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 |
|---|---|---|---|---|---|---|---|---|
| SJM | SMUCKER J M CO | $4,630 | 0.00% | 48 | 17 | 54.8% | $1,640 | 加仓 |
| NICE | NICE LTD | $4,521 | 0.00% | 41 | -303 | -88.1% | -$3.34万 | 减仓 |
| CMP | COMPASS MINERALS INTL INC | $4,507 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $4,468 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $4,412 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $4,367 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $4,310 | 0.00% | 136 | 61 | 81.3% | $1,933 | 加仓 |
| NWSA | NEWS CORP NEW | $4,239 | 0.00% | 170 | -92 | -35.1% | -$2,294 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $4,221 | 0.00% | 114 | 114 | — | $4,221 | 新建仓 |
| BWA | BORGWARNER INC | $4,179 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $4,089 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| HURN | HURON CONSULTING GROUP INC | $4,080 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $4,061 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $4,011 | 0.00% | 19 | 11 | 137.5% | $2,322 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $3,993 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $3,939 | 0.00% | 40 | -5 | -11.1% | -$492 | 减仓 |
| REG | REGENCY CTRS CORP | $3,935 | 0.00% | 52 | -57 | -52.3% | -$4,313 | 减仓 |
| RRC | RANGE RES CORP | $3,931 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $3,901 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $3,896 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION | $3,837 | 0.00% | 55 | -1 | -1.8% | -$70 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $3,730 | 0.00% | 45 | -1 | -2.2% | -$83 | 减仓 |
| THO | THOR INDS INC | $3,675 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3,661 | 0.00% | 24 | 3 | 14.3% | $458 | 加仓 |
| HRL | HORMEL FOODS CORP | $3,579 | 0.00% | 158 | -320 | -66.9% | -$7,249 | 减仓 |
| RNG | RINGCENTRAL INC | $3,571 | 0.00% | 96 | 68 | 242.9% | $2,529 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $3,533 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC | $3,532 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC | $3,516 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $3,509 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| — | ADIAL PHARMACEUTICALS INC | $3,443 | 0.00% | 1,923 | 1,923 | — | $3,443 | 新建仓 |
| DEO | DIAGEO PLC | $3,425 | 0.00% | 46 | -14 | -23.3% | -$1,042 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $3,402 | 0.00% | 55 | -254 | -82.2% | -$1.57万 | 减仓 |
| MDU | MDU RES GROUP INC | $3,399 | 0.00% | 164 | -8 | -4.7% | -$166 | 减仓 |
| Z | ZILLOW GROUP INC | $3,394 | 0.00% | 82 | -10,605 | -99.2% | -$43.89万 | 减仓 |
| NMIH | NMI HLDGS INC | $3,376 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $3,371 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $3,370 | 0.00% | 27 | -16 | -37.2% | -$1,997 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $3,352 | 0.00% | 155 | -87 | -36.0% | -$1,881 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $3,352 | 0.00% | 121 | -21 | -14.8% | -$582 | 减仓 |
| KIM | KIMCO REALTY CORP | $3,349 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| NWS | NEWS CORP NEW | $3,336 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $3,318 | 0.00% | 90 | 66 | 275.0% | $2,433 | 加仓 |
| ROL | ROLLINS INC | $3,312 | 0.00% | 62 | 19 | 44.2% | $1,015 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $3,290 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC | $3,272 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $3,261 | 0.00% | 79 | 9 | 12.9% | $372 | 加仓 |
| WAFD | WAFD INC | $3,172 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $3,115 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $3,082 | 0.00% | 18 | -7 | -28.0% | -$1,199 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $3,081 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $3,056 | 0.00% | 87 | 83 | 2,075.0% | $2,915 | 加仓 |
| RS | RELIANCE INC | $3,040 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $3,030 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2,999 | 0.00% | 100 | -95 | -48.7% | -$2,849 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2,995 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC | $2,967 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $2,936 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $2,918 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $2,918 | 0.00% | 31 | 2 | 6.9% | $188 | 加仓 |
| CASY | CASEYS GEN STORES INC | $2,912 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $2,905 | 0.00% | 24 | 5 | 26.3% | $605 | 加仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $2,873 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $2,866 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $2,848 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC | $2,835 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $2,765 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $2,758 | 0.00% | 2 | -16 | -88.9% | -$2.21万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $2,715 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $2,711 | 0.00% | 8 | -1 | -11.1% | -$339 | 减仓 |
| ARMK | ARAMARK | $2,676 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $2,666 | 0.00% | 104 | 65 | 166.7% | $1,666 | 加仓 |
| FUL | FULLER H B CO | $2,653 | 0.00% | 43 | -89 | -67.4% | -$5,491 | 减仓 |
| GNTX | GENTEX CORP | $2,644 | 0.00% | 121 | -192 | -61.3% | -$4,195 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $2,601 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP | $2,600 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $2,582 | 0.00% | 64 | 28 | 77.8% | $1,130 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $2,582 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $2,555 | 0.00% | 208 | -584 | -73.7% | -$7,174 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $2,543 | 0.00% | 45 | 29 | 181.2% | $1,639 | 加仓 |
| SF | STIFEL FINL CORP | $2,514 | 0.00% | 34 | -0 | -1.4% | -$37 | 减仓 |
| OSK | OSHKOSH CORP | $2,503 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $2,491 | 0.00% | 9 | -2 | -18.2% | -$554 | 减仓 |
| GPN | GLOBAL PMTS INC | $2,491 | 0.00% | 37 | -2 | -5.1% | -$135 | 减仓 |
| FTDR | FRONTDOOR INC | $2,485 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $2,456 | 0.00% | 63 | -27 | -30.0% | -$1,053 | 减仓 |
| WLK | WESTLAKE CORPORATION | $2,454 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2,415 | 0.00% | 36 | 32 | 800.0% | $2,147 | 加仓 |
| MDYV | SPDR SERIES TRUST | $2,385 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,372 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $2,371 | 0.00% | 50 | -25 | -33.3% | -$1,186 | 减仓 |
| SR | SPIRE INC | $2,355 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MD | PEDIATRIX MEDICAL GROUP INC | $2,289 | 0.00% | 107 | 14 | 15.1% | $299 | 加仓 |
| NEOG | NEOGEN CORP | $2,286 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $2,285 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $2,284 | 0.00% | 33 | -9 | -21.4% | -$623 | 减仓 |
| FOXA | FOX CORP | $2,278 | 0.00% | 39 | 12 | 44.4% | $701 | 加仓 |
| IEX | IDEX CORP | $2,275 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $2,274 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $2,256 | 0.00% | 31 | 0 | 0.0% | — | 不变 |