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 |
|---|---|---|---|---|---|---|---|---|
| RRX | REGAL REXNORD CORPORATION | $953 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $963 | 0.00% | 7 | 2 | 40.0% | $275 | 重新持有 |
| HTO | H2O AMERICA | $973 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $975 | 0.00% | 7 | -4 | -36.4% | -$557 | 减仓 |
| PSMT | PRICESMART INC | $977 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $987 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SXT | SENSIENT TECHNOLOGIES CORP | $987 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NTST | NETSTREIT CORP | $994 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $1,007 | 0.00% | 37 | 1 | 2.8% | $27 | 加仓 |
| — | FIDELITY ETHEREUM FD | $1,008 | 0.00% | 64 | 64 | — | $1,008 | 新建仓 |
| — | ARCOSA INC | $1,018 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,026 | 0.00% | 6 | 6 | — | $1,026 | 新建仓 |
| KBR | KBR INC | $1,036 | 0.00% | 30 | -60 | -66.7% | -$2,072 | 减仓 |
| AA | ALCOA CORP | $1,043 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $1,048 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORPORATION LTD | $1,051 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP | $1,056 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $1,063 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $1,066 | 0.00% | 7 | 1 | 16.7% | $152 | 加仓 |
| RIG | TRANSOCEAN LTD | $1,067 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW | $1,068 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $1,071 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $1,078 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $1,086 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PRDO | PERDOCEO ED CORP | $1,088 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $1,089 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TENB | TENABLE HLDGS INC | $1,107 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $1,130 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $1,130 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NTCT | NETSCOUT SYS INC | $1,133 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $1,137 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TNC | TENNANT CO | $1,139 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $1,144 | 0.00% | 20 | -18 | -47.4% | -$1,030 | 减仓 |
| LADR | LADDER CAP CORP | $1,155 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $1,157 | 0.00% | 41 | -37 | -47.4% | -$1,044 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1,163 | 0.00% | 22 | -131 | -85.6% | -$6,925 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $1,171 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO & RESORT INC | $1,185 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $1,207 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $1,214 | 0.00% | 28 | -5 | -15.2% | -$217 | 减仓 |
| CXW | CORECIVIC INC | $1,216 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $1,218 | 0.00% | 50 | 50 | — | $1,218 | 新建仓 |
| HUBG | HUB GROUP INC | $1,227 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $1,232 | 0.00% | 6 | -1 | -14.3% | -$205 | 减仓 |
| INVH | INVITATION HOMES INC | $1,239 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $1,240 | 0.00% | 22 | 7 | 46.7% | $395 | 加仓 |
| PNTG | PENNANT GROUP INC | $1,294 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORP | $1,304 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $1,317 | 0.00% | 38 | -66 | -63.5% | -$2,287 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $1,320 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| JJSF | J & J SNACK FOODS CORP | $1,323 | 0.00% | 18 | 18 | — | $1,323 | 新建仓 |
| PAYO | PAYONEER GLOBAL INC | $1,325 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| EXTR | EXTREME NETWORKS INC | $1,328 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $1,335 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO | $1,342 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $1,349 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $1,352 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,353 | 0.00% | 4 | 1 | 33.3% | $338 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $1,361 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $1,361 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LFST | LIFESTANCE HEALTH GROUP INC | $1,361 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC | $1,366 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $1,373 | 0.00% | 6 | -1 | -14.3% | -$229 | 减仓 |
| DUOL | DUOLINGO INC | $1,381 | 0.00% | 12 | -1 | -7.7% | -$115 | 减仓 |
| VFC | V F CORP | $1,385 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC | $1,390 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| EFOR | EVERFORTH INC | $1,394 | 0.00% | 78 | 57 | 271.4% | $1,019 | 重新持有 |
| LPLA | LPL FINL HLDGS INC | $1,409 | 0.00% | 5 | -2 | -28.6% | -$564 | 减仓 |
| BLKB | BLACKBAUD INC | $1,422 | 0.00% | 48 | 35 | 269.2% | $1,037 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $1,424 | 0.00% | 53 | 21 | 65.6% | $564 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,432 | 0.00% | 16 | 0 | 0.0% | — | 重新持有 |
| FA | FIRST ADVANTAGE CORP NEW | $1,444 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC | $1,447 | 0.00% | 19 | -3 | -13.6% | -$228 | 减仓 |
| — | CHART INDS INC | $1,463 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $1,476 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AVNT | AVIENT CORPORATION | $1,479 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $1,498 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $1,502 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $1,515 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $1,515 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION | $1,533 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $1,544 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| CGON | CG ONCOLOGY INC | $1,564 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $1,572 | 0.00% | 9 | 1 | 12.5% | $175 | 加仓 |
| OTEX | OPEN TEXT CORP | $1,573 | 0.00% | 71 | -505 | -87.7% | -$1.12万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $1,576 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $1,578 | 0.00% | 29 | 3 | 11.5% | $163 | 加仓 |
| R | RYDER SYS INC | $1,583 | 0.00% | 6 | -2 | -25.0% | -$528 | 减仓 |
| NEU | NEWMARKET CORP | $1,583 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP | $1,605 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $1,618 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $1,619 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC | $1,628 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC | $1,653 | 0.00% | 19 | 2 | 11.8% | $174 | 加仓 |
| DAN | DANA INC | $1,660 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| ESNT | ESSENT GROUP LTD | $1,672 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CRVL | CORVEL CORP | $1,689 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $1,693 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $1,695 | 0.00% | 15 | -15 | -50.0% | -$1,695 | 减仓 |
| EXPO | EXPONENT INC | $1,705 | 0.00% | 29 | -4 | -12.1% | -$235 | 减仓 |