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 |
|---|---|---|---|---|---|---|---|---|
| IYH | ISHARES TR | $44.66万 | 0.06% | 6,665 | -114 | -1.7% | -$7,639 | 减仓 |
| VDE | VANGUARD WORLD FD | $45.47万 | 0.06% | 3,029 | 102 | 3.5% | $1.53万 | 加仓 |
| — | ELECTRONIC ARTS INC | $46.52万 | 0.06% | 2,269 | -10 | -0.4% | -$2,050 | 减仓 |
| WY | WEYERHAEUSER CO | $47.22万 | 0.06% | 19,726 | 7 | 0.0% | $168 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $47.34万 | 0.06% | 2,617 | 5 | 0.2% | $905 | 加仓 |
| NDAQ | NASDAQ INC | $47.67万 | 0.06% | 6,048 | -18 | -0.3% | -$1,419 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $48.24万 | 0.06% | 2,039 | 169 | 9.0% | $4.00万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $48.47万 | 0.06% | 2,974 | 3 | 0.1% | $489 | 加仓 |
| CB | CHUBB LIMITED | $49.71万 | 0.06% | 1,459 | 25 | 1.7% | $8,519 | 加仓 |
| ADBE | ADOBE INC | $50.31万 | 0.07% | 2,454 | -62 | -2.5% | -$1.27万 | 减仓 |
| BILS | SPDR SERIES TRUST | $50.57万 | 0.07% | 5,088 | 44 | 0.9% | $4,373 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $50.70万 | 0.07% | 4,733 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $50.85万 | 0.07% | 5,794 | -965 | -14.3% | -$8.47万 | 减仓 |
| VHT | VANGUARD WORLD FD | $52.00万 | 0.07% | 1,739 | -383 | -18.0% | -$11.45万 | 减仓 |
| D | DOMINION ENERGY INC | $53.08万 | 0.07% | 7,773 | 37 | 0.5% | $2,527 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $53.31万 | 0.07% | 8,989 | 76 | 0.9% | $4,508 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $53.70万 | 0.07% | 2,401 | -11 | -0.5% | -$2,460 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $55.12万 | 0.07% | 6,975 | 177 | 2.6% | $1.40万 | 加仓 |
| MO | ALTRIA GROUP INC | $55.17万 | 0.07% | 7,668 | 34 | 0.4% | $2,446 | 加仓 |
| FIP | FTAI INFRASTRUCTURE INC | $55.63万 | 0.07% | 119,888 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $56.14万 | 0.07% | 5,832 | 171 | 3.0% | $1.65万 | 加仓 |
| URNM | SPROTT FDS TR | $57.32万 | 0.07% | 10,900 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $60.92万 | 0.08% | 1,174 | 79 | 7.2% | $4.10万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $60.98万 | 0.08% | 6,622 | -16 | -0.2% | -$1,473 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $61.07万 | 0.08% | 3,664 | 25 | 0.7% | $4,167 | 加仓 |
| IGM | ISHARES TR | $62.34万 | 0.08% | 3,811 | -32 | -0.8% | -$5,235 | 减仓 |
| DHR | DANAHER CORP DEL | $62.44万 | 0.08% | 3,278 | 37 | 1.1% | $7,048 | 加仓 |
| IWP | ISHARES TR | $62.78万 | 0.08% | 4,288 | -728 | -14.5% | -$10.66万 | 减仓 |
| CTAS | CINTAS CORP | $63.13万 | 0.08% | 3,712 | 1 | 0.0% | $170 | 加仓 |
| AVY | AVERY DENNISON CORP | $64.06万 | 0.08% | 3,946 | 1 | 0.0% | $162 | 加仓 |
| IWS | ISHARES TR | $64.70万 | 0.08% | 3,931 | -44 | -1.1% | -$7,242 | 减仓 |
| PGR | PROGRESSIVE CORP | $65.43万 | 0.09% | 2,995 | -18 | -0.6% | -$3,932 | 减仓 |
| MMM | 3M CO | $66.27万 | 0.09% | 4,093 | 8 | 0.2% | $1,295 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $66.60万 | 0.09% | 1,797 | 37 | 2.1% | $1.37万 | 加仓 |
