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 |
|---|---|---|---|---|---|---|---|---|
| — | ETFIS SER TR I | $10.97万 | 0.01% | 2,375 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $11.01万 | 0.01% | 1,033 | 16 | 1.6% | $1,706 | 加仓 |
| IWN | ISHARES TR | $11.06万 | 0.01% | 500 | -23 | -4.4% | -$5,088 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $11.19万 | 0.01% | 385 | 1 | 0.3% | $291 | 加仓 |
| CMS | CMS ENERGY CORP | $11.19万 | 0.01% | 1,463 | 406 | 38.4% | $3.11万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $11.24万 | 0.01% | 418 | -2 | -0.5% | -$538 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $11.43万 | 0.01% | 3,361 | 54 | 1.6% | $1,836 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $11.49万 | 0.01% | 232 | 140 | 152.2% | $6.93万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $11.54万 | 0.02% | 970 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $11.63万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $11.77万 | 0.02% | 750 | -150 | -16.7% | -$2.35万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $11.80万 | 0.02% | 333 | 54 | 19.4% | $1.91万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $11.80万 | 0.02% | 420 | -4 | -0.9% | -$1,124 | 减仓 |
| — | GLOBAL X FDS | $11.83万 | 0.02% | 2,700 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $11.88万 | 0.02% | 186 | 31 | 20.0% | $1.98万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $11.96万 | 0.02% | 3,122 | 18 | 0.6% | $690 | 加仓 |
| FISV | FISERV INC | $11.96万 | 0.02% | 2,439 | -147 | -5.7% | -$7,210 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $12.00万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $12.00万 | 0.02% | 1,089 | 1,089 | — | $12.00万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $12.09万 | 0.02% | 413 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $12.12万 | 0.02% | 264 | -8 | -2.9% | -$3,673 | 减仓 |
| XYL | XYLEM INC | $12.32万 | 0.02% | 1,042 | -27 | -2.5% | -$3,192 | 减仓 |
| IUSG | ISHARES TR | $12.40万 | 0.02% | 659 | 659 | — | $12.40万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $12.44万 | 0.02% | 1,455 | -30 | -2.0% | -$2,564 | 减仓 |
| CRM | SALESFORCE INC | $12.45万 | 0.02% | 795 | -33 | -4.0% | -$5,170 | 减仓 |
| BLOK | AMPLIFY ETF TR | $12.59万 | 0.02% | 2,010 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $12.61万 | 0.02% | 701 | -1 | -0.1% | -$180 | 减仓 |
| AFL | AFLAC INC | $12.72万 | 0.02% | 1,085 | 225 | 26.2% | $2.64万 | 加仓 |
| EIX | EDISON INTL | $12.74万 | 0.02% | 1,711 | 640 | 59.8% | $4.76万 | 加仓 |
| CI | THE CIGNA GROUP | $12.79万 | 0.02% | 464 | 14 | 3.1% | $3,860 | 加仓 |
| VLO | VALERO ENERGY CORP | $13.02万 | 0.02% | 500 | 35 | 7.5% | $9,115 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $13.14万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $13.29万 | 0.02% | 2,152 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $13.37万 | 0.02% | 769 | 45 | 6.2% | $7,823 | 加仓 |
| NOW | SERVICENOW INC | $13.42万 | 0.02% | 1,352 | 61 | 4.7% | $6,056 | 加仓 |
| ADSK | AUTODESK INC | $13.47万 | 0.02% | 693 | 27 | 4.1% | $5,249 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $13.49万 | 0.02% | 508 | 1 | 0.2% | $266 | 加仓 |
| COO | COOPER COS INC | $13.53万 | 0.02% | 1,887 | -79 | -4.0% | -$5,665 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $13.54万 | 0.02% | 1,115 | -71 | -6.0% | -$8,622 | 减仓 |
| EQIX | EQUINIX INC | $13.66万 | 0.02% | 131 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $13.90万 | 0.02% | 499 | 36 | 7.8% | $1.00万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $14.01万 | 0.02% | 959 | -4 | -0.4% | -$584 | 减仓 |
| BOTZ | GLOBAL X FDS | $14.04万 | 0.02% | 3,700 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $14.16万 | 0.02% | 1,045 | 64 | 6.5% | $8,670 | 加仓 |
| RACE | FERRARI N V | $14.41万 | 0.02% | 387 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $14.51万 | 0.02% | 865 | 42 | 5.1% | $7,045 | 加仓 |
| KXI | ISHARES TR | $14.52万 | 0.02% | 2,150 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $14.57万 | 0.02% | 570 | 53 | 10.3% | $1.36万 | 加仓 |
