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 |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP | $6.01万 | 0.01% | 192 | -1 | -0.5% | -$313 | 减仓 |
| DOX | AMDOCS LTD | $6.06万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $6.10万 | 0.01% | 192 | -9 | -4.5% | -$2,858 | 减仓 |
| BBH | VANECK ETF TRUST | $6.10万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $6.10万 | 0.01% | 2,781 | -290 | -9.4% | -$6,363 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $6.10万 | 0.01% | 194 | 30 | 18.3% | $9,438 | 加仓 |
| XRT | SPDR SERIES TRUST | $6.14万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $6.18万 | 0.01% | 2,278 | 364 | 19.0% | $9,868 | 加仓 |
| IRM | IRON MTN INC DEL | $6.20万 | 0.01% | 491 | 55 | 12.6% | $6,947 | 加仓 |
| VMC | VULCAN MATLS CO | $6.22万 | 0.01% | 211 | 31 | 17.2% | $9,145 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $6.26万 | 0.01% | 651 | 14 | 2.2% | $1,346 | 加仓 |
| EQNR | EQUINOR ASA | $6.35万 | 0.01% | 2,021 | 33 | 1.7% | $1,036 | 加仓 |
| ET | ENERGY TRANSFER L P | $6.36万 | 0.01% | 3,328 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $6.38万 | 0.01% | 411 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $6.38万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $6.39万 | 0.01% | 48 | 6 | 14.3% | $7,992 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $6.50万 | 0.01% | 671 | 257 | 62.1% | $2.49万 | 加仓 |
| SRE | SEMPRA | $6.54万 | 0.01% | 705 | -4 | -0.6% | -$371 | 减仓 |
| PSX | PHILLIPS 66 | $6.54万 | 0.01% | 387 | 46 | 13.5% | $7,776 | 加仓 |
| SMH | VANECK ETF TRUST | $6.56万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $6.59万 | 0.01% | 648 | 22 | 3.5% | $2,236 | 加仓 |
| CMCSA | COMCAST CORP NEW | $6.59万 | 0.01% | 2,684 | -1,562 | -36.8% | -$3.83万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $6.65万 | 0.01% | 3,443 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $6.72万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $6.76万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $6.80万 | 0.01% | 2,486 | -36 | -1.4% | -$985 | 减仓 |
| HUM | HUMANA INC | $6.83万 | 0.01% | 172 | 41 | 31.3% | $1.63万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $6.83万 | 0.01% | 297 | -1,941 | -86.7% | -$44.66万 | 减仓 |
| PTC | PTC INC | $6.87万 | 0.01% | 605 | -21 | -3.4% | -$2,386 | 减仓 |
| SONY | SONY GROUP CORP | $6.88万 | 0.01% | 3,430 | -15 | -0.4% | -$301 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $6.95万 | 0.01% | 595 | 11 | 1.9% | $1,284 | 加仓 |
| TGT | TARGET CORP | $6.96万 | 0.01% | 533 | -891 | -62.6% | -$11.64万 | 减仓 |
| — | SOURCE CAPITAL | $6.99万 | 0.01% | 1,520 | 20 | 1.3% | $920 | 加仓 |
| SPYV | SPDR SERIES TRUST | $7.05万 | 0.01% | 1,160 | -290 | -20.0% | -$1.76万 | 减仓 |
| VTRS | VIATRIS INC | $7.11万 | 0.01% | 4,478 | 7 | 0.2% | $111 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $7.15万 | 0.01% | 830 | -38 | -4.4% | -$3,271 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $7.17万 | 0.01% | 1,291 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $7.17万 | 0.01% | 94 | -7 | -6.9% | -$5,342 | 减仓 |
| TOST | TOAST INC | $7.24万 | 0.01% | 2,601 | 8 | 0.3% | $223 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $7.38万 | 0.01% | 2,445 | 115 | 4.9% | $3,473 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $7.40万 | 0.01% | 509 | -5 | -1.0% | -$727 | 减仓 |
| VOD | VODAFONE GROUP PLC | $7.40万 | 0.01% | 5,599 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $7.45万 | 0.01% | 4,649 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $7.47万 | 0.01% | 258 | 1 | 0.4% | $289 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $7.50万 | 0.01% | 418 | 85 | 25.5% | $1.53万 | 加仓 |
| VTR | VENTAS INC | $7.53万 | 0.01% | 848 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $7.58万 | 0.01% | 220 | -10 | -4.3% | -$3,443 | 减仓 |
| LEN | LENNAR CORP | $7.59万 | 0.01% | 839 | 50 | 6.3% | $4,525 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $7.68万 | 0.01% | 718 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $7.68万 | 0.01% | 2,090 | -910 | -30.3% | -$3.35万 | 减仓 |