| CMI | CUMMINS INC | $67.11万 | 0.09% | 941 | 1 | 0.1% | $713 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $70.69万 | 0.09% | 15,590 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $71.06万 | 0.09% | 739 | 3 | 0.4% | $2,885 | 加仓 |
| VOE | VANGUARD INDEX FDS | $71.33万 | 0.09% | 3,610 | -297 | -7.6% | -$5.87万 | 减仓 |
| WFC | WELLS FARGO & CO | $71.86万 | 0.09% | 8,695 | 23 | 0.3% | $1,901 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $72.22万 | 0.09% | 2,670 | 26 | 1.0% | $7,032 | 加仓 |
| NUE | NUCOR CORP | $72.75万 | 0.09% | 3,266 | -2 | -0.1% | -$446 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $73.94万 | 0.10% | 5,670 | -818 | -12.6% | -$10.67万 | 减仓 |
| IYW | ISHARES TR | $74.86万 | 0.10% | 2,968 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $75.74万 | 0.10% | 237 | 6 | 2.6% | $1.92万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $75.86万 | 0.10% | 13,165 | -49 | -0.4% | -$2,823 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $76.68万 | 0.10% | 13,939 | 13,939 | — | $76.68万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $76.75万 | 0.10% | 1,930 | 61 | 3.3% | $2.43万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $78.18万 | 0.10% | 3,491 | -424 | -10.8% | -$9.50万 | 减仓 |
| COR | CENCORA INC | $78.58万 | 0.10% | 2,777 | 30 | 1.1% | $8,489 | 加仓 |
| BILL | BILL HOLDINGS INC | $78.73万 | 0.10% | 21,773 | -9,146 | -29.6% | -$33.07万 | 减仓 |
| PFE | PFIZER INC | $79.98万 | 0.10% | 33,216 | 389 | 1.2% | $9,367 | 加仓 |
| — | EXXON MOBIL CORP | $80.19万 | 0.10% | 5,865 | 62 | 1.1% | $8,477 | 加仓 |
| UL | UNILEVER PLC | $81.38万 | 0.11% | 13,536 | 107 | 0.8% | $6,433 | 加仓 |
| ETN | EATON CORP PLC | $81.39万 | 0.11% | 1,910 | 24 | 1.3% | $1.02万 | 加仓 |
| NFLX | NETFLIX INC. | $82.20万 | 0.11% | 11,512 | -59 | -0.5% | -$4,213 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $83.33万 | 0.11% | 3,355 | -74 | -2.2% | -$1.84万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $86.94万 | 0.11% | 6,868 | -4 | -0.1% | -$506 | 减仓 |
| BAC | BANK OF AMER CORP | $88.22万 | 0.11% | 15,483 | -2,314 | -13.0% | -$13.19万 | 减仓 |
| KLAC | KLA CORP | $89.97万 | 0.12% | 2,982 | -68 | -2.2% | -$2.05万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $92.03万 | 0.12% | 2,006 | -2 | -0.1% | -$918 | 减仓 |
| SBUX | STARBUCKS CORP | $92.26万 | 0.12% | 9,028 | 125 | 1.4% | $1.28万 | 加仓 |
| SYK | STRYKER CORPORATION | $93.00万 | 0.12% | 2,954 | 102 | 3.6% | $3.21万 | 加仓 |
| KO | COCA COLA CO | $94.68万 | 0.12% | 11,650 | -7 | -0.1% | -$569 | 减仓 |
| RSG | REPUBLIC SVCS INC | $95.35万 | 0.12% | 4,475 | 2 | 0.0% | $426 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $99.22万 | 0.13% | 1,979 | -5 | -0.3% | -$2,507 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $104.15万 | 0.14% | 20,922 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $105.39万 | 0.14% | 1,871 | 100 | 5.6% | $5.63万 | 加仓 |
