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 |
|---|---|---|---|---|---|---|---|---|
| EMN | EASTMAN CHEM CO | $2.16万 | 0.00% | 323 | 76 | 30.8% | $5,091 | 加仓 |
| XYZ | BLOCK INC | $2.17万 | 0.00% | 286 | -22 | -7.1% | -$1,672 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $2.18万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $2.18万 | 0.00% | 103 | -10 | -8.8% | -$2,120 | 减仓 |
| MAKO | MAKO MNG CORP | $2.19万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $2.21万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $2.23万 | 0.00% | 156 | -12 | -7.1% | -$1,717 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $2.24万 | 0.00% | 161 | -49 | -23.3% | -$6,816 | 减仓 |
| BETA | BETA TECHNOLOGIES INC | $2.24万 | 0.00% | 1,340 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $2.25万 | 0.00% | 321 | -51 | -13.7% | -$3,572 | 减仓 |
| PAYX | PAYCHEX INC | $2.27万 | 0.00% | 231 | 103 | 80.5% | $1.01万 | 加仓 |
| JBGS | JBG SMITH PPTYS | $2.28万 | 0.00% | 1,556 | -3,604 | -69.8% | -$5.29万 | 减仓 |
| OKLO | OKLO INC | $2.29万 | 0.00% | 437 | 7 | 1.6% | $366 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $2.29万 | 0.00% | 427 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $2.32万 | 0.00% | 192 | -157 | -45.0% | -$1.90万 | 减仓 |
| CBRE | CBRE GROUP INC | $2.33万 | 0.00% | 173 | 1 | 0.6% | $135 | 加仓 |
| — | ISHARES TR | $2.34万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $2.36万 | 0.00% | 367 | 45 | 14.0% | $2,889 | 加仓 |
| OKTA | OKTA INC | $2.36万 | 0.00% | 173 | -18 | -9.4% | -$2,456 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $2.41万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $2.41万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $2.42万 | 0.00% | 179 | -6 | -3.2% | -$810 | 减仓 |
| LNN | LINDSAY CORP | $2.48万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $2.49万 | 0.00% | 107 | -2 | -1.8% | -$466 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2.50万 | 0.00% | 83 | -3 | -3.5% | -$903 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $2.50万 | 0.00% | 1,008 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO EXCHANGE TRADED FD T | $2.51万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $2.53万 | 0.00% | 338 | 338 | — | $2.53万 | 新建仓 |
| SLB | SLB LIMITED | $2.55万 | 0.00% | 548 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $2.55万 | 0.00% | 70 | 70 | — | $2.55万 | 新建仓 |
| ISCG | ISHARES TR | $2.56万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $2.56万 | 0.00% | 188 | 12 | 6.8% | $1,632 | 加仓 |
| RBA | RB GLOBAL INC | $2.56万 | 0.00% | 220 | -64 | -22.5% | -$7,453 | 减仓 |
| APTV | APTIV PLC | $2.63万 | 0.00% | 428 | -379 | -47.0% | -$2.33万 | 减仓 |
| REMX | VANECK ETF TRUST | $2.65万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA | $2.67万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $2.67万 | 0.00% | 653 | 2 | 0.3% | $82 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $2.68万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $2.70万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| ARTNA | ARTESIAN RES CORP | $2.72万 | 0.00% | 799 | 273 | 51.9% | $9,280 | 加仓 |
| BP | BP PLC | $2.73万 | 0.00% | 739 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $2.73万 | 0.00% | 403 | -12 | -2.9% | -$814 | 减仓 |
| FICO | FAIR ISAAC CORP | $2.75万 | 0.00% | 23 | 3 | 15.0% | $3,584 | 加仓 |
| CRH | CRH PLC | $2.76万 | 0.00% | 258 | -69 | -21.1% | -$7,383 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $2.78万 | 0.00% | 83 | 1 | 1.2% | $335 | 加仓 |
| HSY | HERSHEY CO | $2.79万 | 0.00% | 159 | -6 | -3.6% | -$1,053 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $2.81万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.81万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $2.83万 | 0.00% | 818 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $2.84万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $2.84万 | 0.00% | 645 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $2.84万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $2.85万 | 0.00% | 2,119 | 740 | 53.7% | $9,960 | 加仓 |