| TRI | THOMSON REUTERS CORP | $7.69万 | 0.01% | 942 | -12 | -1.3% | -$980 | 减仓 |
| FSLR | FIRST SOLAR INC | $7.72万 | 0.01% | 327 | -5 | -1.5% | -$1,180 | 减仓 |
| DHI | D R HORTON INC | $7.80万 | 0.01% | 479 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $7.80万 | 0.01% | 723 | 60 | 9.0% | $6,476 | 加仓 |
| OMC | OMNICOM GROUP INC | $7.88万 | 0.01% | 1,082 | -54 | -4.8% | -$3,933 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $7.97万 | 0.01% | 1,766 | -9 | -0.5% | -$406 | 减仓 |
| SE | SEA LTD | $7.97万 | 0.01% | 832 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $8.00万 | 0.01% | 157 | -1 | -0.6% | -$509 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $8.02万 | 0.01% | 2,062 | -121 | -5.5% | -$4,705 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $8.09万 | 0.01% | 588 | 0 | 0.0% | — | 不变 |
| XRNPX | COHEN & STEERS REIT & PFD & | $8.12万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $8.30万 | 0.01% | 100 | 1 | 1.0% | $830 | 加仓 |
| HCA | HCA HEALTHCARE INC | $8.30万 | 0.01% | 213 | -35 | -14.1% | -$1.36万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $8.37万 | 0.01% | 752 | -25 | -3.2% | -$2,783 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $8.42万 | 0.01% | 1,240 | -9 | -0.7% | -$611 | 减仓 |
| CPAY | CORPAY INC | $8.43万 | 0.01% | 253 | -1 | -0.4% | -$333 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $8.44万 | 0.01% | 1,204 | -9 | -0.7% | -$631 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $8.85万 | 0.01% | 3,752 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $8.91万 | 0.01% | 1,166 | -7 | -0.6% | -$535 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $8.99万 | 0.01% | 1,429 | 202 | 16.5% | $1.27万 | 加仓 |
| ARKG | ARK ETF TR | $9.09万 | 0.01% | 2,160 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $9.11万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $9.12万 | 0.01% | 1,274 | -178 | -12.3% | -$1.27万 | 减仓 |
| UNM | UNUM GROUP | $9.16万 | 0.01% | 1,025 | -2 | -0.2% | -$179 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $9.23万 | 0.01% | 389 | 6 | 1.6% | $1,424 | 加仓 |
| CNI | CANADIAN NATL RY CO | $9.27万 | 0.01% | 777 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $9.32万 | 0.01% | 535 | 6 | 1.1% | $1,046 | 加仓 |
| XEL | XCEL ENERGY INC | $9.38万 | 0.01% | 1,168 | 31 | 2.7% | $2,489 | 加仓 |
| SHEL | SHELL PLC | $9.44万 | 0.01% | 1,217 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $9.46万 | 0.01% | 616 | -18 | -2.8% | -$2,765 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $9.47万 | 0.01% | 318 | 105 | 49.3% | $3.13万 | 加仓 |
| SNY | SANOFI SA | $9.65万 | 0.01% | 2,261 | 654 | 40.7% | $2.79万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $9.72万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $9.81万 | 0.01% | 10,235 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $9.90万 | 0.01% | 4,045 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $9.93万 | 0.01% | 227 | 1 | 0.4% | $438 | 加仓 |
| APP | APPLOVIN CORP | $9.94万 | 0.01% | 193 | 45 | 30.4% | $2.32万 | 加仓 |
| CSX | CSX CORP | $9.97万 | 0.01% | 2,097 | 217 | 11.5% | $1.03万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $10.09万 | 0.01% | 5,628 | 5,599 | 19,306.9% | $10.04万 | 加仓 |
| IETC | ISHARES U S ETF TR | $10.14万 | 0.01% | 945 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $10.20万 | 0.01% | 702 | -1 | -0.1% | -$145 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $10.24万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $10.31万 | 0.01% | 529 | -14 | -2.6% | -$2,728 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $10.58万 | 0.01% | 461 | 141 | 44.1% | $3.24万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $10.64万 | 0.01% | 4,489 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $10.67万 | 0.01% | 559 | 1 | 0.2% | $191 | 加仓 |
| HEFA | ISHARES TR | $10.69万 | 0.01% | 2,279 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $10.80万 | 0.01% | 1,242 | 164 | 15.2% | $1.43万 | 加仓 |
| RIO | RIO TINTO PLC | $10.88万 | 0.01% | 1,146 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $10.90万 | 0.01% | 113 | 2 | 1.8% | $1,930 | 加仓 |