Manchester Capital Management LLC
MANCHESTER VT · SEC CIK 0001393389
$6.94亿2026Q1 申报市值
1,306持仓数
48.2%前十大占比 · 第一大 15.3%
54 / 91新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$198.84万
WAT 加仓+$68.61万
TOUCHSTONE ETF T 新建仓+$44.94万
ZG 加仓+$44.33万
VCSH 加仓+$38.80万
2026Q1 卖出最多 按季末市值估算
IWM 减仓-$188.41万
FTAI 减仓-$133.67万
GLD 减仓-$84.94万
VTV 减仓-$63.24万
LITE 重新持有-$52.64万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SNN | SMITH & NEPHEW PLC | $668 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $668 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $676 | 0.00% | 16 | -11 | -40.7% | -$465 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $678 | 0.00% | 32 | 32 | — | $678 | 新建仓 |
| QXO | QXO INC | $680 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DMC | FRESH DEL MONTE PRODUCE INC | $685 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | CLEARWATER ANALYTICS HLDGS I | $686 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC | $686 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $688 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SXT | SENSIENT TECHNOLOGIES CORP | $692 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $692 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INC | $692 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $699 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $700 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $705 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $708 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A | $722 | 0.00% | 90 | 90 | — | $722 | 新建仓 |
| SPNT | SIRIUSPOINT LTD | $733 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CALX | CALIX INC | $735 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS | $738 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC | $743 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA RLTY TR | $746 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $750 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $753 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC | $754 | 0.00% | 65 | -104 | -61.5% | -$1,206 | 减仓 |
| CHWY | CHEWY INC | $756 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC | $756 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CXW | CORECIVIC INC | $757 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $763 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $767 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $770 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $775 | 0.00% | 5 | -1 | -16.7% | -$155 | 减仓 |
| HLN | HALEON PLC | $791 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $796 | 0.00% | 8 | 2 | 33.3% | $199 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $796 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WHD | CACTUS INC | $806 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| LFST | LIFESTANCE HEALTH GROUP INC | $809 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $812 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NTCT | NETSCOUT SYS INC | $827 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ADNT | ADIENT PLC | $829 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $831 | 0.00% | 9 | -166 | -94.9% | -$1.53万 | 减仓 |
| AYI | ACUITY INC | $841 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $841 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $842 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $844 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $850 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $853 | 0.00% | 12 | -30 | -71.4% | -$2,132 | 减仓 |
| MCRI | MONARCH CASINO & RESORT INC | $861 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TNC | TENNANT CO | $864 | 0.00% | 13 | 13 | — | $864 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $868 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC | $882 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NTST | NETSTREIT CORP | $886 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $892 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $894 | 0.00% | 24 | 19 | 380.0% | $708 | 加仓 |
| PAYO | PAYONEER GLOBAL INC | $899 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $904 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CLB | CORE LABORATORIES INC | $907 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $908 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $915 | 0.00% | 22 | -236 | -91.5% | -$9,815 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $931 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $934 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| HTO | H2O AMERICA | $939 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FA | FIRST ADVANTAGE CORP NEW | $941 | 0.00% | 80 | 80 | — | $941 | 新建仓 |
| PHIN | PHINIA INC | $959 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC | $972 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $973 | 0.00% | 8 | 2 | 33.3% | $243 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $987 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $988 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD | $991 | 0.00% | 11 | 5 | 83.3% | $450 | 重新持有 |
| PRI | PRIMERICA INC | $1,002 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $1,002 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $1,007 | 0.00% | 142 | -91 | -39.1% | -$645 | 减仓 |
| HUBG | HUB GROUP INC | $1,010 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $1,012 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $1,014 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $1,014 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $1,016 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW | $1,018 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $1,019 | 0.00% | 41 | 39 | 1,950.0% | $969 | 重新持有 |
| MMS | MAXIMUS INC | $1,026 | 0.00% | 16 | -8 | -33.3% | -$513 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $1,028 | 0.00% | 12 | -4 | -25.0% | -$343 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $1,032 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $1,035 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,042 | 0.00% | 16 | 16 | — | $1,042 | 新建仓 |
| CE | CELANESE CORP DEL | $1,053 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $1,057 | 0.00% | 25 | -17 | -40.5% | -$719 | 减仓 |
| PNTG | PENNANT GROUP INC | $1,067 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $1,069 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $1,088 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $1,090 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $1,090 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $1,090 | 0.00% | 20 | 20 | — | $1,090 | 新建仓 |
| GEN | GEN DIGITAL INC | $1,093 | 0.00% | 58 | -13 | -18.3% | -$245 | 减仓 |
| HEI | HEICO CORP NEW | $1,097 | 0.00% | 4 | 2 | 100.0% | $548 | 加仓 |
| AVTR | AVANTOR INC | $1,098 | 0.00% | 140 | 140 | — | $1,098 | 新建仓 |
| SFL | SFL CORPORATION LTD | $1,112 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $1,116 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $1,120 | 0.00% | 10 | -116 | -92.1% | -$1.30万 | 减仓 |
| — | CSG SYS INTL INC | $1,120 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $1,127 | 0.00% | 33 | 0 | 0.0% | — | 不变 |