| AIQ | GLOBAL X FDS | $14.60万 | 0.02% | 2,225 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $14.62万 | 0.02% | 1,332 | 30 | 2.3% | $3,293 | 加仓 |
| INFL | LISTED FDS TR | $14.66万 | 0.02% | 2,939 | 8 | 0.3% | $399 | 加仓 |
| ALAB | ASTERA LABS INC | $14.88万 | 0.02% | 308 | 250 | 431.0% | $12.08万 | 加仓 |
| ALL | ALLSTATE CORP | $15.04万 | 0.02% | 632 | 42 | 7.1% | $9,994 | 加仓 |
| PPG | PPG INDS INC | $15.33万 | 0.02% | 1,264 | -12 | -0.9% | -$1,455 | 减仓 |
| BHP | BHP BILLITON LIMITED | $15.37万 | 0.02% | 1,845 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $15.83万 | 0.02% | 5,046 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $15.98万 | 0.02% | 5,830 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $16.09万 | 0.02% | 1,285 | 4 | 0.3% | $501 | 加仓 |
| KNF | KNIFE RIVER CORP | $16.17万 | 0.02% | 1,933 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $16.27万 | 0.02% | 906 | 66 | 7.9% | $1.19万 | 加仓 |
| AON | AON PLC | $16.52万 | 0.02% | 498 | 57 | 12.9% | $1.89万 | 加仓 |
| ES | EVERSOURCE ENERGY | $16.52万 | 0.02% | 2,286 | -84 | -3.5% | -$6,071 | 减仓 |
| PWR | QUANTA SVCS INC | $16.56万 | 0.02% | 230 | -68 | -22.8% | -$4.90万 | 减仓 |
| NUSC | NUSHARES ETF TR | $16.69万 | 0.02% | 3,203 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $17.02万 | 0.02% | 3,417 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $17.22万 | 0.02% | 1,878 | -42 | -2.2% | -$3,851 | 减仓 |
| XHB | SPDR SERIES TRUST | $17.33万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $17.47万 | 0.02% | 2,265 | 2,048 | 943.8% | $15.79万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $17.56万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $17.56万 | 0.02% | 1,325 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $17.57万 | 0.02% | 688 | 90 | 15.1% | $2.30万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $17.98万 | 0.02% | 1,668 | -12 | -0.7% | -$1,293 | 减仓 |
| EWY | ISHARES INC | $18.17万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $18.61万 | 0.02% | 1,574 | -5 | -0.3% | -$591 | 减仓 |
| ESGU | ISHARES TR | $18.66万 | 0.02% | 1,140 | 1,140 | — | $18.66万 | 新建仓 |
| IJR | ISHARES TR | $18.84万 | 0.02% | 1,270 | 438 | 52.6% | $6.50万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $18.89万 | 0.02% | 2,327 | -21 | -0.9% | -$1,704 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $18.96万 | 0.02% | 989 | 35 | 3.7% | $6,711 | 加仓 |
| WELL | WELLTOWER INC | $19.20万 | 0.02% | 846 | -79 | -8.5% | -$1.79万 | 减仓 |
| SOXX | ISHARES TR | $19.22万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $19.42万 | 0.03% | 391 | -5 | -1.3% | -$2,484 | 减仓 |
| IONQ | IONQ INC | $19.43万 | 0.03% | 3,649 | 2,249 | 160.6% | $11.98万 | 加仓 |
| INTU | INTUIT | $19.52万 | 0.03% | 748 | -17 | -2.2% | -$4,437 | 减仓 |
| BIIB | BIOGEN INC | $19.55万 | 0.03% | 905 | 4 | 0.4% | $864 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $19.63万 | 0.03% | 3,979 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $19.68万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $19.91万 | 0.03% | 417 | 13 | 3.2% | $6,208 | 加仓 |
| KIE | SPDR SERIES TRUST | $20.13万 | 0.03% | 3,300 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $20.18万 | 0.03% | 158 | 12 | 8.2% | $1.53万 | 加仓 |
| SNOW | SNOWFLAKE INC | $20.39万 | 0.03% | 801 | 1 | 0.1% | $255 | 加仓 |
| IWO | ISHARES TR | $20.41万 | 0.03% | 518 | -81 | -13.5% | -$3.19万 | 减仓 |
| ICSH | ISHARES TR | $20.57万 | 0.03% | 4,068 | 42 | 1.0% | $2,124 | 加仓 |
| TM | TOYOTA MOTOR CORP | $20.61万 | 0.03% | 1,224 | -5 | -0.4% | -$842 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $20.79万 | 0.03% | 554 | 34 | 6.5% | $1.28万 | 加仓 |
| ITA | ISHARES TR | $20.85万 | 0.03% | 860 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $20.93万 | 0.03% | 1,841 | -88 | -4.6% | -$1.00万 | 减仓 |
| BGGG | BAILLIE GIFFORD ETF TR | $21.14万 | 0.03% | 5,994 | 5,994 | — | $21.14万 | 新建仓 |
| AN | AUTONATION INC | $21.27万 | 0.03% | 1,145 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $21.31万 | 0.03% | 1,755 | 91 | 5.5% | $1.10万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $21.35万 | 0.03% | 2,458 | -98 | -3.8% | -$8,510 | 减仓 |