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 |
|---|---|---|---|---|---|---|---|---|
| IOT | SAMSARA INC | $4,310 | 0.00% | 136 | 61 | 81.3% | $1,933 | 加仓 |
| PFF | ISHARES TR | $4,367 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $4,412 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $4,468 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| CMP | COMPASS MINERALS INTL INC | $4,507 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $4,521 | 0.00% | 41 | -303 | -88.1% | -$3.34万 | 减仓 |
| SJM | SMUCKER J M CO | $4,630 | 0.00% | 48 | 17 | 54.8% | $1,640 | 加仓 |
| LSTR | LANDSTAR SYS INC | $4,649 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC | $4,819 | 0.00% | 367 | 53 | 16.9% | $696 | 加仓 |
| — | ISHARES TR | $4,820 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $4,826 | 0.00% | 74 | -7,769 | -99.1% | -$50.67万 | 减仓 |
| — | HOLOGIC INC | $4,838 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $4,888 | 0.00% | 89 | -7 | -7.3% | -$384 | 减仓 |
| — | AIR LEASE CORP | $5,001 | 0.00% | 77 | 50 | 185.2% | $3,247 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $5,065 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $5,235 | 0.00% | 35 | 18 | 105.9% | $2,692 | 加仓 |
| CATY | CATHAY GEN BANCORP | $5,236 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A | $5,237 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $5,285 | 0.00% | 42 | -17 | -28.8% | -$2,139 | 减仓 |
| AES | AES CORP | $5,327 | 0.00% | 378 | -189 | -33.3% | -$2,664 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $5,349 | 0.00% | 48 | -44 | -47.8% | -$4,903 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $5,355 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $5,373 | 0.00% | 327 | -142 | -30.3% | -$2,333 | 减仓 |
| — | AVALONBAY CMNTYS INC | $5,391 | 0.00% | 33 | 3 | 10.0% | $490 | 加仓 |
| CNXC | CONCENTRIX CORP | $5,472 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $5,517 | 0.00% | 150 | -16 | -9.6% | -$588 | 减仓 |
| MRP | MILLROSE PPTYS INC | $5,544 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $5,618 | 0.00% | 46 | -50 | -52.1% | -$6,107 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $5,654 | 0.00% | 3 | -2 | -40.0% | -$3,769 | 减仓 |
| CLX | CLOROX CO DEL | $5,700 | 0.00% | 55 | -24 | -30.4% | -$2,487 | 减仓 |
| TTC | TORO CO | $5,700 | 0.00% | 61 | -3 | -4.7% | -$280 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $5,775 | 0.00% | 35 | 26 | 288.9% | $4,290 | 加仓 |
| EIG | EMPLOYERS HLDGS INC | $5,925 | 0.00% | 144 | 144 | — | $5,925 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $5,950 | 0.00% | 225 | 43 | 23.6% | $1,137 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $5,952 | 0.00% | 18 | 16 | 800.0% | $5,291 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $6,004 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $6,018 | 0.00% | 24 | 9 | 60.0% | $2,257 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $6,050 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $6,055 | 0.00% | 117 | -394 | -77.1% | -$2.04万 | 减仓 |
| DTM | DT MIDSTREAM INC | $6,061 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $6,062 | 0.00% | 1,012 | -1,167 | -53.6% | -$6,990 | 重新持有 |
| CGNX | COGNEX CORP | $6,075 | 0.00% | 124 | 42 | 51.2% | $2,058 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $6,088 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $6,147 | 0.00% | 276 | -461 | -62.6% | -$1.03万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $6,173 | 0.00% | 86 | -33 | -27.7% | -$2,369 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $6,200 | 0.00% | 668 | 668 | — | $6,200 | 新建仓 |
| SHOO | MADDEN STEVEN LTD | $6,242 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $6,273 | 0.00% | 31 | 28 | 933.3% | $5,666 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $6,291 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $6,309 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $6,357 | 0.00% | 58 | 49 | 544.4% | $5,371 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $6,369 | 0.00% | 37 | -12 | -24.5% | -$2,066 | 减仓 |
| CPT | CAMDEN PPTY TR | $6,446 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $6,457 | 0.00% | 89 | -681 | -88.4% | -$4.94万 | 减仓 |
| AOS | SMITH A O CORP | $6,529 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $6,530 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP NEW | $6,560 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $6,627 | 0.00% | 759 | -194 | -20.4% | -$1,694 | 减仓 |
| CNX | CNX RES CORP | $6,670 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $6,747 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $6,753 | 0.00% | 112 | 15 | 15.5% | $904 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $6,771 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $6,786 | 0.00% | 370 | 4 | 1.1% | $73 | 加仓 |
| EG | EVEREST GROUP LTD | $6,864 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $6,896 | 0.00% | 1,884 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $6,932 | 0.00% | 41 | 35 | 583.3% | $5,918 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $6,950 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $6,965 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $7,103 | 0.00% | 153 | 45 | 41.7% | $2,089 | 加仓 |
| ALLY | ALLY FINL INC | $7,180 | 0.00% | 183 | -1,467 | -88.9% | -$5.76万 | 减仓 |
| CVNA | CARVANA CO | $7,231 | 0.00% | 23 | 1 | 4.5% | $314 | 加仓 |
| PNR | PENTAIR PLC | $7,231 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $7,237 | 0.00% | 89 | -72 | -44.7% | -$5,855 | 减仓 |
| UBS | UBS GROUP AG | $7,268 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $7,283 | 0.00% | 94 | -391 | -80.6% | -$3.03万 | 减仓 |
| NXT | NEXTPOWER INC | $7,354 | 0.00% | 61 | -23 | -27.4% | -$2,773 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $7,450 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $7,492 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $7,523 | 0.00% | 26 | 6 | 30.0% | $1,736 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $7,626 | 0.00% | 51 | 29 | 131.8% | $4,336 | 加仓 |
| DVA | DAVITA INC | $7,685 | 0.00% | 50 | 5 | 11.1% | $768 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $7,713 | 0.00% | 100 | -21 | -17.4% | -$1,620 | 减仓 |
| HUBS | HUBSPOT INC | $7,812 | 0.00% | 32 | 17 | 113.3% | $4,150 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $7,837 | 0.00% | 136 | -48 | -26.1% | -$2,766 | 减仓 |
| CNO | CNO FINL GROUP INC | $7,884 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD | $7,904 | 0.00% | 97 | 5 | 5.4% | $407 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $7,957 | 0.00% | 44 | 43 | 4,300.0% | $7,776 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $8,038 | 0.00% | 103 | 28 | 37.3% | $2,185 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $8,060 | 0.00% | 431 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $8,067 | 0.00% | 90 | -2 | -2.2% | -$179 | 减仓 |
| ICVT | ISHARES TR | $8,245 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $8,414 | 0.00% | 161 | -25 | -13.4% | -$1,307 | 减仓 |
| BURL | BURLINGTON STORES INC | $8,460 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $8,494 | 0.00% | 20 | -17 | -45.9% | -$7,220 | 减仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $8,505 | 0.00% | 329 | 329 | — | $8,505 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $8,611 | 0.00% | 24 | 18 | 300.0% | $6,458 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $8,614 | 0.00% | 740 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD | $8,742 | 0.00% | 1,204 | -56 | -4.4% | -$407 | 减仓 |
| LOGI | LOGITECH INTL S A | $8,748 | 0.00% | 96 | -15 | -13.5% | -$1,367 | 减仓 |
| LDUR | PIMCO ETF TR | $8,912 | 0.00% | 93 | 0 | 0.0% | — | 不变 |