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 |
|---|---|---|---|---|---|---|---|---|
| NYT | NEW YORK TIMES CO MTN BE | $6,019 | 0.00% | 86 | 3 | 3.6% | $210 | 加仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $6,111 | 0.00% | 197 | -132 | -40.1% | -$4,095 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $6,115 | 0.00% | 63 | -93 | -59.6% | -$9,027 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $6,125 | 0.00% | 275 | -1 | -0.4% | -$22 | 减仓 |
| AOS | SMITH A O CORP | $6,210 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $6,227 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $6,243 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $6,333 | 0.00% | 65 | 4 | 6.6% | $390 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $6,392 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $6,424 | 0.00% | 241 | 16 | 7.1% | $426 | 加仓 |
| TRGP | TARGA RES CORP | $6,436 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $6,507 | 0.00% | 27 | -5 | -15.6% | -$1,205 | 减仓 |
| CATY | CATHAY GEN BANCORP | $6,509 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $6,547 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $6,604 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO | $6,713 | 0.00% | 28 | 23 | 460.0% | $5,514 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $6,744 | 0.00% | 57 | 9 | 18.8% | $1,065 | 加仓 |
| AES | AES CORP | $6,803 | 0.00% | 464 | 86 | 22.8% | $1,261 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $6,851 | 0.00% | 60 | -91 | -60.3% | -$1.04万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $6,890 | 0.00% | 157 | -13 | -7.6% | -$571 | 减仓 |
| VEEV | VEEVA SYS INC | $6,922 | 0.00% | 39 | -34 | -46.6% | -$6,035 | 减仓 |
| BE | BLOOM ENERGY CORP | $6,963 | 0.00% | 23 | 7 | 43.8% | $2,119 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $7,051 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $7,176 | 0.00% | 136 | 136 | — | $7,176 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $7,242 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $7,268 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| EIG | EMPLOYERS HLDGS INC | $7,270 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $7,324 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD | $7,375 | 0.00% | 92 | -5 | -5.2% | -$401 | 减仓 |
| EG | EVEREST GROUP LTD | $7,502 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $7,546 | 0.00% | 97 | -40 | -29.2% | -$3,112 | 减仓 |
| CPT | CAMDEN PPTY TR | $7,557 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $7,623 | 0.00% | 54 | -10 | -15.6% | -$1,412 | 减仓 |
| CWB | SPDR SERIES TRUST | $7,656 | 0.00% | 71 | -95 | -57.2% | -$1.02万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $7,680 | 0.00% | 54 | -130 | -70.7% | -$1.85万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $7,683 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $7,696 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $7,730 | 0.00% | 445 | -73 | -14.1% | -$1,268 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $7,747 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $7,788 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $7,830 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $7,876 | 0.00% | 102 | -9 | -8.1% | -$695 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO | $7,917 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $7,983 | 0.00% | 373 | 46 | 14.1% | $984 | 加仓 |
| STE | STERIS PLC | $8,002 | 0.00% | 38 | -18 | -32.1% | -$3,790 | 减仓 |
| IT | GARTNER INC | $8,037 | 0.00% | 62 | -2 | -3.1% | -$259 | 减仓 |
| FOX | FOX CORP | $8,104 | 0.00% | 173 | -11 | -6.0% | -$515 | 减仓 |
| GGG | GRACO INC | $8,166 | 0.00% | 108 | -13 | -10.7% | -$983 | 减仓 |
| OGN | ORGANON & CO | $8,192 | 0.00% | 605 | -407 | -40.2% | -$5,511 | 减仓 |
| BURL | BURLINGTON STORES INC | $8,237 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $8,241 | 0.00% | 40 | 2 | 5.3% | $412 | 加仓 |
| AGRO | ADECOAGRO S A | $8,242 | 0.00% | 863 | 863 | — | $8,242 | 新建仓 |
| FFIV | F5 INC | $8,320 | 0.00% | 20 | -6 | -23.1% | -$2,496 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $8,374 | 0.00% | 99 | -1 | -1.0% | -$85 | 减仓 |
| RGLD | ROYAL GOLD INC | $8,384 | 0.00% | 42 | -3 | -6.7% | -$599 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $8,407 | 0.00% | 740 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $8,409 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $8,495 | 0.00% | 89 | 34 | 61.8% | $3,245 | 加仓 |
| GME | GAMESTOP CORP | $8,744 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $8,811 | 0.00% | 41 | 10 | 32.3% | $2,149 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $8,817 | 0.00% | 65 | -135 | -67.5% | -$1.83万 | 减仓 |
| TWLO | TWILIO INC | $8,873 | 0.00% | 43 | 1 | 2.4% | $206 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $8,909 | 0.00% | 422 | -9 | -2.1% | -$190 | 减仓 |
| CGNX | COGNEX CORP | $8,981 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC | $9,013 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $9,070 | 0.00% | 183 | -3 | -1.6% | -$149 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $9,102 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $9,112 | 0.00% | 430 | -223 | -34.2% | -$4,726 | 减仓 |
| TTD | THE TRADE DESK INC | $9,203 | 0.00% | 509 | -221 | -30.3% | -$3,996 | 减仓 |
| GMAB | GENMAB A/S | $9,230 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $9,410 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $9,470 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $9,485 | 0.00% | 53 | 2 | 3.9% | $358 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $9,659 | 0.00% | 2,562 | 678 | 36.0% | $2,556 | 加仓 |
| KHC | KRAFT HEINZ CO | $9,779 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINL GROUP INC | $9,789 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $9,797 | 0.00% | 334 | 270 | 421.9% | $7,920 | 加仓 |
| AEG | AEGON LTD | $1.02万 | 0.00% | 1,204 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ETF TR | $1.02万 | 0.00% | 107 | 14 | 15.1% | $1,339 | 加仓 |
| PODD | INSULET CORP | $1.05万 | 0.00% | 69 | -12 | -14.8% | -$1,827 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $1.05万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $1.06万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INC | $1.06万 | 0.00% | 281 | -24 | -7.9% | -$904 | 减仓 |
| EFA | ISHARES TR | $1.06万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $1.06万 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $1.06万 | 0.00% | 93 | -64 | -40.8% | -$7,315 | 减仓 |
| AXON | AXON ENTERPRISE INC | $1.07万 | 0.00% | 19 | -1 | -5.0% | -$561 | 减仓 |
| HSIC | SCHEIN HENRY INC | $1.07万 | 0.00% | 128 | -1 | -0.8% | -$84 | 减仓 |
| DXCM | DEXCOM INC | $1.07万 | 0.00% | 159 | 11 | 7.4% | $741 | 加仓 |
| PINS | PINTEREST INC | $1.08万 | 0.00% | 515 | 145 | 39.2% | $3,050 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1.09万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP | $1.09万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $1.10万 | 0.00% | 263 | 263 | — | $1.10万 | 新建仓 |
| DVA | DAVITA INC | $1.11万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $1.11万 | 0.00% | 112 | 18 | 19.1% | $1,792 | 加仓 |
| AEE | AMEREN CORP | $1.14万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $1.15万 | 0.00% | 163 | 2 | 1.2% | $141 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1.16万 | 0.00% | 44 | 37 | 528.6% | $9,741 | 重新持有 |
| PCG | PG&E CORP | $1.16万 | 0.00% | 692 | -65 | -8.6% | -$1,093 | 减仓 |
| ULTA | ULTA BEAUTY INC | $1.17万 | 0.00% | 26 | -7 | -21.2% | -$3,157 | 减仓 |