| TRP | TC ENERGY CORP | $2.88万 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $2.88万 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $2.90万 | 0.00% | 614 | -143 | -18.9% | -$6,744 | 减仓 |
| ILMN | ILLUMINA INC | $2.90万 | 0.00% | 165 | -20 | -10.8% | -$3,517 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $2.90万 | 0.00% | 821 | 99 | 13.7% | $3,500 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $2.93万 | 0.00% | 112 | -22 | -16.4% | -$5,750 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $2.93万 | 0.00% | 47 | 1 | 2.2% | $624 | 加仓 |
| TXT | TEXTRON INC | $2.97万 | 0.00% | 324 | 61 | 23.2% | $5,596 | 加仓 |
| — | REX ETF TR | $2.97万 | 0.00% | 1,320 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $2.97万 | 0.00% | 427 | -69 | -13.9% | -$4,806 | 减仓 |
| HNI | HNI CORP | $2.98万 | 0.00% | 738 | 734 | 18,350.0% | $2.97万 | 加仓 |
| NTNX | NUTANIX INC | $2.99万 | 0.00% | 587 | -5 | -0.8% | -$255 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $3.02万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $3.03万 | 0.00% | 196 | -44 | -18.3% | -$6,809 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $3.04万 | 0.00% | 704 | -15 | -2.1% | -$648 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $3.06万 | 0.00% | 629 | 165 | 35.6% | $8,027 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $3.09万 | 0.00% | 1,577 | 1,577 | — | $3.09万 | 新建仓 |
| RELX | RELX PLC | $3.10万 | 0.00% | 978 | -40 | -3.9% | -$1,267 | 减仓 |
| MAS | MASCO CORP | $3.11万 | 0.00% | 382 | -82 | -17.7% | -$6,672 | 减仓 |
| DVY | ISHARES TR | $3.13万 | 0.00% | 200 | -660 | -76.7% | -$10.32万 | 减仓 |
| WINN | HARBOR ETF TRUST | $3.14万 | 0.00% | 966 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $3.14万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $3.14万 | 0.00% | 864 | -16 | -1.8% | -$582 | 减仓 |
| BG | BUNGE GLOBAL SA | $3.15万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $3.15万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $3.15万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $3.17万 | 0.00% | 76 | 7 | 10.1% | $2,917 | 加仓 |
| PSA | PUBLIC STORAGE | $3.18万 | 0.00% | 100 | 7 | 7.5% | $2,228 | 加仓 |
| DG | DOLLAR GEN CORP | $3.19万 | 0.00% | 277 | -16 | -5.5% | -$1,842 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $3.20万 | 0.00% | 576 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $3.20万 | 0.00% | 1,489 | 402 | 37.0% | $8,647 | 加仓 |
| IYK | ISHARES TR | $3.20万 | 0.00% | 441 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $3.21万 | 0.00% | 268 | -13 | -4.6% | -$1,556 | 减仓 |
| APA | APA CORPORATION | $3.21万 | 0.00% | 986 | 240 | 32.2% | $7,817 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $3.25万 | 0.00% | 824 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $3.26万 | 0.00% | 1,271 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $3.26万 | 0.00% | 686 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $3.27万 | 0.00% | 330 | 20 | 6.5% | $1,980 | 加仓 |
| AVAV | AEROVIRONMENT INC | $3.30万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $3.33万 | 0.00% | 1,408 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $3.34万 | 0.00% | 634 | -40 | -5.9% | -$2,106 | 减仓 |
| FE | FIRSTENERGY CORP | $3.35万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $3.41万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $3.41万 | 0.00% | 303 | 255 | 531.2% | $2.87万 | 加仓 |
| DAL | DELTA AIR LINES INC | $3.41万 | 0.00% | 364 | -31 | -7.8% | -$2,904 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $3.46万 | 0.00% | 748 | 93 | 14.2% | $4,302 | 加仓 |
| COPX | GLOBAL X FDS | $3.46万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |