES INC | $113.05万 | 0.15% | 13,647 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $112.92万 | 0.15% | 3,011 | 7 | 0.2% | $2,625 | 加仓 |
| ASML | ASML HLDG NV | $111.81万 | 0.15% | 562 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $111.46万 | 0.15% | 4,527 | 108 | 2.4% | $2.66万 | 加仓 |