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 |
|---|---|---|---|---|---|---|---|---|
| — | APELLIS PHARMACEUTICALS INC | $1,127 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| LADR | LADDER CAP CORP | $1,134 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $1,139 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP | $1,146 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC | $1,167 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $1,171 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ANF | ABERCROMBIE & FITCH CO | $1,188 | 0.00% | 13 | -4 | -23.5% | -$366 | 减仓 |
| BOH | BANK HAWAII CORP | $1,188 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO | $1,206 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $1,209 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $1,238 | 0.00% | 15 | 12 | 400.0% | $990 | 加仓 |
| PRLB | PROTO LABS INC | $1,255 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO | $1,257 | 0.00% | 5 | -1 | -16.7% | -$251 | 减仓 |
| PRDO | PERDOCEO ED CORP | $1,266 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $1,269 | 0.00% | 26 | -70 | -72.9% | -$3,417 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $1,280 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $1,282 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP | $1,282 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC | $1,296 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $1,312 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $1,312 | 0.00% | 33 | 33 | — | $1,312 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $1,316 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $1,324 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $1,327 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $1,331 | 0.00% | 32 | -66 | -67.3% | -$2,745 | 减仓 |
| — | AIRO GROUP HLDGS INC | $1,331 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $1,362 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $1,367 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC | $1,377 | 0.00% | 22 | 19 | 633.3% | $1,189 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $1,378 | 0.00% | 32 | -1,502 | -97.9% | -$6.47万 | 减仓 |
| SAM | BOSTON BEER INC | $1,383 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $1,389 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1,392 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $1,397 | 0.00% | 201 | 153 | 318.8% | $1,063 | 加仓 |
| AAON | AAON INC | $1,407 | 0.00% | 17 | -3 | -15.0% | -$248 | 减仓 |
| VFC | V F CORP | $1,411 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $1,419 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC | $1,429 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $1,446 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $1,448 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,450 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AVNT | AVIENT CORPORATION | $1,452 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $1,458 | 0.00% | 64 | -94 | -59.5% | -$2,141 | 减仓 |
| BKH | BLACK HILLS CORP | $1,458 | 0.00% | 21 | -33 | -61.1% | -$2,291 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $1,465 | 0.00% | 11 | 6 | 120.0% | $799 | 加仓 |
| CRVL | CORVEL CORP | $1,476 | 0.00% | 27 | 27 | — | $1,476 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $1,481 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $1,484 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| CGON | CG ONCOLOGY INC | $1,489 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| KWR | QUAKER HOUGHTON | $1,491 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $1,508 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ESNT | ESSENT GROUP LTD | $1,520 | 0.00% | 26 | 8 | 44.4% | $468 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $1,530 | 0.00% | 15 | -6 | -28.6% | -$612 | 减仓 |
| ICUI | ICU MED INC | $1,550 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC | $1,561 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $1,569 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $1,580 | 0.00% | 11 | 1 | 10.0% | $144 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $1,581 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $1,591 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $1,598 | 0.00% | 28 | 11 | 64.7% | $628 | 加仓 |
| LEN/B | LENNAR CORP | $1,599 | 0.00% | 19 | 7 | 58.3% | $589 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $1,611 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC | $1,613 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC | $1,632 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $1,638 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MZTI | MARZETTI COMPANY | $1,660 | 0.00% | 12 | 9 | 300.0% | $1,245 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $1,688 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $1,688 | 0.00% | 10 | 2 | 25.0% | $338 | 加仓 |
| J | JACOBS SOLUTIONS INC | $1,782 | 0.00% | 14 | -3 | -17.6% | -$382 | 减仓 |
| VRRM | VERRA MOBILITY CORP | $1,787 | 0.00% | 125 | 125 | — | $1,787 | 新建仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $1,797 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $1,798 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $1,804 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $1,807 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $1,838 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC | $1,844 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ICFI | ICF INTL INC | $1,894 | 0.00% | 29 | 8 | 38.1% | $522 | 加仓 |
| LCID | LUCID GROUP INC | $1,906 | 0.00% | 200 | -16 | -7.4% | -$152 | 减仓 |
| MKL | MARKEL GROUP INC | $1,915 | 0.00% | 1 | -2 | -66.7% | -$3,830 | 减仓 |
| HQY | HEALTHEQUITY INC | $1,923 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $1,934 | 0.00% | 62 | 62 | — | $1,934 | 新建仓 |
| DT | DYNATRACE INC | $1,960 | 0.00% | 53 | 49 | 1,225.0% | $1,812 | 加仓 |
| MATX | MATSON INC | $1,968 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $2,048 | 0.00% | 78 | 37 | 90.2% | $971 | 加仓 |
| DAN | DANA INC | $2,053 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| SLGN | SILGAN HLDGS INC | $2,057 | 0.00% | 53 | -7 | -11.7% | -$272 | 减仓 |
| SITM | SITIME CORP | $2,073 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KFY | KORN FERRY | $2,078 | 0.00% | 33 | 6 | 22.2% | $378 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $2,081 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $2,087 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $2,091 | 0.00% | 26 | -22 | -45.8% | -$1,769 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $2,106 | 0.00% | 7 | -7 | -50.0% | -$2,106 | 减仓 |
| APG | API GROUP CORP | $2,108 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $2,116 | 0.00% | 38 | 38 | — | $2,116 | 新建仓 |
| MIDD | MIDDLEBY CORP | $2,122 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $2,130 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $2,145 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP | $2,151 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $2,154 | 0.00% | 33 | -15 | -31.2% | -$979 | 减仓 |
| STLD | STEEL DYNAMICS INC | $2,160 | 0.00% | 12 | 0 | 0.0% | — | 不变 |