| AME | AMETEK INC | $106.38万 | 0.14% | 4,397 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $106.69万 | 0.14% | 1,682 | 24 | 1.4% | $1.52万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $107.79万 | 0.14% | 1,102 | -1 | -0.1% | -$978 | 减仓 |
| CAT | CATERPILLAR INC | $108.73万 | 0.14% | 1,021 | 36 | 3.7% | $3.83万 | 加仓 |
| XSD | SPDR SERIES TRUST | $109.15万 | 0.14% | 1,750 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $111.05万 | 0.14% | 1,098 | 71 | 6.9% | $7.18万 | 加仓 |
| SHOP | SHOPIFY INC | $111.18万 | 0.14% | 9,737 | -15 | -0.2% | -$1,713 | 减仓 |
| PEP | PEPSICO INC | $111.46万 | 0.15% | 8,232 | -67 | -0.8% | -$9,072 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $111.46万 | 0.15% | 4,527 | 108 | 2.4% | $2.66万 | 加仓 |
| ASML | ASML HLDG NV | $111.81万 | 0.15% | 562 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $112.92万 | 0.15% | 3,011 | 7 | 0.2% | $2,625 | 加仓 |
| IEMG | ISHARES INC | $113.05万 | 0.15% | 13,647 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $114.18万 | 0.15% | 6,018 | 40 | 0.7% | $7,589 | 加仓 |
| TXN | TEXAS INSTRS INC | $115.20万 | 0.15% | 3,865 | 46 | 1.2% | $1.37万 | 加仓 |
| C | CITIGROUP INC | $115.40万 | 0.15% | 8,245 | -322 | -3.8% | -$4.51万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $115.66万 | 0.15% | 3,776 | -464 | -10.9% | -$14.21万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $116.76万 | 0.15% | 4,170 | 10 | 0.2% | $2,800 | 加仓 |
| DBEF | DBX ETF TR | $118.14万 | 0.15% | 21,626 | -84 | -0.4% | -$4,589 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $118.80万 | 0.15% | 201,018 | -59,466 | -22.8% | -$35.14万 | 减仓 |
| AMAT | APPLIED MATLS INC | $118.93万 | 0.15% | 1,645 | 11 | 0.7% | $7,953 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $121.63万 | 0.16% | 8,411 | -1 | -0.0% | -$145 | 减仓 |
| GWW | WW GRAINGER INC | $125.84万 | 0.16% | 925 | -5 | -0.5% | -$6,802 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $126.53万 | 0.16% | 1,799 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $132.93万 | 0.17% | 3,347 | 24 | 0.7% | $9,532 | 加仓 |
| ABT | ABBOTT LABORATORIES | $139.51万 | 0.18% | 15,375 | -2,074 | -11.9% | -$18.82万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $142.09万 | 0.18% | 3,279 | 118 | 3.7% | $5.11万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $144.87万 | 0.19% | 5,970 | -8 | -0.1% | -$1,941 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $145.50万 | 0.19% | 5,174 | 71 | 1.4% | $2.00万 | 加仓 |
| AMGN | AMGEN INC | $147.58万 | 0.19% | 4,076 | 42 | 1.0% | $1.52万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $149.03万 | 0.19% | 4,406 | 66 | 1.5% | $2.23万 | 加仓 |
| IGIB | ISHARES TR | $149.13万 | 0.19% | 28,047 | 14,700 | 110.1% | $78.16万 | 加仓 |
| TJX | TJX COS INC NEW | $153.83万 | 0.20% | 10,154 | 103 | 1.0% | $1.56万 | 加仓 |
| VFH | VANGUARD WORLD FD | $160.05万 | 0.21% | 12,162 | 0 | 0.0% | — | 不变 |