13F 机构持仓

Manchester Capital Management LLC

MANCHESTER VT · SEC CIK 0001393389

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.68亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 15.9%
AAPL 9.4%
UPS 3.6%
VOO 3.4%
AMZN 3.4%
GOOG 2.6%
NVDA 2.6%
DSI 2.4%
GOOGL 2.3%
MSFT 1.9%

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
ZG ZILLOW GROUP INC $00.00%0 -15,919-100.0% -$65.89万 清仓
ALMU AELUMA INC $00.00%0 -24,967-100.0% -$32.68万 清仓
SIBN SI BONE INC $00.00%0 -25,107-100.0% -$31.71万 清仓
PAPI MORGAN STANLEY ETF TRUST $00.00%0 -5,153-100.0% -$14.10万 清仓
GBDC GOLUB CAP BDC INC $00.00%0 -8,830-100.0% -$11.18万 清仓
— ONESTREAM INC $00.00%0 -2,000-100.0% -$4.80万 清仓
RCI ROGERS COMMUNICATIONS INC $00.00%0 -700-100.0% -$2.69万 清仓
ACI ALBERTSONS COS INC $00.00%0 -1,172-100.0% -$2.00万 清仓
VGIT VANGUARD SCOTTSDALE FDS $00.00%0 -253-100.0% -$1.51万 清仓
CCL CARNIVAL CORP $00.00%0 -505-100.0% -$1.31万 清仓
STM STMICROELECTRONICS N V $00.00%0 -345-100.0% -$1.19万 清仓
NBIS NEBIUS GROUP N.V. $00.00%0 -100-100.0% -$1.04万 清仓
MLKN MILLERKNOLL INC $00.00%0 -715-100.0% -$1.03万 清仓
ICVT ISHARES TR $00.00%0 -81-100.0% -$8,245 清仓
— COTERRA ENERGY INC $00.00%0 -192-100.0% -$6,747 清仓
— SEALED AIR CORP NEW $00.00%0 -156-100.0% -$6,560 清仓
— AIR LEASE CORP $00.00%0 -77-100.0% -$5,001 清仓
— HOLOGIC INC $00.00%0 -64-100.0% -$4,838 清仓
NICE NICE LTD $00.00%0 -41-100.0% -$4,521 清仓
LCID LUCID GROUP INC $00.00%0 -200-100.0% -$1,906 清仓
VRRM VERRA MOBILITY CORP $00.00%0 -125-100.0% -$1,787 清仓
MZTI MARZETTI COMPANY $00.00%0 -12-100.0% -$1,660 清仓
LEN/B LENNAR CORP $00.00%0 -19-100.0% -$1,599 清仓
— AIRO GROUP HLDGS INC $00.00%0 -175-100.0% -$1,331 清仓
— APELLIS PHARMACEUTICALS INC $00.00%0 -28-100.0% -$1,127 清仓
— CSG SYS INTL INC $00.00%0 -14-100.0% -$1,120 清仓
PII POLARIS INC $00.00%0 -20-100.0% -$1,090 清仓
MMS MAXIMUS INC $00.00%0 -16-100.0% -$1,026 清仓
WIX WIX COM LTD $00.00%0 -11-100.0% -$991 清仓
CLB CORE LABORATORIES INC $00.00%0 -54-100.0% -$907 清仓
HLN HALEON PLC $00.00%0 -79-100.0% -$791 清仓
XRAY DENTSPLY SIRONA INC $00.00%0 -65-100.0% -$754 清仓
— CLEARWATER ANALYTICS HLDGS I $00.00%0 -29-100.0% -$686 清仓
DMC FRESH DEL MONTE PRODUCE INC $00.00%0 -17-100.0% -$685 清仓
NCNO NCINO INC $00.00%0 -38-100.0% -$570 清仓
INSP INSPIRE MED SYS INC $00.00%0 -11-100.0% -$568 清仓
GSHD GOOSEHEAD INS INC $00.00%0 -13-100.0% -$555 清仓
— MCCORMICK & CO INC $00.00%0 -11-100.0% -$555 清仓
SKYD PARAMOUNT SKYDANCE CORP $00.00%0 -60-100.0% -$542 清仓
SYM SYMBOTIC INC $00.00%0 -10-100.0% -$532 清仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $00.00%0 -7-100.0% -$494 清仓
MEDP MEDPACE HLDGS INC $00.00%0 -1-100.0% -$481 清仓
BCC BOISE CASCADE CO DEL $00.00%0 -6-100.0% -$456 清仓
MAT MATTEL INC $00.00%0 -31-100.0% -$451 清仓
SEIC SEI INVTS CO $00.00%0 -5-100.0% -$393 清仓
SGI SOMNIGROUP INTERNATIONAL INC $00.00%0 -3-100.0% -$222 清仓
ONTO ONTO INNOVATION INC $00.00%0 -1-100.0% -$206 清仓
PCOR PROCORE TECHNOLOGIES INC $00.00%0 -3-100.0% -$171 清仓
VVV VALVOLINE INC $00.00%0 -5-100.0% -$169 清仓
AWI ARMSTRONG WORLD INDS INC NEW $00.00%0 -1-100.0% -$165 清仓
CNM CORE & MAIN INC $00.00%0 -3-100.0% -$149 清仓
PLNT PLANET FITNESS MASTER ISSUER $00.00%0 -2-100.0% -$149 清仓
FRHC FREEDOM HOLDING CORP $00.00%0 -1-100.0% -$145 清仓
RGEN REPLIGEN CORP $00.00%0 -1-100.0% -$118 清仓
ENPH ENPHASE ENERGY INC $00.00%0 -3-100.0% -$114 清仓
RYAN RYAN SPECIALTY HOLDINGS INC $00.00%0 -3-100.0% -$102 清仓
FND FLOOR & DECOR HLDGS INC $00.00%0 -2-100.0% -$102 清仓
ESTC ELASTIC N V $00.00%0 -2-100.0% -$100 清仓
FOUR SHIFT4 PMTS INC $00.00%0 -2-100.0% -$88 清仓
GLOB GLOBANT S A $00.00%0 -1-100.0% -$47 清仓
SRPT SAREPTA THERAPEUTICS INC $00.00%0 -2-100.0% -$44 清仓
— U S ENERGY CORP DEL $00.00%0 -5-100.0% -$5 清仓
EMBC EMBECTA CORP $270.00%8 00.0% — 不变
PGX INVESCO EXCH TRADED FD TR II $330.00%3 -364-99.2% -$4,004 减仓
WSFS WSFS FINL CORP $770.00%1 00.0% — 不变
TW TRADEWEB MKTS INC $1000.00%1 00.0% — 不变
VAC MARRIOTT VACATIONS WORLDWIDE $1020.00%1 00.0% — 不变
PCTY PAYLOCITY HLDG CORP $1050.00%1 00.0% — 不变
— GAMESTOP CORP NEW $1090.00%39 00.0% — 不变
ALSN ALLISON TRANSMISSION HLDGS I $1130.00%1 -1-50.0% -$113 减仓
RLI RLI CORP $1190.00%2 -26-92.9% -$1,547 减仓
ASIX ADVANSIX INC $1200.00%6 00.0% — 不变
IREN IREN LIMITED $1380.00%3 3— $138 新建仓
ROKU ROKU INC $1390.00%1 1— $139 新建仓
VTS VITESSE ENERGY INC $1420.00%9 00.0% — 不变
ONON ON HLDG AG $1420.00%4 00.0% — 不变
BROS DUTCH BROS INC $1440.00%2 -1-33.3% -$72 减仓
HRI HERC HLDGS INC $1440.00%1 00.0% — 不变
VIAV VIAVI SOLUTIONS INC $1440.00%3 3— $144 新建仓
QSR RESTAURANT BRANDS INTL INC $1460.00%2 -1-33.3% -$73 减仓
AAOI APPLIED OPTOELECTRONICS INC $1490.00%1 1— $149 新建仓
BBIO BRIDGEBIO PHARMA INC $1490.00%2 2— $149 新建仓
WULF TERAWULF INC $1490.00%6 6— $149 新建仓
ETSY ETSY INC $1510.00%2 00.0% — 不变
GH GUARDANT HEALTH INC $1510.00%1 1— $151 新建仓
CAVA CAVA GROUP INC $1570.00%2 00.0% — 不变
DOCN DIGITALOCEAN HLDGS INC $1580.00%1 1— $158 新建仓
IONS IONIS PHARMACEUTICALS INC $1590.00%2 -3-60.0% -$238 减仓
NOA NORTH AMERN CONSTR GROUP LTD $1600.00%12 00.0% — 不变
FORM FORMFACTOR INC $1600.00%1 1— $160 新建仓
RBRK RUBRIK INC. $1610.00%2 00.0% — 不变
AFRM AFFIRM HLDGS INC $1640.00%2 -1-33.3% -$82 减仓
ARWR ARROWHEAD PHARMACEUTICALS IN $1640.00%2 2— $164 新建仓
BAM BROOKFIELD ASSET MANAGMT LTD $1800.00%4 -4-50.0% -$180 减仓
ATI ATI INC $1980.00%1 1— $198 新建仓
TKO TKO GROUP HOLDINGS INC $2020.00%1 1— $202 新建仓
ULS UL SOLUTIONS INC $2040.00%2 2— $204 新建仓
JXN JACKSON FINANCIAL INC $2050.00%2 00.0% — 不变
USFD US FOODS HLDG CORP $2050.00%2 00.0% — 不变
ALGM ALLEGRO MICROSYSTEMS INC $2090.00%3 3— $209 新建仓